OneBridge® Real Time Server 4.
Copyright © 2000-2003 Extended Systems, Inc. and its licensors. All rights reserved. OneBridge Products, including but not limited to OneBridge Mobile Data Suite; and OneBridge Mobile Groupware and its components, namely, Presentation Server, Integration Server, Real Time Server, Sync Server, and Mobile Agent; are trademarks of Extended Systems and its affiliates. All other trademarks mentioned herein that are not the property of Extended Systems, are the property of their respective owners.
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Table of Contents Section 1: Welcome to OneBridge® Real Time Server ........................ 1 About Real Time............................................................................................................................. 1 About this guide .............................................................................................................................. 2 Section 2: Getting started ............................................................................. 3 Palm functions......
Table of Contents Pocket PC functions.................................................................................................................... 21 Navigating Real Time .............................................................................................................. Choosing menu items............................................................................................................. Clicking buttons.............................................................................
Table of Contents Section 5: Managing meetings..................................................................... 53 Viewing Day View........................................................................................................................ Viewing Week View................................................................................................................... Viewing Month View........................................................................................................
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List of Figures Palm handheld device and scrollbar .................................................................................. 4 Menu items on a Palm handheld device ........................................................................... 5 Buttons on a Palm handheld device .................................................................................. 5 Drop-down list boxes on a Palm handheld device........................................................ 6 List boxes on a Palm handheld device.
List of Figures Recipient List screen .......................................................................................................... 41 Add Recipients screen ....................................................................................................... 42 Searching contacts .............................................................................................................. 46 Browsing contacts....................................................................................
Section 1 Welcome to OneBridge® Real Time Server Welcome to OneBridge Real Time Server. This section provides information about: • • Real Time. See page 1. This guide. See page 2. About Real Time Real Time is a personal information management (PIM) and messaging application that lets mobile business users access and use email and contacts anywhere, at any time.
Welcome to OneBridge® Real Time Server About this guide This manual provides you with a comprehensive guide to procedures and requirements for using Real Time: • • • • • 2 Section 1 (this section) – overview of the Real Time manual Section 2 on page 3 – how to use your device to operate Real Time and how to log in to Real Time Section 3 on page 33 – how to view, compose, send, and organize messages Section 4 on page 45 – how to add contacts, and search for and view contact information Section 7 on page 6
Section 2 Getting started This section outlines: • How mobile devices differ in functionality and how to use Real Time on them. Real Time is optimized for each device type. It is important to be familiar with the use of your mobile device before working with Real Time. For simplicity, this manual presents generic instructions for using Real Time. The following devices are discussed in this section: • • • • • • Tip • Palm and Palm OS wireless handheld devices on page 4 Mobile phones that use the UP.
Getting started Palm functions This section guides you through using Real Time on Palm handheld devices. This section reviews the following operations: • • • • • Navigating Real Time Navigating Real Time Choosing menu items Clicking buttons Entering text in text boxes Choosing items from list boxes When using a Palm handheld device, you can perform all operations— including choosing options, clicking buttons, and scrolling through menu items—by touching the stylus to the screen of the device (tapping).
Palm functions Palm handheld devices let you navigate through screens that you have already viewed in Real Time. Note Choosing menu items It is recommended that you use Real Time’s navigation to move backward and forward through screens instead of using the leftward and rightward pointing arrows. A menu item appears as underlined text on the screen of your device. Choosing a menu item directs you to another screen in Real Time. Figure 2-2: Menu items on a Palm handheld device 1 1.
Getting started Entering text in text boxes Text boxes let you enter information in Real Time. When you select a text box, you can enter text or edit its contents. To enter text in a text box 1 Tap a text box. 2 Type text. You can enter text using Graffiti handwriting or the keypad. For more information, see http://www.palm.com/products/input/.
Palm functions To choose an item from a drop-down list box 1 Tap a list box. If all items do not fit on one page, arrows appear at the top and bottom of the list. Click these arrows to navigate the list. 2 Tap an item. To choose an item from a list box • Tap a list box item.
Getting started Mobile phone functions (UP.Link microbrowser) This section guides you through using Real Time on mobile phones that use the UP.Link microbrowser. This section reviews the following operations: • • • • • Navigating Real Time Navigating Real Time Clicking buttons Choosing menu items Entering text in text boxes Choosing items from list boxes You navigate Real Time using the arrow keys on your mobile phone. An arrow on the screen of your device indicates your location within Real Time.
Mobile phone functions (UP.Link microbrowser) Clicking buttons Most models of mobile phones have two buttons located directly below the screen. These buttons correspond to the commands located at the bottom of the screen, just above the buttons. When you press a button, Real Time performs the command displayed on the screen above that button. Figure 2-7: OK button on mobile phones (UP.Link) 1 2 1. OK command 2.
Getting started The following table lists some common buttons that you will encounter on the screen of your mobile phone when using Real Time. Button This command lets you... OK Execute functions, such as choosing items from menus and list boxes. When using a mobile phone, you must press the OK button after every operation you perform.
Mobile phone functions (UP.Link microbrowser) To choose a menu item 1 Highlight a menu item on the screen. Scroll using the arrow keys until the arrow appears to the left of the chosen menu item. Tip You can also use the keypad to type the number corresponding to the menu item. 2 Press the OK button. Entering text in text boxes Text boxes look similar to menu items. Choosing a text box directs you to another screen where you can type a text entry. Figure 2-9: Entering text on a mobile phone (UP.
Getting started Choosing items from list boxes List boxes look similar to text boxes and menu items. When you choose a list box, the items in the list appear on the screen. You can then use the arrow keys to select an item from a list. Figure 2-10: Using list boxes on a mobile phone (UP.Link) 1 2 1. Highlight an item. 2. Press OK. To choose an item from a list box 1 Highlight the list box. 2 Press the Edit button. The contents of the list box appear on screen. 3 Highlight an item in the list.
Mobile phone functions (Nokia microbrowser) Mobile phone functions (Nokia microbrowser) This section guides you through using Real Time on mobile phones that use the Nokia WAP-compliant microbrowser. This section reviews the following operations: • • • • • Navigating Real Time Clicking buttons Navigating Real Time Clicking buttons Choosing menu items Entering text in text boxes Choosing items from list boxes You navigate Real Time using the arrow keys on your mobile phone.
Getting started The following table lists some common buttons that you will encounter on the screen of your Nokia mobile phone when using Real Time. Button This command lets you... Link Go to the selected link. This is how you choose underlined menu items and buttons.
Mobile phone functions (Nokia microbrowser) Entering text in text boxes You can identify text boxes by the brackets that surround them. When you select a text box, you can enter text or edit its contents. Figure 2-12: Entering text on a mobile phone (Nokia) 1 2 1. Screen to select a text box: click Edit. 2. Screen to edit text. To enter text in a text box 1 Use the arrow keys to navigate to a text box. 2 Click the Edit button. 3 Type text using the keypad on your device. 4 Press the OK button.
Getting started To choose an item from a list box 1 Use the arrow keys to navigate to a list. 2 Click the List button. 3 Click the Select button to select an item in the list. The radio button changes to selected (filled), indicating that item is chosen. 4 Click the OK button.
RIM device functions RIM device functions This section guides you through using Real Time on RIM Handheld devices. This section reviews the following operations: • • • • • Navigating Real Time Navigating Real Time Choosing menu items Clicking buttons Entering text in text boxes Choosing items from list boxes When using a RIM device, use the trackwheel to move between menu items, highlight and select options, and click buttons. The trackwheel is on the right-hand side of your device.
Getting started Choosing menu items A menu item appears as text on the screen of the device. Choosing a menu item directs you to another screen in Real Time. Figure 2-15: Choosing menu items on a RIM device 1 1. A highlighted menu item on the screen of a RIM device To choose a menu item 1 Highlight a menu item. A box appears around the menu item, indicating that it is highlighted. 2 Click the trackwheel to open the menu. 3 Select and click the GoToLink menu item.
RIM device functions Entering text in text boxes Text boxes are identified by the brackets that surround them. When you select a text box, you can enter text or edit its contents Figure 2-17: Entering text on a mobile phone 1 2 1. Text box 2. Editable text box To enter text in a text box 1 Highlight a text box. 2 Start typing using the keypad on your RIM Handheld device. Tip You can also click the trackwheel and choose Edit. 3 Click the trackwheel.
Getting started To choose an item from a list box 1 Highlight the list. 2 Click the trackwheel to open the menu. 3 Select and click the ShowList menu item. The contents of the list appear on screen. 4 Highlight an item in the list. 5 Click the trackwheel.
Pocket PC functions Pocket PC functions This section guides you through using Real Time on Pocket PC devices. This section reviews the following operations: • • • • • Navigating Real Time Navigating Real Time Choosing menu items Clicking buttons Entering text in text boxes Choosing items from list boxes When using a Pocket PC device, you perform all operations by touching the screen with a stylus (tapping).
Getting started Choosing menu items A menu item appears as a link in a Web browser. Choosing a menu item follows the link. Figure 2-20: Choosing menu items on a Pocket PC 1 1. A menu item on a Pocket PC To choose a menu item • Tap the link.
Pocket PC functions Clicking buttons Buttons in the browser on a Pocket PC are similar to those in a Windows desktop application. However, instead of clicking them using a mouse, you tap them using a stylus. Figure 2-21: Clicking buttons on a Pocket PC 1 1. A button on a Pocket PC To click a button • Tap the button.
Getting started Entering text in text boxes Text boxes in a Web browser on a Pocket PC are similar to those in a Windows desktop application. However, a Pocket PC does not have a keyboard, so you must tap the letters on the on-screen keyboard. Figure 2-22: Entering text in text boxes on a Pocket PC 1 1. Tap the text box. 2. Tap characters on the on-screen keyboard To enter text in a text box 1 Tap a text box. 2 Tap characters on the on-screen keyboard.
Pocket PC functions Choosing items from list boxes List boxes in a Web browser on a Pocket PC are similar to those in a Windows desktop application. However, instead of clicking them using a mouse, you tap them using a stylus. Figure 2-23: Choosing items from list boxes on a Pocket PC 1 1. A list box on a Pocket PC To choose an item from a list box • Tap the list box, and tap a list item.
Getting started Web browser functions This section guides you through using Real Time on Web browsers, such as Internet Explorer or Netscape Navigator. This section reviews the following operations: • • • • • Navigating Real Time Navigating Real Time Choosing menu items Clicking buttons Entering text in text boxes Choosing items from list boxes Web browsers have many advantages over smaller Web-enabled devices, such as RIM handheld devices. These advantages include: • • Larger screen size.
Web browser functions Choosing menu items A menu item appears as a link in a Web browser. Choosing a menu item follows the link. Figure 2-25: Choosing menu items in a Web browser 1. A menu item in a Web browser Clicking buttons Buttons in a Web browser are similar to those in a Windows desktop application. Figure 2-26: Clicking buttons in a Web browser 1.
Getting started Entering text in text boxes Text boxes in a Web browser are similar to those in a Windows desktop application. Figure 2-27: Entering text in text boxes in a Web browser 1. A text box in a Web browser Choosing items from list boxes List boxes in a Web browser are similar to those in a Windows desktop application. Figure 2-28: Choosing items from list boxes in a Web browser 1.
Starting Real Time Starting Real Time Now that you are familiar with Real Time’s standard operations, you are ready to start using Real Time. Figure 2-29: Login screen Logging in to Real Time takes you to the Main menu. From the Main menu, you can access all other features. When you are finished using Real Time, you must log out to exit. Note For Domino, use the Short Name field to specify the username for authentication. To log in to Real Time 1 Enter the Real Time URL in your mobile browser.
Getting started 5 Click Login. If you have created a user profile, the following screens appear: • Profile Password. The profile contains information about one mail server. This screen appears if you have not specified a password for the profile. Type your password for the mail server. Real Time authenticates you against the mail server that you specified in the profile. • Available Profiles. User profiles contain information about which mail server to use. Choose which profile to use.
Starting Real Time Exchange Username field Real Time for Exchange allows the user to enter the following information in the Username field: • • • • NT Username - The Exchange Server NT Domain name will be used from the metabase settings or the Params field. Alias value is used from the Params field or is assumed to be the same as the NT Username. NT Domain\NT Username - The Exchange Server will be used from the metabase settings or the Params field.
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Section 3 Managing messages Real Time lets you access many messaging features available in your mail server. In this section, you will learn how to: • • • View messages. See “Viewing messages” on page 33. Compose, reply to, forward, and delete messages. See: • “Composing messages” on page 36 • “Replying to messages” on page 39 • “Forwarding messages” on page 40 • “Deleting messages” on page 40 Use the recipient list to add recipients to messages. See “Using the recipient list” on page 41.
Managing messages message directly from the Inbox list. You can access many operations, such as forwarding and replying to messages, from both the Message Header and the Message Body screens. For more information, see “Replying to messages” on page 39 and “Forwarding messages” on page 40. To view a message in the Inbox 1 From the Main menu, choose Inbox. 2 Choose a message. 3 Click Msg (that is, “Message”). This displays the Message Body screen, which includes selected headers.
Viewing messages To view a message header 1 From the Main menu, choose Inbox. 2 Choose a message. 3 Click Header. This displays the Message Header screen. If the message contains attachments, the headers include attachments. Note The attachments feature is available only on desktop Web browsers such as Internet Explorer and Netscape Navigator. Figure 3-2: Message Header screen Tip You can go directly to the Message Body screen from the Message Header by clicking Msg.
Managing messages To filter messages 1 From the Main menu, choose Inbox. 2 Click the Find & Sort button. 3 Choose one or more of the following and enter the criteria to sort by: • From • Subject • Priority 4 Click Apply. Your Inbox appears with only the messages that match the filter displayed. Composing messages Real Time lets you compose and send messages from your mobile device. You can access the compose feature from either the Main menu or the Inbox.
Composing messages To compose a message 1 From the Main menu, choose Compose. Tip You can also click Compose from the Inbox. Figure 3-4: Compose screen 2 Click To. Note You can add To, CC, Subject, Priority, Message, and Attachment information in any order. The order in this procedure is recommended. 3 Add recipients from the recipient list. For information about adding recipients, see “Adding recipients to messages” on page 41 4 Click Subject. 5 In the Subject text box, type a subject.
Managing messages Adding attachments If you are sending email from a platform that supports it, you can attach files to your emails. Currently, adding attachments is supported on Web browsers only; that is, on Netscape Navigator and Internet Explorer. To add attachments 1 From the Main menu, choose Compose. Tip You can also click Compose from the Inbox. 2 Click Attachment. The Attachment screen appears.
Replying to messages To forward your attachments to a third party for conversion 1 From the Main menu, choose Inbox. 2 Choose a message. 3 Click Msg or Header. 4 Click Attcmts (Attachments). A status message is returned, indicating the attachments that were forwarded on for processing. The third-party conversion engine will send the contents of the attachments back to you in an email message. Replying to messages You can reply to messages from the Inbox.
Managing messages Forwarding messages You can forward messages from the Inbox. To forward a message 1 From the Main menu, choose Inbox. 2 Choose a message. 3 Click Msg or Header. 4 Click Forward. 5 Follow steps 2-11 from “To compose a message” on page 37. Note If you forward a message that has an attachment, the attachment is forwarded as well. Deleting messages You can delete messages from the Inbox.
Using the recipient list Using the recipient list You can use the recipient list when you are: • • Composing, replying to, and forwarding messages Scheduling and editing meetings The recipient list lets you add any number of recipients from Contacts to your message or meeting request. For information about Contacts, see “Using and managing contacts” on page 45.
Managing messages Figure 3-6: Add Recipients screen The Search screen appears. 4 Type in a first name or last name to search, or click Browse to browse your contacts. Tip You can also search by name fragments. For example, entering a “J” in the First Name text box returns all first names beginning with a “J.” 5 Click OK. The name appears in the recipient list. To add a recipient who is not in Contacts 1 Compose a message. See “To compose a message” on page 37. 2 In the Recipient List screen, click Add.
Using the recipient list Removing recipients from messages You can remove any of the recipients from the recipient list before you send a message. The recipient list must contain at least one name to send a message. To delete a recipient from a message 1 Compose a message. See “To compose a message” on page 37. 2 From the recipient list, choose a recipient. 3 Click Remove. A message appears to confirm that you want to delete the recipient from the list. 4 Click Yes.
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Section 4 Using and managing contacts Real Time lets you view lists of contacts and maintain your own list of contacts. A contact list contains information, including names, address, fax and phone numbers, and email addresses. In this section, you will learn how to: • • • • Search and browse Contacts. See “Searching and browsing contact lists” on page 46. View contact details. See “Viewing contact details” on page 47. Dial contacts and send email directly to a contact from Contacts.
Using and managing contacts Searching and browsing contact lists Real Time lets you search for contacts by first and last name and browse the contents of your Contacts. When you browse a contacts list, you view a list of contact names. To search Contacts 1 From the Main menu, choose contacts. The Contact Search screen appears. Figure 4-1: Searching contacts 2 Type one or both of the following: • First name • Last name 3 Click OK. The search results appear in the search results list.
Viewing contact details Figure 4-2: Browsing contacts Viewing contact details You can view the details of any contact. The contact details can include information such as the name, address, email, phone number, and fax number of the contact. To view the contact details 1 Search or browse a contact list. See “To search Contacts” on page 46 or “To browse Contacts” on page 46. 2 Click View. The Contact Details screen appears.
Using and managing contacts Figure 4-3: Viewing contact details Tip After viewing contact details, you can also: • Dial the contact. See “Dialing contacts” on page 48. • Email the contact. See “Emailing contacts” on page 49. Dialing contacts If you are using Real Time on a mobile phone, you can call a contact directly from the contact details. To call a contact 1 View the contact details. See “To view the contact details” on page 47. 2 Click Call.
Emailing contacts Emailing contacts You can compose an email message to a contact directly from the contact details. To send an email message to a contact 1 View the contact details. See “To view the contact details” on page 47. 2 Click Email. The New Message screen appears. The name of the contact automatically populates the recipient list in the new message. Figure 4-4: Contact name in the recipient list 3 Follow steps 4-11 from “To compose a message” on page 37.
Using and managing contacts Figure 4-5: Adding contacts to Contacts To add a contact 1 From the Main menu, choose Contacts. 2 Choose Add Contact. The Add/Edit screen appears. 3 Type text in some or all of the following text boxes: • First Name • Last Name • Company • Email • Home • Business • Fax • Mobile Only a first, last, or company name is required. 4 Click OK. Editing contacts Real Time lets you change contact information in your Contacts. To edit a contact 1 View the contact details.
Deleting contacts Deleting contacts Real Time lets you delete contacts. To delete a contact 1 View the contact details. See “To view the contact details” on page 47. 2 Click Delete. A message appears confirming that you want to permanently delete the contact from the list. Figure 4-6: Delete confirmation screen 3 Click Yes. 4 Click OK.
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Section 5 Managing meetings Real Time has a calendar that lets you keep track of all of your meetings. You can schedule meetings in your calendar and change, delete, and send meeting reminders for all meetings that you schedule. You can also schedule meetings with contacts from Global Contacts. In this section, you will learn how to: • • • • • • View a list of meetings in your calendar. You can the list either by days, weeks, or months.
Managing meetings Viewing Day View When you view the calendar, the Day View appears by default, displaying a list of meetings for the current date. You have the ability to view previous and upcoming meetings on a daily, weekly, or monthly basis. Figure 5-2: Day View screen To view the Day View • From the Main menu, choose Calendar. The Day View screen appears, displaying a list of meetings scheduled for the current date. The selected appointment scrolls to reveal the subject.
Viewing Week View Viewing Week View The Week View lets you view all meetings scheduled within the span of an entire week. You can also view meetings scheduled in upcoming and previous weeks. Figure 5-3: Week View screen To view the Week View 1 From the Main menu, choose Calendar. The Day View screen appears. 2 Click ViewWeek. Tip You can also click ViewWeek from the Month View screen. To view the previous or next week 1 View the Week View.
Managing meetings Viewing Month View The Month View lets you view all meetings scheduled within the span of the current month. You can also view meetings scheduled in the upcoming and previous months. Figure 5-4: Month View screen To view the Month View 1 From the Main menu, choose Calendar. The Day View screen appears. 2 Click ViewMonth. Tip You can also click ViewMonth from the Week View screen. To view the previous or next month 1 View the Month View.
Scheduling meetings Scheduling meetings Real Time lets you schedule meetings and add them to your calendar. You can specify the details of a meeting, including the date, subject, location, start time, duration, and attendees. You can schedule a meeting with a contact directly from the contact detail in Global or Personal Contacts. The contact is automatically added to the recipient list, but you can also add additional attendees.
Managing meetings 5 Type text in the following text boxes: • Subject • Location • Description 6 Repeat until you have filled in all the fields you want. 7 From the Show Time list box, choose one of the following values: • Busy • Free • Out Of Office • Tentative 8 When you have finished editing, click OK. The Start Date screen appears. Figure 5-6: Start Date screen 9 Type text in the following text boxes: • Month • Day • Year • Hour • Minute 10 Click OK. The Duration screen appears.
Viewing details of meetings To schedule a meeting with a current contact 1 View the contact details. See “To view the contact details” on page 47. 2 Click Meet. The Edit Meeting screen appears. 3 Follow steps 3-12 from “To schedule a meeting” on page 57. Viewing details of meetings Real Time lets you view the details of meetings scheduled in your calendar. The details include information such as the date, subject, location, start time, description, duration, and attendees.
Managing meetings Editing details of meetings Real Time lets you change the details of meetings. These details include the date, subject, location, start time, description, duration, and attendees. You can only change the details of meetings that you have created. Figure 5-8: Meeting Detail screen To edit the details of a meeting 1 View the details of a meeting. See “To view the details of a meeting” on page 59. 2 Click Edit. 3 Edit the details of the meeting.
Canceling meetings Canceling meetings When using Real Time, you can cancel the meetings that you organized in your calendar. Note You can cancel only the meetings that you have created. To cancel a meeting 1 View the details of a meeting. See “To view the details of a meeting” on page 59. 2 Click CancelMeeting. This cancels the meeting and notifies all recipients that the meeting has been cancelled.
Managing meetings Figure 5-9: Meeting Reminder screen 3 Choose Enable. 4 Type text in the following text boxes: • Hours • Minutes This is the length of time prior to the meeting that the meeting reminder will be sent. 5 Click OK. To disable the meeting reminder 1 View the details of a meeting. See “To view the details of a meeting” on page 59. 2 Click Remind. 3 Choose Disable.
Section 6 Managing tasks Real Time lets you maintain and update a list of existing tasks and create new tasks from your mobile device. In this section you will learn how to: • • • • • View task details. See “Viewing task details” on page 64. Add new tasks. See “Adding tasks” on page 65. Edit existing tasks. See “Editing tasks” on page 67. Mark tasks as complete. See “Marking tasks as complete” on page 68. Remove tasks from your task list. See “Deleting tasks” on page 68.
Managing tasks Viewing task details You can view detailed information about existing tasks. This includes the subject, priority, status, description, start date, and due date. To view the details of a task 1 From the Main menu, choose Tasks. 2 Choose a task from the task list. The selected task scrolls to show the subject, start date, due date, and status. 3 Click View. The Task Detail screen appears. Figure 6-2: Task Details screen To view the complete task description 1 From the Main menu, choose Tasks.
Adding tasks Adding tasks Real Time lets you add new tasks to the task list. You can specify information—such as the subject, priority, status, and start and due dates—for each task that you create. Figure 6-3: Adding tasks To add a task 1 From the Main menu, choose Tasks. 2 Click Add. The Add Task screen appears. Figure 6-4: Add Task screen In the Add Task screen, you can edit the Subject, Priority, Status, or Description fields. 3 Choose one of these fields. 4 Click Edit.
Managing tasks 6 Choose an item from the following list boxes: • Priority • Status 7 Click Save when you are finished, or click StartDate. 8 If you click StartDate, click Edit to add a start date. Figure 6-5: Start Date screen 9 Type text in the following text boxes, using the following formats: • Month (MM) • Day (DD) • Year (YYYY) 10 Click Save when you are finished, or click DueDate. The Due Date screen appears. 11 If you click DueDate, click Edit to add a due date.
Editing tasks Editing tasks Real Time lets you edit the details of any task in your task list. When you edit a task, you can change any or all of its details. To edit a task 1 From the Main menu, choose Tasks. 2 From the task list, choose a task. 3 Click View. 4 Click Edit.
Managing tasks Marking tasks as complete When you have accomplished a task, you can mark that task as complete in Real Time. After you mark a task as complete, it no longer appears in your list of uncompleted tasks, by default. This setting can be changed by your system administrator. To mark a task as complete 1 From the Main menu, choose Tasks. 2 From the task list, choose a task. 3 Click View. 4 Click Complete. Deleting tasks Deleting a task removes it permanently from the task list.
Section 7 Setting options You can set options, such as: • • • • • • Attachments. Allows you to configure attachments to be forwarded to a third party for conversion. Auto login. When auto login is enabled, you can access the Real Time Main menu from your portal without entering a user name or password. See “Auto login” on page 70. Signature. You can add a signature to the bottom of each email that you send from Real Time. See “Signature” on page 72. Startup.
Setting options Attachments This option allows you to configure the email address of a third party for converting attachments (for example, http://www.equin.com/). When viewing messages or headers, you have the option to forward the email to that email address. A separate email for each attachment is returned, converted to text format. For more information, see “Forwarding attachments to a third party for conversion” on page 38.
Auto login To enable auto login 1 From the Main menu, choose Options. 2 Choose Auto Login. The Auto Login screen appears. Figure 7-2: Auto Login screen 3 Choose Enable. A security warning appears to inform you that you will no longer need a user name or password to sign on to Real Time. 4 Choose Yes. To disable auto login 1 From the Main menu, choose Options. 2 Choose Auto Login. The Auto Login screen appears. 3 Choose Disable.
Setting options Signature You can configure a signature to add to the bottom of each mail that you send from Real Time. Note The signature can be text only. To configure a signature 1 From the Main menu, choose Options. 2 Choose Signature. The Signature screen appears. Figure 7-3: Signature screen 3 Type a signature.
Startup Startup You can set your default startup location. This is the location that will appear after you log in to Real Time, either manually or automatically. To choose your default starting location 1 From the Main menu, choose Options. 2 Choose Startup. The Startup screen appears. Figure 7-4: Startup Screen 3 From the list, choose the location where you want Real Time to start. Your choices are: • Inbox • Calendar • Compose • Contacts • Tasks 4 Click OK.
Setting options Time zone You can set the time zone you are currently in to facilitate appointment, calendar, and other time-based activities on your mobile device. To set your current time zone 1 From the Main menu, choose Options. 2 Choose Time Zone. The Time Zone screen appears. Figure 7-5: Time Zone screen 3 From the list, choose the current time zone. Many cities are listed; choose whichever one is in the current time zone. 4 Click OK.
User profiles User profiles While installing Real Time, the system administrator chooses which mail servers are enabled. For information about mail servers, see the Real Time Administration Guide. You can add, edit, and delete personal profiles for each mail server that the system administrator has enabled. These profiles contain personal information—such as your user name and password—and mail server information—such as its name and domain.
Setting options Figure 7-7: Available Profiles screen 3 Click Add. 4 Choose a mail provider. Different mail providers appear depending on the mail providers that your system administrator has enabled. 5 Depending on the mail provider, specify values for the following: • Display – the name of the profile. This is the name that appears in the Available Providers screen.
About About You can get information about the version of Real Time you are running. To get information about Real Time 1 From the Main menu, choose Options. 2 Choose About.
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Section 8 Addendum for Lotus Domino and Notes This short addendum to the User Manual describes slight differences in the user experience if you are using Real Time with Lotus Domino. Replicating personal address books The personal address book must be replicated to the mail server so that mobile clients can see it. If the address book resides on the machine that is usually used to access Lotus Notes, there is no way for a mobile client—which has a connection to the mail server only—to view them.
Addendum for Lotus Domino and Notes To replicate a Lotus Notes personal address book to the Domino server 1 Start Lotus Notes. 2 Go to your workspace, and select your local address book. 3 From the File menu, choose Replication > New Replica. 4 Select the correct server. For the file name of your local address book replica that resides on the server, you must use the following convention: Loginname_pab.nsf (for example: fflintstone_pab.
Index A C adding appointment .........................................57 contact ...........................................49, 50 meeting .................................................57 recipient ................................................41 email ................................................41 message ..........................................41 task ........................................................65 address book Lotus Notes .........................................80 personal ......
Index contact adding .................................................... 50 browsing ............................................... 46 calling .................................................... 48 changing ................................................ 50 deleting ................................................. 51 detail ...................................................... 47 viewing ........................................... 47 dialing ....................................................
Index F filtering email ......................................................36 message .................................................36 finishing task ........................................................68 forwarding email ......................................................40 message .................................................40 function mobile phone Nokia ..............................................13 UP.Link ............................................. 8 Pocket PC ...................
Index P Palm ............................................................... 3 function ................................................... 4 using ........................................................ 4 personal address book ....................................... 80 personal address book replicating ............................................. 80 personal information management ......... 1 phone ............................................................. 3 phoning contact ..........................
Index T V task adding ....................................................65 changing ................................................67 completing ............................................68 creating .................................................65 deleting .................................................68 detail ......................................................64 editing ....................................................67 finishing .................................................
Index 86
