Account Setup Instructions

Before You Begin

Have the following information ready.  You may need to consult your system administrator for the mail server name and authentication password.

      Mail server name for sending and receiving mail

      Your email address

      Your Authentication Password

PIM items existing on the device prior to account setup remain on the device after the initial synchronization.  Existing items for any PIM item type (calendar, contacts, tasks) that you choose to synchronize will also be sent down to the ActiveSync server.  This could result in duplicates on the device and server if you maintained the same events, contacts or tasks in both places prior to creating the ActiveSync account.

If you remove your ActiveSync account or disable the synchronization of a particular PIM type, all associated PIM items, even those that existed on the device prior to the account creation, will be removed from the device.

Troubleshooting Issue: Registration fails to complete - see Knowledge Base article

 

Setup Your ActiveSync Account on the Device

1.  Select Start > Programs > ActiveSync.

2.  From the text on the ActiveSync screen, click on the link:  set up your device to sync with it

or select Menu > Add Server Source.

3.  Depending on the OS version of your device, you may be prompted for your Email address.  Enter the address and tap Next.   This is for the purpose of auto-detecting the Exchange Server and although this is not supported, you must make an entry.

4.  Enter the following information.  The order in which you enter it may vary by OS version:

Server Address – Enter the address of the NotifyLink server

(NotifyLink On Demand users, enter the server address noted in your welcome letter.)

Username – Enter the full email address of your mail account

Password – Enter the Authentication Password

Domain – Leave blank

Save Password – Mark this check box

            Select Next to continue.

5.  Mark the SSL check box if your web server is equipped for this protocol, then select Next.

Note: An SSL certificate must be installed on your web server in order for you to use SSL.  Check with your system administrator to determine if this feature is available to you.

6.  Select Next.

7.  Choose the data you want to synchronize.  Mark or unmark the check box beside each type.

      Contacts

      Calendar

      E-mail

      Tasks

8.  Select Finish.  A status bar appears indicating that the device has started synchronizing.  You will see information about the data that is synchronizing. 

Note: As synchronization begins, a pop-up dialog informs you that the server must enforce security policies to continue synchronizing.  Tap OK.  If you tap Cancel, synchronization will stop and you will not be able to continue the account setup process.