Account Setup Instructions

Since the NotifyLink server has the ability to communicate via the Microsoft ActiveSync protocol, you use the Exchange ActiveSync account setup procedure on the device to create your NotifyLink account.  Though field descriptions may be labeled “Exchange,” keep in mind that you will always enter credentials associated with your NotifyLink account.  

 

1.  Select the Settings icon from the device’s Home Screen.

2.  Select Mail, Contacts, Calendars > Add Account… > Microsoft Exchange.

 

3. Enter the registration credentials.

Email – Email address of your mail account on the groupware server

Domain – Leave blank.

Username – Email address of your mail account on the groupware server. 

Password – Authentication Password as it appears on the NotifyLink server

 

 

Tap Next.  You may see the error message, “Unable to Verify Certificate.”

Tap Accept to bypass the error and proceed.

(Error occurs because SSL certificate on the mail server could not be verified.)

 

4. In the Server field, enter the external address (IP or domain name) of the NotifyLink server and tap Next.

NotifyLink On Demand users enter the server address noted in your welcome letter, tap Next, then proceed to step 5.

At this point the device may:

•      Connect and begin to load your mail and PIM items.
Note: If you had contact and calendar items on your device prior to registration, proceed to step 5.

•      Display one or more of the error messages in the chart below. See instructions on how to proceed.

 

 

Error Message

If the device displays: “Unable to Verify Certificate”
This displays when the server could not verify the SSL certificate on the NotifyLink server.

Tap Accept to bypass the error.  The registration will complete and the device will connect and begin to load mail and PIM items. 
If you accidently tap Cancel at this prompt, the device will fail to make a connection and you will not be prompted again.  See Knowledge Base article for reconnection instructions.

If the device displays: “Exchange account verification failed”
This displays at the top of the screen when an SSL certificate is not being used on the NotifyLink server.

Tap Next, then Save.  Then go to the device Settings and turn off SSL.  See SSL Encryption for instructions.  The registration will complete and the device will connect and begin to load mail and PIM items.

If the device displays: “Unable to verify account information”

Tap OK to bypass the error.

If the device displays: “This account may not be able to send or receive emails.  Are you sure you want to continue?”

Tap Save to bypass the error.  The registration will complete and the device will connect and begin to load mail and PIM items.

 

5.  If your device had contact and calendar data on it prior to registration, Contact and Calendar synchronizations will default to OFF.  You can turn on contact and calendar synchronization at the prompt.

Note:  You can also change the synchronization settings at any time from the device settings.  From the Home screen, tap Settings > Mail, Contacts, Calendars.  Then tap your account.

If contacts and/or calendar events exist in the device’s local files when you create your Exchange account, you will have the option to either keep existing/local items on the iPhone/iPod touch/iPad or delete them.  Local items are stored in a separate address book/calendar labeled, On My iPhone (iPod/ iPad), and are not synchronized to the server.

•      If you want to synchronize contacts and calendar events from the server, but keep existing (local) items on the device, turn Contacts and/or Calendars ON and tap Keep On My iPhone (iPod/ iPad).

•      If you want to synchronize PIM items, but prefer that existing (local) items be removed from the device, turn Contacts and/or Calendars ON and tap Delete.

Tap Done to continue.

Hint:  Make sure you set the Exchange ActiveSync account as the default for Calendar, Contacts, and Reminders (Tasks).   If it is not the default, items added from alternate applications on the device will not synchronize.  See Email and PIM Settings: Set Default Account.

6.  Once you connect to the server, you may be prompted to create or change your passcode to match the policies set on the server.  See Security Settings: Required Password and Inactivity Timeout.