If mobile users have a data usage plan through a mobile operator, Exchange Active Sync on the mobile device can be used to synchronize email, contacts, calendar, and tasks over the air. Alternatively, they can use Desktop ActiveSync to partner their Windows Mobile 5.0-based device with an Exchange server by using a USB cable from a desktop computer that is connected to your network.
Regardless of the connection method that your users use, you will need to provide them with the following information before they can synchronize with your Exchange server:
The address of your external mail server.
Their respective Exchange usernames, passwords, and domains that they will use to access your Exchange server.
Your users can use ActiveSync on their mobile devices or on their computer to choose which types of data, such as contacts, calendar, tasks, e-mail, they will synchronize with Exchange. You may advise your users to uncheck any data types that should not be stored on their mobile devices.
For more information about ActiveSync and other features on Smartphones and on Pocket PCs, including step-by-step instructions for the use of those features, visit the Windows Mobile Web site at http://go.microsoft.com/fwlink/?LinkId=37728.
Synchronizing Directly with Exchange Server
If your users use the desktop ActiveSync setup, advise them to be sure to choose the option to synchronize their mobile devices directly with the Exchange server. Direct push technology and security policy enforcement will be effective only when the devices are synchronized directly with the Exchange server. Synchronizing mobile devices with only the desktop computer is not recommended.
Connecting to an Exchange Server by Using a Phone or a Wireless Network
Your users can use ActiveSync on a Windows Mobile 5.0-based device to synchronize their mobile device directly with their Exchange server.
The first time a user starts ActiveSync on his or her mobile device, the user will see two options: to synchronize using the desktop computer or to synchronize directly. If your users have the address of their Exchange server and know their respective Exchange usernames, passwords, and domains, the ActiveSync wizard will walk them through the steps.
To connect a Windows Mobile 5.0-based device to an Exchange server
1. On the Home screen, choose Start, choose ActiveSync, choose Menu, and then choose the Configure Server tab. If the mobile device has not yet been synchronized with Exchange Server, Add Server Source… will be the available option.
2. In Serveraddress, enter the name of the server that is running Exchange, and then choose Next.
3. Enter your user name, password, and domain name, and then choose Next.
4. If you want the mobile device to save your password so that you will not need to enter it again the next time that you connect your mobile device to Exchange, select the Savepassword check box.
5. Select the check boxes for the types of information items that you want to synchronize with Exchange Server.
6. To change available synchronization settings, select the type of information that you want to synchronize, choose Menu, and then choose Settings.
7. To change the rules for resolving synchronization conflicts, choose Menu, and then choose Advanced.
Your users can set up device synchronization with their Exchange server using their laptop or desktop computer and the USB cradle/connector that accompanies most Windows Mobile-based devices.
Before a USB sync connection can be made, ActiveSync must be installed on the user’s desktop computer. The ActiveSync software is available either on the Windows Mobile Getting Started Disc provided with the mobile device, or as a download from http://go.microsoft.com/fwlink/?LinkId=109230.
In the ActiveSync Setup Wizard, your users can:
Create a synchronization relationship between the desktop computer and the mobile device.
Configure an Exchange server connection to synchronize directly with Exchange server.
Choose which information types they would like to synchronize with Exchange.
To connect with Exchange Server by using a desktop computer
1. Install ActiveSync 4.1 or later on your desktop or laptop computer.
3. Connect the phone cable/cradle to the computer and cradle the phone and follow the instructions on the screen to complete the wizard.
4. When you finish the wizard, ActiveSync synchronizes your phone automatically. Once synchronization completes, you can disconnect your phone from your PC
Accessing a Corporate Network by Using a VPN Connection
If your corporate network includes access to a VPN server based on PPTP or L2TP/IPSec VPN protocols, your employees can set up their own connection with the interface provided with the Windows Mobile 5.0-based device. The VPN setup varies from device to device, so check with your manufacturer for instructions.
You can also provision the mobile devices so that the connection is configured and the users only need to supply their usernames and passwords. For more information about configuring your Windows 5.0-based mobile devices for VPN access, see “CM_VPNEntries Configuration Service Provider” topic in the Windows Mobile 5.0 SDK http://go.microsoft.com/fwlink/?LinkId=67444.