PocketMirror Professional

for Windows Mobile

User Manual

www.chapura.com
 PocketMirror Professional for Windows Mobile User Manual

Table of Contents

Overview - PocketMirror Professional for Windows Mobile ..................................3

Minimum System Requirements ...........................................................................3
About Folder Settings ...........................................................................................4
Accessing Your Folder Settings............................................................................4
Add Folder Wizard ................................................................................................4
Removing a Handheld Folder ...............................................................................5
Edit Folder Wizard ................................................................................................5
Changing the Outlook Folder................................................................................6
Changing the Handheld Folder Name ..................................................................6
Link Folder Wizard ................................................................................................6
Change Outlook Profile.........................................................................................7
Settings Summary.................................................................................................8
Offline Use ............................................................................................................8
Viewing the Outlook Folder List ............................................................................9
Resolving Conflicts Between Outlook and Your Handheld .................................10
Conflicting Edits ..................................................................................................10
How Do I Synchronize My Outlook Subfolders with PocketMirror Professional? 11
How Do I Synchronize My Outlook Public Folders with PocketMirror
Professional? ......................................................................................................11
Frequently Asked Questions...............................................................................12
Technical Support...............................................................................................12

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PocketMirror Professional for Windows Mobile User Manual

Overview - PocketMirror Professional for Windows

Mobile

PocketMirror® Professional for Windows Mobile synchronizes the Outlook Calendar, Contacts and
Tasks with your Pocket PC Calendar, Contacts and Tasks. Seamless synchronization keeps your
information accurate and updated. Multiple folder synchronization gives you the ability to synchronize
your information on a per folder basis. The easy-to-use folder settings interface lets you choose which
folders you wish to synchronize.

Minimum System Requirements

To install and use the PocketMirror Professional for Windows Mobile software, your computer and
handheld device must meet the following minimum system requirements:
Windows CE, Pocket PC or Windows Mobile handheld device
Microsoft Outlook 2000
Windows 98 or Windows 2000
Windows®-compatible personal computer
16 MB RAM (32 recommended)
2 MB disk space

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About Folder Settings

The PocketMirror Professional for Windows Mobile Folder Settings interface shows each handheld
folder and the Outlook folder the handheld folder is linked to. From this screen, you may add a folder
link, edit a folder link, or remove a folder link.
The Add Folder Wizard guides you through a step-by-step process of linking Outlook Calendar,
Contacts and Tasks folders to your handheld.
The Edit Folder Wizard takes you through the process of modifying the following folder settings:
Outlook Folder
Handheld Folder Name

If you no longer want to synchronize an Outlook folder with a particular handheld folder, you can
remove the folder from your handheld using the folder settings interface.

Accessing Your Folder Settings

To access your Folder Settings, perform the following steps:

1. Open Microsoft® ActiveSync (Start | Programs | Microsoft ActiveSync).
2. Double-click any of the PocketMirror conduits. The PocketMirror Professional for Windows
Mobile Folder Settings screen appears.

Add Folder Wizard

To add an Outlook folder to your handheld:

1. Open Microsoft® ActiveSync (Start | Programs | Microsoft ActiveSync).
2. Double-click any of the PocketMirror conduits. The PocketMirror Professional for Windows
Mobile Folder Settings screen appears.
3. Click the Add Folder… button.
The Add Folder Wizard takes you step-by-step through the process of adding an Outlook Calendar,
Contacts or Tasks folder to your handheld.
4. Choose the Outlook folder you want to synchronize with your handheld. You may only select
Outlook folders that are not already linked to a handheld folder. The selectable folders are in bold
text in the folder list. Click Next.
5. Select a name for the new handheld folder. You may use the default name, which is identical to
the name of the selected Outlook folder with an asterisk (*) at the end, or you may create your own.
Folder names may contain up to 253 characters and they must include an asterisk (*) either at the
beginning or the end of the name. The asterisk indicates a handheld folder name instead of a
category name. Click Next.
6. Review the Folder Settings Summary.

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7. Click Finish.
8. Click OK to close Folder Settings.
9. Synchronize.

Removing a Handheld Folder

To remove a folder from your handheld, perform the following steps:

1. Open Microsoft® ActiveSync (Start | Programs | Microsoft ActiveSync).
2. Double-click any of the PocketMirror conduits. The PocketMirror Professional for Windows
Mobile Folder Settings screen appears.
3. Select the folder you wish to remove. Click the Remove Folder… button. The Confirm Remove
Folder dialog box appears.
Note: If you are synchronizing this handheld folder at two PC’s, you will need to remove the folder link
at the second PC before synchronizing with that PC. Failure to do so will result in those items being
deleted from that PC.

Edit Folder Wizard

To access the Edit Folder Wizard:

1. Open Microsoft® ActiveSync (Start | Programs | Microsoft ActiveSync).
2. Double-click any of the PocketMirror conduits. The PocketMirror Professional for Windows
Mobile Folder Settings screen appears.
3. Click on the folder you wish to edit
4. Click the Edit Folder… button.

The Edit Folder Wizard takes you step-by-step through the process of:
Changing the Outlook folder to synchronize with your handheld
Changing the handheld folder name

The first screen of the Edit Folder Wizard is the Edit Options screen. Click on one of the two options
and the Edit Folder Wizard for that option appears.
The wizard guides you through each option quickly and easily. The final Edit Folder Wizard screen is
the Folder Settings Summary screen. It lists the changes to be made to the selected handheld folder
during the next synchronization.

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Changing the Outlook Folder

To change the Outlook folder a handheld folder is synchronizing with, perform the following steps:
1. Open Microsoft® ActiveSync (Start | Programs | Microsoft ActiveSync).
2. Double-click any of the PocketMirror conduits. The PocketMirror Professional for Windows
Mobile Folder Settings screen appears.
3. Select the folder and click the Edit Folder… button. The Edit Folder Wizard appears.
4. Click the Change Outlook Folder option, and click Next.
5. Select the new folder and click Next.
6. View the Folder Settings Summary.
7. Click Finish.
8. Click OK to close Folder Settings.
9. Synchronize.

Changing the Handheld Folder Name

To change the name of a handheld folder, perform the following steps:

1. Open Microsoft® ActiveSync (Start | Programs | Microsoft ActiveSync).
2. Double-click any of the PocketMirror conduits. The PocketMirror Professional for Windows
Mobile Folder Settings screen appears.
3. Select the folder and click the Edit Folder… button. The Edit Folder Wizard appears.
4. Click the Change Handheld Folder Name option, and click Next.
5. Select a new name for the handheld folder. You may use the default name, which is identical to
the name of the selected Outlook folder with an asterisk (*) at the end, or you may create your own.
Folder names may contain up to 253 characters and they must include an asterisk (*) either at the
beginning or the end of the name. The asterisk indicates a handheld folder name instead of a
category name. Click Next.
6. View the Folder Settings Summary.
7. Click Finish.
8. Click OK to close Folder Settings.
9. Synchronize.

Link Folder Wizard

If you have been synchronizing to one PC and then attempt to synchronize at a new PC, a dialog appears
stating there is a folder on the handheld which is not linked at this PC. You are given the option to
create a link for this folder. If you click Yes, the Folder Settings screen appears displaying a message in
red text beside the handheld folder name specifying the folder is not linked to Outlook at this PC.

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The Link Folder Wizard takes you step-by-step though the process of setting up a link between this
handheld folder and an Outlook Calendar, Contacts or Tasks folder on this PC.

To set up the link for this handheld folder, perform the following steps:
1. Select a handheld folder not linked to Outlook at this PC.
2. Click the Edit Folder… button. The Link Folder Wizard appears.
3. Choose the Outlook folder you want to link to this handheld folder. You may only select
Outlook folders that are not already linked to a handheld folder. The selectable folders are in bold
text in the folder list.
4. Click Next.
5. View the Folder Settings Summary.
6. Click Finish.
7. Click OK to close Folder Settings.
8. Synchronize. The handheld folder is now linked to the Outlook folder you chose in step three
above.

To access the Link Folder Wizard:

1. Open Microsoft® ActiveSync (Start | Programs | Microsoft ActiveSync).
2. Double-click any of the PocketMirror conduits. The PocketMirror Professional for Windows
Mobile Folder Settings screen appears.
3. Click on the folder you wish to edit
4. Click the Edit Folder… button.

Change Outlook Profile

You can change the Outlook profile PocketMirror Professional for Windows Mobile synchronizes with
from the Folder Settings screen. Changing profiles may cause your established folder links to be erased
and your handheld Calendar, Contacts and Tasks information to be lost. You should synchronize with
your current profile before changing to the new Outlook profile.
To change your profile:
1. Open Microsoft® ActiveSync (Start | Programs | Microsoft ActiveSync).
2. Double-click any of the PocketMirror conduits. The PocketMirror Professional Folder Settings
screen appears.
3. Click the Change… button next to your Outlook profile.
4. A warning dialog appears. Click OK to continue.
5. Select a new profile name and Click OK.
6. A second warning dialog appears. Click OK to continue.
7. Click OK to close Folder Settings.
8. Close Outlook if it is open.

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9. Disconnect your handheld from you PC if it is connected.

10. Open Outlook to the profile you will now be synchronizing with.
11. Reconnect your handheld to your PC.

Settings Summary

The PocketMirror Professional for Windows Mobile Settings Summary has been developed as a way to
quickly display all the folder settings associated with your user account. This information assists our
technical support team in the event you have questions or difficulty with your synchronization. It also
allows you to email your questions and summary information to our technical support team.
To access the PocketMirror Professional Settings Summary screen, do the following:
1. Open Microsoft® ActiveSync (in your Windows taskbar).
2. Double-click any of the PocketMirror conduits. The PocketMirror Professional Folder Settings
screen appears.
3. Click the Summary button.

Offline Use

If you are using an Exchange Server and have a profile configured for offline use, you must enable the
PocketMirror folder and PocketMirror Conflicts subfolder in Outlook for use in the offline profile. You
must be online in order to enable folders for offline use.
When you synchronize with both online and offline folders, we STRONGLY recommend that you
configure Outlook to synchronize all folders when you exit. This will prevent you from synchronizing
with an out of date set of offline folders. To enable folders for offline use and then set up the automatic
synchronization when exiting Outlook, follow these steps:
Outlook 2003 users:
1. Start Outlook and connect to the Exchange Server.
2. Click Tools | Send/Receive | Send/Receive Settings, and click Define Send/Receive Groups.
3. On the Send/Receive Groups screen, under Setting for group..., select "Perform an automatic
send/receive when exiting." This will synchronize your offline folders upon exiting.
4. On the Send/Receive Group screen, click on a Send/Receive group containing an Exchange
Server account (i.e. All Accounts), and click the Edit button.
5. Under Accounts, select your Exchange Server account (i.e. Mailbox).
6. Checkmark the PocketMirror folder and its subfolder and any other folders you created to
synchronize with the handheld.
7. Click OK.

Outlook XP/2002 users:

1. Start Outlook and connect to the Exchange Server.
2. Click Tools/Send/Receive Settings, and click Define Send/Receive Groups.

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3. On the Send/Receive Groups screen, under Setting for group..., select "Perform an automatic
send/receive when exiting." This will synchronize your offline folders upon exiting.
4. On the Send/Receive Group screen, click on a Send/Receive group containing an Exchange
Server account (i.e. All Accounts), and click the Edit button.
5. Under Accounts, select your Exchange Server account (i.e. Mailbox).
6. Checkmark the PocketMirror folder and its subfolder and any other folders you created to
synchronize with the handheld.
7. Click OK.

Outlook 2000 users:

1. Start Outlook and connect to the Exchange Server.
2. If you have not previously synchronized to this profile, do so now.
3. Display the folder list by selecting View | Folder List from the menu.
4. Right click on the PocketMirror folder and select Properties.
5. Click on the Synchronization tab and make sure the When online or offline radio button is
selected.
6. Click OK.
7. Right click on the Conflicts subfolder under the PocketMirror folder and select Properties.
8. Click on the Synchronization tab and make sure the When online or offline radio button is
selected.
9. Click OK.
10. Click Tools | Options.
11. Click on the Mail Services tab.
12. Check the When online, synchronize all folders upon exiting box.
13. Click on the OK button.

Viewing the Outlook Folder List

To display the Folder List, in Outlook 2000 and 2002, click on View | Folder List. To display the
Folder List, in Outlook 2003, click on Go | Folder List. A sample of a Folder List view is shown
below.
Outlook 2002 and below Outlook 2003

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Resolving Conflicts Between Outlook and Your

Handheld

A conflict occurs if you disconnect the handheld or if you have the Sync Mode in ActiveSync set to
Manually, then, make a different change to the same record in Outlook and the handheld and sync. A
message appears in ActiveSync stating one or more items could not be synchronized. To resolve the
item(s), perform the following steps:
1. Click on the "Resolve Items…" link in the ActiveSync window.
2. The Resolve Conflict window appears. Under the Action column, for each record listed, choose
from the following three options:
Have the change in Outlook replace the change made in the handheld
Have the change in the handheld replace the change made in Outlook
Skip the record and leave it unresolved.
3. Click Synchronize.

Conflicting Edits

When using offline folders, a conflict can be created by Outlook if an item is edited in the Exchange
Server Mailbox (while you were not connected) and in the offline folders. When you connect to
Exchange, the conflicting item has a crossed swords icon.

To resolve the conflict, double-click on the item to open a special conflict resolution dialog. A quick
way to find all your conflicting items is to switch to a table view in Outlook, such as By Category. To do
this in Outlook 2000 and 2002, click on View | Current View | By Category. Next, click on the folded
page icon in the header to sort the items by icon. To do this in Outlook 2003, click on View | Arrange

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By | Current View | By Category. Next, click on the folded page icon in the header to sort the items by
icon. This shows all the crossed swords grouped together.
To minimize the creation of conflicts, you should configure Outlook to synchronize all offline folders
when exiting.

How Do I Synchronize My Outlook Subfolders with

PocketMirror Professional?

To synchronize your Outlook subfolders, perform the following steps:

1. Open Microsoft® ActiveSync (Start | Programs | Microsoft ActiveSync).
2. Double-click any of the PocketMirror conduits. The PocketMirror Professional Folder Settings
screen appears.
3. Click the Add Folder… button. The Add Folder Wizard opens.
4. Choose the Outlook subfolder you want to synchronize. You may only select an Outlook folder
that is not already linked to a handheld folder. The folders you may select are in bold text.
5. Select a name for the new handheld folder. You may use the default name, which is identical to
the name of the selected Outlook folder with an asterisk (*) at the end, or you may create your own.
Folder names may contain up to 253 characters and they must include an asterisk (*) either at the
beginning or the end of the name. The asterisk indicates a handheld folder name instead of a
category name. Click Next.
6. View the Folder Settings Summary.
7. Click Finish.
8. Click OK to close Folder Settings.
9. Synchronize.
Now, you may view the folder(s) on your handheld.

How Do I Synchronize My Outlook Public Folders

with PocketMirror Professional?

To synchronize your Outlook public folders using PocketMirror Professional, perform the following
steps:
1. Open Microsoft® ActiveSync (Start | Programs | Microsoft ActiveSync).
2. Double-click any of the PocketMirror conduits. The PocketMirror Professional Folder
Settings screen appears.
3. Click the Add Folder… button. The Add Folder Wizard opens.
4. Choose the Outlook public folder you want to synchronize. You may only select an Outlook
folder that is not already linked to a handheld folder. The folders you may select are in bold
text.

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5. Select a name for the new handheld folder. You may use the default name, which is identical
to the name of the selected Outlook folder with an asterisk (*) at the end, or you may create
your own. Folder names may contain up to 253 characters and they must include an asterisk (*)
either at the beginning or the end of the name. The asterisk indicates a handheld folder name
instead of a category name. Click Next.
6. View the Folder Settings Summary.
7. Click Finish.
8. Click OK to close Folder Settings.
9. Synchronize.

Frequently Asked Questions

Check our Web site for the latest FAQs at http://www.chapura.com/support.html. Our technical support
team has an extensive collection of solutions to common issues our users experience. Our online
knowledge base is searchable and available anytime.

Technical Support

For technical support options please visit the support section of our Web site at www.chapura.com.

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