your server uses an encrypted
connection. In most cases, this box
should be checked.
6 Press Next (right softkey).
7 Enter the username and password you
use to access your corporate mail
server, and enter the Exchange server
domain.
NOTE You can’t see your password as you
enter it, so be careful. Be sure Caps Lock
and Option Lock are not on unless you
need them. For info on how to enter
characters, see Entering lowercase and
uppercase letters and Entering numbers,
punctuation, and symbols.
TIP
The Exchange server settings are casesensitive. Be sure to enter uppercase and
lowercase letters properly.
8 Check the Save password box.
TIP
If you found out from your system
administrator that it is not OK to store your
password, don’t check the Save password
box; you must synchronise manually (see
Initiating a wireless sync manually
TIP
If you check this box and later change your
Exchange password, you need to repeat the
steps in this procedure and enter the new
password. You cannot synchronise wirelessly
until you update the password.
).
CHAPTER
SETTING UP WIRELESS SYNCHRONISATION
75
SYNCHRONISING INFORMATION
5
CHAPTER
9 Press Next (right softkey) and
check the boxes for the types of
information you want to synchronise
with the Exchange server.
server begins automatically. A status
bar appears onscreen indicating sync
progress.
You can set a schedule for synchronisation
to take place anytime info is updated on
either your smartphone or the server or at
certain intervals (see Setting the
synchronisation schedule), or allow
synchronisation to take place only when
you initiate it manually (see Initiating a
wireless sync manually).
10 (Optional) Highlight an item, press
Menu (right softkey), and then
select Settings to change the
synchronisation settings for that type
of information. Settings are not
available for all items.
Setting the synchronisation schedule
You can set a synchronisation schedule in
either of the following situations:
If you use Microsoft Exchange Server
2007 or Microsoft Exchange Server 2003
with Service Pack 2: By default, wireless
sync takes place anytime info is updated
TIP
To automatically download more of an
incoming email message than the default
setting, select E-mail in step 10 and select a
higher number from the Download size limit
list. If you don’t increase this setting, you can
manually download the rest of the message at
your convenience.
on either your smartphone or the server
using Direct Push Technology. To save
battery life, however, you can set
synchronisation to take place at intervals
that you specify.
If you use Microsoft Exchange Server
2003 that is not upgraded to Service
11 Press Finish (left softkey).
Pack 2: By default, wireless sync does not
Synchronisation with your Exchange
SETTING UP WIRELESS SYNCHRONISATION
76
SYNCHRONISING INFORMATION
5
take place automatically. Set a
synchronisation schedule to have sync
take place either anytime info is updated
on your smartphone or the server, or at
certain intervals.
1 Press Home, and then press
Centre.
2 Select Applications , and then
select ActiveSync .
3 Press Menu (right softkey) and
select Schedule.
4 Set any of the following options:
Peak times: Sets the frequency for
high-traffic time periods such as when
you are at work or when email volume
is high.
Off-peak times: Sets the frequency for
low-traffic time periods such as late at
night.
Use above settings when roaming:
Sets the frequency while you are
roaming outside your network
operator’s network. You should keep
this box checked to ensure that
wireless sync works properly.
Send/receive when I click Send: Sets
whether items are sent as soon as you
select Send in the Inbox application,
or whether they are held until the next
synchronisation.
5 Press Done (left softkey).
Initiating a wireless sync manually
If you want to control exactly when a
wireless sync takes place, or if it is not OK
to store your corporate email password on
your smartphone, you can initiate sync
manually.
1 To set up manual sync, follow the
preceding procedure, Setting the
synchronisation schedule. In the Peak
times and Off-peak times lists, select
Manual.
CHAPTER
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77
SYNCHRONISING INFORMATION
5
CHAPTER
2 To initiate a manual sync, press
Home, and then press
Centre.
3 Select Applications , and then
select ActiveSync .
4 Press Sync (left softkey).
Setting up your
have a backed-up and up-to-date copy of
important info.
Before you can synchronise, you need to
install your desktop sync software and
connect the USB sync cable to your
computer. Even if you already have
desktop sync software installed on your
computer, you must install the software
that came with your smartphone on the
Windows Mobile Getting Started CD.
computer for
synchronisation
Even if you are synchronising email,
contacts, calendar events, and tasks
directly with Exchange Server 2003 or
2007, we recommend that you install the
desktop sync software from the Windows
Mobile Getting Started CD so that you can
sync your smartphone directly with your
computer. Why? Using the desktop sync
software enables you to synchronise
additional info such as pictures, videos,
music files, Microsoft Office files, and
notes, so you can create and work on files
on your smartphone and then sync
changes to your computer, where you then
System requirements
Your computer must meet the following
minimum system requirements:
• Windows XP Service Pack 2 or
Windows Vista (later versions may also
be supported)
• 32MB of available memory (RAM)
• 170MB of free hard disk space
• CD drive
• Available USB port
• USB sync cable (included with your
smartphone)
• Adobe Flash Player (required to run the
installation program)
SETTING UP YOUR COMPUTER FOR SYNCHRONISATION
78
SYNCHRONISING INFORMATION
5
TIP
If you do not have Adobe Flash Player on
your computer, you can download it for free
from a
dobe.com.
Installing ActiveSync desktop software:
Windows XP
If you have a Windows XP computer, the
desktop sync software is called ActiveSync
desktop software. The Windows Mobile
Getting Started CD recognises that you
have a Windows XP computer and
automatically directs you to install
ActiveSync desktop software. On your
smartphone, the sync application is called
ActiveSync.
BEFORE YOU BEGIN If you are installing
the software on a computer at work, make
sure your company allows you to install
new software. Contact your company’s
IT department for help.
1 Close any applications that are currently
running on your computer, including
those running in the background. Your
computer must have all its resources
available to install the software.
2 Insert the Windows Mobile Getting
Started CD into the CD drive on your
computer.
3 Follow the installation instructions that
appear on both your computer and your
smartphone.
During installation, you connect your
smartphone to your computer and sync
for the first time. Be sure to watch
what’s happening on both your
computer and your smartphone. For
more info, see C
onnecting your
smartphone to your computer and
Synchronisa
TIP
During software installation, you can
select an option to synchronise email,
contacts, calendar events, and tasks directly
with Microsoft Exchange Server 2003 or
2007. If you choose this option, you are
prompted to enter your mail server address
and domain name and your Exchange server
account username and password.
tion.
Installing Windows Mobile Device Center:
Windows Vista
If you have a Windows Vista computer, the
desktop sync software is called Windows
CHAPTER
SETTING UP YOUR COMPUTER FOR SYNCHRONISATION
79
SYNCHRONISING INFORMATION
5
CHAPTER
Mobile Device Center. The Windows
Mobile Getting Started CD recognises that
you have a Windows Vista computer and
automatically directs you to install
Windows Mobile Device Center. On your
smartphone, the sync application is called
ActiveSync.
BEFORE YOU BEGIN If you are installing
the software on a computer at work, make
sure your company allows you to install
new software—for example, that you have
Administrator privileges. Contact your
company’s IT department for help.
7 Make sure the Windows Mobile
Device Center box is checked, and click
Install.
8 Follow the installation instructions that
appear on both your computer and your
smartphone.
During installation, you connect your
smartphone to your computer and sync
for the first time. Be sure to watch
what’s happening on both your
computer and your smartphone. For
more info, see C
onnecting your
smartphone to your computer and
Synchronisa
tion.
1 Close any applications that are currently
running on your computer, including
those running in the background. Your
computer must have all its resources
available to install the software.
2 Insert the Windows Mobile Getting
Started CD into the CD drive on your
computer.
3 If prompted, click RunStart.exe.
4 Click Continue.
5 Select your language and click Next.
6 Select Setup and Installation.
Using the desktop sync software
After you install the desktop sync
software, synchronisation happens
automatically anytime you connect your
smartphone to your computer, as
described in the next section. You can also
open the desktop sync software window
on your computer to perform the following
tasks:
• Install applications from your computer
to your smartphone (see Installing
applications from your computer) or to
an expansion card inserted into the
SETTING UP YOUR COMPUTER FOR SYNCHRONISATION
80
SYNCHRONISING INFORMATION
5
expansion card slot on your smartphone
(see Installing applications onto an
expansion card)
• Change which applications synchronise
• In ActiveSync desktop software on a
Windows XP computer, enter settings
to synchronise wirelessly with
Microsoft Exchange Server 2003 or
2007
DID YOU KNOW
applications synchronise (see C
applications sync) and enter settings to
synchronise wirelessly (see Setting up
wireless synchronisation) in the ActiveSync
app on your smartphone. Whether you enter
changes on your smartphone or on your
computer, the changes are transferred to the
other location the next time you synchronise.
?
You can also change which
hanging which
To open the desktop sync software, do
one of the following:
Windows XP: To open the ActiveSync
desktop software window, double-click the
ActiveSync icon in the taskbar in the
lower-right corner of your computer
screen.
TIP
If the ActiveSync icon does not appear in
the taskbar, go to Start, navigate to
Programs, and then select Microsoft
ActiveSync to open the ActiveSync window.
TIP
You can enter a setting to have the
ActiveSync window open automatically when
you connect your computer and your
smartphone. In the ActiveSync window,
select File > Connection Settings, and then
check the Open ActiveSync when my
device connects box.
Windows Vista: To open Windows Mobile
Device Center, click Start > All Programs
> Windows Mobile Device Center.
Desktop software installation also creates
a folder for your smartphone on your
computer. When your smartphone is
connected to your computer, opening My
Computer or Windows Explorer (Windows
XP) or Computer (Windows Vista) displays
an icon representing your smartphone.
Double-clicking this icon displays folders
containing items you synchronised, such
as music files, pictures, and videos.
CHAPTER
SETTING UP YOUR COMPUTER FOR SYNCHRONISATION
81
SYNCHRONISING INFORMATION
5
CHAPTER
Connecting your smartphone to your
computer
NOTE If you’re transferring info from a
previous Windows Mobile
a Palm OS
®
device, you can learn more
®
device or from
about how to move content, such as
pictures, music, and files, to your
smartphone by going to go.palm.com/
treo500v.
1 Prepare the AC charger by connecting
the adapter that fits the wall outlet
you’re going to use.
sockets to the left on the bottom of the
smartphone.
5 Connect the charger cable to the
remaining socket on the bottom of your
smartphone.
TIP
To charge your smartphone, connect the
AC charger to the connector on the bottom of
the smartphone. Your smartphone also
charges when it is connected to your
computer using the sync cable.
DID YOU KNOW
indicator light that glows when the charger is
connected to a power source.
?
The AC charger contains an
2 Plug the AC charger into a wall outlet.
3 Plug the USB sync cable into an
available USB port or into a powered
USB hub on your computer.
TIP
For best performance, plug your sync
cable directly into a USB port on your
computer. If your computer has USB ports on
both the front and back, we suggest using the
back port. If you use a USB hub, make sure it’s
a powered hub.
4 Connect the sync cable to your
smartphone by inserting it into the two
SETTING UP YOUR COMPUTER FOR SYNCHRONISATION
82
SYNCHRONISING INFORMATION
USB sync
cable
5
CHAPTER
Synchronising using
the sync cable
Every time you connect your smartphone
to your computer, the desktop sync
software automatically turns on and
checks whether changes you made on the
computer or on the smartphone need to be
synchronised.
• Connect your smartphone to your
computer (see C
smartphone to your computer).
SYNCHRONISING USING THE SYNC CABLE
onnecting your
83
SYNCHRONISING INFORMATION
5
CHAPTER
BEFORE YOU BEGIN Do the following:
• Make sure your computer is equipped
with Bluetooth wireless technology.
• If you have not already done so, install
the ActiveSync Plug-in for Bluetooth
wireless technology from the Windows
Mobile Getting Started CD. The plug-in
is installed on your computer and is
needed to synchronise over a Bluetooth
connection with your smartphone.
TIP
If you have any problems synchronising,
see Synchronisa
tion for troubleshooting
suggestions.
Other ways to
synchronise
To install the plug-in for Bluetooth
technology, insert the Windows Mobile
Getting Started CD into your computer’s CD
drive, and select Add Programs (Windows
XP) or Bonus Software (Windows Vista).
Select the plug-in option and follow the
onscreen instructions.
1 Do one of the following:
Windows XP: On your computer, right-click the ActiveSync icon in
Synchronising over a Bluetooth
connection
You can synchronise your computer and
smartphone using Bluetooth wireless
technology.
the taskbar in the lower-right corner of
the screen, and select Connection
Settings.
Windows Vista: Click Start > All
Programs > Windows Mobile Device
OTHER WAYS TO SYNCHRONISE
84
SYNCHRONISING INFORMATION
5
Center. Select Connect without
setting up your device, and then select Connection settings.
2 Check the Allow connections for one
of the following box, and then select
Bluetooth.
3 On your smartphone, press
Home, and then press
Start (left softkey).
4 Navigate to the My Settings content
list and press All Settings (right
softkey).
5 Select Connections, and then select
Bluetooth.
6 Press Menu (right softkey) and
select Turn On Bluetooth if it is not
already on.
7 Press Home, and then press
Centre.
8 Select Applications , and then
select ActiveSync .
9 Press Menu (right softkey) and
select Connect via Bluetooth.
10 If this is the first time you’re making a
Bluetooth connection to this computer,
follow the onscreen prompts to set up a
Bluetooth partnership with this
computer. See C
onnecting to devices
with Bluetooth® wireless technology for
more information on partnerships.
11 Select Sync.
12 When synchronisation has finished,
press Menu (right softkey) and
select Disconnect Bluetooth.
Synchronising with multiple computers
You can set up your smartphone to
synchronise with up to two computers as
well as with Exchange Server 2003 or
2007. When synchronising with multiple
computers, the items that you synchronise
appear on all the computers.
For example, if you set up to sync your
smartphone with two computers named
C1 and C2, when you sync Contacts and
Calendar on your smartphone with both
computers, you get the following results:
• The contacts and calendar
appointments that were on C1 are now
also on C2.
• The contacts and calendar
appointments that were on C2 are now
also on C1.
CHAPTER
OTHER WAYS TO SYNCHRONISE
85
SYNCHRONISING INFORMATION
5
CHAPTER
• The contacts and calendar
appointments from both computers are
on your smartphone.
NOTE Microsoft
®
Office Outlook® E-mail
can synchronise with only one computer.
Setting
synchronisation
options
Changing which applications sync
You must select sync options if you want
to synchronise notes, pictures, and other
types of files.
1 Press Home, and then press
Centre.
2 Select Applications , and then
select ActiveSync .
3 Press Menu (right softkey) and
select Options.
4 Do any of the following:
• Check the box next to any items you
want to synchronise. If you cannot
check a box, you might have to
uncheck a box for the same
information type elsewhere in the list.
• Uncheck the box next to any items
you want to stop synchronising.
TIP
To end the sync relationship between your
smartphone and a computer so that items are
no longer synchronised with that computer,
highlight the computer name on the Options
screen, press Menu (right action key), and
then select Delete.
• Highlight an item and then select
Settings to customise the
SETTING SYNCHRONISATION OPTIONS
86
SYNCHRONISING INFORMATION
5
settings for that item. Settings are not
available for all items.
TIP
For detailed information on synchronising
Word documents, Excel spreadsheets, and
PowerPoint presentations, see Synchronisi
your Microsoft Office files. For detailed
information on synchronising pictures, videos,
and music files, see Synchronisi
files.
ng your media
ng
Stopping synchronisation
If you ever need to manually stop
synchronisation, follow these steps:
1 Press Home, and then press
Centre.
2 Select Applications , and then
select ActiveSync .
3 Press Stop (left softkey).
CHAPTER
SETTING SYNCHRONISATION OPTIONS
87
SYNCHRONISING INFORMATION
5
CHAPTER
SETTING SYNCHRONISATION OPTIONS
88
CHAPTER
Your email
6
You already know how efficient email is for staying in touch.
Now your Palm
®
Tre o™ 500v smartphone brings you a new
level of convenience: email on the go. Enjoy the ease and
speed of communicating with friends, family, and colleagues
anywhere you can access your network operator’s data
network.
You can send photos to your friends and family, or create
Microsoft Word or Excel files and send them to your
colleagues. You can also receive attachments to view and edit
at your convenience.
personal email service, which you can use
to access one or more email accounts,
already installed. You can also use other
BEFORE YOU BEGIN
• Before you use your smartphone to
send or receive messages, consult your
network operator for pricing and
availability of email services and data
rate plans.
• Make sure your phone is on and you’re
inside a coverage area before you send
or receive messages.
applications on your smartphone to access
the many kinds of email you may use:
corporate, ISP, and web-based (like Gmail
and Yahoo! Mail). Before you can send and
receive email on your smartphone, you
need to decide which type of email
account you want to access. The setup
process is different for each email account
type, so it is very important that you select
the correct type.
Entering settings for an email account
Depending on your network operator, your
smartphone may come with the MyMail
Email account typeType of email you can accessHow to set up
POP/IMAPYou can obtain email from an
ISP or Internet email account
such as EarthLink, or from a
small business or corporate
Internet email account.
See Setting up a personal
email account using the
MyMail service, Setting up a
POP/IMAP account: Common
email providers, or Setting up a
POP/IMAP account: Other
email providers.
CHAPTER
SETTING UP EMAIL
91
6
YOUR EMAIL
CHAPTER
Email account typeType of email you can accessHow to set up
Microsoft Exchange
server
You can retrieve corporate
email using a Microsoft
Exchange server. You can
access email wirelessly if your
company is using Microsoft
Exchange ActiveSync
®
.
See Setting up wireless
synchronisation.
You may need to check with
your IT organisation to ensure
that Exchange ActiveSync
supported and to obtain the
®
is
configuration settings.
HotmailYou can use Windows Live to
See Using Windows Live
access mail from your
web-based Hotmail account
Free web-based
email
You can access mail from
Yahoo! and other free
web-based systems.
TIP
Some web-based email providers such as
Yahoo! and Gmail allow you to configure your
email account so that you can access it from
the email application on your smartphone
instead of from the web browser. Check the
provider’s website for information.
Check with your network operator for
availability.
1 Press Home, and then press
Access the email website
directly using your
smartphone’s web browser.
Left to open the Message Centre
content list
2 Select MyMail.
Setting up a personal email account using
the MyMail service
BEFORE YOU BEGIN The MyMail service
3 Select the Welcome to Vodafone! Set
up your MyMail account message.
4 Select the link within the message.
is not supported by all Vodafone operators.
SETTING UP EMAIL
92
YOUR EMAIL
6
5 If prompted, press Ye s (left
softkey) to go the web page.
6 Follow the instructions for setting up
your MyMail email account.
Setting up a POP/IMAP account:
Common email providers
Follow this procedure if you have a
common email provider such as AOL,
EarthLink, or Yahoo!. If you are setting up
the Inbox application to work with your
corporate email account, or you have a
less-common email provider, see S
etting
up a POP/IMAP account: Other email
providers.
BEFORE YOU BEGIN Ask your email
provider or system administrator for your
account username and password if you
don’t know them.
1 Press Home, and then press
Centre.
2 Select Messaging <ICON>, and then
select New Email Account.
3 Enter the email address that you want
to set up. Check the box to have the
setup process get your account settings
from the Internet.
4 Press Next (right softkey).
5 If the setup process finds your account
settings, press Next (right
softkey).
If the setup process does not find your
account settings, go to S
etting up a
POP/IMAP account: Other email
providers and continue with step 6 of
that procedure.
6 Enter your name and, if you want,
change your account display name to
something meaningful. For example, if
this is your work email account, you can
change the display name to “Work” or
your company’s name.
CHAPTER
SETTING UP EMAIL
93
6
CHAPTER
YOUR EMAIL
7 Press Next (right softkey).
8 Enter your account username and
9 If you want your password entered
10 Press Next (right softkey).
11 (Optional) Select either of the following:
SETTING UP EMAIL
94
password.
automatically, check the Save password box. If you want to enter
your password each time you access
this account, do not check this box.
DID YOU KNOW
box makes it easier to check your email,
because you don’t have to enter your
password each time. Leaving the box
unchecked keeps your email more secure,
because no one can download messages
without entering your password.
?
Checking the Save password
Automatic Send/Receive: Change the
time interval for automatically
downloading email, from every 5
minutes to once a day. If you do not
want to automatically download
messages, select Manually.
Review all download options: Select
this option to change download
settings; see C
hanging email download
settings for information.
12 Press Finish (right softkey). If
prompted, select OK to download
messages for this account now.
Setting up a POP/IMAP account: Other
email providers
You can set up an account to send and
receive email messages using an email
account that you have with an Internet
YOUR EMAIL
6
service provider (ISP), an email account
that you access using a VPN server
connection (such as a work account; see
C
onnecting to a VPN), or any other IMAP
or POP email account.
BEFORE YOU BEGIN Work with your
email provider or system administrator to
gather the following info:
• Account type (POP3 or IMAP)
• Mail server name for receiving mail
• Your username and password
• Any special security requirements
1 Press Home, and then press
Centre.
2 Select Messaging <ICON>, and then
select New Email Account.
3 Enter the email address that you want
to set up. Check the box if you want the
setup process to try to get your account
settings from the Internet.
4 Press Next (right softkey).
5 If you did not check the box in step 4 or
the setup process does not find account
settings, press Next (right
softkey).
If you did check the box and the account
setup process finds your account
settings, go to S
etting up a POP/IMAP
account: Common email providers and
continue with step 6 of that procedure.
6 If prompted, select either of the
following as your email provider:
CHAPTER
SETTING UP EMAIL
95
6
CHAPTER
YOUR EMAIL
Internet email: Select this option if you
access email from any type of email
account except a corporate account that
uses an Exchange mail server.
Exchange server: Select this option if
you access email from a corporate
email account using an Exchange
server.
7 Press Next (right softkey).
8 Enter your name and, if you want,
change your account display name to
something meaningful. For example, if
this is your work email account, you can
change the display name to “Work” or
your company’s name.
9 Press Next (right softkey).
10 Enter the name of the incoming mail
server.
11 Select the Account type list, and then
select POP3 or IMAP.
12 Press Next (right softkey).
13 Enter your account username and
password.
SETTING UP EMAIL
96
YOUR EMAIL
6
14 If you want your password entered
automatically, check the Save password box. If you want to enter
your password each time you access
this account, do not check this box.
DID YOU KNOW
box makes it easier to check your email,
because you don’t have to enter your
password each time. Leaving the box
unchecked keeps your email more secure,
because no one can download messages
without entering your password.
TIP
For a corporate email account, ask your
system administrator if it is OK to store your
corporate email password on your
smartphone (for increased security, you may
need to enter your password each time you
access your email). If it is not OK, don’t check
the Save password box.
?
Checking the Save password
15 Press Next (right softkey).
16 If you receive an alert that your network
operator has already customised the
outgoing mail server settings, press
OK (left softkey to close the alert,
and then press Next (right
softkey) on the outgoing mail server
settings screen. Do not enter or change
anything on the screen.
If you do not receive an alert, go to
Entering outgoing server settings
TIP
If you do not receive an alert, and if your
incoming mail requires SSL, you set that
option with the outgoing server settings. See
Entering outgoing server settings
the Require SSL for Incoming email box on
the Advanced Server Settings screen.
.
and check
17 (Optional) Select either of the following:
Automatic Send/Receive: Change the
time interval for automatically
downloading email, from every 5
minutes to once a day. If you do not
want to automatically download
messages, select Manually.
Review all download options: Select
this option to change download
CHAPTER
SETTING UP EMAIL
97
6
YOUR EMAIL
CHAPTER
settings; see Changing email download
settings for information.
18 Press Finish (right softkey). If
prompted, select OK to download
messages for this account now.
TIP
To delete an email account or to edit
account settings—for example, if you need to
change the name of the outgoing mail
server—press Home, press Centre on the
5-way, and then press Messaging. To delete
an account, highlight the account you want,
press Menu (right action key), and then select
Delete. (To delete an Outlook Email account,
use the ActiveSync application.) To edit an
account, highlight the account you want,
press Menu (right action key), and then select
Settings. Go through the screens to change
the settings you want to edit.
Entering outgoing server settings
If, during account setup, you do not receive
an alert saying that your network operator
has set the outgoing mail options, you
need to manually enter these settings.
BEFORE YOU BEGIN Work with your
email provider or system administrator to
gather the following info:
• Mail server name for sending mail
• Any special security requirements
1 On the screen for entering outgoing
mail settings, select the correct settings
for the following:
Outgoing (SMTP) mail server: Enter
the server name.
Outgoing server requires
authentication: Check the box if your
outgoing mail server requires
authentication.
Use the same user name and
password for sending email: Check
SETTING UP EMAIL
98
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