Chapter 3 Microsoft® ActiveSync® ♦ Introduction ........................................................... 3-2 What is ActiveSync®? ............................................................... 3-2 ♦ Installing ActiveSync® ......................................................................... 3-3 Installing ActiveSync® on your computer .................................. 3-3 ♦ Synchronizing your device .................................. 3-5 Connecting your device to a computer ...................
Introduction What is ActiveSync®? The Microsoft® ActiveSync® is one of the important bundled programs in MyPal. With ActiveSync, you can synchronize the information on your desktop computer with the information on your device. Synchronization compares the data on your device with your desktop computer and updates both computers with the most recent information. For example: • • Keep Pocket Outlook data up-to-date by synchronizing your device with Microsoft Outlook data on your desktop computer.
Installing ActiveSync® The ActiveSync program is already installed on your device. To synchronize information on your device with your computer, you must also install ActiveSync on your computer. Install ActiveSync from the Companion CD that came with your product package. NOTE Before starting the ActiveSync installation, make sure that you have Microsoft® Outlook® installed on your computer. If you do not have Outlook, install the Microsoft® Outlook® 2002 from the Companion CD.
. Read the Overview before installing ActiveSync 3.7 to make sure that you perform the installation sequence correctly. 5. If you have not installed Outlook, install it now. Click Install Outlook 2002 and follow the screen instructions to complete the installation. 6. Click Download Connection Wizard and read the overview to see if you require the wizard. Follow the screen instructions to install the wizard on your computer. Return to the Main Menu when done. 7. Click Install ActiveSync 3.
Synchronizing your device Connecting your device to a computer To connect your device to your computer: 1. Place the device on the cradle. 2. Connect the AC adapter to the power connector on the cradle. 3. Connect the USB sync cable from the cradle to a USB port on your computer. To connect your device to your computer without the cradle: 1. Connect the traveling USB sync cable with 26-pin connector to the 26-pin connector at the bottom of the device. 2.
Setting up a partnership Immediately after you have completed the installation, the New Partnership wizard will start automatically to help you establish a partnership and customize your synchronization settings. At this point, you can decide exactly which types of information you would like to synchronize with your computer. A partnership is a file that allows you to synchronize your device with your desktop computer. This file is stored on your desktop computer.
On the Calendar Synchronization Settings window, for example, select from the options how you wish to synchronize the appointments on your device with your computer. Click OK. 4. Click Finish to complete setting a partnership. Immediately after you set up a partnership, ActiveSync® starts automatically and initiates the first synchronization between your device and your computer. Refer to the succeeding sections for more details on synchronization.
Checking synchronized information After your first synchronization, take a look at Calendar, Contacts, and Tasks on your device. You will notice that the calendar information in Microsoft Outlook on your computer was copied to your device, and the information that you have on your device was copied to your computer. NOTE 3-8 Open Microsoft Outlook on your desktop computer to see the details of copied information from your device.
Manually initiating synchronization Once you have set up ActiveSync and completed the first synchronization process, you can initiate synchronization from your device at any time. To manually initiate synchronization: 1. Tap , then tap ActiveSync to display the ActiveSync screen. Connection status Tap to connect and synchronize Tap to stop synchronization Tap to synchronize via IR or change synchronization settings 2.
Synchronization options The Microsoft ActiveSync program allows you to customize your synchronization settings at any time. You can select the items to synchronize, set the synchronization schedule, and specify the synchronization rules. To display the synchronization options: • • From the ActiveSync window on your desktop computer, click on the Options icon, or From the menu bar, click on Tools, then Options. To select items to synchronize: 1.
To set synchronization schedule: 1. Click on the Schedule tab. 2. Select your desired synchronization schedule. 3. Click OK when done. To specify synchronization rules: 1. Click on the Rules tab. 2. Select your desired settings from the available options. 3. Click OK when done.
3-12 Chapter 3
Chapter 4 Microsoft® Pocket Outlook ♦ Introduction ........................................................... 4-2 ♦ Calendar ................................................................ 4-2 Creating appointments ............................................................. 4-3 Using the summary screen ...................................................... 4-4 Creating meeting requests ....................................................... 4-4 ♦ Contacts ..........................................
Introduction Microsoft® Pocket Outlook includes Calendar, Contacts, Tasks, Inbox, and Notes. You can use these programs individually or together. For example, e-mail address stored in Contacts can be used to address e-mail messages in Inbox. Using ActiveSync®, you can synchronize information in Microsoft Outlook or Microsoft Exchange on your desktop computer with your device. You can also synchronize this information directly with a Microsoft Exchange server.
Creating appointments To create an appointment: 1. If you are in Day or Week view, tap your desired date for the appointment, 2. Tap New. Tap to select from a predefined text Tap to select from previously entered locations Tap to specify the time of appointment Tap to specify the date of appointment Tap to add notes to the appointment 3. Using the input panel, enter a description and a location. Tap to select the field. 4. If needed, tap the date and time to change them. 5.
Using the summary screen When you tap an appointment in Calendar, a summary screen appears. To change the appointment, tap Edit. Appointment details Notes/additional information on the appointment Tap to change details of the appointment Creating meeting requests You can use Calendar to set up meetings with users of Outlook and Pocket Outlook. The meeting request will be created automatically and sent either when you synchronize Inbox or when you connect to your e-mail server.
Contacts: Tracking friends and colleagues Contacts maintains a list of your friends and colleagues so that you can easily find the information you look for, whether you are at home or on the road. Using the infrared port (IR) on the device, you can quickly share Contacts information with other device users.
Creating contacts To create a contact: 1. Tap , then tap Contacts. 2. Tap New to display a blank contact form. 3. Using the input panel, enter a name and other contact information. You will need ot scroll down to see all available fields. 4. To assign the contact a category, scroll to and tap Categories, then select a category from the list. On the contact list, you can display the contacts by category. 5. To add notes, tap the Notes tab. You can enter text, draw, or create a recording.
Finding a contact There are four ways to find a contact. 1. On the contact list, enter a contact name in the box under the navigation bar. To show all contacts again, clear text from the box or tap the button to the right of the box. 2. In the contact list, tap the category list (labeled All Contacts by default) and select the type of contact that you wish to display. To show all contacts again, select All Contacts. To view a contact not assigned to a category, select None. 3.
Tasks: Keeping a to do list Use Tasks to keep track of what you have to do. Tap to select the category of tasks you want to display Tap to select a sort order of the task list Indicates high priority Tap to display or edit the task details Tap and hold to display a pop-up menu of actions Tap an action for the task Tap to create a new task Creating tasks To create a task: 1. Tap , then tap Tasks. 2. Tap New to display a blank task form. 3. Using the input panel, enter a description. 4.
5. To assign the task to a category, tap Categories and select a category from the list. On the task list, you can display tasks by category. 6. To add notes, tap the Notes tab. You can enter text, draw, or create a recording. For more information on creating notes, see “Notes: Capturing thoughts and ideas” later in this chapter. 7. Tap OK to return to the task list when done. TIP To quickly create a task with only a subject, tap Entry Bar on the Tools menu.
Notes: Capturing thoughts and ideas Quickly capture thoughts, reminders, ideas, and phone numbers with Notes. You can create a written note or a recording. You can also include a recording in a note. If a note is open when you create the recording, it will be included in the note as an icon. If the note is displayed, it will be created as a stand-alone recording.
Creating notes To create a note: 1. Tap , then tap Notes. 2. Tap New to display a blank note. 3. Create your note by writing, drawing, typing, or recording. For more information about using the input panel, writing and drawing on the screen, and creating recordings, see Chapter 2.
Inbox: Sending and receiving e-mail messages Use Inbox to send and receive e-mail messages in one of these ways: • • Synchronize e-mail messages with Microsoft Exchange of or Microsoft Outlook on your desktop computer Send and receive e-mail messages by connecting directly to an e-mail server through an Internet service provider (ISP) or a network Synchronizing e-mail messages E-mail messages can be synchronized as part of the general synchronization process.
Connecting directly to an e-mail server In addition to synchronizing e-mail messages with your desktop computer, you can send and receive e-mail messages by connecting to an e-mail server using a modem or network card connected to your device. You need to set up a remote connection to a network or an ISP, and a connection to your e-mail server. For more information, see Chapter 7.
Using the message list The messages you receive are displayed in the message list. By default, the most recently received messages are displayed first in the list. Tap to select the service, and the folder that you wish to display Tap to select the sort order for the messages Tap and hold to display a pop-up menu of actions Tap to connect, and to send/receive e-mail Tap to connect to the selected service When you receive a message, tap it to open. Unread messages are displayed boldface.
When you connect to your e-mail server or synchronize with your desktop computer, by default, you will receive messages from the last five days only, the first 100 lines of each new messages, and file attachments of less than 100KB in size. The original messages remain on the e-mail server or your desktop computer. You can mark the messages that you want to retrieve in full during your next synchronization or e-mail server connection. In the message list, tap and hold the message that you want to retrieve.
Composing messages To compose a message: 1. Tap New. 2. In the To field, enter an e-mail or SMS address of one or more recipients, separating them with a semicolon, or select a name from the Contacts list by tapping the Address Book button. All e-mail addresses entered in the e-mail fields in Contacts appear in the Address Book.
Managing e-mail messages and folders The behavior of the folders you create depends on whether you are using ActiveSync, SMS, POP3, or IMAP4. • • • • If you use ActiveSync, e-mail messages in the Inbox folder in Outlook will automatically be sunchronized with your device. You can select to synchronize additional folders by designating them for ActiveSync. The folders you create and the messages you move will then be mirrored on the server.
4-18 Chapter 4
Chapter 5 Companion programs ♦ Pocket Word .......................................................... 5-2 Creating Pocket Word documents ........................................... 5-2 Saving Pocket Word documents .............................................. 5-3 Opening an existing Pocket Word document ........................... 5-5 Modes of entering information ................................................. 5-6 ♦ Pocket Excel .........................................................
The companion programs consist of Microsoft® Pocket Word, Microsoft® Pocket Excel, MSN Messenger, Windows Media™ Player for Pocket PC, and Microsoft® Reader. To switch to a companion program on your device, tap Programs on the menu, then tap the program that you wish to open. Pocket Word Pocket Word works with Microsoft Word on your desktop computer to give you easy access to copies of your documents.
2. Tap New to display a blank document. 3. Use any of the tools in the input panel to type your text. Tap to save and close your document Type your text here Formatting toolbar Tap to select an input method Tap to show or hide the input panel Tap to show or hide the formatting toolbar Saving Pocket Word documents To save a Pocket Word document: When you have finished editing your document, tap OK. The document is saved using the first line as file name if you did not specify a file name.
To specify save options: 1. With the document open, tap Tools. 2. From the pop-up menu, tap Save Document As... to display the Save As screen. 3. Change the file name by simply typing a new one in the Name field. 4. Tap the down arrow in the Folder field to select a folder where you wish to place the file. 5. Tap the down arrow in the Type field to select a file format. You can save the document you create or edit in a variety of formats: • Word (.doc) • Pocket Word (.psw) • Rich Text Format (.
Opening an existing Pocket Word document Pocket Word contains a list of the files stored on your device. Tap a file in the list to open. To delete, make copies of, and send files, tap and hold a file in the list, then select the appropriate action on the pop-up menu.
Modes of entering information You can enter information in Pocket Word in one of four modes (typing, writing, drawing, or recording), which are displayed on the View menu. Each mode has its own toolbar that you can show or hide by tapping the Show/Hide Toolbar button on the command bar. If you are opening a Word document created on a desktop computer, select Wrap to Window on the View menu so that you can see the entire document. To change the zoom magnification: 1. Tap View, then tap Zoom. 2.
Writing mode In writing mode, use your stylus to write directly on the screen. Ruled lines are displayed as a guide, and the zoom magnification is greater than in typing mode to allow you to write more easily. For more information on writing and selecting writing, see Chapter 2. Write your text here With the Space button selected, drag to insert space. An arrow appears showing the space direction direction and size.
Drawing mode In drawing mode, use your stylus to draw on the screen. Gridlines appear as a guide. When you lift your stylus off the screen after ther first stroke, you will see a drawing box indicating the boundaries of the drawing. Every subsequent stroke within or touching the drawing box becomes part of the drawing. For more information on drawing and selecting drawings, see Chapter 2.
Pocket Excel Pocket Excel works with Microsoft Excel on your desktop computer to give you easy access to copies of your workbooks. You can create new workbooks on your device, or you can copy workbooks from your desktop computer to your device. Synchronize workbooks between your desktop computer and your device so that you have the most up-to-date contents in both locations. Use Pocket Excel to create workbooks, such as expense reports and mileage logs.
Creating Pocket Excel documents To create a new Excel document: 1. Tap , tap Programs, tap Pocket Excel. 2. Tap New to display a blank document. If you selected a template for new documents in the Options dialog box, that template appears with the appropriate text and formatting already provided. Saving Pocket Excel documents To save an Excel document: When you have finished editing your document, tap OK. By default, your document is saved as Book1 as file name.
To specify save options: 1. With the document open, tap Tools. 2. From the pop-up menu, tap Save Workbook As... to display the Save As screen. 3. Change the file name by simply typing a new one in the Name field. 4. Tap the down arrow in the Folder field to select a folder where you wish to place the file. 5. Tap the down arrow in the Type field to select a file format. You can save the document you create or edit in a variety of formats: • Pocket Excel (.pxl) • Excel (.xls) 6.
Securing your Excel document If your workbook contains sensitive or confidental information, you can protect it with a password. To set a password for your workbook: 1. Open the workbook. 2. Tap Edit from the command bar, then tap Password... to display the password setting screen. 3. Type a password in the Password field. 4. Re-type the password in the Verify Password field. 5. Tap OK when done.
Tips for working in Pocket Excel Take note of the following when working in large worksheets in Pocket Excel: • • • • • View in full-screen mode to see as much of your worksheet as possible. Tap View, then tap Full Screen. To exit full-screen mode, tap Restore. Show and hide window elements. Tap View, then tap the elements to show or hide. Freeze panes on a worksheet. First select the cell where you want to freeze panes. Tap View, then tap Freeze Panes.
MSN Messenger MSN Messenger on your device is an instant messaging program that allows you to: • • • See who is online Send and receive instant messages Have instant message conversations with groups of contacts To use MSN Messenger: You must have a Microsoft Passport™ account or a Microsoft Exchange e-mail account. You must have a Passport to use the MSN Messenger Service. If you have a Hotmail® or MSN account, you already have a passport.
Signing up To sign in to MSN Mesenger service: 1. Tap Tools then tap Sign in... from the menu. OR Simply tap the Tap here to sign in area. 2. In the sign-in screen, enter your e-mail address and password. Tap Sign In. NOTE If you already use MSN Messenger on your desktop computer, your contacts will show up on your device without being added again.
Working with contacts The MSN Messenger window shows all of your messenger contacts at a glance, divided into Online and Not Online categories. From this view, while connected, you can chat, send an e-mail, block the contact from chatting with you, or delete contacts from your list using the pop-up menu. To see others online without being seen, tap My Status in the Tools menu and select Appear Offline. If you block a contact, you will appear offline but will remain on the blocked contact’s list.
Chatting with contacts Tap a contact name to open a chat window. Enter your message in the text entry area at the bottom of the screen, or tap My Text to enter a preset message, then tap Send. To invite another contact to a multi-user chat, tap Invite in the Tools menu, then tap the contact that you want to invite. NOTE To switch back to the main window without closing a chat, tap the Contacts button. To go back to your chat window, tap Chats and select the person whom you were chatting with.
Windows Media Player for Pocket PC Use Microsoft® Windows Media Player for Pocket PC to play digital audio and video files that are stored on your device or on a network. To switch to Windows Media Player for Pocket PC, tap , tap Programs, then tap Windows Media.
Microsoft Reader Use Microsoft Reader to read eBooks on your device. Download books to your desktop computer from your favorite eBook web site. Then, use ActiveSync to copy the book files to your activated device. The books appear in the Reader Library. Each book consists of a cover page, an optional table of contents, and the pages of the book. You can: • Page through the book using the Up/Down control on your device, or by tapping the page number on each page.
Getting books on your device You can download book files from the Web. Just visit your favorite eBook retailer and follow the instructions to download the book files. Sample books and a dictionary ar also included in the MSReader folder in the Extras folder on the Pocker PC Companion CD. Use ActiveSync to download the files from your desktop computer to your activated device as described in the Read Me file in the MSReader folder. Using the Library The Library is your Reader home page.
Reading a book Each book consists of a cover page, and optional table of contents, and the pages of the book. Navigation options are listed in the bottom portion of the cover page. The first time you open a book, you will probably want to go to the first page or to the table of contents, if there is one. Subsequently, whenever you open a book, you will be automatically taken to the last page read. In addition to the text, each book page includes a page number and the book title.
Using Reader features Reading a book electronically gives you several options not available with paper books. These options are available from any book page. Select text by dragging across the text on the page. Then, tap an option on the pop-up menu, as described below. • • • • • • Search for Text. Find text in a book by tapping Find on the pop-up menu. Enter the word you want to search for, and tap the desired Find option. Reader highlights found text on the page. To close Find, tap outside the box.
