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User Manual 3.0

1. Figure 44 Full Sync alert message Security PIN Clicking on Security option will navigate to the Security page where you may choose from the following options o Enter PIN You must enter a PIN in the format required by the server for which a prompt is displayed o Confirm PIN Reenter the PIN to confirm o Prompt for PIN Choose how often you must be prompted for the PIN from the following o Never Choose this option if you don t want to be prompted for a PIN o Ask PIN every time recommended Choose this option if you wish to be prompted for the PIN to be entered each time you launch Sidekick Sync o Ask PIN once a day Choose this option if you wish to be prompted for the PIN only once each day Bf Danger hiptop Simulator File Options Input Device Debug Help Jun 15 7 33 pm Main ene tT Security Enter minimum 4 digit Numeric PIN Prompt for PIN Figure 45 Security PIN Time Zone Use this option to edit or change your time zone settings This is necessary for your reminders to work properly Choose the appropriate Time zone and save it 35 7 23 2009 User Guide Sidekick Sync Bf Danger hiptop Simulator File Options Input Device Debug Help GMT 12 00 International Date Line West GMT 11 00 Midway Island Samoa GMT 10 00 Hawaii GMT 09 00 Alaska o GMT 08 00 Pacific Time US Canada GMT 08 00 Tijuana Baja California GMT 07 00 Chihuahua LaPaz Mazatlan GMT 07 00 Mountain Time US amp Canada GMT
2. Domain myexchange domain info GMT 07 00 Mountain Time US Canada yexchange da GMT 07 00 Chihuahua La Paz Mazatlan NEW Email Address myexchangeGdomain info GMT 07 00 Arizona i Zone ia GMT 06 00 Central America ST EE A E GMT 06 00 Central Time US amp Canada Vv Figure 1 Account Setup and Time zone 4 2 Device Security and Policy 4 2 1 PIN Once your account has been set up you are ready to synchronize your Device information with the MS Exchange Server MS Exchange enforces device security policies that might make it mandatory to enter a PIN for application security The Server policies will also define how often user must be prompted for the PIN Enter a PIN as recommended of your choice and confirm PIN Click on Save to complete The navigation screens are shown below Meth Mane Jul 23 4 35 pm Security a Enter Numeric PIN minimum 4 characters Enter Old PIN YY Enter New PIN i for PIN Figure 2 PIN entry 5 7 23 2009 User Guide Sidekick Sync The PIN entry mode length complexity number of incorrect PIN entry attempts allowed and Device idle timeout only for MS Exchange Server 2007 can be controlled by the MS Exchange Server Administrator Based on the Device Policy settings from the Server at the time of synchronization with the MS Exchange Server the application will update the Policy settings from the server If the Policy settings require an Alpha num
3. 06 04 06 04 06 04 7 01 pm G Talim g Calling Card o Seminar Call Follow Up ion Meeting oadband Connection g Alerts amp Error Messages 05 46 Requirements istry With SMPP r gt Email Settings J New Email Alert Z Quick Messages B 05 48 05 48 05 47 05 47 05 47 05 46 05 45 03 46 06 04 06 04 06 04 Sidekick Sync Email Settings Allows you to synchronize your mails from last 1 day 3 days or mails from the past 1 week using the following radio button options One day Synchronizes only those emails that are 1 day old 3 Days Synchronizes emails that are up to 3 days old 1 week Synchronizes emails that are up to a week old Preferences Allows you Save all Mails sent from the Device to the Sent Items folder on the Exchange server Clicking on Save will apply the designated settings and during subsequent synchronizations only mails from the previous day or the last 3 days or for the past 1 week will be synchronized to the device 15 7 23 2009 User Guide Bf Danger hiptop Simulator File Options Input Device Debug Help Inox 13 22 From Jan 1 5 34 am Sub ject e Timm Albert Benomhu Marc Grote hussey NOANA Regarding Call Follow Up Save v Equip your Exchange Server with Co Modifying Active Directory permissi contact Lookup Implementation cantact I aabkiin Imnlamantatinn Figure 15 Email Settings
4. 8 Jun 17 7 08 pm Discard E jun 17 7 09 pm Y To Sub ject P Gra uo Discard All Sub ject me amp markw yahoo c Si i Su amp G Teali Sidekick Sync Documents Tips idekick Sync Documents gt markw yahoo c Check the issue l heck the issue albertb yahoo u Regarding Call Follow Up albertb yahoo u Regarding Call Follow Up Figure 9 Drafts folder with options Outbox Stores the unsent mails or mails which failed to be sent from the application You can also edit the mails present in the Outbox Pressing the will bring up the following options Discard Use this option to discard the selected mail Discard All Use this option to discard all the mails from the Outbox folder 12 7 23 2009 User Guide Sidekick Sync FA Danger hiptop Simulator Danger hiptop Simulator File Options Input Device Debug Help File Options Input Device Debug Help Sos Cl Discard All L e Toim Tips E Regarding Call Follow Up p an 1 5 30 am ore Ea p Jan 1 Figure 10 Outbox folder with options Deleted Items Contains the message deleted on the device During the next synchronization mails present here will be moved to the Deleted items folder on the Exchange server Pressing the will bring up the Undo option that will allow undoing the previous action if any Danger hiptop Simulator i E B Danger hiptop Simulator E a File Options Input Device Debug Help File Options input Device Debug Hel
5. Choose the Days on which Periodic Sync must be active 37 7 23 2009 User Guide Sidekick Sync Every day Synchronizes everyday at the defined intervals Week days Synchronizes only on week days Custom Choose the day s of week on which periodic synchronization must occur Start time Choose the start time for Periodic Sync to be active End time Choose the End time at which Periodic Sync must be turned OFF Frequency Choose the frequency for periodic Synchronization 15 minutes Synchronize once every 15 minutes 30 minutes Synchronize once every 30 minutes 1 hour Synchronize once every 60 minutes 2 hours Synchronize once every 2 hours 4 hours Synchronize once every 4 hours What to Sync Choose what folders must be synchronized each time Email Contacts Calendar The navigation for setting up Synchronization Schedule is shown in the figure below Jul 23 6 25 pm Jul 23 6 26 pm Sda eS Fall im Sq Nec MCS GT Custom End Time Sync Recurrence E schedule Sync What To Sync Sync Days Y All Start Time Contacts eee Y Calendar Recurrence Figure 49 Automatic Sync Edit Use this option to edit an existing schedule The default schedule cannot be edited except for the collections that must be synchronized Activate Use this option to activate deactivate a particular synchronization schedule from the list of synchronization schedules Deactivate Use this option to deactivate a particular synchroniz
6. HAF Figure 48 Schedule List and menu options You can choose from the following options New Use this option to create a new custom schedule You must choose what type of synchronization must be performed automatically Direct Push or Periodic Sync and then set the desired parameters Direct Push This will enable Direct Push for the selected collections By enabling direct push you will be able to receive real time notifications of new Contact Calendar or Email data on your device as soon as they arrive on the MS Exchange server Choose the frequency settings for Direct Push from the following Enable Check this option to enable Direct Push Sync Days Choose the Days on which Direct Push must be active Every day Direct Push is active everyday for the selected duration Week days Direct Push is active on week days for the selected duration Custom Direct Push is active on selected days for the selected duration Start time Choose the start time for Direct Push to be active End time Choose the End time at which Direct Push must be turned OFF What to Sync Choose what folders must be synchronized Email Contacts Calendar Periodic Sync You can set up the application for a scheduled synchronization You may choose between a frequency of 15 minutes to 2 hours at a 15 minute interval as well as Daily or Weekly Choose the frequency settings from the following Enable Check this option to enable Periodic Sync Syne Days
7. The first synchronization will bring in all the data up to a limit as supported by the device from your MS Exchange Contacts Calendar and Email on to your device which may take slightly longer based on the amount of information that you may have Once the initial synchronization is successfully completed the data on your MS Exchange Server account and your device are in sync with each other All subsequent synchronizations will only bring in the latest changes that may have occurred to your Email Contacts or Calendar data Sidekick Sync provides a Direct Push technology that allows any new change to your MS Exchange Server email contact or calendar data to be Pushed to the device in real time You need not login to your account frequently to check for new mails calendar or contact information instead Sidekick Sync will bring in all the latest information to your device and also provide you with intimation about the Calendar event or Email on your device In case you don t want to have the Direct Push enabled then you may use the Scheduled Push option that will allow you to set the time interval at which you want the application to check for new information on the server and then synchronize with the MS Exchange Server to retrieve that information saving precious airtime At the scheduled time the application will launch automatically and start the synchronization If no changes are detected Sidekick Sync will sle
8. use the Send button to send the mail Checking the Include Original Message will append the original message body to the edited mail at the server before being sent to the destination You can also add a signature to the outgoing mail 12 Danger hiptop Simulator File Options Input Device Debug Help Jun 12 12 34 pm Reply AD Gral From To rains mail_host net Subject RE Sidekick Sync Meeting Priority Normal gt We can meet at 3 00 PM PST Edit downloaded message Thanks Matt Y Include Original Mail Figure 7 Reply Reply All and Forward Discard Use discard option to delete a mail This will delete the mail on the Device and the same will be deleted on the server during the next synchronization Refresh to refresh the inbox view Any new mails that would have arrived in the meanwhile would be displayed Mark Unread Use this option to change the status of emails to Read from Unread This status is reflected on the server mails also Mark Read Use this option to change the status of emails to Unread from Read status This status is reflected on the server mails also Folders The Folders option contains the following sub options as shown in Figure 8 Server Folders Displays a list of all the server folders You can navigate to any folder by clicking on the folder to view its contents Inside the server folder pressing the will bring up the following options as shown in
9. 06 17 06 17 06 17 06 17 06 17 06 17 06 17 06 17 06 17 06 17 06 17 06 17 na117 Sidekick Sync New mail Alert Allows you to choose how you wish to be alerted when new emails arrive in your inbox You may choose from the available ringtones on the device which will be played on new mail arrival Ef Danger hiptop Simulator File Options Input Device Debug Help CA mbox 15 22 From BadaBing A Albert Benomhu Marc Grote hussey Mnanrma BadaBing B _ A BadaBing C Bell 3 Bell Blind Bell Mice Ding Dong Blue Ding Dong Green Ding Dong Purple Ding Dong Red Ding Dong Yellow Good Morning One Up St Thomas UFO er with Co permissi Figure 16 Ringtone alerts for new email 06 17 06 17 06 17 06 17 06 17 06 17 06 17 06 17 06 17 06 17 06 17 06 17 nai _ Jan 1 5 35 am Taai Quick Messages This allows you to create message reply templates that can be used add cryptic responses to your outgoing mails You can store up to a maximum of 30 quick messages and can be added to the Subject or the Mail body Pressing the will bring up the following options as shown in figure 17 below 16 7 23 2009 User Guide ETS hiptop Simulator File Options input Device Debug Help E Quid Messages How are you 24 will get back to you 2 will respond to your email shortly 2 will be on leave from 2 Have a good weekend 24 Happy Birthday 2 When shoul
10. 07 00 Chihuahua La Paz Mazatlan NEW GMT 07 00 Arizona GMT 06 00 Central America GMT 06 00 Central Time US amp Canada ww Figure 46 Time Zone options Sync Schedules The application supports Default Schedules and Custom schedules for both Direct Push and Periodic synchronization At the time of account configuration the default schedules for Direct Push and Periodic Sync are enabled by default The default synchronization schedules are set to the following times i Direct Push Active from 7a m to 6 p m All Weekdays li Periodic Sync e Active from 11 pm to 5 am the next morning at 1 hr intervals All weekdays e Active at 30 minute intervals Weekends Danger hiptop Simulator File Options Input Device Debug Help Jul 15 5 05 pm Default seiecduile es Gram Direct Push 7 00AM to 6 00PM Weekdays Periodic Sync every 1 hour 11 00 PM to 5 00 AM Weekdays Periodic Sync every 30 minutes Weekends What To Sync Y Email 4Contacts VCalendar Figure 47 Default Schedule The figure below indicates the list of synchronization schedules that were created and the menu options 36 7 23 2009 User Guide Sidekick Sync FB Danger hiptop Simulator PA E Danger hiptop Simulator Jul 15 5 21 pm Edit 4x GT Pz Schedule Sync 7 AM 6 PM Every 15 min Email Contacts Calendar d Activate Default Settings All Deactivate Discard Tips Schedule List M Every 15 min Email Contacts Calendar y
11. 6 TIPS amp TRICKS The following tips and tricks will help you in optimizing your key presses and make it easier to navigate and use some key features of the application 1 Quick Messages To quickly send replies to incoming mails store the most commonly used messages as Quick Messages and later add them quickly to the Subject and Body of your emails to avoid typing long messages 2 Periodic Synchronization Scheduling automatic synchronizations during off peak hours or Night times would go a long way in reducing data usage and battery consumption 3 Turn Sync ON OFF Use the Turn Sync ON OFF Feature to quickly turn off your Direct Push or Periodic Sync You can resume them with the last settings by simply turning it back ON 43 7 23 2009 User Guide Sidekick Sync 7 FREQUENTLY ASKED QUESTIONS FAQ What is Sidekick Sync and why would want it If you are a corporate user and if you want to stay connected to all the latest Contact Calendar and Email information on your Microsoft Exchange Server then Sidekick Sync is the product for you Using licensed Exchange ActiveSync technology from Microsoft Sidekick Sync provides the device with a direct connection to the Microsoft Exchange Servers 2003 and 2007 What types of data can be synchronized by using Sidekick Sync Sidekick Sync enables you to synchronize your e mail messages calendar and contacts information from your Exchange 2003 2007 Server How do I enable mobile ac
12. Grim Reply All Albert Benomhu Regarding Call Follow Up 06 35 Forward Mark Welton Check the issue 06 31 Accept Mark Welton Exchange Account Details 06 29 Tentative Mark Welton Sidekick Sync Documents 06 26 Decline Jhon Testing 06 20 Rui Silva involved in migration and implement 05 09 Neil Hobson the public Exchange newsgroups 05 08 Nathan Winters regarding call Follow up 05 07 f user leaves the Name section blank and Markus Klein sidekick Sync will synchronize 05 06 Henrik Walther password History 05 05 presses Done button missing name alert is displayed However if the user Anderson Patricio Equip your Exchange Server with Co 05 04 leaves the Name section blank but enters the Company name then pressing Marc Grote Modifying Active Directory permissi 05 03 Done button saves the data and doesn display the Missing name alert hussey contact Lookup Implementation 04 39 REPRODUCIBLE Yes No Sometimes Yes maarna cantact analiin Imnlamantatinn na 20 STEPS TO REPRODUCE 4 Discard Fetch More x Attachments List d if the company name is entered Figure 19 Inbox page with options Pressing the will bring up the following options Reply to Reply to an incoming mail Reply All to send replies to all recipients of the mail Forward to forward a mail This will open up the Compose mail screen where you have to enter the recipient addresses in the To Cc and Bcc fields and the body content Pressing OK will
13. Home Page will bring up the following options menu with the items arranged in the following order Settings gt o Account Setup o What to Sync o Full Sync o Security PIN o Time Zone o Sync Schedules o Turn Sync On Off o Out of Office Enabled for Exchange 2007 accounts only o Reset account Sync Status Create Groups The options menu is as shown in the figure below Danger hiptop Simulator File Options Input Device Debug Help Sy ne Settings Sync Status What to Sync Create Groups f Full Sync Tips f Security PIN Time Zone Sync Schedules Turn Sync On Off Out Of Office Mondar Reset Account 5 ontacts Help Figure 41 Home Page Options Settings Settings option allows you to personalize your settings for the application The Settings option has the following sub options Account Setup You may use this option to edit the following fields of your account settings Server Address Edit the server address or name of the Exchange server SSL Select or Deselect based on whether the exchange server requires SSL or no User ID Edit your User id Password Edit password information Domain Edit domain information 33 7 23 2009 User Guide Sidekick Sync Email Address Edit the email address of your MS Exchange account Signature Edit the signature that must be appended to all outgoing mails Time Zone Edit your time zone settings B Danger hiptop Simulator File O
14. No 37 a save contact 30 7 23 2009 User Guide Sidekick Sync 5 5 Manual Sync Selecting Manual Sync option will navigate you to the Collections screen where you can select the Folders that you wish to synchronize Check the boxes to select Pressing Sync will start the Synchronization process and synchronize the information for the selected Collections f Jul 23 4 44 pm Memri Syme G Talli SAM Y Email Contacts Calendar Figure 38 Choose folders to Sync Mental Syme Jul 23 4 48 pm G Fali ZAll ZEmail Y nn a ei Please Wait Retrieving Email Sync information Figure 39 Sync in progress 31 7 23 2009 User Guide Sidekick Sync 5 6 Help The Help section provides you with brief usage instructions for Sidekick Sync You must refer this User Manual for detailed instructions on the features and functions of Sidekick Sync The Help topics are arranged under the following sections Sync Account Setup Groups Conflict Security What to Sync Time Zone Out Of Office Turn Sync on off Reset Account Search Mail Search outlook Contacts Support About f Jul 23 4 52 pm Q E Palit Account Setup Groups Conflict Security What to Sync Time Zone Out of Office Turn Sync On Off Reset Account LCanarceh Mail Figure 40 Help section 32 7 23 2009 User Guide Sidekick Sync 5 7 Home Page Options Clicking on the on the
15. O T A 32 ome D e T E EE E A E N A E S E llo 33 TIE o ERICE sosa 43 FREQUENTLY ASKED OWES LIONS IPA O honasini salad 44 TROUBEERSHOO TEN sinire ian a AN hodtsuts Jeadeusedadsoese iio iia 47 DISCLAIMER amp COPYRIGHT INFORMATION seinni a aa aaa eia 48 User Guide Sidekick Sync Sidekick S ync 1 PRODUCT DESCRIPTION Sidekick Sync is a breakthrough application for Enterprise class businesses that can provide their employees with tools to manage business activities directly from inexpensive mobile Devices With mobile access to Email Calendar and Contacts available for all your employees your enterprise can provide vital up to the minute information in real time to your employees simply and efficiently With advanced Search and Sync capability users have a virtual window to their Exchange Outlook email contact calendar applications assuring them that all the data available on their desktop is also available on their devices Using licensed Exchange ActiveSync technology from Microsoft Sidekick Sync provides the device with a direct connection to the Microsoft Exchange Servers 2003 and 2007 This connection eliminates the need for an additional proxy server or a NOC Network Operations Center and preserves the integrity of the Enterprise firewall Security of the Device contents is assured by the Remote Data Wipe feature This feature can be initiated on the Server either by an Enterprise Administrator or the User to erase all content
16. by selecting Sync gt Email or by opening Email Folder and selecting Menu gt Refresh 4 I get Outbox Draft full message when trying to save a mail Resolution Delete some mails from the Drafts folder or the Outbox folder before proceeding 5 The Direct Push feature is turned OFF even after have turned the feature ON Resolution This could be caused due to persistent Network problem Sidekick Sync will attempt to connect to the server up to 3 times in case of failure in communicating with the server lf even after 3 times the network problem persists then the application automatically turns OFF the Direct Push to prevent multiple attempts at connecting You may have to turn it ON again at a later time 6 receive an Error_500 error message when synchronize my mobile device with MS Exchange Server 2003 Resolution You will see this error if your Microsoft Exchange Server 2003 does not have the Service Pack 2 SP2 installed on it To resolve this issue install Microsoft Exchange Server 2003 Service Pack 2 SP2 on the server Contact your IT Department for a resolution 7 lam facing persistent synchronization problems Resolution lf you face persistent synchronization problems then use the Full Sync Menu gt Settings gt Full Sync option which will reset the application and start a fresh synchronization If you continue to face problems then Select Menu gt Settings gt Re
17. key on the key pad or a soft key definition on screen A hard key is usually located in the middle of the arrow keys and identified with unique color and or symbol 3 7 23 2009 User Guide Sidekick Sync 4 APPLICATION SETUP 4 1 Setting up Sidekick Sync on your device 1 Find and launch Sidekick Sync At the Welcome screen press Ok to continue 2 Sidekick Sync will automatically be installed on the Device 3 Next you must create an account associated with your Microsoft Exchange server by entering the following information Server Address Enter the MS Exchange Server address for e g exchange yourcompany com SSL Check the box if your server is SSL enabled User Name Enter your Username as on your MS Exchange Server account Password Enter your password as on your MS Exchange Server account Domain Enter the domain for your MS Exchange Server Email Address Enter the email address of your MS Exchange account Time Zone Select the appropriate time zone Pressing Done will initiate a connection with your server and the Server Policy is retrieved Based on the Server policy you will be prompted for a PIN to be entered Enter an appropriate PIN Note In case the Server policy does not require a PIN then the PIN entry screen will not be displayed With your account established and your PIN selected the configuration process is complete By default Direct Push and Periodic Sync are enab
18. server information or continue to face problems consult your IT Department for the required information 7 What does Direct Push mean When should use it Direct Push is a feature of Sidekick Sync that allows all new information Email Contacts Calendar from your MS Exchange Server to be pushed directly to your Device as they arrive on the Server This will prevent you from having to logging in from your device manually to check for new emails or calendar events Direct Push will enable the application to always be up to date with the server You may use the Direct Push feature if you want to have the latest information on Contacts Calendar and Email pushed to your device instantaneously as they arrive on the server What is the default Sync schedule and how is it useful As soon as an account is configured and Sync Now option is selected the application will automatically enable a default synchronization schedule for you so that the latest updates to contact calendar and email on the server are available to you on the device The default schedule is set to the following times iii Direct Push Active from 7a m to 6 p m All Weekdays iv Periodic Sync e Active from 11 pm to 5 am the next morning at 1 hr intervals All weekdays e Active at 30 minute intervals Weekends 44 7 23 2009 User Guide Sidekick Sync 10 11 14 12 13 14 15 What does Periodic Sync mean When should us
19. the Application s address book Refresh Allows you to refresh the Contact view window while fetching new contact additions or contact updates from the server 21 7 23 2009 User Guide Sidekick Sync Sort Allows you to sort the Contact list view by First name Last name or by Last name First name Search Outlook Contacts This option is available for MS Exchange 2007 server only This allows you to search for contacts from your MS Exchange account Clicking on this option will bring up a text entry screen where you can enter the contact first name or last name that you wish to search You must enter a minimum of 3 characters for a successful search to be initiated The matched contacts will be displayed in alphabetical order spanned across pages Pressing the will bring up the Details option that allows you to view the complete details for that particular contact with a More details option to fetch further details that were not displayed in the first view From the details page pressing the will bring up the following options Call Pressing on this option while the focus is on one of the displayed Phone numbers will place a voice call on that contact Phone number Send Text Message Pressing on this option while the focus is on a displayed Phone number will open up the text input screen from where you can send a text message SMS to the desired number 2 Ete hiptop Simulator File Options Input Device Debug He
20. 5 pm Grao 2 ContactLog txt 63095 bytes 3 System arraycopy doc 21056 bytes Figure 21 Attachments and Options The Attachment view window is displayed below in Fig 21 EA Danger hiptop Simulator File Options Input Device Debug Help Jun 8 3 16 pm A aciment View Gram El Danger hiptop Simulator File Options Input Device Debug Help Jun 8 3 17 pm LA Grao Thumbnails System arraycop 1 2 1 Use the System arraycopy Method to Copy Contents of Arrays When copying the contents of one array into another use the System arraycopy method instead of an iterative loop For example consider the following arrays int first 1 2 3 int second 4 5 6 int third new int first length second length One nossihle wav of convina the contents of the first two arravs into the third Table of Contents a Back Wh Close d to Copy Contents of Arrays ay into another use the TE Ts TS TA AAA ST a a System arraycopy method instead of an iterative loop For example consider the following arrays int first 1 2 3 int second 4 5 6 int third new int first length second length One nossible wav of convina the contents of the first two arravs into the third Figure 22 Page Layout view of attachment Pressing the will bring up the following options Page Layout Allows you to view the attachment in the original page layout view It suppresses spaces and other
21. ON OFP 46 7 23 2009 User Guide Sidekick Sync 8 TROUBLESHOOTING 1 Whenever I sync my calendar items don t see the correct time on the calendar events Resolution If you see that your appointments on your Device are not at the time mentioned on your MS Exchange Server Calendar then you need to make sure that the time zone you specified is correct This occurs because all appointments on the Sidekick Sync are stored based on the offset from GMT Select Menu gt Settings gt Time Zone to change the time zone settings 2 The number of contacts on my Exchange account is more than what my device can support What should do Resolution Sidekick Sync places a limit on the number of contacts to 2000 that can be synched to the Device If a user has more than 2000 contacts on his MS Exchange Server account then the user must create a secondary folder and move those additional contacts choose contacts which you don t want synchronized to that folder and keep only those contacts that you use regularly and would require to be synchronized in the primary folder 3 have mails in my email account on the MS Exchange Server but don t see any mails in my Inbox on the Device after synchronization Resolution You will have to check the Email filter option Open Email Select Menu gt Settings gt Email Settings and change it appropriately If this does not resolve the problem then you can try to do a Manual Sync
22. ation schedule from the list of synchronization schedules Discard Deletes an existing custom schedule from the list of synchronization schedules 38 7 23 2009 User Guide Sidekick Sync Turn Sync On Off Allows you to turn ON or OFF the existing Direct Push or Sync Schedules Turning ON will resume the Direct Push and Periodic Sync with the last saved time settings A warning message No active schedules is displayed if there are no active schedules Danger hiptop Simulator File Options Input Device Debug Help Matin Menu pb ry Warning Jul 15 17 06 Gr iF O Turned ON the Sync Schedules ontacts Figure 50 Turn ON OFF Out of Office This feature allows you to configure the Out of office settings to automatically reply to emails that you receive when you are not in office Based on your settings all incoming mails during this period will be auto replied with a mail containing your custom Reply message To configure Out of Office settings Choose Out of Office option from the Settings menu which will navigate you to the out of office settings screen Choose from the following types Enable This will enable the Out of Office setting on the Server and navigates you further to the Out of Office Types page that contains internal and external settings page Internal by default out of office is enabled for Internal users Add the Internal Reply message for the co workers within the organization and Exte
23. bject Z A Display is sorted by reverse alphabetical order of Subject From To A Z Display is sorted by alphabetical order of the From or the To fields From To Z A Display is sorted by reverse alphabetical order of the From or the To fields Larger at Top Display is sorted by size with the largest mail by size on top 14 7 23 2009 User Guide Smaller at Top Display is sorted by size with the smallest mail by size on top EZ Danger hiptop Simulator File Options Input Device Debug Help New Message Reply Reply All Forward ulul nl nl nl soD m gt Z ee Discard Refresh Mark Unread Mark Read Folders Search Mail Save To Archive Sort J Settings Tips MOOOBBOODOL OEE LT Figure 13 Sort options Settings Allows you to personalize your email synchronization using the options Bf Danger hiptop Simulator File Options Input Device Debug Help New Message Reply Reply All Forward Discard Refresh Mark Unread Mark Read Folders Search Mail Save To Archive Sort J Settings Tips ol oul ol nl nl woos 2 bPHOABBBBBMW MOE E E Figure 14 Settings options t Jun 5 6 30 pm G Tal y Calling Card o Seminar Call Follow Up ion Meeting e Newer at Top p on 2ssages Older at Top Subject A Z Subject Z A From To A Z From To Z A Larger at Top Smaller at Top Ph _ EOS AAA t Jun 5 05 48 05 48 05 47 05 47 05 47 05 46 05 46 05 45 03 46
24. cess on the Exchange Server To enable mobile access on the server requires Server configuration and this configuration varies between MS Exchange Server 2003 and 2007 Consult your IT Department for the same How do change the schedule of my automatic synchronizations To change the schedule of your automatic synchronization on the Home Page Clicking on the will bring up the Options Settings gt Sync Schedules gt Schedule List For default schedule only what to sync options are editable How do start Synchronizing To start Synchronizing open Sidekick Sync on your device Select Sync icon on Main Menu Choose the folders that you would like to synchronize Email Contacts or Calendar and pressing Sync will start the synchronization process What details are required before attempt to use Sidekick Sync to synchronize with my MS Exchange server You will require the following information for configuring Sidekick Sync to synchronize with your MS Exchange server Server Address The MS Exchange Server type that you wish to connect to Sidekick Sync supports MS Exchange Server 2003 and 2007 User name The MS Exchange Server address for e g exchange yourcompany com Password Password as on your MS Exchange Server account Domain Domain for your MS Exchange Server Email Address Email address of your MS Exchange account SSL Check the box if your server is SSL enabled Note If you are not sure of the
25. d Wolfgang Selene Wolkerstorfer Russell Wolkerstorfer Vivien Wong John L Worden Cecelia Figure 29 Conflict Resolution Settings 23 7 23 2009 User Guide Sidekick Sync 5 3 Calendar Selecting Calendar will navigate you to the Calendar function You will be first presented with the current day s event view with the Title and the event times of the Calendar events for the day displayed EA Danger hiptop Simulator i E ES danger hiptop Simulator File Options Input Device Debug Help File Options input Device Debug Help Jun 18 12 27 pm Gra mo EE New Event N Jun 18 12 26 pm F New Event al sig e Discard Show Today Discard Show Today 104 Find Event i Find Event 11p4 Go To Date 4 Go To Date Refresh Refresh F View ul ul nl nl O RTI gt lt A Yvo A e Day View 9 Next Day Next Day Previous Day Previous Day e Month View 7 Reminder Alerts Reminder Alerts gt Pc Tips Figure 30 Calendar Options Pressing the will bring up the following options New Event This option allows you to add a new calendar event meeting from your device The following details would be required for adding a new event Danger hiptop Simulator File Options Input Device Debug Help New Event Meating neal a Event Sidekick Status Review Location Santa Clara Start Date Jun_17 20098 Ew End Date Jun 17 2009 x 2 00 pmj All Day Event Reminder Remind M
26. d call you 2 We can discuss this issue later 2 will call you as soon as possible 4 Congratulations 24 Thank you Sidekick Sync Danger hiptop Simulator File Options Input Device Debug Help Jun 5 6 57 pm G Talim Discard gt ld Su 2 will respond to your email shortly 2 Iwill be on leave from 2 Have a good weekend 2 Happy Birthday 2 When should call you 2 We can discuss this issue later 2 will call you as soon as possible 2 Congratulations 2 Thank you Figure 17 Quick message page with options New Allows you to create a new message template Enter the required text and save by clicking on Done Edit Allows you to modify an existing quick message template from the list Discard Discard a quick message using the Discard option 2 Danger hiptop Simulator File Options Input Device Debug Help Quick Messages Jun 8 3 24 pm G Toal How are you 2 will get back to you 2 wil Congratulations 2 Thank you Figure 18 Create a New Quick message Clicking on the Header of the mail will navigate to the Read Mail screen This contains the details of the email From Subject Body etc 7 23 2009 User Guide Sidekick Sync 2 Danger hiptop Simulator E Bi banger hiptop Simulator File Options Input Device Debug Help File Options input Device Debug Help Jan 1 5 36 am e Penal tt Inbox 15 22 Jun 17 7 02 pm From Subject
27. e contacts list from the MS Exchange Outlook PIM You may then choose from the listed contacts to add to the To Cc or the Bcc fields Groups You can use the group option to send mail to all email addresses listed under a group Clicking on Groups will display a list of available groups from which you can select and add If no predefined groups are present then Empty will be displayed Send Use the Send option to send the mail to the destination Save as Draft Use this option to save the composed mail to the Drafts folder for sending to later Add To Allows you to add additional To field to enable adding more email ids Add Cc Displays the Cc field where recipient email ids can be entered The Cc text entry field is not displayed during the initial view of the Compose Screen Add Bcc Displays the Bcc field where recipient email ids who must be blind carbon copied can be entered The Bcc text entry field is not displayed during the initial view of the Compose Screen Discard Edit Allows you to discard the composed mail and return to previous view ions Input Device Debug Help Compose May 27 5 16 am O Search Outlook Contacts ST Groups From Send Save as Draft Add To Subject Regarding change request Add Cc To abbjayOmailhost net Priority Normal Add Bcc Discard Edit Change requests A Tips Figure 6 Compose new mail and Options Reply to Reply to an incoming mail You will be presented w
28. e application Action User navigates to the Calendar the very first time Behavior Sidekick Sync presents the Current Day view Use Case User is viewing the Day view for a past or a future month say January while the current month is June Action User clicks on Back or Jump key User is navigated back to the Main Menu User clicks on Calendar Behavior User will be navigated to the Day View for the Current Day Use Case User is viewing the Week view in a past or a future month say January while the current month is June Action User clicks on Back or Jump key User is navigated back to the Main Menu User clicks on Calendar again Behavior User will be navigated to the Week View for the Current Month Use Case User is viewing the Month view for a past or a future month say January while the current month is June Action User clicks on Back or Jump key User is navigated back to the Main Menu User clicks on Calendar again Behavior User will be navigated to the Current Month View with 28 7 23 2009 User Guide Sidekick Sync 5 4 Corporate Contacts The Corporate Contacts option allows you to search for Contact entries from the Global Address List on your MS Exchange Server Clicking on this option will bring up a text entry screen where you can enter the contact first name or last name that you wish to search You must enter a minimum of 3 characters for a successful search to be initiated The matched contacts wi
29. e it Periodic Sync provides you with an option of setting up your own schedule of when the device synchronization must be done automatically For e g if you want the synchronization to be done once a day at 8 0 clock every night you could set this time in the Periodic Sync settings and at the appointed hour the application will start and complete the synchronization with the MS Exchange Server You may use this feature if you are a light user and don t expect a lot of email or calendar events on your server and would like to be notified at set intervals about new items on your Server What are Corporate Contacts Corporate Contacts is a Global Address List maintained on the Corporate Server If you are a MS Exchange Server user all your Corporate contacts are organized under one common list called the Global address List You can search for contacts from the Corporate Directory List and then store that contact information on to your device You must specify a minimum of 3 characters for your search to be initiated on the Corporate Directory List What is conflict resolution and how do use it Conflict resolution is a feature that allows you to choose which data must take precedence during synchronization Since synchronization will update data on the Device and the Server sometimes it is possible that the same information Contacts or Calendar has been updated on both the Device and the Server You must specify what data you want kep
30. earch in subfolders Figure 12 Search mail The matching search results will be displayed with an option to navigate to the Next Previous pages Pressing the will bring up the following options Reply Use this option to reply to the sender of the mail from the Search Results page Reply All Use this option to reply to all recipients Forward Use this option to forward the mail to the desired recipients Home This will navigate you to the Main Menu of the application Save to Archive This allows you to download and store mail on the device for later viewing You can store up to 10 emails in the archive folder Pressing the will bring up the following options Reply to Reply to an incoming mail Reply All to send replies to all recipients of the mail Forward to forward a mail Email Header to view the full details of the mail like all email addresses time etc Save Email Id This option allows you to save email addresses from incoming mails directly to the handset s native PIM Delete Deletes a particular mail from the Archive Delete All Deletes all mails from the Archive Sort Allows you to sort the display window in any of the following order as shown in figure 13 Newer at Top Sorts and displays the Email headers screen with the latest email on top Older at Top Sorts and displays the Email headers screen with the oldest email on top Subject A Z Display is sorted by alphabetical order of Subject Su
31. ents that can be downloaded to the device from the MS Exchange server 7 7 23 2009 User Guide Sidekick Sync 5 HOME PAGE The Home Page or the Main Menu of Sidekick Sync provides you options on a GRID view The following options are displayed Email Contacts Calendar Sync Corporate Contacts also known as the Global Address List Help A ee I ES The Home Page or the Main Menu of Sidekick Sync is shown in the figure 3 below Matin Menu Contacts Calendar Sync Orporate Contacts Help Figure 3 Home Page Clicking on Email icon navigates you to the Inbox screen of the application with the latest 100 emails displayed 8 7 23 2009 User Guide Sidekick Sync 5 1 Email Email option on the Main menu of Sidekick Sync allows you to synchronize emails from your MS Exchange server to the device Sidekick Sync will synchronize and store up to 100 latest emails from your MS Exchange mail account E Danger hiptop Simulator File Options Input Device Debug Help i Inox 15 22 Jun 17 7 02 pm From Sub ject GT ui Albert Benomhu Regarding Call Follow Up 06 35 Mark Welton Check the issue 06 31 Mark Welton Exchange Account Details 06 29 Mark Welton Sidekick Sync Documents 06 26 Jhon Testing 06 20 Rui Silva involved in migration and implement 05 09 Neil Hobson the public Exchange newsgroups 05 08 Nathan Winters regarding call Follow up 05 07 Markus Klein sidekick Sync will synchronize 05 06 Henrik Walther pas
32. ep until the next schedule is due to be triggered 2 7 23 2009 User Guide Sidekick Sync 3 DEVICE REQUIREMENTS 3 1 Memory Requirements Free shared memory also called application memory at least 2MB Heap memory at least 3 MB 3 2 Keys used This manual makes references to function keys such as the Select OK key Back and CLR key While mobile phone manufacturers have attempted to standardize on key definition and location there remains some variation between handsets Sidekick Sync uses the following keys to perform the functions 3 3 Power End Key usually red This may be used to exit Sidekick Sync although it is not the recommended method Shutting the cover on a clamshell style mobile phone has the same effect 3 4 Up Down Left Right Keys Arrow keys These keys are used to move the cursor or to scroll through options menu items These keys are usually clearly marked with arrowheads on the handset 3 5 Clear Key CLR CLR key is usually a hard key a labeled key on the key pad Used for deletion in text entry mode CLR key may also be used to cancel action initiated by the user during Sidekick Sync is working animation CLR Key on each of the submenu items like Calendar or Email will navigate back to the Sidekick Sync Main menu 3 6 Back Key Back key is usually a soft key definition on screen This is used to navigate to the previous screen 3 7 Select OK Key May be a hard key a labeled
33. eric PIN entry and requires a minimum length then the same would be prompted to the User to change the PIN settings in accordance with the Device Policy settings on the Server During subsequent synchronizations the Policy settings are always updated from the server and then imposed on the client User must enter the PIN in the specified format in accordance with the Device Policy settings for access to the application If the PIN is incorrectly entered for the specified number of times as specified by the server then the application will initiate a local data wipe and proceeds to wipe off all Contact Calendar and Email information from the Device Note Consult your IT department for complete information on the Policy settings on your MS Exchange Server 4 2 2 Data Wipe Device management is available to users of MS Exchange Server 2007 whereas for the MS Exchange Server 2003 this feature is available only to the MS Exchange Server administrator Sidekick implements the following Data wipe directives 1 Remote Data Wipe To protect your device from unauthorized use and access to sensitive Contact Calendar and Email information especially when the Device is lost MS Exchange provides a Remote Data Wipe feature that allows an Administrator user to setup a device for data wipe remotely from the MS Exchange Server The Administrator user first identifies the device that must be set up for data wipe on the Administrator console of MS Excha
34. evice Debug Help Cona list Jun 5 6 34 pm Jun 5 6 35 pm ra New Contact ES ey TR Edit Contact TR Discard Contact Wittbrodt David if Refresh Wolf Carlos Sort Wolfgang Cynthia Search Outlook Contacts Wolfgang Daniel Contact Settings Wolfgang Fiona Tips Wolfgang Franz Wolfgang Quincy Wolfgang Quincy Wolfgang Selene Wolfgang Selene Wolkerstorfer Russell Wolkerstorfer Russell Wolkerstorfer Vivien Wolkerstorfer Vivien Wong John L Wong John L Worden Cecelia Worden Cecelia Figure 24 Contacts with the options page Pressing the will bring up the following options New Contact The New Contact option allows you to add new contact information to the Application s address book You can add up to a maximum of 2000 contacts to the address book Each contact in the application address book supports up to 14 different fields You can enter Name Personal information Phone Fax numbers email addresses and IM addresses El Danger hiptop Simulator File Options Input Device Debug Help Jun 8 10 53 am New Contact Tuo Name Personal Info Job Title Company Phone Mobile Home Figure 25 Add a New Contact Edit Contact The Edit contact option allows you to edit existing contact information from the Application s address book Once done the updated contact information is stored on the Application s address book Discard Contact Use this option to delete contact information on
35. figure below View Mails This option will allow you to view the mails in a particular folder View Subfolders Use this option to view subfolders within a folder View Root Folder Helps you to navigate back to the Root folder from a subfolder Back Navigates you back to the previous screen 11 7 23 2009 User Guide Sidekick Sync BR banger hiptop Simulator Danger hiptop Simulator File Options input Device Debug Help File Options Input Device Debug Help _ Folder List Deleted Items Drafts gt Inbox Junk E Mail Outbox O Outbox Sent Items Sent Items View Mails Jun 5 6 26 pm View SubFolder s G Tamm View Root Folder Figure 8 Server folders The following folders are created by the application on the device be default after an account is configured These are local folders and email information in these folders is available for offline viewing up to the specified limits Drafts The Draft folder can be used to temporarily save the drafted mails to be sent later This is a local folder Pressing the will bring up the following options Edit Allows you to edit the mail in the Drafts folder before being sent Send Use this option to send the mail Delete Deletes a particular mail from the Drafts folder Delete All Deletes all mails from the Drafts folder E Danger hiptop Simulator EZ Danger hiptop Simulator File Options Input Device Debug Help File Options Input Device Debug Help Dreams
36. g the will bring up the following options New Group Allows you to create a new Distribution list or a Group You must provide a Group name Proceed to add contacts Maximum of 10 mail ids from the Application s address book Once done the Groups page will display the list of available Groups Edit Allows you to edit the Group You may add or delete a contact in the Group Discard Delete a Group from the list of available Groups H Danger hiptop Simulator File Options Input Device Debug Help as May 27 6 08 am Gr aa Grao 429 Discard gt Figure 53 Groups Selecting a group and pressing the will bring up the following options Add Member s Add contact email addresses to the Group from the Application s address book Remove Member s Delete or Remove a contact email address from the Group 41 7 23 2009 User Guide F4 Danger hiptop Simulator File Options Input Device Debug Help eee 010 am Remove Member s G Tan jer aan A O EMAIL COM S AditiRemo lt uma remoba com gt Adrian Koblinger lt koblinger mail_host net gt Adrian Adrian lt adrian mailhost net gt Agatha Rector lt rector mail_host net gt Barreto Kathleen lt Barreto email com gt Chavez Jacob lt Chavez email com gt Cheek Andrea lt Cheek email com gt Dattatreya Mohan lt Dattatreya email com gt Figure 54 Create a Group 42 Sidekick Sync 7 23 2009 User Guide Sidekick Sync
37. inute s before Y Attendees Required markwQaol com alberts yahoo com My sl Figure 31 Add event meeting 24 7 23 2009 User Guide Sidekick Sync Event Enter a Title for the meeting Location Enter the location description for the meeting Start Date By default the current day is displayed You may change it by clicking on the date and then choosing the required date by using the Up down keys Use the Right Left keys to navigate to month day and year Start Time Select the Start time for the event meeting Use the Up down arrow keys to choose the required time Use the Right Left keys to navigate between hours and minutes End Date By default the current day is displayed You may change it by clicking on the date and then choosing the required date by using the Up down keys Use the Right Left keys to navigate to month day and year End Time Select the Start time for the event meeting Use the Up down arrow keys to choose the required time Use the Right Left keys to navigate between hours and minutes All Day Event Check this box if it is an all day event Reminder Allows you to set a reminder for the event Choose how much time in advance you would want to be reminded about the upcoming event as Minutes Hours Days or Weeks Note Enter notes if any for the event meeting Attendees By default this is unchecked Checking this option will term the event as a Meeting event with the following options becoming enabled Req
38. ish to delete the existing account before reconfiguring a new exchange account Resetting the account will remove all account information from the device deletes all application contact calendar and email information on the device and navigates you back to the Launch screen Clicking on Reset account will display a warning message indicating that all user and account information on the device will be removed Click on Yes to continue to reset all information Clicking on No will cancel the operation as indicated in figure below Jul 23 4 58 pm Main Menu G Talli Account Reset Reset will delete the existing account data and user information Do you want to continue Figure 52 Reset Account 40 7 23 2009 User Guide Sidekick Sync Sync Status Displays information on the Date Time and the Status of the last successful synchronization carried out from the Device The Sync Note carries information about synchronization failures and displays the Error Number Error Message the Date and Time at which the synchronization failed Create Groups Use this option to create a new distribution list and add email ids that you frequently use by grouping them under an Alias This is particularly helpful during sending a mail where you can quickly pick up and add one or more groups from the stored groups to the To Cc Bcc Required Optional or Resource fields before sending the mail or adding and event meeting Pressin
39. ith the Reply screen with the To field Cc and Bcc if available populated with the sender s email address lf you wish to edit the downloaded message before forwarding the same you may do so by checking Edit Downloaded message check box See figure 7 below Once done use the Send button to send the mail The original message will be appended to the edited mail at the server before being sent to the destination You can also add a signature to the outgoing mail Reply all to send replies to all recipients of the mail You will be presented with the Reply All screen with the To Cc and Bcc fields populated with the email address of the Sender and Cc and Bcc recipients If you wish to edit the downloaded message before forwarding the same you may do so by checking Edit Downloaded message check box See figure 7 below Once done use the Send button to send the mail The original message will be appended to the edited mail at the server before being sent to the destination You can also add a signature to the outgoing mail 10 7 23 2009 User Guide Sidekick Sync Forward to forward mails to the desired destination email address You will be presented with the Forward Mail screen where you can enter email addresses in the To Cc and Bcc fields and a message in the mail body If you wish to edit the downloaded message before forwarding the same you may do so by checking Edit Downloaded message check box See figure 7 below Once done
40. led with the following settings e Direct Push Active from 7 am to 6 pm All Weekdays e Periodic Sync Active from 6 pm to 11 pm at 1 2 hourly intervals All Weekdays and Weekends Active from 11 pm to 5 am the next morning at 1 hr intervals All weekdays 6 Congratulations You ve now created a Sidekick Sync account and ready to synchronize with your MS Exchange account Press OK to begin your first Synchronization Once the Synchronization is completed successfully you will be navigated to the Main Menu Note Ensure that you provide the correct credentials when setting up your account If you still continue to face problems with setting up your account or if you do not have the required server information consult your IT department for the same 4 7 23 2009 User Guide Sidekick Sync The following screenshots in Figure 1 from the application will guide you through the account set up process The screenshots below indicate the settings for the Server address SSL User Name Password Domain Email address and Time Zone B danger hiptop Simulator 3 JO E Danger hiptop Simulator File Options input Device Debug Help File Options Input Device Debug Help GMT 12 00 International Date Line West GMT 11 00 Midway Island Samoa GMT 10 00 Hawaii GMT 09 00 Alaska Enable SSL o GMT 08 00 Pacific Time US Canada User Name myexchangel GMT 08 00 Tijuana Baja California Password GMT 07 00 Chihuahua LaPaz Mazatlan
41. lert Allows you to set reminders for your events You can choose a specific ring tone that will be played as the reminder 26 7 23 2009 User Guide Sidekick Sync Danger hiptop Simulator File Options Input Device Debug Help 0 Jun 18 12 12 pm HA Wed C 1Y 2009 G Tal 8 9 gt 8 Sidekick Status R Reminder Alert 11 Certification Iss Select Ringtone 12 sm Sidekick Status R yma QA Meeting 3 EY Policy Changes S Figure 32 Reminder Alert Danger hiptop Simulator File Options Input Device Debug Help Jun 18 12 44 pm HA Wed 0 17 2008 G Talim 8 9 10 Sidekick Status Review 11 Certification Issues Meeting 12 im Sidekick Status Review yA QA Meeting 3 7E Policy Changes Status Figure 33 Day view Danger hiptop Simulator File Options Input Device Debug Help G Tal Week OF 0 14 2009 Jun 18 12 46 pm 8 Call Foll 9 User Manu Code Opti 10 Checkist E viesiyst 11 Certifica Device Re Screensho Sidekick Sidekick Pending I Policy Ch Policy Ch Figure 34 Week view 27 7 23 2009 User Guide Sidekick Sync E Danger hiptop Simulator File Options Input Device Debug Help Raf Jun 18 12 48 pm June 2008 Gram seo tue weas Figure 35 Month view Note The Calendar views are displayed in the following manner under different scenarios Calendar Views Use case Use Case User logs into th
42. ll be displayed in alphabetical order spanning across pages Clicking OK on a contact name will display the details for that contact Pressing the will bring up the following options Call Pressing on this option while the focus is on one of the displayed Phone numbers will dial the number for that contact Send Text Message Pressing on this option while the focus is on a displayed Phone number will open up the text input screen from where you can send a text message or SMS to the desired number Save contact Pressing on this option on the menu options we can add this contact to contact list r Jul 23 5 41 pm Seardh Results E Fali Alternate Recipient Remi Marcelli Brendan Rempel Brian Remfrey Brian Remick CFx NET Remoting Protocol Doc Team Darren Remington Dave Remy Deb Remboldt DMS Application Remediation Team Figure 36 Search Results screen f y Jul 23 5 44 pm eT Oh Personal Info Job Title SR FINANCE MANAGER Company MI 1 701 2816568 Phone amp Mes Mobile 1 Send Text Message Work 1 701 2816568 Email Email 1 drembold microsoft com Figure 37 Contact Details screen 29 7 23 2009 User Guide Sidekick Sync Jul 23 2 51 pm Tall 5 s ma Previous ETE Contact CFx NET Remoting Protocol Doc Team Darren Remington Dave Remy David Remmer DMS Application Remediation Team Dngr remedy Manna Damillara Fig
43. lp RS Commerce Hise Jun 5 6 37 pm 89 2000 Gral 0 Enter minimum 3 characters Enter Name DEN Wolfga Wolkerstorfer Russell Wolkerstorfer Vivien Wong John L Worden Cecelia Figure 26 Contact Search 2 eats hiptop Simulator File Options Input Device Debug Help O search Results Jun 8 10 55 am G Tmn LG Jessica Choi Biel Jessica Simpson Jessica Jessernig Graham1 Jessica Pfoser Jess Officel Jessernig Diana Diaz Jesse Diaz Jesse Jessica Biel Figure 27 Contact Search Results 22 7 23 2009 User Guide Sidekick Sync Jul 23 5 16 pm bave keny G Talin Personal Info Job Title SENIOR SDE Company MI 206 650 4399 Phone amp Mes Mobile 201 Send Text Message Work 1 425 5383119 X83119 Email Email 1 dremyemicrosoft com Figure 28 Call or send text message to contact Contact Settings Allows you to control the conflict resolution settings for the contact synchronization by choosing from the following options Keep Client changes Choosing this option will ensure that during subsequent synchronization the Client changes w r t Contacts and Calendar will take precedence Keep Server changes Choosing this option will keep the Server changes and discard client side changes if any to the same contact or calendar information lt Danger hiptop Simulator File Options Input Device Debug Help ES Contact List Jun 5 6 36 pm 89 2000 Gral 0 Wittbrodt Davi
44. nge Server Then the Administrator user chooses the particular device and issues a Remote Data wipe directive As soon as the Administrator user issues the Remote Data Wipe directive the MS Exchange Server will first remove that device from the partnership and then modify the Policy settings During the next synchronization request from the Device the MS Exchange Server will direct the device to update its Policy settings on account of a change since the last synchronization The device would then proceed to update the Policy settings during which it encounters a Remote Data wipe directive from the MS Exchange Server The Sidekick Sync application would then proceed to Wipe Off all the Application Contacts Application Calendar and Email information stored on the Device Once the device information has been successfully wiped off the application will send an acknowledgement to the MS Exchange Server after which the device will simply terminate the connection with the server The subsequent synchronizations from a device that has been wiped of all information will continue to fail The MS Exchange Server will update the device administration settings with a successful data wipe for the particular device 2 Data wipe on failed PIN attempts Based on the Server Policies Sidekick allows a fixed number of PIN attempts on the device When a user exceeds the number of attempts allowed for the PIN Sidekick sync will wipe off all application contac
45. non required formats Thumbnails Provides a thumbnail view of the attachments associated with a particular mail You can navigate through the thumbnail images and click one to view the details Table of Contents Displays the page information or the table of contents for the selected attachment In case of larger attachments spanning across several pages it is cumbersome to navigate through the pages sequentially to get to the target page In such cases one can choose to view the table of contents and then jump to a specific page of the attachment which saves time Back Navigates back to the previous page Close Closes the attachment window and navigates back to the Email screen 19 7 23 2009 User Guide Sidekick Sync supports viewing of the following attachment formats Sea SE SN h st tl t D PWN gt rO txt jpeg jpg png gif omp tif padf CSV doc X S docx XISX pptx El Danger hiptop Simulator File Options Input Device Debug Help Niachmen View Sidekick Sync System arraycop Figure 23 Attachments Thumbnail view 20 7 23 2009 User Guide Sidekick Sync 5 2 Contacts Selecting Contacts will navigate to the Contacts function You will be first navigated to the Contact List view with all the Contacts from the application s address book displayed B Danger hiptop Simulator 7 J0 EB Danger hiptop Simulator File Options input Device Debug Help File Options input D
46. p 5 Daleted koms 5 Jan 1 5 32 am From Sub ject e uo ETA Welton Exchange Account Details 06 17 z Exchange Account Details Nathan Winters regarding call Follow up 06 17 Nathan Winters regarding call Follow up Henrik Walther password History 06 17 3 Henrik Walther password History Anderson Patricio Equip your Exchange Server with Co 06 17 Anderson Patricio Equip your Exchange Server with Co 06 17 george contact Lookup Implementation 06 17 george contact Lookup Implementation 06 17 Figure 11 Deleted Items folder with options Search Mails enables you to search for particular mails in the INBOX or in any one particular folder or through all folders You may enter your search criteria in the following manner Start Date Specify the Start date from which the mails have to be retrieved End date Specify the End date from which the mails have to be retrieved Search Text Specify the search text Search In Specify the Parent folders to search in Drafts Outbox Inbox or Custom folders Search in Sub folders Specify if the search must include subfolders by toggling between YES NO Reset This will clear the previously entered search parameters and allows you to enter new search parameters 13 7 23 2009 User Guide Sidekick Sync 2 Danger hiptop Simulator File Options Input Device Debug Help Jun 8 10 49 am Search Mail Gram Start Date 6 8 2009 41 End Date 6 8 2009 y Enter Text S
47. ptions Input Device Debug Help Main l edit Account Server Address owa exchangecentral net Enable SSL User Name myexchange info Password Domain wng Email Address myexchangeOdomainlinfo Signature J Done y Figure 42 Edit Account What to Sync This option allows you to choose the Sync collections Email Contacts Calendar or All to be synchronized each time Check the box against the collection to either select or deselect the collection Checking against the item will enable synchronization for that collection Press Sync to save your settings and initiate synchronization for the selected folders f Jul 23 4 54 pm Wii to Smee G Talli UAM Email Contacts Y Calendar Figure 43 What to Sync folder collection Full Sync You can use this option to perform a full synchronization that will delete the existing Contact Calendar and Email information from your device and start a fresh synchronization This option must be used only in cases where you repeatedly encounter Synchronization error or if for some reason you are unable to get the updates properly 34 7 23 2009 User Guide Sidekick Sync Jul 23 4 55 pm Meina Menu G Talli Full Sync Alert Full Sync may take several minutes and will discard all Email Contacts amp Calendar information from your phone before starting a new Sync Would you like to do a Full Sync now
48. resent then Empty will be displayed Contacts Clicking on Contacts will bring up the contacts list from the Device s address book You may then choose from the listed contacts to add to the Optional attendees list 25 7 23 2009 User Guide Sidekick Sync Corporate Contacts Clicking on Corporate Contacts will bring up the contacts list from the MS Exchange s Global Address List You may then choose from the listed contacts to add to the Optional attendees list Outlook Contacts Clicking on Outlook Contacts will bring up the contacts list from the MS Exchange Outlook PIM You may then choose from the listed contacts to add to the Optional field Resource Clicking on this option will bring up a screen where you can enter the recipient email addresses for the Resource list Pressing the will bring up the following options Groups You can use the group option to send mail to all email addresses listed under a group Clicking on Groups will display a list of available groups from which you can select and add If no predefined groups are present then Empty will be displayed Contacts Clicking on Contacts will bring up the contacts list from the Device s address book You may then choose from the listed contacts to add to the Resource attendees list Corporate Contacts Clicking on Corporate Contacts will bring up the search screen and prompts the user to enter a search string to search on the Exchange se
49. rnal Senders Enables out of office auto replies for the incoming emails received from external senders who are not part of your organization External Known are the senders who are not a part of your organization but are known to you i e contacts that are part of your address book External anyone Enable auto replies to all the senders from outside your organization Today Choose this option to enable Out of office only for the current day 12 01 am to 11 59 p m Select Duration Choose this option to select the duration for which Out of Office must be enabled Start Date and Time Choose the start date and time from which Out of office must be enabled End Date and Time Choose the end date and time after which Out of office must be disabled No Duration Choose this option to set Out of office with no end time 39 7 23 2009 User Guide Sidekick Sync Internal Reply Edit your response that must be sent for mails from senders who are within the organization External Reply Edit your response that must be sent for mails from External Users Save your settings to update the same on the server The Out of office settings are shown below Mein U out Of Office Out Of Office Types External Senders O External Known External Anyone Duration De Figure 51 Out of Office Reset Account Use this option to reset your current account information Particularly helpful if you w
50. rvers Global Address List You may then choose from the listed contacts to add to the Resource attendees list After the required information is entered press on Done to automatically save the event on the Server You may also use the Left Soft key LSK options to choose to Save on Phone Outlook Contacts Clicking on Outlook Contacts will bring up the contacts list from the MS Exchange Outlook PIM You may then choose from the listed contacts to add to the Resource field Discard Allows you to delete an event from the application s calendar Show Today This will navigate you to the current day s calendar events Find Event Allows you to search for a particular event on the calendar by Title Go to Date Using this option you can navigate to the calendar event of any day month year This option is particularly helpful if you want to jump directly to a particular event meeting view Refresh This will refresh your local calendar view by initiating calendar synchronization and then displays the calendar data along with recently added events meetings View Provides options for different calendar views Day View Will navigate you to the current day view Week View Will navigate you to the Week view of your Calendar Month view Displays the calendar events for the month Next Day Allows you to navigate to the Next day s calendar view Previous Day Allows you to navigate to the previous day s calendar view Reminder A
51. s on the Device All the data transmissions are SSL encrypted L amp j Danger hiptop Simulator m Danger hiptop Simulator File Options Input Device Debug Help File Options input Device Debug Help j d W Hate Introduction N ad y Welcome to Sidekick Sync Sidekick Sync helps you to synchronize Email Contacts and Calendar directly with your Microsoft Exchange Server using Microsoft Active Sync protocols Configure an account and choose the appropriate Time zone Press Done to continue Done y Figure Introduction Screen 1 7 23 2009 User Guide Sidekick Sync 2 USING SIDEKICK SYNC Once Sidekick Sync is installed and configured you will be asked to choose the folders that you want to synchronize contacts calendar email or all Every device containing the Sidekick Sync application that wants to synchronize information with the MS Exchange server must establish a partnership with the MS Exchange server After an initial device identification and handshake the device is allowed to synchronize with the server This partnership is active till the Administrator removes the device from the partnership or as decided by the Device Policy settings administered on the server Based on your choice of folders to be set up for synchronization the application will establish a partnership with your MS Exchange Server start the synchronization and download your Contacts Calendar and Email data on to your device
52. send the mail via the MS Exchange Server which in turn will attach the body of the original mail before sending it to the destination Accept Use this option to accept a Meeting File Options imput Device Debug Help Request May 29 1 03 am Tentative Use this option if your attendance is Gral Reply All Forward Accept Tentative Decline tentative or not sure Decline Use this option to decline the meeting invitation Discard Fetch More Attachments List Tips applicable to meeting request emails only These options are disabled for regular emails Figure 20 Meeting email options Discard Use this option to delete the current mail Fetch More Usually 2 KB of mail body is fetched each time Using this option you can fetch the next part of the mail body Attachments List Displays a list of all attachments associated with an email Pressing the will bring up the following options Fetch Allows you to fetch the desired attachment The attachment is displayed in the View window Back Navigates back to the previous screen 18 7 23 2009 User Guide EB Danger hiptop Simulator File Options input Device Debug Help Jan 1 5 39 am Tail Reply All Forward Accept Tentative Decline Discard Fetch More Attachments List Tips Reply R om Tees com z 7 v 5r ps se es lt a Sidekick Sync Danger hiptop Simulator File Options Input Device Debug Help Jun 8 3 1
53. set Account to delete the account information Reset the device and then open application configure freshly 8 I receive a Login Fail error message whenever try to synchronize my device with Microsoft Exchange Server Resolution You will see this error if the account credentials username and password that you are using is wrong Verify your account details and enter the correct details by contacting your IT department 47 7 23 2009 User Guide Sidekick Sync 9 DISCLAIMER amp COPYRIGHT INFORMATION Warning and Disclaimer Every effort has been made to make this document as complete and accurate as possible but no warranty is implied The information provided is on an as is basis We assume neither liability nor responsibility to any person or entity with respect to any loss or damage arising from the use of this product or the information contained in this document Trademarks Microsoft Exchange is either a registered trademark or trademarks of Microsoft Corporation in the United States and or other countries 48 7 23 2009
54. sidekick Sync User Manual Version 1 0 24 REVISION HISTORY Document Revision Date Created by Summary of Reviewed Section Page Version Change By Changed April 24 2009 Raj Mane Initial Draft Raj Entire document Sridhar Settings Screenshots features July 13 2009 Updates to feature Sync Status Sync descriptions Schedules Turn ON OFF Sync Save event on Server 1 0 24 July 23 2009 Ramana Replaced updated Ramana Sections 4 5 6 7 Umapathi images and and 8 updated few sections June 8 2009 Raj Mane Updates to Raj Entire document Sridhar screenshots Modified the features 0 1 1 1 2 r 1 1 r r 3 1 a2 3 3 3 4 3 5 3 6 3 7 5 2 5 3 5 4 5 9 5 6 Del O CO N TABLE OF CONTENTS PRODUCTIE CRIE EIO E EE RAEE E shades 1 E DI Ge S N Cata oda 2 DEVICE REO UIRE MEIN ESA AAA AAA AAA 3 Memory REUE SIN ita taa 3 Keys USEC AAA A AAA AA naan amauta 3 Boyer Badia a E E EE R 3 Up Dowa Lett Right Keys Artow Keys isa 3 GaC REACER ania diate ada 3 Dar ora A N NA 3 geleer OR OS 3 ABRETCATION ie oid TUP adas a 4 A Seno up Sidekicks Syne On Out dev CS daa 4 qa Device occu ANG POL Paria 5 Alt e y qn ossast stoedyen eabestsitesysnelaneetatsaue NA ATA 5 A DAIN se 6 Bi SS E I meak DN CO O AA o N E O 7 HOME PA E EAE EOT T OETA A OORO 8 TR NT 9 CONTACES asis 21 as ae eh seee T T E R E E A eter ter rree renee rretcrert 24 COPOS CO ACT Se A E N 29 Oaa e a a A ra ere rene oa 31 E EE
55. sword History 05 05 Anderson Patricio Equip your Exchange Server with Co 05 04 Marc Grote Modifying Active Directory permissi 05 03 hussey contact Lookup Implementation 04 39 nsnanrra cantact laabkiin Imniamantatinn nano JDHOOBABRBRBBBBLBAB Figure 4 Inbox page Clicking on an Email will take you to your email Inbox page that displays the headers of the emails from your Inbox Pressing the will bring up the following options menu FA Danger hiptop Simulator E File Options Input Device Debug Help New Message NO ee gt pm Reply All E Forward 06 31 Discard Account Details 06 29 Refresh ync Documents 06 26 Mark Unread 06 20 Mark Read n migration and implement 05 09 Exchange newsgroups 05 08 call Follow up 05 07 sync will synchronize 05 06 History 05 05 d Settings r Exchange Server with Co 05 04 Tips Active Directory permissi 05 03 Vz Russey contact Lookup Implementation 04 39 nanrma cantact I anltiuin Iimnlamantatinn NA 20 Folders Save To Archive Sort a O gt a 3 mm mt a y O Ga a lo Figure 5 Inbox page showing options New Message Clicking on this option will bring up the compose mail screen that allows you to compose a new mail and add recipient addresses to it before sending it Pressing the will bring up the following options as shown in Figure 6 9 7 23 2009 User Guide Sidekick Sync Search Outlook Contacts Clicking on Search Outlook Contacts will bring up th
56. t by choosing the conflict resolution options Keep Server changes or Keep Client changes Choosing the former will ensure that changes on server will be kept these will be downloaded to the Device Choosing Keep Client changes will ensure that changes on the Client will be kept and changes from client will be written to the server What is Full Sync and when do use it Full sync is a full synchronization process wherein all the contact calendar and email information on the device is erased first before contacts calendar and email information from the MS Exchange Server are downloaded to the Device Generally the synchronization process only brings in the updates and keeps the server and the device current But sometimes you may face some problems during synchronization which may be due to faulty network or bad responses from your MS Exchange Server In such cases you may not be able to proceed with the regular synchronizations in which case you have to initialize the Full Sync How many emails from my MS Exchange Server will be fetched to my device during synchronization Sidekick Sync fetches and stores the latest 100 emails from your MS Exchange Server account and displays them on the Device You will be presented with the Mail Headers first before proceeding to view the complete mail What is the What to Sync option What to Sync option allows you to choose the collections that must be s
57. t calendar and email data from the device The user is displayed with a warning message after the first few attempts and again on the last attempt indicating that data wipe is going to be carried out if the user enters a wrong PIN one more time User is also provided with an option to reset the PIN 6 7 23 2009 User Guide Sidekick Sync 4 2 3 PIN Reset User is also provided with an option to reset the PIN When the warning message is displayed on the last attempt to the user that data wipe is going to be effected an option for PIN reset is also displayed alongside On choosing Yes for PIN reset user is navigated to a page that prompts user to enter the MS Exchange account password If the user enters the correct MS Exchange password then user will be allowed to enter a new PIN in place of the old PIN and prompted to confirm the new PIN The PIN will then be reset 4 2 4 Device Policy Sidekick Sync enforces the following exchange server policies on the device Alphanumeric PIN Required Controls the access to the Application using a PIN to identify the user Minimum Password Length Defines the minimum length of the PIN that must be entered by the user Remote Data Wipe Implements the device data wipe feature on a Remote wipe directive Maximum PIN failed attempts Implements the device data wipe feature on user exceeding the maximum number of PIN attempts allowed Max Attachment size Controls the maximum size of the attachm
58. uired Clicking on this option will bring up a screen where you can enter the recipient email addresses of the Required attendees list Pressing the will bring up the following options Groups You can use the group option to send mail to all email addresses listed under a group Clicking on Groups will display a list of available groups from which you can select and add If no predefined groups are present then Empty will be displayed Contacts Clicking on Contacts will bring up the contacts list from the Device s address book You may then choose from the listed contacts to add to the Required attendees list Corporate Contacts Clicking on Global Address List GAL Contacts will bring up the contacts list from the MS Exchange Global Address List You may then choose from the listed contacts to add to the Required attendees list Outlook Contacts Clicking on Outlook Contacts will bring up the contacts list from the MS Exchange Outlook PIM You may then choose from the listed contacts to add to the Required field Optional Clicking on this option will bring up a screen where you can enter the recipient email addresses of the Optional attendees list Pressing the will bring up the following options Groups You can use the group option to send mail to all email addresses listed under a group Clicking on Groups will display a list of available groups from which you can select and add If no predefined groups are p
59. users Add the Internal Reply message for the co workers within the organization and 3 External Senders Enables out of office auto replies for the incoming emails received from external senders who are not part of your organization External Known are the senders who are not a part of your organization but are known to you i e contacts that are part of your address book External anyone Enable auto replies to all the senders from outside your organization What is Sync Status The Sync Status option allows you to view the status of your last synchronization that was performed from the device The information includes the Status of the Last synchronization time and date information of last synchronization for each collection item Email Contact and Calendar In case of any errors during the synchronization the Error Number Error message along with the Date and Time are displayed What is Sync Now and Sync Later Once account is validated application prompts a message to select Sync Now or Sync Later On Sync Now selection application initiates the sync of email contacts and calendar and enables the default sync schedule With Sync Later applications not sync any collections and turn the default sync off User can sync data as needed or change the sync choices by selecting Menu gt Settings gt What to Sync The default sync schedule can be enable by selecting Menu gt Settings gt Turn Sync
60. ynchronized between the Device and the server These elements Email Contacts and Calendar are called the Sync Collections You have to specify what collections have to be synchronized by checking the appropriate box Only the selected collections will be synchronized with the MS Exchange Server during subsequent synchronizations How do disable the Direct Push option To disable the Direct Push option first launch Sidekick Sync which will navigate to the home page Clicking on the will bring up the Options gt Sync Schedules gt Schedule List Choose the schedule that you wish to deactivate Direct Push or Periodic Sync Select Menu gt Deactivate What is Time Zone setting Time Zone identifies the time zone that you operate from This setting is extremely important to ensure that the Reminder and Alert settings as also your Calendar views work as desired This is especially true if you are traveling across time zones 45 7 23 2009 User Guide Sidekick Sync 16 17 18 What is Out of Office and how do use it Out of Office setting allows you to send automatic responses to sender emails with a custom message to indicate that you are away from office for a specific duration You must specify the date and time between which the Out of Office messages must be sent as replies to incoming mails You can customize two types of response messages for 2 Internal i e by default out of office is enabled for Internal

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