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

 

NotifyLink Client

 

with Palm Device Client

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

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 is currently waiting for registration messages." 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

Automatic Registration - When you access the NotifyLink Client from the device's Home Screen, you will see the Palm Client Registration popup, requesting the following information:

  • Email Address - The e-mail address of the account on the NLES Server.

  • Authentication Password - 8 character authentication password.

Click Register. A message will be displayed with the status of the registration. If the device registers successfully you will be prompted to check for registration messages. If the registration encounters an error, you will be notified that NotifyLink cannot be launched until registration is complete. If this error persists you should contact your system administrator. Once the registration messages have been received, you will then be able to enter the message list view at the NotifyLink client. (The NotifyLink client can be accessed from the Palm Device Clients home screen).

Authentication

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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. 

  • NOTE: SSL must be enabled from the web administrative portion of the NotifyLink Enterprise Server. You can see if SSL is enabled on your device by selecting "Preferences" from the options menu and then selecting "Account". If SSL is enabled the box will be checked. If SSL is disabled the box will be unchecked.

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Section 2 - Mailbox & Folders


Mailbox

Selecting NotifyLink from the Palm Device Applications screen will launch the application and display the Mailbox Screen. The Mailbox Screen display the current folder (upper left corner), the message count (upper right corner), the message list (center), and the Scheduled Push status (lower right corner). The Mailbox screen is shown below.

 

User Inbox with Scheduled Push enabled.

User Inbox with Scheduled Push disabled.

 

Options:

- Launch the Compose Screen to compose a new e-mail message.

- Launch the Compose Screen to compose a new meeting request.

- Delete all selected messages in the message list.

- Synchronize the device with the server.

- Display a list of commands available to send to the server.

- Launches the NotifyLink settings screen.

- Launch the Push Status screen

Folders

All Mailbox folders are accessed from the Folder List Screen. You can access the Folder List Screen by selecting the popup trigger that displays the current folder to switch to another folder.

 

Options:

- Choose the folder that is currently selected in the list

- Return to the Mailbox Screen without selecting any folders

- Expand the folder currently selected in the list (if the folder contains child folders)

- Collapse the folder currently selected in the list (if the folder contains child folders)

Folders:

  • Incoming - The Incoming folder displays all incoming messages in your mailbox, reguardless of which folder each message is located in.

  • Inbox - The Inbox is the default folder for incoming messages as well as PIM update messages.

  • Sent Items - The Sent Items folder is where all outgoing messages are stored.

  • Outbox - The Outbox folder is where all pending outgoing messages are stored.

  • Drafts - The Drafts folder is where newly composed messages that have not been sent are stored.

  • Trash - The Trash folder is where all messages deleted from your other Mailbox folders are stored.

Folder Mirroring

If you are using NotifyLink Enterprise Server 4.0 or later you can enable Folder Mirroring. Any folders that you have selected to retrieve mail (set up in the web console) will be mirrored on the device automatically.

Synchronizing Folders
Enabling folder mirroring on the server or changing your selected folders will automatically update the folder structure on your device. You can also manually synchronize your folders from the Folder List screen by using the "Synchronize Folders" menu item (shown below).

Moving Messages
Messages can be moved between any of the incoming mail folders, which includes the Inbox and any user defined folders synchronized to the device. Select the messages to be moved and choose "Move" from the Options menu to choose the destination folder.
NOTE: Moved messages are synchronized to the server.
NOTE: When moving messages, only folders that can contain incoming messages are available.

 

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Section 3 - NotifyLink Client Menu


To access the NotifyLink client menu use the stylus to tap the title bar (NotifyLink) or press the Menu hard key or soft key (if available).

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 setup preferences and settings for your account and network. You can also view information about the NotifyLink Client application using the About menu item.

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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 - Mark all messages in the current folder as selected. A check mark to the left of a message shows that it is selected.

  • Select Headers - Mark all SMS messages in the current folder as selected. Note: Items that may have already been selected will remain selected.

  • Select Read - Mark all Read messages in the current folder as selected. Note: Items that may have already been selected will remain selected.

  • Select Unread - Mark all Unread messages in the current folder as selected. Note: Items that may have already been selected will remain selected.

  • Deselect All - Deselects any selected messages in the current folder.

  • Sync - Initiate synchronization with the server. All pending outgoing messages are sent and any new messages are retrieved. PIM items are also synchronized.

  • Mark Read - Mark selected message(s) as read.

  • Mark Unread - Mark selected message(s) as unread.

  • Delete - Delete (move to Trash folder) selected message(s).

  • Delete All - Delete (move to Trash folder) all messages in the current folder.

  • Empty Trash - Permanently removes all messages currently in the Trash folder.

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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.

  • OTA Load - Launch the OTA Load screen (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, all events stored in your Mail Server will be accessed and saved to the native Calendar.
    Note: If you are using NotifyLink Enterprise server version prior to 3.2, you must choose a Begin Date Calendar events you wish to sync. Only Calendar events beginning with that date will be synchronized with your device.

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

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

    Note: Performing an OTA Load for a PIM type will erase all items of that type stored on the device prior to loading the items from your Mail Server.

    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.

    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 - Launches the Compose Screen to compose a new Meeting Request.

    • To: - To look up a recipient or enter the recipient addresses.

    • Date - Use the date popup to select the date of the event.

    • Time - Use the time popup to select the time of the event.

    • Event - Enter the name of the event.

    • Location - Enter the location of the event.

    Options:

    - Cancels the meeting request and exits to previous folder.

    - Sends the meeting request.

    - Saves a copy of the meeting request to the drafts folder.

  • RemoteLookup - Launches Remote Lookup, used to query global address books on the server.

  • Calendar - Launches the native Calendar application.

  • Address Book - Launches the native Address Book application.

  • ToDo List - Launches the native ToDo List (Tasks) application.

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Options


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

  • Reset Column Widths - Allows you to reset the width of the message list table columns back to the default values. NOTE: Column widths can also be adjusted by dragging the columns with the stylus.

  • Preferences - Launches the Preferences screen which displays links to all settings for the NotifyLink application (shown below).

  • Account - Account settings allow you to view information about the NotifyLink account set up for you on the server. Most of the information can only be viewed and cannot be edited from the device. Account information is synchronized to the device during the registration process. Account Settings only gives you the ability to change your password (authentication password) if you choose to.

    • Device Key - A unique identifier that NotifyLink assigns to each user. The field cannot be changed.

    • Email Address - The email address for the account the device is registered to. The field cannot be changed.

    • 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. This field cannot be edited.

    • Server Address - This is the external IP address of the web component of your Notifylink web server.

    • Use SSL - This box is checked if SSL is being used and unchecked if SSL is not being used.

    • Options Menu - The options menu (shown below) has two selections:

      • Refresh Account Info - When selected the device will get the latest account registration information from the server.

      • Remove Account - When selected the user will be prompted to remove the account or not. If the user answers yes to the prompt the account will be removed. If the user answers no to the prompt NotifyLink will return to the previous folder.

  • Cleanup - Email Cleanup allows you to set conditions for automatic deletion of email in your device Inbox and any custom folder you created on the server and had mirrored to the device. Options give you the ability to include unread email and/or unacknowledged mettings in the cleanup

    Cleanup Type Action
    None Automatic email cleanups are not performed.
    Daily Keeps a weeks worth of email in the Inbox or custom folder. Automatic cleanup will occur daily for email over one day old. (EX. Cleanup performed at 7 am on Tuesday cleans up email received prior to Monday 7am.)
    Weekly Keeps a weeks worth of email in the Inbox or custom folder. Automatic cleanup will occur daily for email over one week old. (EX. Cleanup performed at 7 am on January 21st cleans up email received prior to 7 am on January 14th.)
    Monthly Keeps a months worth of email in the Inbox or custom folder. Automatic cleanup will occur daily for email over one month old. (EX. Clenaup performed at 7 am on May 9th cleans up email received prior to 7 am on April 9th.)

    • Cleanup Unread Messages - If you want unread email included in the cleanup, check the box beside the Cleanup Unread Messages option.

    • Cleanup Unacknowledged Meetings - If you want unacknowledged meetings included in the cleanup, check the box beside the Cleanup Unacknowledged Mettings option.

    • Next Cleanup Time - Enter the time of day the device should run the cleanup procedure.

  • Email - Email Settings gives you the ability to define how the device will process email on your device.

    • Notification Alert - Check the box to activate: Device will show a pop-up alert every time new mail or PIM data is received.

    • Delete Sent Commands - Check the box to actiavte: Device will move commands to the trash after sending them instead of placing them in the Sent items folder.

    • Sync Read

      • Yes - Mark messages as read on the server when they are marked as read on the device.

      • No - Do not mark messages as read on the server when they are marked as read on the device.

      • Prompt - Prompt to mark messages as read on the server when they are marked read on the device.

    • Sync Deletes

      • Yes - Delete messages on the server when they are deleted on the device.

      • No - Do not delete messages on the server when they are deleted on the device.

      • Prompt - Prompt to delete messages on the server when they are deleted on the device.

  • File List - When File List is enabled, it allows the device to send a list of files and corresponding versions (if applicable) to the server.

    • Enable Sending File List - Is enabled when the box is check and disabled when the box is unchecked.

    • File List Interval - This allows the user to choose how often the file list will be sent to the server. This can be set to one of the follwoing:>/p>

      • Daily - Sends a file list to the server every day.

      • Weekly - Sends a file list to the server once a week.

      • Monthly - Sends a file list to the server once a month.

  • PIM - PIM Settings give you the ability to choose which type(s) of PIM items (calendar, contacts, tasks) you want to synchronize to the server. Any additions or changes made on the device will be sent to the server if you have checked the box next to a PIM item type.

    • Sync Calendar - Check the box to activate. Calendar changes made on the device will be synchronized with the server.

    • Sync Contacts - Check the box to activate. Contact changes made on the device will be synchronized with the server.

    • Sync Tasks - Check the box to activate. Task changes made on the device will be synchronized with the server.

    • PIM Changes Summary - Check the box to activate. A summary message will be saved to the inbox whenever a PIM item is added, updated, or deleted.

    • NOTE: PIM Change Summary notifications can be useful for a user whose appointments or tasks are somtimes updated by secretarial or supervisory staff. It can also be useful for troubleshooting and the use of it is often recommended under those circumstances.

  • Push - Push Settings give you the ability to customize how often your device synchronizes with the Notifylink server. There are separate settings for weekdays and weekends. Synchronization can be turned off, set for all day, or set for intervals. An on demand sync can be performed, as well, giving you the ability to initiate a synchronization session whenever you wish, regardless of the scheduled cycle you have set.

    Scheduled Push Client Direct Push Client
    • Push Type - Push type to use. There are two types: Scheduled Push and Direct Push.

      • Scheduled Push - When Scheduled Push is enabled, new items on the server will be synchronized to the device at the specified Frequency during the time selected.

        • Push Frequency - If you have weekday or weekend set to All Day or Interval, type in the number of minutes between synchronizations (valid entry = 1 to 90 minutes).

      • Direct Push - When Direct Push is enabled, as soon as there are new items on the server these items will be synchronized to the device.

        • Advanced Button - When pressed the advanced options will be displayed on the screen. If pressed again the advanced options will not be displayed on the screen.

          • Timeout -

          • Refresh Interval -

    • Weekday - Determines when push is enabled on weekdays. This can be set to one of:

      • All Day - Push is enabled all day.

      • Interval - Push is enabled between the start and stop times.

      • Off - Push is disabled.

    • Weekend - Determines when push is enabled on weekends. This can be set to one of:

      • All Day - Push is enabled all day.

      • Interval - Push is enabled between the start and stop times.

      • Off - Push is disabled.

    • Time - When selected a time selector popup box will be displayed. The user will be able to select the start and stop times that synchronization will occur for both weekdays or weekends.

  • Display - Launches the Display Preferences screen (shown below). The display preferences for each folder in your Notifylink mailbox can be set individually. The name of the folder that the preferences will be saved to is dispalyed at the top of the Display Preferences screen.

    • Display Type - Allows you to choose the shading options for your display.

    • Sort By - Allows you to choose the column your display will be sorted by.

    • Sort Type - Allows you to choose the order in which your new messages will appear.

      • Ascending - New messages will appear at the bottom of your display.

      • Descending - New messages will appear at the top of your display.

    Options:

    - Save the display preferences for the folder specified in the title bar of the screen.

    - Save the display preferences to all folders in your NotifyLink mailbox.

    - Exit without saving.

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

  • Sounds - Sound Settings allows the user to set the sound options when new mail has been received. There are sound settings for email and level one messages.

    Email Level One
    • Tone - Allows you to choose from a list of tones.

    • Volume - Allows you to set the volume level that the tone will be played at.

    • Vibrate - Allows you to choose when the device will vibrate.

    • Repeat - Allows you to set the number of times the tone will be played.

  • General - General Settings are system wide NotifyLink application settings.

    • Set As Default Mailer - Make NotifyLink be the default email program on your device. For example, when you click on the mail to: link, NotifyLink will be the default program to send the email.

    • Calendar Launcher [Application] - This option allows the device to check if NotifyLink is synchronizing before opening the calendar application. A new calendar shortcut icon is placed in the launcher.

    • Close Network After Sync - Closes the network connection immediately after synchroniziing, instead of leaving it open and waiting for it to time out.

    • Send Outgoing Interval - Specifies how often your Outbox folder is polled to determine whether or not there are outgoing messages that need sent. A valid interval is between 1 and 60.

  • Message List - Message List settings allow the user to change the dispaly color for various types of messages.

    Options:

    - When selected a color palette will be displayed allowing the user to select the text color of the specified message element type.

    - When selected a color palette will be displayed allowing the user to select the backgorund color of the specified message element type.

    - When selected the background and text color, of the specified message element type, will be reset to the original color.

    • NOTE: The current colors selected will be displayed in the element column (as shown below).

  • Security - Security Settings give you the ability to edit several security passwords/keys to match changes made on the server. You would usually not make any changes to these settings unless instructed to do so by your system adminstrator. In most cases the security information can be synchronized from the server to your device. This is a prefereble method of making changes since it assures your information will match on both sides. NOTE: When entering the security settings screen you will be prompted for your current lock password.

    Password Prompt Security Screen
  • Authentication - Authentication Settings gives you the ability to change your NotifyLink Authentication password and the Basic Authentication username and password.

    • Authentication Password - This is the authentication password that NotifyLink uses to verify the user accessing the server. This password must match the NotifyLink authentication password set for the account on the NotifyLink server.

    • Basic Authentication Username - This is an optional Authentication Username that can be used if Basic Authentication is enabled on the web server used by the NotifyLink Enterprise Server web component.

    • Basic Authentication Password - This is an optional Authentication Password that can be used if Basic Authentication is enable on the web server used by the NotifyLink Enterprise Web component.

  • Encryption - Encryption Settings give you the ability to view the type of encryption being used and to manually change your encryption key.

    • Encryption Type - This lists the type of encryption being used. The encryption type can only be changed on the NotifyLink server. This will be one of the following:

      • None

      • AES

      • TDES

    • Encryption Key - This displays the current encryption key being used. If the encryption key is changed on the device then it must also be changed on the server.

  • It Policies - IT Policy Settings gives you the ability to view which settings have been locked by an IT Policy on the NotifyLink server. Setting that have been locked with an IT Policy from the NotifyLink server cannot be changed on the device.

  • Lock - Lock Settings gives you the ability to password protect the device, define how often password proection is enabled, and set a message that is displayed when the device is locked.

    • Lock Password - Password that must be entered to access the device when it is locked.

    • Lock Enabled - Check the box to activate: Enables password protection for the device.

    • Lock Timeout - Number of minutes of inactivity before the device is locked.

    • Lock Message - Message displayed on the prompt to enter the lock password when the device is locked. When the Lost Msg button is pressed a popup screen, where you can edit the lost message, will be displayed (shown below).

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

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Section 4 - 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.

The following items can be found in the message header:

  • Scroll Bar - This can be used to scroll through the entire message header.

  • Previous - Selecting will take you to the previous message in the mailbox.

  • Next - Selecting will take you to the next message in the mailbox.

The following operations are available from the Read Message screen:

    - Selecting Done returns you to the mailbox screen.

    - Selecting 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. Note: If you need to see the original message, it is displayed below the subject area with a scroll bar to the right of it.

    - Selecting Reply 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 Su: field. Note: If you need to see the original message, it is displayed below the subject area with a scroll bar to the right of it.

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

    - Selecting Forward displays the forward screen, much like the Reply screen, places the subject of the message being forwarded in the Su: field. You will have to manually enter any address/addresses of the recipient(s) you wish to forward the message to.

    - Selecting Move displays the move screen and allows you to move the message from the Inbox to any custom folders you have created.

    Note: The Reply, Reply All, and Forward screens will all have the same format as the screen shown below.

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

    Options:

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

    - Sends the message.

    - Saves the message in the drafts folder.

    - Attaches files to the message. See Attachments section on sending messages with attachments

    - Opens quick text screen.

    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 icon in the bottom left hand corner of the screen. Selecting this will display the new message screen, as shown below.

    Options:

    - Cancels composing the message and exits to the previous folder.

    - Sends the message.

    - Saves copy of message in the drafts folder.

    - Attaches files to the message. See Attachments section on sending messages with attachments

    - Opens quick text screen.

    If you wish to compose a quick message, you can choose from several selections by clicking the Quick Text icon. 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 from the Compose screen will display the Recipient(s) screen. Here you can enter the address(es) of your intended recipient(s). This will place the recipient address(es) in the appropriate field of the Compose message screen. The Recipient(s) screen is shown below.

    Options:

    - Return to the Compose message screen, copying any entered recipients into the appropriate field of the Compose message screen.

    - Launch the system address book to look up a recipient to add.

    - Launch Remote Lookup to query a global address book for recipients to add.

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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 and exits screen.

    • Cancel - Cancels the command and exits screen.

    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 How to Send
    Email Messaging On Enables NotifyLink Client email notification if it has been disabled. Select Email Messaging On from the list and click Send.
    Email Messaging Off Disables NotifyLink Client email notification. Select Email Messaging Off from the list and click Send.
    Catchup Check for email that arrived when notification was turned off. Select Catchup from the list and click Send.
    Unblock Send notifications from a previously blocked address. Select Unblock from the list and click Send.

    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.

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    Section 6 - Attachments


    Supported Devices

    NotifyLink currently supports attachments on devices with Palm OS 5 and above.

    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.

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    Section 7 - Remote Lookup


    If you are using NotifyLink Enterprise Server 4.0 or later you can use Remote Lookup to query global address books defined on your server. You can access Remote Lookup from the "PIM" menu of the Mailbox screen or using the "Remote" button on the Recipients screen (while composing a new message).

    Performing a Query
    To perform a new Query, launch Remote Lookup and choose the "Query" button. Fill in a first name or a last name, (or both) and click "Submit". All results from the submitted query will be listed as soon as the query is finished.

    Options:

    - Exit Remote Lookup and return to the previous screen.

    - Add all selected results to a a new outgoing message. If Remote Lookup was launched from the Recipients screen, all of the selected Remote Lookup results are added to the Recipients Screen. If Remote Lookup was launched from the Mailbox Screen, a new message is created in the Compose message screen and all of the Remote Lookup results are added as recipients.

    - Launch the input form to enter query information and submit a new Remote Lookup query.

    - Get the next 20 results for the most recently submitted query. NOTE: This will not be available unless you perform a query that returns more than 20 results.

    Remote Lookup Menu

     
    • Save - Save all selected results to the native address book.
    • Save All - Save all results to the native address book.
    • Clear List - Erase all of results currently being displayed.
    • Toggle Display Order - Toggle the display: "FirstName, LastName" or "Firstname Lastname"

    Viewing Results
    To view contact information without saving to the address book choose one of the records using the stylus or the 5-way navigator.

     

    Options:

    - Return to the results screen.

    - Add the current contact to a new outgoing message. If Remote Lookup was launched from the Recipients screen, all of the selected Remote Lookup results are added to the Recipients Screen. If Remote Lookup was launched from the Mailbox Screen, a new message is created in the Compose message screen and all of the Remote Lookup results are added as recipients.

    - Save the current contact to the native address book.

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    Part II - NotifyLink Client - Wired Device (Only Palm Client Version 4.0.5)

     

    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 OTA Load 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 OTA Load 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 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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