Java Desktop System Email and Calendar User Guide

Chapter 1 Overview of Email and Calendar

This chapter provides an overview of Email and Calendar.

Introduction to Email and Calendar

Email and Calendar is an advanced personal information management system that integrates with email servers and calendar servers. Email and Calendar contains the following component applications:

Calendar

You can use Calendar to schedule appointments, meetings, and tasks.

Contacts

You can use Contacts to create an address book of your contacts.

Email

You can use Email and Calendar to compose, send, receive, and manage email messages.

Summary

Summary gives you an overview of your day. Summary displays an overview of your email messages, and your appointments, meetings, and tasks.

Tasks

You can use Tasks to manage the work tasks that you perform.

Connectors

You can use connectors to connect to other email and calendar servers.

Email and Calendar is based on the Evolution 1.4 application, developed by Novell, Inc.

To start Email and Calendar, click Launch, then choose Email and Calendar.

Figure 1–1 shows an Email and Calendar window that displays Summary.

Figure 1–1 Email and Calendar Summary Window

Email and Calendar Summary window. Callouts: Menubar, Toolbar, Shortcuts bar, Folder pane.

The Email and Calendar window contains the following items:

Menubar

Contains menus that you use to perform tasks in Email and Calendar. Different menu items are available, depending which application you use.

Toolbar

Contains buttons that you use to perform tasks in Email and Calendar. Different toolbar buttons are available, depending which application you use.

Shortcuts bar

Displays your shortcuts. Shortcuts are icons that provide quick access to your folders. The shortcuts bar is located at the extreme left side of the Email and Calendar window.

To display the shortcuts bar, choose View -> Shortcut Bar so that the Shortcut Bar menu item is selected.

To hide the shortcuts bar, choose View -> Shortcut Bar again, so that the Shortcut Bar menu item is deselected.

Folder pane

Displays a list of your folders. The folder pane is located at the left side of the Email and Calendar window.

To display the folder pane, choose View -> Folder Bar so that the Folder Bar menu item is selected. Alternatively, click on the name of the current folder at the top of the message list.

To hide the folder pane, choose View -> Folder Bar again, so that the Folder Bar menu item is deselected. Alternatively, click on the Close button at the top of the folder pane.

Most Email and Calendar components also contain a searchbar. You can use the searchbar to perform simple searches. For example, you can search an email folder such as Inbox for a message that contains a particular text string.

Accessing Email and Calendar Applications

To display one of the component applications in Email and Calendar, perform one of the following actions:

Using the Shortcuts Bar

By default, Email and Calendar contains shortcuts for the following component applications: Calendar, Contacts, Email, Summary, Tasks.

You can open shortcuts from the shortcuts bar in any of the following ways:

You can also customize the shortcuts bar. The following sections describe how to customize the shortcuts bar.

Working With Shortcuts Groups

You can create groups of shortcuts in the shortcuts bar. By default, the shortcuts bar contains one group which is represented by the Shortcuts button at the top of the shortcuts bar.

To open a group, click on the button that represents the group.

To Create a Shortcuts Group

Right-click on a vacant space on the shortcuts bar, then choose Add Group from the popup menu. A Create New Shortcut Group dialog is displayed. Type a name for the new group in the dialog, then click OK. A button that represents the group is added to the shortcuts bar.

To Rename a Shortcuts Group

Right-click on the button that represents the group, then choose Rename this Group from the popup menu. A Rename Shortcut Group dialog is displayed. Type a new name for the group in the dialog, then click OK. The text on the button in the shortcuts bar that represents the group is updated.

To Remove a Shortcuts Group

Right-click on the button that represents the group, then choose Remove this Group from the popup menu. A Remove Shortcut Group dialog is displayed. Click Delete to remove the shortcuts group.


Note –

You cannot remove the Shortcuts group.


To Change the Size of Icons in a Shortcuts Group

Right-click on the button that represents the group, then choose Small Icons or Large Icons from the popup menu.

Working With Shortcuts

You can add, rename, and remove shortcuts from your shortcuts groups. The following sections describe how to work with shortcuts.

To Add a Shortcut

To add a shortcut to a shortcuts group, perform the following steps:

  1. Open the shortcuts group to which you want to add the shortcut.

  2. In the folder pane, select the folder for which you want to add a shortcut, then choose File -> Folder -> Add to Shortcut Bar. The folder is added to the shortcuts group as a shortcut.

To Add Default Shortcuts

You can add the default shortcuts to a shortcuts group. To add the default shortcuts to a shortcuts group, perform the following steps:

  1. Open the shortcuts group to which you want to add the default shortcuts.

  2. Right-click on a vacant space on the shortcuts bar, then choose Create Default Shortcuts from the popup menu. The default shortcuts are added to the shortcuts group.

To Rename a Shortcut

Right-click on the shortcut, then choose Rename from the popup menu. A Rename Shortcut dialog is displayed. Type a new name for the shortcut in the dialog, then click OK. The text on the shortcut is updated.

To Remove a Shortcut

Right-click on the shortcut, then choose Remove from the popup menu.

Using Folders

In Email and Calendar, you store your information in folders. For example, the default location for your incoming messages is the Inbox folder.

You can use the following user interface components to work with your folders:

To Open a Folder

Choose File -> Go to Folder. Select the folder that you want to open from the Go to folder dialog, then click OK.

Alternatively, click on the folder in the folder pane.

To open the current folder in a new window, choose File -> Folder -> Open in New Window.

Alternatively, right-click on the folder in the folder pane, then choose Open in New Window from the popup menu.

To Create a New Folder

Perform the following steps:

  1. Choose File -> Folder -> New Folder. Alternatively, right-click in the folder pane, then choose New Folder from the popup menu. A Create New Folder dialog is displayed.

  2. Enter the details of the folder that you want to create in the Create New Folder dialog. The following table describes the elements on the Create New Folder dialog:

    Element 

    Description 

    Folder name

    Type a name for the folder in the text box. 

    Folder type

    Select the type of folder from the drop-down list. 

    Specify where to create the folder

    Use the tree to select the location where you want to create the new folder. 

  3. Click OK.

To Move a Folder

Perform the following steps:

  1. Open the folder that you want to move, then choose File -> Folder -> Move. Alternatively, right-click on the folder that you want to move in the folder pane, then choose Move from the popup menu. A Move Folder dialog is displayed.

  2. Use the tree in the Move Folder dialog to select the location where you want to move the folder.

    To create a new folder, click on the New button. A Create New Folder dialog is displayed. For more information, see To Create a New Folder.

  3. Click OK.

To Copy a Folder

Perform the following steps:

  1. Open the folder that you want to copy, then choose File -> Folder -> Copy. Alternatively, right-click on the folder that you want to copy in the folder pane, then choose Copy from the popup menu. A Copy Folder dialog is displayed.

  2. Use the tree in the Copy Folder dialog to select the location where you want to copy the folder.

    To create a new folder, click on the New button. A Create New Folder dialog is displayed. For more information, see To Create a New Folder.

  3. Click OK.

To Rename a Folder

Perform the following steps:

  1. Open the folder that you want to rename, then choose File -> Folder -> Rename. Alternatively, right-click on the folder that you want to rename in the folder pane, then choose Rename from the popup menu. A Rename Folder dialog is displayed.

  2. Type a new name for the folder in the dialog, then click OK.

To Delete a Folder

Open the folder that you want to delete, then choose File -> Folder -> Delete. Alternatively, right-click on the folder that you want to delete in the folder pane, then choose Delete from the popup menu. A confirmation dialog is displayed. Click Delete to delete the folder.

Performing Actions in Email and Calendar

In Email and Calendar, you can perform the same action in several ways. For example, you can delete a message from your Inbox in the following ways:

UI Component 

Action 

Menubar 

Choose Edit -> Delete.

Toolbar 

Click on the Delete toolbar button.

Popup menu 

Right-click on the message, then choose Delete from the popup menu.

Shortcut keys  

Press Ctrl + D.

This guide describes functionality from the menubar.

Sorting Items

You can sort items in Email and Calendar to arrange the items in the order that you prefer. You can sort messages, tasks, and contacts.

You can sort items by the fields that relate to the item. For example, you can sort tasks by their Summary field.

You can sort items in ascending or descending order. For example, you can sort your messages by date in descending order, so that the most recent messages are at the top of the message list.

You can sort items in Email and Calendar in any of the following ways:

Using Views

A view is a particular arrangement of the items in a folder. Views enable you to look at items in different ways.

Standard views are available from the View menu. To use a standard view, choose View -> Current View, then select the view that you require. For example, you can choose to view your calendar with one of the following views:

You can modify the current view, then save the current view. You can also create custom views for messages, tasks, and contacts. The following table shows the characteristics that you can modify for message, task, and contact views:

Characteristic 

Description 

Fields 

You can specify the fields that you want to display in the view. For example, an Inbox view might display only the From, Subject, Date, and Follow Up Flag fields.

Groups 

You can group the items in a view by particular fields. For example, an Inbox view might group messages by the Follow Up Flag field.

Sort order 

You can specify the order in which the items in the view are sorted. For example, an Inbox view might sort messages by the Date field, within the group.

To Format the Columns in a View

You can format the display of columns in the current view in the following ways:

For information about how to save the current view, see To Save a View.

To Customize a View

To customize the current view, except for calendar views, perform the following steps:

  1. Right-click on any column heading, then choose Customize Current View from the popup menu. A Customize Current View dialog is displayed.

  2. To specify the fields displayed in the view, click on the Fields Shown button. A Show Fields dialog is displayed.

    To add a field to the view, select the field in the Available Fields list box, then click Add. The field is moved to the Show these fields in order list box.

    To remove a field from the view, select the field in the Show these fields in order list box, then click Remove. The field is moved to the Available Fields list box.

    To change the position of a field in the view, select the field in the Show these fields in order list box. Click the Move Up button or Move Down button to change the position of the field. Repeat these steps until the field is in the required position.

    Click OK to close the Show Fields dialog.

  3. To specify how items are grouped in the view, click on the Group By button. A Group dialog is displayed.

    Select the first field by which you want to group items from the Group Items By drop-down list. Use the Ascending or Descending options to select the order in which you want to display the items in the group. To display the name of the field by which the items are grouped, select the Show field in View option.

    To group items by additional fields, use the Then By drop-down lists and the associated options.

    To clear all the settings in all the elements in the Group dialog, click on the Clear All button.

    Click OK to save your settings and close the Group dialog.


    Note –

    You cannot specify how to group items in Inbox views.


  4. To specify how the fields are sorted in the view, click on the Sort button. A Sort dialog is displayed.

    Select the first field by which you want to sort items from the Sort Items By drop-down list. Use the Ascending or Descending options to select the order in which you want to display the items in the view.

    To sort items by additional fields, use the Then By drop-down lists and the associated options.

    Click OK to close the Sort dialog.

  5. Click OK to close the Customize Current View dialog.

For information about how to save the current view, see To Save a View.

To Save a View

To save the current view, perform the following steps:

  1. Choose View -> Current View -> Save Custom View.

  2. To create a new view, select the Create New View Named option. Type a name for the new view in the text box under the Create New View Named option.

    Alternatively, to overwrite the current view, select the Replace Existing View option.

  3. Click OK.

To Create a Custom View

Perform the following steps:

  1. Choose View -> Current View -> Define Views. A Define Views for component dialog is displayed.

  2. To create a new view, click New.

  3. Type a name for the view in the Name of new view text box. Select a type of view from the Type of view list box. Click OK. A dialog is displayed that you can use to define the characteristics of the view.

  4. To specify the fields displayed in the view, click on the Fields Shown button. A Show Fields dialog is displayed. For information about how to specify the fields displayed in the view, see To Customize a View.

  5. To specify how the items are grouped in the view, click on the Group By button. A Group dialog is displayed. For information about how to specify how the items are grouped in the view, see To Customize a View.

  6. To specify how the fields are sorted in the view, click on the Sort button. A Sort dialog is displayed. For information about how to specify how the fields are sorted in the view, see To Customize a View.

  7. Click OK on the define views dialog to create the view.

    To revert to the default view settings, click on the Revert button.

  8. Click OK on the Define Views for Mail dialog to close the dialog.