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Using Microsoft Exchange ActiveSync for email and calendar synchronization

Using Microsoft Exchange ActiveSync for email and calendar synchronization

Article ID: 17681

Microsoft Exchange ActiveSync allows users to access corporate Exchange data from their mobile devices directly and securely without middleware. It is an option in the VersaMail application on the Treo 650 smartphone. Microsoft Exchange ActiveSync is different from Microsoft Exchange Server, and it is also different from the Microsoft ActiveSync; these are three separate technologies (more).

Exchange ActiveSync is intended for organizations that can support an Exchange 2003 server and have IT resources to setup and maintain it. Support for Exchange ActiveSync is handled by Microsoft.

Palm Documents
  Microsoft Exchange ActiveSync Administrator's Guide (PDF: 333KB / 24 pages)
  VersaMail User Guide (PDF: 1.08MB / 114 pages)


Requirements for Exchange ActiveSync on a Treo smartphone

  • Users:
    • VersaMail 3.0 included with Treo 650*
    • Corporate email username
    • Corporate email password
    • Corporate email address
    • Corporate Exchange Server address
    • Corporate or wireless proxy server if necessary
  • Corporate infrastructure:
    • Microsoft Exchange Server 2003
    • Activated mobile access for users (this is the default)
    • Allow access to Exchange Server via SSL with or without a proxy

* Verizon Wireless note: VersaMail is not included on your Treo 650's ROM; instead, your smartphone uses Verizon's Wireless Sync client. If you prefer, Verizon Wireless customers can install VersaMail from the Treo 650 CD included in your smartphone's original packaging. Need help with Wireless Sync? Contact Verizon.


Using Exchange ActiveSync

Exchange ActiveSync features supported by Treo 650:

  • Email synchronization with attachments
  • Calendar synchronization
  • Accept, Decline, Tentative response to meeting invitations
  • Secure:
    • Default synchronization via HTTPS/SSL via port 443
    • Optional proxy server such as Microsoft Internet Security and Acceleration (ISA) Server 2000
    • Supports VPN, such as movianVPN (Learn more and download VPN client)

Exchange features NOT supported on Treo 650:

  • Contacts, Tasks, Notes synchronization
  • Email subfolder synchronization
  • Global Address List (GAL) access
  • Creating meeting invitations on smartphone
  • Any other Exchange feature not listed above

Do you synchronize with Palm Desktop? Exchange ActiveSync may NOT be for you
When you choose Exchange ActiveSync to get Outlook email on your smartphone, you'll also be synchronizing your Calendar data wirelessly at the same time. To prevent duplicates, information in your smartphone's Calendar will be deleted. It will be replaced with the Calendar information from the Exchange 2003 server (what you see in your Outlook calendar). Generally, this is the same information as was on your handheld.

However, if you synchronize your smartphone with Palm Desktop instead of Microsoft Outlook, and you choose Exchange ActiveSync, your Calendar data will be replaced with the information from the Exchange 2003 server. There is no way to synchronize only email and not Calendar using Exchange 2003; it's either both, or none. If you use Palm Desktop for your Calendar, we recommend not using Exchange ActiveSync to get your email.

How is Exchange ActiveSync affected by firewalls, network issues, and other security precautions?
Exchange ActiveSync provides direct access to the Exchange Server using SSL (a protocol for secure data transmission). In most cases, SSL encryption is more than enough to ensure that your Exchange ActiveSync connection is secure.

Some extremely security-conscious organizations may require users to go through a proxy server, or login using a Virtual Private Network (VPN) before using Exchange ActiveSync. VersaMail on the Treo smartphone will cooperate with VPN clients and proxy servers. Consult your organization's IT department for more information.

How do I synchronize Mail and Calendar using Exchange ActiveSync?
Once you've set up VersaMail for Exchange ActiveSync (see your user guide for info), there are two ways to synchronize:

  • Manual: Launch VersaMail, and tap the Sync button. This will synchronize both Email and Calendar data; there is no Sync button in the Calendar.

  • Scheduled: In VersaMail, press Menu . From the Options menu, select Preferences. Under Delivery, select Auto Sync. Check the box for "Sync automatically" and choose your Auto Sync settings.

Does Microsoft Exchange ActiveSync support email attachments?
Yes. Exchange ActiveSync works through VersaMail, which supports a number of attachments, including photos and HTML. When you install the Documents To Go application (included on the Treo 650 CD), you can also work with native Microsoft Word, Excel, and PowerPoint attachments. More information about attachments in Knowledge Library article 16104.

Can I use Exchange ActiveSync if I have a Mac?
Yes. Because Exchange ActiveSync connects directly to the Exchange Server, there is no interaction with your desktop computer, be it a Windows, Mac or Linux box. You'll need to set up VersaMail to use Exchange ActiveSync on your smartphone (the Windows installer includes an extra desktop-based VersaMail setup, but it's easy to set it up directly on your smartphone). Exchange Server synchronization will be through the smartphone only.

How do I stop using Exchange ActiveSync on my Treo smartphone?
To stop using Exchange ActiveSync, you must delete the Exchange ActiveSync account in VersaMail. Doing this will remove the email account from your smartphone and delete everything in your smartphone's Calendar. The next time you perform a HotSync operation, your Calendar will synchronize with the local Palm Desktop or Microsoft Outlook calendar (not the Exchange Server calendar).

To delete your smartphone's Exchange ActiveSync connection:

  1. In VersaMail, press Menu .
  2. From the Accounts menu, select Account Setup.
  3. In the list, select the account that uses Exchange ActiveSync, and select Delete.

Where to get help

  1. You can contact your IT Help Desk or Exchange administrator: Your first stop for help should be your organization's IT Help Desk, or the administrator in charge of the Exchange 2003 server. That's because most Exchange ActiveSync issues are related to communication with the Exchange 2003 server. Your IT Help Desk is the expert on Exchange topics.

  2. Your IT Help Desk can contact Palm: We can help you if the issue pertains to using VersaMail features related to Exchange ActiveSync, but we can't help you with other topics outside this scope of support. We recommend that your IT Help Desk technician contact us, rather than having end users contact us. Unlike other Palm OS issues that consumers can easily resolve, Exchange 2003 servers are back-end products that end users generally don't touch. Contact info.

  3. Your Microsoft support options: For online information from the source, visit Microsoft: Exchange Server 2003 Help & Support.


Microsoft Exchange ActiveSync, Microsoft Exchange Server, and Microsoft ActiveSync — what's the difference?

These are three distinct technologies, all offered by Microsoft, that handle messaging and collaboration (calendar, contacts, etc.). They have similar names because they are all players in the realm of information synchronization with the Exchange system. Confused? Here's the lowdown:

Technology What is it?
Microsoft Exchange ActiveSync Exchange ActiveSync is used by VersaMail to synchronize Email and Calendar between your Treo smartphone and the Exchange server.

Microsoft describes its product: "Exchange ActiveSync is a server-side technology that allows mobile devices to synchronize inbox, calendar, and contacts remotely with Exchange rather than using a desktop PC, cradle, and desktop synchronization software."

Remember, although Exchange ActiveSync technology is capable of synchronizing Contacts, the Treo smartphone version of VersaMail does not include this feature. On your Treo smartphone, Exchange ActiveSync applies to Email and Calendar synchronization.

When you use Exchange ActiveSync to synchronize Email and Calendar on your Treo smartphone, the information on your smartphone is compared with the information on the Exchange server for your account. If there are any differences (e.g. if you were on the road and added a Calendar appointment to your smartphone), they are resolved during the Exchange ActiveSync operation (e.g. the appointment is added to the Exchange server). Since the Exchange Server drives Outlook, when you get back to your desk, you'll see the new appointment in Outlook as well.

For more information, see this page on Microsoft's site: Mobile Access Using Exchange Server 2003

Microsoft Exchange Server In Microsoft's words, this is the "messaging and collaboration software that runs on servers that enables you to send and receive electronic mail and other forms of interactive communication through computer networks."

When you use Outlook, your Email, Calendar, Contacts and other information comes from the Exchange Server. Likewise, when you synchronize Email and Calendar using Exchange ActiveSync on your Treo smartphone, your device gets its information from the Exchange Server.

Usually, Exchange Server administration is handled by your organization's IT group. To the end user, the Exchange Server is an invisible backend component that drives Outlook.

For more information, see this page on Microsoft's site: What Is Exchange Server?

Microsoft ActiveSync This is the synchronization software package for Windows Mobile-based Pocket PCs and Smartphones. It's analogous to HotSync Manager in the Palm OS world.

Microsoft ActiveSync as a whole is not used in Palm OS products, but the Exchange component of ActiveSync (i.e. Microsoft Exchange ActiveSync) is used in both Palm OS-based Treo smartphones and Windows Mobile-based Pocket PCs to communicate with the Exchange server.

For more information, see this page on Microsoft's site: Sync Up with Windows Mobile

For more information on Microsoft Exchange and Exchange ActiveSync, visit these Microsoft pages: