OfficeTalk 98 User Guide

Introduction

Getting Started

Installing OfficeTalk

Running OfficeTalk for the First Time

Logging on to OfficeTalk

Registering OfficeTalk

Uninstalling OfficeTalk

Supervisor Mode

What Is Supervisor Mode?

Administering Users

Administering Resources

Administering Groups

Administering Planners

Administering Projects

Administering Remote Workgroups

Administering Custom Data

Administering Mail Services

Administering Categories

Administering Event Types

Administering Access Rights

OfficeTalk Services

Publishing Data to the Web

Customising the Working Day

Task Priority Descriptions

Workgroup Details

Supervisor Preferences

Diary Mode

Overview

Managing Your To-Do List

The Daily Appointments View

The Weekly View

The Monthly Appointments View

The Appointment Custom View

The Appointment List

Opening Another User's Diary

Opening a Resource's Diary

Representation of Non Working Days

Events

Viewing Background Activities

Importing and Exporting Diary Data

Showing a Time Zone Bar

Diary Preferences

Group Mode

Overview

What is a Group?

Adding a New Group

Creating a Public Group

Administering Existing Groups

Viewing A Group's Appointments

Group Chart View

Group Table View

Project Mode

Overview

Creating a New Project

Opening a Project

The Project Task List

The Project Window

Assigning Project Tasks To People

Using Project Baselines

Planner Mode

Overview

Creating a New Planner

Planner Keys

The Planner Window

Selecting a Planner

Viewing a Planner in a Remote Workgroup

Showing a Planner in Your Diary

Using a Planner to Block Out Days in your Diary

Using Planner Folders

Printing Planners

Meeting Mode

Overview

Organising a Meeting

Finding the Next Available Meeting Time

Meeting Range

Meeting Invitations Sent to an OfficeTalk User

Meeting Invitations Sent to Non OfficeTalk Recipients

Integration with Microsoft Exchange/Outlook

Viewing the Status of Meetings

Reminding People

Organising a Repeat Meeting

Rescheduling a Meeting

Removing Meeting members

Cancelling a Meeting

Inviting People at a Later Stage

Using Meeting Folders

Finding Out Why a Person Cannot Attend

Contact Mode

Overview

Company View

Contact View

Moving Around the Database

Private and Personal Companies and Contacts

Keeping Notes for a Company or Contact

Categorising Companies and Contacts

Adding a Duplicate Company Record

Adding a Duplicate Contact Record

Manually Checking For Duplicate Companies

Auto Dialling a Company or Contact

Directory View

Searching for Companies and Contacts

Deleting Companies and Contacts

Specifying a Contact's E-Mail Address

Sending an E-mail Message to a Contact

Organising a Meeting with a Contact

Creating a Follow-Up Task

Printing Companies and Contacts

Contact Groups

Conversations

Documents

History View

Importing Company and Contact Data

Exporting Company and Contact Data

Viewing a Remote Workgroup's Address Book

Designing Company and Contact Views

Customising the Contact Database

Contact Mode Preferences

Mail Mode

Overview

Read Mail View

Compose View

Sending Mail

Checking For New Mail

Viewing Incoming Mail

Viewing Sent Mail

Replying to Messages

Forwarding Received Messages

Categorising Mail

Public and Private Mail

Mail Folders

Using Bulletin Boards

The Mail Services

Rules

Mail Preferences

Searching for Mail Messages

Printing Mail

Notify Mode

Overview

Simple Format

While You Were Out Format

Yes/No Format

Respond Format

Checking for Pending Notifications

Checking for Snoozed Notifications

The Contact Address Book

Notification Preferences

General Features

Sorting Data

Grouping Data

Filtering Data

Searching for Data

The Recycle Bin

Linking Data

Start-up Mode

Using Categories

The Calendar

Defining the Working Day

Adding Notes to OfficeTalk Data

Printing

The Shortcut Bar

Viewing Who is Logged On

Database Password Automation

Installing Forms into Microsoft Exchange/Outlook

Importing Data From Microsoft Outlook

Spell Checking In OfficeTalk

Working Offline

Preparing to Work Offline

Working Offline Subsequent Times

Synchronising With the Main Database

Working On-line

Working On-line Temporarily

Remote Workgroups

What Is Remote Workgrouping

Different Remote Workgroup Configurations

Remote Workgroup Replication Strategies

Remote Workgrouping Scenarios

Data Security Between Remote Workgroups

Creating a Remote Workgroup

Viewing Remote Workgroup Information

Replicating Data

Options For Transferring Binary Attachments

The Synchronisation Report

Setting up a Data Source

Customising OfficeTalk

Overview

Customising the Display

Customising the Toolbars

Customising the Tools Menu

Customising Window Buttons and Menus

Customising List Columns

OfficeTalk Application Programming Interface

Overview

Objects and Object Lists

Application Object

Session Object

Users List Object

User Object

Appointments List Object

Appointment Object

Tasks List Object

Task Object

Meetings List Object

Meeting Object

MeetingMembers List Object

MeetingMember Object

Resource List Object

Resource Object

Company List Object

Company Object

Contact List Object

Contact Object

Conversation List Object

Conversation Object

Group List Object

Group Object

Contact Group List Object

Contact Group Object

Planner List Object

Planner Object

Planner Key List Object

Planner Key Object

Planner Booking List Object

Planner Booking Object

Project List Object

Project Object

Message List Object

Message Object

Folder List Object

Folder Object

Dialog Box Help

CSV Export Choice Page

CSV Export Date Range Page

CSV Appointment Export Filter Page

CSV Task Export Filter Page

CSV Export Filter Page

CSV Export File Page

CSV Export Options Page

CSV Import File Page

CSV Import Connections Page

CSV Import Preview Page

Print Tasks Details Page

Print Tasks Font Page

Print Daily Appointments Details Page

Print Daily Appointments Font Page

Print Weekly Appointments Details Page

Print Weekly Appointments Font Page

Print Monthly Appointments Details Page

Print Monthly Appointments Font Page

Print Custom Appointments Details Page

Print Custom Appointments Font Page

Print Appointments List Details Page

Print Appointments List Font Page

Headers & Footers Page

Paper Styles Dialog Box

Paper Style Dialog Box

Saved Print Settings Page

Work Offline Wizard Details Page

Work Offline Existing Workgroup Page

Synchronisation Wizard Method Page

Synchronisation Wizard Direction Page

Folder dialog box

Task Details dialog box

Categories Page

Task Resources Page

Contact Page

Notes Page

Appointment Dialog Box

Items dialog box

Profile Name Page

Profile Format Page

Profile Diary Page

Profile Group Page

Profile Meeting Page

Profile Contact Page

Profile Mail Page

Select Item dialog box

Search Appointments dialog box

Search Items dialog box

Advanced Search Page

Search Saved Settings Page

Search Database dialog box

Who is Logged On dialog box

Select Group dialog box

Customise dialog box

Away From Office dialog box

Event Details Page

Event Occurrences Page

Repeat Frequency Page

Repeat Monthly Page

Non Working Days Page

Ending Page

Event Remind Page

Access Page

Access Rights Page

Diary Page

Custom Day Preferences

Name Style Preferences

Start-up Preferences

Time Format

Background Activities Preferences

Diary Preferences

Tool Details Page

Tools Visibility Menu

Tools Access Menu

Choose Buttons Page

Choose Menu Items Page

Sort Page

Group Page

Group Range Name Page

Group Ranges Page

Filter Simple Page

Advanced Expression Page

Saved Filters Page

Details Page

Item Details Page

Group Members Page

Access Rights Page

Print Group Table Details Page

Print Group Table Font Page

Print Group Chart Details Page

Print Scale Page

Print Group Chart Font Page

Planner Key Details Page

Planner Key Diary Page

Preferences Projects Page

Project Task Details Page

Select Baseline dialog box

Meeting Details Page

Single/Repeat Meeting Page

Inform Recipients Page

Meeting Reminder Page

Search Meetings dialog box

Company Details Page

Company/Contact Access Page

Other Addresses Page

Contact Details Page

Contact Home Address Page

Print Companies Details Page

Print Contacts Details Page

Print History Details Page

Print Conversation

Print Conversation Fonts Page

Print Fonts Page

Contact User Page

Document Details Page

Search Conversations Page

Search Documents Page

Drag/Drop Preferences Page

Vocabulary Preferences Page

Modem Preferences Page

Modem Dialing Preferences

Document Template dialog box

Conversation Details Page

Contact Group Details Page

Contact Group Members Page

Mail Merge Subject Page

Mail Merge Recipients Page

Mail Merge Record Page

Mail Merge Template Page

Make Other Address dialog box

Duplicate Company dialog box

Duplicate Contact dialog box

Search Mail Page

Send Mail Priority Page

Send Mail Route Page

Send Mail Advanced Page

Rule Details Page

Rule Event Page

Rule Condition Page

Rule Action Page

Signature Preferences Page

Send Preferences Page

Print Mail Details Page

Print Mail Fonts Page

Toolbars dialog box

Workgroup Mail Signature Page

Default Property Sheet Page

Workgroup Options Page

Workgroup Polling Page

Workgroup Details Page

Workgroup Profiles Page

Preferences Dates Page

Preferences Special Notes Page

Custom Day Page

Search and Select Item dialog box

User Details Page

User Access Page

Mail Services Page

Resource Details Page

Remote Workgroup Set-up Page

Remote Workgroup Finish Page

Remote Workgroup Name Page

Remote Workgroup Password Page

Remote Workgroup Type Page

Remote Workgroup Get What Page

Remote Workgroup Give What Page

Remote Workgroup Synchronisation Report Page

Remote Workgroup Connection Type Page

Remote Workgroup Data Source Page

Remote Workgroup Replica Data Source Page

Remote Workgroup Gateway Page

Update Times Page

Attachment Update Times Page

Scheduled Event dialog box

Remote Workgroup Email Page

Remote Workgroup Access Page

Remote User Access Rights dialog box

Event Type Details Page

Internet Service Address Page

Internet Service POP3 Page

Internet Service Forwarding Page

Internet Service Host Page

Internet Service Connection Page

Internet Service Virtual Mailboxes Page

Virtual Mailbox File Page

Internet Service Errors Page

Internet Service Log Options Page

Internet Service Users Page

License dialog box

Print Planner Details Page

Print Planner Font Page

Print Project Chart Details Page

Print Project Chart Font Page

Print Project Tasks Details Page

Print Project Tasks Font Page

Resource Booking dialog box

MAPI User Credentials Page

MAPI User Address Page

MAPI User Settings Page

Mail Service Checking Page

VIM User Credentials Page

Category Set Details Page

Category Details Page

Property Sheet Pages Page

Property Sheet Tab dialog box

Customise Toolbar dialog box

CSV Export Filter Page

Choose Recipient dialog box

Contact Address Book dialog box

Change Date dialog box

Viewed Planners dialog box

Choose Columns dialog box

Print Meetings Details Page

Print Meetings Fonts Page

Print History Fonts Page

Document Templates Page

Select User Assign Task dialog box

Internet Service User Address Page

Synchronisation Email Page

Custom Field Details Page

Access Page

HTML Export Publish What Page

HTML Export Upload Directory Page

HTML Export Diary Date Ranges Page

HTML Export Diaries Template Page

HTML Export Diary Display Options

HTML Export Contact Template Page

HTML Export Contact Display Options

Select User dialog box

Directory Services Users dialog box

Priorities dialog box

Registration Wizard Workgroup Name Page

Registration Wizard Licenses Page

Registration Wizard Additional Users Page

Registration Wizard Options Page

Registration Wizard Contact Details

Registration Wizard Feedback Page

Registration Wizard Output Page

Registration Wizard Print Page

Registration Wizard File Page

Registration Wizard E-mail Page

Enter Keycode dialog box

Synchronisation Wizard Dial-up Service Page

Host Server Receive Address dialog box

Schedule Times Page

Return Addresses Page

Polling Period page

Remote Workgroup Attachments Page

Remote Workgroup Options Access Page

Remote Workgroup Options Security Page

Automatic Purge dialog box

Search Page

Dial dialog box

Company Exists dialog box

Contact Exists dialog box

Notifications Preferences Page

E-Mail Access Page

Contents