Palm Treo Setup Guide & Tips Academic Services Information & Computing Services Division Desktop Support Palm Treo Setup Guide & Tips Document reference: DS011 Document type: Desktop Support Procedure Document status: Live Review period: Six months Next review date: 25 December 2008 DS011 - Treo Palm Setup Guide & Tips - v1.0 - Master.docx Page 1 of 10 Palm Treo Setup Guide & Tips 1 TABLE OF CONTENTS 1 Table of Contents ......................................................................................................... 2 2 Document History ........................................................................................................ 3 2.1 Document location .................................................................................................. 3 2.2 Revision history ...................................................................................................... 3 2.3 Approvals ................................................................................................................ 3 3 Palm Treo setup first phase ........................................................................................ 4 3.1 Installation .............................................................................................................. 4 3.2 SIM setup ............................................................................................................... 4 3.3 Record serial number .............................................................................................. 4 3.4 Data Tariff ............................................................................................................... 4 4 Settings to change before you meet the user ............................................................ 4 4.1 Initial settings .......................................................................................................... 4 4.2 Adjust power settings .............................................................................................. 4 5 Work to complete with the user .................................................................................. 5 5.1 Introduce the basics ................................................................................................ 5 5.2 Internet access ....................................................................................................... 5 5.3 optional settings ...................................................................................................... 5 5.4 Lost or Stolen Device (full procedure) ..................................................................... 5 6 Change e-mail settings with the user ......................................................................... 6 6.1 E-mail sync setup.................................................................................................... 6 6.2 Create a signature .................................................................................................. 6 6.3 Add additional e-mail folders ................................................................................... 6 6.4 Change e-mail synchronisation settings .................................................................. 6 7 Known issues with the device .................................................................................... 7 8 Palm Treo 750v User Tips ........................................................................................... 8 8.1 Device Storage caution ........................................................................................... 8 8.2 Synchronisation ...................................................................................................... 8 8.3 Keyboard shortcuts ................................................................................................. 8 8.4 Power consumption ................................................................................................ 8 8.5 Miscellaneous ......................................................................................................... 8 8.6 Lost or Stolen .......................................................................................................... 8 9 Public Sector Data Pricing .......................................................................................... 9 10 Standard ActiveSync configuration ...................................................................... 10 10.1 Microsoft Exchange ActiveSync Configuration ...................................................... 10 10.2 Device Configuration ............................................................................................. 10 DS011 - Treo Palm Setup Guide & Tips - v1.0 - Master.docx Page 2 of 10 Palm Treo Setup Guide & Tips 2 DOCUMENT HISTORY 2.1 DOCUMENT LOCATION This document can be accessed from the following location: http://www.its.ex.ac.uk/secure/ds-intranet/documents/DS011-PalmTreoSetup-v1.0.pdf 2.2 REVISION HISTORY The latest revision can be found at the top of the list: Revision Date Author Version Summary of Changes 25-Jun-2008 R Gerzsany 1.0 First live version 2.3 APPROVALS This document requires the following approvals: Name Title Version Date of approval A Khan Desktop Support Team Leader 1.0 25-Jun-2008 DS011 - Treo Palm Setup Guide & Tips - v1.0 - Master.docx Page 3 of 10 Palm Treo Setup Guide & Tips 3 PALM TREO SETUP FIRST PHASE 3.1 INSTALLATION Unpack the Palm device and check that you have all parts in the package. The device comes with Windows Mobile 6 pre-installed therefore all you need to do is to insert a Vodafone SIM card and the battery. Put device on charger to get it fully charged when meeting the customer. Note that you can use the charger supplied with Palm TX, too. 3.2 SIM SETUP Find out whether the user wants to use the new SIM provided in the pack or transfer an existing one to the new device. Make a note of the phone number as this will be required as part of the setup later. With a new SIM it is the user‟s responsibility to ensure that a voice tariff is also in place at the time of ordering if they require the phone services. 3.3 RECORD SERIAL NUMBER Go to Start > Settings > System > About > Phone. Send the IMEI and serial number to [email protected]. The OS will be Windows Mobile 6, make a note of that. Check if the date and time is set right by going to Start > Settings > System > Clock & Alarms > Time. Set visiting time if required by the user, e.g. US time. 3.4 DATA TARIFF Check if it is enabled for the SIM. Contact [email protected] or if it is urgent call 5238 with the phone number to get it enabled if needed. Check data tariff table in this document for details. 4 SETTINGS TO CHANGE BEFORE YOU MEET THE USER 4.1 INITIAL SETTINGS Enable ClearType in Start > Settings > System > Screen > ClearType. Connect the device to a PC and check available updates with Start > Settings > System > Windows Update. Check that UK is set in Start > Settings > System > Regional Settings. Find out if the user wants automatic keyguard to be enabled. Go to Start > Settings > Personal > Keyguard and set “When power is turned off”. Check if advanced USB network functionality disabled in Start > Settings > System > Connections > USB to PC. Disable if enabled. 4.2 ADJUST POWER SETTINGS Go to Start > Settings > System > Backlight and set „Backlight turn off‟ to 1 minute for both battery and 5 minutes for external power. Go to Start > Settings > System > Power > Advanced and turn on both power saving options. Change the „Turn off device if not used‟ (that is actually turning the screen off only) to 1 minute on battery power and 5 minutes on external power. Adjust the brightness in Start > Settings > System > Brightness to near maximum. Disable constant check of incoming beam signal to consume power in Start > Settings > System > Connections > Beam. DS011 - Treo Palm Setup Guide & Tips - v1.0 - Master.docx Page 4 of 10 Palm Treo Setup Guide & Tips 5 WORK TO COMPLETE WITH THE USER 5.1 INTRODUCE THE BASICS Introduce Start > Programs > Quick Tour to the user. Inform user about use of the keys when accessing menus. Demonstrate copy, cut and paste functions. List the main keys, such as OK closes screen, RED turns screen off, GREEN displays dial menu, CENTER button confirms, Windows button displays Start menu, Left side volume buttons and WMP, Ringer mute switch on the top, etc. Introduce Voicemail function and tell the user how to turn it off. Introduce how to add e-mail account in E-mail / new e-mail account Go to Start > Settings > Connections > Wireless manager to turn Phone or Bluetooth on/off 5.2 INTERNET ACCESS Go to Start > Settings > Connections > Connections to add a new connection. Name: internet, modem: 3G, access point: internet, user: WEB, password: web. 5.3 OPTIONAL SETTINGS Set up VPN client for the user. Go to Start > Settings > Connections > Connections > Add > Edit My VPN connection/server. Server address: vpn.ex.ac.uk, VPN type: PPTP (?). Get user to type username and password. Type ISAD as domain and Finish. Roaming: If the user travels frequently abroad and wants to control his costs go to Start > Settings > Personal > Phone > Network and change network selection from Automatic to Manual. Encourage user to check data tariff prior to travel. Display: Ask user what he wants to see as a default screen. Go to Start > Settings > Personal > Today and Start > Settings > Personal > Menus to customise settings. Go to Start > Settings > Personal > Input to turn off auto word suggestion. Set username (optional) in Start