Microsoft Smartphone 2002 Synchronizing Information, Using ActiveSync, Creating a Partnership

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Chapter 7 Synchronizing Information

This chapter introduces basic concepts and features of Microsoft® ActiveSync®, and explains how to set up Server ActiveSync®, synchronize remotely, and create a synchronization schedule. This chapter also gives an overview of the different types of Microsoft® Outlook® information you can synchronize.

For more information about ActiveSync, see ActiveSync Help on your desktop computer.

Using ActiveSync

You can synchronize information on your desktop computer and/or a Microsoft® Exchange server with the information on your phone. ActiveSync compares the information on your phone with the information on your desktop computer and/or the server and updates all locations with the most recent information. With ActiveSync, you can:

§Keep your Outlook information up-to-date by synchronizing your phone with your desktop computer.

§Choose to synchronize Inbox, Calendar, and Contacts with a server so that you have the latest information, even when your desktop computer is turned off.

§Copy (rather than synchronize) files between your phone and your desktop computer.

§Control when synchronization occurs by selecting a synchronization schedule.

§Select which information types are synchronized and control how much information is synchronized. For example, you can choose how many weeks of past appointments to synchronize.

Note: Using Server ActiveSync, you can synchronize information directly with a Microsoft Exchange Server if your company is running Microsoft® Mobile Information Server 2002 or later.

Installing ActiveSync

Before you begin synchronization, install ActiveSync on your desktop computer from the Smartphone 2002 Companion CD. For more information on installing ActiveSync, see the Quick Start Card . ActiveSync is already installed on your phone.

Creating a Partnership

After the installation is complete, the New Partnership Wizard helps you set up a partnership between your phone and your desktop computer and/or a server so that you can start synchronizing information and customizing your synchronization settings. Your first synchronization process will automatically begin when you finish using the wizard. After the first synchronization, you will notice that your Outlook information now appears on your phone.

Warning: To prevent synchronization problems, select Synchronize with Microsoft Mobile Information Server and/or this desktop computer in the New Partnership Wizard only if you are certain that your company is running Microsoft Mobile Information Server 2002 or later and you know the server name. Otherwise, select Synchronize with this desktop computer. For more information, contact your network administrator or service provider.

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Contents Users Guide Contents Contacts, Calendar and Tasks Page Getting to know your phone Front View Getting StartedSpeaker LED IndicatorDisplay Home screenBack, side and base view Status indicators Synchronizing with ActiveSync Installing ActiveSyncRecharging the Battery BatteryUSB Cradle AccessoriesSD and MMC Cards To insert or remove a memory card DC ConnectorInserting the SIM card USB cableInformation about Source Where to find informationNavigation methods BasicsTo backspace and remove one character in a text field Using the Back buttonUsing soft keys To access the Home screenTo access menu options Using menusUsing the Programs list Using numbersEntering text in Multipress mode Using the Quick ListEntering text and numbers on your phone Entering numbers in Numeric mode Entering text in T9 modeMiscellaneous input tasks Locking the keypad Securing your phoneLocking your phone To lock the SIM card Locking the Subscriber Identity Module SIM cardTo unlock your phone To turn off phone lockTo make a call Phone CallsMaking a call Making a call from ContactsMaking emergency calls Making a call using a recently-dialed numberMaking a call from the Call History list Making a call from a hyperlinkReceiving a call Having problems making a call?In-call options Miscellaneous call tasks Reviewing your callsCall History Shortcuts Call TimersSpeed dials Advanced dialing optionsViewing and deleting shortcuts To insert a manual pause in a dialing sequence To insert a three-second pause in a dialing sequenceTo view Telephony settings SettingsViewing and changing settings To view SettingsProfiles To display Sounds settingsTo view Profiles settings SoundsTo use profiles Preset profilesTo modify a profile on the Settings menu Profile Ring Type Notification Feedback Name VolumeAbout AccessibilityTo create a dial-up connection to your corporate network To view Data Connections SettingsData Connections To create a dial-up connection to the InternetOwner Information Power ManagementRegional Settings Date and timeTo view Security Settings Resetting to factory defaultsTo compose an e-mail or SMS message from Inbox Messaging FeaturesSending e-mail and SMS messages Sending messages from InboxInserting predefined text into messages Sending messages from a ContactInserting voice recordings into messages Receiving complete messages Receiving e-mail and SMS messagesOpening messages Receiving meeting requestsTo download an attachment Viewing your message foldersReceiving message attachments To receive a complete messageTo view your Inbox Using Inbox menu optionsManaging your Inbox To view message foldersTo customize Inbox Options Customizing Inbox optionsSMS messages Message notificationsTo modify a sound alert for notifications To sign in and out of MSN Messenger Communicating with MSN MessengerGetting started with MSN Messenger To import SMS messages from the SIM card to your InboxTo add a contact To see who is already chatting, or to switch between chatsTo accept or switch between chats To invite a contact to an ongoing chatChanging Status To change your displayed nameContacts list Using ContactsTo access Contacts Contacts, Calendar and TasksContact list Meaning Abbreviation To call a contact using the default numberTo find a contact by entering a name To filter contactsTo call a contact from a contact card Contact cardsTo create a new contact To view a contact cardContact card menu Function Option Using CalendarUsing contact card menu options To view contact card menu optionsTo edit an appointment To access CalendarTo create a new appointment To view an appointmentTo view your agenda for a specific date Viewing your scheduleTo delete an appointment To view your agenda for the current dayMonth view To view appointments for the weekTo view your schedule for the month Importing Calendar information Using TasksTask list Creating Voice Notes Using the task listTo receive beamed information Beaming informationTo beam a contact To beam an appointmentSynchronizing Information Using ActiveSyncCreating a Partnership To set up Server ActiveSync Setting up Server ActiveSyncTo start and stop synchronization To synchronize remotely with a server Synchronizing RemotelyTo stop synchronizing with a server To synchronize remotely with a desktop computerCreating a server synchronization schedule Synchronizing informationSynchronizing Inbox Synchronizing Contacts Synchronizing Using an Infrared ConnectionActiveSync Errors Synchronizing CalendarWindows Powered Smartphone 2002 User’s Guide Internet, Entertainment and More Using Internet ExplorerNavigating in Pocket Internet Explorer To add a Web page to your Favorites list Using the Favorites listTo view a list of Web pages you visited most recently To visit a Web page on the History listPocket Internet Explorer options Cached web pagesPlaying files Using Media PlayerTo play files in a random order Menu options when playing a fileTo stop playback while using another program To access menu options when playing a fileLocal Content menu Function Option Local Content screen menu optionsUsing Media Player favorites To access Local Content screen menu optionsSupported File Formats LicensesSupported Audio and Video Codecs To activate the Modem Link To set up an infrared or USB modem connectionTo set up a serial port modem connection Modem LinkPlaying Solitaire SolitaireCalculator European Union Notice Accessories Model NumberAppendix a Regulatory Notices Regulatory Agency Identification NumbersSafety Precautions for RF Exposure Important Safety InformationAppendix a Regulatory Notices Safety Precautions for Power Supply UnitFeature Appendix B Hardware SpecificationsComponent