The Microsoft® ActiveSync® is one of the important bundled programs in
MyPal. With ActiveSync, you can synchronize the information on your
desktop computer with the information on your device. Synchronization
compares the data on your device with your desktop computer and
updates both computers with the most recent information.
For example:
•Keep Pocket Outlook data up-to-date by synchronizing your device with
Microsoft Outlook data on your desktop computer.
•Synchronize Microsoft Word and Microsoft Excel files between your
device and desktop computer. Your files are automatically converted to
the correct format.
NOTEBy default, ActiveSync does not automatically synchronize all
types of information. Use the ActiveSync options to turn
synchronization on or off for specific information types.
With ActiveSync, you can also:
•Back up and restore your device data
•Copy (rather than synchronize) files between your device and desktop
computer
•Control when synchronization occurs by selecting a synchronization
mode. For example, you can synchronize continually while connected to
your desktop computer or only when you choose to synchronize.
•Select which information types are synchronized and control how much
data is synchronized. For example, you can choose to synchronize your
appointments of the past two weeks only, appointments older than two
weeks are not synchronized.
For more information about using ActiveSync:
1.Start ActiveSync on your desktop computer.
2.From the Activesync menu bar, click Help then on Microsoft
ActiveSync Help.
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Chapter 3
Installing ActiveSync
®
The ActiveSync program is already installed on your device. To
synchronize information on your device with your computer, you must also
install ActiveSync on your computer. Install ActiveSync from the
Companion CD that came with your product package.
NOTEBefore starting the ActiveSync installation, make sure that
you have Microsoft® Outlook® installed on your computer. If
you do not have Outlook, install the Microsoft
from the Companion CD. Even if you have Outlook 98 or
Outlook 2000 installed, you are encouraged to update to
Outlook 2002.
Installing ActiveSync® on your computer
To install ActiveSync on your computer:
®
Outlook® 2002
1.Turn on your computer and monitor.
NOTEDo not connect your device to your computer until you have
finished installing ActiveSync.
2.Insert the Companion CD into the CD-ROM drive of your computer.
The CD autoruns and displays the initial screen, then the Main Menu
from which you can start the installation.
3.Click on Start Here from the Main Menu.
Microsoft® ActiveSync
®
3-3
4.Read the Overview before
installing ActiveSync 3.7 to make
sure that you perform the
installation sequence correctly.
5.If you have not installed Outlook,
install it now. Click InstallOutlook 2002 and follow the
screen instructions to complete
the installation.
6.Click Download ConnectionWizard and read the overview to
see if you require the wizard.
Follow the screen instructions to
install the wizard on your
computer. Return to the Main
Menu when done.
7.Click Install ActiveSync 3.7,
then click Install.
8.When prompted, select Run this
program from its current
location then click OK.
9.Follow the succeeding screen
instructions. Click Finish to
complete the installation.
10.Restart Windows when prompted,
then proceed to the next section
to connect your device to your
computer and start
synchronization.
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Chapter 3
Synchronizing your device
Connecting your device to a computer
To connect your device to your computer:
1.Place the device on the cradle.
2.Connect the AC adapter to the power connector on the cradle.
3.Connect the USB sync cable from the cradle to a USB port on your
computer.
To connect your device to
your computer without the
cradle:
1.Connect the traveling USB sync
cable with 26-pin connector to the
26-pin connector at the bottom of
the device.
2.Connect the other end of the cable
to a USB port on your computer.
26-pin connector
Microsoft® ActiveSync
®
3-5
Setting up a partnership
Immediately after you have completed the installation, the New
Partnership wizard will start automatically to help you establish a
partnership and customize your synchronization settings. At this point, you
can decide exactly which types of information you would like to
synchronize with your computer.
A partnership is a file that allows you to synchronize your device
with your desktop computer. This file is stored on your desktop
computer. An additional file that enables your desktop computer to
recognize your device is stored on your device.
To set up a partnership:
1.When the New Partnership
screen appears, select Standardpartnership for the type of
partnership to establsih between
your device and your computer.
Click Next.
2.On the next screen, select
Synchronize with the desktop
computer. Click Next.
3.Select the type of information that
you wish to synchronize. Click
Next.
OR
If you wish to customize a
synchronized item, highlight the
item then click Settings.
3-6
Chapter 3
On the Calendar
Synchronization Settings
window, for example, select from
the options how you wish to
synchronize the appointments on
your device with your computer.
Click OK.
4.Click Finish to complete setting a
partnership.
Immediately after you set up a
partnership, ActiveSync
®
starts
automatically and initiates the first
synchronization between your
device and your computer.
Refer to the succeeding sections
for more details on
synchronization.
Microsoft® ActiveSync
®
3-7
Checking synchronized information
After your first synchronization, take a look at Calendar, Contacts, and
Tasks on your device. You will notice that the calendar information in
Microsoft Outlook on your computer was copied to your device, and the
information that you have on your device was copied to your computer.
NOTEOpen Microsoft Outlook on your desktop computer to see the
details of copied information from your device.
3-8
Chapter 3
Manually initiating synchronization
Once you have set up ActiveSync and completed the first synchronization
process, you can initiate synchronization from your device at any time.
To manually initiate synchronization:
1.Tap , then tap ActiveSync to display the ActiveSync screen.
Connection status
Tap to connect and synchronize
Tap to stop synchronization
Tap to synchronize via IR or
change synchronization settings
2.To start synchronization, make a connection between your device and
your computer, then tap Sync.
To end synchronization, tap Stop.
For more information on synchronization:
Tap while in the ActiveSync screen, then tap Help.
Microsoft® ActiveSync
®
3-9
Synchronization options
The Microsoft ActiveSync program allows you to customize your
synchronization settings at any time. You can select the items to
synchronize, set the synchronization schedule, and specify the
synchronization rules.
To display the synchronization options:
•From the ActiveSync window on your desktop computer, click on the
Options icon, or
•From the menu bar, click on Tools, then Options.
To select items to synchronize:
1.Check the box opposite the item
that you wish to synchronize.
2.Highlight a checked item then
click on Settings to specify
synchronization options for the
item.
For example, highlight Calendar
then click on Settings to display
the Calendar SynchronizationSettings window. Customize the
available settings, then click OK
when done.
3.Do the same for the other
checked items.
NOTE: You cannot set the
options for unchecked items.
4.Click OK when done.
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Chapter 3
To set synchronization schedule:
1.Click on the Schedule tab.
2.Select your desired
synchronization schedule.
3.Click OK when done.
To specify synchronization rules:
1.Click on the Rules tab.
2.Select your desired settings from
the available options.
Managing e-mail messages and folders ................................ 4-17
Microsoft® Pocket Outlook
4-1
Introduction
Microsoft® Pocket Outlook includes Calendar, Contacts, Tasks, Inbox, and
Notes. You can use these programs individually or together. For example,
e-mail address stored in Contacts can be used to address e-mail
messages in Inbox.
Using ActiveSync
or Microsoft Exchange on your desktop computer with your device. You
can also synchronize this information directly with a Microsoft Exchange
server. Each time you synchronize, ActiveSync compares the changes you
mode on your device and desktop computer or server and updates both
computers with the latest information. For information on using ActiveSync,
see ActiveSync Help on your desktop computer.
You can switch to any of the Pocket Outlook programs by tapping
®
, you can synchronize information in Microsoft Outlook
.
Calendar: Scheduling appointments
and meetings
Use Calendar to schedule appointments, including meetings and other
events. You can check your appointments in one of several views
(Agenda, Day, Week, Month, and Year) and easily switch views using the
View menu.
Tap to go to Today
Tap to display or edit the
appointment details
Tap to create a new appointment
NOTEYou can customize the Calendar display, such as changing
the first day of the week, by tapping Options on the Tools
menu.
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Chapter 4
Creating appointments
To create an appointment:
1.If you are in Day or Week view, tap your desired date for the
appointment,
2.Tap New.
Tap to select from a predefined text
Tap to select from previously
entered locations
Tap to specify the time of appointment
Tap to specify the date of appointment
Tap to add notes to the appointment
3.Using the input panel, enter a description and a location. Tap to select
the field.
4.If needed, tap the date and time to change them.
5.Enter other desired information. You will need to hide the input panel to
see all available fields.
6.To add notes, tap the Notes tab. You can enter text, draw, or create a
recording. For more information on creating notes, see the “Notes:
Capturing thoughts and ideas” later in this chapter.
7.When done, tap OK to return to Calendar.
NOTEIf you select Remind me in an appointment, your device will
remind you according to the options set in
Personal tab, Sounds and Notifications.
, Settings,
Microsoft® Pocket Outlook
4-3
Using the summary screen
When you tap an appointment in Calendar, a summary screen appears. To
change the appointment, tap Edit.
Appointment details
Notes/additional information
on the appointment
Tap to change details of the appointment
Creating meeting requests
You can use Calendar to set up meetings with users of Outlook and
Pocket Outlook. The meeting request will be created automatically and
sent either when you synchronize Inbox or when you connect to your
e-mail server.
To create a meeting request:
1.Tap Tools then Options to indicate how you want meeting requests
sent.
2.If you send and receive e-mail messages through ActiveSync, select
ActiveSync.
To schedule a meeting:
1.Create an appointment.
2.In the appointment details, hide the input panel, then tap Attendees.
3.From the list of e-mail addresses you have entered in Contacts, select
the meeting attendees.
4-4
The meeting notice is created automatically and place in the Outbox
folder. For more information on sending and receiving meeting
requests, see Calendar Help and Inbox Help on the device.
Chapter 4
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