Sony Clie Peg N710c Handheld User Manual
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111Chapter2Using basic applications Choosing fonts In all basic applications except Expense, you can change the font style to make text easier to read. You can choose a different font style for each application. 1Open an application. 2Tap the Menu icon. The menu is displayed. 3Tap Options, and then tap Font. 4Tap the font style you want to use. You can select small, bold, or large font. 5Tap OK. The text in the application is displayed in the selected font style. Performing common tasks
Chapter 3 Exchanging and updating data using a HotSync® operation This chapter describes how to select HotSync® operation options and how to perform a HotSync operation via cradle, infrared communications port, or network. Other advanced HotSync operations include how to use multiple CLIE handhelds, how to use file link functions, and how to import data from Windows applications. Contents What is a HotSync® operation? ................................................................ 113 Performing a local HotSync® operation with the cradle ........................... 114 Using the Palm™ Desktop for CLIE software ............................................ 116 Starting the Palm Desktop for CLIE software ........................................ 116 Basic operations of the Palm Desktop for CLIE software ....................... 116 Locating the Palm Desktop for CLIE components .................................. 117 Advanced HotSync® operations ............................................................... 118 Setting the HotSync® setup options .................................................... 118 Customizing HotSync application settings (Conduit) ............................. 120 Creating a user profile to control multiple CLIE handhelds .................... 122 Conducting an IR HotSync operation .................................................... 124 Conducting a HotSync operation via modem ........................................ 127 Conducting a HotSync operation via a network .................................... 133 Importing data from a Windows application ......................................... 136
113Chapter3Exchanging and updating data using a HotSync® operation What is a HotSync® operation? A HotSync® operation is a one-step operation that allows you to synchronize data between your CLIE handheld and your computer. With just one press on the HotSync button, you can synchronize your CLIE handheld application data with the Palm™ Desktop for CLIE software data on your computer, back up the data of your CLIE handheld on your computer, or install add-on applications. HotSync operation allows you to do the following: 1Synchronize the Date Book, the Address Book, the To Do List, the Memo Pad, and the Expense data on your CLIE handheld and your computer. The Palm Desktop for CLIE software can manage the data of multiple CLIE handhelds independently. 2Back up the data stored on your CLIE handheld onto your computer. Synchronization ensures that your data is always safe and up-to-date. In case you need to perform a hard reset, a HotSync operation allows you to restore the data. 3Import the data on your computer or install add-on applications onto your CLIE handheld. Note You cannot perform an IR HotSync operation with a computer running the Windows ® 2000 Professional operating system.
114Chapter3Exchanging and updating data using a HotSync® operation Performing a local HotSync® operation with the cradle This section describes how to perform a HotSync® operation using the cradle (local HotSync), assuming that you have done all the necessary preparations and installations for your CLIE handheld and your computer. For the required preparations and software installation, and for information on performing a HotSync for the first HotSync operation, see the Read This First manual. 1Place your CLIE handheld on the cradle. 2Press the HotSync button on the front panel of the cradle. The HotSync operation starts. When the HotSync operation is complete, a message showing the HotSync completion is displayed on your CLIE handheld. Note Do not remove your CLIE handheld from the cradle until the HotSync operation is complete. Otherwise the Palm Desktop for CLIE software may not quit normally. If the HotSync operation does not start Make sure that the HotSync icon is displayed in the Windows task tray on your computer screen and Local is not selected from the shortcut menu. If the HotSync icon is not shown in the task tray, click Start, point to Programs, Sony Handheld, and then click HotSync Manager. Click the HotSync button on the cradle to start the HotSync operation.
115Chapter3Exchanging and updating data using a HotSync® operation If a message is displayed stating that the selected COM port is not available Follow the procedures below. If the same message appears again, uninstall the Palm Desktop for CLIE software and then re-install it. 1Click the HotSync icon in the Windows task tray (bottom- right corner of the taskbar). A shortcut menu is displayed. 2Make sure that Local is not selected. If it is selected, click Local to clear it. Notes • Even if the HotSync operation is performed via a USB connector and the cradle, “Serial” is indicated. • Do not remove your CLIE handheld from the cradle during a HotSync operation. • Do not push the HotSync button during a HotSync operation. It might cause errors and force termination of the operation. • Do not enter power saving mode during a HotSync operation. If your computer enters power saving mode during a HotSync operation, the HotSync Manager will be forced to terminate. To control multiple CLIE handhelds from a computer You have to create a user profile for each CLIE handheld. See “Creating a user profile to control multiple CLIE handhelds” on page 122 for creating a use profile. To change the user name 1In the Palm™ Desktop for CLIE window, click Users from the Tools menu. The Users dialog box is displayed. 2Click the user name you want to change in the list box and then click Rename. The Rename User dialog box is displayed. 3Enter a new user name and then click OK. Your CLIE handheld user name is changed at the next HotSync operation. Performing a local HotSync® operation with the cradle
116Chapter3Exchanging and updating data using a HotSync® operation Using the Palm™ Desktop for CLIE software The Palm™ Desktop for CLIE software duplicates Date Book, Address Book, To Do List, Expense, and Memo Pad applications on your CLIE handheld, so you can view, enter, and modify data stored on your CLIE handheld. You can also import data from Windows applications onto your CLIE handheld. Starting the Palm Desktop for CLIE software Double-click the Palm Desktop for CLIE software icon on the Windows desktop or click Start, select Programs, Sony Handheld, and then click Palm Desktop for CLIE. The Palm Desktop for CLIE software starts. To quit the Palm Desktop for CLIE software Click the close button in the upper right of the screen or click File, and then Exit. Basic operations of the Palm Desktop for CLIE software Click the icon of the application that you want to use. The screen switches to the selected application screen. Basic operations for each application are the same as those of the corresponding CLIE application. For details, see the Palm Desktop online help. To display the online help, click Help and then Palm Desktop Help.
117Chapter3Exchanging and updating data using a HotSync® operation Locating the Palm Desktop for CLIE components 1List pane Displays the records in the current Desktop application. 2Application Launch bar Provides one-click access to each Desktop application. Click an icon to open its associated application. 3Install Tool icon Displays the Install Tool dialog box to select the application you want to install onto your CLIE handheld the next time you perform a HotSync operation. 4 User name display Displays the user name of the owner of the information being displayed. 5Record pane Displays full details of the record that is selected in the List pane. The information displayed here is the same as that displayed on your CLIE handheld’s Details screen. Using the Palm™ Desktop for CLIE software
118Chapter3Exchanging and updating data using a HotSync® operation Advanced HotSync® operations Setting the HotSync® setup options You can change how to start the HotSync® Manager or make the local HotSync settings. 1Click the HotSync icon in the Windows® task tray (bottom-right corner of the taskbar) and then select Setup from the shortcut menu. The Setup dialog box appears. 2Click the General tab to select one of the following options. If you are not sure which option to use, keep the default setting: (Always available) •Always available: Adds the HotSync Manager to the Startup folder and starts the HotSync Manager to monitor the USB port as soon as Windows ® is started. This allows you to perform a HotSync operation even when the Palm Desktop for CLIE software is not running. •Available only when the Palm Desktop is running: Starts the HotSync Manager when you start the Palm Desktop for CLIE software. •Manual: Starts the HotSync Manager only when you select HotSync Manager from the Windows ® Start menu. Continued on next page
119Chapter3Exchanging and updating data using a HotSync® operation 3Click the Modem tab to display the modem settings and then adjust the options as needed. See “Conducting a HotSync operation via modem” on page 127 for more information. 4If you are attached to a network, click the Network tab to display the network settings and then adjust the options as needed. See “Conducting a HotSync operation via a network” on page 133 for more information. 5Click OK. Advanced HotSync® operations
120Chapter3Exchanging and updating data using a HotSync® operation Customizing HotSync application settings (Conduit) What is a “Conduit”? For each application, you can define a set of options that determines how records are handled during synchronization. Each set of these options is called a “conduit.” By default, a HotSync operation synchronizes all files between your CLIE handheld and the Palm Desktop for CLIE software. In general, you should leave the settings as they are to synchronize all files. The only reason you might want to change these settings is to overwrite data on either your CLIE handheld or the Palm Desktop for CLIE software, or to avoid synchronizing a particular type of file because you do not use it. In addition to the conduits for Date Book, Address Book, To Do List, Memo Pad, and Expense, the Palm Desktop for CLIE software offers System and Install conduits. The System conduit backs up the system information stored on your CLIE handheld. The Install conduit installs add-on applications to your CLIE handheld. 1Click the HotSync icon in the Windows task tray (bottom- right corner of the taskbar) and then select Custom from the HotSync Manager menu. Or, select Custom from the HotSync menu of the Palm Desktop for CLIE software. The Custom dialog box appears. 2Select the appropriate user name you are using on your CLIE handheld from the drop-down list. 3Select an application in the Conduit list. Advanced HotSync® operations Continued on next page