Setting Up Microsoft ActiveSync for PocketPC or SmartPhone

 

Introduction

This procedure walks through the steps required for your PocketPC or SmartPhone to use Microsoft ActiveSync to connect to the Thoughtbus email service for synchronization of email and calendar information.

 

Pre-requisites

You will need the following items to get started:

-          PocketPC or SmartPhone – running Windows Mobile 2002 or 2003 software. (Note that PocketPC 3.0 and previous versions of PocketPC and Windows CE software will not synchronize with Thoughtbus – they can only synchronize with a PC.)

-          Thoughtbus mailbox with ActiveSync service enabled. (Send email to support@Thoughtbus.com to enable ActiveSync service.)

-          PC running Windows 2000 or XP, and:

o        Outlook 2000, 2002, or 2003 connected to your Thoughtbus mailbox

-          The latest Microsoft ActiveSync installation media – you can download this from Microsoft ActiveSync Download - on www.microsoft.com

-          USB cable to connect PocketPC to your PC. (Do not connect until ActiveSync is installed on the PC!)

-          Active Internet connection to PocketPC (and your PC of course).

 

 

Part 1 - Installing the ActiveSync software

  1. Download and install the latest ActiveSync software from Microsoft ActiveSync Download - on www.microsoft.com to your PC.

 

  1. ActiveSync starts automatically after the installation completes.

 

  1. Connect the PocketPC to your PC via the USB cable.

 

  1. ActiveSync detects your PocketPC and establishes a connection to it. The following window displays:

 

  1. Select ‘Yes’ and press ‘Next’.  The following window appears. For this procedure, we’ll go with the ‘Standard Partnership’, and press ‘Next’:

 

 

  1. The following window appears now. Here’s where we’ll specify that we’re going to synchronize with Exchange Server and ActiveSync (then press ‘Next’):

 

  1. Next, you’ll enter the information to access your Exchange Server. (Note that your ‘username’ here is generally the part of your primary email address to the left of the ‘@’. It’s always the ‘NT4 Login Name’ specified in the User Properties page of the Thoughtbus Administration Console.)  The ‘server name’ will always be ‘mail.thoughtbus.com’, and the ‘domain’ will always be ‘ENOMIA’ here:

 

  1. Next you’ll specify the information you’ll synchronize with the Thoughtbus Exchange Server. You can choose to synchronize your Contacts, Calendar, and/or Inbox:

 

  1. The next window appears to be a disclaimer for synchronization of the Pocket PC with Exchange Server.  However, it just applies to the first synchronization. Depending on whether you want to save the data currently on your Pocket PC, select the appropriate option:

 

  1. The next few windows deal with synchronizing the Windows Mobile device with your PC – not with Exchange Server. Choose a name for your Windows Mobile device and enter it in the next window:

 

  1. Check the check-boxes of the items you want to synchronize with your desktop computer. (Note that ‘Notes’ and ‘Tasks’ from Microsoft Outlook are listed here, because they were not selected for Internet-based synchronization with Exchange Server.)

 

 

  1. The next window is the ‘Setup Complete’ window:

 

  1. When you press ‘Finish’, ActiveSync will start synchronizing the Pocket PC with the desktop computer:

 

  1. When you look on the Pocket PC, in the ‘Start / ActiveSync’ view, you’ll see that ‘Synchronize with Windows PC’ is running, and when ActiveSync finishes, it displays the results of the desktop synchronization.

 

  1. In order to synchronize with the Thoughtbus Exchange Server, press the ‘Sync’ button in the middle of the screen on the Pocket PC. It will then commence synchronizing.

 

  1. At this point, your PocketPC/SmartPhone ActiveSync configuration is setup.  If synchronization does not succeed, please re-try this procedure, and if that fails, please contact Thoughtbus Support.

 

(end of procedure)