Jabber Messenger Online Help

Transcription

1 Jabber Messenger Online Help

2 Table Of Contents Welcome... 1 Welcome... 1 What's New in this Release?... 2 Getting Started... 3 Logging In... 3 Creating a New Account... 6 Using Jabber Messenger... 9 Searching for Contacts...13 Setting your Presence Status...15 Using Shortcuts...17 How Do I Change Default Options?...19 Your Contacts...20 Using the Contacts Tab...20 Adding Contacts...21 Managing your Contacts...23 Viewing your Contacts...26 Sending a List of Contacts...27 Adding AOL Instant Messenger Contacts...28 Subscription...30 What is a Subscription?...30 Subscription Requests...32 Chatting...33 Chatting with Contacts...33 Chatting with Community Group Members...34 ii

3 Table Of Contents Chatting in Text Conference Rooms...35 Sending Broadcast Messages...37 Message Fonts and Appearance...38 Working with Chat Transcripts...40 Managing Chat History...42 Managing Offline Messages...46 Community Groups...48 What are Community Groups?...48 Using the Community Groups Tab...49 Managing your Community Groups...50 Add a Community Group Member to your Contact List...52 Text Conferencing...53 What is Text Conferencing?...53 Using the Text Conferencing Tab...56 Roles within a Room...57 Affiliations within a Room...59 Invitations to Rooms...61 Creating Rooms...62 Joining Rooms...63 Favorite Rooms...66 Adding a Room Occupant to Contact List...67 Changing the Room Subject...68 Managing Room Transcripts...69 Managing Room History...71 Filtering Rooms...74 Managing your Membership...76 iii

4 Jabber Messenger Online Help Room Administration...77 Overview...77 Managing Room Members...78 Modifying Room Options...81 Moderating Room occupant...82 Deleting Permanent Rooms...83 File Transfer...84 What is File Transfer?...84 Sending Files to Contacts...85 Sending Files to Community Group Members...86 Sending Files to Room Occupants...87 Posting Files in Text Conference Rooms...88 Customizing your client...89 What are Options?...89 General Options...90 Appearance Options...92 Contacts Options...95 Messages Options...97 Presence Options Text Conferencing Options Hotkeys Options Preference Troubleshooting Identity Settings Modifying your Profile Changing your Password Dynamic Content iv

5 Table Of Contents Using Dynamic Content Collaboration Tools Initiating a WebEx Meeting Transports What are Transports? Registering with the Transport Unregistering from Transports Logging in and out of Transports Adding Transport Contacts Transport Compatibility Disclaimer Index v

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7 Welcome Welcome Welcome to Jabber Messenger! Jabber Messenger (JM) is an advanced, full-featured Instant Messaging and content delivery system that runs on Windows desktop systems. JM provides the immediacy and convenience of Instant Messaging (IM) conversations with friends and colleagues. IM conversations allow you to send and receive "chat" messages on a one-to-one basis. What do you want to do? Learn your way around Jabber Messenger Search for contacts Talk to people (chat) Broadcast a message Manage your contacts Join a room Send a file Customize Jabber Messenger (set your preferences) 1

8 Jabber Messenger Online Help What's New in this Release? Jabber Messenger includes the following enhancements with this release: Timestamp Formatting The Timestamp formatting feature allows you to change the format of the timestamp for messages as: Microsoft Windows Regional Options 24-hour notation with leading zeros 24-hour notation 12-hour notation This feature is configured in the Tools > Options > Appearance tab. Text Conferencing Message History Retrieval Text Conferencing rooms now include the number of total messages retrieved for the date selected on the message history calendar. 2

9 Getting Started Logging In You can log in to the server using only the basic options, or, if you are a more advanced user, you can specify a number of details about your connection. Log in 1. Click the Click Here to Login link on the main window. 2. Select the I have an existing account radio button. 3. In the Username box, enter your username. The username is the first part of your Jabber ID, for example jsmith. 4. In the Password box, enter your password. 5. The Domain text box will have a default server. To change the default server value, type the domain name for the server where you want to log in. The domain is the second part of your Jabber ID. For example, if your Jabber ID is jsmith@example.com, the domain is example.com. 6. In the Resource box, enter a resource name. You cannot log in if this text box is empty. In addition, the resource name uniquely identifies the client you logged in with. If you are online with multiple clients at the same time, you must indicate a different unique resource name for each client. For example, Home Desktop, Work Desktop and so on. If the Resource box is disabled, click... to change the resource name. In the Enter resource box, enter a new resource name and then click OK. 7. If enabled, select the Save password checkbox. When selected, you do not have to re-enter your password each time you log in. 8. If enabled, select the Automatically login with this information checkbox. When selected, the client automatically logs into the server each time you open it. 9. If desired, select the Use a secure connection checkbox. For this option to be available, your administrator must have enabled secure connection on the server. 10. Click Finish. Log in with advance options 1. Click the Click Here to Login link on the main window. 2. In the Username box, enter your username. The username is the first part of your Jabber ID, for example jsmith. 3. In the Password box, enter your password. 4. The Domain text box will have a default server. To change the default server value, type the domain name for the server where you want to log in. The domain is the second part of your Jabber ID. For example, if your Jabber ID is jsmith@example.com, the domain is example.com. 5. In the Resource box, enter a resource name. You cannot log in if this text box is empty. In addition, the resource name uniquely identifies the client you logged in with. If you are online with multiple clients at the same time, you must indicate a different unique resource name for each client. For example, Home Desktop, Work Desktop and so on. 3

10 Jabber Messenger Online Help If the Resource box is disabled, click... to change the resource name. In the Enter resource box, enter a new resource name and then click OK. 6. If enabled, select the Save password checkbox. When selected, you do not have to re-enter your password each time you log in. 7. If enabled, select the Automatically login with this information checkbox. When selected, the client automatically logs into the server each time you open it. 8. If desired, select the Use a secure connection checkbox. For this option to be available, your administrator must have enabled secure connection on the server. 9. Click Next. The Connection Options dialog box appears. 10. In the Host box, enter the host name of the server where you want to connect. This text box should contain a Fully Qualified Domain Name (FQDN). 11. In the Port box, enter the port of the server on which you want your client to connect. 12. If you need to set up a proxy server connection, click Next and follow the instructions in the Proxy server section below. Otherwise, go the next step. 13. Click Finish. Log in using a proxy server 1. On the Proxy Information window of the Login wizard, select the Connect via a SOCKS 5 proxy radio button. 2. In the SOCKS Server box, enter the Fully Qualified Domain Name (FQDN) or IP address for the proxy server. 3. In the SOCKS Port box, enter the port on which you will connect to the proxy server. 4. If your proxy server requires you to authenticate with it, in the Proxy username and Proxy password boxes type your username and password for the proxy account. 5. Click Finish. Invalid security certificate If Use a secure connection is selected and an invalid Security Certificate exists, the Invalid Security Certificate dialog box appears with the reason why the Security Certificate is invalid. You can select one of the following: Accept for this session only to use the invalid certificate for this session. The next time you log in, you will be prompted with the Invalid Security Certificate dialog box if the Security Certificate is invalided. Accept for all sessions to use the invalid certificate for all log in sessions. You will not be prompted again. Reject this certificate to reject the invalid certificate, and you will not be able to log in. The next time you log in, you will be prompted with the Invalid Security Certificate dialog box if the Security Certificate is invalided. View this certificate to review the invalid certificate. Click Close when you are done. 4

11 Getting Started Log out From the File menu, click Log Out. To log out and close Jabber Messenger: From the File menu, click Exit Jabber Messenger. Disable automatically login 1. Log into Jabber Messenger. 2. From the File menu, click Log Out. 3. Click the Click Here to Login link on the main window. The Login window appears. 4. Clear the Automatically login with this information checkbox so that it does not contain a checkmark. 5. Continue logging back in as normal. The next time you log into Jabber Messenger, you need to enter your username and password. 5

12 Jabber Messenger Online Help Creating a New Account You can create a new account to use for logging into Jabber Messenger and specify a number of details about your connection. Create a new account 1. Click the Click Here to Login link on the main window. 2. Select the I want to create a new account radio button. 3. In the Username box, enter your username. The username is the first part of your Jabber ID, for example jsmith. 4. In the Password box, enter your password. 5. The Domain text box will have a default server. To change the default server value, type the domain name for the server where you want to log in. The domain is the second part of your Jabber ID. For example, if your Jabber ID is jsmith@example.com, the domain is example.com. 6. In the Resource box, enter a resource name. You cannot log in if this text box is empty. In addition, the resource name uniquely identifies the client you logged in with. If you are online with multiple clients at the same time, you must indicate a different unique resource name for each client. For example, Home Desktop, Work Desktop and so on. If the Resource box is disabled, click... to change the resource name. In the Enter resource box, enter a new resource name and then click OK. 7. If enabled, select the Save password checkbox. When selected, you do not have to re-enter your password each time you log in. 8. If enabled, select the Automatically login with this information checkbox. When selected, the client automatically logs into the server each time you open it. 9. If desired, select the Use a secure connection checkbox. For this option to be available, your administrator must have enabled secure connection on the server. 10. Click Next. The Registration Information dialog box appears. 11. In the Confirm password box, enter your password again. The password must match the password you entered in the previous step above. 12. Click Next. The Connection Options dialog box appears. 13. In the Host box, enter the host name of the server where you want to connect. This text box should contain a Fully Qualified Domain Name (FQDN). 14. In the Port box, enter the port of the server on which you want your client to connect. 15. Click Next. The Proxy Information dialog box appears. 16. Select the Connect directly to the server radio button or select the Connect via a SOCKS 5 proxy radio button. If you selected the Connect via a SOCKS 5 proxy option: In the SOCKS Server box, enter the Fully Qualified Domain Name (FQDN) or IP address for the proxy server. In the SOCKS Port box, enter the port on which you will connect to the proxy server. 6

13 Getting Started If your proxy server requires you to authenticate with it, in the Proxy username and Proxy password boxes type your username and password for the proxy account. 17. Click Next. The Registration Information dialog box appears. 18. In the First Name box, enter your first name. 19. In the Last Name box, enter your last name. 20. In the box, enter your address. 21. Click Next. The Registration Summary dialog box appears. 22. In the Registration Summary dialog box, you can: 23. Click Finish. Change your Resource name. In the Resource box, enter a resource name. You cannot log in if this text box is empty. In addition, the resource name uniquely identifies the client you logged in with. If you are online with multiple clients at the same time, you must indicate a different unique resource name for each client. For example, Home Desktop, Work Desktop and so on. If the Resource box is disabled, click... to change the resource name. In the Enter resource box, enter a new resource name and then click OK. If enabled, clear or select the Save password checkbox. When selected, you do not have to re-enter your password each time you log in. If enabled, clear or select the Automatically login with this information checkbox. When selected, the client automatically logs into the server each time you open it. Invalid security certificate If Use a secure connection is selected and an invalid Security Certificate exists, the Invalid Security Certificate dialog box appears with the reason why the Security Certificate is invalid. You can select one of the following: Accept for this session only to use the invalid certificate for this session. The next time you log in, you will be prompted with the Invalid Security Certificate dialog box if the Security Certificate is invalided. Accept for all sessions to use the invalid certificate for all log in sessions. You will not be prompted again. Reject this certificate to reject the invalid certificate, and you will not be able to log in. The next time you log in, you will be prompted with the Invalid Security Certificate dialog box if the Security Certificate is invalided. View this certificate to review the invalid certificate. Click Close when you are done. 7

14 Jabber Messenger Online Help Log out From the File menu, click Log Out. To log out and close Jabber Messenger: From the File menu, click Exit Jabber Messenger. 8

15 Getting Started Using Jabber Messenger This topic describes how to use the Jabber Messenger interface. What is the Navigator? The Navigator refers to the portions of the main window that you use to move around within Jabber Messenger. Navigator elements cannot be docked or undocked, and are always in view in Jabber Messenger. The Navigator is composed of: The Contacts tab The Community Groups The Text Conferencing The Dynamic Content tab tab tab Note: The Navigator may include other tabs depending on how your system administrator configured your server. Use the arrow buttons to flip between the available tabs. If you resize the window, you will see the tabs again. Use the main window The main window is split into a number of different elements. Left-pane The left-pane is called the Navigator. The Navigator is composed of: The Contacts tab The Community Groups The Text Conferencing The Dynamic Content tab tab tab Note: The Navigator may include other tabs depending on how your system administrator configured your server. 9

16 Jabber Messenger Online Help Center-pane The center-pane is the main working area of Jabber Messenger. Each conversation you have is contained in a separate tab in this area. Likewise, when you join a text conference room, view Broadcast Messages or view Offline Message, it appears in a tab. You can flip through the tabs as needed by clicking on them. You may need to click the previous arrow or next arrow buttons to see all of the tabs if you have a large number of them open. Right-pane The right-pane changes according to what you have selected in the center-pane. If you have a one-to-one chat active in the center-pane, the right-pane contains your chat history calendar. For instance, if you have a conversation with John Smith active in the center-pane, this pane contains the chat history calendar of your conversations with this contact. Note: If you have a text conferencing room selected in the center-pane, the rightpane contains a list of the occupants in the room, their current status and a Room History calendar for selecting room transcript history. Menu bar A menu bar stretches across the top of Jabber Messenger to provide access to a number of different features. The Actions menu contains options that change depending on which part of the main window is active. Resize window panes The different elements on the main window may be stretched and resized to your preference. On the main window, point to one of the vertical bars, for example the vertical bar between the Contact list and Chat area, and notice that the pointer changes to a double-headed arrow. To change the width Point to a left or right vertical bar or window border. When the pointer changes into a horizontal double-headed arrow, drag the border to the right or left. To change the height Point to the top or bottom window border. When the pointer changes into a vertical doubleheaded arrow, drag the border up or down. To change the height and width simultaneously Point to any window corner. When the pointer changes into a diagonal double-headed arrow, drag the border in any direction. 10

17 Getting Started Dock windows and undocking tabs You can undock tabs into individual windows and dock windows into tabs by using the Dock and Undock options. To undock tabs On the Window menu, choose Undock this tab to make the tab a new window. Right-click the conversation tab label and chose Undock to make the tab a new window. On the conversation tab, choose the undock this tab new window. button to make the tab a To dock windows On the Windows menu, choose Dock this window to dock chats, text conference rooms, room filters, dynamic content, Offline Messages and Broadcast Messages as tabs. On the conversation window, choose the dock this window window to a tab on the center-pane in Jabber Messenger. button to dock the To close dock tabs or undock windows On the conversation tab, click the Close button. Right-click the conversation tab label and choose Close. On the conversation window, from the File menu, choose Close. By default all the message windows are docked. You can change this option by clicking Options on the Tools menu and then the Appearance tab. Navigator elements may not be undocked. These elements include the Contacts tab, the Community Groups tab, and the Text Conference tab. 11

18 Jabber Messenger Online Help Use the toolbar The toolbar contains shortcuts to commonly used features. Click the arrow next to the presence status button to change your presence information. Select a new status from the drop-down menu. Your current status has a checkmark next to it. The New button provides quick access to adding contacts and text conferencing rooms. Select Contact to add someone to your contact list. Select Group to create a group within your contact list. If text conferencing is available, select Room to create a new text conferencing room. Select Room Filter to create a new filter for text conferencing. Exit Jabber Messenger If you click the X button in the right-hand corner of Jabber Messenger, it minimizes to your Windows taskbar, but you remain logged into the server and are still able to receive messages. To completely exit Jabber Messenger, you must click Exit Jabber Messenger from the File menu. 12

19 Getting Started Searching for Contacts When you first start using Jabber Messenger, you need to locate people and add them to your contact list or subscribe to community groups. Search for contacts and add them to your contact list Once you add people to your contact list, they appear in the Contacts tab each time you log into Jabber Messenger. Next to each contact's name, you'll find a current "presence" that indicates whether the person is online and available to chat. 1. On the main window's toolbar, select the arrow next to the New button and then click Contact from the shortcut menu. 2. Select the I want to search for the contact radio button. 3. Select the Search Directory you want to search from the drop-down list. The choices available to you depend on how the system administrator has set up your server. 4. Click Next. 5. Enter characters in one or more of the available search fields. Entering less information usually enables the search to return more results. You can also use a wildcard to see larger result sets. The wildcard can be * or % depending on the user directory service. For example, you can enter J* to find all names that start with 'J'. You can enter more characters to limit the search result to a smaller number. 6. Click Next. After a few moments, your search results display. Tip: Select a contact and click View Profile to see the person's profile information. 7. If the results do not contain the contact you wanted to find, click Back to modify your search options. 8. Select the contacts or groups you want to add to your contact list. To select consecutive contacts, click the first contact, press and hold down Shift, and then click the last contact. To select nonconsecutive contacts, press and hold down Ctrl, and then click each contact. 9. Click Next. 10. In the Modify Contact Details dialog box, you can select or clear the contacts to add. Enter a Display Name for the contact. The contact will appear in your contact list under this name. Then select a folder from the Add to folder drop-down list. If you do not select a folder, the contact will appear in the Unfiled contact folder. Click Ok. 13

20 Jabber Messenger Online Help 11. In the Specify Contact Details dialog box, enter a Display Name for the contact. The contact will appear in your contact list under this name. Then select a group from the Add to the group drop-down list. If you do not select a group, the contact will appear in the Unfiled contact group. 12. Click Finish. A subscription request is sent to the contacts. If the contact accepts your subscription request, the person is added to your contact list. Subscribe to community groups The Community Groups tab appears in the left-pane next to your contact list. Like your regular contacts, it lists the current status for members of the community group if permission to view presence is allowed. 1. Click the Community Groups tab so that it is active. 2. From the File menu, click New and then Community Groups or click the arrow next to New on the toolbar and choose Community Groups. The Community Groups wizard appears displaying the available community groups. 3. Review the list of available community groups and determine the ones to which you want to subscribe. Your permission level for each group is noted next to the group name. Permission All Broadcast View Members View Presence Description You can broadcast messages to the group, view group members and view the group member's presence. You can broadcast messages to the group. You can view group members. You can view the group member's presence 4. Select the groups to which you want to subscribe. 5. Click OK. The selected groups appear in the Community Groups tab. 6. Click the + button to expand a community group. All of the contacts for that group display. In some cases, your system administrator may not permit the individual contacts in a group to display, and you will be unable to perform this step. 14

21 Getting Started Setting your Presence Status Setting the presence status lets your contacts know whether you are available, away, or don't want to be disturbed. You can select from several built-in status messages, and you can add customized text status messages. Change your presence status The presence status button is located in the upper left-hand corner of the Jabber Messenger window on the toolbar. The drop-down list contains three status types (Available, Away, and Do Not Disturb) with specific text status messages under each. 1. Click the presence status button or click the arrow next to the presence status button, the status type list displays: 2. Select a status type from the list. Your status changes to the selected type. Everyone subscribed to your presence (that is, everyone who has you in their contact list) sees the updated status information. For example, contacts are notified that your status is now available. In addition, you can change your presence status from the Actions menu by clicking Status and then choosing the status type from the list. Customize a text status message 1. From the Tools menu, click Options and then select the Presence tab in the Options window. You can also click the arrow next to the presence status button and choose Customize on the shortcut menu. 2. Click Add under the presence type where you want to add a new text status. For example, click Add under the Away category to add a new text status to the Away list. 3. Type your text status message in the provided text box. Click OK when finished. 4. Click OK to close the Options window. The main window appears. 5. Click the arrow next to your presence status button. Your new custom text status will appear in the list under the category where you added it. Remove a customize text status message 1. From the Tools menu, click Options. 2. Select the Presence tab in the Options window. 15

22 Jabber Messenger Online Help 3. Select the text status message you want to remove from the presence type: Available, Away or Do No Disturb list. 4. Click Remove under the presence type where you want to remove the text status. For example, click Remove under the Away category to remove the selected text status from the Away list. 5. Click OK to close the Options window. The main window appears. 6. Click the arrow next to your presence status, and move your pointer over the category where you removed the text status message. Your custom text status will not appear in the list. 16

23 Getting Started Using Shortcuts Jabber Messenger uses many shortcuts that are available in most Windows applications. You will find a few of the frequently used shortcuts here. Use right-click Right-clicking items in Jabber Messenger provides access to a shortcut menu. Shortcut menus contain actions you might want to take with the selected element. All of the shortcut menu options are available through the regular menu bar. However, you may find it quicker to access them by right-clicking. Try right-clicking different elements in Jabber Messenger. For example, right-click a contact and a menu with options appropriate to that contact appears. Now, right-click a community group and different options appear. Use keyboard shortcuts for message composer Key Backspace Delete Enter Ctrl + Enter Ctrl + A Ctrl + C Ctrl + X Ctrl + V Description Deletes a character to the left. Deletes a character to the right or selected text. Adds a new line in the chat message or sends the message if the Enter key sends message option is selected in General Preferences. Adds a new line in the chat message if the Enter key sends message option is selected in General Preferences. Selects all items on the current chat message. Copies the selected items to the Clipboard. Removes the selected items and copy them to the Clipboard. Inserts the contents of the Clipboard at the selected location. 17

24 Jabber Messenger Online Help Use keyboard shortcuts for basic navigation Use the following shortcuts to select contacts and groups without using a mouse in the Send Contacts, Invite to Room, and Broadcast Message dialog boxes. Key Right Arrow Left Arrow Up Arrow Down Arrow Ctrl + Tab Shift + Tab Spacebar Expands a group Collapses a group Goes to the previous item Goes to the next item Description Moves to the next option or option group Moves to the previous option or option group Selects the group or contact or clears the group or contact selection Use the following shortcuts to select the background color without using a mouse for Room Filters. Key Right Arrow Left Arrow Up Arrow Down Arrow Ctrl + Tab Shift + Tab Spacebar Description Moves to the next color to the right Moves to the next color to the left Moves up to the previous color Moves down to the next color Moves to the next option or option group Moves to the previous option or option group Selects the color Use Hotkeys Hotkeys can be used to insert a frequently used phrase or text in one-to-one chats, text conference room chats, broadcast messages or transcripts. You can set up a hotkey with your customize text message by going to Tools > Options > Hotkeys page. Currently, the Function keys (F1 through F12) are used for hotkeys in Jabber Messenger. You can see a list of predefined hotkeys by clicking the Hotkey button on the Rich Text Composer toolbar or by selecting the Hotkey menu option on the Actions menu. 18

25 Getting Started How Do I Change Default Options? While Jabber Messenger contains a number of default settings to help you get started, you may want to customize how your client handles common events. For example, do you want to hear a sound each time a message arrives or to flash the task bar? Do you want toast pop-ups from the bottom of your screen each time a contact logs in? Each of these preferences, and many others, are set on the Options window. To open the Options window, click Options from the Tools menu. For more information about preferences, see the Customizing your client topics: What are options? General Appearance Contacts Messages Presence Text Conferencing Troubleshooting preferences 19

26 Your Contacts Using the Contacts Tab The Contacts tab contains a list of all your contacts. That is, each time you subscribe to someone, they are added to this tab. By reviewing the tab, you can see who is online and their current presence status. For example, you can see if they are available, away, or in Do Not Disturb (DND) mode. Common actions taken on the Contacts tab include: Chatting with contacts Adding contacts Sorting contacts into groups Try right-clicking a contact and reviewing the options available on the shortcut menu. 20

27 Your Contacts Adding Contacts You must subscribe to other Jabber users before you can communicate with them. When your subscription request is accepted, a contact is added to your Contacts list, and you automatically receive information about the contact's presence. Refer to the What is a subscription? topic for a complete description of the concept of subscriptions. When you know a contact's ID, you can quickly add the contact using the Add Contact window. If you don't know the contact's ID, you can search for it in your user directory, and then add the contact. Search for a contact You can search for a contact and then add the contact. 1. On the main window's toolbar, select the arrow next to the New button and then click Contact from the shortcut menu. 2. Select the I want to search for the contact radio button. 3. Select the Search Directory you want to search from the drop-down list. The choices available to you depend on how the system administrator has set up your server. 4. Click Next. 5. Enter characters in one or more of the available search fields. Entering less information usually enables the search to return more results. You can also use a wildcard to see larger result sets. The wildcard can be * or % depending on the user directory service. For example, you can enter J* to find all names that start with 'J'. You can enter more characters to limit the search result to a smaller number. 6. Click Next. After a few moments, your search results display. Tip: Select a contact and click View Profile to see the person's profile information. 7. If the results do not contain the contact you wanted to find, click Back to modify your search options. 8. Select the contacts or groups you want to add to your contact list. 9. Click Next. To select consecutive contacts, click the first contact, press and hold down Shift, and then click the last contact. To select nonconsecutive contacts, press and hold down Ctrl, and then click each contact. 21

28 Jabber Messenger Online Help 10. In the Modify Contact Details dialog box, you can select or clear the contacts to add. Enter a Display Name for the contact. The contact will appear in your contact list under this name. Then select a folder from the Add to folder drop-down list. If you do not select a folder, the contact will appear in the Unfiled contact folder. Click Ok. 11. In the Specify Contact Details dialog box, enter a Display Name for the contact. The contact will appear in your contact list under this name. Then select a group from the Add to the group drop-down list. If you do not select a group, the contact will appear in the Unfiled contact group. 12. Click Finish. A subscription request is sent to the contacts. If the contact accepts your subscription request, the person is added to your contact list. Add a contact by IM account ID You can add a contact when you know the person's IM account ID. 1. On the main window's toolbar, click the arrow next to the New button and then choose Contact on the shortcut menu. 2. Select the I know the contact's IM account ID radio button. 3. Select the IM Network you want to search from the drop-down list. The choices available to you depend on how the system administrator set up your server. If the contact is on an IM network other than Jabber (for example, MSN Transport or AIM), select the appropriate IM network from the dropdown list. Other IM networks are only available if enabled by your system administrator. 4. Click Next. 5. Type the Jabber ID for the contact in the first text box. 6. Enter a display name for the contact. The contact will appear in your contact list under this name. 7. Select the Group where you want the contact to appear from the Add to the group drop-down list. If you do not select a group, the contact will appear in the Unfiled contact group. 8. Click Finish. A subscription request is sent to the contact. 22

29 Your Contacts Managing your Contacts Once people are added to your Contact list, you have a number of options for organizing and managing them. The term "groups" in this topic refer to the groups in which your contacts are organized. In contrast, the system administrator manages Community Groups. You may view or hide them, but cannot move individuals between them. Rename a contact 1. Select the contact's display name. 2. From the Actions menu, click Rename or right-click and choose Rename on the shortcut menu. 3. Type a new name for the contact. 4. Click OK. Rename a contact from the profile If configured on the server, you can rename a contact from profile. 1. Select the contact's display name. 2. From the Actions menu, click Rename from Profile or right-click and choose Rename from Profile on the shortcut menu. The contact's name is pulled from his or her profile. View additional contact information 1. Select the contact's display name. 2. From the Actions menu, click View Profile or right-click and choose View Profile from the shortcut menu. The profile information for the contact is pulled from the server and displayed. Subscribe to an observer 1. Select the observer's display name. 2. From the Actions menu, click Subscribe to this observer or right-click and choose Subscribe to this observer from the shortcut menu. A subscription request is sent to the observer. After the observer accepts your subscription request, the observer becomes a contact. 23

30 Jabber Messenger Online Help Remove a contact 1. Select the contact's display name. 2. From the Actions menu, click Remove or right-click and choose Remove from the shortcut menu. 3. Select Remove this contact from my contact list completely option to completely remove the contact from the contact list and contact group. Select Remove this contact from the "group name" group only option, where "group name" is the name of the contact group from which you are removing the contact. This option is active when a contact appears in more than one contact group. Selecting this option removes the contact just from this contact group. 4. Click OK. Create a group in the Contacts tab 1. In the main toolbar, select the down arrow next to the New button and then choose Group from the shortcut menu. 2. Type a name for the group in the text box. 3. Click OK. The new group appears in your Contacts tab. Move contacts between groups 1. Select the contact's display name. You can also select multiple contacts and groups. To select consecutive contacts, click the first contact, press and hold down Shift, and then click the last contact. To select nonconsecutive contacts, press and hold down Ctrl, and then click each contact. 2. From the Actions menu, click Move To or right-click and choose Move To on the shortcut menu. You can also drag-and-drop the contacts into the desired group. 3. Select the group where you want to place the contact. The contact moves to the selected group. 24

31 Your Contacts Copy a contact to another group 1. Select the contact's display name. You can also select multiple contacts. To select consecutive contacts, click the first contact, press and hold down Shift, and then click the last contact. To select nonconsecutive contacts, press and hold down Ctrl, and then click each contact. 2. From the Actions menu, click Copy To or right-click and choose Copy To on the shortcut menu. You can also press and hold down Ctrl and drag-and-drop the contacts into the desired group. 3. Select the group where you want to place the contact. The contact is copied to the selected group. Rename a group 1. Select the group name. 2. From the Actions menu, click Rename or right-click the group and choose Rename on the shortcut menu. 3. Type a new name for the group. 4. Click OK. Remove a group 1. Select the group name. 2. From the Actions menu, click Remove or right-click the group and choose Remove on the shortcut menu. 3. Click OK to confirm that you want to remove the group. 25

32 Jabber Messenger Online Help Viewing your Contacts All of your contacts are listed on the Contacts is displayed on this tab using the View menu. tab. You can modify how information Presence indicators There are a number of standard icons that indicate the current presence of your contacts: The contact is online and available. This contact can observe your presence, but you are not receiving updated presence information about him. The contact is online, but away. The contact is online, but does not want to be disturbed. The contact is offline. Change the view of your Contact list 1. Click the Contacts tab to make it active. 2. From the View menu, click Text Status. The text status displays the full status message for your contacts in addition to the default presence status. When disabled, you can still determine whether or not people are available via their presence icon (for example, or ). 3. From the View menu, click Offline Contacts. When enabled, your contact list displays people who are not currently logged in. You may want to disable Offline Contacts so that your contact list only displays people who are online. 4. From the View menu, select Observers. When enabled, your Contact list displays observers with an eyeglass icon. See also Adding contacts Managing your contacts 26

33 Your Contacts Sending a List of Contacts You can send a list of your contacts to other contacts, and they can send their list of contacts to you. Send your list of contacts to other contacts 1. From the Actions menu, click Send Contacts. 2. Type a message to send along with the list. 3. In the first column, select the contacts you want to send. You can check a group or several contacts. 4. In the second column, select the contact or contacts that should receive the list of contacts. 5. Select the Include nicknames checkbox if you want to include the contact's nickname. 6. Click OK to send the list of contacts. Receive a list of contacts A Received Roster dialog box displays with a list of contacts. 1. Select the contacts you want to add to your contact list. 2. Click OK to add. A subscription request is sent to all the contacts you have selected. See also Chatting with people Sending a broadcast message 27

34 Jabber Messenger Online Help Adding AOL Instant Messenger Contacts You can subscribe to AOL Instant Messenger (AIM ) contacts, view their presence and exchange one-to-one chats. Your system administrator must configure AIM Gateway from Jabber in order for AIM features to be available in Jabber Messenger. You cannot invite AIM contacts to conference rooms or view AIM contacts' profile information. In addition, you cannot send messages to offline AIM contacts. Add an AIM contact 1. On the main window's toolbar, click the arrow next to the New button and then choose Contact on the shortcut menu. 2. Select the I know the contact's IM account ID radio button. 3. In the Select IM Network box, select AIM from the drop-down list. 4. Click Next. 5. In the Contact ID box, enter the AIM contact's IM account ID. Typically, the screen name followed is the AIM's contact's IM account ID. For example, jimbrown@aol.com. 6. Type a display name for the AIM contact. The AIM contact will appear in your contact list under this name. 7. Select the Group where you want the AIM contact to appear from the dropdown list. 8. Click Finish. AIM presence status (Available) - Online and available to chat (Away) - Online and unavailable * (Offline) - Offline 28

35 Your Contacts * To see the Away status text, choose Text Status on the View menu. Import your AIM Buddy List You can import your AIM Buddy List into Jabber Messenger. Note: Your system administrator must configure the AIM Gateway from Jabber in order for you to import the AIM Buddy List in Jabber Messenger. 1. Log in to AIM. 2. From the My AIM menu, select Save Buddy List. 3. In the Save Buddy List dialog box, select the group or groups you want to export. 4. Enter a file name and go to the directory where you want to save the Buddy List file. 5. Click Save. 6. Open Jabber Messenger and log in. 7. From the File menu, select Import AIM Buddy List. 8. In the Open dialog box, select the saved Buddy List file on your computer. For example, AIM_buddies.blt. 9. Click Open. See also The AIM Buddy List (group or groups) is added to your Contact list. Managing your contact list 29

36 Subscription What is a Subscription? Subscriptions refer to how you add others to your Contacts list. Unlike some instant messaging clients, Jabber Messenger does not allow you to be added to someone's Contact list without your permission. Likewise, you must get permission from others to add them to your Contact list. This concept is called subscribing to another person. By managing your subscriptions, you control who can see your presence information. Subscription Process While the procedure for adding contacts are available in the Add Contacts topic, you may find the information provided here helpful in understanding the subscription process. When you add a person to your contact tab, a number of things happen: The person receives a subscription request stating that you want to add him or her as a contact to your Contact list. The person can grant permission for you to add him or her as a contact to your Contact list. However, the person has the option to add you as a contact or as an observer. The person denies your request. You cannot add him or her to your Contact list. As you can see, the subscription process enables you to control who views your online presence. No one can add you to his or her Contacts list unless you permit it. 30

37 Subscription Subscription Request When someone attempts to add you to his or her Contact list, a Subscription Request dialog box appears on your screen. You can: Accept the subscription and be added as contacts to each other's Contact list. Click Advanced>> and select one of the following options: Add as a Contact Add this person as a contact in your Contact list and allow this person to see your presence. Add as an Observer Add this person as an observer, and allow this person to see only your presence but do not add this person to your Contact list. This arrangement is especially useful for people who have a large number of contacts. For example, if you are providing technical support to a group of people, those people will want to know when you are online and available. On the other hand, you probably don't need to see all of their presence changes. You can view all observers by choosing Observer on the View menu. Observers appear on your Contact tab with an eyeglass icon. You can deny the subscription. You will not be added to this person's Contact list. Subscription Options The Contacts Preferences enables you to control how subscription requests are handled by default. If you don't want to be bothered with subscription requests, you can tell Jabber Messenger to always accept (or deny) the requests. Jabber Messenger will handle the requests automatically. You can also indicate the group where you want new contacts to appear. For example, you may want all new contacts to appear in Unfiled Contacts until you decide where to put them later. See the Contacts Options topic and then the Subscriptions section for setting subscription options. 31

38 Jabber Messenger Online Help Subscription Requests When someone attempts to add you to his or her contact list, the Subscription Request dialog box appears on your screen. Accept a subscription request 1. Click View Profile if you want to see more information about this person. 2. Click Start Chat if you want to send this person a message. Clicking Start Chat does not impact your ability to accept or deny the subscription. 3. Type a display name for the person. The person will be listed in your Contacts tab by the name you typed here. 4. Select a group from the drop-down list. The person will appear in your contact list under the selected group. 5. If desired, click Advanced >> for advanced subscription options. The advanced options are: 6. Click Accept. Add as a Contact This option indicates that you want to allow this person to see your presence, and in turn you will see this person's presence. Selecting this option causes a subscription request to be sent on your behalf to the person. Add as an Observer This option indicates that you want to allow this person to see your presence, but that you do not want to subscribe to him or her. This person is added as an observer. This arrangement is especially useful for people who have a large number of contacts. For example, if you are providing technical support to a group of people, those people will want to know when you are online and available. On the other hand, you probably don't need to see all of their presence changes. You can view all observers in your contact list by choosing Observer on the View menu. Observers appear on your Contact tab with an eyeglass icon. Deny a subscription request Click Deny. You will not be added to this person's Contacts list. See also What is a subscription? Subscription options 32

39 Chatting Chatting with Contacts Once you have added a few people to your contact list, you are ready to start chatting. You can start a chat session, undock the chat tab or dock the chat window. Start a chat session 1. Select the Contacts tab. 2. Double-click someone in your contact list. A chat area appears in the centerpane of the main window. 3. Type your message in the bottom of the chat tab or window. 4. Click Send or press Enter to send the message. Undock the chat tab 1. Click the chat tab so it is active. 2. From the Windows menu, click Undock this Tab or click the button. Dock the chat window 1. Click the chat window so that it is active. 2. From the Windows menu, click Dock this Window or click the button. See also Chat Display window Message Appearance 33

40 Jabber Messenger Online Help Chatting with Community Group Members You can chat with contacts in community groups just as you would with people in your regular contact list. All of the standard chat options are available. Start a chat session 1. Select the Community Groups tab and expand one of the groups. 2. Double-click someone in the community groups' list. A chat area appears in the center-pane of the main window. 3. Type your message in the bottom of the chat window. 4. Press the Enter key or click Send to send the message. See also Viewing your chat history Chat Display window Working with Transcripts 34

41 Chatting Chatting in Text Conference Rooms While you are participating in a room, everyone in the room sees the messages that you send. If you have the privileges to do so, you can send a private message to an occupant in the room, and you can change the subject of the room. The ability to invite contacts, start private chats, change your nickname and change the subject are options that the system administrator or room owner configures when setting up the room initially. If you are unable to perform any of these actions in a room, it is because you do not have the privileges to do so. Chat in a room 1. Select the Text Conferencing tab. 2. Double-click a room in the Active Rooms list. 3. Type your message in the lower section of the center-pane 4. Click Send or press the Enter key. Your message displays in the upper section of the center-pane. Send a file to a room If your system administrator has enabled File Transfer for Jabber Messenger, you can send files to rooms. 1. Right-click a room in your Active Rooms list, and choose Send File on the shortcut menu. The File Transfer dialog box opens. 2. In the File Transfer dialog box, click In the Open dialog box, navigate to the location of the file you want to send. 4. Select the file and click Open. 5. In the Description box, type a description. 6. Click Send. 7. When the transfer completes, click Close. The file is sent to the room. Download a file from a room If your system administrator has enabled File Transfer for Jabber Messenger, you can download files from rooms. 1. If the room has a file posted, click the here link. 35