How to Set Up Custom Domains and Receive Email with Microsoft BPOS

One of the first tasks for many admins switching to the Microsoft Business Productivity Online Services (BPOS) is to configure email messaging.  This can be accomplished a few different ways, depending on your migration strategy.

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In this article we’ll walk through the simplest way of getting BPOS up-and-running: configuring BPOS as primary mail server for a domain without any data migration; and no Exchange co-existence.

When would this scenario be used? Most likely for one of these reasons:

  • You are setting up a brand new domain with BPOS.
  • You are running a trial evaluation of BPOS with a test domain before committing and migrating users.
  • You’re switching to BPOS from another hosting provider, and have no (or little) mailbox data to migrate.
  • You want to switch to BPOS, but only have a small number of mailboxes, so creating new mailboxes is low-effort.

High-Level Summary of the Steps

Setting up BPOS as your primary mail server is very easy.  There are only a few tasks involved, and we’ll walk through them step by step.

First, a couple of prerequisites.

If you haven’t already, sign up for a BPOS trial or pay account. I’m going to assume you can handle this one on your own.

Second, log in to the BPOS Admin site with the Administrator ID you just created. The link will be in the welcome email from Microsoft.

Third, you’ll need account login information for your domain registrar.  Setting up email involves creating a DNS record with your domain registrar or DNS hosting service.  So, get their login information handy and find their DNS management tool.  Some registrars require that you contact their support staff to make DNS changes, the good ones let you do it yourself. (Tip: Unsure who your registrar is? Here are some ways to find out.)

We’ll go into great detail below, but here’s a high-level summary of what you’re about to do, and why the steps are required. There are really only five main steps:

  1. Add your custom domain(s) to BPOS. Microsoft creates a generic domain that you could use for messaging, but it’s pretty ugly. Something like “user@bpostutorial.microsoftonline.com”. In this example we’ll add a new domain called bpostutorials.com.
  2. Verify your domain – a procedure to confirm that you own the domain you’re attempting to add to BPOS. This step involves creating a DNS record with your DNS host or domain registrar.
  3. Create user accounts and mailboxes in BPOS.
  4. Enable inbound messaging so that internet hosts send mail to BPOS instead of your old servers. This involves changing your DNS MX (Mail-Exchanger record) to point to Microsoft.
  5. Test it out!

In Detail: How to set up Messaging and DNS

Step 1: Add Custom Domains to BPOS

Open up the BPOS Admin site.  You may have a helpful “Tasks I Need to Do” shortcut in the middle of your screen. If so, click “Add your domain to Microsoft Online Services”. If not, click on the Users tab, then the Domain menu item.

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If you’re using the Users/Domains tab, click the “New” link in the upper-right corner.

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A screen will pop-up, like the one below. Enter your Domain name in the box provided – in my example I’ve used bpostutorials.com.

The two options in the lower-half of the screen determine if BPOS will be the primary mail server, or if it will co-exist with an external Exchange system.  Since we want BPOS to be your primary mail server, choose the “Authoritative” option.

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Click “Create” and a window like the one below will be displayed. Select the box to “Start the Verification Wizard” if you’re ready to go to the next step and Verify the domain now.

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Step 2: Verify Your Domain

Verifying a domain is accomplished by creating a DNS entry called a CNAME, or Alias into your DNS records.  Your DNS records are generally hosted by your domain registrar, though in some cases your DNS may be hosted elsewhere.

First we need Microsoft to tell us how to configure the CNAME. If you didn’t select the option to start the Verification wizard in the previous step, then go back to the Users tab, and click on the Domains menu item.  The newly added domain will now appear in the domains list. Click the “Verify Now” link.

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Select your registrar from the drop-down if available, otherwise select “Other” and click “Next“.

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On the next screen you’ll be provided with DNS settings that you’ll need to configure with your domain registrar. Don’t use the ones in the screenshot here, they will all be unique. Make a note of the Host name, and “Points To” information.

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Keep this window open. Now, fire up a new browser window and log in to your domain registrar’s admin site.  The example below was created using Go Daddy, but most registrars will have a similar tool. Microsoft has also compiled a detailed list of instructions for popular registrars.

Open up your registrar’s DNS tool and add a CNAME record. For example, with Go Daddy I would click the “Add New CNAME Record” button on the right-hand side of the screen.

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Enter the Alias information that BPOS gave you. Note that you usually don’t have to fully qualify an Alias (i.e. the full domain name isn’t required, just the host name).

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Success! Keep your registrar’s admin site open, because you’ll need it again in a minute.

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Flip back to your BPOS window (you left that open right?) and click the “Verify” button. If you did it right, then you should see a message like the one below. If it was unsuccessful then go back and confirm that you typed in the alias properly. Some registrars may take a few moments to process the change, so you could also try doing a DNS lookup from another system to confirm that the alias is working. BPOS won’t verify the domain until it can resolve the new alias you created to the server name it provided you in the previous steps.

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Step 3: Create Users

Without going into detail, this would be a good time to create some user mailboxes. In a moment you’ll tell the world to start sending mail to the new BPOS server for your domain. If you haven’t configured accounts before making the next changes, then mail delivery could be refused.

Make sure to select the correct domain from the domain drop-down box when creating users!

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Tip – make the domain you just created your “Default user account domain” on the domain properties screen. This will add new users to this domain by default.

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Step 4: Enable Inbound Messaging

This is it, the big moment when you enable messaging with BPOS. Before you proceed, make sure that you’re ready to make this change. This will make BPOS the primary, and only, mail server for your domain. Make sure you’ve created mailboxes, notified your users how to access the new system, and that you’re sure you want to direct all incoming mail to BPOS.

By now your domain should show as Verified on the Users/Domains menu:

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Click on the name of the domain to access the domain properties box, then go to the “Inbound Messaging” tab. Click “Enable”.

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Click “Enable” again on the next screen:

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And you’ll see a Success window like this one. But you’re not done yet! The dialogue box will provide a new MX record that needs to be set-up with your domain registrar. Make a note of the new MX information (e.g. in “Step 2” in the window below).

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Now go back to your domain registrar’s Domain management tool. Create a new MX record using the information provided in that last window. Set the Priority to 0 so that this record takes priority over other ones that might exist. Once again, for Go Daddy it would look like something like this:

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Check to make sure that no other MX records have a higher priority. If they do, change them to a lower priority (e.g. 10 or 20. Larger numbers = lower priority), or delete them if appropriate. The new record needs to be the highest priority or mail delivery will not work.

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Done? Great! Switch back to your BPOS admin window, and click Finish on the Enable Inbound Messaging box. That’s it! You’ve just configured BPOS for email.

Step 5: Test

Use a different mail system to send an email to one of the newly created mailboxes. Then, log in to OWA and you should see something like this:

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Allowing application servers to relay off Exchange Server 2007 /2010

 

From time to time, you need to allow an application server to relay off of your Exchange server. You might need to do this if you have a SharePoint, a CRM application like Dynamics, or a web site that sends emails to your employees or customers.

You might need to do this if you are getting the SMTP error message “550 5.7.1 Unable to relay”

The top rule is that you want to keep relay restricted as tightly as possible, even on servers that are not connected to the Internet. Usually this is done with authentication and/or restricting by IP address. Exchange 2003 provides the following relay restrictions on the SMTP VS:

Here are the equivalent options for how to configure this in Exchange 2007.

Allow all computers which successfully authenticate to relay, regardless of the list above

Like its predecessor, Exchange 2007 is configured to accept and relay email from hosts that authenticate by default. Both the “Default” and “Client” receive connectors are configured this way out of the box. Authenticating is the simplest method to submit messages, and preferred in many cases.

The Permissions Group that allows authenticated users to submit and relay is the “ExchangeUsers” group. The permissions that are granted with this permissions group are:

NT AUTHORITY\Authenticated Users {ms-Exch-SMTP-Submit}
NT AUTHORITY\Authenticated Users {ms-Exch-Accept-Headers-Routing}
NT AUTHORITY\Authenticated Users {ms-Exch-Bypass-Anti-Spam}
NT AUTHORITY\Authenticated Users {ms-Exch-SMTP-Accept-Any-Recipient}

The specific ACL that controls relay is the ms-Exch-SMTP-Accept-Any-Recipient.

Only the list below (specify IP address)

This option is for those who cannot authenticate with Exchange. The most common example of this is an application server that needs to be able to relay messages through Exchange.

First, start with a new custom receive connector. You can think of receive connectors as protocol listeners. The closest equivalent to Exchange 2003 is an SMTP Virtual Server. You must create a new one because you will want to scope the remote IP Address(es) that you will allow.

The next screen you must pay particular attention to is the “Remote Network settings”. This is where you will specify the IP ranges of servers that will be allowed to submit mail. You definitely want to restrict this range down as much as you can. In this case, I want my two web servers, 192.168.2.55 & 192.168.2.56 to be allowed to relay.

The next step is to create the connector, and open the properties. Now you have two options, which I will present. The first option will probably be the most common.

Option 1: Make your new scoped connector an Externally Secured connector

This option is the most common option, and preferred in most situations where the application that is submitting will be submitting email to your internal users as well as relaying to the outside world.

Before you can perform this step, it is required that you enable the Exchange Servers permission group. Once in the properties, go to the Permissions Groups tab and select Exchange servers.

Next, continue to the authentication mechanisms page and add the “Externally secured” mechanism. What this means is that you have complete trust that the previously designated IP addresses will be trusted by your organization.

Caveat: If you do not perform these two steps in order, the GUI blocks you from continuing.

Do not use this setting lightly. You will be granting several rights including the ability to send on behalf of users in your organization, the ability to ResolveP2 (that is, make it so that the messages appear to be sent from within the organization rather than anonymously), bypass anti-spam, and bypass size limits. The default “Externally Secured” permissions are as follows:

MS Exchange\Externally Secured Servers {ms-Exch-SMTP-Accept-Authoritative-Domain}
MS Exchange\Externally Secured Servers {ms-Exch-Bypass-Anti-Spam}
MS Exchange\Externally Secured Servers {ms-Exch-Bypass-Message-Size-Limit}
MS Exchange\Externally Secured Servers {ms-Exch-SMTP-Accept-Exch50}
MS Exchange\Externally Secured Servers {ms-Exch-Accept-Headers-Routing}
MS Exchange\Externally Secured Servers {ms-Exch-SMTP-Submit}
MS Exchange\Externally Secured Servers {ms-Exch-SMTP-Accept-Any-Recipient}
MS Exchange\Externally Secured Servers {ms-Exch-SMTP-Accept-Authentication-Flag}
MS Exchange\Externally Secured Servers {ms-Exch-SMTP-Accept-Any-Sender}

Basically you are telling Exchange to ignore internal security checks because you trust these servers. The nice thing about this option is that it is simple and grants the common rights that most people probably want.

Option 2: Grant the relay permission to Anonymous on your new scoped connector

This option grants the minimum amount of required privileges to the submitting application.

Taking the new scoped connector that you created, you have another option. You can simply grant the ms-Exch-SMTP-Accept-Any-Recipient permission to the anonymous account. Do this by first adding the Anonymous Permissions Group to the connector.

This grants the most common permissions to the anonymous account, but it does not grant the relay permission. This step must be done through the Exchange shell:

Get-ReceiveConnector “CRM Application” | Add-ADPermission -User “NT AUTHORITY\ANONYMOUS LOGON” -ExtendedRights “ms-Exch-SMTP-Accept-Any-Recipient”

In addition to being more difficult to complete, this step does not allow the anonymous account to bypass anti-spam, or ResolveP2.

Although it is completely different from the Exchange 2003 way of doing things, hopefully you find the new SMTP permissions model to be sensible.

Creating a SharePoint Statement of Governance

Courtesy of the Burton Group.

Everything from maintenance to politics described as “governance”, but what is it really? What is the list of topics that should go into a web statement of governance that doesn’t overlap with what is already in maintenance and administrator’s manuals? Burton Group to the rescue! This poster provides a handy reference on how to create a SharePoint statement of governance (SOG). It is about 2.5 by 3.5 feet when printed and is the perfect companion to our Methodologies and Best Practices document “Website Governance: Guidance for Portals, SharePoint, and Intranets”.
And best of all, the poster is free for download! Just click on the link to register and then download the file. It is suitable for printing on a large format printer or just scanning online. Download Poster

HP Sizer For Microsoft SharePoint 2010

HP Sizer for Microsoft SharePoint is a complimentary planning resource that encapsulates knowledge gained from extensive performance characterization of Office SharePoint Server 2007 and SharePoint 2010 in the HP Alliances Performance and Solutions labs, widespread collaboration between HP and Microsoft, and numerous SharePoint performance whitepapers produced by HP engineering.

A new feature of this sizer is to configure the server requirements for a highly available Hyper-v R2 environment.

Get it from http://h71019.www7.hp.com/activeanswers/Secure/548230-0-0-0-121.html

Configuring My Site in SharePoint 2010

 

SharePoint My Sites are commonly referred to as “Facebook for the enterprise” and are personal site collections providing each user with the ability to store private and public information such as documents, pictures, status updates, etc easily and efficiently.  My Sites in SharePoint 2010 takes social enterprise computing to the next level and builds upon what we have come to love in previous versions.  Microsoft saw the need to continue to invest and enhance SharePoint’s social networking capabilities, and as web 2.0 technologies continue to sprawl all over the world wide web, Microsoft have again successfully set the bench mark in the enterprise by introducing an array of social computing features to enhance end user collaboration in SharePoint 2010.

Create the My Site Web Application

We begin by first creating a Web Application that will eventually house our My Site Host and subsequent site collections.

Navigate to Central Administration / Application Management / Web Applications

Click New

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Authentication: Select either Claims or Classic depending on your requirements.  I will select “Classic”

IIS Web Site: Create a new IIS web site (enter your details as per your requirements)

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Authentication Provider: Select your preferred provider based on your requirements.

Public URL: Specify the URL that users will type to access their My Sites.

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Application Pool: Create a new application pool and give it a descriptive name

As we have been utilizing the least privilege model whilst configuring our SharePoint farm in this series, we will click on Register a new managed account and enter the details for our My Site Application Pool Identity.  Note: This account will be required to be provisioned in Active Directory before you can proceed. e.g. In my example I have created an account called DOMAIN\sp_mysite.

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Click OK

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Database Name and Authentication: Specify your Database server and Database name.

Failover Server: Specify your failover server if you are utilising SQL Server database mirroring.

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Click OK

You should receive the below confirmation that the Web Application has been successfully created.

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Click on our newly created “SharePoint – My Site” Web Application and click on General Settings.  Proceed to fill out your Web Application specific settings such as the Default Time Zone etc.

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Create the My Site Host Site Collection

Now that we have successfully created our My Site Web Application, we can now proceed to create our My Site Host Site Collection.  This will be the top level site that will house our individual user’s site collections.

Navigate to Central Administration / Application Management / Create site collections.

Ensure that the recently created My Site Web Application is selected, enter in a Title and click select the My Site Host Template located under the Enterprise Tab.  Lastly, specify your site collection administrators and click OK.

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You should then receive confirmation that the top level My Site Host has been successfully created.

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Setup My Sites

Now that we have successfully provisioned our My Site Web Application and Top Level Site Collection that will host our My Sites, we can continue to configure our My Site Settings.

Navigate to Central Administration / Application Management / Manage service applications.

Click on User Profiles.

Click on Setup My Sites located under My Site Settings.

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Enter the details of your Preferred Search Center if you have one setup already.

Enter the URL of your My Site Host that we have just created in the previous step and the personal site location.

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Finally, select your Site Naming format, configure your Language Options, Permissions and My Site Email Notifications.

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Click OK.

Add our Managed Path

Because we have specified “personal” as our Personal Site Location, we will need to define our managed path against our My Site Web Application.

Navigate to Central Administration / Application Management / Manage Web Applications.

Click on your My Site Web Application and click on Managed Paths from the Ribbon.

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Add “personal” as a Wildcard inclusion, click Add Path and click OK

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Enable Self-Service Creation

Our last configuration step provides our users with the privilege to provision their own My Site’s by enabling the Self-Service Creation.

Navigate back to Central Administration / Application Management / Manage Web Applications.

Click on your My Site Web Application and click on Self-Service Site Creation.

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Select On and click OK.

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If I now browse to my My Site URL I will be presented with the following “What’s New” Page.

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It is only until I click on “My Content”, that SharePoint will proceed to create my personal site as per SharePoint 2007.

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My Content

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As you can see, we have now successfully completed our setup of a My Site Host which will house our user’s My Sites.

One Document, Multiple Document Libraries

Here’s another question I see a lot, “Is there a way to have one document in multiple libraries, but have there be a master?” The answer is “sort of.” In SharePoint 2007 there is a new concept of “Content types.” A content type is kind of like a template for document types you store in libraries. In this case we’re going to leverage the “Document Link” content type. You can use it to create a link to a master document in another library or to any URL in general. In this post I’ll walk you through how to do it. First, notice your options when creating a new document in a standard Team site Document Library.

We’re going to add another option there for your link. Click Settings and then Document Library Settings. You need to access the Advanced Settings for the library, so click that.

Since we need to add a content type, click Yes next to Allow management of content types. Then hit Ok.

Now when you go back to the Document Library settings you’ll see a new section, Content Types. Click “Add from existing site content types.”

The content type we want to add is “Link to a Document.” Click it on the left and click Add to add it. Click Ok.

Now you should see your new content type in the Document Library settings.

Make sure it will be Visible on the New Button

Now when you create a new document in that library you’ll have another option under new. Let’s check it out.

Go ahead and click it and let’s create one. It’s just like filling out a favorite in your web browser. Give it a name and a link. In this example I’m linking it to a Word document in another library, but you can put any URL in there, SharePoint doesn’t verify it’s pointing to another SharePoint location.

Here’s what it looks like when you’re finished:

Whenever you want you can change the document that the link references without worrying about the links pointing to it. This basically replaces the old “Links Library” in SharePoint 2003.

Can’t Connect Outlook 2003 To Exchange 2010. Unable To Open Your Default E-mail Folders…

I was trying to connect to my Exchange 2010 Server with Outlook 2003, but couldn’t connect successfully. I tried with Outlook 2007 & 2010 and was able to connect successfully. That made me search whether Outlook 2003 is a supported client and it is. The error message is “Unable to open your default e-mail folders”

After playing around for a while, and a bit of Googling I found the solution. Before I jump in to the fix, let me explain a few changes in Exchange 2010 in terms of MAPI connectivity.

•All MAPI clients connecting to Exchange 2010 server connects to the mailbox through the CAS Server.

•A new service named Exchange RPC Client Access is introduced in 2010 CAS which handles all MAPI connections.

•All MAPI clients connect to the mailbox server directly in Exchange 2007.
Now that we know about the new RPC Client Service running on the 2010 CAS Server, lets bring up the full info by running Get-RpcClientAccess | fl

We can see that this service needs rpc encryption and it is set to True by default.

Same is the case with Outlook 2007 & 2010 profiles! Encryption between Outlook and Exchange is enabled by default, which explains why these clients can connect to Exchange 2010 without any issues.

Outlook 2003 profiles don’t enable encryption by default.

Once I checked the box, I could connect to my 2010 mailbox.

You can also disable the requirement of 2010 CAS servers to have encryption enabled by running:

Set-RpcClientAccess –identity servername –EncryptionRequired $false.

This is not recommended though!

If you have too many Outlook 2003 clients trying to connect to a 2010 server, you can enable encryption using Group Policy.

iPhone Tricks You Might Not Have Known (iPod Touch Tricks Included)

Whether you’re an iPhone rookie or a weathered pro, take a look at these quick-and-easy iPhone tips and tricks which not only save you time, but ease your overall iPhone experience.

(These items are listed in no particular order.)

Scroll to Top of Page –
In any application, Safari included, you can automatically scroll to the top of the page by tapping on the “top bar”, which has the time, service bars, and battery. In Safari, this not only brings you to the top of the page, but also brings up the URL bar.

Domain Suffix – [On firmware 2.0 onwards only]

Hold down the “.com” key for “.net, .edu, .org” keys. Note: Slide your finger from .com to .net/.edu/.org, rather than lifting and pressing

Stay Tuned for more useful tips 🙂

iPhone 3GS vs HTC HD2

Hi all, I have recently changed my Apple iphone for the new sleek HTC HD2 (Leo)… I took me a lot of time to decide on the HD2 as I am a big lover of the apple iPhone My reasons to change to the HTC HD2 are as follows:

1, Cost
2, 5 mega pixel camera and flash
3, I can use the HD2 as a modem on my netbook, without paying for further internet tethering services as you would do with the iPhone
4, I no longer need to use Apple’s iTunes to govern what goes onto my device
5, Microsoft office mobile – I am a big user of office 2003 / 2007 and will benefit from these features.
6, I can upgrade the memory by changing the micro SD card in the HD2
7, Purchase / replace the battery in the HD2

To follow is my review of both phones, I found a lot of this information on other websites, but most of it reflects my thoughts on both devices.

Design

Side by side, the HD2 and iPhone 3GS look similar and yet much different from each other. On the one hand, they both deliver customer interactivity that is heavily dependent on touch sensitive screens. On the other, there is significant difference in scale here. The 3.5-inch screen of the iPhone is by no means small, but the 4.3 inches of the HD2 dwarfs it and makes it look as it was tiny. Both displays offer good image quality indoors, but the iPhone has the upper hand outdoors, in bright sunlight. Their sensitivity is extremely high, although the HD2 has the edge here, despite the fact that this is not much of an advantage in this particular case.

Interface:

Despite its name “Sense”, HTC´s personalized interface looks like (and has the functionality of) the well-known TouchFLO 3D and they are actually almost identical in every respect. The home screen consists of multiple tabs that will allow you to quickly get to almost any function of the phone. It´s a good thing that Sense adds integration of Facebook, Twitter and YouTube, because using these social services feels easier and better than ever. Behind the appealing face of Sense, however, lies the power of Windows Mobile 6.5 that business people do appreciate.

The iPhone OS platform is also quite famous among customers. Visually, it may be far from spectacular, but its distinguishing features are simple, user-friendly interface and fast speed. You don’t need to have solid knowledge of cell phones in order to make the most of your iPhone right away, because everything is right-down intuitive.

With the rapidly improving hardware, however, the performance gap between these operating systems is getting smaller and less significant by the day. Thanks to its 1GHz processor and ample amount of RAM, the HTC HD2 responds just as fast and reliably to your commands as the most powerful iPhone. What´s more, HTC Sense looks more contemporary and offers integration of social networks, quite a serious advantage indeed.

Messaging:

Any self-respecting smartphone should be able to offer proper email functionality. Of course, both the HD2 and the iPhone 3GS are great performers in this respect, they just visualize the relevant information differently. The HD2 comes with dedicated Mail tab that allows users to go over shorter versions of their emails on the fly. Its advantage is the ability to instantaneously switch between email accounts.

You don’t have tabs on the iPhone, so like it or lump it, you will have to get to know the Mail application better, which actually sports the same functionality found on its rival. It also permits users to take a quick look at short versions of all received emails, but its shortcoming is that switching between accounts feels clumsier alongside of the way you do it on the HD2.

The QWERTY keyboard is another extremely important aspect you need to consider in terms of proper email handling. The keyboard layout of the iPhone 3GS features more space in between keys, which equates to lower chance of pressing the wrong button. In the case of the HD2, buttons are larger, but more cramped. We wouldn’t dare call either of them a winner here if it wasn’t for the excessive screen sensitivity of the HD2 which means higher probability of typing mistakes due to increased number of erroneous presses. Despite that, you can´t go wrong with either handset and you can be pretty sure you´re getting the best no matter your particular choice.

Software:

If you happen to be someone who enjoys proper entertainment or for some reason needs various software applications, the available variety at the online application stores of Apple and Microsoft is an important factor and something you do need to consider.

In other words, if you happen to be a person who likes having fun and lend color to their daily grind with various applications, you better head for the nearest mental health treatment facility and… this is a joke of course, not funny at that. Well, if you happen to be such a person, you better opt for the iPhone, because you will get access to a software library of almost 100,000 programs. On the other hand, there are quite a few applications for Windows Mobile as well. The thing is not many of them can be found at Windows Marketplace for Mobile itself, not to mention the free stuff there is as scarce as chicken teeth. To top it off, paid programs cost an arm and a leg. Hands down, the iPhone remains our blue-eyed boy here.