Instrukcja obsługi Sony PEGNR70U PDA

Sony PDA PEGNR70U PDA

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Operating

Instructions

Chapter 1

Chapter 2

Chapter 3

Chapter 4

Chapter 5

Chapter 6

Personal Entertainment Organizer

PEG-NR70V/U

PEG-NR70/U

Basic operations of your

Sony CLIÉ Handheld

Using basic applications

Exchanging and updating

data using a HotSync®

operation

Communicating using

your Sony CLIÉ Handheld

Customizing your Sony

CLIÉ Handheld

(Preferences)

Additional information

Continued on next page

Table of contents

Chapter 1

Basic operations of your

Sony CLIÉ Handheld

Turning your Sony CLIÉ Handheld

on and off .............................................. 8

Using the stylus...................................... 9

Using the Jog Dial™ navigator ............ 11

Entering data into your Sony

CLIÉ Handheld ...................................... 12

Using the hardware keyboard ............... 12

Using Graffiti® writing to enter data ..... 15

Using the software keyboard ................. 24

Using the on-screen keyboard ............... 26

Using your computer keyboard .............. 28

Adjusting the screen ............................ 29

Resetting your Sony CLIÉ Handheld..... 30

Performing a soft reset .......................... 30

Performing a hard reset ......................... 31

Chapter 2

Using basic applications

Managing schedules and events

(Date Book) ................................... 33

Scheduling an event .............................. 33

Checking schedules ............................... 40

Editing Date Book events ...................... 46

Using the Date Book menus .................. 51

Managing addresses and phone

numbers (Address Book)............... 53

Creating a new Address Book entry ...... 53

Viewing Address Book entries ............... 55

Editing Address Book entries ................. 59

Using the Address Book menus ............. 65

Managing tasks and things to do

(To Do List) ................................... 67

Creating To Do List items ...................... 67

Viewing To Do List items ....................... 68

Checking off a To Do List item ............... 69

Working with To Do List ........................ 70

Using the To Do List menus ................... 74

Creating memos (Memo Pad) ...... 75

Creating a new memo ........................... 75

Reviewing memos ................................. 77

Editing memos ....................................... 80

Using the Memo Pad menus.................. 82

Using Calculator (Calc) .................. 83

Calculating with Calculator ................... 83

Using the Calculator buttons ................. 84

Using the Calculator menus................... 84

Performing common tasks ................... 85

Using the Application Launcher ............. 85

Categorizing records .............................. 89

Finding records ...................................... 92

Protecting your data (Security) .............. 96

Attaching notes ................................... 102

Purging records ................................... 103

Using the Edit menu ............................ 104

Choosing fonts .................................... 105

Chapter 3

Exchanging and updating data

using a HotSync® operation

What is a HotSync® operation? ......... 107

Performing a local HotSync® operation

with the cradle ................................... 108

Table of contents

Continued on next page

Using the Palm™ Desktop for CLIÉ

software ............................................. 110

Starting the Palm™ Desktop for CLIÉ

software .............................................. 110

Basic operations of the Palm Desktop

for CLIÉ software ................................. 110

Locating the Palm Desktop for CLIÉ

components ......................................... 111

Advanced HotSync® operations ........ 112

Setting the HotSync® setup options .... 112

Customizing HotSync application settings

(Conduits) ............................................ 114

Conducting an IR HotSync operation ... 116

Conducting a HotSync operation

via modem........................................... 119

Conducting a HotSync operation

via a network....................................... 125

Importing data from a Windows

application........................................... 130

Synchronizing with external data

(File Link) ............................................. 132

Chapter 4

Communicating using your

Sony CLIÉ Handheld

Beaming between your Sony CLIÉ

Handheld and another Palm OS® PDA134

What you can do with beaming ........... 134

Beaming information ........................... 135

Receiving beamed information ............ 136

Tips on beaming information ............... 136

Using Memory Stick® media.............. 137

What is Memory Stick® media? .......... 137

Inserting and removing Memory Stick

media .................................................. 138

Protecting the data in Memory Stick

media .................................................. 140

Starting an application stored in

Memory Stick media ............................ 141

Starting an application automatically

when Memory Stick media is inserted . 141

Viewing information of the inserted

Memory Stick media (Card Info) .......... 142

Formatting Memory Stick media.......... 143

Exchanging data via

Memory Stick® media........................ 145

Starting the Memory Stick® Gate

(MS Gate) application .......................... 145

Copying your CLIÉ handheld data to

Memory Stick media ............................ 148

Copying data from Memory Stick

media to your CLIÉ handheld............... 150

Deleting data in Memory Stick media .. 153

Using the MS Gate menus ................... 155

Installing applications to/from

Memory Stick media without using

the MS Gate application ...................... 156

Chapter 5

Customizing your Sony

CLIÉ Handheld (Preferences)

What you can do with

Preferences ................................. 159

Changing the Buttons preferences .... 161

Assigning applications to buttons ....... 161

Changing the full-screen pen stroke

activities .............................................. 162

Assigning applications to HotSync®

buttons ................................................ 163

Changing the Jog Dial™ navigator

preferences ........................................ 164

About the manuals

Welcome to the Sony Personal Entertainment Organizer (referred to as the

“CLIÉ handheld” in this manual).

Your CLIÉ handheld comes with three manuals:

Read This First

Read This First provides an overview of your CLIÉ handheld’s features,

hardware and software setup, installation instructions, and other important

details. Before reading the other manuals, read the Read This First manual.

Operating Instructions (this manual)

This manual describes all you need to know about how to use your CLIÉ

handheld and the Personal Information Management applications that come

with it.

The manual shows you how to:

■Turn your CLIÉ handheld on and off, reset your CLIÉ handheld, and

enter data (Chapter 1)

■Use Personal Information Management applications: Date Book,

Address Book, To Do List, Memo Pad, and Calculator (Chapter 2)

■Perform a HotSync® operation with your computer (Chapter 3)

■Exchange data with another handheld by beaming or via Memory Stick®

media (Chapter 4)

■Personalize your CLIÉ handheld with your own preferences settings

(Chapter 5)

■Back-up data or transfer data into a different CLIÉ handheld, maintain

your CLIÉ handheld, and work with the Troubleshooting section and

other technical information (Chapter 6)

Continued on next page

Chapter 1

Basic operations of your Sony CLIÉ Handheld

This chapter describes how to turn your CLIÉ handheld on and off, enter data, and

perform other basic operations.

Contents

Turning your Sony CLIÉ Handheld on and off .............................. 8

Using the stylus ........................................................................... 9

Using the Jog Dial™ navigator .................................................. 11

Entering data into your Sony CLIÉ Handheld ............................. 12

Using the hardware keyboard .............................................. 12

Using Graffiti® writing to enter data .................................... 15

Using the software keyboard ............................................... 24

Using the on-screen keyboard.............................................. 26

Using your computer keyboard ............................................ 28

Adjusting the screen ................................................................. 29

Resetting your Sony CLIÉ Handheld .......................................... 30

Performing a soft reset ........................................................ 30

Performing a hard reset ....................................................... 31

Chapter1 Basic operations of your Sony CLIÉ Handheld 8

Turning your Sony CLIÉ Handheld on and off

Turning on your CLIÉ handheld

Open the display panel, and press the POWER button.

Your CLIÉ handheld is turned on, and the last screen you viewed is

displayed.

When you turn on your CLIÉ handheld for the first time, the Setup screen

appears.

Note

If the CLIÉ handheld does not turn on, make sure that the HOLD switch is not in the

protect position.

Tip

You can set the power to turn on or off with the BACK button. For details,

see page 164.

Turning off your CLIÉ handheld

Press the POWER button again.

The power is turned off. You do not have to save data, quit an application,

or perform any of the other shutdown procedures that your computer

requires.

Note

If you press the POWER button and hold it down for two seconds or longer, you can

turn the backlight on the screen on or off.

Press the POWER button.

BACK button

HOLD switch

Chapter1 Basic operations of your Sony CLIÉ Handheld 9

Using the stylus

With your CLIÉ handheld, you can use the supplied stylus to enter

characters or specify an application you want to run.

Taking out the stylus

The stylus is stored in the holder on the keyboard panel of your CLIÉ

handheld. Pull it out to use your CLIÉ handheld.

To avoid losing the stylus, always put it back in its holder on your CLIÉ

handheld after use.

Tapping

When you enter characters on your CLIÉ handheld’s screen, open an

application, or select an item, press lightly on the desired button or icon with

the stylus.

This action is called “tapping.”

Take out the stylus.

Press lightly (tap) on the screen

Chapter1 Basic operations of your Sony CLIÉ Handheld 10

Using the stylus

Dragging

Just as you can drag the mouse to select (and drag) text or move objects on

your computer, you can use the stylus to drag an item on the screen of your

CLIÉ handheld. Press the stylus lightly on the item, and move it along the

screen surface.

Examples of dragging:

To display data above or below the current viewing area on the screen, use

the stylus to drag the slider of any scroll bar.

To select multiple characters or items together, use the stylus to drag along

the desired characters or items.

On full-screen dragging

By default, full-screen dragging from the bottom of the writing area to the

top of the screen displays the Graffiti® Help on the screen. You can assign

the full-screen dragging to another activity. See page 162 for details.

Touch the desired item on the screen

with the stylus, and move it along the

screen surface (drag).

Chapter1 Basic operations of your Sony CLIÉ Handheld 11

Using the Jog Dial™ navigator

Your CLIÉ handheld is equipped with a Jog Dial™

navigator, which allows you to perform all major

operations without the stylus. You can operate your

CLIÉ handheld using the Jog Dial navigator with just

one hand.

The icon of any application that supports Jog Dial

navigator operations is marked with the Jog Dial

navigator mark*.

For applications not supporting the Jog Dial navigator operations, you can

use the JogAssist function to enable Jog Dial navigator operations. For

details, see “Changing the Jog Dial™ navigator preferences” on page 164.

* The World Alarm Clock icon and the PhotoStand icon does not have the mark,

but supports the Jog Dial navigator operations.

Rotating the Jog Dial navigator

Rotate the Jog Dial navigator to select various items

in succession or to select an application to start.

The operations you can perform by rotating the Jog

Dial navigator differ depending on the application

you are using. For details, refer to the instructions for

each application.

Pressing the Jog Dial navigator

Press the Jog Dial navigator to run the highlighted

application.

The operations you can do by pressing the Jog Dial

navigator differ depending on the application you

are using. For details, refer to the instructions for

each application.

Rotating while holding down the Jog Dial navigator

Some applications support operations executed by rotating and pressing the

Jog Dial navigator. For details, refer to the instructions for each application.

mark

Chapter1 Basic operations of your Sony CLIÉ Handheld 12

Entering data into your Sony CLIÉ Handheld

Using the hardware keyboard

Your CLIÉ handheld comes with a hardware keyboard that includes most

characters that you need when entering text and data.The hardware

keyboard can be used in the same way as your computer keyboard.

1Open any application (such as Memo Pad).

2Tap any record, or tap New.

3Press the character keys to enter text and numbers.

You can use the hardware keyboard in the same way as with the

keyboard of your computer.

To enter the numbers and marks printed in blue, Hold down the Fn key

and press the character key. Aside from entering text, you can scroll up,

down, and sideways with the arrow keys.

Continued on next page

Tab

Caps shift Caps lock

Backspace

Carriage return

Arrow keys

Chapter1 Basic operations of your Sony CLIÉ Handheld 13

4After you finish, tap Done to close the record.

Special key combinations

You can carry out commands using the hardware keys in combination.

Commands for entering data

Key combination example:

Fn + character c Hold down the Fn key and press the character key.

Combination Function

Fn + character Enters the numbers and marks printed in blue.

Shift + character Enters the uppercase alphabet at Caps lock off, enters the

lowercase at Caps lock on.

Shift + t/TSelects continuing/preceding text.

Shift + Ctrl + tSelects all continuing text.

Shift + Ctrl + TSelects all preceding text.

Ctrl + C Copies the selected text.

Ctrl + X Cuts out the selected text.

Ctrl + V Pastes the selected text.

Ctrl + D Deletes the selected text.

Ctrl + Tab Jumps to the next field.

Ctrl + Shift + Tab Jumps back to the previous field.

Entering data into your Sony CLIÉ Handheld

Continued on next page

Chapter1 Basic operations of your Sony CLIÉ Handheld 14

Commands for other operations

Key combination example:

Ctrl + L c Hold down the Ctrl key and press the L key.

Combination Function

Ctrl + L Turns the backlight on and off.

Ctrl + H Switches to the Application launcher screen.

Ctrl + M Displays the menu.

Ctrl + F Opens the Find dialog box.

Ctrl + R/rJogs up/down.

Ctrl + Shift + R/r(Same as rotating the Jog Dial navigator upwards/

downwards while keeping it pressed).

Ctrl + 3(Same as pressing the Jog Dial navigator).

[Ctrl + 3] and hold (Same as keeping the Jog Dial navigator pressed).

Ctrl + BS (Same as pressing the BACK button).

[Ctrl + BS] and hold (Same as keeping the BACK button pressed).

Entering data into your Sony CLIÉ Handheld

Chapter1 Basic operations of your Sony CLIÉ Handheld 15

Using Graffiti® writing to enter data

This section describes the procedures for creating letters, numbers,

punctuation, and symbols, and teaches you some Graffiti® tips and tricks.

What is Graffiti writing?

Most people find they can enter text quickly and accurately with only

minutes of practice. Graffiti writing includes any character you can type on a

standard keyboard. The Graffiti strokes closely resemble the uppercase

letters of the regular alphabet, which makes Graffiti writing easy to learn.

There are four basic concepts for success with Graffiti writing:

•If you draw the character shape exactly as shown in the Writing Graffiti

alphabet table in this chapter and as shown below, you can achieve 100%

accuracy.

•The heavy dot on each shape shows where to begin the stroke. Certain

characters have similar shapes, but different beginning and end points.

Always begin the stroke at the heavy dot (you should not create the heavy

dot; it is only there to show you where to begin the 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 equivalents.

•

The on-screen Graffiti writing area is divided into two parts: one for

writing the letters of the alphabet and one for writing numbers. The small

marks at the top and bottom of the Graffiti writing area separate the two

areas.

Graffiti writing examples:

A, B, C, D, and E

Division marks

Write letters here Write numbers here

Entering data into your Sony CLIÉ Handheld

Chapter1 Basic operations of your Sony CLIÉ Handheld 16

Entering data into your Sony CLIÉ Handheld

Writing Graffiti letters

1Tap where you want your text to go.

Note

You need to tap above the Graffiti writing area, and you must see a flashing cursor

before you write the text.

2Use the tables on the following pages to find the stroke

shape for the letter you want to create. For example, the

stroke shown below creates the letter "n".

Note

There are two different stroke shapes available for some letters. For these letters,

choose the one that's easiest for you.

As you will see later, you use the same shape to create both the upper

case and lower case version of a letter.

3Position the stylus in the left-hand side of the Graffiti writing

area.

4Start your stroke at the heavy dot and draw the stroke shape

as it appears in the tables.

5Lift the stylus from the screen at the end of the stroke shape.

That is all there is to it. When you lift the stylus from the screen, your

CLIÉ handheld recognizes your stroke immediately and prints the letter

at the insertion point on the screen.

As soon as you lift the stylus from the screen, you can begin the stroke for

the next character you want to write.

Lift stylus here

Start stroke at heavy dot

Position the stylus

Continued on next page

Chapter1 Basic operations of your Sony CLIÉ Handheld 18

Entering data into your Sony CLIÉ Handheld

Writing the Graffiti alphabet

Write Graffiti letters corresponding to the letters of the alphabet, as shown

below, in the left side of the Graffiti writing area.

A N

B O

C P

D Q

E R

F S

G T

H U

I V

J W

K X

L Y

M Z

Space BackSpace

Carriage Return Period Tap twice

Chapter1 Basic operations of your Sony CLIÉ Handheld 19

Entering data into your Sony CLIÉ Handheld

To write capital letters

If you shift to caps, you can make capital letters with the same stroke shapes

as the basic alphabet characters.

•To draw the first letter of a word as a capital letter

Use the Caps Shift stroke .

To return to the lowercase, 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 .

To return to the lowercase, use the Caps Shift stroke .

Writing numbers

Write the following Graffiti numbers on the right side (numbers side) of the

Graffiti writing area.

0 5

1 6

2 7

3 8

4 9

Caps Shift

Caps Lock

Chapter1 Basic operations of your Sony CLIÉ Handheld 20

Entering data into your Sony CLIÉ Handheld

Writing punctuation marks

Make a single tap on the Graffiti writing area to activate Punctuation Shift.

The next stroke you make anywhere in the Graffiti area (the letters or

numbers side) creates a punctuation mark.

(.) Period (—) Dash

(,) Comma ( ( ) Left Paren

(‘) Apostrophe ( ) ) Right Paren

(?) Question (/) Slash

(!) Exclamation ($) Dollar

(@) At (\) Back slash

(#) Number ({) Left brace

(%) Percent (}) Right brace

(^) Circumflex ([) Left square bracket

(&) Ampersand (]) Right square bracket

(*) Asterisk (-) Swung dash

(<) Left angle bracket

(\) Grave accent

(>) Right angle bracket

(;) Semicolon

(_) Under bar (:) Colon

(“) Ditto Tab

Punctuation Shift

Chapter1 Basic operations of your Sony CLIÉ Handheld 21

Entering data into your Sony CLIÉ Handheld

Symbol Shift

Writing symbols and extended characters

Make a Symbol Shift stroke on the Graffiti writing area to activate Symbol

Shift. The next stroke you make creates a symbol or extended character.

(•) Bullet x

(™) Trademark ÷

(®) Registered =

(©) Copyrighted (¢) Cent

(‘) Left single quotation

(¥) Yen

(’) Right single quotation

(£) Pound

(“) Left double quotation

() Euro

(”) Right double quotation

(§) Section ¡

(º) Degree ß

+ µ

± ƒ

Chapter1 Basic operations of your Sony CLIÉ Handheld 22

Entering data into your Sony CLIÉ Handheld

Writing accented characters and non-English characters

To create accented characters, draw the stroke normally used to create the

letter, followed by an accent stroke. Graffiti writing then adds the accent to

the letter.

To enter “é,” for example, draw and then .

à è ì ò ù á é í ó ú ´y

â ê î ô û ã õ ñ

ä ï ö ü ÿ å

To write non-English characters

You can write the following characters without any special punctuation or

shifting:

ç æ

Note

You must write these non-English characters on the left side of the Graffiti writing area.

Chapter1 Basic operations of your Sony CLIÉ Handheld 23

Entering data into your Sony CLIÉ handheld

Using Navigation strokes

In addition to character symbols, Graffiti writing includes special strokes

that you can use to navigate within text or fields in your applications.

Move cursor right

Move cursor left

Go to the previous field (Address Book only)

Go to the next field (Address Book only)

Open Address Record (Address Book only)

Using Graffiti ShortCuts

Graffiti ShortCuts, similar to the glossary or autotext features of some word

processors, allow you to enter commonly used words or phrases quickly and

easily. In addition to the following predefined ShortCuts, you can create

your own ShortCuts for your name or the header of a memo (page 175).

Each ShortCut can represent up to 45 characters.

To use a ShortCut, draw the ShortCut stroke followed by the ShortCut

characters. When you draw the ShortCut stroke, the ShortCut symbol

appears at the insertion point to show that you are in ShortCut mode.

When you enter and dts ( , , and ), you can enter date and time

stamps.

Date stamp ds Breakfast br

Time stamp ts Lunch lu

Date/time stamps dts Dinner di

Meeting me

Chapter1 Basic operations of your Sony CLIÉ Handheld 24

Using the software keyboard

You can switch the Graffiti writing area into a software keyboard when you

need to enter text or numbers into your CLIÉ handheld.

To use the software keyboard:

1Open any application (such as Memo Pad).

2Tap any record, or tap New.

3Tap the keyboard icon.

The software keyboard is displayed.

Tap the keyboard icon.

Entering data into your Sony CLIÉ Handheld

Continued on next page

Tab

Caps shift

Caps lock

Backspace

Tap here to switch to other

keyboards

: The alphabetic keyboard

: The international keyboard

: The symbol keyboard

Carriage return

Graffiti writing area icon:

tap to switch to the

Graffiti writing area

Chapter1 Basic operations of your Sony CLIÉ Handheld 25

4Select the desired keyboard and tap the characters to enter

text and numbers.

You can use the software keyboard in the same way as in the keyboard of

your computer. To enter capital letter, tap cap and then tap the character

button. To delete a character, tap B.

Notes

• If you have the High Resolution Assist function (page 187) turned off, the software

keyboard switches back to the Graffiti writing area when you switch applications.

• While running an application that does not support high resolution, you cannot

switch to the software keyboard.

Entering data into your Sony CLIÉ Handheld

Chapter1 Basic operations of your Sony CLIÉ Handheld 26

Entering data into your Sony CLIÉ Handheld

Using the on-screen keyboard

You can open the on-screen keyboard any time you need to enter text or

numbers into your CLIÉ handheld. Note that you cannot enter Graffiti

characters while using the on-screen keyboard.

To use the on-screen keyboard:

1Open any application (such as Memo Pad).

2Tap any record, or tap New.

3Tap "a" to open the alphabetic keyboard, or tap "1" to open

the numeric keyboard.

The selected keyboard is displayed.

Continued on next page

Tap here for the

numeric keyboard

Tap here for the

alphabetic keyboard

Tab

Caps shift

Caps lock

Backspace

Tap to switch to other keyboards.

: The alphabetic keyboard

: The numeric keyboard

: The international keyboard

Carriage

return

Alphabetic Numeric

Chapter1 Basic operations of your Sony CLIÉ Handheld 27

Entering data into your Sony CLIÉ Handheld

4Select 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 B.

5After you finish, tap Done to close the on-screen keyboard

and place the text in the record.

Chapter1 Basic operations of your Sony CLIÉ Handheld 28

Entering data into your Sony CLIÉ Handheld

Using your computer keyboard

If you have a lot of data to enter or prefer to use the computer keyboard, you

can use the Palm™ Desktop for CLIÉ software or any other supported

personal information manager (PIM), such as Microsoft Outlook®, to enter

information. You can then perform a HotSync® operation to synchronize the

information on your computer with the information on your CLIÉ handheld.

All the main applications on your CLIÉ handheld are also available in the

Palm Desktop for CLIÉ software and in most PIMs, so you don't need to

learn different applications.

Refer to the Palm Desktop for CLIÉ software online Help for more

information on entering data on your computer.

To import data from your computer or another handheld

If you have data stored in computer applications such as spreadsheets databases, or if

you want to import data from another handheld, you can transfer the data to your CLIÉ

handheld and use it without entering data manually. Save the data in a compatible file

format (.csv, .txt, .tab, .tsv, .dba, .aba, .tda, .mpa), import it into your Palm Desktop for

CLIÉ software, and then perform a HotSync operation to transfer the data to your CLIÉ

handheld. For details, see “Chapter 3: Exchanging and updating data using a

HotSync® operation.”

Chapter1 Basic operations of your Sony CLIÉ Handheld 30

Resetting your Sony CLIÉ Handheld

Under normal circumstances, you do not have to reset your CLIÉ handheld.

On rare occasions, however, your CLIÉ handheld may no longer respond to

buttons or the screen due to insufficient memory or other reasons. In this

case, you need to perform a reset to get your CLIÉ handheld running again.

Performing a soft reset

A soft reset tells your CLIÉ handheld to stop what it’s doing and start over

again. All records and entries stored in your CLIÉ handheld are retained in

a soft reset.

1Take out the reset tip by unscrewing the metal barrel from

the stylus quill.

2Use the reset tip to gently press the reset button inside the

hole on the back panel of your CLIÉ handheld.

The system shuts down and then restarts.

After restarting, the system displays “palm powered,” “CLIÉ,” and

“SONY,” followed by the preferences screen for setting the time and

date.

Chapter1 Basic operations of your Sony CLIÉ Handheld 31

Resetting your Sony CLIÉ Handheld

Performing a hard reset

If the soft reset does not solve the problem, you need to perform a hard reset

to restart your CLIÉ handheld.

Note

With a hard reset, all records and entries stored in your CLIÉ handheld are

erased. Perform a hard reset only if a soft reset does not solve your problem.

You can restore your CLIÉ handheld data if you save a back-up on your

computer or Memory Stick media. For details on how to save a back-up, see

“Backing up data of your Sony CLIÉ handheld” on page 189.

1Set your CLIÉ handheld in the “opened style,” and hold down

the POWER button on your CLIÉ handheld.

2While holding down the POWER button, use the reset tip to

gently press and release the reset button.

The Palm Powered logo screen is displayed.

3Release the POWER button.

A message warning that you are about to erase all the data stored on your

CLIÉ handheld is displayed.

4Press the scroll button on the keyboard panel of your CLIÉ

handheld upwards.

Your CLIÉ handheld undergoes a hard reset.

After a hard reset, only the current date and time are retained. Formats,

Preferences, and other settings are restored to their factory default

settings.

Note

If the scroll button was used just prior to hard-resetting, the hard-reset may not be

performed.

Chapter 2

Using basic applications

This chapter describes how to perform tasks that are specific to the basic applications

of your CLIÉ handheld: Date Book, Address Book, To Do List, Memo Pad, and

Calculator.

Contents

Managing schedules and events (Date Book)..................... 33

Managing addresses and phone numbers

(Address Book) ................................................................... 53

Managing tasks and things to do

(To Do List) ......................................................................... 67

Creating memos (Memo Pad) ............................................. 75

Using Calculator (Calc) ....................................................... 83

Performing common tasks......................................................... 85

Using the Application Launcher ........................................... 85

Categorizing records............................................................ 89

Finding records.................................................................... 92

Protecting your data (Security) ............................................. 96

Attaching notes ................................................................. 102

Purging records ................................................................. 103

Using the Edit menu .......................................................... 104

Choosing fonts .................................................................. 105

Chapter2 Using Basic applications 33

Managing schedules and events (Date Book)

Date Book lets you quickly and easily schedule appointments or any activity

associated with a date or a date and time. A record in Date Book is called an

“event.”

Note

If the HOLD switch is in the protect position, you cannot operate your CLIÉ handheld.

Scheduling an event

Scheduling an event for the current date

1Press the Date Book button on the keyboard panel.

Date Book starts up. Today’s schedule is displayed with a list of times for

a standard business day.

Tip

Press the Date Book button repeatedly to cycle through the Day, Week, Month, and

Agenda views. The Date Book views are displayed at the bottom left of the screen.

2Tap the time line that corresponds to the beginning of the

event.

Continued on next page

Chapter2 Using Basic applications 34

Managing schedules and events (Date Book)

3Enter a description of the event.

You can enter a description or a note of up to 255 characters in length.

4If the event is one hour long, skip to step 7. If the event is

longer or shorter than one hour, tap the time of the event to

open the Set Time dialog box.

5Perform one of the following to set the duration of the

event:

•Tap the time columns on the right side of the Set Time dialog box to

set the Start Time, and tap the End Time box. Then tap the time

columns to set the End Time.

•Tap All Day to automatically insert the start and end time of the event

as defined in your Date Book preferences.

6Tap OK.

7Tap a blank area of the screen to deselect the event.

A vertical line appears next to the time, indicating the duration of the

event.

Continued on next page

Chapter2 Using Basic applications 35

Managing schedules and events (Date Book)

Tip

You can open the Set Time dialog box (to select a start time) by writing a number on the

number side of the Graffiti writing area while making sure no event is selected.

To schedule an untimed event

In step 5, tap No Time. A new untimed event is displayed in the first line in

Date Book with a ♦ mark.

Scheduling a timed event for another date

1Press the Date Book button on the keyboard panel.

Date Book starts up.

2Do one of the following to select the date you want for the

event:

•Tap the day of the week at the top of the Date Book screen.

To move to another week, tap one of the scroll arrows at either side of

the day of the week area.

•Tap Go To at the bottom of the screen.

The Go To Date dialog box appears. Select a date by tapping a year,

month, and day in the calendar.

3Follow the steps for “Scheduling an event for the current

date.”

Continued on next page

Chapter2 Using Basic applications 36

Managing schedules and events (Date Book)

Tip

You can also use the scroll button on the keyboard panel to move forward or backward

one day or one month at a time.

To schedule an untimed event

In step 3, tap New, and then tap No Time. Then follow the steps for

“Scheduling an event for the current date.”

Tip

You can create a new untimed event by making sure no event is selected and then

writing letters in the Graffiti writing area. When you start writing, the untimed event

appears at the top of the screen.

Scheduling repeating or continuous events

The Repeat function lets you schedule events that recur at regular intervals

or extend over a period of consecutive days.

Examples of repeating or continuous events

•Birthday: an event that repeats annually

•Weekly guitar lesson: an event that falls on the same day of the week and

the same time of day

•Business trip or vacation: a continuous event

1Press the Date Book button on the keyboard panel.

Date Book starts.

2Tap the description of the event.

3Tap Details.

The Event Details dialog box appears.

Continued on next page

Chapter2 Using Basic applications 37

Managing schedules and events (Date Book)

4Tap the Repeat box.

The Change Repeat dialog box appears.

5Tap Day, Week, Month, or Year to set how often the event

repeats.

For a continuous event, tap Day.

6Enter a number on the Every line that corresponds to how

often you want the event to repeat.

•When you tap Week: Tap a letter representing each day of the week

on Repeat on line to specify the day you want the event to repeat.

Continued on next page

Chapter2 Using Basic applications 38

Managing schedules and events (Date Book)

•When you tap Month: On the Repeat by line, tap Day to repeat the

event on the specified day of the same week each month, or tap Date

to repeat the event on the specified date each month.

7To specify an end date for the repeating or continuous event,

tap the arrow V next to End on to display the drop-down list,

and tap Choose Date.

The Ending On screen appears.

8Tap the end date on the screen.

The Change Repeat screen reappears.

9Tap OK.

The Event Details screen reappears.

Continued on next page

Chapter2 Using Basic applications 39

Managing schedules and events (Date Book)

Tap OK.

The Date Book screen is displayed again.

The repeat icon is displayed to the far right of the event.

Notes

•If you change the start date of a repeating event, your CLIÉ handheld

calculates the number of days you moved the event. Your CLIÉ handheld

then automatically changes the end date to maintain the duration of the

repeating event.

•If you change the repeat interval (for example, daily to weekly) of a

repeating event, past occurrences (prior to the day on which you change

the setting) are not changed, and your CLIÉ handheld creates a new

repeating event.

•If you change the date of an occurrence of a repeating event (for example,

from January 14 to January 15) and apply the change to all occurrences,

the new date becomes the start date of the repeating event. Your CLIÉ

handheld adjusts the end date to maintain the duration of the event.

•If you change other repeat settings (for example, time, alarm, private) of a

repeating event and apply the change to all occurrences, your CLIÉ

handheld creates a new event. The start date of this new event is the day

on which the setting is changed. Past occurrences (prior to the day of the

change) are not changed.

•If you apply a change to a single occurrence of a repeating event (for

example, time), that occurrence no longer shows the repeat icon.

Chapter2 Using Basic applications 40

Managing schedules and events (Date Book)

Checking schedules

Displaying the Day view

You can display and check the events for a specific day.

1Press the Date Book button on the keyboard panel.

Date Book starts. Today’s schedule is displayed.

2Rotate the Jog Dial™ navigator to display the events for

yesterday or tomorrow.

You can display the schedule for a specific day and time.

To change the Date Book view

In addition to displaying the time list for a specific day, you can also display

a whole week, a month, or an agenda.

To display the next view, press the Jog Dial navigator repeatedly.

Tip

You can also select the Date Book view by tapping an icon on the Date Book screen.

Tap one of the following icons to rotate to the corresponding calendar view:

• : Day view

• : Week view

• : Month view

• : Agenda view

Tap the desired view icon.

Chapter2 Using Basic applications 42

Managing schedules and events (Date Book)

To view the detail of an event

Tap a time bar to view the detail of that event.

To spot event conflicts

An event conflict (time overlap) appears in the Week view as overlapping

time bars and in the Day view as overlapping brackets to the left of the

conflicting times.

Chapter2 Using Basic applications 43

Managing schedules and events (Date Book)

Displaying the Month view

The Month view shows which days have events scheduled. Dots and lines in

the Month view indicate events, repeating events, and untimed events.

1Press the Date Book button on the keyboard panel.

Date Book starts.

2Press the Jog Dial navigator repeatedly, or tap the Month

view icon.

The Month view screen appears.

3Rotate the Jog Dial navigator to select the day that you want

to review.

To select the next day, rotate the Jog Dial navigator.

4Press the Jog Dial navigator.

The details of the selected day are displayed.

Tips

•Tap a day in the Month view to display that day in the Day view.

•Tap the scroll arrows in the upper right corner to move forward or backward a

month.

•Tap Go To to open the Go To Date dialog box to select a different month.

•Use the scroll buttons on the keyboard panel of your CLIÉ handheld to move

between months. Press the scroll button upwards to display the previous month or

downwards to display the next month.

Chapter2 Using Basic applications 44

Managing schedules and events (Date Book)

Displaying the Agenda view

The Agenda view shows you your appointments, untimed events, and To

Do List items in a single screen. As well as checking the detailed information

of an event, you can also use the Agenda view to check off completed To Do

List items.

1Press the Date Book button on the keyboard panel.

Date Book starts.

2Press the Jog Dial navigator repeatedly, or tap the Agenda

view icon.

The Agenda view screen appears. Today’s schedule and To Do List are

displayed.

3Rotate the Jog Dial navigator to select the day that you want

to review.

To select the next day, rotate the Jog Dial navigator.

Tips

•Tap any appointment while in Agenda view to display the Day view of the

appointment.

•Check off completed To Do List items in the Agenda view, or tap a description of an

item to go directly into the To Do List application.

Chapter2 Using Basic applications 45

Managing schedules and events (Date Book)

Changing Date and Time view

Tap and hold the date in the title bar of Date Book.

The current time appears.

When you release the stylus, the menu bar appears. If you want to avoid

displaying the menu when releasing the stylus, drag the stylus away from

the date indication after the current time appears.

Chapter2 Using Basic applications 46

Managing schedules and events (Date Book)

Editing Date Book events

Changing a date or time for an event

1On the Date Book screen, tap the event you want to edit.

2Tap Details.

The Event Details dialog box appears.

3•To change the time, tap the Time box and select a new

time.

The Set Time dialog box appears. Tap the Start Time and the End

Time.

•To change the date, tap the Date box and select a new

date.

The Set Date dialog box appears. Specify the year, month, and day in

the calendar.

4Tap OK.

Chapter2 Using Basic applications 47

Managing schedules and events (Date Book)

Changing a timed event to an untimed event

1On the Date Book screen, tap the event you want to edit.

2Tap Details.

3Tap the Time box.

The Set Time screen appears.

4Tap No Time, and tap OK.

The Event Details screen appears.

5Tap OK.

The untimed event is displayed in the first line with the untimed ◆ mark.

Chapter2 Using Basic applications 48

Managing schedules and events (Date Book)

Setting an alarm for an event

The Alarm setting enables you to set an audible alarm for events in your

Date Book. The default Alarm setting is 5 minutes before the time of the

event, but you can change this to any number of minutes, hours, or days.

When you set an alarm, an alarm icon appears to the far right of the event

with the alarm.

Tip

You can also set your CLIÉ handheld to flash its LED for an event instead of, or in

addition to, an audible alarm. For details, see “Turning the LED alarm on or off” on

page 172.

1On the Date Book screen, tap the event to which you want to

assign an alarm.

2Tap Details.

The Event Details dialog box appears.

3Tap the Alarm check box to select it.

The alarm is set.

4Tap the arrow V to select the time unit from among Minutes,

Hours, or Days.

5Tap the “5” next to the Alarm check box and enter any

number from 0 to 99 as the number of time units.

6Tap OK.

Continued on next page

Chapter2 Using Basic applications 49

Managing schedules and events (Date Book)

Setting an alarm for an untimed event

You can set a silent alarm for an untimed event. In this case, the alarm

triggers at the specified period of minutes, hours, or days before midnight

(beginning) of the day of the untimed event. No audible alarm sounds for an

untimed event. The reminder message appears on-screen instead.

Example: When you set an alarm for an untimed event that occurs on

February 4 and if the alarm is set for 5 minutes, the reminder message

appears at 11:55 PM on the night of February 3. The reminder remains on-

screen until you turn on your handheld and tap OK to erase it.

Making an event private

You can hide records that you mark as private. If you define a password for

your CLIÉ handheld, you must enter it to display private records.

1On the Date Book screen, tap the event you want to mark as

private.

2Tap Details.

The Event Details dialog box appears.

3Tap the Private check box.

4Tap OK.

The event is marked as private. For hiding or masking private events, see

“Protecting your data (Security)” on page 96.

Chapter2 Using Basic applications 50

Managing schedules and events (Date Book)

Deleting events

You can delete existing events in Date Book.

Note

If you delete the contents of a repeating event, all the related events will be deleted.

When deleting an event in the Delete Event dialog box, you can delete a single event as

an exception or delete all the related events.

1On the Date Book screen, tap the event you want to delete.

2Tap Details.

3Tap Delete.

The Delete Event dialog box appears.

4Tap OK to delete the event.

The selected event is deleted. To cancel deletion, tap Cancel.

Tip

If you select the “Save archive copy on PC” check box, the deleted event will be

saved onto the Palm™ Desktop for CLIÉ software on your computer during the

next HotSync® operation.

Chapter2 Using Basic applications 51

Managing schedules and events (Date Book)

Continued on next page

Using the Date Book menus

This section describes the menu commands specific to Date Book. For the

Edit menu, see “Using the Edit menu” on page 104.

Record menus

New Event Creates a new event. The Set Time dialog box for

selecting the start and end times is displayed.

Delete Event Deletes the currently selected event. The Delete Event

dialog box appears.

Attach Note Attaches notes to the current event. A dialog box for

entering comments appears.

Delete Note Deletes a note from the current event. The Delete Note

dialog box is displayed.

Purge You can specify a certain period based on the current

date and discard any events that were created before the

specified date. Use this function to save memory space.

Notes

•A repeated event will not be deleted.

•By default, the events that you purge will be saved in

the Palm Desktop for CLIÉ software on your

computer at the next HotSync® operation. To delete

the events completely, clear the check box ( ) for

“Save archive copy on PC” in the Purge dialog box.

Beam Event Sends the current event to another CLIÉ handheld via the

infrared communications port.

Options menus

Font You can select a desired font in the Select Font dialog

box.

Chapter2 Using Basic applications 52

Managing schedules and events (Date Book)

Preferences •Start/End Time: Defines the start and end times for

Date Book screens. If the time slots you select do not

fit on one screen, you can tap the scroll arrows to

scroll up and down.

•Alarm Preset: Automatically sets an alarm for each

new event. The silent alarm for untimed events is

defined by minutes, days, or hours before midnight of

the date of the event.

•Alarm Sound: Sets the sound of the alarm. If you

import a sound of your choice to your CLIÉ handheld

using the Sound Converter software, it will appear

here in the menu for Alarm Sound. For details, see the

Add-on Application Guide.

•Remind Me: Defines how many times the alarm

sounds. The choices are Once, Twice, 3 Times, 5

Times, and 10 Times.

•Play Every: Defines how often the alarm sounds. The

choices are a Minute, 5 minutes, 10 minutes, and 30

minutes.

Display Options Changes the Date Book’s appearance and which events

are displayed.

•Show Time Bars: Activates the time bars that appear

in the Day view. The time bars show the duration of

an event and illustrate event conflicts.

•Compress Day View: Controls how times appear in

the Day view. When Compress Day view is off, all

time slots are displayed. When it is on, start and end

times display for each event, but blank time slots

toward the bottom of the screen disappear to

minimize scrolling.

•Month View settings: These check boxes apply to the

Month view of Date Book. You can activate any or all

of these settings to show that you have Timed,

Untimed, or Daily Repeating events in the Month

view only.

Phone Lookup The Phone Number Lookup screen appears. If there is an

Address Book entry, you can look up the phone number

of the selected item.

Security Hides the current item unless the password is entered.

You can select the view option from among Show

Records, Mask Records, or Hide Records.

About Date Book Shows version information for Date Book.

Chapter2 Using Basic applications 53

Managing addresses and phone numbers

(Address Book)

Address Book lets you keep names, addresses, telephone numbers, and

other information about your personal or business contacts.

An item in Address Book is called an “entry.”

Note

If the HOLD switch is in the protect position, you cannot operate your CLIÉ handheld.

Creating a new Address Book entry

1Press the Address Book button on the keyboard panel.

The Address screen is displayed.

Note

Press the Address Book button repeatedly to cycle through the categories in which

you have entries.

2Tap New.

The Address Edit screen appears.

3Enter the last name of the person you want to add to Address

Book.

The first letter of each field (except numeric and e-mail fields) is

automatically capitalized.

4Tap First name.

The cursor shifts to the first name field.

You can also use Graffiti® writing to move the cursor to the next field by

entering .

Continued on next page

Chapter2 Using Basic applications 54

Managing addresses and phone numbers (Address Book)

5Enter the first name in the First name field.

6Repeat steps 4 and 5 to enter the other items of information

that you want to include.

You can tap the scroll arrow V next to each item to display the list of

choices and then tap the desired item in the list.

7To move to the next page of information, tap the scroll arrow

V on the bottom-right corner of the screen.

8After you finish entering all the necessary information, tap

Done.

The Address screen is displayed again.

Tip

You can also use the Palm™ Desktop for CLIÉ software to create entries on your

computer and then download them to your CLIÉ handheld with your next HotSync®

operation. See “Performing a local HotSync® operation with the cradle” on page 108 for

details.

Chapter2 Using Basic applications 55

Managing addresses and phone numbers (Address Book)

Viewing Address Book entries

1Press the Address Book button on the keyboard panel.

The Address screen is displayed, listing your current entries.

2Rotate the Jog Dial™ navigator to select the address entry

you want to view.

If the desired address entry is not displayed, rotate the Jog Dial navigator

further to scroll up or down the entire list.

3Press the Jog Dial navigator.

The Address View screen of the selected entry is displayed.

4To return to the list of address entries, press the Jog Dial

navigator again or press the BACK button.

The Address screen is displayed again.

Tips

•If there are multiple pages of information, the scroll button moves up or down an

address list or the Address View screen. If you hold down the scroll button, you

accelerate the scrolling and display every third screen.

•You can also use the stylus to tap the on-screen scroll arrows to scroll to the entry.

To view an image pasted to an address entry

Tap an image on the Address View screen. The image is displayed across the

whole screen. To return the Address View screen, tap the image again.

To view the next page of the Address View screen

Rotate the Jog Dial navigator. The next or previous page of data is displayed.

Chapter2 Using Basic applications 56

Managing addresses and phone numbers (Address Book)

Viewing addresses by category

Press the Jog Dial navigator when the address list is displayed but

none of the listed entries are selected.

Each time you press the Jog Dial navigator, the display toggles through all

the available categories.

To select a category from the categories list

Tap the arrow V at the upper right corner of the screen to display the

category list. You can select the desired category from the list.

Chapter2 Using Basic applications 57

Managing addresses and phone numbers (Address Book)

Sorting the address entries in the list

You can sort the address entries in your desired order: listing by last and

then first name or listing by company and then last name. The address

entries will be displayed in the selected order when you start Address Book.

Any changes in the address order, however, do not affect the original

address entries.

1Press the Address Book button on the keyboard panel.

The Address screen is displayed, listing your current entries.

2Tap the Menu icon.

Address Book menu is displayed.

3Tap Options, and tap Preferences.

The Address Book Preferences dialog box appears.

4Tap the desired order of the address entries in the List By

field.

Select the desired order in which the address entries are to be listed when

Address Book starts.

5Tap OK.

The address entries are sorted in the selected order.

Notes

•When you tap Last Name, First Name, the address entries are sorted in

alphabetical order of an individual’s last name and then first name.

•When you tap Company, Last Name, the address entries are sorted in

alphabetical order of the company name and then an individual’s last name.

Chapter2 Using Basic applications 58

Managing addresses and phone numbers (Address Book)

Looking up an address entry

The Look Up feature helps you to scroll quickly to any of your address

entries.

1On the Address Book list screen, enter the first letter of the

entry you want to find.

The list scrolls to the first entry that begins with that letter. If you write

another letter, the list scrolls to the first entry that starts with those two

letters.

For example, writing an “s” scrolls to “Sands,” and writing “sm” scrolls

further to “Smith.” If you sort the list by company name, the Look Up

feature scrolls to the first letter of the company name.

2Tap the entry you want to view, or press the Jog Dial

navigator.

The entry you selected is shown.

Chapter2 Using Basic applications 59

Managing addresses and phone numbers (Address Book)

Editing Address Book entries

Pasting an image into an address entry

You can paste an image into the address entry. Paste a photograph of a

person or restaurant, for example, as a reminder of an address entry.

To paste an image, you must first ready an image on your CLIÉ handheld

with the PictureGear™ Pocket application. For details, see “Viewing image

files (Picture Gear Pocket)” in the Add-on Application Guide.

1Tap the address entry in the address list into which you want

to paste an image.

The Address View screen of the selected address record appears.

2Tap Edit.

The Address Edit screen appears.

3Tap No Image in the upper right of the screen.

The Select Image(s) screen appears.

Continued on next page

Tap No Image.

Chapter2 Using Basic applications 60

Managing addresses and phone numbers (Address Book)

4Tap the image you want to paste.

The image you selected is pasted into the address entry.

5Tap Done.

The Address screen is displayed again.

A camera icon is attached to the entry that has the pasted image.

Note

If you use the Palm Desktop for CLIÉ software to change the category of the

address entry that has a pasted image, the image will no longer be associated with

the address entry after the next HotSync® operation. To edit an address entry with

a pasted image, use the Address Book application in your CLIÉ handheld.

To change the image

Tap the pasted image in the Address Edit screen. The Select image(s) screen

appears. Tap to select another image.

To remove the image

Tap the pasted image in the Address Edit screen. The Select image(s) screen

appears. Tap No images.

A camera icon

Chapter2 Using Basic applications 63

Managing addresses and phone numbers (Address Book)

Deleting an address entry

1On the Address Book list screen, tap the entry you want to

delete.

The Address View screen of the selected record appears.

2Tap Edit.

The Address Edit screen appears.

3Tap Details.

The Address Entry Details dialog box appears.

4Tap Delete.

The Delete Address dialog box appears.

5Tap OK to delete the entry.

The selected entry is deleted. To cancel deletion, tap Cancel.

Tip

If you select the “Save archive copy on PC” check box, the deleted data will be

saved onto the Palm Desktop for CLIÉ software on your computer during the next

HotSync® operation.

Chapter2 Using Basic applications 65

Managing addresses and phone numbers (Address Book)

Using the Address Book menus

This section describes the menu commands specific to Address Book. For the

Edit menu, see “Using the Edit menu” on page 104. The Record and Options

menus differ depending on whether you are displaying the Address List

screen or the Address View screen.

Record menus

Delete Address Deletes the current address entry. The Delete Address dialog

box appears.

Notes

•

By default, the entry that you delete will be saved onto the

Palm Desktop for CLIÉ software on your computer during

the next HotSync

operation. To delete the entry completely,

clear the check box ( ) for “Save archive copy on PC” in

the Delete Address dialog box.

•

If the current entry has an image pasted, the image will not be deleted.

Duplicate Address

Makes a copy of the current entry and displays the copy in Address

Edit so you can make changes to the copied entry. The copy has the

same category and attached notes as the original entry.

Beam Address Sends all the address entries in the currently selected

category to another CLIÉ handheld via the infrared

communications port.

Beam Category Sends all the Address Book entries in the currently selected

category to another CLIÉ handheld via the infrared

communications port.

Attach Note Adds comments to the current address entry. Choosing this

menu opens up a screen for entering comments.

Delete Note Deletes comments from the current address entry. Choosing

this menu opens up the Delete Note dialog box. Tap Yes to

delete comments and No to cancel the delete function.

Select Business Card Defines the current address entry on a business card. A

business card icon ( ) is displayed when you set an entry

as a business card.

Beam Business Card

Sends the current business card to another CLIÉ handheld via

the infrared communications port.

Tip

You can also send a business card via the infrared

communications port by pressing and holding down the

Address Book button for longer than 2 seconds.

Chapter2 Using Basic applications 66

Managing addresses and phone numbers (Address Book)

Options menus

Font

You can select a desired font in the Select Font dialog box .

Preferences Remember last category: Determines how Address

Book appears when you return to it from another

application. If you select this check box, Address Book

shows the last category you selected. If you clear it,

Address Book displays the All category.

Rename Custom Fields These custom fields appear at the end of the Address Edit

screen. Rename them to identify the kind of information

you enter in them. The names you give the custom fields

appear in all entries.

Security Hides the current record unless the password is entered.

You can select the view option among Show Records,

Mask Records, or Hide Records.

About Address Book Shows the version information for Address Book.

Chapter2 Using basic applications 67

Managing tasks and things to do

(To Do List)

A To Do List is a list of tasks you have to complete. A record in To Do List is

called an “item.”

Note

If the HOLD switch is in the protect position, you cannot operate your CLIÉ handheld.

Creating To Do List items

1Press the To Do List button on the keyboard panel.

To Do List opens and displays the category of items you last viewed.

Note

Press the To Do List application button repeatedly to cycle through the categories

in which you have items.

2Tap New.

A new To Do item is added to To Do List.

3Enter the text of the To Do item.

You can enter multiple lines of text.

4Tap anywhere on-screen to deselect the To Do List item.

The item is deselected, and the new item is recorded to To Do List.

Tips

•If no To Do List item is currently selected, writing in the Graffiti® writing area

automatically creates a new item.

•To display text that does not fit on the screen, tap the text line.

Chapter2 Using basic applications 68

Managing tasks and things to do (To Do List)

Viewing To Do List items

You can check the items you recorded in To Do List.

1Press the To Do List button on the keyboard panel.

The To Do screen appears.

2Rotate the Jog Dial™ navigator to select the To Do List item

that contains the note you want to view.

3Press the Jog Dial navigator.

The notes of the selected item are displayed. If the item does not fit on the

screen, rotate the Jog Dial navigator to scroll the screen.

4Press the Jog Dial navigator.

The To Do List box reappears.

Viewing To Do List items by category

Press the Jog Dial navigator when To Do List is displayed but no

To Do item is selected.

Each time you press the Jog Dial navigator, the display cycles through all the

available categories.

To select the desired category from the categories list

Tap the arrow V at the upper right corner of the screen to display the

category list. You can select the desired category from the list.

Chapter2 Using basic applications 69

Managing tasks and things to do (To Do List)

Checking off a To Do List item

You can check off a To Do List item to indicate that you that you’ve

completed it. You can set To Do List to record the date that you completed

the To Do item, and you can choose to show or hide completed items. For

details, see “Changing the appearance of To Do List” on page 73.

1Press the To Do List button on the keyboard panel.

The To Do screen appears.

2Tap to select the check box on the left of the item.

The check box changes to .

Chapter2 Using basic applications 70

Managing tasks and things to do (To Do List)

Working with To Do List

Setting the priority of an item

The priority setting for items lets you arrange the tasks in your To Do List

according to their importance or urgency. The default setting for To Do List

is to arrange items by priority and due date, with priority 1 items at the top.

If you have a number of items in your list, changing an item’s priority

setting may move its position in the list.

On the To Do List screen, tap the Priority number on the left side of the item,

and then tap the desired Priority number.

You can select the Priority numbers 1 through 5, with 1 being the most

important.

Tip

You can also set the priority from the To Do Item Details dialog box.

Chapter2 Using basic applications 71

Managing tasks and things to do (To Do List)

Setting the due date for an item

You can associate a due date with any To Do List item. You can also sort the

items that appear in the list based on their due dates.

1On the To Do List screen, tap the text of the item whose due

date you want to set.

2Tap Details.

3Tap the arrow V next to Due Date, and tap a desired due

date from the drop-down list.

You can select one of the following options:

•Today: Assigns the current date.

•Tomorrow: Assigns the next day’s date.

•One week later: Assigns the date exactly one week from the current

date.

•No Date: Assigns no due date.

•Choose Date: Opens the Due Date screen, where you can choose any

date from the calendar.

4Tap OK.

Tip

If you turn on the Show Due Dates option in the To Do Preferences dialog box, you can

tap directly on the due date in To Do List to select a desired due date.

Chapter2 Using basic applications 72

Managing tasks and things to do (To Do List)

Deleting an item

You can delete items from To Do List.

1On the To Do List screen, tap the item you want to delete.

2Tap Details.

The To Do Item Details dialog box appears.

3Tap Delete.

The Delete To Do dialog box appears.

4Tap OK to delete the item.

The selected event is deleted. To cancel deletion, tap Cancel.

Tip

If you check the “Save archive copy on PC” check box, the deleted item will be

saved onto the Palm Desktop for CLIÉ software on your computer during the next

HotSync® operation.

Chapter2 Using basic applications 73

Managing tasks and things to do (To Do List)

Changing the appearance of To Do List

The To Do Preferences dialog box enables you to change the appearance of

To Do List.

1On the To Do List screen, tap Show.

The To Do Preferences dialog box appears.

2Change the To Do Preferences settings.

You can choose any of the following settings:

•Show Completed Items: Displays your completed items in To Do

List. If you turn off this setting, your To Do items disappear from the

list when you complete (check) them.

•Show Only Due Items: Shows only the items that are currently due,

past due, or have no due date specified. When this setting is active,

items that are not yet due do not appear in the list until their due date.

•Record Completion Date: Replaces the due date with the actual date

when you complete (check) the item. If you do not assign a due date

to an item, the completion date still records when you complete the

item.

•Show Due Dates: Displays the due dates associated with items in To

Do List and displays an exclamation mark next to items that remain

incomplete after the due date passes.

•Show Priorities: Shows the priority setting for each item.

•Show Categories: Shows the category for each item.

3Tap OK.

Chapter2 Using basic applications 74

Managing tasks and things to do (To Do List)

Using the To Do List menus

This section describes the menu commands specific to To Do List. For the

Edit menu, see “Using the Edit menu” on page 104.

Record menus

Delete Item Deletes the current To Do item. The Delete To Do dialog

box appears.

Attach Note Adds a comment to the current To Do item. Choosing

this menu item opens up a screen for entering comments.

Delete Note

Deletes comments from the current To Do item. Choosing

this menu item opens up the Delete Note dialog box.

Purge Allows you to delete any completed items from To Do

List. Run this command to save memory if you have

many completed To Do items in your CLIÉ handheld.

Note

By default, the items that you purge will be saved onto

the Palm Desktop for CLIÉ software on your computer

during the next HotSync® operation. To delete the items

completely, clear the check box ( ) for “Save archive

copy on PC” in the Purge dialog box.

Beam Item Sends the current To Do item to another CLIÉ handheld

via the infrared communications port.

Beam Category Sends all the To Do items in the currently selected

category to another CLIÉ handheld via the infrared

communications port.

Options menus

Font

You can select a desired font in the Select Font dialog box.

Phone Lookup The Phone Number Lookup screen appears. If there is an

Address Book entry, you can look up the phone number

of the selected item.

Security Hides the current item unless the password is entered.

You can select the view option among Show Records,

Mask Records, or Hide Records.

About To Do List Shows the version information for To Do List.

Chapter2 Using basic applications 75

Creating memos (Memo Pad)

You can use Memo Pad to create brief memos on your CLIÉ handheld. You can

also display TXT or CSV (Comma Separated Value) document files created on

your computer (page 130). A record in Memo Pad is called a “memo.”

Note

If the HOLD switch is in the protect position, you cannot operate your CLIÉ handheld.

Creating a new memo

A memo can contain up to 4,000 characters. The number of memos you can

store is limited only by the memory available on your CLIÉ handheld.

1Press the Memo Pad button on the keyboard panel.

Memo Pad starts up. Memo Pad opens to display the last Memo Pad

screen that you viewed.

Tip

Press the Memo Pad button repeatedly to cycle through the categories in which

you have memos.

2Tap New.

A new memo is created.

Continued on next page

Chapter2 Using basic applications 76

Creating memos (Memo Pad)

3Enter the text you want to appear in the memo.

To move down to a new line, tap the Enter key when using the on-screen

keyboard, or write when using Graffiti® writing.

4Tap Done or press the BACK button when you finish.

The first line of the memo is displayed.

Tips

•You can also create a new memo by beginning your memo in the Graffiti writing area

on the Memo screen. The first letter is automatically capitalized and begins your new

memo.

•While entering text, the text may overlap the Done or Details buttons. After you

finish entering the text, the overlap disappears.

Chapter2 Using basic applications 77

Creating memos (Memo Pad)

Reviewing memos

The first line of a memo appears in the Memo List. This makes it easy to

locate and review your memos.

1Press the Memo Pad button on the keyboard panel.

Memo Pad starts and the Memo List is displayed.

2Rotate the Jog Dial™ navigator to select the memo you want

to view.

If the desired memo is not displayed, rotate the Jog Dial navigator further

to scroll up or down the memo list.

3Press the Jog Dial navigator.

The content of the selected memo is displayed. If the memo text does not

fit on the screen, rotate the Jog Dial navigator to scroll the screen.

4Press the Jog Dial navigator.

The Memo list is displayed again.

Chapter2 Using basic applications 78

Creating memos (Memo Pad)

Viewing memos by category

Press the Jog Dial navigator when the memo list is displayed but

no memo is selected.

Each time you press the Jog Dial navigator, the display cycles through all the

available categories.

Selecting the desired category from the categories list

Tap the arrow V at the upper right corner of the screen to display the

category list. You can select the desired category from the list.

Sorting memos

You can change the order in which Memo Pad shows your memos.

1Press the Memo Pad button on the keyboard panel.

Memo Pad starts and the Memo list is displayed.

2Tap the Menu icon.

A menu of commands appears.

3Tap Options, and tap Preferences.

The Memo Preferences dialog box appears.

Continued on next page

Chapter2 Using basic applications 80

Creating memos (Memo Pad)

Editing memos

Deleting a memo

You can delete an unnecessary memo from Memo Pad.

1On the Memo Pad screen, tap the memo you want to delete.

The contents of the memo you tapped appears.

2Tap Details.

The Memo Details dialog box appears.

3Tap Delete.

The Delete Memo dialog box appears.

4Tap OK to delete the memo.

The selected record is deleted. To cancel deletion, tap Cancel.

Tip

If you select the “Save archive copy on PC” check box, the deleted memo will be

saved onto the Palm Desktop for CLIÉ software on your computer during the next

HotSync® operation.

Chapter2 Using basic applications 81

Creating memos (Memo Pad)

Categorizing a memo

You can categorize your memo. In step 2 of “Deleting a memo,” tap the

arrow V next to Category to display the list of available categories, and then

tap the desired category for the memo.

Making a memo private

You can hide a memo that you mark as private. If you define a password for

your CLIÉ handheld, you must enter it to display private records.

1On the Memo Pad screen, tap the memo you want to mark as

private.

2Tap Details.

The Memo Details dialog box appears.

3Tap to select the Private check box.

4Tap OK.

The memo is marked as private. For details on hiding or masking private

events, see “Protecting your data (Security)” on page 96.

Chapter2 Using basic applications 85

Performing common tasks

This section describes how to perform tasks that you can do in most or all of

the basic applications.

Note

If the HOLD switch is in the protect position, you cannot operate your CLIÉ handheld.

Using the Application Launcher

This section describes how to switch between applications, how to change

application settings so they are customized to your work methods, and how

to categorize applications so you can view them in related groups.

1To open the Application Launcher screen, tap the Home

icon.

Tip

In addition to providing a way for you to open applications, the Application Launcher

screen displays the current time, battery level, and the application category.

Selecting applications

To open an application, choose from the following options:

•Tap the icon of the application you want to open. If you have many

applications installed on your CLIÉ handheld, tap the scroll bar to see all

the available applications.

•Rotate the Jog Dial™ navigator to select the application. Push the Jog Dial

navigator to launch the selected application.

•Press an application button , , , or on the keyboard panel to

display the selected application immediately.

Chapter2 Using basic applications 86

Performing common tasks

Categorizing applications

The category feature enables you to manage the number of application icons

that appear in the Application Launcher screen. You can assign an application

to a category and then display a single category or all your applications.

To categorize an application

1Tap the Home icon.

2Tap the Menu icon.

3Tap Category from the App menu.

The Category screen appears.

4Tap the arrow V next to each application to select a category

from the drop-down list.

Tip

To create a new category for an application, tap Edit Categories from the drop-

down list. Tap New, enter the category name, and tap OK to add the category. Tap

OK again.

5Tap Done.

To display applications by category

1Tap the Home icon.

2Do one of the following:

•Tap the Home icon repeatedly to cycle through all the categories.

•Tap the arrow V in the upper right corner of the screen, and tap the desired

category from the drop-down categories list.

•Push the Jog Dial navigator repeatedly while no applications are highlighted.

Continued on next page

Chapter2 Using basic applications 87

Note

If you have a Memory Stick® media inserted in your CLIÉ handheld, a Card icon

appears at the bottom of the drop-down categories list. For details on how to use the

Memory Stick media, see chapter 4.

Changing the Application Launcher display

By default, the Application Launcher displays each application as an icon.

Alternatively, you can display applications in a list format or in a smaller icon/list.

You can also choose to view the same category of applications each time you

open the Application Launcher screen.

To change the view of applications

1Tap the Home icon.

2Tap the Menu icon.

The menu is displayed.

3Tap Options, and tap Preferences.

The Preferences screen is displayed.

4 Tap the arrow V next to View By, and tap to select from List, List

(Small), or Icon (Small).

5Tap OK.

The applications are displayed in the selected format.

Continued on next page

Performing common tasks

List view List (Small) view Icon (Small) view

Chapter2 Using basic applications 88

To open the Application Launcher screen to the last-opened category

or the last-used application

1Tap the Home icon.

2Tap the Menu icon.

The menu is displayed.

3Tap Options, and tap Preferences.

The Preferences screen is displayed.

4Tap the Remember Last Category check box to select it or the

Remember Last Used App to select it.

5Tap OK.

Note

Only application started from the Application Launcher screen will be remembered as

the last-used application.

To display the Pop-up application menu with the Jog Dial navigator

In step 4, tap the arrow V next to Jog Select and tap PopUp.

Performing common tasks

Chapter2 Using basic applications 89

Performing common tasks

Categorizing records

You can categorize records in Address Book, To Do List, and Memo Pad

applications for easy retrieval. (Date Book does not have categories.) When

you create a record, it is automatically assigned to the currently displayed

category. For example, if the All category is displayed, the record is assigned

to the Unfiled category. A record can remain unfiled or it can be assigned to

a category at any time.

System-defined and user-defined categories

By default, your CLIÉ handheld includes system-defined categories, such as

All and Unfiled, and user-defined categories, such as Business and Personal.

You cannot modify the system-defined categories, but you can rename or

delete the user-defined categories. In addition, you can create your own

user-defined categories. You can have a maximum of 15 user-defined

categories in each application.

Tip

Address Book contains the QuickList user-defined category, in which you can store the

names, addresses, and phone numbers that you might need in emergencies (doctors,

fire department, lawyers, etc.).

Chapter2 Using basic applications 90

Performing common tasks

Moving a record into a category

1Tap the record that you want to categorize.

2Address Book only: Tap Edit.

The Address Edit screen appears.

3Tap Details.

4Tap the arrow V next to Category to display the list of

available categories.

5Tap the desired category for the item.

6Tap OK.

Displaying the category of records

1Tap the arrow V at the upper right corner of the screen.

A list of available categories appears.

2Tap the category you want to view.

The list screen now displays only the records assigned to that category.

Chapter2 Using basic applications 91

Performing common tasks

Defining a new category

1Tap the arrow V at the upper right corner of the screen.

A list of available categories appears.

2Tap Edit Categories.

The Edit Categories screen is displayed.

3Tap New.

The Edit Categories dialog box is displayed.

4Enter a new category name, and tap OK.

You can assign any of your entries to the new category.

Chapter2 Using basic applications 92

Performing common tasks

Finding records

Your CLIÉ handheld lets you find information by entering text in the Find

dialog box or searching for a phone number using the Phone Lookup option.

These two options are available for all the basic CLIÉ applications.

Each application offers ways to find information:

•Date Book, To Do List, Memo Pad: Phone Lookup displays the Address

List screen and lets you add the information that appears in this list to a

record.

•Address Book: The Look Up line lets you enter the first letters of a name

to scroll immediately to that name.

Using the Find option

The Find option lets you locate any text you specify in any application. For

example, if the text appears in Address Book and Date Book, the Find option

displays both occurrences in the Find dialog box.

1Tap the Find icon.

The Find dialog box appears.

2Enter the text you want to find.

You can enter letters, symbols, or numbers.

Continued on next page

Chapter2 Using basic applications 94

Performing common tasks

Using the Phone Lookup option

The Phone Lookup option lets you find a telephone number from the

Address list screen and lets you add the information that appears in this list

to a record. For example, you can add a telephone number from the Address

list to an entry in Memo Pad.

1Display the record in which you want to insert a phone

number.

The record can be in Date Book, To Do List, or Memo Pad.

2Tap the Menu icon.

The menu of the application appears.

3Tap Options, and tap Phone Lookup.

The Phone Number Lookup screen appears.

4Tap the phone number you want to add.

Tip

To quickly find a phone number, enter the first few letters of the name you want to

find in the Look Up field in the lower screen.

Continued on next page

Chapter2 Using basic applications 95

Performing common tasks

5Tap Add.

The Phone Lookup closes and the name and phone number are added to

the record you displayed in step 1.

To activate Phone Lookup with Graffiti®

Write the Graffiti® Command stroke to activate Phone Lookup.

Phone Lookup using text

Drag and highlight text, and then write the Graffiti Command stroke .

The selected text is replaced with the found name and phone number.

If multiple records are found, the Phone Number Lookup screen appears.

Chapter2 Using basic applications 96

Performing common tasks

Protecting your data (Security)

Your CLIÉ handheld includes a Security application that allows you to

protect your data from unauthorized users.

With Security, you can do the following:

•Lock and turn off your CLIÉ handheld so that it does not operate until you

enter the correct password.

•Set the CLIÉ handheld to automatically lock at or after a preset time or

whenever you turn it off.

•Mask all records that you mark as private so the information appears

greyed out.

•Hide all records that you mark as private so they do not appear on any

screen.

Tip

All private records can be masked or hidden, with or without a password. Without a

password, the masked record will be unmasked when you tap it. With a password, you

must enter the password to view the private records.

Assigning a password

You can assign a password to protect your private records and to lock your

CLIÉ handheld.

1Rotate the Jog Dial navigator to select Security, and press the

Jog Dial navigator. Or tap the Security icon on the

Application Launcher screen.

The Security screen appears.

Continued on next page

Chapter2 Using basic applications 97

Performing common tasks

2Tap Unassigned.

The Password dialog box appears.

3Enter a password and a hint to remember it, and tap OK.

The dialog box for verifying the password appears.

4Enter the same password again to verify it, and tap OK.

Your password is assigned. In Password, “-Assigned-” is displayed.

To lock your CLIÉ handheld with this password, see page 99.

Changing or deleting a password

1Rotate the Jog Dial navigator to select Security, and press the

Jog Dial navigator. Or tap the Security icon on the

Application Launcher screen.

The Security screen appears.

2Tap -Assigned-.

The Password dialog box appears.

3Enter the current password, and tap OK.

The dialog box used to enter a new password appears.

Continued on next page

Chapter2 Using basic applications 98

Performing common tasks

4•To change the password, enter a new password, and tap

OK.

•To delete the password, tap Unassign.

If you forget your password

If you forget your password, you can delete it. Note, however, that deleting

a forgotten password also deletes all entries and records marked as Private.

(If you synchronize with your computer before deleting a forgotten

password, you can restore your private records at the next HotSync®

operation.)

1Tap Lost Password in step 3.

The Delete Password dialog box appears.

2Tap Yes.

Your password and private records are deleted.

Chapter2 Using basic applications 99

Performing common tasks

Locking your CLIÉ handheld with a password

You can lock your CLIÉ handheld so that you must enter your password to

operate it.

Note

If you lock your CLIÉ handheld, you must enter the exact password to restart your CLIÉ

handheld. If you forget the password, you must perform a hard reset to resume using your

CLIÉ handheld. Performing a hard reset deletes all the records in your CLIÉ handheld;

however, you can restore all synchronized data at the next HotSync® operation.

1Perform a HotSync operation to synchronize the data

between your CLIÉ handheld and your computer.

See “Chapter 3: Exchanging and updating data using a HotSync®

operation” for more information.

2Assign a password and a hint to remember it.

Follow the steps described in “Assigning a password.”

3Rotate the Jog Dial navigator to select Security, and press the

Jog Dial navigator. Or tap the Security icon on the

Application Launcher screen.

The Security screen appears.

4Tap Lock & Turn Off.

The System Lockout dialog box appears.

Continued on next page

Chapter2 Using basic applications 100

Performing common tasks

5Tap Off & Lock.

Your CLIÉ handheld is turned off and locked.

To start your CLIÉ handheld, turn it on and enter the password.

Setting your CLIÉ handheld to lock automatically

You can set your CLIÉ handheld to lock whenever you turn it off.

1Back up your data and assign a password.

Follow the steps described in “

Assigning a password

.”

2Tap Never.

The Password screen appears.

3Enter your password, and tap OK.

The Lock Handheld screen appears.

4Tap your choice from the list.

•Never: Your CLIÉ handheld will not lock automatically. To lock it

manually, you must tap Lock & Turn Off in the Security screen.

•On power off: Your CLIÉ handheld will lock when it is turned off.

•At a preset time: The Set Time dialog box appears. Set a time so your

CLIÉ handheld will lock at that preset time.

•After a preset delay: Set your CLIÉ handheld to lock if inactive for a

preset time. Enter the time, and tap the arrow V next to it to select

minutes or hours.

5Tap OK.

Chapter2 Using basic applications 101

Performing common tasks

Making records private

In all basic applications, you can make individual records private. Private

records remain visible and accessible until you select the Security setting to

hide all private records.

To mask or hide private records

You can mask or hide your private records. To view the masked or hidden

records, you need to enter the password.

1Rotate the Jog Dial navigator to select Security, or tap the

Security icon on the Application Launcher screen.

The Security screen appears.

2Tap the arrow V next to Current Privacy to select Mask Records

or Hide Records from the drop-down list.

•Mask Records: Masked records appear as grey placeholders with a

lock symbol.

•Hide Records: Hidden records disappear completely from the screen.

3Tap OK.

To display private records

In step 2, select Show Records.

If you have a password, the Show Records screen appears. Enter the

password and tap OK.

When you select Hide RecordsWhen you select Mask Records

Chapter2 Using basic applications 103

Performing common tasks

Purging records

If outdated records of Date Book or To Do List take up memory on your

CLIÉ handheld, it’s a good idea to remove them by using Purge. If you think

Date Book or To Do List records might prove useful later, you can save them

in an archive file on your computer. Purging is not available in Address

Book or Memo Pad, so delete outdated records from these applications

manually.

1Open the application.

2Tap the Menu icon.

3Tap Purge from the Record menu.

The Purge screen appears.

4Tap the arrow V, and select how old a record must be to be

purged.

5If you want to save a copy of the purged records on your

computer, select the “Save archive copy on PC” check box.

If you want to delete the records completely, clear it.

6Tap OK.

If you chose to save a copy of the purged records, your CLIÉ handheld

transfers them to an archive file on your computer the next time you

perform a HotSync® operation.

Note

Purging does not happen automatically. You must tap the command to make it happen.

Chapter2 Using basic applications 105

Performing common tasks

Choosing fonts

In all basic applications, you can change the font style to make the text easier

to read. You can choose a different font style for each application.

1Open an application.

2Tap the Menu icon.

The menu is displayed.

3Tap Options, and tap Font.

4Tap the font style you want to use.

You can select small, bold, or large font.

5Tap OK.

The text in the application is displayed in the selected font style.

Chapter3 Exchanging and updating data using a HotSync® operation 109

Performing a local HotSync® operation with the cradle

If a message stating that the selected COM port is not available is

displayed

Follow the procedures below. If the same message appears again, uninstall

the Palm Desktop for CLIÉ software, and re-install it.

1Click the HotSync icon in the Windows® task tray

(bottom-right corner of the taskbar).

A shortcut menu is displayed.

2Make sure that Local USB is selected.

If it is not selected, click Local USB to select it.

Notes

•Do not remove your CLIÉ handheld from the cradle during a HotSync operation.

•Do not press the HotSync button during a HotSync® operation. It might cause errors

and force the operation to quit.

•Do not enter power saving mode during a HotSync operation. If your computer

enters power saving mode during a HotSync operation, the HotSync Manager will be

forced to quit.

To change the user name

1In the Palm™ Desktop for CLIÉ window, click Users from the

Tools menu.

The Users dialog box is displayed.

2Click the user name you want to change in the list box, and

click Rename.

The Rename User dialog box is displayed.

3Enter a new user name and click OK.

Your CLIÉ handheld user name is changed at the next HotSync operation.

Chapter3 Exchanging and updating data using a HotSync® operation 112

Advanced HotSync® operations

Setting the HotSync® setup options

You can change how to start the HotSync® Manager and configure the local

HotSync settings.

1Click the HotSync icon in the Windows® task tray

(bottom-right corner of the taskbar), and select Setup from

the shortcut menu.

The Setup dialog box appears.

2Click the General tab to select one of the following options.

If you are not sure which option to use, keep the default setting (always

available):

•Always available: Adds the HotSync Manager to the Startup folder

and starts the HotSync Manager to monitor the USB port as soon as

Windows is started. This allows you to perform a HotSync operation

even when the Palm Desktop for CLIÉ software is not running.

•Available only when the Palm Desktop is running: Starts the

HotSync Manager when you start the Palm Desktop for CLIÉ

software.

•Manual: Starts the HotSync Manager only when you select HotSync

Manager from the Windows Start menu.

Continued on next page

Chapter3 Exchanging and updating data using a HotSync® operation 114

Advanced HotSync® operations

Customizing HotSync application settings (Conduits)

What is a “Conduit”?

For each application, you can define a set of options that determine how

records are handled during synchronization. These options are called

“conduits.” By default, a HotSync® operation synchronizes all files between

your CLIÉ handheld and the Palm Desktop for CLIÉ software.

In general, you should leave the settings as they are to synchronize all files.

The only reason you might want to change these settings is to overwrite data

on either your CLIÉ handheld or the Palm Desktop for CLIÉ software or to

avoid synchronizing a particular type of file because you do not use it.

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.

1Click the HotSync icon in the Windows task tray (bottom-

right corner of the taskbar), and select Custom from the

HotSync Manager menu.

Or, select Custom from the HotSync menu of the Palm Desktop for CLIÉ

software.

The Custom dialog box appears.

2Select the user name you are using on your CLIÉ handheld

from the drop-down list.

3Select an application in the Conduit list.

Continued on next page

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