Although you can certainly get a good feel for what Windows Mobile 2003 software is about by using it on its own, Microsoft suggests synchronizing with a desktop PC to fully experience all its great features. The desktop system should run Windows XP operating system for optimal use (Windows 98, Windows Millennium Edition (Windows Me) and Windows NT® 4.0 are also supported). The demonstrations in this guide are based on a system running Windows XP, using optional components listed below. (Additional purchase may be required.)
Use the following guidelines to assist you in the setup of your test environment. (For a complete list of minimum hardware requirements and detailed setup data, please see the System Requirements section in the online documentation.)
Windows XP for optimal use (Windows 98, Windows Me and Windows NT 4.0 (Service Pack 6) are also supported)
It’s a good idea to enter a few contacts, calendar events and e-mail items into Outlook before you set up the Pocket PC to provide some information to transfer to the device. You’ll also need a second desktop Outlook client to facilitate exchanging e-mail and appointments and to set up — or have access to — a Microsoft Exchange Server. This can also double as a POP3/IMAP4 server if you decide to test those services. (Consult the Outlook and Exchange Server documentation for detailed setup information.)
Configuring and Customizing the Pocket PC
Before you use the Pocket PC, there are a few initial setup steps to be performed. (If this is the first time you’ve plugged the device in, allow it to charge for three to four hours first.)
Turn the unit on; a screen like the one below left will appear. Tap anywhere on the screen to continue. Now use the stylus to tap on the center of the cross as it moves about the screen. This is important to ensure accurate response to the stylus.
The next few screens are designed to give you a taste of how the stylus works in two ways: single-tap and tap and hold. Tap on Next to move on. Tap and hold the stylus on the dental appointment until the pop-up menu appears, and then tap on Cut. Tap and hold once more in the 11 a.m. slot, and tap on Paste on the resultant menu. At the Congratulations s
T apping once more takes you to the Today screen. The first thing you might want to do is enter an owner name, so tap where it tells you to. Fill in at least the Name and Telephone fields, and then tap on OK.
That’s it for the preliminary setup. You’ll now move on to the installation of the ActiveSync 3.7 software, which automatically synchronizes your personal data on your desktop PC to your Pocket PC so you’re always up to date regardless of where you are.
After installing ActiveSync, attach the cable from the Pocket PC cradle to an available USB port. Then plug in the power transformer and connect it to the cradle. (Note: Do not insert the Pocket PC into its cradle until instructed to do so.)
Insert the Pocket PC Companion disk into your CD-ROM drive. If AutoPlay is disabled, double-click on SETUP.EXE in the root directory of the CD. The initial screen will disappear after a brief pause, or you can click on the bluebutton.
Once at the main screen, select Start Here.
If you haven’t already installed Outlook on your desktop, click on Install Outlook 2002, click on the Install button, and follow the on-screen instructions.
Now select Install ActiveSync 3.7, and click on its Install button. Click on OK at the first message box. At the next dialog box, change the setting to Run this program from its current location and click on OK.
When you see the Security Warning dialog box, click on OK. The setup wizard will now start. Click on Next >. Leave the default installation folder and click on Next >.
The Get Connected dialog box should now appear. Insert your device into the cradle and turn on the power. Click on Next >. Please wait while the setup checks for your device. At the New Partnership screen, select Standard Partnership and click on Next >.
O n the Select Synchronization Settings page, place a check next to the items you want to synchronize with the desktop. Make sure you select the Inbox and Notes options so you will be able to view e-mail and notes. Leave AvantGo unchecked for now. Click on Next >.
At the Setup Complete screen, click on Finish.
The ActiveSync status box will now appear, and you’ll see the items you chose synchronize, one by one. Wait until synchronization is complete before removing the Pocket PC from its cradle.
W The Pass-Through feature will let you perform many of the exercises in this guide right from the cradle. However, not all networking protocols are supported. In particular, the Terminal Services Client, File Share access and VPN connections will not work.
ith ActiveSync 3.7 installed, your Pocket PC has network connectivity directly from the device cradle. Users with multiple POP3 or IMAP4 e-mail accounts will really appreciate this feature because it allows users to manage multiple accounts.
T o view the Pass-Through settings, select the ActiveSync Options menu, and then click on the Rules tab. During installation, ActiveSync will detect if your desktop’s browser is configured to use a proxy server. If so, the Connection: box will display Work. If you have a direct connection to the Internet, then The Internet should appear. Click on OK when you are finished.
ActiveSync 3.7 delivers more current and up-to-date information by offering scheduled synchronization options and notification-based synchronization. Background sync options are unobtrusive to users and allow device sync without turning on the display screen.