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DMEClient_UserGuide_3.6_WM

1. CHANGING THE WAY YOU_GO DME version 3 6 DME Client User Guide 3 6 Document version 1 0 Created on 27 10 2011 For Windows Mobile devices Contents Contents Introduction 3 COP VEC AL Ito RM COM ad dd 3 Company MOMania a 4 A E E E E E 4 Features and Deno 0G tits 5 ETI ONOSY rasa tdi 5 General concepts 7 AE A ESI A OAT EAE EAT ETE TE AT EIA AE ATE E 7 BA A O ea eae ates te aterm acon see A IIA A A ean aucnaises 7 Changing Mailbox password Serial lito dla dd cds 8 A A A EE NE 9 A A A A a O E 9 SYVHCOLONIZALION ONE dd il E E cid 10 ls A A O 10 Conicet 11 SynENTOnIZa On MENOR rr A e oa 11 TGA ATOR and TES A AA AS A AAA EG 12 Exibe Held MapN A A NE 13 User guide Windows Mobile devices 15 Installing DME on Windows Mobile ccccccccccnncccononoonccncnnnnnnononnnnnonononnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnss 15 AAA A 16 Remova the cuentista 19 TEDMEDSkOD aine e a e a Ea e dese aamnenaustes 20 DESO ACHOS archana ul lada 20 SNOEN 21 WoHanse ithto CTS imoa a a a a tancanoininaedenanes 22 ETa seit gu es i tia aad rs gts ad 9a areata lad Sedge oe cap ed deca ean be das Sea cunae tee ancesdaeaate las acumaaetaedgadaaee 24 ExMalCcON Strait tati 25 Readine esmas dde ecos A E E E O 26 Erealino and SEMIS e mails iia oido 31 Fodera HONS eeri io s n 36 BV O RR 38 Global AOS DOOR A A 39 Ema lS On Sr ad iaa dal 40 Esmats On PMOMe kaosi a A A 42 Calendar E a E a a O 43 IMterdcnom Witt Nall Ve
2. E mail has attachments EZ Chris Barber Excitor Invitation New home page 22 04 09 9 O Closed envelope bold type unread Q Niels Fange Excitor 21 104 0 Forgot the attachment sorry Kas Gerda Verbeet Excitor 21 04 09 Open envelope Please remember to review the price li rea Go to Desktop E mail icons On the left side of of each e mail in the mailbox view an e mail icon is displayed The icon tells you quite a bit about the e mail at a glance An unread e mail is shown as an unopened envelope The sender is displayed in a boldface font 2 An already read e mail is shown as an opened envelope In addition to this different symbols can be superimposed on the e mail envelope providing you with more information Symbol Meaning This e mail has been replied to a This e mail has been forwarded f This e mail contains one or more attachments O This e mail is a meeting invitation This e mail has high priority y This e mail has been marked for follow up This e mail is encrypted D 25 DME Client User Guide 3 6 2011 Excitor A S A This e mail is signed The Replied to and Forwarded status are synchronized with the server If for instance you reply to an e mail from your device then your mailbox in Outlook or Notes will also show that you have replied to the e mail lay An e mail in the Drafts folder re An e mail in the Sent folder The e mail ic
3. Lotus Notes DME does not support the Lotus Notes system of alternate notifications The text from the Description field will be used as both main and alternate notification La Exchange 2003 Exchange 2003 does not support start and end days for OOF rules and the dates will be ignored by Exchange 2003 Exchange 2007 2010 DME does not support different reply messages for internal and external recipients The text from the Description field will be used for both types of recipients When a new device is created in DME a set of default settings for the device is sent to the client the first time the device connects with the server or when a new user takes over an existing device These settings should represent your company s security policy Note that the DME administrator may have blocked your access to changing any or all of the settings described in the following sections When a permitted range is mentioned in the following sections the range may in fact have been changed by the DME administrator The Deployment guide contains information for DME administrators about recommended settings and permitted range values General settings 66 Launch on startup Select Yes Enabled to make the DME client launch every time you start your device This is default and highly recommended for security purposes Select No Disabled if you want to start the DME client manually Language In this field you can specify which language to u
4. you need to press a modifier key first Shift or Fn When you have pressed DME shows a list of the currently defined shortcuts DME Secure E mail 7 Y 4 X SDME 0 Search e mails Sync e mail 2 Mark read 3 Mark unread 4 New e mail S View folders 6 Open calendar Q Open contacts Now press the number of the shortcut action you need for instance 5 to open the Folders view Shortcuts can be used whenever the cursor is not inside an editable field in an editable field the shortcut keys will simply be inserted as regular characters You can change the definition of shortcuts to better suit the way you use DME For more information see Shortcuts settings on page 76 Working with folders 22 The DME mailbox consists of at least the following folders Inbox Outbox Drafts Sent and Unread The first four of these folders function as the corresponding folders on the collaboration system Notes or Outlook The Unread folder is a smart folder which shows all unread messages in any folder in the DME client When an e mail in the Unread folder is read it disappears from view but naturally remains in the folder from which it originated Apart from these standard folders subfolders created on the collaboration system Notes or Outlook can be shown on the client Subfolders from the collaboration system can be shown 1f the folder synchronization feature is enabled on the DME server and on the client see Folders
5. viewer Not all devices are for instance able to view Word documents For more information consult your DME administrator The Tools menu in the DME menu contains options that apply to the DME client in general The menu contains the following items 63 DME Client User Guide 3 6 2011 Excitor A S Settings Control the look and feel and the operation of your DME client See Settings on page 66 Reset Refresh the contents of your DME client with a new copy from the server Care should be taken before resetting See Initial import and reset on page 12 Out of office Lets you enable disable or change your out of office message See Out of office on page 65 Change password With this function you can change your network password See Changing mailbox passwords on page 8 Set PIN code With this function you can temporarily replace your collaboration system password by a simpler PIN code for use on the DME client See Setting PIN code on page 64 below Cost control Displays your current cost control status See Cost control on page 62 Log Displays the event log which is kept by the DME client The log can be useful in support questions See also If you need further assistance on page 81 Setting PIN code 64 For reasons of security you may be required to enter a long complex password with a mix of letters and special symbols to gain access to the network and collaboration system This may be easy enough
6. If more results were returned than the specified number of results per page you can go to the next pageful of results Alternatively press the scroll key to the right or click the right selection key Press Close or Back on some devices to close the search and return to the e mail folder from which you opened the search window Please note that for best performance your mailbox should be indexed For more information about indexing your mailbox see the documentation for Lotus Notes or Microsoft Outlook Note also that if you choose to search in a folder which contains other folders you will get different results depending on your collaboration system 4 DME Client User Guide 3 6 2011 Excitor A S If you use Domino the search for e mails will be performed in the selected folder only If you use Exchange a message will be shown Do you wish to include subfolders in your search If you answer Yes e mails in the subfolders of the selected folder will be searched as well Selecting folders When you select the folder list button you can see a list of the e mail folders in your collaboration system mailbox The list is in the form of a tree structure where you can expand and collapse the tree and individual branches by tapping the plus and minus icons If Folder synchronization is enabled see Folders settings you see all folders in your collaboration system mailbox Otherwise the first time you display this list you
7. When you change this setting it will not take effect until you have synchronized the device If the current mode shown after the Calendar mode label is different from your selection you need to synchronize the device for the setting to take effect For more information see Interaction with native calendar on page 44 Days back When items are synchronized items from the last number of days selected here will be synchronized and available in the device See To do for more information Days forward When items are synchronized items up until the number of days selected here will be synchronized and available in the Calendar Calendar pull If you select Enable client initiated pull synchronization of calendar items is enabled This corresponds to the Scheduled sync settings on page 75 but is independent of the synchronization schedule set up on the DME server Select Disable to disable the client initiated sync of calendar items Note that this feature may be disabled if you are roaming For more information see Roaming Pull interval If Calendar pull is enabled the client will initiate a sync every number of minutes selected here Start time In this field you can specify the time of day after which client initiated pull should start if this is enabled Use the local time format for instance hh mm ss or hh mm ss am pm Example 08 00 or 08 00 am End time In this field you can specify the time of day a
8. can only choose among All folders Inbox Drafts and Sent However you can display the actual mail folders in your mailbox on the collaboration system by opening the DME menu and selecting Update folders i DME Secure E mail Y 4 ok amp Corporate Private Sales Gy Yor Cancel Update folders The DME client communicates with the server and downloads a list of the mail folders you have defined in your mailbox on the collaboration system See Navigating the folder tree on page 22 for information about moving between folders E mails on phone 42 From any mail folder you can search for a text string contained in an e mail in the DME client gt Searching for a text string 1 Open the menu and select Search gt E mails on phone or select the E Desktop icon and choose E mails on phone 2 Complete the search fields in the form 1 a Search text In this field enter the text to search for This field cannot be blank 2 H Field Select the e mail fields in which to search for the specified text Click to choose between the following options Any field All text fields are searched for the specified text string Sender recipient Only Sender and recipient fields are searched Subject Only the Subject field is searched Subject Body Both the Subject and the Body fields are searched User guide Windows Mobile devices Calendar 3 Folder Choose the folder in which the e mails to
9. e mails is displayed gt Start e Y ez Sr 3G TELMORE 2 17 7 10 Mo ka l m w 0 20 to a E Review 3 00PM 4 00PM Oslo office Last connected 1 33 PM Unread 9 Calendar Contacts Depending on your Today screen setup and your current Calendar mode up coming calendar events are also shown See Calendar settings on page 72 On Smartphones you must add DME to the Home screen plugin manually by selecting an option in General settings see General settings on page 66 User guide Windows Mobile devices Installing DME on Windows Mobile If DME is for some reason not shown in the Today screen on your Pocket PC you can set it up by opening the Today application in the Settings program group Tap the Items tab and select the DME check box Settings fm Til d ok Today Checked items appear on the Today screen C Device Lock C Pocket MSN DME Today timeout Appearance Items Tap OK and exit the Settings program group to see the Today screen including the DME item Logging in When the DME client is launched the login window is shown DME Secure E mail Yj 4 lt X SDME 0 gt DME gt Password Login You must log in with the same user name and password that you would use for the collaboration system on your desktop PC For Lotus Domino users this 1s your Internet password Contact your IT department if you have problems with your user name or password If t
10. A S All rights reserved Due to continued product development this information may change without notice The information and intellectual property contained herein 1s confidential between Excitor A S and the client and remains the exclusive property of Excitor A S If you find any problems in the documentation please report them to us through our customer support services Excitor A S does not warrant that this document is error free Furthermore Excitor A S does not warrant that the illustrations and screenshots used in this document reflect your version or the latest version of the program described For the latest version of this product documentation go to the DME website DME http www excitor com No part of this publication may be reproduced stored in a retrieval system or transmitted in any form or by any means electronic mechanical photocopying recording or otherwise without the prior written permission of Excitor A S DME DME Sync VoiceExtender SmartEncrypt and AdaptivePush are trademarks of Excitor A S DME Client User Guide 3 6 2011 Excitor A S Microsoft SQL Server Microsoft Exchange Windows Windows Server 2003 Windows Server 2008 and Active Directory are trademarks or registered trademarks of the Microsoft Corporation in the United States and other countries Lotus Notes and Domino are trademarks or registered trademarks of IBM Corporation registered in the U S and other countries Apple Appl
11. DME will add the signature from this field first and then the e mail disclaimer will be added by the DME server at the very end of the e mail after any reply history Folders sync Folders sync In this field you can choose to enable synchronization of e mails in subfolders by default The e mails are synchronized for the number of days specified in the Days back field You can change the setting for individual e mail folders see Setting folder options on page 23 Regardless of this setting the folder structure as such without e mails is synchronized between the collaboration system and the device You need the folder structure when choosing where to search for e mails on the server see E mails on server on page 40 and for moving e mails to other folders Days back In this field you can specify how many days back the DME client should synchronize e mails in subfolders Note that with higher numbers the load on the DME server will increase This number may be changed for individual folders Apply to all folders now This option will always be off when you open the folder settings tab Think of this option as an action button if you select it the settings for Days back and Sync folders made in this window will be applied to all folders instantly regardless of their individual settings This is a way to realign all folder settings with default values Calendar settings In the calendar settings you specify the synchroniz
12. DME will ask which of the numbers you want to call An note about international calls If a phone number is preceded by or 00 DME will remove any initial O in the first set of parentheses from the number before dialling it Otherwise it will be dialed as it is For instance The number 012 555 23421 will be sent to the phone dialer as is The number 44 012 555 23421 will be sent to the dialer as 44 12 555 23421 This is in compliance with international standards Create Select Create gt E mail Meeting to create an e mail to or a meeting with the selected contact s Only contacts with associated e mail addresses are included in the recipient or participant list Or select Create gt Contact to create a new contact See below for more information 55 DME Client User Guide 3 6 2011 Excitor A S Synchronize Select this option to synchronize your local contacts with your collaboration system personal address book immediately Actions In this menu you can choose the following options Call See above Send SMS Send a text message to the selected contact s Edit contact Edit the currently highlighted contact See below for more information Delete Delete the currently selected contact s Details View all contact information for the currently highlighted contact Interaction with the device Contacts As mentioned previously the DME Contacts may be integrated with the contacts application which is n
13. In this field you can specify which screen you want to see after logging in to the DME client You can choose between the following options Last Used DME remembers which of the below views was active when you last logged out of DME and starts here when you log in again Desktop DME starts in the Desktop view after logging in Inbox DME opens the Inbox after logging in Calendar DME opens the Calendar after logging in To do DME opens the To do view after logging in Notes DME opens the Notes Journals view after logging in Applies to Lotus Notes users only Feeds DME opens the Feeds view after logging in For more information see The DME Desktop on page 20 Background In this field you can specify the color of the Desktop background You can choose between the following two options Dark The Desktop is shown with a dark background Light The Desktop is shown with a light background The background is not affected by any choice of theme on the device Startup sound If this field is set to Enabled DME will play a sound when you launch the client Menu tree Create If you have access to the full DME client the menu structure of the DME client is as follows Note that the DME menu structure is dynamic If your license does not include all functionality or if some functionality is turned off by the DME Administrator there will be less menu items than shown below E mail Create a new e mai
14. Manager you may be permitted to dial the number anyway if your balance permits see next section If you do you should know that the call will be registered by DME and the administrator will be able to see who you called If you are not permitted to make the call your call will be blocked Note that the above applies to phone calls SMS texting and MMS In you are sending an SMS or an MMS to multiple phone numbers each of the numbers will be treated according to the rules above Call balance 62 For each user or group of users the DME administrator defines a maximum limit or a quota for each type of traffic phone calls SMS text MMS and data A price is assigned to each unit of the type of traffic one minute of talk one text one MMS and one KB of data Another price is assigned to the same type of traffic when you are roaming User guide Windows Mobile devices Files Files Tools As you use your phone DME keeps track of the number of units you use If the total price of the units consumed exceeds the limit defined for you DME will either show a warning with your current balance before placing the call or DME will show the warning and then block the call depending on how the DME administrator has set up DME Cost control The warning is shown every time you increase the balance by texting or placing a call In case of data traffic DME will not block the data connection only issue a warning if your quota is
15. can add or review any attachments for the note For information about working with attachments see Attachments and Sending attachments Feeds 60 With a DME 3 6 server you can get RSS feeds on your client The feeds are defined by the DME administrator User guide Windows Mobile devices Feeds An RSS feed is a stream of links to articles or other content from a website that is frequently updated such as a news site Another source of an RSS feed could be a sales tools database a list of new orders or other information from the sales database or many other things The source of a feed 1s called a feed provider The advantage of using DME s RSS feed reader over any other feed reader is that the content of the feeds which may be sensitive if the feed source is an internal database is kept within the secure storage space of DME To view the feeds that have been set up for you select svi on the Desktop A screen such as the following is shown 3 gt ome 14 00 Feeds o EN 2 10 Reuters Company Futures signal mixed opening for Wall Street 26 09 2011 10 26 Stock index futures pointed to a mixed opening for U S markets on Monday with futures for the S amp P 500 down 0 2 percent Dow Jones futures rising 0 1 percent and 14 00 Close Each feed to which you subscribe 1s listed The number below each feed shows the total number and the number of unread articles in the feed You or the administrator can lim
16. exceeded This is because the DME client relies on the data connection being open Your balance is reset once or twice a month depending on how the administrator has set up your subscription To view your current balance click the a icon on the Desktop or select Tools gt Cost control in the DME menu The window shows the limit that has been defined for you your current consumption and the balance left for you to use If you have exceeded your quota the balance is shown on a red background The original quota is shown after the balance in parentheses The balance is also shown in any warnings that you receive about restricted numbers If file synchronization is enabled files can be synchronized using scheduled sync or manual sync Files can be synchronized in one of three ways which is determined by the sync method selected in the file rule set up by the DME administrator One way just like receiving an e mail The files are downloaded to your device if updated on the server since your last sync Execute The files are downloaded and executed on your device if they were updated on the server since your last sync Two way just like editing a meeting invitation The files are downloaded to your device if updated on the server since your last sync or uploaded to the server if you updated the files on the client since your last sync For a file to be of use on the device the file type in question must have an associated
17. key To collapse the folder again tap the minus icon or press the Left navigation key To navigate to the subfolders tap the folder or press the Down navigation key 2 Folders that you have chosen to keep synchronized are shown with a synchronization symbol 5 3 If the plus sign on a folder is grey like this S it means that it cannot be selected On Domino systems you can create folders and subfolders at the same time by naming a new folder like this Work Testing When created in this way the parent folder Work cannot itself contain e mails but Testing can Therefore you cannot select the parent folder here but you can navigate to the subfolder by pressing the Right navigation key To select a folder tap it or use the navigation keys to move to the folder you want to see and press the navigation key The folder is shown in mailbox view Choose Cancel in the DME menu to return to the mailbox you opened the Folder view from Setting folder options You can set defaults for the way e mail folders should be synchronized between collaboration system and client see Folders settings If you have many folders on the collaboration system it is recommended that you set up very restrictive default settings for performance reasons and loosen up on individual folders as described below To change synchronization options for a folder open the folder view described in the previous section browse to the folder you want to customiz
18. mail is sent immediately or queued for the next scheduled or manual synchronization see E mail settings When the e mail has been sent it is moved to the Sent folder Note that you can also create an e mail by finding one or more e mail addresses through the Global Address Book first and then choosing to create an e mail using the selected e mail addresses For more information see Global Address Book on page 39 E mail details The e mail form works like a normal e mail with fields for Send to Carbon Copy CC Blind Carbon Copy BCC Subject and Body If you need to type multiple recipients in a field you can separate the recipients using a comma Lotus Notes style or a semicolon Outlook style Tip Some collaboration systems are able to resolve names of known users This means that you only have to enter the short name as the e mail recipient For instance you could just enter sad in the Send to field and the collaboration system would resolve expand the name to Sabine Adelhof excitor com automatically Ask your DME administrator 1f this 1s possible in your setup Tip For devices without a full keyboard you can insert a new line in the e mail body by pressing the center or right scroll key depending on device model Entering recipients With the cursor placed in the Send to CC or BCC EE field you can start typing the name of a recipient DME will try to predict who you want to enter as a recipient and
19. of e mail addresses is searched not the domain part Links to the local contacts and the Global Address Book are also shown As you type more characters the list will grow shorter In the example above typing an a after the initial c will limit the list to Hooray Carlton lt hooray Ofreude de gt only Use the scroll key to move down the list As you highlight the different choices the highlighted name and e mail address will scroll sideways to let you see the full length of the text if it is too long to be shown in the list When displaying search results in the list DME ranks them in the following order 1 E mail addresses found among the most recently sent items 2 E mail addresses found among the most recently received items 3 E mail addresses found among the local contacts With regard to the local contacts please note that DME adds contacts to the history database during the synchronization process This means that if you add a contact on your phone it will not appear in the list until after you have synchronized contacts with the server Press the scroll key to insert the currently highlighted e mail address in the recipient field DME inserts a comma after the recipient so you can immediately press the scroll key or start typing to insert another recipient Press the right navigation key to close the list without selecting anything Pressing Local contacts or Global Address Book lets you search the local or global address book r
20. on Windows Mobile 3 Certificate If this is the first time DME was ever installed on this phone you may be asked to accept the installation of a certificate if your company uses the DME self signed certificate You must select Yes to continue 4 Ifthe login process is successful that is DME can establish a connection to the DME server and log in using your user name and password you are prompted whether you want to import your e mail at this point j y DME Secure E mail Y d DME Login on Username DME Do you wish to import e mails from the server now Login E Exit This 1s a good idea after your first login See Initial import and reset on page 12 for more information Y ou are now ready to use the DME client Removing the client Uninstalling the client from a device follows the usual procedures for each platform The DME administrator may have specified on the server that you are never allowed to uninstall the client In this case you are unable to do so Alternatively the DME administrator may specify that you are only permitted to uninstall the client if you are logged in In this case you will be prompted for a user name and password when you attempt to uninstall the client If you enter the correct credentials within one minute you will be permitted to continue uninstalling the client gt Uninstalling the DME client for Windows Mobile 1 Tap Start 2 Tap Settings gt System S
21. search for contacts Or If you opened the global address book search from the Search menu select Create gt E mail or Create gt Meeting from the DME menu to insert the selected contacts as recipients in a new e mail or meeting invitation respectively Apart from the Done or Create options the DME menu contains the following options 39 DME Client User Guide 3 6 2011 Excitor A S New search Return to the search screen with every option in the search screen reset to default values Note that this does not apply to the Windows Mobile client Select Unselect Select or unselect the currently highlighted contact Details View more details about the selected contact The type of details that can be seen depends on choices made by the administrator of the collaboration system Select OK to close the details window Call Any phone numbers associated with the highlighted contact are listed Select one and press OK to place a voice call with the contact or Cancel to exit the menu Add to contacts The details of the highlighted contact are copied to a new entry in your local contacts You can edit the details and press Done to save the contact as a local contact E mails on server 40 The DME client only synchronizes e mails from the last number of days specified in the e mail settings see E mail settings This is called the e mail synchronization window Sometimes you may need to find an e mail which is stor
22. set automatically when installing the DME client The server path should rarely be changed and only if your DME Administrator tells you to 67 DME Client User Guide 3 6 2011 Excitor A S Network push If this function is enabled the device is set up to receive network IP push This means that notifications are received over the GPRS network instead of by SMS The result is faster and usually cheaper notification This requires that the DME server is set up correctly If the GPRS network is for some reason unavailable the DME server will detect this and send notifications by SMS instead This system of falling back to SMS is called AdaptivePush M Whenever network push is enabled and working on your device a flash icon is displayed next to the DME logo at the top of your DME client Note that this feature may be disabled if you are roaming For more information see Roaming Network push path If network IP push is enabled you must supply a path to the server providing the network push connection This path is usually pushed to your device by the DME server Please contact your DME administrator for more information IM awareness If your company uses the IBM Sametime instant messaging IM application you can select this field to see the Sametime status of your Sametime contacts buddy list If you do this a symbol next to the name of the sender of an e mail in a mailbox indicates his or her Sametime status Away
23. settings If enabled you have access to all the e mail folders on your collaboration system With settings similar to the e mail settings see E mail settings you can specify how many e mails you want to see in each folder by age in days and whether you want to synchronize e mails in folders at all This is specified as a system wide setting In the following section you can see how to specify different settings for each folder including whether you want to receive a notification when a new e mail arrives in a folder Navigating the folder tree To move between folders tap the desktop Folder icon 4 or select View gt Folders in the DME menu or press 5 From a mailbox you can tap the mailbox icon in the top left corner of the mailbox view for instance the Inbox icon When you do this DME shows a list of all folders in the system You can then move to the desired folder using the navigation keys and click the center navigation key to open the folder in mailbox view User guide Windows Mobile devices The DME Desktop Notice the following in the folder selection screen j y DME Secure E mail Yj 4 lt ok 3 outbox Drafts Sent 3 Unread 8 Corporate Business News 3 Policies O Private Sales j PY Ort Q Testing E Options 1 When a folder contains subfolders it looks like this CJ Tap the plus icon to the left of the folder to expand the folder or press the Right navigation
24. to enter on a full PC keyboard but you might find it difficult to enter using your phone keypad Instead of using your collaboration system password for logging in it is possible to substitute the password for a PIN code A PIN code is another passcode of your choice You are free to define a PIN code that 1s easier to enter using the keypad than the collaboration system password The DME administrator can set a minimum length for the PIN code 4 to 10 letters and numbers In order to maintain high security on the device the following special conditions apply when using the PIN code instead of the regular password The code defined by you may expire after some time The validity period of the code 1s set by the DME administrator and could for instance be 8 hours corresponding to one working day The validity period begins when you log in to DME using your regular password After this you can use your code to log in to DME until the validity period runs out Then you have to use your regular password again in order to reset the validity period You do not have to change the PIN code The administrator may choose to allow a PIN code that never expires but this is not recommended If you attempt to log in using your own code but you enter the code wrong then you have to use your regular password for your next attempt Your own code is not invalidated however you can use it the next time you log in to DME Note that the feature ma
25. 2 Press Yes to confirm the deletion Moving Items to other folders If folder synchronization is enabled you can move e mails between folders The items are moved in the collaboration system as well at the next synchronization The action described below can apply to a number of selected items See Selecting multiple items on page 37 for information about how to select multiple items Moving an item to another folder 1 Open the DME menu and select Actions gt Move to folder 2 The folder selection view is shown see Navigating the folder tree on page 22 3 Browse to a folder and click the navigation key to move the selected e mail s to the folder in question You cannot move e mails to the Drafts Sent Outbox or Unread folders Using the DME client you can search for contacts in the global address book on the collaboration system search e mails in your mailbox on the collaboration system or search e mails already downloaded to the device User guide Windows Mobile devices Search Global Address Book The Global Address Book is the shared address book on the collaboration system as set up by the network administrators To create an e mail message or a meeting invitation you can open the DME menu and select Create as described in Creating and sending e mails on page 31 or Booking meetings on page 50 However you can also find the recipient or recipients of your e mail or meeting invitation first and then choose to create a
26. Calend dl ein a S les edenaedahants 44 A irate taint Leeann tll E E tonto iintae le Liner lokanseces 45 Respondineto Mestns invitan id ac da 48 Recurtno mecenas a lade cla ancl 50 Booking Mec INS il 50 OU ACUS aooe n onan teas osanieasondeasason ue a e E a sande e A saad um asonasone 54 The DME Address BOOK ui di di 55 Interaction with the device Contacts dd 56 Switching contact modes a ic 56 Adding and editing Contacts csitri e e a E AE 57 WOK NONE SCEME rasa EO T T AOE ET E A dase ke 58 Contents VO dois oil 59 NOE lia ipatds 60 O 60 COST COM tol aaa aan 62 INCLUSION and exclusion SS dopo ld 62 A LEA 62 ARE 63 TO E ARE 63 De Mm PING OG o APRO OOOO RO esteem anieds keno oi nichiss des saeasaee pant 64 ROT OI OIC o oa dd ei 65 DG UI A O ares tasantent tanec E A E E sso neaee E A man 66 Genera SEME S sico 66 SECUELA oo canes 68 A Gerhart a yaaeg Sedgen nt dgena aeenans aaa Waatun eel shuaseoadtanatdcsangt 70 A adres ae acenGidunn nat name edgahatd ocanets daenaniaiaa Santas eel onuanedaatanatdcsanegt V2 Candar Se INO A o o tea tent eet Se ca alte ae tad eas saan ascents q2 Contaci Syne SeN Soeria a E 74 TO dO SEMI a 74 Notessyne SEIS 75 Feed syne SCLIN OS xs cress e EE aan ota uence 75 Files SENS e a teed tee sane Aad eewaceetecnes 75 Seheduled SyNC PSE MIN OS nt A A 75 SHOT CUES setine S ser A E E EAE 76 PS SIC PSST es AS a a slavestcetorsatetaes UN MENU HE A OR dd CAS is 2 A E E ota as en E aS eee aa alsa E EE TE aati de en Brac
27. DME data on your phone by choosing Tools gt Reset in the DME menu This will perform an import of all resources according to the rules outlined above General concepts Initial import and reset Note that the DME administrator can also force an import of items on your device In this case you will not be asked if you want to keep the original entries the device will simply start effecting the command and replace from server In the case of contacts in Open mode you may need to add device specific features to the contacts such as photos speed dial keys etc after a reset These settings will not be lost when you synchronize contacts with the server but they will after a reset See also Flexible field mapping on page 13 below for more information about contacts Flexible field mapping It is possible to create custom mappings between fields in Domino or Exchange and contacts on the device You can use this feature for enforcing company policies For instance you may have a policy of always calling the internal office number when calling a colleague in order to cut costs You can then decide to add the internal office number to the Pager field in Notes and map the Pager field to the Telephone business field on all devices Custom mapping should be carefully planned and can only be set up in cooperation with a certified DME partner Partners may request special documentation from Excitor A S 13 User guide Windows Mobi
28. E stores your password in multi hashed encrypted form that is very secure on the client Therefore the next time you log in to the client you do not need to make a server connection to verify your login However when you do make a connection for instance when you synchronize e mail your login credentials will be verified again 2 Server path If the installation file was pushed to your device from the server the server path is sent to the device along with the installation file in a separate SMS When DME launches the server path is read from that SMS If DME was installed through OMA DM the server path is included in the installation instructions and you need not supply the path If DME was installed in another way for instance through cable transfer you must enter the server path here The server path has the form https dme yourcompany com 5011 where dme yourcompany com is the name of the server where DME is installed and 5011 is the port number In case you lose the path to the server contact the DME administrator He or she can send the server path to your device using the Send server path function in the Devices tab in the Web Administration Interface Alternatively you can enter the following in the Username field SERVERPATH and then press Login This lets you specify the Internet address of the DME server Press OK restart DME and confirm the new path User guide Windows Mobile devices Installing DME
29. OOO O e E Decline Description Propose new time Delegate e e Edit Select this option if you want to change details in the meeting As a participant you only have access to toggle the Private status of the meeting and the Alarm and possibly set the alarm time After editing these fields select Save in the DME menu to save your changes Decline Propose new time Delegate For information about these three options see Responding to meeting invitations on page 48 Note that selecting Decline or Delegate removes the calendar entry from the calendar immediately After making any changes DME asks you if you want to synchronize the calendar immediately Responding to meeting invitations When meetings are booked on the collaboration system all invited participants receive a meeting invitation by e mail containing information about the meeting 48 In the DME client a meeting invitation is recognized by a clock e mail icon in the Inbox See E mail icons on page 25 for more information gt Responding to a meeting invitation 1 Open the meeting invitation Browse through the pages of the invitation to see the subject and time of the meeting who organized the meeting who have been invited participants and any information about location and resources involved in the meeting In the DME menu you can now choose among a number of options Most of the options are available on all supported collaboration system
30. OS build number 5 2 20769 NET framework 2 0 7045 0 Copyright 2010 Excitor A S This DME client is a part of an Enterprise solution and can only run A window displays information you can use in connection with helpdesk inquiries Apart from the product name and a copyright notice the window shows the following information Version number for instance 3 6 Build release date for instance 2011 10 20 11 48 Device platform OS and Net framework details DME copyright and license information Furthermore DME keeps a log of the events that take place in the client gt Showing the DME client event log 1 Open the DME menu 2 Select Tools 3 Select Log gt DME Secure E mail Oi an d ok gt DME Log 27 10 11 14 31 58 EmailSync synchronization Send log Tap Send log to save the log to disk open a new e mail and attach the log as a set of files system txt app error txt and sync_error txt This is especially useful if you need to send the log to support The DME administrator can request the client event log using a feature in the DME Server DME Client User Guide 3 6 2011 Excitor A S 82 If you are the DME administrator and you need more help you can contact your DME Partner You can also check the DME Support http www excitor com website for more information If you find errors or omissions in this documentation please contact Documentation feedbac
31. With DME on your mobile phone smartphone or PDA you get your most critical and often used office tools in your pocket wherever you are whenever you need it E mails appear on your phone the moment they hit your office mailbox Quickly back in the game Instant service recovery Should your phone get lost or stolen a new DME client can be pushed to a new phone in a few minutes after you purchase a new DME supported phone or borrow one from someone else no matter where it happens Fretless security Mobile security policy enforcement E mails are encrypted over the air and on the device itself using full encryption AES 128 bit or stronger Shell protection of the entire phone requiring domain password to access all features except picking up calls gives you further security options Freedom and ease of use Effective control of all devices Gain a complete overview of your devices regardless of make model or platform Information about the device model versions and programs installed on the device is listed in the web based DME control center for easy administration Features settings and available applications and network connections are all controlled centrally and can only be changed by the users to the extent this is allowed by centrally applied security policies Dividing the devices into groups makes it easy to change settings features for many devices at a time Ease of use comes in many flavors Simple support and administ
32. achment When an attachment has been downloaded to the device you can use the device to send the attachment to an external source gt Sending an attachment not by e mail 1 Open the e mail that contains the attachment 2 Open the DME menu and select Attachments 3 Select the attachment 4 If the attachment has not been downloaded to the device indicated by an icon you must choose to open the attachment first 5 Open the DME menu and select Send to or Send 6 Select the method by which you want to send the attachment see below Sometimes only one option is available for instance Bluetooth and the device will start the detection or transfer immediately Follow the instructions from the device manual on how use the specified send method Send method Description Via multimedia Creates a multimedia message MMS with the selected attachment Via e mail Creates an e mail with the selected attachment using the built in usually POP3 based e mail program Via Bluetooth Sends the selected attachment via a Bluetooth connection to another device or computer Via infrared Sends the selected attachment via an infrared connection to another device or computer Removing attachments When you download attachments to the device the attachments will take up space on the device To free this space you have the option to remove downloaded files from the device The attachments will not be deleted on the mail system only on the DME
33. an only access the To do Tasks application on the device when you are logged in to the DME client See Lock Messaging above If you select Disabled the Tasks application is never locked Note that if you lock To dos Contacts and the Calendar are locked also E mail settings In the e mail settings screen you specify the synchronization and other aspects of e mail in the DME client on your device 70 E mail sync If you select Enabled On e mail synchronization is enabled This setting affects push mail e mail pull manual synchronization and scheduled sync If you select Disabled Off e mails are never synchronized Days back When e mails are synchronized e mails from the last number of days selected here will be synchronized and available in the Inbox Permitted range 0 99 days Send immediately If you select No e mails are stored in the Outbox folder when you select Send and are not sent until the next scheduled or manual synchronization If you select Send only e mails created on the device are sent immediately when you select Send from a new e mail or meeting invitation but any new items are not retrieved from the server This significantly reduces the load on the server and the time it takes to synchronize User guide Windows Mobile devices Settings If you select Send amp Retrieve e mails created on the device are sent immediately when you select Send from a new e mail or meeting invitation that is a regula
34. and below only supports two mobile numbers DME not only employs the work home scheme to make a qualified guess about where to place the mobile phone number but from all of the following fields which are of the same type as Mobile E mail Fax Mobile Tel Telephone Address A to do item is a special type of calendar item and is synchronized with your collaboration system by DME To do items are created as tasks in the Windows Mobile Tasks application They are synchronized with your collaboration system by DME See Initial import and reset on page 12 for information about special considerations in connection with initial synchronization or import of to dos from the collaboration system For a to do to be included in the synchronization from the collaboration system to the device the following criteria must be fulfilled by the to do on the collaboration system 1 A due date has not been specified and it has not been marked as complete Domino only 2 Or the to do is overdue and not marked as complete regardless of the values in the starting date and due date fields 3 Regardless of the above a to do is included if either the starting date or the due date is within the time span set in To do settings on page 74 the sync window Examples The sync window is set to 10 days in To do settings and today is April 15th 1 A to do on the collaboration system was created on March 23rd with a due date on April 17th This to do i
35. and time zone for the meeting y DME Secure E mail Yjj 4 ok sDME Start COME End COME Time zone Europe Copenhagen GMT 01 00 v Comments i Send E Options When you are done you can open the DME menu and select Send to send the new proposed time or Check free time to see 1f the new proposal conflicts with the calendars of any of the required participants For more information see Checking free time on page 53 When you send the new proposed time the meeting chair organizer will receive an e mail with the subject Countered and the subject of the meeting Please note that once the calendar entry has been accepted you are not able to change the time zone of the calendar entry 1f you subsequently edit the calendar entry from your calendar to propose a new time Note On Exchange 2003 systems this action is not available for recurring meetings Delegate If you are unable to attend the meeting you may want to send someone else in your stead Choose Delegate and select another user from your local or global address book The Delegate field functions as other recipient fields with type ahead selection of recipients and the ability to choose from the local and global address books See Entering recipients on page 32 for more information Show calendar Open your DME calendar on the day of the meeting so you can check your schedule for that day Select Back to return to the meeting invitation Delet
36. assword can be changed from your desktop computer or from your device If your collaboration system is based on Active Directory a message may pop up telling you well in advance that it is time to change your password If you ignore the warning your current password will eventually become invalid and you will be unable to log on to the system You can either change your password from a desktop computer on the network or from the DME client If your mailbox password is changed from a desktop computer on the network and you have exited DME for instance in connection with a phone reboot so that your credentials are no longer encrypted in memory then the new password has to be verified on the server the first time you log in to the DME client When you log in and DME recognizes you as a user and recognizes your password but detects that the password has been changed on the server the following message 1s shown j y DME Secure E mail Y lt lt Dk DME gt Y gt Old password Options E Cancel You are then asked to enter your new password 1 Select Yes to verify the new password on the server 2 Enter your old password 3 Select Log in You can now use DME as usual General concepts Data security If your mailbox password is changed from a desktop computer on the network and your device still has your credentials encrypted in memory If you are logged in DME will log you out the first time the device commu
37. ation and other aspects of calendar items in the DME client on your device 12 Calendar sync If you select Enabled calendar synchronization is enabled This setting affects push notification calendar pull manual synchronization and scheduled sync If you select Disabled calendar items are never synchronized Calendar mode current mode With this setting you can change the security level of the DME Calendar s interaction with the native calendar on your device requires DME Server 3 5 If you are not synchronizing with a 3rd party calendar such as Google you can choose among three options User guide Windows Mobile devices Settings Open Calendar entries from DME are shown in the native calendar Entries from the native calendar are synchronized with DME Mixed As Open but potentially sensitive information that is Subject Body and Location in the native calendar is replaced by a DME security message saying that the fields can only be viewed in the DME calendar The fields mentioned are furthermore encrypted before they are saved to the device disk Choose this setting if you want high security but you also want to make use of calendar alarms Note that neither of the Copy settings can be selected if you are also synchronizing with a 3rd party calendar such as Google Secure There is no interaction between DME and the native calendar Note that with this setting calendar alarms are also disabled
38. ative to your device This depends on a security option in Contacts settings note requires DME Server 3 5 minimum The security setting is found in the Device Address Book section and has three options Copy all fields a k a Open mode In Open mode contacts created on the collaboration system or in the DME Contacts are also shown in the native contacts Contacts created and edited from the native contacts application are synchronized with your collaboration system The contacts are placed in a separate DME group see Adding and editing contacts Contacts synchronized with 3rd party services such as Google or Facebook will not affect this group However please note that 1f you aggregate contacts linking contact info for the same people in different contact groups this aggregation will be lost if you should re import your contacts from the collaboration system Copy name and phone numbers a k a Mixed mode In Mixed mode contacts created on the collaboration system or in the DME Contacts are also shown in the native contacts However any potentially sensitive information is replaced by a message from DME The only data shown in the native contacts app are the name and phone number Any other data are hidden and the fields are empty in the native contacts app Personal contacts created from the native contacts application will be secured after synchronizing with the collaboration system Don t use a k a Secure mode In Se
39. ave if the meeting is for yourself only The meeting is created in your calendar and meeting invitations are sent to the selected participants and resources at the next calendar synchronization Note that you can create a new meeting invitation by selecting recipients first from a search and then creating the meeting invitations For more information see Global Address Book on page 39 User guide Windows Mobile devices Calendar During the creation of a meeting you can also choose Save as draft in the DME menu or Close Selecting Save as draft saves the meeting as a draft allowing you to interrupt your work on the meeting proposal for a later time The Close option closes the current meeting draft and prompts you if you want to save it as a draft before closing it The meeting is shown in your calendar as a regular meeting but with a blue hollow triangle on top of it and it will not be synchronized to the collaboration system Please note that draft meetings are not synchronized with the server This means that if you import your calendar from the server any draft meetings in your DME calendar on the device will be lost Entering meeting details y DME Secure E mail Yj 4 lt ok SpMeE a YM Meeting details E usaron OL TIA Description Remember to look the budget over First L g Close E Options The Meeting details tab contains the following fields E Subject Enter a subject for the meetin
40. be searched are located Click the navigation key to choose between the available mail folders See Navigating the folder tree on page 22 for information about moving between folders Only the folder shown in this field is searched any subfolders are not searched 3 Select Search The search results are displayed If no results are found DME shows a message that no matches are found and you are returned to the search screen after confirming the message j DME Secure E mail Yj 4 lt ok DME Search Search 1 13 13 Sabine Adelhof Excitor 23 04 09 Re Forgot the attachment sorry js Pierre S guy Excitor 23 04 09 Fw Feedback from POC ig Olay Toft Excitor 22 04 09 How do you like these E Chris Barber Excitor 22 04 09 Invitation New home page 29 O Q Niels Fange Excitor 21 04 09 Forgot the attachmen y Gerda Verbeet Excito Please remember to r Refine search Actions b Close E Iptions The DME menu has the following options New search Return to the search screen with every option in the search screen reset to default values Refine search Return to the search screen but retain the selections you already made Previous page If more results were returned than the specified number of results per page and you are not looking at the first page you can go to the previous pageful of results Alternatively move the navigation key to the left Next page If more results w
41. chment is only located on the mail system server A phone and clip icon W means that the attachment has been downloaded to the device The device supports several types of attachments depending on the programs installed By default the device will recognize several types of image files such as bmp and Jpeg sound files such as Wav and text files Usually the device will also be able to open Microsoft Office and Adobe PDF files Please refer to the user manual of the device for further information If the file does not have a file type association an error message will be displayed and the file will not be downloaded If you have a program that you know will open the file of the type in question you must set up a file association to that file type and try to download the attachment again For information about file associations see your mobile phone documentation or the documentation for your mobile phone operating system Apart from opening the attachment you can Save the attachment on the device Send the attachment via Bluetooth or other medium supported by your device see Sending an attachment on page 29 Delete the attachment from the temporary folder on the device see Removing attachments on page 29 Download all listed attachments to the device Note that the DME administrator may have disallowed the download of attachments for security reasons User guide Windows Mobile devices E mail Sending an att
42. client gt Removing a single attachment 1 Open the e mail containing the attachment 2 Open the DME menu and select Attachments 3 Highlight the attachment 4 Open the DME menu and select Remove from phone or press the Delete key on your device This option is only shown if the attachment has in fact been downloaded to the device indicated by w 5 Press Yes to confirm gt Removing all attachments from the device 1 Go to the mailbox view of any folder 2 Open the DME menu and select Actions gt Delete all attachments 3 Press Yes to confirm 29 DME Client User Guide 3 6 2011 Excitor A S 30 Viewing e mail details You can see a summary of information about the e mail you are reading Viewing e mail details 1 Open an e mail 2 Open the DME menu and select E mail details An information box shows information about the current e mail The information consists of details about the sender the date and time the e mail was sent and a list of recipients of the e mail individual recipients or a mail group Calling the sender You sometimes find yourself needing to call a person from whom you have received an e mail In DME you can use the green call key to place a call to the owner associated with any selected e mail address Calling a number associated with an e mail In any mailbox folder you can scroll to an e mail from or fo in the case of the Sent folder the person whom you want to call Press t
43. cure mode all contacts created on the collaboration system or in the DME Contacts are kept in DME There is no interaction with the native contacts Personal contacts created from the native contacts application are not synchronized with the collaboration system See also Contacts sync settings on page 74 Switching contact modes If you switch the contacts mode DME will process your contacts the next time you synchronize 56 User guide Windows Mobile devices Contacts Switching from Open Mixed to Secure mode All native contacts are merged into the DME Contacts and are then removed from the native contacts Any contacts that you subsequently create in the native contacts will remain there and will not be synchronized with the collaboration system as there is no longer any interaction with the DME Contacts To merge the contacts DME sends all your native contacts to the server The server then checks against the collaboration system to weed out any duplicates contacts that exist both locally on your device and in your personal address book on the server All non duplicates are added to your personal address book on the server If DME cannot reliably determine whether a contact is a duplicate or not it is added with a number after the name Your contacts are then imported into the DME Contacts and the process is complete Switching from Secure to Open Mixed mode Y our contacts are copied out from the DME Contacts to the nat
44. currently viewed If that date has passed today s date is suggested as the meeting date Synchronize Perform a manual calendar synchronization See Synchronization overview on page 10 for more information About DME See information about your version of the DME client Viewing and editing meetings To view details about a meeting in the calendar move to it and click to open it You can now see all the fields that have been completed for this meeting but you cannot initially change any fields Your options in the DME menu depend on whether you organized the meeting in question you are the chair or you were invited as a participant Calendar options for the meeting chair If you are the chair of the meeting the following options are available Edit Select this option if you want to change any of the details in the meeting including removing and adding participants All fields in the meeting invitation are now opened and you can make any change you want Note The Domino collaboration system permits the use of formatted text and the embedding of attachments in the meeting description If the meeting description contains attachments you will not be able to edit the description on the device If there are no attachments and you edit the Description field on the device any formatting and any embedded objects in the field will be lost when the calendar event is synchronized back to the collaboration system User guide Windows M
45. des alarms no alarms will be shown for calendar events in Secure mode If you rely on calendar alarms but also want high security choose the Mixed mode option Personal appointments created from the native calendar application are not synchronized with the collaboration system See also Calendar settings on page 72 Switching calendar modes If you switch the calendar mode DME will process your calendar entries after you synchronize User guide Windows Mobile devices Calendar Switching from Open Mixed to Secure mode All entries in the native calendar are merged into the DME calendar and are then removed from the native calendar Any entries that you subsequently create in the native calendar will remain there and will not be synchronized with the collaboration system as there is no longer any interaction with the DME calendar Switching from Secure to Open Mixed mode Calendar items within the calendar synchronization window are copied out from the DME calendar to the native calendar In Open mode DME uses both the native calendar database and the DME calendar for storing and displaying calendar entries The fields supported by the native calendar are stored there such as Subject Body and Location The fields not supported by the native calendar are stored in DME This is the most efficient way to store calendar entries When you switch from Open Mixed to Secure mode all fields are moved from the native calendar i
46. e Delete the current meeting invitation without performing any action with it To get the meeting invitation back into your mailbox you must synchronize your e mail unless the option Delete only locally is set to No in E mail settings see E mail settings in which case the invitation will be deleted on the server also at the next synchronization Note On Exchange 2003 systems this action is not available for recurring meetings 49 DME Client User Guide 3 6 2011 Excitor A S 3 When you accept decline tentatively accept propose a new time or delegate a meeting invitation you are given the option to add a comment If you enter a comment it is sent to the organizer chair Select Continue Send to complete the action or Cancel Close to return to the meeting invitation Note On Exchange 2003 systems not all actions allow you to reply with comments 4 When you respond to a meeting invitation by using any of the above actions the e mail containing the invitation is removed from your Inbox and if you accepted the meeting your calendar is updated on the collaboration system at the next calendar synchronization Recurring meetings Recurring meetings created on the collaboration system are synchronized to DME as a series of individual appointments This means that if you edit one in a series of meetings only that instance of the meeting series will be changed If you want to edit the entire series you must do so in Microsoft Ou
47. e and select Settings in the DME menu The following screen is shown y DME Secure E mail Yj 4 lt ok Use default values Sync Folder Include in mail scan Y Apply to subfolders OK E Cancel 23 DME Client User Guide 3 6 2011 Excitor A S E mail 24 Use default values If this field is set to Yes the current folder uses the general settings specified see Folders settings If Apply to subfolders is also selected the default settings will be applied to all subfolders below the current folder as well when you press Done If the value in this field was No and you change it to Yes the settings in the remaining fields in this screen will be reset to the default values when you press Done If you want to apply other settings than the default settings to this folder you must select No in this field Sync folder This option can only be changed if Use default values above is set to No If this field is set to Enabled e mails in the current folder are synchronized with the collaboration system using the synchronization window defined in the field Days back below To avoid too high load on the DME server you should only synchronize those e mail folders that you really need on the device You can for example consider to not synchronize folders containing graphics intensive newsletters etc Synchronized folders are shown with an icon like this Include in mail scan This option can only be changed if Use d
48. e frame y DME Secure E mail Y 4 PDME EDME D Meeting time is unavailable E E Show alternatives E Options Select Yes to show alternative time frames or Select No to keep the current time frame If you select Yes to show alternatives you will see a list of time frames within which all participants and resources are available y DME Secure E mail Yj d DME 13 05 09 07 00 lt gt 13 05 09 10 00 E Cancel 3 Scroll up or down to select a new time frame 4 Select OK to use the selected time frame or Tap the time frame you want to use Android The meeting details are changed to reflect the update User guide Windows Mobile devices Contacts By default your DME contacts are synchronized with the contacts in the native Contacts application This way all your contacts both business and personal can be maintained in either DME or in the Contacts application If you manage your contacts in this way it is important that you do not use any other software iTunes Mobile Me Microsoft ActiveSync Nokia PC Suite Ovi Suite or similar depending on platform for the same purpose as this may cause duplicate entries or corruption in your address book over time However you can choose to keep your business contacts in the DME Address Book and your private contacts in Contacts for reasons of security work life balance or both For more information see Contacts sync settings on pag
49. e 74 Whenever you create an e mail or book a meeting you can choose recipients from the Global Address Book your company directory or from your local contacts See Address book integration see Entering recipients on page 32 on page 33 for more information See Initial import and reset on page 12 for information about special considerations in connection with the initial synchronization or import of contacts from the collaboration system The DME Address Book To view your contacts select the icon from the Desktop or select View gt Contacts in the DME menu Your list of contacts is displayed The DME Address Book contains the contacts from your collaboration system s Personal Address Book If you make a change in your contacts either in DME or in Outlook Lotus Notes your changes are kept synchronized The DME Address Book may or may not be kept in sync with the local Contacts application on the device You can choose to keep the two completely separate in order to keep personal and business contacts apart and to keep your business contacts secure For more information see Contacts sync settings on page 74 You can browse the list contacts or you can start typing a name to quickly move to a certain contact You can select one or more contacts The following options are available in the DME menu Call To call the selected contact select Actions gt Call If multiple phone numbers are associated with the contact
50. e iPhone iPod touch and iPad are trademarks or registered trademarks of Apple Inc registered in the U S and other countries All other trademarks are property of their respective owners Company information E citorR 12 Spotorno All 2630 Taastrup Denmark Phone 45 70 21 68 00 E mail mail Oexcitor com Website DME http www excitor com About DME DME Dynamic Mobile Exchange offers synchronization of push e mail PIM information calendar contacts to dos and optionally files to mobile devices It fully integrates mobile device management with state of the art security and efficient software deployment DME is a mobile client server solution that works with mobile phones smartphones and PDAs using Android Apple 10S Symbian Windows Mobile or Windows Phone as operating system DME is developed by Excitor A S The solution enables large and mid size enterprises to deliver business mobility services to employees and to effectively manage and control mobile devices without compromising security DME is device network and operator independent and offers unparalleled TCO unprecedented data and device security and a very intuitive interface for users and administrators Please note that not all server features are supported on all platforms Contact your DME Partner for specific inquiries Introduction Terminology Features and benefits Convenient for the user Push e mail calendar contacts and to dos
51. ed items from the selected number of days back in time will be synchronized and available in the device See To do for more information User guide Windows Mobile devices Settings Days forward When to dos are synchronized items with a date up until the selected number of days ahead in time will be synchronized and available in the device Notes sync settings Notes sync If your collaboration system is Lotus Domino you are able to synchronize notes journals from your Lotus Notes when you enable this option If you disable this option notes are never synchronized Days back When notes are synchronized items from the selected number of days back in time will be synchronized and available in the device See Notes on page 60 for more information Days forward When notes are synchronized items with a date up until the selected number of days ahead in time will be synchronized and available in the device Feed sync settings Feed sync Feed sync must be enabled if you want to use the built in DME feed reader For more information see Feeds on page 60 Max articles in feed This setting determines how many articles DME 1s permitted to download per feed Options are Unlimited 50 or 100 Files settings With these settings you enable or disable the synchronization of files File synchronization requires a special license and is set up on the DME server For more information please ask your DME administrator Fi
52. ed in a folder in your collaboration system mailbox which is not synchronized to the DME client or which is too old to be synchronized to the client Using this function you can search for any e mail stored in any folder of your mailbox on the collaboration system gt Searching for e mails on the server 1 Open the DME menu and select Search E mails on server 2 Complete the search fields in the form 1 Search text In this field enter the text to search for 2 Field Select the e mail fields in which to search for the specified text Click to choose between the following options Any field All text fields are searched for the specified text string Subject Only the Subject field is searched Subject Body Both the Subject and the Body fields are searched 3 Person In this field enter all or part of the name of the sender of the e mail you are looking for or recipient in case you are searching your Sent folder 4 Folder Choose the folder in which the e mails to be searched are located Click to choose between the mail folders defined in the mailbox on the collaboration system Select a folder and choose Done For information about folders and folder selection please see Selecting folders on page 42 below 5 If you want to search in all subfolders to the selected folder select the check box Search in subfolders This can only be selected if your collaboration system is Microsoft Exchange 6 Date If you select thi
53. ed than the specified number of results per page DME shows the first page To see the next page press the scroll key to the right or click the right selection key or choose Next page in the menu You are then prompted if you want to download the next pageful of results Note that the results are cached on the device for as long as you are performing the search This means that browsing between result pages is instantaneous once the results have been downloaded If no results are found DME shows a message that no matches are found and you are returned to the search screen after confirming the message DME initially only retrieves the header information from the e mails that is sender date and subject If you click to open an e mail DME asks you if you wish to retrieve the rest of the e mail If you select Yes the e mail in question is downloaded from the collaboration system and stored on the device On the search results page the DME menu has the following options New search Return to the search screen with every option in the search screen reset to default values Refine search Return to the search screen but retain the selections you already made Previous page If more results were returned than the specified number of results per page and you are not looking at the first page you can go to the previous pageful of results Alternatively press the scroll key to the left or click the left selection key Next page
54. efault values above is set to No If this field is set to Enabled you will receive notification when a new e mail arrives in the current folder New e mail can arrive in subfolders by means of rules which are set up on the collaboration system to automatically distribute new e mails in folders Days back This option can only be changed if Use default values above is set to No When e mails are synchronized e mails from the last number of days selected here will be synchronized and available in the current folder Apply to subfolders If this field is set to Yes the settings made in other fields in this screen are propagated to folders below the current folder when you press Done Use this function with caution as the setting may affect many folders Note that you can choose this option regardless of the value of the field Use default values above Instead of synchronizing e mail to the client you can use the Search e mail on server function to find e mails in any folder on the collaboration system See E mails on server on page 40 for more information Tap the 3 icon from the Desktop DME menu View gt Folders gt Inbox to open the Inbox which displays the e mails and meeting invitations that have been synchronized or pushed to the client Tap the folder icon at the top left of the mailbox to browse through the available folders Inbox Outbox Drafts Sent Unread If folder synchronization is enabled on the
55. ending by date oldest e mail at the top Descending by name by sender s name Z A 37 DME Client User Guide 3 6 2011 Excitor A S Search 38 Ascending by name by sender s name A Z Descending by subject by e mail subject Z A Ascending by subject by e mail subject A Z The selected sort order applies to all folders The currently selected sort order appears disabled in the Sort menu indicating which sort method is used Deleting items When deleting an e mail the e mail data is removed from the DME client Depending on an e mail setting the e mail can also be deleted on the mail system at the next sync see E mail settings The actions described below can apply to a number of selected items See Selecting multiple items on page 37 for information about how to select multiple items Deleting one or more selected items 1 Select the item or items to be deleted 2 Open the DME menu and select Actions gt Delete or Press the Clear key 3 Press Yes to confirm the deletion Note that DME will try to prevent the accidental deletion of many items If you delete a large number of items more than 20 e mails meeting invitations or more than 10 contacts at a time a message will ask you if you really want to delete the items on the server the next time the device synchronizes with the server Deleting the currently open e mail 1 Open the DME menu in the e mail you are reading and select Delete or Press the Clear key
56. er in question Forward You can forward the e mail see Forwarding e mails on page 35 Delete Delete the current e mail You can do this by pressing the Delete button as well Advanced options In this menu two options are shown more if a link is selected see Links on page 26 Copy to Book meeting If you select this option the currently open e mail is converted to a new meeting invitation The e mail subject is used as meeting subject and the e mail body is used as meeting description For more information see Booking meetings on page 50 Copy to task If you select this option the currently open e mail is converted to a new task in the Windows Mobile Tasks application The e mail subject is used as task heading and the e mail body is used as task description Show next unread e mail Close the current e mail and show the next newer e mail that has not been read yet Call Corresponds to pressing the green call key See Calling the sender above Creating and sending e mails gt Creating and sending an e mail 1 Select Create gt E mail from the DME menu almost anywhere in the DME client Or Click the New e mail icon in the Desktop Ly 31 DME Client User Guide 3 6 2011 Excitor A S 32 2 Enter message details as described in the next section see E mail details on page PA 3 Inthe DME menu select Send The e mail is now saved in the Outbox Depending on the e mail settings the e
57. ere returned than the specified number of results per page you can go to the next pageful of results Alternatively move the navigation key to the right Actions This submenu lets you delete all the found e mails the selected e mail s remove all attachments from the found e mails or place a call to the sender of the e mail Press Close or Back on some devices to close the search and return to the e mail folder from which you opened the search window Calendar DME contains a complete built in calendar which you can use to get an overview of your appointments and from which you can create new meetings and invite other people to the meetings Meeting invitations from other people are received in the DME Inbox and transferred to the calendar when accepted Meetings that you create for yourself are saved directly in the Calendar Meetings with other participants are also saved directly in your Calendar and sent as invitations to the other participants and resources at the next calendar synchronization 43 DME Client User Guide 3 6 2011 Excitor A S Interaction with native calendar The DME calendar may be integrated with the calendar application which is native to your device This depends on a security option in Calendar settings note requires DME Server 3 5 minimum 44 The security setting is called Calendar mode and has three options Open In Open mode meetings all day events and anniversaries created
58. es eared TI SYA A eT Pe ne ae 78 O alone aes 78 O 78 TOO rnn inro e E EE EO OE E EO Ea 79 IVICW iea A E OE E EOE 79 ABDOU DME orilla i EER EOE Oa EA ESE ESTO EO ENa 79 MAA a Ea aE T A 81 LISTO DOCE UE an A ios 83 Introduction Introduction Welcome to the user guide for the DME client version 3 6 for Windows Mobile This guide is divided into three parts 1 An introduction to DME about the company Excitor A S and what the DME system does 2 A description of various general concepts of the DME client 3 A description of each feature and function in the DME client Administrators For information about rolling out the DME client to many users and detailed information about installing the client on all platforms please see the Provisioning part of the DME Server Reference E citorR Please note that this version of the DME client is compatible with both 3 5 and 3 6 DME servers Some features described in this manual only apply to DME 3 6 servers The main areas of functionality supported by 3 6 and not 3 5 are the following RSS feeds Notes Journals synchronization Out of Office rules Enhanced e mail status icons for replied to forwarded and follow up flags Whenever there is a difference this will be indicated in the manual If you are missing a feature in the client that is described in this manual 1t may be because your DME server does not support it Copyright information Copyright 2007 11 Excitor
59. espectively If you have entered any characters in the recipient field they are transferred to the search field For more information see Address book integration see Entering recipients on page 32 on page 33 below Address book integration If the cursor is placed in the Send to 6 CC itc or BCC EE field you can search for contacts in the Local contacts or the Global Address Book by pressing the navigation key or by beginning to type as described above Local contacts are contacts stored on your device This usually corresponds to your Personal Address Book on the collaboration system Scroll and click to select the contact s you wish to send the e mail to and press OK The DME menu in your Local contacts contains the following options 33 DME Client User Guide 3 6 2011 Excitor A S 34 Cancel returns focus to the e mail or meeting invitation you came from ignoring any selected contacts Details lets you view and edit the selected contact Call dials the phone number associated with the currently highlighted contact You can also press the green call key If more than one number is associated with the contact DME lets you choose from a list of the available numbers The Global Address Book is the shared address book on the collaboration system If you select this option you can search for a contact by Name E mail address Department Country and Title For more information about how to select recipie
60. ettings e Y E X External Key Lock Managed GPS Programs 0 A h Memory Microphone Power AGC Regional Remove Screen Settings Programs 19 DME Client User Guide 3 6 2011 Excitor A S 3 Tap Remove Programs sE Settings er Y lok Remove Programs Programs in storage memory Excitor Dme Secure E mail Remove Total storage memory available 102088K 4 Select Excitor DME Secure E mail and click Remove The DME client is then removed from the device The DME Desktop The main DME screen is the Desktop The Desktop gives you quick access to the most commonly used features in DME gt lt DME Secure E mail e Yi qo X ror Lo Meeting Lock Fal Options Use the navigation keys to move to the different icons Moving past the last icon on the screen moves focus back to the top Click the center navigation key to run the function associated with the icon Desktop actions 20 The following is a brief explanation of each Desktop icon with references to more information E Go to the Inbox see Navigating the folder tree on page 22 das Go to the Unread folder see Navigating the folder tree on page 22 Open the Folders screen see Navigating the folder tree on page 22 ri Lia La Create a new e mail see Creating and sending e mails on page 31 Shortcuts User guide Windows Mobile devices The DME Desktop Open the internal DME Calendar see Calendar o
61. ew e mails either original e mails forwarded e mails or replies Furthermore you can add attachments to meeting invitations 35 DME Client User Guide 3 6 2011 Excitor A S gt Sending attachments in original e mails and replies 1 Create an e mail see Creating and sending e mails on page 31 or Replying to e mails on page 35 2 Select Attachments gt Open in the DME menu Select Add attachment in the DME menu 4 Browse to the file you want to add and select Open O Repeat items 3 4 to add more attachments After adding an attachment you can remove the attachment from the e mail again or you can open the attachment 5 Press Close when you are done er Y ds j y DME Secure E mail Yj 4 lt ok DME Attachme a W Flower jpg 25Kb jpg G Windows Media Player Add attachment Open Remove from e mail gt Sending attachments in forwarded e mails 1 Forward an e mail see Forwarding e mails on page 35 2 You can add attachments in the same way as for original e mails see above or If the original e mail contained one or more attachments and you chose to include the attachments in the forwarded e mail you can now manage the attachments 3 Inthe DME menu select Attachments gt Open to see the list of attachments that were included from the original e mail 4 You can now select one or more attachments to remove them from the e mail open them or you can add more attachments in the same way as fo
62. fields that have already been completed To add more fields select Add detail In total DME supports the following fields 57 DME Client User Guide 3 6 2011 Excitor A S Account name Anniversary Assistant Assistant phone Birthday Carphone Categories Children City City business City home Company Company phone Country Region Ctry Reg bus Ctry Reg home Customer ID DTMF Department E mail E mail business E mail home Extension Extension bus Extension home Fax Fax business Fax home File as First name Government ID IM ID IM ID 2 IM ID 3 Internet tel bus Internet tel home Internet telephone Job title Last name Location Manager Middle name Mobile Mobile business Mobile home Nickname Note P O Box P O Box bus P O Box home Pager Postal ZIP code Postal Zip bus Postal Zip home Push to talk Radio phone SIP Share view Spouse St Prov bus St Prov home State Province Street Street business Street home Suffix Tel business Tel home Tel 2 business Tel 2 home Telephone Title Video call Video call bus Video call home Web addr bus Web addr home Web address When you add edit or delete contacts on the device the changes are synchronized to the collaboration system at the next scheduled or manual sync or when the DME server initiates a contact synchronization Work home scheme Some of
63. g All day Mark the meeting as an all day meeting When you select this field you cannot enter start and times for the meeting The meaning of all day depends on which collaboration system you are using Lotus Domino All day events in Domino do not support the use of other participants rooms or resources An all day event created in Domino will only display a Details tab and a Location tab when it is synchronized to the client it is not possible to add participants and resources to the event When you create an all day event on the client you are able to add participants etc to the event However when the event is synchronized to the server it 1s created in Domino as a regular meeting and the client will reflect this also even though the All day field is still checked MS Exchange In Exchange you are able to invite participants and book resources for all day events the All day field simply signifies that the event has no time constraints Symbian users should be aware that all day events created in the native device as Memos will appear as all day events in the DME calendar but the meeting type cannot be changed in DME 51 DME Client User Guide 3 6 2011 Excitor A S 52 Date and time Enter starting and ending dates and times for the meeting 5 Time zone Enter the time zone for the starting and ending times See Time zones amp Alarm Enable or disable the alarm When the alarm is enab
64. he DME client was already running and you are logging in again after logging out either manually or automatically after a period of inactivity the screen shows the time of the last synchronization with the collaboration system and the number of new e mails The client remembers the user name from your last login unless the DME administrator has disabled this feature for security reasons DME Secure E mail Til di X gt DME ROOY gt DME Pl Username Password Last connected 16 48 New e mails 0 Outbox 0 Login E 17 DME Client User Guide 3 6 2011 Excitor A S 18 If you have defined a PIN code you may log in using that rather than your LDAP password See Logging in using a PIN code First time login If you are logging in to the client for the first time the login process is different When you start the client the login screen is shown but without the indication of last connection and number of new e mails y DME Secure E mail Y 4 lt X gt DME Login e gt Logging in to DME for the first time 1 Login Enter your user name and password and select Login Lotus Notes users should note that this 1s your Internet password the same as for your webmail Since this 1s the first time you enter your user credentials DME needs to make a connection to the server to verify that your user name and password match so the first time login takes a little longer than subsequent logins DM
65. he green call key If you are reading an e mail you can move to the sender field and press the green call key or If an e mail address in the e mail is highlighted as a link see Links on page 26 In all cases DME searches your local address book for a contact with the specified e mail address The outcome of this search can vary and DME will act according to the result in the following ways The selected e mail address is found in your local address book The phone will dial the number of the associated contact The selected e mail address is found in your local address book but more than one phone number is associated with the contact DME shows a list of the associated numbers Scroll to select one number which is then dialed Note that a default number may have been specified by the DME administrator The administrator can for instance specify that the number stored in the Fax business field of your contact should be the default number because company policy specifies that a cost saving short number should be stored in that field The default number will be pre selected in the list of numbers shown On devices that support a default number feature in their local Contacts most Symbian devices do the administrator enforced default number will be set as default on all contacts This means that phoning a contact from the native phonebook application will dial the Fax business number immediately to continue with the pre
66. he reason for rescheduling the meeting which 1s sent to each participant when you synchronize Cancel meeting This option is available if you are the chair and you have invited other people to the meeting Select this option 1f you want to cancel and delete the meeting The meeting will be removed from the calendar of all participants You are prompted to enter a comment about the reason for canceling the meeting which is sent to each participant when you synchronize Note If your collaboration system is Exchange 2003 DME is unable to process meeting cancelation notices This means that if you receive a notice about a canceled meeting you must accept the cancelation in Outlook or Outlook Web Access the OWA webmail Delete This option is available if you are the chair and you have not invited other people to the meeting it is a personal appointment or similar Select this option if you want to cancel and delete the appointment The appointment will be removed from your calendar in DME immediately and from your collaboration system when you synchronize When you save any changes DME asks you if you want to synchronize the calendar immediately 47 DME Client User Guide 3 6 2011 Excitor A S gt Calendar options for meeting participants If you are a participant in the meeting and not the chair the following options are available j y DME Secure E mail Yjj 4 ok SDME a PM Meeting details penro O
67. heduled by the DME administrator Notifications can also be sent in case system settings are updated or a server command is issued Note that notifications may be disabled on the server and that they may disabled if the device is roaming see Roaming 2 Scheduled sync The client can be set up to synchronize at regular intervals When synchronizing all enabled resources are synchronized that is if the Sync option for the resource in question for instance To do sync is enabled The scheduled sync intervals are the same for all resources 3 Pull sync For e mail and calendar items you can set up a separate schedule for synchronization This way you can for example set up scheduled sync intervals for contacts to dos and files disable scheduled sync for e mail and calendar and enable pull sync for e mail and calendar with a more frequent schedule 4 Manual sync Finally 1t 1s possible to synchronize the client with the server manually by selecting a menu item in the client You can synchronize the different resource types individually or you can choose to sync all resources at the same time During the synchronization operation the DME client shows a status messages about the current sync process in the interface In order to optimize speed and bandwidth consumption the DME server builds a list of commands to be executed by the client the next time it connects with the server This is called a command stack When the clie
68. ils as read The actions described below can apply to a number of selected items See Selecting multiple items on page 37 for information about how to select multiple items gt Marking one selected or all e mails as read or unread 1 Open the DME menu and select Actions 2 Select Mark read to mark the e mail s as read or Select Mark unread to mark the e mail s as unread 3 Select Selected to mark the selected e mail s or Select All to mark all e mails Toggle flag The actions described below can apply to one e mail item or a number of selected items See Selecting multiple items on page 37 for information about how to select multiple items gt Toggle the Follow up flag for selected e mail s 1 Open the DME menu and select Actions 2 Select Toggle flag or Follow up depending on platform A Follow up flag is added to unflagged items and removed from already flagged items The follow up flag is synchronized with the collaboration system that is the flag will show up in Outlook and Notes if you set it on the device and vice versa You can also select Actions gt Toggle flag or Options gt Follow up from within an open e mail Sorting items You can sort items in the Inbox and the other folders ascending or descending by date name or subject gt Sorting items 1 Open the DME menu and select Actions 2 Select Sort 3 Choose between the following sort methods Descending by date newest e mail at the top Asc
69. ined even if the device is rebooted Furthermore the DME client will automatically restart if it should crash If you select Disabled the device is not locked when you log out of the DME client 69 DME Client User Guide 3 6 2011 Excitor A S Lock Messaging If you select Enabled you can only access the messaging applications SMS MMS etc on the device when you are logged in to the DME client If you log out of DME and attempt to open the messaging application the following message is shown Locked by DME O You must log in to DME to unlock this application When you accept the message focus is changed to DME or DME is launched allowing you to log in When logged in focus 1s automatically changed back to the messaging application If you select Disabled the messaging applications are never locked Lock Calendar If you select Enabled you can only access the calendar on the device when you are logged in to the DME client See Lock Messaging above If you select Disabled the calendar is never locked Note that 1f you lock the Calendar Contacts and Tasks are locked also Lock Contacts If you select Enabled you can only access the Contacts application on the device when you are logged in to the DME client See Lock Messaging above If you select Disabled the Contacts application is never locked Note that 1f you lock Contacts Tasks and the Calendar are locked also Lock To do If you select Enabled you c
70. ing in on page 17 Changing SIM cards If you change the SIM card in your device the DME client will ask for the new phone number the first time you log in to the DME client It is important that the phone number is correct as many features depend on the DME server s ability to send commands by SMS to the device DME Client User Guide 3 6 2011 Excitor A S 1 Enter the phone number 2 Select OK The device phone number can also be changed in the general settings see General settings on page 66 Depending on the setting Action on SIM card change in the security settings your DME data will be wiped from the device when you change the SIM card or your device will be locked or you are allowed to log in as usual Synchronization overview The basic idea of the DME client is to keep the e mail calendar system contacts and other resources on your mobile device up to date with the corresponding items on the corporate network To do this the DME client is synchronized with the collaboration system or the file server E mails calendar items contacts and other resources are synchronized with the corporate collaboration system On some platforms you can also synchronize files on the DME server or in a network location with your mobile device File synchronization requires a special license consult your DME administrator for more information What is synchronized 10 In the synchronization sync for short process DME chec
71. it the number of articles available on the device at any one time see Feed sync settings on page 75 A standard feed called Welcome to DME RSS Feeds is usually included in the list this feed tells you more about the DME RSS Feeds functionality If you highlight a feed and select Details in the DME menu you can see more information about each feed if supported by the feed provider The feeds are updated at regular intervals The server takes care of sending a notification to DME when this happens To update the feeds manually select Synchronize in the DME menu To view the articles of a feed click the feed title Reuters Company N 37 10 10 Welcome to DME RSS amp 3 3 Options 13 56 Close Unread articles are preceded with a star icon In the DME menu you can choose to mark the selected article or articles or all articles as read or unread Click to read an article F ue Sync calendar Feeds R Reuters Company News LY Futures signal mixed opening for Wa A Y Europe shares extend rebound mine Y Bristol Myers CEO 2012 sales drop ve LY Weak commodities drag FTSE lower 13 57 Back 61 DME Client User Guide 3 6 2011 Excitor A S Most articles are just an excerpt of a larger article and include a link to the full article To view the full article in a browser select Open in the DME menu Cost control The DME administrator is able to control phone cos
72. ive contacts This corresponds to an initial import If the server setting Action to perform on client upon initial import is set to Wipe all contacts are removed first If it is set to Merge the contacts are added to the local contacts and all the contacts are then sent to the server for duplicate control See Initial import and reset on page 12 Adding and editing contacts Different contact applications on different phones and phone platforms support different contact fields A contact field 1s for instance the First name field or the Telephone field in a contact When synchronizing the address book in MS Outlook or Lotus Notes to a mobile device different third party applications may map the fields in Outlook Lotus Notes to the phone in different ways The DME Address Book supports a large but fixed number of fields By using DME for synchronizing contacts you can be certain that everybody in the organization maps contacts from the collaboration system to their device in the same way When you select Create to create a new contact in the DME Address Book DME lets you add a contact with a fixed number of fields First name Last name Mobile Telephone E mail Company Department Job title To add more fields select Add detail in the DME menu scroll to the desired field and select OK In the same way if you select Actions gt Edit contact to edit an existing contact DME shows at least the fields mentioned above and any other
73. ization covers scheduled synchronization e mail and PIM pull and SMS push notification If Allow sync when roaming is enabled you will still be able to synchronize manually The roaming status of the device is stored on the server The first background sync performed while roaming will therefore be carried out normally but will also inform the server that the device is roaming effectively cutting the device off from further background synchronization This means that the server is unable to detect that the device is back in the home network unless you perform a manual sync When using this cost saving feature it is important to that you perform a manual sync when you return to your home network This setting is for your information only it cannot be changed from the device NW push when roaming As a cost saving feature the administrator can disable the network IP connection when the device is roaming by setting this option to Disabled If the server setting Notify when roaming is enabled the server will resort to SMS push if permitted by the notification schedule that applies to the device If Notify when roaming is disabled also the device will receive no notification at all To update the roaming status you should perform a manual synchronization when you return to your home network This setting is for your information only it cannot be changed from the device Server path This is the path to the DME server The value is
74. k see Documentation feedback mailto documentation excitor com Subject Documentation feedback User guide Windows Mobile devices List of procedures gt Starine the DME Cinta dr dd eee 16 gt Logging in to DME for the first time ccconnonoononnnccnonononancnnncccnannns 18 gt Uninstalling the DME client for Windows Mobile 19 gt Openine an attac Mi 28 gt Sending an attachment not by e mall ooonooooooocnncnnnononannnnnconnnnnos 29 gt Removing a single attachment oooooooooconccnnnnoooononnnccnnnonananononcconannnos 29 gt Removing all attachments from the device ooccccccnnnononnnonononannnos 29 gt NView ne e mail detal 30 gt Calling a number associated with an e mall cccnnnnonnnnnnnnnnnnnnn 30 gt Creating and sending an e mail oooooonoconcnnncnonooononnnnccnonnnananononcconannnos 31 gt Savinsane man As a drid 34 ye SENA MeSsase OPUS 34 gt Replyias 10 set e MA lia 35 gt Replying to an e mail using Quick reply occcccnnnnooononnnccnonannss 35 gt TPorwarding ane mal eene 35 gt Sending attachments in original e mails and replies 36 gt Sending attachments in forwarded e mallS oooo oocccccnnnnononcnnnncnnnnnnss 36 gt Adding attachments to meeting invitations ooooooonnccnonononannnnncccnnnnns 36 gt Marking one selected or all e mails as read or unread 37 gt Toggle the Follow u
75. ks the following 1 Have any items been created An item could be an e mail a contact a calendar item a to do or possibly a file If an item has been created it is copied to the system on which it does not yet exist for example if an e mail was created and sent from the mobile device the e mail is copied to the Sent folder on the collaboration system Furthermore the e mail calendar and other items on the mobile device are synchronized with respect to the time span for which items should be shown according to the settings This 1s called the synchronization window For instance the settings may specify that the e mail application should show e mails for the last 7 days The sync process will then clear e mails older than 7 days from the Inbox and other mailboxes except Drafts on the mobile device only 2 Have any items been deleted If an item for instance a meeting has been deleted in the collaboration system the deletion will be reflected on the mobile device Note that e mails deleted on the mobile device will not be deleted on the collaboration system if the setting Delete only locally is enabled Note also that you will not receive notification of changes when e mails are deleted from the server 3 Have any items been edited If you for instance edit a contact on the mobile device or on the collaboration system the change will be synchronized In the same way if you edit a spreadsheet on the mobile device the sync process
76. l Meeting Create a new meeting invitation or appointment T1 DME Client User Guide 3 6 2011 Excitor A S Synchronize Actions Search 78 E mail Synchronize e mails only Calendar Synchronize calendar items only Contacts Synchronize contacts only To do Synchronize to dos tasks only Files Synchronize files only if enabled RSS Synchronize RSS feeds only if enabled Sync all Synchronize all resources Cancel sync Cancel an ongoing synchronization Any changes made will be rolled back Available in e mail folders Mark read Mark e mails as read Selected or All Mark unread Mark e mails as unread Selected or All Delete Delete selected e mail Delete or Backspace on virtual keyboard Delete all attachments Delete all attachments downloaded to the device Sort Sort current folder by date name or subject ascending or descending Move to folder Move the selected e mail to an e mail folder Call Place a voice call to the number associated with the sender of the current e mail Global Address Book Search for e mail address on the server E mails on server Search for e mails in your server mailbox E mails on phone Search for e mails stored locally Tools User guide Windows Mobile devices Menu tree Settings Set up different aspects of DME on your device General Security E mail Folders Calendar Contacts To dos Files Scheduled sync Desktop Re
77. le devices User guide Windows Mobile devices DME supports a wide range of Windows Mobile devices running Microsoft Windows Mobile 5 or 6 For a list of supported devices please see the Supported Devices Symbian http www excitor com Default aspx 7id 47 amp device_search Symbian amp device_sortb y product_group page at the Excitor website The models used throughout this manual for illustration purposes are the Qtek S200 HTC PM300 Pocket PC running Windows Mobile 5 and the HTC Touch HD Installing DME on Windows Mobile lit OMA DM installation Installing using DM requires that the device is bootstrapped When the device is being bootstrapped you must confirm a DM Service Message by entering a PIN code 12345 by default After this the installation and subsequent upgrades of DME through OMA DM is completely transparent The DME client seems to suddenly appear on the device prompting for login information Note that OMA DM is not supported on all Windows Mobile devices Push installation When the DME Administrator has pushed DME to your phone as opposed to installing using OMA DM you will receive an SMS or a WAP Service Message with the text DME Software Installation and a link 1 Open the message 2 Click the highlighted link WAP Service Message or Scroll to the link SMS click and choose Open link 3 A web browser opens and you are prompted to download the DME installer possibly you must accept a browser
78. le sync If you select Enabled file synchronization is enabled This setting affects push notification manual synchronization and scheduled sync If you select Disabled files are never synchronized Scheduled sync settings With these settings you specify options for scheduled synchronization Note that this feature may be disabled if you are roaming For more information see Roaming Scheduled sync If you select Enabled the DME client will initiate synchronization of the enabled resources e mail calendar etc according to the schedule specified below If you select Disabled the synchronization of resources relies on client initiated sync pull where applicable manual synchronization or push notification from the mail system 75 DME Client User Guide 3 6 2011 Excitor A S Interval If Scheduled sync is enabled the client will accept a sync every number of hours selected here Permitted range 1 24 hours Start time In this field you can specify the time of day after which scheduled sync should start if this is enabled Use the local time format for instance hh mm ss or hh mm ss am pm Example 08 00 or 08 00 am End time In this field you can specify the time of day at which scheduled sync should end if this is enabled Use the local time format for instance hh mm ss or hh mm ss am pm Example 17 30 or 05 30 pm Run on weekends If you select Yes scheduled sync will continue to run
79. led you can enter a date and time for when the alarm should go off 2 Private Mark the meeting as private This means the the meeting details are not visible to other people in the collaboration system when you sync the calendar item but your time will appear booked Description Enter a description of the meeting agenda etc Adding participants j DME Secure E mail Yj 4 lt ok gt DME a t Participants Chair Sabine Adelhof Excitor Participants de Niels Fange Excitor Excitor Optional participants FYI e Close E Options In the Participants tab you can add meeting participants from Local contacts on the device and from the global address book on the server You can enter Required participants 8 Optional participants and FYI participants bd Entering meeting participants 1 Click one of the Participants fields The field functions as other recipient fields with type ahead selection of recipients and the ability to choose from the local and global address books See Entering recipients on page 32 for more information See Global Address Book on page 39 for information about selecting participants before creating the meeting Participants selected from a Global Address Book search result are added to the required participants field 3 Location and resources j y DME Secure E mail Yj 4 lt ok SpMeE lt 4 PA Location and resources Close E Options In the Locati
80. ll If you select Enabled client initiated pull synchronization of e mail is enabled This corresponds to the Scheduled sync settings on page 75 but is independent of the synchronization schedule set up on the DME server Select Disabled to disable the client initiated sync of e mail Note that this feature may be disabled if you are roaming For more information see Roaming Pull interval If E mail pull is enabled the client will initiate a sync every number of minutes selected here Permitted range 10 120 minutes Start time In this field you can specify the time of day after which client initiated pull should start if this is enabled Use the local time format for instance hh mm ss or hh mm ss am pm Example 08 00 or 08 00 am End time 71 DME Client User Guide 3 6 2011 Excitor A S In this field you can specify the time of day at which client initiated pull should end if this is enabled Use the local time format for instance hh mm ss or hh mm ss am pm Example 17 30 or 05 30 pm Run on weekends If you select Yes client initiated pull will continue to run over the weekend If you select No client initiated pull will not run on weekends Signature Any text you enter in this field will be appended to all new e mails sent from the DME client You typically use it for adding a signature Note that the DME administrator can add another text to be appended to e mails called an E mail disclaimer
81. lt gt In a meeting Do not disturb or Available Please note that in order to use this feature Network push must be enabled as well see above Enable Home screen plugin Smartphone only In this field you can specify DME is added to your Home screen plugin if this plugin 1s enabled on your Smartphone Please note that the Home screen plugin can put a considerable strain on your Smartphone s resources Login Close key In this field you can specify the action of the secondary key when the Login screen 1s shown The following choices are available Exit This is the default setting Pressing the secondary key exits the DME application Hide If you select this option pressing the secondary key will hide minimize DME without logging out the user This corresponds to pressing the red end call key Note that by selecting this both the Exit action and the Login action are moved in as sub items in the DME menu Desktop Close key In this field you can specify the action of the secondary key when the Desktop is shown The following choices are available Lock This is the default setting Pressing the secondary key from the Desktop locks DME and shows the Login screen Hide If you select this option pressing the secondary key will hide minimize DME without logging out the user This corresponds to pressing the red end call key Security settings With these settings you specify the security aspects of DME on you
82. mail The use of SmartLinks requires the DME administrator to set up the DME server in such a way that the DME client recognizes certain links in the mail body text as special links As described in the previous section DME automatically highlights web links that is links starting with http or https or www If any such link contains the text defined on the DME server the link will be treated in a special way instead of opening a browser window the client will send a request to the DME server which will then prompt the client to log in and download the requested file if it exists You can say that the server acts as a proxy y DMESecure E mail Yj 4 DME E mail O Niels Fange Excitor Do you wish to download file from server Just click to download the File Med venlig hilsen Best regards Niels Fange Documentation Manager Options Example the body text of an e mail contains two links 1 http www example com onepagedown Selecting this link will open the built in browser and go the onepagedown page at www example com This is a normal web link 2 http intranet example com doc id 234 Provided that http intranet example com has been defined as a SmartLink site on the DME server selecting this link issues a request to the DME server to download the document defined by the document ID 234 The downloaded file is opened by the associated viewer immediately When you close the viewer the file is dele
83. n page 43 Zs Create a new meeting invitation see Booking meetings on page 50 2 Synchronize e mail see Synchronization overview on page 10 Open the Search menu see Search on page 38 5 Open the Settings page see Settings on page 66 lo Goto the Contacts application see Contacts on page 54 not Java devices E E Symbian devices only Open the SmartEncrypt on the fly encryption application see the SmartEncrypt Quick Guide Some Nokia S60 devices only Open the VoiceExtender call answering machine see the VoiceExtender Quick Guide Apart from these icons you can use the DME menu Options to access all functions in DME You can access the DME menu from all views in DME For an overview of the DME menu see Menu tree on page 77 For information about how to configure your Desktop see Desktop settings on page 71 To quickly access the most common features in DME you can press a keyboard shortcut By default the following shortcuts have been defined in DME Press to execute the following action 0 lt Not defined by default gt Synchronize e mail 2 Mark as read 3 Mark as unread 4 Create a new e mail 5 View folders 6 Open the DME calendar Create a new meeting 8 lt Not defined by default gt 9 Open the Contacts application 21 DME Client User Guide 3 6 2011 Excitor A S To access the shortcut actions press followed by one of the keys 0 9 Note that in order to press
84. ndar One challenge with calendars is the fact that sometimes we operate with multiple time zones If we travel to a different time zone we need to make sure that entries in our calendar reflect the change in time zones An appointment made for 2 o clock in the afternoon at your home office should be shown at 1 o clock if you travel one hour west In order to keep your calendar updated this way no matter where you are DME uses the time zone setting of your device The device is typically set up to get the correct time from the network operator in which case a message from the operator will tell you that your time zone has changed and offer to adjust the time zone on your device for you You should allow this or adjust it yourself if the device is set up to a fixed time zone When you adjust the time your calendar will remain up to date The calendar entries are shifted correctly in time without communication with the DME server Data security DME has a strong focus on security All e mails are securely stored on the device even if the SIM card 1s changed or the battery runs out after you have logged in All data remains encrypted at all times using strong encryption and is only decrypted to memory while it is displayed on screen All communication with the server is encrypted and the server can be set up to require a client certificate which further prevents attempts at unauthorized access from devices that are unknown to the serve
85. ndar entries for one month Browse to the previous or next month using the left or right navigation key Android swipe left or right The title text tells you the name of the month and the year you are currently viewing For each calendar entry the month name date time and subject of the entry are shown To switch between the views select View day View week or View month in the DME menu 45 DME Client User Guide 3 6 2011 Excitor A S 46 Go to date To show a certain date in the DME calendar select Go to date in the DME menu j y DME Secure E mail Yj 4 lt ok 11 FER 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 Today 12 05 09 Cancel E OK Enter the desired date You can use the left and right navigation keys to move between the fields in the date and the up and down keys to spin the numbers within each field or you can tap the down arrow to pop up a small calendar Select OK to go to the selected date The date will be shown in the Day view To go to today s date select Go to today in the DME menu Calendar actions From each view you can select the following actions in the DME menu in addition to the Go to and View options New meeting Create a new meeting The default date set for the new meeting is the currently viewed day In the Week view and the Month view the meeting date is set to the first day within the viewed range of days for instance the first in the month
86. new e mail or meeting invitation with the selected contacts as recipients not all platforms yet gt Finding contacts in the global address book 1 Open the DME menu and select Search gt Global Address Book this step has already been completed if you open the global address book from a new e mail or meeting invitation You can now search for a contact by Name E mail address Department Country or Title Note that more fields or different fields may be available if the Global Address Book search screen has been customized See separate documentation about customizing the fields in this screen Enter a search text in at least one of the available fields and select Search A connection is made to the collaboration system and the search results are displayed Depending on a setting on the DME server the search will either look for entries starting with the text you have entered or entries containing the text you have entered When searching for a name you can enter both a first and last name separated with a space By default a maximum of 10 results are shown but this value can be changed by the DME administrator From the search results you can select contacts the same way as with your local contacts Selected contacts are marked with a W If you opened the global address book search from an e mail or meeting invitation select Done from the DME menu to insert the selected contacts into the field from which you chose to
87. nicates with the server for instance in connection with a network push When you log in again you should use your new password DME will assume that you have changed password on the server verify your new password and re encrypt your credentials without you having to confirm any messages You can change your mailbox password from the client 1 Log in to the client as usual 2 Open the DME menu and select Tools gt Change password 3 Enter your existing password in the Old password field 4 Enter a new password in the New password field and retype it in the Confirm new password field 5 Select Change Famil jaw 19 CON FOME 1209 Change password Old password bbb New password ROO ORK KK Confirm new password ooo OK Cancel DME sends the password change request to the server If the server accepts the request a message tells you that your password has been changed If the server rejects the request a message tells you why the command failed If the command fails it can be an issue with the server setup and you should contact your DME Administrator Switching users Unless forbidden by the DME Administrator you can hand over your device to another person even if it contains all your DME data All e mails calendar items to do items contacts and other synchronized files and resources will be erased when the new user logs in The new user 1s taken through the same verification process as described in Logg
88. nt connects with the server for instance in order to synchronize e mail the server will force the execution of those commands on the client For this reason you may experience that for instance the e mail sync you requested is followed by a calendar sync meaning that the server takes the opportunity to update your calendar because a change has occurred 11 DME Client User Guide 3 6 2011 Excitor A S While the synchronization is in progress you can cancel it by selecting Synchronize gt Cancel sync from the DME menu 3 Connecting E Inbox 63 1 a Kimberly Sall 2 Create gt Synchronize Background sync is D running at the moment Do you wish to cancel it initial import and reset The first time you log in to the DME after installing the client DME will receive a set of default client settings from the server Based on these settings DME will import data from the server into the enabled data stores For instance 1f you have enabled e mail sync and calendar sync DME will immediately and silently import your e mails and calendar items from the server This is called the initial synchronization Your DME administrator has made two important choices which affect your initial synchronization The DME settings for Calendar Contacts mode and Action to perform on client upon initial import If your DME administrator has selected Wipe as initial import action and your calendar and or contacts are set
89. nto the DME calendar and synchronization with the collaboration system only affects the DME calendar When you switch back to Open Mixed mode the calendar entries are split up again in the way mentioned above and are thus visible in the native calendar When switching from Open to Mixed mode the Subject Body and Location fields are copied to the secure DME calendar and a message from DME is entered in the native calendar instead Switching from Mixed to Open mode reverses this process Calendar views To view the calendar entries in the DME calendar select the icon from the Desktop or select View gt Calendar in the DME menu The calendar opens on today s date in the Day view Using the DME menu you can choose to see your calendar entries in three different views Day view See all calendar entries for one day Browse to the previous or next day using the left or right navigation key Android swipe left or right The title text tells you the day in the week and the date of the day you are currently viewing For each calendar entry the time and subject of the entry are shown Week view See all calendar entries for one week Browse to the previous or next week using the left or right navigation key Android swipe left or right The title text tells you the number and starting date of the week you are currently viewing For each calendar entry the week day time and subject of the entry are shown Month view See all cale
90. nts using the global address book see the procedure in Global Address Book on page 39 When you have selected the desired recipients open the DME menu and select Done The e mail address of the contact s will be added to the field from which you started selecting recipients If any of the recipients have multiple e mail addresses you will be able to choose between the addresses of each recipient Saving as draft If you want to continue editing an e mail at a later time you can save the e mail as a draft Saving an e mail as a draft 1 Open the DME menu and select Save as draft or 2 Close the e mail and select Save as draft when asked The e mail is saved to the Drafts folder and you are returned to the mailbox When you want to finish the e mail you can open it from the Drafts folder edit it and send it in the usual way Selecting message options You can sign encrypt and mark the message with high importance Setting message options 1 Open the DME menu in the e mail you are creating and select Message options 2 Scroll up down to select an option 3 Click the navigation key to enable or disable the selected option 4 Select OK to set the options and return to the e mail or select Cancel to cancel your selections and return to the e mail Please note the following about signed and encrypted e mail When you send a signed e mail and the DME server cannot find your private key on the server an e mail with a notificati
91. obile devices Calendar Select Attachments in the DME menu to add or remove attachments in the meeting See Sending attachments When you are done editing the meeting you may select Check free time in the DME menu to verify that all participants are free at the time in question if you have changed the meeting time or date For more information see Checking free time on page 53 Select Save in the DME menu to save your changes You are prompted to enter a comment about the reason for changing the meeting which is sent to each participant when you synchronize If you remove a participant from the list of required participants the participant receives a meeting cancelation notice and the meeting will be removed from the calendar of that participant Reschedule This option is available if you are the chair and you have invited other people to the meeting Select this option if you want to move the meeting to another date or time A new screen opens letting you set a new date and time for the meeting j y DME Secure E mail Yjj 4 ok 2o T Time zone Europe Copenhagen GMT 01 00 v Comments f Send E Options Change the date and time You may now select Check free time in the DME menu to verify that all participants are free at the time in question For more information see Checking free time on page 53 Select Save or Send and save in the DME menu to save your changes You are prompted to enter a comment about t
92. on and resources tab you can enter a location for the meeting and book rooms and resources that are available in the collaboration system In the form you can enter information into the following fields User guide Windows Mobile devices Calendar Location Here you can enter free text describing the location of the meeting for instance an office a country or a city E Rooms Here you can select one or more of the rooms available in the collaboration system See below E Resources Here you can book one or more of the resources available in the collaboration system See below Before selecting rooms or resources you must download the available rooms and resources from the collaboration system to your device Downloading rooms and resources The first time you click either of the Rooms or Resources fields DME will ask you if you want to download rooms and resources now You must do this in order to be able to select rooms and resources Subsequently you can refresh the list of resources by selecting Get resources in the DME menu and then select Yes to download rooms and resources from the collaboration server Selecting rooms and resources 1 2 3 9 Move the cursor to the Rooms or Resources field Open the drop down list by tapping the icon or clicking the navigation key You may have to select which site you want to select your rooms and resources from by clicking Rooms and resources are grouped under sites
93. on in both the Drafts and the Sent folders can be superimposed by the attachment priority encryption or signature symbols Reading e mails 26 To open an e mail select the e mail in a folder and press the navigation key or tap the e mail Scroll through the e mail by using the navigation keys or dragging the scroll bar If you click the navigation key while scrolling through the e mail body the e mail body will be shown in full screen To leave full screen mode press the OK soft key Note that link detection see below is not available in full screen mode You can open the next unread e mail by choosing Show next unread e mail from the DME menu in the open e mail Links When scrolling through e mails the DME client will search for different links such as e mail addresses phone numbers and web links Whenever a link 1s found it 1s highlighted A number of options for the link are shown when you select Advanced options in the DME menu For e mail addresses and phone numbers you can select the following options Call or simply press the green Call key L If the highlighted text is a phone number the Call option will dial the number If the field is an e mail address the Call option will look up contacts with the e mail address in question and present the phone number s of the found contact allowing you to make a call to the contact Press OK to call the selected phone number Add to contacts The highlighted
94. on of the error The DME Server could not send the signed S MIME e mail is sent to you by the DME server Your e mail will be sent to the recipient however it will not be signed When you send an encrypted e mail the DME server needs to know the public key of each of the recipients of the e mail If the public key of one of the recipients is unknown to the server an e mail with a notification of the error Cannot find certificate for recipient xx 1s sent to you by the DME server The e mail will not be sent to any of the recipients Using signed and encrypted e mail requires special setup Please contact your DME administrator User guide Windows Mobile devices E mail Replying to e mails When replying to an e mail you have the possibility to reply to sender with or without history that is with the original e mail appended to the bottom of the e mail and reply to all with or without history There are two ways of replying to an e mail Replying to an e mail 1 Open the e mail you want to reply to 2 Open the DME menu and select Reply or Reply to All 3 Select With history or Without history Replying to an e mail using Quick reply 1 Open the e mail you want to reply to 2 Open the DME menu and select Quick reply The functionality of selecting Quick reply is defined in the e mail settings see E mail settings Here you can specify if Quick reply should correspond to selecting To sender with history To sender with
95. on the collaboration system or in the DME Calendar are also shown in the native calendar insofar the native calendar supports the features of the DME Calendar for instance meeting attachments are not linked to calendar entries in the native calendar Personal appointments created and edited from the native calendar application are synchronized with your collaboration system However you cannot invite other people or perform other advanced actions See also Recurring meetings on page 50 Mixed In Mixed mode meetings all day events and anniversaries created on the collaboration system or in the DME Calendar are also shown in the native calendar However any potentially sensitive information is replaced by a message from DME The only data shown are Start End and Alarm times Thus a meeting in the native calendar might look like this Subject Secured by DME Body Please log in to the DME calendar to see content Location Please log in to the DME calendar to see content Start time 10 00 End time 11 00 Alarm time 9 45 Furthermore Subject Body and Location are encrypted by DME when saved to the device disk Personal appointments created from the native calendar application will be secured after synchronizing with the collaboration system Secure In Secure mode all calendar entries created on the collaboration system or in the DME Calendar are kept in DME There is no interaction with the native calendar This inclu
96. ontacts application immediately Copy name and phone numbers Mixed As Copy all fields but only the name and phone numbers from the DME Address Book are shown in the native Contacts application If you edit the name or phone number in your native Contacts application this information will be synchronized to the DME Address Book However if you add any other information to your native contacts this information will be removed again by DME In other words you should use DME for maintaining your contacts Note that when you select this option DME will process the contacts in the Contacts application immediately so they only show name and number Don t use Secure There is no interaction contacts in the DME Address Book and the native Contacts are kept completely separate This lets you keep your business contacts in DME in sync with your collaboration system while letting you synchronize your personal contacts with other contact synchronization applications Note that when you select this option DME will delete any contacts in the Contacts application which are also found in the DME Address Book immediately For more information see Interaction with the device Contacts on page 56 To do sync If you select Enabled to do item synchronization 1s enabled This setting affects push notification manual synchronization and scheduled sync If you select Disabled to dos are never synchronized Days back When to dos are synchroniz
97. out history To all with history or To all without history In both cases a new e mail is created for the original sender and possibly all original recipients If the original e mail contained attachments you will be asked if you want to include the attachments in your reply If the e mail you are replying to was signed encrypted or marked with high priority DME will copy these settings to the new e mail You can now add text and attachments to the e mail and send it See Sending attachments for information about how to work with attachments in e mail replies Forwarding e mails You can forward an e mail with all content including attachments Forwarding an e mail 1 From any folder open the e mail 2 Open the DME menu and select Forward 3 If the original e mail contained attachments Press Yes to include attachments or Press No to send the e mail without attachments See Sending attachments for information about how to work with attachments in forwarded e mails You can now add recipients text and attachments and select Send to send the e mail For information about how to enter recipients see Entering recipients on page 32 If the e mail you are forwarding was marked with high priority DME will copy this setting to the new e mail Sending attachments You can include attachments in e mails in two different ways by forwarding an e mail that already contains attachments or by adding attachments from the device to n
98. over the weekend If you select No scheduled sync will not run on weekends Shortcuts settings In this screen you can change the shortcuts defined for your device For each of the ten fields in this screen 0 9 you can select one of the available options 76 Shortcut option lt blank gt Sync e mail New e mail Open inbox View folders Open calendar Open contacts Global Address Book Search e mails Mark read Mark unread Move to folder New meeting Sync calendar Sync contacts Action Removes any existing shortcut definition The shortcut will do nothing Synchronize e mail Create a new e mail Open the Inbox Open the Folders screen to change to another e mail folder Open the internal DME calendar Open the Contacts application Search the Global Address Book to find a contact Search for e mails on the collaboration system Mark selected e mail or e mails as read Mark selected e mail or e mails as unread Move selected e mail or e mails to an e mail folder of your choice Create a new meeting invitation Synchronize the calendar according to settings Synchronize your contacts User guide Windows Mobile devices Menu tree Sync to do Synchronize to dos according to settings Sync files Synchronize files according to settings Sync all Synchronize everything according to settings For information about how to use shortcuts see Shortcuts on page 21 Desktop settings Log in to
99. p flag for selected e mail Ss ooonoonoonnnnncnnnn 37 gt DONNE WSIS saaa a AR 37 gt Deleting one or more selected items ccconnooooooonnncnonononancnnncccnnnnnos 38 gt Deleting the currently open e Mail ccccnnnoooonnnnnccnonononancnoncconannnos 38 gt Moving an item to another folder oooooooooooonncconononananoncconannnos 38 gt Finding contacts in the global address book oooooooooonncccnnnnn 39 gt Searching for e mails on the ServVeT occccnnnoooononnnccnonononancnonoconannnos 40 gt Sears 42 gt Calendar options for the meeting chait ooonnonoooccnccnnnonononnnnnnccnnnnnos 46 gt Calendar options for meeting partiCipadtS ocooooooocnccnnnnnononnnnnncnnnnnnns 48 gt Responding to a Meeting InVitatiON coccccnnnoooonnnnnncnononananononcccnnnnnns 48 gt Crean a NEW MCS aaa 50 gt Entering meeting partiCipantS ccoocoooooonnnccnnonononnnnnnccnnnananonononcccnannnos 52 gt Downloading rooms and resources ooocccccnnnnoooonnnnnccnononanancnnncconannnos 53 5 SCC rooms ANd TESOUICES coa T 53 gt A Heckine ICO CNG orsana nann a a a E 54 gt Substituting password for PIN COJE ccccnnnoooononccccnnnnoonannnnncccnnnnnos 64 gt Finding helpdesk information about your DME client 81 gt Showing the DME client event log cccnnnoooonnonnccnonnnonannnonoccnannnos 81
100. r It is not possible to export any data from the device to be read elsewhere Even the clipboard is cleared of any text cut or copied to the clipboard when you exit the client as of version 3 6 All DME related data on the device e mails calendar items to dos contacts and synchronized files and other data SMS messages data on the memory card and internal memory are deleted in the following events DME Client User Guide 3 6 2011 Excitor A S Ifthe SIM card is changed if set up by the DME administrator See Changing SIM cards on page 9 for more information If the user name or password is entered incorrectly a number of times as set up by the DME administrator If the DME administrator decides to do it If the device is lost or stolen the data on the DME client can be cleared remotely by sending a command from the DME server remote wipe You should always contact your DME Administrator immediately if you lose your device In case a new user logs in all DME related data are deleted before the Desktop or Inbox is shown Changing mailbox passwords Depending on your company s security policy you must change your network password at regular intervals If you use Exchange your network password is the same as your mailbox password but on Domino collaboration systems this is not necessarily so The DME client depends on the mailbox password to gain access to synchronize your e mail to the device Your mailbox p
101. r e mail synchronization is performed Delete only locally If you select Yes On e mails deleted from the DME client will only be deleted on the device and not on the collaboration system This is the default If you select No Off e mails deleted on the client will be removed from both the DME client and the mail system at the next scheduled or manual synchronization Quick reply In this field you can specify the function of the option Quick reply in an open e mail You can choose among the following options 1 To sender with history 2 To sender without history 3 To all with history 4 To all without history When you select Quick reply in an open e mail DME will perform the function specified in this field Sound on If you select this check box the device will play the sound selected in the field Mail alert when you receive an e mail in DME Alerts start In this field you can specify the time of day from which you want to begin receiving audible alerts when a new e mail arrives Use the local time format for instance hh mm ss or hh mm ss am pm Example 08 00 or 08 00 am Alerts end In this field you can specify the time of day from which you no longer want to receive audible alerts when a new e mail arrives Use the local time format for instance hh mm ss or hh mm ss am pm Example 18 00 or 06 00 am Mail alert In this field you can specify the sound you want played when a new mail is received by DME E mail pu
102. r device 68 User guide Windows Mobile devices Settings Action on SIM change In this field you can choose how the DME client should react when a new SIM card is inserted into the device You may need more than one SIM card for instance if you travel and use local prepaid SIM cards However simply allowing SIM card changes poses a security threat as a malevolent user might steal a device and insert his own SIM card in order to potentially gain access to files and other data on the device Therefore you can choose among three options in this field None If you select this option the DME client will do nothing when a user changes SIM cards This is usually not recommended for the above stated reasons Flush data If you select this option the DME client will flush delete all DME data from the device if another SIM card is inserted For more information see Data security on page 7 Lock device When the DME client detects the SIM card change the client automatically switches to Lock device mode Shell protection You now have to log in to DME in order to use the device You have as many chances to enter the correct password as the option Limit on password attempts specifies Just before logging in DME checks if the current SIM card has been used before If it has not the user is prompted to enter the phone number for the new SIM card This phone number and the SIM card identification number IMST are stored and thu
103. r original e mails see above Attachments in forwarded e mails need not be downloaded to the device before they are sent DME will pull the attachments from the collaboration system when the mail is sent saving transfer costs gt Adding attachments to meeting invitations 1 Create a meeting invitation see Booking meetings on page 50 2 Add attachments in the same way as for original e mails see above Note that the DME administrator may have blocked for adding new attachments from the device to e mails Furthermore restrictions to the size of attachments apply The default maximum size is 16MB but this limit may have been increased or reduced by the DME administrator Folder actions In each mailbox folder you can perform a number of actions on one or more items 36 User guide Windows Mobile devices E mail Selecting multiple items To select several items in a folder or list tap straight on their e mail icon The selected items are highlighted Please note that you cannot select multiple items on Smartphone Marking read unread When you read an e mail in the DME client the e mail will be marked as read that is the e mail icon is open S and not closed El Furthermore the e mail will be marked as read in the collaboration system the next time you synchronize You can mark an e mail as unread after reading it for instance in order to remember reading it when you get back to the office or you can mark unread e ma
104. ration Push software and upgrades via OMA Apple MDM SMS or WAP to the users permit them to serve themselves or automatically upgrade software when the users log on For support purposes retrieval of device configurations and connection set up makes it possible for you to help users who cannot connect and a log of user actions assists you in identifying the problems and solving them Notification of changes to server status can be sent to the DME administrators to ensure they are alerted to problems quickly Cost containment Control of ongoing mobile cost Data and voice logging allows you to monitor activity levels real time and identify expensive behavior which can be reduced Heavily used operators can be determined and connection preferences can be set as default Build advanced reports to get a clear view of your organization s mobile traffic using the integrated BI reporting tools Link to a third party Telecom Expense Management provider to build detailed reports for instance for internal billing Freedom of choice Versatility Works on any available network WLAN W1 Fi GSM GPRS 3G UMTS EDGE operator and on most devices from leading manufacturers Works on Lotus Domino and or Microsoft Exchange collaboration systems Please note that the above applies to the full DME client Note also that due to limitations specific to the some client platforms a few of the features mentioned above are not supported on DME for tho
105. s but there may be differences which are noted below Furthermore the description of the actions pertain to the standard way of inviting to meetings For instance in Domino the chair can select options in the meeting invitation in Notes specifying that he or she does not want to receive responses from invitees participants wants to prevent counter proposals or wants to prevent delegation Such options are naturally observed by DME even if they are not mentioned in the descriptions below The following options may be available Accept Accept the meeting invitation The meeting is created in the calendar and a notification of your acceptance is sent to the meeting organizer chair User guide Windows Mobile devices Calendar Decline Decline the meeting invitation Notification of this is sent to the organizer chair and any other participants Tentatively accept If you want to attend the meeting but you are not sure that you are available at the proposed time you can tentatively accept the meeting This way the meeting is booked in your calendar but the time still appears free for other users Note On Exchange 2003 systems this action is not available for recurring meetings Propose new time If you would like to attend but you are not available at the proposed time you can propose a new time also called countering the meeting proposal Selecting this option opens a new screen in which you can select a new time date
106. s check box DME enables two fields in which you can enter a range of dates This limits the search to e mails received within the selected time frame The time frame is by default today s date You cannot choose a date in the future User guide Windows Mobile devices Search 7 Results page In this field you can specify the number of results you wish to display per page If your search generates a large number of results it can take a considerable time to download all the results Therefore you can define how many results you want to see at a time and then browse to the next page of results 3 Select Search Note that a search can only be executed if one or more of the fields Search text Person Folder or Date has been completed If not completed an error message says Search fields cannot be blank when you select Search The search results are displayed Note that the client shows the results in the order in which they are presented by the collaboration system If your collaboration system is based on Lotus Domino the search results are returned in order of relevance If your collaboration system is based on Microsoft Exchange the search results are returned in chronological order that is by date The server sets a limit to the number of search results By default the limit is 100 results The results are divided into a number of pages depending on the number of results per page you have selected If more results are return
107. s recognized the next time the same SIM card is inserted A maximum of 62 pairs of phone numbers and SIM card IDs can be stored in this way Logout timeout min The DME client is locked automatically after the specified number of minutes of inactivity The value 0 means never logout automatically not recommended Permitted range 0 600 minutes Private key password In this field you can specify your password for your private key Your private key is used for decrypting encrypted messages sent to you and for signing private messages If you do not enter a password here you cannot read encrypted messages or sign new messages from your mobile device If your collaboration system is using Notes Encryption you must enter the password for your user ID file If your collaboration system is using S MIME enter the password for your private key in this field You must also upload your personal certificate to the DME server using myDME For more information about Notes Encryption S MIME and myDME please contact your DME administrator Lock device If you select Enabled the device is completely locked when you log out of the DME client You are only able to receive voice calls make emergency calls receive but not view text messages and respond to calendar alarm messages For maximum security enable the setting Launch on startup in the General settings see General settings on page 66 This way this level of security is mainta
108. s synchronized to the device because the due date is within the 10 day sync window specified in the To do settings 2 Another to do was created on March 3rd with a due date of March 16th It has not been marked as completed This to do is synchronized to the device When it is marked as completed it will no longer appear on the device 59 DME Client User Guide 3 6 2011 Excitor A S Notes D If your collaboration system is Lotus Domino you can synchronize notes formerly called journals with your DME client This requires that Notes synchronization is enabled in Settings see Notes sync settings on page 75 Select on the Desktop to open the Notes screen In the initial screen you can see the note categories that have been synchronized from Lotus Notes to the device Tap a note category to view the notes within that category In this view you can use options in the DME menu to sort the notes by Subject or by Entry Date y 2pome 14 10 E By Category Y Design Options Close Select Synchronize in the DME menu to synchronize your notes manually Click a note to edit it or select New note in the DME menu to create a new note y gt bme 14 08 gt Interface design Design S 0 2011 09 26 Entry Date Description When you create or edit a note the Note screen shows fields where you can enter or edit the Subject Description Category or categories and Date of the note Furthermore you
109. se for the DME interface The language is not necessarily the same as the language selected on the device User guide Windows Mobile devices Settings Phone number The phone number of the device The DME server needs to know your phone number for sending SMS messages and pushing downloads etc to the device Disconnect after synchronization If you select this option DME sill shut down the GPRS connection after synchronizing This is the default value and is recommended to save connection costs If you do not select this option the GPRS connection is never shut down Allow sync when roaming If this field is set to Disabled you will not be able to perform manual synchronization when using a roaming network When roaming you will see a message saying that synchronization is not allowed when roaming if you try to perform a manual synchronization The device uses information from the SIM card when checking if it is currently roaming As soon as the phone is no longer roaming you are able to synchronize manually again Performing a manual sync will also inform the server that the device is no longer roaming which is necessary for re enabling background sync See also Bgr sync when roaming This setting is for your information only it cannot be changed from the device Ber sync when roaming If this field is set to Disabled the device will not perform background synchronization when using a roaming network Background synchron
110. se platforms Contact you DME partner for specific inquiries Terminology The following is a list of terms used in this guide and an explanation of the term DME Client User Guide 3 6 2011 Excitor A S Term DME DME Server Collaboration system DME menu Select Explanation Often used for the DME Client The DME Web Administration Interface The server based e mail and calendar system that your company runs either Lotus Domino with Lotus Notes as the user front end or Microsoft Exchange with Microsoft Outlook The DME menu is the main menu in the DME interface On some devices you have to select Options to access the menu on some you select More To choose an item or a menu option whether by clicking tapping or choosing in a menu In some cases there is more than one route to selecting an option For instance on some devices you can create an e mail either by selecting Options gt Create gt E mail or by tapping a New e mail icon directly The manual will usually only mention the regular menu route General concepts General concepts The following sections contain information that is good to know before you begin to use DME The issues apply to clients of all or most platforms and deal with the following Time zones Security Synchronization and import Cost saving features Time zones With DME you can always keep your office in your pocket including your office cale
111. security warning first You may observe a second SMS from the DME server in your Messaging Inbox this is the server path which is sent to the device immediately after the SMS or Service Message containing the download link The server path message is deleted by DME as soon as you log in for the first time DME Client User Guide 3 6 2011 Excitor A S Starting the DME client 16 The DME client will usually be set up to launch automatically when you start the device DME contains a number of security features that depend on the client being started Furthermore the client contains a feature that makes it impossible to shut down the client without also shutting down the device For more information see Data security on page 7 If the DME client does not start automatically do the following to start it Starting the DME client 1 Tap Start 2 Tap Programs 3 Open DME Secure E mail 2 Programs e Y pz X il 4 Games ActiveSync Adobe Reader LE _ Gs BRR a E p Audio Bluetooth Calculator Manager Explorer R vj a s Camera Comm DME Secure Manager E mail File Explorer Getting Internet Started Sharing If the client is already running you can switch to the client using the task manager or the Today screen Pocket PC or home screen Smartphone When the DME client is installed it is automatically added to the Today screen so that information about the time of last sync with the server and the number of unread
112. server you can access all your mailbox folders by selecting View gt Folders in the DME menu see Working with folders on page 22 Through the View option you can also access the calendar and your contacts User guide Windows Mobile devices E mail Above the e mail list you can see the total number of e mails in the current folder In the Inbox the number of unread e mails is shown in parentheses The number of unsent e mails in the Outbox if any is shown to the right in all the other mailbox folders after the Outbox symbol t If your company uses the IBM Sametime instant messaging IM application you can choose to view the Sametime status of your Sametime contacts in the mailbox folders see General settings on page 66 If you do this a symbol next to the name of the sender of an e mail in a mailbox indicates his or her Sametime status Away Ina meeting Do not disturb or Available The illustration below shows the main DME mailbox interface y DME Secure E mail Yi 4 X Name of current TS Network push active folder SDME 2 Inbox 9 4 Y epee E TIT No e mails in folder Fw Feedback from POC Total unread 3 Olay Toft Excitor 22 04 09 E aii Currently selected e mail How do you like these Meeting invitation 2 Niels Fange Excitor 21 04 09 Re New product brochure Use the scroll key to navigate through the user interface E mail is marked with high priority
113. set Reset wipe and load all synchronized items from the collaboration system to your device Out of office Manage your out of office agent or rule Change password Change your LDAP AD password to match that on the server Set PIN code Set a PIN code as a temporary double of your LDAP password Cost Control View your Cost Control balance Log Show the client s event log and optionally save it as a file See Tools for more information View About DME Folders Go to the Folders view where you can choose which mailbox folder you want to work in Calendar Go to the internal DME calendar Contacts Go to the internal DME contacts To do Go to the to do list Notes Go to the Notes view Domino only RSS Go to the RSS Feeds list About DME Display version information OS information and license agreement text 79 User guide Windows Mobile devices lf you need further assistance If you have read this guide and still have questions concerning the function and usage of the DME client please contact your DME Help Desk usually the internal IT department Before contacting your DME Help Desk be sure to have information about your DME version etc ready gt Finding helpdesk information about your DME client 1 Open the DME menu 2 Select About DME E DME Secure E mail ar ok gt DME DME Secure E mail Version 3 6 0 Release date 2011 10 20 11 48 Platform PocketPC
114. shows suggestions in a drop down list below the recipient field j y DME Secure E mail Yj 4 lt ok gt DME E mail Bob Rankin Excitor Excitor Chris Barber Excitor Bob Rankin Excitor Local contacts Global Address Book 123 1 2 3 4 5 6 7 8 9 0 Tab ajwje r tjyjujifo pjE 1 CaPla s ajfjoa nf j k t1 5 shift x c v bjn m 7 cul t Send pa Options As you use DME DME builds a history database of e mail recipients This database consists of the 200 most recently used e mail addresses gleaned from your Inbox and Sent mailboxes from participants in meetings where you are a participant or chair and from your local contacts DME uses this information for generating the drop down list dynamically according to the following principles User guide Windows Mobile devices E mail If you press the scroll key in the field without typing anything a list of the five most recently used recipients 1s displayed along with a link to the local contacts and the Global Address Book Ifyou start typing DME will match the typed characters with the names and e mail addresses in the history database For instance typing a c will match the following entries in the database Chris Rea lt chris rea music com gt Hooray Carlton lt hooray Ofreude de gt Melanie C lt melc spice com gt but not Martin Olsson lt mols corp com gt even though both corp and com begin with a only the name part
115. t which client initiated pull should end if this is enabled Use the local time format for instance hh mm ss or hh mm ss am pm Example 17 30 or 05 30 pm Run on weekends If you select Yes client initiated pull will continue to run over the weekend If you select No client initiated pull will not run on weekends 73 DME Client User Guide 3 6 2011 Excitor A S Contacts sync settings To do settings 74 Contacts sync If you select Enabled On contact synchronization is enabled and your list of contacts on the device will be kept in sync with your personal address book on the collaboration system If you select Disabled Off contacts are never synchronized Device Address Book Contacts With the settings in these fields you can choose how DME should interact with the native address book on your device the Contacts application DME contains an internal address book the DME Address Book You can choose to keep your business contacts in the DME Address Book and your private contacts in the native Contacts application for reasons of security work life balance or both The degree of interaction can be chosen at three levels Copy all fields Open Contacts from DME are shown in the native Contacts application and the two address books are kept synchronized insofar as the native contacts application supports the DME address book fields Note that when you select this option DME will start exporting contacts to the C
116. tap the to expand a site or use the right navigation key If your organization only uses one site the list of rooms or resources 1s shown directly Scroll up and down in the list of rooms or resources and mark the rooms or resources you want to add Note that if the people capacity of the room is entered in the collaboration system it is shown in the list j DME Secure E mail Y 4 ok SDME m Rooms Spotorno All _ Nokia 10 C SonyEricsson 6 C Motorola 8 C Panasonic 12 Samsung 10 L HTC 4 TestSite E Cancel Select OK The selected rooms or resources are entered into the field in question Checking free time When participants rooms and resources have been added you can check if they are available within the specified time frame This can be done from any of the tabs 53 DME Client User Guide 3 6 2011 Excitor A S Contacts DME contains an internal address book for your contacts the DME Address Book The DME Address Book reflects your personal address book on the collaboration system The two address books are kept synchronized with each other if the setting Contacts sync is enabled see Contacts sync settings on page 74 54 gt Checking free time 1 Open the DME menu and select Check free time After DME has checked on the server you will see a message indicating whether all participants and resources are available or unavailable within the selected tim
117. ted from the device Please note that the SmartLink functionality is an add on to DME and special documentation concerning how to set up this feature is available Attachments When you receive an e mail with an attachment you will see an attachment icon in the mailbox Graphics that have been embedded into an e mail may be shown as attachments on the client This requires DME server version 2 0 and above and that you run Domino as your collaboration system 27 DME Client User Guide 3 6 2011 Excitor A S 28 gt Opening an attachment 1 Open the e mail 2 Select Attachments in the DME menu A list of the attachments to the e mail is displayed j y DME Secure E mail Yj 4 ok apple iphone3g jpg 7Kb jpg Close Es Actions 3 Select the attachment 4 Select Yes to download and open the attachment DME connects to the server 5 Select Yes to allow the attachment to be decrypted to disk The attachment file is stored in a temporary folder on the device disk which is outside the secure DME area It is deleted from the temporary folder again when you log out of DME If DME cannot delete the attachment immediately when you log out for instance if it is still open in the application it will keep trying at regular intervals To save transmission time and space on the device attachments are not stored on the device unless you specifically choose to download them In the attachment list the icon shows if the atta
118. text is copied to the clipboard a new contact is created in your Local contacts and the text is pasted to an appropriate field If the number or e mail address already exists DME will ask if you want to update the existing contact Edit contact DME tries to find the contact in your Local contacts with the highlighted phone number or e mail address If found DME opens it allowing you to edit the contact If not found DME lets you search for a contact Send e mail to contact If the highlighted field is an e mail address this option will create a new e mail for the address If the field is a phone number this option will look up contacts with the number in question and present the e mail address es of the found contact allowing you to create an e mail for the selected address When a web address is highlighted you can select Open Web address in the menu to open the link in the built in browser User guide Windows Mobile devices E mail SmartLinks SmartLinks are links in the body text of e mails which are handled in a special way by the DME client and the DME server SmartLinks may for instance link to Word documents PDF files or other binary files that are only available on say the corporate intranet Such files are not usually available from outside the corporate network without using a VPN connection However when you select the SmartLink the DME client is able to download the file as if it were an attachment in the e
119. the fields in the DME Address Book mentioned above are special in that they function as a sort of alias for up to three distinct fields An example of this is the field Mobile When you enter a number into the Mobile field and synchronize then how can DME know if the number should be placed in the Cell phone Mobile or Mobile 2 in Lotus Notes or in Business Mobile Home Mobile or Other Mobile in MS 58 Outlook There is no issue if you enter values in the specific mobile number fields Mobile home and Mobile business These fields are directly supported by the collaboration system The issue only exists if you use the generic Mobile field When this field Mobile is updated on the device and you choose to synchronize contacts DME considers the following work home scheme Note that each row in the table below lists all completed fields related to mobile phone numbers This field in the DME this field in Notes or Address Book maps to Outlook Mobile gt Work mobile Mobile gt Home mobile Mobile business Work mobile To dos User guide Windows Mobile devices To dos Mobile gt Work mobile Mobile home Home mobile Mobile gt Other mobile Mobile business Work mobile Mobile home Home mobile Note If you are using Lotus Notes the last row in the table only applies if you are running Domino 8 and above If you are running Domino 7 the value in the Mobile field is stored in a hidden field in DME as Domino 7
120. tlook or Lotus Notes Recurring meetings created on the device are sent to the server as a true series or recurring meetings not as individual events If you create a recurring meeting on the device without an end date the DME server will add an end date automatically The end date will be five years in the future Booking meetings 50 You can book meetings in your corporate calendar from the DME client You can invite people to attend the meeting and you can reserve rooms and resources This basically works the same way as booking meetings in your collaboration system Creating a new meeting 1 There are several ways to start the creation of a new meeting From the Desktop or a mailbox Select Create gt Meeting in the DME menu From the Calendar Select Create meeting in the DME menu or tap the Add plus icon not all platforms From the Desktop select the New meeting icon ra Or press the shortcut you have defined for New meeting from anywhere in DME not all platforms Enter meeting details see Entering meeting details on page 51 Add participants see Adding participants on page 52 Enter a location and book resources see Location and resources 0O bb N Check to see if the calendars of all participants are free at the proposed time see Checking free time on page 53 6 Add attachments see Sending attachments 7 From the DME menu select Save and send if participants or resources have been invited or S
121. to Open mode all calendar items and contacts that existed on the device before you installed DME are deleted before they are imported from your collaboration system mailbox If you have calendar items and contacts that do not exist in your collaboration system also and you want to keep these you must synchronize them with another system first If the DME administrator selected Merge as initial import action and your calendar and or contacts are set to Open mode DME will send all your calendar items and contacts to the server DME will then add those calendar items and contacts that do not already exist on the collaboration system to your collaboration system calendar and address book DME runs an extensive duplicate control to weed out duplicates This is not too hard to do for calendar entries but requires careful analysis and thus time for contacts If your calendar and or contacts are set to Secure mode DME will not touch your local calendar or contacts regardless of the Action to perform on client upon initial import setting The import or reset only affects the stuff that DME is actually handling If you enable the synchronization of another resource after the initial synchronization for instance Contacts then the initial synchronization of this resource will actually be an import This Reset function corresponds to an initial synchronization If you think that any of the resources on your phone are out of sync you can reset the
122. ts by restricting the phone numbers a user is able to call This is called the DME Cost Control On the DME server the DME administrator can set up rules that control your use of the phone in four areas ordinary phone calls SMS texting MMS and data traffic These rules can be set up differently depending on whether the phone is currently roaming you are traveling and therefore using a different phone network The prices assigned to each call SMS etc are set up on the server as a subscription Each device uses one subscription The rules set up by the administrator are tied to the phone s SIM card not the phone as such The control system set up by DME administrator works in two ways through a list of allowed phone numbers the inclusion list or restricted phone numbers the exclusion list and through a credit balance Inclusion and exclusion lists In the inclusion list the DME administrator defines a set of numbers that you may call at all times This could be the number for your company office your manager etc In the exclusion list the DME administrator defines a set of numbers that must never be called This could be numbers with foreign country codes premium service numbers or similar If you dial a number which is included in the exclusion list and not in the inclusion list DME will show a warning that you are attempting to dial a restricted number Depending on how the DME administrator has set up the Call
123. vious example Multiple contacts in the local address book are registered with the selected e mail address DME shows a list of the names of the contacts having the e mail address in question Scroll to select a name which is then dialed immediately if only one number is registered for that contact otherwise a list of the phone numbers of the contact in question is shown User guide Windows Mobile devices E mail The selected e mail address is not found in your local address book DME asks for permission to search the the Global Address Book If you accept this the search screen is opened and the selected e mail address is inserted in the E mail field You can now search for the e mail address in the Global Address Book When you receive the search result press the green call button on any of the found persons to place a call to that person The default number feature see above applies to Global Address Book searches as well See Global Address Book on page 39 Other e mail options Apart from the options concerning attachments and e mail details mentioned above you can open the DME menu for more options Quick reply Reply Reply to All Create a reply to the e mail see Replying to e mails on page 35 Move to folder If folder synchronization is enabled you can use this option to open the folder selection view see Navigating the folder tree on page 22 Pick a folder and select OK to move the current e mail to the fold
124. will update the spreadsheet on the DME server if file sync is enabled General concepts Synchronization overview Conflicts In some cases a conflict may arise For instance if a meeting has been moved to another time on both the collaboration system and the mobile device DME will resolve the conflict by moving the meeting to the time indicated in the DME client and a message will be sent to you with information about this fact Also during the initial synchronization of the client or during a subsequent reset duplicate contacts or calendar items may occur In this case the duplicate entries will be created and an e mail listing the duplicate entries will be sent to you using DME 3 6 Synchronization methods The DME client can be synchronized in four ways 1 Server initiated sync Push Whenever someone sends you an e mail a meeting invitation or similar it is received by the collaboration system The DME server constantly checks for such updates in the collaboration system and sends a notification by network push Apple Push or as an SMS a text message to the mobile device on which your DME client is installed The notification is picked up read and in the case of SMS push deleted by the DME client and a sync is initiated to make the device reflect the change in the collaboration system The DME client will optionally notify you with a sound whenever a new e mail has arrived in this way Push sync is enabled and sc
125. will then show a message that the PIN code has been disabled Outof office With DME you can create edit enable and disable your Out of Office OOF Out of Office Functionality message When you synchronize the information added here will update the Lotus Notes agent or Microsoft Outlook rule in the collaboration system This way you can for instance enable your OOF agent from your phone 1f you forgot to do so during the last hectic hours at the office before your vacation To configure your OOF rule select Tools gt Out of office DME connects to the server to read the current OOF settings from the collaboration system Enabled Select this field to enable the Out of Office agent rule deselect the field to disable the agent rule 65 DME Client User Guide 3 6 2011 Excitor A S Settings Start In this field you can choose a date and time at which the OOF agent rule should become active if enabled End In this field you can choose a date and time at which the OOF agent rule should become inactive again Description In this field you can enter or edit the text which will be used in the automatic response to people who write to you while the OOF agent rule is enabled When you are done select Change or Update depending on device to synchronize the agent or rule with the collaboration system There are a few things you should be aware of in the way the OOF agent is handled by Lotus Notes and MS Outlook B
126. y be disabled by the DME administrator for security reasons gt Substituting password for PIN code 1 Log in to the DME client using your regular collaboration system password 2 Select Tools gt Set PIN code in the DME menu If you cannot find this option it is because the DME administrator has disabled it User guide Windows Mobile devices Tools 3 A screen with three fields is shown DME Secure E ma er Yj t ok gt DME ange pass Password New PIN code Confirm new PIN code OK E Enter your regular password in the top field Password a PIN code of your own choice in the middle field New PIN code and repeat your PIN code in the bottom field Confirm new PIN code to make sure you entered it correctly The DME administrator has set a minimum length of the PIN code between 4 and 10 letters and numbers 4 Press OK to complete the PIN code definition Now when you want to log in you have a choice of entering your regular password or your PIN code in the Login screen where the Password field is now called Password PIN code j DME Secure E ma 7 Yj 4 lt X gt DME LOI Ge sao Password PIN code Last connected 14 12 New e mails 0 Outbox 0 Login E The name of the password entry field in the Login screen will change back to Password when your PIN code expires To reset your PIN code enter your password in the Set PIN code screen but leave the PIN code field blank Selecting OK

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