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DME Client User Guide

1. DME asks you to confirm the server path If the installation file was pushed to your device from the server the server path is sent to the device along with the installation file in a separate SMS When DME launches the server path is read from that SMS but you must confirm it If DME was installed in another way for instance through cable transfer you must enter the server path here The server path has the form https dme yourcompany com nam_xml1 where dme yourcompany com is the name of the server where DME is installed Enter your user name and password and select Login DME shows the list of access points defined on the device and asks you to select one of them The access point defines how data traffic 1s sent from the device If you are in doubt as to which access point to select ask your DME Administrator Consult your device manual for information about setting up access points Most operators allow you to download access point setup configurations from their Web page Fy 3 08pm ab n Select access point TDC Mobil Internet TDC Mobil MMS TDC Mobil Streaming TDC Mobil WAP GPRS TV2 Wap Since this is the first time you enter your user credentials DME needs to verify that the password is in fact correct and asks the question Do you wish to verify your login from the server T CIDER L abc 07 QAUSER2 Bn kk Password is 9 unknown Do you 9 wish to verify your login with the server Sele
2. Time zone Enter the time zone for the starting and ending times See Working across time zones on page 12 Alarm Enable or disable the alarm When the alarm is enabled you can enter a date and time for when the alarm should go off Private Mark the meeting as private This means the the meeting details are not visible to other people in the collaboration system when you sync the calendar item Description Enter a description of the meeting agenda etc Adding participants In the Participants tab you can add meeting participants from Local contacts on the device and from the global address book on the server gt Entering meeting participants 1 Open the DME menu 2 Select Local contacts or Select Global Address Book 43 DME Client User Guide 2007 Excitor A S 44 For more information see Address book integration on page 34 Location and resources In the Location and resources tab you can enter a location for the meeting and book rooms and resources that are available in the collaboration system In the form you can enter information into the following fields Location Here you can enter free text describing the location of the meeting for instance a country or city Rooms Here you can book one or more of the rooms made available by the collaboration system The rooms are listed in the drop down list See below Resources Here you can book one or more of the resources made available
3. DME and DME Sync is a trademark of Excitor A S Microsoft SQL Server Microsoft Exchange Windows Windows Server 2003 and Active Directory are trademarks or registered trademarks of the Microsoft Corporation in the United States and other countries DME Client User Guide 2007 Excitor A S Lotus Notes and Domino are trademarks or registered trademarks of IBM Corporation Company information E citror 12 Spotorno All 2630 Taastrup Denmark Phone 45 70 21 68 00 E mail mail excitor dk Website DME http www dmesync com About DME DME Dynamic Mobile Exchange offers synchronization of push e mail PIM information calendar contacts to dos and optionally files to mobile devices It fully integrates mobile device management with state of the art security and efficient software deployment DME is a mobile client server solution that works with mobile phones smartphones and PDAs using Symbian Windows Mobile or Java as operating system DME is developed by Excitor A S The solution enables large and midsize enterprises to deliver business mobility services to employees and to effectively manage and control mobile devices without compromising security DME is device network and operator independent and offers unparalleled TCO unprecedented data and device security and a very intuitive interface for users and administrators Introduction to Excitor and DME Typographical conventions Features and benefit
4. gt Removing a single attachment 1 Open the e mail containing the attachment Open the DME menu and select Attachments Highlight the attachment Open the DME menu and select Remove from phone Delete oa Bb W N Press Yes to confirm For e mails opened from the Outbox Sent and Drafts folders the process is slightly different 1 Open the e mail containing the attachment 2 Open the DME menu and select Attachments Delete 3 Press Yes to remove all attachments from the e mail gt Removing all attachments from the device 1 Goto the Inbox 2 Open the DME menu and select Actions Delete all attachments 3 Press Yes to confirm Creating and sending e mails gt Creating and sending an e mail 1 Open the DME menu and select Create E mail 2 Enter message details as described in E mail details on page 33 3 Inthe menu select Send The e mail is now saved in the Outbox Depending on the E mail settings on page 48 the e mail is sent immediately or queued for the next scheduled or manual sync When the e mail has been sent it is moved to the Sent folder Note that you can also create an e mail by finding one or more e mail addresses through the Global Address Book first and then choose to create an e mail using the selected e mail addresses For more information see Global Address Book on page 36 E mail details The e mail form works like a normal e mail with fields for Send to Carbon Copy CC Blind
5. CHANGING THE WAY YOU GO Excitor A S DME Client User Guide For DME client version 1 10 for S60 Document version 1 0 Contents Contents Introduction to Excitor and DME 3 CGY AE Oa LON 5 0556 oa vaste E ata aaa aera goannas anot eee sane 3 Company AMORA COM ena venue asus nace mane a tasmanian goatee aos eens eae 4 ACUM penne estes eR or Peg ee a ee EO rR a ene ee 4 Pe atures and Denei il iii pisadas 5 IY PO Strap hical conven ONS ereraa E aE E E E 5 ss E R sabantandiamsaietnentoacevovomsebee 6 DME client concepts 8 SVC MEOMIZ ALONSO VER VIS AAA a a O named 8 alo Hi OMT ZC AAA O A O lunges 8 COM id e o e O 8 Sal a ut aged nae miae 9 A A A E cnn tte err E N on men nee mere mone et mre mre 10 Paria 10 A EN 11 SA A dave nosuasbindoolelindan dec E E 11 Works across NE Zone Still 12 The challense OF tm ZONES ouuteianlaia tala ida 12 MAS sico de tios dicos 14 Special cases Alday EVE R 14 DS Ca Se CN A e OO A 15 Changing mailbox passwords sii ii 16 WALCO UST eaa mines wneeeal ocosinicadde saeeemenananeteotinn eas sects 17 Chan IVECO iii 17 Installing the client 19 A 19 saon A A 5 5 ELSE EN E saeadeossecanesemeqviecsnest 19 INSTA AO io riada 20 Upbdatino the DME C hent esana a 21 S60 devices 23 ADOULS OO JEVI CO iiyaa EET E EE ETEO AEE At 23 Coe o aT EE E EA T eaanonesse mates 24 Locas and stins the CHEN arar A iia 24 LOSE DA Ae EE E EET E 25 AUKEA a E S AAEE A IA ninia 28 RR RN 28 POST AC OMe ete a O te a
6. End time In this field you can specify the time of day at which client initiated pull should end if this is enabled Use the local time format for instance hh mm ss or hh mm ss am pm Example 17 30 or 05 30 pm Run on weekends If you select Yes client initiated pull will continue to run over the weekend S60 devices Settings If you select No client initiated pull will not run on weekends Contacts settings Contacts sync If you select Enabled the contact synchronization is enabled Your list of contacts on the device is synchronized with your personal address book on the collaboration system when a sync is run This setting affects push notification manual synchronization and scheduled sync If you select Disabled contacts are never synchronized To do settings To do sync If you select Enabled to do item synchronization is enabled This setting affects push notification manual synchronization and scheduled sync If you select Disabled to dos are never synchronized Days back When items are synchronized items from the last number of days selected here will be synchronized and available in the Calendar Permitted range 0 99 days Days forward When items are synchronized items up until the number of days selected here will be synchronized and available in the Calendar Permitted range 0 999 days Files settings With these settings you enable or disable the synchronization of files File synchronizati
7. The client can be set up to synchronize at regular intervals The intervals are the same for all resources e mail calendar contacts to dos and optionally files but scheduled sync can be enabled and disabled for each resource Pull sync For e mail and calendar items you can set up a separate schedule for synchronization This way you can for example set up scheduled sync intervals for contacts to dos and files disable scheduled sync for e mail and calendar and enable pull sync for e mail and calendar with a more frequent schedule Manual sync Finally it 1s possible to synchronize the client with the server manually by selecting a menu item in the client You can synchronize the different item types individually or you can choose to sync all at the same time Push mail and scheduled sync can be enabled or disabled depending on server and client settings For more information see Settings If file synchronization is enabled files can be synchronized using scheduled sync or manual sync Files can be synchronized in one of three ways which is determined by sync method selected in the file rule set up by the DME administrator One way just like receiving an e mail The files are downloaded to your device if updated on the server since your last sync Execute The files are downloaded and executed on your device if 1t was updated on the server since your last sync Two way just like editing a meeting invitation The files
8. 46 Now when you open the Calendar application you will observe that your meeting with Pierre is now scheduled for 11 00 instead of 10 00 which is what you wanted amp Note that on Java devices it is necessary to restart DME when the time zone is changed Main points The following are the main points when dealing with time zones 1 Always book meetings in local time in relation to your current location 2 When travelling adjust the time zone on the phone and in DME to your local time zone do not set the clock manually If you follow these simple guidelines you should not experience problems with your DME calendar when travelling between time zones Special case All day events An all day event is an anniversary a holiday or a birthday that is any event that lasts a full day All day events behave differently depending on device platform and collaboration system 14 DME client concepts Data security In Outlook when you change the time zone all day events move That 1s when you change the computer s time zone the all day event moves to display in the new time zone An event such as a holiday or birthday will appear in the Outlook calendar on two consecutive days For example a birthday could appear from 6 A M one day to 6 A M the next day In Lotus Notes an all day event will always have a full day duration when you create it That is it will appear from 00 00 to 23 59 in your calendar even thou
9. E mail Yj d 5k Close Send log If you are using the DME client for Windows Mobile or Java you can tap Send log to insert the log text into a new mail which you can then send to your Helpdesk Please note that the DME administrator can request the client log using a feature in the DME Server 57 DME Client User Guide 2007 Excitor A S If you are the DME administrator you can contact your DME partner You can also check the DME Support http support dmesync com Web site for more information If you find errors or omissions in this documentation please contact Documentation feedback mailto documentation dmesync com Subject Documentation feedback 58 List of procedures List of procedures VVVVVVVVVV VV VV VV VV VV VV VV VV VV VV VV VV WV Installation link received by SMS message oooocccccccccnnnonocnccnnnnnnnnnnnos 19 Installation link received by WAP message cccccccccccnnonocccccnnncnnnnnnos 19 Connain he download asi od 20 stas DME ire 20 Updating the DME client if marked for installation 21 Starting the DME c Hent eeaeee 24 Switching to DME if the client is already TUNNINS ooooocccnnncnncco 25 Logging in to DME for the first time ccccseseeeeeeeeeeeeeeeeeeees 27 Marking one or more selected e mails as read or unread 29 SONE MONS as 29 Deleting one or more selected items ii 30 Deleting the currently open e mail oooonc
10. and Drafts folders Open the DME menu and select Attachments in forwarded e mails select Attachments Open A list of the attachments to the e mail is displayed Select the attachment Select Yes to download and open the attachment Select Yes to allow the attachment to be decrypted to disk The attachment file is stored in a temporary folder on the device disk which is outside the secure DME area It is deleted from the temporary folder again when you log out of DME If DME cannot delete the attachment immediately when you log out for instance if it is still open in the application it will keep trying at regular intervals To save transmission time and space on the device attachments are not stored on the device unless you specifically choose to download them In the attachment list the l icon shows if the attachment is only located on the mail system server 31 DME Client User Guide 2007 Excitor A S 32 The device can support several types of attachments depending on the programs installed By default the device will recognize several types of image files such as bmp and jpeg sound files such as wav and text files Often the device will also be able to open Microsoft Office and Adobe PDF files Please refer to the user manual of the device for further information If the file is not supported by the device an error message will be displayed Note that the DME administrator may have disallowed the download
11. by the collaboration system The resources are listed in the drop down list See below Before selecting rooms or resources you must download the available rooms and resources from the collaboration system to your device Downloading rooms and resources In the Rooms or Resources field open the DME menu and select Get resources or click the joystick and select Yes to download resources from the collaboration server Selecting rooms 1 Move the cursor to the Rooms field 2 Open the drop down list by selecting the button or clicking 3 Scroll up and down and mark the rooms you want to add 4 Select Done OK Selecting resources 1 Move the cursor to the Resources field Open the drop down list by selecting the Y button or clicking 2 3 Scroll up and down and mark the resources you want to add 4 Select Done OK Checking free time When participants rooms and resources have been added you can check 1f they are available within the specified time frame This can be done from any of the tabs gt Checking free time 1 Open the DME menu and select Check free time After DME has checked on the server you will see a message indicating whether all participants and resources are available or unavailable within the selected time frame 2 Select Yes to show alternative time frames or Select No to keep the current time frame S60 devices Contacts If you select Yes to show alternatives you will see a list of time fra
12. complete Domino only 2 Or the to do is overdue and not marked as complete regardless of the values in the starting date and due date fields 3 Regardless of the above a to do is included if either the starting date or the due date is within the time span set in To do settings see To do settings on page 51 Examples The time span is set to 10 days in To do settings and today is April 15th 45 DME Client User Guide 2007 Excitor A S Settings 1 A to do on the collaboration system was created on March 23rd with a due date on April 17th This to do is synchronized to the device because the due date 1s within the 10 day time span from the To do settings Another to do was created on March 3rd with a due date of March 16th It has not been marked as completed This to do is synchronized to the device When it is marked as completed it will no longer appear on the device When a new device is created in DME a set of default settings for the device is sent to the client the first time the device connects with the server or when a new user takes over an existing device These settings should represent your company s security policy Note that the DME administrator may have blocked your access to changing any or all of the settings described in the following sections Furthermore when a permitted range is mentioned in the following sections the range may in fact have been reduced by the DME administrator General s
13. in Settings The illustration below shows the main DME interface 1 15pm 3 No unsent mails nbox 1 in Outbox 2 cy Red icons Chris Barber Exc OET No of e mails ape Total d ee Invitation New home page 14 et E mail marked bg Pierre S guy Ex 06 126 e g for deletion Fw Feedback from POC Folder name Selected e mail E mail with E Olav Toft Excitor 06 12 07 attachment and What do you think of these optional Date received high priority f A Bob Rankin Exci 06 12 07 Invitation Budget review 11 D E Bob Rankin Exci 06 12 07 Should I invite BD as well Lock the client DME menu log out of DME Meeting invitation Use the joystick to navigate through the user interface Ma 28 The first screen you see after logging in is the Inbox which displays the e mails and meeting invitations that have been synchronized or pushed to the client Move the joystick left and right to toggle between the different mailbox folders Inbox Outbox Drafts Sent Move the joystick up and down to scroll through any items in each folder You can also access the folders by selecting Options Tools View and the folder you want to see Through the View option you can also access the calendar and your contacts Above the e mail list you can see the total number of e mails in the current folder In the Inbox the number of unread e mails is shown in red and in parentheses The e mail icon o
14. it cannot be installed on a memory card Installing DME Select Yes to install DME Select Continue to install the DME software Select Continue to install the DME Secure e mail software Select OK to accept the license agreement Wait for the installation to complete oO 0O A W N Select Yes to save the server path 7 Select access point see Internet access on page 19 Note that the installation process may vary slightly from platform to platform When the installation is complete the DME client is launched this is optional on Windows Mobile and is ready to use See the section Sync vs import on page 10 for information about getting your e mails and PIM information to the device after installing the client To uninstall the DME client see Removing the client on page 52 Installing the client Installation Updating the DME client New software versions can be pushed to the device from the DME server This is done in the same way as a new installation See Installation files on page 19 for more information Software updates can also be installed by using the Mark for installation functionality from the DME server When the DME administrator uses Mark for installation the updated DME software is automatically downloaded to the device after a normal synchronization abc 0 Username QAUSER1 Password ST kK KK DME New DME version is available Do you wish to run update now gt Updating
15. now add text to the e mail and send it If the e mail you are replying to was signed encrypted or marked with high priority DME will copy these settings to the new e mail 35 DME Client User Guide 2007 Excitor A S Forwarding e mails You can forward an e mail with all content including attachments gt Forwarding an e mail 1 Open the e mail 2 Open the DME menu and select Forward 3 Ifthe e mail contains attachments Press Yes to include attachments or Press No to send the e mail without attachments 1 Enter recipients 2 Select Send to send the e mail You can include attachments when you forward e mails even if they have not been downloaded to the device When the e mail is sent the attachments will automatically be added from the mail system if you have chosen to include the attachments For information about how to enter recipients see Address book integration Viewing e mail details You can see a summary of information about the e mail you are reading gt Viewing e mail details 1 Open an e mail 2 Open the menu and select E mail details An information box shows information about the current e mail The information consists of a list of recipients of the e mail individual recipients or a mail group and the date and time the e mail was sent Search Using the DME client you can search for contacts in the global address book on the collaboration system search e mails in your mailbox on the collaboration
16. search screen but retain the selections you already made Previous page If more results were returned than the specified number of results per page and you are not looking at the first page you can go to the previous pageful of results Alternatively move the navigation key to the left Next page If more results were returned than the specified number of results per page you can go to the next pageful of results Alternatively move the navigation key to the right Actions This submenu lets you delete all the found e mails the selected e mail s or remove all attachments from the found e mails Press Close to close the search and return to the e mail folder from which you opened the search window 41 DME Client User Guide 2007 Excitor A S Calendar Receiving 42 DME uses the calendar application which is native to your device You can create and edit appointments in the calendar application When you synchronize calendar items they will be entered into your collaboration system see Glossary on page 61 However whenever you want to invite other people to your meetings and appointments you use the DME client Also meeting invitations from other people are received in the DME Inbox meeting invitations When meetings are booked on the collaboration system all attendees receive a meeting invitation by e mail containing information about the meeting In the DME client a meeting invitation is recog
17. system for e mail and calendar functions DME supports Microsoft Exchange and Lotus Domino The integration between the collaboration system and the DME client is configured in the DME Server application which acts as a gateway between the collaboration system and the client G Global Address Book The Global Address Book is the address book on the collaboration system It is based on the LDAP directory and is shared among all the users of the system R RSA SecurlD RSA The Security Dicision of EME RSA is an algorithm for public key cryptography The algorithm is suitable for signing as well as encryption RSA 1s widely used in electronic commerce protocols and is believed to be secure given sufficiently long keys and the use of up to date implementations A Flash demo about using RSA SecurID Tokens exists at RSA s web site Using RSA see Using RSA Flash http www rsa com node aspx id 1159 Glossary of terms
18. the highlighted contact are copied to a new entry in your local contacts You can edit the details and press Done to save the contact as a local contact E mails on server The DME client only synchronizes e mails found in the main Inbox on your collaboration system and only from the last number of days specified in E mail settings on page 48 Sometimes you may need to find an e mail which is not stored in the main inbox in your collaboration system mailbox or which is too old to be synchronized to your DME client 37 DME Client User Guide 2007 Excitor A S 38 Using this function you can search for any e mail stored in any folder of your mailbox on the collaboration system gt Searching for e mails on the server 1 Open the DME menu and select Search E mails on server 2 Complete the search fields in the form l Ze Search text In this field enter the text to search for 2 Field Select the e mail fields in which to search for the specified text Click the joystick to choose between the following options Any field All text fields are searched for the specified text string Subject Only the Subject field is searched Subject Body Both the Subject and the Body fields are searched hi Person In this field enter all or part of the name of the sender of the e mail you are looking for or recipient in case you are searching your Sent folder TF Folder Choose the folder in which the e mails to be sear
19. with the date on which the e mail was sent or received Calendar settings In the calendar settings you specify the synchronization and other aspects of calendar items in the DME client on your device 50 Calendar sync If you select Enabled calendar synchronization is enabled This setting affects push notification calendar pull manual synchronization and scheduled sync If you select Disabled calendar items are never synchronized Days back When items are synchronized items from the last number of days selected here will be synchronized and available in the Calendar Permitted range 0 99 days Days forward When items are synchronized items up until the number of days selected here will be synchronized and available in the Calendar Permitted range 0 999 days Calendar pull If you select Enable client initiated pull synchronization of calendar items is enabled This corresponds to the Scheduled sync but is independent of the synchronization schedule set up on the DME server Select Disable to disable the client initiated sync of calendar items Pull interval If Calendar pull is enabled the client will initiate a sync every number of minutes selected here Permitted range 10 120 minutes Start time In this field you can specify the time of day after which client initiated pull should start if this is enabled Use the local time format for instance hh mm ss or hh mm ss am pm Example 08 00 or 08 00 am
20. your e mail data All e mails will be erased when the new user logs in However your calendar and to do items and contacts are preserved on the device until the new user performs an import from the collaboration system U Username elh All data from previous user will be lost Continue Yes No The new user is taken through the same verification process as described in Logging in on page 25 Changing SIM cards If you change the SIM card in your device the DME client will ask for the new phone number the first time you log in to the DME client It is important that the phone number is correct as many features depend on the DME server s ability to send SMS messages to the device 17 DME Client User Guide 2007 Excitor A S 18 ric y Secure E mail e DME Phone number OK E 1 Enter the phone number 2 Select OK The device phone number can be changed in General Settings on page 46 Note that if the setting Flush on new SIM is enabled in Security settings on page 47 all DME data will be wiped from the device when you change the SIM card This feature is not supported by the gt DME client for Java as SIM card _ changes cannot be detected on Java devices Installing the client Internet access Installing the client In order to install and run the DME Client the following needs to be in place first Internet access In order for you to use the DME client yo
21. 1i E62 Nokia N95 Samsung SGH i520 DME Client User Guide 2007 Excitor A S For more information see the DME Support http support dmesync com Website The model used throughout this manual for illustration purposes is the 50 running Symbian 9 As of DME client version 1 9 2 DME for S60 only supports Symbian 9 devices For information about which clients still support Symbian 7 and 8 on S60 devices please contact your DME partner Using the client Locating and starting the client 24 The DME client will usually be set up to launch automatically when you start the device DME contains a number of security features that depend on the client being started Furthermore the client contains a feature that makes it impossible to shut down the client without also shutting down the device For more information see Data security on page 15 Starting the DME client 1 Open the Installations folder Installat in the menu 2 Open DME Installations 1apS60 AAA DME Note that on some S60 devices DME is installed in the Applications folder S60 devices Using the client gt Switching to DME if the client is already running 1 Press and hold the menu key 2 Select the DME application using the joystick folders Messag eae Standby i Logging in When the DME client is launched the following login window is shown 5 ome 9 20am ab oF Username Password You must log in with the s
22. Carbon Copy BCC Subject and Body If you need to type multiple recipients in a field you can separate the recipients using a comma Lotus Notes style or a semicolon Outlook style Tip On devices without a full keyboard you can insert a new line in the e mail body by clicking the joystick or moving the joystick to the right depending on device model 33 DME Client User Guide 2007 Excitor A S 34 Address book integration If the cursor is placed in the Send to i CC or BCC field you can search for contacts by clicking the joystick You can now choose to search for recipients in the Local contacts or the Global Address Book Local contacts Global Address Book Vk Local contacts are contacts stored on your device This usually corresponds to your Personal Address Book on the collaboration system Scroll and click to select the contact s you wish to send the e mail to and select Done from the DME menu Apart from Done the DME menu in your Local contacts contains the following options Select Unselect Details and Refresh contacts Select Unselect corresponds to clicking the joystick Details opens a small window with more information about the current contact including any alternative e mail addresses and phone numbers Refresh contacts reloads your contacts and is normally used when changes have been made to your contacts information The reason that the DME client does not update the contac
23. On some devices you have to select Options to access the menu on some you select More To choose an item or a menu option whether by clicking tapping or choosing in a menu Some features or interface elements only apply to some platforms The following icons are used to signify platforms Icon Explanation Applies to the DME Client for the Java platform Applies to the DME Client for the Symbian platform Introduction to Excitor and DME Terminology Li Applies to the DME Client for the Symbian UIQ platform i Applies to the DME Client for the Windows Mobile platform Some features that are common to all platforms such as logging in to DME are illustrated with screenshots depicting a variety of platforms The icons above are used for indicating the depicted platform In some cases there are more than one route to selecting an option For instance on UIQ devices you can create an e mail either by selecting More Create E mail or by tapping New in the touch options bar leaving the focus on E mail and tapping OK The manual will usually only mention the regular menu route DME Client User Guide 2007 Excitor A S DME client concepts Synchronization overview The basic idea of the DME client is to keep the e mail calendar system and possibly files of your mobile device up to date with the corresponding items on the corporate network To do this the DME client must be synchronized with the collaboration
24. ame user name and password that you would use for the collaboration system see Glossary on page 61 on your desktop PC Contact your IT department if you have problems with your user name or password If the DME client was already running and you are logging in again after logging out either manually or automatically after a period of inactivity the screen shows the time of the last synchronization with the collaboration system and the number of new unread e mails 25 DME Client User Guide 2007 Excitor A S 26 The client remembers the user name from your last login unless the DME administrator has disabled this feature for security reasons FY 9 34am ab oF Username Password Last connected 9 29am New e mails 0 If you have changed SIM cards since the last time you logged in DME will prompt you for your phone number Fe Some 2 17pm lab o3 Username Password Phone number Enter your phone number and press Yes to continue It is recommended that you always include your international country code for instance 45 for Denmark You can change the phone number later in the General Settings on page 46 First time login If you are logging in to the client for the first time the login process is different Depending on your platform DME will ask a number of questions 3 04pm ABC Username Password S60 devices Using the client gt Logging in to DME for the first time 1
25. are downloaded to your device if updated on the server since your last sync or uploaded to the server if you updated the files on the client since your last sync For more information consult your DME administrator When the DME client is performing a synchronization status messages about the current sync process are shown in the interface While the synchronization is in process you can cancel it by selecting Synchronize Cancel sync from the DME menu DME Client User Guide 2007 Excitor A S e 7 Sync e mail d Inbox 37 gt E Carsten Eickharc 20 11 07 Re Java Clients Create E mail Actions Calendar Search Contacts Tools To do About DME Files Sync vs import There are two different ways of getting data from the collaboration system into the DME client An import deletes any existing data on the device before bringing in data from the collaboration system A synchronization checks for differences between the data on the device and data on the collaboration system and then aligns the data for example by retrieving new e mails from the server sending e mails from the device adjusting the time for a scheduled meeting bringing a contact on the server up to date with a contact which you have just modified on the device as described above see Synchronization overview on page 8 E mail After installing DME your mailbox will initially be empty To retrieve e mails from your mailbox on the collabo
26. but this can be changed by the DME administrator 3 From the search results you can select contacts the same way as with your local contacts Selected contacts are marked with a Bf 4 If you opened the global address book search from an e mail or meeting invitation select Done from the DME menu to insert the selected contacts into the field from which you chose to search for contacts Or If you opened the global address book search from the Search menu select Create E mail or Create Meeting from the DME menu to insert the selected contacts as recipients in a new e mail or meeting invitation respectively Note that this applies to the S60 client only Apart from the Done or Create options the DME menu contains the following options New search Return to the search screen with every option in the search screen reset to default values Note that this does not apply to the Windows Mobile client Select Unselect Select or unselect the currently highlighted contact Details View more details about the selected contact The type of details that can be seen depends on choices made by the administrator of the collaboration system Select OK to close the details window Call Any phone numbers associated with the highlighted contact are listed Select one and press OK to place a voice call with the contact or Cancel to exit the menu Note that this does not apply to the Java client Add to contacts The details of
27. ched are located Click the joystick to choose between the mail folders defined in the mailbox on the collaboration system Select a folder and choose Done For information about folders and folder selection please see Selecting folders on page 39 below Time frame If you select this check box DME displays two fields in which you can enter a range of dates This limits the search to e mails received within the selected time frame The time frame is by default today s date Results page In this field you can specify the number of results you wish to display per page If your search generates a large number of results it can take a considerable time to download all the results Therefore you can define how many results you want to see at a time and then browse to the next page of results 3 Select Search Note that a search can only be executed if one or more of the fields Search text Person Folder or Time frame has been completed If not completed an error message says Search fields cannot be blank when you select Search The search results are displayed Note that the client shows the results in the order in which they are presented by the collaboration system If your collaboration system 1s based on Lotus Domino the search results are returned in order of relevance If your collaboration system 1s based on Microsoft Exchange the search results are returned in chronological order that is by date The server sets a lim
28. cluded in the message 3 Use your messaging application s command to open the link in a browser gt Installation link received by WAP message 1 Open the service message with the text New software from DME 2 Use your messaging application s command to open the link in a browser When the installation is complete the SMS or WAP message is automatically deleted from your messaging Inbox 19 DME Client User Guide 2007 Excitor A S SMS or WAP message is not amp Please note that on Java devices the 3 automatically deleted Installation 20 gt Continuing the download 1 Select Yes to allow the connection to the DME server 2 You will now receive a certificate from the server Select Continue to continue the download Note that this step only occurs 1f it is the first time DME is ever installed on this device 3 Details of the DME client including file size are shown Select OK to continue The DME client installation file is now downloaded When the file is downloaded you can proceed with the installation The DME client is installed in two steps first the DME program which is a background application and then the DME client which is the user interface described in this guide izi On Windows Mobile the file is downloaded to your My Documents folder To start the installation you must execute the file by clicking the file The software will always be installed on the internal device memory
29. ct Yes if you are sure you entered your password correctly If the login process is successful that is DME can establish a connection to the DME server and log in using your user name and password you are prompted whether you want to import your e mail at this point This is often a good idea after your first login See Initial sync wizard on page 11 for more information You are now ready to use the DME client 21 DME Client User Guide 2007 Excitor A S RSA SecurlD DME has optional support for third party user authentication with RSA SecurID see Glossary on page 61 tokens For further information contact your IT department IT partner reseller or visit our Web site DME http www dmesync com The client interface DME seeks to use the navigation features and the look and feel that is native to the device on which it runs For this reason the DME client may look different on different platforms and devices but the basic structure of the client is always the same The DME client consists of an e mail client which is also the DME control center From here you can access all options in the DME client DME uses the calendar and to do applications that are native to the current device If you wish to secure the DME client select Lock The DME client is now locked showing the Login screen You need to enter your password to unlock the DME client again The DME client is also locked after a period of inactivity as specified
30. d than the specified number of results per page and you are not looking at the first page you can go to the previous pageful of results Alternatively move the joystick to the left or click the left navigation key Next page If more results were returned than the specified number of results per page you can go to the next pageful of results Alternatively move the joystick to the right or click the right navigation key Press Close to close the search and return to the e mail folder from which you opened the search window Please note that for best performance your mailbox should be indexed For more information about indexing your mailbox see the documentation for Lotus Notes or Microsoft Outlook Selecting folders When you select the folder list button you can see a list of the e mail folders in your collaboration system mailbox The first time you display this list you can only choose among All folders Inbox Drafts and Sent However you can display the actual mail folders in your mailbox on the collaboration system by opening the DME menu and selecting Update folders Folders 3 All folders Inbox Drafts Sent Update folders 39 DME Client User Guide 2007 Excitor A S 40 The DME client communicates with the server and downloads a list of the mail folders you have defined in your mailbox on the collaboration system Notice the following in this screen the numbers refer to the numbers in
31. ear key 3 Press Yes to confirm deletion Note that if you delete a large number of items more than 20 e mails meeting invitations or more than 10 contacts at a time the next time the device synchronizes a message will ask you if you really want to delete the items on the server This is to prevent the accidental deletion of many items gt Deleting the currently open e mail 1 Open the DME menu in the e mail you are reading and select Delete or Press the Clear key 2 Press Yes to confirm deletion Reading e mails 30 To open an e mail select the e mail in a folder and click the joystick Scroll through the e mail by moving the joystick up or down By pressing the key you toggle between line or page scroll In page scroll mode the symbol His displayed in the top bar and the cursor acts according to the table below J oystick Normal scroll mode Page scroll mode Scrolling up down One line at a time One screen at a time Scrolling left right One character at a time One word at a time Links When scrolling through e mails the DME client will search for different links such as e mail addresses phone numbers and web links Whenever a link 1s found it is highlighted You can activate options for the link by clicking the joystick on the link For e mail addresses and phone numbers you can select Call or Add to contacts S60 devices Mail If the highlighted field is a phone number the Call option will dial the numb
32. ed in to the DME chent If you exit DME and attempt to open the messaging application the following message is shown Locked by DME O You must log in to DME to unlock this application If you select Disabled the messaging applications are never locked Lock Calendar If you select Enabled you can only access the calendar on the device when you are logged in to the DME client See Lock Messaging above If you select Disabled the calendar 1s never locked 4 DME Client User Guide 2007 Excitor A S Lock Contacts If you select Enabled you can only access the Contacts application on the device when you are logged in to the DME client See Lock Messaging above If you select Disabled the Contacts application is never locked Lock device If you select Enabled the device is completely locked when you log out of the DME client You are only able to receive voice calls make emergency calls receive but not view text messages and respond to calendar alarm messages For maximum security enable the setting Launch on startup in the General Settings on page 46 This way this level of security is maintained even if the device 1s rebooted Furthermore the DME client will automatically restart if it should crash If you select Disabled the device is not locked when you log out of the DME client S MIME password If you have uploaded your personal certificate to the DME server using myDME you must enter the pas
33. eived by DME Send immediately If you select Yes e mails created on the device are sent immediately when you press Send If you select No e mails are stored in the Outbox folder when you press Send and are not sent until the next scheduled or manual synchronization Delete only locally If you select Yes e mails deleted from the DME client will only be deleted on the device and not on the collaboration system This is the default If you select No e mails deleted on the client will be removed from both the DME client and the mail system at the next scheduled or manual synchronization Signature Any text you enter in this field will be appended to all new e mails sent from the DME client You typically use it for adding a signature Note that the DME administrator can add another text to be appended to e mails called an E mail disclaimer DME will add the signature from this field first and then the e mail disclaimer will be added by the DME server Note that if you do not want a signature on your S60 device you need to type a dash in this field in order to be able to press OK This is because S60 devices do not permit blank fields DME will ignore the dash Font size In this field you can choose the font size used in the DME client Choose between Small Normal default and Large E mail pull If you select Enabled client initiated pull synchronization of e mail is enabled This corresponds to the Scheduled sync b
34. er If the field is an e mail address the Call option will look up contacts with the e mail address in question and present the phone number s of the found contact allowing you to make a call to the contact Press OK to call the selected phone number The Add to contacts option will copy the highlighted text to the clipboard and open your Local contacts By pressing Options in your Local contacts book you can choose among the following options Edit contact New contact or Refresh contacts Edit contact will open the selected highlighted contact Now you can scroll down the list of information When the field fits the text in the clipboard an Add here command will appear as an option In this way you can add an e mail address to a contact New contact functions in the same way as Edit contact with the exception that a new contact is created first Refresh contacts reloads your contacts and is normally used when changes have been made to your contacts information The reason that the DME client does not update the contacts automatically is that this can be a time consuming procedure When a web address 1s selected you can open the link in a browser by clicking the joystick and selecting Yes Attachments When you receive an e mail with an attachment you will see an attachment icon ii in the Inbox Opening an attachment 1 Open the e mail note that the following also applies to forwarded e mails in the Outbox Sent
35. eted on the collaboration system if a certain setting is enabled 3 Have any items been edited If you for instance edit a spreadsheet on the mobile device the sync process will update the spreadsheet on the DME server if file sync is enabled In the same way if you edit a contact on the mobile device or on the collaboration system the change will be synchronized In some cases a conflict may arise For instance if a meeting has been moved to another time on both the collaboration system and the mobile device DME will resolve the conflict by moving the meeting to the time indicated in the DME client and a message will be sent with information about this fact DME client concepts Synchronization overview Synchronization methods The DME client can be synchronized in four ways 1 Server initiated sync Push Whenever someone sends you an e mail a meeting invitation or similar it is received by the collaboration system The DME server will check for such updates in the collaboration system at regular intervals and send an SMS a text message to the mobile device on which your DME client is installed The SMS is picked up read and deleted by the DME client and a sync is initiated to make the device reflect the change in the collaboration system The DME client will optionally notify you with a sound whenever a new e mail has arrived in this way Push sync is enabled and scheduled by the DME administrator Scheduled sync
36. ettings In the general settings you specify the overall setup of DME on your device 46 Server path This is the path to the DME server The value is set automatically when installing the DME client The server path should rarely be changed and only if your DME Administrator tells you to Phone number The phone number of the device The DME server needs to know your phone number for sending SMS messages and pushing downloads etc to the device Launch on startup Select Yes Enabled to make the DME client launch every time you start your device This is default and highly recommended for security purposes Select No Disabled if you want to start the DME client manually GPRS timeout Select After 1 min to force the DME client to shut down the GPRS connection after one minute of inactivity This is the default value and is recommended to save connection costs If you select Always on the GPRS connection is never shut down Fast import If you select Enabled all entries in an import for example all contacts must be written before saving to disk This results in a faster import from the collaboration system but should not be used if there is a risk of a bad connection as duplicate entries may be created 1f something goes wrong during the import Select Disabled if you are in an area with a potentially bad GPRS connection S60 devices Settings 1 access point In this field you can specify the primary access point used t
37. f unread e mails is also red Ed The number of unsent e mails in the Outbox will be shown to the right in all the other mailbox folders after the Outbox symbol t S60 devices Mail Folder actions In each folder you can perform a number of actions on one or more items Selecting multiple items Some functions can be performed on a single item or several marked items for instance deletion or marking as read To select several items in a folder or list press the Edit key ee on the device If you keep the Edit key pressed while you move the joystick up and down the items in the list will be selected or unselected as you scroll You can also select unselect the items individually by pressing the Edit key DME marks selected items with a green check mark Marking read unread When you read an e mail in the DME client the e mail will be marked as read that is the e mail icon is grey El and not red 1 Furthermore the e mail will be marked as read in the collaboration system the next time you synchronize You can mark an e mail as unread after reading it for instance in order to remember reading 1t when you get back to the office or you can mark unread e mails as read The actions described below can apply to a number of selected items See Selecting multiple items on page 29 for information about how to select multiple items gt Marking one or more selected e mails as read or unread 1 Open the DME menu and select Acti
38. g One challenge in calendaring is the fact that sometimes we operate with multiple time zones As an example take a user based in London we will call him John He books a meeting with a colleague based in Paris this is Pierre The meeting is booked at 10 00 London time that is 11 00 Paris time The challenge of time zones The DME server is a gateway between the collaboration system and the mobile device With respect to time zones Lotus Domino and Microsoft Exchange behave differently and the mobile devices do not all work in the same way DME has to balance the differences between the systems and provide the most transparent user experience as possible 12 DME client concepts Working across time zones This section is a description of best practice how to work with your calendar to make the time zones issue as smooth as possible Back end system When you book meetings in your collaboration system Lotus Notes or MS Outlook always book in local time meaning that when the meeting is booked it will occupy the true time slot in your calendar adjusted for time zones When John books a meeting with Pierre he should book it in London time even if the meeting is physically in Paris John knows that the meeting should be at 11 00 Paris time so he books it for 10 00 local time and invites Pierre to the meeting The collaboration system will figure it out and Pierre will see the meeting as booked at 11 00 local time wh
39. gh technically it actually spans from 04 00 to 20 00 Even if you change time zones the event will have a full day duration However if you change the time zone westward the date of the event will shift to the previous day DME solves this issue on the mobile device by making sure that an all day event is always shown from 00 00 to 23 59 on the correct date for instance your birthday won t suddenly slip from say November 13 to November 12 just because you travel westward and it won t suddenly be on two consecutive days However this does not yet work on Java devices DME cannot manipulate all day events on Java devices Java devices function like Exchange time of event floating with time zone Therefore you may experience the problem of all day events changing dates when you adjust the time zone on your Java device Data security DME is a Secure E mail client that 1s an encrypted client that keeps all e mails securely stored on the device even if the SIM card is changed or the battery runs out after you have logged in All data remains encrypted at all times using strong AES 128 bit encryption and is only decrypted to memory when it 1s displayed on screen It is not possible to export any data from the device to be read elsewhere All DME related data on the device e mails calendar items to dos contacts and synchronized files is deleted in the following events Ifthe SIM card is changed optional If
40. hange a message will be shown Do you wish to include subfolders in your search If you answer Yes e mails in the subfolders of the selected folder will be searched as well E mails on phone From any mail folder you can search for a text string contained in an e mail in the DME client gt Searching for a text string 1 Open the menu and select Search E mails on phone 2 Complete the search fields in the form 1 Search text In this field enter the text to search for This field cannot be blank 2 L Field Select the e mail fields in which to search for the specified text Click the joystick to choose between the following options Any field All text fields are searched for the specified text string Sender recipient Only Sender and recipient fields are searched Subject Only the Subject field is searched Subject Body Both the Subject and the Body fields are searched 3 Y Folder Choose the folder in which the e mails to be searched are located Click the navigation key to choose between the local mail folders Inbox Outbox Drafts and Sent 3 Select Search The search results are displayed If no results are found DME shows a message that no matches are found and you are returned to the search screen after confirming the message The menu has the following options New search Return to the search screen with every option in the search screen reset to default values Refine search Return to the
41. ic guide to the DME client for S60 UIQ Windows Mobile or Java 3 A description of how you can get more help a list of procedures and a glossary In this chapter Copyright formation cccccccnnnnnccnnnnnnnonononinnnocnnnnnnnonanonos 3 Company INfOrMati0N oooooonnnnnncnnnnnnnonononnnnnnnnnnannnnnnnnnnnoss 4 ADOQUINES 4 Typographical CONVENtIODS ooocccccncccnnnononnnnnnnnnnnnnnannnonss 5 PERNO A hie oa katnacratednetane canes acer 6 Copyright information Copyright 2007 08 Excitor A S All rights reserved Due to continued product development this information may change without notice The information and intellectual property contained herein is confidential between Excitor A S and the client and remains the exclusive property of Excitor A S If you find any problems in the documentation please report them to us through our customer support services Excitor A S does not warrant that this document is error free Furthermore Excitor A S does not warrant that the illustrations and screenshots used in this document reflect your version or the latest version of the program described For the latest version of this product documentation go to the DME Website DME http www dmesync com No part of this publication may be reproduced stored in a retrieval system or transmitted in any form or by any means electronic mechanical photocopying recording or otherwise without the prior written permission of Excitor A S
42. ich is correct To do this most easily follow these steps Lotus Notes v 7 1 When you book a meeting in a different time zone mark the field Specify a different time zone in the meeting booking form 2 John can now choose GMT 1 Paris in the Time zone for start time field and book the meeting for 11 00 in Paris 3 John s calendar will show the meeting as taking place at 10 00 local time When John syncs his calendar in DME the meeting will be displayed for 10 00 Microsoft Outlook 1 When you book a meeting in a different time zone you can add and display a second time zone a On the Tools menu click Options b Click Calendar Options c Click Time Zone d Select the Show an additional time zone check box e In the Label box type a description f In the Time zone box list the time zone you want to add g If you want your computer clock to automatically adjust for daylight saving time changes select the Adjust for daylight saving time check box 2 When you add a second time zone the current time in the primary time zone will be highlighted with gradient colours to make it easier to see see the image below Dublin Seattle 300 12 go Meet e LIE 1 ob coo 700 13 DME Client User Guide 2007 Excitor A S 3 If two time zones are shown the meeting organizer s time zone is the reference point If you organize a meeting and display free busy times for invitees from other time zones their bu
43. ific features such as contact photos speed dial keys custom ring tones etc From now on you will only use the sync feature or the scheduled sync from the device which will not interfere with any of the custom features Initial sync wizard DME will help you remember to import your e mail and PIM information before entering the regular sync cycle The first time you log in to the DME client after installing it you will be asked if you want to import your e mail from the server 11 DME Client User Guide 2007 Excitor A S Login Do you wish to D import e mails from the server now When you accept to do this recommended your e mails from the collaboration system are imported to the device according to the E mail settings on page 48 specified for the device The first time you choose to synchronize your calendar contacts or to dos you are prompted to either replace existing calendar items to dos or contacts from the server import or to keep the information on the device sync i DME Secure E mail a Til se DME Initial sync Replace from server from server Keep phone contacts OK Fa Cancel As discussed in the previous sections it is recommended to replace the existing items from the server import the first time the device communicates with the server Working across time zones With DME you can always keep your office in your pocket including scheduling and calendarin
44. ime Ease of use comes in many flavors Simple support and administration Push software and upgrades via SMS or WAP to the users permit them to serve themselves or automatically upgrade software when the users log on For support purposes retrieval of device configurations and connection set up makes it possible for you to help users who cannot connect and a log of user actions assists you in identifying the problems and solving them Notification of changes to server status can be sent to the DME administrators to ensure they are alerted to problems quickly Cost containment Control of ongoing mobile cost Data and voice logs allow you to monitor activity levels real time and identify expensive behavior which can be reduced Heavily used operators can be determined and connection preferences can be set as default Build advanced reports to get a clear view of your organization s mobile traffic Freedom of choice Versatility Works on any available network WLAN W1 Fi GSM GPRS 3G UMTS EDGE and on most devices from leading manufacturers Works on Lotus Domino and or Microsoft Exchange collaboration systems Typographical conventions Before you start using this guide it is important to understand the terms and typographical conventions used in the documentation For more information on specialized terms used in the documentation see the Glossary at the end of this document The following kinds of formatting i
45. ion 4 Select Done to return to the e mail Please note the following about signed and encrypted e mail When you send a signed e mail and the DME server cannot find your private key on the server an e mail with the a notification of the error The DME Server could not send the signed S MIME e mail is sent to you by the DME server The e mail will be sent to the recipient however it will not be signed When you send an encrypted e mail the DME server needs to know the public key of each of the recipients of the e mail If the public key of one of the recipients 1s unknown to the server an e mail with the a notification of the error Cannot find certificate for recipient xx is sent to you by the DME server The e mail will not be sent to any of the recipients Using signed and encrypted e mail requires special setup Please contact your DME administrator Replying to e mails When replying to an e mail you have the possibility to reply to sender with or without history that 1s the original e mail is appended to the bottom of the e mail and reply to all with or without history gt Replying to an e mail 1 Open the e mail 2 Open the menu and select Reply or Reply to All 3 Select With history or Without history 4 If the e mail contained attachments you will be asked 1f you want to include the attachments in your reply A new e mail is created for the original sender and possibly all original recipients You can
46. it to the number of search results By default the limit is 100 results The results are divided into a number of pages depending on the number of results per page you have selected If more results are returned than the specified number of results per page DME shows the first page To see the next page move the joystick to the right or click the right navigation key or choose Next page in the menu You are then prompted if you want to download the next pageful of results Note that the results are cached on the device for as long as you are performing the search This means that browsing between result pages 1s instantaneous once the results have been downloaded S60 devices Search If no results are found DME shows a message that no matches are found and you are returned to the search screen after confirming the message DME initially only retrieves the header information from the e mails that is sender date and subject If you click to open an e mail DME asks you if you wish to retrieve the rest of the e mail If you select Yes the e mail in question is downloaded from the collaboration system and stored on the device On the search results page the DME menu has the following options New search Return to the search screen with every option in the search screen reset to default values Refine search Return to the search screen but retain the selections you already made Previous page If more results were returne
47. maccostes 29 Reddine a did 30 Creant and sendito esmas si di sa 33 RCP lyin to esmas erat ato sashas salamat dennsdenahersootecs satan eeacanne 35 TOR A E eae seaasasieeeaienn cannes 36 viewins e TAU detalle css 36 NS UE Eana a coat son seca seeredee ae erate a e hen badsegse oases eenecteee 36 Global Addres BOO A ea e a eE aei a e EEE 36 E E o aS a A E ANS SEEE EEN EEE EES ENEE EO EO E TS SEEE EE E E EE EE E 37 Contents o A o O A O Tren Mecrnnt rev nre rears tee ttre A E A class notre deena Geet A RECe1VING TCE NS INV ILALIONS dir BODAS MESAS td cdeanetoecoesanes COMAS SEU aia Generals dd iia SECS INE S eai E E Eana ksen Sicilia Calendar SC UT OS ua E E E ea EE OE O Contacts Set rial dalla EN O ETAR TOO SENS tai ela oi eo dona IES E NO ues xia lala E E A ea EA EOE Scheduled SVC s SEUNG aera T E E EE Removine mechem a E E EE E ten meine wauicuess EATA O T ers SYCON ia VACA 6 11s Ee o NI nT eu CTE Peet TET COAT ory em arn neem Ctra aro NT en MNS Orne a ney ree If you need further assistance List of procedures Glossary of terms 39 61 Chapter 1 Introduction to Excitor and DME CHAPTER 1 Introduction to Excitor and DME Welcome to the user guide for DME client version 1 10 This guide is divided into three parts 1 An introduction to DME about the company Excitor A S what the DME system does and about various aspects of DME that are shared between DME clients on all platforms 2 A platform specif
48. mes within which all participants and resources are available 3 Scroll up or down to select a new time frame 4 Select Done Select to use the selected time frame The meeting details are changed to reflect the update FE 12 32pm E Meeting details Available times Test meeting 02 01 2008 12 00 02 01 2008 12 30 Start 02 01 2008 16 00 02 01 2008 13 30 End 03 01 2008 09 00 03 01 2008 11 00 03 01 2008 12 00 Alarm 03 01 2008 16 00 All are available in O 04 01 2008 09 00 the time frame 9 04 01 2008 10 00 Show alternatives 04 01 2008 12 00 04 01 2008 13 00 Contacts The Contacts application is populated by DME and reflects your personal address book on the collaboration system See Sync vs import see Sync vs import on page 10 for information about special considerations in connection with initial synchronization or import of contacts from the collaboration system To dos A to do item is a special type of calendar item and is synchronized with your collaboration system by DME See Sync vs import see Sync vs import on page 10 for information about special considerations in connection with initial synchronization or import of to dos from the collaboration system For a to do to be sent from the collaboration system to the device at synchronization the following criteria must be fulfilled by the to do on the collaboration system 1 A due date has not been specified and it has not been marked as
49. n the text identify special information DME Client User Guide 2007 Excitor A S Formatting convention Bold Special Bold Emphasis Key Key O Type of Information Items you must select such as menu options command buttons or items in a list Words with special meaning for instance names of LDAP user groups Use to emphasize the importance of a point or for variable expressions such as parameters Key combinations for which the user must press and hold down one key and then press another for example Ctrl P or A1t F4 Caution performing the action described may lead to loss of data or involves other risk Terminology The DME client can be installed on a variety of devices and on several platforms The terminology used on these devices varies depending on platform on input technology for instance whether the device uses a pen a full keyboard a touch screen or function buttons In order to minimize the number of words used in this guide we attempt to use a common terminology wherever possible The following is a list of terms used in this guide and an explanation of the term Term DME DME Server Mail system DME menu Select Explanation Often used for the DME Client The DME Web Administration Interface The server based collaboration system that your company runs typically Lotus Domino Notes or Microsoft Exchange Outlook The DME menu is the main menu in the DME interface
50. nized by the clock e mail icon E in the Inbox Responding to a meeting invitation 1 Open the meeting invitation In the invitation you can see the subject and time of the meeting who organized the meeting and who have been invited attendees 2 Inthe DME menu you can now choose among the following options Accept Accept the meeting invitation The meeting is created in you calendar and a notification of your acceptance is sent to the meeting organizer chair Decline Decline the meeting invitation Notification of the cancellation is sent to the organizer chair and any other attendees E mail details Shows details about the message who are the recipients and when was it sent Show calendar Open your calendar application for instance to check your other schedule for the day of the meeting 3 When you Accept or Decline a meeting invitation you can add comments to the invitation The comments are sent to the organizer chair When you respond to a meeting invitation the e mail containing the invitation is removed from your Inbox and your calendar is possibly updated at the next calendar synchronization Changing meeting details If you attempt to change details in a meeting where you are not the organizer chair DME will reject the change For instance if you change the time of a meeting which you did not originally organize and then synchronize the DME Server will send you an e mail explaining that you co
51. nnnnncnnnnnnnnnnnnnnnnnnnononos 30 Openine an altachmenl ereet aasa 31 Sendin o amatac Men oe E EN 32 Removing a single attachment ooooccnnncccnonononnnnnnnnnnononnnncnnnnnnnnnos 33 Removing all attachments from the device ccccccccocoonnccnnnnnnnnnnnnno 33 Creating and sending an e mail ooonnnnnncccnnnnnninccncnnnnnononononnncnnnnnnnnos 33 Saving an e mail as a Craft co ooononnnnnncnnnnncnonononnnnnnnnnnononinoninnnnnnnnos 34 Selu message OPU ONS ii 35 Repiyine oare mailansa a RR 35 Forwarding ane Mailers a a A 36 Views emal detalis a a tuner sa wee 36 Finding contacts in the global address book occoooommmmo 37 Searching for e mails on the Serve ooooccccnccccononocnncnnnnnnonnnnnnnnnnnnnos 38 Searechine Or EKES INE ai a 4 Responding to a Meeting INVItatliOD occcccccnnnnonocnnnnnnnnnnnnnannnonnnnnnnonos 42 CTE AUIS anew IMC A RN 43 Enterins mesctine participas ai 43 Downloading rooms and resources cccccccccnnonccncnnnnnonononannnnnnnnnononnnnos 44 SELECTOS total 44 DCIECIING TES OULC CS ori iNciad 44 CME CKINS TES HIM O Sal 44 Uninstalling the DME client oooccccncnnnccnnnnnonononononnnncnnnnnnnnnnnnnnnonos 53 Show the current version of your DME client ooooooncccnnccnnnn 57 Show the DME client event log oooooncccncccnnnnncnncnnononononnnnnnnnnnos 57 59 Glossary of terms C Collaboration system The collaboration system is the corporate
52. o connect to the DME server It is recommended to enter the fastest and or cheapest access point as the primary access point such as WLAN and let it fall back to GPRS as a secondary access point 2 access point In this field you can specify the secondary fallback access point used to connect to the DME server if the primary access point fails or becomes unavailable 3 access point In this field you can specify the tertiary fallback access point used to connect to the DME server if the primary or secondary access points fail or become unavailable Time zone In this field you can specify the time zone you are currently in from a list of time zones Server time is default meaning same time zone as the server For more information about time zones and DME see Working across time zones on page PA Secunty settings In the security settings you specify the security aspects of DME on your device Logout timeout min The DME chent is locked automatically after the specified number of minutes of inactivity Permitted range 0 60 minutes Flush on new SIM If you select Enabled all data will be deleted from the DME client when the SIM card is changed For more information see Data security on page 15 The default value is Disabled which means that no data is deleted when you change SIM cards Lock Messaging If you select Enabled you can only access the messaging applications SMS MMS etc on the device when you are logg
53. o dos only synchronize files if enabled Synchronize all resources 54 S60 devices Menu tree Actions gt Mark e mails as read Mark e mails as unread Delete all attachments downloaded to the device Sort current folder by date name or subject ascending or descending Search Search for e mail address on the server search for e mails in your server mailbox Search for e mails stored locally 55 DME Client User Guide 2007 Excitor A S Tools Go to a certaln mailbox folder or application Sat A different aspects r of DME on your device Import wipe and load items to your device Change your password to match that on the server g show the clients event log About DME Display version information and DME splash screen 56 If you need further assistance If you need further assistance If you have read this guide and still have questions concerning the function and use of the DME client please contact your DME administrator usually the internal IT department Before contacting your DME administrator be sure to have information about your DME version etc ready Show the current version of your DME client 1 Open the DME menu 2 Select About DME Furthermore DME keeps a log of the events that take place Show the DME client event log 1 Open the DME menu 2 Select Tools 3 Select Log iy f DME Secure
54. of attachments for security reasons Sending attachment When an attachment has been downloaded to the device you can use the device to send the attachment to an external source Sending an attachment 1 Open the e mail that contains the attachment 2 Open the DME menu and select Attachments 3 Select the attachment 4 If the attachment has not been downloaded to the device indicated by an l icon you must open the attachment first Open the DME menu and select Send to or Send 6 Select the method by which you want to send the attachment see below Sometimes only one option is available for instance Bluetooth and the device will start the detection or transfer immediately Follow the instructions from the device manual on how use the specified send method Send method Description Via multimedia Creates a multimedia message MMS with the selected attachment Via e mail Creates an e mail with the selected attachment Via Bluetooth Sends the selected attachment via a Bluetooth connection to another device or computer Via infrared Sends the selected attachment via an infrared connection to another device or computer Removing attachments When you download attachments to the device the attachments will take up space on the device To free this space you have the option to remove downloaded files from the device The attachments will not be deleted on the mail system only on the DME client S60 devices Mail
55. on requires a special license and is set up on the DME server For more information please ask your DME administrator File sync If you select Enabled file synchronization is enabled This setting affects push notification manual synchronization and scheduled sync If you select Disabled files are never synchronized Scheduled sync settings Scheduled sync If you select Enabled the DME client will initiate synchronization of the enabled resources e mail calendar etc according to the schedule specified below 51 DME Client User Guide 2007 Excitor A S If you select Disabled the synchronization of resources relies on client initiated sync pull where applicable manual synchronization or push notification from the mail system Interval If Scheduled sync is enabled the client will accept a sync every number of hours selected here Permitted range 1 24 hours Start time In this field you can specify the time of day after which scheduled sync should start if this is enabled Use the local time format for instance hh mm ss or hh mm ss am pm Example 08 00 or 08 00 am End time In this field you can specify the time of day at which scheduled sync should end if this is enabled Use the local time format for instance hh mm ss or hh mm ss am pm Example 17 30 or 05 30 pm Run on weekends If you select Yes scheduled sync will continue to run over the weekend If you select No scheduled sync will no
56. ons 2 Select Mark read to mark the e mail s as read or Select Mark unread to mark the e mail s as unread 3 Select Selected to mark the selected e mail s or Select All to mark all e mails Sorting items You can sort items in the Inbox and the other folders ascending or descending by date name or subject gt Sorting items 1 Open the DME menu and select Actions 2 Select Sort 3 Choose between the following sort methods Descending by date newest e mail at the top Ascending by date oldest e mail at the top Descending by name by sender s name Z A Ascending by name by sender s name A Z Descending by subject by e mail subject Z A Ascending by subject by e mail subject A Z 29 DME Client User Guide 2007 Excitor A S The selected sort order applies to all folders If the folder is sorted by anything other than Descending by date an icon in the top bar indicates which sort method is used Deleting items When deleting an e mail the e mail data is removed from the DME client Depending on a setting in E mail settings on page 48 the e mail can also be deleted on the mail system at the next sync The actions described below can apply to a number of selected items See Selecting multiple items on page 29 for information about how to select multiple items Deleting one or more selected items 1 Select the item or items to be deleted 2 Open the DME menu and select Actions Delete or Press the Cl
57. ration system you can either use the Import or the Synchronize function The reason that you can use either function is that all data initially exists on the collaboration system only The first time you log in to the DME client after installing it you will be asked if you want to import your e mail from the server Fe Login Username Password SI KEEKEEKE Do you wish to import e mails from 9 the server now When you accept to do this recommended your e mails from the collaboration system are imported to the device according to the E mail settings on page 48 specified for the device 10 DME client concepts Sync vs import Other items Other items include calendar items contacts and to dos At this point it is important to distinguish between devices which have previously been synchronized using other software than DME and devices which have not Previously synchronized If the device has previously been kept in sync with the collaboration system using software such as Nokia PC Suite Sony Ericsson Sync Station Microsoft ActiveSync or similar you can assume that your contacts calendar items and so on are up to date on the collaboration server Therefore you should initially perform an Import of these items Doing this clears data on the device and imports data from the server ensuring that no duplicates occur Not previously synchronized If the device has not previously been kept in sync with
58. s Convenient for the user Push e mail calendar contacts and to dos With DME on your mobile phone smartphone or PDA you get your most critical and often used office tools in your pocket wherever you are whenever you need it E mails appear on your phone the moment they hit your office mailbox Quickly back in the game Instant service recovery Should your phone get lost or stolen a new DME client can be pushed to a new phone in a few minutes after you purchase a new DME supported phone or borrow one from someone else no matter where it happens Fretless security Mobile security policy enforcement E mails are encrypted over the air and on the device itself using full AES 128 bit encryption Shell protection of the entire phone requiring password to access all features except picking up calls gives you further security options Freedom and ease of use Effective control of all devices Gain a complete overview of your devices regardless of make model or platform Information about the device model versions and programs installed on the device is listed in the Web based DME control center for easy administration Features settings and available applications and network connections are all controlled centrally and can only be changed by the users to the extent this has been made possible by centrally applied security policies Dividing the devices into groups makes it easy to change settings features for many devices at a t
59. sword for your private key in this field For more information about S MIME and myDME contact your DME administrator E mail settings In the e mail settings you specify the synchronization and other aspects of e mail in the DME client on your device 48 E mail sync If you select Enabled e mail synchronization is enabled This setting affects push mail e mail pull manual synchronization and scheduled sync If you select Disabled e mails are never synchronized Days back When e mails are synchronized e mails from the last number of days selected here will be synchronized and available in the Inbox Permitted range 0 99 days Mail alert In this field you can specify the sound you want played when a new mail is received by DME Alert volume In this field you can specify the volume of the alerts you hear when a new e mail arrives Alerts start In this field you can specify the time of day from which you want to begin receiving audible alerts when a new e mail arrives Use the local time format for instance hh mm ss or hh mm ss am pm Example 08 00 or 08 00 am Alerts end In this field you can specify the time of day from which you no longer want to receive audible alerts when a new e mail arrives Use the local time format for instance hh mm ss or hh mm ss am pm Example 18 00 or 06 00 am S60 devices Settings Vibrating alert If you select Enabled the device vibrator will be activated when a new mail is rec
60. sy times adjust to display correctly in your time zone The second time zone is visible only when viewing days 4 Johncan now choose the time slot 11 00 Paris 10 00 London and book the meeting When John synchronizes his calendar in DME the meeting will be displayed for 10 00 Travelling to Paris On the day of the meeting John travels to Paris to meet with Pierre He naturally brings his mobile device with the DME client Shortly after crossing the border to France or when getting out of the airport in Paris and turning on his phone the French phone operator may prompt him to change the time zone from London time to local Paris time John should accept this If the phone operator does not prompt to change the time zone John should do so himself see the documentation for your particular device for a description of how to do this Do not set the regular clock on the device Furthermore the time zone setting in DME should reflect that of the phone On Windows devices and Java devices it is possible to set DME up to change the time zone automatically according to the time zone on the phone If this setting is not enabled or if John is using a Symbian 9 device he should open the DME client and change the time zone in DME The DME time zone is usually set up to follow the server time zone but you should now specify to the client that you have travelled to another time zone To change the time zone in DME see General Settings on page
61. system or search e mails already downloaded to the device Global Address Book The Global Address Book see Glossary on page 61 is the address book on the collaboration system If you want to create an e mail message or a meeting invitation you can open the DME menu and select Create as described in Creating and sending e mails on page 33 or Booking meetings on page 43 However you can also find the recipient or recipients of your e mail or meeting invitation first and then choose to create a new e mail or meeting invitation with the selected contacts as recipients 36 S60 devices Search gt Finding contacts in the global address book 1 Open the DME menu and select Search Global Address Book this step has already been completed if you open the global address book from a new e mail or meeting invitation You can now search for a contact by Name E mail address Department Country or Title on Java devices you can only search for Name and E mail address 2 Enter a search text in at least one of the available fields and select Search A connection is made to the mail system and the search results are displayed Depending on a setting on the DME server the search will either look for entries starting with the text you have entered or entries containing the text you have entered When searching for a name you can enter both a first and last name separated with a space By default a maximum of 10 results are shown
62. system or the file server E mails and calendar items are synchronized with the corporate collaboration system see Glossary on page 61 and files are synchronized with files on the DME server or in a network location specified on the DME server Please note that file synchronization requires a special license please consult your DME administrator for more information What is synchronized Conflicts In the synchronization or sync for short process DME checks the following 1 Have any items been created An item could be an e mail a contact a calendar item a to do or possibly a file If an item has been created it is copied to the system on which it does not yet exist for example if an e mail was created and sent from the mobile device the e mail is copied to the Sent folder on the collaboration system Furthermore the e mail calendar and other items on the mobile device are synchronized with respect to the time span for which items should be shown according to the settings For instance the settings may specify that the e mail application should show e mails for the last 7 days The sync process will then clear e mails older than 7 days from the Inbox and other boxes except Drafts on the mobile device only 2 Have any items been deleted If an item for instance a meeting has been deleted in the collaboration system the deletion will be reflected on the mobile device E mails deleted on the mobile device will only be del
63. t run on weekends Removing the client 52 Uninstalling the client from a device follows the usual procedures for each platform The DME administrator may have specified on the server that you are never allowed to uninstall the client In this case you are unable to do so Alternatively the DME administrator may specify that you are only permitted to uninstall the client if you are logged in In this case you will be prompted for a user name and password when you attempt to uninstall the client If you enter the correct credentials within one minute you will be permitted to continue uninstalling the client S60 devices Menu tree gt Uninstalling the DME client 1 Open the menu by pressing the Menu key Select Tools App Mgr or go to the Installat folder Highlight DME Select Options Remove oa fF W N Press Yes to continue Y App manager 5 B App manager y a ay ei 4 e App downlds App downlds ScreenSnapS60_3 View details Installed DME Secure e mail View log Installed Send log Settings Installed Help The DME client is now removed from the device Menu tree The menu structure of the DME client is as follows Create Create new e mail Create book new meeting or appointment 53 DME Client User Guide 2007 Excitor A S Synchronize Synchronize e mail only Synchronize calendar items only Synchronize contacts only Synchronize t
64. the DME client if marked for installation 1 Log in to DME 2 If no update message is displayed do a manual synchronization 3 When the update message is displayed see illustration above select Yes to install the update 4 Follow the steps from the previous section During the installation DME will check for existing DME clients If found a message such as the following is shown Note that if you upgrade from one DME build to another the message may ask you to confirm the upgrade to a version with the same version number as the existing version No cal entries for today W 24 10 07 1 15 pm 2 00 pm Allerg i kontrol_ A 4 JL DME already exists 5 Replace version 1 10 9 with version 1 10 In case any applications are open DME might ask permission to close some applications in order to continue installation 21 Chapter 2 S60 devices CHAPTER 2 S60 devices This section contains the specific guide for DME Client 1 10 for Series 60 devices from Nokia and other vendors In this chapter About S60 devices curia 23 Using the AA 24 Ne E E see setetoeseetes ones 28 DS ACI r E EG 36 Ll e A 42 CON O e E E 45 E O ee a 45 SO Sa EE E 46 Removing the client sscsrirrerricicrirsrcrosirssidressotsatrstsicsis 52 MT A 53 About S60 devices DME supports a wide range of S60 devices including but not limited to the following mobile devices running Symbian 9 Nokia 3250 AA Navigator Nokia 6290 Nokia E61 E6
65. the collaboration system there are probably a number of manually entered items such as contacts on the device If you want to keep these contacts it is important that you follow the procedure described below Please note that from now on only contacts are mentioned however the procedure applies to calendar items and to dos as well 1 Perform a synchronization of the device This matches contacts on the device with your personal contacts on the server DME checks for duplicates but items are not recognized as duplicates if a Different data fields are completed for the contact on the device or the server For instance if Home Phone is completed on the device for the contact John Doe a John Doe on the server without a Home Phone will not be marked as a duplicate b The spelling is different in any completed field c When there is any doubt that an entry is a duplicate a duplicate will be created 2 Now clean up your personal address book in the collaboration system on the server This is important You will probably find a number of apparent duplicates However there will always be some difference as mentioned above 3 When you are satisfied with the information entered for your personal contacts in the collaboration system on the server import your personal contacts to the device Doing so erases the old contacts and brings in the up to date set of contacts from the server 4 On the device you can now add any device spec
66. the illustration above 1 When a mailbox folder includes other folders subfolders a right arrow is shown in the top bar To navigate to the subfolders move the joystick to the right 2 The names of the subfolders in a folder are displayed in the line below the name of the parent folder 3 Ifa folder is marked with a grey color it means that it cannot be selected On Domino systems you can create folders and subfolders at the same time by naming a new folder like this Work Testing When created in this way the parent folder Work cannot itself contain e mails but Testing can Therefore you cannot select the parent folder here but you can navigate to the subfolder by moving the joystick to the right This is what the DME folder from the illustration above looks like 3 43pm Company News Policies A left arrow in the top bar indicates that you must move the joystick to the left in order to display the parent folder again Also note the in front of the folder name in the top bar which indicates that you have moved one level down in the folder Structure To select a folder use the joystick to move to the folder you want to search and click the joystick If you select a folder which contains other folders you will get different results depending on your collaboration system S60 devices Search If you use Domino the search for e mails will be performed in the selected folder only If you use Exc
67. the user name or password is entered incorrectly a number of times set up by the DME administrator All e mails are deleted if a new user logs in but calendar items to dos and contacts are preserved In addition if the device is lost or stolen the data on the DME client can be cleared remotely by sending a command from the DME server remote wipe You should always contact your DME Administrator immediately if you lose your device 15 DME Client User Guide 2007 Excitor A S Changing mailbox passwords 16 Depending on your company s security policy you must change your network password at regular intervals Usually your network password is the same as your mailbox password but on Domino collaboration systems this is not necessarily so The DME client depends on the mailbox password to gain access to synchronize your e mail to the device Your mailbox password can be changed from your desktop computer or from your device If your collaboration system is based on Active Directory a message may pop up telling you well in advance that it is time to change your password If you ignore the warning your current password will eventually become invalid and you will be unable to log on to the system You can either change your password from a desktop computer on the network or from the client If your mailbox password is changed from a desktop computer on the network the new password has to be verified on the server the first
68. time you log in to the DME client When you log in and DME recognizes you as a user and recognizes your password but detects that the password has been changed on the server the following message is shown ome 3 08pm abd oF QAUSER2 KK KK Password is unknown Do you 9 wish to verify your login with the server You are then asked to enter your old password 1 Select Yes to verify the new password on the server 2 Enter your old password 3 Select Log in You can now use DME as usual You can change your mailbox password from the client 1 Log in to the client as usual 2 Open the DME menu and select Tools Change password 3 Enter your existing password in the Old password field 4 Enter a new password in the New password field and retype it in the Confirm new password field 5 Select OK DME client concepts Data security j y DME Secure E mail Y 4 ok DME Change p Old password soko New password soko Confirm new password soko E Cancel DME sends the password change request to the server If the server accepts the request a message tells you that your password has been changed If the server rejects the request a message tells you why the command failed If the command fails it can be an issue with the server setup and you should contact your DME Administrator Switching users You can hand over your device to another person even if it contains all
69. ts automatically is that this can be a time consuming procedure The Global Address Book see Glossary on page 61 is the shared address book on the collaboration system If you select this option you can search for a contact by Name E mail address Department Country or Title For more information about how to select recipients using the global address book see the procedure in Global Address Book on page 36 When you have selected the desired recipients open the DME menu and select Done The e mail address of the contact s will be added to the field from which you started selecting recipients If any of the recipients have multiple e mail addresses you will be able to choose between the addresses of each recipient Saving as draft If you want to continue editing an e mail at a later time you can save the e mail as draft gt Saving an e mail as a draft 1 Open the DME menu and select Save as draft Or S60 devices Mail 2 Close the e mail and select Save as draft when asked The e mail is saved to the Drafts folder and you are returned to the mailbox When you want to finish the e mail you can open it from there edit it and send it in the usual way Selecting message options You can sign encrypt and mark the message with high importance gt Setting message options 1 Open the DME menu and select Message options 2 Scroll up down to select an option 3 Click the joystick to enable or disable the selected opt
70. u need access to a working Internet connection that is an Internet access point must be defined on your device The access point defines how data traffic is sent from the device A GPRS Internet access point may have been pushed to your device from the DME server in which case you are all set If you are in doubt as to which access point to select ask your DME Administrator Consult your device manual for information about setting up access points Most operators allow you to download access point setup configurations from their Web page Installation files To install the client you need the software installation files It is possible to transfer the installation file by for instance e mail cable or memory card transfer directly to the device However the files are usually provided to you by the DME Server in one of two ways 1 Server push Your IT department uses the DME Server to push the client software to you by means of an SMS or WAP message 2 Client pull self provisioning You send an SMS to the DME Server with a specific code requesting the DME server to push specific software to you Information about the SMS details is made available by your IT department Depending on the client deployment method selected by your IT department you will receive an SMS message or a WAP message gt Installation link received by SMS message 1 Open the text message with the text New software from DME 2 Select the hyperlink in
71. uld not change the time of a meeting which you did not book and the meeting time will be reset S60 devices Calendar Booking meetings From the DME client you can book a meeting in you calendar You can invite people to attend the meeting and you can reserve rooms and resources This basically works the same way as booking meetings in your collaboration system gt Creating anew meeting Open the DME menu and select Create Meeting Enter meeting details see Entering meeting details on page 43 Add participants see Adding participants on page 43 Enter a location and book resources see Location and resources oa FF QQ N From the DME menu select Send invitation The next time the DME client is synchronized with the DME server meeting invitations will be sent to the selected participants and the meeting will be created in you calendar Note that you can create a new meeting invitation by selecting recipients first and then creating the meeting invitations For more information see Global Address Book on page 36 To navigate between the tabs Meeting details Participants and Location and resources move the joystick up or down until the tab is highlighted and then move it right or left to display the next or previous tab Entering meeting details In the Meeting details tab you can do the following Subject Enter a subject for the meeting Date and time Enter starting and ending dates and times for the meeting
72. ut is independent of the synchronization schedule set up on the DME server Select Disabled to disable the client initiated sync of e mail Pull interval If E mail pull is enabled the client will initiate a sync every number of minutes selected here Permitted range 10 120 minutes Start time In this field you can specify the time of day after which client initiated pull should start if this is enabled Use the local time format for instance hh mm ss or hh mm ss am pm Example 08 00 or 08 00 am End time In this field you can specify the time of day at which client initiated pull should end if this is enabled Use the local time format for instance hhimmiss or hh mm ss am pm Example 17 30 or 05 30 pm Run on weekends If you select Yes client initiated pull will continue to run over the weekend If you select No client initiated pull will not run on weekends 49 DME Client User Guide 2007 Excitor A S Call privacy In this field you can specify whether the device should send the caller ID when calling a number directly from an e mail Phone default Use the settings from the device to determine whether to use the network operator s settings send or hide the user s number Always ask Ask the user whether or not to send the caller ID Send my number Send caller ID whenever possible Hide my number Never send caller ID Show received time If you select Yes a column is added to the mailbox folders

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