Adding your Exchange Account on your iPhone or iPad

One of the most popular email platforms in the world is Microsoft Exchange; many corporations use this for their email, calendaring, contacts, etc. Many users will not realize they are actually using this because what they see on their computer screen on a Windows PC is usually Microsoft Outlook.  You may open up Microsoft Outlook and be in it all day and not realize that all of your data is actually stored on a Microsoft Exchange server.

Thankfully Microsoft Exchange is widely used, and not only works extremely well with Microsoft Outlook as you would expect, but it also allows users to connect from Apple’s IOS based devices, such as the iPhone and the iPad.

In this document will take you through the steps to add your Microsoft exchange account to your Apple device. You may find this helpful in case you have to get a new phone or tablet and would like to quickly get connected and stay productive using your brand-new tool!

The screenshots shown below were all done on an Apple iPhone, the screen may look slightly different but be very similar on iPad.

Step 1:  Begin the Process in Settings

On your Apple device open the settings application which looks like a small gear and is usually found on the first page of your apps. After you’ve open this scroll down and find the “Mail, Contacts, Calendars”, when you have located that, tap it with your finger or stylus.  (Figure 1).

Apple IOS iPhone iPad Exchange Email Setup

Figure 1
















Step 2: In the screen that shows up (Figure 2), select “Add Account”.

Apple IOS iPhone iPad Exchange Email Setup

Figure 2


















Step 3: Select Exchange as your New account (Figure 3).

Apple IOS iPhone iPad Exchange Email Setup

Figure 3





















Step 4: Enter your Exchange Server Credentials (Figure 4).

You will be asked to enter your email access credentials. This usually works just fine to enter the following.

  1. Your Email address
  2. Your password – the same password you use to login on your work PC everyday.
  3. A description – this is set to default as “Exchange” and it can stay this way, or you can set it to something more personal like “Midwest Exchange” if you like. It will show up in your email iPhone or iPad email application. There is no wrong answer here but you must provide something if you are changing it from “Exchange”.

When you have completed this, tap the word “Next” in the upper right corner.

If your credentials were accepted in Step 4, you will see the screen for step 5 that allows you to select which items will be synced to your device.  If the credentials were not accepted, you will be shown a screen that asks for more information.  You may enter the fields on this screen, or tap “Cancel” in the upper left corner which takes you back to step 3. When you return to this step, re-enter the information and pay special attention to the email address and password.

Apple IOS iPhone iPad Exchange Email Setup

Figure 4





















Step 5: Configure the Items to Sync

The screen in Figure 5 has options for the various items that Exchange is storing for you.  You can move the slider bar to the right for any data type you want to sync and have available on your device. In the example shown, we are syncing Mail, Contacts, Calendar, and Notes.  Reminders (which are Outlook tasks) are not being synced.

When you have configured the options the way you like, tap the word “Save” in the upper right corner.

Apple IOS iPhone iPad Exchange Email Setup

Figure 5




















Step 6: Verify Account Exists

When you complete Step 5, you will be shown a screen similar to Figure 6. It will show the name of the account you created (“Exchange” in our example), and the lists of the things that are being synced.

Your account is now operational and opening the mail, calendar, contacts, or other apps that were set to sync should begin to show you the data.  Note that you must be connected to the Internet or internal corporate network to be able to start syncing, and it may take a few minutes to show email, etc.

Apple IOS iPhone iPad Exchange Email Setup

Figure 6





















Step 7: Set your Default Account for Email and Calendars (if needed)

If you already have an email account setup (like Gmail, Hotmail, etc.) then you will need to set the default account that applications (like the Safari web browser use when you share something via email. Additionally, if you are already syncing a calendar you will likely want to set the fault calendar to use when creating a new appointment, to ensure it shows up on your work Exchange calendar.

  1. To do this, repeat step 1 above, but scroll down to the second mail section, and look for the option that says “Default Account”. Tap this and choose the account name you gave in step 4, or of you did not change it, it will say “Exchange”.  Then tap “<Mail…” in the upper left corner.
  2. Now scroll down to the bottom, and under the section titled “CALENDARS”, set the default calendar to the “Exchange” calendar similar to how you set the default email above.

Note that these two steps are only needed if you already have a mail server setup (like Yahoo), or a calendar setup (like Google Calendar), otherwise you can skip this last step.




Shared Calendars in IOS on iPads and iPhones

We all need to collaborate with others; it is a fact of life in a world where we specialize and are so connected electronically to others, requiring us to share our thoughts and work as we rely on each other.  One way we stay connected is through time based interactions with each other, and that is aided by sharing our calendars.  We share our schedules with others and they do so with us so we can see availability and agree on a time that mutually works. At Keystone, we have moved many of our new clients over the years to an Exchange mail server with Microsoft Outlook, and one of the great benefits they enjoy is the ability to have shared calendars on that platform.

In a post-PC, mobile first world, there is a necessity to still be able to do this. But Apples’s IOS operating system for mobile devices, like the iPhone and iPad, does not support syncing with another user’s shared calendar. You can see your calendar, but not a co-worker’s.  This may stop users from adopting and using these convenient devices, and we wanted to remedy that. We searched quite a bit and a solution was not apparent, but we were able to make it work.

In the app store on Apple iPads and iPhones, there is an app called CalendarOne, and it comes with an eval version and a paid version (now $9.99).  The evaluation version allows you to sync one other user’s calendar, and is limited to 7 days into the  future; the paid version removes this and also allows another in-app purchase which syncs automatically.

I downloaded the evaluation copy and set it up, but it did not work. The publisher, Networks 22 Limited, is aware of the issue and posted a set of steps that seem odd, in which you must stop syncing all calendars (Exchange, Google, etc.) and then re-sync them.  I followed it numerous times, but it was not reliable.  I then uninstalled the app and re-installed, stopped syncing my Exchange calendar (that was my only synced calendar), and set up a shared calendar through the CalendarOne app.  Finally I saw my coworker’s calendar on my iPad.  I then re-synced my personal Exchange calendar, and saw both my calendar and my coworkers in the same place.  Now I could actually work to schedule meetings!  I then purchased the paid version so I could add more coworkers, and a longer future period to sync.  I added another user and did not see them in my calendar.  Hmmm….I then went back to square one, and deleted the app, all calendars, and stopped syncing.  I reinstalled the paid version, added three co-workers, and saw all three – progress!  I then re-synced my personal Exchange calendar, and saw both my calendar and my coworkers – success!

CalendarOne on iPad Shared Calendar List

It looks like CalendarOne creates new local calendars on the iPad, and syncs the data from my coworkers’ shared Exchange calendar to my iPad, prefixing each entry with the user’s name in brackets.  This and color allows me to see whose schedule may be in conflict when I view it.  Note that I cannot edit any changes on my co-worker’s calendar, but I do not need to do that; I suspect a straight sync would work fine for that.

Here is what I see now, mine and a co-worker named Brian.

CalendarOne Shared Calendars Screenshot

The solution is well thought out given IOS’s native calendar limitations.  I will not use it everyday, but will a couple of times per month.  In the past, I maintained a server with Outlook installed that I would remotely connect to in order to see others’ calendar, now I can do it right on the device.

Thanks Networks 22 Limited!

Apple dominating early Smartwatch Interest

It appears that Apple has grabbed the mindshare of people’s interest in Smartwatches.  While Android wear, including watches from Samsung, Motorola, and LG have been on the market for a year, and the crowd-source favorite Pebble has had a presence since 2013, many people waited, and are waiting, for an Apple Smartwatch.

I would expect Apple’s entry to legitimatize the device segment, and actually create new opportunities for both Android and Pebble, and eventually follow a pattern closer to the phone platforms, so that Android smartwatch market share will reflect the Android market share in phones, and Apple will do the same.

The following data is from a survey performed by the 451 Alliance, an Information Technology research firm.

Smartwatch Vendor choice.

Apple Watch Update 1.01

Apple just released the first update to the Apple Watch, taking it from version 1.0 to version 1.01.  I just installed it by using the Watch app on the iPhone, which downloaded the 51.6Mb file and then installed it to the watch.  There were no issues and it took about 25 minutes from start to finish. For some reason the download from Apple took longer than expected, but otherwise it worked very well. Apple Watch 1.01 Update

Apple published some update notes, which include the following improvements:

  • Siri
  • Measuring stand activity
  • Calculating calories for activities like indoor cycling and rowing
  • Distance and pace for outdoor walk and run workouts (I noticed this did not work as expected when I took a walk this past weekend, it did not record any activity though I walked about 30 minutes).
  • Accessibility
  • Third Party Apps – not sure what this is, but some apps are very slow to load (for more on this see this link). 

There are also some additional languages now supported.

And while the release notes did not mention it, the calendar app is now bolder and easier to read, and scrolls similar to what you may see when reviewing the day’s schedule in a desktop application.  This is more useful on the small screen.


Apple Watch Review – Week 2

I have now hit the two week point with my Apple Watch.  I shared my thoughts after a week, and wanted to update you on what else I have encountered with an Apple Watch Review – week 2.

Some good stuff

The watch continues to do a great job at numerous things, among them:

  • I used a Golf app (FunGolf) and played a round.  For the first 2 holes it gave a glimpse at the possibilities of using a watch for such an activity. I was able to leave my phone in the cart or in my pocket and just glance at the watch for distance to the green.  Then it stopped working.  I contacted tech support for FunGolf and they said they had a known bug, but are releasing an update.  I will try that again.
  • I did a phone call while on the course with our project manager, and at the end of the call I asked him how the quality of the call was, my voice, etc. and he said it was good.  Up to that point, he had no idea I was in a cart.
  • The navigation works very well.  I tried two things:
    • Asking Siri on the watch for directions to a nearby church: no problem and gave me directions quickly.
    • Setting a destination on the phone and since the watch was connected, I kept getting little wrist taps and an indicator to turn left, right, etc. When I parked the car and started walking, the navigation switched from driving to walking directions automatically, and as I walked the 2 blocks with a turn, the watch led me right to the restaurant for lunch.
  • I paired a blue tooth stereo ear bud set (Jaybird Bluebuds X) to the watch to test using local music and other functions.  The music sounds great as expected, but music controls are limited to play/pause, previous song, and next song.
  • Continue to track my activity.  I used the workout mode for a long walk on Saturday, and it dutifully recorded more info.  I think it used more battery during this period, and I am not sure I see an advantage, as it is always tracking activity anyway, but I will try it again.

Some not so good stuff

In the not so good category, I was surprised by the following things.

  • There seems to be no way to start a call on the watch using a paired blue tooth headset.  I can answer a call that way, but not initiate one.
  • The ear bud controls do not work the same as on the iPhone or iPad.  On those devices I can double tap the middle button on the ear buds and go to the next song, three taps for back, etc. That just wants to do a redial when connected to the watch.  I will play some more with that, but so far I am disappointed. In fact the overall value of Bluetooth ear buds is pretty low with these limitations.
  • Third party applications seem slow and buggy so far.  The golf app, a small bible verse app, and Cyclemeter are slow to load and slow to respond when compared to Apple native apps like calendar, etc. This may be due to developers having limited exposure to the actual hardware, so I hope that gets better quickly.


Overall I still think it a good – very good purchase.  One thing I realized when considering the value: it is a watch.   That seems obvious, but consider what we expect of watches – we glance at them and get a tidbit of info, and move on to daily life.  The Apple Watch just gives me more to glance at, and I find that helpful.



Apple Watch Review – Week 1

Apple Watch

Apple Watch

I have had my Apple Watch for a week now, and wanted to share some first impressions. In no specific order, here is a quick Apple Watch review.

The watch is lighter than expected for the size. I have the 42mm sport version, and while it is larger than a traditional men’s Movada that I have been wearing, it is lighter.  It feels natural on the wrist.

I like the sport band, more than I thought I would.  Even before I ordered the watch I had already ordered an adapter to use standard bands, but the sport band is very comfortable. The genius part is how it hooks and then tucks under so easily; why no other watch manufacturer ever did this is beyond me, but it is slick.

The battery life is amazing.  As I write this I am at 55% at 9:42pm and have been using the watch since about 7:30am.  I have done dozens of texts, responded to alerts, took a long walk and use the activity recording features, used it for directions to a client,  and even did a phone call with it. When I ordered it, I also ordered a second charge cable, but have not even even worried about it to this point. I have heard of some getting 1.5 days out of it.  Why can’t all electronic producers be like Apple and under-promise and over-deliver?

The most handy feature that is making a difference for me is the activity tracking and alerts about progress towards goals. I listened to a podcast that said the watch was not a must have yet, and to wait for version 2 or 3, but that means you would wait 1-2 years or more to get the health benefits.  I am not going to live long enough to wait, so let’s get it on now!  I tend to look at that little gauge of activity goals and respond with more activity.

Siri works phenomenally well. The Cleveland Cavaliers are in the playoffs, and I wanted to know what time the game was starting.  If I were using my phone to check that, I tend to open a web browser and search.  But with the watch, there is no web browser.  So I just long hold the crown button and it prompts me to speak my command and I say “What time do the Cavs play tonight” and in a moment the answer is displayed with the channel, the series win-loss stats, etc. Perfect.

And finally, the fact that I can just leave my phone in my pocket and still get things done is great – as I mentioned, texting, accepting calendar invites, following somebody on Twitter is all very convenient.

I am liking it.

Mini Connected – Connected On the Road

  When I needed a new car a couple of years ago, I thought carefully about what would work best for me. My last three cars had been Cadillac STS models, and while I love the ride, the technology was starting to fall behind and how I would use a car. I carefully considered what would be the three most important aspects in my next vehicle, and it came down to this:

  • Small and economical – most of the time I’m driving by myself, about 28,000 miles a year, so I just needed enough space for myself, a coffee cup, and my small bag of electronics.
  • Electronically connected – I wanted to make sure that my car supported my smart phone, which at the time was an iPhone 4. I wanted to be able to access the things that were on the phone from the car’s console for a safer drive, and one that was more connected.
  • Fun to drive – it was important to me that my car was performance oriented and a lot of fun to drive on the often two-lane roads that I travel on to clients.

When I considered several cars on the market, the Mini Cooper offered a connected system that would bring my phone to the console, and would be fun to drive, while at the same time being small and economical. I looked at a few different models, and in the end purchased a Mini Cooper Coupe. This is a rare model which they have since discontinued after only about four years of production. It is perfect for me, as it has two seats, is a blast to cruise in especially on curvy roads, and my phone is fully supported in the dash controls and display.

    Since then I’ve logged about 60,000 miles and work my way through three different iPhones as well as a couple of iPads, and an Android phone. The Android phone is not as well supported, but the IOS devices are phenomenal. There are several native applications on IOS that are supported directly in the applications on the console, including Pandora, Mini Connected, Amazon Cloud Player, Spotify, and what has become my favorite, Stitcher. With each of these applications I simply plug my phone in to the USB port, and go to the Mini Connected option in the center console screen. I can then control any of these applications including moving forward and backwards through tracks, finding new content, and even seeing things like my calendar, and latest Facebook and Twitter feeds.

    If you are on the road, and would like to stay connected to the rest of the world while at the same time having a lot of fun, I’m not sure anything could beat this particular car.