Insight WebClient 5.0 Users Guide
Updated 1-15-2007
Bynari Insight products are trademarks of Bynari, Inc.
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All other trademarks are the property of their respective owners.
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Support is available to customers worldwide.
To contact technical support
Phone 1-214-350-5772 or email: support@bynari.net
For FAQs: http://www.bynari.net/esupport/
Overview 7
Empty Trash 12
Inbox 13
New Message 13
Folders 17
Search 19
Options 20
General Options 20
Message Options 21
Other Options 23
Problems 23
Help 23
Logout 23
Address Book 24
Browse 24
New Contact 24
Search 25
Options 28
Display Options 28
Other Options 29
Problems 29
Help 29
Logout 29
Calendar 29
Today 29
New Event 30
Goto 31
Search 32
Options 34
Display Options 34
Calendars 35
Events 35
Problems 35
Help 35
Logout 35
Notes 35
List Notes 36
New Note 36
Search 37
Print 39
Options 40
General Options 40
Problems 40
Help 40
Logout 40
Tasks 40
List Tasks 41
New Task 41
Search 42
Print 43
Options 44
General Options 44
Task List and Share Options 44
Problems 44
Help 44
Logout 44
Insight Webclient is a browser based email client that provides groupware sharing with Outlook® clients. Users can share calendars, lookup free/busy information, schedule resources, use corporate contact lists, and share public folders.
This client is ideal for remote users who still need to share information with other people, and it provides a similar look and feel as other email desktop applications using the web browser.
The “WebClient” is a browser independent application that reads information from the email server. The WebClient displays this information to the user in the form of an html page. The interface of the WebClient is quite similar to common desktop applications, such as Microsoft Outlook® which reduces the learning curve. The experience will be quite similar, whether the user is at the office using a desktop application or away from their desk accessing the same data through a web browser.
Certain requirements must be met to ensure the application functions the same in all environments as with all browser-based applications. There are many combinations of operating systems and browsers that can cause the application to behave differently. As advances are introduced in browser technology, developers are granted access to tools that allow them to create browser-based applications to mirror their desktop counterparts. Unfortunately, these advances in browser technology are not always backwards compatible with previous versions, nor are they supported in all browser types. A neutral ground has to be found where functionality and browser support can meet.
Every client environment can be unique, so standards must be set to ensure the application functions as intended.
Therefore, your browser choice must support frames, JavaScript, style sheets, and cookies. The WebClient may not function as intended if your browser does not support these technologies. The WebClient is tested and supported on Internet Explorer®, and Mozilla®.
For the server side component of the WebClient, the requirements are the same as they are for the Insight Server.
Users may gain access to the WebClient simply by entering the URL to the email server of choice. This information will be provided by the network / email administrator.
The URL for the WebClient is typically http://youremailserver/groupware/.
The secure page URL is generally https://youremailserver/groupware/.
Security is of the utmost importance when data is stored in a location that is accessible to the outside world. The WebClient takes security quite seriously and has integrated measures to ensure that data is accessible to authenticated personnel only. All screens within the WebClient application have an embedded security check. If a user is trying to access a page within the WebClient and has not been authenticated, the login page will be displayed (Figure 1). The user supplies a username and password and this information is authenticated against user data stored on the Insight server. If a match is found, a user session is created and the user is granted access to the corresponding account.
Figure 1 WebClient Login Screen
Precautions have been taken to prevent malicious users from hacking the web server and gaining access to the critical data that is stored.
Upon successful login, the following screen will be presented. The tree of all the folders is on the left side of the display, the inbox messages displayed on the top half and the preview pane on the bottom half of the screen. In the upper right corner there is a display of the user who is currently logged into the WebClient.
Figure 2 WebClient startup default Screen
The WebClient includes many of the basic features of a desktop application. The major features include email, calendar, contacts and notes. The WebClient version of these features will function similarly to the desktop application, the only difference being that you access the application with a web browser. As new versions of the WebClient are released, more and more items will be added to the feature set.
At the left hand side of the web page is the application navigation bar. Click on the icons on this navigation bar to quickly and easily switch between the available applications.
Figure 3. WebClient Tree
Insight Portal Page
The Insight Portal page provides a quick summary of all your important information. For example, it might show how many new e-mail messages you have in your INBOX, upcoming events on your calendar, tasks on your to-do list, and so on. Many of these summaries will contain quick shortcuts to common functions, such as composing a new mail message, creating a new calendar event or task, etc.
The contents of this portal page are customizable via the Add Content button. For example, you can choose which items to include on this portal page as well as in which order they are shown.
Inbox
The Inbox is used to view and manage incoming emails. Functions such as reply, reply all, forward, delete, and move can be used on email messages found in the Inbox. More about the Inbox will be addressed in the Mail Application section.
Deleted Items
Deleted Items folder is the location where all deleted items will be sent for retrieval. The deleted items can be removed permanently by clicking on Empty Trash menu icon.
The drafts folder is used to save emails that have not been sent. These emails can then be edited at a later date to be sent.
Journal has not implemented at the time of this document creation.
Outbox
Email is stored in the Outbox folder when being sent. Email messages will not appear in the outbox folder if sent successfully; however, email messages will appear in the outbox folder if there is a failure while trying to send the message.
Sent Items
Sent Items folder is used to store sent email items.
Spam
Spam folder is used to store junk email.
Organizing
Address Book
The Address Book provides a convenient method and place to store contact information for your users for easy retrieval and use.
Calendar
Calendar provides functions of creating, modifying, and deleting events. It currently supports recurring events, alarms, import and export functions (iCalendar and CSV formats), iCalendar invitations, multiple calendar views, shared calendars, display of Task List, and ability to show events in the summary screen.
Notes
Notes allows you to create the computer equivalent of sticky notes. Notes can be created, modified, deleted, and printed. You can also search your notes to locate information. Support for importing and exporting notes is also available.
Unlike real sticky notes, your computer notes can be shared with others in different physical locations. Notes can be organized into different notepads, and assigned categories.
Task
Task is a fairly full-featured "to-do" list manager that supports private and shared tasks lists, integration with the Calendar function, categories, priorities, due-dates, searches, printing and import/export functions.
The Mail Application allows you to Send, Receive, Print and Store email messages, as well as allows you access to shared folders.
The Menu Bar controls the basic functions of the Mail Application. Insight WebClient features a quota level indicator when the user has a quota set on their mailbox. The indicator is listed at the top of the message-list. If a quota has not been set on the user’s mailbox the indicator will not appear.
When the user has utilized below 90% of the quota, the font will be displayed in blue color and in bold red when the quota has exceeded 90% as seen in the figure below.
Figure 4. MenuBar and User Quota Indicator
The Empty Trash feature allows you to empty the items from the Deleted Items folder.
The Inbox is used to view and manage incoming emails. Functions such as reply, reply all, forward, delete, and move can be used on email messages found in the Inbox. Refer to Figure 5 below for an illustration of how the Inbox might appear. The Inbox of the WebClient supports the basic functionality of an email program.
Figure 5. Email Inbox
The user has the ability to compose new emails either in plain text or using an HTML editor. This setting can be found in the Application Navigation Bar, “Options -> Message Composition” section and is called “Compose messages with an HTML GUI by default”. The HTML editor will allow a user to type messages using different font styles, sizes, formatting, etc. To compose a new message, click the “New Message” icon. To start a new message, enter the fields required, and send to recipients selected from a list of contacts.
Figure 6. Compose email, using plain text editor (default)
Figure 7. Compose email, using rich text editor
Send Message
To send the email, press “Send Message”. This will send the email message and place a copy of the message in your “Sent Items” folder.
Save Draft
To save an email, press “Save Draft”. This will place the unfinished message in the “Drafts” folder. It can be accessed from “Drafts” at any time.
Cancel Message
To cancel an email, press “Cancel Message”. This will cancel the new email message and return you to the inbox.
Auto-completion of email addresses
Insight WebClient uses a javascript that allows users to “auto-complete” addresses from the user’s “contact” folders and will automatically fill in the rest of the nickname/email address.
Address Book
Clicking the AddressBook icon, the recipient list is composed from the contacts list. To add a recipient to the To, CC, or BCC box, the user would simply select the name from the contact list and then click on the button for where the recipient should be placed, e.g. To:, Cc:, or Bcc: The email value for the recipient is automatically attached to the name, so there is no need to memorize email addresses. Please refer to Figure 8 for a reference how the Address Book screen might appear.
Figure 8 New Email Message
A user can
designate who the email is going to be sent to by selecting names in
their Contacts list and selecting the “
To>>”
button. Or the user can simply type the email address in the “To:”
field. The same action applies for “Cc>>” and “Bcc>>”.
To remove an email recipient that was selected from the list, select
the names in “TO>>” field and select the “DELETE”
button.
To search for a contact, enter the first and/or last name of the person you wish to find in the “Search” field. Then press enter or “SEARCH” to display the results.
Spell checker
Insight WebClient includes a spell checker to check spelling of an email before sending it. Click the “Spelling” button in order to start the spell checking scanner.
Attachments
Users may attach files or other attachments to an email by selecting “Browse” at the bottom of the email. Browse for the desired attachment, select the attachment, and then select the “Attach Now” icon.
Read receipts
Read receipts can be requested upon sending an email. When the recipient receives the email, a prompt will be displayed to send a “read receipt” that acknowledges the email was read. This feature can be turned on for all emails from the Preferences page, or by checking “Request Read Receipt” upon composing an email.
Using Folder Navigator pull down, folders can be created, renamed, deleted, emptied, etc. See figure 9 below.
Figure 9 Folder options
You can select folders by using the checkbox’s along the left column. Once you have done this, select the action you wish to perform on the folders via the Folder Navigator pull down.
Create
To create a folder in the base level, select 'Create' without selecting a folder in the left column. To create a subfolder in a currently existing folder, select the existing folder in the left column before selecting 'Create'.
Rename
To rename, select the folders in the left column to rename and click 'Rename'. When renaming, all subfolders will automatically be renamed.
Delete
To delete a folder and all messages inside the folder, select the folders in the left column to delete and click 'Delete'. When deleting a folder with subfolders, these subfolders will not be automatically deleted. To remove these subfolders, you must manually select all folders to delete using the left column.
Empty
To delete all messages inside a folder, but not delete the folder itself, select the folders in the left column and click 'Empty'.
Subscribe/Unsubscribe
Flags a folder as either subscribed or unsubscribed. When a folder is subscribed, it will appear in all drop down folder lists. These options only appear if “Use IMAP folder subscriptions” is enabled in Mail -> Options -> Server and Folder Information.
To subscribe, select the folders in the left column to add and click 'Subscribe'. To unsubscribe, select the folders in the left column to remove and click 'Unsubscribe'.
Check for New Mail/Do Not Check for New Mail
This option flags a folder to be checked for new mail in the Folder Navigator and the sidebar (if activated).
To set this flag, select the folders in the left column to check and click 'Check for New Mail'. To unset this flag, select the folders in the left column to check and click 'Do Not Check for New Mail'.
Mark All Messages as Seen/Unseen
To mark all messages in a folder as seen, select the folders in the left column and click 'Mark All Messages as Seen'. To mark all messages in a folder as unseen, select the folders in the left column and click 'Mark All Messages as Unseen'.
Download
To download all messages in a folder in a single file (mbox format), select the folder in the left column and click 'Download'. To download the file in ZIP compressed format, instead select 'Download [.zip format].
Import Messages
This option will import mbox format or .eml files into the folder of your choice. Choose one folder via the left column to import the messages into and then select this option. You will then be taken to a page that will prompt for the mbox or .eml file to import.
Show Size
This option will show you the size of the selected folders.
Rebuild Folder Tree
Rebuild the graphical representation of the folder tree by re-querying the mail server. You should not normally need to do this unless you are simultaneously accessing the mail server with another mail client and that mail client has made changes to the folder structure.
Figure 10. The Mail Search feature allows you to search using various criteria
You may search for messages using different search criteria.
Step 1: Enter text to the fields you want to add to your search criteria.
Step 2: Choose the message flag(s) to add to your search criteria.
Step 3: Choose the folder(s) from which to search for the messages.
Step 4: Click "Search".
If any messages matched your search criteria, then the subjects of these messages will be shown in the "Search Results" view.
Figure 11. Mail Application Options
Personal Information
Change the name, address, and signature that people see when they read and reply to your email
Server and Folder Information
The most notable options on this screen are “Display Virtual Inbox” and “Use IMAP Folder Subscriptions”.
Virtual Inbox is a saved search that does away with the need to search every mailbox for messages marked as new. Instead, all currently subscribed mailboxes are searched for new messages and the results are displayed in a single mailbox.
IMAP Folder Subscriptions are used to determine what folders are displayed and updated on the
application navigation bar
Share Folders
Insight WebClient allows users to share personal or public folders with other users that reside on the same mail server. Folders can include calendars, inbox, tasks, contacts, etc. To share any folder, select the folder from the folder tree, then select the “Permissions” icon. The “Folder Permissions” page will now be displayed (Figure 11).
Figure 12 Folder Permissions
To share a folder,
select a folder from the pull down list in the top right hand corner
of the window, enter the user you wish to share the folder with and
check the permissions you wish to grant. When
finished, select “Save”.
Message Composition
Customize how you send mail.
Message Composition: Attribution Text
You can enter the phrase that you wish to appear before any quoted text in a reply that you send.
You can include one or more special placeholders to insert information about the message to which you are replying. Placeholders consist of a '%' followed by a single letter. The following placeholders are available:
%f : The sender's name and email address
%a : The sender's email address
%p : The sender's name
%r : The full RFC 2822 style date and time zone
%d : The date as www, dd mmm YYYY
%x : The date in the locale's default
%c : The date and time in the locale's default
%m : The Message-ID
%s : The subject
%n : A new line
%% : The '%' character
Message Viewing
Configure how messages are displayed
Deleting and Moving Messages
Set preferences for what happens when you move and delete messages.
New Mail
Controls when new mail will be checked, and whether or not to notify you when it arrives.
Mail Previews
Controls how messages are displayed when previewed
Fetch Mail
Customize accounts for fetching mail from other accounts
Mailbox and Folder Display Options
Change display options such as how many messages you see on each page and how messages are sorted.
Search Options
Control options relating to messages searching.
Filters
Create filtering rules to organize your incoming mail, sort it into folders, and delete spam.
Address Book
Select address book sources for adding and searching for addresses.
The problems feature allows you to report a problem to your server administrator
The help feature gives you access to WebClient’s built in Help system.
The logout feature ends the WebClient session.
There are various Organizing Applications: AddressBook, Calendar, Notes and Task. This section describes each of these applications and their uses.
The Address Book application provides a convenient method and place to store contact information for easy retrieval and use. Depending on how your administrator has set up the system it can provide a private address book as well as access to public network directory services. It also supports distribution lists so that you can create your own "mailing lists."
The Menu Bar controls the basic functions of the Address Book application, allowing you easy access to the Address Book functions.
Figure 13. The Address Book Menu bar
You can create your personalized address book with your contacts or use one of the global address books.
The user has the ability to search, add, edit, export and delete. Basic data is displayed on the list page, as shown in Figure 14. Extended data can be viewed, updated, or printed out by clicking on the name.
Figure 14 Contacts List
The new contact form allows the entry of data for each new contact. Select the save icon to save your data to the server.
Figure 15 New Contact
Search an address book to locate information. This is intended as a quick search and only allows you to search on a few basic fields. Usually this is the name and email address fields but could vary depending on how your administrator set up the address book.
Figure 16, Basic Search
For a more complex search you can use the "Advanced Search" which permits searching on other fields.
Advanced Search allows you to search on multiple fields. Which fields are available for searching depends on the address book being searched.
Figure 17, Advanced Search
If a search is successful, the results will show up in the "Search Results" area.
Clicking on an "Email" field entry will open a new Compose window to send mail to that address. Clicking on a "Name" field entry will display the address book record for that name, allowing you to then edit or delete the entry.
Depending on how your system has been set up by the administrator, search results can be cumulative. Each search will add any new results to your existing results. This is helpful when building lists. To remove the results of cumulative searches and start a new search, click on the "Clear Search" link.
When viewing a list of entries, you can sort the entries by each field shown by clicking on the appropriate column heading. To switch columns between ascending and descending sort order, click on the arrow icon in the column heading.
This menu allows importing to and exporting from your personal address book. It supports both CSV (Comma Separated Variable), Outlook, and vCard formats, as well as some other popular formats.
Figure 18, Import/Export Address Book
Importing
To import an address book, you need to have the address book data to import on your local machine (on which the web browser is running). To do this, you will need to first export the address book information from your current email client.
If you use Outlook Express:
1) Click on File > Export > Address Book
2) Select "Text File" (Comma Separated Values) in the "Address Book Export Tool". Click on "Export".
3) In the "Save exported files as" field, type in a name for your address book. Click "Next".
4) Put a checkmark in the box to the left of each of the fields that you wish to export. Click "Finish".
5) You should receive a message that states 'Address book export process has completed'. Click 'OK'.
6) Click 'Close' on the 'Address Book Export Tool' and close Outlook Express.
If the exported address book file is not located on your desktop, and you're using a Windows operating system, click on Start > Find or Search > Files or Folders and search your main hard drive for the file name that you used in step 3. Make a note of the file's location.
To import an address book into the webclient, open the address book you want to import.
8) Click on the "Import/Export" Icon. Select the type of address information data file you want to import from the selection list.
9) Click on the "browse" button to look for the address data file on your computer.
Select the file, and click on the "Import" button. The information in the file will be imported into your address book.
Note: Some complex entries, or entries with fields that do not match your address book fields, may not import correctly. You should verify the imported data after an import.
Exporting
Select the Export Format and click Export to export the current AddressBook, See Figure 18 above for details.
Figure 19. Addressbook Options
Address Books
Choose which address books to use.
Column Options
Select which fields to display in the address lists.
Display
Select view to display by default, sort options, and paging options.
Name Format
Select which format to display names.
Deleted Confirmation
Delete button behavior; these options configure how delete requests are handled.
The problems features allow you to report a problem to your server administrator
The help feature gives you access to WebClient’s built in Help system.
The logout feature ends the WebClient session.
The Calendar application is used to manage and schedule appointments. The Calendar View can be adjusted by Day, Work Week, Week, Month, or Year tabs.
The Menu Bar controls the basic functions of the Calendar application, allowing you easy access to the Calendar functions.
Figure 20, Calendar MenuBar
Certain views are designed to be printable. When in one of these views, a Print icon will appear in the top menu bar. Use this menu icon to print the current view.
Display your default view (month, week, day, etc) for the current date, as set in Options -> User Interface.
Figure 21, The Today feature displays your default view. In this example, the default view is Day View
The New Event menu item will allow you to create a new event to be added to a calendar.
Figure 22, The Add Event window.
Alarms for events in a calendar can be generated. By default, the first alarm is generated fifteen minutes before the appointment is supposed to start, but the alarm can be set (per event) to occur at almost any interval before the event start time.
Events can be made to repeat in various ways. Many events repeat in certain frequency. For example, the Monthly recurrence types allow the selected item to repeat each month, and the Weekly recurrence type allows the selected item to repeat each week. Events can repeat by specific days: for example, an item that occurs on the third Friday of each month, or an item that occurs on Monday, Wednesday, and Friday every week.
You can also restrict how long an event repeats by selecting the end date for the event's recurrence.
Normally, a modification to a repeating event applies to all occurrences of that event. A single occurrence of a repeating event can be modified by editing the occurrence, removing its recurrence information, and then choosing the Save as New option from the Repeat menu. The selected occurrence can now be modified independently of the other occurrences.
Save Event
Save the event to the Calendar and return to the default calendar view.
Cancel
Cancel the event, return to default calendar view.
Reset to Defaults
Reset the new event form.
The Goto menu item will display a small pop-up window in which you can quickly select a month, week of the year, or day of the month to go to. This is usually the quickest way to move within the calendar.
Figure 23. The goto pop-up is a quick and easy way to navigate the calendar.
The Search feature allows you to search for text in your Calendar events. You can search the Title or Description fields, and specify a time span for the search.
Figure 24. The Calendar Search feature
For a more complex search, you can use the "Advanced Search" which permits searching on other fields.
Figure 25. The calendar advanced search feature
The Import/Export menu item allows you to import or export calendar events. Currently you can import files in CSV, Microsoft Outlook, and vCalendar/iCalendar formats. You can export to CSV and iCalendar formats.
Import
1) Select the format and filename of the import source and click Next
Figure 26. Calendar Import, Step 1
2) Fill in the information requested by WebClient on the formatting of the source data. When you are finished, click “Next” to continue.
Figure 27. Calendar Import, Step 2
3) Pair matching fields from the Imported Fields and Available Fields assigning available fields their data sources. Click “Add Pair” to add the pair to the Matching fields list. Once you have matched all available fields, click “Next” to continue.
Figure 28, Calendar Import, Step 3
4) Click Next to import
Figure 29. Calendar Options
User Interface
Select confirmation options: how to display the different views and choose default view.
Portal Options
Select which events to show in the portal.
Task and Other External Events
Do you want to show external events in your calendar (like tasks which are due etc)?
Default Calendar
Choose your default calendar.
Remote Calendars
Manage remote calendars.
Free/Busy Information
Set the free/busy calendars: your own and other users' free/busy options.
Event Defaults
Set default values for new events.
Notifications
Choose if you want to be notified of new, edited, and deleted events.
The problems features allows you to report a problem to your server administrator
The help feature gives you access to WebClient’s built in Help system.
The logout feature ends the WebClient session.
The Notes application allows you to create the computer equivalent of sticky notes. Notes can be created, modified, deleted, and printed. You can also search on your notes to locate information. Support for importing and exporting notes is also available.
Unlike real sticky notes, your computer notes can be shared with others in different physical locations. Notes can be organized into different notepads and assigned categories.
The Menu Bar controls the basic functions of the Notes application, allowing you easy access to Note functions.
Figure 30. The Notes MenuBar
The List Notes features list all the notes in the current notepad, The Notes List also include My Notepads Option, this option allows you to control what notepads are visible. To create or delete notepads click Manage My Notepads.
Figure 31. List Notes
When viewing a list of entries, you can sort the entries by any column by clicking on the appropriate column header title(My Notes, Category). To switch a column between ascending and descending sorting order, click on the arrow icon in the column heading.
Clicking
on a note title will display the note.
Figure 30 Viewing Notes
When viewing a note, you have three options: Edit, Delete and Back to Notepad
Edit - allows you to modify the selected note.
Delete - permanently deletes the selected note.
Back to Notepad - takes you back to the notepad that contains the current note.
The New Note feature allows you to create a new note in the current notepad. Type your note, assign it an optional category, and when you are finished click Save to save the note.
Figure 32, New Note Window
The Search feature allows you to search for text in your notes. You can search the description field only or the full text of the notes.
The Import/Export feature allows you to import or export notes. Currently, CSV formatted and vNote files are supported.
1) Select the format and filename of the import source and click Next
Figure 33. Notes Import Step 1
2) Fill in the formatting information of the source data. When you are finished, click “Next” to continue.
Figure 34. Notes Import Step 2
3) Pair matching fields from the Imported Fields and Available Fields, assigning available fields their data sources. Click “Add Pair” to add that pair to the Matching fields list. Once you have matched all available fields, click “Next” to continue.
Fig 35. matching fields
4) Click “Next” to begin the import process.
The print feature allows you to print a note.
NOTE: The Print icon is only in the menu bar when viewing a note.
Figure 36. Notes Options
Display Options
Change your note sorting and display options.
Default Notepad
Choose your default Notepad.
Delete Confirmation
Delete button behavior
The problems feature allows you to report a problem to your server administrator
The help feature gives you access to WebClient’s built in Help system.
The logout feature ends the WebClient session.
The Task Application is a "to-do" list manager that supports private and shared tasks lists, integration with the Calendar function, categories, priorities, due-dates, searches, printing and import/export functions.
The Menu Bar controls the basic functions of the Task application, allowing you easy access to Task functions.
Figure 37. Task MenuBar
The List tasks feature lists the task in the selected task list. The Task List also include My Tasklist Option, this option allows you to control what tasklist are visible. To create or delete tasklist click Manage My Tasklist. There are three display modes: All Task, Incomplete Task and Completed Task. See Figure 36 below for details.
Figure 38, Task List
When viewing a list of entries, you can sort the entries by any column by clicking on the appropriate column heading (Priority, Name, Due Date, and Category). To switch columns between ascending and descending order, click on the arrow icon in the column heading.
The New Task feature allows you to create a new task, enter all the required information as can be seen below, click on Save to save the information.
Figure 39, New Task Form
Note: Task events can be marked as “private”. This option is the third from the top on the “new task” page (see screenshot above). Only the folder owner will be able to see this private task.
The Search feature allows you to search for text in your Tasks, with a search scope of Name, Description, and Category.
The Import/Export feature allows you to import or export notes. Currently CSV formatted and vToDo files are supported.
1) Select the format and filename of the import source and click Next.
Figure 40. Task Import Step 1
2) Fill in the information for formatting of the source data. When you are finished, click Next to continue.
Figure 41, Task Import, Step 2
3) Pair matching fields from the Imported Fields and Available Fields, assigning available fields their data sources. Click “Add Pair” to add that pair to the Matching fields list. Once you have matched all available fields click “Next” continue.
Figure 42. In process of matching fields, imported fields name, description and category are matched
4) Click “Next” to begin the import process.
The print feature allows you to print a Task or TaskList.
Figure 43. Task Options
Display Options
Change your note sorting and display options.
Delete Confirmation
Delete button behavior.
Default Task List
Choose your default task list.
Notifications
Choose if you want to be notified of new, edited, and deleted tasks.
The problems feature allows you to report a problem to your server administrator
The help feature gives you access to WebClient’s built in Help system.
The logout feature ends the WebClient session.
Using the WebClient as your default Mail Composer
Steps to make the WebClient the default mail composer whenever “mailto:” links on web pages are clicked. (The 2 files described below can be obtained from Bynari support):
1. Put the ICC-mailto.bat in c:
2. Edit the ICC-mailto.bat file, make sure the correct URL line is specified. Should be mail.domain.net.
3. Run the ICC-mailto.reg file to import registry settings.
4. In Internet Explorer, click Tools -> Internet Options -> Programs (tab).
5. Select Bynari Insight WebClient for the email program.
6. Click on some mailto: links on web pages.
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Copyright
© 2001-2007 Bynari Inc.,
All rights reserved.
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