Microsoft OneNote Mobile for iPhone

Product Guide
January 13, 2011

Table of Contents
Mi cr o s o ft On e N ot e Mo bi l e f o r i Ph on e P r odu ct Gu i de ..................................................... 1 Overview............................................................................................................................. 3 Microsoft OneNote Mobile At-a-Glance .................................................................................... 3 Capture notes on-the-go .................................................................................................... 3 Access and organize notes from anywhere ............................................................................ 3 Getting Started with Microsoft OneNote Mobile......................................................................... 4 Install OneNote Mobile on your device.................................................................................. 4 Run OneNote Mobile for the first time .................................................................................. 4 A Closer Look ...................................................................................................................... 6 Capture information with ease ............................................................................................ 6 Access and organize your notes from any computer ............................................................. 10 Typical uses for OneNote Mobile ........................................................................................... 13 OneNote Mobile for shopping lists ...................................................................................... 13 OneNote Mobile for to-do lists ........................................................................................... 13 OneNote Mobile for travel planning .................................................................................... 14 OneNote Mobile for class or meeting notes ......................................................................... 15 Appendix 1: Detailed Installation Instructions ........................................................................ 16 Install OneNote Mobile on your device ................................................................................ 16 Run OneNote Mobile for the first time ................................................................................ 16 Appendix 2: Frequently Asked Questions ............................................................................... 18 Appendix 3: Disclosures ...................................................................................................... 19

http://office.microsoft.com/onenote/

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Overview
Microsoft® OneNote® Mobile is an easy note-taking program for all of your ideas, brought to you by Microsoft Office. Use OneNote Mobile to create and view notes and lists on your iPhone1. Your notes are synced with the free Windows Live® SkyDrive® online storage service2 so that you can access and edit them from virtually anywhere with your phone, PC, or almost any web browser. 3 Likewise, OneNote Mobile lets you view and edit notes you have created on your PC or Mac and synced online.

Microsoft OneNote Mobile At-a-Glance
OneNote Mobile was designed to bring OneNote note-taking to the iPhone so that you can:

Capture notes on-the-go
Create notes on your iPhone and include bulleted lists, check lists, and pictures. Quickly find recently viewed notes, and never worry about remembering to save because OneNote Mobile does it for you.

Access and organize notes from anywhere
Use the free OneNote Web App on Windows Live SkyDrive to create, edit, and organize notes, all from a supported browser on your PC or Mac. Then continue to access and edit your notes while you are mobile from your iPhone.

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OneNote Mobile works on an iPhone or iPod touch with iOS 4.2 or above. Requires a free Windows Live ID to save and access notes via Windows Live SkyDrive. 3 The OneNote Web App requires an appropriate device, Internet connection, supported Windows® Internet Explorer®, Safari, or Firefox browser, and a free Windows Live ID (for personal use). http://office.microsoft.com/onenote/ 3

Getting Started with Microsoft OneNote Mobile
This section provides an overview of how to set up OneNote Mobile on your iPhone and how to set up your online storage for your notes on Windows Live SkyDrive. For details, see Appendix 1: Detailed Installation Instructions.

Install OneNote Mobile on your device
Access the App Store from your device by tapping App Store button on the home screen. Once in the App Store, you can search for OneNote and then install OneNote Mobile.

Run OneNote Mobile for the first time
Open OneNote Mobile by tapping the OneNote icon on the desktop. The first time you run OneNote Mobile, the sign-in screen comes up, as shown in Figure 1: OneNote Mobile Sign-in Screen. When you open OneNote Mobile for the first time, you will be asked to sign in. This will enable your notes to be synced online, so that they are automatically backed up and so that you can access them from virtually anywhere on a PC or Mac. More specifically, your notes will be synced with Windows Live SkyDrive, Microsoft’s free online storage for files, documents and photos. All you need is a Windows Live ID, which is a username and password that provides you access to Windows Live SkyDrive. A Windows Live ID looks like an e-mail address. You may already have a Windows Live ID, for example if you already have files or photos in Windows Live SkyDrive, if you have a Hotmail account (someone@hotmail.com), an MSN account (someone@msn.com), an Xbox Live account, or a Zune pass, or if you use Windows Live Messenger. You can either create a new Windows Live ID or you can use your existing Windows Live ID. Get a Windows Live ID Follow the steps on the screen after tapping Get a Windows Live ID when you first open OneNote Mobile. OneNote Mobile will guide you through the simple steps. Sign in with your existing Windows Live ID Enter your Windows Live ID and password and tap Sign In.

Figure 1: OneNote Mobile Sign-in Screen

http://office.microsoft.com/onenote/

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Tip: Access your notes from a PC or Mac You can quickly access your notes on Windows Live SkyDrive. 1. In your browser on your PC or Mac, open http://office.live.com and then login using your Windows Live ID and password. 2. Click on the OneNote notebook file named Personal (Web) under “Recent documents on SkyDrive.” Now you can use the OneNote Web App to view and update your notes. Learn more in the section entitled Edit your notes from a computer.

http://office.microsoft.com/onenote/

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A Closer Look
Now that OneNote Mobile is installed and you’re signed in, you can explore the features that make OneNote Mobile a natural choice for iPhone users who want to create notes and lists wherever they happen to be.

Capture information with ease
Quickly compose notes and lists by just tapping and typing. You can be productive with OneNote Mobile in just a matter of minutes. Compose notes fast with Quick Note Tap Quick Note, and start typing. Add bullets to text to keep the information neatly aligned (see Figure 3: Note with text and bullets). Insert check boxes for checklists, to-do lists, shopping lists, and more. Later, you can tap the check box next to an item to check it off your list (see Figure 2).

Figure 3: Note with text and bullets

Figure 2: Note with text and check boxes

Add pictures to your notes A picture is worth a thousand words. Use your iPhone’s built-in camera to insert photos into your notes. For example, Figure 4 shows a simple Quick Note with the addition of a photo that could help get the task accomplished faster; for example, an upholsterer could give a more specific quote after seeing a picture of the chair in question. Simply tap where you want the photo to appear and then tap the Camera option.

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Figure 4: Insert a photo with the Camera

If you already have photos on your iPhone and want to include them in your notes, simply tap where you want to include a photo, tap the Camera icon, choose Photo Library, then tap the photo you want to include. OneNote Mobile inserts the photo where your cursor was in the note you were composing, as shown in Figure 5.

Figure 5: Insert a photo from your iPhone

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Tap a photo in your note to view it in its own window. Use the pinch and flick gestures to zoom in or out on a specific part of the photo, as illustrated in Figure 6: Zoom in on a photo.

Figure 6: Zoom in on a photo

Pick up where you left off with Recently Viewed OneNote Mobile makes it easy to find the notes you recently added or edited. Just tap Recently Viewed from the OneNote Mobile home screen to find them. Don’t worry about saving No need to look for a Save button because OneNote Mobile saves your notes automatically. Just type your notes and lists and then get on with using your iPhone. Browse your notes Quick Notes are automatically saved in the default notebook called Personal (Web). You can also find them in Unfiled Notes. Tap Personal (Web) or Unfiled Notes, then tap the page you want to open, such as Ideas – fun things to do, as shown in Figure 7.

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Figure 7: Browse your notes

Tip: File your notes You can file and organize “Unfiled Notes” using OneNote Web App or OneNote 2010 on a computer. Learn more in the section Organize notebooks, sections and pages. Delete notes You can delete a note from your iPhone by finding the note, swiping your finger from left to right over the note you want to delete, and then tapping the Delete button that appears, as shown in Figure 8.

Figure 8: Delete a page

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Access and organize your notes from any computer
Notes taken with OneNote Mobile are automatically synced to your Windows Live SkyDrive account so that you can access them from a PC or Mac for further editing and organization. You can access your notes from a computer with the following steps: 1. Open your browser and browse to http://office.live.com, then log in with your Windows Live ID and password. 2. Click the OneNote file you want to open under “Recent documents on SkyDrive” (for example “Personal (Web)”), or you can click “My Documents” and then click on the OneNote notebook you want to open. Now you can use the OneNote Web App to view and update your notes. For example, Figure 9 shows the Personal (Web) notebook that was created with OneNote Mobile and automatically synced to Windows Live SkyDrive.

Figure 9: Windows Live SkyDrive

Edit your notes from a computer When you click a OneNote notebook on Windows Live SkyDrive, the notebook opens in the OneNote Web App. The OneNote Web App, which is available on the Windows Live SkyDrive Web site, is an online note-taking program you can use to access and edit your notes from any supported Windows® Internet Explorer®, Safari, or Firefox browser. Figure 10 shows a Personal (Web) notebook in the OneNote Web App on the Windows Live SkyDrive Web site.

http://office.microsoft.com/onenote/

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Figure 10: Page in OneNote Web App

The OneNote Web App adds text formatting options, tags so you can categorize and find sections of notes, and the ability to insert tables, pictures, clip art, and hyperlinks. And once you edit your notes in the OneNote Web App, those changes are automatically synced back to your connected iPhone. Note: In cases where the OneNote Web App has features that are not available in OneNote Mobile, plain text will be displayed. For example, you can change font types and sizes in the OneNote Web App that will not be rendered on the iPhone. Organize notebooks, sections, and pages Create new notebooks online, create or rearrange sections within notebooks, or create or rearrange pages within sections online on your Windows Live SkyDrive site. Simply choose to create a new OneNote notebook and give it a name. For example, you could create a new notebook called Work Notes, and another called Day-to-Day Notes, on the SkyDrive site and drag pages from the Unfiled Notes section of your Personal (Web) notebook into them. Then after syncing, the updates are reflected on your iPhone, as shown in Figure 11 where the new Work Notes and Day-to-Day Notes sections are included.
Figure 11: OneNote Mobile home after updates on SkyDrive

Once you have created new notebooks, you can add new notes in OneNote Mobile by: 1. Tapping the notebook, for example “Day-to-Day Notes” 2. Tapping on the section, for example “Home Improvement,” and 11

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then tapping the “+” button in the top right corner to open a new note. The new note will be saved in the “History” section of the “Day-to-Day Notes” notebook. Note: Never rename or delete the Personal (Web) notebook. It is needed to store “Unfiled Notes”. View, edit and organize notes with OneNote 2010 From the OneNote Web App, you can also open your notebook in OneNote 2010 on a PC. You can use all of the features in OneNote 2010 and then re-sync to your iPhone, even though advanced features in OneNote 2010 are not available in OneNote Mobile. For example, formatting changes will not be carried over from the OneNote Web App to OneNote Mobile. This transportability from iPhone to the Web to OneNote 2010 makes OneNote Mobile a natural when you want to work from anywhere – anytime.

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Typical uses for OneNote Mobile
OneNote Mobile makes it easy for iPhone users to access, edit and create notes when they are on the go. OneNote Mobile used together with the OneNote Web App and OneNote 2010 on the PC enable an endless variety of uses. For example, OneNote Mobile is great for shopping lists and to-do lists, preparing for travel, and class or meeting notes. OneNote Mobile is also great to collect ideas and track project notes, ad hoc personal or work information, activities to do someday, wish lifts, gift lists, and much more.

OneNote Mobile for shopping lists
Create notebooks, sections, and pages tailored to the stores that you frequent. Flag text with check boxes to indicate items you need to purchase and check off the boxes to show what you have already found. For example, you can create a page in OneNote Mobile entitled “Next visit to the store” that includes a check list of what you need along with photos to help clarify what you need. When you are done, OneNote Mobile syncs the list to Windows Live SkyDrive so that you can also update them from a computer.

Figure 12: Section for Shopping Lists

Figure 13: Page for Shopping List

Figure 14: OneNote Page on Windows Live SkyDrive

OneNote Mobile for to-do lists
Keep track of the things you need to do by combining text with bullets and check boxes. Simply tap the bulleted list or check box, type your text then keep going. When you use the check boxes you check off when items are completed. Include photos where a picture can provide more detailed information. Figure 17 shows the to-do list in Figures 15 and 16 posted to Windows SkyDrive and opened for editing in OneNote Web Access.

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Figure 15: To Do List in Progress

Figure 16: To Do List with Photo

Figure 17: OneNote Page on Windows Live SkyDrive

OneNote Mobile for travel planning
Use OneNote Mobile to prepare for trips by noting places you want to go, things you want to do, items you want to bring, and more. Sync with Windows Live SkyDrive and have one master notebook that you can refer to from virtually anywhere. Figures 19 and 20 show a section and a page in OneNote Mobile, and Figure 18 shows that same page online in the OneNote Web App.

Figure 19: Section for Planning a Trip

Figure 20: Page for Planning a Trip

Figure 18: Page in OneNote Web Access

You can also open that page in OneNote 2010 so you can take advantage of additional features in OneNote 2010, such as easily copying Web pages or screen clippings.

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OneNote Mobile for class or meeting notes
Create a notebook to pages to keep track of class notes, course information, reminders, and to-do lists. Take class notes with OneNote Web App or OneNote 2010 on your laptop, as illustrated in Figure 21. Use OneNote Mobile to review your notes before an exam or when you find yourself with some free time to study, as shown in Figures 22 and 23.

Figure 21: Class notes in OneNote Web App

Figure 22: Page for Class Notes

Figure 23: Section for School

Take notes during meetings using OneNote Mobile and refer back to them for follow up actions or key points raised. Include photos of whiteboard diagrams or presentation slides to give richer context to your notes.

http://office.microsoft.com/onenote/

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Appendix 1: Detailed Installation Instructions
This section details how to set up OneNote Mobile on your iPhone or iPod touch and how to set up your online storage for it on the Windows Live SkyDrive online service.

Install OneNote Mobile on your device
You can access the App Store from your device by tapping App Store on the home screen Once in the App Store, tap Search. Type “onenote” in the search box and then tap Search (see Figure 24: Search for OneNote Mobile in the App Store). The OneNote listing details program information and system requirements. After you have reviewed the information, tap the price at the top of the listing. After tapping the price, the button changes to “Install.” Tap Install and then follow the on-screen directions to install OneNote. Once OneNote Mobile has been installed you can open it by tapping the OneNote program icon on the home screen, as illustrated in Figure 25: OneNote Mobile on the home screen.
Figure 24: Search for OneNote Mobile in the App Store

Run OneNote Mobile for the first time
When you open OneNote Mobile for the first time, you will be asked to sign in. This will enable your notes to be synced online, so that they are automatically backed up and so that you can access them from virtually any PC or Mac. More specifically, your notes will be synced with Windows Live SkyDrive, Microsoft’s free online storage for files, documents and photos. All you need is a Windows Live ID, which is a username and password that provides you access to Windows Live SkyDrive. A Windows Live ID looks like an email address. You may already have a Windows Live ID, for example if you already have files or photos in Windows Live SkyDrive, if you have a Hotmail account (someone@hotmail.com), an MSN account (someone@msn.com), an Xbox Live account, or a Zune pass. You can either create a new Windows Live ID or you can use your existing Windows Live ID.

Figure 25: OneNote Mobile on the home screen

Get a Windows Live ID Follow these steps to set up a new Windows Live ID: http://office.microsoft.com/onenote/ 16

1. Open OneNote Mobile by tapping the OneNote icon (shown in Figure 25: OneNote Mobile on the home screen) on the home screen. 2. Tap Get a Windows Live ID. (If this device already has a Windows Live SkyDrive account associated with it, but you still want a new account anyway, tap Settings and then Sign Out first.) 3. The Windows Live ID window opens. Complete the form, being sure to tap Check Availability to make sure that your choice of a Live.com or Hotmail.com account is not already taken. 4. Tap I Accept to submit your request. 5. Tap OK on the account confirmation screen. 6. Tap Back to return to the login screen.
Figure 26: Request a Windows Live ID

7. On the login screen, type your new User Name in the Username box, such as “Henrik-Jensen@live.com,” then type your password in the Password box, and then tap Sign In. After you have signed in, OneNote Mobile is opened and future notes created will automatically be synced to this SkyDrive account.

Sign in with your existing Windows Live ID You can change the Windows Live ID associated with OneNote Mobile at any time by following these steps: 1. Open OneNote Mobile by tapping the OneNote icon (shown in Figure 1) on the home screen. 2. Tap Settings and then tap Sign Out. 3. On the login screen, type your User Name in the Username box, such as “HenrikJensen@live.com,” then type your password in the Password box, and then tap Sign In. After you have signed in, OneNote Mobile is opened and future notes created will automatically be synced to this SkyDrive account.

http://office.microsoft.com/onenote/

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Appendix 2: Frequently Asked Questions
1. What are the system requirements for OneNote Mobile for iPhone?      iPhone or iPod touch must have iOS 4.2 or above A free Windows Live ID is required to use OneNote Mobile (you can use an existing one or let OneNote Mobile help you sign up) Web functionality uses the free OneNote Web App which is available on Windows Live and requires a supported web browser OneNote Mobile opens notebooks created in Microsoft OneNote 2010 or the OneNote Web App Customizing section colors requires Microsoft OneNote 2010

2. How do I get Microsoft OneNote Mobile for iPhone? OneNote Mobile for iPhone is available on the App Store. Search for “OneNote” to find it. 3. Do I have to have a Windows Live account in order to use Microsoft OneNote Mobile for iPhone? Yes. You can use an existing Windows Live ID or let OneNote Mobile help you sign up for a new one. Windows Live IDs include @live.com and @hotmail.com accounts. 4. How can I get support for OneNote Mobile for iPhone? Free technical support for OneNote Mobile can be found by visiting Microsoft Answers at http://social.answers.microsoft.com/Forums/en-US/addonenote/threads?filter=answered

http://office.microsoft.com/onenote/

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Appendix 3: Disclosures
Available programs, features, and functionality may vary by device. Connectivity and synchronization may require separately purchased equipment and/or wireless products (e.g., Wi-Fi card, network software, server hardware, and/or redirector software). Service plans are required for Internet, Wi-Fi and phone access. Features and performance may vary by service provider and are subject to network limitations. See device manufacturer, service provider and/or corporate IT department for details. This document is provided “as-is.” Information and views expressed in this document, including URL and other Internet Web site references, may change without notice. You bear the risk of using it. Some examples depicted herein are provided for illustration only and are fictitious. No real association or connection is intended or should be inferred. This document does not provide you with any legal rights to any intellectual property in any Microsoft product. You may copy and use this document for your internal, reference purposes. © 2011 Microsoft Corp. All rights reserved.

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