How To Setup Guide

iPhone in Business
How-To Setup Guide for Users

iPhone 3G is ready for business. It supports Microsoft Exchange ActiveSync, delivering push email,
calendars, and contacts. And it gives mobile users secure access to corporate resources by supporting
a variety of virtual private network (VPN) technologies and secure wireless networks with WPA2 Enterprise
and 802.1X authentication. This guide provides step-by-step instructions for setting up access to these
services on iPhone.
Using This Guide

This guide can be used to create customized materials that support the deployment of iPhone within
your company. It’s organized by chapter and can be tailored to suit the needs of your users or the
specific technologies you support. In addition, custom entry fields are provided so that you can insert
your company’s server and account settings in each step. A customizable notes area at the bottom of
each page can be used to help guide your users along the way.
When customized, this guide serves as a quick reference for users who are setting up access to corporate
services on iPhone for the first time. It can be delivered to your users in print or PDF format, or it can be
hosted on your company’s internal support website.
Contents
Chapter 1 Microsoft Exchange ActiveSync Setup 3

Go to the Microsoft Exchange setup screen
Enter Exchange ActiveSync account and server information
Synchronize with Microsoft Exchange
Configure additional settings
Chapter 2 Virtual Private Network (VPN) Setup 8

Go to the network setup screen
Add a new L2TP VPN configuration
Add a new PPTP VPN configuration
Add a new Cisco IPSec VPN configuration
Connecting and disconnecting from VPN
Chapter 3 Wireless Network (Wi-Fi) Setup 17

Go to the Wi-Fi settings screen
Join a Wi-Fi network
Join a closed Wi-Fi network
Chapter 4 IMAP Email Setup 22

Go to the mail account settings
Enter account and server information
Configure incoming server information
Configure outgoing server information
Chapter 5 Configuration Profile and Certificate Installation 28

Install a configuration profile or certificate
Remove configuration profiles and certificates
Microsoft Exchange ActiveSync Setup
With support for Microsoft Exchange ActiveSync, you can wirelessly push company email, calendar
events, and contacts from Microsoft Exchange Server 2003 and 2007 to iPhone. To set up iPhone to
access your Exchange server, follow the steps in this chapter.
Go to the Microsoft Exchange setup screen
>>On the Home screen, tap Settings. >>Tap Mail, Contacts, Calendars. >>Tap Add Account. >>Tap Microsoft Exchange.

Enter Exchange ActiveSync account and server information
enter email here
enter domain here enter server here
enter username here
enter password here
enter description here
>>Username,
Enter your Email, Domain,
Password, and
>>Tap Next when you’re done. >>aIf dialog
Autodiscover* isn’t enabled,
will appear stating that
>>the
Enter your server information in
Server field and tap Next to
Description. The description the Autodiscover certificate could complete the setup.
field is automatically populated not be verified. Choose Accept to
with your email address but ignore the dialog and to continue
can be modified to include with the setup.
any description you’d like, for
*The Autodiscover service is a feature of Microsoft Exchange
example, “My Corporate Email.” Server 2007 that simplifies the setup and provisioning of
your mobile device by returning the required system settings
after you enter your email address and password. By default,
the Autodiscover service is enabled in Exchange 2007.

Synchronize with Microsoft Exchange
>>displays
When the setup is complete, iPhone
a list of data types to sync
>>Ifa passcode
your company enforces
policy, you’ll
>>Enter the passcode a second time
and tap Next.
with Exchange. Choose from the list be prompted to establish a
You are now configured to access
and tap Save to initiate the first sync. device passcode.
your corporate email, calendar, and
contacts. Proceed to the next step
to configure additional options.

>>Once your account is set up,

you can configure additional
>>list
Tap your account in the Account
to set account synchronization
>>Togo configure push behavior
back to Settings, and then
>>services
From here, you can turn off push
or set how frequently
settings and display options. options, such as the number of tap Fetch New Data. data is fetched from the Exchange
days to keep mail on your device. server when push is disabled.

Virtual Private Network (VPN) Setup
With support for virtual private networking (VPN), you can communicate private information securely
over a nonprivate network. You may need a VPN, for example, to access internal websites hosted on
your corporate intranet.
iPhone can connect to your company’s VPN using the L2TP, PPTP, or Cisco IPSec VPN protocols. VPN
on iPhone works over both Wi-Fi and cellular data network connections, and users can authenticate
via password, two-factor token, or digital certificate.
To set up iPhone to access your VPN, follow the steps in this chapter.
Go to the network setup screen
>>On the Home screen, tap Settings. >>Tap General. >>Tap Network. >>Configuration
Tap VPN. Then tap Add VPN
to get started.

Add a new L2TP VPN configuration
enter server here
enter account here
enter password here
>>before
Make sure L2TP is selected
proceeding.
>>Server: Enter the DNS name or IP
address of the VPN server you’re
>>Account: Enter your user name. >>Password:
Enter the password
or PIN of your VPN login account.
connecting to. Leave the Password field blank
escription: Enter a description
D
for RSA SecurID and CRYPTO-
that identifies this VPN configuration,
Card authentication or if you’re
for example “My VPN.”
required to enter the password
manually with every connection
attempt.

Add a new L2TP VPN configuration (continued)
enter secret here
>>ifRSAyou’re
SecurID: Turn on this option
using a RSA SecurID token.
>>Secret:
secret.
Enter the group’s shared >>Send
All Traffic: Turn off this
option to enable split tunneling.
>>your
Tap Save once you’ve entered all
information and settings.
Once enabled, the password field
is hidden.

Add a new PPTP VPN configuration
enter server here
enter account here
enter password here
>>before
Make sure PPTP is selected
proceeding.
Enter the password
Description: Enter a description
attempt.

Add a new PPTP VPN configuration (continued)
>>ifRSAyou’re
SecurID: Turn on this option
using a RSA SecurID token.
>>Encryption Level: Choose the
encryption level for your network.
>>Send
All Traffic: Turn off this
option to enable split tunneling.
>>your
Once enabled, the password field Auto is the default, which selects
is hidden. the highest encryption level
available.

Add a new Cisco IPSec VPN configuration
enter server here
enter account here
enter password here
>>before
Make sure IPSec is selected
proceeding.
Enter the password
attempt.

Add a new Cisco IPSec VPN configuration (continued)
enter group name
enter secret here
>>ifUseyourCertificate: Turn on this option

VPN uses a certificate for
>>Group
Name: Enter the name
of the group as defined on the
>>secret.
Secret: Enter the group’s shared >>your
authentication. When Use Certificate VPN server.
is on, the Group Name and Secret
fields are replaced with an Identity
field that lets you choose from a list
of installed identities.

Connecting and disconnecting from VPN
>>Now that you have configured your

iPhone for VPN, the VPN switch at
>>Future connections can also be
made with a single touch directly
the top of the VPN Configurations from the Settings menu. A VPN
list can be used to turn VPN on or off. badge is also placed in the status
Status shows network connection bar at the top of the screen, so you
and disconnection as well as the time always know when you’re connected
connected while active. to VPN services.

Wireless Network (Wi-Fi) Setup
iPhone can use local Wi-Fi networks to connect to the Internet. If no Wi-Fi networks are available or if
you’ve turned off Wi-Fi, iPhone connects to the Internet via your cellular data network, when available.
iPhone also supports WPA2 Enterprise with 802.1X authentication—the standard for enterprise Wi-Fi
network protection. These features help provide safe access to company information on iPhone.
For quick setup of iPhone for WPA2 Enterprise, security and authentication settings can be configured
using configuration profiles. For more information, see the chapter, “Configuration Profile and Certificate
Installation.”
To set up iPhone for Wi-Fi access, follow the steps in this chapter.
Go to the Wi-Fi settings screen
>>On the Home screen, tap Settings. >>Tap Wi-Fi. >>Make sure Wi-Fi is on. >>Choose the Wi-Fi network from
the list of the available networks.
Networks that require a password
appear with a lock icon.

Join a Wi-Fi network
enter password here
>>Ifandnecessary,
tap Join.
enter a password >>Your iPhone is now connected
to a Wi-Fi network. The Wi-Fi
>>Once you’ve joined a network
manually, iPhone automatically
icon in the status bar at the joins it whenever the network
top of the screen shows signal is in range. If more than one
strength. previously used network is in
range, iPhone joins the most
recently used network.

Join a closed Wi-Fi network
enter name here
enter username here
enter password here
>>Tonotjoin a closed Wi-Fi network (one

shown in the list of scanned
>>Enter the name of the closed
network. If the network requires
>>Tap the type of security the
network uses. Navigate back
>>Password.
Enter your Username and
networks), choose Wi-Fi > Other. a password, tap Security. to Other Network.
You must already know the network
name, password, and security type to
connect to a closed Wi-Fi network.

>>Topreviously
forget a network you’ve joined
so that iPhone doesn’t
>>Tap Forget this Network. >>Tap Forget Network to confirm. >>You can also set iPhone to ask if you
want to join new networks that are
join it automatically, choose Wi-Fi within range. Choose Wi-Fi and turn
and tap the blue advance arrow on or off Ask to Join Networks. If
next to that network. “Ask to Join Networks” is turned off,
you must manually join a network
to connect to the Internet when
a previously used or cellular data
network isn’t available.

IMAP Email Setup
iPhone provides a standards-based approach to email deployment. Typically, iPhone establishes direct
access to an IMAP-enabled server, which can be used, for example, to access mail on a Lotus Notes or
Novell GroupWise mail server.
You can configure multiple IMAP accounts on iPhone. Your service provider or system administrator can
provide the account settings you need.
To set up iPhone to access your corporate email via IMAP, follow the steps in this chapter.
Go to the mail account settings
>>On the Home screen, tap Settings. >>Tap Mail, Contacts, Calendars. >>Tap Add Account. >>Tap Other.
IMAP Email Setup

Enter account and server information
enter name here
enter address here
enter password here
>>example
Name: Enter your full name, for
“John Appleseed.”
>>Address:
address.
Enter your email >>Password: Enter your password. >>for
your account. This field is
automatically populated with
your email address but can be
modified to include any descrip-
tion you’d like, for example, “My
Corporate Email.”
>>Tap Save to advance.
IMAP Email Setup

Configure incoming server information
enter host name here
enter user name here
enter password here
>>before
Make sure IMAP is selected
proceeding.
>>mail
Host Name: Enter your primary
server, typically in the format
>>User Name: Enter your email
user name—typically the part
>>toPassword: Enter the password
access your email account.
“mail.company.com.” of your address that precedes
“@company.com.”
IMAP Email Setup

Configure outgoing server information
enter host name here
enter user name here
enter password here
>>outbound
Host Name: Enter your primary
SMTP server, typically
>>User Name: Enter your email
user name—typically the part
>>Password: Enter the password
to authenticate your account
>>Tap Save to complete the setup.
in the format “smtp.company.com.” of your address that precedes for sending email. This typically
“@company.com.” matches your password for
incoming email.
IMAP Email Setup

>>Once the account is validated,

the account settings screen is
>>Scroll to the bottom of the screen
and tap Advanced.
>>you
On the advanced settings screen,
can specifiy which server-side
displayed. folders are used to store your email
messages, how long to keep email
Although most users leave the
stored on your iPhone before it’s
default settings unchanged,
deleted, or define preferences for
you may want to adjust them.
authentication and SSL.
To access additional account
settings, tap the account in the Important: Mail on iPhone automatically detects the
server’s settings, including requirements for SSL, so
active accounts list. check with your administrator before adjusting any
of these settings.
IMAP Email Setup

Configuration Profile and
Certificate Installation
In an enterprise environment, you can set up accounts and other items on your iPhone by installing a
configuration profile. Configuration profiles allow system administrators to quickly set up your iPhone to
work with the information systems at your company, school, or organization. For example, a configuration
profile might set up your iPhone to access your Microsoft Exchange servers at work.
Configuration profiles can also contain certificates for secure access to your company’s network and
information. Both root and identity certificates can be installed independently of a configuration profile,
using the same basic installation process.
To install a configuration profile or certificate on your iPhone, follow the steps in this chapter.
Install a configuration profile or certificate
>>Using iPhone, open the email

provided by your administrator.
>>Alternatively, you can download
the configuration profile or
>>When the configuration profile
or certificate opens, verify that
>>asked
During installation, you may be
to enter certain information,
Tap the profile or certificate to certificate from the website you’ve received it from a trusted such as your Exchange account
open it. provided by your administrator. source. If it’s unsigned, check with password and other information as
Tap the profile or certificate your system administrator before required by the services included
to open it. proceeding with installation. in your configuration profile. Enter
passwords and other information
Once you’ve verified that it’s from
as requested.
a trusted source, tap Install.
Configuration Profile and Certificate Installation

Remove configuration profiles and certificates
>>The profile or certificate is now

installed on your device. Any
>>Settings provided by a configuration
profile can’t be altered. To change
services included in your profile these settings, first remove the con-
are now configured. Your configuration profile or install an updated
figuration profile or certificate is configuration profile provided by your
also listed in Settings > General administrator.
> Profile.
Important: Removing a configuration profile removes
policies and all of the email or Exchange account’s data
stored on the device, as well as VPN settings, certificates,
and other information associated with the profile.
Configuration Profile and Certificate Installation

© 2009 Apple Inc. All rights reserved. Apple, the Apple logo, and iPod are trademarks of Apple Inc., registered in the U.S. and other countries. iPhone is a
trademark of Apple Inc. Other company and product names mentioned herein may be trademarks of their respective companies. Mention of third-party
products is for informational purposes only and constitutes neither an endorsement nor a recommendation. Apple assumes no responsibility with regard
to the performance or use of these products. March 2009 L395957A

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iPhone in Business

How-To Setup Guide for Users

Using This Guide

Chapter 1 Microsoft Exchange ActiveSync Setup 3

Chapter 2 Virtual Private Network (VPN) Setup 8

Chapter 3 Wireless Network (Wi-Fi) Setup 17

Chapter 4 IMAP Email Setup 22

Chapter 5 Configuration Profile and Certificate Installation 28

Microsoft Exchange ActiveSync Setup

enter email here

enter domain here enter server here

enter username here

enter password here

enter description here

Microsoft Exchange ActiveSync Setup

Microsoft Exchange ActiveSync Setup

>>Once your account is set up,

Microsoft Exchange ActiveSync Setup

Virtual Private Network (VPN) Setup

enter description here

enter server here

enter account here

enter password here

Virtual Private Network (VPN) Setup

enter secret here

Virtual Private Network (VPN) Setup

enter description here

enter server here

enter account here

enter password here

Virtual Private Network (VPN) Setup

Virtual Private Network (VPN) Setup

enter description here

enter server here

enter account here

enter password here

Virtual Private Network (VPN) Setup

enter group name

enter secret here

>>ifUseyourCertificate: Turn on this option

Virtual Private Network (VPN) Setup

>>Now that you have configured your

Virtual Private Network (VPN) Setup

Wireless Network (Wi-Fi) Setup

enter password here

Wireless Network (Wi-Fi) Setup

enter name here

enter username here

enter password here

>>Tonotjoin a closed Wi-Fi network (one

Wireless Network (Wi-Fi) Setup

Wireless Network (Wi-Fi) Setup

IMAP Email Setup

enter name here

enter address here

enter password here

enter description here

>>Tap Save to advance.

IMAP Email Setup

enter host name here

enter user name here

enter password here