Managing Your Personal Edition Account

This topic describes how to access, edit, and add services to your Personal Edition account.

For more information, select one of the following topics:

• Settings Page
• Editing Your Account Information
• Setting Up Connection Sharing
• Managing SMS Alerts
• Managing Devices
• Editing Your Quick Responses
• Managing Your Links

Settings Page

To access the Settings page, click Settings in your PCS Business Connection Webmail account.

Depending on how your Personal Edition account is configured, your Settings page will have some or all of the following information:

• Account Info
• Connection Sharing
• SMS Alerts
• My Devices
• Quick Responses
• Links Folder

Editing Your Account Information

Note: You cannot change your Internet email account password through your Personal Edition account. You must change the password through your Internet email account.

To edit your account information:

1. Click Settings.
2. Go to the Account Info section in the Settings page, then click Edit.
3. Edit your account information as desired. See Registration Page for details. Values are required for the fields marked with an asterisk (*); you cannot leave these fields blank.
   See Changing Your Password for information on changing your password.
   Notifications Carrier: The suffix used to send SMS messages to your device. For example, if your SMS address is 123.123.9999@mycarrier.net, enter mycarrier.net in this field. This field must be completed if you want to use the "push mail" feature, which automatically updates your device when new mail is received.
4. Click Save to return to the Settings page.

Setting Up Connection Sharing

Connection Sharing allows co-workers on the same corporate network and email server to share their network connections with each other. If your PC is turned off or is disconnected from the network, you can access your corporate email account as a "guest" using another PC as a conduit or "host." You gain access to the network using your own securely provided user name and password.

Keep in mind the following information regarding Connection Sharing:

• You can access your corporate email account with Connection Sharing from your PCS Business Connection Webmail account or from a wireless device. You can only use Connection Sharing with a wireless device if you use the device's browser to access the Personal Edition URL. In other words, you cannot use the PCS Business Connection smart device client with Connection Sharing.
• You can share your connection with up to three co-workers at a time.
• To use a co-worker's connection, you must make a Connection Sharing request. That person can respond to your request by either accepting or rejecting your request.
• If you are accessing a personal Internet email account such as POP3, you do not need to leave the Personal Edition desktop client running or use Connection Sharing to access your account through Personal Edition. Connection Sharing is intended for corporate email accounts.

To use Connection Sharing, the following requirements must be met:

• The host PC must be running Microsoft Windows 2000 or XP.
• The host PC must use Microsoft Exchange 5.5, 2000, 2003, or Lotus Domino R5, R6, R6.5 for email.
• The host and guest PCs must use the same email server.
• The host and guest PCs must be connected to the same domain in the corporate network.

How Connection Sharing Works

Connection Sharing uses two methods of sharing depending on the type of service you add: service-based Connection Sharing or delegate-based Connection Sharing. The process for setting up either type of Connection Sharing is identical. Personal Edition automatically determines which type is required and sets up the necessary parameters in the background.

• This is the most commonly used method.
• The guest is given the ability to use the host's connection, but no special status to access the host's information (as occurs in delegate-based sharing).
• This method is used for IMAP, POP, Domino, and Exchange services.
• For Exchange services, the host machine must meet all of the following conditions:
  • Administrator privileges
  • Outlook 2000 or 2003
  • Windows 2000 or XP

• The guest grants the host permission for "delegate status." This status allows the host the ability to access the guest's email, calendar, and other enterprise data via Microsoft Outlook for as long as the guest is in the host's Connection Sharing list.
• The host should be someone the guest trusts to view their enterprise data as the guest will have access to do so.
• This method is used for Exchange services when the host machine meets one of the following conditions:
  • No administrator privileges and Windows 2000 or XP
  
  -OR-
  • Outlook XP

Click any of the following links for more information on how you can use Connection Sharing:

• Sharing Your Connection
• Using Your Co-Worker's Connection
• Making Connection Sharing Requests
• Responding to Connection Sharing Requests
• Managing Shared Connections

Sharing Your Connection

1. Configure the Personal Edition desktop client for Connection Sharing. See Opening the Personal Edition Desktop Client and then refer to the Personal Edition desktop client online help.
2. When you receive the email request from your co-worker to share your connection, accept the request. See Responding to Connection Sharing Requests.
3. Disable automatic sleep or hibernation settings on your PC.
4. Leave your PC on with the Personal Edition desktop client running.
5. Secure your PC when you leave the office. See Securing Your PC.

Using Your Co-Worker's Connection

1. Send a request to share the connection. See Making Connection Sharing Requests.
2. When the co-worker accepts your request and their PC is properly configured, you can begin using their connection. See Sharing Your Connection for details on how the PC should be configured.

Making Connection Sharing Requests

To make a Connection Sharing request:

1. Click Settings.
2. Go to the Connection Sharing section in the Settings page and click Edit.
3. Click Invite Co-worker to open the Send a Connection Sharing Request page.
4. Specify the fully-qualified email address of a co-worker whose network connection you would like to share.
   For example, enter jwright@corp.com rather than jwright.
5. Click Send to return to the Edit Connection Sharing page, where the email address of the co-worker you specified is listed, along with the status of your request.
   Personal Edition generates an email message to your co-worker describing your request and providing instructions for accepting or declining your request. The details include the registration page URL from which your co-worker can download and install Personal Edition.
6. Click Done to exit the Edit Connection Sharing page.
   You receive an email notifying you of their decision once a co-worker accepts or declines your Connection Sharing request.

Responding to Connection Sharing Requests

You can receive an email message from a co-worker requesting that you share your network connection.

To respond to a Connection Sharing request:

1. Point your web browser to the appropriate URL (depending on whether you already have a Personal Edition account) contained in the Connection Sharing request message.
   • If you already have an account but you are not currently logged into your PCS Business Connection Webmail account, enter your Personal Edition user name and password, and click Log in.
   • If you do not already have an account, you are guided through the process of registering for one, downloading and installing Personal Edition, and accepting your co-worker's Connection Sharing request.
   
   The Accept Sharing Request page appears.
2. Select Yes to agree to share your connection or select No to reject the request to share your connection.
3. Click Save to send an email response to the co-worker making the request.
4. If you accepted the sharing request, set up your PC for sharing. See Sharing Your Connection.

Managing Shared Connections

After a user accepts your invitation to share a connection, you can manage the user's connection by enabling the connection, disabling the connection, or removing that person from your Connection Sharing list. For example, you may need to temporarily disable the shared connection while another user is enabled if you have reached the maximum number of three shared connections.

To manage your shared connections:

1. Click Settings.
2. Go to the Connection Sharing section in the Settings page and click Edit.
3. In the Co-workers who are sharing your connection section, select the name of a co-worker with whom you are sharing your network connection.
4. Select the appropriate option:
   • Enable: Enables Connection Sharing for this individual.
   • Disable: Disables Connection Sharing for this individual.
   • Remove: Removes this individual from your Connection Sharing list.
5. Click Done to exit the Edit Connection Sharing page.

Managing SMS Alerts

SMS alerts are text messages that you receive on your mobile device when certain events occur such as receiving new messages in your Inbox. You can configure SMS alerts to receive notice of:

• A new message (you can set specific criteria on the message such as "high priority").
• A change to an existing meeting request is received.
• The schedule of today's meetings and appointments.

To use SMS alerts, you must complete the following steps:

1. Enable the SMS alerts service. See Enabling the SMS Alerts Service.
2. Configure SMS alert preferences. See Configuring SMS Alert Preferences
.
3. Enable alerts on a specific device. See Enabling SMS Alerts on Devices.

Enabling the SMS Alerts Service

You enable the SMS alerts service from your PCS Business Connection Webmail account.

To enable the SMS alerts service:

1. Click Settings.
2. Go to the SMS Alerts section in the Settings page.
3. Select All SMS alerts on.
4. To finish setting up SMS alerts, you must:
   1. Configure SMS alert preferences. See Configuring SMS Alert Preferences.
   2. Enable SMS alerts on your device. See Enabling SMS Alerts on Devices.

Configuring SMS Alert Preferences

After you enable the SMS alerts service (see Enabling the SMS Alerts Service), you can define the circumstances under which you want to receive SMS alerts. You can also change these preferences later.

To configure SMS alert preferences:

1. Click Settings.
2. Go to the SMS Alerts section in the Settings page.
3. Click PCS Business Connection SMS Alerts settings.
4. Use the options in the PCS Business Connection SMS Mail Alerts section to define what kind of message will trigger an alert. The following options are available:
   • Do not send me SMS alerts of new mail.
   • Send me SMS alerts of all new unread mail.
   • Send me SMS alerts only of new unread mail that meets any of the following criteria.
     For the From, To, or Cc options, define the string in the text box and click Add from contacts to add names from your corporate or personal contacts lists.

   • If the From line contains:
   • If the To line contains:
   • If the Cc line contains:
   • If message priority is high:

5. Go to the Calendar SMS Alerts section to define what type of calendar events will trigger an alert.
6. Go to the SMS Alert Times and Frequency section to set up how often and when you will receive alerts on your wireless device.
7. Click Save.
8. To finish setting up SMS alerts, you must now enable SMS alerts for your device. See Enabling SMS Alerts on Devices.

Enabling SMS Alerts on Devices

After you enable the SMS alerts service (see Enabling the SMS Alerts Service) and configure SMS alerts (see Configuring SMS Alert Preferences), you must enable alerts for specific devices.

To enable SMS alerts on a device:

1. Click Settings.
2. Go to the SMS Alerts section in the Settings page, then click Edit.
3. If the device has already been registered:
   1. Select the Receive SMS Alerts on this device? check box next to the device's wireless number.
   2. Click Save.
4. If the device has not been registered:
   1. Enter the device's wireless number in the Add Device field.
      You can only add one wireless number at a time. You do not need to type punctuation such as hyphens.
   2. Select the Receive SMS Alerts on this device? check box next to the device's wireless number.
   3. Click Save.

Managing Devices

Your device list contains all devices that you use with your Personal Edition account. When you access your account with a mobile device it is automatically added to this list.

If you lose your device or if you switch to a new device, you can delete your Personal Edition account data from the device so that your data remains secure. See Deleting Devices and Purging Data from Devices.

For more information, select one of the following topics:

• Accessing Your Device List
• Adding Devices
• Deleting Devices
• Purging Data from Devices

Accessing Your Device List

Your device list contains the following information:

• Device information (vendor, model, version, and operating system)
• Mobile number for the device
• Account ID (if applicable)
• Last update date and time
• Documentation link to open the user guide or getting started guide
• Option to purge or delete. See Deleting Devices.

To access your device list:

1. Click Settings.
2. In the My Devices, select click Edit.
   The list of devices you have used with your Personal Edition account appears.

Adding Devices

You can download additional device clients as needed.

To add a device:

1. Click Downloads.
2. In Smart Device Clients, select your phone vendor.
   A list of devices appears.
3. Select your device and click OK.
4. Follow the on-screen prompts.

Deleting Devices

You can delete devices from your device list, for example, if you no longer use a particular device.

To remove a device client from the device, refer to the user guide for that device. Click the Documentation link on any page of your PCS Business Connection Webmail account.

To delete a device:

1. Click Settings.
2. Go to the My Devices section in the Settings page, then click Edit.
3. Select the Delete check box next to the device you want to delete.
4. Click Save.

The device is removed from your device list.

Purging Data from Devices

If you lose your device or if you switch to a new device, you can remove your Personal Edition account data from the device so that your data remains secure.

To purge data from a device:

1. Click Settings.
2. Go to the My Devices section in the Settings page, then click Edit.
3. Select the Purge check box next to the device whose data you want to purge.
4. Click Save.

If the device is configured to receive SMS, the data is deleted within a few minutes. Otherwise, the data is deleted at the next time the device connects to the server.

Editing Your Quick Responses

Quick Responses are pre-defined responses you can use on your XHTML device. You can define up to 10 responses.

To edit your Quick Responses:

1. Click Settings.
2. Go to the Quick Response section in the Settings page.
3. Click Edit to define or edit your quick responses in the Edit Quick Responses page.
4. Click Save.

Managing Your Links

Links are used only for XHTML devices. The Links Folder allows you to customize the contents of your personal links folder. On your mobile device, this folder appears as My Links. My Links holds links to web sites and is analogous to your web browser's Favorites list. Until you add sites to the Links Folder, it is empty.

Note: The name of your links folder might be different than My Links.

For more information, select one of the following topics:

• Adding Links
• Changing Link Names and URLs
• Sorting Links
• Removing Links

Adding Links

To add a link to the Links Folder:

1. Click Settings.
2. Go to the Links Folder section in the Settings page.
   The name of this section can vary.
3. Click Edit to open the Add, Remove and Sort Links page.
4. Click New to open the Create a New Link page.
5. Define the link:
• Display Name: A name you choose for the link. This name appears on your mobile device.
• Wireless URL: Web site URL (for example, http://www.yahoo.com).
6. Click Add to return to the Add, Remove and Sort Links page.
7. Click Save.

Changing Link Names and URLs

To change the display name or URL associated with a link:

1. Click Settings.
2. Go to the Links Folder section in the Settings page.

The name of this section can vary.
3. Click the link whose name or URL you want to change to open the Edit a Workspace Link page.
4. Modify the display name and/or URL as appropriate.
5. Click Save.

Sorting Links

You can control the display order of the links in the Links Folder.

To sort links:

1. Click Settings.
2. Go to the Links Folder section in the Settings page.

The name of this section can vary.
3. Click Edit to open the Add, Remove and Sort Links page.
4. Select the link you want to move and click one of the following options:
• Move to Top: Moves the link to the top of the list.
• Move Up: Moves the link up one position in the list.
• Move Down: Moves the link down one position in the list.
• Move to Bottom: Moves the link to the bottom of the list.
5. Click Save.

Removing Links

To remove a link from the Links Folder:

1. Click Settings.
2. Go to the Links Folder section in the Settings page.

The name of this section can vary.
3. Click Edit to open the Add, Remove and Sort Links page.
4. Select the link to remove and click Remove.
5. Click Save.