Using CorporateSync

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Synchronizing for the first time

1. After installing CorporateSync on your Pocket PC, you must perform a soft-reset to complete the installation procedure.
2. Select Start/Settings, click on the System tab and then click on CorporateSync Settings to open the user settings dialag box on your Pocket PC.
3. Enter your calendar server user name in the User Name field.
   Note: You do not have to enter your full name. Enter enough characters to distinguish yourself from all other users on your server.
4. Enter the calendar server name in the Server field.
5. Enter the calendar server node number or node alias in the Node field.
6. Click Set Password to open the Set Password dialog box.
   Enter your calendar server password and click OK.
7. Select the Sync Range tab of the dialog box to define the synchronization period. Enter From and To values to define the range.
8. Select the Events tab and set your Event options.
   • Select "Synchronize Refused Events" to transfer Meetings, Daily Notes and Day Events that you refused.
   • Select "Show Attendees" to transfer the names of users and resources invited to your Meeting (maximum of 12 attendees).
   • Select "Limit Event Details" to limit the size of Meeting Descriptions that are transferred. When selected, you can enter the maximum number of Kilobytes that will be transferred (maximum of 32k).
9. Select the Tasks tab and set your Task options.
   • Select "Synchronize Completed Tasks" to transfer all Tasks.
   • Select "Limit Task Details" to limit the size of Task Comments that are transferred. When selected, enter the maximum size (maximum of 32k).
10. Select the Contacts tab and set your Contact options.
    • Select "Synchronize Contacts with" to transfer Contact information and enter your Address Book name (not case sensitive). You may only synchronize with one Address Book.
    • Select "Limit Contact Details" to limit the size of Address Book Contact information that is transferred. When selected, enter the maximum size that can be transferred (maximum of 32k).
      Note: In order to synchronize Address Book Entries, your calendaring application must not be open on your PC and you must have an Address Book on it.
11. Choose "Communications" from the pop-up menu that opens when you right-click the CorporateSync icon on your Taskbar's system tray.
    • Select "Device Connection via Serial Port" to synchronize by serial cbale or USB connection.
    • Select "Device Connection via Network" if you plan to synchronize remotely through a network or modem connection.
12. If you do not plan to synchronize with other applications:
    • Open ActiveSync and select Options. Deselect all Synchronization Services that will not be used.
    • If synchronizing remotely, select "Enable Synchronization".

Steps for remote synchronization

For Remote Synchronization to work, both ActiveSync and CorporateSync for Pocket PC must be installed and running on a workstation on the same network as the calendar server. The network card for PocketPC also needs to be installed on your handheld device.

ActiveSync does not support multiple simultaneous device connections. It is recommended that ActiveSync and CorporateSync for Pocket PC be installed on as many workstations as Pocket PC devices.

1. Establish a network connection using a network cable or modem.
2. Choose Start > Programs > Communications > ActiveSync on your device.
3. Select the default type of connection:
   • Choose "Network Connection" if connecting via cable.
   • Enter the network domain name if connecting via modem.
4. Select the computer to connect to. That computer must have ActiveSync and CorporateSync for Pocket PC installed and running. That computer must have previously established a partnership with the device through a connection using a serial cable or USB connection.
5. Once an ActiveSync connection is established, Remote CorporateSync automatically begins. Remote CorporateSync can be executed by going to Start > Programs > Communications > CorporateSync on your device (the user is told if Remote CorporateSync has started and no connection exists).
6. To begin synchronizing, click the "Synchronize Now" button in the Remote CorporateSync dialog box. Once Remote Synchronization displays a "Connected" status message, synchronization has been completed.
7. To cancel synchronization at any time, click the "Cancel" button in the Remote CorporateSync dialog box.
8. Close Remote CorporateSync and ActiveSync.
9. Disconnect from the network if desired.

Setting your identity

The Sign In tab on your hand-held lets you enter your User Name, Server, Node (optional) and Password (optional). Passwords are case sensitive. The Set Password dialog box lets you modify your password:

1. Enter your current password in the Old Password edit box.
2. Enter the new password in the Password edit box.
3. Enter the new password in the Confirm edit box to confirm the change.
4. Select the Save Password checkbox to save your new password.
5. Click OK when finished.

The synchronization range

The Sync Range tab on your hand-held lets you enter the time range of Entries that will be synchronized. Enter From and To values to define the range. Narrow the time range if you find it is taking too long to synchronize.

Synchronizing Events

The Events tab on your hand-held lets you select your Event options. To synchronize Events, select the Synchronize Events checkbox.

• Select "Synchronize Refused Events" to transfer Entries you have refused.
• Select "Show Attendees" to list people and resources invited to Events.
• Select "Limit Event Details" to enter the maximum size of Details to be transferred.

Synchronizing Tasks

The Tasks tab on the hand-held lets you select your Task options. To synchronize Tasks, select the Synchronize Tasks checkbox.

• Select "Keep Completed Tasks" to transfer Tasks marked as completed.
• Select "Limit Task Details" to enter a maximum size of Details to be transferred.

Synchronizing Contacts

The Contacts tab on the hand-held lets you select which Address Book to synchronize.

• Select "Synchronize contacts with" and enter the Address Book name.
• Select "Limit Contact Details" to enter the maximum size of Details to be transferred.

Conflict Resolution

The Conflict Resolution tab of the CorporateSync Properties for Pocket PC dialog box lets you enter your default conflict resolution settings. This decides how CorporateSync deals with Entries modified in your calendaring application and on the hand-held.

• Select the "Prompt me, and set the default action to:" option button to be notified of these Entries. Select the default action from the drop-down list box. Prompting only occurs when you are connected locally via a serial cable or USB connection. When connecting remotely, the default action is performed without prompting.
• Select the "Don't prompt me, and always:" option button to always use the conflict resolution option selected in the drop-down list box below.

Click OK when finished with both tabs in the dialog box.

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