This version of the Userguide is Archived

Only Palm OS 5 Devices support NotifyLink background processes.
Previous versions will have processes run in the foreground.

 

NotifyLink Client

 

with Palm Device Client

Table of Contents

Part I   NotifyLink Client - Palm Device
    What is NotifyLink
Section 1   Device Setup
    Installing NotifyLink Client on a Wireless Palm Device (will open in separate window)
    Installing the NotifyLink Client on a Wired Palm Device (will open in separate window)
    Registering your Palm Device
  Authentication
  SSL Support
Section 2   Mailbox & Folders
Section 3   NotifyLink Client Menu
    Mailbox
    Folders
Section 4   Message
Section 5   PIM
Section 6   Options
Section 7   Message Screens
    Read Message Screen
    New Message Screen
    Recipients
    Recipients Lookup
Section 8   Commands
Section 9   Attachments
Part II   Wired Devices
Section 1   PIM
    Initial Synchronization
    Automatic Contact Sync
    Log Conflicts
Section 2   New Features
    Wipe Feature
    Sync Reminder
    Conflict Resolution

Part I - NotifyLink Client - Palm 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.

Beginning with the 3.5.0 client version of NotifyLink, you are now able to enter other applications, browse your mail folders, compose new messages, and more while NotifyLink processes run in the background.
These background processes include:

  • Sending Messages
  • Syncing Email/Message changes
  • Downloading PIM items
  • Sending PIM changes
  • Downloading attachments

Section 1 - Device Setup


Registering your Palm Device

SMS Push Client Version - Once the application has been installed, you must reset your Palm 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 Palm 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 Palm 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 NotifyLink website. For more information, please contact your System Admin.

  • Use SSL - For version 3.0.0 and later of the NotifyLink client, Secure Socket Layer (SSL) is available when the NotifyLink server is 3.1.0 or greater. If the NotifyLink server is 3.1.0 or greater and an SSL certificate has been installed on your web server you may check this box to use SSL. If the NotifyLink server is 3.0.1 or less, leave the SSL box unchecked. For more information see the SSL section of this document.

Click Register. It should return with, "Your device has been registered successfully would you like to Check New for Registration Messages?" Choose Yes. At this point you will be prompted for a device authentication password if the server supports authentication. You should see Registering(1) through Registering(4) on the device. Once the Registration Messages have been received, you will then be able to enter the messages list view at the NotifyLink client. (The NotifyLink Client can be accessed from the Palm Device Client's Home screen).

 

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.
    NOTE: PUSH Devices will be propted with a pop-up, click "goto" to access the authentication screen.
    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 Edit User Device is read-only.

  • 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.

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SSL Support

SSL is supported on Palm 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 web server 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 web server. You can choose to either require SSL or allow SSL and non-SSL traffic. 

3. When registering 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.

 

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Section 2 - Mailbox & Folders


Mailbox

Selecting NotifyLink from the Palm Device Applications screen will display your Mailbox, with NotifyLink displayed above the mailbox. Many of the functions available with NotifyLink can be selected from the Mailbox screen. The Mailbox screen is shown below.

User Inbox with Sync Time set to 5 minutes. Defined under Options. User Inbox with Sync Time set to off. Defined under Options.

 

Folders

As noted earlier, all Mailbox folders can be accessed from the Mailbox screen. To move from one folder to another, select the down arrow below NotifyLink (next to Inbox) to display a drop-down list of all Mailbox folders. You can select from the Inbox, Sent Items, Outbox, Drafts and Trash folders. The Folders list is shown below, with the number of messages in each folder shown in parentheses next to the folder name.

Each Mailbox folder appears in the same manner, with the exception of buttons at the bottom of each screen.

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, Date Received, Number of Attachments or Remaining Characters. 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 Recv and messages will be sorted chronologically by Date, Number of Attachments or Remaining Characters. Tap the down arrow next to Recv to display a drop-down list of these options: Date to sort by date; NumAtt to sort by Number of Attachments; Remain to sort by Remaining Characters.

Sent Items

The Sent Items folder is where all sent messages are stored. Messages in the Sent folder can be sorted by Recipient, Subject, or Date Sent. If you wish to sort by Recipient, select To and messages will be sorted alphabetically by recipient 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 Sent, select Sent and messages will be sorted chronologically by Date.

Outbox

The Outbox folder is where all pending outgoing messages are stored. Messages in the Outbox folder can be sorted by Recipient, Subject, or Date Sent. If you wish to sort by Recipient, select To and messages will be sorted alphabetically by recipient 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 Sent, select Sent and messages will be sorted chronologically by Date.

Drafts

The Drafts folder is where newly composed messages that have not been sent are stored. Drafts can be sorted by Recipient, Subject, or Date Sent. If you wish to sort by Recipient, select To and drafts will be sorted alphabetically by subject. If you wish to sort by Subject, select Subject and messages will be sorted alphabetically by subject. If you wish to sort by Date Sent, select Sent and drafts will be sorted chronologically by Date.

Trash

The Trash folder is where all messages deleted from your other Mailbox folders are stored. Messages in the Trash folder can be sorted by Sender, or Subject. If you wish to sort by Sender, select From and messages will be sorted alphabetically by recipient 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 Sent and messages will be sorted chronologically by Date. Tap the down arrow next to Recv to display a drop-down list of these options. Choose Date to sort by date; NumAtt to sort by Number of Attachments; Remain to sort by Remaining Characters.

Each of these message-sorting options will sort messages in ascending or descending order. Clicking the option you wish to sort by will sort the messages in the reverse order.

The column to the far left indicates if any messages have been selected (a message is marked as selected by clicking in that column). The second column over indicates the Read Status of your messages (whether your messages are read or unread). If an icon of an envelope is shown next to the message, the message is unread. If an icon of a sheet of paper is shown, the message is read. If an icon of an arrow pointing down at a sheet of paper is shown, the message is new. (Note: this is a email header and the body needs to be retrieved). You can scroll through your messages by tapping the scroll bar on the right.

The following buttons can be found at each folder screen:

  • New opens the Compose screen, where new messages can be composed.

  • Commands opens the Send Command box and displays all commands available from this message.

The following buttons can be found within specific folder screens:

  • Empty Trash displayed at the Trash folder screen. Selecting Empty Trash displays a popup asking you to confirm that you wish to purge all messages from the Trash folder.

  • Send All Now is displayed at the Outbox folder screen and will send all messages contained within the Outbox.

  • Get/Send displays a popup asking you to confirm that you wish to get and send messages.

Section 3 - NotifyLink Client Menu


Selecting NotifyLink from the Palm Device Applications screen will display your Mailbox, with NotifyLink displayed in the horizontal bar above the mailbox. Open the NotifyLink Client menu by tapping on the title bar (NotifyLink) or by selecting the Menu button to display the NotifyLink Client menu functions across the horizontal bar, as shown below.

Message

Message provides several utilities with which you can manage messages in your Mailbox folders.

PIM

PIM allows Over-the-Air loading of Calendar events, Contacts and Tasks to and from your Mail Server. It also provides quick links to the native Pim applications and other items for working with Pim.

Options

Options allows you to set preferences for your account(s) and for your network settings, as well as view version information about the NotifyLink Client application on your Palm Device.

These choices are available from within each Mailbox and all Mailbox folders. Each Mailbox folder has a specific purpose, though all essentially function the same. A description of Mailbox folders follows.

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Section 4 - Message


To access a list of options for messages in your Inbox, select Message in the menu bar across the top. A list of options will be displayed, as shown below.

Select All

Selecting Select All will place a check mark next to each message in the far left column of your Mailbox. This can be used to select all messages in your mailbox.

Select Headers

Selecting Select Headers enables you to select all SMS messages that are residing in your Inbox. Note: If Select Headers is selected, items that may have already been selected will remain selected as well, even if they have been read.

Select Read

Selecting Select Read will place a check mark next to each read message in the far left column of your Mailbox. This can be used to select all read messages in your mailbox. Note: If Select Read is selected, items that may have already been selected will remain selected as well, even if they have been read.

Select Unread

Selecting Select Unread will place a check mark next to each unread message in the far left column of your Mailbox. This can be used to select all unread messages in your mailbox. Note: If Select Unread is selected, items that may have already been selected will remain selected as well, even if they have been read.

Deselect All

Selecting Deselect All will uncheck any checked messages in the far left column of your Mailbox. This can be used to deselect any messages that have been selected.

Sync

Selecting Sync displays a popup asking you to confirm that you wish to get and send messages. You will then be prompted to check for new messages. Select Yes to retrieve all new or checked (selected) messages and to send any messages; No to cancel the operation.

Mark Read

Selecting Mark Read marks the selected message(s) as read.

Mark Unread

Selecting Mark Unread marks the selected message(s) as unread.

Delete

Selecting Delete will display a popup asking you to confirm that you wish to delete the selected message(s). Select Yes to delete all selected messages in the current mailbox folder; No to cancel the delete operation. Deleting messages will update the message count on the current folder screen.

Delete All

Selecting Delete All displays a popup asking you to confirm that you wish to delete all messages in the current mailbox folder. Select Yes to delete all messages in the current mailbox folder; No to cancel the delete operation. Deleting all messages will update the message count to 0 on the current folder screen.

Empty Trash

Selecting Empty Trash displays a popup asking you to confirm that you wish to empty your Trash folder of the current mailbox. Select OK to empty the Trash folder; Cancel to cancel the operation.

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Section 5 - PIM (this feature is not supported in all products)


To access PIM, select NotifyLink at the top of the Mailbox screen. Select PIM and a drop-down list of options is displayed, as shown below.

Initial Sync

Selecting Initial Sync, displays the PIM Initial Sync screen, as shown below. Here you can sync Calendar, Contact and Task items from your Mail Server to your Palm Device. Items stored in your Mail Server will be accessed and loaded into the corresponding native applications.

If you select Calendar, highlight Begin Date and enter the Begin Date for Calendar events you wish to sync. Select Sync and all Calendar events beginning with that date and later that are stored in your Mail Server will be accessed and saved to the native Calendar.

NOTE: When you are using NotifyLink Enterprise server version 3.2 the begin date is no longer an option, you will customize the calendar load options on the NotifyLink Admin console.

If you select Contacts, select Sync and all Contacts stored in your Mail Server will be accessed and saved to the native Address Book.

If you select Tasks, select Sync and all Tasks stored in your Mail Server will be accessed and saved to the native ToDo List application.

Notes: Calendar, Contact and Task items sent from your Mail Server to your Palm Device will override those already stored on your device. Initial Sync can download up to 20 items at a time and processes new items quickly. To cancel an Initial Sync operation, select Cancel.

 Address Book Mappings

Contacts can now be synced from multiple address books into different categories on the Palm. 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

Meeting Request

Selecting Meeting Request displays a screen from which you can compose and send meeting requests, as shown.

Select To: to enter the intended recipient's address, and select the date and time of the meeting by changing the information in the fields next to the words Date and Time accordingly. Enter the event and location in the Event and Location fields and select Save to save the request, Send to send the request, or Send Later to have the meeting request sent at a later time. Select Cancel to cancel the request.

PIM Preferences

 

  • There is no more Reverse Load in the PIM drop-down. There is also no more PC drop-down.

  • PIM Account - select the email account you wish have as the default account for PIM.

  • PIM Change Summary - select this option to have a summary of PIM changes saved to your inbox whenever the server sends Pim changes to the device.

  • Process PIM on Launch - select Yes, No or Prompt to have the device look for PIM changes whenever the NotifyLink application is launched.

  • Auto Contact Sync is a new feature for wireless devices. When enabled, the NotifyLink device client will automatically send a Contact Initial Sync command to the server daily. The results will be returned to the device during the next sync.

Calendar

Selecting Calendar sends you to the native Calendar application.

Address Book

Selecting Address Book sends you to the native Address Book application.

ToDo List

Selecting ToDo List sends you to the native ToDo List application.

Save archive copy on PC

When deleting a Contact, Calendar, or Task, you have the option to Save archive copy on PC. Selecting this option will cause the Contact, Calendar, or Task being deleted to not be deleted from the server.

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Section 6 - Options


To access the Options function, select NotifyLink at the top of the Mailbox screen. Select Options and a drop-down list is displayed, as shown below.

   
   

Scheduled Push Client version

SMS Push Client version

   

Reset Column Widths

Selecting Reset Column Widths allows you to reset the width of the message list table columns back to the default. Note: Column widths can also be adjusted by dragging the columns with the stylus.

Security

Selecting Security displays information about how security is being used on each account. It also allows you to enter or change your encryption key. Security must be setup on the server..

Registration (Scheduled Push Client version & TungstenC/Samsungi330 Client Version only)

Here you may edit the registration information that you entered during the installation process of the device application that was explained in Section 1.

User Preferences

Selecting User Preferences displays the NotifyLink Client Preferences screen as shown below.
 

                            Scheduled Push Client version                                          SMS Push Client version

         

  • Visual Notification Alert - Check to display visual notification of new messages.

    • Fullscreen - This will display a full screen alert when a new message is recieved.
    • Subtle - This will use the system's new message notification to alert you of new messages. (On the Treo 600, this is a flashing * in the top left corner)

  • Send Outgoing on Launch - Check to prompt to send any outgoing messages each time the NotifyLink Client is launched.

  • Set as Default Mailer - Check to have NotifyLink be the default email program on your device. For example, when you click on a mailto: link, NotifyLink will be the default program to send the email.

  • Override Autoget Setting (SMS Push Client version) - Check to override automatic retrieval of messages. An On|Off box is displayed. Select On to automatically retrieve the first part of each message when the header arrives; Off to leave just the header and not automatically retrieve the first part of the message.

    • Check Message Settings (SMS Push Client version):
      Header      Email
      Select Header or Email - when checking for new messages, retrieve just the header or the first part of the email.

      • Ignore messages older than 'x' days.
        Select to ignore any messages older than a specified number of days.

Select your desired preferences by checking or unchecking the options.

Save - Saves your Preferences.
Cancel - Cancels any changes to your Preferences.

Display Preferences

Selecting Display Preferences displays the the screen shown below.

  • Display Type - Allows you choose the shading options for your display.
     
  • Sort By - Allows you choose the column your display will be sorted by.
     
  • Sort Type - Allows you choose the order in which you new messages will appear.
    • Ascending - New messages will apear at the bottom of you display.
    • Decending - New messages will apear at the top of you display.

Cleanup Options

Selecting Cleanup Options takes you to a screen which allows you to define whether you want to enable the cleanup of old messages, and what settings you would like for the Cleanup process:

  • Select Enable cleanup to have cleanup run.

  • Run Cleanup Every - Select Daily, Weekly or Monthly and a numeric value for the frequency selection.

  • Cleanup Type - Select Number to specify a limit to the number of messages stored. Cleanup will make each account have this many emails in each account when done by removing oldest emails first. Select Date to specify a date range for cleanup. Cleanup will remove all messages that are older than this many days ago. The Date options are Days, Weeks or Months in which you again specify a numeric value for the frequency.

 

Synchronization Preferences

Delete Message on Server - select Yes, No or Prompt to have messages that are deleted on the device also be deleted on the email server.

Sync Read Status on Server - select Yes, No or Prompt to have messages that are marked as read/unread on the device be also marked as read/unread on the email server.

Sync Settings

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

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

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

Network Preferences

Selecting Network Preferences takes you to the native Palm Device Network Preferences setup area.

About NotifyLink

Selecting About NotifyLink displays version information for the NotifyLink Client application on your Palm Device.

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Section 7 - Message Screens


Read Message Screen

Select a message you wish to view from the folder screen. The message is displayed and can be read and/or replied to, forwarded or deleted from this view. You can move from one message to the next or a previous message in the folder using the arrow buttons. You can scroll through a message with the scroll bar to the right. The Message Screen is shown below.

Several items can be found in the message header, including the small down arrow in the upper right-hand corner. Click this arrow to display who the message was sent to. CC will be displayed in the lower right-hand corner if you were a CC recipient on this message. BCC will be displayed in the lower right-hand corner if you were a BCC recipient on this message. The number of characters remaining in the message will be displayed above the message header if the message was not received in its entirety. For example: REM:147.

The following buttons can also be found at the Message screen:

New
Selecting New displays the Compose screen, where you can compose a new message.

Reply
Selecting displays the Reply screen and places the address of the original sender in the To: field and the subject of the message being replied to in the Subj. field, as shown below. If you need to see the original message, it is displayed below the Subject area with a scroll bar to the right of it.

  • To:/CC:/BCC: - Enter the address(es) of your intended recipient(s) here, separated by commas.

  • Send - Sends the message.

  • Save - Saves the message to the Draft folder.

  • Cancel - Cancels the message. If changes have been made, it will prompt you to save the message to the Drafts folder.

Forward
Selecting , or Forward, displays the Forward screen, much like the Reply screen above, and places the subject of the message being forwarded in the Subj. field. If you need to see the original message, it is displayed below the Subject area with a scroll bar to the right of it.

  • To:/CC:/BCC: - Enter the address(es) of your intended recipient(s) here, separated by commas.

  • Save - Saves the message to the Draft folder.

  • Send - Sends the message.

  • Send Later - Moves message to the Outbox to be sent next time a message is sent.

  • Cancel - Cancels the message. If changes have been made, it will prompt you to save the message to the Drafts folder.

Reply All
Selecting displays the Reply All screen and places * All Recipients * (the addresses of all recipients along with the sender's address) in the To: field and the subject of the message being replied to in the Subj. field. If you need to see the original message, it is displayed below the Subject area with a scroll bar to the right of it.

Done
Selecting returns you to the Mailbox Screen.

Delete
Selecting , or Delete displays a popup asking you to confirm that you wish to delete the highlighted message. Select Yes to delete the message; No to cancel the operation. If you need to see the original message, it is displayed below the Subject area with a scroll bar to the right of it.

Commands
To reply to a message using a specific command, select the button to display a list of Commands available from the current screen. You will need to scroll down to view all Commands in the list.

  • Send - Sends the selected command.

  • Cancel - Cancels the command.

Commands are explained in further detail later in this User Guide (see below).

Selecting sends you to the previous message in the mailbox; selecting sends you to the next message.

To scroll through a message, use the scroll bar to the right of the message.

More

Selecting More requests another section of the current message be sent to your device (only if there is remaining text).

All

Selecting All requests that notifications be sent to complete the message that you are currently viewing (only if there is remaining text).

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New Message Screen

At each folder you will see the New and Commands buttons below the messages. Below the folder and to the left is the New button. Select New to display the New message screen, as shown below.

If you wish to compose a quick message, you can choose from several selections by clicking the Quick Text tab. This displays a list of various replies you can use in place of typing out your own reply, as shown below.

Scroll down with the arrow in the bottom right-hand corner to view all Quick Text replies. Highlight the reply you wish to use and select Done to place the text into your message.

In the Message Header area you may select the To:, Cc: or Bcc: buttons to select the address(es) of your intended recipient(s).

  • To:/CC:/BCC: - Enter the address(es) of your intended recipient(s) here. You can also select these buttons to display the Recipient(s) screen (see below).

  • SU - Enter the subject of the message here.

Once you have composed your message, you have the following options:

  • Save - Saves the message to the Draft folder.

  • Send - Sends the message.

  • Cancel - Cancels the message. If information has been entered, you will be prompted if you would like to save it..

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Recipients


Selecting the To:, CC: or BCC: buttons will display the Recipient(s) screen. Here you can enter the address(es) of your intended recipient(s) and select Done. This will place the recipient address(es) in the To: field of the New message screen. The Recipient(s) screen is shown below.

If you wish to switch to another recipient type from that which you selected, select the down arrow next to To:, CC: or BCC: to display a drop-down list of these three options, as shown below.

  • Done - Closes the Recipient(s) screen and places addresses entered in the To: field of the Recipient(s) screen into the To: field of the New message screen.

  • Lookup - Displays the Recipients Lookup screen which is described the next portion of this User Guide.

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Recipients Lookup


At the Recipients Lookup screen you can search your Address Book for the name and/or address you entered in the Name and/or Address fields of the Recipients screen. The Recipients Lookup screen is shown below.

Select the desired address from the Address Book. Select Add and the address is placed in the desired field. To search for another address select Lookup again. Select Done to return to the New message screen.

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Section 8 - Commands


There are many commands which can be used with the NotifyLink Client application on the Palm Device. Commands allow even greater flexibility in managing your email account from your Palm Device. If you wish to no longer receive notifications from a particular address, you can respond to a message from that address with the BLOCK command. If you later wish to receive message notifications from this address, you can use the UNBLOCK command. If you had notification turned off, then turn it back on, you may issue the Catchup command to receive all emails that arrived when notification was turned off. 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 Commands from the Mailbox screen or Message screen displays a list of Commands. Depending on which screen you are at, a different set of Commands may be displayed. All available Commands are shown below.

The following buttons are available at the Commands screen:

  • Send - Sends the selected command.

  • Cancel - Cancels the 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 Client email notification. Select NOTIFY OFF from Commands list.
UNBLOCK Send notifications from a previously blocked address. Select UNBLOCK from Commands list.
CATCHUP Check for email that arrived when notification was turned off. Select CATCHUP from Commands list.
NOTIFY ON Enables NotifyLink Client email notification if it has been disabled. Select NOTIFY ON from the spin list.
BLOCK Send no more message notifications from this address. Select BLOCK from Commands list.

As you can see, using Commands is quite simple, and provides an easy-to-use means of managing your Mail Server from your Palm 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.

Section 9 - Attachments


Supported Devices

NotifyLink currently supports attachments on devices with Palm OS 4 and above. These devices include:

  • Treo 600 / 650

  • Tungsten T / W / C

  • Kyocera 7135

  • Samsung i500

Attachments on Incoming Messages

When you receive a message with attachments on it, you will be able to access a list of the attachments from the “Attachments” menu item.

       

When you tap on an attachment, you will be prompted to download. Clicking "Yes" will begin the download. This download will continue in the background until it is finished. You may leave the attachment screen until the download completes, but you will have to come back to the attachment screen to view your attachment.

Once the download is complete, when you tap on an attachment you will be given a list of choices of what you would like to do with the file. The choices you are given depend on what applications are installed on the device and whether or not there is a memory card.

For example, if there are no applications that can open the selected file you will not be able to download it to Palm’s internal memory. However, if there is a memory card in the device you will be able to download the file onto it.  If you do have the application that can open the selected file but do not have a memory card you will be able to download to Palm’s internal memory.

               

If you selected to open using an application, the file will be passed to that application and opened.

       

If you chose to save the file to a memory card, you will be presented with a dialog to select the card and path to save to.

       

NOTE: It is very important that you do not remove the memory card while the file is being transferred to it. Removing the card while it is being written to may cause permanent damage to the card.

Sending Messages with Attachments

There are 3 different ways a user can attach files to messages on the device.

  1. Attaching From the Compose Form

To attach files to a message, use the attachment icon on the Compose Message form. You will be taken to the Select Files form.

       

From the Select Files form, if there is a memory card, you can choose what memory card to look at and move through the directory structure using the path drop down list.

               

After marking the files you wish to add, use the “Add” button to attach them to the message. You will return to the “Attached Files” form. There you can mark any attached files and use the “Remove” button to remove them from the message. You can also use the “Add Files” button again to attach additional files.

Any files that are attached from the Handheld memory will be attached in their native Palm PDB or PRC format. They will have the appropriate “.pdb” or “.prc” extension. Any file attached from a memory card will be attached in it’s current format with its current name and extension.

  1. Get a File From Another Application

From the Select Files form, you can also use the “Get” button to ask another application for a file. Only applications that support this functionality will appear in the list.

               

  1. Sending From Another Application

From any app that supports it, you can select a file and send it to NotifyLink.  A new message will be created with the file. For example, from Quickword, you can edit a file you opened, save it, and send it to NotifyLink.

 

               

After selecting NotifyLink and “OK”, the file will be transferred to NotifyLink and the Compose Message form will be opened. There you can fill in the rest of the email. You can see that the attachment was added by selecting the attachment icon.

       

More files can be added using the “Add Files” button as described above.

Once you have finished composing the message and adding files, use the “Send” button to begin uploading the attachments and sending the message.

Tested / Supported File Viewers

NotifyLink has been tested with the following viewer applications on the Palm OS:

File Extension

Tested Viewers

.doc

Quickword v 7.x, Word To Go v 6.x

.xls

Quicksheetv v 7.x, Sheet To Go v 6.x

.ppt

Quickpoint v 7.x

.jpg

PhotoBase, Treo 600 Camera/Picture Application, JPEGWatcher Lite, AcidImage

.gif

Web Pro, Blazer v 3.0

.bmp

AcidImage

.htm

Web Pro, Blazer v 3.0

.txt

Quickword v 7.x, Memo Pad

.zip

HandZipper Lite

.mp3

Kyocera MP3 Player, Real Player (must be saved to memory card)

.prc/.pdb/.pqa

Palm OS System Launcher

.pdf

DocsToGo v 8

Any other file type that has a supported viewer application on the device should function correctly.
NOTE: One current exception is .pdf files. Adobe currently has a Palm viewer application, but the files must be converted to their Palm pdf format. If you try to open a .pdf file with the Adobe viewer from NotifyLink, the behavior may be unexpected.

Any type of file can be saved to a memory card.

Part II - NotifyLink Client - Wired Device

 

Section 1 - PIM (this feature is not supported in all products)


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

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 its 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.

Section 2 - New Features


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

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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:

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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 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.

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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TRADEMARKS AND SERVICE MARKS
Rijndael (AES) Library Copyright (c) 2001 Dr. Brian Gladman, Worcester, UK.