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Sony PEG-N770C/E manual Creating a user profile to control multiple Clié handhelds, Data File Link

Models: PEG-N770C/E

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Page 79

Using your CLIÉ handheld			n N
Instructions			78


	profile (such as a company phone list) to load the data into several CLIÉ handhelds without associating that
	Creating a user profile to control multiple CLIÉ handhelds
Operating	If your company distributes multiple CLIÉ handhelds to its employees, for example, you can create a user
	data with a user name.

		This feature is designed only for the first HotSync® operation (before you assign a User ID to a particular
		CLIÉ handheld).
CLIE		For the procedure used to send a profile after setting user names, see Synchronizing with external
		data (File Link) (page 86).

	Creating a profile

To create a profile, proceed as follows:

1Start the Palm™ Desktop for CLIÉ software.

2Select Users from the Tools menu.

The Users dialog box appears. If no user profile is created, the New Profile dialog box is displayed; skip to step 4.

3Click Profiles.

The Profiles dialog box appears.

4Click New.

The New User dialog box appears.

5Enter a user name and then click OK.

6Repeat steps 4 and 5 for each profile you want to create.

7Click OK.

8Select profiles from the User list, and create data for the profile (for example, company phone list).

Image 79

Contents

Clié Operating Instructions Trademarks Read this firstFrom mains voltage, unplug the AC adapter Safety informationOwners record Electromagnetic radiationAudio GeneralDisposal of lithium-ion polymer batteries Regulatory informationOnline Operating Instructions WelcomeTurning your Clié handheld on and off Getting StartedTo turn on your Clié handheld, proceed as follows Tapping Using the stylusDragging Pressing while rotating the Jog Dial Using the Jog DialRotating the Jog Dial Pressing the Jog DialAdjusting the frontlight Performing a soft reset Resetting your Clié handheldTo perform a soft reset, proceed as follows To perform a hard reset, proceed as follows Performing a hard resetRelease the power button Graffiti writing Entering dataWriting Graffiti letters Keyboards Using the onscreen keyboardTo use the onscreen keyboard, proceed as follows Alphabetic keyboard Numeric keyboard International keyboardUsing your computer keyboard Application Launcher Managing applicationsTo open an application, proceed as follows Opening applicationsOpening applications on the Memory Stick Changing the display of the Application LauncherTap Preferences Tap Edit Categories Categorizing applicationsTo categorize an application, proceed as follows Category screen appearsTap Done Sorting applicationsSearching for records Tap OK againTap the Find icon Find dialog box appears Using the Find optionUsing the Phone Lookup option To use Find, proceed as followsPhone Number Lookup screen appears Tap Options , then Phone LookupSelect the Remember Last Category check box Using the Edit screen Switching between applicationsTo use the Edit menu, proceed as follows Done Add-on applicationsMS Gate Scheduling events Using your Clié handheldUsing the basic Palm OS applications Date BookFollow the steps in Scheduling an event for today Scheduling an event for another dateTap Details Scheduling repeated and continuous eventsExamples of repeated or continuous events To schedule a repeated event, proceed as followsTap Day To schedule a continuous event, proceed as followsDay view Displaying event viewsOr an agenda To display the Date Book views, proceed as followsPress the Date Book button on the front panel Week viewConflicts in your schedule To go to Week view, proceed as followsMonth view Recurring events, and untimed eventsTo go to Month view, proceed as follows To go to Agenda view, proceed as follows Agenda viewChanging between date and time views Changing a timed event to untimed Editing eventsChanging the date and time of an event To change the date or time of an event, proceed as followsAlternatively Deleting an eventTo delete an event, proceed as follows Select Delete EventTo set the alarm for an untimed event, proceed as follows Setting the alarmBefore the time of the event Option menus Address Book Play Every Defines how often the alarm soundsWith the Address Book, you can Tap First name Creating Address Book entriesTo open the Address Book, proceed as follows To create an Address Book entry, proceed as followsTo view addresses by company, proceed as follows Displaying entriesTo display a specific entry, proceed as follows Displaying entries by companyTo search for address records, proceed as follows Editing entriesSearching for entries You can quickly search through your Address BookTap No Image After installation, proceed as followsExample, to remind you of an address record Adding an imageTap Duplicate Address from the Record menu Deleting entriesDuplicating entries To copy an existing entry, proceed as followsAddress Book menus Categorizing entriesRecord menus Option menus Handheld via the infrared communications portTo open the To Do List, proceed as follows To Do ListCreating To Do List items Use the To Do List toTap Show in the To Do List screen Tap anywhere onscreen to deselect the To Do List itemDisplaying items Viewing due and completed itemsDue date Setting the priority of an itemSetting a due date Editing items and listsChecking off items To Do List menusFont You can select the fonts of the To Do List Memo PadTo open the Memo Pad, proceed as follows To review a memo, proceed as follows Creating memosDisplaying memos To create memos, proceed as followsDefining a memo as private Editing memos and listsAssigning a category To categorize your memos, proceed as followsSorting memos Deleting memosTap Options, and then Preferences Infrared communications port Memo Pad menusApplication Launcher screen appears ExpenseRecording expenses To open Expense, proceed as followsTo add more details, proceed as follows Editing Expense items and listsItem you entered is now saved Entering receipt detailsChanging the date Details are enteredChanging the display Expense screen, tap the Menu icon. The menu is displayed To change your default currency, proceed as followsCustomizing the currency list To change the currency list, proceed as followsTap Options and then Custom Currencies To create a new currency symbol, proceed as followsCreating/printing an Expense report Expense screen, tap the Menu icon Menu is displayedPreferences Using Expense report templatesExpense menus Delete Item Deletes the current Expense itemTo start the Calculator, proceed as follows CalculatorCalculator buttons Multiplication, and divisionUsers Using the security featuresPassword to view the private records Calculator menusTap Assigned Assigning a passwordChanging or deleting a password Tap UnassignedTo mask or hide private records, proceed as follows If you forget your passwordOperation Tap Lost Password in above Private recordsTap Lock & Turn Off Locking your Clié handheldTo display private records, proceed as follows To lock your Clié handheld, proceed as followsTo lock your handheld automatically, proceed as follows Setting your Clié handheld to lock automaticallyApplication Launcher starts up Entering owner informationTo enter owner information, proceed as follows To unlock the Owner Preferences screen, proceed as followsUnlock Message dialog box appears Tap UnlockUsing the Palm Desktop for Clié software Main features of the Palm Desktop for Clié software Install Tool To perform a local HotSync operation, proceed as follows Using HotSync operationsWhat is a HotSync operation? Performing a local HotSyncProceed as follows If the HotSync operation does not startTo change the user name, proceed as follows To change the HotSync setup options, proceed as follows Setting the HotSync setup optionsAdvanced HotSync options What is a Conduit? Customizing HotSync application settings ConduitTo create a profile, proceed as follows Creating a user profile to control multiple Clié handheldsData File Link Creating a profileBefore you start performing an IR HotSync operation Conducting an infrared HotSync operationTransferring a created profile To transfer a created profile, proceed as followsLocal from the shortcut menu Preparing your computerPerforming an IR HotSync operation To perform a HotSync operation, proceed as follows Restoring the local HotSync settingsTo restore the local HotSync settings, proceed as follows Application Launcher screenConducting a HotSync operation via a network Connecting to your companys dial-in serverTo prepare your computer, proceed as follows To prepare your Clié handheld, proceed as follows Tap Primary PC Setup from the Options menuYour Clié handheld, proceed as follows HotSync screen appears Tap the Menu iconTap LANSync When connecting to a network computer with a cableTap Conduit Setup from the Options menu Tap NetworkTo import data, proceed as follows Importing data from a Windows applicationTransfer that data to your Clié handheld Importable file formatsSynchronizing with external data File Link Beaming between your Clié handheld and another Palm OS Communicating using your Clié handheldHandheld Palm OS PDA Beaming informationBeam Category To receive beamed information, proceed as follows Receiving beamed informationTap Yes Data is saved to the unfiled category Introduction Using the Memory StickFuture of Memory Stick Why Memory Stick?Transfer Main advantages of the Memory Stick are its Generic Memory Stick MagicGate Memory Stick Protruding dot located on the back MagicGateOpenMG Copyright protectionMS Walkman MS Hi-fi system Network Walkmans Voice recorders Compatible devicesVisual AudioSony mobile phones Clié Handheld Entertainment OrganiserVaio notebooks Vaio desktopsInserting and removing a Memory Stick Gently push the Memory Stick into the slot Removing a Memory StickStick Memory Stick pops out a little from the Clié handheld To remove a Memory Stick, proceed as followsSlide the tab to the left You can now read and write data Enabling write-protectionApplication Launcher appears Starting an application on the Memory StickFormatting a Memory Stick To format a Memory Stick, proceed as followsBacking up data with the Memory Stick Viewing Memory Stick informationCustomizing your Clié handheld HiRes Set the High Resolution Assist featureChanging preferences Tap Set Time Setting the timeSetting the date Date and Time preferencesTap Options Setting the time zone and daylight saving timeChoosing font settings General preferencesTo choose time, date and number formats, proceed as follows Choosing country settingsChoosing different formats All applicationsTo set sounds, proceed as follows Setting the soundViewing preferences Assigning applications to buttonsTo assign applications to buttons, proceed as follows Assigning preferences to the full-screen strokeYour Application Launcher controls Tap HotSync Assigning applications to HotSync buttonsChanging the Jog Dial preferences Feature is enabledJogAssist feature does not support menu operations To enable the JogAssist function, select Use JogAssistNetwork Preferences screen, tap the User Name field Selecting an Internet Service ProviderNetwork preferences Entering a user nameTo select a connection, proceed as follows Entering a passwordTo assign a password, proceed as follows Selecting a connectionTo add to your phone settings, proceed as follows Adding telephone settingsNetwork Preferences screen, tap the Menu icon Creating additional service templatesTo add a new service template, proceed as follows To delete a service template, proceed as followsTo select a connection type, proceed as follows Adding detailed information to a service templateSelected service template Network Preferences screen, tap the service fieldEnter the Clié handhelds IP Address Tap OK Are not sure, select Automatic and go to stepTap OK again Network Preferences screenLiteral characters Non-ASCII Characters for Log in ScriptsUse of char Carriage return and line feedOption menus Setting the High Resolution Assist functionUsing the network preferences menus Service menusGetting help Operating problems TroubleshootingCannot get the handheld to recognise my handwriting Tapping and writing problemsWhen I tap the Menu icon, nothing happens Get a warning message telling me there is not enough memoryToday button does not show the correct date Application problemsRecords I created do not appear in the application Cannot list memos the way I wantLocal HotSync operation did not complete successfully HotSync problemsCannot perform a HotSync operation Cannot launch the HotSync ManagerClié software and my Clié handheld times out Cannot perform an IR HotSync operationDouble-click Infrared Click the Options tab Windows taskbar, click Start Choose SettingsFor viewing data Choose Control PanelRecharging problems Beaming problemsCannot beam data to another Palm OS PDA Forgot the password My Clié handheld is locked Password problemsMemory Stick problems Forgot the password My Clié handheld is not lockedPrecautions 129 Model Specifications131