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ActiveSync FAQs
Applies to: Windows Mobile 5.0 Smartphone
ActiveSync is the Microsoft program that allows you to synchronize data and information between your desktop computer and your Windows Mobile device. Most of the help for ActiveSync is available from the ActiveSync help menu on your desktop computer. This information is believed to be accurate, however it is provided entirely "as is". These instructions are written for ActiveSync version 4.5. You may wish to check for the latest information from Microsoft's website.
http://www.microsoft.com/windowsphone/en-us/default.aspx
How do I change ActiveSync settings?
Once you set up synchronization using the Sync Setup wizard on the PC, you can later change your synchronization settings:
If you want to change ActiveSync settings for synchronizing with a PC, use ActiveSync on the PC. For more information, see "Changing the amount of information synchronized" in ActiveSync Help on the PC.
If you want to change ActiveSync settings for synchronizing with Exchange Server, use ActiveSync on your phone, as described in the ActiveSync Help file on your desktop.
How do I change settings for an information type?
Note: Before changing synchronization settings on the phone, disconnect it from your PC.
On the Home screen, click Start > ActiveSync > Menu > Options.
Select one of the information types.
Do one of the following:
To view or change settings for an information type (when available), click Settings.
To view or change settings for a computer or Exchange Server, click Menu > Settings.
Change the amount of information to be synchronized or other settings.
Click Done (or Finish in the Exchange Server settings wizard).
How do I set up an Exchange Server connection?
To set up an Exchange Server connection, you will need to get the name of the server and the server domain name from your service provider or system administrator. You must also know your Exchange user name and password.
Note: Before you change synchronization settings on the phone, disconnect it from your PC.
On the Home screen, click Start > ActiveSync > Menu > Configure Server. If you have not yet set up sync with Exchange Server, this will say Add Server Source.
In Server address, enter the name of the server running Exchange Server, and click Next.
Enter your user name, password, and domain name, and click Next.
If you want the phone to save your password so that you will not need to enter it again when connecting, select the Save password check box.
Select the check boxes for the types of information items that you want to synchronize with Exchange Server.
To change available synchronization settings, select the type of information, and click Menu > Settings.
To change the rules for resolving synchronization conflicts, click Menu > Advanced.
Click Finish.
How do I connect my SmartPhone to the PC?
Important note: To synchronize using ActiveSync, you must install ActiveSync on your PC before you connect your phone to the PC.
Turn on the phone.
Connect your phone to your PC using a serial cable, USB cable, Bluetooth, or infrared connection. For more detailed information, see "Connecting a mobile device to a PC" in ActiveSync Help on your PC. We strongly recommend using a USB cable, especially for first time installation, and software loading.
Connect to a PC using infrared
Follow the instructions in ActiveSync Help on the PC for setting up your PC to receive infrared beams.
Line up the infrared (IR) ports according to the instructions in the manufacturer's documentation for your phone so that they are unobstructed and within close range.
On the phone Home screen, click Start > ActiveSync.
Click Menu > Connect via IR.
Click Sync.
Connect to a PC using Bluetooth
Follow the instructions in ActiveSync Help on the PC for configuring Bluetooth on your PC to support ActiveSync.
On the phone Home screen, click Start > ActiveSync.
Click Menu > Connect via Bluetooth. Ensure that the phone and PC are within close range.
If this is the first time you have connected to this PC via Bluetooth, you must complete the Bluetooth wizard on the phone and set up a Bluetooth partnership with the PC before synchronizing.
Click Sync.
When finished, click Menu > Disconnect Bluetooth.
To preserve battery power, turn off Bluetooth.
How do I install and set up ActiveSync?
(Check for latest version of ActiveSync from Microsoft's website). http://www.microsoft.com/windowsmobile/default.mspx
Install ActiveSync on your PC, as described on the Windows Mobile Getting Started disc. After Setup is complete, the Sync Setup Wizard automatically starts when you connect your phone to the PC.
Follow the instructions on the screen to complete the wizard. In the Sync Setup Wizard, you can:
Create a synchronization relationship between your PC and the phone.
Configure an Exchange Server connection to synchronize directly with Exchange Server. To synchronize your phone with Exchange Server, obtain the name of the Exchange Server, your user name, password, and domain name from your administrator before completing the wizard.
Choose information types to synchronize.
Notes: When you finish the wizard, ActiveSync synchronizes your phone automatically. Once synchronization completes, you can disconnect your phone from your PC.
How do I schedule synchronization as items arrive?
You can schedule automatic synchronization between your phone and Exchange Server every time an item arrives or is changed in Exchange Server if your company is running Exchange Server with Exchange ActiveSync, and after your first full synchronization with Exchange Server.
On the phone Home screen, click Start > ActiveSync > Menu > Schedule.
Do one or both of the following:
Under Peak times, select As items arrive. It's more cost-efficient to synchronize on at regular intervals when mail volume is high.
Under Off-peak times, select As items arrive. This can be more cost-efficient than synchronizing on a regular schedule when mail volume is low.
When finished, click Menu > Device Address to provide Exchange Server with the address to use to contact your phone.
Click Done.
Notes: Before changing synchronization settings on the phone, disconnect the phone from your PC.
How do I change the synchronization schedule?
Before changing synchronization settings, disconnect the phone from your PC.
On the phone Home screen, click Start > ActiveSync > Menu > Schedule.
Do one or more of the following:
To sync:
When you are working, or e-mail volume is high.
Select an appropriately frequent interval in the Peak times list.
When e-mail volume is low.
Select a longer interval or As items arrive in the Off-peak times list.
While roaming
Select the Use above settings while roaming check box. To minimize roaming charges, clear the check box, and synchronize manually while roaming.
When you click Send in Messaging on the phone
Select the Send outgoing items immediately check box.
Important Note : The device power-down timer is reset each time you synchronize. If you schedule a synchronization interval that is shorter than the time interval set for the device to automatically power down, the device will never turn off to save battery power.
Tip: To change peak time settings to more accurately adjust to periods of e-mail volume for you, click Menu > Peak Times.
How do I set up the device address?
Do this only if you choose to synchronize as items arrive. On any other sync schedule or to synchronize manually, you will not need to set up the device address.
On the phone Home screen, click Start > ActiveSync > Menu > Schedule.
Click Menu > Device Address.
Do one of the following:
If you have been instructed to use a pre-defined service provider profile, select the profile name for your service plan in Service Provider. This list will be populated after your first sync. Then, enter your device's phone number in Device phone number.
If you do not want to use a provider profile, select Other in Service Provider, and enter the address that identifies your device on the network in Device SMS Address. This is the same address that Internet users use to send text messages to your device.
Click Done.
Notes: Before changing synchronization settings, disconnect the phone from your PC.
How do I start and stop synchronization?
On the Home screen, click Start > ActiveSync.
To start synchronization, click Sync.
To stop synchronizing, click Stop.
Notes: You can start and stop synchronization only if your phone already has a sync relationship with a PC or Exchange Server.
How do I view information about sync status?
ActiveSync keeps synchronization status messages on a status page for you to view at any time. You can view status in one of the following ways:
When alert text is displayed on the ActiveSync main page, click the alert text to open the status page.
Click Menu > Status.
Notes: Some errors interfere with automatic synchronization. If you suspect that a scheduled synchronization has not occurred, you should attempt to manually synchronize your information. Successfully completing manual synchronization resets automatic synchronization. For more information, see "Synchronizing Information" in ActiveSync Help on the PC.
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jkutay@naples-digital-services.com
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