Walkthrough Lotus Notes to a Windows Mobile device with Windows Mobile Device Center

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Below are some instructions on how to set up your sync between Lotus Notes and Windows Mobile devices.

Here is a web page that gives general information about our sync with Lotus Notes. There are four steps; Install CompanionLink on your PC, Configure Windows Mobile Device Center, Configure CompanionLink, and Synchronize!

http://www.companionlink.com/products/companionlink-lotusnotes.html

Please make sure you back up all related databases.

Setting up Windows Mobile Device Center

  1. Connect the USB cable to the handheld and the PC.
  2. Open Windows Mobile Device Center.
  3. If you have the option to "Set up your device":
    • Click "Set up your device"
    • Uncheck all the options for items to sync with.
    • Click Next
    • Enter a name for your phone, and clear the check box if you don't want a shortcut for Windows Mobile Device Center on your desktop.
    • Click Set Up
  4. If you have already set up your device:
    • Click Mobile Device Settings.
    • Click Change content sync settings.
    • Uncheck all the options for items to sync with.
  5. Once Windows Mobile Device Center says 'Connected', disconnect the handheld.


Setting up CompanionLink on your PC

NOTE: Always disconnect the handheld before opening CompanionLink Setup.

  1. Download and install CompanionLink Express or CompanionLink Professional.
  2. To open the application on Windows Vista and Windows 7, right click on the CompanionLink Setup icon and choose Run as Administrator. You might get prompted to allow or continue that action; please do.
  3. Choose "Windows Mobile" from the sync target drop-down options.
  4. Click on Pocket PC Settings and verify the correct Windows Mobile username appears in the dropdown.
  5. Choose Lotus Notes as your Contact Manager.
  6. Click Notes Settings
  7. Verify the correct executable path is selected, and the correct password entered.
  8. Click on the Notes Data tab, and verify the correct locations for the "Mail and Calendar" and the "Address" file are selected.
  9. If everything is correct, press Ok
  10. Exit CompanionLink


To Synchronize

  1. Connect the USB cable to the handheld and the PC.
  2. Open Windows Mobile Device Center and it will take it from there!

If you need further assistance, CompanionLink offers a RunStart service for first time setup for $49. You can order this at http://www.companionlink.com/runstart/index.html.

Also available is Premium Support which gives a year of premium tech care. For details go here: http://www.companionlink.com/premium/index.html