This blog post is probably out of date. If you want to set up Exchange ActiveSync, you should instead consult one my guides:
	iPhone Exchange ActiveSync Setup		iPad Exchange ActiveSync Setup
	iPhone ActiveSync Troubleshooting		iPad ActiveSync Troubleshooting

That's right: I now have five Exchange ActiveSync accounts on my iPhone!

Among the many exciting features of Apple’s version-4 iPhone OS is the long-awaited ability to sync to multiple Exchange ActiveSync servers. The new software, now dubbed iOS 4, can synchronize mail, contacts, and calendars between many different services that use Microsoft’s Exchange ActiveSync protocol, including Microsoft Exchange 2003, 2007, and 2010 and Google’s Gmail service.

Who Needs Multiple Exchange Servers?

You may be wondering if you need this capability. After all, only business people commonly use Microsoft’s corporate Exchange email server, and they tend to only have a single account. But Microsoft’s Exchange ActiveSync protocol is widespread: It is supported by Google Gmail, Microsoft Live Hotmail, and many other services. Contrary to expectations, most people actually do have an Exchange ActiveSync account, and many have more than one!

I currently use no less than five Exchange ActiveSync accounts, and I’m very pleased to have all of them successfully synchronized with my iPhone. I use Google’s Gmail service for personal mail as well as two Google Apps domains (GestaltIT.com and Fosketts.net). I also have two genuine Microsoft Exchange server accounts belonging to corporate clients. It’s amazing to have all of these up and running on the iPhone!

How To Set Up Multiple Exchange ActiveSync Accounts

Setting up a Google account as Exchange instead of IMAP brings additional functionality

It’s really quite simple to set up multiple Exchange ActiveSync accounts in iOS 4: You just do it. Where the old iPhone OS would complain if you tried to enter a second Exchange ActiveSync account, iOS 4 happily accepts them. It’s not clear what the limit is: I set up five Exchange accounts and see no limit in sight!

Refer to my iPhone Exchange ActiveSync Guide for step-by-step instructions on setting up Exchange ActiveSync on the iPhone. I’ve also put together an iPad Exchange ActiveSync Guide.

Note that many folks, like me, had already added their extra Gmail and Exchange accounts as IMAP, since the old iPhone OS had no trouble with these. In this case, you should disable these accounts first to avoid trouble. I decided to turn off my old IMAP accounts rather than deleting them, just in case I needed to fall back to this method in the future.

Look at that! A unified inbox! But why all those other inboxes?

Note that iOS 4 also includes two long-awaited features: A unified inbox and threaded message view. These work great with multiple Exchange ActiveSync accounts, allowing quick access to all your messages.

Quirks and Bugs

Apple seems to have used an incorrect (too short) Exchange server timeout. If you are running iOS 4.0, you should install the Exchange timeout profile (per Apple TS3398) by clicking here from the iPhone and rebooting.

Although iOS 4 mail is much nicer, it’s far from perfect. Most importantly, all this only works on iOS 4 compatible hardware: The iPhone 3G, 3GS, and 4. The original iPhone has to stick with 3.0 and its single-Exchange limit.

Apple may have added a unified inbox, but they made the mail app list even more cluttered by listing everything three times: Once in the unified inbox, again with a line-item per account inbox, and a third time per-account. Odd.

By default, every Exchange account added is named “Exchange” rather than using the email address like other account types. This is ugly, and requires the user to manually change the account name in Settings->Mail to avoid confusion.

It took a while for the Calendar app to synchronize, and it used incorrect calendar names for a while. Also, it seems to only synchronize the default calendar, not any others you might have.

iOS 4 will happily maintain duplicate contacts in one or more lists. I synchronized Address Book with Gmail and Entourage, so all of my contacts were listed four times. It’s probably best to synchronize only one contact list to avoid this situation.

Pay no mind: You won't lose all your Exchange contacts, just those from this account!

When you turn off contact synchronization, iOS 4 pops up a disturbing warning that “all Exchange contacts will be removed.” They won’t. It will only delete the contacts from that one Exchange ActiveSync account.

© sfoskett for Stephen Foskett, Pack Rat, 2010. | How To Set Up Multiple Exchange ActiveSync Accounts in iPhone iOS 4
This post was categorized as Apple, Everything, Features, Personal. Each of my categories has its own feed if you'd like to filter out or focus on posts like this.

This blog post is probably out of date. If you want to set up Exchange ActiveSync, you should instead consult one my guides:
	iPhone Exchange ActiveSync Setup		iPad Exchange ActiveSync Setup
	iPhone ActiveSync Troubleshooting		iPad ActiveSync Troubleshooting

Did your new iPad arrive today? If you’re reading this, you’re probably wondering how to set it up with your corporate Exchange server. The good news is that Apple has been working on Microsoft Exchange integration for years, and the iPhone OS used in the iPad sports fairly complete Exchange ActiveSync support.

Read The Guide!

Almost two years ago, I posted an article entitled “How To Set Up iPhone Exchange ActiveSync“. This has become, by far, the most popular thing I have ever written, with literally millions of page views. I summarized the series of articles I wrote on that subject in the iPhone Exchange ActiveSync Guide, which has become the first stop for many corporate iPhone users.

Now that the iPad is here, I have developed two similar documents, The iPad Exchange ActiveSync Guide and The iPad Exchange ActiveSync Troubleshooting Guide. You really ought to read those instead of bothering with this outdated content!

Quick Start: Up and Running With Exchange

For the most up-to-date information, see my iPad Exchange ActiveSync Guide!

Here’s the quick how-to for getting Exchange up and running on your iPad.

We will set up the mail account, and the iPad will automatically enable sync for Calendar and Contacts.

Before You Begin
*	Install the latest version of iTunes
*	Back up your iPad, since Exchange ActiveSync configuration will delete all local contacts and calendar entries. Although it will coexist with MobileMe, IMAP contacts, and WebDAV and ICS calendars, ActiveSync will overwrite any non-synchronized entries. If you want to save your existing contacts and calendar entries, you should use iTunes’ desktop synchronization feature to save them to a compatible application.
*	Make sure you are connected to a reliable and fast network (preferably Wi-Fi) before beginning
Configuring Exchange ActiveSync on the iPad
	Tap the “Settings” icon from the home screen, then “Mail, Contacts, Calendars”
	In “Mail, Contacts, Calendars”, tap “Add Account…”
	Tap the “Microsoft Exchange” icon Note: This is where you come in if you tap the Mail app from the home screen with no accounts configured
	Now you will enter your Exchange account information: Your full Email address You may need to enter an Exchange Domain (like “IT” or “Sales”), but this is not the place to enter the Internet domain name (like “company.com”) (see “What Domain Name Do I Enter?” below for more details) Your Exchange Username Note: This is usually the first part of your email address before the “@” sign (e.g. “billg”), but you may have to also enter your Exchange domain (e.g. “msexec\billg.microsoft”) Your Exchange Password You can optionally modify the Description to something other than your email address
	Tap “Next” and the iPad will attempt to auto-discover and configure the Exchange account Note: This can take up to 5 minutes on slow networks or if autodiscovery is not supported
	If your Exchange server configuration does not support Autodiscovery, it will fail (saying it couldn’t validate your account), and you will have to manually enter the Server name (see “Which Server Name Do I Enter?” below for more details)
	Tap “Next” and the iPad will verify the configuration
	By default, the iPad will synchronize all three data types (Mail, Contacts, and Calendars) with your Exchange ActiveSync server, but you can turn one or more off if you wish
	Tap “Done” and the iPad will finalize the configuration and return you to the “Mail, Contacts, Calendars” menu while your iPad communicates with the server Note: It can take a few minutes for calendar entries and contacts to show up

For the most up-to-date information, see my iPad Exchange ActiveSync Guide!

What The iPad Lacks

Only one Exchange ActiveSync account can be configured

1. The iPad will remain limited to full ActiveSync with a single Exchange server. Although you are free to establish as many IMAP connections as you like, including connecting to Exchange with IMAP, you cannot use more than one ActiveSync service. However, as noted above, 3.0 does include LDAP support so at least the contacts from your second Exchange server might be accessible.
2. Spotlight does not include full-text search of mail messages. Although it’s nice to be able to search through everything on the iPad, and even content on the Exchange server, you still have to remember the sender, subject, etc.
3. Still no notes and tasks sync (with Exchange). Although the iPad does allow synchronization of notes with Apple Mail for Mac users, it does not support Exchange or Apple’s own MobileMe over-the-air services.
4. No public folder support.
5. No unified inbox, and switching between inboxes, especially in portrait mode, is difficult.

As the iPad advances, I will keep my eyes open for enterprise Exchange ActiveSync features and post them here. Subscribe to my Apple feed for up-to-date details!

© sfoskett for Stephen Foskett, Pack Rat, 2010. | How To Sync Your iPad With Your Exchange Server
This post was categorized as Apple, Features, Personal. Each of my categories has its own feed if you'd like to filter out or focus on posts like this.

This blog post is probably out of date. If you want to set up Exchange ActiveSync, you should instead consult one my guides:
	iPhone Exchange ActiveSync Setup		iPad Exchange ActiveSync Setup
	iPhone ActiveSync Troubleshooting		iPad ActiveSync Troubleshooting

iPhone OS 3.0 is here, offering enhancements for enterprise Exchange ActiveSync

iPhone OS 3.0 was released today, and I’ve had a chance to play with it for a bit now. I am very impressed with the improvements Apple has made, and think that 3.0 will be much more welcome in Microsoft Exchange environments. However, it’s still not quite up to the high standard set by the BlackBerry.

Wondering how to get Exchange working in 3.0? Start here:
How To Set Up iPhone Exchange ActiveSync

For the most up-to-date information, see my iPhone Exchange ActiveSync Guide!

This post is part of my series focused on integrating the iPhone with Microsoft Exchange using ActiveSync:

• iPhone OS 3.0 information:
  1. First Look: iPhone 3.0 And Exchange ActiveSync Integration
  2. How To Subscribe To Internet Calendars In iPhone OS 3.0
  3. How To Access LDAP Directories In iPhone OS 3.0
  4. iPhone 3.0 Exchange ActiveSync: Better But Not Perfect
• How To Set Up iPhone Exchange ActiveSync
1. A Few iPhone Exchange ActiveSync Gotchas
2. Can the iPhone Sync With Multiple Exchange Servers?

Major Changes

Apple made some significant updates to all three of the components touched by ActiveSync: Mail, Calendar, and Contacts.

• The Calendar has been totally re-done, more smoothly supporting multiple calendars, syncing with local calendars and Exchange at the same time, CalDAV and .ICS natively, and allowing on-phone creation of meeting invitations for Exchange users.
• The Contacts application can now sync with local address books and Exchange at the same time.
• Mail is more flexible, with per-folder downloading of Exchange messages.

As I noted last month, however, OS 3.0 is not all roses. In particular, the following issues continue to haunt the phone:

1. The iPhone only supports full ActiveSync with a single Exchange server. Although you are free to establish as many IMAP connections as you like, including connecting to Exchange with IMAP, you cannot use more than one ActiveSync service.
2. Still no notes and tasks sync (with Exchange). Although iPhone OS 3.0 does allow synchronization of notes with Apple Mail for Mac users, it does not support Exchange or Apple’s own MobileMe over-the-air services.
3. No public folder support.
4. ICS and CalDAV seems to be desktop-sync only.
5. Spotlight does not include full-text search of mail messages.
6. Push email remains slow, flaky, and battery-consuming. This is a very tough nut to crack!

Mail

The mail application gets numerous improvements for all mail servers. Notable among these is landscape mode and spotlight search. When it comes to Exchange ActiveSync, the changes are harder to notice. One thing that struck me was the ability to specify which folders to “push” along with the Inbox. Perhaps this was there all along and I missed it, but I never noticed it before.

Note that the Push settings have been moved under “Mail, Contacts, Calendars” in OS 3.0.

Calendar

OS 3.0 is much more sensible in organizing and synchronizing multiple calendar types

Although iPhone OS 2.0 supported multiple calendars, it was very confusing and not at all integrated with Exchange. OS 3.0 has cleaned things up significantly. As illustrated, the iPhone now organizes calendars into categories: Those synced from the Mac or PC and those synced over the air from an Exchange server.

That’s right – the iPhone can now sync calendar entries over both USB and Exchange at the same time! This is super handy, since iTunes supports CalDAV and ICS subscribed calendars through iCal on OS X, and presumably on Windows as well. I’ve written before about TripIt’s solid iPhone app, and this gives another way to view trips. But the iPhone doesn’t seem to support either CalDAV of ICS over the air, which is something of a disappointment. We can’t have everything, can we? Update: I missed it! iPhone OS 3.0 does include over-the-air CalDAV and ICS!

Of course, the new spotlight search supports calendar entries as well, allowing quick access to appointments.

Perhaps the most-anticipated calendar feature for iPhone OS 3.0 is meeting invite support. I can confirm that it is possible to create a meeting, add attendees, and send invites right from the iPhone, and that this works over the air! This is a specific Exchange feature, so of course it only works for the Exchange calendar. But you can easily change an existing non-exchange item to the Exchange calendar and start inviting attendees, even those not using Exchange.

But there are still limitations. You cannot add invitees to someone else’s meeting. You cannot make any changes to an appointment synced from the desktop (CalDAV and ICS included). You cannot forward a meeting request from the calendar app. You cannot see free/busy time when scheduling. It’s not like you have Outlook in your pocket!

One more weird thing I noticed: Nearly every app now has a landscape mode, including mail and contacts, but calendar is locked in portrait only!

Contacts

Like calendars, contacts now supports both iTunes and over-the-air Exchange syncing

The other application to see some updates is Contacts. Like the calendar app, Contacts can now sync to both local desktop and over-the-air Exchange sources at the same time. The iPhone sync combines desktop sources into an “on my iPhone” category and maintains Exchange contacts separately. It also includes access to an Exchange global address list (GAL), and this seems to work much better now than it used to.

Contact management is somewhat limited, however. If you locate a user in the GAL, you can’t add them to your Exchange or iPhone contact list without copy and paste (did I mention that it works?) or finding an email message from them. The phone also has no de-duplication features, so if your desktop contact list is synced with Exchange already you will have a world of duplicate entries.

Summary

All in all, iPhone OS 3.0 is a worthwhile upgrade, especially for business users. Everything seems to work more smoothly and logically than in 2.0, and the added Exchange calendar invite support is great. The complete set of additions, from copy and paste to spotlight search, are excellent as well. But, like the Mac, the iPhone remains just a bit left-of-center in the world of business and Microsoft Exchange. Maybe that’s for the best!

Check out Paul Robichaux’s comments on 3.0′s mail as well!

© sfoskett for Stephen Foskett, Pack Rat, 2009. | First Look: iPhone 3.0 And Exchange ActiveSync Integration
This post was categorized as Apple, Personal. Each of my categories has its own feed if you'd like to filter out or focus on posts like this.

Enterprise IT

• Reduce, Reuse, and Recycle Your Reliance On Backup Tapes – What’s wrong with backup tapes? They’re inaccessible, making them unsuitable for most applications. My latest post for my Enterprise Storage Strategies blog.
• Is Licensing Turning vSphere Into Vista? – A group post for Gestalt IT suggesting that VMware’s tiered licensing strategy for the vSphere 4 family might cause anguish for customers
• Infosmack Episode 2 – EMC, David Donatelli and Non-Compete Agreements – I joined the StorageMonkeys Infosmack podcast to discuss EMC, Dave Donatelli, and con-compete agreements with Greg Knieriemen, Marc Farley of 3Par and StorageRap, and Tony Asaro of the INI Group
• IT utilities, the biggest game in town – Chris Mellor of The Register suggests that the biggest IT vendors are positioning to lock up the IT market.
• The Non-Compete Clause Debate….. - Steve Duplessie muses on the pros and cons of non-compete agreements and what they mean for the IT industry
• Who’s the pot & who’s the kettle? - W. Curtis Preston reacts to the skirmishes between Tony Asaro and the EMC bloggers
• The Only VMware-certified NAS in its Category: Why the Iomega StorCenter ix4-200r Will Resonate with Small Businesses - Jerome Wendt expands on the Iomega StorCenter Pro ix4-200r
• Don’t focus too much on costs, cloud computing is about business agility - CapGemini reminds us that cloud computing isn’t just about reducing costs
• What we talk about when we talk about cloud computing - The Google Enterprise blog lays down some of the hard facts about building a cloud on your own
• Review: Sun Storage 7000 Unified Storage System - Chris Evans provides one of the best reviews yet of Sun’s Amber Road open source-based storage systems
• Brocade Pokes Cisco in the Eye, Switches for IBM - A great headline and solid reporting by Om Malik on one of the first reactions to Cisco UCS
• TheInfoPro: Analysis or Marketing? - StorageMonkeys continues their probing of the storage analyst community
• A “Tweeterview” with Stephen Foskett, Nirvanix Consulting Director - Sunshine interviews me about Nirvanix, storage, and my new role

Apple

• Achieving Email Bliss with IMAP, Gmail, and Apple Mail – A deep, long post on GMail, IMAP, Mac OS X Mail, and how to get all three to play nicely together.
• Monitor Your Mac Remotely With iStat for iPhone - I love iStat for Mac OS X and the iPhone and had been meaning to write a review. This AppleBlog post is just about what I might have written!

Life

• There Goes Chrysler – NPR’s awesome Planet Money blog reported the breaking news of Chrysler’s bankruptcy
• The Venture Capital Math Problem and The Venture Capital Math Problem (continued) – Fred Wilson points out that there can be no such thing as unlimited venture capital
• Is it time to cut the Ethernet access cable? – Has pervasive wireless Ethernet made wired ports unnecessary?
• Interview with Micah Baldwin, Father of FollowFriday – Micah calls me out as someone who is doing interesting things on Twitter!

© sfoskett for Stephen Foskett, Pack Rat, 2009. | Back From the Pile: Interesting Content From the Week of May 2, 2009
This post was categorized as Everything. Each of my categories has its own feed if you'd like to filter out or focus on posts like this.

The iPhone doesn't support more than one Exchange/ActiveSync pairing

One of the major advances introduced in iPhone software version 2.0 was the ability to sync over-the-air to Microsoft Exchange servers using Microsoft’s ActiveSync protocol. This was introduced to much fanfare with the iPhone 3G and is available on older updated iPhone and iPod Touch units, too. Google and NuevaSync also offer over-the-air calendar and contact syncing for the iPhone using ActiveSync.

All of these synchronization options seem like an embarrassment of riches for iPhone users. But, like so many things in life, they’re too good to be true. iPhone OS 2 and 3 can’t sync to more than one Exchange/ActiveSync server at a time! Or, at least, not in the way you’d like.

Note: iPhone OS 4.0 will allow syncing to multiple Exchange ActiveSync accounts! See How To Set Up Multiple Exchange ActiveSync Accounts in iPhone iOS 4.

For the most up-to-date information, see my iPhone Exchange ActiveSync Guide!

This post is part of my series focused on integrating the iPhone with Microsoft Exchange using ActiveSync:

• iPhone OS 3.0 information:
  1. First Look: iPhone 3.0 And Exchange ActiveSync Integration
  2. How To Subscribe To Internet Calendars In iPhone OS 3.0
  3. How To Access LDAP Directories In iPhone OS 3.0
  4. iPhone 3.0 Exchange ActiveSync: Better But Not Perfect
• How To Set Up iPhone Exchange ActiveSync
1. A Few iPhone Exchange ActiveSync Gotchas
2. Can the iPhone Sync With Multiple Exchange Servers?

The Connected iPhone

Let’s back up a minute and talk about how the iPhone integrates with mail, contact, and calendar servers. There are essentially two synchronization engines at work here:

• Like all iPods, iTunes can synchronize your contacts, calendars, and mail account information (though not the mail messages themselves) over a USB connection to the iPhone and iPod Touch. This requires a full copy of Outlook 2003 or later on Windows but works with the built-in address book and iCal calendar on Mac OS X.
• The iPhone can also synchronize some or all components of email, contacts, calendars, and bookmarks using a variety of over-the-air protocols.

Note that when you configure over-the-air sync, you must disable USB sync, and vice versa.

iPhone Email Sync

Configured mail accounts can synchronize email messages in one of six ways:

1. Periodically pulling message content down using the POP protocol – this is what most older ISPs and mail accounts use
2. Periodically pulling message content down using the more advanced IMAP protocol – this is what newer mail accounts, including Gmail, AOL, and Yahoo use
3. Having mail pushed to the phone using a weird combination of hidden SMS and IMAP – this is what Yahoo push mail uses
4. Having mail pushed to the phone using a proprietary notification system of XMPP (Jabber) and IMAP – this is what Apple’s MobileMe push mail uses
5. Pulling or receiving push messages using Microsoft’s ActiveSync technology – this is what Exchange servers, NuevaSync, Kerio, Zimbra, and Google’s over-the-air calendar and contact (but not email) sync use
6. The iPhone’s software seems to support IMAP Idle, which is a realtime message push technology supported by Gmail and some advanced mail systems, but the phone will not use it unless the mail application is actually open on the phone

The iPhone does not support P-IMAP, BlackBerry, or other over-the-air protocols at this point.

The iPhone can sync email messages to any number of IMAP or POP accounts without a problem, but it can only sync to a single ActiveSync server at once. So you can set up Gmail over IMAP, Yahoo over SMS/IMAP, your local provider over POP, a Gmail Apps account over IMAP, etc at the same time as your work Exchange server without a problem. But you cannot set up more than one Exchange server using ActiveSync.

iPhone Calendar and Contact Sync

Calendar and contact information can only be synced in one of (perhaps) three ways:

1. Over a physical USB connection to iTunes (as in the original iPhone 1.0) to Outlook or OS X
2. Using some unknown protocol that MobileMe uses – can anyone identify this?
3. Using ActiveSync to an Exchange Outlook Web Access (OWA) server

Yes, that’s really it. Every over-the-air calendar-and-contact sync system (other than perhaps MobileMe) uses the ActiveSync protocol, including Microsoft Exchange, NuevaSync, Zimbra, and Google’s service.

Now the punch line: The iPhone can only sync to a single ActiveSync server at once. Read that again. Now consider what that means.

So no matter how cool a service is (Google sync, Zimbra), you cannot use it for over-the-air sync if you are also connected to an Exchange server. So even though the iPhone explicitly supports multiple calendars, you can’t sync them with multiple ActiveSync systems. So I guess the iPhone’s calendar system is even more disappointing than I thought!

Pick One ActiveSync Service

The upshot is this: iPhone users much pick one (and only one) ActiveSync service.

• Need to use the iPhone for work? You’ll probably have to use your work Exchange ActiveSync server, and can forget about (usefully) subscribing to MobileMe or using Google sync. Instead, try to sync everything else into Exchange in other ways (like Google’s Desktop app) and then let Exchange handle the iPhone sync.
• A dedicated Mac head? Subscribe to MobileMe and get all of your data there, to be sent to the iPhone.
• None of the above? Google’s new Sync service looks great!

The Big Mystery

There are many mysteries lurking here, but one is really perplexing to me. The iPhone seems to maintain its own set of contacts in addition to any ActiveSync contact store. Although it doesn’t obviously have multiple contacts pools, it must maintain them internally. But you can see that it does in a simple way:

1. Set up an ActiveSync server (like Exchange)
2. Set up an IMAP email account (like Gmail)
3. Add a unique contact on the phone (call him “Steve Jobs”)
4. Add a unique contact in Exchange (call him “Bill Gates”)
5. Add a unique contact in Gmail (call him “Sergey Brin”)
6. Now turn on and off the accounts one at a time

Notice that turning off the Gmail account will, within a few minutes, cause your “Sergey Brin” contact to disappear! Turn it back on and Sergie is back. Now do the same for Exchange and Bill Gates. All the while, your “Steve Jobs” contact should stay put. And this all happens in a single contact list! If you assigned one of these to a “favorite”, their name will be replaced by their number when you remove their account.

So the is iPhone somehow syncing contacts over IMAP? Or does it use some other Google-specific protocol? And how does MobileMe’s contact sync work? Time will tell!

© sfoskett for Stephen Foskett, Pack Rat, 2009. | Can the iPhone Sync With Multiple Exchange Servers?
This post was categorized as Apple. Each of my categories has its own feed if you'd like to filter out or focus on posts like this.

This blog post is probably out of date. If you want to set up Exchange ActiveSync, you should instead consult one my guides:
	iPhone Exchange ActiveSync Setup		iPad Exchange ActiveSync Setup
	iPhone ActiveSync Troubleshooting		iPad ActiveSync Troubleshooting

It’s finally here!  The iPhone now has most of the functions of the BlackBerry – over-the-air push and sync of Exchange email, contacts, and calendars!  Apple let the 2.0 OS out of the bag earlier today, and intrepid souls (and me) have taken the plunge and installed it.

While most people, including me, headed to the (also active) App Store to try out the native games, I quickly turned the other way – towards the new Microsoft Exchange integration.

Read on for my first impressions and instructions on getting it up and running.

For the most up-to-date information, see my iPhone Exchange ActiveSync Guide!

This post is part of my series focused on integrating the iPhone with Microsoft Exchange using ActiveSync:

• iPhone OS 3.0 information:
  1. First Look: iPhone 3.0 And Exchange ActiveSync Integration
  2. How To Subscribe To Internet Calendars In iPhone OS 3.0
  3. How To Access LDAP Directories In iPhone OS 3.0
  4. iPhone 3.0 Exchange ActiveSync: Better But Not Perfect
• How To Set Up iPhone Exchange ActiveSync
1. A Few iPhone Exchange ActiveSync Gotchas
2. Can the iPhone Sync With Multiple Exchange Servers?

By the way, the apps are great!  Sega’s Super Monkey Ball is touchy, but I think I’ll get the hang of it.  And my 4 year old loves Jirbo Match!  Too bad the Red Sox weren’t playing or my test of MLB At Bat would have been much more exciting!

Up and Running With Exchange

Seriously, why are you still reading? Head over to The iPhone Exchange ActiveSync Guide for current/useful information!

Here’s the quick how-to for getting Exchange up and running on your iPhone.  Note that this works on any iPhone with the version 2.0 software – the iPhone 3G comes with this out of the box, but original phones will need to be upgraded.  Update: You do not need to buy the Enterprise Data plan from AT&T in order for this to function – it will work with any plan, and even works on the iPod Touch! Update: The process is pretty much the same with iPhone OS 3.0!

We will set up the mail account first, then enable sync for Calendar and Contacts.

1. Install iTunes 7.7 and upgrade your phone to iPhone OS 2.0 if necessary
2. If you already have your Exchange server running with IMAP, disable the account in Mail Settings.  I left mine set up – no telling when or if I’ll need to revert!
3. Set up a new mail account, selecting Exchange as in the photo above.
   
4. Enter your email address (e.g. “billg@microsoft.com”) in the Email box.
5. Enter your Exchange domain and username (e.g. “msexec\billg.microsoft”) in the Username box and watch the text magically shrink to fit.
6. Enter your password (e.g. “OuttaHere!”) in the Password box and marvel at the nifty new “show the last letter entered” feature.
7. The iPhone will now try to automatically discover your Exchange server.  If you don’t have Exchange 2007 with Autodiscovery turned on, it will fail and warn you that it couldn’t validate your account.  You will have to manually enter your server name in the window.  Make sure you enter your ActiveSync server name, not the OWA server (as in Entourage) or the real Exchange server (as in Outlook).
8. Now tap the home button and go into Mail.  You should see your new account appear, and it should show your folders and email messages within a few moments.  Congratulations!  Email is now set up!
   

Next we will enable sync for Contacts and Calendars.

Note:  You can’t sync Contacts and Calendars from both Exchange and iTunes! You must choose one or the other! And the iPhone will delete your old entries when you enable this! Update: You can do both desktop and over-the-air calendars in iPhone OS 3.0!

Ok, enough shouting, on with the show!

1. Once you’re sure email is working, go back into the Exchange Account Settings tab (shown above) and tap Contacts to “ON”.
   
2. The iPhone will warn you about deleting your existing entries, just like I just did!  If you’re sure, tap “Sync”.
   
3. Now the iPhone will enable Sync.  Do not go running up to the Calendar or (new!) Contacts App and expect to see everything there immediately.  It took my phone about 5 minutes to populate these, and I was worried when I saw nothing there at first.
4. Do the same for Calendar and you’re all set.  Wait a few and you will have pretty much full over-the-air Email, Contacts, and Calendar integration!

Initial Impressions

Prepare to be confused by the new Calendar and Contacts apps.  They now include categories, and you can find yourself scratching your head at seeing no entries when you’re in the wrong category.  I left my calendar in “Home” and there were no entries.

I had to tap “Calendars” at the top to return to the screen at right and select “All”.  This could be really nice – I could organize multiple calendars here for work and home.  But it’ll take some getting used to.  Update: Don’t bother with multiple calendars! Update: Multiple calendars rock in iPhone OS 3.0!

Note that calendar entries are color-coded in the calendar, too, which is a nice touch.  I don’t remember any similar functionality on my BlackBerry, but it could be that I just never discovered it.  It took me about five years to figure out how to see missed calls, after all!

The same problem appears with the Contacts application.  Here again, we have groups of contacts, and what you see is dependent on which group you’re currently “in”.  I’ll have to work out how to manage these using Outlook or Entourage.

Thankfully, Apple finally includes a Contacts application on the home screen in OS 2.0.  It was always frustrating to have to go into the Phone app just to look at someone’s info!

The App Store is good, but a little perplexing.  There are about 500 applications up for sale right now, and not all are worthwhile.  There are three “flashlight” apps, for example, all at different prices.  I think the App Store will be quite a mess once all 25,000 or so applications have been added!  It’s already hard to locate anything.

Apple released just two native apps:  A $5 Texas Hold’em game, and a free remote control app for iTunes.  The latter is pretty nifty – it seems to use Bonjour in reverse to present itself to iTunes instances running on the network.  The iPhone shows up in the sidebar and you have to enter a PIN to activate it.  This would be much cooler with an AirTunes device – maybe I’ll have to snap up one of the old 802.11g AirPort Expresses currently offered at MacMall for $59!

There are some other worthwhile apps, too.  MLB At Bat is great – live game updates and video clips of major plays.  I think I’ll be using this a lot!  Definitely worth $5 to me.

I already mentioned a couple of games, but I was more interested in trying out the social networking applications.  AOL released a free version of Instant Messenger, but I’m not sure if it (yet) supports Apple’s always-on push service.  There’s a FaceBook app, too, but it doesn’t look much better than the web version.

This brings me to a major concern about the App Store.  Why make a native app to do something the web does just as well?  I can see where an offline book or map reader would be handy, but why MySpace?  There are lots of Bibles in there already, but where is the off-line/on-line version of Wikipedia that I had hoped for?

Google added a search app, covering both the web and local content on the phone.  But where’s Google Talk?  Shockingly, after literally sharing the stage with Google at the iPhone’s introduction, Yahoo! is entirely absent from the App Store.  Microsoft isn’t there, either.

But there were some nice surprises.  Yelp, Pandora, and Paypal all have free clients that look useful.  Time will tell which of these apps really get used!

© sfoskett for Stephen Foskett, Pack Rat, 2008. | How To Set Up iPhone Exchange ActiveSync
This post was categorized as Apple, Personal, Terabyte home. Each of my categories has its own feed if you'd like to filter out or focus on posts like this.

I love that Gmail keeps all of my email online and easily searchable – when I need to locate some old bit of information, I can usually find it by typing a couple of words into the Gmail search box, no matter where I am. Since I travel a lot, I’ll often log into Gmail from my work laptop, a hotel PC, or my iPhone just for this purpose.

But the other day, I remembered a message my dad sent me a few years ago and wanted to look it up. I was stuck, though, because the message was sitting in a PST on my (powered-off) desktop back at home. I was able to get to it from my laptop through a complicated process that involved ssh, my Tomato-powered router, wake-on-LAN, and remote desktop… Not something I wanted to go through again!

I got thinking that I’d love to have all of my mail in Gmail – even those messages from before I started using it. Turns out, lots of people were thinking about this way back when, but it’s always been difficult to import mail into Gmail, and lots of folks think it still is. But I found that, thanks to Gmail’s new IMAP feature, it’s now super easy to get your PST (and Thunderbird, etc) mail into Gmail! Read on for how I did it, and how you can too!

It used to be pretty difficult to get messages into Gmail, and most solutions revolved around re-mailing old messages to your new Gmail account, or having Gmail access a POP server and import messages for you. Neither of these effectively solved the problem of mail stored in Outlook PST files, though. If you had a PST, you needed to extract them into a standard format and (try to) use a Gmail mailer like GML to import them. This may work for you, but it didn’t work for me and I don’t suggest it.

The new (functional) method I used simply uses Outlook to move messages in bulk over an IMAP connection. IMAP lets the Outlook directly access folders on a remote mail server for drag and drop mail operations, and this is the functionality we’re leveraging with Gmail.

Gmail doesn’t have folders, of course, but it spoofs them with labels. So when you access a Gmail account with an IMAP server, your labels show up as folders, and when you drop a message into one of these “folders”, it simply gets that label in Gmail. Note that it does not get an “Inbox” label, however, so you won’t see the message in the Inbox, only when you click on the label or search with the search box. But this works pretty well, and allows you to neatly label old messages as being non-Gmail, which might be helpful.

So let’s say you’re using some version of Outlook (or Outlook Express). Here’s what to do:

1. Enable IMAP in your Gmail account settings
2. Configure Outlook to access Gmail per Google’s directions
3. Once you connect to Gmail’s IMAP, you should see all of your labels show up as folders – this is key!
4. In your Gmail account, create a new label for your migrated email – I called it “Old Mail”, clever eh?
5. Now just select all of the messages in each PST folder (control-A is your friend) and drag and drop them on the folder/label you just created
6. Moving messages takes a while – I let it run while I had dinner and found about 2000 messages moved over when I returned

You have now migrated your email to Gmail! Here are a few gotchas I noticed:

• As I mentioned above, the messages will not show up in the Inbox, but can be accessed by clicking on the label or through the search box Update: After a few days, my Gmail inbox does now include all of my “Old Mail”, even those without the “Inbox” label.  Weird.
• Native messages from or to an exchange account also configured in Outlook show up as “Unknown sender” and “No subject” because Gmail can’t figure out their headers. The data is there, and it’s searchable, but not all that readable.
• Gmail de-duplicates messages rather effectively – drag the same message in 12 times and it only shows up once! This is very cool, but can be frustrating if you trash a message and then try to copy it in again, as I did while trying to figure this all out! If it’s in Gmail’s trash, it will never show up in the desired folder!
• For some reason, my iPhone (which uses IMAP to connect) immediately downloaded all the old messages I just copied into my Inbox, bumping my real new mail from its list even though it supposedly sorts by date… So suddenly the top unread messages in my iPhone inbox were dated from 2001 and earlier! Pretty funny, really, but not at all as expected. Mail without the Inbox label (dragged to another folder/label) does not exhibit this problem, though.

Good luck with this, and I hope it helps! By the way, a similar process helped me migrate my even-older mail through Thunderbird…

Update: After others have tried this method, they have reported that Gmail is sorting the messages wrong in the main Inbox list – sorting by date of import rather than date of receipt.  I have no such problem, though Gmail did apparently rescan my “Old Mail” messages and add them to my Inbox at some point over the last few days.  So maybe you have to wait a while?  Also, I wanted to note that I did my import using Outlook 2002, so maybe there are weird effects of using other Outlook versions…

© sfoskett for Stephen Foskett, Pack Rat, 2007. | Import your old Outlook/Express PSTs to Gmail
This post was categorized as Personal, Terabyte home. Each of my categories has its own feed if you'd like to filter out or focus on posts like this.