4.4  Windows Mobile 2003 and 2003 Second Edition

4.4.1  ActiveSync settings in Pocket PC Edition
4.4.2  ActiveSync settings in Smartphone Edition

Windows Mobile 2003 and Windows Mobile 2003 SE in cooperation with Kerio MailServer provide the following features:

The following features are not supported by Kerio MailServer for this system version:

4.4.1  ActiveSync settings in Pocket PC Edition

It is not necessary to install the ActiveSync application since it is included in the Windows Mobile operating system (it can be found under Start → ActiveSync).

Before the starting to configurate, it is necessary to check if connection of the device to network is set correctly (required for connection to the mailserver). This can be tested for example by using Internet Explorer to connect to Kerio WebMail (see chapter 1.2  Authentication to Kerio WebMail).

If the connection does not fail, you can start to set ActiveSync:

  1. Open the Start menu and run ActiveSync (see figure 4.9  The Start menu).

    The Start menu

    Figure 4.9. The Start menu


  2. In the ActiveSync application, click on Tools and select Options from the menu (see figure 4.10  The ActiveSync application, the Tools menu).

    The ActiveSync application, the Tools menu

    Figure 4.10. The ActiveSync application, the Tools menu


  3. This opens the configuration dialog divided to several tabs.

    To set direct connection between the device and Kerio MailServer, open the Server tab (see figure 4.11  ActiveSync — basic server configuration).

    ActiveSync — basic server configuration

    Figure 4.11. ActiveSync — basic server configuration


  4. On the Server tab, use the Sync with this server entry to specify Internet name of the server where your email account is created (at figure 4.11  ActiveSync — basic server configuration, address mail.company.com is used).

  5. Click on Options and set the following parameters on the Connection tab:

    ActiveSync — user login data settings

    Figure 4.12. ActiveSync — user login data settings


    User name

    Use this entry to specify the user name used for authentication to Kerio MailServer.

    Password

    Use this entry to specify the password used for authentication to Kerio MailServer.

    Domain

    Use this textfield to enter the email domain name (usually it is the part of your email address after the @ symbol).

    Save password

    If you do not wish to be asked for the login data by each startup of the synchronization, enable this option. If you want to use the feature of automatic synchronization, this option is required to be enabled.

    Another section of the dialog is the Rules tab. The following parameters are covered:

    ActiveSync — synchronization rules settings

    Figure 4.13. ActiveSync — synchronization rules settings


    When connected to my PC, server sync

    These settings apply to the period when the device is connected to the workstation via the ActiveSync desktop application.

    When server sync conflicts occur

    The menu allows to set measures to be taken in case that a collision occurs during the synchronization (see figure 4.33  ActiveSync — the Advanced dialog box).

    Collisions might occur when some folders to be synchronized have been changed both on the server and on the device since the last synchronization. According to the parameters set here, ActiveSync will either beat the change performed on the server with the one applied on the device or the other way round. By default, the changes on the server overwrite the changes on the device. It is recommended to keep these settings.

    Logging

    The option allows to set logging of the synchronization traffic. Logging is disabled by default since it is helpful only if a problem occurs.

    Once the Connection and Rules tabs are set, return to the Server tab.

  6. The This server uses an SSL connection option allows encryption of any traffic between the server and the device. It is highly recommended to keep the option enabled to protect your connections from debugging and misuse.

    To allow the encryption, it is required that an SSL certificate is installed on the device. If your company uses certificates authorized by a commercial certification authority, it is possible that your device already includes support for SSL encryption. If the company uses a certificate generated by Kerio MailServer or another internal certificate, it is necessary to install another certificate on the device; otherwise, the synchronization would not work. Guidelines for installation of the certificate on devices are available in section 4.2  SSL Certificates.

  7. The Server tab (shown at figure 4.11  ActiveSync — basic server configuration) also includes settings of folder synchronization. The Sync these items section shows list of folders which can be synchronized by the application. Simply check those folders which should be synchronized.

    The Settings button also included in the dialog is active only upon clicking on the Calendar or Inbox folder and it opens a dialog where synchronization parameters for calendar and email can be set. The Contacts folder does not contain any other parameters.

    Calendar Server Sync Options

    Selection of the Calendar folder and a consequent clicking on Settings opens a dialog with synchronization settings (see figure 4.14  ActiveSync — calendar synchronization settings). The dialog includes a menu where it can be set how old data will be synchronized.

    All upcoming events are included in the synchronization. However, to shorten the time needed for synchronization, it si possible to set the maximum age of events to be synchronized (it is not necessary to synchronize old data where the information will not be needed any longer).

    By default, data up to two weeks old is synchronized. If you need to synchronized also older data, change the settings. In such a case, bear in mind that at least the first synchronization may take longer.

    ActiveSync — calendar synchronization settings

    Figure 4.14. ActiveSync — calendar synchronization settings


    Inbox Server Sync Options

    Selection of the Inbox folder and a consequent clicking on Settings opens a dialog with synchronization settings (see figure 4.15  ActiveSync — email synchronization settings). The dialog includes several options to customize synchronization:

    ActiveSync — email synchronization settings

    Figure 4.15. ActiveSync — email synchronization settings


    • Amount of messages to copy — this option allows to set how old messages will be synchronized. By default, messages up to three days old are included in the synchronization.

    • To save space, copy at most — only messages of the size up to the value set here will be synchronized.

    • Include file attachments — if this option is enabled, attachments are also included in synchronization.

    • Only if smaller than — the value entered in this option sets the maximum size of email attachments to be synchronized. Larger attachments are excluded from synchronization.

    The settings described above help decrease time needed for synchronization as well as the load of the synchronization on network connection.

  8. Return to the Server Synchronization dialog (see figure 4.11  ActiveSync — basic server configuration) and open the Mobile Schedule tab. This opens the Mobile Sync Schedule dialog where synchronization's behavior can be defined (see figure 4.16  ActiveSync — automatic synchronization settings):

    ActiveSync — automatic synchronization settings

    Figure 4.16. ActiveSync — automatic synchronization settings


    Peak times

    Sets the synchronization interval for peak time (the time when you need as fresh information as possible, usually this time includes the working hours).

    Off-peak times

    Sets the synchronization interval for off-peak time (usually at night).

    Roaming

    These settings apply to roaming. To decrease the roaming costs to the minimum, keep the default settings and use manual synchronization. In other words, synchronization will be started only when the Sync button is clicked.

    Sync outgoing items as they are sent

    This option allows immediate synchronization with the server whenever a new message is sent or a new event or contact created.

    Click on Peak Times to open a dialog (see figure 4.17  ActiveSync — synchronization peak times), where intervals for peak time can be set.

    ActiveSync — synchronization peak times

    Figure 4.17. ActiveSync — synchronization peak times


  9. Save the settings by the Ok button. To test whether the settings allow proper functionality, use the Sync button in the ActiveSync main window. This button can be used for manual synchronization whenever needed.

4.4.2  ActiveSync settings in Smartphone Edition

It is not necessary to install the ActiveSync application since it is included in the Windows Mobile operating system (it can be found under Start → ActiveSync).

Before the starting to configurate, it is necessary to check if connection of the device to network is set correctly (required for connection to the mailserver). This can be tested for example by using Internet Explorer to connect to Kerio WebMail (see chapter 1.2  Authentication to Kerio WebMail).

If the connection does not fail, you can start to set ActiveSync:

  1. Open the Start menu and run ActiveSync (see figure 4.18  The Start menu).

    The Start menu

    Figure 4.18. The Start menu


  2. In the ActiveSync application, click on Menu and select Options from the menu (see figure 4.19  ActiveSync — Menu → Options).

    ActiveSync — Menu → Options

    Figure 4.19. ActiveSync — Menu → Options


  3. In the Sync dialog just opened, select the Server Settings option (see figure 4.20  ActiveSync — the Sync menu).

    ActiveSync — the Sync menu

    Figure 4.20. ActiveSync — the Sync menu


  4. In theServer Settings dialog box, select the Connection option (see figure 4.21  ActiveSync — the Server Settings menu).

    ActiveSync — the Server Settings menu

    Figure 4.21. ActiveSync — the Server Settings menu


  5. In the Connection dialog box (see figure 4.22  ActiveSync — the Connection dialog box), set the following parameters:

    ActiveSync — the Connection dialog box

    Figure 4.22. ActiveSync — the Connection dialog box


    User name

    Use the entry to specify the user name used for authentication to Kerio MailServer.

    Password

    Use the entry to specify the password used for authentication to Kerio MailServer.

    Domain

    Use the textfield to enter the email domain name (usually it is the part of your email address after the @ symbol).

    Save password

    If you do not wish to be asked for the login data by each startup of the synchronization, enable this option. If you want to use the feature of automatic synchronization, this option is required to be enabled.

    Server name

    Enter the Internet name of the server where your email account is stored.

    This server uses an SSL connection

    The This server uses an SSL connection option allows encryption of any traffic between the server and the device. It is highly recommended to keep the option enabled to protect your connections from debugging and misuse.

    To allow the encryption, it is required that an SSL certificate is installed on the device. If your company uses certificates authorized by a commercial certification authority, it is possible that your device already includes support for SSL encryption.

    If the company uses a certificate generated by Kerio MailServer or another internal certificate, it is necessary to install another certificate on the device. For guidelines for this procedure, see section 4.2  SSL Certificates.

  6. Once login data and server name are set, click on Menu and select the Rules option. This opens the Connection Rules dialog box (see figure 4.23  ActiveSync — the Conflicts dialog box) providing the following options:

    ActiveSync — the Conflicts dialog box

    Figure 4.23. ActiveSync — the Conflicts dialog box


    Sync

    These settings apply to time when the device is connected to a desktop computer.

    Logging

    The option allows to set logging of the synchronization traffic. Logging is disabled by default since it is helpful only if a problem occurs.

  7. Use the Done button to save settings and return to the Server Settings dialog (see figure 4.21  ActiveSync — the Server Settings menu) and select Conflicts (see figure 4.24  ActiveSync — the Conflicts dialog box).

    ActiveSync — the Conflicts dialog box

    Figure 4.24. ActiveSync — the Conflicts dialog box


    The When Conflicts occur menu provides options of measures to be taken when synchronization collisions occur.

    Collisions might occur when some folders to be synchronized have been changed both on the server and on the device since the last synchronization. According to the parameters set here, ActiveSync will either beat the change performed on the server with the one applied on the device or the other way round. By default, the changes on the server overwrite the changes on the device. It is recommended to keep these settings.

  8. Click on Inbox to open a dialog where email synchronization can be set (see figure 4.25  ActiveSync — the Inbox Server Sync dialog box). The dialog includes several options to customize synchronization:

    ActiveSync — the Inbox Server Sync dialog box

    Figure 4.25. ActiveSync — the Inbox Server Sync dialog box


    • Include past — this option allows to set how old messages will be synchronized. By default, messages up to three days old are included in the synchronization.

    • Limit e-mail size to — only messages of size up to the value set will be synchronized.

    The settings described above help decrease time needed for synchronization as well as the load of the synchronization on network connection.

  9. Click on Calendar to open a dialog where synchronization of events can be set (see figure 4.26  ActiveSync — Calendar Server Sync). The dialog includes a menu where it can be set how old data will be synchronized.

    New events will be synchronized without exception. However, to shorten the time needed for synchronization, it si possible to set the maximum age of events to be synchronized (it is not necessary to synchronize old data where the information will not be needed any longer).

    By default, data up to two weeks old is synchronized. If you need to synchronized also older data, change the settings. In such a case, bear in mind that at least the first synchronization may take longer.

    ActiveSync — Calendar Server Sync

    Figure 4.26. ActiveSync — Calendar Server Sync


  10. Click on Contacts to open a dialog where synchronization of contacts can be enabled (see figure 4.27  ActiveSync — Contacts Server Sync).

    ActiveSync — Contacts Server Sync

    Figure 4.27. ActiveSync — Contacts Server Sync


  11. Return to the Sync dialog (see figure 4.20  ActiveSync — the Sync menu) and select Mobile Schedule. This opens a dialog where synchronization's behavior can be defined (see figure 4.28  ActiveSync — Mobile Schedule):

    ActiveSync — Mobile Schedule

    Figure 4.28. ActiveSync — Mobile Schedule


    Peak time sync

    Sets the synchronization interval for peak time (the time when you need as fresh information as possible, usually this time includes the working hours).

    Off-peak time sync

    Sets the synchronization interval for off-peak time (usually at night).

    Roaming sync

    These settings apply to roaming. To decrease the roaming costs to the minimum, keep the default settings and use manual synchronization. In other words, synchronization will be started only when the Sync button is clicked.

    Sync outgoing items as they are sent

    This option allows immediate synchronization with the server whenever a new message is sent or a new event or contact created.

  12. Click on the Menu button and select Peak Times to open a dialog where intervals for peak time can be set.

  13. Save the settings by the Done button. You can use the Sync button to test if the settings are correct. This button can be used for manual synchronization whenever needed.