How to set up Palm Treo smartphone by mikeholy


									          How to set up a Windows Mobile 5 device
      (Including: Palm Treo 700w Smartphone, and Dell Axim X51 Wireless-enabled PDA)

                                           Jeff Bishop
                                        Associate Director
                                     ILR Technology Services

                                        February 24, 2006

1) Unbox and activate the phone or connect the device to the Red Rover
   wireless network

2) Calendar, contacts, task list
   SyncML from Synthesis is the software that provides a wireless
   connection to Cornell’s Oracle Calendar server. This program is installed on the mobile

   a) Download and install (directly from the phone)

       SyncML Standard v. or

       or SyncML Professional v.

       The Standard version ($25) requires the user to initialize wireless synchronization while the
       Pro version ($60) adds an automated wireless sync option. See the manual for
       configuration options.

       SyncML will run in evaluation mode for 30 days (counting from the date you first use it).
       After this free evaluation period, in order to continue using the software, you need to buy a
       license. You can do so on-line (see "buy at Kagi now" links on the website or click here).
       After buying a license, you will receive
       a registration code by email. Entering
       this code will remove the 30 day limit
       from the software.

   b) Configure client (Pro version shown)

       i) Start the "Synthesis SyncML" application
          by selecting it from the start menu. It will
          show its main screen as shown on the right:

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      ii) Click ExtrasProfile Settings... and provide the following values:

         SyncML Server URL:

         User and Password:
         use your netid and your Oracle Calendar

         In the"Synchronize" box, check Contacts,
         Events and Tasks.

      iii) Click the "Organizer" tab to configure the
           following settings:
           Contacts Server Path:

         Events Server Path:

         Tasks Server Path:

         Sync Mode:
         This is mostly automatic, you seldom need to
         change this setting. For initial sync with a
         server, a "slow sync" automatically occurs. For
         subsequent syncs with the same server, "normal
         sync" mode will be used (as shown to the right).
         A "slow sync" is called slow because it includes
         that all data is sent from the device to the server
         which can take some time. The server takes an
         inventory of the device's data, so it'll be able to
         use "normal sync" (only changes are
         transferred, which is of course much faster) in
         subsequent syncs. Thus, in an ideal world, there
         would be no need for further slow syncs.
         However, as mobile internet connections are not
         ideal, that is, they sometimes are interrupted in
         mid-sync, slow sync is also used to re-
         synchronize after a failed synchronization.
         Note that this happens automatically, so you
         don't need to change the mode to slow sync

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      iv) [Pro version only] Set AutoSync options for
          unattended synchronization with the Oracle
          Calendar server. In the example to the right, the
          device will sync every five hours between 7am
          and 5pm M-F if the battery is at least 60%

      v) Click OK to save your settings

   c) Importing Contacts into your Oracle Address
      Contacts can be entered or imported into Oracle
      Calendar and are then stored on the Oracle Server,
      mobile device and your PC for safe keeping.
      i) Export your existing contacts or Address Book
           to a vCard file or Comma/Tab delimited file. If
           using comma or tab delimited, make sure the
           first row of the file contains descriptive field
      ii) On your PC, open Oracle calendar.
      iii) From the File menu, select Import Data.
      iv) Follow the on-screen prompts, press F1 for

   d) Retrieving Published contacts
      A third party can share their Oracle
      Calendar contacts by Publishing them
      for you.
      i) Ask the third party to Publish their
           Address Book to your account
           (FileAddress BookPublish).
      ii) Open your Oracle Calendar and
           Retrieve the published Contacts
           (FileAddress BookRetrieve Published).
      iii) Press F1 in Oracle Calendar for additional
           details on this procedure.

3) Email
   a) Open Messaging (Outlook 2002 for Windows
   b) Click MenuToolsNew Account
   c) Enter your Email address, click Next
   d) Enter your Name, NetID and password, click Next
   e) Select the account type IMAP or POP (if you are
      not sure select POP), click Next

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   f) Enter your Incoming Mail server (check email settings if you are not
   g) Type
      in the Outgoing Mail server field.
      NOTE: The :587 at the end of the address is
      critical if you wish to send mail from off-campus
      networks. This MUST be entered when you create
      the account. It doesn’t work if you forget and add
      it later to an existing account. If this happens you
      can either create another account on the device or
      do a Hard Reset to clear everything and start over
      (see below).
   h) Click Options and decide how often to check email automatically. If you don’t check this
      box, you can still check manually when ever you
      want. Click Next.
   i) Enter the number of days you want to display
      messages (hint: keep this number low unless you
      are on the road). This can be changed as needed.
      Check all the boxes as shown and click Outgoing
   j) Enter your NetID and password again, click save
      password and Require SSL for outgoing mail.
      Press OK, then Next.
   k) Select your options for getting mail. Click Finish.

4) Set a password for the device
   This is very important to avoid loosing valuable
   information. Your email and Oracle passwords are stored on the device. Anyone that finds or
   steals the device will also have your data. Set an automatic timed lock out to reduce your
   exposure to information theft.
   a) StartSettingsPassword
   b) Check Prompt if device unused for 12 hours, set a password and click OK.
   c) You can set a password Hint if you want, but this is
       not recommended. NOTE: If you forget your
       password, you will have to Hard Reset your device
       and start over (see below).

5) Bluetooth
   If you have Bluetooth on your PC (available as a USB
   add-on for about $70), you can use it to send files to
   and from your mobile device. One limiting factor is
   that you can only transfer one file at a time via

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   a) Make sure Bluetooth is turned on and the device is paired to your PC’s Bluetooth system.
      Follow the instructions to add a device. HINT: most devices have a default passkey of
   b) From the PC: Right click your Bluetooth system tray icon and select send a file or receive
      a file. Click next, browse to the file you wish to send, click next
   c) If receiving a file, go to the device and open File Explorer, Browse to your file, tap and
      hold on the file to bring up the context menu. Select Beam File…

6) ActiveSync
   This isn’t necessary when using SyncML
   and Oracle Calendar, but can be handy for
   installing software and transferring lots of
   files to and from your phone. NOTE:
   This step must be completed by ILR
   Technology Services.

   a) To install ActiveSync: right-click
      Setup.exe on the CD, select Runas,
      enter credentials for your computer
      administrator account
   b) When Setup is complete, connect the
      device to the PC via the USB cable
   c) When prompted to start the
      Synchronization Setup Wizard, click
   d) In ActiveSync, click
      ToolsAdd/Remove Programs or
      Explore Device
   e) Refer to the help screens for more

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7) Hard Reset
   If you install questionable software or have other problems with your device (mine froze up a
   couple of times when I first got it), it may be necessary to do a hard reset. This procedure
   permanently erases everything off the device and restores it to factory default settings. The
   nice thing about this is that all of your data is stored on the Cornell Servers, so you won’t loose
   much. Just your preferences, settings and any files that are stored on the devices internal
   memory. Be sure to copy anything important back to your PC or to an external memory card.

   a) Turn off the device and remove external memory cards
   b) Open the battery door to expose the reset hole
   c) Press and hold the Power/End button while inserting the stylus into the Reset hole for about
      two seconds. When you let go you’ll be prompted to Erase All Data? Press Up on the
      navigation pad.
   d) Follow the prompts to Re-align your screen
   e) Take the phone out “Flight Mode” (A.K.A. turn it on), press and hold the Power/End
   f) Reinstall software and configure the device.

8) Free up Memory
   Once a program is open, Windows Mobile 5 keeps it in
   memory even if you hit OK to close the window. This
   speeds up launching the application the next time, but
   can chew up the limited RAM on the device. You use
   the task manager to close and remove programs from
   a) Press OPT-OK, or StartSettingsSystem
       tabMemoryRunning Programs
   b) Select programs that you don’t need open (leave
       Phone running), and click Stop.

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