Exchanging and updating data using the HotSync®
operation (Other HotSync
Using “Memory Stick®” media
Beaming
Using the calculator and finding records
Backing up your Sony CLIÉ™ handheld data
Protecting your data with a password
Enhancing features with add-on applications
Transferring data with another Sony CLIÉ™
handheld
®
operations)
Introduction
This “Handbook” explains the basic operations and useful
features of your CLIÉ™ handheld.
When using your CLIÉ handheld for the first time
The basic features and operations are explained in detail
(pages 9-52).
Sony CLIÉ™ handheld basic operations
Explains the basic operations of your CLIÉ handheld and how to use the
applications.
Entering data on your Sony CLIÉ™ handheld
Explains how to enter data on your CLIÉ handheld.
Exchanging and updating data using the HotSync® operation
Explains how to use your CLIÉ handheld with your computer.
CLIÉ handheld advanced operations
The useful features and how to make full use of your CLIÉ handheld
are explained in detail (pages 53-165).
Customizing your Sony CLIÉ™ handheld (Preferences)
Explains how to customize your CLIÉ handheld in a way that suits you.
Exchanging and updating data using the HotSync
(Other HotSync® operations)
Explains the various methods of the HotSync® operations.
Using “Memory Stick®” media
Explains how to use data stored on “Memory Stick” media.
Beaming
Explains how to exchange data with another CLIÉ handheld via beaming.
Using the calculator and finding records
Explains the calculator and how to find records.
Backing up your Sony CLIÉ™ handheld data
Explains how to back up the data 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 in your CLIÉ handheld.
Transferring data with another Sony CLIÉ™ handheld
Explains how to transfer data from your CLIÉ handheld to another CLIÉ
handheld.
®
operation
2
Refer to the following together with this manual.
Read This First (Operating Instructions)
Read this manual first.
The manual explains what you need to prepare prior to operating your CLIÉ
handheld, basic operations, or supplied applications in your CLIÉ handheld.
CLIÉ Application Manual (HTML format: Start up on a computer)
This manual explains how to use the supplied applications in detail.
For details on using the manual, refer to “Using CLIÉ Application Manual”
in “Read This First (Operating Instructions).”
Troubleshooting Q&A
This manual helps solve problems that you may encounter while using your
CLIÉ handheld.
Note
Some of the illustrations in this manual (Handbook) may not be identical to your Sony
CLIÉ handheld.
bFor details about your CLIÉ handheld, refer to “Read This First (Operating
Transferring data with
another Sony CLIÉ™
handheld
Transferring data with another Sony
CLIÉ™ handheld . . . . . . . . . . . . . .163
Transferring data using the Palm™
Desktop for CLIÉ software . . . .163
INDEX. . . . . . . . . . . . . . . . . . .166
8
Sony CLIÉ™ handheld
basic operations
This chapter explains the basic operations of your
CLIÉ handheld, such as using the stylus, using the
Jog Dial™ navigator, locating the components
and starting the applications.
The chapter also gives an overview of menus that
are common to the applications and explains how
to select the font of characters.
You can operate your CLIÉ handheld using the stylus and the
Jog Dial™ navigator.
Using the stylus
What is a stylus?
The stylus refers to the “pen” used 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 storage location varies depending on your model.
bFor details, refer to “Sony CLIÉ™ handheld components” in “Read
This First (Operating Instructions).”
Note
To avoid losing the stylus, always put it back in the holder of your
CLIÉ handheld after use.
Continued on next page
• • • • • • • • • • • • • • •
Sony CLIÉ™ handheld basic operations10
Basic operations
You can operate your CLIÉ handheld using the stylus in the
following ways.
Tapping
Lightly pressing the desired item on the
screen with the stylus is called “Tapping.”
When entering data with the on-screen
keyboard or starting an application, “tap”
the desired button or icon with the stylus.
Dragging
Touching the desired 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.
Sony CLIÉ™ handheld basic operations11
Basic operations
Using the Jog Dial™ navigator
Tip
The icon of any application that supports the Jog
Dial™ navigator operations is marked with the Jog
Dial™ navigator mark*.
For applications not supporting the Jog Dial™
navigator operations, you can use the JogAssist
function to enable the Jog Dial™ navigator
operations.
* The World Alarm Clock icon, PhotoStand icon
and CLIE Paint icon do not have the mark, but support the Jog
Dial™ navigator operations.
bFor details, refer to “Setting the JogAssist function” on page 72.
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, which enables
you to perform major operations onehanded, without the stylus.
mark
Continued on next page
• • • • • • • • • • • • • • •
Sony CLIÉ™ handheld basic operations12
Basic operations
Rotating the Jog Dial™ navigator
Rotate the Jog Dial™ navigator to select
items or to start applications.
Pressing the Jog Dial™ navigator
Press the Jog Dial™ navigator to select an
item or to run a selected application.
Note
The operations you can perform by using the Jog Dial™ navigator vary
depending on the application.
bFor details on the operations of each application, refer to the “CLIÉ
Application Manual” installed in your computer.
Tip
Rotating while holding down the Jog Dial™ navigator
Some applications support operations executed by pressing and
rotating the Jog Dial™ navigator.
Sony CLIÉ™ handheld basic operations13
Starting and quitting 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
bFor details on starting applications in “Memory Stick” media, refer
to page 112.
There may be some system limitations when you start applications in
“Memory Stick” media on the Application Launcher screen.
Tip
What is the Application Launcher screen?
The screen displayed by turning on your CLIÉ handheld and tapping
the Home icon is called the Application Launcher screen.
Sony CLIÉ™ handheld basic operations14
Starting and quitting an application
Starting an application
Starting an application with the Jog Dial™
navigator
1 Tap the Home icon to display the
Application Launcher screen.
2 Rotate the Jog Dial™ navigator to select an
application you want to start and press the Jog
Dial™ navigator.
The application starts.
Sony CLIÉ™ handheld basic operations15
Starting and quitting an application
Changing the start-up screen for the Jog
Dial™ navigator operation
You can set the Jog Dial™ navigator to display a list of
applications on the left side of the Application Launcher screen
when you rotate the Jog Dial™ navigator.
1 Tap the Menu icon on the Application
Launcher screen.
The menu is displayed.
2 Tap Preferences from the Options menu.
The Preferences dialog box is displayed.
Continued on next page
• • • • • • • • • • • • • • •
Sony CLIÉ™ handheld basic operations16
Starting and quitting an application
3 Tap the arrow V next to Jog Select and select
PopUp.
4 Tap OK.
When the Jog Dial™ navigator is rotated, the list of
applications are automatically displayed on the left side of
the Application Launcher screen.
Starting an application by tapping an
application icon
1 Tap the Home icon to display the
Application Launcher screen.
Continued on next page
• • • • • • • • • • • • • • •
Sony CLIÉ™ handheld basic operations17
Starting and quitting an application
2 Tap an icon of the application you want to
start.
Quitting an application
Only one application at a time can be opened and active on your
CLIÉ handheld.
There is no need to quit the application because the application
will be closed automatically when you start another application.
The operation to save data is not required when you quit an
application.
All work done while operating an application will be saved
automatically when the application is closed. When you restart
the application, the last-saved data will be displayed
automatically.
Note
For some applications, you need to quit and save the data of the
application.
bFor details, refer to the “CLIÉ Application Manual” installed in your
computer.
Tip
You can return to the Application Launcher screen by pressing the
BACK button repeatedly.
Sony CLIÉ™ handheld basic operations18
Using the Application Launcher screen
Locating the Application Launcher screen
The screen displayed by turning on your CLIÉ handheld and
tapping the Home icon is called the Application Launcher
screen. You can display applications by category by tapping the
Home icon repeatedly. Application icons are displayed by
default.
Tap to display
menus.
Tap to select a
category to be
displayed.
Sony CLIÉ™ handheld basic operations19
Using the Application Launcher screen
Changing the display style of the Application
Launcher screen
On the Application Launcher screen, you can display
applications in the list format or in the small-icon format. You
can also set to display your favorite category or the last-used
application when the Application Launcher screen is displayed.
Application icons are displayed by default.
1 Tap the Home icon.
2 Tap the Menu icon.
3 Tap Preferences from the Options menu.
4 Tap the arrow V next to View By and select
List, List (Small) or Icon (Small).
5 Tap OK.
List view
Sony CLIÉ™ handheld basic operations20
List (Small) viewIcon (Small) view
Using the Application Launcher screen
Setting to display the last-opened category
or the last-used application when the
Application Launcher screen is displayed
1 Tap the Home icon.
2 Tap the Menu icon.
3 Tap Preferences from the Options menu.
4 Tap the Remember Last Category or
Remember Last Used App check box to
select.
The check boxes are selected by default.
5 Tap OK.
Note
Applications and categories that are opened by pressing the
application buttons are not recognized as the last-used
applications.
Sony CLIÉ™ handheld basic operations21
Using the Application Launcher screen
Displaying applications by category
You can choose to display applications by category on the
Application Launcher screen.
Categorizing applications
1 Tap the Home icon.
2 Tap the Menu icon.
3 Tap Category from the App menu.
4 Tap the arrow V next to each application and
select the category.
Note
To create a new category, tap the arrow V in the upper right corner
of the Application Launcher screen and then tap Edit Categories to open the Edit Categories dialog box.
And tap New, enter a category name, and tap OK. Tap OK again
when the new category is added.
5 Tap Done.
Sony CLIÉ™ handheld basic operations22
Using the Application Launcher screen
Displaying by category
1 Tap the Home icon.
2 Perform either one of the following operations.
• Repeatedly tap the Home icon or repeatedly press the
Jog Dial™ navigator to display applications by category.
• Tap the arrow
Application Launcher screen and select a category you
want to display.
Tip
When you select All, all applications are displayed on the
Application Launcher screen.
It is useful to select All when you start an application with the Jog
Dial™ navigator.
V in the upper right corner of the
Sony CLIÉ™ handheld basic operations23
Changing fonts
You can change the font style in applications such as Date
Book or Address Book according to your preferences. A
font style can be assigned to each application.
1 Start an application of which you want to
change the font style.
2 Tap the Menu icon.
The menu is displayed.
3 Tap Font from the Options menu.
The Select Font dialog box is displayed.
4 Tap the font style you want to use.
5 Tap OK.
The text in the application is displayed in the font style you
selected.
Note
You may not be able to change the font style depending on
applications.
Sony CLIÉ™ handheld basic operations24
Common menus
The following list describes the functions of each menu that is
commoxn for your CLIÉ handheld applications such as Date
Book, Address Book, To Do List, Memo Pad and
Mail*.
To display the menu, tap the Menu icon while operating an
application.
For menus that are specific to an application, refer to the
descriptions of menus for each application.
*May not be available on all models.
Note
Some menus may not be displayed depending on the display style.
Edit Menu
UndoReverses the action of the last edit command.
For example, if you used Cut to remove text,
Undo restores the text you removed.
CutRemoves the selected text and stores it
temporarily in the memory of your CLIÉ
handheld. You can paste the text you cut into
a different area of the current application or
into other applications.
CopyCopies the selected text and stores it
temporarily in the memory of your CLIÉ
handheld. You can paste the text that you
copied into a different area of the current
application or into other applications.
PasteInserts the text that you cut or copied at the
selected point. If you did not previously cut
or copy text, paste does not work.
Continued on next page
• • • • • • • • • • • • • • •
Sony CLIÉ™ handheld basic operations25
Common menus
Select AllSelects all of the text in the current record or
screen. This function enables you to cut or
copy all of the text and paste it at the selected
point.
KeyboardOpens the on-screen keyboard.
Graffiti HelpOpens the list of the Graffiti
®
character
strokes. You can view a stroke for a character
as needed.
Sony CLIÉ™ handheld basic operations26
Entering data on
your Sony CLIÉ™
handheld
This chapter explains how to enter data on your
CLIÉ handheld.
Entering data on your Sony CLIÉ™ handheld . . . 28
Practicing entering data using the on-screen
Enter data by tapping the keyboard
displayed on the screen.
Graffiti
Enter data using the freehand input
characters called Graffiti. Once you
get used to entering data using
Graffiti, it is much faster than
entering data with the on-screen
keyboard.
®
(page 32)
Entering data on your Sony CLIÉ™ handheld28
Practicing entering data using the onscreen keyboard
You can enter data using the stylus of your CLIÉ handheld.
Entering data
To enter data, software (an application) that is compatible with
your CLIÉ handheld is required. Follow the steps below to
practice entering data using Date Book.
1 Tap [Date Book] icon on the Application
Launcher screen.
Date Book starts up. Today's schedule is displayed.
2 Tap the time line on the Date Book screen.
Continued on next page
• • • • • • • • • • • • • • •
Entering data on your Sony CLIÉ™ handheld29
Practicing entering data using the on-screen keyboard
3 Tap “a” to open the alphabetic keyboard, or
tap “1” to open the numeric keyboard.
The selected keyboard is displayed.
Tap here for the
alphabetic
keyboard
Tab
Caps lock
Caps shift
NumericInternational
Tap here to display the
numeric keyboard
Alphabetic
Back Space
Carriage return
Tap here to display alphabetic keyboard
Tap here to display the
international keyboard
4 Select the desired keyboard and tap the
characters to enter text and numbers.
You can use the on-screen keyboard in the same way as in
the keyboard of your computer. To enter a capital letter, tap
cap and then tap the character button. To delete a character,
tap <.
Tap here for the
numeric keyboard
Continued on next page
• • • • • • • • • • • • • • •
Entering data on your Sony CLIÉ™ handheld30
Practicing entering data using the on-screen keyboard
5 After you finish entering data, tap Done to
close the on-screen keyboard and the text is
placed in the record.
Entering data on your Sony CLIÉ™ handheld31
Using Graffiti® writing to enter data
Lif
This section describes the procedure for creating letters,
numbers, punctuations and symbols by Graffiti
teaches you some Graffiti
®
What is Graffiti® writing?
Most people find that they can enter text quickly and accurately
with only minutes of practice. Graffiti writing includes any
character you can type on a standard keyboard. The Graffiti
strokes closely resemble the upper case letters of the regular
alphabet, which makes Graffiti writing easy to learn.
Entering characters with a single stroke
Most characters require only a single stroke. When you lift the
stylus from the Graffiti writing area, your CLIÉ handheld
recognizes and displays the text character immediately.
To allow you to write an entire character with a single stroke,
some Graffiti strokes are portions of the regular alphabet.
tips and tricks.
(Graffiti writing examples
A, B, C, D, E)
®
writing, and
The dot on each shape shows where to begin the
stroke
Certain characters have similar shapes, but different beginnings
and end points. Always begin the stroke from the dot.
t the stylus here
Begin the stroke from dot
Note
You do not need to create the dot; it is only there to show you where to
begin the stroke.
Entering data on your Sony CLIÉ™ handheld32
Using Graffiti® writing to enter data
The area for writing characters and numbers are
different
The Graffiti writing area is divided into two parts: the left side of
the Graffiti writing area is for writing the characters and the right
side for writing numbers. The small marks at the top and bottom
of the Graffiti writing area separate the two areas.
Write characters
here
Write numbers
here
Division marks
Graffiti character list
Alphabet
AJ
BK
CL
DM
EN
FO
GP
HQ
IR
Continued on next page
• • • • • • • • • • • • • • •
Entering data on your Sony CLIÉ™ handheld33
Using Graffiti® writing to enter data
SW
TX
UY
VZ
Numbers
05
16
27
38
49
Keyboard symbols
SpacePeriodTap twice
Back SpaceCaps Shift
Carriage
Return
Entering data on your Sony CLIÉ™ handheld34
Caps Lock
Using Graffiti® writing to enter data
Writing capital letters
Shift to caps to write capital letters with the same stroke shapes
as the basic alphabet letters.
• To write the first letter of a word as a capital letter
Use the Caps Shift stroke .
Caps Shift
To return to lower case letters, use the BackSpace stroke .
Note
When you create a new sentence or a new record (by tapping New
or a blank line), the first letter is automatically capitalized.
• To enter only capital letters (Caps Lock)
Use the Caps Lock stroke .
Caps Lock
To return to lower case letters, use the Caps Shift stroke .
Writing punctuation marks
Tap once on the Graffiti writing area to activate the Punctuation
Shift. The next stroke you draw anywhere in the Graffiti area
(the characters or numbers side) creates a punctuation mark.
Punctuation Shift
Continued on next page
• • • • • • • • • • • • • • •
Entering data on your Sony CLIÉ™ handheld35
Using Graffiti® writing to enter data
(.) Period(—) Dash
(,) Comma( ( ) Left Paren
(’) Apostrophe( ) ) Right Paren
(?) Question(/) Slash
(!) Exclamation($) Dollar
(@) At(\) Back slash
(#) Number({) Left brace
(%) Percent(}) Right brace
(^) Circumflex
(&) Ampersand
(*) Asterisk(-) Swung dash
(<) Left angle
bracket
(>) Right angle
bracket
(_) Under bar(:) Colon
(
) DittoTab
([) Left square
bracket
(]) Right square
bracket
\
) Grave accent
(
(;) Semicolon
"
To undo punctuation shift
Draw (Back Space).
Entering data on your Sony CLIÉ™ handheld36
Using Graffiti® writing to enter data
Writing symbols and extended characters
Make the Symbol Shift stroke on the Graffiti writing area to
activate the Symbol Shift. The next stroke you draw creates a
symbol or extended character.
Writing accented characters and nonEnglish characters
To write accented characters, draw the stroke normally used to
write the letter, followed by an accent stroke. Graffiti writing
then adds the accent to the letter.
To write "é," for example, draw and then .
à è ì ò ùá é í ó ú ´y
â ê î ô ûã õ ñ
ä ï ö ü ÿå
To write non-English characters
You can write the following characters without any special
punctuation or shifting.
çæ
Note
You must write these non-English characters on the left side of
the Graffiti writing area.
Entering data on your Sony CLIÉ™ handheld38
Using Graffiti® writing to enter data
Displaying the Graffiti Help
Drag the stylus from the bottom of the Graffiti writing area to the
top of the screen. The Graffiti Help opens a series of screens that
show the complete Graffiti character set.
Entering data on your Sony CLIÉ™ handheld39
Using Graffiti® writing to enter data
Entering characters with Graffiti® Writing
1 Tap [Date Book] icon on the Application
Launcher screen.
Date Book starts and today's schedule is displayed.
2 Tap the time line on the Date Book screen.
3 Use the tables on the previous pages to find the
stroke shape for a letter you want to write.
There are two different stroke shapes available for some
letters. For those letters, choose the one that is easier for you.
You can use the same strokes to write both the upper case
and lower case letters.
4 Position the stylus in the left side of the Graffiti
writing area. Begin your stroke at the dot and
draw the stroke shape as it appears in the
tables.
Position the stylus
Continued on next page
• • • • • • • • • • • • • • •
Entering data on your Sony CLIÉ™ handheld40
Using Graffiti® writing to enter data
5 Lift the stylus from the screen at the end of the
stroke shape.
When you lift the stylus from the screen, your CLIÉ
handheld recognizes your stroke immediately and prints the
character at the insertion point on the screen.
As soon as you lift the stylus from the screen, you can begin
another stroke for the next character you want to write.
Note
You must begin the character strokes in the Graffiti writing area. If
you do not draw Graffiti strokes in the Graffiti writing area, your
CLIÉ handheld does not recognize them as characters.
Notes on entering Graffiti® writing
• Recognition accuracy improves when you draw your strokes
that nearly fill in the Graffiti writing area.
• Draw your strokes at natural speed. Drawing too slowly may
generate recognition errors.
• Do not draw your strokes on a slant. Vertical strokes should be
parallel to the vertical lines of the Graffiti writing area.
Entering data on your Sony CLIÉ™ handheld41
Using Graffiti® writing to enter data
Using Navigation strokes and shortcuts
You can navigate operations within the fields of your
applications, such as moving the cursor or quickly entering
frequently-used symbols, by using the navigation strokes and
shortcuts of Graffiti writing.
Using Navigation strokes
Move cursor to right
Move cursor to left
You can copy or delete data
(The options you can select vary depending
on the screen you select.)
Go to the previous field (Address Book only)
Go to the next field (Address Book only)
Open Address Record (Address Book only)
Entering data on your Sony CLIÉ™ handheld42
Using Graffiti® writing to enter data
Using Shortcuts
There are four types of Graffiti Shortcut.
To use a Shortcut, draw the Shortcut stroke followed by the
registered Shortcut characters.
When you draw the Shortcut stroke, the Shortcut symbol appears
at the insertion point to show that you are in Shortcut mode.
The following are Graffiti Shortcuts that are registered on your
CLIÉ handheld:
Date stampdsBreakfastbr
Time stamptsLunchlu
Date/time stampsdtsDinnerdi
Meetingme
For example, when you enter “dts” using the Graffiti Shortcut,
you can enter the current date and time.
bbb
Tip
You can also create your own Shortcuts (page 84).
Entering data on your Sony CLIÉ™ handheld43
Exchanging and
updating data using
the HotSync
®
operation
This chapter explains how to perform the
HotSync
What is the HotSync® operation?. . . . . . . . . . . 45
Performing the HotSync
Using the Palm™ Desktop for CLIÉ software . . . 49
®
operation with your computer.
®
operation . . . . . . . . . 47
What is the HotSync® operation?
The HotSync® operation is a one-step operation that enables you
to synchronize data between your CLIÉ handheld and your
computer. With just one press on the HotSync button, you can
synchronize data on your CLIÉ handheld with data on the
Palm™ Desktop for CLIÉ software of your computer, back up
data on your CLIÉ handheld to your computer, and install addon applications.
1 Synchronizing data between your CLIÉ
handheld and your computer
Synchronizes the data of Date Book, Address
Book, To Do List and Memo Pad between your
CLIÉ handheld and your computer. You can manage the
data of multiple CLIÉ handhelds separately using the
Palm™ Desktop for CLIÉ software.
2 Saving backup data to your computer
Automatically makes backup data on your CLIÉ
handheld to your computer. If you delete data by
accident, if data is deleted by a sudden battery shut-off,
or if you need to perform a hard reset, the HotSync
®
operation allows you to restore the data saved on your
computer.
bFor details on backing up data, refer to page 142.
Continued on next page
• • • • • • • • • • • • • • •
Exchanging and updating data using the HotSync® operation45
What is the HotSync® operation?
Tip
You can also back up data on your CLIÉ handheld to
“Memory Stick” media.
bFor details, refer to “Backing up data to “Memory Stick”
media using Memory Stick Backup” (page 143).
3 Using data created in Microsoft® Windows®
applications on your CLIÉ handheld
Imports or exports data between a Windows application
in your computer and your CLIÉ handheld.
The compatible file formats that you can import/
export with the Palm™ Desktop for CLIÉ software
• Date Book archive of the Palm™ Desktop for CLIÉ software
(*.dba)
• Address Book archive of the Palm™ Desktop for CLIÉ
software (*.aba)
• To Do List archive of the Palm™ Desktop for CLIÉ software
(*.tda)
• Memo Pad archive of the Palm™ Desktop for CLIÉ software
(*.mpa)
* The words in the parentheses are file extensions. Archive is a unit
that gathers associated files.
bFor details on importing/exporting data, refer to the Help menu of
Palm™ Desktop for CLIÉ software.
Exchanging and updating data using the HotSync® operation46
Performing the HotSync® operation
This section explains how to perform the HotSync® operation
assuming that you have performed all the necessary preparations
and installations for your CLIÉ handheld and your computer.
bFor details on how to prepare for the HotSync
procedure in “Setting up your Sony CLIÉ™ handheld” in “Read This
First (Operating Instructions).”
Performing the HotSync® operation with the USB
cable (Local HotSync
®
)
®
operation, follow the
Performing the HotSync® operation with the USB cable and
plug adapter is called a Local HotSync
®
.
1 Connect your CLIÉ handheld to your computer
with the USB cable.
2 Rotate the Jog Dial™ navigator to select
[HotSync] icon on the Application Launcher
screen and press the Jog Dial™ navigator.
The HotSync® operation starts.
Tip
You can also tap [HotSync] icon to start the HotSync® operation.
3 Tap the HotSync icon on the HotSync
screen.
The HotSync® operation starts.
When the HotSync
showing the HotSync
CLIÉ handheld.
®
operation is complete, the message
®
completion is displayed on your
Continued on next page
• • • • • • • • • • • • • • •
Exchanging and updating data using the HotSync® operation47
Performing the HotSync® operation
Note
Do not remove the USB cable from your CLIÉ handheld until the
HotSync
software may not close normally.
®
operation is complete as the Palm™ Desktop for CLIÉ
If the HotSync® operation does not start
®
when you tap the HotSync
Make sure that the HotSync icon is displayed in the
Windows task tray.
If the HotSync icon is not displayed in the task tray, click
Start, then select Programs (All Programs in Windows
XP), Sony Handheld and HotSync Manager. Check that
the HotSync icon is displayed in the task tray and tap the
HotSync icon on the HotSync screen to start the HotSync
operation.
The message is displayed on your computer screen when the
HotSync
* From this point onwards, where Windows XP Home Edition and
®
operation starts.
Windows XP Professional are common, they will both be referred to
as Windows XP.
icon
®
®
Notes
• Do not tap the HotSync icon during the HotSync® operation as
it may cause errors and the operation may quit.
• Do not enter the power saving mode during the HotSync
If your computer is turned to the power saving mode during the
HotSync
Tip
If you cannot perform the HotSync® operation
Refer to “Troubleshooting Q&A.”
Exchanging and updating data using the HotSync® operation48
®
operation, HotSync Manger will be forced to quit.
®
operation.
Using the Palm™ Desktop for CLIÉ
software
The Palm™ Desktop for CLIÉ software enables you to view the
data, which is transferred from your CLIÉ handheld by the
HotSync
Additionally, the Palm™ Desktop for CLIÉ software has the
same functions as Date Book, Address Book, To Do List
and Memo Pad so that you can enter or modify schedules or
address data on your computer and export data to your CLIÉ
handheld.
Starting the Palm™ Desktop for CLIÉ software
1 Double-click [Palm Desktop for CLIÉ] icon on
®
operation, on your computer.
the Windows desktop.
Or click Start, then select Programs (All Programs in
Windows XP), Sony Handheld and Palm Desktop for CLIÉ.
The Palm™ Desktop for CLIÉ software starts.
Tip
To quit the Palm™ Desktop for CLIÉ software
Click the close button in the upper right corner of the screen or
click Exit from the File menu.
Exchanging and updating data using the HotSync® operation49
Using the Palm™ Desktop for CLIÉ software
Locating the Palm™ Desktop for CLIÉ software
components
A List pane
Displays the records in the current Desktop application.
B Application Launch bar
Click an icon to open the associated application.
C Install Tool icon
Click this icon to display the Install Tool window. You
can install applications in your CLIÉ handheld with the
HotSync
®
operation.
bFor details, refer to “Installing add-on applications” on page 157.
D User selector
Displays the user name of the current information.
Continued on next page
• • • • • • • • • • • • • • •
Exchanging and updating data using the HotSync® operation50
Using the Palm™ Desktop for CLIÉ software
E Record pane
Displays full details of the record that is selected in the List
pane. The information displayed here is the same as that
displayed on your CLIÉ handheld’s Details screen.
Basic operations of the Palm™ Desktop for CLIÉ
software
Click an icon of the application you want to use. The screen
switches to the selected application screen.
Basic operations of each application are the same as those of the
corresponding your CLIÉ handheld application.
bFor details about operations, refer to the Palm™ Desktop online
help. To display the online help, select Palm™ Desktop Help
from the Help menu.
Tip
Changing the user name of your CLIÉ handheld
1 In the Palm™ Desktop for CLIÉ screen, click
Users from the Tools menu.The Users window is displayed.
2 Click a user name you want to change and click
Rename.
3 Enter a new user name and click OK.
Your CLIÉ handheld user name is changed at the next
HotSync
Exchanging and updating data using the HotSync® operation51
®
operation.
Continued on next page
• • • • • • • • • • • • • • •
Using the Palm™ Desktop for CLIÉ software
When using the Microsoft® Windows® XP operating
system
When you start Palm™ Desktop for CLIÉ software in your
computer and select Custom, File Link, View Log or Setup
from the HotSync Manager shortcut menu, the configuration
window may open behind the Palm™ Desktop for CLIÉ software
window.
In this case, bring the configuration window to the front by
performing one of the following.
– Press the Alt and Tab keys at the same time.
– Click the HotSync icon in the Windows task tray.
Exchanging and updating data using the HotSync® operation52
Customizing your
Sony CLIÉ™ handheld
(Preferences)
This chapter explains how to customize your CLIÉ handheld
by changing the Preferences settings.
What you can do with Preferences . . . . . . . . . . 54
The Preferences screen enables you to customize the configuration options
on your CLIÉ handheld.
Setting options may be added by installing new applications or software for
peripheral devices.
SettingsDetails
ButtonsCustomizes applications assigned to the application
ConnectionSets the configuration for the communication device.
Date & TimeSets the current date, time, time zone and daylight saving
DigitizerCalibrates the screen of your CLIÉ handheld.
FormatsSets the formats for time or date.
GeneralSets the general configuration such as system sound,
HiResSets the High Resolution Assist function.
JogEnables or disables the JogAssist function.
NetworkSets the Internet connection configuration.
OwnerSets the owner information such as name or phone
ShortCutsDefines a list of Graffiti
Web Clipping*Configures the Internet connection and proxy server
buttons and the HotSync button, or the full-screen pen
stroke activities.
b For details, refer to page 56~58.
b For details, refer to page 59.
configurations.
b For details, refer to page 61.
b For details, refer to page 64.
b For details, refer to page 65.
LED feature* or auto shut-off interval.
*May not be available on all models.
b For details, refer to page 67~70.
b For details, refer to page 71.
b For details, refer to page 72.
b For details, refer to page 74.
number.
b For details, refer to page 147.
®
abbreviations.
bFor details, refer to page 84.
settings.
*May not be available on all models.
Tip
For the setting options not mentioned in the list, refer to “Read This First (Operating
Instructions).”
Customizing your Sony CLIÉ™ handheld (Preferences)54
What you can do with Preferences
Displaying the Preference screen for each menu
1 Rotate the Jog Dial™ navigator to select [Prefs] icon on the
Application Launcher screen and press the Jog Dial™
navigator.
The Preferences screen is displayed.
Tip
You can also tap [Prefs] icon to display the Preferences screen.
2 Tap the arrow V in the upper right corner of the screen and
select a Preferences menu you want to configure.
Customizing your Sony CLIÉ™ handheld (Preferences)55
Assigning applications to the application
buttons
You can assign your favorite applications to the application buttons on your
CLIÉ handheld.
For example, you can assign the To Do List button to start Calculator.
The position of the application buttons varies depending on your model.
b For details, refer to “Sony CLIÉ™ handheld components” in “Read This First
(Operating Instructions).”
1 Tap the arrow V in the upper right corner of the Preferences
screen and select Buttons.
The Buttons Preferences screen is displayed.
(Default screen)
2 Tap the arrow V next to the icon and select an application
you want to assign.
The application button is changed to what you assigned.
To start the original applications
If you have assigned other applications to the buttons, you can start the original
applications from the Application Launcher screen.
To reset to default settings
Tap Default in step 2.
All application buttons are reset to default.
Customizing your Sony CLIÉ™ handheld (Preferences)56
Customizing the full-screen pen stroke
activities
You can customize the assignment of the full-screen pen stroke.
Drag the stylus from the bottom
of the Graffiti writing area to the
top of the screen.
By default, the full-screen pen stroke activates the Graffiti® Help.
1 Tap the arrow V in the upper right corner of the Preferences
screen and select Buttons.
The Buttons Preferences screen is displayed.
2 Tap Pen.
The Pen dialog box is displayed.
3 Tap the arrow V next to Graffiti Help and select a setting for
the full-screen pen stroke.
BacklightTurns on the backlight of your CLIÉ handheld without
BrightnessOpens the Adjust Brightness dialog box.
KeyboardOpens the on-screen keyboard for entering text.
Graffiti HelpOpens a series of screens that show the complete Graffiti
Turn Off & LockTurns off and locks your CLIÉ handheld. To start your
using the POWER button.
character set.
CLIÉ handheld operation when it is locked, you need to
enter the password. (To use the Lock function, you need
to enter a password)
b For details, refer to “Protecting your data with a
password” (page 146).
Beam DataBeams the current record to another Palm OS PDA.
4 Tap OK.
Customizing your Sony CLIÉ™ handheld (Preferences)57
Assigning applications to the HotSync buttons
You can assign your favorite applications to the HotSync buttons on the cradle
(sold separately) and modem (if a HotSync button is provided).
1 Tap the arrow V in the upper right corner of the Preferences
screen and select Buttons.
The Buttons Preferences screen is displayed.
2 Tap HotSync.
3 Tap the arrow V next to HotSync and select an application
you want to assign.
4 Tap OK.
The Buttons Preferences screen is displayed.
You can start the selected application by pressing the HotSync button.
Customizing your Sony CLIÉ™ handheld (Preferences)58
Adding/Changing the modem preferences
You can customize the preference for a modem to be connected to your CLIÉ
handheld. The applications using the modem comply with this preference.
1 Tap the arrow V in the upper right corner of the Preferences
screen and select Connection.
The Connection Preferences screen is displayed.
2 Tap New.
To change the existing preference, tap the preference you want to change
and Edit.
3 Enter the connection name in Name.
Enter a recognizable name.
4 Tap the arrow V next to Connect to and select how you
connect your CLIÉ handheld to your computer.
5 Tap the arrow V next to Via and select what you use to
connect your CLIÉ handheld to your computer.
When you select a modem for Connect to1 Tap the arrow
to use.
Usually, select TouchTone™.
Do not select Rotary, except when you are sure that the telephone
service being used is not TouchTone™.
2 Tap the arrow
modem speaker at the time of connection.
3 Tap Details.
4 Tap the arrow
transmission between the modem and your CLIÉ handheld.
5 Tap the arrow
modem connection.
Usually, select Automatic.
V next to Dialing and select the type of line you want
V next to Volume and select the volume level of the
V next to Speed and select the maximum speed for the
V next to Flow Ctl and select the flow control of the
Continued on next page
• • • • • • • • • • • • • • •
Customizing your Sony CLIÉ™ handheld (Preferences)59
Adding/Changing the modem preferences
6 Enter the modem initialization command in the Init String.
By default, it is set to either AT&FX4 or ATZ. The modem
initialization command is not required to be changed unless it is
specified on the modem.
7 Tap OK.
6 Tap OK.
The configuration for the modem is changed and the Preferences screen
is displayed.
Customizing your Sony CLIÉ™ handheld (Preferences)60
Setting the Date & Time preferences
You can set the date, time, time zone and the on/off of daylight savings for your
CLIÉ handheld. After you set the local date and time of your home base, you
can change the displayed time (for example, during business trips) simply by
switching the time zones.
Setting the date
1 Tap the arrow V in the upper right corner of the Preferences
screen and select Date & Time.
The Date & Time Preferences screen is displayed.
2 Tap Set Date box.
The Set Date screen is displayed.
3 Tap the each arrow b or B next to the year at the top of the
screen to set the year.
4 Tap the current month.
5 Tap the current date.
Customizing your Sony CLIÉ™ handheld (Preferences)61
Setting the Date & Time preferences
Setting the time
1 Tap the arrow V in the upper right corner of the Preferences
screen and select Date & Time.
The Date & Time Preferences screen is displayed.
2 Tap Set Time box.
The Set Time dialog box is displayed.
3 Tap the arrow V or v to set the hour.
4 Tap the each minute box and tap the arrow V or v to set the
minute.
5 Tap AM or PM.
6 Tap OK.
Customizing your Sony CLIÉ™ handheld (Preferences)62
Setting the Date & Time preferences
Setting the time zone and daylight saving time
Setting the time zone
1 Tap the arrow V in the upper right corner of the Preferences
screen and select Date & Time.
The Date & Time Preferences screen is displayed.
2 Tap the Set Time Zone field.
The Set Time Zone screen is displayed.
3 Select the time zone of your region.
4 Tap OK.
Setting the daylight saving time
1 Tap the arrow V in the upper right corner of the Preferences
screen and select Date & Time.
The Date & Time Preferences screen is displayed.
2 Tap the arrow V next to Daylight saving.
3 Tap On or Off.
Customizing your Sony CLIÉ™ handheld (Preferences)63
Adjusting the Digitizer
You need to adjust the digitizer when you performed a hard reset, when the
tapping operation or scrolling does not work properly, or when you cannot
adjust the brightness of the back light or screen contrast.
1 Tap the arrow V in the upper right corner of the Preferences
screen and select Digitizer.
The Digitizer calibration screen is displayed.
This Digitizer calibration screen is exactly the same as the screen
displayed for the first time you turn on your CLIÉ handheld. Follow the
on-screen instructions to adjust the digitizer.
Tip
Use the stylus perpendicular to the screen to tap targets.
Customizing your Sony CLIÉ™ handheld (Preferences)64
Setting the display format of the time, date
and numbers
Selecting a regional default
When you select a region where you use your CLIÉ handheld, the display
format of the time, date, week start day, and numbers are adjusted to the
regional default. For example, in the United Kingdom, time 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.
The regional default is applied to the display formats of all your CLIÉ handheld
applications. However, you can customize your own settings for each unit such
as time or date.
1 Tap the arrow V in the upper right corner of the Preferences
screen and select Formats.
The Formats Preferences screen is displayed.
2 Tap the arrow V next to Preset to and select a region name.
Customizing your Sony CLIÉ™ handheld (Preferences)65
Setting the display format of the time, date and numbers
Customizing your own settings for each unit
You can customize your own settings for the display formats of the time, date,
week start day, and numbers. The settings are applied to the display formats of
all your CLIÉ handheld applications.
1 Tap the arrow V in the upper right corner of the Preferences
screen and select Formats.
The Formats Preferences screen is displayed.
2 Tap the arrow V next to Time and select a desired format.
3 Tap the arrow V next to Date and select a desired format.
4 Tap the arrow V next to Week starts and select Sunday or
Monday.
This setting is applied to the Day, Week, Month, and Agenda views in
Date Book and all other applications displaying calendars.
5 Tap the arrow V next to Numbers and select a desired
format.
Customizing your Sony CLIÉ™ handheld (Preferences)66
Setting the automatic power-off time
Your CLIÉ handheld has an automatic power-off feature that turns off your
CLIÉ handheld after a period of inactivity to conserve your CLIÉ handheld
battery.
You can adjust the time setting for the automatic power-off function.
By default, your CLIÉ handheld will turn off after two minutes of inactivity
and will be on while it is connected to the USB cable.
1 Tap the arrow V in the upper right corner of the Preferences
screen and select General.
The General Preferences screen is displayed.
2 Tap the arrow V next to Auto-off After and select a desired
time.
You can select 30 seconds, 1 minute, 2 minutes or 3 minutes.
3 If you want to leave your CLIÉ handheld turned on while it is
connected to the AC power adapter or cradle (sold
separately), tap the Stay on in Cradle check box to select.
Customizing your Sony CLIÉ™ handheld (Preferences)67
Setting sounds
You can adjust the volume level of the system sounds, alarm sounds and game
sounds, or turn the sounds off completely.
1 Tap the arrow V in the upper right corner of the Preferences
screen and select General.
The General Preferences screen is displayed.
2 Tap the arrow V next to System Sound and select a desired
volume level or Off.
When the System Sound is turned off, the chime tones associated with the
HotSync
3 Tap the arrow V next to Alarm Sound and select a desired
volume level or Off.
4 Tap the arrow V next to Game Sound and select a desired
volume level or Off.
The Game Sound setting is only applied to the games programmed to
respond to this setting.
®
operation are also turned off.
Customizing your Sony CLIÉ™ handheld (Preferences)68
Turning the Alarm LED on or off
You can set the CLIÉ handheld to flash its LED at the desired time. If you turn
off the Alarm Sound function and turn on the Alarm LED function, you can use
the alarm feature without disturbing other people around you.
1 Tap the arrow V in the upper right corner of the Preferences
screen and select General.
The General Preferences screen is displayed.
2 Tap the arrow V next to Alarm LED and select On or Off.
Customizing your Sony CLIÉ™ handheld (Preferences)69
Turning the Beam Receive on or off
Your CLIÉ handheld has a Beam Receive feature that you can turn on and off.
When you turn off the Beam Receive function, you cannot receive data via
beaming but your CLIÉ handheld battery is conserved. By default, the Beam
Receive function is set to On.
1 Tap the arrow V in the upper right corner of the Preferences
screen and select General.
The General Preferences screen is displayed.
2 Tap the arrow V next to Beam Receive and select On or
Off.
• On: Enables the Beam Receive function.
• Off: Disables the Beam Receive function.
Customizing your Sony CLIÉ™ handheld (Preferences)70
Setting the High Resolution Assist function
You can use the High Resolution Assist function to enable the high resolution
display of an application that even does not support the high resolution mode. By
default, the High Resolution Assist function is not set.
1 Tap the arrow V in the upper right corner of the Preferences
screen and select HiRes.
The HiRes Preferences screen is displayed.
2 Tap the Enable High Resolution Assist check box to
select.
The confirmation dialog box is displayed.
3 Tap OK.
The HiRes preferences screen is displayed.
4 Tap an application(s) that you do not want to display in the
high resolution mode in the list box.
Note
Quit the High Resolution Assist function if the following occurs.
• Performances are largely deteriorated (e.g. game).
• Display is divided into two, characters are distorted, or other operational
irregularities occur.
Customizing your Sony CLIÉ™ handheld (Preferences)71
Setting the JogAssist function
You can set the Jog Dial™ navigator to operate third-party applications that are
not designed to use the Jog Dial™ navigator operations. The JogAssist
function enables you to perform the following operations.
• You can scroll the screen with the Jog Dial™ navigator.
• You can select an item from the PopUp list with the Jog Dial™ navigator.
• You can move back and forth between screens with the BACK button.
You can also set the BACK button to turn on or off your CLIÉ handheld when
the BACK button is kept pressed.
Notes
• The operations activated by the JogAssist function may differ depending on the
application you use.
• In some applications with the Jog Dial™ navigator mark, part of operations may differ
when the JogAssist function is activated and not activated.
1 Tap the arrow V in the upper right corner of the Preferences
screen and select Jog.
The Jog Preferences screen is displayed.
2 Tap the Use JogAssist check box to clear the selection
when you do not want to use the JogAssist function.
3 To set to turn on your CLIÉ handheld by keeping the BACK
button pressed, tap the Power On with BACK button check
box to select.
You need to keep the BACK button pressed for several seconds to turn on
your CLIÉ handheld.
Continued on next page
• • • • • • • • • • • • • • •
Customizing your Sony CLIÉ™ handheld (Preferences)72
Setting the JogAssist function
4 To set to turn off your CLIÉ handheld by keeping the BACK
button pressed, tap the Power Off check box to select.
The Jog Dial™ navigator settings are changed.
Tip
By default, the selections of Use JogAssist and Display Cursor/Menu are
selected, and Power On with BACK button and Power Off are not selected.
Customizing your Sony CLIÉ™ handheld (Preferences)73
Changing the Network preferences
Note
For the settings specific to each peripheral device, refer to the manual of each peripheral
device.
Selecting a service template
You can customize the Service setting to select the service template for your
Internet Service Provider or a dial-in server.
1 Tap the arrow V in the upper right corner of the Preferences
screen and select Network.
The Network Preferences screen is displayed.
2 Tap the arrow V next to Service and select the service
template (Internet Service Provider name) you want to use.
Tips
• To add a new service template, select New from the Service menu.
If the Internet Service Provider name you want to use is not displayed in the list,
tap the area showing the service template, or select New from the Service
menu, and enter the new Internet Service Provider name.
You can create multiple service templates for your Internet Service Provider.
You need to name them so that those service templates are uniquely identified,
such as “So-net1” and “So-net2.” It is useful for creative use of your Internet
Service Provider by access point or setting.
• When you want to copy an existing service template without changing, select
Duplicate from the Service menu.
Customizing your Sony CLIÉ™ handheld (Preferences)74
Changing the Network preferences
Entering a user name
The User Name setting identifies a name you use when you log into your
Internet Service Provider or dial-in server.
1 On the Network Preferences screen, tap User Name field.
2 Enter your user name.
Notes
• Although this field can contain multiple lines of text, only two lines appear on
the screen.
• Most dial-in servers do not accept spaces in the user name.
Entering a password
The Password box identifies a password you use to log into your server or ISP.
Your entry in this field determines whether your CLIÉ handheld prompts you
to enter a password each time you log into your network:
• If you do not enter a password, your CLIÉ handheld displays the word
-Prompt- in this field and asks you to enter a password during the log-in
procedure.
• If you enter a password, your CLIÉ handheld displays the word
-Assigned- in this field and does not prompt you to enter a password during
the log-in procedure.
Note
If you are concerned about security, select the Prompt option and do not enter a
password.
1 On the Network Preferences screen, tap the Password
field.
2 Enter a password you use to log into your server.
3 Tap OK.
The Password field updates to display the word -Assigned-.
Customizing your Sony CLIÉ™ handheld (Preferences)75
Changing the Network preferences
Selecting a connection
Use the Connection setting to select a method you want to use to connect to
your Internet Service Provider or a dial-in server.
1 On the Network Preferences screen, tap the arrow V next
to Connection and select Standard Modem.
Adding telephone settings
When you select the Phone field, your CLIÉ handheld opens a screen in
which you define the telephone number you use to connect with your ISP or
dial-in server. In addition, you can also define a prefix, disable Call Waiting,
and give special instructions for using a calling card.
Note
The Phone Setup screen works correctly for AT&T and Sprint long- distance
services. However, because MCI works differently, MCI customers need to put
the calling card number in the Phone # field and the phone number in the Use calling card field.
1 On the Network Preferences screen, tap the Phone field.
The Phone Setup screen is displayed.
2 Enter the phone number for your ISP or dial-in server in the
Phone # field.
3 Change the following settings if necessary:
1 Enter the telephone number used to access the modem.
If necessary, enter a dial prefix (such as “9”) to access an outside line,
and select the Dial prefix check box. You can enter a comma in the
field to introduce a “pause” in the dialing sequence. Each comma
equals a two second pause.
2 If the phone line you are using for your CLIÉ handheld has Call
Waiting, select the Disable call waiting check box to avoid an
interruption during the modem HotSync
Customizing your Sony CLIÉ™ handheld (Preferences)76
®
operation.
Continued on next page
• • • • • • • • • • • • • • •
Changing the Network preferences
Note
Each telephone company assigns a code to disable Call Waiting. Contact your
local telephone company for the code that you need.
3 If you want to use a calling card to place the call, select the Use
calling card check box and enter the calling card number.
Tip
There is usually a delay before you enter your calling card number.
Consequently, add at least three commas before your calling card number to
compensate for the delay.
4 Tap OK.
Adding detailed information to a service template
When you are using one of the predefined service templates, you probably need
to enter your user name and telephone number only. When you are creating a
new service template, you may need to provide additional information to your
ISP or dial-in server. Use the Details screen to add additional information to
a selected service template.
To select a connection type
1 On the Network Preferences screen, tap Details.
The Details screen is displayed.
2 Tap the arrow V next to Connection type and select one of
the following connection types.
• PPP: Point-to-Point Protocol
• SLIP: Serial Line Internet Protocol
• CSLIP: Compressed Serial Line Internet Protocol
Tip
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.
Continued on next page
• • • • • • • • • • • • • • •
Customizing your Sony CLIÉ™ handheld (Preferences)77
Changing the Network preferences
3 Tap the arrow V next to Idle timeout and select one of the
following options.
• 1 Minute: Waits one minute before dropping the connection when you open
another application that does not use the network. 1 Minute is assigned by
default.
• 2 Minutes: Waits two minutes.
• 3 Minutes: Waits three minutes.
• Never: Keeps your PPP or SLIP connection until you turn off your CLIÉ
handheld.
Note that this option will be more costly than others.
4 Tap the Query DNS check box to clear.
5 Enter the IP address for the Primary and Secondary DNS
(Domain Naming System).
Ask your Internet Service Provider or System Administrator for the
correct Primary or Secondary DNS IP numbers.
6 If you need to enter the IP address for your CLIÉ handheld,
tap the IP Address check box to clear the selection and
display a permanent IP address field below the check box.
Normally, you do not have to enter this IP address. If you are not sure,
select Automatic and go to step 8.
7 Enter the IP address for your CLIÉ handheld.
Ask your Internet Service Provider or System Administrator for the
correct IP address.
8 Tap OK.
Customizing your Sony CLIÉ™ handheld (Preferences)78
Changing the Network preferences
Creating additional service templates
You can create additional service templates from scratch or by duplicating
existing templates and editing the information. After you create a new or
duplicate template, you can add and edit settings.
To duplicate an existing service template
1 On the Network Preferences screen, tap the arrow V next
to Service and select the predefined service template you
want to duplicate.
2 Tap the Menu icon.
3 Tap Duplicate from the Service menu.
A copy of the service template (The name of an original service
template + Copy) is added to the drop-down list for the Service field.
To delete a service template
You can delete an existing service template.
1 On the Network Preferences screen, tap the arrow V next
to Service and select the predefined service template you
want to delete.
2 Tap the Menu icon.
3 Tap Delete from the Service menu.
The Delete Service dialog box is displayed.
4 Tap OK.
The selected service template is deleted.
If you want to cancel deleting, tap Cancel.
Customizing your Sony CLIÉ™ handheld (Preferences)79
Changing the Network preferences
Creating Log-in Scripts
A log-in script is a series of commands that automates logging in to a network
server, such as your corporate network or your Internet Service Provider (ISP).
You can also use non-ASCII characters or literal characters for log-in scripts.
b For details, refer to “Non-ASCII Characters for Log-in Scripts” on page 82.
Note
Depending on the type of communication adapter (sold separately), there may be cases
when there is no need to create a log-in script.
b For details on accessories that are not supplied, refer to “Read This First (Operating
Instructions).”
1 On the Network Preferences screen, tap Details.
The Details screen is displayed.
2 Tap Script.
The Log in Script screen is displayed.
3 Tap the arrow V next to End and select one of the following
commands.
When the command requires additional information, a field appears to the
right of it for you to enter the information.
Wait ForTells your CLIÉ handheld to wait for specific characters
Wait For PromptDetects a challenge-response prompt coming from the
SendTransmits specific characters to the TCP/IP server to
Send CRTransmits a carriage return or LF character to the TCP/
Send User IDTransmits the User ID information entered in the User
from the TCP/IP server before executing the next
command.
server and displays the dynamically generated challenge
value. It then enters the challenge value into your token
card, which in turn generates a response value for you to
enter on your CLIÉ handheld. This command takes two
arguments, separated by a vertical bar (|) on the input
line.
which you are connecting.
IP server to which you are connecting.
ID field of the Network Preferences screen.
Continued on next page
• • • • • • • • • • • • • • •
Customizing your Sony CLIÉ™ handheld (Preferences)80
Changing the Network preferences
Send PasswordTransmits the password entered in the Password field of
DelayTells your CLIÉ handheld to wait a specific number of
Get IPReads an IP address and uses it as the IP address for your
PromptOpens a dialog box and prompts you to enter text of
EndIdentifies the last line in the log-in script.
the Network Preferences screen. If you did not enter
a password, this c ommand prompts you to enter one. The
Password command is usually followed by a Send CR
command.
seconds before executing the next command in the log-in
script.
CLIÉ handheld. This command is used with SLIP
connections.
some kind (for example, a password or a security code).
4 Repeat step 3 until the log-in script is complete.
5 Tap OK.
The Details screen is displayed.
6 Tap OK.
The Network Preferences screen is displayed.
Customizing your Sony CLIÉ™ handheld (Preferences)81
Changing the Network preferences
Non-ASCII Characters for Log-in Scripts
The following information enables you to create a custom log-in script that
require non-ASCII characters. It is provided for advanced users who
understand the use and requirements of such characters in a custom log-in
script.
Use of ^char
You may use the caret ( ^ ) to transmit ASCII command characters. If you send
^char, and the ASCII value of character is between @ and _, then the character
is automatically translated to a single-byte value between 0 and 31.
For example, ^M is converted to a carriage return.
If the character is a value between A and Z, then the character sequence is
translated to a single-byte value between 1 and 26. If the character is any other
value, then the character sequence is not subject to any special processing. For
example, the string “Joe^M” transmits Joe, followed by a carriage return.
Carriage return and line feed
You may include carriage return and line feed commands as part of the log-in
script, when they are entered in the following format.
•<cr> : Sends or receives a carriage return
•<lf> : Sends or receives a line feed
For example, the string “waitfor 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.
Literal characters
The backslash ( \ ) character defines that the next character is transmitted as a
literal character, and is not subject to any special processing ordinarily
associated with that character.
Examples:
• \^ : Includes a caret as part of the string
• \< : Includes a < as part of the string
• \ \ : Includes a backslash as part of the string
Customizing your Sony CLIÉ™ handheld (Preferences)82
Changing the Network preferences
Using the Network preferences menus
This section describes the menu commands specific to the network
preferences. For the menu commands that are common for the CLIÉ handheld
applications, refer to “Common menus” on page 25.
Service menus
NewCreates a new service template.
Delete...Deletes the current service template.
DuplicateDuplicates the current service template.
Options menus
View LogDisplays the Network Log that lists the history of your
Internet connection.
Tap Done to close the Network Log screen.
Customizing your Sony CLIÉ™ handheld (Preferences)83
Creating Graffiti® ShortCuts
You can create abbreviations (ShortCuts) for entering text with Graffiti®
writing.
b For details on how to use Graffiti
1 Tap the arrow V in the upper right corner of the Preferences
screen and select ShortCuts.
The ShortCuts Preferences screen is displayed.
2 Tap New.
The ShortCut Entry dialog box is displayed.
3 Enter the ShortCut name and an abbreviation (character
string).
4 Tap OK.
The new ShortCut is created and displayed in the list of ShortCuts.
To Edit a ShortCut
1 Tap a ShortCut you want to edit and tap Edit.
®
ShortCuts, refer to “Using Shortcuts” on page 43.
2 Edit the ShortCut name or the abbreviation (character string)
and tap OK.
To Delete a ShortCut
1 Tap a ShortCut you want to delete and tap Delete.
The confirmation dialog box is displayed.
2 Tap Yes.
The selected ShortCut is deleted.
Customizing your Sony CLIÉ™ handheld (Preferences)84
Exchanging and
updating data using
the HotSync
®
operation (Other
HotSync
®
operations)
This chapter explains how to perform the different methods
of the HotSync
operation using the USB cable and plug adapter, giving you
broader usage of the HotSync
performing the HotSync
being at your home.
Customizing the HotSync® application
settings (Conduit)
The programs handling data of each application during the
HotSync
For each application, you can define a set of options that determine how data
is handled during synchronization. By default, the HotSync
synchronizes all data between your CLIÉ handheld and the Palm™ Desktop for
CLIÉ software.
In addition to the conduits for Date Book, Address Book, To Do List and Memo Pad, the Palm™ Desktop for CLIÉ software offers System and Install
conduits. The System conduit backs up the system information stored on your
CLIÉ handheld. The Install conduit installs add-on applications to your CLIÉ
handheld. You can select them as needed.
®
operation are called “conduit.”
®
operation
1 Click the HotSync icon in the Windows task tray and
select Custom from the HotSync Manager Shortcut menu.
You can also select Custom from the HotSync menu of the Palm™
Desktop for CLIÉ software.
The Custom window is displayed.
2 Select the user name you are using on your CLIÉ handheld
from the list at the top.
3 Select a conduit in the Conduit list.
Continued on next page
• • • • • • • • • • • • • • •
Exchanging and updating data using the HotSync® operation (Other
HotSync
®
operations)
86
Customizing the HotSync® application settings (Conduit)
4 Click Change.
The Change HotSync Action window is displayed.
5 Click to select one of the following:
• Synchronize the files
• Desktop overwrites handheld
• handheld overwrites Desktop
• Do nothing
6 Click OK.
7 Repeat step 2 through 6 to customize conduit settings for
other applications (or other users).
8 Click Done.
The conduit setting is changed.
Notes
• The conduit setting is applied only to the next HotSync® operation. Thereafter, the
HotSync Actions revert to their default. To create a new default, in step 5, select the
Set as default check box.
• To restore the default, click Default in the Custom window.
Exchanging and updating data using the HotSync® operation (Other
HotSync
®
operations)
87
Synchronizing with external data (File Link)
You can synchronize Address Book or Memo Pad data on your CLIÉ handheld
with external files such as Address Book data on your computer (File Link).
HotSync
of your Palm™ Desktop for CLIÉ software and your CLIÉ handheld. You can
set the File Link feature to start synchronization only when the external file has
been updated.
The compatible file formats that you can synchronize with File
Link
• Comma delimited (*.csv)
• Memo Pad archive of the Palm™ Desktop for CLIÉ software (*.mpa)
• Address Book archive of the Palm™ Desktop for CLIÉ software (*.aba)
• Text file (*.txt)
b For details on how to set up File Link, refer to the online help of the Palm™ Desktop
®
Manager stores the file data on your computer in a separate category
for CLIÉ software.
Exchanging and updating data using the HotSync® operation (Other
HotSync
®
operations)
88
Customizing HotSync® Manager start-up and
HotSync
1 Click the HotSync icon in the Windows task tray and
2 Click the General tab and select a setting as needed.
3 Click the Local tab and adjust the setting for the connection
®
setup options
select Setup from the HotSync Managershortcut menu.
The Setup window is displayed.
If you are not sure which option to use, select Always available.
• Always available: Starts the HotSync
starts. This allows you to perform the HotSync
the Palm™ Desktop for CLIÉ software is not running.
• Available only when the Palm™ Desktop is running: Starts the
HotSync
software.
• Manual: Starts the HotSync
HotSync Manager from the Windows Start menu.
between your CLIÉ handheld and your computer as needed.
• Serial port: Specifies the computer port that is used for the HotSync®
operation. Note that the serial port for the HotSync
be shared with the port for modem.
• Speed: Determines the speed at which data is transferred. Try the As
Fast As Possible rate first, and adjust downward if you have any
problems. You do not need to set the speed when you perform the
HotSync
®
Manager when you start the Palm™ Desktop for CLIÉ
®
Manager only when you select
®
operation with the supplied USB cable and plug adapter.
®
Manager when Windows
®
operation even when
®
operation cannot
4 Click the Modem tab and select the setting for the modem
as needed.
b
For details, refer to “Performing the HotSync® operation via a modem” on page
93.
5 Click the Network tab and select the setting for the network
as needed.
6 Click OK to finish.
Exchanging and updating data using the HotSync® operation (Other
HotSync
®
operations)
89
Performing the IR HotSync® operation
You can use the IR (infrared) port of your CLIÉ handheld supporting the IrDA
(Infrared Data Association) standard to perform the IR HotSync
with a computer equipped with an IR port. The IR HotSync
you to perform the HotSync
adapter.
®
operation without using the USB cable and plug
®
operation
®
operation enables
Prior to performing the IR HotSync® operation
Verify the following.
• Your computer is equipped with an IR port supporting the IrDA standard.
• The IR port of your computer is enabled for Windows operating system use.
• Check the port number allocated to the IR port.
The IR port number is available in the Infrared Monitor in the Control Panel.
For details about the Infrared Monitor, refer to the manual of your computer or
the Windows online help.
Preparing your computer
To perform the IR HotSync® operation, you need to allocate a virtual port for
the IR HotSync
For Windows 2000 Professional/Windows XP
®
operation.
1 Click the HotSync icon in the Windows task tray and
select IR from the HotSync Manager shortcut menu.
The IR HotSync® operation is enabled.
For Windows 98 Second Edition/Me
1 Click the HotSync icon in the Windows task tray and
select Local Serial from the HotSync Manager shortcut
menu.
Continued on next page
• • • • • • • • • • • • • • •
Exchanging and updating data using the HotSync® operation (Other
HotSync
®
operations)
90
Performing the IR HotSync® operation
2 Click the HotSync icon in the Windows task tray again
and select Setup from the HotSync Manager shortcut
menu.
The Setup window is displayed.
3 Click the Local tab.
4 Adjust the following settings as needed.
• Serial port: Specifies a virtual port for an infrared port. If you are not
sure of the connection port, refer to the Infrared Monitor in the
Windows Control Panel.
• Speed: Determines the speed at which data is transferred. Try the As Fast As Possible rate first, and adjust downward if you have any
problems.
5 Tap OK.
The IR HotSync® operation is enabled.
Note
When performing the local HotSync® operation with the USB cable and plug adapter
after you set for the IR HotSync
settings.
b For details, refer to “To restore the local HotSync settings” on page 92.
Exchanging and updating data using the HotSync® operation (Other
HotSync
®
operations)
®
operation, you need to restore the local HotSync
Continued on next page
• • • • • • • • • • • • • • •
91
Performing the IR HotSync® operation
Performing the IR HotSync® operation
You can perform the IR HotSync® operation when you have prepared your
computer setting, CLIÉ handheld setting and Conduit Setup.
1 Rotate the Jog Dial™ navigator to select [HotSync] icon on
the Application Launcher screen and press the Jog Dial™
navigator.
The HotSync screen is displayed.
Tip
You can also tap [HotSync]icon to display the HotSync screen.
2 Tap Local.
3 Tap the arrow V and select IR to a PC/Handheld.
4 Point the IR port of your CLIÉ handheld directly at the IR port
of your computer.
For best results, your CLIÉ handheld and your computer should be 4 to 8
inches (approximately 10 to 20 centimeters) apart, and the path between
your CLIÉ handheld and your computer must be unobstructed.
5 Tap the HotSync icon.
The HotSync® operation starts.
The message will be displayed to note that the HotSync
complete.
To restore the local HotSync settings
When performing the local HotSync® operation with the USB cable and plug
adapter after you set for the IR HotSync
local HotSync settings.
®
operation, you need to restore the
1 Connect your CLIÉ handheld and your computer.
2 Click the HotSync icon in the Windows task tray and
select Local USB from the HotSync Manager shortcut
menu.
Exchanging and updating data using the HotSync® operation (Other
HotSync
®
operations)
®
operation is
92
Performing the HotSync® operation via a
modem
You can perform the HotSync® operation via a modem when you are away
from your computer.
+
modem
Your CLIÉ handheld away
from your computer
The HotSync® operation
with your computer at home
Notes
• For the first HotSync® operation, you need to perform the local HotSync®
operation using the USB cable and plug adapter (page 47).
• It may take some time to complete the HotSync
shorten the time required to synchronize data with a modem, define the files and/
or applications you synchronize with the modem HotSync
For details, refer to “Selecting the conduits for the modem HotSync
page 97.
®
operation via a modem. To
®
operation in advance.
®
operation” on
Prior to performing the HotSync® operation via a modem
Verify the following.
• A modem or terminal adapter (TA) is connected to your computer.
• The Palm™ Desktop for CLIÉ software is properly configured for use with
the modem.
b For details, refer to “Customizing HotSync
HotSync
®
setup options” on page 89.
®
Manager start-up and
Exchanging and updating data using the HotSync® operation (Other
HotSync
®
operations)
93
Performing the HotSync® operation via a modem
Preparing your computer
To perform the HotSync® operation via a modem, you need to follow the steps
below to set your computer to receive a call from your CLIÉ handheld.
1 Verify the following.
• The modem is connected to your computer and both the modem and
computer are turned on.
• No communication applications, such as fax or telephone software, are
running on the COM port.
• The computer is disconnected from the Internet.
2 Click the HotSync icon in the Windows task tray and
select Modem from the HotSync Manager shortcut menu.
3 Click the HotSync icon in the Windows task tray again
and select Setup from the HotSync Manager shortcut
menu.
The Setup window is displayed.
4 Click the Modem tab.
Continued on next page
• • • • • • • • • • • • • • •
Exchanging and updating data using the HotSync® operation (Other
HotSync
®
operations)
94
Performing the HotSync® operation via a modem
5 Adjust the following settings as needed.
• Serial port: Specifies the port for the modem. If you are not sure of the
port settings, check the Modem Properties (Phone and Modem
Options for Windows 2000 Professional/XP) in the Windows
Control Panel.
• Speed: Determines the speed at which data is transferred. Try the As
Fast As Possible rate first, and adjust downward if you have any
problems.
• Modem: Specifies the modem type or manufacturer. If you are not sure
of your modem type or if you cannot find your modem type in the list,
select Hayes Basic.
• Setup string: Identifies the setup string for your modem automatically
if you specify the modem type or manufacturer. If it does not work
properly, refer to the manual of your modem.
6 Click OK.
Preparing your CLIÉ handheld
Follow the steps below to set up your CLIÉ handheld for the modem HotSync®
operation.
1 Rotate the Jog Dial™ navigator to select [HotSync] icon on
the Application Launcher screen and press the Jog Dial™
navigator.
The HotSync screen is displayed.
Tip
You can also tap [HotSync] icon to display the HotSync screen.
2 Tap Modem.
Continued on next page
• • • • • • • • • • • • • • •
Exchanging and updating data using the HotSync® operation (Other
HotSync
®
operations)
95
Performing the HotSync® operation via a modem
3 Tap the arrow V beneath the HotSync icon and select
a modem.
4 Tap the Enter phone # field beneath the modem name.
The Phone Setup screen is displayed.
5 Adjust the following settings as needed:
1 Enter the telephone number used to access the modem connected to
your computer.
2 Enter a dial prefix (such as “9”) to access an outside line, and tap the
Dial prefix check box as needed. You can also enter a comma in the
field to introduce a pause in the dialing sequence. Each comma equals
a two second pause.
3 If the phone line you are using for your CLIÉ handheld has Call
Waiting, select the Disable call waiting check box to avoid an
interruption during the modem HotSync
4 If you want to use a calling card to place the call, select the Use
calling card check box and enter the calling card number.
®
operation.
6 Tap OK.
The HotSync screen is displayed.
Exchanging and updating data using the HotSync® operation (Other
HotSync
®
operations)
96
Performing the HotSync® operation via a modem
Selecting the conduits for the modem HotSync®
operation
You can specify files and/or applications to be synchronized to shorten the time
required to synchronize data with a modem.
b For details, refer to “Customizing the HotSync
(Conduit)” on page 86.
Note
If your CLIÉ handheld settings do not match those made in the Change HotSync
Action window, the operation complies with your CLIÉ handheld settings.
®
application settings
1 Rotate the Jog Dial™ navigator to select [HotSync] icon on
the Application Launcher screen and press the Jog Dial™
navigator.
The HotSync screen is displayed.
Tip
You can also tap [HotSync] icon to display the HotSync screen.
2 Tap the Menu icon.
3 Tap Conduit Setup from the Options menu.
The Conduit Setup screen is displayed.
Continued on next page
• • • • • • • • • • • • • • •
Exchanging and updating data using the HotSync® operation (Other
HotSync
®
operations)
97
Performing the HotSync® operation via a modem
4 Tap the check boxes to clear the selection of files and
applications that you do not want to synchronize during the
modem HotSync
By default, all files are selected to be synchronized.
The data of applications that do not have a database (such as games)
cannot be synchronized.
®
operation.
5 Tap OK.
The conduit settings are changed.
Performing the HotSync® operation via a modem
You can perform the modem HotSync® operation when you have prepared
your computer setting, CLIÉ handheld setting and Conduit Setup.
1 Rotate the Jog Dial™ navigator to select [HotSync] icon on
the Application Launcher screen and press the Jog Dial™
navigator.
The HotSync screen is displayed.
Tip
You can also tap [HotSync] icon to display the HotSync screen.
2 Tap the HotSync icon.
The HotSync® operation starts.
The message will be displayed to note that the HotSync
complete.
Exchanging and updating data using the HotSync® operation (Other
HotSync
®
operations)
®
operation is
98
Performing the HotSync® operation via a
network
To perform the HotSync® operations via a network, you must have network
administrator skills.
You can perform the HotSync® operation via a network between your CLIÉ
handheld and the computer connected to the LAN at your office when you are
out of your office. You may not be able to perform the HotSync
a network depending on the network environment of your office.
For details, contact the administrator of the remote access server.
Prior to performing the HotSync® operation via a network
Verify the following.
• Both your company’s network system and its remote access server support
TCP/IP.
• You have a remote access account.
Preparing your computer
1 Click the HotSync icon in the Windows task tray and
select Network from the HotSync Manager shortcut menu.
®
operation via
2 Click the HotSync icon in the Windows task tray again
and select Setup from the HotSync Manager shortcut
menu.
The Setup window is displayed.
3 Click the Network tab.
4 Click the check box next to the user name for HotSync.
Click TCP/IP Settings and assign a subnet mask as needed.
For details on a subnet mask address, refer to the manual of your operating
system or contact the system administrator.
5 Click OK.
Continued on next page
• • • • • • • • • • • • • • •
Exchanging and updating data using the HotSync® operation (Other
HotSync
®
operations)
99
Performing the HotSync® operation via a network
6 Connect your CLIÉ handheld to your computer and perform
the HotSync
The computer information (Primary PC name and Primary PC address (IP
address)) is transferred to your CLIÉ handheld.
When you perform the HotSync
handheld identifies the computer based on the information transferred.
®
operation.
®
operation via a network, your CLIÉ
Exchanging and updating data using the HotSync® operation (Other
HotSync
®
operations)
100
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