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NotifyLink User's Guide

for the SmartPhone

 

Table of Contents

Section 1   What is NotifyLink
Section 2   Installing/Uninstalling NotifyLink on your SmartPhone
    Installing NotifyLink using the  Over The Air Installer
    Device Application - SMS Push version vs. Scheduled Push version
    Registering your device with NotifyLink
    Authentication
    SSL Support
    Uninstalling the Device Application
Section 3   NotifyLink Integration
Section 4   Accessing NotifyLink
Section 5   NotifyLink Prefs
    Navigation
    Commands Dialog
    PIM
    PIM Settings
    Meeting Request
    Initial Sync
    Sync Settings
    Preferences
    Security
Section 6   Maintenance
    Delete Multiple Emails
    Auto Cleanup Options
    Cleanup Email
    Cleanup PIM
    Logging
    Licenses (Scheduled Push client only)
Section 7   Downloading Attachments
Section 8   Saving Attachments

Part I - NotifyLink - SmartPhone

Section 1 - What is NotifyLink


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

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

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

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

 

 

Section 2 - Installing/Uninstalling NotifyLink on your SmartPhone


Installation

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

Device Application - SMS Push version vs. Scheduled Push version

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

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

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

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

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

Installing NotifyLink using the Over The Air Installer

Here you will be able to download or upgrade NotifyLink to your Smartphone without being connected to a computer . To do this, follow these steps:

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

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

You can click on the link for Windows Mobile Smartphone Devices.

STEP 3:      Next, in the Download section you will see a part that says, "If you are downloading from your Smartphone device, please download just the .cab file below." Click on the link for the version of NotifyLink that you want to run.  The links will look like "Download NotifyLink Smartphone Scheduled Push Client .cab File (Version x.x.x.x)" or "Download the NotifyLink Smartphone SMS Push Client .cab File (Version x.x.x.x)."

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

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

When the install is complete you will be able to user the latest version of NotifyLink.

 

Registering your device with NotifyLink

Scheduled Push Client version:

If there are no licenses present (there should be none with a fresh install) then you must select Add to add a license. After you click to add a license, you will be asked to enter the your Email address and authentication password. Once those are entered, select the Register button and the device will register your information and return with "Your device has registered successfully, would you like to look for new registration messages?" When prompted, select yes and then you should see Registering in Progress (3) and Registering in Progress (4). After the fourth registration message, your device has been registered successfully.

To Customize NotifyLink, use the NotifyLink application. It is located under the Programs or Start button from the main screen. You can periodically check messages by selecting NotifyLink Sync from the same location.

After clicking to add a new license, you will see the registration screen below:

  • Email Address - This is the Email address that will have mail synchronized with the device. This should be entered exactly how it appears on the server.
  • Password - This field should contain your authentication password. This is an eight-character password that you can find on the server.
    Note: This authentication password is case sensitive.

If the registration process returns any error, you can manually register. To manually register, you need to enter the following information:

  • Registration Key - key that was provided to you with the software.
  • Full Name without Spaces - enter your full name (no spaces are allowed). NOTE: the Full Name without spaces has to be the same as the PIN or Pin Alias that you defined to the user on the web admin tool. You can verify this under Edit User Device on the web admin tool.
  • Server Address<
    • NLES Users - enter the EXTERNAL IP of the Notify Web box.
    • Hosted Users - enter the URL address that was given to you via email.

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

Authentication

  • Finding the Registration Password:
    • The password is found on the Edit User Device section of the Notify Administrative console web interface or the device button on the client web interface.  NOTE:  The password on the Edit User Device page on the server is read-only.  In order to modify this authentication password, see the instructions below.

  • Changing the Registration Password:
    • You can 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. 

  • Entering the Authentication Password:
    • 4.0 Registration in Scheduled Push:
      • When registering the device, you will be asked for this authentication password. Just enter this into the Password field on the registration screen.
    • Manual Registration and SMS Push Registration:
      • The NotifyLink device client application will automatically detect when authentication has been enabled on the server. This automatic detection occurs whenever the client application connects to the NotifyLink Enterprise Server. A dialog will appear asking the user for their authentication password. The user will have to enter their 8-character password.
      • If there is no activity for 15 seconds, the prompt will automatically cancel so that headers can still be processed on SMS Push devices.
      • If an incorrect password has been entered, the prompt will reappear. The dialog will keep allowing the user to enter the password until the user enters the correct one, or the Cancel button is selected.

SSL Support

SSL is supported on Smart Phone 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 devices 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 and for Scheduled Push client and not using the manual registration, SSL must be enabled from the web administrative portion of the NotifyLink Enterprise Server. If using the Scheduled Push client and registering manually, it is enabled by selecting the checkbox when registering (See Below).

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Initial PIM Synchronization

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 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.

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

Uninstalling the Device Application

Note: Before uninstalling, please make sure that you are using at least version 4.0.0.7. If you are using a previous version, please upgrade before uninstalling.

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

To uninstall the device application from the device:

  • From the main screen select Programs
  • Select Settings next
  • Select Remove Programs
  • Select the NotifyLink application
  • Select Remove

To uninstall the device application from your desktop PC:

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

Note: after the uninstall, you will have to delete the NotifyLink.vol located at either \storage\Application Data or \IPSM\Application Data from your device.

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Section 3 - NotifyLink Integration


NotifyLink integrates into the inbox that ships with the Smartphone. This is similar to how the NotifyLink Pocket PC application works. Please refer to your device manual for instructions on using the inbox application. Also, you can refer to the NotifyLink Pocket PC user guide, as many things are very similar.

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Section 4 - Accessing NotifyLink


After NotifyLink has been installed, three new items will be added to the Programs list on your device. The items that will be added are NotifyLink Attachments, NotifyLink Prefs and NotifyLink Sync.

  • NotifyLink Attachments will allow you to save attachments anywhere on your phone or memory cards.
  • NotifyLink Prefs will allow you to change your preferences and perform specific NotifyLink operations.
  • NotifyLink Sync will cause NotifyLink to immediately begin its sync process.

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Section 5 - NotifyLink Prefs


Navigation

When the Prefs application initially opens you will be taken to the Commands page. All of the forms in the Prefs application have a “Menu” button that allows you to navigate to the page you would like to go to. The polling version will also have the Licenses dialog.

SMS Push                           Scheduled Push

 

Commands Dialog

The Commands dialog allows you to send the Notify On, Notify Off, and Catchup commands.

  • Notify On - This command sends a message to the server telling it to turn Notification On. When Notification is On, the device is actively awaiting email at all times.
  • Notify Off - This command sends a message to the server telling it to turn Notification Off. When Notification is Off, the device will not look for new email. Users generally turn Notification Off when they are in a meeting, or when they do not want to be disturbed by incoming email.
  • Catchup - The Catchup command is used when a user wants to "catchup" for emails that were pending for the device when Notification was Off. A user issues this command when he wants to get all email that is waiting for the device while Notification was turned Off. A user should issue this command while Notification is Off and prior to turning Notification back On.

PIM

The PIM sub menu has six items: Pim Settings, Meeting Request, Initial Calendar Sync, Initial Contact Sync, Initial Tasks Sync, and Remote Lookup.

PIM Settings

From this dialog the user can change the PIM account and other PIM settings.

  • PIM Account allows you to switch your default email account on your PPC device to an account other than that which you are currently using. This assumes you have more than one email account and at least one other account has been set up on your PPC device. The PIM account is the account used for PC Access, syncing and loading.
  • Save PIM Change Summary allows the option to save a summary of OTA change events to the Main Inbox of your PIM account.
  • Synchronize Calendar Changes tells the device to send any Calendar changes (that were made on the PPC device) to your Mail Server.
  • Synchronize Tasks Changes tells the device to send any Tasks changes (that were made on the PPC device) to your Mail Server.
  • Synchronize Contacts Changes tells the device to send any Contacts changes (that were made on the PPC device) to your Mail Server.
  • Auto Sync Contacts tells the device to do a Contact load daily at the specified time. To enable auto contact sync, check the Auto Sync Contacts checkbox and select a time in Daily at drop-down list. Once this is checked a field will be displayed where you can enter the time that the auto contact sync should occur. Note: the Contact load will delete all current contacts on your device. You should not enable this feature if you are in a low coverage area.
Note: Starting in version 4.0.0.0, Auto Sync Contacts will be unavailable.

Meeting Request

This dialog allows a user to initiate a Meeting Request. All fields must be completed in order for the Meeting Request to be processed.

Replying to a meeting request 

Upon opening a meeting request, you will be able to accept or decline using links in the email message.

Click the first link to accept the invitation, the second link to decline, and if applicable, the third link for a tentative accept.

Unfourtunatly the native Accept/Decine (as shown below) is NOT supported.

Initial Sync

The Initial Sync options allow the user to send a command to the server to perform an Initial Sync of a specific PIM type. An Initial Sync should be performed for each type of PIM the user wants to sync with on the device.

       

After an Initial Sync of a PIM item is performed then the synchronization between Server and device is automated. So, if a change is made on the device, this change will be made on the server and vice versa. This is always after an Initial Sync is performed. There is one exception to this rule and that is with Contacts. Synchronization with Contacts is only one-way, from the device up to the server. So, a change made on the server will not synch down to the device. Again, this one-way synchronization is only with Contacts.

Address Book Mappings

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

Sync Settings

There are two items in this sub menu, Weekday and Weekend. These allow you to set your automatic synchronization settings for Monday thru Friday and Saturday thru Sunday independently of each other.

Refer to the Pocket PC user guide for further explanation of these settings.

Remote Lookup:

If there are public address books on the server and the server is set up correctly, using remote lookup will allow users to search through the public address book and add any contacts to the address book.

  • First Name – The first name of the contact that you are searching.
  • Last Name – The last name of the contact that you are searching.
  • Search Button – Will find the first 20 contacts that meet the searching requirements.
  • Search Menu Item – Will find the first 20 contacts that meet the searching requirements.
  • More Menu Item – Will search for the next 20 contacts from your previous search.
  • Add Menu Item – Will insert the selected contact into the address book.
  • Add All Menu Item – Will insert all of the contacts into the address book.
  • Info Menu Item – Will display all of the information from the selected contact.

Preferences

In the Preferences dialog the user can alter their settings for sending message changes back to the server. They also can turn off the new message popup notification here and they can select to save attachments directly to a memory card.

There are two options for marking messages as Read or Delete on the Server. These are No and Yes. Setting the option to Yes will synch all Deletes and/or Reads with the server. Selecting No will not synch any Reads and/or Deletes with the server.

The Display New Message Notification checkbox tells the user that he or she has received a new email when this box is selected. When this box is not selected than the device will not notify the user when a new email comes in.

The Store Attachments on Memory Card option stores attachments directly to the Memory Card when this checkbox is selected.

Security

This dialog allows to user to manually edit their encryption key. It also tells what type of encryption is being used for each account.

Section 6 - Maintenance  


The Maintenance sub menu has two items: Delete Multiple Emails and Auto Cleanup Options.

Delete Multiple Emails

NotifyLink can delete all or a range of Emails located in any of the folders. In this dialog you can select the options you would like.

The Folder options will have all of the folders located in Pocket Outlook. The default folders will be Deleted Items, Drafts, Inbox, Outbox, and Sent Items.

The Delete list will contain “Date Range” and “All” options.

  • Date Range will delete only the messages that lie between the Start and the End time that are located in the specified folder.
  • All will delete every message in the specified folder.

The “Delete unread messages?” check box tells whether or not the mass delete should also delete messages that have not yet been read.

The “Empty the Deleted Items when finished” will remove these messages from the phone instead of sending them to the Deleted Items folder.

Auto Cleanup Options

The Auto Cleanup Options sub menu has two items: Cleanup Email and Cleanup PIM.

 

Cleanup Email

NotifyLink can automatically clean up your inbox, sent, and deleted items folders. In this dialog you can select the options you would like.

Cleanup will run every day at the time specified. It can also be run on demand by selecting the Run Now button.

The Folders have the following options.

  • None – Nothing is cleaned in the folder.
  • Daily – Messages older than 24 hours will be deleted.
  • Weekly – Messages older than 7 days will be deleted.
  • Monthly – Messages older than 1 month will be deleted.

The “Delete unread messages?” check box tells whether or not the cleanup should also delete messages that have not yet been read.

When the Cleanup runs, any items that are to be cleaned in the inbox or sent items are moved to the Trash. Any items that were in the trash that met the criteria are completely removed and cannot be recovered.

Cleanup PIM

NotifyLink can delete completed tasks or old calendar items. These settings as well as the Cleanup Email will both be applied when cleanup is run.

The Clean-up Completed Tasks checkbox will clean up tasks that have already been completed.

 

Logging

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

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


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

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

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

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Licenses (Scheduled Push client only)

On Scheduled Push clients, the licenses form allows the user to manage their accounts. They can add a new license, change an existing one, or remove a license. Refer to the Pocket PC user guide for more information.

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Section 7 - Downloading Attachments


NotifyLink downloads attachments in their native desktop format. To download and view an attachment on a message, first go to the inbox application and open the message with the attachment. At the bottom of the text you should see “Mark For Download”. You MUST select “Mark For Download” first before trying to click the hyperlink. The file must be downloaded BEFORE you use the hyperlink to view it. Select this and an options form will appear. Select the attachment to download and click download. You will have to confirm that you want to download now and then the attachment will download.

   

   

When finished downloading, return back to the message. Select the link for the message and you will be able to open and view it.

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Section 8 - Saving Attachments


NotifyLink can save attachments to any directory. These attachments have to be completely downloaded. To do this, first select a folder that is the destination. Second, select a message where the attachment lies. Third, select the attachment. The Save As field will become the name of the attachment; you can change this if you wish. When everything is all set, push the save soft key.

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