This version of the Userguide is Archived

NotifyLink User's Guide

for the Pocket PC

 

Table of Contents

Section 1   What is NotifyLink
    Wireless Device Requirements
Section 2   Installing/Uninstalling NotifyLink on your Pocket PC Device
    Device Application - SMS Push version vs. Scheduled Push version
    Installing NotifyLink without using the cradle with the  Over The Air Installer
    Registering your pocket PC Device
    Authentication
    SSL Support
    Uninstalling the Device Application
Section 3   Inbox
    Message List
    Open Message
    Compose Message
Section 4   Folders
Section 5   PIM
    Calendar
    Meeting Request
    Contacts
    Address Book Mappings
    Tasks
Section 6   NotifyLink
Section 7   NotifyLink Sync
Section 8   On-Screen Keyboard
Section 9   Commands
Section 10   Attachments
Section 11   Logging
Section 12   Wired Device Features
    Initial PIM Synchronization
    Automatic Contact Sync
    Log Conflicts and PIM Preferences Changes
    Wipe Feature
    Sync Reminder
    Conflict Resolution

Part I - NotifyLink - Pocket PC Device

What is NotifyLink


For wireless device users, the NotifyLink Enterprise Server provides support for a variety of wireless networks including cellular networks such as CDMA/1XRTT, GSM/GPRS, iDEN, and all fixed wireless networks using 802.11x technology. For “wired” device users, the network-based NotifyLink solution allows the mobile user to synchronize their device independent of their Mail and PIM (calendar/contact/task data) Servers’ location. Notify has designed the NotifyLink solution for IT organizations that desire centralized management and support for their mobile user needs. With the NotifyLink solution, organizations can easily support their growing mobile workforce while providing a migration path from wired to wireless device usage. Notify also offers the NotifyLink solution “on-demand” for organizations that prefer not to allocate IT resources for mobile user management. Notify is committed to providing answers for organizations seeking a single solution for enterprise mobile device synchronization of email, calendar, contact and task information.

E-mail Using NotifyLink, emails are synchronized to the user’s mobile device. Email, replies, and forwarded email sent from the mobile device are synchronized with the user’s Mail Server “Sent” folder. If the user deletes an email on the mobile device, NotifyLink automatically places that email in the “Trash” folder on the user's Mail Server. If the user reads an email on the device that email is marked as Read on the server. NotifyLink provides email users with a platform specific smart client, which is loaded on the mobile device. The NotifyLink smart client provides the user with the same email folders that exist on the Mail Server: Inbox, Sent Folder, Draft Folder, Outbox, Trash folder. Emails are sent from the user’s account to the mobile device. Once on the mobile device, the user is able to open the email, read it and then perform any number of operations including replying, forwarding, and even deleting the email.

  • Message Filtering Filtering is a critical capability in a mobile messaging environment. NotifyLink supports a robust set of filters that can be controlled by the administrator or mobile end-user. The filter engine supports a powerful set of rules and conditions to control the flow of messages sent to the mobile device. NotifyLink supports the use of multiple filters.
  • Attachment Support Notify supports attachment download and upload for mobile devices. In addition, NotifyLink provides user configurable attachment support regarding information about the number of attachments, names of the attachments, and sizes of the attachments. This information is made available as part of the email displayed on the mobile device. NotifyLink also supports the ability to forward an attachment to any other email user.
Mobile Calendar, Contacts, and Tasks NotifyLink provides synchronization of a user's Calendar, Contacts* and Tasks both to and from their mobile device. Regardless of whether the information is initiated from the mobile device or at the user’s Mail or PIM Server, the information is transmitted, keeping personal calendars continually up to date at both the server level and the mobile device level. The user performing an initial sync on the mobile device activates NotifyLink’s synchronization functionality. Meeting invitations are also supported to and from the mobile device. Users can accept or decline meeting invitations from the mobile device. Users may also initiate a meeting request from the mobile device. NotifyLink uses the native calendar, contact, and tasks applications on the various supported mobile devices.
* Note: With NotifyLink Enterprise Server version 4.0 and later, we send contact changes from the server. In older versions (less than 4.0), users set (from the device) an auto contact sync on a cycle, as the server does not send contact changes to the device automatically.

Encryption and Key Management NotifyLink supports both Triple DES and the latest Advanced Encryption Standard (AES). AES is a Federal Information Processing Standard (FIPS), specifically, FIPS Publication 197, that specifies a cryptographic algorithm for use by U.S. Government organizations to protect sensitive, unclassified information. The AES key size: 192 and 256 bits. In decimal terms, this means that there are approximately: 6.2 x 1057 possible 192-bit keys. Many security systems will almost certainly use both Triple DES and AES.  

Section 1 - Wireless Device Requirements


Wireless Device Type Requirements:

Your mobile phone service provider must support data transmission.  Please refer to your device User Guide or contact your mobile phone service provider for help in configuring this service).

The User guide will now refer to the device as PPC (which stands for Pocket PC).

Wireless Device Space Requirements:

You need 900 kilobytes of free space on your device to install the NotifyLink application. Additional space is needed to store the notifications that you receive and messages that you send. (Note: you can find out your available space on the Pocket PC device within the Microsoft ActiveSync program).

Section 2 - Installing/Uninstalling the NotifyLink on your Pocket PC Device


Installation

You must have Microsoft ActiveSync installed on your PC. If you have not done so, please follow the steps provided by Microsoft ActiveSync and install the application. This must be done before you continue the NotifyLink installation process. Note: DO NOT enable synchronization within ActiveSync for any of the options (leave all unchecked as illustrated below).  The NotifyLink application will perform synchronization on it's own.

Device Application

There are two types of device application versions that you may install to your device:

  • SMS Push Client version - sends an SMS message to the device each time you have a new email. This in turn triggers the device to retrieve the email to your device. 

  • Scheduled Push Client version - the device will NOT receive SMS messages. Instead, the device will check for new emails on it's own. (You may customize the email check frequency in Options).

  1. Run the installation exe – “NotifyLink_PPC.exe”. A series of standard windows installer screens will appear that will guide the user through the installation process.
  2. Microsoft ActiveSync will launch and prompt for confirmation for install to the device.

  1. Microsoft ActiveSync will install the application to the device.

Installing NotifyLink without using the cradle using the  Over The Air Installer

You now have the availability to download or upgrade your NotifyLink device application to your Pocket PC without being connected to a computer. To do this, follow these steps

STEP 1:    In a web browser on the device go to the following site, http://notifylink.notify.net

STEP 2:   There click on the link, in the sentence that says, Download your device software here. This will take you to a page that lists all of the different types of NotifyLink software.

You can select either Pocket PC SMS Push device or Pocket PC Scheduled Push Devices.

STEP 3:    Next, in the Download section you will see a part that says, "If you are downloading from your Pocket PC device. please download just the .cab file below." Click on the the following link which will look like "Download NotifyLink Pocket PC Client .cab File (Version x.x.x.x)."

 

STEP 4:    After you click on the download link, you will see a prompt of if you want to change the destination of the .cab file.

Just click Yes and it will begin transferring.  After it completes the transfer you will see NotifyLink installing itself onto the device.

Once your update is complete you will be able to use the latest version of NotifyLink,
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Registering your Pocket PC Device

SMS Push Client Version - Once the application has been installed, you must reset your Pocket PC Device. (Please refer to your device user guide for instructions on resetting your device). Once the device is reset, NotifyLink can be accessed from the Pocket PC Device's Home screen. (NOTE: you will not be able to use the device application until registration has been completed). Before the device is registered, when a user clicks on the Notify application, it should say "NotifyLink cannot be run until synchronized." You must set the user up on the server and then the registration messages are automatically sent to the device. Unlike the Scheduled Push version of the client, no information about registration will be added on the device. The registration process relies on SMS to "trigger" the device to go retrieve its registration messages. After the user is set up on the server and the registration messages are sent out, you should see Registering(1) through Registering (4) on the device. At this point you will be prompted for a device authentication password if the server supports authentication. Once the device receives the fourth registration message, you will see the user's inbox.

 

Scheduled Push Client version - When you access the NotifyLink Client from the device's Home Screen, you will see the Pocket PC Client Registration popup, requesting the following information:

  • Registration Key - 20 digit key that was provided to you with the software. This key should have been given to you by Sales. Make sure that you enter the hyphen in this key.

  • Full Name without Spaces - This field should be exactly what you entered in the alias field on the server. If you go into Edit User Device on the Notify admin console, you can check what value is entered in the alias field for this user. This is the value you should enter in this field.

  • Override Server Address - You MUST select this checkbox! In this field enter the external IP address of the server running the NLES website. For more information, please contact your System Admin.

NLES Users: enter the external IP address of the server running the NLES website. For more information, please contact your System Admin.
NotifyLink Internet Users: enter nli.notify.net
NotifyLink Desktop Users
: enter www.notify.net

Select Register and the device will register your information. You will then be prompted to reset the device.

Once the device has been  reset, you will be prompted for a device authentication password if the server supports authentication. You will then see the Inbox screen. NotifyLink works with the PPC Inbox, Calendar, Tasks and Contacts and is transparently embedded within all.

To Customize NotifyLink, use the NotifyLink application. It is located in the Start s in the Programs folder. You can periodically check messages by selecting  NotifyLink Sync from the same location.

Note: You must have your wireless network service set up before using NotifyLink on your PPC device.

Authentication

Entering the Authentication Password

  • The NotifyLink device client application will automatically detect when authentication has been enabled on the server. This automatic detection occurs whenever the client application connects to the NotifyLink Enterprise Server. A dialog will appear asking the user for their authentication password. The user will have to enter their 8 character password. The password is found on the Edit User Device section of the admin web interface or the device button on the client web interface.  NOTE: This authentication password under the Edit User Device screen is read-only.  In order to change this authentication password, see the directions below.

  • You can also change your authentication password on the server to one manually created or a randomly generated password.  The following screenshot illustrates the screen where you can change this password.  Log into the Notify Administrative console and select User Administration.  From here, select the user and select User Configurations, then Security.  In the Security screen, you will find options to change the Authentication password.  You can either manually create your authentication password or you can have it randomly generated for you. 

  • If there is no activity for 15 seconds, the prompt will automatically cancel so that headers can still be processed on SMS Push devices.
  • If an incorrect password has been entered, the prompt will reappear. The dialog will keep allowing the user to enter the password until the user enters the correct one, or the Cancel button is selected.

SSL Support

SSL is supported on Pocket PC OS based devices running NotifyLink client version 3.0.0 and later. In order to use SSL you must:

1. Install a SSL certificate on your webserver that is signed by one of the following Certification Authorities:

  • Thawte Premium Server CA
  • Thawte Server CA
  • RSA Secure Server CA
  • Verisign Class 3 Public Primary CA
  • Verisign Class 3 Public Primary CA - G2
  • Verisign Class 3 Public Primary CA - G3

NOTE: You are required to have a domain name when purchasing an SSL certificate for your website. The domain name listed on the SSL certificate must match the domain name of the website you are using or the SSL handshake will fail. GPRS and CDMA RimPhone devcices are using a WAP gateway - the gateway determines which CA's are trusted.

2. Enable SSL on the webserver. You can choose to either require SSL or allow SSL and non-SSL traffic. 

3. When regsitering a new account on the device, select the "Use SSL" checkbox under the server address. NOTE: If you are using SSL you must use a domain name, not an ip address for the server address.

4. If you are upgrading from a previous version of the client, you can enable SSL on the Registration screen by checking the "Use SSL" checkbox.  

  • There are two ways to enable SSL depending on the device client that is running. If using the SMS Push client, SSL must be enabled from the web administrative portion of the NotifyLink Enterprise Server. For the Scheduled Push version, it is enabled by selecting the checkbox when registering.

Uninstalling

You may remove the device application from the PPC from within the PPC, or from within your desktop PC.

To uninstall the device application from the device:

  • From the Start menu, select Settings
  • Select the System tab
  • Remove programs
  • Select the NotifyLink application
  • Select Remove

To uninstall the device application from your desktop PC:

  • Open the ActiveSync program
  • Select Tools
  • Select Add/Remove Programs
  • Uncheck the NotifyLink application
  • Select OK

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Section 3 - Inbox


The Inbox is the folder in which all incoming messages are stored, as well as any messages you may still wish to work with. Selecting Inbox on your PPC device will open your email inbox and display the list of messages.

Message List

The Message List provides several utilities with which you can manage messages in your Inbox. Messages that are marked in bold are Unread messages. By default, the most recently received messages are displayed in the list first.

Inbox messages can be sorted by Sender, Subject, or Received Date. If you wish to sort by Sender, select From and messages will be sorted alphabetically by sender name. If you wish to sort by Subject, select Subject and messages will be sorted alphabetically by subject. If you wish to sort by Date Received, select Received Date and messages will be sorted chronologically by Date. Tap the down arrow next to Received Date to display a drop-down list of these options.

 

To access a list of options for messages in your Inbox, tap on a message Message and hold. A list of options will be displayed, as described below.

Mark as Unread

Mark as Unread marks the selected message as unread.

Move to...

Move To... allows you to place the email into another folder on the device.

Reply

Reply allows you to compose a reply to the message.

Reply All

Reply All allows you to compose a reply to all recipients of the message.

Forward

Forward allows you to forward the message to another address.

Delete

Delete deletes the message.

Open Message

In order to view a messages, highlight the message and tap to open it.

The message screen shows the address of the message sender, the subject of the message, the time the message was received, and the message body. Note: The From field may not always be an email address or a name associated with an address. You may also view the complete header of the email by selecting . The additional fields of CC: and Size: will appear.

By tapping on the icons illustrated below you may perform the following actions:

New

Compose a new message.

Edit

  • Mark as Unread will Mark the current message as unread.

  • Mark for Download - In the event that the message does not contain the entire body, the email will state at the bottom "[Message Truncated. Tap Edit-> Mark for Download to get remaining portion.]". To have the PPC request more of this messages email body, select Edit->Mark for Download. The additional body will prepend itself to this same message.

  • Move to... allows you to move the current message to another folder. All of your available folders will be displayed in the selection process.

  • Language allows you to select another language. (This would only be necessary if the email was written in another language than the default language defined on your PPC).

  • Select All highlights the entire body of the email message. You may then select Edit-> Copy with your selection.

  • Edit My Text Messages allows you to edit your existing text messages.

Reply to message

Reply allows you to compose a reply to the message.

Forward message

Forward allows you to forward the message to another address.

Delete message

Delete deletes the message.

OK

OK closes the message and returns to the Message List.

Compose Message

To compose an email message, tap New.

To:

The address of your intended recipient. Enter the email address of the recipient manually, or select the address from the address book . (Note: If you wish to send to multiple recipients, separate the addresses with a semicolon).

CC:

Additional recipients that you would like email to be sent to (or "carbon copied"). In order to view this field, click on . Enter the email address of the recipient manually, or select the address from the address book . (Note: If you wish to send to multiple recipients, separate the addresses with a semicolon).

BCC:

Additional recipients that you would like email to be sent to (or "blind carbon copied"). In order to view this field, click on . Enter the email address of the recipient manually, or select the address from the address book . (Note: If you wish to send to multiple recipients, separate the addresses with a semicolon).

Subj:

The subject of your email message.

Service:

By default, this value is set to ActiveSync. In order to send the email with the NotifyLink application, do not change this value.

Text

Enter in the body of your email message. You may manually enter the text, or select My Text to insert common messages.

Send 

Send the email message.

(Note: An outgoing message will be saved to the Drafts folder if you view it and tap OK instead of Send).

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Section 4 - Folders


All folders can be accessed from the Inbox. To move from one folder to another, select the down arrow below NotifyLink (next to Inbox) to display a drop-down list of all folders. You can select from the Inbox, Sent Items, Outbox, Drafts and Trash folders. The Folders list is shown below. Note: your folder list may vary depending on any custom folders you may have defined.

Each folder appears in the same manner, with the exception of the name of the folder at the top of the screen Because the Inbox folder is your default folder, accessing the Inbox will always display the Inbox folder.

Inbox

The Inbox is where newly received messages are stored, as well as any messages you may still wish to work with. Inbox messages can be sorted by Sender, Subject, or Received Date. If you wish to sort by Sender, select From and messages will be sorted alphabetically by sender name. If you wish to sort by Subject, select Subject and messages will be sorted alphabetically by subject. If you wish to sort by Date Received, select Received Date and messages will be sorted chronologically by Date. Tap the down arrow next to Received Date to display a drop-down list of these options.

Sent Items

The Sent Items folder is where all sent messages are stored. Sent Items messages can be sorted by Sender, Subject, or Received Date. If you wish to sort by Sender, select From and messages will be sorted alphabetically by sender name. If you wish to sort by Subject, select Subject and messages will be sorted alphabetically by subject. If you wish to sort by Date Received, select Received Date and messages will be sorted chronologically by Date. Tap the down arrow next to Received Date to display a drop-down list of these options.

Outbox

The Outbox folder is where all pending outgoing messages are stored. Outbox messages can be sorted by Sender, Subject, or Received Date. If you wish to sort by Sender, select From and messages will be sorted alphabetically by sender name. If you wish to sort by Subject, select Subject and messages will be sorted alphabetically by subject. If you wish to sort by Date Received, select Received Date and messages will be sorted chronologically by Date. Tap the down arrow next to Received Date to display a drop-down list of these options. (Note: An outgoing message will be saved to the Drafts folder if you view it and tap OK instead of Send).

Drafts

The Drafts folder is where newly composed messages that have not been sent are stored. Drafts messages can be sorted by Sender, Subject, or Received Date. If you wish to sort by Sender, select From and messages will be sorted alphabetically by sender name. If you wish to sort by Subject, select Subject and messages will be sorted alphabetically by subject. If you wish to sort by Date Received, select Received Date and messages will be sorted chronologically by Date. Tap the down arrow next to Received Date to display a drop-down list of these options.

Deleted Items

The Deleted Items folder is where all messages deleted from your other Mailbox folders are stored. Deleted Items messages can be sorted by Sender, Subject, or Received Date. If you wish to sort by Sender, select From and messages will be sorted alphabetically by sender name. If you wish to sort by Subject, select Subject and messages will be sorted alphabetically by subject. If you wish to sort by Date Received, select Received Date and messages will be sorted chronologically by Date. Tap the down arrow next to Received Date to display a drop-down list of these options.

Each of these message sorting options will sort messages in ascending or descending order. If messages are in either ascending or descending order by alphabet, subject or date received, clicking the one you wish to sort by two times will sort them in the reverse order.

The envelope icon on the left indicates the Read Status of your messages (whether your messages are read or unread). If an icon of a closed envelope is shown next to the message, the message is unread. If an icon of a open envelope is shown, the message is read. You can scroll through your messages by tapping the scroll bar on the right.

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Section 5 - PIM Functions


Calendar

Selecting Calendar sends you to the Calendar application. From this screen you may compose a new Calendar event, view existing events or perform an Initial Sync.

New

Create a new Calendar event (illustrated below). Depending upon your synchronization settings, the event may or may not be sent to your desktop email client. If you would like to invite Attendees and have a Meeting Request sent out from the device, simply select a recipient (or recipients) under Attendees.

Tools

  • Initial Sync sends Calendar items from your Desktop Email Client to your PPC Device Client. Items stored in your Desktop Email Client will be accessed and saved into the PPC Calendar.
  • Options allows you to define various Calendar options.

Contacts

Selecting Contacts sends you to the Contacts application. From this screen you may compose a new Contact entry, view existing entries or perform an Initial Sync.

Address Book Mappings

Contacts can now be synced from multiple address books into different categories on the Pocket PC. A category is created for each address book selected for synchronization if they do not already exist. The same is true for the server. If a contact is created on the device in a new category, an address book with that same name will be created on the server. The new contact will then be added to this category. Moving an item from one address book to another in the Groupwise Client will now change the category on the device. Changing categories on the device will also cause the item to be moved on the server.

 If a new contact is created in a new category, a new address book will be created on the server. This new address book will automatically be checked to synchronize on the server.

One other important thing to know is that if an empty category is removed the  on the device the corresponding address book will not be removed from the server. Items deleted from a category on the device will be removed on the server

New

Create a new Contact entry (illustrated below). Depending upon your synchronization settings, the event may or may not be sent to your desktop email client.

View

  • By name displays contacts sorted by last name.
  • By Company displays contacts sorted by company name.

Tools

  • Initial Sync sends Contact items from your Desktop Email Client to your PPC Device Client. Items stored in your Desktop Email Client will be accessed and saved into the PPC Contacts.
  • Options allows you to define various Contacts options.

Tasks

Selecting Tasks sends you to the Tasks application. From this screen you may compose a new Task entry, view existing tasks or perform an Initial Sync.

New

Create a new Task (illustrated below). Depending upon your synchronization settings, the event may or may not be sent to your desktop email client.

Tools

  • Initial Sync sends Task items from your Desktop Email Client to your PPC Device Client. Items stored in your Desktop Email Client will be accessed and loaded into the PPC Tasks.

  • Options allows you to define various Tasks options.

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Section 6 - NotifyLink Prefs


To access the NotifyLink application, select NotifyLink Prefs Programs folder in the Start Menu. The default option is the Commands option.

 

Commands

Selecting Commands allows you to perform the following commands:

  • Notify On enables email notification if it has been disabled.
  • Notify Off disables email notification.
  • Catchup checks for new email and sends all new messages.

Select an Account (if applicable) and Command by tapping on the Arrow down.

Sync Settings

Selecting Sync Settings allows you to customize how often your device syncs with the NotifyLink server. The different options are listed below.

Weekday -  Allows you to define specific settings on your Weekday sync. You may change this option to Interval or Off.  By default the option is set to All Day for the Scheduled Push client and set to Off for the SMS Push client.

Frequency (mins) - The default setting for the sync options is to sync every 5 minutes all day. 

Range - (Range 1) The time period when sync should start. The default start time is 7:00am. (Note: this option is only available when you have Weekday set to "Interval".) -- (Range 2) The time period when sync should stop. The default stop time is 7:00pm. (Note: this option is only available when you have Weekday set to "Interval".)

Weekend - Allows you to define specific settings on your Weekend sync. You may change this option to Interval or Off.  By default the option is set to All Day for the Scheduled Push client and set to Off for the SMS Push client.

Frequency (mins) - The default setting for the polling options is to sync every 5 minutes all day. 

Range - (Range 1) The time period when sync should start. The default start time is 7:00am. (Note: this option is only available when you have Weekday set to "Interval".) -- (Range 2) The time period when sync should stop. The default stop time is 7:00pm. (Note: this option is only available when you have Weekday set to "Interval".)

Ignore old messages (SMS Push Client version) does not sync messages that are older than the number of days you have defined. The default is set to 1.

Next Poll set for: Displays the next scheduled time the device will check for new messages.

Sync - force the device to perform an instant sync with the NotifyLink server.

You may view these settings in the bottom right-hand corner of your device from the Today Screen. Note: the sync setting will only reflect the current day sync settings.

(Weekday or Weekend) Sync is set to "Off". (Weekday or Weekend) Sync is set to "Interval" with a frequency of 5 minutes.

Security

Selecting Security displays the security settings that you have chosen to use with the NotifyLink application. By default, the value is set to NONE.

 

  • Account - Check to display visual notification of new messages.
  • Encryption Type: shows the type of Encryption being used on the current account.
  • Encryption Key: allows you to edit your encryption Key for encryption of email messages.

The PPC also has built in security settings. To change these settings, select Settings from the Start menu. Select the Personal tab, then select Password.

You may select No Password, Simple 4 digit password, or Strong alpahanumeric password. If you choose to enable the security password feature, you must define the amount of minutes the PPC will wait until the password screen appears (in the event of device inactivity). You will not be able to unlock the device until you enter your security password. Note: in the event that your device has been locked down by your Administrator, the device will enable the security feature on it's own. You must contact your Administrator to receive your security password.

PIM

Selecting allows you to customize your PIM settngs:

  • PIM Account allows you to switch your default email account on your PPC device to an account other than that which you are currently using. This assumes you have more than one email account and at least one other account has been set up on your PPC device. The PIM account is the account used for PC Access, syncing and loading.

  • Save PIM Change Summary allows the option to save a summary of OTA change events to the Main Inbox of your PIM account.

  • Synchronize Calendar Changes tells the device to send any Calendar changes (that were made on the PPC device) to your desktop.

  • Synchronize Tasks Changes tells the device to send any Tasks changes (that were made on the PPC device) to your desktop.

  • Synchronize Contacts Changes tells the device to send any Contacts changes (that were made on the PPC device) to your desktop.

  • Auto Sync Contacts tells the device to do an Contact load daily at the specified time. To enable auto contact sync, check the Auto Sync Contacts checkbox and select a time in Daily at drop-down list. Once this is checked a field will be displayed where you can enter the time that the auto contact sync should occur. Note: the Contact load will delete all current contacts on your device. You should not enable this feature if you are in a low coverage area.

Preferences

Selecting Preferences allows you to define some general preferences:

  • When you read a message contained in the Inbox on the PPC, if Mark Messages as Read is checked the message will also be marked as read on your desktop.

  • When you delete a message contained from the PPC, if Delete Messages on Server is checked the message will also be deleted from your desktop.

  • If Display New Message Notification is checked, your PPC device will show a pop-up alert every time new email is received.

Clean-Up

Here you can customize the cleanup options on the device.

  • Enable Clean-up-when this is check marked the clean-up jobs will be enabled

    • Run At-this tells the device what tike to run the clean-up procedure

    • Inbox-this sets the clean-up schedule for the inbox. You can specify either Daily, Weekly, or None.

    • Sent-this sets the clean-up schedule for the sent items folder. You can specify either Daily, Weekly, or None.

    • Deleted Items-this sets the clean-up schedule for the trash folder You can specify either Daily, Weekly, or None

  • Enable PIM clean-up

    • Calendar-this will enable a clean-up on the calendar that will clean up old appointments on your device. You can choose Daily, Weekly, or Monthly.

    • Clean-up Completed Tasks- this will enable the clean-up of tasks that have been marked as completed.

NotifyLink Licenses (Scheduled Push Client Version ONLY)

Selecting NotifyLink Licenses allows you to view your current Registered Keys.

You have the option to change the Registered Keys or to add a new Key.

  • Registration Key - key that was provided to you with the software.

  • Full Name without Spaces - enter your full name (no spaces are allowed).

  • Override Server Address - select override server address:

    NLES Users: enter the external IP address of the server running the NLES website. For more information, please contact your System Admin.
    Hosted Users: enter the url address that was given to you via email from Notify at sign-up.

Select Register and the device will register your information.

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Section 7 - NotifyLink Sync


To access the NotifyLink Sync application, select it from the Programs folder in the Start Menu. NotifyLink will immediately check for new email messages.

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Section 8 - On-Screen Keyboard


You can compose your message using the on-screen keyboard. To access the on-screen keyboard, tap the icon found in the lower right corner. The default keyboard is the alpha-numeric keyboard.

By selecting the arrow up next to the keyboard icon, you may also view Block Organizer, Letter Recognizer or Transcriber. Please refer to your PPC manual for further help.

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Section 9 - Commands


There are commands which can be used with the NotifyLink application on the PPC Device Client. Commands allow even greater flexibility in managing your email account from your PPC Device Client. For example, if you wish to check for new messages, you can send the CATCHUP command and it will return any new messages to your PPC Device Client. If you wish to shut the message notification service off for a period of time, send the NOTIFY OFF command. If you wish to turn the message notification service back on, you can issue a NOTIFY ON command.

Selecting NotifyLink from the Programs folder in the Start Menu displays the Account selection and a list of Commands. All available Commands are shown below.

The following button is available at the Commands screen:

  • Send - Sends the selected command.

Select the desired command and select the Send button. A popup indicating the command is being sent will display.

A reference guide which explains Commands in further detail follows.

 

Command Definition Step 2: How to Send
NOTIFY OFF Disables NotifyLink email notification. Select NOTIFY OFF from Commands list.
CATCHUP Check for new email and send all new messages. Select CATCHUP from Commands list.
NOTIFY ON Enables NotifyLink email notification if it has been disabled. Select NOTIFY ON from the Commands list.

As you can see, using Commands is quite simple, and provides an easy-to-use means of managing your desktop email from your PPC Device Client.
Note: If you encounter a System Administrator error, notification is automatically shut off so as to prevent an infinite loop of error messages from being received on your device. If this occurs, simply issue a notify on command to re-enable notification.

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Section 10  - Attachments


Mark For Download

When you receive a message with attachments and / or a truncated message body, the “Edit” menu item “Mark For Download” will be enabled. This menu item will have different behavior based on the current state of the message.

On messages that have only a truncated message body, selecting “Mark For Download” will immediately cause NotifyLink to retrieve the next segment of the body. When all the segments have been completely retrieved, the menu item will become disabled.

If the message has attachments, selecting “Mark For Download” will bring up a selection dialog. This dialog will allow the user to select what they would like to download.

If the message body is truncated and there is more available that hasn’t been downloaded, the checkbox for “More of the message body” will be enabled. Also, any attachments that are bigger than the maximum allowed size will be grayed out and not selectable.

Once the user has selected what they would like to download, selecting the “Download” button will begin the downloading. If getting more of the message body is selected, that will be retrieved first. A wait dialog will be displayed while the next segment is downloading. If any attachments are selected, you will be prompted to make sure you wish to download them right now. This prompt will give you an estimate for how long it will take to complete. The attachments will then begin downloading and you will see the “Transferring” dialog.

 

           

Once the selected items have been completely downloaded, you can tap on the downloaded attachment in the message to open it. Holding the tap will bring up the popup list where you can select the “Save As” item to save the attachment to a specific location.

If  an error occurs while downloading an attachment, or the transfer was cancelled, you will be able to resume the download. Select “Mark For Download” again and the download options screen will appear again. In the attachment list you will see the attachment, its total size, and how much has already been saved. Select the attachment that was partially downloaded and tap the “Download” button to resume downloading the file.

If NotifyLink determines that there is not enough free space to download an attachment, you will be notified of this situation. If there is a memory card with enough free space, you will be given the option of downloading directly to a memory card. The NotifyLink “Save As” dialog will appear to let you select where you wish to save the file to.

           

When downloading directly to a memory card, it is important to remember that resuming will not be supported.

Sending Messages With Attachments

To attach files, use the “Edit” -> “Add Attachment” menu option when composing a message.

When you select “Send” for the outgoing message, the message body will send and then any attachments will begin sending. You will see the “Transferring” dialog while the attachment is uploading.

 

If an error occurs during uploading a file, or it is cancelled, The message will remain in the outbox. The next time a message is sent, it will resume sending where it left off. It can also be manually ordered to resume by opening the message and tapping “Send” again.

 Note About Forwarding Messages

When forwarding a message that has attachments, any original attachments that have been downloaded completely to the device are automatically added to the forward. Since you may want to forward the message and all attachments without having downloaded them all, the NotifyLink client will ask you what you would like to do. When “Send” is selected, the NotifyLink client will present you with a dialog. Selecting “Yes” will cause all of the original message attachments to be forwarded from the server. In this situation, the recipient will receive all of the original attachments plus any that have been added in the Pocket Inbox message. If some attachments were downloaded on the original and were not removed from the outgoing message, the recipient will receive duplicate attachments.

 Tested / Supported File Viewers

NotifyLink has been tested with the following viewer applications on the Pocket PC:

File Extension

Tested Viewers

.doc

Pocket Word, ClearVue Document

.xls

Pocket Excel, ClearVue Worksheet

.ppt

ClearVue Presentation

.jpg, .bmp, .gif

ClearVue Image

.htm

Pocket Internet Explorer

.txt

Pocket Word

.pdf

Adobe Pocket PC Reader, ClearVue PDF

.zip

ezyUnzip

.mp3, .wav

Windows Media Player

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Section 11  - Logging


Logging is a support tool that will allow our application to keep an updating text file on the device.  This text file will help us troubleshoot your device in extreme cases. 

WARNING: This should only be used as directed from support.  Your device might lose performance with logging enabled.

When logging is disabled, you will only have the option to enable it.  When you select to enable logging, you will be prompted to double check if you really want to start logging. 

If you select yes on the prompt the menu will now look like this:

 

Here you will the option to save the log on the phone or on a memory card.  Also you will have the option to customize the maximum size allowed for this log.

 

Section 12  - Wired Device Features


Initial PIM Synchronization

If the administrator did not set up the user’s initial PIM synchronization when they set up the account, it is up to the user whether or not they wish to perform an initial PIM sync. After the device has been successfully registered the user will be prompted for whether or not they wish to perform the initial PIM sync. If they choose not to do the  initial sync, the user is also prompted if they would like to be asked again during the next sync.

         

 

If the user does choose to perform the initial sync, the request will be immediately sent to the server. The server will process the request and the results will be returned after a few minutes. Usually the results will be returned during the next sync cycle. 

Refer to the Initial Sync section of the device user guide for further details on initial sync.

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Automatic Contact Sync

In the PIM Preferences menu a new option has been added for automatic contact synchronization. When this option is selected, a request for the server to load it’s contacts to the device will be automatically sent on the interval specified. The interval is in hours and can be up to 24 hours. One important note to remember is that this command will only be sent when a sync cycle occurs. Therefore, if your sync settings are off and you only manually sync, then the command will only be sent when you manually sync.

            

If the automatic contact synchronization is off, you will have the option of performing a contact sync during every sync operation. This option is also set on the PIM Preferences page. If set to yes, every sync will include a request to load the contacts from the server, which are usually received by the device during the next sync. The prompt setting will cause every sync to be followed with a question to the user of whether or not they wish to sync their contacts. This dialog, like the initial sync dialog, will remain on the screen for 5 seconds and then be removed without user intervention. This periodic contact sync will allow the user to always make sure their devices have any changes that were made on the server.

 

Log Conflicts and PIM Preferences changes

In the PIM Preferences menu a new option has been added so you can log any conflicts in appointments or tasks between the server and the device.  Having this option selected when a conflict occurs, a message will be placed into the inbox telling you what conflicts happened and how they were handled.  Also, synchronizing PIM changes is now broken up into the individual parts instead of all being in one option.  This will allow you to select the PIM items that you want to sync.  The new PIM Preferences menu looks like this.

If Log Conflicts is selected, whenever a conflict occurs you will receive a message in your inbox that looks like the following.  Otherwise, if Log Conflicts is not selected, you will not receive any notification that a conflict has happened.

This message tells you what kind of conflict it was in the FROM: field.  It also states which side, either the server or device that is changed, and the titles or subjects of what was discarded and what was kept.

 

 

Wipe Feature

In the Security menu, there has been a new feature added so if your device has not synchronized in so many days, it will remove all of your messages and PIM items.  It will also remove your account from the device.  This is incase your device gets lost or stolen.  Also, the number selected after this is enabled is in terms of days

Keep in mind that when you select this feature, a prompt will pop up and ask for confirmation.  To enable this you must spell out YES is capital letters.  The prompt looks like this:

Sync Reminder

The sync reminder is a new feature added to the Sync Preferences menu.  This feature will let the user know if his or her device has not been synchronized in so many hours.  To enable this feature click on the Sync Reminder checkbox and set how many hours that will go by until the device reminds you to synchronize.

The reminder will look like the following.  It will include how many hours that have gone by since it last synced. 

Conflict Resolution

Conflicts are if a task or an appointment is changed on the server and also changed on the device before the first change can be synchronized.  For this you can set conflict resolution to Server wins, Device wins, or Prompt.  For server wins, what is on the server will be brought down to the device.  For device wins, what is on the device will update the server.  For prompt, when there is a conflict, you will have the option to select which one you want to keep.   The prompts look like this:

 

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