At IU, how do I configure Exchange ActiveSync for my Treo 650 from my desktop computer?

The first time you configure Exchange ActiveSync for use with Palm Treo 650, you need to do it from a Windows desktop computer. If you've used ActiveSync on your Palm device, you can configure ActiveSync directly from the device; see At IU, how do I configure Exchange ActiveSync on my Treo 650?

To configure Exchange ActiveSync for your Treo 650 from your desktop computer:

1. Insert the Palm Treo 650 software installation CD into your computer's CD drive. The CD should automatically run Palm's Discover Your Device application. Select Setup Your E-Mail at the top of the Palm software window.
   
   
2. The Setup Email Account window will appear. Choose a username for your device; this will be the name you have given your handheld or the default username.
   
   
3. Under "Choose a set up option", select Create a new VersaMail account that works with my personal or business email account and press Next.
   
   
4. Select A mail service from this list, choose Exchange ActiveSync from the dialog box, and press Next. You will be prompted with a message that indicates synchronizing with your Exchange account may create duplicates in your calendar, and that your calendar on your handheld device will be removed and replaced with your calendar information located on the Exchange server the next time you synchronize with Exchange. Press Yes to continue, and then press Next.
   
   
5. On the Microsoft Exchange Server Setup page:
   
   
   • Name this Account: This can be any name you choose to give this connection (e.g., IU Exchange Mail).
   • Enter your Username: This is your Exchange username. Normally, this is the same as your IU Network ID username, but may differ from that if you have multiple IU email addresses.
   • Enter your Password: This is the password you will use to access your Exchange account.
   • Enter your email address: This is the email address associated with your Exchange email account. If you have multiple email accounts this might not be  user@indiana.edu , but could be  user@exchange.iu.edu .

   Press Next.

6. On the next screen, enter:
   
   
   • Exchange server name: www.exchange.iu.edu
   • Port Number: 443
   • Maximum message size: This option will depend on the amount of disk space available on your Treo and the type of data contract you have with your cellular provider. If you have a limited data contract or limited storage on your device, set your maximum message size to 10 kilobits or less. This will reduce the amount of data consumed on your wireless data contract and the amount of space used to store messages on your device.

   Check This server requires a secure connection (SSL), and press Finish.

7. Select the top radio button, indicating that you are finished with the setup and wish to transfer these settings to your device, and then press Next. You will be prompted to perform a HotSync with your computer by pressing the HotSync button on your USB cradle. You may be prompted to pick a device if you have more than one Palm device partnered with your HotSync software; choose the name that corresponds to the Treo 650. After the HotSync is complete, if you are prompted to reset your handheld, press Reset.
   
   
8. On the Treo, open the VersaMail program. Using the stylus, tap the word VersaMail on the upper right, tap Options at the top of the screen, and then tap Preferences.

   On the Preferences screen, tap the Delivery Options button and follow these steps:

   1. Change the Get option from Entire Message to Subject Only.
   2. Choose the amount of mail you wish to save on the device by choosing the appropriate time span next to the Mail from Last checkbox.
   3. Check Download attachments. This option will not download attachments automatically, because you have selected Subject Only for mail delivery; rather, you will have the option to download attachments on a per message basis.
   4. Tap OK to return to the Preferences screen.
   
   
9. On the Preferences screen, tap Auto Sync. This option will set your Treo to retrieve your mail at a timed interval. Check Sync Automatically; the options for Auto Sync will appear below the checkbox.

   In the first dialog box, set the interval at which your device will synchronize with the Exchange server; you may choose timed intervals ranging from 5 minutes to 12 hours. In the second and third dialog boxes, set the hours during which you want Auto Sync to occur; choosing a start time of 8am and an end time of 7:59am will allow you to synchronize your device 24 hours a day. The last option on this page allows you to set the days of the week Auto Sync occurs. Tap a day of the week to add or remove it from the schedule. In the lower right corner, you can set the alerts for incoming messages and failed synchronizations.

   After you have finished making changes to the Auto Sync page, tap OK to return to the Preferences screen.

10. At the Preferences screen, under "Advanced", tap the Server button. On this menu, you have the option to delete mail from the server after deleting it from VersaMail; select this if you want the mail deleted from your device to also be deleted from your Exchange account.

    Note: To reduce the amount of cellular data consumed by your device, limit the size of your messages and attachments. At any time, you can choose to download the rest of a message by tapping the small icon that looks like a small envelope with an arrow pointing down in the lower right of the message. You can also mark an attachment for individual download by tapping the attachment icon at the bottom of the email. Once you tap the attachment icon, the device will connect and download the attachment.

11. To begin synchronizing, tap the Sync button at the bottom of the VersaMail window while viewing your Exchange account.

Note: If you have more than one email account set up in VersaMail, you can switch between accounts by tapping Exchange in the upper left, tapping Accounts on the right, and then selecting your account from the drop-down menu.

For more information on how Exchange ActiveSync works with Treo, visit the Palm Knowledge Library document Using Microsoft Exchange ActiveSync for email and calendar synchronization.

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