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Windows Phone 8 Field Guide: The Quickest Way to Get It Done with Windows Phone 8
Windows Phone 8 Field Guide: The Quickest Way to Get It Done with Windows Phone 8
Windows Phone 8 Field Guide: The Quickest Way to Get It Done with Windows Phone 8
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Windows Phone 8 Field Guide: The Quickest Way to Get It Done with Windows Phone 8

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Windows Phone 8 Field Guide is my gift to the Windows Phone community. I've been enthralled by Windows Phone since Microsoft announced the new platform in February 2010 at Mobile World Congress in Barcelona. I was so excited by this release, in fact, that I wrote the first-ever book about Windows Phone, called Windows Phone 7 Secrets, in the middle part of that year, before it even shipped to the public. In doing so, I was also one of the first people outside of Microsoft to obtain a prototype Windows Phone handset, and I took it to Europe that summer after writing the book and continued the conversation by blogging about my experiences. Since then, I've never stopped using or writing about Windows Phone. Few people have more experience with this platform than I do.
LanguageEnglish
PublisherBookBaby
Release dateMay 12, 2014
ISBN9781483528304
Windows Phone 8 Field Guide: The Quickest Way to Get It Done with Windows Phone 8

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    Book preview

    Windows Phone 8 Field Guide - Paul Thurrott

    @thurrott.

    Contents at a glance

    Contents at a glance

    Contents

    Who this book is for

    Acknowledgements

    Introduction

    1. Getting Started

    2. The Windows Phone User Experience

    3. Store

    4. Search

    5. People + Me

    6. Phone

    7. Messaging

    8. Maps + Location

    9. Email

    10. Calendar

    11. Internet Explorer

    12. Office + OneNote

    13. Music, Videos and Podcasts

    14. Photos

    15. Games

    16. Security + Networking

    17. PC Integration

    Releases

    Contents

    Contents at a glance

    Contents

    Who this book is for

    Acknowledgements

    Introduction

    1. Getting Started

    Configure your Microsoft account

    Configure Microsoft account settings

    Change your account picture

    Connect other accounts to your Microsoft account

    Choose a Windows Phone handset

    Understand Windows Phone hardware components and which really matter

    Understand the Nokia advantage

    Set up your phone

    Complete the initial set up wizard

    Connect to a Wi-Fi network

    Set up and configure accounts

    Set up a new account

    Configure an account

    Update apps

    2. The Windows Phone User Experience

    Basic navigation

    Use the multi-touch screen

    Device rotation

    Understand the hardware buttons

    Power button

    Back button

    Start button

    Search button

    Volume Up and Volume Down buttons

    Camera

    Understand common software interfaces

    Status bar

    Onscreen keyboard

    Copy and paste

    Start experience

    Understand the Start screen

    Understand All Apps

    Customize Start screen tiles

    Reposition a Start screen tile

    Resize a Start screen tile

    Remove a Start screen tile

    Pin an app to the Start screen

    Apps and Hubs

    Understand apps and hubs

    Understand the types of apps and hubs you will see on Windows Phone

    Single screen apps

    Pivot apps

    Panorama apps

    Understand which hubs are included with Windows Phone

    Understand which apps are included with Windows Phone

    Understand common app interfaces

    App bars

    Pop-up menus

    Personalization

    Understand Settings

    Configure other accounts

    Change the theme

    Make text bigger

    Configure ringtones and sounds

    Configure the lock screen

    Download apps and games

    Name your phone

    Name your phone using File Explorer in Windows

    Download the Windows Phone apps

    Name your phone using the Windows Phone desktop application

    Name your phone using the Windows Phone mobile app

    Use rotation lock

    3. Store

    Access Windows Phone Store from your PC or tablet

    Edit your payment information

    View your purchase history and reinstall previously downloaded apps

    Browse and find apps

    Launch the Store app

    Tour of the Store user experience

    Browse for apps

    Search for an app

    Learn more about an app

    Install, buy or upgrade an app

    Install a free app

    Buy an app

    Install a paid app you've already purchased

    Try a paid app

    Convert a trial app to a paid app

    Download an app update

    Share an app

    Rate and review an app

    Make an in-app purchase

    Protect purchases with a PIN

    Get app and game suggestions

    4. Search

    Understand the Bing hub

    Tour of the Bing interface

    Find anything

    Understand Bing search results

    Get instant answers

    Learn more with quick cards

    Find an image or video

    Find a nearby place

    Find a movie locally

    Find and buy a product

    Find out which song is playing

    Find out what you're looking at

    Scan a Barcode, QR code, or Microsoft Tag

    Scan and translate text

    Find out more about a CD, DVD, video game, or book

    Find your location, directions, or a different place

    Find it with your voice

    Find an app

    Search from Internet Explorer

    Share search results

    Pin search results to the Start screen

    Customize Bing

    5. People + Me

    Understand how accounts and contacts impact the People hub

    Understand the People tile and launch the hub

    Tour the People hub

    Find a contact

    Quick navigate through the list of contacts

    Search

    Find a contact from other apps

    See what's new with all of your contacts

    Filter the What's New list

    Read a post and post comments

    Like a post

    View and use post images

    Quickly access recent contacts

    Interact with a contact

    View a contact card and reach out to that person

    Pin a contact to the Start screen

    Edit a contact

    Edit a Facebook friend's contact information

    Edit a linked contact

    Edit a contact found in only one non-Facebook account

    Link (and unlink) contacts

    Share a contact

    Delete a contact

    See what's new with a contact

    See a contact's photos

    View your communications history with a contact

    Add a new contact

    Interact with multiple contacts at once

    Groups

    Create a group

    Add a member to a group

    Remove a member from a group

    See what's new with a group of people

    See recent photos from a group of people

    Pin a group to the Start screen

    Rename a group

    Delete a group

    Rooms

    Create a room

    Add a member to a room

    Join a room that someone else created

    Understand the room user experience

    Manage a room

    See what's new with all room members

    See member photos

    Send an email to all room members

    Chat with room members

    Send your location to other room members

    Share a calendar with room members

    Share a photo or video with room members

    Share notes with room members

    Customize People

    Me

    Understand how accounts impact Me

    Find and launch Me

    Tour the UI

    Update your profile picture

    Post an update

    Check-in to Facebook

    Toggle your chat status

    Read and respond to what other people are saying online

    Re-pin a missing Me tile

    6. Phone

    Launch Phone

    Understand the Phone app

    Manually dial a phone number

    Call a contact

    Call a contact with your voice

    Call a phone number from elsewhere in Windows Phone

    Call a location from a Bing quick card

    Call a person who sent you a text message

    Call a number in an email

    Call a number in an appointment

    Understand what you can do during a phone call

    End the call

    Do something else with your phone

    Use the keypad

    Enable the speakerphone

    Mute the call

    Place the call on hold

    Add another caller

    Create a conference call

    Handle an incoming phone call

    Answer a phone call

    Ignore a phone call

    Text a reply instead of answering a phone call

    Understand what happens when you ignore or miss a call, or receive a voice mail

    Access your call history

    Return a phone call

    Learn more about a person who called

    Remove an item from your call history

    Delete the entire call history

    Search your history

    Access your voice mail

    Call your voice mail

    Use visual voice mail

    Listen to a voice mail

    Use phone features while listening to a voice mail

    Manage voice mails

    Configure your voice mail

    Use a Bluetooth headset

    Pair a Bluetooth headset with your phone

    Answer a call with a Bluetooth headset

    Initiate a call with a Bluetooth headset

    Customize Phone

    Phone Settings

    Other settings that impact the phone experience

    Configure the ringer, vibration and ringtone and voicemail sounds

    Configure a ringtone for an individual contact

    Make volume, ringer and vibrate changes on the fly

    Configure lock screen reminders for phone and voice mail

    7. Messaging

    Understand how Messaging uses accounts

    Launch Messaging

    Messaging tour

    Create a new message

    Use your voice to send a message

    Send a message attachment

    Attach a photo or video to a text message

    Attach your location to a text message

    Attach a voice note to a text message

    Attach a contact to a text message

    Send a group text

    Use emoticons

    Handle received messages

    Understand Messaging notifications

    Understand Messaging tile notifications

    Understand Messaging notifications on the lock screen

    Manage threads and messages

    Delete a thread

    Delete multiple threads

    Delete a message in a thread

    Use Facebook and Messenger

    Enable Facebook Chat

    Enable Messenger

    Set your Facebook Chat and Messenger chat status

    Chat with your Facebook friends and Messenger contacts

    Switch between messaging services

    Customize Messaging

    Use Messaging Settings

    Configure Ringtones + Sounds

    8. Maps + Location

    Bing Maps

    Find and launch Bing Maps

    Find your current location

    Navigate through Maps

    Find your way inside a mall or other location

    Find a location

    Clear the map

    Get directions

    Get driving directions

    Get walking directions

    Change between map-only and directions list views

    Stop using directions

    Configure the view

    Show traffic updates

    Show an aerial view

    Favorite places

    Add a location to Favorites

    Access your favorites places

    Access Bing Maps while offline

    Pin a location to the Start screen

    Share your location

    Access Bing Maps from other apps

    Customize Maps

    Local Scout

    Find and launch Local Scout

    Understand the Local Scout interface

    Find local places

    Find places in a different location

    Pin Local Scout to the Start Screen

    Driving Mode

    9. Email

    Email and accounts

    Understand which accounts support email

    Add a new email-based account

    Understand the Mail app

    Select one or more messages

    Mark a message as read or unread

    Use message flags

    Delete a message

    Compose a new message

    Voice to text: Compose a message with voice

    Work with other folders

    View other email folders

    Move a message to a new folder

    Pin another folder to the Start screen

    View and interact with an email message

    Communicate more with the sender

    Communicate with other people who received the email message

    View an attachment

    Reply or forward a message from the message view

    Delete a message from the message view

    Switch to a newer or older message from the message view

    Toggle a message flag from the message view

    Mark a message as read/unread from the message view

    Move a message to a new folder from the message view

    Manually sync with the email service

    Link inboxes

    Link two or more inboxes

    Understand how the Mail app changes when you link inboxes

    Respond to meeting requests

    Customize Mail

    Customize Mail settings

    Customize account sync settings

    Customize email alerts on the lock screen

    10. Calendar

    Understand how accounts affect Calendar

    Launch Calendar

    Calendar tour

    Navigate between the Day, Agenda, and To-do views

    Navigate within the Day, Agenda, or To-do views

    Use Month view

    Navigate to today

    Navigate to a specific day in the current month

    Navigate to a different month

    Navigate to a different month or year

    Manage appointments

    View an appointment

    Find an appointment location in Maps

    Create an appointment

    Create a Quick Event appointment

    Modify an appointment

    Delete an appointment

    Manage meetings

    Accept or decline a meeting request

    Reply to a meeting request

    View meeting attendees

    View information about an attendee

    Add a meeting attendee

    Tell meeting attendees you're running late

    Delete a meeting

    Access a meeting from an email

    Use Facebook Events

    View details for a Facebook event

    Accept or decline a Facebook event

    View Facebook event comments

    Add a Facebook event comment or like

    View a Facebook event guest list

    Manage to-do's (tasks)

    Change the display of the to-do list

    Mark a to-do as complete

    Delete a to-do

    View and edit a to-do

    Add a new to-do

    Handle appointment, meeting and to-do notifications

    Understand Calendar notifications

    Understand Calendar tile notifications

    Understand Calendar notifications on the Lock screen

    Customize Calendar

    Use Calendar Settings

    Use Ringtones + Sound Settings

    11. Internet Explorer

    Find and launch IE Mobile

    Tour of IE Mobile

    Web page navigation

    Navigate to a web page

    Stop a web page from completely loading

    Refresh the current web page

    Navigate to the previous web page

    Find text on the current web page

    Search the web

    Search the web from IE Mobile

    Search the web with Bing

    Change the browser search provider

    Tabs

    Access tabs

    Delete a tab

    Create a new tab

    Open a link in a new tab

    Access tabs from the address bar button

    Open links from other apps in a new tab

    Recent

    Access Recent

    Manage pages in the Recent list

    Favorites

    Access Favorites

    Edit a Favorite

    Delete a Favorite

    Add a web page to Favorites

    Access favorite web pages from the address bar

    Access Favorites from the address bar button

    Pin a web page to the Start screen

    Save a picture from a web page to your phone

    Watch a YouTube video

    Share information from web pages

    Share a web page

    Share or copy a link

    Copy and paste text from a web page

    Customize Internet Explorer Mobile

    12. Office + OneNote

    Office hub

    Tour of the Office hub

    Understand and configure Places

    Use SkyDrive with the Office hub

    Use Office 365 with the Office hub

    Add a SharePoint document library to Places in the Office hub

    Access recent documents

    Create a new document

    Work with documents

    Open a document

    Pin a document to Start

    Delete a document from the phone

    Save a document to a different location

    Share a document

    Understand commands that are common to Word, Excel and PowerPoint

    Exit

    Save

    Save as

    Open the location that contains the current document

    Share

    Word Mobile

    Open a word document

    Edit a document

    Navigate around a document

    Select a word or a block of text

    Copy and paste text within a document

    Toggle the virtual keyboard

    Format text

    Find text

    Use Outline view

    Add a comment to a document

    View document comments

    Delete a comment

    Excel Mobile

    Open a workbook

    Navigate through a workbook

    Select a cell or a range of cells

    Switch between available worksheets

    Format a cell

    Use a function

    Use AutoSum

    Find text or numbers

    Sort a range of values

    Apply a filter

    Make a chart

    PowerPoint Mobile

    Display a slide show

    View the slides in a presentation

    Edit text in a presentation

    Move a slide

    Hide or unhide a slide

    Return to Slide Show mode

    Add or edit slide notes

    OneNote Mobile

    A OneNote primer

    Launch OneNote

    View and manage available notebooks

    Open a notebook

    Navigate through a notebook

    Delete one or more notes

    Create a new note

    Edit a note

    Edit text

    Add a to-do list

    Add a bulleted list

    Add a numbered list

    Insert a picture

    Add an audio note

    Increase and decrease the indent

    Format text

    Search for text across all of your notebooks

    Share a note

    Pin a note to the Start screen

    Customize Office and OneNote

    13. Music, Videos and Podcasts

    Find and launch the Music + Videos hub

    Tour of the Music + Videos hub

    Collection

    History

    New

    Apps

    Xbox

    Digital music

    Tour of the Music experience

    Explore an artist

    Find more music from an artist

    Get the buzz

    Read an artist biography

    Find related artists

    Download music from your cloud collection

    Download one song

    Download multiple songs at once

    Purchase or download music from Xbox Music Store

    Find music with Search

    Play music

    Control music playback

    Control music playback from outside the app

    Return to Now Playing

    Automatically shuffle your entire collection

    Playlists and Smart DJ mixes

    View a playlist

    Play a playlist

    Create a playlist

    Create and play a Smart DJ mix

    Save a Smart DJ mix as a playlist

    Pin favorite music to the Start screen

    Add music to Kid's Corner

    Digital videos

    Explore the Videos experience

    Play a video

    Manage videos

    Podcasts

    Find a podcast in Windows Phone Store

    Stream or download a single podcast episode

    Subscribe to a podcast

    Find and manage subscribed podcasts

    Pin a podcast to the Start screen

    Delete a podcast

    View a podcast and manage it further

    Play a podcast

    Other ways to enjoy podcasts

    Sync a podcast from iTunes

    Other podcast apps

    FM radio

    Find a radio station

    Add a station to favorites

    Remove a station from favorites

    Access your favorite stations

    Pin a radio station to the Start screen

    Pause live radio

    Switch to the internal speaker

    Configure FM radio for your region

    Customize Music + Videos

    14. Photos

    Manage and enjoy photos

    Set up and configure accounts for photos

    Launch the Photos hub

    Tour the Photos hub

    View your photo albums

    View photos in a photo album

    Share a photo

    Edit a photo

    Add or view tags for a photo

    Delete a photo

    Save an online photo to your phone

    Add a photo to Favorites

    Set a photo as the lock screen background

    Set a photo as the Photos hub background

    Use favorite photos as the Photos hub and tile background

    Take photos and videos

    Launch the Camera app

    Configure the Camera app

    Set photo settings

    Set video settings

    Take a photo

    Toggle the flash

    Zoom the viewfinder

    Toggle between the cameras

    Record a video

    View previous photos and videos

    Extend Camera with Lenses

    Find lenses

    Pick the best lenses

    Take a screenshot

    Customize the Photos hub and Camera app

    15. Games

    Understand Xbox LIVE

    Get additional Xbox Games apps

    Find and launch the Games hub

    Tour of the Games hub

    Find a game in the Games Store

    Launch the Games Store

    Understand the layout of the Games Store

    Search for a game

    Find Xbox LIVE games

    Explore a game

    Play a game

    Send and receive game requests

    Earn an achievement

    Pin a game to Start

    Uninstall a game

    View and configure your online persona

    Have fun with your Avatar

    View your profile

    View and edit your Xbox LIVE bio

    Customize your avatar

    View your achievements

    Interact with your Xbox friends

    See which friends are online

    View a friend's profile

    Send a message

    Read, respond to, and delete a message

    Remove a friend

    Send and respond to friend requests

    Customize the Games hub

    16. Security + Networking

    Security

    Lock screen PIN

    Wallet

    Tour of the Wallet user experience

    Protect Wallet and on-phone purchases with a PIN

    View your payment methods and membership and loyalty cards

    Add a new payment method

    View or edit a payment method

    Purchase an app, game, or music

    Add a new membership or loyalty card

    View your deals

    Add a new deal

    View and use a saved deal

    Make a purchase with NFC Tap to Pay

    Kid's Corner

    Set up Kid's Corner

    Use Kid's Corner

    Customize Kid's Corner

    Backup

    Enable and configure Backup

    Restore a backup

    Find My Phone

    Configure Find My Phone on your handset

    Access Find My Phone on the web

    Find your phone on a map

    Ring the phone remotely

    Lock your phone remotely and send a message to the lock screen

    Erase your phone remotely

    Phone Update

    Networking

    Cellular data

    Understand which type of cellular data connection you have

    Configure cellular data

    Wi-Fi

    Enable Wi-Fi

    Connect to a Wi-Fi network

    Handle Wi-Fi toast notifications

    Connect to a hidden Wi-Fi network

    Configure advanced Wi-Fi settings

    Bluetooth

    Understand which Bluetooth features work with Windows Phone

    Pair a Bluetooth device

    Pair a Bluetooth device with NFC

    Data Sense

    Configure Data Sense on first use

    Understand Data Sense

    Find nearby Wi-Fi connections

    Configure Data Sense

    Use the live tile to track data usage

    Internet sharing

    Toggle Internet sharing

    Configure Internet sharing

    Access a shared connection from another device

    Airplane mode

    17. PC Integration

    Understand your options for PC/phone copy and sync

    Choose what happens when your phone is connected to the PC

    Use the Windows Phone mobile app

    Copy files from the PC to your phone

    Copy files from the phone to the PC

    Learn more about the storage usage on your phone

    Use the Windows Phone desktop application

    Sync files from the PC to your phone

    Copy files from the phone to your PC

    Learn about your phone's storage usage

    Rename your phone

    Copy files using File Explorer

    Import photos from the phone

    Releases

    Who this book is for

    Windows Phone 8 Field Guide was written for current and future users of Windows Phone 8. It was written for real people—users—not technical experts, or those who need to manage mobile devices in a corporate environment.

    The book makes no assumptions about your experience with prior versions of Windows Phone, but by this point in time, I do assume that you have at least some experience using a smart phone in general.

    If you are already at least passingly familiar with Windows Phone, you can use the book as a reference and pick and choose from the various topics. Otherwise, you should read the first two chapters in sequence and then branch out from there. There's no need to read the book in sequence, though you may of course do so if you wish.

    For the few times in which you need to connect your handset to a computer, I assume that the computer will be a Windows-based PC, preferably using Windows 8 or RT. Those with older versions of Windows should be able to follow along. (Those with Macs are on their own. Just as in real life.)

    Acknowledgements

    This book was a solo effort and a major update to my first attempt at self-publishing a full length technical book. I'm still learning. Thanks to Microsoft for creating and maintaining Windows Phone and to Nokia for really turning things up a notch with superior hardware, software, and services. And thanks to Rafael Rivera, my Windows Secrets and Windows 8.1 Field Guide co-author, for putting up with my inane chattering about this book. Finally, thanks to my readers and listeners from around the world. I've always thought about my work as a conversation about technology, and that was never truer than during the very public development of this book. Let's keep the conversation going: It's this back and forth that makes the whole thing worthwhile.

    Introduction

    Welcome to Windows Phone 8 Field Guide, my gift to the Windows Phone community. I've been enthralled by Windows Phone since Microsoft announced the new platform in February 2010 at Mobile World Congress in Barcelona. I was so excited by this release, in fact, that I wrote the first-ever book about Windows Phone, called Windows Phone 7 Secrets, in the middle part of that year, before it even shipped to the public. In doing so, I was also one of the first people outside of Microsoft to obtain a prototype Windows Phone handset, and I took it to Europe that summer after writing the book and continued the conversation by blogging about my experiences. Since then, I've never stopped using or writing about Windows Phone. Few people have more experience with this platform than I do.

    Long story short: Windows Phone was—and is—everything that Android and iPhone are not. It provides a wonderful new way of doing things. Oh, and unlike iPhone, it can actually make error-free phone calls too. Bam.

    I've certainly had my ups and downs with regards to Microsoft's treatment of this platform. While Windows Phone has emerged during the writing of this book as the clear number three smart phone platform behind Google Android and Apple iPhone but ahead of Blackberry, it has yet to achieve what I consider to be a sustainable level of usage. But the trends are positive. My fingers are crossed.

    But I've never wavered in my support of both Windows Phone and the people who use it (or are considering using it). I test new smart phones regularly, and while I've kept up on the advances in Android and in Apple's recent me-too moves with iOS 7, these platforms simply are not interesting to me. Yes, the iPhone was innovative when it arrived in 2007, but that's also when Apple stopped innovating and started protecting their product. Android? That was never innovative. Android is a mess.

    Windows Phone isn't just different. Windows Phone is better. And you can tell that's true every time a feature emerges in the competition that copies one from Windows Phone. Social networking integration. Integrated experiences. Beautiful Swiss-influenced design and killer typography. Windows Phone did it all first. Windows Phone still does it better. And it keeps getting better.

    Thanks for reading. And thanks for using Windows Phone. You made the right choice.

    Paul Thurrott

    July 2013

    1. Getting Started

    In this chapter, you will discover how to configure your Microsoft account optimally for Windows Phone, learn about the Windows Phone hardware features that matter most, and step through the initial configuration of your new Windows Phone 8 handset.

    Configure your Microsoft account

    To integrate its diverse families of online services, Microsoft has created a centralized account, called Microsoft account. It's the key to accessing your personal data in these services on a variety of device types, including Windows 8 PCs, Windows RT tablets, Xbox, and of course Windows Phone. (It also works cross the web, of course, and on competing devices such iPhone, iPad, and Android-based handsets and tablets.)

    Microsoft account has become so central to how we as users access our information in Microsoft services that we can use this account to sign into a Windows-based PC, device, or phone. Because of that latter capability—which you'll experience when you set up your new Windows Phone handset for the first time as described later in this chapter—you should take care to properly configure your Microsoft account before purchasing the handset.

    But this is not just about signing in to an online account. By configuring your Windows Phone handset with your Microsoft account, you will also automatically populate the phone with all of the data that is associated with that account. And it's potentially a lot of data: Email, contacts, appointments and tasks from Outlook.com, Skype contacts, SkyDrive-based documents and other data, your cloud music collection from Xbox Music, photos stored in SkyDrive and associated services such as Facebook and Twitter, your collection of purchased apps on Windows 8/RT and Windows Phone, your Xbox Gamertag and associated achievements, Gamerscore and other data, connected social networking services like Facebook, LinkedIn and Twitter, previous Windows Phone backups, synced settings from Windows 8/RT and Office, payment options, and much, much more. And all of this information appears in the appropriate Windows Phone experiences, as you'll see throughout this book.

    Of course, many of those associations don't happen automatically. And that's why it's important to properly configure your Microsoft account before you acquire a Windows Phone handset and set it up for the first time.

    Note: Microsoft account was previously called Windows Live ID and is still occasionally identified by that name online.

    Here's the kicker: Chances are, you already have a Microsoft account. In fact, you probably have more than one. When you sign up for Outlook.com (or its predecessors, Hotmail and MSN), Xbox Live, Xbox Music and Video (previously called Zune), Office 365 Home Premium, and other Microsoft services, the account you're creating is in fact a Microsoft account. And it will work across all of the services listed here and noted above, and with others as well.

    If you do have more than one Microsoft account, you will need to think about which you will use as your primary Microsoft account. That's because certain services on Windows Phone can only be used with the same, primary Microsoft account. These include your sign-in, Xbox Live Gamertag (for games and Xbox entertainment services, which on Windows Phone is pretty much Xbox Music), and SkyDrive. You can later configure your other Microsoft accounts on the phone as well, and access email, contacts, calendar, tasks, and other data throughout various experiences on the phone too. (But you cannot use these secondary Microsoft accounts for the phone sign-in, for Xbox services, or for SkyDrive.)

    While it's not totally inconceivable that you do not have a Microsoft account, I'm going to assume you do. So head over to Outlook.com or Microsoft Account Sign-up with a PC-based web browser and sign up for one otherwise. (You can choose between @outlook.com, @hotmail.com and @live.com email addresses, or you can use an email address from another service, like Gmail, as your Microsoft account. I recommend not doing that, however, as there are some limitations when you use an existing email address from another service as your Microsoft account.)

    Configure Microsoft account settings

    To configure your Microsoft account, open Microsoft Account Settings in a PC-based web browser and sign-in.

    (There's a lot of personal information on this page, so please excuse the edits.)

    As you can see, there is a wide range of information that can and should be configured on this and subsequent pages on this site. And some of the key options you will configure are related to account security, so it's important to ensure that the account is configured properly. Here are some of the options you should spend time configuring.

    Display name. On the default Overview page, you can change your display name, which will appear in a variety of places, including sent emails. Generally speaking, you should simply configure this setting to your actual name. So my display name is Paul Thurrott.

    Personal Info. You can configure birth date, gender, profession, and home and work addresses.

    Add or change aliases. The Outlook.com email address (which can actually be an @outlook.com, @hotmail.com, @live.com or even @msn.com email address) supports multiple email aliases so you can send and receive email from other addresses, and even sign-in to devices from these aliases. Windows Phone does not directly support aliases, however, so if you sign-in with the actual account address, you will not be able to send or receive email from the aliases from Windows Phone.

    Password. For now at least, a strong password is your first line of defense between your Microsoft account—which, again, is the gateway to a lot of personal information—and hackers and identity thieves who may wish to illegally gain access to this account and its contained data. You can and should configure a strong password and might consider having Microsoft require you to change it regularly. And as noted below, there are other things you can do to further secure your account.

    Security Info. When you sign-up for or configure your Microsoft account, Microsoft will require you to create some form of account verification, or security info, typically a mobile phone number, that the firm can use to send a confirmation code to prove you are who you say you are. Microsoft will also require you to configure one or more alternate email address at which it can reach you. This information and other security settings can be configured through Security Info. Spend time here, and make sure you configure at least one mobile phone number, alternate email address, and security question. You can also optionally configure two-step authentication, which is a bit ponderous but can make your account more secure. Please refer to my web-based article Enable and Use Two-Step Authentication with Your Microsoft Account for more information about this crucial part of the security puzzle.

    Notifications. From this interface, you can configure how and with which email account/alias you will be provided with notifications associated with this account, as well as your marketing preferences. (You can prevent Microsoft from sending promotional email to this account.)

    Permissions. There are a number of important settings in this area, but one is particularly relevant to Windows Phone: Manage accounts. This is where you configure the other online accounts that are connected to your Microsoft account. And since this is so important, we'll examine it further in the section Connect other accounts to your Microsoft account.

    Billing. Because you can purchase apps, games, and music on your phone, and may subscribe to optional services like Xbox Live Gold, Xbox Music Pass, and Ad-Free Outlook that make Windows Phone and your Microsoft account better, you will want to configure one or more payment options. These include credit and debit cards, of course, but can also include a PayPal account or a redeemed Microsoft gift card, which will add a particular dollar amount to your account that you can draw from as you purchase items from the phone. See the section Wallet in Chapter 16: Networking + Security for more information about paying for items on your phone.

    Change your account picture

    It may seem frivolous, but you should consider changing the picture that is associated with your Microsoft account since this is the default picture that others will see when they add your Microsoft account to their own contacts lists. To do so, navigate to the Microsoft Account Profile site with a PC-based web browser and sign-in.

    Now, click Change picture and upload a favorite photo.

    Connect other accounts to your Microsoft account

    One of the original goals of Microsoft account was to provide a single sign-on service that would work across various online accounts, including those for social networking services like Facebook and Twitter. Microsoft achieves this vision by letting you connect various online services to your Microsoft account.

    To connect social networking accounts to your Microsoft account, open Microsoft Account Settings in a PC-based web browser and sign-in. Then, navigate to Permissions, Manage Accounts and click the link See what you can add.

    From this page, you can connect a variety of third party (i.e. non-Microsoft) online accounts to your Microsoft account. Three—Facebook, LinkedIn and Twitter—are particularly relevant to Windows Phone, which offers nice integrated features that let you access contacts from these accounts, make posts, comment on posts, and more. (And if you're in China, Sina Weibo also offers this kind of connectivity.)

    Note: You can only connect one of each account type to your Microsoft account.

    Let's look at connecting Facebook as an example. Click the Chat with your Facebook friends link.

    Click Connect. On the Facebook web site, you will be prompted to sign in with your Facebook email and password. Do so. The account will then be connected to your Microsoft account.

    Click Done. Now, you can configure which information is shared through the connected account. On the left, click Manage Your Accounts.

    Under Facebook, click Edit.

    This page will vary from account to account, but for Facebook you have a wide range of integration capabilities on Windows Phone. Examine the settings and see whether you'd like to disable any of them. (If you actually use Facebook regularly, you will want to do so from Windows Phone and will most likely wish to leave most of these settings enabled.)

    Note that you can also use this interface to remove a connected account.

    Done? It's time to choose a phone.

    Choose a Windows Phone handset

    Hardware makers such as HTC, Huawei, Nokia and Samsung sell various Windows Phone handset models in markets around the world, and your options will vary not only by locale—some phones are only sold in the United States, for example—but by wireless

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