Open-Xchange Server

User Guide

Tuesday, 17. July 2012 Version 6.20.6


Table of Contents

1 Getting started with Groupware
1.1 What is groupware?
1.2 Features and functions of Open-Xchange groupware
1.3 Requirements for using the groupware
1.3.1 System requirements
1.3.2 Demands on the user
1.4 Terminology
1.5 Design elements
2 The Start page
2.1 What you should know
2.2 The start page interface
2.2.1 Logging in, logging out
2.2.2 Elements of the start page
2.2.3 The sidebar
2.2.4 The title bar
2.2.5 The dock
2.2.6 The start page panel
2.2.7 The folder tree
2.2.8 The overview window
2.2.9 Mini calendar
2.3 Using the help pages and tools
2.4 Working with the start page
2.4.1 Finding information
2.4.2 Creating new objects
2.4.3 Editing items
2.4.4 Opening modules
2.4.5 Configuring the overview windows
2.4.6 How to best use the screen interface?
3 E-Mail module
3.1 Overview
3.2 What you should know
3.2.1 What is the E-Mail module for?
3.2.2 What is the purpose of the E-Mail folders?
3.3 The E-mail module interface
3.3.1 The E-Mail panel
3.3.2 The E-Mail overview window
3.4 Displaying E-Mails
3.4.1 Displaying the list view
3.4.2 Displaying the H Split view
3.4.3 Displaying the V Split view
3.4.4 Viewing the source data
3.4.5 Displaying hovers
3.4.6 Opening or saving E-Mail attachments
3.5 Sending E-Mails
3.5.1 Sending a new E-Mail
3.5.2 Replying to E-Mails
3.5.3 Forwarding E-Mails
3.6 Managing E-Mail messages
3.6.1 Searching E-Mail messages
3.6.2 Collecting E-Mail addresses
3.6.3 Opening E-Mail in separate window
3.6.4 Printing E-Mail messages
3.6.5 Saving E-Mails
3.6.6 Working with E-Mail drafts
3.6.7 Copying E-Mail messages
3.6.8 Moving E-Mail messages
3.6.9 Marking E-Mail messages with flags
3.6.10 Changing the E-Mail status
3.6.11 Deleting E-Mail messages
4 Contacts module
4.1 Overview
4.2 What you should know
4.2.1 What is the purpose of the Contacts module?
4.2.2 What should I know about contacts?
4.2.3 What is the purpose of the contact folders?
4.3 The Contacts module interface
4.3.1 The Contacts panel
4.3.2 The contacts overview window
4.4 Viewing contacts
4.4.1 Displaying the phone list
4.4.2 Displaying address cards
4.4.3 Filtering contacts
4.4.4 Displaying the Detail view
4.4.5 Displaying hovers
4.4.6 Opening or saving attachments
4.5 Creating contacts
4.5.1 Adding categories
4.5.2 Marking a contact as private
4.5.3 Adding a picture
4.5.4 Adding attachments
4.5.5 Creating a contact from a vCard attachment
4.6 Creating distribution lists
4.6.1 Adding contacts from an address book
4.6.2 Adding contacts as customized entries
4.6.3 Deleting contacts from the distribution list
4.7 Managing contacts
4.7.1 Searching for contacts
4.7.2 Editing contacts
4.7.3 Printing contacts
4.7.4 Copying contacts
4.7.5 Duplicating contacts
4.7.6 Moving contacts
4.7.7 Marking contacts with categories
4.7.8 Marking contacts with flags
4.7.9 Sending contacts as a vCard attachment
4.7.10 Exporting contacts
4.7.11 Deleting contacts
5 Calendar module
5.1 Overview
5.2 What you should know
5.2.1 What is the purpose of the Calendar module?
5.2.2 What should I know about appointments?
5.2.3 What is the purpose of calendar folders?
5.3 The calendar module interface
5.3.1 The calendar panel
5.3.2 The calendar overview window
5.3.3 How to browse the calendar
5.4 Viewing the calendar and appointments
5.4.1 Selecting calendar and appointment view
5.4.2 Displaying the calendar view
5.4.3 Displaying the list view
5.4.4 Displaying the Detail view
5.4.5 Displaying the team view
5.4.6 Displaying hovers
5.4.7 Opening or saving attachments
5.5 Creating appointments
5.5.1 Creating an appointment in the team view
5.5.2 Setting the appointment start and end
5.5.3 Setting or replying to an appointment reminder
5.5.4 Creating serial appointments
5.5.5 Adding categories
5.5.6 Setting the availability view
5.5.7 Marking an appointment as private
5.5.8 Adding participants and resources
5.5.9 Adding attachments
5.5.10 Creating appointments from iCal attachments
5.5.11 Resolving appointment conflicts
5.6 Answering appointment invitations
5.6.1 Accept appointment
5.6.2 Changing an appointment confirmation
5.7 Appointments with external participants
5.7.1 You create or change an appointment
5.7.2 An external participant creates or changes an appointment
5.8 Managing appointments
5.8.1 Searching for appointments
5.8.2 Editing appointments
5.8.3 Editing appointments with drag & drop
5.8.4 Editing an appointment series
5.8.5 Printing appointments
5.8.6 Moving appointments to another folder
5.8.7 Marking appointments with categories
5.8.8 Marking appointments with flags
5.8.9 Exporting appointments
5.8.10 Deleting appointments
6 Tasks module
6.1 Overview
6.2 What you should know
6.2.1 What is the purpose of the Tasks module?
6.2.2 What should I know about tasks?
6.2.3 What is the purpose of the tasks folders?
6.3 The tasks module interface
6.3.1 The tasks panel
6.3.2 The tasks overview window
6.4 Viewing tasks
6.4.1 Displaying the List view
6.4.2 Displaying the H split view
6.4.3 Displaying hovers
6.4.4 Opening or saving attachments
6.5 Creating tasks
6.5.1 Defining a start and due date for a task
6.5.2 Setting or replying to a task reminder
6.5.3 Creating a serial task
6.5.4 Adding categories
6.5.5 Marking tasks as private
6.5.6 Adding task details
6.5.7 Adding participants
6.5.8 Adding attachments
6.6 Replying to a task invitation
6.6.1 Confirming a task
6.6.2 Changing a task confirmation
6.7 Managing tasks
6.7.1 Searching for tasks
6.7.2 Editing tasks
6.7.3 Setting tasks to done
6.7.4 Printing tasks
6.7.5 Moving tasks
6.7.6 Marking tasks with categories
6.7.7 Marking tasks with flags
6.7.8 Exporting tasks
6.7.9 Deleting tasks
7 InfoStore module
7.1 Overview
7.2 What you should know
7.2.1 What is the purpose of the InfoStore module?
7.2.2 What should I know about InfoStore entries?
7.2.3 What is the purpose of InfoStore folders?
7.3 The InfoStore module interface
7.3.1 The InfoStore panel
7.3.2 The InfoStore overview window
7.4 Viewing InfoStore items
7.4.1 Displaying the list view
7.4.2 Displaying the H split view
7.4.3 Displaying hovers
7.4.4 Opening or saving the current document version
7.4.5 Sending an InfoStore entry
7.5 Creating an InfoStore item
7.5.1 Adding a document
7.5.2 Adding categories
7.6 Managing InfoStore entries
7.6.1 Searching for InfoStore entries
7.6.2 Editing InfoStore entries
7.6.3 Printing InfoStore entries
7.6.4 Moving InfoStore entries
7.6.5 Marking InfoStore items with categories
7.6.6 Marking InfoStore entries with flags
7.6.7 Deleting InfoStore entries
7.6.8 Accessing InfoStore entries with WebDAV
8 Options
8.1 Overview
8.2 Settings
8.2.1 What can be set?
8.2.2 General configuration
8.2.3 Managing Tags
8.2.4 Configuring the start page
8.2.5 Configuring the E-Mail module
8.2.6 Configuring the Calendar module
8.2.7 Configuration of the Contacts module
8.2.8 Configuring the Tasks module
8.2.9 Configuring the InfoStore module
8.2.10 Changing user data
8.2.11 Administration
8.2.12 Using the Setup Wizard
8.3 Importing
8.3.1 What data can be imported?
8.3.2 Importing appointments and tasks in iCal format
8.3.3 Importing contacts in the vCard format
8.3.4 Importing contacts in the CSV format
8.4 Export
8.4.1 Exporting contacts with WebDAV
8.4.2 Exporting appointments and tasks with WebDAV
8.5 Folder Management
8.5.1 What do I have to know about folders?
8.5.2 Context menu entries for folders
8.5.3 Creating folders
8.5.4 Renaming folders
8.5.5 Moving folders
8.5.6 Sending a link to a folder
8.5.7 Deleting folders
8.6 Permission management
8.6.1 What do I have to know about permissions?
8.6.2 Which folder permissions are preset for a user?
8.6.3 Where do I find folders shared by other users?
8.6.4 Subscribing to E-Mail folders
8.6.5 Sharing folders
8.6.6 Which permission settings are practical?
8.7 Publish&Subscribe
8.7.1 What is the purpose of publish&subscribe?
8.7.2 Which data is supported ?
8.7.3 Subscribing to data
8.7.4 Publishing data
8.7.5 Managing subscribed and published folders
8.8 Social Messaging
8.8.1 What is the purpose of Social Messaging?
8.8.2 Which message sources are supported?
8.8.3 Subscribing to message sources
8.8.4 Reading and sending messages
Index