Palm 700wx - Treo Smartphone 60 MB Setting Up

Brand: Palm

Model: 700wx - Treo Smartphone 60 MB

Type: Setting Up

The Palm 700wx - Treo Smartphone 60 MB is a compact and versatile device that offers a wide range of features to keep you connected and productive. With its ability to send and receive emails, access the internet, and manage contacts and appointments, this smartphone is perfect for busy professionals and individuals who want to stay organized and connected on the go.

Setting Up Email on

Your Palm

Treo

™

700wx Smartphone

Intellectual property notices

and other intellectual property notices are set forth on page ii within

the user guide entitled Using Your Palm

Treo™ 700wx, installed on

the user’s computer.

Disclaimer and limitation of liability

Palm, Inc. and its suppliers assume no responsibility for any damage

or loss resulting from the use of this guide. Palm, Inc. and its

suppliers assume no responsibility for any loss or claims by third

parties that may arise through the use of this software. Palm, Inc. and

its suppliers assume no responsibility for any damage or loss caused

by deletion of data as a result of malfunction, dead battery, or repairs.

Be sure to make backup copies of all important data on other media

to protect against data loss.

PN: 406-10669-00

v. 1.0

iii

Contents

Getting started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Which email application should I use? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Chapter 1: Setting up Exchange ActiveSync

® . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Setting up your smartphone for an Exchange server . . . . . . . . . . . . . . . . . . . . . . . . 4

Displaying sent items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Installing a security certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Chapter 2: Setting up Messaging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Getting help with email setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Setting up your account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Setting up a VPN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Chapter 3: Accessing a Hotmail account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Chapter 4: Using the web browser to access email . . . . . . . . . . . . . . . . . . . . . . . . . . 23

GETTING STARTED

Getting started

Your Palm

Treo™ 700wx smartphone

comes with four options for sending and

receiving email. Just like on your computer,

you can choose one of the email

applications to help you manage your

email. (Additional fees may apply for email

services.) This guide shows you the various

email options and walks you through

setting them up, so that you can use your

smartphone to get the most out of your

current email accounts.

This guide explains how to determine

which email application is right for each of

your existing email accounts. If you like,

you can set up more than one application

to work with separate email accounts.

NOTE Your wireless service provider may

provide additional email options. Check

with your provider for information.

Microsoft

Exchange

ActiveSync

Messaging Pocket MSN Web browser

Enables you to

wirelessly

synchronize your

email and other

information directly

with the information

stored on a

Microsoft Exchange

Server 2003.

Enables you to send

and receive email

messages with a

corporate email

account or an

account you have

with an Internet

service provider

(ISP).

Enables you to send

and receive email

messages with an

MSN Hotmail

account.

Enables you to

access web-based

email.

GETTING STARTEDWHICH EMAIL APPLICATION SHOULD I USE?

Which email

application should I

use?

For Exchange ActiveSync to work with your

smartphone, your corporate email system

must be set up in a certain way. You can

set up the other email options yourself.

This table shows what you can do with

each of these options.

I can use … If I want to … For more information, I should

see …

Exchange

ActiveSync

Sync my email and personal (PIM)

information directly with my

company’s Exchange server if my

company uses Microsoft

Exchange Server 2003

“Setting up Exchange

ActiveSync

” on page 3

Messaging

• Check email from a POP or

IMAP account

• Access email from multiple

email accounts

• Check fee-based Internet mail,

such as Yahoo! Mail Plus or

AOL

“Setting up Messaging” on

page 13

Pocket

MSN

Check my Hotmail account “Accessing a Hotmail account”

on page 21

Web

browser

Check other free web mail, such

as Gmail or Yahoo!

“Using the web browser to

access email” on page 23

CHAPTER

Setting up Exchange

ActiveSync

If your corporation uses Microsoft

Exchange Server 2003, you may be able to

use Microsoft Exchange ActiveSync

your smartphone to send and receive

corporate email. With Exchange

ActiveSync, you can wirelessly synchronize

email, contacts, and other information on

your smartphone directly with Microsoft

Exchange Server 2003. Exchange

ActiveSync offers wireless push

synchronization of email and personal

information; as messages are received on

the server, they are automatically

downloaded to your smartphone. Exchange

ActiveSync also offers integration with your

corporate Global Address List (GAL).

BEFORE YOU BEGIN Do the following:

• Install the software from the Getting

Started CD.

• Make sure your phone is on and you have

subscribed to data services from your

wireless provider. Contact your service

provider for more information.

• Check with your system administrator

to make sure you have an account on

the Exchange Server.

• Work with your system administrator to

gather the following information:

• Exchange Server address and domain

name.

• Your username and password.

• Any special security requirements,

such as an SSL (Secure Sockets

Layer) authentication certificate. Your

system administrator should check

with Microsoft to determine if there is

any specific SSL authentication

certificate requirement.

SETTING UP EXCHANGE ACTIVESYNC

SETTING UP YOUR SMARTPHONE FOR AN EXCHANGE SERVER

CHAPTER

Setting up your

smartphone for an

Exchange server

1 On your smartphone, press Power/End

to wake up the screen, and then

press Center to turn off Keyguard.

2 Press Phone/Send to go to your

Today screen.

3 If you see Phone Off in the upper-left

corner, press and hold Power/End

to turn on your phone.

NOTE If you see No Service in the

upper-left corner, wait until you’re in a

coverage area before you continue.

4 Press Start and select Programs.

5 Select ActiveSync .

SETTING UP EXCHANGE ACTIVESYNC

SETTING UP YOUR SMARTPHONE FOR AN EXCHANGE SERVER

CHAPTER

6 Press Menu (right action key) and

select Add Server Source.

7 Enter the server address. If your system

administrator indicated that SSL

authentication is required, check the box

if it is not already checked. Press Next

(right action key).

8 Enter your username, password, and

domain. Your password can use

numbers and text. Check whether your

Shift Lock and Option Lock are active,

because they can affect the password

you are entering.

TIP

If you have already set up an Exchange

Server account, Add Server Source does not

appear on the menu; Configure Server

appears instead. If you are already receiving

email on your smartphone from the server,

your server settings are entered correctly and

you can skip the rest of this procedure. If you

are not receiving email, complete the rest of

this procedure to verify or change your

account settings.

TIP

The Exchange Server settings are

case-sensitive. Be sure to enter uppercase

and lowercase letters properly.

SETTING UP EXCHANGE ACTIVESYNC

SETTING UP YOUR SMARTPHONE FOR AN EXCHANGE SERVER

CHAPTER

9 If you want to enter your password each

time you access this account, do not

check the Save password box. If you

want your password entered

automatically, check this box.

10 (Optional) Select Advanced to set the

rules for fixing sync conflicts. Press

Next (right action key).

11 Check the boxes for the types of

information you want to synchronize

with Exchange Server.

12 (Optional) Navigate to the E-mail entry

and select Settings to do any of the

following:

• Change the number of days’ worth of

messages that are synchronized.

TIP

Ask your system administrator if it is OK to

store your corporate email password on your

smartphone. For increased security, you may

be required to enter your password each time

you access your email.

SETTING UP EXCHANGE ACTIVESYNC

SETTING UP YOUR SMARTPHONE FOR AN EXCHANGE SERVER

CHAPTER

• Change the maximum size of each

message that can be downloaded;

select All to download the entire

message regardless of size.

• Include attachments when

downloading messages.

• Press OK if you have finished, and

go to step 14, or select Advanced to

enter security options and go to

step 13.

13 (Optional) If you selected Advanced in

step 12, do any of the following:

• Check the first box to encrypt

outgoing email messages.

• Check the second box to sign

outgoing messages.

• Select Choose Certificate and select

a certificate needed for your SSL

connection. Press Select (left

action key). See “Installing a security

certificate” on page 10 for information

on installing a certificate on your

smartphone.

• If you choose any of the preceding

options, enter you primary email

address in the field.

TIP

Ask your system administrator if you need

to enter any advanced security settings.

SETTING UP EXCHANGE ACTIVESYNC

DISPLAYING SENT ITEMS

CHAPTER

Press OK when you have finished

entering advanced settings.

14 Press Finish (right action key).

When the setup is complete, you can

synchronize to retrieve email messages.

You can also set up a sync schedule to

automatically retrieve messages. See the

Quick Reference Guide for instructions.

Displaying sent items

After you set up your smartphone for an

Exchange Server, you can choose to display

sent messages in the Messaging

application. By default, sent messages do

not appear in an Exchange Server account.

1 On your smartphone, press Power/End

to wake up the screen, and then

press Center to turn off Keyguard.

2 Press Phone/Send to go to your

Today screen.

TIP

If you set up a sync schedule and you did

not check the Save Password box in step 9 of

this procedure, do not choose the As Items

Arrive schedule option.

SETTING UP EXCHANGE ACTIVESYNC

DISPLAYING SENT ITEMS

CHAPTER

3 Press Messaging (left action

key).

4 Press Left on the 5-way until your

Exchange Server account appears in the

title bar.

5 Press Menu (right action key) and

select To o l s > Manage Folders.

6 Check the box to the left of the Sent

Items folder icon.

7 Press OK .

SETTING UP EXCHANGE ACTIVESYNC

INSTALLING A SECURITY CERTIFICATE

CHAPTER

Installing a security

certificate

If your SSL connection requires a security

certificate, follow these steps to install the

required certificate from your computer to

your smartphone.

BEFORE YOU BEGIN Work with your

system administrator to obtain the required

security certificate on your computer. The

certification must be in DER encoded

binary X.509 format with a CER file

extension.

1 On your computer, browse to the

certificate file, right-click the file, and

then select Copy.

2 Connect your smartphone to the

computer using the USB sync cable.

3 On your computer, double-click the

ActiveSync icon in the taskbar in

the lower-right corner of the screen.

4 In the ActiveSync window, click To o l s ,

and then click Explore Pocket PC.

5 In the Mobile Device window,

double-click the Personal icon.

Right-click in the Personal folder

window, and then select Paste. This

copies the certificate file from your

computer to your smartphone.

SETTING UP EXCHANGE ACTIVESYNC

INSTALLING A SECURITY CERTIFICATE

CHAPTER

6 On your smartphone, press Start

and select Programs.

7 Select File Explorer.

SETTING UP EXCHANGE ACTIVESYNC

INSTALLING A SECURITY CERTIFICATE

CHAPTER

8 Select My Documents, and then select

Personal.

9 Select the certificate file. When

prompted if you want to install the

certificate, select Ye s to continue.

10 When you have finished installing the

certificate, press OK .

TIP

To verify that the certificate was installed

correctly, press Start, select Settings, and

then select the System tab. Select

Certificates; the certificate should appear on

either the Personal tab or the Root tab.

CHAPTER

Setting up Messaging

You can send and receive email messages

with an email account that you have with

an Internet service provider (ISP), an email

account that you access using a VPN

(virtual private network) server connection

(such as a work account), or any other

IMAP (Internet Message Access Protocol)

or POP3 (Post Office Protocol) email

account. You enter the settings for your

account in the Messaging application on

your smartphone.

BEFORE YOU BEGIN Do the following:

• Make sure you have subscribed to data

services from your wireless provider.

Contact your service provider for more

information.

• Work with your email provider or

system administrator to gather the

following information:

• Account type (POP3 or IMAP)

• Mail server name for receiving mail,

such as mail.company.com

• Mail server name for sending mail,

such as smtp.company.com

• Your username and password

• Any special security requirements,

such as SSL (Secure Sockets Layer)

authentication

• Check with your email provider to see if

you need to be logged in to their

network to send email messages.

NOTE You can set up more than one IMAP

or POP3 email account in the Messaging

application.

SETTING UP MESSAGING

GETTING HELP WITH EMAIL SETUP

CHAPTER

Getting help with

email setup

If you need help with email account setup

in the Messaging application, go to

www.palm.com/treo700wxqsm-support

and click the link for email setup.

Setting up your

account

1 On your smartphone, press Power/End

to wake up the screen, and then

press Center to turn off Keyguard.

2 Press Phone/Send to go to your

Today screen.

3 Press Messaging (left action

key).

4 Press Menu (right action key) and

select To o l s > New Account.

SETTING UP MESSAGING

SETTING UP YOUR ACCOUNT

CHAPTER

5 Enter the email address that you want

to enter settings for, and then

press Next (right action key).

NOTE As you are setting up an account,

the name of the account you were last

using is displayed at the top of the screen

(the default is Outlook E-mail). The current

account name is displayed when you

complete the setup.

6 Wait until the Status box displays

Completed, and then press Next

(right action key).

7 Enter your name as you want it to

appear to message recipients, the

username you use to log in to your

email account, and the password for

your account.

NOTE If the setup application recognizes

your email provider based on your email

address, your username may already be

entered.

SETTING UP MESSAGING

SETTING UP YOUR ACCOUNT

CHAPTER

8 If you want to enter your password each

time you access this account, leave the

Save password box unchecked. If you

want your password entered

automatically, check this box.

9 Press Next (right action key).

10 Select the Account type list, and then

select POP3 or IMAP.

11 Enter a name for this account, and then

press Next (right action key). (For

example, if this is your work email

account, enter “Work” or your

company’s name.)

TIP

Your account settings are case- sensitive.

Be sure to enter uppercase and lowercase

letters properly.

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Palm 700wx - Treo Smartphone 60 MB Setting Up

Palm 700wx - Treo Smartphone 60 MB Setting Up

Palm 700wx - Treo Smartphone 60 MB Setting Up

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