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.
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.
Section 1 - Device
Setup
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
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:
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
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:
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.
Section 2 - Mailbox & Folders
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.
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.
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. 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
Moving Messages
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 provides several utilities with which you can manage messages in your Mailbox folders. 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 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. 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. 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.
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
About NotifyLink - displays version information for the NotifyLink Client application on your Palm Device. Section 4 - Message Screens 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:
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. - 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).
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. - 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..
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.
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.
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.
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.
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. 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. 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. 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. Any type of file can be
saved to a memory card.
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
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
Viewing Results
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.
Part II - NotifyLink Client - Wired Device (Only Palm Client Version 4.0.5)
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 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.
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:
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.
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:
TRADEMARKS AND SERVICE MARKS | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||