You can set the following:
The general configuration for the groupware
Tags
The configuration for the individual modules
Click the in the title bar .
Click
in the folder tree below . The settings options are displayed in the overview window.Choose the necessary settings. A description of the settings can be found later in this chapter.
To save the settings click the
icon in the panel.Result: The settings are saved.
How to leave the general settings page:Click another button in the title bar.
Note: If you leave the settings before having saved the Configuration changed pop-up window opens:
If you want to save the settings click
.If you do not want to save click
.The following general settings are available.
Instructions for changing the settings can be found above in 8.2.2: General configuration.
Basic settings
View
Default module after login. Defines the module to be opened by default after the login.
Folder tree. Specifies the order in which the folders are displayed in the complete folder tree.
When choosing the
option, the folders are displayed in alphabetical order.When choosing the
option, the folders are displayed in the order of the groupware modules.
Use expert mode. Specifies the folder structure of the groupware items in the side bar.
When choosing Folder tree.
, the complete folder tree is displayed. The folder order is specified by the settingWhen selecting
, only module-specific folders are displayed.
. Specifies whether the windows for creating or editing items are embedded in the dock or displayed as pop-up windows.
. Specifies whether the panel is displayed with tabs or as the compact panel.
Visual effects The visual effects comprise the fading in and fading out of context menus in the folder tree and the Button-down effect when activating a panel function.
Tip: You can also activate or deactivate the module hovers in the settings for the individual modules.
Instructions for changing the settings can be found above in 8.2.2: General configuration.
. Defines the groupware language. Defines the date format and time format settings.
. Sets the time zone. All time-bound entries in the groupware refer to the current time zone. While on business you can set the time zone you are currently in.
Shows how the time is displayed in the currently selected time format.
Automatically selects 12 hour format or 24 hour format, according to the language setting.
Enables the user to select the 12 hour or 24 hour time format.
Shows how the date is displayed in the currently selected date format.
Automatically selects the day, month, and year format and the separator, according to the language setting.
Enables the user to customize the day, month, and year format and the separator.
Tags are categories that can be assigned to contacts, appointments, tasks, and InfoStore entries. Tags can help you to sort items. You can assign a predefined color to a category.
You can manage categories by
creating,
editing,
and deleting
categories.
You have the following possibilities:
managing in the groupware settings,
managing in the modules.
In the title bar click the .
In the folder tree click on the
subfolder .Result: The category functions are displayed in the panel. The overview window displays the existing categories.
How to create a new category:In the The panel tab click on . If using the compact panel, click the panel entry . Categories dialog window opens.
Enter the text for the new category.
Assign a color to the category.
In the dialog window click
.In the panel click
.Result: The new category is displayed in the overview window.
How to edit a category:Select a category in the overview window.
In the The panel tab click . If using the compact panel, click the panel entry . Categories dialog window opens.
Change the text as required.
Change the color as required.
In the dialog window click
.In the panel click
.Result: The category is changed.
How to delete a category:Select a category in the overview window.
In the panel section click . If using the compact panel, click the panel entry .
In the panel click
.Result: The tag is deleted.
How to leave the category functions:Click another button in the title bar.
You can manage categories,
while newly creating a contact, a task or an InfoStore item,
while editing a contact, a task or an InfoStore item,
by right-clicking on an appointment and selecting
from the context menu.
You can use two different types of categories:
Object-related categories. Those categories are bound to the object to which you assign the category. They always have the color white.
Predefined categories. Those categories can be used for multiple objects. They can have the color white or another predefined color. Those categories can be selected from a list.
In the Contacts, Calendar, Tasks or InfoStore module you can manage categories in the
In order to open the dialog window.Categories dialog window, use one of the following possibilities:When creating an object, click the
button in one of the windows , , or .When editing an object, click the
button in one of the windows , , or .In the context menu of a contact, an appointment, a task or an InfoStore item click on
. In the submenu click on .Result: The dialog window opens. The list field contains the specified categories.
How to create new categories in the dialog window:Click the
button. The dialog window opens.Enter a name.
Select a color.
Note: If you choose the color white you create an object-related category. If you choose another color you create a predefined category.
Click on
.In order to create a further category, repeat steps 1 to 4.
In the
dialog window click .Result: The new categories are created.
How to edit a category in the dialog window:Apply the following changes:
In order to change a category's name:
Select a category in the list field.
Click the
button.Change the name of the category in the list field.
In order to change a category's color:
Select one or more categories in the list field.
Select a color from the
drop-down list.
Click
.Result: The categories are changed.
How to delete a category in the dialog window:Attention: The deletion of categories can not be revoked. Prior to deleting categories make sure you no longer need those categories.
Select one or more categories in the list field.
Click the
button.Click
.Result: The categories are deleted.
Note: If you delete a predefined category that is assigned to an object, this category stays bound to the object as object-related category in the color white.
Configuring the start page includes
the layout of the start page,
the UWA modules.
The start page layout includes
the module window display,
the start page hovers.
How to configure the start page layout
In the title bar click the .
In the folder tree click on
.Click on the
subfolder . The overview window displays the possible settings.Apply the wanted settings. A description of the settings can be found further below in this chapter.
To save the settings click on the panel entry
.Result: The settings are saved.
How to leave the start page settings:Click another button in the title bar.
Note: When leaving the settings without having saved, a pop-up window opens: Configuration changed:
If you want to save the settings click on
.If you do not want to save, click
.The following settings are available.
E-Mail. Defines the maximum number of unread E-Mail messages displayed in the E-Mail module window. The options hides the module window.
Later appointments. Defines the maximum number of later appointments displayed in the Calendar module window. Appointments taking place in the current or following week are always displayed. The option hides the module window.
Contacts. Defines whether the contacts module window is displayed on the start page.
Later tasks. Defines the maximum number of later tasks displayed in the tasks module window. Tasks taking place in the current or following week are always displayed. The option hides the module window.
InfoStore. Defines the maximum number of new InfoStore entries displayed in the InfoStore module window. The option hides the module window.
Enable start page hovers. Enables or disables the start page hovers.
UWA-Modules for the start page can be
added,
edited,
removed,
enabled, or disabled.
The start page only displays UWA modules that are enabled.
How to add a UWA module:In the folder tree click on the
subfolder .In the The UWA Modules dialog window opens. panel tab click . If using the compact panel, click the panel entry .
Enter a name in the
input field. The name is then used as the title in the UWA module window.Activate the
checkbox. This setting is recommended as the content of many UWA modules changes frequently.In the Open-Xchange UWA Modules .
input field enter the address of the UWA module. Sample addresses can be found on the Open-Xchange website underIf you want to enter a web page or a page from your local network instead of an UWA module, activate the
checkbox.If a UWA module requires parameters, enter those in the Tip: Copy the parameters from the table to the input field.
input field. The parameters needed for a UWA module can also be found in the table mentioned above.Close the dialog window with
. The new UWA module is entered in the Available UWA modules list and is activated.Click on the panel entry
.Result: The new UWA module is visible on the overview window of the start page.
How to change the settings of a UWA module:Select the module in the
list.In the If using the compact panel, click the panel entry panel tab click . .
Change the settings in the UWA Modules dialog window.
Close the dialog window by clicking
.Click on the panel entry
.Result: The UWA module settings are changed.
How to delete a UWA module:Select the module in the
list.In the panel tab click . If using the compact panel, click the panel entry .
In the Delete UWA modules dialog window click
.Click on the panel entry
.Result: The UWA module was deleted.
How to enable or disable a UWA module:Select the module in the list
.In the panel tab click or . If using the compact panel, click the panel entry , or .
Click on the panel entry
.Tip: With a multiple selection you can delete, enable or disable several UWA modules at once.
How to leave the UWA module functions:Click another button in the title bar.
The E-Mail configuration includes:
E-Mail settings
Signatures
E-Mail filter
absent notification
In the title bar click the .
Click on
in the folder tree.In the folder tree click the
subfolder . The overview window displays the available settings.Configure the settings in the tabs further below in this chapter.
, , and . A description of the settings can be found inTo save the settings click on the panel entry
.Result: The settings are saved.
How to leave the E-Mail settings:Click on another button in the title bar.
Note: If you leave the settings before having saved the Configuration changed pop-up window opens:
If you want to save the settings click
.If you do not want to save click
.The following settings are available.
Instructions for changing the settings can be found above in 8.2.5.1: E-Mail settings.
Default view. Defines the default view for the E-Mail module. The default setting is . A comprehensive description of the views can be found in 3.4: Displaying E-Mails.
Default view for Spam folders. Defines the default view for the E-Mail messages in the spam folder.
If you select
, the contents of spam E-Mail messages are not displayed. You will only see a list of the spam E-Mail messages in the overview window.If you select
or , the contents of the spam E-Mail messages will be displayed in the overview window.
Enable E-Mail Hover? Enables or disables the hovers for the E-Mail module.
Automatically select first E-Mail? Defines whether the first E-Mail in the list will be automatically selected when opening an E-Mail folder. The setting is true for the List, H Split, and V Split view.
Permanently remove deleted E-Mail messages? Defines whether E-Mail messages will be removed permanently immediately after you click the Delete button or whether they will go to the trash folder. Warning: Permanently removed E-Mail messages can not be restored. It is recommended that you select the option.
Notify on read acknowledgment? Defines the groupware behaviour in case the sender of an E-Mail wishes an acknowledgment of receipt.
If set to
, you are asked during the reading of the E-Mail whether you want to send an acknowledgment of receipt or not.If set to
, you are not asked and no acknowledgment of receipt is sent.Show sender imagen? Defines whether the E-Mail header contains a picture of the sender when displaying an E-Mail. The picture used is the picture saved in the sender's contact data. Note: Depending on the server configuration, this function might not be available.
Automatically collect contacts while sending E-Mails? Defines whether new E-Mail addresses are automatically collected in the folder when sending a new E-Mail. The folder is located below your personal contact folder.
Automatically collect contacts while reading E-Mails? Defines whether new E-Mail addresses are automatically collected in the folder when reading a new E-Mail. The folder is located below your personal contact folder.
Insert the original E-Mail text into a reply? Specifies whether the original E-Mail text is appended to an E-Mail reply.
Append vcard? Specifies whether your contact data will be attached to a new E-Mail in the vCard format.
Enable auto completion of E-Mail addresses? Specifies whether E-Mail addresses are suggested from the address books when entering an E-Mail address.
Forward E-Mails as. Specifies how an E-Mail text is sent when forwarding the E-Mail:
When choosing the
option, the text is sent within the new E-Mail text body.When choosing the
option, the text is sent as an attachment to the new E-Mail.When "Reply all": Specifies the recipients of an E-Mail reply when using :
option: The sender and the recipients of the original E-Mail are entered in the field. The "Cc" recipients of the original E-Mail are entered in the field.
option: The sender of the original E-Mail is entered in the field. The recipients and the "Cc" recipients of the original E-Mail are entered in the field.
Format E-Mails as. Specifies the possible formatting for new E-Mail messages.
Editor feature set. Specifies the number of formatting functions offered by the editor when creating HTML formatted E-Mail text.
Default E-Mail font. Specifies the default font that should be used for the E-Mail text in HTML E-Mail messages.
Default E-Mail font size. Specifies the default font size that should be used for the E-Mail text in HTML E-Mail messages.
Line wrap when sending text mails after: Specifies at how many characters a line break is inserted in the text of a new E-Mail.
Default sender address: Specifies the pre-set sender address for new E-Mails.
Auto-save E-Mail drafts? Specifies the interval for saving the E-Mail text currently composed in the Drafts folder. The option deactivates this function.
Allow HTML formatted E-Mail messages? Specifies whether or not displaying HTML messages is allowed. In terms of bandwidth, HTML messages have a high impact and can be a high security risk as they can contain dangerous scripts.
Block pre-loading of externally linked images? Specifies whether or not the preview of externally linked graphics in HTML E-Mail messages is suppressed:
When choosing
, external graphics are not directly displayed. This setting protects your privacy.When choosing
external graphics are loaded and displayed when receiving an HTML message.Display emoticons as graphics in text E-Mails? Specifies whether emoticons will be displayed as graphics or as characters. For example, if you type in a smiley after having selected this option, the smiley will be displayed either as a graphic or as a colon followed by a round bracket.
Color quoted lines: Specifies whether original messages are highlighted and introduced with a vertical line. The messages or replies will be displayed as embedded. This option assumes that the option is selected.
Show name instead of mail address. Defines whether the E-Mail header includes the name or the E-Mail address of the sender when displaying an E-Mail.
An E-Mail signature is text that is automatically entered in the E-Mail when being composed. It is typically used for inserting the name, company, and contact address at the bottom of the E-Mail text.
An E-Mail signature can be
created,
edited,
and set as the default signature,
How to open the functions for the E-Mail signatures:
In the title bar click the .
Open the
folder in the folder tree.In the folder tree click the
subfolder .Result: The functions for E-Mail signatures are displayed in the panel. The existing signatures are displayed in the left pane of the overview window, the right pane displays a preview of the selected signature.
How to create a new E-Mail signature:In the The panel tab click on . If using the compact panel, click the panel entry . Signatures dialog window opens.
Enter a name.
Specify whether the E-Mail signature should be entered above or below the E-Mail text.
Specify whether to use the E-Mail signature as the default signature.
Enter the signature text.
In the dialog window click
.Click on the panel entry
.Result: The new E-Mail signature is displayed in the overview window.
How to edit an E-Mail signature:Select an E-Mail signature in the overview window.
In the The panel tab click . If using the compact panel, click the panel entry . Signatures dialog window opens.
Change the data in the E-Mail signature.
In the dialog window click
.Click on the panel entry
.Result: The E-Mail signature is changed.
How to set an E-Mail signature as the default signature:Select an E-Mail signature in the overview window.
In the The panel tab click on . If using the compact panel, click the panel entry . Signatures dialog window opens.
Activate the
checkbox.In the dialog window click on
.Click on the panel entry
.Result: The E-Mail signature is set as the default signature. The default signature in the overview window is highlighted.
How to delete an E-Mail signature:Select an E-Mail signature in the overview window.
In the panel tab click on . If using the compact panel, click the panel entry .
Click on the panel entry
.Result: The E-Mail signature is deleted.
How to leave the functions for the E-Mail signatures:Click another button in the title bar.
If you use additional E-mail accounts besides your Open-Xchange E-Mail account you can access those E-Mail accounts from the user interface of the Open-Xchange Server by setting up additional E-Mail accounts.
For each additional E-Mail account a separate folder is created. Additionally, the E-Mails of the single E-Mail accounts can be saved in the Unified Mail folder. This improves the usability as all E-Mails are in one folder.
There are the following possibilities:
set up an additional E-Mail account with the E-Mail account wizard,
manually set up an additional E-Mail account,
edit the settings of an additional E-Mail account,
delete additional E-Mail account.
To set up an additional E-Mail account you need the following data:
Your E-Mail address for the additional E-Mail account
Your credentials (username and password) for the additional E-Mail account
The address and port number of the incoming mail server
The address and port number of the outgoing mail server
The incoming and outgoing mail server data are normally provided on the provider's web site e. g., search for the terms POP/IMAP or Configure E-Mail client.
How to use the E-Mail account wizard:In the E-Mail module click the button at the bottom of the folder tree. The Add email account window opens.
In the input field, enter the E-Mail address that you use for the additional E-Mail account. Tip: In order to display a sample for the correct notation, click the respective entry below the input field. Click .
In the input field Your password, enter the password that you use for the additional E-Mail account. Note: Depending on the provider, further settings might be required. Follow the instructions of the wizard.
Click
.Result: The additional E-Mail account will be set up. The folder tree will display a new E-Mail folder.
How to switch to the options for manually setting up and editing E-Mail accounts:
In the title bar click the .
In the folder tree below E-Mail click
.Result: The overview window displays the available E-Mail accounts. The left pane with the header
displays the existing E-Mail accounts. The right pane with the header displays the settings of an E-Mail account.How to manually create a new E-Mail account:
If additional E-Mail accounts are configured already, click
in the panel. If no additional E-Mail accounts are configured, continue with step 2.In
enter a name in the entry field.In the
entry field enter your E-Mail address for the E-Mail account.If you want your name to be displayed before your E-Mail address when sending E-Mails, enter a name in the
input field.If you do not want to receive incoming E-Mails for this account in the respective account folder but in the folder Unified Mail, activate
.In
enter the incoming mail server data of your E-Mail account:In the
pop-up list select the type of the incoming mail server.If the incoming mail server uses encryption, activate
.In the
entry field enter the mail server address. A typical IMAP server address has the following syntax: imap.providername.com.Check the port number of the incoming mail server and if needed change it in the
entry field.In the
entry field enter your username for the E-Mail server.In the
entry field enter your password for the E-Mail server.If you selected a POP3 server as server type you have to fill in the following fields:
In
set the interval for fetching new E-Mails from the POP3 server.In case the fetched E-Mails are to be kept on the POP3 server, activate
.If you want locally deleted E-Mails to be deleted from the POP3 server too, activate
.
In
enter the outgoing server data of your E-Mail account:If the outgoing mail server uses encryption, activate
.In the
entry field enter the outgoing server address. A typical address has the following syntax: smtp.providername.com.Check the port number of the outgoing mail server and if needed change it in the
entry field.If you use different account data for the outgoing mail server and the incoming mail server, activate
. Enter the credentials for the outgoing mail server.You can change the die assignment of the E-Mail folders.
To check the settings click the
button.Click the
button.Result: The folder tree displays a new E-Mail folder. It has the name you set in step 2.
Tip: You can also set up additional E-Mail accounts by using the setup wizard. Instructions can be found in 8.2.12: Using the Setup Wizard.
How to edit the settings of an E-Mail account:
In the
section select an E-Mail account.In the
section change the settings.You can change E-Mail folders by selecting other folders below
.Click the
button.How to delete an E-Mail account:
In the
section select an E-Mail account.In the panel click
.E-Mail filters help you organize incoming E-Mail messages. For example, you can set up E-Mail filters to trigger the following actions when receiving an E-Mail:
The E-Mail is moved to a specific E-Mail folder.
The E-Mail is forwarded to another E-Mail address.
The E-Mail is marked as read.
In order to use E-Mail filters, proceed as follows:
Create E-Mail folders.
Create one or several rules.
Specify an order for the rules.
Set if subsequent rules are to be processed when a rule matches.
A rule contains
a name,
one or several conditions,
one or several actions. You can specify whether one or all conditions are to be met in order to process the actions.
You can create a condition by
selecting an E-Mail component ("Subject", for example);
selecting a criterion ("is exactly", for example);
entering an argument ("protocol", for example).
In this case the groupware would verify whether the subject of an E-Mail exactly matches the argument's characters ("protocol"). You can control if the condition is met with the criterion and the character string. The differences between the single criteria will be explained in the examples below. In the examples, the subject is used for filtering E-Mails.
Criterion: "is exactly" The condition is met if the subject exactly matches the argument's character string. Example: The argument is "protocol".
The condition is met for the subject "protocol".
The condition is not met for the subject "meeting protocol".
Criterion: "contains" The condition is met if the subject contains the characters in the argument. Example: The argument is "protocol".
The condition is met for the subject "protocol".
The condition is also met for the subject "meeting protocol".
Criterion: "Matches (wildcards allowed)" The condition is met if the subject exactly matches the characters in the argument. The character string can contain wildcards. Example: The argument is "protocol*". The "*" character is a wildcard for any characters.
The condition is met for the subject "protocol update".
The condition is not met for the subject "meeting protocol".
Criterion: "Matches regex" The condition is met if the subject contains the characters provided by the regular expression in the argument. Regular expressions allow complex requests. More information can be found on respective sites on the Internet. The following, very simple regular expression should give an insight to the topic. Example: The argument is "organi(z|s)ation". The expression "(z|s)" stands for either the "z" or the "s" character.
The condition is met for the subject "organization".
The condition is also met for the subject "organisation".
The condition is not met for the subject "Organic".
How to open the functions for E-Mail filters:
In the title bar click the .
In the folder tree click on
.In the folder tree click on the
subfolder .Result: The functions for E-Mail filters are displayed in the panel. The overview window shows the available rules. The left pane with the title displays the existing rules. The right pane with the title displays a rule's settings.
The following functions are available:
Create new rule
Add conditions
Add actions
Display the details of a rule
Activate or deactivate a rule
Change the sort order of the rules
Edit a rule
Delete a rule
In the panel tab click . If using the compact panel, click the panel entry .
Enter a name in the
input field in the pane.In order to add a condition click the
button. Define the condition. Details can be found later in this chapter.If you want to add a further condition, click the
button again.If you want to remove a condition, click the
button next to the condition.
If you set several conditions, use the drop-down list
to define how the conditions interact to fulfill the rule:If any condition is to be met select
.If all conditions are to be met select
.
In order to specify the action to be executed if the rule is met, click the
button. Details can be found later in this chapter.If you want to add an additional action, click the
button again.If you want to remove an action click the
button next to the action.
The
checkbox lets you specify whether subsequent rules are to be processed if the rule is met:If subsequent rules are to be processed activate the checkbox.
If subsequent rules are not to be processed deactivate the checkbox.
Click the
button.Result: The new rule is entered in the pane. The new rule is activated.
Tip: You can also create a new rule by using an E-Mail. To do so open the E-Mail module and right-click on an E-Mail. In the context menu click on . Click an entry in the submenu. Complete the settings as described above.
The following example describes how to create a condition. The following condition should be set up:
The sender of the E-Mail contains the character string Smith.
Select
in the drop-down list below . Next to the drop-down list a new drop-down list and an input field are displayed.Select the entry
in the new drop-down list.Enter the character string "Smith" in the input field.
The following example describes how to set an action. The following action should be set:
Move the E-Mail to the
E-Mail folder.Select the entry
in the drop-down list below . A new input field is displayed next to the drop-down list.Click on the new input field. Select the Private folder.
Select a rule in the
pane. The conditions and actions for the rule are displayed in the pane.Activate or deactivate the checkbox in the
column.Select a rule in the
pane.Click or in the panel tab. If using the compact panel, click or in the panel.
Select a rule in the
pane.Change the settings in the
pane.Click the
button.Select a rule in the
pane.Click in the panel tab. If using the compact panel, click the panel entry .
Click another button in the title bar.
If the vacation notice is active, the sender of an incoming E-Mail automatically receives an E-Mail which contains the subject and text of the vacation notice.
How to configure the vacation notice:Click the in the title bar.
Click on
in the folder tree.Click on
below in the folder tree.Configure the settings. A description of the settings can be found later in this chapter.
In order to save the settings click on the panel entry
.Click another button in the title bar.
activates or deactivates the automatic vacation notice.
contains the subject of the vacation notice.
contains the text of the vacation notice.
Specifies an interval for sending a vacation notice if there are several E-Mails from the same sender.
Specifies the E-mail address to be used as the sender address for the vacation notice.
Defines the first day a vacation notice is sent. Enter the first day of your absence here.
Defines the last day a vacation notice is sent. Enter the last day of your absence here.
Note: The input fields and might not be displayed if your E-Mail server does not support these settings due to some reasons. In such a case, please contact your administrator or hoster.
The calendar configuration includes
calendar settings,
teams.
Click the in the title bar .
Open the
entry in the folder tree.Click on
below in the folder tree. The possible options are displayed in the overview window.Choose the appropriate settings. A description of the settings can be found in later in this chapter.
In order to save the settings click on the panel entry
.Click another button in the title bar.
Note: If you leave the settings window before having saved, the Configuration changed. pop-up window opens:
If you want to save the settings click
.If you do not want to save click
.The following settings are available.
Instructions for changing the settings can be found above in 8.2.6.1: Calendar settings.
Interval in minutes. Specifies the interval for dividing the time grid. One line per interval is displayed in the calendar views Day, Work week, and Custom. The default setting is 30 minutes.
Start of working time. Defines the start of the working hours.
Show confirmation popup for new appointments? Specifies whether, in case of new appointments, a window opens that allows you to set the confirmation status.
Enable calendar hovers. Activates or deactivates the hovers for the calendar module.
Hide non-working hours in the team view. Specifies whether the daytimes outside the working hours are displayed in the team view.
View. Specifies the default view of the calendar module. A comprehensive description of the views can be found in 5.4: Viewing the calendar and appointments.
Time range for the calendar view. Specifies the default time range of the calendar view.
Time range for the team view. Specifies the default time range of the team view.
Time range for the list view. Specifies the default time range of the list view.
When switching to another view. Specifies the time range when selecting another view.
The option
sets the time range that was last used in the previous view. When initially switching to the new view, the default time range of this view is set.The option
the currently used time range is kept.Default time for reminder. Defines the pre-set time interval for the appointment reminder.
Number of concurrent appointments shown in day view. Defines the number of concurrent appointments displayed in the day view.
Number of days in work week. Defines the number of days in a work week.
Work week starts on. Defines the day a work week should start on.
Number of concurrent appointments shown in workweek view. Sets the number of concurrent appointments displayed side by side in the work week view.
Number of days in custom view. Sets the number of days displayed in the custom view.
Number of concurrent appointments shown in custom view. Sets the number of concurrent appointments displayed side by side in the custom view.
E-Mail notification for New, Changed, or Deleted? Specifies whether you will receive an E-Mail notification for new, changed, or deleted appointments.
E-Mail notification for appointment creator? Specifies whether you will receive an E-Mail notification if other participants accept or decline an appointment created by you.
E-Mail notification for appointment participant? Specifies whether you will receive an E-Mail notification if other participants accept or decline an appointment in which you participate.
Confirmation status for appointments in personal calendars: set status to . Specifies the default appointment confirmation status for new personal appointments to which you have been invited.
Confirmation status for appointments in public calendars: set status to. Specifies the default appointment confirmation status for new appointments in public calendars to which you have been invited.
Creating public appointments. Specifies whether you are entered as a participant when creating an appointment in a public folder. If you do not invite additional participants you are entered as a participant by default.
A team consists of several groupware users. In order to view the appointments of the team members you can select a team in the team view of the calendar module.
A team can be
created,
edited,
set as the default team,
and deleted.
How to open the team options page:
Click the icon in the title bar.
Click on
in the folder tree.Click on
below in the folder tree.Result: The panel displays the team options. The existing teams are shown in the overview window.
Tip: You can also access the team functions from within the Calendar module. Open the team view and click on in the panel section.
How to create a new team:Click The in the panel tab. If using the compact panel, click the panel entry . Team dialog window opens.
Enter a name.
Specify whether the new team should be used as the default team.
In order to add a member to the team, click
.In order to remove a member, select the member and click
.Click
in the dialog window.Click on the panel entry
.Result: The new team is displayed in the overview window.
How to edit a team:Select a team in the overview window.
Click The in the panel tab. If using the compact panel, click the panel entry . Team dialog window opens.
Modify the team data.
Click
in the dialog window.Click on the panel entry
.Result: The team is changed.
How to set a team as the default team:Select a team in the overview window.
Click The in the panel tab. If using the compact panel, click the panel entry . Team dialog window opens.
Activate the
checkbox.Click
in the dialog window.Click on the panel entry
.Result: The team is set as the default team. The default team is highlighted in the overview window.
How to delete a team:Select a team in the overview window.
Click in the panel tab. If using the compact panel, click the panel entry .
Click on the panel entry
.Result: The team is deleted.
How to leave the team functions:Click another button in the title bar.
Note: When leaving the settings before having saved the Configuration changed. pop-up window opens:
If you want to save the settings click
.If you do not want to save click
.
Click the icon in the title bar .
Open the
folder in the folder tree.Click on
below in the folder tree. The options are displayed in the overview window.Choose the appropriate settings. A description of the settings can be found further below in this chapter.
In order to save the settings click on the panel entry
.Click another button in the title bar.
Note: When leaving the settings before having saved, the Configuration changed. pop-up window opens:
If you want to save the settings click
.If you do not want to save, click
.The following settings are available.
. Sets the default view for the Contacts module. A comprehensive description of the views can be found in 4.4: Viewing contacts.
. Sets the number of rows in the Card view. When set to the groupware sets the number to an appropriate value. The default setting is 4 rows. If need be scrollbars are displayed.
. Activates or deactivates the hovers for the Contacts module.
Click the icon in the title bar.
Click on
in the folder tree.Click on
below in the folder tree. The overview window shows the available settings.Configure the settings. A description of the settings can be found further below in this chapter.
In order to save the settings click on the panel entry
.Click another button in the title bar.
Note: If you leave the options page before having saved, the Configuration changed. pop-up window opens:
If you want to save the settings click
.If you do not want to save click
.The following settings are available.
Default view: Sets the default view of the tasks module. A comprehensive description of the views can be found in 6.4: Viewing tasks.
Reminder interval in minutes. Specifies the preset time interval for the reminder of the task's due date.
Enable Tasks Hover. Activates or deactivates the hovers for the Tasks module.
E-Mail notification for New, Changed, or Deleted? Specifies whether you will receive an E-Mail notification for new, changed, or deleted tasks.
E-Mail notification for task creator? Specifies whether you will receive an E-Mail notification if other participants accept or decline a task that was created by you.
E-Mail notification for task participant? Specifies whether you will receive an E-Mail notification if other participants accept or decline a task in which you participate.
Click the icon in the title bar.
Click on
in the folder tree.Click on
below the entry in the folder tree. The overview window displays the available settings.Configure the settings. A description of the settings can be found further below in this chapter.
In order to save the settings click on the panel entry
.Click another button in the title bar.
Note: If you leave the options page before having saved, the Configuration changed. pop-up window opens:
If you want to save the settings click
.If you do not want to save click
.The following settings are available.
Default view: Sets the default view for the InfoStore module. A comprehensive description of the views can be found in 6.4: Viewing tasks.
Enable InfoStore Hover. Activates or deactivates the hovers for the InfoStore module.
The user data include:
Personal user data
Password for accessing the groupware
Click the icon in the title bar .
Click on
in the folder tree.Click on
below in the folder tree.Edit your personal data in the input fields.
In order to save the changes click on the panel entry
.Result: Your personal data is changed.
Tip: You can also change your personal data by using the setup wizard. Information can be found in 8.2.12: Using the Setup Wizard.
Note: The following instruction describes the standard procedure for changing the password. Your groupware installation might use another procedure. In this case read the corresponding documentation or contact your administrator or hoster.
How to change your password:Click the icon in the title bar .
Click on
in the folder tree.Click on
below the entry in the folder tree.Enter your current password in the input field
.Enter a new password in the input field
.Re-enter the new password in the input field
.In order to save the change click on the panel entry
.Result: The password is changed.
The administration includes
managing groups
and managing resources.
Note: These functions are only available to particular users. In case these functions are not available to you ask your administrator or host.
You can
create a group of users,
add members,
remove members,
and delete a group of users.
How to access the functions for managing groups:
Click the icon in the title bar.
Click on
in the folder tree.Click on
below in the folder tree.Result: The functions for managing groups are displayed in the panel. The existing groups are displayed in the left pane of the overview window, the properties for the selected group are displayed in the right pane.
How to create a new group:Click on
in the panel tab. If using the compact panel, click the panel entry .Enter a group name in the right pane of the overview window.
Enter the display name for the group.
Click on the panel entry
.Result: The new group is displayed in the left pane of the overview window. It has no members yet.
How to add members to a group:Select a group in the left pane of the overview window.
Click on Select participants dialog window opens.
in the panel tab. If using the compact panel, click the panel entry . TheAdd participants.
Click on
in the dialog window.Click on the panel entry
.Select a group in the left pane of the overview window.
Select a member of the group in the right pane of the overview window.
Click on
in the panel tab. If using the compact panel, click the panel entry .Click on the panel entry
.Result: The member is removed from the group.
How to delete a group:Select a group in the left pane of the overview window.
Click on
in the panel tab. If using the compact panel, click the panel entry .Click on Delete group pop-up window.
in theResult: The group is deleted.
How to leave the functions for managing groups:Click another button in the title bar.
Resources can be
created,
edited,
and deleted.
How to access the functions for managing resources:
Click the icon in the title bar .
Click on
in the folder tree.Click on
below in the folder tree.Result: the functions for managing resources are displayed in the panel. The existing resources are displayed in the left pane of the overview window, the properties for the selected resource are displayed in the right pane.
How to create a new resource:Click on
in the panel tab. If using the compact panel, click the panel entry .Enter the resource name in the right pane of the overview window.
Enter the display name for the resource.
Enter an E-Mail address for the resource. If the resource is booked, an E-mail notification is sent to this address.
Enter a description for the resource.
Click on the panel entry
.Result: The new resource is displayed in the left pane of the overview window.
How to edit a resource:Select a resource in the left pane of the overview window.
Change the data in the right pane of the overview window.
Click on the panel entry
.Result: The data is changed.
How to delete a resource:Select a resource in the left pane of the overview window.
Click on
in the panel tab. If using the compact panel, click the panel entry .Click on Delete resource pop-up window.
in theResult: The resource is deleted.
How to leave the functions for managing resources:Click another button in the title bar.
You can adjust the following settings with the setup wizard:
Complete personal data
Set up external E-Mail accounts and subscribe contact data
Publish data
Access the configuration help for setting up mobile devices when using the OXtender for Business Mobility
The setup wizard will automatically be launched when initially logging in to the Open-Xchange Server. You can also launch the setup wizard later.
How to launch the setup wizard:Click the
icon in the title bar.Click on the
entry in the pop-up menu. The window opens.Click Start in the bottom right corner.
Follow the instructions.