Chapter 2. The Open-Xchange Server Portal

Table of Contents

The Portal Page
Overview
Appointments (section: Today)
Tasks (section: Today)
Pin board
Projects marked for review
Email(s)
New Appointments
New Tasks
The "Current" Page – Groupware News
The Handbook
The Miniature Calendar
Tasks
The Search Function
Create new
Folder Management

The Portal Page

The portal page gives you an overview of important data. After a successful login or when you click on the Portal icon you see the portal page. It serves as an info board and as an overview of your appointments for the day, your tasks and projects that are marked for resubmission. In your user-setup you can additionally arrange for current appointments to appear on the portal page a few days in advance.

You also see whether somebody has created new appointments or tasks for you. On the portal page you also find new InfoStore entries and alerts for new and unread e-mail messages.

The portal page is divided into several sections. In the uppermost part of the portal bar you will find the Open-Xchange Server menu bar. From there you can go to Setup and groupware help. If you want to leave Open-Xchange Server you should log off from the system via the Logout button.

Directly underneath on the left side you see the navigation bar of the groupware. The individual icons give you direct access to the individual sections of Open-Xchange Server (see Chapter 1, Basics).

Underneath you see the folder structure that gives an overview of the Open-Xchange folder contents. There you can sort Contacts, Calendar items and Tasks according to your own needs. You get options via the context menu. Open the context menu by pressing the right mouse button. Via the context menu you can create, delete, rename, cut or paste folders. Under properties you get information on the folders.

Figure 2.1. The Portal Page of the Open-Xchange Server

The Portal Page of the Open-Xchange Server

On the right side on top you can create new emails by clicking on the email icon. When clicking on the arrow below you will see further icons for creating new tasks, appointments, contacts, and documents.

Under MyOX you can print the current view. Under Quick Settings you can activate the QuickInfo and the InfoBox by selecting the respective check box. In the field to the right you can link objects.

Further below you find the portal page overview showing current information about your work and message items. This overview takes up the most space of the portal page.

The left field on bottom shows a miniature calendar that can quickly show you appointments for a certain date, a list of current tasks, and shortcuts for creating new elements.

The last field underneath the miniature calendar can be docked out. It contains information on incoming email and current used memory.

Overview

In the overview you see all current information concerning you. It shows the modules Calendar, Emails, Tasks, and InfoStore with current appointments, tasks and emails, and InfoStore entries.

Appointments (section: Today)

Here you see an overview of your appointments for today. The appointment description provides a link leading to the details of the respective calendar item.

Tasks (section: Today)

This overview shows all tasks that have not been completed yet. The tasks marked for resubmission are listed in this section every day until their due date. Overdue tasks are marked in red. The task title is a link leading to the detail view.

Pin board

Under Pin board you see currently relevant information. In order to have new messages displayed on the portal page you create a new entry in the ‘Pin board’ module.

Permissions relevant to Pin Board Entries

Depending on your section rights you may not place pin board entries on the portal page. Please consult the system administrator for this.

Projects marked for review

For each project you can set a resubmission date. When the resubmission date is reached, the project is displayed on your portal page. Thus you can create reminders for important milestones. The projects are displayed similar to tasks (see Chapter Creating new projects)

Email(s)

Here you can have new e-mails displayed directly on the portal page. If there are new emails, you see here the number of newly arrived and unread messages. For instance, you see a line such as

You have 2 new and 6 unread messages.

Via the linked number of messages you can directly jump to the Web Mail module and read your new emails.

New Appointments

All appointments that have recently been created for you are listed here. Here you can also jump to the detail view via the appointment description.

New Tasks

All tasks that have recently been created for you are listed here.