Wireless Sync Quick Start Guide for Treo 700p Welcome to the Wireless Sync service from Verizon Wireless. This guide will walk you through the steps necessary to set up your Treo 700p. This Quick Start Guide will help you: Create your Wireless Sync account Identify your email source Select your device Install software Synchronize your device Next Steps Create your Wireless Sync account Follow the instructions in this section to set up your Wireless Sync account. 1. Open Internet Explorer on your PC. 2. Go to http://www.wirelesssync.vzw.com to access the Wireless Sync server login page. 3. Click the Sign Up Now! button to create a new account - or - Logon with an existing Verizon Wireless VText account Mobile Number and Password Verizon Wireless 1
4. You will be presented with the 3 Easy Steps to setup Wireless Sync. Read through the 3 Easy Steps and then click the Setup Wireless Sync Now link. 5. If you will use Microsoft Exchange, Lotus Domino or Outlook as your email source, click on the link for your chosen platform to open the Quick Start Guide for setting up the desktop software required to support those environments. 6. Click the Next button to proceed with the setup. Verizon Wireless 2
7. If you used the Sign Up Now button to start the setup process, you will be prompted to create a permanent password by following the instructions in step 1a. Wireless Sync Account Setup. 8. Read the agreement in step 1b. Terms and Conditions and click Agree. 9. Complete all required fields on step 1c. Account Information and click Next. Ensure the checkbox for I ve verified that the above time zone is correct has been checked before clicking Next to proceed with the setup. Verizon Wireless 3
Identify your email source Read the descriptions for two options available on step 2. Identify Your Email Source page. Select the option that applies best to you and follow the detailed instructions below for that option. Go to Page 4 Go to Page 6 Corporate email Microsoft Exchange or Lotus Domino/Notes 1. Select the Corporate email Microsoft Exchange or Lotus Domino/Notes option and click Next. 2. There are two options available on step 2a. Corporate Email Source Setup. Verizon Wireless 4
a. Install the PC Monitor software on this PC now i. Choose this first option to install the PC Monitor software on the PC where you are currently logged in. ii. Click Next to review the PC Monitor System Requirements. iii. It is recommended that you review the Quick Start Guide for your corporate email platform before you proceed with the PC Monitor installation. iv. To continue setup, click Next and skip to Page 8, Select Your Device. The PC Monitor software will be installed on your PC at the end of the setup process. b. Do not install the PC Monitor software on this PC now i. Choose this if you would like to install the PC Monitor at a later time or if you have another PC Monitor available to you. NOTE: The PC Monitor software can be installed at a later time by logging into the user account and selecting the appropriate link from the Account Setup page. ii. Skip to Page 8, Select Your Device. Verizon Wireless 5
Internet /POP3 / IMAP Email 1. Select the Internet / POP3 /IMAP Email option and click Next. 2. There are two options available on step 2a. Internet Email Source. a. Retrieve My Email for Me i. Choose this option if you would like to have the Wireless Sync server collect email from your POP or IMAP server for you. ii. Enter in the email address and the password for your Internet email account and click Next to continue. NOTES: (1) The Wireless Sync server will attempt to automatically configure your account settings. If the server is unable to configure your account settings you will be prompted and required to manually configure the Internet Mail Connection Settings for your Internet email source in the Advanced Setup Options. (2) Hotmail and MSN are not supported by Wireless Sync. (3) POP email sources that require SSL access are not supported in this configuration. It is recommended to the option Use Outlook to Retrieve My Email described in the next section if your POP email source requires SSL access. iii. Skip to Page 8, Select Your Device. Verizon Wireless 6
b. Use Outlook to Retrieve My Email i. Choose this option to install the PC Monitor for Outlook software on the PC where you are currently logged in. ii. Click Next to review the PC Monitor for Outlook System Requirements. It is recommended that you review the Quick Start Guide before you install. iii. Click Next and skip to Page 8, Select Your Device. The software will be installed on your PC at the end of the setup process. Verizon Wireless 7
Select your device After you have identified your email source, you will be prompted to select your device. 1. Select the I use a Treo 700p option. NOTES: You have the option of installing Trip and Appointment Plus Extensions for Microsoft Outlook. Click the link on the page to learn more about this option. It is possible to continue without installing a device. Click the More Info link to learn about this option. 2. Click Next to continue and install the Wireless Sync software. Verizon Wireless 8
Install software You will be prompted to install the software based on the options selected during the setup process. 1. The Treo 700p comes with the Wireless Sync provisioning client already installed. For details on installing the Wireless Sync client through the provisioning client go to Synchronize your device on page 10 of this guide. Click next to continue. a. If you selected the Corporate Email or PC Monitor for Outlook option during the Select Email Source section of the setup process, this software will also be installed at this point. b. Follow the Windows installer prompts to complete this install. c. Click Download Complete in the PC browser to finish the setup process. Verizon Wireless 9
Synchronize your device 1. On your Treo 700p, select the Wireless Sync Icon from your Home screen. 2. This will display the Wireless Sync provisioning client, which will automatically download the latest client for your Treo 700p. Tap on Start to begin the download and installation of the client. 3. After the client has downloaded and installed on your device the Wireless Sync client will be displayed. If you have already configured your Wireless Sync account, tap Cancel. 4. This will display the main screen of the Wireless Sync client. Tap sync to begin synchronization. When prompted, enter your Wireless Sync password. 5. On the first synchronization event you will be prompted to Refresh or Merge the data in Wireless Sync with the data on the device. a. If you selected Corporate email when configuring your email source, it is recommended to select the Refresh option. b. If you selected Internet email as your email source, it is recommended to select the Merge option. To select Merge select Menu then scroll to Merge. Your device is now configured and synchronized with Wireless Sync. Keep the device radio powered on and you will continue to get your information pushed to you! Verizon Wireless 10
Create Your Wireless Sync Account from Your Treo 700p Internet/POP3/IMAP Account Configuration 1. Launch the Wireless Sync client from the Home screen on your device. 2. Click Start to begin the download and installation of the Wireless Sync client. 3. This will display the Wireless Sync on device setup process. 4. The first screen will ask you if your company has its own Wireless Sync server. Wireless Sync hosted site users (www.wirelesssync.vzw.com) should leave this checkbox unselected and select Next. 5. Next you will be asked if you already have a Wireless Sync password. Your Wireless Sync password is the same as your VText (or Verizon Wireless Single Sign On) password. If you know your password select Yes (skip to step 8). If you do not remember your password select Menu then Forgot Password and continue to step 7. For users without a Wireless Sync/VText password select Menu then No. This will allow you to create your password and continue through the Wireless Sync registration process. 6. Users who selected Forgot Password in step 6 will be presented with a screen to create a new Wireless Sync password. Enter your new password then select OK. 7. On the account validation screen you will be asked to enter your mobile phone number, and your password. You will also be asked to read the Wireless Sync Terms and Conditions. Select the red Read Terms & Conditions box to view them. After you have read the Terms and Conditions select the I agree to Terms & Conditions and select Next. Verizon Wireless 11
8. After entering your password you will be asked to scribble on the screen of your Treo 700p. This will only need to be done one time. 9. Verify your home time zone. Enter your address information including city, state, and zip code. When you are complete select OK to continue. 10. You have the option to set up two different types of email accounts within Wireless Sync. Home users will want to create an Internet Email account. This will give you access to POP/IMAP email sources (Note: MSN and Hotmail are not supported). Enter your Email Address and password and continue to step 11. Corporate users who which to use PC Monitor to access their corporate Exchange or Domino email should select Exchange or Domino email by selecting the arrows on the screen (skip Corporate Email Account Configuration on page 13). 11. Your Wireless Sync account is now configured and ready to use. Select Done. 12. Select Sync to begin your initial synchronization session (go to Synchronize your Device on page 10). Verizon Wireless 12
Corporate Email Account Configuration Users of a corporate email backed, such as Microsoft Exchange or Lotus Domino can enter their email address here; however, they need to install and configure the PC Monitor software which can only be done through the Wireless Sync website (http://www.wirelesssync.vzw.com/monitor). These email sources require a PC Monitor to be installed and monitor your email server for changes. Please go to the Corporate email Microsoft Exchange or Lotus Domino/Notes section on page 4 of this guide for more information. Next Steps If you selected the Corporate email or PC Monitor for Outlook option for your email source, please continue with the configuration of your PC Monitor. Refer to the Quick Start Guide for your target platform for more information. Once the PC Monitor is configured, you will begin to receive your email and PIM (calendar, contacts, tasks and notes) data wirelessly. If you selected the Internet email option you will begin to receive your email after the Wireless Sync server has successfully loaded your messages from the email source. This may take several minutes depending on the amount of mail on your server. Please visit http://www.verizonwireless.com/data for additional information for your device. Verizon Wireless 13