Palm 700wx - Treo Smartphone 60 MB User instructions

Setting Up Email on
Your Palm
®
Treo
™
700wx Smartphone

Intellectual property notices
© 2006 Palm, Inc. All rights reserved. Trademark, copyright, patent,
and other intellectual property notices are set forth on page ii within
the user guide entitled Using Your Palm®Treo™ 700wx, installed on
the user’s computer.
Disclaimer and limitation of liability
Palm, Inc. and its suppliers assume no responsibility for any damage
or loss resulting from the use of this guide. Palm, Inc. and its
suppliers assume no responsibility for any loss or claims by third
parties that may arise through the use of this software. Palm, Inc. and
its suppliers assume no responsibility for any damage or loss caused
by deletion of data as a result of malfunction, dead battery, or repairs.
Be sure to make backup copies of all important data on other media
to protect against data loss.
PN: 406-10669-00
v. 1.0

iii
Contents
Getting started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Which email application should I use? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Chapter 1: Setting up Exchange ActiveSync® . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Setting up your smartphone for an Exchange server . . . . . . . . . . . . . . . . . . . . . . . . 4
Displaying sent items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Installing a security certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Chapter 2: Setting up Messaging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Getting help with email setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Setting up your account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Setting up a VPN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Chapter 3: Accessing a Hotmail account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Chapter 4: Using the web browser to access email . . . . . . . . . . . . . . . . . . . . . . . . . . 23

iv

GETTING STARTED 1
Getting started
Your Palm®Treo™ 700wx smartphone
comes with four options for sending and
receiving email. Just like on your computer,
you can choose one of the email
applications to help you manage your
email. (Additional fees may apply for email
services.) This guide shows you the various
email options and walks you through
setting them up, so that you can use your
smartphone to get the most out of your
current email accounts.
This guide explains how to determine
which email application is right for each of
your existing email accounts. If you like,
you can set up more than one application
to work with separate email accounts.
NOTE Your wireless service provider may
provide additional email options. Check
with your provider for information.
Microsoft
Exchange
ActiveSync®
Messaging Pocket MSN Web browser
Enables you to
wirelessly
synchronize your
email and other
information directly
with the information
stored on a
Microsoft Exchange
Server 2003.
Enables you to send
and receive email
messages with a
corporate email
account or an
account you have
with an Internet
service provider
(ISP).
Enables you to send
and receive email
messages with an
MSN Hotmail
account.
Enables you to
access web-based
email.

GETTING STARTEDWHICH EMAIL APPLICATION SHOULD I USE?
2
Which email
application should I
use?
For Exchange ActiveSync to work with your
smartphone, your corporate email system
must be set up in a certain way. You can
set up the other email options yourself.
This table shows what you can do with
each of these options.
I can use … If I want to … For more information, I should
see …
Exchange
ActiveSync
Sync my email and personal (PIM)
information directly with my
company’s Exchange server if my
company uses Microsoft
Exchange Server 2003
“Setting up Exchange
ActiveSync®” on page 3
Messaging •Check email from a POP or
IMAP account
•Access email from multiple
email accounts
•Check fee-based Internet mail,
such as Yahoo! Mail Plus or
AOL
“Setting up Messaging” on
page 13
Pocket
MSN
Check my Hotmail account “Accessing a Hotmail account”
on page 21
Web
browser
Check other free web mail, such
as Gmail or Yahoo!
“Using the web browser to
access email” on page 23

CHAPTER
1
Setting up Exchange
ActiveSync®
If your corporation uses Microsoft
Exchange Server 2003, you may be able to
use Microsoft Exchange ActiveSync®on
your smartphone to send and receive
corporate email. With Exchange
ActiveSync, you can wirelessly synchronize
email, contacts, and other information on
your smartphone directly with Microsoft
Exchange Server 2003. Exchange
ActiveSync offers wireless push
synchronization of email and personal
information; as messages are received on
the server, they are automatically
downloaded to your smartphone. Exchange
ActiveSync also offers integration with your
corporate Global Address List (GAL).
BEFORE YOU BEGIN Do the following:
•Install the software from the Getting
Started CD.
•Make sure your phone is on and you have
subscribed to data services from your
wireless provider. Contact your service
provider for more information.
•Check with your system administrator
to make sure you have an account on
the Exchange Server.
•Work with your system administrator to
gather the following information:
•Exchange Server address and domain
name.
•Your username and password.
•Any special security requirements,
such as an SSL (Secure Sockets
Layer) authentication certificate. Your
system administrator should check
with Microsoft to determine if there is
any specific SSL authentication
certificate requirement.

SETTING UP EXCHANGE ACTIVESYNC®
SETTING UP YOUR SMARTPHONE FOR AN EXCHANGE SERVER
4
1
CHAPTER
Setting up your
smartphone for an
Exchange server
1On your smartphone, press Power/End
to wake up the screen, and then
press Center to turn off Keyguard.
2Press Phone/Send to go to your
Today screen.
3If you see Phone Off in the upper-left
corner, press and hold Power/End
to turn on your phone.
NOTE If you see No Service in the
upper-left corner, wait until you’re in a
coverage area before you continue.
4Press Start and select Programs.
5Select ActiveSync .

SETTING UP EXCHANGE ACTIVESYNC®
SETTING UP YOUR SMARTPHONE FOR AN EXCHANGE SERVER 5
1
CHAPTER
6Press Menu (right action key) and
select Add Server Source.
7Enter the server address. If your system
administrator indicated that SSL
authentication is required, check the box
if it is not already checked. Press Next
(right action key).
8Enter your username, password, and
domain. Your password can use
numbers and text. Check whether your
Shift Lock and Option Lock are active,
because they can affect the password
you are entering.
TIP If you have already set up an Exchange
Server account, Add Server Source does not
appear on the menu; Configure Server
appears instead. If you are already receiving
email on your smartphone from the server,
your server settings are entered correctly and
you can skip the rest of this procedure. If you
are not receiving email, complete the rest of
this procedure to verify or change your
account settings.
TIP The Exchange Server settings are
case-sensitive. Be sure to enter uppercase
and lowercase letters properly.

SETTING UP EXCHANGE ACTIVESYNC®
SETTING UP YOUR SMARTPHONE FOR AN EXCHANGE SERVER
6
1
CHAPTER
9If you want to enter your password each
time you access this account, do not
check the Save password box. If you
want your password entered
automatically, check this box.
10 (Optional) Select Advanced to set the
rules for fixing sync conflicts. Press
Next (right action key).
11 Check the boxes for the types of
information you want to synchronize
with Exchange Server.
12 (Optional) Navigate to the E-mail entry
and select Settings to do any of the
following:
•Change the number of days’ worth of
messages that are synchronized.
TIP Ask your system administrator if it is OK to
store your corporate email password on your
smartphone. For increased security, you may
be required to enter your password each time
you access your email.

SETTING UP EXCHANGE ACTIVESYNC®
SETTING UP YOUR SMARTPHONE FOR AN EXCHANGE SERVER 7
1
CHAPTER
•Change the maximum size of each
message that can be downloaded;
select All to download the entire
message regardless of size.
•Include attachments when
downloading messages.
•Press OK if you have finished, and
go to step 14, or select Advanced to
enter security options and go to
step 13.
13 (Optional) If you selected Advanced in
step 12, do any of the following:
•Check the first box to encrypt
outgoing email messages.
•Check the second box to sign
outgoing messages.
•Select Choose Certificate and select
a certificate needed for your SSL
connection. Press Select (left
action key). See “Installing a security
certificate” on page 10 for information
on installing a certificate on your
smartphone.
•If you choose any of the preceding
options, enter you primary email
address in the field.
TIP Ask your system administrator if you need
to enter any advanced security settings.

SETTING UP EXCHANGE ACTIVESYNC®
DISPLAYING SENT ITEMS
8
1
CHAPTER
Press OK when you have finished
entering advanced settings.
14 Press Finish (right action key).
When the setup is complete, you can
synchronize to retrieve email messages.
You can also set up a sync schedule to
automatically retrieve messages. See the
Quick Reference Guide for instructions.
Displaying sent items
After you set up your smartphone for an
Exchange Server, you can choose to display
sent messages in the Messaging
application. By default, sent messages do
not appear in an Exchange Server account.
1On your smartphone, press Power/End
to wake up the screen, and then
press Center to turn off Keyguard.
2Press Phone/Send to go to your
Today screen.
TIP If you set up a sync schedule and you did
not check the Save Password box in step 9 of
this procedure, do not choose the As Items
Arrive schedule option.

SETTING UP EXCHANGE ACTIVESYNC®
DISPLAYING SENT ITEMS 9
1
CHAPTER
3Press Messaging (left action
key).
4Press Left on the 5-way until your
Exchange Server account appears in the
title bar.
5Press Menu (right action key) and
select To o l s > Manage Folders.
6Check the box to the left of the Sent
Items folder icon.
7Press OK .

SETTING UP EXCHANGE ACTIVESYNC®
INSTALLING A SECURITY CERTIFICATE
10
1
CHAPTER
Installing a security
certificate
If your SSL connection requires a security
certificate, follow these steps to install the
required certificate from your computer to
your smartphone.
BEFORE YOU BEGIN Work with your
system administrator to obtain the required
security certificate on your computer. The
certification must be in DER encoded
binary X.509 format with a CER file
extension.
1On your computer, browse to the
certificate file, right-click the file, and
then select Copy.
2Connect your smartphone to the
computer using the USB sync cable.
3On your computer, double-click the
ActiveSync icon in the taskbar in
the lower-right corner of the screen.
4In the ActiveSync window, click To o l s ,
and then click Explore Pocket PC.
5In the Mobile Device window,
double-click the Personal icon.
Right-click in the Personal folder
window, and then select Paste. This
copies the certificate file from your
computer to your smartphone.

SETTING UP EXCHANGE ACTIVESYNC®
INSTALLING A SECURITY CERTIFICATE 11
1
CHAPTER
6On your smartphone, press Start
and select Programs.
7Select File Explorer.

SETTING UP EXCHANGE ACTIVESYNC®
INSTALLING A SECURITY CERTIFICATE
12
1
CHAPTER
8Select My Documents, and then select
Personal.
9Select the certificate file. When
prompted if you want to install the
certificate, select Ye s to continue.
10 When you have finished installing the
certificate, press OK .
TIP To verify that the certificate was installed
correctly, press Start, select Settings, and
then select the System tab. Select
Certificates; the certificate should appear on
either the Personal tab or the Root tab.

CHAPTER
2
Setting up Messaging
You can send and receive email messages
with an email account that you have with
an Internet service provider (ISP), an email
account that you access using a VPN
(virtual private network) server connection
(such as a work account), or any other
IMAP (Internet Message Access Protocol)
or POP3 (Post Office Protocol) email
account. You enter the settings for your
account in the Messaging application on
your smartphone.
BEFORE YOU BEGIN Do the following:
•Make sure you have subscribed to data
services from your wireless provider.
Contact your service provider for more
information.
•Work with your email provider or
system administrator to gather the
following information:
•Account type (POP3 or IMAP)
•Mail server name for receiving mail,
such as mail.company.com
•Mail server name for sending mail,
such as smtp.company.com
•Your username and password
•Any special security requirements,
such as SSL (Secure Sockets Layer)
authentication
•Check with your email provider to see if
you need to be logged in to their
network to send email messages.
NOTE You can set up more than one IMAP
or POP3 email account in the Messaging
application.

SETTING UP MESSAGING
GETTING HELP WITH EMAIL SETUP
14
2
CHAPTER
Getting help with
email setup
If you need help with email account setup
in the Messaging application, go to
www.palm.com/treo700wxqsm-support
and click the link for email setup.
Setting up your
account
1On your smartphone, press Power/End
to wake up the screen, and then
press Center to turn off Keyguard.
2Press Phone/Send to go to your
Today screen.
3Press Messaging (left action
key).
4Press Menu (right action key) and
select To o l s > New Account.

SETTING UP MESSAGING
SETTING UP YOUR ACCOUNT 15
2
CHAPTER
5Enter the email address that you want
to enter settings for, and then
press Next (right action key).
NOTE As you are setting up an account,
the name of the account you were last
using is displayed at the top of the screen
(the default is Outlook E-mail). The current
account name is displayed when you
complete the setup.
6Wait until the Status box displays
Completed, and then press Next
(right action key).
7Enter your name as you want it to
appear to message recipients, the
username you use to log in to your
email account, and the password for
your account.
NOTE If the setup application recognizes
your email provider based on your email
address, your username may already be
entered.

SETTING UP MESSAGING
SETTING UP YOUR ACCOUNT
16
2
CHAPTER
8If you want to enter your password each
time you access this account, leave the
Save password box unchecked. If you
want your password entered
automatically, check this box.
9Press Next (right action key).
10 Select the Account type list, and then
select POP3 or IMAP.
11 Enter a name for this account, and then
press Next (right action key). (For
example, if this is your work email
account, enter “Work” or your
company’s name.)
TIP Your account settings are case- sensitive.
Be sure to enter uppercase and lowercase
letters properly.