CLIÉ Operating Instructions PEG-N770C/E

Transcription

1 CLIÉ Operatig Istructios PEG-770C/E

2 Read this first Read this first otice This product cotais software owed by Soy ad licesed by third parties. Use of such software is subject to the terms ad coditios of licese agreemets eclosed with this product. Software specificatios are subject to chage without otice ad may ot ecessarily be idetical to curret retail versios Soy Corporatio All rights reserved. Reproductio i whole or i part without permissio is prohibited. Copyright laws prohibit reproducig the software or the software maual i whole or i part, or retig the software without the permissio of the copyright holder. I o evet will SOY be liable for ay fiacial damage or loss of profits, icludig claims made by third parties, arisig out of the use of the software supplied with this player. I the evet a problem occurs with this software as a result of defective maufacturig, SOY will replace it at SOY s optio or issue a refud. However, SOY bears o other resposibility. The software provided with this player caot be used with equipmet other tha that which it is desigated for use with. Please ote that, due to cotiued efforts to improve quality, the software specificatios may be chaged without otice. Program 2001 Soy Corporatio, 2001 Palm, Ic. or its subsidiaries. All rights reserved. 1 Trademarks Soy, Memory Sticks, the Memory Stick logo, OpeMG, ad PictureGear are trademarks of Soy Corporatio. Walkma is a registered trademark of Soy Corporatio Graffiti, HotSyc ad Palm OS are registered trademarks, ad the HotSyc logo ad Palm are trademarks of Palm, Ic. or its subsidiaries. IBM ad PC/AT are registered trademarks of Iteratioal Busiess Machies Corporatio. Microsof Widows, Outlook, DirectX ad the Widows 98 logo are registered trademarks of Microsoft Corporatio. MMX ad Petium are registered trademarks of Itel Corporatio. AvatGo, the AvatGo Cliét ad the AvatGo logo are registered trademarks of AvatGo, Ic.

3 Read this first Pumatech, the Pumatech logo, Itellisyc ad Itellisyc Lite are trademarks of Pumatech, Ic.that may be registered i some jurisdictios. QuickTime ad the QuickTime logo are trademarks of Apple Computer, Ic ad are used uder licese. QuickTime is registered i the U.S. ad other coutries. Adobe ad Adobe Acrobat Reader are trademarks of Adobe Systems Icorporated. This product icludes fots owed by TypeBak Co., Ltd. uder licese. All other trademarks are trademarks of their respective owers. Please cotact your earest Soy dealer if you have ay problems with your Soy product. Safety iformatio Opeig the uit, for whatever reaso, could lead to damages that are ot covered by the guaratee. To avoid electrical shock, do ot ope the cabiet. Refer servicig to qualified persoel oly. Picture distortio may occur if this equipmet is positioed i close proximity to ay equipmet emittig electromagetic radiatio. To prevet fire or shock hazard, do ot expose your CLIÉ hadheld to rai or moisture. Use your CLIÉ hadheld oly with the supplied AC adapter. To discoect your CLIÉ hadheld completely from mais voltage, uplug the AC adapter. Please make sure that the socket outlet is easily accessible. 2 Ower's record The model umber ad serial umber are located o the back of the CLIÉ hadheld. Record the serial umber i the space provided below. Refer to these umbers wheever you call your Soy dealer regardig this product. Model umber: PEG-770C/E Serial umber:

4 Read this first Warigs Geeral Audio To prevet fire or shock hazard, do ot expose the uit to rai or moisture. To avoid electrical shocks, do ot ope the cabiet. Refer servicig to qualified persoel oly. The socket-outlet will be istalled ear the equipmet ad will be easily accessible. Use your CLIÉ hadheld oly with the supplied headphoes, as they are desiged to geerate a soud pressure level of less tha 100dB. Road safety: Do ot use headphoes while drivig, cyclig, or operatig ay motorized vehicle. It may create a traffic hazard ad is illegal i some areas. It ca also be potetially dagerous to play loud music while walkig, especially at pedestria crossigs. Be extra vigilat while usig the headphoes or eve discotiue use wheever there might be a risk. Prevetig hearig damage: Avoid usig headphoes at high volume. Hearig-experts advise agaist cotiuous, loud ad exteded play. If you experiece a rigig i your ears, reduce the volume or discotiue use. Be aware: Keep the volume at a moderate level. I this way, you ca hear outside oises ad still be aware of your surroudigs. 3

5 Read this first Regulatory iformatio This product coforms to the followig Europea Directives: 73/23/EEC (Low Voltage Directive) 89/336/EEC, 92/31/EEC (EMC Directives) 93/68/EEC (CE Markig Directive) This product complies with E Class B ad E This product has bee tested ad foud compliat with the limits set out i the EMC Directive for usig coectio cables ot loger tha 3 metres (9.8 feet). 4 Disposal of lithium-io polymer batteries This product cotais a rechargeable lithium-io polymer battery that should ot have to be replaced durig the lifetime of the product. For chagig or removig this battery, please cotact CLIÉ Techical Support. Do ot hadle damaged or leakig lithium-io polymer batteries. Dispose of promptly ad properly. The battery pack used i this device may preset a fire or chemical bur hazard if mistreated. Do ot disassemble, heat above 60 C (140 F) or icierate. Dispose of used batteries promptly. Keep away from childre. Dispose of properly at ed-of-life. I some areas the disposal of lithium io polymer batteries i households or busiess waste may be prohibited. Please use the public collectio system.

6 Welcome Welcome Cogratulatios o your latest Soy purchase! The Persoal Etertaimet Orgaiser (hereafter referred to as 'CLIÉ hadheld') fuctios as a persoal digital orgaiser where you ca record addresses, evets, memos, expese reports ad much more. As well as these fuctios, the CLIÉ hadheld also works as a iformatio termial with a excellet exteded ability to coect to other devices such as persoal computers. Ejoy the followig major features of the CLIÉ hadheld: The Persoal Digital Assistat applicatios: Date Book, Address Book, To Do List, Memo Pad, Expese ad Calculator. Data exchage capabilities or data sychroizatio with your computer (HotSyc ). Playback or still or motio pictures workig with PictureGear Lite software o your computer. Data exchage with a computer or other CLIÉ hadhelds usig the Memory Stick ad Jog Dial. Exteded features with the istallatio of add-o applicatios for the Palm Operatig System (see the Software Guide for more). Olie Operatig Istructios This guide, the Operatig Istructios, explais how to: Set up your CLIÉ hadheld Eter data Use the built-i applicatios o the CLIÉ hadheld Set up security features Sychroize data with your computer usig HotSyc Use the Memory Stick Cofigure your prefereces Troubleshoot possible commo problems. Please see the prited Read this First documet ad the olie Software Guide for other details. 5

7 Gettig Started Gettig Started This sectio is desiged to complemet the prited Read This First documet. Please refer to the gettig started explaatios there for more details. Turig your CLIÉ hadheld o ad off To tur o your CLIÉ hadheld, proceed as follows: 1 Press the power butto (1) as show i the illustratio. 2 Your CLIÉ hadheld is tured o. If this is the first time you are usig your hadheld, you will see the Setup scree. If this is ot the first time, you see the last scree you viewed. 3 If the power does ot come o, make sure that the hold switch (2) is ot i the lock positio. 6 To tur off your CLIÉ hadheld, proceed as follows: Press the power butto. The power is tured off. You do ot have to save data, quit a applicatio or perform ay of the other shutdow procedures that your computer requires. Holdig the POWER butto dow for two secods or loger will tur the scree's frotlight o or off.

8 Gettig Started Usig the stylus With your CLIÉ hadheld, you ca use the supplied stylus to eter characters or to specify a applicatio you wat to ru. The stylus is stored i the holder at the back of your CLIÉ hadheld. As show below, simply pull it out whe eeded. To avoid losig the stylus, always put it back i its holder after use. 7 Tappig To ope a applicatio or select a item, take the stylus ad press the tip lightly o the ico or item o the scree as show. This actio is called "tappig".

9 Gettig Started Draggig Just as you ca drag the mouse to move objects or text o your computer, you ca use the stylus to drag a item o the scree of your CLIÉ hadheld. To drag, press the stylus lightly o the item ad move it alog the scree surface to its ew positio. 8 You ca use the draggig actio i the followig scearios: To display data above or below the curret viewig area o the scree, use the stylus to drag the slider of ay scroll bar. To select multiple characters or items together, drag the stylus alog all the required characters or items. To display the oscree Graffiti Help, drag the stylus from the bottom of the writig area to the top of the scree. You ca assig the full-scree drag to aother activity, see Assigig prefereces to the full-scree stroke (page 107).

10 Gettig Started Usig the Jog Dial Your CLIÉ hadheld is equipped with a Jog Dial, which allows you to perform all major operatios without the stylus. You ca operate your CLIÉ hadheld usig the Jog Dial with just oe had. The ico of ay applicatio that supports Jog Dial operatios is marked with the Jog Dial symbol. For other applicatios, you ca also use the JogAssist fuctio to eable Jog Dial operatios. For details, see Chagig the Jog Dial prefereces (page 109). Rotatig the Jog Dial Rotate the Jog Dial to select various items i successio or to select a applicatio to start. The operatios you ca perform by rotatig the Jog Dial differ depedig o the applicatio you are usig. For details, refer to the istructios for each applicatio. 9 Pressig the Jog Dial Press the Jog Dial to highlight the item or to ru the applicatio you selected by rotatig the Jog Dial. The operatios you ca carry out by pressig the Jog Dial differ depedig o the applicatio you are usig. For details, refer to the istructios for each applicatio. Pressig while rotatig the Jog Dial Some applicatios support operatios executed by rotatig ad pressig the Jog Dial. For details, refer to the istructios for each applicatio.

11 Gettig Started Adjustig the frotlight You ca tur the frotlight o the scree o or off, or adjust the brightess accordig to the lightig coditios or temperature of the eviromet i which you are usig your CLIÉ hadheld. To tur the frotlight o ad off, press ad hold dow the power butto for more tha two secods. Eve with the frotlight o, you may eed to further adjust the brightess o the scree. To adjust the brightess of the frotlight level, proceed as follows: 1 Tap the ico. The adjustmet cotrol scree is displayed. 2 To chage the brightess level slightly, tap to the left or right. 3 To chage the level cosiderably, drag the slider to the left or right. You ca also press the scroll butto to move the slider gradually. 4 Tap Doe. The brightess level is adjusted. 10

12 Resettig your CLIÉ hadheld Resettig your CLIÉ hadheld Uder ormal circumstaces, you will ot have to reset your CLIÉ hadheld. O rare occasios, however, your CLIÉ hadheld may o loger respod to buttos or the scree due to isufficiet memory or other reasos. I this case, you eed to perform a reset to get your CLIÉ hadheld ruig agai. Performig a soft reset A soft reset tells your CLIÉ hadheld to stop what it is doig ad start over agai. All records ad etries stored o your CLIÉ hadheld are retaied with a soft reset. To perform a soft reset, proceed as follows: 1 Take out the reset tip by uscrewig the metal barrel from the stylus quill, as show below. 2 Use the reset tip to getly press the reset butto iside the hole o the back pael of your CLIÉ hadheld. 3 The system shuts dow ad the restarts. After restartig, the system displays Palm Powered, CLIÉ, ad Soy, followed by the Prefereces scree for settig the time ad date. 11

13 Resettig your CLIÉ hadheld Performig a hard reset Please be fully aware that followig the procedure below will make you lose all the data you have saved o your CLIÉ hadheld! If there is a problem that a soft reset caot resolve, you eed to perform a hard reset to restart your CLIÉ hadheld. With a hard reset, all records ad etries stored o your CLIÉ hadheld are erased; oly the curret date ad time are retaied. Formats, prefereces, ad other settigs are restored to their factory default settigs. Oly perform a hard reset if a soft reset does ot resolve your problem. If you save a backup of your CLIÉ hadheld data o your computer, you ca restore ay data previously sychroized with your computer durig the ext HotSyc operatio. To perform a hard reset, proceed as follows: 1 Take the reset tip from the stylus (see Performig a soft reset (page 11)). 2 While holdig dow the power butto, use the reset tip to getly press ad release the reset butto. The Palm Powered widow is displayed. 3 Release the power butto. You will see a message warig you that you are about to erase all the data stored o your CLIÉ hadheld. 4 Tap the upper half of the scroll butto o the frot pael of your CLIÉ hadheld. Your CLIÉ hadheld udergoes a hard reset ad everythig is erased apart from the curret date ad time. If the scroll butto was used just prior to hard resettig, the hard reset may ot work. 12

14 Eterig data Eterig data There are three ways to eter data o your CLIÉ hadheld: Usig Graffiti writig Usig the oscree keyboard Usig your computer keyboard. Graffiti writig Your CLIÉ hadheld icludes Graffiti writig software as the primary system for eterig text ad umbers. With Graffiti writig, you write simple strokes with the stylus ad they are istatly recogised as letters or umbers. The Graffiti strokes closely resemble the upper case letters of the regular alphabet, which makes Graffiti writig easy to lear. This sectio explais the procedures for creatig letters, umbers, puctuatio, ad symbols, as well as teachig you some Graffiti tips ad tricks. 13 Writig Graffiti letters The Graffiti writig area is divided ito two parts: oe for writig the letters of the alphabet ad oe for writig umbers. The small marks at the top ad bottom of the Graffiti writig area idicate the two areas. There are four basic cocepts for success with Graffiti writig: If you draw the character shape exactly as show below, you ca achieve 100% accuracy.

15 Eterig data The heavy dot o each shape shows where to begi the stroke. Certai characters have similar shapes, but differet begiig ad ed poits. Always begi the stroke at the heavy dot (you should ot create the heavy dot; it is oly there to show you where to begi the stroke). Most characters require oly a sigle stroke. Whe you lift the stylus from the Graffiti writig area, your CLIÉ hadheld recogises ad displays the text character immediately. To allow you to write a etire character with a sigle stroke, some Graffiti strokes are portios of the regular alphabet equivalets. Keyboards Usig the oscree keyboard 14 You ca ope the oscree keyboard ay time you eed to eter text or umbers ito your CLIÉ hadheld. ote that you caot eter Graffiti characters while usig the oscree keyboard. To use the oscree keyboard, proceed as follows: 1 Ope ay applicatio i which you wat to eter text (such as Memo Pad). 2 Tap ay record, or tap ew. 3 Tap <a> to ope the alphabetic keyboard, or tap <1> to ope the umeric keyboard. The selected keyboard is displayed. You ca toggle betwee the iteratioal, alphabetic ad umeric keyboards, as show i the ext sectios. 4 O the keyboard, simply tap the characters to eter text ad umbers. You ca use the olie keyboard i the same way as o the keyboard of your computer. For example, to eter capital letter, tap <cap> ad the tap the character butto. To delete a character, tap <B>. 5 Whe you have fiished, tap Doe to close the oscree keyboard ad place the text i the record.

16 Eterig data Alphabetic keyboard 15 O ay keyboard scree, tap abc to go to the alphabetic keyboard (1). The mai buttos are as follows: Backspace (2) Carriage retur (3) Caps shift (4) Caps lock (5) Tab (6)

17 Eterig data Iteratioal keyboard O ay keyboard scree, tap It l (1) to go to the iteratioal keyboard. 16 umeric keyboard From ay keyboard scree, tap 123 (1) to go to the umeric keyboard, as show below.

18 Eterig data Usig your computer keyboard If you have a lot of data to eter, or simply prefer to use the computer keyboard, you ca use Palm Desktop for CLIÉ software or ay other supported persoal iformatio maager (PIM), such as Microsoft Outlook, to eter iformatio. You ca the perform a HotSyc operatio to sychroize the iformatio o your computer with the iformatio o your CLIÉ hadheld. All the mai applicatios o your CLIÉ hadheld are also available i the Palm Desktop for CLIÉ software ad i most PIMs, so you do ot eed to lear differet applicatios. Refer to the Palm Desktop for CLIÉ software olie Help for more iformatio o eterig data o your computer. If you have data stored i computer applicatios such as spreadsheets, ad databases, or if you wat to import data from aother hadheld, you ca trasfer the data to your CLIÉ hadheld ad use it without eterig data maually. Save the data i a compatible file format (.csv,.txt,.tab,.tsv,.dba,.aba,.tda,.mpa), import it ito your Palm Desktop for CLIÉ software, ad the perform a HotSyc operatio to trasfer the data to your CLIÉ hadheld (see Usig HotSyc operatios (page 74)). 17

19 Maagig applicatios Maagig applicatios This chapter explais how to switch betwee applicatios o the CLIÉ hadheld, how to persoalize applicatio settigs, ad how to categorize applicatios ito related groups. The Applicatio Laucher The Applicatio Laucher displays all the default applicatios available o the CLIÉ hadheld. You ca also display selected applicatios by arragig them ito categories. To start the Applicatio Laucher, tap the Home ico. 18 As well as beig your gateway to all the applicatios, the Applicatio Laucher scree displays the curret time, battery level, ad applicatio category.

20 Maagig applicatios Opeig applicatios To ope a applicatio, proceed as follows: Tap the ico of the applicatio you wat to ope. If you have may applicatios istalled o the CLIÉ hadheld, tap the scrollbar to see all the available applicatios. Or 1 Tap the Home ico. 2 Rotate the Jog Dial to select the applicatio. 3 Push the Jog Dial to lauch the selected applicatio. Or Press a applicatio butto o the frot pael to display the selected applicatio immediately: Date Book 3. To Do list 2. Address Book 4. Memo Pad

21 Maagig applicatios Opeig applicatios o the Memory Stick To ope a applicatio o the Memory Stick, proceed as follows: 1 From the Applicatio Laucher scree, tap the arrow i the upper-right corer of the scree ad select Card (or a category with the Card ico). 2 Tap the ico of the applicatio you wat to ope. The Card ico is displayed oly whe a Memory Stick is iserted ito the CLIÉ hadheld. There are some restrictios whe opeig a applicatio copied (ot istalled usig MS Gate) oto the CLIÉ hadheld from the Memory Stick. See the Software Guide for more details. 20 Chagig the display of the Applicatio Laucher By default, the Applicatio Laucher displays applicatios as icos. You ca also display applicatios i a list format. To display applicatios i a list format, proceed as follows: 1 Tap the Home ico. 2 Tap the Meu ico. 3 Tap the Optios meu. 4 Tap Prefereces. 5 Tap the View by drop-dow list. 6 Select List. 7 Tap OK. The applicatios are ow displayed i list format.

22 Maagig applicatios Categorizig applicatios The category feature eables you to maage the umber of applicatio icos that appear o scree i the Applicatio Laucher. You ca assig a applicatio to a category ad the display a sigle category or all your applicatios. To categorize a applicatio, proceed as follows: 1 Tap the Home ico. 2 Tap the Meu ico. 3 From the App meu, select Category. The Category scree appears. 4 Tap the dow arrow ext to the applicatio you wat to categorize. 5 Select the category you wat. 6 Tap Doe. To create a ew category for a applicatio, proceed as follows: 1 Tap the Home ico. 2 Tap the Meu ico. 3 From the App meu, select Category. The Category scree appears. 4 Tap ext to applicatio you wat to categorize. 5 Tap Edit Categories. 6 Tap ew. 7 Eter the category ame. Write the ame i the Graffiti text area. 8 Tap OK to add the category. 21

23 Maagig applicatios 9 Tap OK agai. 10 Tap Doe. Sortig applicatios To display applicatios by category, proceed as follows: 1 Tap the Home ico. 2 Do oe of the followig: Tap the Home ico repeatedly to go through all the categories. Tap i the top right-had corer of the scree ad the tap the category you wat from the dropdow categories list. Push the Jog Dial repeatedly while o applicatios are selected. 22 Searchig for records Your CLIÉ hadheld lets you fid iformatio i several ways: I all applicatios, startig with the curret applicatio, you ca fid/search for selected text. I the Date Book, the To Do List ad the Memo Pad, you ca fid a telephoe umber from the Phoe Lookup to display the Address List scree ad let you add the iformatio that appears i this list to a record. I the Address Book, you ca use the Fid optio to eter the first letters of a ame ad scroll immediately to that ame. I the Expese applicatio, you ca use Lookup to display the ames i your Address Book that have data i the Compay field. You ca add these ames to a list of attedees associated with a Expese record.

24 Maagig applicatios Usig the Fid optio The Fid optio lets you search for text i ay or all applicatios. For example, if the text appears i the Address Book ad the Date Book, the Fid optio displays both occurreces i the Fid dialog box. To use Fid, proceed as follows: 1 Tap the Fid ico. The Fid dialog box appears. 2 Eter text you wat to fid. You ca fid the letters of the alphabet, symbols, ad umbers. 3 Tap OK. Fid starts ad the fid result list displays all words which iclude the text you etered. The otes attached to each record ca also be foud. 4 Tap the data you wat from the fid result list. The applicatio icludig foud data automatically starts up to display data. Tap Stop to stop the search at ay time. Tap Fid More to restart Fid. The Fid optio is ot case sesitive; searchig for 'soy' also fids 'Soy'. Select text i a applicatio before tappig the Fid ico to automatically place the text i the Fid dialog box. 23 Usig the Phoe Lookup optio The Phoe Lookup optio lets you fid a telephoe umber from the Address list ad add it to a etry i aother applicatio. For example, you ca add a telephoe umber from the Address list to a etry i the Memo Pad usig the Phoe Lookup. To use Phoe Lookup, proceed as follows: 1 Display the record i which you wat to isert a phoe umber. The record ca be i the Date Book, the To Do List, or the Memo Pad.

25 Maagig applicatios 2 Tap the Meu ico. The meu of the applicatio appears. 3 Tap Optios, the Phoe Lookup. The Phoe umber Lookup scree appears. 4 Tap a phoe umber you wat to add. 5 Tap Add. The Phoe Lookup scree closes ad the ame ad phoe umber are added to the record. To fid a phoe umber quickly, eter the first few letters of the ame you wat to fid i the Look Up field i the lower scree. You ca use Phoe Lookup by writig the shortcut for the Phoe Lookup commad i the text Graffiti area. You will fid it easy to use Phoe Lookup without displayig the Phoe Lookup scree by performig the followig: Eterig a ew ame with Phoe Lookup: For example, you write Joh with Graffiti to eter the ame ad phoe umber of Joh Smith. The ame ad phoe umber of Joh Smith are added, if Joh Smith is the oly oe i records. The records iclude may Johs, the Phoe umber Lookup scree appears. Phoe Lookup by text: You drag ad highlight text before you write with Graffiti. The Phoe Lookup starts up to exchage the selected text for the foud ame ad phoe umber. If may records for the selected text are icluded, the Phoe umber Lookup scree appears. 24 Opeig the Applicatio Laucher at the category you last opeed You ca set your CLIÉ hadheld to display the last category of applicatios you selected, each time you retur to the Applicatio Laucher. To display the last-selected category of applicatios, proceed as follows: 1 Tap the Home ico. 2 Tap the Meu ico. 3 Tap the Optios meu, the Prefereces. The Prefereces scree is displayed. 4 Select the Remember Last Category check box.

26 Maagig applicatios 5 Tap OK. The settig is made. Oly applicatios started from the Applicatio Laucher scree will be remembered as the last-used applicatio. Switchig betwee applicatios To switch betwee applicatios, you ca either: Tap the ico of the applicatio you wat. Or Press the appropriate applicatio butto o the frot pael of the CLIÉ hadheld. The CLIÉ hadheld automatically saves your work i the curret applicatio ad displays it whe you retur to that applicatio. 25 Usig the Edit scree The Edit meu is available with ay scree where you eter or edit text. I geeral, commads available i the Edit meu apply to text that you select i a applicatio. To use the Edit meu, proceed as follows: 1 Tap the drop-dow ico. The meu appears. 2 Select Edit. The Edit meu appears. You ca also double-tap to select a word, or triple-tap to select a lie of text. You ca also drag across the text to select additioal words, or drag dow to select a group of lies. The followig commads may appear i a Edit meu:

27 Maagig applicatios Udo: Reverses the actio of the last edit commad. For example, if you used Cut to remove text, Udo restores the text you removed. Udo also reverses deletios doe by usig backspace. Cut: Removes the selected text ad stores it temporarily i the memory of your orgaiser. You ca paste the text you cut ito aother area of the curret applicatio or ito a differet applicatio. Copy: Copies the selected text ad stores it temporarily i the memory of your orgaiser. You ca paste the text that you copy ito aother area of the curret applicatio or ito a differet applicatio. Paste: Iserts the text that you cut or copied at the selected poit i a record. The text you paste replaces ay selected text. If you did ot previously cut or copy text, Paste does othig. Select all: Selects all of the text i the curret record or scree. This eables you to cut or copy all of the text ad paste it elsewhere. Keyboard: Opes the oscree keyboard. Whe you have fiished with the oscree keyboard, tap Doe. Graffiti Help: Opes screes that show all the Graffiti character strokes. Use this commad aytime you forget a stroke for a character. 26 Add-o applicatios Use the accompayig CD-ROM to istall the Palm Desktop for CLIÉ software oto your computer. You ca the perform a HotSyc to trasfer the applicatios oto your CLIÉ hadheld ad make use of them there. After istallig the Palm Desktop for CLIÉ software oto your computer, ad the oto the hadheld, you ca ejoy the followig applicatios: gmovie PictureGearPocket AudioPlayer PhotoStad MS Import.

28 Maagig applicatios See the Software Guide to fid out what you ca do with these applicatios. The Software Guide will also provide explaatios o the followig pre-istalled Soy applicatios: MS Gate MS Backup MS Autoru MS AudioPlayer. 27

29 Usig your CLIÉ hadheld Usig your CLIÉ hadheld Usig the basic Palm OS applicatios Your CLIÉ hadheld is pre-istalled with the followig Palm OS basic applicatios: Date Book, Address Book, To Do List, Memo Pad, Expese ad Calculator. This sectio explais how to use them. For the basic Soy applicatios ad other software available for use o the CLIÉ hadheld, please see the Software Guide. 28 Date Book Date Book lets you quickly ad easily schedule appoitmets or ay activity associated with a date or a date ad time. A record i Date Book is called a evet. To ope Date Book, proceed as follows: 1 Press the Date Book butto o the frot pael. Date Book starts up. Today s schedule is displayed with a list of times for a stadard busiess day. 2 Press the Date Book butto repeatedly to cycle through the Day, Week, Moth, ad Ageda views. The Date Book views are displayed i the bottom left-had corer of the scree. Schedulig evets Schedulig a evet for today To schedule a evet for the curret date, proceed as follows: 1 Tap the appropriate time lie for the begiig of the evet. 2 Eter a descriptio of the evet. You ca eter a descriptio or ote up to 255 characters i legth.

30 Usig your CLIÉ hadheld 3 If the evet is oe hour log, skip to Step 6. If the evet is loger or shorter tha oe hour, tap the time of the evet to ope the Set Time dialog box. 4 To set the duratio of the evet, either: Tap the time colums o the right side of the Set Time dialog box to set the start time. Tap the Ed Time box, the tap the time colums to set the Ed Time, or; Tap All Day to automatically isert the start ad ed time of the evet as defied i your Date Book prefereces. 5 Tap OK. 6 Tap a blak area of the scree to deselect the evet. 7 A vertical lie appears ext to the time, idicatig the duratio of the evet. You ca also ope the Set Time dialog box by writig a umber i the Graffiti writig area ad makig sure o evet is selected. To schedule a utimed evet, proceed as follows: I step 3 above, tap o Time. A ew utimed evet is displayed i the first lie i Date Book. Schedulig a evet for aother date To schedule a timed evet for aother date, proceed as follows: 1 Press the Date Book butto o the frot pael. Date Book starts up. 2 Do oe of the followig to select the date you wat for the evet: Tap the day of the week o top of the Date Book scree. To move to aother week, tap oe of the scroll arrows of either side of the day of the week area. Tap Go to at the bottom of the scree. The Go to Date dialog box appears. Select a date by tappig a year, moth, ad day i the caledar. 3 Follow the steps i Schedulig a evet for today (page 28). You ca also use the scroll butto o the frot pael to move forward or backward oe day or oe moth at a time. 29

31 Usig your CLIÉ hadheld To schedule a utimed evet, proceed as follows: I step 2, tap ew ad the tap o Time. The follow the steps i Schedulig a evet for today (page 28). You ca create a ew utimed evet by makig sure o evet is selected ad the writig letters i the Graffiti writig area. Whe you start writig, the utimed evet appears at the top of the scree. Schedulig repeated ad cotiuous evets The Repeat fuctio lets you schedule evets that recur at regular itervals or exted over a period of cosecutive days. Examples of repeated or cotiuous evets: A birthday: a aual evet A weekly guitar lesso: a evet that falls o the same day of the week ad at the same time of day Busiess trip or vacatio: a cotiuous evet. To schedule a repeated evet, proceed as follows: 1 Tap the descriptio of the evet. 2 Tap Details. The Evet Details dialog box appears. 3 Tap Repeat. The Chage Repeat dialog box appears. 4 Tap Day, Week, Moth, or Year to set how ofte the evet takes place. Whe you tap Week: After Repeat, tap a letter represetig the appropriate day of the week. Whe you tap Moth: After Repeat by, either tap a day to repeat the evet o a certai day of the same week each moth, or tap Date to repeat the evet o the specified date each moth. 30

32 Usig your CLIÉ hadheld To schedule a cotiuous evet, proceed as follows: 1 Tap Day. 2 I the Every lie, eter a umber statig how ofte the evet takes place. 3 To specify a ed date for the repeated or cotiuous evet, tap the dow arrow ext to Ed o to display the drop-dow list ad the tap Choose Date. The Edig O scree appears. 4 Tap the ed date o the scree. The Chage Repeat scree appears agai. 5 Tap OK. The Evet Details scree appears agai. 6 Tap OK. The Date Book scree appears. 7 Make sure the Repeat ico is displayed to the far right of the evet. If you chage the start date of a repeated evet, your CLIÉ hadheld calculates the umber of days the evet was moved by. Your CLIÉ hadheld the automatically chages the ed date so that the duratio remais the same. If you chage the repeat iterval (for example, daily to weekly) of a repeated evet, past occurreces (prior to the day o which you chage the settig) are ot chaged, ad your CLIÉ hadheld creates a ew repeated evet. If you chage the date of a repeated evet (for example, from Jauary 14 to Jauary 15) ad apply the chage to all occurreces, the ew date becomes the start date of the repeated evet. Your CLIÉ hadheld adjusts the ed date to maitai the duratio of the evet. If you chage other repeat settigs (for example, time, alarm, private) of a repeated evet ad apply the chage to all occurreces, your CLIÉ hadheld creates a ew evet. The start date of this ew evet is the day o which the settig is chaged. Past occurreces (prior to the day of chage) are ot chaged. If you apply a chage to a sigle occurrece of a repeated evet (for example, time), that occurrece loses its repeat ico. 31

33 Usig your CLIÉ hadheld Displayig evet views As well as displayig the time for a specific day, you ca display the curret time, a whole week, a moth, or a ageda. To display the Date Book views, proceed as follows: 1 Tap the blak area o your scree, so that o evet is selected. 2 Press the Jog Dial. Each time you press the Jog Dial, you go through the differet views: daily caledar, weekly caledar, mothly caledar ad schedules for the day. 3 You ca also select a Date Book view by tappig a ico i the Date Book scree. Tap oe of the followig icos to see the correspodig caledar view: 32 Day view Week view Moth view Ageda view Day view You ca display ad check the evets for a specific day. 1 Press the Date Book butto o the frot pael. Date Book starts. Today s schedule is displayed. 2 Rotate the Jog Dial to display the evets for yesterday or tomorrow. You ca display the schedule for a specific day ad time.

34 Usig your CLIÉ hadheld Week view Week view displays a caledar of your evets for a etire week. This view lets you quickly review your appoitmets ad available time slots. I additio, the graphical display helps you spot overlaps ad coflicts i your schedule. To go to Week view, proceed as follows: 1 Press the Date Book butto o the frot pael. Date Book starts up. 2 Press the Jog Dial. The Week view appears. This scree shows the utimed evets or available time slots. 3 Rotate the Jog Dial to select the day you wat to review. 4 Press the Jog Dial. The cotet of the selected evet appears. 5 A evet coflict (this meas that two or more evets overlap each other) appears i the Week view as overlappig time bars. To reschedule a evet while you are i Week view, tap ad drag the evet to a differet time or day. Tap a blak time o ay day to move to that day ad have the time selected for a ew evet. Tap ay day or date that appears at the top of the Week view to move directly to that day without selectig a evet. The Week view displays the time spa defied by the Start Time ad Ed Time i the Date Book Prefereces settigs. If you have a evet before or after this time spa, a bar appears at the top or bottom of that day s colum. Use the scroll arrows to scroll to the evet. 33

35 Usig your CLIÉ hadheld Moth view The Moth view shows which days have evets scheduled. Dots ad lies i the Moth view idicate evets, recurrig evets, ad utimed evets. To go to Moth view, proceed as follows: 1 Press the Date Book butto o the frot pael. The Date Book starts up. 2 Press the Jog Dial twice. The Moth view appears. 3 Rotate the Jog Dial to select the day you wat to review. 4 Press the Jog Dial. The cotet of the selected evet appears. Tap a day i the Moth view to display that day i the Day view. Tap the scroll arrows i the top right-had corer to move forward or backward a moth. Tap Go To to ope the Go To Date dialog box to select a differet moth. Use the scroll buttos o the frot pael of your CLIÉ hadheld to move betwee moths. Press the upper half of the scroll butto to display the previous moth, the lower half of the scroll butto to display the ext moth. 34

36 Usig your CLIÉ hadheld Ageda view The Ageda view lets you view appoitmets, utimed evets, ad To Do List items i a sigle scree. Although it is primarily a viewig optio, you ca also use the Ageda view to check off To Do List items. To go to Ageda view, proceed as follows: 1 Press the Date Book butto o the frot pael. The Date Book starts up. 2 Press the Jog Dial repeatedly, or tap the Ageda view ico. The Ageda view appears. Today s schedule ad To Do List are displayed. Tap ay appoitmet while i the Ageda view to display the Day view of the appoitmet. Check off completed To Do List items i the Ageda view, or tap a descriptio of a item to go directly to the To Do List applicatio. Chagig betwee date ad time views To chage betwee the date ad time views, proceed as follows: 1 Tap ad hold the date i the title bar of Date Book. The curret time appears. 2 Whe you release the stylus, the meu bar appears. If you wat to avoid displayig the meu whe releasig the stylus, drag the stylus away from the date display oce the curret time appears. 35

37 Usig your CLIÉ hadheld Editig evets Chagig the date ad time of a evet To chage the date or time of a evet, proceed as follows: 1 I the Date Book scree, tap the evet you wat to edit. 2 Tap Details. 3 The Evet Details dialog box appears. To chage the time, tap the Time box ad select a ew time. The Set Time dialog box appears. Eter the set time ad the ed time. To chage the date, tap the Date box ad select a ew date. The Set Date dialog box appears. Specify the year, moth, ad day i the caledar. 4 Tap OK. Chagig a timed evet to utimed To chage a timed evet to a utimed evet, proceed as follows: 1 I the Date Book scree, tap the evet you wat to edit. 2 Tap Details. 3 Tap the Time box. The Set Time scree appears. 4 Tap o Time ad the tap OK. The Evet Details scree appears. 5 Tap OK. The utimed evet is displayed o the first lie with the symbol. 36

38 Usig your CLIÉ hadheld Deletig a evet You ca delete evets i the Date Book. To delete a evet, proceed as follows: 1 Press the Date Book butto o the frot pael. The Date Book starts up. 2 Select the descriptio of the evet you wat to delete. The Start Time ad the descriptio are i a grey box. 3 Tap o the date i the left corer of your scree. The Record meu opes. 4 Select Delete Evet. The Delete Evet dialog box opes. You have the optio of savig a archive copy o your PC or ot. 5 Tap OK. The evet is deleted. Alteratively: 1 Press the Date Book butto o the frot pael. The Date Book starts up. 2 Tap the evet you wat to delete. 3 Tap Details. The Evet Details dialog box appears. 4 Tap Delete. The Delete Evet dialog box appears. 5 Tap OK. If you select Save Archive Copy O PC, the deleted data from your CLIÉ hadheld is saved to the Palm Desktop for CLIÉ software durig the ext HotSyc. If you delete the start ad ed times of recurrig evets, all the related evets that are defied i cojuctio with the recurrig evet will be deleted. Whe you delete the evet with the Delete Evet commad, you ca specify whether a sigle evet is to be deleted as a exceptio, or all of the related evets are to be deleted. 37

39 Usig your CLIÉ hadheld Settig the alarm The Alarm settig eables you to set a audible alarm to remid you about evets i your Date Book. You ca set a alarm to soud miutes, hours, or days before a evet. The default Alarm settig is 5 miutes before the time of the evet. To set the alarm for a utimed evet, proceed as follows: 1 I the Date Book scree, tap the evet for which you wat to set the alarm. 2 Tap Details. The Evet Details dialog box appears. 3 Select the Alarm check box. The alarm is set. 4 Tap the dow arrow to choose from miutes, hours, or days. 5 Tap the 5 ext to the Alarm check box ad eter ay umber from 0 to 99 as the umber of time uits. 6 Tap OK. The alarm ico appears ext the evet. You ca set a silet alarm for a utimed evet. I this case, the alarm is set for the specified period of miutes, hours, or days before midight (begiig) of the day of the utimed evet. o audible alarm souds for a utimed evet. The remider message appears oscree istead. Example: Whe you set a alarm for a utimed evet that occurs o 4 th February ad if the alarm is set for 5 miutes, the remider message appears at 11:55 PM (23:55) o the ight of 3 rd February. The remider remais oscree util you tur o your hadheld ad tap OK to erase it. 38

40 Usig your CLIÉ hadheld Date Book meus This sectio explais the meu commads specific to Date Book. The Record ad Optios meus differ depedig o the scree displayed. Record meus ew Evet: Creates a ew evet. Delete Evet: Deletes the curretly selected evet. Attach ote: Attaches otes to the curret evet. Delete ote: Deletes otes from the curret evet. Purge: You ca specify a certai period based o the curret date ad discard ay evets that were formed before the specified date. Use this fuctio to save memory space. Beam Evet: Seds the curret evet to aother CLIÉ hadheld via the ifrared commuicatios port. A repeated evet will ot be deleted. By default, the evets that you purge are restored ad saved i the Palm Desktop for CLIÉ software o your computer at the ext HotSyc operatio. To delete the evets completely, deselect the check box for Save archive copy o PC i the Purge dialog box. Optio meus Fot: You ca select the fots of the Date Book. Uder Prefereces, you have the followig optios: Start/Ed Time: Defies the start ad ed times for Date Book screes. If the time slots you select do ot fit o oe scree, you ca tap the scroll arrows to see more. Alarm Preset: Automatically sets a alarm for each ew evet. The silet remider for utimed evets is defied by miutes, days, or hours before midight of the date of the evet. Alarm Soud: Sets the toe of the alarm. Remid Me: Defies how may times the alarm should go off. 39

41 Usig your CLIÉ hadheld Play Every: Defies how ofte the alarm souds. Display Optios: Allows you to chage the Date Book appearace. Show Time Bars: Activates the time bars that appear i the Day View. The time bars show the duratio of a evet ad illustrate evet coflicts. Compress Day View: Cotrols how the time appears i the Day View. Whe Compress Day View is off, all time slots are displayed. Whe it is o, start ad ed times display for each evet, but blak time slots toward the bottom of the scree disappear to miimize scrollig. Moth View settigs: These check boxes apply to the Moth View of the Date book. You ca activate ay or all of these settigs to show that you have Timed, Utimed, or Daily Repeated evets i the Moth View oly. About the Date Book: Shows the versio iformatio for Date Book. 40 Address Book The Address Book lets you keep ames, addresses, telephoe umbers, ad other iformatio about your persoal or busiess cotacts. With the Address Book, you ca: Quickly eter, look up, or duplicate ames, addresses, phoe umbers, ad other iformatio. Eter up to five phoe umbers (home, work, fax, mobile, ad so o) or addresses for each ame. Defie which phoe umber appears i the Address list for each Address Book record. Attach a ote to each Address Book record, i which you ca eter additioal iformatio about the record. Assig Address Book records to categories so that you ca orgaize ad view them i logical groups. Paste images to address iformatio usig the PictureGear Pocket applicatio.

42 Usig your CLIÉ hadheld To ope the Address Book, proceed as follows: 1 Press the Address Book butto o the frot pael. Address Book opes ad displays the list of all your records. 2 Press the Address Book butto repeatedly to cycle through the categories i which you have records. 3 Prepare a address record either by eterig it directly ito your CLIÉ hadheld or by importig records from your computer usig the Palm Desktop for CLIÉ software. Creatig Address Book etries To create a Address Book etry, proceed as follows: 1 Tap ew. The Address Edit scree appears. 2 Eter the last ame of the perso you wat to add. The first letter of each field (except umeric ad fields) is automatically capitalized. 3 Tap First ame. The cursor shifts to the first ame field. 4 You ca also use the Graffiti software to move the cursor to the ext field, by usig a full-stroke. 5 Fill i the First ame field. 6 Repeat the last steps to eter the other items of iformatio that you wat to iclude. 7 You ca tap the scroll dow arrow ext to each item to display the list of choices ad the tap the desired item i the list. 8 To move to the ext page of iformatio, tap the scroll dow arrow i the bottom right-had corer of the scree. 9 Whe you have fiished eterig all the ecessary iformatio, tap Doe. 10 The Address scree is displayed agai. You ca also use the Palm Desktop software to create etries o your computer ad the dowload them to your CLIÉ hadheld with your ext HotSyc operatio. See Performig a local HotSyc (page 74) for details. 41

43 Usig your CLIÉ hadheld Displayig etries To display a specific etry, proceed as follows: 1 Rotate the Jog Dial to select the address record you wat to view. If the address record you wat is ot displayed, rotate the Jog Dial agai to scroll up or dow the etire list. 2 Press the Jog Dial. The Address View scree of the selected record is displayed. 3 To retur to the list of address etries, press the Jog Dial agai or press BACK. The Address scree is displayed agai. To accelerate scrollig ad display every third scree oly, hold dow the scroll butto. You ca also use the stylus to tap the oscree scroll arrows to scroll to the etry. To view a image pasted to a address record, tap a image i the Address View scree. The image is displayed across the whole scree. To retur to the Address View scree, tap the image agai. To view the ext page of the Address View scree, rotate the Jog Dial i the Address View scree. The ext or previous page of data is displayed. Displayig etries by compay You ca set up the address list so that the items of the address records appear ot i the order of last ad first ame, but i the order of compay ad last ame whe Address Book is started. o cotets are chaged whe you chage the order of the address records. To view addresses by compay, proceed as follows: 1 Press the Address Book butto o the frot pael. The Address Book dialog box appears ad shows a list of addresses that have bee recorded. 2 Tap the Meu ico. 42

44 Usig your CLIÉ hadheld 3 Tap Optios, the Prefereces. The Address Book Prefereces dialog box appears. 4 I the List by field, tap Compay, Last ame to sort alphabetically by the compay ame, ad the a idividual s last ame. 5 Tap OK. The items of address records appear i the order determied by the Address Book. Searchig for etries You ca quickly search through your Address Book. To search for address records, proceed as follows: 1 Eter the first character of the record you wat to search for. The list scrolls to the first etry that begis with that letter. If you write aother letter, the list scrolls to the first etry that starts with those two letters. For example, writig a s scrolls to Sads, ad writig sm scrolls further to Smith. If you have sorted the list by compay ame, the Look Up feature scrolls to the first letter of the compay ame. 2 Tap the record you wat to view. The record you selected is show. Editig etries To modify part of a address record, proceed as follows: 1 I the Address Book list scree, tap the etry you wat to modify. The Address View scree of the selected record appears. 2 Tap Edit. The Address Edit scree appears. 3 Tap the field that you wat to edit, ad make the chages. 4 Whe you have fiished, tap Doe. You retur to the Address scree, where you ca see the modified etry. 43

45 Usig your CLIÉ hadheld Addig a image You ca paste a image to the address iformatio. Paste a photograph of a perso or restaurat, for example, to remid you of a address record. To paste a image, you eed to istall the PictureGear Pocket software oto your CLIÉ hadheld. For istallatio, see Istallig PictureGear Pocket i the Software Guide maual. After istallatio, proceed as follows: 1 I the address list, tap the address record for which you wat to paste a image. The Address View scree of the selected address record appears. 2 Tap Edit. The Address Edit scree appears. 3 Tap o Image i the upper right of the scree. The PG Pocket scree appears. 4 Tap o Image. 5 Select the image you wat to paste. The image you selected is pasted to the address iformatio. 6 Tap Doe. The Address scree is displayed agai. A camera ico is attached to the record that has the pasted image. 7 To chage the image, tap the Meu ico ad select Aother Image. Perform steps 5 ad 6 above. 8 To remove the image, tap the Meu ico ad select o Image. If you use the Palm Desktop for CLIÉ software to chage the category of the address record that has a pasted image, the image will o loger be associated with the address record after the ext HotSyc operatio. 44

46 Usig your CLIÉ hadheld Duplicatig etries If you wat to use part of a existig record i a ew oe, you ca copy address etries. To copy a existig etry, proceed as follows: 1 I the Address Book list scree, tap the etry you wat to copy. The Address View scree of the selected record appears. 2 Tap the Address View title bar. The Address Book meu is displayed. 3 Tap Duplicate Address from the Record meu. The etry you selected i Step 1 is copied. The word Copy is added to the ed of the ame field of the copied iformatio. 4 Tap Doe. The Address scree is displayed agai. Images are ot duplicated. 45 Deletig etries You ca delete records you etered. To delete address records, proceed as follows: 1 Tap the record you wat to delete. The Address view appears. 2 Tap Edit. The Address Edit scree appears. 3 Tap Details. The Address Etry Details dialog box appears. 4 Tap Delete. The Delete Address dialog box appears.

47 Usig your CLIÉ hadheld 5 Tap OK. The record you selected is deleted. If you select Save archive copy o PC, the deleted data from your CLIÉ hadheld is saved to Palm Desktop for CLIÉ software durig the ext HotSyc. Categorizig etries You ca categorize the records you etered. This meas you ca the view the records by category. To specify the category of address records, proceed as follows: 1 Tap the records you wat to categorize. The Address view appears. 2 Tap Edit. The Address Edit scree appears. 3 Tap Ufiled i the top right-had corer of the scree. A list of categories appears. 4 Tap the required category. The category is assiged to the records you selected. 46 Address Book meus This sectio explais the meu commads specific to Address Book. The Record ad Optios meus differ depedig o the scree displayed. Record meus Duplicate Address: Makes a copy of the curret record ad displays the copy i Address Edit so you ca make chages to the copied record. The copy has the same category ad attached otes as the origial record. Beam Address: Seds oly the selected address to aother CLIÉ hadheld via the ifrared commuicatios port.

48 Usig your CLIÉ hadheld Beam Category: Seds all the Address Book etries i the curretly selected category to aother CLIÉ hadheld via the ifrared commuicatios port. Beam Busiess Card: Seds the curret busiess card to aother CLIÉ hadheld via the ifrared commuicatios port. You ca also sed a busiess card via the ifrared commuicatios port by pressig ad holdig dow the Address Book butto for loger tha 2 secods. This meu item lets you easily exchage busiess cards with other CLIÉ hadhelds. Delete Address: Deletes the curret address record. Attach ote: Adds commets to the curret address record. Delete ote: Deletes commets from the curret address record. Select Busiess Card: Defies the curret address record o a busiess card. Optio meus Fot: You ca select the fots of the Address Book. Prefereces: Remembers the last category. Display: Determies how Address Book appears whe you retur to it from aother applicatio. If you select this check box, Address Book shows the last category you selected. If you clear it, Address Book displays the All category. Reame Custom Fields: These custom fields appear at the ed of the Address Edit scree. Reame them to idetify the kid of iformatio you eter i them. The ames you give the custom fields appear i all etries. Security: You ca choose to show, hide or mask the curretly selected address. About Address Book: Shows the versio iformatio of the Address Book. 47

49 Usig your CLIÉ hadheld To Do List The To Do List is a coveiet place to create remiders ad prioritize the thigs that you have to do. A To Do List item is a remider of a task you have to complete. Use the To Do List to: Make a quick ad coveiet list of thigs to do. Assig a priority level to each task. Assig a due date for ay or all of your To Do List items. Assig To Do List items to categories so that you ca orgaize ad view them i logical groups. Sort your To Do List items either by due date, priority level, or category. Attach otes to idividual To Do List items for a descriptio or clarificatio of the task. To ope the To Do List, proceed as follows: 1 Press the To Do List butto o the frot pael. To Do List opes ad displays the category of items you last viewed. 2 Press the To Do List applicatio butto repeatedly to cycle through the categories cotaiig items. 48 Creatig To Do List items To create a To Do List item, proceed as follows: 1 Press the To Do List butto o the frot pael. The To Do scree appears. 2 Tap ew. A ew To Do item is added to the To Do List. 3 Eter the text of the To Do item. The text ca be loger tha oe lie.

50 Usig your CLIÉ hadheld 4 Tap aywhere oscree to deselect the To Do List item. The item is deselected ad the ew item is recorded i the To Do List. If o To Do List item is curretly selected, writig i the Graffiti writig area automatically creates a ew item. Displayig items To check the items you recorded i To Do List, proceed as follows: 1 Rotate the Jog Dial to select the To Do List item you wat to view. 2 Press the Jog Dial. The otes of the selected item are displayed. If the item does ot fit o the scree, rotate the Jog Dial to scroll up or dow. 3 Press the Jog Dial. The To Do List box reappears. To view To Do List items by category, press the Jog Dial whe To Do List is displayed but o To Do item is selected. To select a category from the categories list, tap the dow arrow i the top right-had corer of the scree. You ca select the category you wat from the list. Viewig due ad completed items To view completed ad due items i the To Do List, proceed as follows: 1 Tap Show i the To Do List scree. The To Do Prefereces appears. 2 Chage the view. You ca choose from the followig settigs: Show Completed Item: Displays your completed items i the To Do List. If you tur this settig off, your To Do items disappear from the list whe you complete (check) them. Items that o loger appear i the list because you tur off this settig have ot bee deleted. They are still i the memory of your CLIÉ hadheld. Purge completed items to remove them from the memory. 49

51 Usig your CLIÉ hadheld Show Oly Due Items: Shows oly the items that are curretly due, overdue, or have o due date specified. Whe this settig is active, items that are ot yet due do ot appear i the list util their due date. Record Completio Date: Replaces the due date with the actual date whe you complete (check) the item. If you do ot assig a due date to a item, the completio date still records whe you complete the item. Show Due Dates: Displays the due dates associated with items i the To Do List ad displays a exclamatio mark ext to items that remai icomplete after the due date. Show Priorities: Shows the priority settig for each item. Show Categories: Shows the category for each item. 3 Tap OK. 50 Editig items ad lists Settig the priority of a item The priority settig for items lets you arrage the tasks i your To Do List accordig to their importace or urgecy. The default settig for To Do List is to arrage items by priority ad due date, with priority 1 items at the top. If you have a umber of items i your list, chagig a item s priority settig may move its positio i the list. I the To Do List scree, tap the priority umber o the left side of the item ad the select the preferred priority umber. You ca select the priority umbers 1 to 5, with 1 beig the most importat. You ca also set the priority i the To Do List Details dialog box. Settig a due date You ca assig a due date to ay To Do List item. You ca also sort the items that appear i the list based o their due date. 1 I the To Do List scree, tap the text of the item for which you wat to set a due date.

52 Usig your CLIÉ hadheld 2 Tap Details. 3 Tap the dow arrow ext to Due Date ad the make a selectio from the drop-dow list. 4 Tap OK. If you tur o the Show Due Dates optio i the To Do List Optios dialog box, you ca tap directly o the due date i To Do List to select a due date. Checkig off items You ca use the check box ext to a item to check off a To Do List item, remidig you that you have completed it. You ca set To Do List to record the date of completio, ad you ca choose to show or hide completed items. 51 To Do List meus This sectio explais the meu commads specific to To Do List. The Record ad Optios meus differ depedig o the scree displayed. Record meus Delete Item: Deletes the curret To Do item. Attach ote: Adds commets to the curret To Do item. Delete ote: Deletes commets from the curret To Do item. Purge: Allows you to delete ay completed items from To Do List. Choose this commad to save memory if you have too may recorded To Do items o your CLIÉ hadheld. Beam Item: Seds the curret To Do List item to aother CLIÉ hadheld via the ifrared commuicatios port. Beam Category: Seds all the To Do items i the curretly selected category to aother CLIÉ hadheld via the ifrared commuicatios port.

53 Usig your CLIÉ hadheld Optio meus Fot: You ca select the fots of the To Do List. Phoe Lookup: If there is a Address Book etry, you ca look up the phoe umber of the selected item. Security: Hides the curret item uless the password is etered. About To Do List: Shows the versio iformatio of the To Do List. Memo Pad You ca use the Memo Pad to make brief memos ad show TXT or CSV (Comma Separated Value) documet files, which are created o a computer. The Memo Pad allows you to: Make memos ad jot dow various types of iformatio. Copy memos you wrote with other applicatios. Read TXT or CSV documet files from a computer through HotSyc for display o your CLIÉ hadheld. Categorize the memos ito busiess, private, ad other categories. To ope the Memo Pad, proceed as follows: 1 Press the Memo Pad butto o the frot pael. The Memo Pad opes to display the last Memo Pad scree that you viewed. 2 Press the Memo Pad butto repeatedly to cycle through the categories i which you have memos. A memo ca cotai up to 4,000 characters. The umber of memos you ca store is limited oly by the memory available o your CLIÉ hadheld. 52

54 Usig your CLIÉ hadheld Creatig memos To create memos, proceed as follows: 1 Tap ew. A ew memo is created. 2 Eter the memo text. To start a ew lie, either use the <Eter> key o the keyboard or use Graffiti writig. 3 Tap Doe or use the BACK butto whe you have fiished. The Memo List displays the first lie of a memo. This makes it easy to locate ad review your memos. You ca also create a ew memo by begiig to write i the Graffiti writig area i the Memo scree. The first letter is automatically capitalized. While eterig text, the text may overlap the Doe or Details buttos. Whe you fiish eterig the text, the overlap disappears. Displayig memos To review a memo, proceed as follows: 1 Rotate the Jog Dial to select the memo you wat to display. If the required memo is ot displayed, rotate the Jog Dial further to scroll up or dow the memo list. 2 Press the Jog Dial. The cotet of the selected memo is displayed. If the memo text does ot fit o the scree, rotate the Jog Dial up or dow. 3 Press the Jog Dial. The Memo list is displayed agai. If you wat to display your memos by category, press the Jog Dial whe the memo list is displayed but o memo selected. Each time you press the Jog Dial, the display toggles through all the available categories. 53

55 Usig your CLIÉ hadheld Editig memos ad lists Assigig a category To categorize your memos, proceed as follows: 1 I the Memo Pad scree, tap the memo you wat to delete. The cotet of the memo you tapped appears. 2 Tap Details. The Memo Details dialog box appears. 3 Tap the dow arrow ext to Category to display the list of available categories. 4 Select the category you wat to assig to the memo. Defiig a memo as private You ca hide a memo that you label as private. If you defie a password for your CLIÉ hadheld, you must eter it to display private records. To defie a memo as private, proceed as follows: 1 Tap the memo you wat to defie as private. The cotet of the memo you tapped appears. 2 Tap Details. The Memo Details dialog box appears. 3 Select the Private check box. 4 Tap OK. The memo is ow treated as private. 54

56 Usig your CLIÉ hadheld Sortig memos To chage the order i which Memo Pad shows your memos, proceed as follows: 1 Tap the Meu ico. A meu of commads appears. 2 Tap Optios, ad the Prefereces. The Memo Prefereces dialog box appears. 3 Select the preferred order of memos i the Sort by field, choosig from maual or automatic. 4 Tap OK. 5 To sort the memos maually, tap the memo you wat to move i the Memo scree ad drag it to the preferred positio. The memo is placed where you release the stylus ad the memos are reumbered accordigly. A chage i the order of the memos i Memo Pad does ot affect their order i the Palm Desktop for CLIÉ software. Cosequetly, the memo order i Memo Pad may differ from that i the Palm Desktop for CLIÉ software. Deletig memos To delete a redudat memo from Memo Pad, proceed as follows: 1 I the Memo Pad scree, tap the memo you wat to delete. The cotet of the memo you tapped appears. 2 Tap Details. The Memo Details dialog box appears. 3 Tap Delete. The Delete Memo dialog box appears. 4 Tap OK to delete the memo. The selected record is deleted. To cacel deletio, tap Cacel. By default, the memos that you delete are restored ad saved i Palm Desktop for CLIÉ software o your computer at the ext HotSyc operatio. To delete the memos completely, deselect the check box ext to Save archive copy o PC i the Delete Memo dialog box. 55

57 Usig your CLIÉ hadheld Memo Pad meus This sectio explais the meu commads specific to Memo Pad. The Record ad Optios meus differ depedig o the scree displayed. Record meus Beam Category: Seds all the memos i the curretly selected category to aother CLIÉ hadheld via the ifrared commuicatios port. ew Memo: Creates a ew memo. Delete Memo: Deletes the curret memo. Beam Memo: Seds the curret memo to aother CLIÉ hadheld via the ifrared commuicatios port. Optio meus Fot: You ca select the fots of the Memo Pad. Phoe Lookup: If there is a Address Book etry, you ca look up the phoe umber of the selected memo. Prefereces: Used to specify the way i which memos are displayed. Security: You ca set to show or hide the curretly selected memo. About Memo Pad: Shows the versio iformatio of the Memo Pad. 56

58 Usig your CLIÉ hadheld Expese You ca use Expese for may disbursemet purposes such as recordig expeditures for busiess trips ad persoal expeses as a cash book. You ca sort Expese items ito categories or add other iformatio to a item. Expese allows you to: Record dates, types of expeses, amout spet, paymet method, ad other details associated with ay moey that you sped. Assig expese items to categories so that you ca orgaize ad view them i logical groups. Keep track of vedors (compaies) ad people ivolved with each particular expese. Log miles travelled for a particular date or expese category. Sort your expeses by date or expese type. To ope Expese, proceed as follows: 1 Tap the Home ico. The Applicatio Laucher scree appears. 2 Rotate the Jog Dial to select Expese. 3 Press the Jog Dial. The Expese scree appears. Recordig expeses To create a ew Expese item, proceed as follows: 1 Tap ew. The ew item is created. 2 Eter the amout of the expese. 57

59 Usig your CLIÉ hadheld 3 Tap Expese Type ad make a selectio from the drop-dow list box. The item you etered is ow saved. If you do ot select a Expese type, the etered data will ot be saved. You ca also create a ew Expese item i the Expese scree by writig o the umber side of the Graffiti writig area. The first umber you write begis your ew Expese item. Editig Expese items ad lists Eterig receipt details You ca add more iformatio to a Expese item i the Receipt Details scree. To add more details, proceed as follows: 1 I the Expese scree, tap the Expese item to which you wat to assig details. 2 Tap Details. The Receipt Details dialog box appears. 3 Chage the Receipt Details settigs by choosig ay of the followig optios: Category: Specify the category of the Expese item. Expese cotais two sample categories amed ew York ad Paris, which may be used to sort Expese items by the destiatio of the busiess trip. To reame a existig category or add a ew category, tap the dow arrow ad choose a category from the Edit Categories drop-dow list. Type: Tap the dow arrow ad select a Expese type from the drop-dow list. Paymet: Tap the dow arrow ad select a paymet method from the drop-dow list. Currecy: Tap the dow arrow ad select the currecy i which you made the paymet. Expese ca show a maximum of five currecies. You ca also chage the currecies to be displayed. Vedor: Eter the ame of the vedor associated with Expese. City: Eter the ame of the payee (ormally a compay ame) ad the ame of the city where the compay is located. For example, you may specify Rose Cafe as the payee of a busiess luch charge ad Tokyo as the locatio. 58

60 Usig your CLIÉ hadheld Attedees: Expese opes the Attedees scree, which looks like a memo scree of Memo Pad. I this scree, you ca eter the ames of attedees ad purposes of expeditures. To display the address iformatio i Address Book, tap Address Lookup. 4 Tap OK. The details are etered. Chagig the date The Expese item is iitially displayed with the date whe it is etered. If you wat to record a past paymet date, proceed as follows: 1 I the Expese scree, tap the Expese item whose date you wat to chage. The date is highlighted. 2 Tap the date area of the selected Expese item. The Date scree appears. 3 Tap the correct date. The date is ow chaged. Chagig the display To chage display optios of Expese items, proceed as follows: 1 I the Expese scree, tap Show. The Show Optios dialog box appears. 2 Select your preferred display mode optios: Sort by: Tap the dow arrow ext to Sort by ad the select Date or Type to sort Expese items. Distace: Tap the dow arrow ad the select Miles or Kilometers for the distace etries. Show currecy: Shows or hides the currecy symbol i the Expese list. 3 Tap OK. The Expese items are sorted accordig the selectios you made. 59

61 Usig your CLIÉ hadheld Customizig the currecy list You ca chage the currecies ad currecy symbols to be used i Expese. To chage the currecy list, proceed as follows: 1 I the Expese scree, tap the Expese item for which you wat to chage the currecy type. 2 Tap Details. The Receipt Details dialog box appears. 3 Tap the dow arrow ext to Currecy ad the select Edit currecies from the drop-dow list. The Select Currecies dialog box appears. 4 Tap the dow arrow for each currecy ad the tap the coutry with the currecy you wat to display i the Currecy list. 5 Tap OK to close the Select Currecies dialog box. 6 Tap OK agai. To chage your default currecy, proceed as follows: 1 I the Expese scree, tap the Meu ico. The meu is displayed. 2 Tap Optios ad the Prefereces. The Prefereces dialog box appears. 3 Tap the dow arrow ext to Default Currecy ad the tap the currecy symbol you wat to appear i Expese. 4 Tap OK. 60

62 Usig your CLIÉ hadheld To create a ew currecy symbol, proceed as follows: 1 I the Expese scree, tap the Meu ico. The meu is displayed. 2 Tap Optios ad the Custom Currecies. The Custom Currecies dialog box appears. 3 Select oe of the four coutry boxes. The Currecy Properties dialog box appears. 4 Eter the ame of the coutry ad a currecy symbol, ad the tap OK. To use a ewly defied currecy symbol as a stadard currecy symbol, you eed to first select the target currecy symbol i the Prefereces optio. To use a currecy symbol oly for a specific Expese item, select the currecy symbol i the Receipt Details dialog box of that Expese item. Creatig/pritig a Expese report By performig a HotSyc operatio to trasfer your latest Expese data to your computer, the Palm Desktop for CLIÉ software makes it easy to view your Expese data i a Microsoft Excel spreadsheet. You ca also prit the Expese report from a priter coected to your computer. 1 Perform a HotSyc operatio to trasfer the Expese data from your CLIÉ hadheld to your computer. 2 Click Expese i the Palm Desktop for CLIÉ software. Microsoft Excel opes, ad the Expese Report dialog box appears. 3 Click the expese category that you wat. If you wat to defie a ed date for the expese report, eter the date i the Ed Date box. If you lauch Expese from the Start meu istead of the Palm Desktop for CLIÉ software, you must first choose your hadheld user ame. You ca press <Ctrl>+ click to select multiple categories. To prit the expeses associated with all of your Expese categories, select All i the Categories group. If you do ot specify a ed date, all the expese etries for the selected categories (up to the date of the last HotSyc operatio) appear. 61

63 Usig your CLIÉ hadheld Usig Expese report templates Palm Desktop for CLIÉ software icludes several expese report templates. Whe you use oe of these templates, you ca edit your expese data i Microsoft Excel. To view your expese data usig a Microsoft Excel template, click Optios after creatig a expese report. Click the Templates meu, ad the select a Expese template. The, click OK. The templates have the extesio.xlt ad are stored i the Template folder i the C:\Program Files\Soy Hadheld directory o your computer. To see what a template looks like before you use it, ope the template i Microsoft Excel. Expese meus This sectio explais the meu commads specific to Expese. The Record ad Optios meus differ depedig o the scree displayed. Record meus Delete Item: Deletes the curret Expese item. Purge: Allows you to delete ay category that is o loger used from the Expese category set. Ru this commad to save memory o your CLIÉ hadheld. Optio meus Prefereces: Use automatic fill: Lets you select a Expese type by writig the first letter of a Expese type i the Graffiti writig area. For example, if you write the letter <T>, it eters the Taxi Expese type. Writig <T> ad the <E> eters Telephoe, which is the first Expese type begiig with the letters TE. Default Currecy: Specifies the currecy to be displayed as the default currecy. Custom Currecies: You ca create ad add a ew currecy if you caot fid the currecy you wat to use i Expese. About Expese: Shows the versio iformatio for Expese. 62

64 Usig your CLIÉ hadheld Calculator The Calculator lets you perform geeral mathematical fuctios, such as additio, subtractio, multiplicatio, ad divisio. To start the Calculator, proceed as follows: 1 Either: Tap the Calculator butto, or Rotate the Jog Dial to select Calc ad the press the Jog Dial, or Tap the Calc ico o the Applicatio Laucher scree. The Calculator scree appears. 2 Perform calculatios by tappig the umbers ad symbol icos o the scree with the stylus. Calculator buttos Calculator's buttos follow the stadard commads of regular calculators. CE: Clears the last umber you etered. Use this butto if you make a mistake while eterig a umber i the middle of a calculatio. This butto eables you to re-eter the umber without startig the calculatio over. C: Clears the etire calculatio ad eables you to start a ew calculatio. +/ : Toggles the curret umber betwee a egative ad positive value. If you wat to eter a egative umber, eter the umber first ad the press the +/ butto. M+: Places the curret umber i the Calculator memory. Each ew umber you eter with the M+ butto is added to the total stored i memory. The umber that you add ca be either a calculated value or ay umber you eter by pressig the umber buttos. Pressig this butto has o effect o the curret calculatio (or series of calculatios); it merely places the value ito memory util it is recalled. MR: Recalls the stored value from memory ad iserts it ito the curret calculatio. MC: Clears ay value stored i the Calculator memory. : Calculates the square root of the etered umber. Tap the butto after eterig the umber. 63

65 Usig your CLIÉ hadheld Calculator meus Copy, Paste: Copies a umber from Calculator ad pastes it ito aother applicatio. Similarly, you ca also paste umeric values you copied from aother applicatio such as Expese ito Calculator. Recet Calculatios: Displays the last series of calculatios. About Calculator: Shows the versio iformatio for Calculator. Usig the security features Your CLIÉ hadheld icludes a Security applicatio that allows you to protect your data from uauthorized users. Security allows you to do the followig: Lock ad tur off your CLIÉ hadheld so that it does ot operate util you eter the correct password. Mask all records that you mark as private so the iformatio appears greyed out. Hide all records that you mark as private so they do ot appear o ay scree. Hide private records with or without a password. Without a password, private records are hidde or masked util you set the Security applicatio to show them. With a password set, you must eter the password to view the private records. 64

66 Usig your CLIÉ hadheld Assigig a password You ca assig a password to protect your private records ad to lock your CLIÉ hadheld. To eter a password, proceed as follows: 1 Rotate the Jog Dial to select Security ad the press the Jog Dial. Alteratively, tap the Security ico i the Applicatio Laucher scree. The Security scree appears. 2 Tap Uassiged. The Password dialog box appears. 3 Eter a password ad the tap OK. The dialog box for verifyig the password appears. 4 Eter the same password agai to verify it ad the tap OK. Your password is ow assiged. 65 Chagig or deletig a password You ca chage or delete the password you assiged. You have to eter the curret password before you ca chage or delete it. To chage or delete your password, proceed as follows: 1 Rotate the Jog Dial to select Security ad press the Jog Dial. Alteratively, tap the Security ico i the Applicatio Laucher scree. The Security scree appears. 2 Tap Assiged. The Password dialog box appears. 3 Eter the curret password ad the tap OK. The dialog box used to eter a ew password appears. 4 To chage the password, eter a ew password ad the tap OK. To delete the password, tap Delete.

67 Usig your CLIÉ hadheld If you forget your password If you forget your password, you have o optio but to delete it. ote, however, that deletig a forgotte password also deletes all etries ad records marked as Private. Avoid this by sychroizig with your computer before deletig a forgotte password. This restores your private records at the ext HotSyc operatio. 1 Tap Lost Password i step 3 above. The Delete Password dialog box appears. 2 Tap Yes. Your password ad private records are deleted. 66 Private records I all basic applicatios except Expese, you ca make idividual records private. Private records remai visible ad accessible util you select the Security settig to hide all private records. You ca mask or hide your private records. To view the masked or hidde records agai, you eed to eter the password. To mask or hide private records, proceed as follows: 1 Rotate the Jog Dial to select Security. Alteratively, tap the Security ico i the Applicatio Laucher scree. The Security scree appears. 2 Tap the dow arrow ext to Curret Privacy to choose oe of the followig: Mask Records: Masked records appear as grey placeholders with a lock symbol. Hide Records: Hidde records disappear completely from the scree. 3 Tap OK.

68 Usig your CLIÉ hadheld To display private records, proceed as follows: 1 I step 2 above, select Show Records. If you have a password, the Show Records scree appears. 2 Eter the password ad the tap OK. Lockig your CLIÉ hadheld You ca lock your CLIÉ hadheld with a password to protect iformatio. To lock your CLIÉ hadheld, proceed as follows: 1 Back up the data o your CLIÉ hadheld usig a HotSyc trasfer (see Usig HotSyc operatios (page 74)). 2 Assig a password (see the previous sectio Assigig a password (page 65) 3 Tap the Home ico. 4 Select System from the drop-dow list i the top right-had corer. The System scree appears. 5 Tap the Security ico. The Security dialog box appears. 6 Tap Lock & Tur Off. The System Lockout dialog box appears. 7 Tap Off & Lock. Your device is tured off ad locked. To access your CLIÉ hadheld agai, you must eter your password. 67

69 Usig your CLIÉ hadheld Settig your CLIÉ hadheld to lock automatically You ca set your CLIÉ hadheld to lock wheever you tur it off. To lock your hadheld automatically, proceed as follows: 1 Back up your data ad assig a password as described i Assigig a password (page 65). 2 Tap ever. The Password scree appears. 3 Eter your password, ad the tap OK. The Lock Hadheld scree appears. 4 Tap your choice from the list, as follows: ever: Your CLIÉ hadheld will ot lock automatically. To lock it maually, you must tap Lock & Tur Off i the Security scree. O power off: Your CLIÉ hadheld will lock whe it is tured off. At a preset time: The Set Time dialog box appears. Set a time so your CLIÉ hadheld will lock at that preset time. After a preset delay: Set your CLIÉ hadheld to lock if iactive for a preset time. Eter the time, ad tap the dow arrow ext to it to select miute(s) or hour(s). 5 Tap OK. 68

70 Usig your CLIÉ hadheld Eterig ower iformatio You ca eter a ame, compay ame, or phoe umber of the CLIÉ hadheld ower. If you have used the Security applicatio to tur off ad lock your CLIÉ hadheld with a password, the iformatio that you eter i Prefereces appears the ext time you tur o your CLIÉ hadheld. To eter ower iformatio, proceed as follows: 1 Tap the Home ico. The Applicatio Laucher starts up. 2 From the drop-dow list i the top right-had corer, select System. The System scree appears. 3 Tap the Prefs ico. The Prefereces scree appears. 4 From the drop-dow list i the top right-had corer, select Ower. 5 Eter the ower iformatio. If you eter more text tha ca fit o oe scree, a scroll bar appears at the right side of the scree. If you use the security applicatio to assig a password, to eter/edit the ower iformatio, you have to ulock the Ower Prefereces scree to chage the iformatio. To ulock the Ower Prefereces scree, proceed as follows: 1 Tap the Home ico. The Applicatio Laucher starts up. 2 Select System from the drop-dow list i the top right-had corer. The System scree appears. 3 Tap the Prefs ico. The Prefereces scree appears. 4 From the drop-dow list, select Ower. 69

71 Usig your CLIÉ hadheld 5 Tap Ulock. The Ulock Message dialog box appears. 6 Eter your curret password (the oe you etered i the Security applicatio). 7 Tap OK. 70

72 Usig your CLIÉ hadheld Usig the Palm Desktop for CLIÉ software The Palm Desktop for CLIÉ software is delivered o the CD-ROM which accompaies you CLIÉ hadheld. For istructios o how to istall it oto your computer, please see the prited Read This First Guide. The Palm Desktop for CLIÉ software duplicates Date Book, Address Book, To Do List, Expese, ad Memo Pad applicatios o your CLIÉ hadheld, so you ca view, eter, ad modify data stored o your CLIÉ hadheld. You ca also import data from Widows applicatios oto your CLIÉ hadheld ad trasfer the add-o applicatios (as described i the Software Guide). To start the Palm Desktop for CLIÉ software, double-click the Palm Desktop for CLIÉ software ico o the Widows desktop or click Start, select Programs, Soy Hadheld, ad the click Palm Desktop for Soy. The Palm Desktop for CLIÉ software starts. To quit the Palm Desktop for CLIÉ software, click the close butto i the top right of the scree or click File, ad the Exit. 71

73 Usig your CLIÉ hadheld Mai features of the Palm Desktop for CLIÉ software The basic operatios for each applicatio are the same as those of the correspodig CLIÉ applicatio. For details, see the Palm Desktop olie help (click Help ad the Palm Desktop Help.) Here is a overview of the Palm Desktop for CLIÉ features: 72 1 List pae Displays the records i the curret Desktop applicatio. 2 Applicatio Lauch bar Provides oe-click access to each Desktop applicatio. Click a ico to ope its associated applicatio.

74 Usig your CLIÉ hadheld 3 Istall Tool ico 4 User ame display Displays the Istall Tool dialog box to select the applicatio you wat to istall o your CLIÉ hadheld the ext time you perform a HotSyc operatio. Displays the user ame of the ower of the iformatio beig displayed. 5 Record pae Displays full details of the record that is selected i the List pae. The iformatio displayed here is the same as the oe displayed o your CLIÉ hadheld s Details scree. 73

75 Usig your CLIÉ hadheld Usig HotSyc operatios What is a HotSyc operatio? HotSyc is a techology which automatically sychroizes CLIÉ hadheld applicatio data with the Palm Desktop for CLIÉ software data o the computer. You ca reduce the time required for completig a HotSyc by limitig the trasfer to oly the ecessary data. Performig a local HotSyc This sectio describes how to perform a HotSyc operatio usig the cradle (local HotSyc ), assumig that you have doe all the ecessary preparatios ad istallatios for your CLIÉ hadheld ad your computer. For the required preparatios ad software istallatio, ad for iformatio o performig a HotSyc for the first HotSyc operatio, please see the Read This First maual. To perform a local HotSyc operatio, proceed as follows: 1 Place your CLIÉ hadheld i the cradle. 2 Press the HotSyc butto o the frot pael of the cradle. The HotSyc operatio starts. 74 If

76 Usig your CLIÉ hadheld Whe the HotSyc operatio is complete, a message is displayed o your CLIÉ hadheld. Do ot remove your CLIÉ hadheld from the cradle util the HotSyc operatio is complete. Otherwise the Palm Desktop for CLIÉ software may ot quit ormally ad you may have to perform a soft reset. If the HotSyc operatio does ot start Make sure that the HotSyc ico is displayed i the Widows task tray o your computer scree ad Local is ot selected from the shortcut meu. If the HotSyc ico is ot show i the task tray, click Start, poit to Programs, Soy Hadheld, ad the click HotSyc Maager. Click the HotSyc butto o the cradle to start the HotSyc operatio. If a message is displayed statig that the selected COM port is ot available, uistall the Palm Desktop for CLIÉ software ad the re-istall it. Proceed as follows: 1 Click the HotSyc ico i the Widows task tray (bottom-right corer of the taskbar). A shortcut meu is displayed. 2 Make sure that Local is ot selected. If it is selected, click Local to clear it. Do ot remove your CLIÉ hadheld from the cradle durig a HotSyc operatio. Do ot push the HotSyc butto durig a HotSyc operatio. It might cause errors ad force termiatio of the operatio. Do ot eter power savig mode durig a HotSyc operatio. If your computer eters power savig mode durig a HotSyc operatio, the HotSyc Maager will be forced to termiate. To cotrol multiple CLIÉ hadhelds from a computer, you have to create a user profile for each CLIÉ hadheld (see Creatig a user profile to cotrol multiple CLIÉ hadhelds (page 78)). To chage the user ame, proceed as follows: 1 I the Palm Desktop for CLIÉ widow, click Users from the Tools meu. The Users dialog box is displayed. 2 Click the user ame you wat to chage i the list box ad the click Reame. The Reame User dialog box is displayed. 75

77 Usig your CLIÉ hadheld 3 Eter a ew user ame ad the click OK. Your CLIÉ hadheld user ame is chaged at the ext HotSyc operatio. Advaced HotSyc optios Settig the HotSyc setup optios You ca chage the settigs for a local HotSyc or o how to start the HotSyc Maager, for example. To chage the HotSyc setup optios, proceed as follows: 1 Click the HotSyc ico i the Widows task tray (bottom-right of the taskbar) ad the select Setup from the shortcut meu. The Setup dialog box appears. 2 Click the Geeral tab to select oe of the followig optios: If you are ot sure which optio to use, keep the default settig (Always available). Always available: Adds the HotSyc Maager to the Startup folder ad tells the HotSyc Maager to moitor the USB port as soo as Widows is started. This allows you to perform a HotSyc operatio eve whe the Palm Desktop for CLIÉ software is ot ruig. Available oly whe the Palm Desktop is ruig: Starts the HotSyc Maager whe you lauch the Palm Desktop for CLIÉ software. Maual: Starts the HotSyc Maager oly whe you select it from the Widows Start meu. 3 If you are coected to a etwork, click the etwork tab to display the etwork settigs ad the adjust the optios as eeded. See Coductig a HotSyc operatio via a etwork (page 82) sectio for more iformatio. 4 Click OK. 76

78 Usig your CLIÉ hadheld Customizig HotSyc applicatio settigs (Coduit) What is a Coduit? For each applicatio, you ca defie a set of optios that determies how records are hadled durig sychroizatio. Each set of these optios is called a coduit. By default, a HotSyc operatio sychroizes all files betwee your CLIÉ hadheld ad the Palm Desktop for CLIÉ software. I geeral, you should leave the settigs as they are to sychroize all files. The oly reaso you might wat to chage these settigs is to overwrite data o either your CLIÉ hadheld or the Palm Desktop for CLIÉ software, or to avoid sychroizig a particular type of file because you do ot use it. I additio to the coduits for Date Book, Address Book, To Do List, Memo Pad, ad Expese, the Palm Desktop for CLIÉ software offers System ad Istall coduits. The System coduit backs up the system iformatio stored o your CLIÉ hadheld. The Istall coduit istalls add-o applicatios o your CLIÉ hadheld. To customize HotSyc applicatio settigs, proceed as follows: 1 Click the HotSyc ico i the Widows task tray (bottom-right of the taskbar) ad the select Custom from the HotSyc Maager meu. Alteratively, select Custom from the HotSyc meu of the Palm Desktop for CLIÉ software. The Custom dialog box appears. 2 Select the user ame you are usig o your CLIÉ hadheld from the drop-dow list. 3 Select a applicatio from the Coduit list. 4 Click Chage. The Chage HotSyc Actio dialog box appears. 5 Click the directio i which you wat to write data, or click Do othig. 6 Click OK. 7 Repeat steps 2 to 6 to chage coduit settigs for other applicatios (or users). 8 Click Doe. Ay chage i the HotSyc settig from the default affects oly the ext HotSyc operatio. Thereafter, the HotSyc actios revert to their default settigs. To use a ew settig o a ogoig basis, select the Set as default box. To restore the default settigs, click Default i the Custom dialog box. 77

79 Usig your CLIÉ hadheld Creatig a user profile to cotrol multiple CLIÉ hadhelds If your compay distributes multiple CLIÉ hadhelds to its employees, for example, you ca create a user profile (such as a compay phoe list) to load the data ito several CLIÉ hadhelds without associatig that data with a user ame. This feature is desiged oly for the first HotSyc operatio (before you assig a User ID to a particular CLIÉ hadheld). For the procedure used to sed a profile after settig user ames, see Sychroizig with exteral data (File Lik) (page 86). Creatig a profile To create a profile, proceed as follows: 1 Start the Palm Desktop for CLIÉ software. 2 Select Users from the Tools meu. The Users dialog box appears. If o user profile is created, the ew Profile dialog box is displayed; skip to step 4. 3 Click Profiles. The Profiles dialog box appears. 4 Click ew. The ew User dialog box appears. 5 Eter a user ame ad the click OK. 6 Repeat steps 4 ad 5 for each profile you wat to create. 7 Click OK. 8 Select profiles from the User list, ad create data for the profile (for example, compay phoe list). 78

80 Usig your CLIÉ hadheld Trasferrig a created profile To trasfer a created profile, proceed as follows: 1 Place a CLIÉ hadheld without a user ame i the cradle. 2 Press the HotSyc butto o the cradle. The Users dialog box appears. 3 Click Profiles. The Profiles dialog box appears. 4 Select the profile you wat to trasfer to your CLIÉ hadheld, ad the click OK. 5 Click Yes. The selected profile is trasferred to your CLIÉ hadheld. The ext time you perform a HotSyc operatio, the Palm Desktop for CLIÉ software shows a dialog box where you ca specify a user ame for your CLIÉ hadheld. Coductig a ifrared HotSyc operatio You ca use the IR (ifrared) port of your CLIÉ hadheld to perform a IR HotSyc operatio with a computer equipped with a IrDA (Ifrared Data Associatio) IR port. A IR HotSyc operatio allows you to perform a HotSyc operatio without usig the cradle. Before you start performig a IR HotSyc operatio Check the followig: Your computer s operatig system is ot Widows 2000 (you caot perform a IR HotSyc operatio with a computer ruig the Widows 2000 operatig system.) Your computer is equipped with a ifrared port supportig the IrDA stadards. The ifrared port of your computer is eabled for Widows use. To eable the IR port with Widows, see the maual of the computer you are usig or the Widows olie help. 79

81 Usig your CLIÉ hadheld Which port umber is allocated to the ifrared port. Check the ifrared port umber i the Ifrared Moitor i the Cotrol Pael. For iformatio o the Ifrared Moitor, see the maual of the computer you are usig or the Widows olie help. Preparig your computer To perform a IR HotSyc operatio, you have to allocate a virtual port to a IR HotSyc operatio. To allocate a virtual port to a IR HotSyc operatio, proceed as follows: 1 Click the HotSyc ico i the Widows system tray (bottom-right of the taskbar) ad the select Local from the shortcut meu. 2 Click the HotSyc ico i the Widows system tray agai ad the select Setup from the Shortcut meu. The Setup dialog box is displayed. 3 Click the Local tab to chage the settig for a IR HotSyc operatio as eeded. Serial Port specifies a virtual port for a ifrared port. If you are ot sure of the coectio port, see the Ifrared Moitor i the Widows Cotrol Pael. Speed determies the speed at which data is trasferred. Try the As Fast As Possible rate first, ad the adjust dowward if you experiece problems. 4 Tap OK. Your computer is ready to perform a IR HotSyc operatio. Whe performig a local HotSyc operatio with the cradle after you make the HotSyc Setup settigs for a IR HotSyc operatio, you should restore the local HotSyc settigs. For details, see Restorig the local HotSyc settigs (page 81). Performig a IR HotSyc operatio Whe you have prepared your computer ad your CLIÉ hadheld, as well as selected your Coduit Setup optios, you are ready to perform a IR HotSyc operatio. 80

82 Usig your CLIÉ hadheld To perform a HotSyc operatio, proceed as follows: 1 Rotate the Jog Dial to select HotSyc ad the press the Jog Dial. Or tap the HotSyc ico o the Applicatio Laucher scree. The HotSyc dialog box appears. 2 Tap Local. 3 Tap the arrow beeath the HotSyc ico ad the select IR to a PC/Hadheld from the drop-dow list. 4 Poit the IR port of your CLIÉ hadheld directly at the IR port of the receivig computer. For best results, your computer ad your CLIÉ hadheld should be 4 to 8 iches (approximately 10 to 20 cetimeters) apart, ad the path betwee your CLIÉ hadheld ad the computer must be clear of obstacles. 5 Tap the ico. The HotSyc operatio starts. Wait for the message showig that the HotSyc operatio is complete. Restorig the local HotSyc settigs To restore the local HotSyc settigs, proceed as follows: 1 Coect the cradle to your computer. 2 Click the HotSyc ico i the Widows system tray ad deselect the check mark of Local from the shortcut meu. 3 Click the HotSyc ico i the Widows system tray agai ad the select Setup from the Shortcut meu. The Setup dialog box is displayed. 4 Click the Local tab to display the settig for a local HotSyc operatio as eeded. 5 Click OK. Your computer is ow ready to perform a local HotSyc operatio. 81

83 Usig your CLIÉ hadheld Coductig a HotSyc operatio via a etwork Whe you use the etwork HotSyc applicatio, you ca take advatage of the LA ad WA coectivity available i may office eviromets. The etwork HotSyc applicatio eables you to perform a HotSyc operatio by dialig i to a etwork or by usig a cradle that is coected to ay computer o your LA or WA (provided that the computer coected to the cradle also has the etwork HotSyc applicatio istalled, your computer is o, ad the HotSyc Maager is ruig). Coectig to your compay's dial-i server The etwork HotSyc applicatio requires the followig: Your computer has TCP/IP support istalled. Both your compay s etwork system ad its remote access server support TCP/IP. You have a remote access accout. Everythig you eed to coect to your compay s dial-i server (etwork modem) is icluded i the Palm Desktop for CLIÉ software ad your CLIÉ hadheld. You eed to activate certai features, however, o both the Palm Desktop for CLIÉ software ad your CLIÉ hadheld. Preparig your computer To prepare your computer, proceed as follows: 1 Click the HotSyc ico i the Widows system tray ad the select etwork from the Shortcut meu. 2 Click the HotSyc ico i the Widows system tray agai ad the select Setup from the Shortcut meu. The Setup dialog box is displayed. 3 Click the etwork tab ad make sure your user ame has a check mark selected ext to it. If the check mark is ot there, select the check box ext to your user ame. 4 Click OK. 82

84 Usig your CLIÉ hadheld 5 Place your CLIÉ hadheld i the cradle ad perform a HotSyc operatio. The HotSyc operatio records etwork iformatio about your computer o your CLIÉ hadheld. With this iformatio, your CLIÉ hadheld ca locate your computer whe you perform a HotSyc operatio via the etwork. To check if your computer s etwork iformatio (Primary PC ame ad Primary PC address) is etered o your CLIÉ hadheld, proceed as follows: 1 Rotate the Jog Dial to select HotSyc ad the press the Jog Dial. Or tap the HotSyc ico o the Applicatio Laucher scree. The HotSyc scree appears. 2 Tap the Meu ico. 3 Tap Primary PC Setup from the Optios meu. The Primary PC Setup scree is displayed. 4 O your computer, click the HotSyc ico i the Widows task tray ad the select Setup from the shortcut meu. 5 Click the etwork tab, the click TCP/IP Settigs to ope the TCP/IP Settigs scree. 6 Cofirm that the Primary PC ame ad Primary PC address o both screes displayed i step 3 ad 5 match. If they do ot, chage the Primary PC ame ad Primary PC address etered i your CLIÉ hadheld, the tap OK. 7 O your computer, tap OK to close the TCP/IP Settigs scree ad the Setup scree. To prepare your CLIÉ hadheld, proceed as follows: 1 Rotate the Jog Dial to select HotSyc ad the press the Jog Dial. Or tap the HotSyc ico o the Applicatio Laucher scree. The HotSyc scree appears. 2 Tap the Meu ico. 3 Tap Optios, ad the tap Modem Syc Prefs. The Modem Syc Prefereces scree is displayed. 83

85 Usig your CLIÉ hadheld 4 Tap etwork. 5 Tap OK. The HotSyc scree appears agai. 6 Tap Modem ad the select Service. The Prefereces scree is displayed. 7 Tap the arrow ext to Service ad the select a service from the drop-dow list. 8 Tap Doe. 9 Tap the Meu ico. 10 Tap Optios, ad the tap Coduit Setup. Whe coectig to a etwork computer with a cable To coect to the etwork computer via a cable, proceed as follows: 1 Rotate the Jog Dial to select HotSyc ad the press the Jog Dial. Or tap the HotSyc ico o the Applicatio Laucher scree. The HotSyc scree appears. 2 Tap the Meu ico. 3 Tap LA Syc Prefs from the Optios meu. The LASyc Prefereces scree is displayed. 4 Tap LASyc. 5 Tap OK. The HotSyc scree appears agai. 6 Tap the Meu ico. 7 Tap Coduit Setup from the Optios meu. 8 Perform a local HotSyc operatio. Follow the istructios i Performig a local HotSyc (page 74). 84

86 Usig your CLIÉ hadheld Importig data from a Widows applicatio If you have data stored i Widows computer applicatios such as spreadsheets ad databases, you ca trasfer that data to your CLIÉ hadheld. Importable file formats Save data i oe of the file formats listed below, import it ito the Palm Desktop for CLIÉ software, ad the perform a HotSyc operatio to trasfer the data to your CLIÉ hadheld. The Palm Desktop for CLIÉ software ca import data i the followig file formats: Comma delimited (*.csv,*.txt): Address Book ad Memo Pad oly Tab delimited (*.tab,*.tsv,*.txt): Address Book ad Memo Pad oly vcard File (*.vcf): Address Book oly CSV (Lotus Orgaiser 2.x/97 Mappig): Address Book oly Text (*.txt): Memo Pad oly Date Book archive (*.dba) vcal File (*.vcs): Date Book oly Address Book archive (*.aba) To Do archive (*.tda) Memo Pad archive (*.mpa) Archive formats ca oly be used with the Palm Desktop for CLIÉ software. Use the archive file formats to share iformatio with other people who use a Palm OS platform hadheld or to create a copy of your importat Palm Desktop for CLIÉ software iformatio. To import data, proceed as follows: 1 Start the Palm Desktop for CLIÉ software. 2 Click the applicatio ito which you wat to import data. 85

87 Usig your CLIÉ hadheld 3 If you are importig records that cotai a field with category ames, select All i the Category box. Make sure that the same categories that appear i the imported file also exist i the applicatio. If the categories do ot exist, create them ow; otherwise the records will be imported ito the Ufiled category. 4 Click Import from the File meu. The Import dialog box is displayed. 5 Select the file you wat to import. 6 Click Ope. 7 To import data ito the correct Palm Desktop for CLIÉ fields, drag the fields i the left-had colum so that they are opposite to the correspodig imported fields o the right. 8 Deselect the check box for the field that you do ot wat to import. 9 Click OK. The imported data is highlighted i the applicatio. 10 To add the imported data to your CLIÉ hadheld, perform a HotSyc operatio. See the Palm Desktop for CLIÉ olie Help for more iformatio o importig ad exportig data. Sychroizig with exteral data (File Lik) The File Lik feature allows you to import Address Book ad Memo Pad iformatio o your CLIÉ hadheld from a separate exteral file such as a compay phoe list. HotSyc Maager stores the data i a separate category o your Palm Desktop for CLIÉ software ad your CLIÉ hadheld. You ca set the File Lik feature to check for chages to the exteral file whe you perform a HotSyc operatio. With File Lik, you ca import data stored i ay of the followig file formats: Comma-delimited (*.csv) Palm Desktop for CLIÉ software s Memo Pad archive (*.mpa) Palm Desktop for CLIÉ software s Address Book archive (*.aba) Text (*.txt) For iformatio o how to set up File Lik, see the Palm Desktop for CLIÉ olie help. 86

88 Commuicatig usig your CLIÉ hadheld Commuicatig usig your CLIÉ hadheld This part describes how to commuicate with aother Palm OS PDA via the ifrared commuicatios port or the Memory Stick. For iformatio o how to use the MS Gate applicatio software for maagig the data i the Memory Stick, please see the olie Software Guide. Beamig betwee your CLIÉ hadheld ad aother Palm OS hadheld Your CLIÉ hadheld is equipped with a IR (ifrared) port that you ca use to beam iformatio to aother Palm OS PDA device that is close by ad also has a IR port. The IR port (1) is located at the top of your CLIÉ hadheld, behid the small dark shield. 87 You ca beam the followig iformatio betwee your CLIÉ hadheld ad aother Palm OS PDA: The record curretly displayed i Address Book, Date Book, To Do List, or Memo Pad. All records of the category curretly displayed i Address Book, Date Book, To Do List, or Memo Pad. A special Address Book record that you desigate as your busiess card. A applicatio istalled i RAM memory. Some applicatios are protected ad caot be beamed, as idicated by a lock ico to the side of applicatios.

89 Commuicatig usig your CLIÉ hadheld Beamig iformatio You ca beam a record, busiess card, or category of records betwee your CLIÉ hadheld ad aother Palm OS PDA. To beam data from your CLIÉ hadheld to aother Palm OS PDA, proceed as follows: 1 Locate the record, busiess card, or category you wat to beam. 2 Tap the Meu ico. 3 Tap oe of the followig from the Record meu: The Beam commad for a idividual record I Address Book oly: Beam Busiess Card Beam Category. 4 Whe the Beam dialog box appears, poit the IR port directly at the IR port of the receivig hadheld. 88 your 5 Wait for the Beam dialog box to idicate that the trasfer is complete before you cotiue workig o your CLIÉ hadheld. For best results, your CLIÉ hadheld ad aother Palm OS PDA should be 4 to 8 iches (approximately 10 to 20 cetimeters) apart, ad the path betwee the two hadhelds must be clear of obstacles ad shielded from fluorescet lightig. Beamig distace to other Palm OS PDA hadhelds may be differet.

90 Commuicatig usig your CLIÉ hadheld Receivig beamed iformatio To receive beamed iformatio, proceed as follows: 1 Tur o your CLIÉ hadheld. 2 Poit the IR port directly at the IR port of the other Palm OS PDA hadheld trasmittig the data. The Beam dialog box is displayed. Beamig data starts. You ca select the category i which you save the data i a dialog box. 3 Tap Yes. The data is saved to the ufiled category. Icomig data or applicatio should be placed i the Ufiled category. You ca press the Address Book butto for about two secods to beam your busiess card. You ca use Graffiti to beam the curret etry ( the,or ad the tap ). If Beam Receive i the Prefereces meu is set to Off, you caot receive data usig the beamig feature. Before beamig data, make sure you set Beam Receive to O. 89

91 Usig the Memory Stick Usig the Memory Stick Itroductio Your CLIÉ hadheld is desiged to support the Memory Stick. The Memory Stick is a compact, portable, ad versatile device especially desiged for exchagig ad sharig digital data with compatible products. Because it is removable, it ca be used for exteral data storage. Use the flash memory techology to dowload aythig that ca be coverted ito digital data, such as pictures, music, words, souds, movies ad photographs. Foresee as the uiversal data storage device of the future, the Memory Stick ca already be used with a ever-icreasig rage of compatible products, icludig: Audio systems Visual devices VAIO products CLIÉ hadhelds Mobile phoes. There are curretly two differet types of Memory Stick : The geeric Memory Stick, coloured blue. The MagicGate Memory Stick, coloured white. or from your local Soy dealer. You ca purchase Memory Sticks from the Soy Style website ( ) or from your local Soy dealer. 90

92 Usig the Memory Stick Why Memory Stick? Soy's visio is to expad the world of commuicatio, promotig the portability of digital data. The Memory Stick is the resultig medium, through which digital devices ca be istatly coected. With it, you ca dowload data from ay compatible device, ad the trasfer it to aother i a sigle ad istat trasfer. The mai advatages of the Memory Stick are its: Compactess: with dimesios of just 21.5 mm (W) x 2.8 mm (H) x 50 mm (D), compatible products ca also be small, lightweight ad attractive i their desig. Capacity: Its data capacity far exceeds that of a floppy disk. Security: its lock optio meas you ca protect your data from accidetal erasure. Versatility: memory capacity rages from 4MB up to 128MB (the equivalet capacity of 88 floppy disks). Reliability: by way of protectig the hardware ad its cotets, the umber of termials is reduced to oly 10 pis. This, ad the overall robust structure of the stick, gives it a loger lifespa tha other storage devices. Durability: the same Memory Stick ca be used tes of thousads of times. Forward compatibility: the Memory Stick's curret format is desiged to be compatible with future products ad higher capacity Memory Sticks. The future of Memory Stick Memory Stick's potetial is virtually ulimited, with the umber of compatible products icreasig rapidly i both persoal ad professioal spheres. The itroductio of the 256 MB ad 512 MB Memory Stick is aticipated i 2002, ad a 1 gigabyte capacity Memory Stick is expected i Additioally, the ative trasfer speed of the Memory Stick will be icreased to accommodate the icreasig capacity. By the ed of 2002, Memory Stick's trasfer speed will be icreased by eight times to a maximum of 20 MB/sec. 91

93 Usig the Memory Stick Geeric Memory Stick The origial Memory Stick, blue i colour, ca be used to record image data take with digital still cameras, etc. or data from the PC. With it, you ca record, play back ad trasfer various kids of data at ay give time. 92 Because it is easy to remove ad trasport safely, you ca use Memory Stick aywhere by isertig it ito ay compatible device to trasfer ad share the iformatio you have saved. For you, this meas you ca expad the capabilities of your CLIÉ hadheld i the followig scearios: With your still digital camera, share your holiday pictures istatly by . Carry pictures o you by copyig image files from the Iteret to your VAIO to your CLIÉ hadheld. With your voice recorder, add your voice to s so your toe is ever misuderstood. The blue Memory Stick is curretly available with a 4MB, 8MB, 16MB, 32MB, 64MB or a 128MB memory (the equivalet capacity of 88 floppy disks).