Palm Tungsten W PDA Phone Instructions
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Getting, sending, and managing e-mail 217 Tap Cancel if you want the messages marked during the next HotSync operation or the next time you connect to the server. Read messages appear in plain text; unread messages appear in bold text. Setting preferences for getting and deleting e-mail VersaMail Preferences determine how the VersaMail application gets, sends, and deletes e-mail. To set e-mail preferences: 1.Press Command + R. Alternately, press Function + Menu , select Options, and then select Preferences. 2.Select preferences: GetEnables you retrieve the subject only or the entire message. Ask Every TimeDisplays a dialog box for choosing subjects only or entire messages each time you retrieve e-mail. If deselected, messages are retrieved according to the option you select in the Get pick list. Confirm DeletionsDisplays a confirmation dialog before deleting e-mail. Delete Msgs on Ser verIf selected, automatically deletes messages on the server that you have deleted on your handheld. If not selected, you will be asked each time you delete messages on your handheld whether you want to also delete them on the server. Because mailboxes on the server usually have size restrictions, we recommend periodically deleting messages on the server.
Chapter 17 Using Palm™ VersaMail™ Personal E-mail Software 218 Adding or updating an Address Book entry directly from a message You can add or update an e-mail address in the Address Book directly from the body of a received e-mail message. To add a new Address Book entry: 1.On the Message screen, press Function + Menu , select Options, and then select Add to Address Book. A dialog box appears with the “From” address displayed. If a Display Name exists for this Address Book entry, the Last name and First name fields show the display name. 2.(Optional) If the Last name and First name fields are blank, enter the first and last name associated with the “From” e-mail address. 3.Tap OK to add the e-mail address to the Address Book, and then tap OK in the confirmation dialog box. Download AttachmentsCauses files attached to e-mail to be automatically downloaded to your handheld. Attachments that exceed the maximum message size cannot be downloaded. See “Working with attachments” earlier in this chapter for more information. SignatureEnables you to attach a default signature to all your outgoing messages. See “Attaching a personal signature” earlier in this chapter for more information.
Synchronizing e-mail between the handheld and the desktop 219 You can also update an existing Address Book entry with a new e-mail address, or create a second Address Book entry for a name that has an existing record. The procedure is the same as for adding a new Address Book entry. If you tap Add to Address Book from the body of an e-mail message and a record already exists for the recipient name, you are prompted either to update the e-mail address for the recipient or to create a new record for the recipient. Synchronizing e-mail between the handheld and the desktop To manage your e-mail on your desktop as well as on your handheld, you can synchronize an e-mail account on the handheld with an e-mail application on the desktop. You can use many popular e-mail applications, called clients, such as Microsoft Outlook, Eudora, Lotus Notes, Outlook Express, or any other e-mail clients that use MAPI. You must have a Windows computer to synchronize e-mail between your handheld and your computer. This section describes the following: nStarting the Palm VersaMail HotSync Conduit nConfiguring and activating accounts in the HotSync Manager nSynchronizing e-mail on the handheld with a desktop e-mail application nConverting attached files using attachment conversion plug-ins Configuring an account in HotSync Manager Before synchronizing an e-mail account, you configure the account’s settings in the Palm VersaMail HotSync Conduit. The settings have to be specified only once unless you need to make changes. To start Palm VersaMail HotSync Conduit: 1.Click the HotSync Manager icon in the Windows system tray. 2.Select Custom. 3.Select VersaMail in the Conduit list.
Chapter 17 Using Palm™ VersaMail™ Personal E-mail Software 220 4.Click Change. 5.Select Synchronize Active Accounts. Curly accesses POP servers through MAPI only, and accesses IMAP servers through configuration in MultiMail Setting synchronization options and account settings Next, you must configure each e-mail account’s general synchronization settings. For example, if you created an Earthlink e-mail account on the handheld and want to synchronize that with the desktop, set the synchronization options for the Earthlink account. During a HotSync operation, the Earthlink account on the handheld and the e-mail application specified in the conduit are synchronized. To configure an account and set the synchronization options: 1.In the HotSync Action For VersaMail dialog box, click Configure Accounts.
Synchronizing e-mail between the handheld and the desktop 221 2.(Optional) Select the check box Enable Informational Logging if you want the HotSync log to record information, such as errors encountered, about the conduit during a HotSync operation. 3.Select the account that you want to configure from the Accounts drop-down list. The tab with the account’s name and settings, such as MyMail Settings or Yahoo Settings, is displayed. 4.Select the option Check this box to synchronize this mail account when you perform a HotSync operation; otherwise, the account cannot be synchronized. 5.Under Connection Information, select the desktop e-mail application, such as Microsoft Exchange 5.0 or later, Outlook Express, or Eudora, that you are synchronizing the account with and specify any necessary settings. Select the account to configure and synchronize Check here for helpful notes when configuring an e-mail client Enter the message size and the number of days before today that synchronization occurs
Chapter 17 Using Palm™ VersaMail™ Personal E-mail Software 222 TIPIf your e-mail application is compatible with Extended MAPI, try Microsoft Exchange 5.0 or later as a choice for the Mail Client option. If your e-mail application is compatible with Simple MAPI (SMAPI), try Microsoft Outlook Express as a choice for the Mail Client option. Although Netscape uses SMAPI, Netscape is not supported. Mail Client Action Microsoft Exchange 5.0 or laterSelect a MAPI profile to access the mail server. The conduit displays any existing MAPI profiles in the list. Microsoft Outlook 97 or later Select the MAPI profile to access the mail server. The conduit checks for any existing MAPI profiles and displays them in the list. Enter your password for Outlook. See “Configuring Microsoft Outlook” later in this chapter for the changes you need to make in Outlook. Microsoft Outlook Express 5.5 or laterIf you select Microsoft Outlook Express, enter the password for your e-mail account. See “Configuring Microsoft Outlook Express” later in this chapter for details. Lotus Notes Enter your Lotus Notes ID and password. Click Browse if you need to locate your Notes ID. Eudora 5.0 or laterSee “Configuring Eudora” later in this chapter for more information about the settings to make in Eudora. Direct POP connection to serverSelect this option to synchronize an account by connecting directly with a POP server. You must enter the information about the server in the VersaMail application on your handheld when you create the e-mail account to access the server. You will enter information about the incoming (POP) server, outgoing (SMTP) server, your e-mail username, your password, and your e-mail address. During the HotSync operation, the conduit reads the settings you made. If the settings do not exist or all server information is wrong, an error is reported in the HotSync.log file. However, if the incoming server (POP) is correct, the Inbox is synchronized if the option to synchronize the Inbox is selected. If the outgoing server (SMTP) is correct, the Outbox is synchronized (send e-mail) if you selected the option to synchronize the Outbox. If neither is correct, then nothing happens.
Synchronizing e-mail between the handheld and the desktop 223 NOTEA profile contains configuration information, such as the location of incoming e-mail, your personal address book, and other information services that you can use. The profile may be MS Exchange Settings, your name, or something different. For more information on profiles, see your e-mail application’s documentation.If you want to synchronize e-mail for an account that requires APOP authentication, you must select the option to use APOP on your handheld. See “Adding APOP to an account” later in this chapter for details. If you want to synchronize e-mail for an account that requires ESMTP authentication (for example, Yahoo accounts require ESMTP authentication), you must select the option to use ESMTP on your handheld. See “Adding ESMTP to an account” later in this chapter for details. Direct IMAP connection to serverSelect this option to synchronize an account by connecting directly with an IMAP server. You must enter the information about the server in the VersaMail application on your handheld when you create the e-mail account to access the server. You will enter information about the incoming (IMAP) server, outgoing (SMTP) server, your e-mail username, your password, and your e-mail address. During the HotSync operation, the conduit reads the settings you made. If the settings do not exist or all server information is wrong, an error is reported in the HotSync.log file. However, if the incoming server (IMAP) is correct, the Inbox is synchronized if the option to synchronize the Inbox is selected. If the outgoing server (SMTP) is correct, the Outbox is synchronized (send e-mail) if you selected the option to synchronize the Outbox. If neither is correct, then nothing happens. If you want to synchronize e-mail for an account that requires ESMTP authentication (for example, Yahoo accounts require ESMTP authentication), you must select the option to use ESMTP on your handheld. See “Adding ESMTP to an account” later in this chapter for details. Other e-mail applicationsSelect Microsoft Exchange 5.0 or later as a choice for the Mail Client option if your e-mail application is compatible with extended MAPI. If your e-mail application is compatible with SMAPI, select Microsoft Outlook Express as a choice for the Mail Client option. Mail Client Action
Chapter 17 Using Palm™ VersaMail™ Personal E-mail Software 224 6.Enter the Sync Mail Restrictions you want: – Days in Which to Synchronize Mail: Set how many days of e-mail, between 0 and 999, that e-mail should be synchronized. A value of 0 synchronizes all e-mail in the Inbox during the next HotSync operation. For other values, the conduit synchronizes e-mail for today and the number of days preceding today. For example, if you enter a value of 2, e-mail is synchronized for today and yesterday, but if you enter 3, e-mail is synchronized for today, yesterday, and the day before. – Maximum Message Size (KB) for HotSync Operation: Enter the maximum message size from 1 to 2048KB. If the message exceeds the maximum size, the conduit truncates the message. For example, the maximum message size might be 50KB, and the message might have the following: In this case the conduit puts the message header, body, and attachment 2—totaling 41KB—on the handheld. Attachment 1 is removed because adding it to the message causes the message to exceed the maximum. – Synchronize unread messages only: Select whether to synchronize all e-mail between your desktop and your handheld, or unread e-mail only. By default, the check box is unselected, meaning that all e-mail will be synchronized. 7.Select the folder synchronization you want: – Select the Synchronize the Inbox check box to synchronize the Inbox during the next HotSync operation. – Select the Synchronize the Outbox check box to send any e-mail in the handheld’s Outbox during the next HotSync operation. 8.Click Apply. Message header1KB Body20KB Attachment 140KB Attachment 220KB
Synchronizing e-mail between the handheld and the desktop 225 Verifying handheld account settings before synchronizing accounts Certain settings you configure on your handheld for a given e-mail account must be set correctly for the synchronization process as well. Before configuring an e-mail client on your desktop for synchronization, be sure to verify the following settings on your handheld: nAPOP and ESMTP: If you want to synchronize e-mail for an account that requires either APOP or ESMTP authentication (for example, Yahoo accounts require ESMTP authentication), you must select the option to use APOP or ESMTP on your handheld. See “Adding APOP to an account” and “Adding ESMTP to an account” later in this chapter for details. nMail filters: Any mail filters you have configured for a given e-mail account on your handheld also apply during the synchronization process. For example, if you have set filters to accept only e-mail containing the subject words “Current Software Project,” only those same messages are synchronized between your desktop and your handheld. Be sure to turn mail filters off if you want to synchronize all messages between your desktop and your handheld. See “Turning filters on and off” later in this chapter for details. Configuring Microsoft Outlook You can synchronize Microsoft Outlook 97/98/2000/XP with a VersaMail e-mail account, but you must set Microsoft Outlook as the default e-mail handler. You must check your username and password. To configure Microsoft Outlook: 1.In the Control Panel, click Internet Options. NOTEFor Windows XP, click Network and Internet Connections, and then click Internet Options. 2.Click the Programs tab. 3.Select Microsoft Outlook as the default e-mail program. 4.Click OK. NOTEMake sure your username and password are set up correctly within Microsoft Outlook. Configuring Microsoft Outlook Express You can synchronize a VersaMail e-mail account with Microsoft Outlook Express 5.5 or 6.0, but you must set Outlook Express as the default e-mail handler. NOTEMake sure your username and password are set up correctly within Outlook Express.
Chapter 17 Using Palm™ VersaMail™ Personal E-mail Software 226 To configure Outlook Express: 1.In the Control Panel, click Internet Options. NOTEFor Windows XP, click Network and Internet Connections, and then click Internet Options. 2.Click the Programs tab. 3.Select Outlook Express as the default e-mail program. 4.Click OK. TIPYou can also make Outlook Express the default e-mail handler within the e-mail application. From the Tools menu, select Options. Click the General tab, and then click Make Default. Configuring Eudora If you are using Eudora as your e-mail application, you must set up MAPI in Eudora. To set up MAPI in Eudora: 1.From the Eudora Tools menu, select Options. 2.Do one of the following: – If Eudora is the only e-mail application that you use, select Always as the MAPI setting. – If you use more than one e-mail application, select When Eudora is running as the MAPI setting. 3.Ensure that your username and password are set up correctly within Eudora. This information is needed to log in to Eudora to retrieve and synchronize your e-mail. IMPORTANTEudora must be running in order for you to perform a HotSync operation. The VersaMail application synchronizes with your Dominant Personality in Eudora 5.1 or later. Converting attached files You can use attachment conversion plug-ins to convert attached files that you are receiving. Documents To Go plug-ins are automatically configured; however, you must install Documents To Go version 5 on your desktop computer and on your handheld for attachments to be converted properly. Version 5 of Documents To Go is included on the Software Essentials CD-ROM that came with your handheld. See the Documents To Go Getting Started Manual for more information.