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

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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.