Contents
Introduction
Who This Book Is For
About OfficeTalk
Planning For OfficeTalk In Your Organisation
Integrating OfficeTalk Into Your Organisation
Security Features
Feature Overview
Supervisor Mode
Diary Mode
Planner Mode
Project Mode
Group Mode
Meeting Mode
Contact Mode
Mail Mode
Notify Mode
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