By default, all Exchange ActiveSync-related features are enabled. However, you can easily (and globally) disable AUTD. Additionally, you can disable users from using user-specified mobile carriers. Disabling user-specific carriers forces your users to only receive notifications that are sent through one of the mobile carriers you have configured in Exchange System Manager. For information about configuring mobile carriers, see Adding Carriers, later in this article.

Use Exchange System Manager to configure organization-wide options.

To configure organization-wide options:

1. In Exchange System Manager, expand Global Settings.
   
2. Right-click Mobile Services, and then select Properties.
   
3. In the Mobile Service Properties dialog box, on the General tab, under Exchange ActiveSync, enable or disable the global options that are appropriate for your organization (see the following figure):
   
   • Enable user initiated synchronization. Select this option to let users initiate synchronization of the data in their Exchange mailbox to their mobile device.
     
   • Enable up-to-date notifications. Select this option to let users use AUTD. With this option, your users can keep their Windows Mobile 2003 mobile devices up-to-date with information in their mailbox.
     
   • Enable notifications to user specified SMTP addresses. Select this option to let notifications be sent directly to the SMS address of the device, as specified by the user. If this check box is not selected, your users can only receive notifications that are sent through a mobile carrier that you have configured in Exchange System Manager.
     
     Mobile Services Properties dialog box
     

Besides the ability to configure Exchange ActiveSync settings globally, you can also enable and disable most of these settings on a per-user basis using Active Directory Users and Computers. You can use the Exchange Task Wizard to enable or disable these features for a group of your users.

Note:
The setting for enabling and disabling notifications to user-specified Simple Mail Transfer Protocol (SMTP) addresses only applies at the global level.

To configure settings for an individual user:

1. In Active Directory Users and Computers, open the <User Name>Properties dialog box of the user you want.
   
2. On the Exchange Features tab, under Mobile Services, select a feature, and then click Enable or Disable depending on the user (see the following figure).
   

   Note:
   If you disable User Initiated Synchronization, AUTD is also disabled for the user.

   Exchange Features tab in Active Directory Users and Computers
   

You can add specific mobile carriers that you want your users to use. Specifying mobile carriers can make it easier for your users to configure AUDT. Additionally, when used in conjunction with clearing the Enable notification to user specified SMTP addresses option, you can control the carriers to which your users connect.

Note:
After you configure your mobile carriers, your users can select a mobile carrier from the Service Provider Name drop-down list when configuring their devices for AUTD.

If you do not configure mobile carriers for your users, users that are configured with the Enable notification to user specified SMTP addresses option can specify a mobile carrier by entering the SMS address of their device. This address uses the same format as an SMTP address (for example, <PhoneNumber>@<MobileCarrier>).

Important:
Not all mobile carriers and devices support AUTD. One reason is because the mobile carrier and the device must specifically support the conversion of SMTP e-mail messages into SMS messages. For information about AUTD requirements, see Mobile Carrier Considerations and Compatible Devices, later in this article.

To create a new mobile carrier:

1. In Exchange System Manager, right-click Mobile Services, select New, and then select Mobile Carrier.
   
2. In the Properties dialog box, in the Name field, type a display name for the carrier. The name you use here is the name displayed on the mobile device.
   
3. In SMTP domain, type the SMTP domain being served by the carrier, for example, type tmomail.net if your carrier is T-Mobile (see the following figure).
   
   Creating a mobile carrier in Exchange System Manager
   

To maximize the usefulness of the AUTD feature, you should configure it to keep your data "always up to date" 24 hours a day, 7 days a week. This configuration is appropriate for most mobile device users. However, you should be aware that using the AUTD feature during periods of extremely heavy e-mail message traffic may affect the battery life of your device, for example, if you receive 60 or more messages a day. Additionally, you may also be incurring costs associated with each time that you synchronize.

As an alternative to configuring AUTD to keep your data synchronized 24 hours a day, 7 days a week, you can use the peak and off-peak time settings to configure your device for optimal synchronization management. For example, consider using AUTD during periods of low e-mail message activity (off-peak time) and using scheduled synchronization (every 15?30 minutes is best) during periods of high e-mail message activity (peak time). With this configuration, your data is kept up-to-date with the least amount of effort and the lowest impact to your device and connection plan.

Because AUTD uses SMS messages to automatically trigger synchronization, it is highly recommended that your wireless plan include unlimited incoming SMS messages. Although many plans include unlimited incoming SMS messages, if your plan does not, you may be charged for each SMS message received. For additional details, contact your wireless service provider.

Important:
Not all mobile carriers support AUTD. Before you try to configure your device, confirm that your mobile carrier supports AUTD.

AUTD is compatible with Pocket PC Phone Edition devices and Smartphones running either Windows Mobile 2003 software or Windows Mobile 2003 Second Edition software.

Before you set up a mobile device, make sure you meet the following requirements:

• Contact your wireless service provider and confirm that they can convert inbound SMTP e-mail messages into SMS messages. If they cannot, AUTD is not available to you. If they can perform the conversion, you should ask them what your SMS address is because you need it to configure your device.
  
• Have a Pocket PC Phone Edition device or Smartphone running either Windows Mobile 2003 software or Windows Mobile 2003 Second Edition software. For information about upgrading a Smartphone, contact your Smartphone dealer.
  
• Have ActiveSync 3.7.1 or later installed on your computer. To download the latest version of ActiveSync, see Downloads and Applications on the Windows Mobile site.
  

Important:
Not all mobile carriers support AUTD. Before you try to configure your device, confirm that your mobile carrier supports AUTD.

To configure your Pocket PC Phone Edition device:

1. Set up a data connection for your device, either General Packet Radio Service (GPRS) or dial-up. For more information, see Help and How-to on the Windows Mobile site.
   
2. Set up the mobile device to synchronize with the correct server running Exchange ActiveSync (see the following figure). For more information, see Help and How-to on the Windows Mobile site.
   
   Server Synchronization Options screen on a Pocket PC
   
3. Start ActiveSync and manually synchronize your device. If you used desktop pass-through, remove your device from the cradle now.
   
4. If your server and account support AUTD, your device prompts you to start using AUTD (see the following figure).
   
   Always Up-to-date pop-up bubble
   
   If the ActiveSync bubble comes up, click Yes and move on to Step 6. If you do not see the bubble, proceed with Step 5.
   
5. Check that the mobile device is enabled for AUTD. To do so, click Start, click ActiveSync, click Tools, click Options, and then click Mobile Schedule. Click one of the synchronization frequencies for peak or off-peak times. If your device is enabled for AUTD, you should see the option When new items arrive (see the following figure).
   
   Mobile Schedule screen, When new items arrive
   

   Note:

   If you do not see When new items arrive, your device may not support AUTD. However, if you are sure your device does support AUTD, confirm that you have synchronized successfully to a server running Exchange ActiveSync and that you meet the requirements listed in Requirements, later in this article. Then, try restarting the device and repeat the previous steps. If you still do not see When new items arrive, contact your system administrator. If you are a system administrator, see "Troubleshooting" later in this article.

6. In the Mobile Schedule screen, specify how frequently you want the device to synchronize during peak times and off-peak times (see the following figure).
   

   Note:
   The default Peak Times setting is 8:00 A.M. to 6:00 P.M. To learn how to customize the Peak Times setting, see Step 7.

   Mobile Schedule screen, recommended settings for a heavy e-mail user
   
   You can configure the following options:
   
   • Use During peak times, sync and During off-peak times, sync to specify how often you want your device to synchronize during peak times and off-peak times.
     To enable AUTD, select When new items arrive.
     To specify a synchronization interval in minutes, select an interval in minutes.
     

     Note:
     For more information about configuring these settings, see "Synchronization Schedules."

   • Select Sync outgoing items as they are sent to force thedevice to synchronize after you have composed e-mail messages or marked items to be downloaded. This option works even if the device is not configured for AUTD.
     
   • Set When roaming, sync to Manually to control costs by disabling automatic synchronization when you are roaming. You can tell if your device is roaming by tapping the connectivity icon at the top right; if a triangle is shown in the connectivity bubble, your device is roaming. Mobile devices are determined to be roaming based on your wireless service plan and your wireless service provider's billing system. Therefore, being in roaming mode may not mean that your roaming connectivity is more expensive than in your home area. Refer to your calling plan to change this setting appropriately.
     

     Note:
     You may receive a prompt to configure your device address for AUTD. If so, see Step 9.

7. You can adjust the scheduling options to define your own peak times (when you receive a greater influx of mail). To make this adjustment, click Peak Times (see the following figure).
   
   Peak Times screen
   
8. Click OK. If you have never set up your device to use this feature, you receive a message letting you know that you need to provision your device address. Click OK.
   
9. In the Device Address screen, to specify how to address your device to synchronize new items as they arrive, do one of the following:
   

   Note:
   If you are not at the Device Address screen, click Start, click ActiveSync, click Tools, click Options, click Server, click Options, and then click Device Address.

   • Standard method. Click Corporate Service Provider, select your service provider from the drop-down list, and then enter your device's phone number into the Device Phone Number field (see the following figure).
     
     Device Address screen, Corporate Service Provider option
     

   Note:

   If you do not see your service provider in the list or if the Corporate Service Provider option is unavailable, try the following: Configure your device to manually synchronize (that is, disable AUTD), synchronize the device, re-enable AUTD, and then synchronize again. If this procedure does not expose your service provider, try clearing Inbox, Contacts, and Calendar to synchronize with the server, and then select them again. However, if you clear the Inbox, all synchronized data is deleted from the device. If you still don't see your service provider in the list, you need to manually enter your device SMS address by using the following alternative method instructions.

   • Alternative method. Manually enter your SMS address. Click Device SMS Address and enter your device's SMS address as shown in the following figure.
     Some examples of common SMS address formats include the following:
     Example phone number: (425) 555-0101
     T-Mobile: <1+area code+number+@tmomail.net>
     Example: 14255550101@tmomail.net
     AT&T Wireless: <area code+number+@mobile.att.net>
     Example: 4255550101@mobile.att.net
     
     Device Address screen, Device SMS Address
     
10. Click OK to close the Device Address screen. If you enabled your device to use AUTD currently, your device automatically provisions itself. When that succeeds, you have successfully configured your Pocket PC Phone Edition.
    

To change your device's SMS address:

1. Click Start, click ActiveSync, click Tools, click Options, click Server, and then click Options.
   
2. In the Server Synchronization Options screen, click Device Address (see the following figure). Then, follow the instructions beginning at Step 9 in the To Configure Your Pocket PC Phone Edition Device procedure.
   
   Server Synchronization Options screen, Device Address
   

To configure a mobile schedule for synchronization times

1. Click Start, click ActiveSync, click Tools, click Options, and then click Mobile Schedule (see the following figure).
   
   Setting your mobile schedule
   
2. Use the options to set your mobile synchronization schedule.
   

Important:
Not all mobile carriers support AUTD. Before you try to configure your device, confirm that your mobile carrier supports AUTD.

To configure your smartphone:

1. Set up a data connection for your device (GPRS or dial-up). For more information, see Help and How-to on the Windows Mobile site.
   
2. Set up your Smartphone to synchronize with Exchange ActiveSync by doing the following:
   
   1. Ensure that the Smartphone is configured to synchronize with a server. Select Start, select ActiveSync, select Menu, select Options, select Server Settings, select Inbox, and select the Sync Inbox with a server check box (see the following figure).
      
      Inbox Server Sync screen, Sync Inbox with a server
      
   2. Ensure that the device is set up to synchronize with the correct server running Exchange ActiveSync. Select Start, select ActiveSync, select Menu, select Options, select Server Settings, select Connection, and then enter the server name into the Server Name field (see the following figure).
      

      Note:
      You also need to enter your domain credentials.

      Connection screen, Specifying the server name
      
      For more information about configuring synchronization, see Help and How-to on the Windows Mobile site.
      
3. Start synchronization manually, and wait for it to complete. If you used desktop pass-through, remove your Smartphone from the cradle now.
   
4. If your server and account support AUTD, your device may ask you (with a pop-up balloon) whether you want to start using AUTD. If this occurs, click Yes and proceed to Step 6. If you do not see this pop-up balloon, proceed to Step 5.
   
5. Check that your device is enabled for AUTD. Select Start, select ActiveSync, select Menu, select Options, and then select Mobile Schedule. Select one of the synchronization frequencies for peak or off-peak times. If your account is enabled for AUTD, you see When new items arrive as one of the available options (see the following figure).
   
   Mobile Schedule screen, When new items arrive option
   

   Note:

   If you do not see the When new items arrive option, your device may not support AUTD. However, if you are sure your device does support AUTD, confirm that you have synchronized successfully to a server running Exchange ActiveSync and that you meet the requirements listed in "Requirements" later in this article. Then, try restarting your device and repeat the previous steps. If you still do not see When new items arrive, contact your system administrator. If you are a system administrator, see the "Troubleshooting" section later in this article.

6. In the Mobile Schedule screen, specify how often you want your device to synchronize during peak times and off-peak times (see the following figure).
   

   Note:
   The default Peak Times setting is 8:00 A.M. to 6:00 P.M. To learn how to customize the Peak Times setting, see Step 7.

   Mobile Schedule screen, recommended settings for a heavy e-mail user
   
   You can configure the following options:
   
   • Use Peak time sync and Off-peak time sync to specify how often you want your device to synchronize during peak times and off-peak times.
     To enable AUTD, select When new items arrive.
     To specify a synchronization interval in minutes, select an interval in minutes. For more information about configuring these settings, see "Synchronization Schedules" later in this article.
     
   • Select Sync outgoing items as they are sent to force the device to synchronize after you have composed e-mail messages or marked items to be downloaded. This option works even if the device is not configured for AUTD.
     
   • Use When roaming, sync to control cost by forcing the device to synchronize manually when it is roaming. You can tell if your device is roaming by selecting the connectivity icon at the top right; if a triangle is shown in the connectivity bubble, your device is roaming. Mobile devices are determined to be roaming based on your wireless service plan and your wireless service provider's billing system. Therefore, being in roaming mode may not mean that your roaming connectivity is more expensive than in your home area. Refer to your calling plan to change this setting appropriately. If you receive a prompt to configure your device address for AUTD, see Step 9.
     
7. Now you can adjust the scheduling options to define your own peak times (when you receive a greater influx of mail). To access the Peak Times screen, from the Mobile Schedule screen, select Menu, and then select Peak Times (see the following figure).
   
   Peak Times screen, Configuring peak times
   
8. Select Done.
   

   Note:
   If you have never set up your device to use this feature, you may receive a message letting you know that you need to provision your device address. To configure your device address, proceed to Step 9.

9. To specify how to address your device to synchronize new items as they arrive, go to the Connection screen (select Start, select ActiveSync, select Menu, select Options, select Server Settings, and then select Connection), and then do one of the following:
   
   • Standard method. In Address device using, select Service Provider. In Service Provider Name, select your service provider from the scrolling list, and then enter your device's phone number into the Device Phone Number field (see the following figure).
     
     Configuring the device by specifying mobile carrier and phone number
     

     Note:
     If you do not see this screen, you need to manually specify your device address (also called the SMS address) by following the alternative method instructions.

   • Alternative method. In the Text Message Address field, manually enter your device address (SMS address).
     Some examples of common SMS address formats include the following:
     Example phone number: (425) 555-0101
     T-Mobile: <1+area code+number+@tmomail.net>
     Example: 14255550101@tmomail.net
     AT&T Wireless: <area code+number+@mobile.att.net>
     Example: 4255550101@mobile.att.net
     
     Configuring your device by specifying SMS address of your device
     
10. Select Done to close the Device Address screen. If you enabled your device to use AUTD, your device automatically provisions itself. When that succeeds, you have successfully configured your Smartphone.
    

To change your device's SMS address:

1. Select Start, select ActiveSync, select Menu, select Options, select Server Settings, and then select Connection.
   
2. Follow the instructions beginning at Step 9 in the "To Configure Your Smartphone" procedure earlier in this article.
   

To configure a mobile schedule for synchronization times:

1. Select Start, select ActiveSync, select Menu, select Options, and then select Mobile Schedule.
   
   Configuring synchronization times
   
2. Use the options to set your mobile synchronization times.