OPEN-XCHANGE SERVER

User Guide

Monday, 07 September 2009 v.6.12.3


Table of Contents

Preface
Introduction
Benefits of Groupware Solutions
Taking Care of Customer Relationship
What can Groupware do for You?
Keeping the Overview
Functionality
System Requirements
Security
Working with the Groupware
Keep the Overview
Using the tools for real
Privacy
International Functionality
Now we're ready to go
1. The Open-Xchange Server Start Page
Logging-in and Logout
Logging-in
Logout
The Start Page
The Module bar
The Start Page
The Email module
The Calendar module
The Contacts module
The Tasks module
The InfoStore module
Folder structure
The Panel
Icons for creating objects
Drag-and-drop
Context menu
Shortcut keys
Quick Settings
Links
The content area
The module panes
Hover
Mini calendar
InfoBox
Folder management
2. E-Mails
The panel functions in the E-Mail module
Views of the E-Mail module
H Split
V Split
List view
The search function
The QuickInfos
E-Mail Hover
Reading E-Mail messages
Adding E-Mail contact to address book
Show source
E-Mail attachments
Replying to E-Mail messages
Composing new E-Mails
From
To
CC
BCC
E-Mail attachments
Priority
E-Mail delivery receipt
E-Mail draft
Auto-save E-Mail draft
HTML-Editor for E-Mail messages
Copying web site contents
Sending E-Mail messages
Managing E-Mail signatures
Append vCard
Forwarding E-Mails
E-Mail status
Moving and copying E-Mail messages
Moving E-Mails via drag-and-drop
Marking E-Mail messages as spam or ham
Deleting E-Mail messages
Printing E-Mails
Saving E-Mail messages
Marking E-Mail messages with flags
Marking E-Mail messages with flags
Sharing an E-Mail folder
E-Mail directory overview
E-Mail overview
3. Contacts
Contact types and access
Personal contacts
Public contacts
Shared contacts
Contacts - Views
Phone list View
Cards view
Details view (Contacts)
Details view (distribution lists)
Active view after changing the module
Contacts hover
Creating Contacts
Creating new contacts in the Contacts module
Creating new contacts from other modules
Creating a new contact from an E-Mail address
Creating a new contact from a vCard attachment
Entering data for a new contact
Adding attachments to contacts
Saving or discarding entries
Editing contacts
Editing contacts using the panel function
Editing contacts with a double click.
Deleting contacts
Printing contacts
Printing individual contacts
Printing lists of contacts
Duplicating contacts
Moving contacts
Moving contacts using the panel function
Moving contacts using drag-and-drop
Copying contacts
Marking contacts with flags
Marking contacts with flags
Changing flags of contacts
Removing flags from contacts
Searching for contacts
Resetting the display after a search
Exporting contacts
Combining contacts in distribution lists
Creating distribution lists
Entering data for a new distribution list
Editing, deleting, printing distribution lists
Duplicating, moving, copying distribution lists
4. Calendar
Appointment Types and Access
Personal appointments and team appointments
Public appointments
Shared appointments
Show all my appointments from all calendars
Calendar - views and time ranges
List view - All time ranges
Calendar view - day range
Calendar view - work week range
Calendar view - month range
Calendar view - week range
Calendar view - custom range
Team view - day and week range
Detail view
Mini-calendar
Active view after changing the module
Defining the default view
Calendar Hover
Creating appointments
Creating new appointments in the calendar module
Creating new appointments from other modules
Creating a new appointment with Drag & Drop
Creating a new appointment from an iCal attachment
Entering data for a new appointment
Selecting participants and resources for the new appointment
Adding attachments to appointments
Checking on availability of participants and resources
Saving your entries
Discard input
Confirming appointments
Answering confirmation dialogs
Notification about appointment confirmation
Changing appointments
Editing appointments
Editing appointments via panel functions
Editing appointments by double-click or via context menu
Changing appointment titles
Editing appointments by drag-and-drop
Changing appointment confirmations
Deleting appointments
Printing appointments
Printing individual appointments
Printing lists of appointments
Moving appointments to other folders
Moving appointments via panel functions
Moving appointments via drag-and-drop
Marking appointments with flags
Marking appointments with flags
Changing flags of appointments
Removing flags from appointments
Searching for appointments
Resetting the display after a search
5. Tasks
Task types and access
Personal Tasks
Public tasks
Shared tasks
Tasks - Views
List view
H Split view
Tasks hover
Creating tasks
Creating new tasks in the Tasks module
Creating new tasks from other modules
Entering data for a new task
Entering details for a new task
Selecting participants for a new task
Adding attachments to tasks
Saving your entries
Discard input
Editing tasks
Editing tasks via panel functions
Editing tasks by double-click or via the context menu
Changing task confirmations
Deleting tasks
Printing tasks
Printing individual tasks
Printing lists of tasks
Moving tasks
Moving tasks via panel functions
Moving tasks via drag-and-drop
Duplicating tasks
Marking tasks with flags
Marking tasks with flags
Changing flags of tasks
Removing flags from tasks
Searching for tasks
Resetting the display after a search
6. InfoStore
Opening InfoStore
InfoStore - Views
List view
H Split view
InfoStore hover
Creating InfoStore objects
Editing InfoStore objects
Editing InfoStore objects via panel functions
Editing InfoStore objects by double-click or via the context menu
Deleting InfoStore objects
Printing InfoItems
Printing individual InfoItems
Printing lists of InfoItems
Moving InfoItems
Moving InfoItems via panel functions
Moving InfoItems via drag-and-drop
Locking InfoStore objects
Sending InfoStore objects
Marking InfoStore objects with flags
Marking InfoStore objects with flags
Changing/removing flags of InfoStore objects
Search function
7. WebDAV Scenario - Access to the Document Server
Accessing the Document Server under Linux
Linux - Step 1
Linux - Step 2
Linux - Step 3
Linux - Step 4
Accessing the Document Server under Windows XP
Windows XP - Step 1
Windows XP - Step 2
Windows XP - Step 3
Windows XP - Step 4
Windows XP - Step 5
Windows XP - Step 6
Accessing the Document Server under Windows Vista
Step 1: Installing software update
Step 2: Add network resource
Step 3: Select network location
Step 4: Credentials
Step 5. Finish
Access the infostore
8. Settings
Changing user data
Changing personal data
Changing the password
Administration
Managing groups
Managing resources
Import
Supported file types
Importing appointments and tasks
Importing contacts in VCARD format
Importing contacts in CSV format
Export
Using WebDAV for exporting contacts
Using WebDAV for exporting appointments and tasks
Global Options
Common tab
Language and region tab
Private Tags
Creating a new tag
Removing a tag
Folder Management
New Subfolder
Send as link
Delete
Rename
Cut
Insert
Properties
Permissions Management
Granting rights
What do permissions mean?
Publish&Subscribe
What is the purpose of publish&subscribe?
Which data are supported?
Subscribing data
Publishing data
Options for the Start page
Startpage layout
UWA Modules
Email module options
Settings
Email Signatures
Additional E-Mail accounts
Mail Filter
Vacation Notice
Calendar module options
Settings
Team options
Contacts Module Options
Tasks module options
InfoStore module options
Public and Shared Folders
Sharing a folder
Index