How do I configure Exchange ActiveSync on a Windows Mobile 5.0 Smartphone?

To configure Exchange ActiveSync at Indiana University on a Windows Mobile 5.0 Smartphone:

Note: The following instructions were tested on an AT&T 2125 Smartphone. Settings may vary slightly from device to device.

1. From the Start menu, choose ActiveSync from the list of programs.
   
   
2. At the bottom of the ActiveSync screen, press the button under "Menu", and then Options. On the Options screen you will choose which items to synchronize with IU's Exchange server.
   
   
3. You may change the settings for each item by selecting it and pressing Settings... at the bottom of the screen:
   
   
   • Contacts: You cannot change synchronization settings in this menu.
   • Calendar: You may choose the range of calendar items to be synchronized.
   • E-mail: You can set limits for message size, the number of previous messages retained, and attachment size.
   • Tasks: You cannot change synchronization settings in this menu.

   To exit the options menu and return to the ActiveSync main page, press Done at the bottom of the screen.

4. On the main ActiveSync screen, press Menu at the bottom of the screen and choose Schedule. In this menu, you will set the interval at which the device checks the Exchange server for information. You can configure the frequency of synchronization during peak hours (working hours) and off-peak hours (after work and weekends). To see a drop-down menu for each item listing time intervals ranging from five minutes to four hours, press Navigation while the dialog box is selected. You may also synchronize manually at any time.

   Note: You may wish to use off-peak settings when you are roaming outside your cellular provider's network. To do so, click the appropriate checkbox.

   The option to send outgoing items immediately is also available. If this option is selected, your outgoing messages will be sent when you tap Send after completing a message. If you do not select this option, mail will be sent at your selected synchronization interval or manually. If you wish to use the Microsoft Always Up To Date (AUTD) feature, at the bottom of the Schedule screen, press Menu and choose Device Address. This option will allow the Exchange server to notify your phone that a message or calendar event is pending for delivery. Once you have finished with these settings, press Done at the bottom of the screen to return to the ActiveSync main screen.

5. At the bottom of the main ActiveSync screen, push Menu. Choose Status or press 3 on the keypad. The status screen displays information about the last synchronization and the last attempt at synchronization for both the Exchange server and your desktop computer. To return to the main menu, at the bottom of the screen, press Done.
   
   
6. From the main menu, press Menu. Choose Configure Server, or press 4 on the keypad. In the dialog box, under "Server Address", enter www.exchange.iu.edu . Check the box marked This server requires an encrypted (SSL) connection. At the bottom of the screen, press Next. Enter your Exchange username and password and the IU domain name (ADS). Press Save Password in the dialog boxes provided.
   
   
7. Press Next. On the Options screen, you can choose the items you wish to sync with the Exchange server. When an item (i.e., Calendar, E-mail, Contacts) is selected, press Menu at the bottom of the screen and choose Settings. You will be able to set the amount and size of mail or the date range of the calendar, depending on the item you selected from the options screen. When you have finished, at the bottom of the screen, press Done. At the bottom of the Options screen, press Finish.
   
   
8. Once you have pressed Done, you should be at the main ActiveSync screen. At the bottom of the screen, press Sync to start the synchronization process.
   
   
9. After your initial synchronization, an information screen should appear with the message, "Your device can synchronize items as they arrive, keeping you always up to date. Would you like ActiveSync to adjust your schedule to keep you up to date?" You can choose yes or no. You can change this setting back to a timed interval by accessing the schedule menu described in step 4 above.

   Note: The AUTD feature uses SMS or text messages to notify your phone. Some cellular providers charge for SMS or text messages separately from an Internet data plan. Contact your cellular provider for details.

   Note: If you are using a limited data plan, you may want to restrict message size, attachment size, and the frequency of synchronization. You can at any time choose to download complete messages by scrolling to the bottom of a message and choosing Get the rest of this message. You can also mark attachments individually for download by selecting an attachment and then pressing OK or Enter on the phone. A message should appear to indicate that the attachment will be downloaded, or the icon next to the attachment will change to reflect that it is marked for download.

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