UMCal
This guide was last updated on May 11, 2006
Summary: This guide will show you how to set up UMCal to sync to your PocketPC devices for Microsoft Windows systems. This particular version, standalone, is intended for users who do not currently synchronize their Pocket PC device with other applications, including, but not limited to, Microsoft Outlook.

Install-PocketPC

Contents:

1. Pre-Install Notes

Obtaining & Installing ActiveSync

Note: You will need a version 3.7.x or 3.8 of Microsoft's ActiveSync, which is used to connect your Pocket PC device with Microsoft Windows. This software is available for download directly from Microsoft's Windows Mobile Site.

2. UMCal PocketPC Sync for Windows Requirements

Microsoft Windows Requirements

  • Supported Versions of Windows:
    • Windows NT
    • Windows 98/ME
    • Windows 2000
    • Windows XP
  • Active Sync 3.7.x or 3.8

Note: Microsoft ActiveSync 4.x is not compatible with UMCal synchronization software.

Note: You must have administrator rights to install this software and the software should be installed while logged into the computer account that will be used to synchronize the device (grant that account administrator rights temporarily if needed).

PocketPC Requirements

  • PocketPC 2000
  • PocketPC 2002
  • Windows Mobile 2003 (First Edition)
  • Note: Windows Mobile 5/2005 is not supported

3. Installing Microsoft ActiveSync for Windows

Downloading Microsoft ActiveSync for Windows

You may download ActiveSync 3.8 here, or by searching the Microsoft Downloads site.

Installation

Important: Before beginning, please be sure that your Pocket PC device is connected to your computer and is powered.

  1. Double-click on the Microsoft ActiveSync installer you previously downloaded. Several screens will appear and disappear as the installation begins.
  2. When you reach the screen shown here, click Next.


  3. Click Next to install ActiveSync to its default location.


  4. After the files have been copied, you will be prompted to establish a partnership between your computer and your handheld device. Click Cancel for now.


  5. You will receive a message that a guest partnership between your computer and your handheld has been setup. Click OK.

  6. You may close the ActiveSync window that appears if you want to. This window can be easily reopened using the ActiveSync icon in the system tray.


4. Installing UMCal PocketPC Sync for Windows

Downloading the sync tool

To download the latest version of the software, go to: http://www.umn.edu/umcal/download

Installation

  1. Double-click on the installer icon to begin the installation process. Wait through several screens as the installer prepares itself. When you reach the screen shown here, click Next.


  2. Click Next at this screen as well, unless you need to change the installation location.


  3. Leave the Complete option selected and click Next.


  4. Click Install.


  5. Click Yes to install the Pocket PC helper files to the default location on your Pocket PC device.


  6. Check the screen on your Pocket PC device. Complete any steps it may prompt you to complete. When you have taken any necessary steps on the handheld itself, click OK.

  7. Click Finish to complete installation.

5. Configuring UMCal PocketPC Sync

Setting up the Sync Tool

  1. The "Synchronization Settings" screen will automatically appear after the installation of the sync tool is complete.
  2. On the Sign In category, fill out your user information.

    User Input: UMCal Settings

     USER: your internet id
 PASSWORD: your password
 CONNECT: To Server
 SERVER: umcal.umn.edu
 NODE: the node for your campus/group
 
   100 - Crookston
   200 - Duluth
   300 - Morris 
   400 - Rochester

 Twin Cities users, see below for node information.

    Twin Cities users should refer to http://www.umn.edu/umcal/nodes to determine their node assignment.



Setting up ActiveSync

  1. At the first "New Partnership" screen, make sure Starndard Partnership is selected and click Next.
  2. Remove your handheld from its cradle and then return it to the cradle.


  3. Make sure the Synchronize with this desktop computer option is is selected and click Next.


  4. Leave the Yes, I want to synchronize with only this computer option selected and click Next. Note: if you do synchronize with more than one computer, additional steps not covered in this guide will be required.


  5. For each of the three categories, calendar, contacts, and tasks, select the appropriate program to use when syncing your Pocket PC device. If you are not using other software to synchronize information with your handheld, select Oracle Calendar for each category. Click Next.


  6. As necessary, check and uncheck areas to synchronize with your Pocket PC device. Be sure the Calendar item is checked. Click Next.


  7. Click Finish to complete the setup.


  8. Synchronization should begin immediately. If not, remove the handheld from its cradle and then return it to the cradle. The initial, full synchronization has been known to take several minutes on the campus network, even for relatively small calendars. If you are attempting to synchronize your handheld at home, using either broadband or dial-up, it may take significantly longer.


The contents of this document are licensed under the Creative Commons - Attribution / Share Alike license.
Copyright 2004 University of Minnesota Questions, Comments, Corrections? Email umcal@umn.edu.