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iPhone in Business How-To Setup Guide for Users

iPhone is ready for business. It supports Microsoft Exchange ActiveSync, as well as standards-based services, delivering email, calendars, and contacts over the air. And it gives mobile users secure access to corporate resources through support for established VPN protocols and WPA2 Enterprise networks. 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. Its 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 companys server and account settings in each step. A notes area at the bottom of each page is available 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 them in print or PDF format, or it can be hosted on your companys internal support website.

August 2010

Contents
Chapter 1 iTunes Activation and backup Chapter 2 Microsoft Exchange ActiveSync Setup Go to the Microsoft Exchange setup screen Enter Exchange ActiveSync account and server information Synchronize with Microsoft Exchange Configure additional settings Chapter 3 Virtual Private Network (VPN) Setup Go to the network setup screen Add a new L2TP VPN setup Add a new PPTP VPN setup Add a new Cisco IPSec VPN setup Connecting and disconnecting from VPN Chapter 4 Wireless Network (Wi-Fi) Setup Go to the Wi-Fi settings screen Join a Wi-Fi network Join a closed Wi-Fi network Configure additional settings Chapter 5 Standards-Based Services (IMAP, LDAP, CalDAV, CardDAV) Go to the mail account settings Add a new IMAP mail setup Add a new LDAP directory setup Add a new CalDAV calendar setup Add a new CardDAV setup 25 20 11 6 4

Contents (continued)
Chapter 6 Configuration Profile and Certificate Installation Install a configuration profile or certificate Remove configuration profiles and certificates Chapter 7 Device Security Set Passcode Lock Enter a strong passcode Set up passcode requirements Erase data Resources 46 41 38

iTunes
iTunes plays an important role in the deployment of iPhone. A few key functions require iTunes, including device activation, installing software updates, and creating a backup for restoring or transferring user information.

Activation and backup

Activation Before you can make and receive calls, send text messages, or connect to the cellular network, you must first activate your line of service with your wireless carrier. Additionally, iPhone must be connected to iTunes via USB to activate the device. Simply connect an iPhone to a Mac or PC running iTunes, and within seconds, iPhone is activated and ready for use. Backup Using iTunes to back up iPhone settings is important if you need to restore a device. When iPhone is synced with iTunes, device settings are automatically backed up to the computer. Applications purchased from the App Store are copied to the iTunes Library. Once iPhone has been configured to sync with a particular computer, iTunes automatically makes a backup of the iPhone on that computer when synced. iTunes wont automatically back up an iPhone that isnt configured to sync with that computer.

iTunes Activation

Microsoft Exchange ActiveSync Setup


With support for Microsoft Exchange ActiveSync on iPhone, you can wirelessly push company email, calendar events, and contacts from Microsoft Exchange Server 2003, 2007, and 2010 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.

Microsoft Exchange ActiveSync Setup

Enter Exchange ActiveSync account and server information

Enter email here


Enter server here

Enter domain here Enter username here

Enter password here

Enter description here

> Enter your Email, Domain, Username, Password, and


Description. The description field is automatically populated with your email address, but can be modified to include any description youd like, for example, My Corporate Email. Tap Next when youre done.

enabled, you can > If Autodiscover is entering additional proceed without server information. If Autodiscover is not enabled, enter your server information in the Server field and tap Next to complete the setup.

Microsoft Exchange ActiveSync Setup

Synchronize with Microsoft Exchange

setup is complete, your company enforces > When the list of data types toiPhone > If passcode policy, youll displays a sync a with Exchange. Choose from the list and tap Save to initiate the first sync. be prompted to establish a device passcode.

and verify > Enter the passcodetap Next. it a second time, then You are now configured to access your corporate email, calendar, and contacts. Proceed to the next step to configure additional options.

Microsoft Exchange ActiveSync Setup

Configure additional settings

your account is set up, > Oncecan configure additional you settings and display options. Scroll down for a complete list of options.

your > Tapto set account in the Account list account synchronization options, such as the number of days to keep mail on your device, or which folders in your Exchange account youd like to receive push updates for.

> To configure push behavior go back to Mail, Contacts,


Calendars, and then tap Fetch New Data.

can turn > From here, youoff and setpush services on or how frequently data is fetched from the Exchange server when push is disabled.

Microsoft Exchange ActiveSync Setup

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Virtual Private Network (VPN) Setup


With support for virtual private networks (VPNs) on iPhone, you can access private information securely over a non private network. You may need a VPN, for example, to visit internal websites hosted on your corporate intranet. iPhone can connect to your companys VPN using Cisco IPSec, SSL VPN, L2TP, or PPTP. 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.

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Go to the network setup screen

Enter network here

> On the Home screen, tap Settings.

> Tap General.

> Tap Network.

down. Tap VPN. Then > ScrollVPN Configuration to tap Add get started.

Virtual Private Network (VPN) Setup

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Add a new L2TP VPN setup

Enter description here

Enter server here

Enter account here

Enter password here

> Make sure L2TP is selected before proceeding.


Description: Enter a description that identifies this VPN configuration, for example, My VPN.

> Server: Enter the DNS name or IP address of the VPN server youre
connecting to.

> Account: Enter your user name.

> Password: Enter the password or PIN of your VPN login account.
Leave the Password field blank for RSA SecurID and CRYPTOCard authentication or if youre required to enter the password manually with every connection attempt.

Virtual Private Network (VPN) Setup

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Add a new L2TP VPN setup (continued)

Enter secret here

> RSA SecurID: Turn on this option if youre using a RSA SecurID token.
Once enabled, the password field is hidden.

> Secret: Enter the groups shared secret.

> Send All Traffic: Turn off this option to enable split tunneling.

> Proxy: If applicable, enter the information for your proxy server
entered > Tap Save once youve settings. all your information and or the location of your proxy auto-configuration file.

Virtual Private Network (VPN) Setup

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Add a new PPTP VPN setup

Enter description here Enter server here Enter account here

Enter password here

> Make sure PPTP is selected before proceeding.


Description: Enter a description that identifies this VPN configuration, for example, My VPN.

> Server: Enter the DNS name or IP address of the VPN server youre
connecting to.

> Account: Enter your user name.

> Password: Enter the password or PIN of your VPN login account.
Leave the Password field blank for RSA SecurID and CRYPTOCard authentication or if youre required to enter the password manually with every connection attempt.

Virtual Private Network (VPN) Setup

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Add a new PPTP VPN setup (continued)

> RSA SecurID: Turn on this option if youre using a RSA SecurID token.
Once enabled, the password field is hidden.

Level: the > Encryptionlevel forChoosenetwork. encryption your Auto is the default, which selects the highest encryption level available.

> Send All Traffic: Turn off this option to enable split tunneling.

> Proxy: If applicable, enter the information for your proxy server
entered > Tap Save once youve settings. all your information and or the location of your proxy auto-configuration file.

Virtual Private Network (VPN) Setup

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Add a new Cisco IPSec VPN setup

Enter description here Enter server here Enter account here Enter password here

> Make sure IPSec is selected before proceeding.


Description: Enter a description that identifies this VPN configuration, for example, My VPN.

the server name or > Server: Enter the VPN server youre IP address of connecting to.

> Account: Enter your user name.

> Password: Enter the password or PIN of your VPN account.


Leave the Password field blank for RSA SecurID and CRYPTOCard authentication or if youre required to enter the password manually with every connection attempt.

Virtual Private Network (VPN) Setup

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Add a new Cisco IPSec VPN setup (continued)

Enter group name Enter secret here

option > Use Certificate: Turn on this for if your VPN uses a certificate authentication. When Use Certificate is on, the Group Name and Secret fields are replaced with a certificate menu that lets you choose from a list of installed identities.

Name: name > Groupgroup asEnter the on the of the defined VPN server.

> Secret: Enter the groups shared secret.

entered > Tap Save once youve settings. all your information and

> Proxy: If applicable, enter the information for your proxy server
or the location of your proxy auto-configuration file. Tap Save once youve entered all your information and settings.

Virtual Private Network (VPN) Setup

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Connecting and disconnecting from VPN

> Now that you have configured your iPhone for VPN, the VPN switch at
the top of the VPN Configurations list can be used to turn VPN on or off. Status shows network connection and disconnection as well as the time connected while active.

Virtual Private Network (VPN) Setup

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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 youve turned off Wi-Fi, iPhone connects to the Internet via your cellular data network, when available. iPhone also supports WPA2 Enterprise with 802.1X authenticationthe 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 Chapter 5, Configuration Profile and Certificate Installation. To set up iPhone for Wi-Fi access, follow the steps in this chapter.

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Go to the Wi-Fi settings screen

> On the Home screen, tap Settings.

> Tap Wi-Fi.

> Make sure Wi-Fi is on.

Wireless Network (Wi-Fi) Setup

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Join a Wi-Fi network

Enter password here

> If necessary, enter a password and tap Join.

iPhone is now connected > YourWi-Fi network. The Wi-Fi to a icon in the status bar at the top of the screen shows signal strength.

> Once youve joined a network manually, iPhone automatically


joins it whenever the network is in range. If more than one previously used network is in range, iPhone joins the most recently used network.

Wireless Network (Wi-Fi) Setup

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Join a closed Wi-Fi network

Enter name here


Enter username here

Enter password here

network (one > To join a closed Wi-Fiof scanned not shown in the list networks), choose Wi-Fi > Other. You must already know the network name, password, and security type to connect to a closed Wi-Fi network.

of the > Enter theIfnamenetworkclosed network. the requires a password, tap Security.

security the > Tap the type ofNavigate back network uses. to Other Network.

> Enter your Username and Password.

Wireless Network (Wi-Fi) Setup

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Configure additional settings

network youve joined > To forget aso that iPhone doesnt previously join it automatically, choose Wi-Fi and tap the blue advance arrow next to that network.

> Tap Forget this Network.

> Tap Forget Network to confirm.

also set you > You can join newiPhone to ask ifare want to networks that within range. Choose Wi-Fi and turn on or off Ask to Join Networks. If 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 isnt available.

Wireless Network (Wi-Fi) Setup

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Standards-Based Services (IMAP, LDAP, CalDAV, CardDAV)


iPhone supports standards-based servers for mail, calendar, and contacts integration. You can sync with IMAP mail servers and search the mail server from your iPhone. You can also get access to common CalDAVcompliant calendar servers like iCal Server, Oracle Beehive, Kerio, and Zimbra. CardDAV calendaring and CardDAV contacts protocols are supported on iPhone. You can also find colleagues fast by searching LDAP servers from either the Mail or Contacts app on your iPhone. To set up iPhone to access any of the above standards-based services, follow the steps in this chapter.

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Go to the Mail, Calendar, Contacts account settings

> On the Home screen, tap Settings.

> Tap Mail, Contacts, Calendars.

> Tap Add Account.

> Tap Other.

Standards-Based Services

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IMAP Mail Setup: Enter account and server information

Enter name here Enter address here

service > Select the from theyou want to configure list of options. To set up an IMAP account, tap Add Mail Account.

> Name: Enter your full name, for example, John Appleseed.

> Address: Enter your email address.

IMAP Mail Setup

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IMAP Mail Setup: Enter account and server information (continued)

Enter password here


Enter description here

> Password: Enter your password.

> Description: Enter a description for your account. This field is


automatically populated with your email address but can be modified to include any description youd like, for example, My Corporate Email.

> Tap Next to advance.

IMAP Mail Setup

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IMAP Mail Setup: Configure incoming server information

Enter host name here

Enter user name here

Enter password here

> Make sure IMAP is selected before proceeding.

Name: Enter your primary > Hostserver, typically in the format mail mail.company.com.

Name: Enter your > Username, typically theemail user part of your address that precedes @company.com.

Enter the password > Password:your email account. to access

IMAP Mail Setup

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IMAP Mail Setup: Configure outgoing server information

Enter host name here


Enter user name here
Enter password here

primary > Host Name: Enter your typically outbound SMTP server, in the format smtp.company.com.

Name: Enter your > Username, typically theemail user part of your address that precedes @company.com.

the > Password: Enteryour password to authenticate account for sending email. This typically matches your password for incoming email.

> Tap Save to complete the setup.

IMAP Mail Setup

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IMAP Mail Setup: Configure additional settings

the account is > Once services screenvalidated, the IMAP is displayed. Select the services you want to be active by turning them ON or OFF.

> Tap Account Info.

to the bottom > Scrolltap Advanced. of the screen > On the Advanced Settings screen, and you can specify which server-side folders are used to store your email messages, how long to keep email stored on your iPhone before its deleted, or define preferences for authentication and SSL.
Important: Mail on iPhone automatically detects the servers settings, including requirements for SSL, so check with your administrator before adjusting any of these settings.

> Tap Save.

Youll now see the active accounts listing screen. Tap the account you just set up.

IMAP Mail Setup

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LDAP Directory Setup: Enter account and server information

> To settoup a new service, navigate back the Mail, Contacts, and
Calendar settings menu and select Add Account. From the menu, select Other to configure standards-based services. To set up an LDAP directory account, select Add LDAP Account.

> Enter your Server address and User > If your company directory be Name and Password if required. The does not use SSL* you will
Description field is automatically populated with your LDAP server information but can be modified to include any description youd like, for example, My LDAP Directory. Tap Next when youre done. prompted with a message stating that iPhone cannot connect using SSL. Tap Continue to proceed with setup.
* SSL is a protocol used to encrypt data in transit. Before proceeding you should always verify that you are connecting to corporate services with the correct level of security for your organization.

LDAP Directory Setup

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LDAP Directory Setup: Enter account and server information (continued)

been > When the LDAP setup hasneed verified, most likely youll to enter LDAP search settings to your configuration. Tap Add Search Settings.

> Within Search Settings, add, your company settings for Base
Description, and Scope. The default search scope is Subtree.

entered your search > Once youve Save to complete the settings, tap setup. You are now configured to access your companys LDAP corporate directory. You can search the directory within the contacts application or auto-address outbound email messages.

LDAP Directory Setup

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CalDAV Calendar Setup: Enter account and server information

> To settoup a new service, navigate back the Mail, Contacts, and
Calendar settings menu and select Add Account. From the menu, select Other to configure standards-based services. To set up a CalDAV account, select Add CalDAV Account.

your Server address, > EnterName, and Password. The User Description field is automatically populated with your CalDAV server information but can be modified to include any description youd like, for example, My CalDAV Calendar. Tap Next when youre done.

> If your calendar server does not use SSL* you will be prompted
with a message stating that iPhone cannot connect using SSL. Tap Continue to proceed with setup.
*SSL is a protocol used to encrypt data in transit. Before proceeding you should always verify that you are connecting to corporate services with the correct level of security for your organization.

CalDAV Calendar Setup

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CalDAV Calendar Setup: Enter account and server information (continued)

account > Once thecomplete.is verified,have setup is You now access to your corporate CalDAV calendar on iPhone. To configure non-standard port settings, or to enable or disable SSL, tap Advanced Settings.

> On the Advanced Settings screen, you can specify port


configurations or account URLs for your CalDAV server. Check with your administrator before adjusting any of these settings.

CalDAV Calendar Setup

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CardDAV Setup: Enter account and server information

Enter server here


Enter user name here

Enter password here

> To settoup a new service, navigate back the Mail, Contacts, and
Calendar settings menu and select Add Account. From the menu, select Other to configure standards-based services. To set up a CardDAV account, select Add CardDAV Account.

your address, > EnterNameServerPassword. The , and User Description field is automatically populated with your CardDAV server information but can be modified to include any description youd like, for example, My CardDAV Calendar. Tap Next when youre done.

> If your contacts server does not use SSL* you will be prompted
with a message stating that iPhone cannot connect using SSL. Tap Continue to proceed with setup.
* SSL is a protocol used to encrypt data in transit. Before proceeding you should always verify that you are connecting to corporate services with the correct level of security for your organization.

CardDAV Setup

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CardDAV Setup: Enter account and server information (continued)

account > Once thecomplete.is verified, setup is You now have access to your corporate CardDAV calendar on iPhone. To configure non-standard port settings, or to enable or disable SSL, tap Advanced Settings.

> On the Advanced Settings screen, you can specify port


configurations or account URLs for your CardDAV server. Check with your administrator before adjusting any of these settings.

CardDAV Setup

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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 companys 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.

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Install a configuration profile or certificate

> Using iPhone, open the email provided by your administrator.


Tap the profile or certificate to open it.

> Alternatively, you can download the configuration profile or


certificate from the website provided by your administrator. Tap the profile or certificate to open it.

profile or > When the configurationthat youve certificate opens, verify received it from a trusted source. If its unsigned, a red unsigned badge will be displayed next to the install button. Check with your system administrator before proceeding with installation. Once youve verified the profile is from a trusted source, tap Install.

you may > During installation,your Exchange be asked to enter account password and other information required by the services included in your configuration profile.

Configuration Profile and Certificate Installation

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Remove configuration profiles and certificates

> The profile or certificate is now installed on your device. Any


services included in your profile are now configured. Your configuration profile or certificate is also listed in Settings > General > Profile.

> Settings provided by a configuration profile cant be altered. To change


these settings, install an updated configuration profile provided by your administrator.
Important: Removing a configuration profile removes policies and all the email or Exchange account data stored on the device, as well as VPN settings, certificates, and other information associated with the profile.

Configuration Profile and Certificate Installation

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Device Security
The security features and capabilities built into iPhone provide a secure mobile computing platform for business. In this section, youll learn ways to harden the device using passcodes to help prevent unauthorized access. A device passcode is the first line of defense and prevents unauthorized users from accessing data stored on iPhone or otherwise gaining access to the device. iPhone allows you to select from an extensive set of passcode requirements to meet your security needs, including timeout periods, passcode strength (complexity), and how often the passcode must be changed.

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Set Passcode Lock

> From the Home screen, tap Settings.

> From the Settings screen, tap General.

> From the General screen, tap Passcode Lock.

Passcode Lock screen, turn > On the Passcode choice to OFF. Simple of > At the topOn.the screen, tap Turn Passcode

Note: A simple passcode is a 4-digit number. For heightened security, use a strong passcode containing a combination of letters and numbers.

Device Security

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Enter a strong passcode

> Enter a strong passcode using any number of alphanumeric


characters. Tap Next when you are done.

> Reenter your your passcode, then tap Done.

Device Security

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Set up passcode requirements

> On the Passcode Lock screen, tap Require Passcode.

security, select > For the strongest shorter times are Immediately, as more secure. Tap Passcode Lock, then tap General on the Passcode Lock screen.

> On the General screen, tap Auto-Lock.

> On the Auto-Lock screen, for the strongest security, select


1 minute.

Device Security

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Erase data using local wipe

Lock screen, > On the Passcodeon. When turn Erase Data Passcode Lock is on, all data on your iPhone will erase after 10 failed passcode attempts as an additional security measure.

Device Security

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Resources

AppleCare Protection Plan for iPhone. iPhone comes with 90 days of complimentary technical support and a year of hardware repair coverage through its limited warranty. The AppleCare Protection Plan for iPhone extends that coverage to two years from the original iPhone purchase date. End users can contact Applethe people who know iPhone bestfor technical support and convenient repair options. Technical support includes iOS, Apple-branded iPhone applications, such as iTunes, Safari, Calendar, Mail, and Remote, and connecting to wireless networks. www.apple.com/support/products/iphone.html AppleCare Help Desk Support. Access the backup expertise your frontline technology staff requires when deploying iPhone and iOS in your organization. Youll get priority access to Apples senior technical support staff for help with iOS, iPhone and iPad hardware, and Apple-branded applications, including iPhone Configuration Utility. www.apple.com/support/products/enterprise/help.html AppleCare OS Support Plan. Get the IT departmentlevel support you need when deploying iPhone and iOS in your organization. Covers phone and email support for advanced integration and migration issues. There are three plans to choose from, and all include the benefits of AppleCare Help Desk Support. Additional features may include one-hour response times 24 hours a day, an onsite visit by an Apple technical support engineer, and a technical account manager assigned to your organization. www.apple.com/support/products/enterprise/server.html iPhone Direct Service Program. The iPhone Direct Service Program provides access to Apples online Global Service Exchange system, enabling organizations to save time by directly ordering a replacement iPhone or in-box accessory. Check with your Apple Account Executive to find out if you qualify. www.apple.com/support/programs/ids

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Resources

Here are some helpful links to more information about iPhone in Business on Apple.com. iPhone general support. Download the iPhone User Guide (revised with each software update), a great resource for getting started with iPhone, complete with support articles and videos. Also see the iPhone Troubleshooting Assistant, which will help you resolve common iPhone issues and create FAQs for your users. www.apple.com/support/iphone iPhone enterprise support. Download the Enterprise Deployment Guide and learn how to integrate iPhone with your enterprise systems. Get the iPhone Configuration Utility and view enterprise-related support topics and Knowledge Base articles. www.apple.com/support/iphone/enterprise iPhone in Business information. Find more information about iPhone in Business, including business features, integration and deployment, business apps from the App Store, and customer profiles. www.apple.com/iphone/business Business apps from the App Store. There are thousands of applications on the App Store that are changing the way people work. From individual productivity apps that help you get organized to apps that help you travel smarter and enterprise-class apps that offer mobile access to core business data, there are unlimited possibilities for business users. Find out more about business apps on the App Store. www.apple.com/iphone/business/apps iPhone Developer Enterprise Program: In-house application development. Mobilize your enterprise with custom apps on iPhone. Join the iPhone Developer Enterprise Program and get access to a wealth of technical resources and information on developing innovative applications for iPhone. Learn more about the developer program on the Apple Developer Connection website. http://developer.apple.com/programs/iphone/enterprise/

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2010 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. August 2010