Active Sync Devices: Procedures and Policies

Transcription

1 Active Sync Configuration: ipad Active Sync Devices: Procedures and Policies November

2 Active Sync Configuration: TABLE OF CONTENTS Activation Procedures 3 Security Policy: Overview 3 Active Sync Configuration 4 19 ipad 4 9 iphone DROID Procedures for lost/stolen device 20 Frequently Asked Questions

3 Active Sync Configuration: Activation Procedures 1. Review the security policies that will automatically be applied to your device including: A 6 character password is required to use your device exception is incoming phone calls and Emergency (911) calls If device is lost or stolen, a poison pill will be deployed. All data on your device, including personal items (pictures, music, etc), will be wiped from your device. 2. If you choose to synchronize your calendar and contacts, any existing calendar and contact information on your device will be replaced with data from your OWA/Outlook account. If you wish to keep the calendar and contact information that is already on your device, synchronize your Mail only. 3. Follow instructions to configure active sync for your device. If you need assistance, please contact LiveOffice at Security Policy The following security policies will automatically be applied to your device: Requires manual synch when roaming Allows Desktop sync Device Settings Allow SMS (Text Messaging) for non business related/personal communication only Password Required must meet the following criteria: At least 6 characters Security timeout after 30 minutes Maximum password attempts: 10 After 10 failed attempts, your device will automatically be wiped out [refer to procedures for lost/stolen device] New password required every 90 days Allow MMS (Instant Messaging) for non business related/personal communication only Allow public services: Yahoo, Google, etc DO NOT allow unsigned applications DO NOT allow unsigned installation packages Allow Pop/IMAP BB Encryption Settings Misc DO NOT allow Storage Card Device Encryption Enabled Allow camera Allow WIFI Allow HTML Allow browser Allow consumer Allow remote desktop Allow internet sharing Allow bluetooth - 3 -

4 Active Sync Configuration: ipad Active Sync Configuration: ipad - 4 -

5 Active Sync Configuration: ipad 1 At your Home Page, tap the Settings option Click on Settings 2 Your Settings page will appear.» Select Mail, Contacts, Calendars from your menu options - 5 -

6 Active Sync Configuration: ipad 3 Add an Account: A list of types of accounts will be displayed» Select Microsoft Exchange Select Exchange» If you already have other accounts set up, select Add Account» If an Exchange account already exists, the following message will appear

7 Active Sync Configuration: ipad 4 Enter your Exchange account information. Then click the Next button at the top. 1. Type your address [jsmith@jhnetwork.com] 2. Domain Leave blank 3. Username Type the Log In ID that is used to access your account 4. Password Type the password that is used to access your account 5. Description This defaults to your address you can change this. Then select Next Enter your Exchange account information 5 Verifying information: Your device will now try to locate your Exchange Server using Microsoft's Autodiscovery service. This can take up to 5 minutes on slow networks or if autodiscovery is not supported on device Header will show a status of Verifying - 7 -

8 Active Sync Configuration: ipad 6 Validation complete. Once the validation and configuration process is complete, your screen will show Exchange at the header again.» Server field should now be populated with exchange.liveoffice.com» Domain field is optional: Leave blank. If required, type exchhosting.com» Click the Next button Header will now show Exchange again Click the Next button Auto populated with exchange.liveoffe.com 7 Your Exchange Account page will appear. By default, the ipad will synchronize all three data types (Mail, Contacts, and Calendars). You can turn off any one of these.» Click the Save button Click the Save button - 8 -

9 Active Sync Configuration: ipad 7 Validation complete. Once the validation and configuration process is complete, your screen will show Exchange at the header again. Click the Next button Header will now show Exchange again. Click the Next button 8 A password is required for the device the following message will appear.» Click the Continue button to change your password now New Passcode Required. The Account johndoe@domain.com will start receiving new data again when a new passcode has been set. Press Continue to change your Passcode now 9 Create your password: Must be a minimum of 6 characters - 9 -

10 Active Sync Configuration: iphone Active Sync Configuration: iphone

11 Active Sync Configuration: iphone 1 From the home screen of your iphone, select Settings icon 2 Tap Mail, Contacts, Calendars 3 Tap Add Account 4 Tap Exchange 5 Enter your Exchange account information. Then click the Next button at the top. Type your address [jsmith@jhnetwork.com] Domain Leave blank Username Type the Log In ID that is used to access your account Password Type the password that is used to access your account Description This defaults to your address you can change this

12 Active Sync Configuration: iphone 6 Your device will now try to locate your Exchange Server using Microsoft's Autodiscovery service. If it cannot locate the server, you will see the screen below. Otherwise, go to 8» Tap Accept when you see a screen the following screen» Enter exchange 7 The following screen is displayed» Enter exchange.liveoffice.com in the Server field» Tap Next 8 If successful, you will see Exchange account verified and will be prompted for which data to synchronize. By default, the device will synchronize all three data types (Mail, Contacts, and Calendars).» Set the items you want synchronized to ON» Select Save Warning! Any existing calendar and contact information on the iphone will be replaced with data from the Exchange server if you choose to synchronize your calendar and contacts. If you wish to keep the calendar and contact information that is already on your iphone, synchronize your Mail only. 9 Press Sync» By default, only three days' worth of is synchronized

13 Active Sync Configuration: DROID Active Sync Configuration: DROID X 13

14 Active Sync Configuration: DROID 1 From the home screen, select the Applications tab (located on the bottom of the screen). Click here 2 The following screen appears. Select Mail

15 Active Sync Configuration: DROID 3 Choose a Mail Provider select Microsoft Exchange ActiveSync 4 Type your address and password. Then select Next Enter your address here Enter the password for your account Select NEXT once information is entered 5 If the following screen appears, verify your Exchange information. Select Next Your address [jsmith@jhnetwork.com] Domain exchhosting.com Username The Log In ID that is used to access your account Password The password that is used to access your account

16 Active Sync Configuration: DROID 6 1. If the following screen appears, verify your Exchange information: Address Your address [jsmith@jhnetwork.com] Server Address Type exchange.liveoffice.com Domain Type exchhosting.com Username The Log In ID that is used to access your account Password The password that is used to access your account NOTE: if the user@user.com does not work, replace sign with underscore sign (_) user_user.com 2. Secure Connectivity: You may see one or several of these options in your display make sure the following options are checked off: Secure Connection Encrypted SSL connection (see example below) Accept All SSL certificates 3. Select Next. If device is Motorola Droid A855, Go to s 7 10, otherwise, Go to

17 Active Sync Configuration: DROID 7 Select the Checking frequency dropdown. Select Instructions for Motorola Droid A855 8 Select Automatic (Push) as the desired frequency Select Instructions for Motorola Droid A

18 Active Sync Configuration: DROID 9 Touch the Amount to synchronize dropdown. Select Instructions for Motorola Droid A Select One day as the amount to synchronize Select Instructions for Motorola Droid A

19 Active Sync Configuration: DROID 11 Once the configuration is complete, you will see the Exchange Active Sync settings screen, and will be prompted for which data to synchronize.» By default, the device will synchronize all three data types (Mail, Contacts, and Calendars) the box is checked off to indicate synchronization» De select the items you do not want synchronized» Select Finish setup 12 Enter an account name and outgoing message name then touch Done. Instructions for Motorola Droid A

20 Active Sync Configuration: Procedures for Lost/Stolen Device Procedures for Lost or Stolen Device* If your wireless device is lost or stolen, it is important that you call your local Help Desk ( ) as soon as possible to start the notification process. The following actions will be taken:» JHFN Compliance and LiveOffice will be notified» Upon notification of lost or stolen devices, a remote deletion, also known as poison pill, allows a command to be sent to a specific Active Sync device, deleting all information (including personal data such as pictures, music, etc) stored on the device. *It is recommended that you back up your device on a regular basis 20

21 Active Sync Configuration: FAQs FREQUENTLY ASKED QUESTIONS Q: Will my calendar entries from OWA/Outlook migrate to my wireless device? A: Yes Q: Will all my s be synchronized to my wireless device? A: By default, only three days' worth of is synchronized. To synchronize more, go into Settings, then Mail, Contacts, Calendars, select your Exchange account, and tap on Mail days to sync. Q: Will there be any changes in procedures/policies? A: The procedures for BlackBerry devices will also be applied to Active Sync devices. Password protection requirement: a 6 character password must be entered if no activity within 30 minutes Instant Messaging limited to personal/non business communication Procedures for lost/stolen device: a poison pill deploy will automatically wipe out all data on your device Q: Will the password policy apply to my JHFN information only? A: No, the password requirement is set at the device level. A password is required to use your device exceptions to this are incoming phone calls and outgoing emergency (911) calls For assistance, please contact LiveOffice at