Oracle® Communications Convergence

Online Help

Release 3.0.1

E73472-01

July 2016

Oracle Communications Convergence Online Help, Release 3.0.1

E73472-01

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Contents

About Convergence Help

- Documentation Accessibility

1 Getting Started with Convergence

- Conventions

- Changing Your Password

- Securing Your Account

- Setting Global Options

- Global Options - General Page

- Global Options - Date & Time Page

- Global Options - Sounds Alerts Page

2 Email

- Receiving Email

- About Selecting or Opening Email

- Message Page

- Receiving Attachments

- Downloading Attachments

- Searching for Attachments

- Attachments Page

- Sending Email

- Composing an Email

- Replying to an Email

- Forwarding an Email

- Finishing a Draft

- Attaching Files to Email

- Checking the Spelling of Email

- Requesting a Delivery Receipt or Read Receipt

- Compose Page

- Working With Folders

- Creating Folders

- Renaming Folders

- Deleting Folders

- Moving Folders

- Moving and Copying Email into Folders

- Sharing Folders and Unsharing Folders

- Subscribing to Shared Folders and Unsubscribing from Shared Folders

- Folder Page

- Managing Email

- Sorting Email

- Searching for Email

- Performing a Quick Search for Email

- Performing an Advanced Search for Email

- Advanced Search Page

- Providing Your Calendar Event Participation Status by Email

- Filtering Incoming Email

- Printing Email

- Deleting Email

- Managing Your Email Quota

- Automatically Forwarding Email

- Managing Your Email Account

- Setting Up a Vacation Message

- Creating an Email Signature

- Setting Up Your Account Identity

- Setting Email Options

- Mail Options - General Page

- Mail Options - Layout Page

- Mail Options - Forwarding Page

- Mail Options - Mail Filters Page

- Filter Page

- Mail Options - Vacation Message Page

- Mail Options - Local Account Page

3 Calendars

- Working With Calendars

- Creating Calendars

- Editing Calendar Properties

- Deleting Calendars

- Sharing Calendars and Unsharing Calendars

- Subscribing to and Unsubscribing from a Shared Calendar

- Printing Calendars

- Performing a Quick Print

- Performing an Advanced Print

- Importing Events and Tasks from Other Calendars

- Exporting Events and Tasks from Your Calendars

- Setting Privacy Options

- Calendar Page

- Searching Your Calendars

- Performing a Quick Search for Events

- Performing a Quick Search for Tasks

- Performing a Quick Search for Invitations

- Performing an Advanced Search for Events and Tasks

- Advanced Search Page

- Organizing Events

- Creating an Event

- Editing an Event

- Making an Event Recurring

- Inviting Attendees

- Reserving Resources

- Viewing Attendee Participation Status

- Deleting an Event

- Duplicating an Event

- New Event Page

- Attending Events

- Viewing Event Details

- Providing Your Participation Status

- Viewing Your Invitations

- View Event Page

- Setting Up a Personal Reminder

- Working with Tasks

- Creating Tasks

- Viewing Lists of Tasks and Editing Task Details

- Making a Task Recurring

- Deleting Tasks

- Duplicating Tasks

- Task Page

- Setting Calendar Options

- Setting your Work Week

- Calendar Options - General Page

- Calendar Options - Events Page

- Calendar Options - Notifications Page

4 Address Books

- About Address Books

- Searching for Contacts

- Printing Contact Information

- Importing Contact Information

- Exporting Contact Information

- Creating Personal Address Books

- Creating Contacts

- Contact Page

- Editing Contact Information

- Copying Contacts

- Deleting Contacts

- Grouping Contacts

- Creating Contact Groups

- New Group Page

- Modifying Contact Groups

- Group Page

- Address Book Page

5 Instant Messaging

- Working with the Buddy List

- Managing Buddies

- Adding Buddies

- Renaming Buddies

- Deleting Buddies

- Sorting Buddies

- Managing Buddy Groups

- Grouping Buddies

- Modifying Buddy Groups

- Deleting Groups

- Buddy List Section

- Chatting with Buddies

- About Receiving Chat Messages

- Managing Your Profile

- Changing Your Status

- Uploading a Profile Image

- Setting Instant Messaging Options

- Instant Messaging Options - General Page

About Convergence Help

This Help provides procedures for using the email, calendar, address book, and instant messaging services in Oracle Communications Convergence.

Documentation Accessibility

For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc.

Access to Oracle Support

Oracle customers that have purchased support have access to electronic support through My Oracle Support. For information, visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=info or visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs if you are hearing impaired.

1 Getting Started with Convergence

Convergence is a web-based communications client that provides email, calendar, address book, and instant messaging services. You access Convergence from a web browser, either on a computer or on a tablet.

Using Convergence, you can:

- Send and receive email, organize your email into folders, and send and receive attachments.

- Organize and attend events, create and manage tasks, and manage and share calendars.

- Search for contacts in all your address books, create personal address books, create personal contacts, and create groups for your personal contacts. From your address books, you can compose an email, organize an event, and start a chat session.

- Chat with your friends and colleagues and see when they are online and available.

When getting started with Convergence, see the following topics:

- Conventions

- Changing Your Password

- Securing Your Account

- Setting Global Options

Conventions

Because you can access Convergence on computers and tablets, this Help uses the following conventions:

- When there are multiple ways to do something, this Help documents a single method that works on both platforms.

- The word select is used to mean click on a computer and to mean tap on tablets.

For example, it is not possible to right-click UI elements on tablets. Therefore the topics contained in this Help do not document steps that employ right-click context menus. This means that you might discover ways of accomplishing tasks not described in this documentation.

In some cases, differences between the user experience on computers and on tablets are explained for your information.

Changing Your Password

To change your password:

1. On the sidebar, select Options.

2. In the Options section, expand Global and select Change Password.
You are redirected to a password management page.

3. Follow the instructions on the page to change your password.

Securing Your Account

You secure your account by adding a secondary email address. If you are locked out from your account, you use your secondary email address to reset your password.

If you do not have a secondary email address set for your account, or if you have not confirmed your secondary email address, a banner message appears each time you log in to Convergence.

To add a secondary email address to your account:

1. Do one of the following:

- From the banner message, select the Add or Change link.

- From the sidebar, select Options, and in the Options section, expand Mail, then expand Identities, and then select Local Account.

The Mail Options - Local Account Page appears.

2. In the Secondary Email field, enter your secondary email address.

3. Select Save Preferences.

Setting Global Options

To access the global options, on the sidebar, select Options, and in the Options section, expand Global.

For information about setting global options, see the following topics:

- Global Options - General Page

- Global Options - Date & Time Page

- Global Options - Sounds Alerts Page

Global Options - General Page

Use the General page to set general options for your account.

Element

Description

Language

Select the language for the Convergence UI.

Service

Select the service that appears by default when you log in to Convergence.

Global Options - Date & Time Page

Use the Global Options Date & Time page to set date and time options for your account.

Element

Description

Time Zone

Select the default time zone for your account.

Date Format

Displays the date format you have set.

Order

Select the order in which the day, month, and year appear in dates in your account.

Delimiter

Select the delimiter that separates the day, month, and year.

Time Format

Select the 12-hour or 24-hour time format.

Global Options - Sounds Alerts Page

Use the Global Options Sound Alerts page to enable sound alerts for certain services.

Element

Description

Enable Sound Alerts for New Mail

Select to get a sound alert when you receive an email.

Enable Sound Alerts for New IM Message

Select to get a sound alert when you receive an instant message.

2 Email

The Oracle Communications Convergence email service enables you to send and receive email, organize your email into folders, and send and receive attachments.

Access the email service by selecting Messages from the sidebar.

When working with the email service, see the following topics:

- Receiving Email

- Receiving Attachments

- Sending Email

- Working With Folders

- Managing Email

- Managing Your Email Account

- Setting Email Options

Receiving Email

Convergence automatically checks for email at regular intervals, but you can check for email at any time. By default, new email appears in your Inbox folder.

To check for email, select the Get Mail icon on any of your email folder pages.

Convergence supports read receipts. If an email sender requests a read receipt, Convergence provides you the opportunity to confirm having received the email.

When receiving email, see the following topics:

- About Selecting or Opening Email

- Message Page

About Selecting or Opening Email

On computers, opening an email means that you double-click it, and selecting an email means that you click it once.

On tablets, opening an email means that you tap the subject of the email, and selecting an email means that you place a check mark in the check box for the email.

On the Folder Page, when you select an email, it becomes highlighted. When you open an email, the email appears on the Message Page.

Message Page

Use the Message page to view and perform actions on your email.

The name of the page assumes the subject of the email.

Element

Description

Reply

Select Reply to reply to the sender of the email. Select the down arrow beside the Reply icon and select Reply All to reply to everyone on the email.

Forward

Select Forward to forward the email as an attachment to an email. Select the down arrow beside the Forward icon and select Inline to forward the email as text in an email.

Move

Select Move to move the email to another email folder. Select the down arrow beside the Move icon and select Copy to copy the email to another email folder.

Print

Select to print the email.

Delete

Select to delete the email from its folder and move the email to the Trash folder.

Cancel

Select to close the Message page.

Email header

Displays information about the email. Select the sender or a recipient to display the following actions and information:

- Add To Address Book: Add the contact to a personal address book.

- Compose Mail To: Compose an email to send to this contact.

- Invite To A New Event: Create an event with this contact as an invitee.

- The sender or recipient's availability

Related Topics

Receiving Email

Managing Email

Sending Email

Receiving Attachments

The Attachments folder displays all attachments in all of your email folders. The Attachments folder enables you to view and search for attachments.

You can preview TXT, GIF, and JPG files in Convergence. If your browser is installed with a PDF plug-in, you can also preview PDF files in Convergence. You can download files that you cannot view and open them with another application.

To preview an attachment, select the attachment and then select Open or View.

When working with attachments you receive, see the following topics:

- Downloading Attachments

- Searching for Attachments

- Attachments Page

Downloading Attachments

To download an attachment, do one of the following:

- From the Folder Page, do the following:

1. Select the email that has the attachment.

2. Select the attachment and then select Save.

- From the Attachments Page, do the following:

1. Select the attachment.

2. Select the Save icon.

The file is downloaded according to how your browser and device are configured.

Related Topics

Searching for Attachments

Searching for Attachments

You search for attachments from the Attachments folder.

To search for an attachment:

1. In the Messages section, select Attachments.
The Attachments Page appears.

2. Do any of the following:

- Search based on file name, file content, or both:

1. In the Quick filter field in the top-right corner, select the Search options icon and specify your search criteria.

2. In the Quick filter field, enter the search text.
Attachments are filtered as you enter text that matches the search criteria.

- Search based on other criteria, such as sender, date, file type, or folder:

1. Select the More filters button and select a filter type.

2. Select one or more search criteria and specify their filter values.
See "Attachments Page" for a description of the filter fields.

3. Select the Apply button.
The attachments matching the filtering criteria are displayed.

Filters are listed beneath the Quick filter field. You can edit or remove any of your filters.

Related Topics

Receiving Attachments

Attachments Page

Use the Attachments page to search for, preview, and manage your attachments.

Element

Description

Open

Select to preview the attachment in Convergence.

Save

Select to download the attachment.

View Message

Select to view the email associated with this attachment.

Send

Select to send the attachment as an attachment in an email.

Refresh

Select to refresh the Attachments folder.

Thumbnail view, Filmstrip view, Fullscreen view

Choose between the different views of the Attachments folder.

Quick filter

Enter text to search for attachments that match the text.

Search options

Select this icon (the magnifying glass) in the Quick filter field and select the search criteria.

- Name: The file name of the attachment

- Name & Content: The file name or the content of the attachment

More Filters

Select to search for an attachment using filters. You can create one of each of the following filters:

- Sender: Filter by sender

- Date: Filter by a date range

- Type: Filter by the type of file

- Folder: Filter by the folder in which the email is stored

Related Topics

Receiving Attachments

Sending Email

You send email by composing email, replying to email, and by forwarding email.

By default, when you send an email, a copy is saved to your Sent folder.

When sending email, see the following topics:

- Composing an Email

- Replying to an Email

- Forwarding an Email

- Finishing a Draft

- Attaching Files to Email

- Checking the Spelling of Email

- Requesting a Delivery Receipt or Read Receipt

- Compose Page

Composing an Email

To compose an email:

1. Do one of the following:

- From the toolbar at the top of the sidebar, select the New Mail icon.

- From the Folder Page toolbar, select the Write icon.

The Compose Page appears.

2. In the To and Cc fields, enter the recipients of the email.
A recipient can be an individual or a group.

3. In the Subject field, specify a subject for your email.
The name of the page changes to the subject you entered.

4. Compose your email in the message area.

5. Do one of the following:

- To send the email, select the Send icon.

- To save the email as a draft that you can finish later, select the Save icon.
The email is saved to your Drafts folder.

Related Topics

Sending Email

Finishing a Draft

Replying to an Email

To reply to an email:

1. From the Folder Page, open the email to which you want to reply.

2. From the Message Page toolbar, do one of the following:

- To reply to the sender only, select the Reply icon.

- To reply to the sender and all recipients, select the down arrow next to the Reply icon and select Reply All.

The Compose Page appears.

3. (Optional) In the To and Cc fields, add additional recipients.

4. Compose your email and select the Send icon.

Related Topics

Sending Email

Providing Your Calendar Event Participation Status by Email

Folder Page

Forwarding an Email

To forward an email:

1. From the Folder Page, open the email you want to forward.

2. From the Message Page toolbar, do one of the following:

- To forward the email as an attachment to an email, select the Forward icon.

- To forward the email text in an email, select the down arrow next to the Forward icon and select Inline.

The Compose Page appears.

3. In the To and Cc fields, specify the recipients of the forwarded email.

4. Compose your email and select the Send icon.

Related Topics

Sending Email

Finishing a Draft

To finish a draft:

1. In the Messages section, select Drafts.
The Drafts page appears.

2. Open the email you want to finish.
The email appears on the Compose Page.

3. Finish composing your email and select the Send icon.

Related Topics

Sending Email

Attaching Files to Email

To attach files to an email, do one of the following:

- From your computer, drag one or more files onto the Compose Page.

- From the Compose page toolbar, select the Attach icon.
Use the dialog box that appears to find and select one or more files.

Related Topics

Sending Email

Checking the Spelling of Email

To check the spelling of email you are composing:

1. From the Compose Page toolbar, do one of the following:

- Select the Spell Check icon.

- To check the spelling in another language, select the down arrow beside the Spell Check icon and select the language.

The Check Spelling dialog box appears.

2. Use the dialog box to check the spelling of your email.
See "Compose Page" for information about the Check Spelling dialog box.

Related Topics

Sending Email

Requesting a Delivery Receipt or Read Receipt

You can compose an email that requests a delivery receipt, a read receipt, or both. A delivery receipt is a confirmation that the email was successfully delivered. A read receipt is a confirmation from the recipients that they have opened the email.

Not all email systems support these receipts. If the recipient's email system does not support receipts, the recipient does not see the request and you do not receive a receipt. Also, recipients are usually allowed to disregard requests. If a recipient chooses to disregard the request, you do not receive a receipt.

To request a delivery or read receipt for an email you are composing:

1. From the Compose Page toolbar, select the Options icon.
Additional options appear beneath the toolbar.

2. From the Receipt list, select the kind of receipt you want.

Related Topics

Sending Email

Compose Page

Use the Compose page to compose and send email.

The name of the page assumes the subject of the email you are composing.

Element

Description

Send

Select to send the email.

Attach

Select to attach a file to the email.

Save

Select to save a draft of the email to the Drafts folder. This closes the page.

Bcc button

Select to add a blank carbon copy (BCC) field to the Compose page. Recipients that you add in this field are hidden from all other recipients. You are the only person who knows the email is going to these recipients.

Spell Check

Select to check the spelling of your email. This opens the Check Spelling dialog box, which has the following elements:

- Misspelled word: Displays the misspelled word.

- Replace with: Displays the most likely correct word. You can use this word, select a different word by selecting a word from the Suggestions list, or enter a different word in this field.

- Suggestions: A list of other possible correct words.

- Replace: Replaces the misspelled word with the word in the Replace with field.

- Replace All: Replaces all instances of the misspelled word in the email with the word in the Replace with field.

- Ignore: Ignores the misspelled word and continues spell checking.

- Ignore All: Ignores all instances of the misspelled word in the email and continues spell checking.

- Send: Sends the email.

- Cancel: This closes the Check Spelling dialog box without sending the email.

Options

Select to show or hide additional options.
From the Priority list, select one of the following:

- Priority: Select the priority of the email.

- Receipt: Select the type of receipt you want to receive.
A read receipt notifies you when the email is opened by the recipient. A delivery receipt notifies you when the email is successfully delivered to the recipient.

- Rich Text: Select to enable or disable rich-text formatting (RTF) for your email. When RTF is enabled, formatting icons are displayed that you can use to format your email text.

Cancel

Select to close the Compose page without saving the email.

To, Cc, and Bcc

Enter the primary (To), secondary (Cc), and hidden (Bcc) recipients of the email. Select the Add from Address Book icon beside each field to search your address books for contacts.

Subject

Enter the email subject.

Message area

Enter your email text in the message area. If text formatting icons are not visible above the message area and you want to format your text, select the Options icon, and then select the Rich Text check box.

Related Topics

Sending Email

Composing an Email

Working With Folders

When working with folders, see the following topics:

- Creating Folders

- Renaming Folders

- Deleting Folders

- Moving Folders

- Moving and Copying Email into Folders

- Sharing Folders and Unsharing Folders

- Subscribing to Shared Folders and Unsubscribing from Shared Folders

- Folder Page

Creating Folders

You can create personal folders at the same level as your Inbox. You can also create personal subfolders inside the Trash, Sent, and Drafts folders and inside personal folders.

To create a personal email folder:

1. From the toolbar in the Messages section, select the Create or Subscribe to a Folder icon (the folder icon), and then select New Folder.
The Create Mail Folder dialog box appears.

2. Enter a name for the folder.

3. Specify the location of the folder:

- To create the folder inside an existing folder, select the existing folder.

- To create the folder at the same level as the Inbox folder, select your email account at the top of the list.

4. Select OK.
The folder is added to the Messages section.

Related Topics

Moving and Copying Email into Folders

Sharing Folders and Unsharing Folders

Folder Page

Renaming Folders

You can rename personal email folders. The Inbox, Drafts, Sent, Trash, and Spam folders are system folders that cannot be renamed.

To rename a folder:

1. In the Messages section, select the personal email folder.

2. From the toolbar in the Messages section, select the Rename Folder icon (the pencil icon).
The Rename Folder dialog box appears.

3. Enter the name and select OK.

Related Topics

Working With Folders

Deleting Folders

You can delete personal email folders. The Inbox, Drafts, Sent, Trash, and Spam folders are system folders that cannot be deleted.

To delete a folder:

1. In the Messages section, select the personal email folder.

2. From the toolbar in the Messages section, select the Delete icon.
The Delete Folder dialog box appears asking you to confirm the deletion of the folder.

3. Select OK.
The deleted folder (and the email it contains) is moved to the Trash folder.

4. (Optional) To permanently delete a folder, delete it from the Trash folder.
You cannot restore a folder that you have deleted from your Trash folder.

You can undelete a folder by moving it out of your Trash folder. See "Moving Folders" for more information.

Tip:
On tablets, it is not possible to move folders. To undelete a folder on tablets, first create a folder, then move all the email from the deleted folder into the created folder. See "Moving and Copying Email into Folders" for more information.

Related Topics

Working With Folders

Moving Folders

You can move personal email folders into other folders.

Note:
On tablets, it is not possible to move folders.

To move a folder:

1. In the Messages section, right-click the folder and select Move Folder.
The Move Folder dialog box appears.

2. Do one of the following:

- To move the folder into another folder, select the destination folder.

- To move the folder out of another folder and place it at the same level as the Inbox folder, select your email account at the top of the list.

3. Select OK.

Moving and Copying Email into Folders

To move or copy email from one email folder to another:

1. From the Folder Page, select one or more email.

2. From the Folder page toolbar, do one of the following:

- To move the email, select the Move icon.

- To copy the email, select the down arrow next to the Move icon, and then select Copy to folder.

A dialog box appears.

3. Do one of the following:

- To move or copy the email into an existing folder, select the folder and then select OK.

- To move or copy the email into a new folder, select the New Folder button, then specify a location and a name for the folder, then select the new folder, and then select OK.

Tip:
If your device supports drag-and-drop, you can move email by dragging it from the Folder page into a folder in the Messages section.

Sharing Folders and Unsharing Folders

Sharing folders makes it possible for other users to subscribe to them. You can grant one of the following permissions to users from your corporate address book:

- None: The selected user cannot subscribe to this folder.

- Read: The selected user can subscribe to the folder and can read the email it contains.

- Read + Write: The selected user can subscribe to the folder, can read the email it contains, can delete email from and move email into the folder.

To share and unshare an email folder:

1. In the Messages section, select the folder.

2. From the toolbar in the Messages section, select the Folder Properties and Sharing icon (the cogwheel icon), and then select Share Folder.
The Share Folder dialog box appears.

3. Specify who to share the folder with and what users who subscribe to the folder can do:

- To allow subscribers to move or copy email into the folder, select Allow Direct Delivery To This Folder.

- To share the folder with anyone who subscribes, select an access permission level for the anyone user.

- To share the folder with all users from your own email domain, select an access permission level for the anyone@domain user, where domain is the domain part of your email address.

- To share the folder with only specific subscribers, select the address book icon and select the contact to share the folder with. Select the Add icon to add another email field and share the folder with another contact.

4. Select Save.
Users to whom you have given permission can now subscribe to the folder.

5. (Optional) To stop sharing a folder with a specific user, from the Share Folder dialog box, set the Access Permissions list to None for that user.

6. (Optional) To completely stop sharing a folder, from the Share Folder dialog box, set the Access Permissions list to None for all users.

Related Topics

Subscribing to Shared Folders and Unsubscribing from Shared Folders

Folder Page

Subscribing to Shared Folders and Unsubscribing from Shared Folders

You can subscribe to email folders that have been shared with you.

To subscribe to and unsubscribe from an email folder:

1. From the toolbar in the Messages section, select the Create or Subscribe to a Folder icon (the folder icon), and then select Subscribe to Folder.
The Subscribe to Shared Folder dialog box appears. This dialog box displays all the folders to which you have been given permission to subscribe.

2. Select the folders to which you want to subscribe. You can search for a folder by folder name or owner name from the search field in the top-right corner.

3. Select the Subscribe button.
Folders to which you subscribe are added to the Messages section under the Subscribed folder.

4. (Optional) To view your permissions for the shared folder, select the Folder Properties and Sharing icon (the cogwheel icon), and then select Folder Properties.
The Folder Properties dialog box appears, which displays your permissions.

5. (Optional) To unsubscribe from a shared email folder, in the Messages section, select the folder, then select the Folder Properties and Sharing icon, and then select Unsubscribe.
The Unsubscribe Folder dialog box appears, asking you to confirm that you want to unsubscribe from the folder.

Related Topics

Sharing Folders and Unsharing Folders

Folder Page

Folder Page

Use the Folder page to view email and perform actions on the email in your folders.

The name of the page assumes the name of the folder you selected.

Element

Description

Get Mail

Select to check for email.

Write

Select to compose an email.

Reply

Select Reply to reply to the sender of the email. Select the down arrow beside the Reply icon and select Reply All to reply to everyone on the email.

Forward

Select Forward to forward the email as an attachment to an email. Select the down arrow beside the Forward icon and select Inline to forward the email text in an email.

Move

Select Move to move the email to another folder. Select the down arrow beside the Move icon and select Copy to copy the email to another folder.

Print

Select to print the email.

Delete

Select to delete the email from its folder and move the email to the Trash folder.

Expunge

Select to permanently delete the email.
This icon is available after you set the email option to mark email as deleted on the Mail Options - General Page.

Search field

Enter text to search for email in the current folder. The search field is in the top-right corner of the toolbar.

Search options

Select the magnifying glass icon in the search field and select the search attribute for the search.

- All attributes (default): Searches by all the other attributes in the list

- Subject: Searches by the email subject

- Sender: Searches by the email sender

- To or Cc: Searches by the email recipients in the To or CC fields of the email

- Subject or Sender: Searches by the email subject or the email sender

- Body: Searches by the text in the body of the email

- Advanced Search: Opens the Advanced Search page

Reading pane

Displays the content of the selected email.
There is no reading pane when you access Convergence on tablets.

The following table describes the columns of the email list table. You can sort email in the table by selecting a column heading.

Element

Description

Select all messages

Select the top check box to select all the email in the folder.

Read Status

Identifies which email are unread. Unread email has an orange star in this column.

Attachments

Identifies which email have attachments. Email with an attachment has a paperclip in this column.

Subject

Displays the subject of the email.

From

Displays the sender of the email.

Date

Displays the date you received the email.

Size

Displays the size of the email.

Priority

Identifies the priority of the email. High priority email has a red exclamation mark in this column. Low priority email has a blue down-pointing arrow in this column.

Flagged

Identifies which email you have flagged. Flagged email has a red flag in this column.

Related Topics

Receiving Email

Sending Email

Working With Folders

Managing Email

Managing Email

When managing your email, see the following topics:

- Sorting Email

- Searching for Email

- Providing Your Calendar Event Participation Status by Email

- Filtering Incoming Email

- Printing Email

- Deleting Email

- Managing Your Email Quota

- Automatically Forwarding Email

Sorting Email

By default, the email in your email folders are sorted by date and time with the most recent message at the top.

To sort your email:

1. Open an email folder.
The Folder Page appears.

2. Select a column title or icon to sort by that column.
For example, to sort the email in your folder by sender, select From.

Searching for Email

You can perform a quick search or an advanced search. You can search only in a single email folder.

When searching for email, see the following topics:

- Performing a Quick Search for Email

- Performing an Advanced Search for Email

Performing a Quick Search for Email

To perform a quick search:

1. In the Messages section, select the email folder that you want to search.
The Folder Page appears.

2. (Optional) In the search field in the top-right corner of the toolbar, select the Search options icon and select the attribute by which to search.

3. In the search field, enter the text for which you want to search.
Email in the folder is filtered to display only the email that matches the search text you enter.

Performing an Advanced Search for Email

To perform an advanced search:

1. In the Messages section, select any email folder.
The Folder Page appears.

2. In the search field in the top-right corner of the toolbar, select the Search options icon and select Advanced Search.
The Advanced Search Page appears.

3. Select the Select button and select a folder in which to search.

4. Create one or more search criteria:

1. Select the search operators.

- Match all of the following: Select to return results that match all of the search criteria.

- Match any of the following: Select to return results that match any of the search criteria.

2. Specify the search criteria:

- From the first list, select the attribute by which to search.

- From the second list, select a constraint.

- In the next field, enter or select the search value.

- To add another search criteria, select the Add icon.

See "Advanced Search Page" for a description of all the advanced search fields.

3. (Optional) To add another search criteria, select the Add icon.

5. Select Search.
The search results appear on a new page.

Advanced Search Page

Use the email Advanced Search page to search for email using a wider variety of search criteria.

Element

Description

In

Displays the folder to search.

Select

Select to choose a different folder to search.

Match all of the following

Select to return search results that match all the search criteria.

Match any of the following

Select to return search results that match at least one search criteria.

Search attribute

From the first list, select a search attributes.

- From: Search by sender

- Subject: Search by subject

- To: Search by recipient in the To field of the email

- Cc: Search by recipient in the Cc field of the email

- To or CC: Search by recipient in the To or Cc field of the email

- Date: Search by date

- Body: Search by the content of the email

- Message Size: Search by the size of the email

- Age in Days: Search by the age of the email

- Status: Search by the status of the email

Search constraint

From the second list, choose a search constraint.
Some constraints are only available for specific attributes.

Search value

In the third field, enter the value for which to search.

Add

Select to add another search criteria.

Remove

Select to remove the search criteria.

Search

Select to run the search on the selected folder.

Cancel

Select to close the Advanced Search page.

Related Topics

Performing an Advanced Search for Email

Providing Your Calendar Event Participation Status by Email

When you are invited to attend a calendar event, the invitation email contains buttons you can use to indicate whether you will attend.

Note:
Your service provider might not support responding to calendar events by email.

To provide your participation status:

1. From the Folder Page, open the email that contains the invitation.

2. In the message body, select the button under "Can you attend?" that indicates your answer.
Your answer is saved to the event. You can change your response at any time.

Related Topics

Attending Events

Providing Your Participation Status

Filtering Incoming Email

You can create filters that tell Convergence what to do with email that you receive. For example, you can create a filter that automatically moves email with specific words in the subject to a specific folder.

Your filters can apply to email as they arrive or to email in your email folders.

You can have multiple filters. The filters are run in the order you specify.

To create an email filter:

1. From the sidebar, select Options.

2. In the Options section, expand Mail and then expand Local Account, and then select Mail Filters.
The Mail Options - Mail Filters Page appears.

3. Select the New Filter button.
The Filter Page appears.

4. In the Filter Name field, enter a name for the filter.

5. In the For Incoming Messages Which section, specify the filter criteria:

- Select the filter operator:

- Match all of the following: The email must match all the filter criteria.

- Match any of the following: The email must match at least one of the filter criteria.

- Match all incoming messages: The filtering criteria are processed on incoming email only. The email must match all the filter criteria.

- Specify the filter criteria:

- From the first list, select the attribute by which to filter.

- From the second list, select a constraint.

- In the next field, enter or select a filter value.

- To add another filter, select the Add icon. To remove a filter, select the Remove icon.

6. In the Perform the Following Actions section, specify what to do with the email that match the filter criteria.

1. Select the action to take.

2. If you chose to move or copy the email, select the destination email folder. If you chose to forward the email, enter the recipient email address.

3. To add another action, select the Add icon. To remove an action, select the Remove icon.

4. (Optional) To exclude certain email from being filtered, select any of the following options:

- Do not include messages received before: Excludes filtering email in your folders that you received before the date you indicate. If you do not enable this option, Convergence runs the filter on all email when you save it.

- Do not include messages received after: Stops running the filter after the date you indicate.

- Stop after processing this filter: Stops Convergence from running other filters if this filter is run.

7. Select Save Filter.
You are returned to the Mail Filters page. The new filter is listed in the Mail Filters list.

8. (Optional) Adjust the order of your filters. The order matters.
For example, if you have a filter that automatically forwards email and another that deletes email, it is possible for an incoming email to satisfy the criteria for both filters. In this case, you may want the forwarding filter to run before the deleting filter.

9. (Optional) To edit a filter, select the filter from the Mail Filters list and select the Edit Filter button.
The Filter page appears. Modify the filter settings.

10. (Optional) To delete a filter, select the filter from the Mail Filters list and select the Delete Filter button.

Printing Email

To print an email:

1. From the Folder Page, select the email.

2. From the Folder page toolbar, select the Print icon.

3. Follow the instructions for your browser to print the selected email.

Tip:
You can save your email to a PDF file by printing it using a postscript print driver.

Deleting Email

To delete an email:

1. From the Folder Page, select the email.

2. From the Folder page toolbar, select the Delete icon.
The email is moved to your Trash folder.

To permanently delete an email, delete it from the Trash folder.

You can undelete email by moving it out of your Trash folder and into another email folder. See "Moving and Copying Email into Folders" for more information.

You cannot restore email that you have deleted from your Trash folder.

Related Topics

Mail Options - General Page

Managing Your Email Quota

Your email quota is the amount of email storage you are allocated by your service provider. When you reach your email quota, you can no longer receive email.

Your overall email quota appears at the top of the Messages section. Also, you can view the quota for individual email folders.

To view your quota for an email folder:

1. In the Messages section, select an email folder.

2. From the toolbar for the Messages section, select the Folder Properties and Sharing icon (the cogwheel icon) and select Folder Properties.
The Folder Properties dialog box appears. This dialog box displays your total quota usage and the portion of quota occupied by the selected folder.

3. (Optional) To reduce your quota usage, do any of the following:

- Delete messages from your Trash, Spam, or Sent folders.

- Save important email by printing them to PDF files, and then delete the email. See "Printing Email" for more information.

- Delete old email from your personal email folders.

- Ask your service provider to increase your quota.

Automatically Forwarding Email

You can set up Convergence to automatically forward all your email to a specific email address.

To automatically forward your email:

1. From the sidebar, select Options.

2. In the Options section, expand Mail, and then expand Local Account, and then select Forwarding.
The Mail Options - Forwarding Page appears.

3. Select Enable Automatic Forwarding.

4. Enter the email address of the account to which to forward the email.

5. (Optional) To keep a copy of the message, select Keep a Copy of the Message.

6. Select Save Preferences.

Managing Your Email Account

When managing your email account, see the following topics:

- Setting Up a Vacation Message

- Creating an Email Signature

- Setting Up Your Account Identity

Setting Up a Vacation Message

Use a vacation message (sometimes called an out-of-office message) to let email senders know that you are away. A vacation message usually contains information about how long you are away and who to contact in your absence. When you turn on your vacation message, Convergence automatically responds to incoming email with the vacation message you prepared.

To set up a vacation message:

1. From the sidebar, select Options.

2. In the Options section, expand Mail, and then expand Local Account, and then select Vacation Message.
The Mail Options - Vacation Message Page appears.

3. Select the Enable auto-reply option.
Convergence automatically responds to incoming email for as long as this option is enabled.

4. Specify the duration of your absence.

5. Specify how often Convergence responds to the same sender while you are away.

6. Compose your vacation message.
You can compose different messages for personal contacts and for contacts from your corporate address book.

7. Select Save Preferences.

Creating an Email Signature

You can create a signature that is automatically added to the email you compose.

To create an email signature:

1. From the sidebar, select Options.

2. In the Options section, expand Mail and then expand Identities, and then select Local Account.
The Mail Options - Local Account Page appears.

3. In the Signature section, compose your signature.
Use the formatting icons to format your signature.

Tip:
If you create your signature by copying content from another program or from the Internet, paste the content as plain text and reformat it using the formatting icons. If you do not, you might be pasting unintended formatting.

4. Select the Add the signature to every message you compose check box.

5. (Optional) To have your signature inserted before quoted text in email you forward or reply to, select the Insert the signature before the quoted text. By default, your signature is inserted at the bottom of the email you compose.

6. Select Save Preferences.

Setting Up Your Account Identity

To set up your account identity:

1. From the sidebar, select Options.

2. In the Options section, expand Mail and then expand Identities, and then select Local Account.
The Mail Options - Local Account Page appears.

3. In the vCard section, enter as much information as you want. The various fields and options are labeled to identify the type of information you are meant to provide.

4. (Optional) To attach a vCard to the email you compose, select Add the vCard to every message you compose.

Setting Email Options

To access the email options, on the sidebar, select Options, and in the Options section, expand Mail.

For information about setting email options, see the following topics:

- Mail Options - General Page

- Mail Options - Layout Page

- Mail Options - Forwarding Page

- Mail Options - Mail Filters Page

- Mail Options - Vacation Message Page

- Mail Options - Local Account Page

Mail Options - General Page

Use the General page to set general options for the email service.

Element

Description

Place a copy in

Select to save a copy of the email you send. Select the Select button and specify the folder in which to save the copies.

Deleting Mail Messages

Choose options for deleting email.

- Move messages to: Moves deleted email to the folder you specify. Select the Select button to specify a folder.

- Mark messages as deleted: Leaves the email in its folder but marks the email with a delete icon.

- Empty the trash folder on logout: Permanently deletes all the email from your Trash folder each time you log out of Convergence.

Save message drafts in

Select the Select button to choose a folder in which to save drafts.

Composing Email

Choose options for composing email:

- Include the original message in reply: Includes the original email text in your reply to an email.

- Always spell check before sending a message: Automatically checks the spelling of your email when you send an email.

- Compose messages using rich text: Uses rich text formatting for emails you compose. Displays formatting icons above the message area of the Compose page.

- Bcc these email addresses: Includes the specified email addresses as hidden recipients on all email that you compose. Separate email addresses with a comma.

Automatically save outgoing email addresses

Select to have Convergence remember email addresses that are not in your Personal or Corporate address books. Convergence uses these addresses to automatically complete the email addresses that you begin to typing. See "Address Books" for more information.

Related Topics

Finishing a Draft

Composing an Email

Checking the Spelling of Email

Compose Page

Mail Options - Layout Page

Use the Layout page to set the layout of your email folder pages.

Element

Description

Messages sorted by

Select the default order in which emails appear in your email folders.

Column order

Set the order of the columns in the email list on the Folder page. Use the Move Up and Move Down buttons to change the order.

Do not show message reading pane

Select to hide the reading pane on the Folder page.
There is no reading pane on tablets.

Related Topics

Folder Page

Mail Options - Forwarding Page

Use the Forwarding page to set up automatic email forwarding.

Element

Description

Enable automatic forwarding

Select to automatically forward all incoming email.
In the Forward to field, enter the email addresses to which all email is forwarded.

Keep a copy of the message

Select to keep a copy of forwarded email.

Related Topics

Automatically Forwarding Email

Mail Options - Mail Filters Page

Use the Mail Filters page to manage your email filters.

Element

Description

Mail Filters

Displays all your mail filters and identifies whether they are enabled. The order in which the filters appear is the order in which they are run. You can disable a filter by deselecting it in the Enabled column.

New Filter

Select to create a filter. Opens the Filter page.

Edit Filter

Select to edit the selected filter. This opens the filter in the Filter page.

Delete Filter

Select to delete the selected filter.

Move Up

Select after selecting a filter in the Mail Filters list to move the filter up in the list, which changes the order that the filters are run.

Move Down

Select after selecting a filter in the Mail Filters list to move the filter down in the list, which changes the order that the filters are run.

Related Topics

Filtering Incoming Email

Filter Page

Filter Page

Use the Filter page to create and modify your email filters.

The name of the page assumes the name of the filter.

Element

Description

Filter Name

Enter a name for the filter.

Filter matching options

Select the filter operator:

- Match all of the following: The email must match all the filter criteria.

- Match any of the following: The email must match at least one of the filter criteria.

- Match all incoming messages: The filtering criteria are processed on incoming email only. The email must match all the filter criteria.

Filter attribute

In the first list, select the attribute by which to filter:

- To: Filter by recipient in the To field

- Cc: Filter by recipient in the Cc field

- To or Cc: Filter by recipient in the To or Cc fields

- Subject: Filter by subject

- From: Filter by sender

- Message Size: Filter by the size of the email

- Body: Filter by the content of the email

- Attachment Name: Filter by the file name of an attachment

- Attachment Type: Filter by the file type of an attachment.

- Priority: Filter by the status of the email

- Date: Filter by date

Filter constraint

In the second list, select a filter constraints.
Some constraints are only available for specific attributes.

Filter value

In the third field, enter the filter value.

Action to take

Select the action to take on email that meets the filter criteria:

- Move message to: Moves email to a specific folder. Select the Select button to choose the folder.

- Copy message to: Copies email to a specific folder. Select the Select button to choose the folder.

- Forward message to: Forwards email to a specific email address. Specify an email address.

- Discard the message: Moves email to the Trash folder.

Add icon

Select to add filter attributes, constraints, or actions.

Remove icon

Select to remove filter attributes, constraints, or actions.

Do Not Include Messages Received Before

Select to exclude filtering email in folders that were received before a specific date. Enter the date.

Do Not Include Messages Received After

Select to stop running the filter after the date you indicate. Enter the date.

Stop After Processing This Filter

Select to stop running other filters if this filter is run.

Related Topics

Filtering Incoming Email

Mail Options - Mail Filters Page

Mail Options - Vacation Message Page

Use the Vacation Message page to set up a vacation message (sometimes called an out-of-office message) that is automatically sent in reply to all incoming email while you are away.

Element

Description

Enable auto-reply

Select to enable your vacation message, which is sent in reply to all incoming email for as long as this option is enabled.

Vacation Duration

Enter your vacation duration in the Start Date and End Date fields.

Hours between replies

Specify how often Convergence responds to the same sender while you are away. By default, senders receive an auto-reply message each time they send you an email.

Auto-reply Message

Compose up to two vacation messages.
In the Subject field, enter the subject of the message.

In the Message to Co-Workers field, enter the message for contacts who appear in your corporate address book.

In the Message to Other Senders field, enter the message for contacts who do not appear in your corporate address book.

Related Topics

Setting Up a Vacation Message

Mail Options - Local Account Page

Use the Local Account page to set the identity and other options for your email account.

Element

Description

Display Name

Displays the name associated with the email address for this account.

Email Address

Displays the email address for this account.

Secondary Email

Enter a secondary email address. The secondary email address is used to reset your password.

Reply-to Address

Enter an alternative reply email address for this account. When others reply to your email, they reply to the alternative email address.

Signature

Enter an email signature for this account.

Add the signature to every message you compose

Select to automatically insert the signature at the end of the email you compose.

Insert the signature before the quoted text

Select to insert the signature above the quoted text an email you are forwarding or to which you are replying. By default, the signature is inserted at the end of the email.

vCard

Enter your vCard settings. All the vCard fields are labeled to identify the type of information you are meant to enter.
Select Add the vCard to every message you compose to send your vCard as an attachment when you send email.

Related Topics

Securing Your Account

Creating an Email Signature

Setting Up Your Account Identity

3 Calendars

The Oracle Communications Convergence calendar service enables you to organize and attend events, create and manage tasks, and manage and share calendars.

Access the calendar service by selecting Calendar from the sidebar.

When working with the calendar service, see the following topics:

- Working With Calendars

- Searching Your Calendars

- Organizing Events

- Attending Events

- Setting Up a Personal Reminder

- Working with Tasks

- Setting Calendar Options

Working With Calendars

You can create and manage one or more calendars. On your calendars, you schedule and manage meetings, appointments, and tasks. Meetings and appointments are called events. You can make events private or you can invite other attendees.

When managing your calendars, see the following topics:

- Creating Calendars

- Editing Calendar Properties

- Deleting Calendars

- Sharing Calendars and Unsharing Calendars

- Subscribing to and Unsubscribing from a Shared Calendar

- Printing Calendars

- Importing Events and Tasks from Other Calendars

- Exporting Events and Tasks from Your Calendars

- Setting Privacy Options

- Calendar Page

Creating Calendars

Your account comes with a default calendar. You can create additional calendars. For example, you can create a calendar that tracks holidays and vacations, and create another calendar that tracks social events.

To create and manage a calendar:

1. From the toolbar in the Calendar section, select the Create or Subscribe to Calendar icon (the calendar icon) and select Create Calendar.
The Create Calendar dialog box appears.

2. In the Calendar Name field, enter a unique name for your calendar.

3. (Optional) In the Description field, enter a description.

4. To enable events on the calendar to affect your free and busy time, select Include in Free/Busy Lookup.

5. From the Timezone list, select the default time zone for the calendar.

6. From the Color list, select a color for the events and tasks that you add to this calendar.

7. Select OK.
The calendar is added to the Calendar section.

Related Topics

Calendar Page

Editing Calendar Properties

You can edit the following calendar properties: the calendar name, description, time zone, free and busy availability, and color.

To edit calendar properties:

1. In the Calendar section, select a calendar.

2. From the toolbar in the Calendar section, select the Calendar Properties icon (the cogwheel icon), and then select Calendar Properties.
The Calendar Properties dialog box appears.

3. Do any of the following:

- To rename the calendar, enter a name in the Calendar Name field.

- To enter or change the description, enter a description in the Description field.

- To set whether events scheduled on this calendar affect your availability, select or deselect Include in Free/Busy Lookup.

- To change the calendar time zone, select a time zone from the Timezone list.

- To change the color of your calendar, select a color from the Color list.

- Copy the calendar URL

4. Select OK.

Related Topics

Calendar Page

Deleting Calendars

You can delete any calendar except the default calendar for your account.

To delete a calendar:

1. In the Calendar section, select the calendar to delete.

2. From the toolbar in the Calendar section, select the Delete or Unsubscribe Calendar icon and confirm the deletion.

Sharing Calendars and Unsharing Calendars

Sharing calendars makes it possible for other users to subscribe to them. You can grant one of the following permissions to users from your corporate address book:

- None: the selected user cannot subscribe to this calendar.

- Read: the selected user can subscribe to your calendar and see event details.

- Read + Write: the selected user can subscribe to your calendar and can see event details and create events on the calendar.

- Owner: the selected user can subscribe to your calendar, has Read + Write permission, and can modify calendar properties.

To share and unshare a calendar:

1. In the Calendar section, select a calendar.

2. From the toolbar in the Calendar section, select the Calendar Properties icon (the cogwheel icon), and then select Share Calendar.
The Share Calendar dialog box appears.

3. Select the Share Calendar check box.

4. Specify who to share the calendar with and what users who subscribe to the calendar can do:

- To share the calendar with anyone who subscribes, select an access permission level for the anyone user.

- To share the calendar with only specific subscribers, select the address book icon and select the contact to share the folder with. Select the Add icon to add another email field and share the folder with another contact.

5. Select Save.
The users to whom you gave permission can now subscribe to the calendar.

6. (Optional) To stop sharing a calendar with a specific user, from the Share Calendar dialog box, set the Access Permissions list to None for that user.

7. (Optional) To completely stop sharing a calendar, from the Share Calendar dialog box, deselect the Share Calendar check box.

Related Topics

Subscribing to and Unsubscribing from a Shared Calendar

Calendar Page

Subscribing to and Unsubscribing from a Shared Calendar

You can subscribe to any calendar that has been shared with you.

To subscribe to and unsubscribe from a calendar:

1. From the toolbar in the Calendar section, select the Create or Subscribe to a Calendar icon (the calendar icon), and then select Subscribe to Calendar.
The Subscribe page appears.

2. In the Find field, enter the email address of a contact to whose calendar you would like to subscribe.
The shared calendars belonging to that user are listed.

3. Select the calendars to which you want to subscribe and select the Subscribe button.
Calendars to which you have subscribed are added to the Calendar section under the Subscribed folder. Convergence creates the Subscribed folder automatically when you subscribe to a folder for the first time.

4. (Optional) To unsubscribe from a shared calendar, in the Calendar section, select the calendar, and then select the Delete or Unsubscribe Calendar button.
The Remove Subscribed Calendar dialog box appears asking you to confirm that you want to unsubscribe from the calendar. Select OK.

Related Topics

Sharing Calendars and Unsharing Calendars

Calendar Page

Printing Calendars

You can perform a quick print or an advanced print of your calendar. When printing calendars, see the following topics:

- Performing a Quick Print

- Performing an Advanced Print

Performing a Quick Print

Printing a calendar means that you print a list of its events and tasks. You can print multiple calendars at a time.

To perform a quick print of your calendar:

1. In the Calendar section, place a check mark beside each calendar whose events you want to print.

2. From the Calendar Page toolbar, select the view you want to print: Calendar or Agenda.

3. Select the icon for the time period you want to print. For example, to print your calendar for the month, select the Month icon.

4. From the Calendar page toolbar, select the Print icon.
The print function for your browser appears.

5. Follow the instructions for your browser to print the calendar.

Performing an Advanced Print

Printing a calendar means that you print a list of its events and tasks. You can print multiple calendars at a time.

To perform an advanced print of your calendar:

1. In the Calendar section, place a check mark beside each calendar whose events and tasks you want to print

2. From the Calendar Page toolbar, select the down arrow beside the Print icon and select Advanced Print.
The Print Calendar dialog box appears.

3. From the View list, select the view you want to print.

4. In the Starts list and Ends list, set the date range that you want to print.

5. For the Daily and Weekly view, use the From field and To field to specify the time period to print.

6. From the Calendars list, deselect any calendars whose events and tasks you do not want to print.

7. Select OK.
The print function for your browser appears.

8. Follow the instructions for your browser to print the calendar.

Importing Events and Tasks from Other Calendars

You can export events and tasks from another calendar service or application and import them into Convergence to quickly populate your Convergence calendars.

Note:
On tablets, you cannot import tasks or events.

When you export events and tasks, the service or application generates an export file. This is the file that you import into Convergence. You can import events and tasks that have been exported as ICS files into Convergence.

This section assumes you have already exported events and tasks from another service or application.

To import events and tasks:

1. From the toolbar in the Calendar section, select the Import/Export icon (the book icon with a small device on top) and select Import.
The Import Events and Tasks dialog box appears.

2. Select Browse and navigate to and select the ICS file to import.

3. From the Calendar list, select the calendar into which to import the events and tasks.

4. Select OK.

Related Topics

Working With Calendars

Exporting Events and Tasks from Your Calendars

Exporting Events and Tasks from Your Calendars

You can export events and tasks from your calendars to an export file, which you can then import into a calendar service or application to quickly populate your calendar.

Note:
On tablets, you cannot export tasks or events.

You can export events and tasks as an ICS file.

To export tasks and events:

1. From the Calendar toolbar, select the Import/Export icon (the book icon with a small device on top) and select Export.
The Export Events and Tasks dialog box appears.

2. From the Calendar list, select the calendar whose tasks and events you want to export.

3. Use the Start and End fields to specify the period for which to export tasks and events.

4. Select OK.
Convergence creates and ICS file, which your browser downloads.

Related Topics

Working With Calendars

Importing Events and Tasks from Other Calendars

Setting Privacy Options

To set privacy options for your calendar service:

1. In the Calendar section, select a calendar.

2. From the toolbar in the Calendar section, select the Calendar Properties icon (the cogwheel), and then select Privacy Settings.
The Privacy Settings dialog box appears.

3. (Optional) To specify privacy settings for another user's calendar that you haven been given permission to manage, select the address book icon next to the Settings For field and select the user from your address book.

4. Specify the privacy options:

- User: Set options for the default user anyone. The options you set on the anyone user apply to all users in your corporate address book. Select the Add from Address Book icon to add a specific user.

- Access Permissions: Select the level of permissions to your calendar you grant to others.

- None: The selected users cannot check your availability or invite you to events.

- Check Availability: The selected users can check your availability.

- Invite: The selected users can check your availability and invite you to events.

- Manage: The selected users can manage your calendars and modify your privacy settings.

- Add and Remove: Select the Add icon to add a row. Select the Remove icon to remove a row.

5. Select Save.

Calendar Page

Use the Calendar page to view events and tasks for selected calendars.

The name of the page assumes the name of the calendar view.

Element

Description

New Event

Select to create an event.

New Task

Select to create a task.

Print

Select to print the current view. Select the down arrows beside the Print icon and select Advanced Print to perform an advanced print. Advanced printing enables you to select the view, duration, and the calendars.

Refresh

Select to refresh the list of events or tasks in the current view.

Search field

Enter text to search for events or tasks in the current view.

Search options

Select the magnifying glass icon in the search field and select the search attribute for the search.

- All attributes (default): Searches by all the other attributes in this list

- Title: Searches by the title of the event or task

- Location: Searches by the event location

- Description/Notes: Searches by the description for the event

- Attendees: Searches by the email subject or the email sender

- Organizer: Searches by the text in the body of the email

- Type: Searches by the type

- Advanced Search: Opens the Advanced Search page

Calendar button

Select to display your calendar events in a calendar grid.

Agenda button

Select to display your calendar events in chronological order for the specified period of time. For time, select one of the following icons:

Invitations button

Select to display your invitations for upcoming events in the order they occur.
To filter your invitations, select one of the following Show options:

- All: Shows all invitations

- Open: Shows invitations to which you have not responded

- Accepted: Shows invitations that you have accepted

- Declined: Shows invitations that you have declined

- Maybe: Shows invitations to which you have answered maybe

- Sent: Shows invitations that you have sent

Tasks button

Select to display your list of tasks. To filter the list, select one of the following icons:

- Pending Tasks: Displays all incomplete tasks

- Upcoming: Displays tasks with a due date in the future

- Past Due: Displays tasks with a due date in the past

- Completed: Displays tasks you have completed

- All Tasks: Displays all tasks

To sort your tasks, select one of the Sort by options:

- Due Date: Sort tasks in chronological order according to their due date

- Priority: Sort tasks by their assigned priority

- Status: Sort tasks by their percentage complete

View period

Select one of these calendar icons in the top-right corner to change the period for the view you are using:

- Day: Displays events one day at a time

- Week: Displays events for a week at a time

- Next 7: Displays events for the next seven days

- Month: Displays events for a month at a time

Related Topics

Working With Calendars

Organizing Events

Attending Events

Working with Tasks

Searching Your Calendars

Searching Your Calendars

When searching your calendars for events or tasks, see the following topics:

- Performing a Quick Search for Events

- Performing a Quick Search for Tasks

- Performing a Quick Search for Invitations

- Performing an Advanced Search for Events and Tasks

Performing a Quick Search for Events

To perform a quick search for events:

1. From the Calendar Page, select the Calendar or Agenda button.

2. Specify the time period for your view. For example, to view events for the month, select the Month icon.

3. (Optional) From the search field in the top-right corner of the toolbar, select the Search options icon and select the attribute by which you want to search.

4. In the search field, enter the text for which you want to search.
Events in your view are filtered as you enter text that matches events.

Related Topics

Organizing Events

Attending Events

Performing a Quick Search for Tasks

To perform a quick search for tasks:

1. From the Calendar Page, select the Tasks view.

2. (Optional) From the search field in the top-right corner of the toolbar, select the Search options icon, and then select the attribute by which you want to search.

3. In the search field, enter the text for which to search.
Tasks in your view are filtered as you enter text that matches the search criteria.

Related Topics

Working with Tasks

Performing a Quick Search for Invitations

To perform a quick search for invitations:

1. From the Calendar Page toolbar, select the Invitations view.

2. Specify the time period for your view. To search your upcoming invitations for the month, select the Month icon.

3. In the Calendar section, place a check mark beside each calendar whose invitations you want to search.

4. In the search field, enter the text for which to search.
Invitations in your view are filtered as you enter text that matches the search criteria.

Related Topics

Attending Events

Performing an Advanced Search for Events and Tasks

When you perform an advanced search, you can search for events, tasks, or both.

To perform an advanced search:

1. From the Calendar Page toolbar, select the Search options icon in the search field and select Advanced Search.
The Advanced Search Page appears.

2. Specify your advanced search criteria:

- From the Search Calendar list, select the calendars to search.

- From the In list, select whether you want to search for events, tasks, or both.

- From the Search list, select the attribute for which to search.

- In the Search For field, enter the value for which you want to search.

3. Select the Search button.
The search results appear.

Related Topics

Organizing Events

Attending Events

Working with Tasks

Advanced Search Page

Advanced Search Page

Use the Calendar Advanced Search page to do an advanced search for calendar events and tasks.

Element

Description

Search Calendar

Select the calendar that you want to search.

In

Select what it is you are searching.

Search list

Choose the attributes by which to search:

- All attributes (default): Searches by all other attributes in this list

- Title: Searches by the title of the event or task

- Location: Searches by the event location

- Attendees: Searches by the email subject or the email sender

- Organizer: Searches by the text in the body of the email

- Type: Searches by the type

Search For

Enter the value for which you want to search.

Date Range

Set the range of dates within which you want to search.

Search button

Select to perform the search.

Related Topics

- Performing an Advanced Search for Events and Tasks

- Searching Your Calendars

Organizing Events

This section provides information about working with calendar events for which you are the organizer.

When organizing events, see the following topics:

- Creating an Event

- Editing an Event

- Making an Event Recurring

- Inviting Attendees

- Reserving Resources

- Viewing Attendee Participation Status

- Deleting an Event

- Duplicating an Event

- New Event Page

Creating an Event

To create an event:

1. From the Calendar Page toolbar, select the New Event icon.
The New Event Page appears.

2. In the Title field, enter a title for the calendar event.

3. From the Calendar list, select the calendar in which to create the event.

4. Specify the date, time, and duration of the event:

1. If the event lasts one or more entire days (rather than portions of days), select All Day.

2. Specify the start and end dates of the event. Also, if All Day is not selected, specify the start and end times of the event.

5. Select the Save icon.

Note:
See "New Event Page" for information about the other optional fields, buttons, and options when creating an event.

Related Topics

Making an Event Recurring

Setting Up a Personal Reminder

Inviting Attendees

Reserving Resources

Editing an Event

To edit an event:

1. From the Calendar Page, find the event and then open the event details by doing one of the following:

- From the Calendar view, select the event, and from the event dialog box, select the Add/View Additional Details link.

- From the Agenda view or the search results from an advanced search, select the event title.

The event details appear in the New Event Page.

2. Edit the event and select the Save icon.

Related Topics

Creating an Event

Inviting Attendees

Reserving Resources

Performing an Advanced Search for Events and Tasks

Making an Event Recurring

To set up a calendar event to recur, place yourself on the New Event Page for an event you are creating or editing and do the following:

1. Select the Recurrence icon.
The Recurrence dialog box appears.

2. From the Repeat list, select the frequency of the recurrence.

3. Select Advanced and specify the frequency details and the day on which the event recurs.

4. Use the Ending fields to specify when you want the recurring event to end.

5. Select OK.

6. Finish creating or editing the event and select the Save icon.

Related Topics

Creating an Event

Editing an Event

Inviting Attendees

To invite attendees to a calendar event, place yourself on the New Event Page for an event you are creating or editing and do the following:

1. Do one of the following:

- In the Invitation field, enter the name or email address of one or more attendees.
If the attendee's email address is displayed in a list as you type, select the address from the list. If the attendee's email address is not displayed in a list, select the plus-sign icon to add that attendee to the list.

- Next to the Invitations field, select the address book icon and select attendees from your address books.

2. (Optional) To check the availability of your attendees, select the Check Availability button.

3. (Optional) Mark one or more of your attendees as optional participants:

1. From the Invitations list, select the attendee.

2. From the context menu, select Attendee Optional.

4. Finish creating or editing the event and select the Save icon.
An invitation is sent to each attendee in the Invitations list.

Related Topics

Creating an Event

Editing an Event

Reserving Resources

To reserve resources (such as a conference room or a projector) for a calendar event, place yourself on the New Event Page for an event you are creating or editing and do the following:

1. Do one of the following:

- In the Reservations field, enter the name or email address of one or more resources.
If the resource's email address is displayed in a list as you type, select the address from the list. If the resource's email address is not displayed in a list, select the plus-sign icon to add that attendee to the list.

- Next to the Reservations field, select the address book icon and select resources from your address books.

2. (Optional) To check the availability of your resources, select the Check Availability button.

3. Finish creating or editing the event and select the Save icon.

Related Topics

Creating an Event

Editing an Event

Viewing Attendee Participation Status

When you invite attendees to an event, they are asked to provide their participation status. You can view attendee participation status for events for that you organize.

To view attendee participation status:

1. Find the event and open its details by doing one of the following.

- From the Calendar view, select the event, and from the event dialog box, select the Add/View Additional Details link.

- From the Agenda view or the search results for an advanced search, select the event title.

The event details are displayed in the New Event Page.

The Invitations list displays the attendees and their participation statuses.

2. (Optional) Filter the Invitations list. For example, to display only attendees who have accepted the invitation, select the Accepted link above the list.

3. Close the event details.

Related Topics

Editing an Event

Performing an Advanced Search for Events and Tasks

Deleting an Event

To delete an event:

1. Find the event and open its details by doing one of the following:

- From the Calendar view, select the event, and from the event dialog box, select the Add/View Additional Details link.

- From the Agenda view or the search results for an advanced search, select the event title.

The event details appear in the New Event Page.

2. Select the Delete icon and confirm the deletion.

Related Topics

Calendar Page

Duplicating an Event

Duplicating an event duplicates all its configurations and attributes, excluding any attachments.

To duplicate an event:

1. Find the event and open its details by doing one of the following:

- From the Calendar view, select the event, and from the event dialog box, select the Add/View Additional Details link.

- From the Agenda view or the search results from an advanced search, select the event title.

The event details appear in the New Event Page.

2. Select the Clone Event icon.
The New Event page for the duplicated event appears.

3. (Optional) Edit the event details.

4. Select the Save icon.

Related Topics

Calendar Page

Performing an Advanced Search for Events and Tasks

New Event Page

Use the New Event page to create a calendar event or to view and edit the event details of an event for which you are the organizer. (If you are not the organizer of an event, viewing its details opens the View Event Page.)

The name of the page assumes the title of the event.

Element

Description

Save

Select to save the event. Sends invitations to invited attendees and reserves resources.

Attach

Select to attach a file to the event.

Recurrence

Select to make the event recurring.

Reminders

Select to add a personal reminder for the event.

Time Zone

Select to choose a time zone for the event that is different from the time zone for the calendar.

Cancel

Select to close the New Event page without saving the event.

Title

Enter a title for the event.

Calendar

Choose the calendar to which you want to add the event.

All Day

Select if the event lasts entire days rather than portions of days.

Start

Choose the start date. If All Day is not selected, also specify a start time.

End

Choose the end date. If All Day is not selected, also specify an end time.

Set Recurrence

Select to make the event recurring.

Set Reminder

Select to add a personal reminder to the event.

Location

Enter the event location.

Description

Enter a description or notes.

Event Is

Select a privacy setting for the event:

- Private: Makes the event visible to event attendees only

- Public: Makes the event visible to all calendar subscribers

- Date and Time: Makes the event date and time information available to calendar subscribers

Show as

Select how your availability status appears during the event:

- Busy: Shows you as unavailable during the event.

- Free: Shows you as available during the event.

Some service providers allow calendar events set to Busy to automatically change your instant messaging status to Do Not Disturb.

Event Type

Select one or more categories for the event.
You can search for events by category.

To specify custom categories, enter the categories in the field below Event Type, separating each with a comma.

Invitations

Enter the name or email address of the contact you want to invite to the event, or select the Add icon beside this field to search in an address book.
For each attendees in the Invitations list, you can select the down arrow beside their name and mark them as optional attendees.

Reservations

Enter the name or email address of the resource you want to reserve for the event, or select the Add icon beside this field to search in an address book.

Check Availability

Select to check the availability of the invited attendees and resources. This opens the Availability dialog box. You can also use this dialog box to adjust the time of this event.

The following table describes additional UI elements on the New Event page that you can use when viewing or editing event details for an event for which you are the organizer.

Element

Description

Delete Event

Select to delete the event from the calendars of all invited attendees. Sends a notification to all invited attendees.

Print

Select to print the event details.

Clone Event

Select to create a duplicate event. Does not duplicate any files attached to the original event.

Related Topics

Organizing Events

Attending Events

This section provides information about calendar events that you are attending but are not the organizer.

When working with calendar events that you are attending, see the following topics:

- Viewing Event Details

- Providing Your Participation Status

- Viewing Your Invitations

- View Event Page

Viewing Event Details

To view the details of an event, find the event and do one of the following:

- From the Calendar view, select the event, and from the event dialog box, select the Add/View Additional Details link.

- From the Agenda view or the search results from an advanced search, select the event title.

The event details appear in the View Event Page.

Related Topics

Searching Your Calendars

Performing an Advanced Search for Events and Tasks

Providing Your Participation Status

When you are invited to attend a calendar event, you are asked to provide your participation status. You can provide your participation status when you view the event details for a calendar event.

To provide your participation status:

1. Find the event and open its details by doing one of the following:

- From the Calendar view, select the event, and from the event dialog box, select the Add/View Additional Details link.

- From the Agenda view or the search results from an advanced search, select the event title.

The event details appear in the View Event Page.

2. Answer the question Can You Attend by selecting the yes, maybe, or no button.
Your answer is saved to the event. You can change your response at any time.

3. Close the event details.

Related Topics

Searching Your Calendars

Calendar Page

Performing an Advanced Search for Events and Tasks

Providing Your Calendar Event Participation Status by Email

Viewing Your Invitations

Your invitations for upcoming events are displayed in the order the events occur for the time period that you specify.

To view your invitations to upcoming events:

1. From the Calendar Page toolbar, select the Invitations button.

2. Specify the time period for your view. For example, to view your upcoming invitations for the month, select the Month icon.

3. In the Calendar section, place a check mark beside each calendar whose invitations you want to view.

4. (Optional) Select an invitation to view its event details.

Related Topics

Searching Your Calendars

View Event Page

Use the View Event page to view the details of an event for which you are not the organizer. (If you are the organizer of an event, viewing its details opens the New Event Page.)

The name of the page assumes the name of the event you are viewing.

Element

Description

Reminders

Select to add a personal reminder for the event.

Print

Select to print the event details.

Delete

Select to delete the event from your calendar.

Close

Select to close the View Event page.

Title

Displays the title of the event.

Organizer

Displays the organizer of the event.

When

Displays the date, time, and duration of the event.

Description

Displays the description of the event that was provided by the organizer.

Reminder

Displays the personal reminder for the event. If this field is blank, you have not set up a personal reminder.

Can You Attend?

Select your participation status.

Show as

Select how your availability status appears during the event:

- Busy: Shows you as unavailable during the event.

- Free: Shows you as available during the event.

Some service providers allow calendar events set to Busy to automatically change your instant messaging status to Do Not Disturb.

Invitations

Displays the invited attendees. You can filter the list based on attendee participation status.
Select an attendee to open a menu from which you can perform the following actions:

- Add the attendee to your own address book

- Compose an email to the attendee

- Invite the attendee to an event

- View the availability of the attendee

Related Topics

- Viewing Event Details

- Providing Your Participation Status

- Setting Up a Personal Reminder

- New Event Page

Setting Up a Personal Reminder

To set up a calendar event with a personal reminder:

1. Find the event and open its details by doing one of the following:

- From the Calendar view, select the event, and from the event dialog box, select the Add/View Additional Details link.

- From the Agenda view or the search results from an advanced search, select the event title.

The event details appear in the View Event Page (if you are an attendee) or the New Event Page (if you are the organizer).

2. Select the Reminders icon.
The Reminders dialog box appears.

3. Specify when and how you want the reminder sent.

4. Select the Save Reminder button.

5. Close the event details.

Related Topics

Searching Your Calendars

Performing an Advanced Search for Events and Tasks

Calendar Page

Calendar Options - Notifications Page

Working with Tasks

You use tasks to manage the things you need to do and want to remember.

When working with tasks, see the following topics:

- Creating Tasks

- Viewing Lists of Tasks and Editing Task Details

- Making a Task Recurring

- Deleting Tasks

- Duplicating Tasks

- Task Page

Creating Tasks

To create a task:

1. From the Calendar Page toolbar, select the New Task icon.
The Task Page appears.

2. In the Title field, enter a title for the task.

3. From the Calendar list, select the calendar on which to create the task.

4. From the Priority list, select the task priority.

5. From the Progress list, select the percentage of the task that you have completed.

6. From the Due list, select a deadline for the task, and date and time, if applicable.

7. Select the Save icon.

Related Topics

Viewing Lists of Tasks and Editing Task Details

Viewing Lists of Tasks and Editing Task Details

You can view your list of tasks for multiple calendars in a single list and you open your tasks to edit them.

To view your tasks and edit task details:

1. From the Calendar Page toolbar, select the Tasks button.

2. In the Calendar section, place a check mark beside each calendar whose tasks you want to view.

3. (Optional) Filter your tasks using any of the following Show options:

- Pending Tasks: Displays all incomplete tasks

- Upcoming: Display tasks with a due date in the future

- Past Due: Display tasks with a due date in the past

- Completed: Display tasks you have completed

- All Tasks: Display all tasks

4. (Optional) Sort your tasks using the following Sort By options:

- Due Date: Sort tasks in chronological order according to their due date

- Priority: Sort tasks by their assigned priority

- Status: Sort tasks by their percentage complete

5. To edit a task, select the task title.
The task details appear in the Task Page.

6. Edit the task as desired and select the Save icon.

Related Topics

Searching Your Calendars

Making a Task Recurring

To set up a task to recur, place yourself on the Task Page for a task you are creating or editing and do the following:

1. Select the Recurrence icon.
The Recurrence dialog box appears.

2. From the Repeat list, select the frequency of the recurrence:

- Daily: repeat the task every specific number of days or every week day.

- Weekly: repeat the task every specific number of weeks and select the days of the week on which you want to repeat the task.

- Monthly: repeat the task every specific number of months and select the day of the month on which you want to repeat the task.

- Yearly: repeat the task every specific number of years, and select the months and the day on which you want to repeat the task.

3. From the Ending list, select when you want the recurrence to end:

- Never: the recurrence never ends.

- By: select a date from the calendar widget on which the recurrence ends.

- After: enter a number after which the recurrence ends.

4. Select OK.

5. Finish creating or editing the task and select the Save icon.

Related Topics

Viewing Lists of Tasks and Editing Task Details

Searching Your Calendars

Deleting Tasks

To delete an task:

1. On the Calendar Page, select the Tasks button.

2. Select the title of the task.
The task details appear in the Task Page.

3. Select the Delete icon and confirm the deletion.

Related Topics

Viewing Lists of Tasks and Editing Task Details

Searching Your Calendars

Duplicating Tasks

Duplicating a task duplicates all its configurations and attributes, excluding any attachments.

To duplicate a task:

1. On the Calendar Page, select the Tasks button.

2. Select the title of the task.
The task details appear in the Task Page.

3. Select the Clone Task icon.

4. (Optional) Edit the task.

5. Select the Save icon.

Related Topics

Viewing Lists of Tasks and Editing Task Details

Searching Your Calendars

Task Page

Use the Task page to create tasks and to edit or view the details of a task.

The name of the page assumes the title of the task.

Element

Description

Save

Select to save the task.

Attach

Select to attach a file to the task.

Recurrence

Select to make the task recurring.

Reminders

Select to add a personal reminder for the task.

Time Zone

Select to set a time zone for the task that is different from the time zone for the calendar.

Delete Task

Select to delete the task.
This icon is available only when viewing or editing the task details for a task that has already been created.

Cancel

Select to close the Task page without saving any changes.

Clone Task

Select to create a duplicate task. Does not duplicate any files attached to the original task.
This icon is available only when viewing or editing the task details for a task that has already been created.

Title

Enter a title for the task.

Calendar

Select the calendar in which to add the task.

Priority

Select the task priority.

Progress

Select the percentage of the task you have completed. When you complete the entire task, the Progress value is automatically set to 100%.

Due

Select a deadline for the task, and set the due date and time, if applicable.

Location

Enter a location for the task.

Notes

Enter a description or notes.

Task Is

Select a privacy setting for the task:

- Private: Makes the task visible to event attendees only

- Public: Makes the task visible to all calendar subscribers

- Date and Time: Makes the task date and time information available to calendar subscribers

Task Type

Select one or more categories for the task.
You can search for tasks by category.

To specify custom categories, enter the categories in the field below Task Type, separating each with a comma.

Related Topics

Working with Tasks

Viewing Lists of Tasks and Editing Task Details

Searching Your Calendars

Setting Calendar Options

To access the calendar options, on the sidebar, select Options, and in the Options section, expand Calendar.

For information about setting calendar options, see the following topics:

- Setting your Work Week

- Calendar Options - General Page

- Calendar Options - Events Page

- Calendar Options - Notifications Page

Setting your Work Week

To set your work week:

1. From the sidebar, select Options.

2. In the Options section, expand Calendar and select General.
The Calendar Options - General Page appears.

3. From the Week Starts On list, select the day of the week your calendar starts on.

4. In the Days in the Work Week section, select the days of the week that constitute your work week.

5. In the Day Starts At field, enter the time your work day starts.

6. In the Day Ends At field, enter the time your work day ends.

7. Select Save Preferences.

Related Topics

Calendar Options - General Page

Calendar Options - General Page

Use the General page to set general options for the calendar service.

Element

Description

Initial calendar view

Select the default time period used when you view your calendar events in the Calendar view or the Agenda view.

Week starts on

Select the day of the week on which your work week starts.

Days in the work week

Select each day of the week that is part of your work week.

Day starts at

Enter the time your work day starts.

Day ends at

Enter the time your work day ends.

Related Topics

Setting your Work Week

Calendar Page

Calendar Options - Events Page

Use the Events page to set general options for events.

Element

Description

Display declined events

Select to display events that you have declined to attend in your calendar. By default, declined events are not shown.

Event Type

Select the default event category that is set for all your events. You can select a different event category when you create events.

Related Topics

Viewing Event Details

Calendar Page

Calendar Options - Notifications Page

Use the Notifications page to set notifications for calendar events.

Element

Description

Enable event notifications

Select to set a reminder for all events.

Notifications arrive before

Enter how long before the start of the event that you want to be notified.
This option is enabled when you select Enable event notifications.

Send email message to

Enter the email address where you want the notifications sent.

Event Invitation Updates

Select Send email message to and enter an email address to receive an email each time a calendar event that you will attend is updated.

Related Topics

Setting Up a Personal Reminder

Attending Events

4 Address Books

The Oracle Communications Convergence address book service enables you to search for contacts in all your address books, create personal address books, create personal contacts, and create groups for your personal contacts. From your address books, you can compose an email, organize an event, and start a chat session with your contacts.

Access the address book service by selecting Address Book from the sidebar.

When working with the address book service, see the following topics:

- About Address Books

- Searching for Contacts

- Printing Contact Information

- Importing Contact Information

- Exporting Contact Information

- Creating Personal Address Books

- Creating Contacts

- Editing Contact Information

- Copying Contacts

- Deleting Contacts

- Grouping Contacts

- Address Book Page

About Address Books

Address books are collections of contact and group information. From the toolbar on the Address Book Page, you can perform common actions, such as search for contacts and compose email to send to your contacts.

Convergence offers different kinds of address books. Depending on the address book you are working with, you have access to different actions for your contacts.

The Corporate address book (called the Corporate Directory in Convergence) contains the contact information for members and groups of your organization. When you are working with the Corporate address book, you can perform the following tasks:

- Searching for Contacts

- Printing Contact Information

- Exporting Contact Information

- Copying Contacts

Your personal address books contain contact information for personal contacts and groups. When you are working with personal address books, you can perform the following tasks:

- Searching for Contacts

- Printing Contact Information

- Importing Contact Information

- Exporting Contact Information

- Creating Personal Address Books

- Creating Contacts

- Editing Contact Information

- Copying Contacts

- Deleting Contacts

- Grouping Contacts

The Collected Addresses address book is an optional address book that collects email addresses that are not in your other address books. This address book helps Convergence automatically complete the email addresses that you begin typing wen you compose email. You enable the Collected Addresses address book on the Mail Options - General Page. When you are working with the Collected Addresses address book, you can perform the following tasks:

- Searching for Contacts

- Printing Contact Information

- Exporting Contact Information

- Editing Contact Information

- Copying Contacts

- Deleting Contacts

Searching for Contacts

You can search for contacts in any of your address books.

To search for contacts:

1. In the Address Book section, select an address book.
The Address Book Page appears.

2. (Optional) In the search field at the top-left corner of the page, select the Search options icon (magnifying glass) and select the attribute by which to search.

3. In the search field, enter the contact you want to find.
Contacts are filtered as you enter text.

4. Select the contact.
The contact information appears in the Contact Page.

Related Topics

About Address Books

Printing Contact Information

You can print the contact information for one or more contacts in any of your address books or groups.

To print contact information:

1. In the Address Book section, select an address book or group.
The Address Book Page or Group Page appears.

2. Do one of the following:

- Print all contacts from the address book or group:

1. From the Address Book page or Group page toolbar, select the down arrow beside the Print icon and select Print All In List.

2. Follow the instructions for your browser to print the contact information.

- Print selected contacts:

1. Select one or more contacts from your address book or group.

2. From the Address Book page toolbar, select the down arrow beside the Print icon and select Print Selected.

3. Follow the instructions for your browser to print the contact information.

Note:
The option to Print All In List is not available for the Corporate address book.

Related Topics

About Address Books

Importing Contact Information

You can export contact information from another address book service or application and import it into Convergence to quickly populate your address books.

Note:
On tablets, you cannot import contact information.

When you export contact information, the other service or application creates an export file. This is the file you import into Convergence. You can import contact information that has been exported as CSV and vCard 3.0 files.

Note:
Your service provider may also allow you to import contact information in the LDIF and vCard 2.1 formats.

This section assumes you have already exported contact information from another service or application.

To import contact information:

1. In the Address Book section, select the personal address book into which you want to import contact information.

2. From the toolbar in the Address Book section, select the Import/Export icon (the book icon with a small device on top) and select Import.
The Import Contacts to Address Book dialog box appears.

3. Select the Browse button and select the export file.

4. Select the Import Contacts button.
The Import Contacts to Address Book dialog box displays the number of contacts that were imported.

Related Topics

About Address Books

Exporting Contact Information

Exporting Contact Information

You can export contact information from your address books to an export file, which you can then import into an address book service or application to quickly populate your address books.

Note:
On tablets, you cannot export contact information.

You can export contact information as CSV and vCard 3.0 files.

Note:
Your service provider may also allow you to export contact information in the LDIF and vCard 2.1 formats.

To export contact information:

1. In the Address Book section, select the address book or group whose contact information you want to export.

2. From the toolbar in the Address Book section, select the Import/Export icon (the book icon with a small device on top), and then select Export.
The Export Contacts from Address Book dialog box appears.

3. From the Export Format list, select the format in which you want to export the contact information.

4. Select the Export Contacts button.
Convergence creates the export file, which your browser downloads.

Related Topics

About Address Books

Importing Contact Information

Creating Personal Address Books

To create a personal address book:

1. From the toolbar in the Address Book section, select the New Address Book icon (the open book icon with a green plus sign on it).
The New Address Book dialog box appears.

2. In the Name field, enter a name for the address book and select Save.
The address book is added to the Address Book section in alphabetical order.

Related Topics

About Address Books

Creating Contacts

Copying Contacts

Creating Contacts

You can create contacts in your personal address books only.

To create a contact:

1. In the Address Book section, select a personal address book.
The Address Book Page appears.

2. From the Address Book page toolbar, select the New Contact icon.
The Contact Page appears.

3. Enter as much information about your contact as you want and select Save.

Related Topics

About Address Books

Grouping Contacts

Contact Page

Use the Contact page to create or edit a contact in your personal address books. Most of the fields on this page are optional.

The name of the page assumes the display name of the contact.

Element

Description

Personal Information

Enter the personal information for the contact. Each field is labeled to identify the type of information you are meant to enter.

Email Addresses

Enter an email address for the contact and select the type of email address from the list. Select the plus-sign icon to add another email address.

Phone Numbers

Enter a phone number for the contact and select the type of phone number from the list. Select the plus-sign icon to add another phone number.

Addresses

Enter an addresses for the contact and select the type of address from the list. Each field is labeled to identify the type of information you are meant to enter. Select the plus-sign icon to add another address.

Instant Messaging

Enter an instant messaging ID and select a provider from the list. Select the plus-sign icon to add another instant messaging ID.

Other Information

Enter additional information about the contact and select the type of information from the list. Select the plus-sign icon to add more information.

Notes

Enter notes about the contacts.

Save

Select to save the contact.

Related Topics

Creating Contacts

Editing Contact Information

Grouping Contacts

Editing Contact Information

You can edit the contact information for contacts in your personal address books or the Collected Addresses address book.

To edit contact information:

1. In the Address Book section, select the address book.
The Address Book Page appears.

2. Select a contact.
The contact information appears.

3. Select the Edit button to the right of the contact display name.
The Contact Page appears.

4. Enter or edit as much information about your contact as you want and select Save.

Related Topics

About Address Books

Copying Contacts

You can copy a contact from any address book or group and add it to a personal address book. You might do this, for example, when you want to add personal contact information for a contact in your Corporate address book. Because you cannot edit contact information in the Corporate address book, you can copy the contact to a personal address book and add the personal contact information there.

To copy a contact to a personal address book:

1. In the Address Book section, select an address book or group.
The Address Book Page or Group Page appears.

2. Select a contact.

3. From the Address Book page toolbar, select the Copy to icon and select the personal address book in which to add the contact.

Related Topics

About Address Books

Deleting Contacts

You can delete contacts from your personal address books or the Collected Addresses address book. You cannot undelete contacts.

To delete contacts:

1. In the Address Book section, select either a personal address book or Collected Addresses.
The Address Book Page appears.

2. Select one or more contacts.

3. From the Address Book page toolbar, select the Delete icon and confirm the deletion.

Related Topics

About Address Books

Grouping Contacts

A group is a collection of contacts. You can create and modify groups in your personal address books only. Add contacts to your groups. Creating groups is an easy way to email all the contacts in the group by entering the name of the group as a recipient when composing and email

Groups that are in the Corporate address book cannot be modified.

When grouping contacts, see the following topics:

- Creating Contact Groups

- Modifying Contact Groups

- Group Page

Creating Contact Groups

To create a group:

1. In the Address Book section, select the personal address book in which to create the group.
The Address Book Page appears.

2. From the Address Book page toolbar, select the New Group icon.
The New Group Page appears.

3. In the Group Name field, enter a name for the group.

4. From the list of contacts, select all the contacts you want to include in the group.

Tip:
Use the Search Contacts field to search for specific contacts.

5. Select the Create Group button.

Related topics

About Address Books

New Group Page

Use the New Group page to create groups in your personal address books.

The name of the page assumes the name of the group.

Element

Description

Group Name

Enter a name for the group.

Contacts list

Displays all the contacts in the selected address book. Select the contacts from the list to include in the group you are creating.

Search Contacts

Enter text to search the list of contacts by contact display name.

Related topics

Grouping Contacts

About Address Books

Modifying Contact Groups

To modify a group:

1. In the Address Book section, select the group.
The Group Page appears.

2. (Optional) To rename the group, from the toolbar in the Address Book section (the pencil icon) and enter a new name.

3. To change the contacts in the group, do the following:

1. From the Group page toolbar, select the Manage Group icon.

2. From the list of contacts, select the contacts to add to the group and deselect the contacts to remove from the group.

4. Select the Save Changes button.

Related topics

About Address Books

Group Page

Use the Group page to modify contact groups and to perform actions on the contacts in your groups.

The name of the page assumes the name of the group.

Element

Description

Manage Group

Select to modify the contacts in the group.

Remove From Group

Select to remove selected contacts from the group.

Compose Mail To

Select to compose an email to the selected contacts. This opens the Compose page with the To field filled with the selected contacts.

Copy To

Select to copy the selected contact to a personal address book.

Print

Select to print the contact information for the selected contacts or for all the contacts in the group.

Edit

Select to edit the contact information of the selected contact in your personal address books or the Collected Addresses address book.

Related Topics

About Address Books

Grouping Contacts

Address Book Page

Use the Address Book page to perform actions on the contacts in your address books.

The name of the page assumes the name of address book.

Element

Description

New Contact

Select to create a contact in a personal address book. This opens the New Contact page.

New Group

Select to create a group in a personal address book. This opens the New Group page.

Delete

Select to delete the selected contacts from your personal address books or from the Collected Addresses address book.

Compose Mail To

Select to compose an email to the selected contacts. This opens a Compose page with the To field filled with the selected contacts.

Copy To

Select to copy the selected contacts to a personal address book.

Print

Select to print the contact information for the selected contacts or for all the contacts in the address book.

Search field

Enter text to search for contacts in the address book.

Search options

Select the magnifying glass icon in the search field and select the search attribute for the search.

- Display Name (default): Searches by display name

- Email Address: Searches by email address

- First Name: Searches by first name

- Last Name: Searches by last name

- Phone Number: Searches by phone number

Personal Information and Email Address

Displays the name and email address of the selected contact. Select the plus-sign icon next to the email address to open the New Message page and send an email to that contact.

Edit

Select to edit the contact information for the contact in your personal address books or the Collected Addresses address book.

Related Topics

About Address Books

Searching for Contacts

Creating Contacts

Grouping Contacts

5 Instant Messaging

The Oracle Communications Convergence instant messaging service enables you to chat with your friends and colleagues and see when they are online and available. You add contacts from your address books to the buddy list to chat with them.

Note:
On tablets, the instant messaging service is not available.

Access the instant messaging service by expanding Buddy List in the bottom-right corner of the UI.

When working with the instant messaging service, see the following topics:

- Working with the Buddy List

- Chatting with Buddies

- About Receiving Chat Messages

- Managing Your Profile

- Setting Instant Messaging Options

Working with the Buddy List

Use the Buddy List to view the online status of and to chat with your buddies. Buddies are contacts from your address book whom you have added to your Buddy List.

Note:
On tablets, the instant messaging service is not available and the Buddy List is not visible.

The Buddy List is minimized in the bottom-right corner of the Convergence UI. When the Buddy List is minimized, it indicates your current status and identifies how many of your buddies are online.

Select Buddy List to expand it and display all your buddies.

When working with the Buddy List, see the following topics:

- Managing Buddies

- Managing Buddy Groups

- Buddy List Section

Managing Buddies

Managing buddies consists of any of the following tasks:

- Adding Buddies

- Renaming Buddies

- Deleting Buddies

- Sorting Buddies

Adding Buddies

To add contacts to your Buddy List:

1. From the Buddy List, do one of the following:

- To add a contact from your address book:

1. Select the down arrow beside the Add Buddy icon and select Add From Address Book.
The Add Buddy dialog box appears.

2. From the list at the top of the dialog box, select an address book.
The contacts in the address book appear.

3. Select the contact you want to add to the Buddy List.

Tip:
Use the search field in the top-right corner of the dialog box to search for a specific contact from the address book.

- To add a contact by entering their email address:

1. Select the Add Buddy icon.
The Add Buddy dialog box appears.

2. In the Email Address field, enter the email address for the contact.

2. In the Alias field, enter the buddy name that you want displayed in your buddy list for the contact.

3. From the Group list, select the group to which to add the buddy.

4. Select the Add or OK button.

Related Topics

Buddy List Section

Renaming Buddies

To rename a buddy in your Buddy List:

1. From the Buddy List, select the buddy.

2. Select the Show Properties icon.
The Buddy dialog box appears.

3. In the Alias field, enter a name for the buddy.

4. Select Save.

Related Topics

Buddy List Section

Deleting Buddies

To delete a buddy in your Buddy List:

1. From the Buddy List, select the buddy.

2. Select the Delete icon and confirm the deletion.

Related Topics

Buddy List Section

Sorting Buddies

You sort buddies on the Buddy List by selecting one of the following icons:

- Select the Buddy Name icon to sort your buddies by either ascending or descending alphabetical order.

- Select the Show First icon to list your online buddies before or after your offline buddies.

Related Topics

Buddy List Section

Managing Buddy Groups

All buddies belong to one or more groups on the Buddy List. The Buddy List includes a default group called Friends which you cannot delete or rename.

Groups are expandable and collapsible and are ordered alphabetically.

When managing groups, see the following topics:

- Grouping Buddies

- Modifying Buddy Groups

- Deleting Groups

Grouping Buddies

To create a group:

1. From the Buddy List, select the Add Group icon.
The Create Buddy Group dialog box appears.

2. In the Group Name field, enter a name for the group.

3. From the Choose Buddies list, select the buddies you want to include in the group.

4. Select OK.

Related Topics

Buddy List Section

Modifying Buddy Groups

You can modify a buddy group by changing its name and adding and removing buddies from the list.

To modify a buddy list:

1. From the Buddy List, select a group.

2. Select the Show Properties icon.
The Buddy Group Properties dialog box appears.

3. To rename the buddy group, enter a new name in the Group Name field.

4. To change the buddies in the group, select the contacts you want to include in the list and deselect the contacts you want to remove from the list.

5. Select OK.

Related Topics

Buddy List Section

Deleting Groups

Deleting a buddy group does not remove buddies from the Buddy List.

To delete a group:

1. From the Buddy List, select a group.

2. Select the Delete icon and confirm the deletion.

Related Topics

Buddy List Section

Buddy List Section

Use the Buddy List to view the online status of and chat with your buddies, and manage your buddy groups.

Element

Description

Personal status

Displays your current status. Select to change your status.
When you select Invisible, your status appears as offline to other buddies, but you remain online.

Select Custom to enter your own status message.

Profile picture

Select to upload a profile picture (called an avatar) or to restore the default picture.

Add Buddy

Select to add a buddy to the Buddy List. Select the down arrow beside Add Buddy to choose between typing the buddy's email address or selecting the buddy from an address book.
The Add Buddy icon is the picture of a silhouette in a square frame.

Add Group

Select to add a group to the Buddy List.
The Add Group icon is the picture of two silhouettes.

Delete

Select to delete the selected buddy or group.
The Delete Buddy icon is the picture of a red circle with a white letter X in the middle.

Group Chat

Select to start a group chat.
The Group Chat icon is the picture of a green speech bubble on top of a white speech bubble.

Show Properties

Select to show the properties for the selected buddy or group.
The Show Properties icon is the picture of a green speech bubble with a cogwheel on top.

Sort options

Sort your buddies:

- Select the Buddy Names icon to sort your buddies in either ascending or descending alphabetic order.

- Select the Show First icon to either show online or offline buddies first in the list.

- The Show First icon is the picture of two arrows, one pointing up and the other pointing down.

Chatting with Buddies

When you start chatting with one of your buddies, the chat session opens a window that displays your chat conversation. You can chat with more than one buddy at the same time in either the same chat session or in different chat sessions..

To chat with one or more buddies:

1. From the Buddy List, do one of the following:

- To chat with a single buddy, double click the buddy.

- To chat with multiple buddies in one chat window, select multiple buddies and select the Group Chat icon.
(Press and hold the Ctrl key when selecting buddies to select multiple buddies.)

A chat window appears.

2. Type and send one or more messages.
Send a message by selecting the Send button or pressing the Enter key.

3. (Optional) Invite other buddies to join the chat:

1. From an existing chat session, select the Show icon (the double angle brackets).
The Participants section appears.

2. In the Invite Participants field, enter the name of a buddy you want to add to the group chat.
You can invite only buddies who are online.

3. Select the Invite Participant icon (the plus-sign).
The buddy is added to the chat and any new messages you send go to all buddies in the chat window.

4. When you are finished chatting, you can do any of the following:

- To print your chat conversation, from the chat window toolbar, select the Print icon.

- To email the chat conversation, from the chat window toolbar, select the Send Chat Transcript icon.

- To end the chant conversation, close the chat window.

Related Topics

Buddy List Section

About Receiving Chat Messages

When you are online, you can receive a chat message from any buddies who are also online.

When you receive a chat message from one of your buddies, a notification appears to call your attention to the chat window. The chat window is minimized along the bottom of the UI. You can have multiple active chat windows open with different buddies.

Use the chat session to chat with your buddy. See "Chatting with Buddies" for more information.

Managing Your Profile

When managing your profile, see the following topics:

- Changing Your Status

- Uploading a Profile Image

Changing Your Status

When you open Convergence, your instant messaging status is set to Available. You can change your status at any time. You can write a custom status message for your buddies to see. For example, you can write a message that reads, "Gone to an appointment, back at 3pm" with a status of Away.

To change your status:

1. From the Buddy List, select your current status and select your new status from the list.

2. If you selected Custom, do the following:

1. In the Message field, enter a status message.

2. From the Status list, select the status you want to display.

3. Select OK.

Related Topics

Buddy List Section

Uploading a Profile Image

To upload a profile image:

1. From the Buddy List, select the picture icon at the top-right corner and select Upload new avatar.
The Upload a new avatar dialog box appears.

2. Select the Browse button and select a profile picture.

3. Select OK.

Related Topics

Buddy List Section

Setting Instant Messaging Options

To access the instant messaging options, on the sidebar, select Options, and in the Options section, expand Instant Messaging.

For information about setting instant messaging options, see the following topics:

- Instant Messaging Options - General Page

Instant Messaging Options - General Page

Use the General page to set general options for the instant messaging service.

Element

Description

Status

Select the options for how you want your status to be displayed to others:

- Select Let others know I am idle and set a duration to communicate your Idle status after a specified period of inactivity.

- Select Let others know I am away and set a duration to communicate your Away status after a specified period of inactivity.

- Select Remember my presence status for Convergence to log you in with the same status as the one you had when you last logged out.

Alerts

Select options to receive alerts when the status of a buddies changes:

- Select Contact becomes available to receive an alert when the status of your buddies changes to available.

- Select Contact goes away to receive an alert when the status of your contacts changes to away.

- Select Contact goes offline to receive an alert when the status of your contacts changes to offline.

Login with groups minimized

Select to make all groups in your buddy list minimized when you log in to Convergence.

Approve new contacts

Specify whether new chat requests are approved automatically or if you prefer to approve each request.

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