Sun Java logo     Previous      Contents      Index      Next     

Sun logo
IS B2B, ECXpert 3.6.3 Support for WebMail 

Chapter 2
TradingXpert WebMail Client

This chapter provides an overview of the WebMail client. It does not instruct you on the makeup of TradingXpert documents. For information on TradingXpert documents, refer to the TradingXpert Administrator’s Guide. Your WebMail administrator should have created your WebMail email account and given you the URL to the WebMail interface. The WebMail administrator should also have set up trading relationships with specific document types that you can use to trade with your trading partners.

Read the following section, About WebMail, to learn what is covered in this chapter.

About WebMail

The TradingXpert WebMail client functions much like an email client. It displays email header information on TradingXpert documents within the ECXpert data store. WebMail uses Sun ONE Messaging Server’s pagination model to display header information for a pre-determined amount of data store documents at any one time.

WebMail uses TradingXpert Application Server servlets to:

When multiple WebMail clients connect to the TradingXpert Application Server and Messaging Server components, they allow better load-balancing than when using TradingXpert’s browser alone.

Unlike the WebMail client, TradingXpert browser retrieves all documents in the data store at once. WebMail displays only documents fetched by Messaging Server mail message headers. WebMail allows more users to connect to TradingXpert and exchange many more documents at any one time.

The WebMail Client documentation contains the following sections:

Table 2-1  TradingXpert WebMail client chapter sections 

Section

Description

Logging into WebMail

This section describes how to login to WebMail and shows the default WebMail client window.

About the WebMail Client Interface

This section describes the tabs available to you from the WebMail interface. It points you to the sections in this chapter where each tab and its associated tasks is discussed.

About WebMail Messages

This section describes the two types of messages WebMail can send: EDI and email. It then points you to the sections in this chapter that describe information relevant to each message type.

Managing Folders

This section describes how to:

  • create new personal folders
  • rename personal folders
  • delete personal folders

Personal folders allow you to save and order your documents and messages in meaningful places.

Working With Messages

This section describes how to:

  • get new messages
  • read messages
  • delete and undelete messages
  • expunge messages
  • sort and file messages
  • search for messages
  • collect external mail

Working With WebMail Documents and Templates

This section describes how to

  • create and send new EDI documents.
  • create document templates which you can then use for future document exchange with your trading partner.

Working With Addresses and Email

This section describes how to:

  • add email entries to your personal address book,
  • add and manage groups of email entries
  • send email to individuals and groups
  • search for email addresses in your personal address book.

Viewing and Managing Your Account Profile

This section describes how to view and change settings that are related to your WebMail mail account and the WebMail client.

Logging into WebMail

To login to the WebMail client, you will need to use your WebMail URL. Ask your system administrator if you do not know the WebMail URL.

You must also have a WebMail username/password combination that your system administrator should have set up for you.

    To login to the WebMail client
  1. Open a Web browser and enter the URL to the WebMail client.

    2. In a WebMail installation where the Messaging Server host is “myhost,” and the Messaging Server port is “myport,” this default WebMail URL is:
    http://myhost:myport

    By default the messaging server http demon is installed on port 80.

    The WebMail login screen appears, as shown in Figure 2-1.

    Figure 2-1  WebMail Login Screen

  2. Enter your WebMail username and password and click Login.

    3. If authentication is successful, the WebMail client should appear, as shown in Figure 2-2.

    The default view after login is the Inbox tab. From the Inbox tab you can view and manipulate received documents and messages. The name on the Inbox tab changes depending on the folder you are working in.

    Figure 2-2  The WebMail Inbox Tab

About the WebMail Client Interface

The WebMail client interface has a total of five tabs you can use to manage your messages and documents. Table 2-2 lists the WebMail tabs, and the kinds of tasks each of these tabs allow.

Table 2-2  WebMail client tabs and their descriptions 

WebMail Tab

Description

Folders Tab

Use this tab to view and work with folders, where messages are filed. For more information, see Managing Folders.

Inbox Tab

Use this tab to view and work with groups of received documents.The Inbox tab is the default view when you first launch WebMail.

The name of this tab changes whenever you change to different folder. For more information, see Working With WebMail Documents and Templates.

Message Tab

Use this tab to view and work with individual messages and EDI documents received from your trading partners, and to create new EDI documents from scratch or from defined templates to send to your trading partners. For more information, see:

Addresses Tab

Use this tab to enter the names and email addresses of the people to whom you send email messages. This tab also allows you to compose and send email to those persons in your address list. For more information, see Working With Addresses and Email.

Profile Tab

Use this tab to view information and options and to make choices about your account. For more information, see Viewing and Managing Your Account Profile.

About WebMail Messages

WebMail allows you to compose messages in one of two ways:

Managing Folders

When you log in to WebMail, the default folder view is your Inbox. Using the Folders tab, you can create and manage folders for your WebMail account. When you create personal WebMail folders, you are able to order and file received documents in more meaningful places.

Managing folders has the following sections:

The Default Folders Tab

You can sort and save received documents and messages in various folders. In a default WebMail installation there are four default folders, as described in.

Table 2-3  WebMail Default Folders 

Folder

Description

Inbox

All received messages that have not been moved to a folder are displayed in the Inbox.

Drafts

If the option is set, messages you have begun, but not completed, are saved to the Drafts folder.

For information about draft WebMail message options, see Viewing and Changing WebMail Mail Settings.

Sent

If the option is set, a copy of all outgoing messages is stored in the Sent folder.

For information about sent WebMail message options, see Viewing and Changing WebMail Mail Settings.

Trash

Move mail to be deleted to the Trash folder. The contents of the Trash folder are not actually deleted until you click Empty Trash.

For information about WebMail message deletion options, see Viewing and Changing WebMail Mail Settings.

Creating Personal WebMail Folders

You can create your own personal folders in addition to the default folders. It is a good practice to do this. You can store your messages in meaningful categories. All user-created folders are nested under Personal Folders.

Another benefit to filing messages to your personal folders is that it takes documents out of the Inbox folder and distributes them among your personal folders. Using personal folders, you can better navigate through the messages that WebMail stores.

For example, imagine receiving documents from eighty different warehouses. Each one of these warehouses sends three documents to you each week. Isn’t it easier to locate these documents when you have a distinct personal folder for each warehouse?

To take this example further, for each warehouse folder, you could then create nested folders that contain all documents received for each quarter in the current fiscal year.

    To create a new personal folder
  1. From the Folders tab, click the New icon.

    2. A dialog appears, prompting you to name your new folder.

  2. Give your folder a meaningful name and click OK.

    3. The new folder name in Figure 2-3 is Docs_from_Warehouse_X. This folder will hold all documents received from Warehouse X.

    Figure 2-3  Create New Folder dialog

    Figure 2-4 shows the Folders tab with a newly created Docs_from_Warehouse_X folder selected. You can move documents received from Warehouse X to this folder.

    Figure 2-4  A new Docs_from_Warehouse_X personal folder

Managing Your Personal Folders

After you create a personal folder, you can do the following with the folder:

Table 2-4  Tasks for managing your personal folders 

Task

Description and How to do it

Rename a folder

Click the radio button next to the personal folder you want to rename.

Click the Rename icon and supply a new name for the folder.

Delete a folder

Click the radio button next to the personal folder you want to delete.

Click the Delete icon and confirm deletion of the folder.

Make a folder active

Click the name of the personal folder you want to make active.

The tab for the active folder appears.

Create a nested folder

Click the radio button next to the personal folder you want to be the parent folder.

Click the New icon and provide a name for the new folder.

Figure 2-5 shows a personal folder, Docs_from_Warehouse_X, that contains four nested folders: q1_2004, q2_2004, q3_2004, and q4_2004.

Move a folder to another folder

Click the radio button next to the personal folder you want to move.

Select the destination folder from the Move selected folder drop-down list.

Figure 2-5  A personal folder containing nested personal folders

Working With Messages

Common Message Handling Tasks

Table 2-5 shows the types of tasks available to you when working with messages. Most tasks are explained in full in the table. Some tasks require further explanation.

Table 2-5  Common tasks for working with messages 

Task

Description

Getting New Messages

To receive new messages, click Get Documents at the top of the Inbox tab.

WebMail lists messages in the Inbox. Messages are displayed in a list that shows the date, sender, size, and subject of the message. Messages that are highlighted have not been read. The number of unread messages, displayed at the lower-left of the Inbox, changes to include new messages.

Reading Messages

Click on a message’s subject name to display and read a message from any folder.

When you finish reading the message, click the active folder tab to go back to the active folder.

Displaying Next and Previous Messages

Webmail allows you to move easily from one message to another:

From the Message tab icon bar select Next or Previous to look at messages as they are listed in the current folder.

Filing Messages

After reading a message, you can file it to another folder.

From the “Move message to Folder” drop-down list, choose the folder in which you want the message filed.

Sorting Messages

You can sort messages in any active folder by date, sender (the “from” field), size, subject, or read/unread status.

Note: By default, messages are sorted with the newest message at the bottom, and oldest message at the top.

To change message sort order, click Date, From, Size, or Subject.

  • Date sorts the messages by date, newest message first. Clicking Date again sorts the messages by date, oldest message first.
  • From sorts the messages alphabetically by sender. Clicking From again sorts the messages by sender in reverse alphabetical order.
  • Size sorts the messages by size, smallest to largest. Clicking Size again sorts the messages largest to smallest.
  • Subject sorts the messages alphabetically by subject. Clicking Subject again sorts the messages by subject in reverse
  • alphabetical order

To sort messages by read and unread status, click the icon next to Date.

Deleting messages

WebMail can delete messages in one of two ways:

  • Delete message
  • Expunge message

For more information, see Deleting Messages.

The way a message gets deleted depends on the WebMail mail settings. For more information about setting up Webmail for deleting messages, see Viewing and Changing WebMail Mail Settings.

Collecting External Mail

You can download email from an external pop mail server to WebMail, by clicking Collect External Mail.

For more information, see Collecting External Mail.

Searching for Messages

To search for messages, select search from any active folder and specify your search criteria.

You can search for a specific message using search criteria and keywords you enter.

For example, you can search for a message in a folder by:

  • subject
  • sender
  • recipient
  • body text
  • tracking ID
  • EDI document type (810, 850, 860, etc.)

Note: Searching for text in the body of messages does not return a result for EDI messages. The search function parses body text in email messages only.

Deleting Messages

Depending on the Delete Options you set, you can delete messages temporarily or permanently from the active folder. For more information about setting these options, refer to Viewing and Changing WebMail Mail Settings.

Caution

To be sure you do not permanently erase a message you merely meant to move to the Trash, check your Delete Settings before you delete messages. If Expunge is set, messages are permanently removed without saving a backup copy.

The following Delete options are available:

    To delete messages from the active folder (except the Trash folder)
  1. On the Inbox tab, select the message or messages you want to delete.
    • To select a single message, click its checkbox to insert a checkmark.
    • To deselect a message, click its checkbox to remove the checkmark.
    • To select all messages, click the Select All Messages checkbox (in the lower-left) to insert a checkmark.
    • To deselect all messages, click the Select All Messages checkmark to remove the checkmark.
  2. Click Delete.

    3. The message or messages are sent to the Trash Folder.

    To remove deleted messages from the Trash folder
  1. On the Folder tab, click the Trash Folder to see your deleted messages.
  2. Click Empty Trash to clear the entire contents of the trash folder. You can also select specific messages you want to delete:
    • To select a single message, click its checkbox to insert a checkmark.
    • To deselect a message, click its checkbox to remove the checkmark.
    • To select all messages, click the Select All Messages checkbox (in the lower-left corner) to insert a checkmark.
    • To deselect all messages, click the Select All Messages checkmark to remove the checkmark.
  3. Click Delete.

    4. The message or messages are deleted from the Trash Folder. A backup copy is not saved.

Undeleting Messages

You can undelete any message marked for deletion in the active folder.

    To undelete a message or messages
  1. On the Inbox tab, select the message or messages you want to undelete.
    • To select a single message, click its checkbox to insert a checkmark.
    • To deselect a message, click its checkbox to remove the checkmark.
    • To select all messages, click the Select All Messages checkbox (in the lower-left corner) to insert a checkmark.
    • To deselect all messages, click the Select All Messages checkmark to remove the checkmark.
  2. Click Undelete.

    3. Undeleted messages no longer have X marks next to them.

Expunging Messages

Use the Expunge icon to permanently erase messages.

Note

To see if WebMail is set up to expunge messages marked for deletion, check your Delete settings. For more information, see Viewing and Changing WebMail Mail Settings.

    To Expunge Messages
  1. From an active folder tab, select the message or messages you want to erase permanently.
    • To select a single message, click its checkbox to insert a checkmark
    • To deselect a message, click its checkbox to remove the checkmark
    • To select all messages, click the Select All Messages checkbox (in the lower-left corner) to insert a checkmark
    • To deselect all messages, click the Select All Messages checkmark to remove the checkmark
  2. Click Expunge.

    3. The messages are permanently deleted.

Collecting External Mail

WebMail lets you collect Post Office Protocol (POP) mail from another account when you are in the Folders tab or any personal folder. For example, if you have a POP userID on mailservername.com, you can collect your mail from your mailservername.com account and view it with WebMail.

Note

Note: It is strongly recommended that you not delete email from the POP server. WebMail does not provide options to reply to or forward received email messages.

    To collect POP messages from another server
  1. Click Collect External Mail, in the bottom right of the Inbox or Folder tabs.

    2. A POP collection window appears where you specify a messaging server and identify yourself. Table 2-6 describes the information you must provide to collect external mail.

    Table 2-6  External mail server information 

    Option

    Description

    POP Server

    Enter the name of the server from which you want to collect mail.

    POP User ID

    Enter the user ID of the mail account from which you want to collect mail.

    Password

    Enter the password for the mail account from which you want to collect mail.

    Delete messages from server

    If you want the mail you are collecting deleted from the server from which it is being collected, select this option.

    Note: It is strongly recommended that you not delete email from the POP server. WebMail does not provide options to reply to or forward received email messages.

    Save to Folder

    Choose a folder from the drop-down list where you want to copy the collected mail.

  2. Click Collect to collect your external email.

Working With WebMail Documents and Templates

Creating New EDI Documents

ECXpert trading partnerships allow you to send EDI documents to your trading partners.

    To create a new EDI WebMail document
  1. From the Message tab or any active folder tab, click New Document.

    2. The Create New Document window appears, as shown in Figure 2-6.

    Figure 2-6  Create new document window

  2. Select a Trading Relationship from the Create Document from Scratch drop-down list

    3. OR

    Select a Template from the Create Document from Template drop-down list.

  3. Fill in required text fields, attach files, and add line items to the document.

    4. Validated fields are marked with an * asterisk

  4. Click Submit Document when you are ready to send the document to your trading partner.

    5. A Submit Completed window appears if the submit action completes successfully.

Managing Templates

Templates allow you to quickly create new EDI documents that contain frequently used information.

For example, if you send out weekly purchase orders with shipping information and line items that never change, it is much easier to create a template with these values completed. When it is time to send out the weekly purchase order, you create a new purchase order document from the saved template and fill in the information unique to that week's purchase order.

The following tasks associated with managing templates are explained in this section:

Creating a New Template

You use the Manage Templates icon to create a new template with WebMail.

    To create a new template
  1. From the Message tab (or an active folder tab), click the Manage Templates icon.

    2. The Template Manager window appears as shown in Figure 2-7. If there are no templates present in the system, the Templates list appears empty. (In this case, you must create a new template.)

    Figure 2-7  Template Manager window

  2. Click Create New Template.

    3. The Create New Template window appears, as shown in Figure 2-8. If there are no templates present in the system, you must select a Trading Relationship on which to base your new template.

    Figure 2-8  Create New Template window

  3. Select a Trading Relationship from the Create Template from Scratch drop-down list

    4. or

    Select a template from the Create Template from Template drop-down list.

  4. Click the Create Template button that corresponds to the chosen template type.

    5. The template document window appears.

  5. Fill in the fields you want to preserve in your WebMail template and click Save As Template.

    6. The Save Template window appears.

  6. Enter a name for your new template in the Template Name field and click Save.

Editing an Existing Template

You can find that your needs can change for a template.

For example, one line item in a Purchase Order template named PO_for_Warehouse_Y is no longer manufactured by your supplier. This purchase order template contains 50 line items. You still want to submit Purchase Orders with the other 49 line items that are defined in your template. You can edit the template, taking out the line item you no longer need in the template.

    To edit an existing template
  1. From the Messages tab (or any folder tab), click the Manage Templates icon.

    2. The Template Manager Window appears, as shown in Figure 2-9.

    Figure 2-9  Template Manager window with existing template selected

  2. Select a template from the Templates list and click Edit.

    3. The template document window appears.

  3. Edit the fields you want to preserve in your template, and click Save As Template.

    4. For instance, In a Purchase Order template you can add and delete line items.

  4. Enter a new name for the template in the Template Name field and click Save.

Deleting or Renaming an Existing Template

    To delete an existing template
  1. From the Template Manager Window, select a template from the Templates list and click Delete.
    To rename an existing template
  1. From the Template Manager Window, select a template from the Templates list and click Rename.

    2. The Rename Template window appears, as shown in Figure 2-10.

    Figure 2-10  Rename Template window

  2. Enter a new, unique name in the Rename To field and click Rename Template

Working With Addresses and Email

WebMail allows you to compose email messages, add personal address book entries, manage groups in your personal address book, look up recipient addresses, and attach files to email messages from the Addresses tab.

This section covers the following procedures:

WebMail allows you to read incoming mail messages. You cannot reply to or forward received email messages from WebMail. If you decide to collect external mail using WebMail, you should make sure that the messages you download from an external pop server are not deleted from the server.

Note

Your personal address book does not manage WebMail users. Only a WebMail system administrator can manage WebMail users.

Creating a New Address Entry

Use the New Address icon to add an individual to your address book. An address book entry stores names, email addresses, phone numbers, home page links, and birthdays.

    To create an address entry for an individual
  1. From the Addresses tab, click New Entry.
  2. In the New Entry dialog box, type the information about the individual.

    3. The New Entry dialog box allows you to enter the recipient’s first name, last name, email, work, home, mobile, pager, and fax numbers.

  3. Click the More tab to enter the recipients address, city, state, zip code, country, home page, and birthday.
  4. Click the Notes tab to write notes about the recipient.

    5. For example, if the recipient is a member of a club in which you belong, you might enter the name of the club in the notes box.

  5. Click the Groups tab to get a list of mail groups.

    6. A list of address groups you have already created is displayed. To add the recipient to a group, click the box next to the group name to insert a checkmark.

  6. Click OK to confirm your new address entry, or Cancel to discard your new entry without adding it to your personal address book.

Creating a New Group

Use this option if you regularly send messages to a group of recipients.

    To create a new group
  1. From the address tab, click the New Group icon.
  2. Enter a name in the Group Name field.
  3. Select the individuals you want to include in the New Group from the panel labeled Other Entries, and add them to the panel labeled Group Includes.
  4. Click the Notes tab to make notes about the group you are creating.
  5. Click OK to confirm your new address group, or Cancel to discard your new group without adding it to your personal address book.

Composing Email Messages With WebMail

You use the Addresses tab to compose and send email with WebMail.

    To compose an email message
  1. From the Address tab, click ComposeEmail.

    2. The Create Recipient List screen appears, as shown in Figure 2-11.

    Figure 2-11  Create Recipient List

  2. Add To Cc and Bcc recipients from the Other Entries column to the Recipients column on the left. If your intended recipient is not in the list, click Compose Message.

    3. The Compose message screen appears.

  3. In the Add recipient field, enter any other email recipient addresses, then choose from the following:
    • To: Use this field to address a message to recipients. You can have as many “To” recipients as necessary.
    • Cc: Use this field to send a copy to a recipient. You can have as many “Cc” recipients as necessary.
    • Bcc: Use this field to send a blind copy to a recipient. You can have as many “Bcc” recipients as necessary.

      • You can search for addresses in your personal address book by selecting Address.

      Note: To add several recipients in a single “add recipient” field, you can enter each recipient's name followed by a comma. For example: kristi, taylor, carolyn, daphne.

  4. Enter a subject in the Subject line as a description of your message.
  5. Enter your message in the text box.
  6. Select a priority from the Priority drop-down list.
  7. From the Request receipt drop-down list, select the option you want.
  8. Click Attach to send an attachment with your message
  9. Click Save Draft to save a draft of your message in the Drafts folder for future editing or click Send to send your message.

    10. Figure 2-12 shows a message that is ready to be sent to txhost@mymailhost.com.

    Figure 2-12  WebMail email Compose Message screen

Searching for Email Addresses

You can use the Address Lookup feature to help you find a recipient's address.

For example, if you already know a recipient's first name is something like Taylor, but you are not sure of the spelling, you can specify the following search criteria: “First name sounds like Taylor”

If you know the recipient's phone number is 555-1212, you can specify the following search criteria: “Phone number is 555-1212”

    To search for an email address
  1. From the Addresses tab click Search,

    2. or,

    From the Compose Message window click Address.

  2. From the Search Addresses drop-down list, determine which address collection you want to search.

    3. The default is your personal address book.

  3. From the “Full name” drop-down list, select the type of name search to conduct.
  4. From the “Contains” drop-down list, select the type of search you want to perform.
  5. Enter the name of the person, phone number, or email address you are looking for in the blank field (next to the Contains drop-down list) and click Search.

    6. If there’s a match, the name or group appears.

  6. Click the appropriate address type (to, Cc, Bcc) and click Compose Message.

Viewing and Managing Your Account Profile

The Profiles tab allows you to view and, in some cases, change WebMail settings to suit your needs.

This section covers the following procedures:

Table 2-7 shows the type of information you can view using the Profile tab.

Table 2-7  WebMail settings available from the Profile tab 

Category

Description

Account Summary

The account summary displays the following information about your WebMail account:

  • Email Addresses: lists accounts that are set up to receive mail.
  • Name: lists the name as it appears in outgoing messages
  • Quota: lists your mailbox disk quota, and your current disk consumption.

The information in your account summary is for viewing only. If you want to modify any of this information, you should contact your system administrator.

Personal Information

Allows you to specify the following

  • default language used by the WebMail client
  • your Reply-to address (if different than the sending address)
  • signature text
  • your contact information

Note: WebMail supports the English language only.

TradingXpert Profile

Allows you to change the following information for the TradingXpert user:

  • contact information
  • TradingXpert password
  • preferences for deleting received messages.

Note: The TradingXpert password must match the WebMail password. If you change this password, change the WebMail password in the Password link to match this one.

Password

Allows you to change your WebMail password.

Note: The WebMail password must match the TradingXpert password. If you change this password, change the TradingXpert password in the TradingXpert Profile link to match this one.

Settings

Allows you to specify the following behaviors for the WebMail client:

  • WebMail mail deletion preferences
  • where to place a copy of your sent messages
  • where to store message drafts
  • whether to quote original mail when replying to it
  • where to forward copies of new messages

Appearance

Allows you to specify display characteristics of the WebMail client:

  • the color scheme used by WebMail
  • the options displayed in the toolbar
  • the amount of messages displayed at once and their order
  • the display font used by WebMail

Vacation Message

Allows you to set up an auto-reply message sent in response to received mails. Useful for notifying people when you are out of the office and unable to reply to mail.

Viewing Account Summary Settings

    To view account summary settings
  1. From the Profile tab, click Account Summary.

    2. The Account Summary screen appears as shown in Figure 2-13.

    Figure 2-13  WebMail Account Summary screen

    Table 2-8 describes the Account Summary information displayed for your Messaging Server account.

    Table 2-8  WebMail Messaging Server Account Information 

    Setting

    Description

    Email

    Lists accounts that are set up to receive mail.

    Name

    Lists the name as it appears in outgoing messages

    Quota

    Lists your mailbox disk quota, and your current disk consumption.

    The information in the Account Summary screen is for viewing only. If you want to modify any of this information, contact your system administrator.

Viewing and Changing Personal Information

Use the Personal Information form to change your personal account information.

    To view and change Personal Information settings
  1. From the Profiles tab, click the Personal Information link.

    2. The Personal Information screen appears as shown in Figure 2-14.

  2. Change Personal Information and click Save Changes.

    3. Table 2-9 describes the settings you can change from the Personal Information screen.

    Figure 2-14  WebMail Personal Information screen

    Table 2-9  WebMail Personal Information Settings 

    Setting

    Description

    Preferred Language

    The default language used by the WebMail clien.t

    Note: WebMail supports the English language only.

    Reply-to Address

    The reply-to-address, if different from the sending address.

    To change your “reply to” address, complete this field. For example, if you are johndoe@example.com, but want replies sent to jdoe@example.com, enter jdoe@example.com in this field.

    Signature

    A signature to be added to the end of an email message.

    To customize the signature that will be included at the bottom of each message you write, click the checkbox next to “Include this text in each message you compose” to insert a checkmark. Enter your preferred sign-off in the field.

    vCard

    An address book entry, or vCard, stores your name, postal address, email address, phone number, and other information. You can create a personal vCard for yourself that you can attach to your outgoing email messages.

    To create a vCard, click the checkbox next to “Attach vCard to message” to insert a checkmark.

    Enter information in the fields.

Viewing and Changing your TradingXpert Profile

Use the TradingXpert Profile form to change settings associated with your TradingXpert account.

    To view and change your TradingXpert Profile settings
  1. From the Profiles tab, click the TradingXpert Profile link.

    2. The TradingXpert Profile screen appears as shown in Figure 2-15.

  2. Change the TradingXpert Profile settings and click Modify.

    3. Table 2-10 describes the settings you can change from the TradingXpert Profile screen.

    Figure 2-15  WebMail TradingXpert Profile screen

    Table 2-10  WebMail TradingXpert Profile settings 

    Setting

    Description

    Contact Information

    Fill in the fields you want to change for your TradingXpert user information.

    The following settings are available:

    • Company name
    • Contact name
    • Address 1
    • Address 2
    • City
    • State
    • Zip code
    • Country
    • Phone
    • Fax
    • Email.

    Change Password

    To change your TradingXpert Profile password:

    1. Enter your new password in the New Password field.

    2. Confirm the new password by re-entering it in the Confirm Password field.

    Note: If you change the TradingXpert Profile Password, you must also change the WebMail Password as described in Changing Your WebMail Password. Both passwords must match. Authentication into WebMail includes a check against the WebMail database user password and the WebMail LDAP directory user password.

    Preferences

    The preferences field determines message deletion preferences.

    If you do not want messages to delete automatically, place a 0 in the Days before deleting messages field.

    Note: The Enable Email Notification field is a deprecated option.

Changing Your WebMail Password

Use the Password screen to change the WebMail user password.

    To change your WebMail password
  1. From the Profile tab, click the Password link.

    2. The Password screen appears as shown in Figure 2-16.

  2. Enter your old WebMail password.

    3. Enter your new WebMail password and then confirm it by entering the password again.

  3. Click Change Password to change the WebMail password.

    4. Note

    If you change the WebMail Password, you must also change the TradingXpert Profile password as described in Viewing and Changing your TradingXpert Profile.

    Both passwords must match. Authentication into WebMail includes a check against the WebMail database user password and the WebMail LDAP directory user password.

    Figure 2-16  WebMail Password screen

Viewing and Changing WebMail Mail Settings

Use the Settings screen the change how WebMail handles mail.

    To view and change WebMail mail Settings
  1. From the Profile tab, click the Settings link.

    2. The WebMail Settings screen appears, as shown in Figure 2-17.

  2. Change WebMail settings for handling mail, and click Save Changes.

    3. Table 2-11 describes the settings that are available to you for handling mail.

    Figure 2-17  WebMail Mail Settings screen

    Table 2-11  WebMail Settings for handling mail 

    Setting

    Description

    Deleting Mail

    You have two delete options. You can choose “Move deleted message to”, which requires you to select a folder from the drop-down list, or you can choose “Mark messages for deletion”.

    • Move deleted message to To move deleted messages to the Trash folder, click the radio button next to “Move delete message to Trash”. Setting this option ensures that when messages are erased, a back up copy is saved in the trash. This option requires you to maintain your Trash folder, which means you should periodically delete your Trash for maximum server performance.
    • Mark messages for deletion Messages are still active, but marked with an X. When you click Expunge, the messages that are marked for deletion are permanently removed without saving a backup copy.

    Sent Messages

    Allows you to select, from a list of existing folders, where to place sent messages.

    Sent is the default folder.

    Message Drafts

    Allows you to select, from a list of existing folders, where to place draft messages.

    Drafts is the default folder.

    Reply Quoting

    Check this box to automatically quote the original message when replying to the message.

    Mail Forwarding

    Specify email addresses where you want to forward copies of your outgoing mail.

    Note: enter one email address per line.

Viewing and Changing WebMail Appearance Settings

Use the Appearance screen to view and change WebMail display characteristics.

    To view and change WebMail Appearance settings
  1. From the Profile tab, click the Appearance link.

    2. The WebMail Appearance screen appears, as shown in Figure 2-18.

  2. Make changes to the Appearance settings and click Save Changes when finished.

    3. Table 2-12 describes the settings available to you from the WebMail Appearance screen.

    Figure 2-18  WebMail Appearance screen

    Table 2-12  WebMail Appearance settings 

    Setting

    Description

    Color Scheme

    Allows you to set the colors displayed in WebMail’s tabs and background.

    Click the radio button next to the color scheme you prefer.

    Toolbar

    Allows you to set how you view the WebMail toolbars.

    The following options are available:

    • Show icons and text
    • Show icons only
    • Show text only

    Message List View

    Specify the amount of messages to display on the screen at any one time.

    Use the Show drop-down list to set the number of messages shown per page.

    Use the Sort messages drop-down list to set the sorting order of messages on each page. Your options are: Oldest First and Oldest Last

    Display Font

    Sets Font Face, Size, and Spacing characteristics for fonts displayed by WebMail.

Viewing and Setting the Vacation Message

Use the Vacation Message screen to set automatic reply text when you receive messages while on vacation.

    To view and set the WebMail Vacation Message
  1. From the Profile tab, click the Vacation Message link.

    2. The Vacation Message screen appears, as shown in Figure 2-19.

  2. Enter the automatic reply vacation message you want sent when you receive mail while on vacation.
  3. Check the box to enable automatic reply, and click Save Changes.

    4. When you arrive back from vacation, uncheck the automatic reply box to disable automatic reply.

    Figure 2-19  WebMail Vacation Message screen



Previous      Contents      Index      Next     

Copyright 2004 Sun Microsystems, Inc. All rights reserved.