iphone in Business How-To Setup Guide for Users iphone is ready for business. It supports Microsoft Exchange ActiveSync, as well as standards-based services, delivering email, calendars, and contacts over the air. And it gives mobile users secure access to corporate resources through support for established VPN protocols and WPA2 Enterprise networks. This guide provides step-by-step instructions for setting up access to these services on iphone. Using this Guide This guide can be used to create customized materials that support the deployment of iphone within your company. It s organized by chapter and can be tailored to suit the needs of your users or the specific technologies you support. In addition, custom entry fields are provided so that you can insert your company s server and account settings in each step. A notes area at the bottom of each page is available to help guide your users along the way. When customized, this guide serves as a quick reference for users who are setting up access to corporate services on iphone for the first time. It can be delivered to them in print or PDF format, or it can be hosted on your company s internal support website. August 2010 1
Contents Chapter 1 itunes 4 Activation and backup Chapter 2 Microsoft Exchange ActiveSync Setup 6 Go to the Microsoft Exchange setup screen Enter Exchange ActiveSync account and server information Synchronize with Microsoft Exchange Configure additional settings Chapter 3 Virtual Private Network (VPN) Setup 11 Go to the network setup screen Add a new L2TP VPN setup Add a new PPTP VPN setup Add a new Cisco IPSec VPN setup Connecting and disconnecting from VPN Chapter 4 Wireless Network (Wi-Fi) Setup 20 Go to the Wi-Fi settings screen Join a Wi-Fi network Join a closed Wi-Fi network Configure additional settings Chapter 5 Standards-Based Services (IMAP, LDAP, CalDAV, CardDAV) 25 Go to the mail account settings Add a new IMAP mail setup Add a new LDAP directory setup Add a new CalDAV calendar setup Add a new CardDAV setup 2
Contents (continued) Chapter 6 Configuration Profile and Certificate Installation 38 Install a configuration profile or certificate Remove configuration profiles and certificates Chapter 7 Device Security 41 Set Passcode Lock Enter a strong passcode Set up passcode requirements Erase data Resources 46 3
itunes itunes plays an important role in the deployment of iphone. A few key functions require itunes, including device activation, installing software updates, and creating a backup for restoring or transferring user information. 4
Activation and backup Activation Before you can make and receive calls, send text messages, or connect to the cellular network, you must first activate your line of service with your wireless carrier. Additionally, iphone must be connected to itunes via USB to activate the device. Simply connect an iphone to a Mac or PC running itunes, and within seconds, iphone is activated and ready for use. Backup Using itunes to back up iphone settings is important if you need to restore a device. When iphone is synced with itunes, device settings are automatically backed up to the computer. Applications purchased from the App Store are copied to the itunes Library. Once iphone has been configured to sync with a particular computer, itunes automatically makes a backup of the iphone on that computer when synced. itunes won t automatically back up an iphone that isn t configured to sync with that computer. itunes Activation 5
Microsoft Exchange ActiveSync Setup With support for Microsoft Exchange ActiveSync on iphone, you can wirelessly push company email, calendar events, and contacts from Microsoft Exchange Server 2003, 2007, and 2010 to iphone. To set up iphone to access your Exchange server, follow the steps in this chapter. 6
Go to the Microsoft Exchange setup screen On the Home screen, tap Settings. Tap Mail, Contacts, Calendars. Tap Add Account. Tap Microsoft Exchange. Microsoft Exchange ActiveSync Setup 7
Enter Exchange ActiveSync account and server information Enter your Email, Domain, Username, Password, and Description. The description field is automatically populated with your email address, but can be modified to include any description you d like, for example, My Corporate Email. Tap Next when you re done. If Autodiscover is enabled, you can proceed without entering additional server information. If Autodiscover is not enabled, enter your server information in the Server field and tap Next to complete the setup. Microsoft Exchange ActiveSync Setup 8
Synchronize with Microsoft Exchange When the setup is complete, iphone displays a list of data types to sync with Exchange. Choose from the list and tap Save to initiate the first sync. If your company enforces a passcode policy, you ll be prompted to establish a device passcode. Enter the passcode and verify it a second time, then tap Next. You are now configured to access your corporate email, calendar, and contacts. Proceed to the next step to configure additional options. Microsoft Exchange ActiveSync Setup 9
Configure additional settings Once your account is set up, you can configure additional settings and display options. Scroll down for a complete list of options. Tap your account in the Account list to set account synchronization options, such as the number of days to keep mail on your device, or which folders in your Exchange account you d like to receive push updates for. To configure push behavior go back to Mail, Contacts, Calendars, and then tap Fetch New Data. From here, you can turn push services on or off and set how frequently data is fetched from the Exchange server when push is disabled. Microsoft Exchange ActiveSync Setup 10
Virtual Private Network (VPN) Setup With support for virtual private networks (VPNs) on iphone, you can access private information securely over a non private network. You may need a VPN, for example, to visit internal websites hosted on your corporate intranet. iphone can connect to your company s VPN using Cisco IPSec, SSL VPN, L2TP, or PPTP. VPN on iphone works over both Wi-Fi and cellular data network connections, and users can authenticate via password, two-factor token, or digital certificate. To set up iphone to access your VPN, follow the steps in this chapter. 11
Go to the network setup screen On the Home screen, tap Settings. Tap General. Tap Network. Scroll down. Tap VPN. Then tap Add VPN Configuration to get started. Virtual Private Network (VPN) Setup 12
Add a new L2TP VPN setup Make sure L2TP is selected before proceeding. Description: Enter a description that identifies this VPN configuration, for example, My VPN. Server: Enter the DNS name or IP address of the VPN server you re connecting to. Account: Enter your user name. Password: Enter the password or PIN of your VPN login account. Leave the Password field blank for RSA SecurID and CRYPTO- Card authentication or if you re required to enter the password manually with every connection attempt. Virtual Private Network (VPN) Setup 13
Add a new L2TP VPN setup (continued) RSA SecurID: Turn on this option if you re using a RSA SecurID token. Once enabled, the password field is hidden. Secret: Enter the group s shared secret. Send All Traffic: Turn off this option to enable split tunneling. Proxy: If applicable, enter the information for your proxy server or the location of your proxy auto-configuration file. Tap Save once you ve entered all your information and settings. Virtual Private Network (VPN) Setup 14
Add a new PPTP VPN setup Make sure PPTP is selected before proceeding. Description: Enter a description that identifies this VPN configuration, for example, My VPN. Server: Enter the DNS name or IP address of the VPN server you re connecting to. Account: Enter your user name. Password: Enter the password or PIN of your VPN login account. Leave the Password field blank for RSA SecurID and CRYPTO- Card authentication or if you re required to enter the password manually with every connection attempt. Virtual Private Network (VPN) Setup 15
Add a new PPTP VPN setup (continued) RSA SecurID: Turn on this option if you re using a RSA SecurID token. Once enabled, the password field is hidden. Encryption Level: Choose the encryption level for your network. Auto is the default, which selects the highest encryption level available. Send All Traffic: Turn off this option to enable split tunneling. Proxy: If applicable, enter the information for your proxy server or the location of your proxy auto-configuration file. Tap Save once you ve entered all your information and settings. Virtual Private Network (VPN) Setup 16
Add a new Cisco IPSec VPN setup Make sure IPSec is selected before proceeding. Description: Enter a description that identifies this VPN configuration, for example, My VPN. Server: Enter the server name or IP address of the VPN server you re connecting to. Account: Enter your user name. Password: Enter the password or PIN of your VPN account. Leave the Password field blank for RSA SecurID and CRYPTOCard authentication or if you re required to enter the password manually with every connection attempt. Virtual Private Network (VPN) Setup 17
Add a new Cisco IPSec VPN setup (continued) Use Certificate: Turn on this option if your VPN uses a certificate for authentication. When Use Certificate is on, the Group Name and Secret fields are replaced with a certificate menu that lets you choose from a list of installed identities. Group Name: Enter the name of the group as defined on the VPN server. Secret: Enter the group s shared secret. Tap Save once you ve entered all your information and settings. Proxy: If applicable, enter the information for your proxy server or the location of your proxy auto-configuration file. Tap Save once you ve entered all your information and settings. Virtual Private Network (VPN) Setup 18
Connecting and disconnecting from VPN Now that you have configured your iphone for VPN, the VPN switch at the top of the VPN Configurations list can be used to turn VPN on or off. Status shows network connection and disconnection as well as the time connected while active. Virtual Private Network (VPN) Setup 19
Wireless Network (Wi-Fi) Setup iphone can use local Wi-Fi networks to connect to the Internet. If no Wi-Fi networks are available or if you ve turned off Wi-Fi, iphone connects to the Internet via your cellular data network, when available. iphone also supports WPA2 Enterprise with 802.1X authentication the standard for enterprise Wi-Fi network protection. These features help provide safe access to company information on iphone. For quick setup of iphone for WPA2 Enterprise, security and authentication settings can be configured using configuration profiles. For more information, see Chapter 5, Configuration Profile and Certificate Installation. To set up iphone for Wi-Fi access, follow the steps in this chapter. 20
Go to the Wi-Fi settings screen On the Home screen, tap Settings. Tap Wi-Fi. Make sure Wi-Fi is on. Wireless Network (Wi-Fi) Setup 21
Join a Wi-Fi network If necessary, enter a password and tap Join. Your iphone is now connected to a Wi-Fi network. The Wi-Fi icon in the status bar at the top of the screen shows signal strength. Once you ve joined a network manually, iphone automatically joins it whenever the network is in range. If more than one previously used network is in range, iphone joins the most recently used network. Wireless Network (Wi-Fi) Setup 22
Join a closed Wi-Fi network To join a closed Wi-Fi network (one not shown in the list of scanned networks), choose Wi-Fi > Other. Enter the name of the closed network. If the network requires a password, tap Security. Tap the type of security the network uses. Navigate back to Other Network. Enter your Username and Password. You must already know the network name, password, and security type to connect to a closed Wi-Fi network. Wireless Network (Wi-Fi) Setup 23
Configure additional settings To forget a network you ve joined previously so that iphone doesn t join it automatically, choose Wi-Fi and tap the blue advance arrow next to that network. Tap Forget this Network. Tap Forget Network to confirm. You can also set iphone to ask if you want to join new networks that are within range. Choose Wi-Fi and turn on or off Ask to Join Networks. If Ask to Join Networks is turned off, you must manually join a network to connect to the Internet when a previously used or cellular data network isn t available. Wireless Network (Wi-Fi) Setup 24
Standards-Based Services (IMAP, LDAP, CalDAV, CardDAV) iphone supports standards-based servers for mail, calendar, and contacts integration. You can sync with IMAP mail servers and search the mail server from your iphone. You can also get access to common CalDAVcompliant calendar servers like ical Server, Oracle Beehive, Kerio, and Zimbra. CardDAV calendaring and CardDAV contacts protocols are supported on iphone. You can also find colleagues fast by searching LDAP servers from either the Mail or Contacts app on your iphone. To set up iphone to access any of the above standards-based services, follow the steps in this chapter. 25
Go to the Mail, Calendar, Contacts account settings On the Home screen, tap Settings. Tap Mail, Contacts, Calendars. Tap Add Account. Tap Other. Standards-Based Services 26
IMAP Mail Setup: Enter account and server information Select the service you want to configure from the list of options. To set up an IMAP account, tap Add Mail Account. Name: Enter your full name, for example, John Appleseed. Address: Enter your email address. IMAP Mail Setup 27
IMAP Mail Setup: Enter account and server information (continued) Password: Enter your password. Description: Enter a description for your account. This field is automatically populated with your email address but can be modified to include any description you d like, for example, My Corporate Email. Tap Next to advance. IMAP Mail Setup 28
IMAP Mail Setup: Configure incoming server information Make sure IMAP is selected before proceeding. Host Name: Enter your primary mail server, typically in the format mail.company.com. User Name: Enter your email user name, typically the part of your address that precedes @company.com. Password: Enter the password to access your email account. IMAP Mail Setup 29
IMAP Mail Setup: Configure outgoing server information Host Name: Enter your primary outbound SMTP server, typically in the format smtp.company.com. User Name: Enter your email user name, typically the part of your address that precedes @company.com. Password: Enter the password to authenticate your account for sending email. This typically matches your password for incoming email. Tap Save to complete the setup. IMAP Mail Setup 30
IMAP Mail Setup: Configure additional settings Once the account is validated, the IMAP services screen is displayed. Select the services you want to be active by turning them ON or OFF. Tap Save. You ll now see the active accounts listing screen. Tap the account you just set up. Tap Account Info. Scroll to the bottom of the screen and tap Advanced. On the Advanced Settings screen, you can specify which server-side folders are used to store your email messages, how long to keep email stored on your iphone before it s deleted, or define preferences for authentication and SSL. Important: Mail on iphone automatically detects the server s settings, including requirements for SSL, so check with your administrator before adjusting any of these settings. IMAP Mail Setup 31
LDAP Directory Setup: Enter account and server information To set up a new service, navigate back to the Mail, Contacts, and Calendar settings menu and select Add Account. From the menu, select Other to configure standards-based services. To set up an LDAP directory account, select Add LDAP Account. Enter your Server address and User Name and Password if required. The Description field is automatically populated with your LDAP server information but can be modified to include any description you d like, for example, My LDAP Directory. Tap Next when you re done. If your company directory does not use SSL* you will be prompted with a message stating that iphone cannot connect using SSL. Tap Continue to proceed with setup. *SSL is a protocol used to encrypt data in transit. Before proceeding you should always verify that you are connecting to corporate services with the correct level of security for your organization. LDAP Directory Setup 32
LDAP Directory Setup: Enter account and server information (continued) When the LDAP setup has been verified, most likely you ll need to enter LDAP search settings to your configuration. Tap Add Search Settings. Within Search Settings, add your company settings for Base, Description, and Scope. The default search scope is Subtree. Once you ve entered your search settings, tap Save to complete the setup. You are now configured to access your company s LDAP corporate directory. You can search the directory within the contacts application or auto-address outbound email messages. LDAP Directory Setup 33
CalDAV Calendar Setup: Enter account and server information To set up a new service, navigate back to the Mail, Contacts, and Calendar settings menu and select Add Account. From the menu, select Other to configure standards-based services. To set up a CalDAV account, select Add CalDAV Account. Enter your Server address, User Name, and Password. The Description field is automatically populated with your CalDAV server information but can be modified to include any description you d like, for example, My CalDAV Calendar. Tap Next when you re done. If your calendar server does not use SSL* you will be prompted with a message stating that iphone cannot connect using SSL. Tap Continue to proceed with setup. *SSL is a protocol used to encrypt data in transit. Before proceeding you should always verify that you are connecting to corporate services with the correct level of security for your organization. CalDAV Calendar Setup 34
CalDAV Calendar Setup: Enter account and server information (continued) Once the account is verified, setup is complete. You now have access to your corporate CalDAV calendar on iphone. To configure non-standard port settings, or to enable or disable SSL, tap Advanced Settings. On the Advanced Settings screen, you can specify port configurations or account URLs for your CalDAV server. Check with your administrator before adjusting any of these settings. CalDAV Calendar Setup 35
CardDAV Setup: Enter account and server information To set up a new service, navigate back to the Mail, Contacts, and Calendar settings menu and select Add Account. From the menu, select Other to configure standards-based services. To set up a CardDAV account, select Add CardDAV Account. Enter your Server address, User Name, and Password. The Description field is automatically populated with your CardDAV server information but can be modified to include any description you d like, for example, My CardDAV Calendar. Tap Next when you re done. If your contacts server does not use SSL* you will be prompted with a message stating that iphone cannot connect using SSL. Tap Continue to proceed with setup. *SSL is a protocol used to encrypt data in transit. Before proceeding you should always verify that you are connecting to corporate services with the correct level of security for your organization. CardDAV Setup 36
CardDAV Setup: Enter account and server information (continued) Once the account is verified, setup is complete. You now have access to your corporate CardDAV calendar on iphone. To configure non-standard port settings, or to enable or disable SSL, tap Advanced Settings. On the Advanced Settings screen, you can specify port configurations or account URLs for your CardDAV server. Check with your administrator before adjusting any of these settings. CardDAV Setup 37
Configuration Profile and Certificate Installation In an enterprise environment, you can set up accounts and other items on your iphone by installing a configuration profile. Configuration profiles allow system administrators to quickly set up your iphone to work with the information systems at your company, school, or organization. For example, a configuration profile might set up your iphone to access your Microsoft Exchange servers at work. Configuration profiles can also contain certificates for secure access to your company s network and information. Both root and identity certificates can be installed independently of a configuration profile, using the same basic installation process. To install a configuration profile or certificate on your iphone, follow the steps in this chapter. 38
Install a configuration profile or certificate Using iphone, open the email provided by your administrator. Tap the profile or certificate to open it. Alternatively, you can download the configuration profile or certificate from the website provided by your administrator. Tap the profile or certificate to open it. When the configuration profile or certificate opens, verify that you ve received it from a trusted source. If it s unsigned, a red unsigned badge will be displayed next to the install button. Check with your system administrator before proceeding with installation. During installation, you may be asked to enter your Exchange account password and other information required by the services included in your configuration profile. Once you ve verified the profile is from a trusted source, tap Install. Configuration Profile and Certificate Installation 39
Remove configuration profiles and certificates The profile or certificate is now installed on your device. Any services included in your profile are now configured. Your configuration profile or certificate is also listed in Settings > General > Profile. Settings provided by a configuration profile can t be altered. To change these settings, install an updated configuration profile provided by your administrator. Important: Removing a configuration profile removes policies and all the email or Exchange account data stored on the device, as well as VPN settings, certificates, and other information associated with the profile. Configuration Profile and Certificate Installation 40
Device Security The security features and capabilities built into iphone provide a secure mobile computing platform for business. In this section, you ll learn ways to harden the device using passcodes to help prevent unauthorized access. A device passcode is the first line of defense and prevents unauthorized users from accessing data stored on iphone or otherwise gaining access to the device. iphone allows you to select from an extensive set of passcode requirements to meet your security needs, including timeout periods, passcode strength (complexity), and how often the passcode must be changed. 41
Set Passcode Lock From the Home screen, tap Settings. From the Settings screen, tap General. From the General screen, tap Passcode Lock. On the Passcode Lock screen, turn Simple Passcode choice to OFF. At the top of the screen, tap Turn Passcode On. Note: A simple passcode is a 4-digit number. For heightened security, use a strong passcode containing a combination of letters and numbers. Device Security 42
Enter a strong passcode Enter a strong passcode using any number of alphanumeric characters. Tap Next when you are done. Reenter your your passcode, then tap Done. Device Security 43
Set up passcode requirements On the Passcode Lock screen, tap Require Passcode. For the strongest security, select Immediately, as shorter times are more secure. Tap Passcode Lock, then tap General on the Passcode Lock screen. On the General screen, tap Auto-Lock. On the Auto-Lock screen, for the strongest security, select 1 minute. Device Security 44
Erase data using local wipe On the Passcode Lock screen, turn Erase Data on. When Passcode Lock is on, all data on your iphone will erase after 10 failed passcode attempts as an additional security measure. Device Security 45
Resources AppleCare Protection Plan for iphone. iphone comes with 90 days of complimentary technical support and a year of hardware repair coverage through its limited warranty. The AppleCare Protection Plan for iphone extends that coverage to two years from the original iphone purchase date. End users can contact Apple the people who know iphone best for technical support and convenient repair options. Technical support includes ios, Apple-branded iphone applications, such as itunes, Safari, Calendar, Mail, and Remote, and connecting to wireless networks. www.apple.com/support/products/iphone.html AppleCare Help Desk Support. Access the backup expertise your frontline technology staff requires when deploying iphone and ios in your organization. You ll get priority access to Apple s senior technical support staff for help with ios, iphone and ipad hardware, and Apple-branded applications, including iphone Configuration Utility. www.apple.com/support/products/enterprise/help.html AppleCare OS Support Plan. Get the IT department level support you need when deploying iphone and ios in your organization. Covers phone and email support for advanced integration and migration issues. There are three plans to choose from, and all include the benefits of AppleCare Help Desk Support. Additional features may include one-hour response times 24 hours a day, an onsite visit by an Apple technical support engineer, and a technical account manager assigned to your organization. www.apple.com/support/products/enterprise/server.html iphone Direct Service Program. The iphone Direct Service Program provides access to Apple s online Global Service Exchange system, enabling organizations to save time by directly ordering a replacement iphone or in-box accessory. Check with your Apple Account Executive to find out if you qualify. www.apple.com/support/programs/ids 46
Resources Here are some helpful links to more information about iphone in Business on Apple.com. iphone general support. Download the iphone User Guide (revised with each software update), a great resource for getting started with iphone, complete with support articles and videos. Also see the iphone Troubleshooting Assistant, which will help you resolve common iphone issues and create FAQs for your users. www.apple.com/support/iphone iphone enterprise support. Download the Enterprise Deployment Guide and learn how to integrate iphone with your enterprise systems. Get the iphone Configuration Utility and view enterprise-related support topics and Knowledge Base articles. www.apple.com/support/iphone/enterprise iphone in Business information. Find more information about iphone in Business, including business features, integration and deployment, business apps from the App Store, and customer profiles. www.apple.com/iphone/business Business apps from the App Store. There are thousands of applications on the App Store that are changing the way people work. From individual productivity apps that help you get organized to apps that help you travel smarter and enterprise-class apps that offer mobile access to core business data, there are unlimited possibilities for business users. Find out more about business apps on the App Store. www.apple.com/iphone/business/apps iphone Developer Enterprise Program: In-house application development. Mobilize your enterprise with custom apps on iphone. Join the iphone Developer Enterprise Program and get access to a wealth of technical resources and information on developing innovative applications for iphone. Learn more about the developer program on the Apple Developer Connection website. http://developer.apple.com/programs/iphone/enterprise/ 47
2010 Apple Inc. All rights reserved. Apple, the Apple logo, and ipod are trademarks of Apple Inc., registered in the U.S. and other countries. iphone is a trademark of Apple Inc. Other company and product names mentioned herein may be trademarks of their respective companies. Mention of third-party products is for informational purposes only and constitutes neither an endorsement nor a recommendation. Apple assumes no responsibility with regard to the performance or use of these products. August 2010