Webpipe.net
Groupware User’s Manual
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document is not yet complete
Version
1.1.0 March 29, 2005
What is an Intranet?
The Login
Screen
Administration
User Accounts
User Groups
Group Access Control
Lists - ACL
Address
Book
Understanding the
Address
Book interface
Adding
a contact
Adding
an email sender to The Address Book
Editing
a contact
Exporting Contacts
Grant
Access to Address Book
Importing Contacts
Printing a contact
Searching
for a contact
Calendar
Switch
between the different available views
Day
View
Week
View
Month
View
Year
View
Planner
View
Matrix
View
Scheduling
an Appointment
View
an Appointment
Editing
an Appointment
Delete
an Appointment
Calendar Preferences
CalendarFAQs
E-Mail
AngleMail
Understanding the
Angle
Mail Screen
interface
Setting the E-Mail
Preferences
Adding
an email sender to The Address Book
Composing
Messages
Adding
Recipient from Address Book
Attaching
Files
Deleting
Messages
Forwarding
Messages
Organizing
your messages into folders
Printing
Messages
Reading
Messages
Replying
to Messages
Sorting
messages in a folder
SiteMgr
SiteMgr
Introduction
SiteMgr user manual
SiteMgr administrator
manual
SiteMgr template
developer manual
SiteMgr module
developer manual
General
Menu
Home
Preferences
Personal
Preferences
Calendar
Calendar Preferences
Calendar Grant Access
Calendar Edit
Categories
Address Book
Address Book
Preferences
Address Book Grant
Access
Address Book Edit
Categories
Infolog
Infolog Preferences
Infolog Grant Access
Infolog Edit
Categories
Filemanager
Filemanager
Preferences
About
Logout
InfoLog
Understanding the
Infolog
interface
Note
Phone call
To do
File
Manager
Using Projects
Trouble
Ticket System
Global Settings &
Preferences
Making Categories
Defining Currency
Gaining
access to your Webpipe.net Groupware session requires only a few bits
of information from you. First off, you must know your user name and
password. If you do not know what those are, contact your Department
Manager or the System Administrator.
Once you have acquired
your Username and Password, enter your Username and Password in the
text boxes provided. You must also select the appropriate Domain
assigned to your account from the drop-down menu. The Domain may
reflect your place of Employment. When all required fields have been
filled, click the [Login] button.
The Webpipe.net Groupware
application will contact the System Server and perform authentication
of the information you have provided. This may take a brief period of
time depending on network and/or server load at that given time. Once
authentication of your login has been confirmed you will be sent to
your Default Entry Page. The Webpipe.net Groupware application may be
set to default to your Calendar Module Day View. This can be changed
in your personal preferences discussed later in the manual.
ACL -
Access Control Lists
Allows
to grant other people access to your data on a per user of per group
basis.
The principle of the ACL is to grant access, that
means:
You can say: user x or
group y are allowed to read my data
The admin can say: all
members of group x allow each other or an other group or user to
access there data
Access can be granted
for the following levels (and each mixture of them):
Not all Webpipe.net
Groupware applications
have ACL and/or all of the above levels implemented
Where
to set these grants
in the ACL:
On a per user basis,
each user can do it in his preferences for each app: Grant
access
On a per group basis, an
admin can set it in admin / group-manager (Group
accounts)
by clicking on the blue squares behind some app (not all apps
implement group level ACL)
Good
ACL practices for admin's
Create groups by
function and assign people to them, have one group with all users
Assign ACL's only on
group level
Examples
This
can be archived most easily with a group-ACL's.
That way it works not only for users who are in that group at the
moment, but also for users added later and its automatically removed
if the user is removed from that group. Go to 'Admin / Group
accounts' and edit the concerned group. In the edit view click on the
blue square in the ACL column behind the calendar app. This will open
another window with the ACL for that group and the calendar app. Now
you check read-access for the group itself.
Manage
means to be able to add appointments in my calendar and confirm them
on my behalf. You have to grant the secretary or assistant read, edit
and add access to your calendar. Go to your preferences and start
Calendar / Grant access. Check read,
edit and add
for that user. He can then select your calendar in any view and add
appointments to it.
Address
Book
The
Address Book is an application to manage customer (or other)
contact-information and link those with other Webpipe.net Groupware
applications.
You can import and export contacts in formats like
LDIF, CVS or VCard and administrate them via SQL or LDAP.
Search
for a contact
or choose: There are three different ways to search for a contact.
All three can be used simultaneously. If you click the [search]
button, a list of addresses appears which correspond with the search
criteria. You can navigate through the list with the green arrows.
Left: choose a
category:
All = the entire
Address book
Category = (e.g.
customer, marketing department, sales region...)
Only
the addresses that are in the selected category are shown.
Here
you can search for text strings in the address data, e.g. a name, a
city, or a part of a telephone number (e.g. (801) 399). Following,
all! Fields of the Address book are searched and those addresses are
shown where the searched text is found.
Regard:
Functions only if in the next selection box 'all' is selected!
Selection line to choose
initial letters [A] - [Z] or [all]:
Attention:
Does not function in combination with the search
for a contact
of the line above!
Address book list: shows
a table of the chosen addresses, ordered alphabetical by [Full
Name]. Addresses with 'empty fields' are shown first. If you want
another kind of order, e.g. by [Company Name], click once on
[Company Name] for order A - Z, or twice for Z - A. If in the line
above no criterion is chosen, the whole list of addresses is shown.
Which fields are shown in the table can be specified in the address
book preferences.
At
the end of the table 3 different symbols and an [] (empty small box)
are located, that lead to the following applications:
Viewing a contact:
Deleting a contact:
If
you click this small box, a [check] appears in the box and the
address is selected/marked.
Several
addresses can be marked one after another and together the selected
data can be deleted or exported ...
Button [Delete] on the
right side underneath the address book list: All marked data will be
deleted - before they are finally deleted you will be queried the
same way as when deleting a contact.
Contact
Management under Webpipe.net Groupware is quite robust and dynamic.
You can not only add basic information like First and Last names but
also Postal Codes, Cell Phone Numbers, Home and Work information, and
also Notes specific to that contact. The Webpipe.net Groupware suite
also allows you to dynamically link your contact information to your
Calendar and/or Info log entries. This feature of dynamic linking is
nice for tracking contacts either by name or events and also to
provide histories for each individual contact.
For example,
if your job was to provide technical support, you could add
individuals to your Address Book and track their support history
calls via Info log. Each time that individual calls for tech support,
you would create the Info log entry and attach his or her contact
information from your Address Book. In the future, you could look up
that Contact in your Address Book and display not only that contacts
information you stored in the Address Book but also show all Info log
entries for that contact.
To add a Contact to your Address
Book, Click the Address book Icon
on
the Top Menu Bar. This will display your current Address Book
entries. On the bottom of the contact listing you will see a number
of buttons labeled ADD, ADD VCARD, IMPORT CONTACTS, ALT. CSV IMPORT,
and EXPORT CONTACTS. Since we are just going to add an individual
contact into Webpipe.net Groupware, click the ADD button. The
Webpipe.net Groupware suite will now present you with the Address
Book Entry Form as illustrated above. Enter all known information
into this form. At the bottom of the Contact Entry Form you will
notice a Category Selection Field. This may or may not show entries.
This feature is useful for organizing entries into Specific groups.
Using an Insurance Company Contact as an example, you could create a
category named 'Insurance Company' and link the contact to that
category.
Once complete, click the SAVE button on the bottom
of the form. If you do not wish to save this information click the
CANCEL button.
NOTE - The Webpipe.net
Groupware Address book allows you to flag contact entry information
as being PRIVATE TO YOU. When Adding
a contact
you wish to keep private, click the PRIVATE checkbox near the bottom
of the Contact Entry Form. Keep in mind, even though the entry is
flagged as PRIVATE you do have to option to GRANT ACCESS to private
entries to other GROUPS or USERS in the GRANT ACCESS option in
Address Book Preferences.
To
add an email sender to your Address Book, you can either
Use
the edit button
to
edit a contact in the Address Book list.
The display shows a
template where all contact data can be entered. Some of this can be
used by other applications like Email or Direct-Dialing.
The
template is separated in some sections
Personal: You can enter
name and birthday
Business: Here you enter
all business data like company name and address, email / URL, phone
numbers
Home: You can enter all
necessary private data
Notes: Some basic
information about the contact that will be displayed viewing the
contact
Mark the contact as
private
Choose a Category to
structure your contacts and manage them more easily
Save
your entered data, leave without saving (cancel) or remove the
contact.
Granting
Access to your Address Book for other users to see is simple. One
plus to sharing contact information would be the avoidance of double
entries and having the ability to modify one entry for all to see the
change. Say for instance the contact entry for an Insurance Company.
Within the contact information for that insurance company you may
place the insurance adjusters name and phone number. If that adjuster
has moved to a different department and a new adjuster is now taking
over, anyone with granted access to that contact can update the
fields and all users who have access to that contact will see the
change.
To Enable Address Book Sharing / Grant Access, click
on the preferences link in the General Menu Box, then click the Grant
Access link under the Address Book heading. You will then be able to
select who will have access to your Address Book. There are 3
privileges you can grant. READ, EDIT, and DELETE. You can grant
privileges to GROUPS or to specific USERS. If not all USERS are
shown; click the GREEN ARROWS
located
on the top row to advance to the next page. When you have completed
Granting Access, click the SAVE button.
You
can enter 3 criteria that can be combined.
A category that can be
All or any defined category (e.g. customer, supplier,)
A text-string that will
be searched for in all!! Template entries of the Address Book
A filter for Show All,
Only Yours, Private
All
matching entries will be displayed after clicking the [Search]
button.
Calendar
The
Calendar application provides the same type of scheduling
functionality as most calendar applications.
Overview
The
main screen can show one day, week, month, year, planner, or a Daily
Matrix View. The Calendar is fully integrated with the ACL (Access
Control List), so you can use it to securely share group
appointments.
It's
possible to switch between the different available views of the
calendar.
You have to click one of the buttons on the left site:
Day
View
button
:
shows the current day (today)
Week
View
button
:
shows the current week (This Week)
Month
View
button
:
shows the current month (This Month)
Year
View
button
:
shows the current year (This Year)
Planner
View
button
:
shows Planner with date definition for several users
Matrix
View
button
:
shows user specific utilization per day, week and month
Shows
the current day with all dates and a summary of (Open To Do Items) of
InfoLog.
It's possible to switch between different users or user groups (if
you're allowed to Grant Access).
On the left side at the top
are 6 symbols (buttons) to Switch
between the different available views:
Then
you've the choice of
Category: choose (All)
or a certain Category of Calendar
Filter: choose between
(All) or (Private Only) appointments (depends on your Grant Access)
User: choose a certain
user or a user group
Text Box (Search):
search in Calendar
for any text or words (q.v. Searching for an appointment)
Left
hand site is shown the current date and the chosen user or user
group. Under it you'll find the date definition of the chosen day and
user / user group.
Click one of the shown appointments and you'll
be directed to Appointment. The Icons stand for (compare also with
scheduling an Appointment:
Icon
:
high priority appointment
Icon
:
single appointment
Icon
:
a repeating appointment
Icon
or
:
participate user(s) or user group(s).
Move
the mouse over the Icon
or
and
it shows you all involved users and the current status of date in a
small frame.
Right hand side there is a monthly overview.
Click one of the days and the Day
View
will change. End of side you can choose another month, week or year.
In addition, right hand side there is a summary of (Open To Do
Items) of Info
Log.
Click one of the entries and you'll be directed to Info
Log
View Subject.
Finally you can click the button [Import] for
Import an Appointment.
Shows
actual weekview with all scheduled dates of all users and user groups
if you got the needed access authorization.
Left up are six
different symbols to Switch
between the different available views
of the calendar:
Underneath
are 3 windows to choose and a function called searching
an appointment.
Categories: here you are
able to choose some or all categories you want the entries to work
with.
In Filter you are able
to choose between (all) and (only private) appointments.
In (User) you can choose
users or user groups you want to see entries of. Webpipe.net
Groupware will show all user and user groups you are authorized for.
Input field with button
[search]: here you can enter any text you want to search in all the
calendar entries.
Underneath
the Webpipe.net Groupware shows the chosen week and the chosen user
or user groups. The chosen appointment overview and the users are
edited in a weekview. If you click on one of the edited appointments,
you change automatically to View
an Appointment
next follows an overview with 3 month and arrows (<<)
(>>) to scroll forward and backward. In the middle is the month
of the chosen week, left the previous month and on the right the
following month.
The icons in front of the title means: (in
comparison to Editing
an Appointment
Icon
:
high priority appointment
Icon
:
single appointment
Icon
:
a repeating appointment
Icon
or
:
participate user(s) or user group(s).
If
you station the mouse over the appointment title, you will get a
complete description in a small extra frame. If you station your
mouse over the icon
or
you
get the information of all participating users or user groups with
their actual participation status.
For Scheduling
an Appointment
you only have to click on the icon
behind
the needed date.
For printing an appointment you have to click on
the button [print view]. It will open a new window in which you can
print the appointment by using the standard-windows-icon.
At
the bottom of the page you are able to change the actual shown date
by clicking one of the three areas to go to another (week), (month)
or (year). On the right side you have the possibility to import new
appointments by clicking the button (import).
Shows
actual Month
View
with all scheduled dates of all users and user groups in dependency
to your access authorization.
Left up are six different
symbols to change to different views of the calendar:
Underneath
are 3 windows to choose and a function called searching for an
appointment.
Categories: here you are
able to choose some or all categories you want the entries to work
with.
In Filter you are able
to choose between (all) and (only private) appointments.
In (User) you can choose
users or user groups you want to see entries of. Webpipe.net
Groupware will show all user and user groups you are authorized for.
Input field with button
[search]: here you can enter any text you want to search in all the
calendar entries.
In
the middle Webpipe.net Groupware shows the chosen month and the
chosen user or user groups and two arrows (<<) (>>) to
scroll forward and backward. In the middle is the actual chosen
month, left the previous month and on the right the following month.
Underneath is a scheme of the actual month with all days,
appointments and chosen users. If you click on one of the edited
appointments, you change automatically to View
an Appointment.
The icons in front of the title means: (in comparison to Editing
an Appointment
Icon
:
high priority appointment
Icon
:
single appointment
Icon
:
a repeating appointment
Icon
or
:
participate user(s) or user group(s).
If
you station the mouse over the appointment title, you will get a
complete description in a small extra frame. If you station your
mouse over the icon
or
you
get the information of all participating users or user groups with
their actual participation status.
To edit a new appointment you
only have to click on the icon
behind
the needed date.
For printing an appointment you have to click on
the button [print view]. It will open a new window in which you can
print the appointment by using the standard-windows-icon.
At
the bottom of the page you are able to change the actual shown date
by clicking one of the three areas to go to another (day), (month) or
(year). On the right side you have the possibility to import new
appointments by clicking the button [import].
Shows
a scheme of the actual year with a short view of the month.
Left
up are six different symbols to change to different views of the
calendar:
Underneath
are 3 windows to choose and a function called searching for an
appointment.
Categories: here you are
able to choose some or all categories you want the entries to work
with.
In Filter you are able
to choose between (all) and (only private) appointments.
In (User) you can choose
users or user groups you want to see entries of. Webpipe.net
Groupware will show all user and user groups you are authorized for.
Input field with button
(search): here you can enter any text you want to search in all the
calendar entries.
Below
the three windows, you see the actual year (e.g. 2005) and two arrows
(<<) (>>) to scroll forward and backward.
Underneath
the "written" year comes the scheme of the year with all
months and days. If you click on a certain month, you come
automatically to the according Month
View;
if you click on a certain day, you come automatically to the
according Day
View.
For printing a Year
View
you have to click on the button [print view]. It will open a new
window in which you can print the appointment by using the
standard-windows-icon.
At the bottom of the page you are able
to change the actual shown date by clicking left to go to another
(month) or (year). On the right side you have the possibility to
import new appointments by clicking the button [import].
The
Planner
View
shows your group planner with all appointments and participating
users and user groups in dependency to your access authorization. The
overview can be ordered by categories or users and is indicated in a
Month view.
Left up are six different symbols to change to
different views of the calendar:
Underneath
are 3 windows to select and a function called searching for an
appointment.
Categories: here you are
able to select some or all categories you want the entries to work
with.
You can choose between
category and User
In (User) you can select
user or user groups you want to see entries of in dependency to your
access authorization
Inputfield with button
(search): here you can enter any text you want to search in all the
calendar entries.
The
following Planner View shows a chart with
The selected month and
two arrows (<<) (>>) to scroll forward and backward
All weeks and days of
the selected month
All appointments of all
user and user groups in dependency to your access authorization
Ordered
by
Category: the chart
includes a new row for each category with all appointments of the
selected user and user groups.
User: the chart shows a
row for each user and user group mentioning all appointments.
If
you click on an appointment you switch automatically to view
appointments. If you station the mouse over the appointment title,
you will get a complete description in a small extra frame. If you
station your mouse over the icon
or
you
get the information of all participating users or user groups with
their actual participation status. For Scheduling
an Appointment
click on the day in the chart.
For printing an appointment
you have to click on the button [print view]. It will open a new
window in which you can print the appointment by using the
standard-windows-icon.
At the bottom of the Planner
View
you could change the month and the year in the option window on the
left. In the option window in the middle you can select the number of
month shown in the overview and on the right you have the button
[import] to import new appointments.
Shows
a chart (overview) with all appointments as daily matrix or weekly
matrix for all users and/or user groups in dependency to your access
authorization.
Left up are six different symbols to change to
different views of the calendar:
Underneath
are 3 windows to choose and a function called searching for an
appointment.
directly
behind the email name in your Email Application. You will be
directed to the View Contact screen and this generates a new
contact in the Address Book with yourself as owner