PostMaster Enterprise TM v 8.xx Manual For Users

Transcription

1 PostMaster Enterprise TM v 8.xx Manual For Users QuantumLink Communications Pvt Ltd 208 Shreepal Complex, Suren Road Andheri East, Mumbai India Tel : Fax : Web :

2 Copyright Notice Copyright 2012 by QuantumLink Communications Pvt. Ltd. All Rights Reserved. This manual may not be duplicated in any way without the explicit consent of QuantumLink Communications Pvt. Ltd., except in form of excerpts for purpose of review. Making copies of this manual or any portion of this manual for any purpose other than your own is violation of copyright laws. While every precaution has been taken in preparation of this manual, QuantumLink Communications Pvt. Ltd. assumes no responsibility for errors and omissions or for damages resulting from the use of the information contained herein. All product names, brand names and trademarks appearing in this manual are acknowledged. Print History First Edition January 2012 PostMaster Enterprise Manual For Users i

3 Table of Contents 1. C ONVENTIONS H OW T O GETTTING S TARTED WEBMAIL WEBCAL M AILINGLIST A RCHIVE GLOSSARY QLC F EEDBACK FORM PostMaster Enterprise Manual For Users ii

4 Detailed Table of Contents 1. C ONVENTIONS H OW T O GETTTING S TARTED Logging into PostMaster Enterprise The PostMaster Enterprise Home Page - Console WEBMAIL Accessing WebMail Understanding the WebMail Interface Header Pane Menu Pane Content Pane Operations Folders Folder Operations Message Operations Working with Spool Working with Moderated Messages Working with Restricted Messages Working with Workflow Messages AntiSpam Service Using the AntiSpam Service Reclassifying Mails Mail Filtering Rules Using Options Changing Password Configuring User level Preferences Priority Inbox Editing Personal Info Managing Address Books Groups Viewing the Contents of an Address Book Adding a Contact Editing a Contact Deleting a contact PostMaster Enterprise Manual For Users iii

5 4.7.6 Importing Contacts Exporting Contacts Searching for a Contact Assign User to a group WEBCAL Accessing WebCal Activities ToDo Event All Day Events Invitations Check Free Busy View Calendars Options Change Password Preferences Export Import Pending Invitations M AILINGLIST Accessing the MailingList Viewing Status of the Existing Campaigns The Settings Menu Advanced Settings The Lists Menu Accessing The Lists Menu Add A New List Edit A List Delete A List Recipient Manager Recipient-List Manager Blocked Recipient Manager The Campaign Menu Edit A Campaign Delete An Unsent Campaign View A Campaign PostMaster Enterprise Manual For Users iv

6 6.8.4 Add A Message In A Campaign Purge Campaigns The Statistics Menu Accessing The Statistics Menu Working with Statistics The Logs Menu A RCHIVE Accessing The Retrieve Menu Accessing The Retrieve Menu Retrieve Archived Mails Resend Mails To The Original Recipients Send Mails To New Recipients Send Mails To The Selected Original Recipients The Recreate Menu Accessing The Recreate Menu Search Archived Mails Of A Particular User Recreate Archived Mails In The Mailbox The Indexes Menu Accessing The Indexes Menu The Preferences Menu Accessing The Preferences Menu Specifying Page Size For Search Results GLOSSARY QLC F EEDBACK FORM PostMaster Enterprise Manual For Users v

7 Module1 - Getting Started PostMaster Enterprise Manual For Users 1-1

8 1. CONVENTIONS Convention Bold Blue Text Note Tip Licence Warning Menu -> Submenu Description Indicates the name of the file, window, dialog, or user interface element such as a button or a field Indicates a hyperlink to a place in the document or an external web page Indicates additional information about the topic Indicates additional information about the topic. More in terms of what can be done. Indicates that the features, actions, components or modules described may require the presence or purchase of licenced software. Warning for the user. Be careful of the possible problems noted here. Indicates the navigational path to be followed through a menu. <Bracket text> Indicates that the text inside the brackets should be replaced by a string or value specific to the users computer and operating system. PostMaster Enterprise Manual For Users 1-2

9 2. HOW TO This section provides answers to commonly asked queries. If you want to know how to: Installing PostMaster Enterprise 1. Log in to PostMaster Enterprise Refer Logging into PostMaster Enterprise 2. Understand the PostMaster Enterprise Homepage Refer The PostMaster Enterprise Home Page WebMail 1. Understand the WebMail interface Refer Understanding the WebMail Interface. WebMail Folder Operations 1. View information of all folders Refer 2. Viewing Information of All Folders 3. Create a new folder Refer Creating a New Folder. 4. Rename a folder Refer Renaming a Folder. 5. Delete a folder Refer Deleting a Folder. 6. View information of personal folders Refer Viewing information of personal folders WebMail Messages 1. Compose a message Refer Composing a Message. 2. Add attachments to a message Refer PostMaster Enterprise Manual For Users 2-3

10 6. Adding Attachments to a Message. 7. View a message Refer Viewing a Message. 8. Delete a message Refer Deleting a Message. 9. Delete a message as spam Refer 10. Deleting a Message as Spam. 11. Move a message to a desired folder Refer Moving a Message to the Desired Folder 12. Search specific messages Refer Searching Specific Messages. 15. Empty the trash folder Refer 16. Emptying the Trash Folder. 17. View spam mails Refer 18. Viewing Spam Mails. WebMail Options 1. Configure user-level preferences Refer Configuring User level Preferences 2. Change the password Refer Changing Password WebMail Address book 1. View the contents of an address book Refer Viewing the Contents of an Address Book 2. Add a contact to the address book Refer Adding a Contact PostMaster Enterprise Manual For Users 2-4

11 3. Edit a contact from the address book Refer Editing a Contact 4. Delete a contact from the address book Refer Deleting a contact 5. Import contacts Refer Importing Contacts 6. Export contacts Refer Exporting Contacts 7. Search for a contact Refer Searching for a Contact 8. Assign user to a group. Refer Assign User to a group WebMail AntiSpam 1. Configure user-level AntiSpam settings Refer Configuring User Level AntiSpam Settings. 2. View AntiSpam statistics Refer Viewing AntiSpam Statistics. 3. Reclassify s through WebMail Refer Reclassification Request via WebMail. 4. Reclassify s through Refer Reclassification Request via Add user-level mail filtering rules Refer Adding User Level Mail Filtering Rules. 6. Delete user-level mail filtering rules Refer Deleting User Level Mail Filtering Rules. 7. Change the priority of user-level mail filtering rules Refer Changing the Priority of User Level Mail Filtering Rules. Spool 1. Working with moderated messages. Refer Accessing Moderated Messages 2. Working with restricted messages. Refer Accessing Restricted Messages WebCal PostMaster Enterprise Manual For Users 2-5

12 1. Understand the WebCal Interface Refer 12.2 Understanding the WebCal Interface. WebCal Activities - Todo 1. Add a new Todo task Refer Adding a new ToDo. 2. Edit a Todo task Refer Editing a ToDo. 3. Delete a Todo task Refer Deleting a Todo. 4. Filter Todo task Refer Filtering Todo events 5. Search for a Todo task Refer Searching for a Specific ToDo WebCal All Day Events 1. Add a new all day event. Refer 2. Adding a new All Day Event 3. Edit a all day event. Refer Editing a All Day Event 4. Delete a all day event. Refer Deleting a All Day Event 5. Filter all day event. Filtering All Day Events 6. Search for a all day event. Refer Searching for a Specific All Day Event WebCal Activities - Event 1. Add a new event Refer Adding a new event. 2. Edit a event Refer Editing a event. 3. Delete a event Refer Deleting a event. 4. Filter events Refer Filtering events. PostMaster Enterprise Manual For Users 2-6

13 5. Search for a event Refer Searching for a event. WebCal Activities - Conference 1. Add a new conference Refer Adding a new conference. 2. Edit a conference Refer Editing a conference. 3. Delete a conference Refer Deleting a conference. 4. Confirm a conference Refer Confirming a conference. 5. Cancel a conference Refer Canceling a conference. 6. View Response Refer Viewing Invitee(s) Response. 7. Filter conferences Refer Filtering conferences. 8. Search for a conference Refer Searching for a conference. WebCal Activities Invitations 1. Accept Invitations Refer Accepting Invitations. 2. Reject Invitations Refer Rejecting Invitations. 3. Filter Invitations Refer Filtering Invitations. 4. Search for an Invitation Refer Searching a Specific Invitation. WebCal Activities Free Busy 1. View Free Busy Status Refer Viewing Free Busy Status of a User. WebCal Activties View Calendar 1. View Calendar Refer Viewing Calendar of Other Users. PostMaster Enterprise Manual For Users 2-7

14 WebCal Options 1. Change Password Refer Changing Password. 2. Edit Preferences Refer Editing Preferences. 3. Export a file Refer Export a File 4. Import a file Refer Import a File WebCal Calendar Views 1. Display Calendar Information In Daily View Refer Daily View. 2. Display Calendar Information In Weekly View Refer Weekly View. 3. Display Calendar Information In Monthly Refer Monthly View. WebCal Calendar View Operations 1. Add / Edit Activities while in Daily View Refer Tasks / DayRems Operations Refer Events / Conferences Operations 2. Add / Edit Activities while in Weekly View Refer Activity Operations. 3. Add / Edit Activities while in Monthly View Refer Activity Operations. WebCal - Outlook Integration 1. Configure PME-Calendar to work with Microsoft Outlook Refer Configuring PME-Calendar to work with Microsoft Outlook. 2. Configure Microsoft Outlook to work with PME-Calendar Refer Configuring Microsoft Outlook to work with PME-Calendar. 3. Specify FTP Site/Server Refer Specify FTP Site/Server. 4. Publish Free Busy Info Refer Publish Free/Busy Info. 5. Send Meeting Requests. Refer Send Meeting Requests. PostMaster Enterprise Manual For Users 2-8

15 6. Accept/ Decline Meeting Requests Refer Accept/ Decline Meeting Requests. PostMaster Enterprise Manual For Users 2-9

16 3. GETTTING STARTED Welcome to the world of PostMaster Enterprise, a streamlined Internet Productivity Suite, that enables you to set up, monitor and refine the processes in your organization, that use the Internet as a medium of communication. PostMaster Enterprise TM works over any type of Internet connection, even a dial-up connection. It can be installed on any one computer on your LAN. If you are using dial-up access for the Internet, the modem should also be connected to this computer. PostMaster Enterprise Manual For Users 3-1

17 3.1 Logging into PostMaster Enterprise PostMaster Enterprise is a browser-based application. The user needs to login to PostMaster Enterprise to setup, configure and manage all the Internet productivity features provided by it. To login to PostMaster Enterprise : 1. Invoke the browser. You can use any one of the browsers listed in to work with PostMaster Enterprise. 2. Type the IP Address of the computer on which PostMaster Enterprise is installed. If PostMaster Enterprise is running on a machine with an IP address of , type in the address bar of the browser. If the IP address of the PostMaster Enterprise computer were and the HTTP Server of PostMaster Enterprise is running on port other than 80 (the default HTTP port) say 8000, you would type :8000. You can login to PostMaster Enterprise from the same machine on which PostMaster Enterprise is running or any other machine in the LAN. This facilitates remote administration of PostMaster Enterprise. 3. Click Go or press <Enter>. The PostMaster Enterprise login page is displayed. Figure 3-1: The Login Page PostMaster Enterprise Manual For Users 3-2

18 4. Type the Username and Password. 5. Click Login. The PostMaster Enterprise Console is displayed. Figure 3-2: The PME Console PostMaster Enterprise Manual For Users 3-3

19 3.2 The PostMaster Enterprise Home Page - Console After the user has logged in, the PostMaster Enterprise home page is displayed. The Header Pane of the PostMaster Enterprise home page has links the user can select to navigate to the desired interface. WebMail Clicking WebMail takes the user to the Inbox page of PostMaster Enterprise WebMail. WebMail enables user to send, receive and manage s using a web browser instead of an client (Eudora, Outlook etc.). WebCal This module is currently unavailable. On installation of the module, this link will be activated. Any module, which is currently not available, is shown with a deactivated link. Mailing List Clicking Mailing List displays the Mailing List startup interface. Archive Clicking Archive displays the Archive home page. Lock Help Clicking Help displays online PostMaster Enterprise help. About Clicking About displays information about the version of PostMaster Enterprise installed as well as all the licensing information. Logout : Clicking Logout enables the user to exit the PostMaster Enterprise browser-based management system and displays the PostMaster Enterprise Login Page. Refer Figure 3-1: The Login Page PostMaster Enterprise Manual For Users 3-4

20 Module 2 Web Mail PostMaster Enterprise Manual For Users 3-5

21 4. WEBMAIL The WebMail module in PostMaster Enterprise enables users to access their from anywhere on the network by simply accessing the PostMaster Enterprise computer using a normal web browser like Internet Explorer or Netscape Navigator. WebMail enables users to send, receive, and manage s using a web browser instead of an client. PostMaster Enterprise Manual For Users 4-6

22 4.1 Accessing WebMail To access WebMail: 1. Invoke the browser. You can use any one of the browsers listed in System Requirements to work with PostMaster Enterprise. 2. Type the IP Address of the computer on which PostMaster Enterprise is installed. If the IP address of the PostMaster Enterprise computer were , you would type If the IP address of the PostMaster Enterprise computer were and the HTTP Server of PostMaster Enterprise is running on port other than 80 (the default HTTP port) say 8000, you would type :8000. You can login to PostMaster Enterprise from the same machine on which PostMaster Enterprise is running or any other machine in the LAN. This facilitates remote access of PostMaster Enterprise WebMail. 3. Click Go or press Enter. The PostMaster Enterprise Login page is displayed. Figure 4-1: The Login Page 4. Type the User Name and Password. PostMaster Enterprise Manual For Users 4-7

23 5. Click Login. If the User Name and Password are authentic, the PostMaster Enterprise Home page is displayed. Figure 4-2: The PME Homepage - Console 6. If you are logged in as Administrator then click the Swtich to User View on top right of the PostMaster Enterprise home page. The Webmail page is displayed (It is a default page if logged in as user). Refer Figure 4-3. PostMaster Enterprise Manual For Users 4-8

24 4.2 Understanding the WebMail Interface The User interface comprises the following panes: Header pane Menu pane Content Pane Figure 4-3: The WebMail Page PostMaster Enterprise Manual For Users 4-9

25 4.2.1 Header Pane This pane displays the name of the User. It also has links which user can select to navigate to the desired interface: QuickMsg: Clicking QuickMsg on the header pane displays the PostMaster Enterprise QuickMsg window. Quick messaging enables users to send almost instant messages to other users on the network. WebMail Clicking WebMail takes the user to the Inbox page of PostMaster Enterprise WebMail. WebMail enables user to send, receive and manage s using a web browser instead of an client (Eudora, Outlook etc.). WebCal This module is currently unavailable. On installation of the module, this link will be activated. Any module, which is currently not available, is shown with a deactivated link. Mailing List Clicking Mailing List displays the Mailing List startup interface. Archive Clicking Archive displays the Archive home page. Lock Help Clicking Help displays online PostMaster Enterprise help. About Clicking About displays information about the version of PostMaster Enterprise installed as well as all the licensing information. Logout : Clicking Logout enables the user to exit the PostMaster Enterprise browser-based management system and displays the PostMaster Enterprise Login Page. Refer Figure 3-1: The Login Page Switch to Admin View: Clicking this link will change mode to administrator view PostMaster Enterprise Manual For Users 4-10

26 In addition, Header Pane also displays some menu items. These items are the most commonly used features in WebMail and hence are available from anywhere in the WebMail: Check Mail: Clicking Check Mail displays the Inbox on refreshing it with new received by the user. New Mail: Clicking New Mail displays the Compose Message page. Reply: Clicking Reply displays five options: a) Reply to All To send mails to all addresses in To and Cc fields or original mail. b) Forward To forward orginal mail to the intended addresses. c) Fwd as Attachment To save orginal mail as.eml file and send as attachment in the new mail; Subject in new mail is same as in original mail; and sent to the intended addresses. d) Resend The sent mail is resend as new mail with no reply (RE: ) or Forward (FW: ) indicators with orginal subject and recipients. e) Redirect This option is used to redirect orginal mail to a another address, with subject, To, Cc as orginal, only from will be same as orginal with re-mark of re-director or local-user, e.g From: Sharad Popli <sharad@qlc.in> (by way of Cyrus Lentin <cyrus.lentin@qlc.in>) Actions: Clicking Actions displays the various actions that can be performed on the mail. The actions are Mark as Read, Mark as Unread, Flag, Unflag, Archive, Validate, Delete and Empty. Move To: Clicking Move To displays the various folders in which the mail can be moved from the Inbox. The folders are Drafts, Sent Items, Spam or Trash. On the Right hand side, the search Pane is displayed. PostMaster Enterprise Manual For Users 4-11

27 4.2.2 Menu Pane This section contains a menu list. Clicking any menu item on the Menu pane, displays the corresponding page in the Content pane on right. The Menu pane comprises: List of folders containing mail messages Personal Folders User level AntiSpam settings Options for customizing mailbox, user profile, automatic processing of mails, saving contacts etc. Miscellaneos options Address Books PostMaster Enterprise Manual For Users 4-12

28 4.2.3 Content Pane The page displayed is different for each menu item selected from the menu pane. When you login to WebMail, contents of Inbox are displayed in the Content pane by default. Refer 0 Understanding Displayed Information PostMaster Enterprise Manual For Users 4-13

29 4.3 Operations PostMaster Enterprise WebMail, brings to you the complete capability for handling all mail related requirements and more. The following are salient features of the PostMaster Enterprise WebMail: Requires no installation, no data is saved locally. PostMaster Enterprise WebMail reads mail "directly" from PME- Mail server. Access is very fast. Allows you to access your mailbox from anywhere in the Local Area Network. If the PostMaster Enterprise servers are running with a machine using Internet IP Address, then WebMail can be accessed from anywhere in the world over the Internet. Supports multiple user-defined folders. Supports viewing of mail in HTML format, showing images in-line. Supports saving of the or the attachments as required. The built-in mail editor enables you to compose and send new mail (in HTML format with later version of browsers) with or without file attachments, reply to, forward and re-direct received mail. The built-in address book manager allows you to easily maintain you contact database. Powerful search facility allows you to search any mail in a folder based on key words. Using PostMaster Enterprise WebMail as an client, we can classify operations in the following categories: Folder Operations Mail / Message Operations Settings your mail preferences, changing passwords Managing address books PostMaster Enterprise Manual For Users 4-14

30 Folders The Menu pane displays two types of folders as follows: System folders The system folders are Inbox, Sent, Drafts, Spam, and Trash. You cannot move, rename, or delete these folders. You can move the mails in these folders to some other system folder or personal folders. System folders are always displayed at the top of your folder list, followed by any folders you create. The System folders and their contents are as follows: Inbox : Contains all new messages received by a user Sent : Contains a copy of sent messages Drafts :Contains messages saved for future dispatch Spam :Contains messages which are tagged as Spam if the AntiSpam service is licensed and being used. Trash : Contains all deleted messages Personal folders Users can organize their messages in folders defined as personal folders. It gives a comprehensive view of all the personal folders and Managing them. Any personal folders that you create appears below the default folders. You can create new personal folders. You can also rename and delete personal folders. When you delete a personal folder, you delete all the s in the folder. PostMaster Enterprise Manual For Users 4-15

31 4.3.2 Folder Operations You can perform various actions on the different types of folders available in Webmail. Viewing Information of All Folders To view information about all folders: 1. Click Manage Folders on the Menu pane. The Manage Folders page is displayed. Refer Figure 4-4. The following details are displayed: Figure 4-4: Manage Folders Page Field Quota Allotted Used Field Description Displays Enabled if the mailbox quota has been set by the administrator, else it displays N/A. Displays the mailbox quota defined for the user if mailbox quota has been set by the administrator, else it displays N/A. Displays the mailbox quota that is already utilized by PostMaster Enterprise Manual For Users 4-16

32 Field Free Folders Field Description the user. Displays the mailbox quota that is still available for use. This column displays the names of all the system and user defined folders. Click on a folder name to view messages within that folder. Size Total Unread This column displays the total size of messages of all the messages contained in each folder. This column displays the number of messages that the respective folders contain This column displays the number of unread messages that the respective folders contain. Creating a New Folder In addition to the system defined folders you may want to create new folders for personal use. To create a new folder: 1. Type a name for the folder in the text box next to Create New Folder on the Folders page. Refer Figure Click Create. The folder name is displayed in the Folders column. Renaming a Folder To rename a folder: 1. Select a folder name from the Folders list in the Rename Folder section on the Folders page. Refer Figure Type a new name for the folder in the To text box. 3. Click Rename. The new name of the folder is displayed in the Folders column. Only user defined folders can be renamed. The Inbox, Drafts, Trash, Sent and Spam folders cannot be renamed. PostMaster Enterprise Manual For Users 4-17

33 Deleting a Folder To delete a folder: 1. Select a folder name from the Folders list in the Delete Folder section on the Folders page. Refer Figure Click Delete. The folder details are removed from the Folders page. Only user defined folders can be deleted. The Inbox, Drafts, Trash, Sent and Spam folders cannot be deleted. Viewing Information of Personal Folders In addition to the system folders, users can create personal folders. To view information of personal folders: 1. Click Personal on the menu pane. 2. Click Manage Folders. The Folders page is displayed. Refer Figure 4-5. Figure 4-5: Personal Folders View PostMaster Enterprise Manual For Users 4-18

34 The following details are displayed: Field Folders Field Description Displays the entire list of user-defined folders. Click on a folder name to view messages within that folder. Size Total Unread This column displays the total size of all the messages contained in each folder. This column displays the number of messages that the respective folders contain This column displays the number of unread messages that the respective folders contain. You can also create, rename, and delete personal folders on the Personal Folders page.for respective tasks. PostMaster Enterprise Manual For Users 4-19

35 4.3.3 Message Operations Inbox, Drafts, Sent, Spam and Trash all these folders contain messages. The Content pane displays list of messages when you click any of the folder name from Menu pane. Refer Figure 4-6. Figure 4-6: A folder containing messages Understanding Displayed Information The information about messages in any folder is presented in four columns. Field From/ To Field Description Displays the name and address of sender. For the Sent folder this column displays the name of the Recipient/s Date Subject Size Displays the date on which the message was sent. Displays subject of the mail. Displays Size of the mail. PostMaster Enterprise Manual For Users 4-20

36 The Inbox page may display the following icons: This icon indicates an unread message. This icon indicates the message has an attachment. This icon appears when the subject line of a message is too long for the Subject column. To view the entire subject, place your mouse over this icon. You can sort the list by any of the column heading in ascending or descending order. The arrowhead at column heading indicates that messages are sorted by that heading. The upward arrow near column heading indicates the list is in ascending order and downward arrow indicates the descending order. Click on the column heading to sort the list by column heading or to toggle the order Navigating on a Page If the list of messages fits on more than one page, then a page navigator is displayed to the top right corner. To navigate on a page: 1. Click the arrow icons as indicated. 2. Type the page you want to navigate to in the Go to page text box and click -> icon. Composing a Message To compose a message: 1. Click the New Mail icon and select New Mail on the Header pane. The Compose Message page is displayed. PostMaster Enterprise Manual For Users 4-21

37 Figure 4-7: The Compose Message page The PostMaster Enterprise WebMail supports two modes for composing mail: Text Mode: Allows only plain text while composing mails HTML Mode: Allows rich text and image inserts while composing mails For two different modes two different Compose Message pages are displayed. Figure 4-8: Compose Message page in Text Mode You can set the Compose Mail Format in Preferences. Refer Configuring User level Preferences. If Text Mode is selected, New Mail page is always in Text mode. PostMaster Enterprise Manual For Users 4-22

38 However, if HTML is selected then your browser needs to support HTML editing (for IE and above). If browser supports HTML mode and you have selected HTML mode, then New Mail page is in HTML else it will be Text. Specify required information in following fields Refer 2. Specify required information in following fields Field From Field Description Select an address from this list. The From list may display multiple addresses if your account is mapped to multiple addressed. In this case, select the required address. To Type the address of the recipient/s in this text box. You cannot send a message if the To field is left empty. Cc (Carbon copy) Bcc (Blank carbon copy) Type the address of the other recipient/s to whom you want to send a carbon copy of the message in this text box. Type the address of the other recipient/s to whom you want to send a blank carbon copy of the message in this text box. The address typed in this text box will not appear to the other recipients of the when they receive it. Subject Address Book Type an appropriate subject for the message here. Click on the Address Book link to pop-up the Address Window. The Address window shows three address books: All, Global, Local, and Personal. Click any one to view the addresses in it. You can then select an address and click To, Cc or Bcc to add it to the required field. Whenever you click Address List, Personal address book is displayed by default in the window Save a copy in Sent folder Select this check box if you want to save a copy of the message in the Sent folder. PostMaster Enterprise Manual For Users 4-23

39 Figure 4-9: Address List Pop-Up Window 3. Type your message in the text box below Subject. 4. The options for formatting the text are similar to those in any standard text editor 5. Format the text by clicking any desired option from Formatting Bar. Select the text before using any formatting option. For selecting text use options available in path at the bottom of text box. When you are composing a mail in TEXT mode, the formatting bar is NOT visible. 6. If you want to send the message instantly click Send. 7. Click SEND LATER if you want to save the message in the Drafts folder and send the message later. 8. Click Discard if you want to delete the message. PostMaster Enterprise Manual For Users 4-24

40 Adding Attachments to a Message To add attachments to a message: 1. On the Compose Message page, click Attach a File. The Attachments window is displayed. Refer Figure Figure 4-10: The Attachments window 2. Click Browse to locate the file. The Choose File dialog is displayed. 3. Select a file. 4. Click Open on the Choose File dialog. 5. Click Add. The attached file is displayed on the Attachments page. 6. Click Confirm if you don t want to attach any more files and return to the Compose Message page. Viewing a Message To view message from any folder: 1. Double-click the appropriate message. Refer Figure PostMaster Enterprise Manual For Users 4-25

41 Figure 4-11: Viewing a message The View Message page is displayed. Refer Figure Figure 4-12: The View Message page On the View Message page you can: Navigate to an earlier message by clicking Previous. Reply to the sender of the message by clicking Reply. Forward the message to one or more recipients by clicking Forward. PostMaster Enterprise Manual For Users 4-26

42 Send a reply to everyone in the To and Cc lists by clicking ReplyAll. More Actions a) Fwd as Attachment To save orginal mail as.eml file and send as attachment in the new mail; Subject in new mail is same as in original mail; and sent to the intended addresses. b) Resend The sent mail is resend as new mail with no reply (RE: ) or Forward (FW: ) indicators with orginal subject and recipients. c) Redirect This option is used to redirect orginal mail to a another address, with subject, To, Cc as orginal, only from will be same as orginal with re-mark of re-director or local-user, e.g From: Sharad Popli <sharad@qlc.in> (by way of Cyrus Lentin <cyrus.lentin@qlc.in>) Delete the message by clicking Delete. Navigate to the next message by clicking Next. The View Message page also displays a set of icons in the top right corner of the page. Refer Figure They are as follows: This icon is displayed only to the administrator. Clicking it adds the sender s address to the Global address book. Clicking this icon adds the sender s address to the user s Personal address book. Clicking this icon displays the message in a printable format. Clicking this icon allows you the save the message in.eml format. Clicking this icon shows the message with all the mail headers. Deleting a Message To delete a message: 1. Select the check box corresponding to the message. 2. Click the Actions icon and select Delete. Deleting a Message as Spam Sometimes users may want to delete they receive after indicating that the they are deleting is Spam. To delete a message as spam: 1. Select the check box corresponding to the message. PostMaster Enterprise Manual For Users 4-27

43 2. Click the Move To icon and select Spam. The message is reclassified as Spam. 3. Select the check box corresponding to the spam mail which is to be deleted manually. 4. In the Actions drop-down list, click Delete. The message is deleted from the current folder. Moving a Message to the Desired Folder To move a message to the desired folder: 1. Select the check box corresponding to the message. Refer Figure Click the desired folder name from the Move To list. The selected message/s are moved to the desired folder and are removed from the list on the page. Searching Specific Messages You may want to list messages based on a criterion; for example, messages received from a particular sender or having a particular subject. 1. The Search dialog box is displayed. Figure: Search dialog box 2. Give a keyword in the Search For field. 3. Choose the desired field for searching the keyword from the fields list. 4. Click the search icon to see the search results in the top section of the page. The messages, which meet the search criteria, are displayed in the Folder List. Emptying the Trash Folder To empty trash: 1. On the Trash page, from the Actions list, click Empty. 2. The system displays the message All Mails in this Folder Will be Deleted Proceed?. PostMaster Enterprise Manual For Users 4-28

44 3. Click the Confirm button. Figure 4-13: Delete Dialog Box Viewing Spam Mails Unsolicited and messages with objectionable matter are termed as Spam. All such mails can be filtered and stored into Spam folder. A user can review them and reclassify as NoSpam mails if required. To view Spam mails: 1. Click Spam on the Menu pane. The Spam folder page is displayed. Refer Figure PostMaster Enterprise Manual For Users 4-29

45 Figure 4-14: Spam Folder Page 2. You can view the message to check whether it is spam or nonspam 3. Select the check box for any message 4. From the Actions list, Click Delete if the message is Spam. The message is removed from the list and displayed in Trash folder. OR Click NonSpam if the message is nonspam. The message is displayed in Inbox folder. PostMaster Enterprise Manual For Users 4-30

46 4.4 Working with Spool The Spool section allows you to review messages that requires moderation, or those are restricted and requires action, also to review workflow documents which requires approval or rejection such as, Leave Application, Payment Voucher, Material Requisition, Gate Pass Request, Advance Request, and Travel Booking Request. PostMaster Enterprise Manual For Users 4-31

47 4.4.1 Working with Moderated Messages This section allows you to review moderated messages and perform desired actions. Accessing Moderated Messages To access Moderated messages: 1. Expand Spool on the menu pane. 2. Click Moderated. The Moderated message page is displayed. Figure 4-15: The Moderated message page 3. Click the desired message to view details. The Message details is displayed. 4. To accept this message, from the Actions drop-down, click Release. 5. To reject this message, from the Actions drop-down, click Delete. PostMaster Enterprise Manual For Users 4-32

48 4.4.2 Working with Restricted Messages This section allows you to review restricted messages and perform desired actions. Accessing Restricted Messages To access Moderated messages: 1. Expand Spool on the menu pane. 2. Click Restricted. The Restricted message page is displayed. Figure 4-16: The Restricted message page 3. Click the desired message to view details. The Message details is displayed. 4. To accept this message, from the Actions drop-down, click Release. 5. To reject this message, from the Actions drop-down, click Delete. PostMaster Enterprise Manual For Users 4-33

49 4.4.3 Working with Workflow Messages The Work Flow section allows you to review workflow documents which requires approval or rejection such as, Leave Application, Payment Voucher, Material Requisition, Gate Pass Request, Advance Request, and Travel Booking Request. Accessing Workflow Messages To access Moderated messages: 1. Expand Spool on the menu pane. 2. Click Workflow. The Workflow message page is displayed. Figure 4-17: The Workflow message page 3. Click the desired message to view details. 4. To accept this leave application, from the Actions drop-down, click Accept. 5. To reject this leave application, from the Actions drop-down, click Reject. PostMaster Enterprise Manual For Users 4-34

50 6. To delete this leave application, from the Actions drop-down, click Delete. PostMaster Enterprise Manual For Users 4-35

51 4.5 AntiSpam Service Unsolicited and messages with objectionable matter has become a serious problem for organizations. The PostMaster Enterprise AntiSpam plug-in offers comprehensive protection from spam. You need to procure a license for the AntiSpam plug-in, to be able to use the AntiSpam service. PostMaster Enterprise Manual For Users 4-36

52 4.5.1 Using the AntiSpam Service If you are using the PostMaster Enterprise AntiSpam Service, then it is imperative you are aware of the facilities the AntiSpam offers you and understand the way AntiSpam maintain statistics for your account as well as the global level. Configuring User Level AntiSpam Settings To configure AntiSpam settings: 1. Click AntiSpam on the side panel. The AntiSpam page is displayed. Refer Figure Figure 4-18: The AntiSpam page 2. Specify the following details: Field Subject Line Classification Spam Mail In POP3 Field Description Select the check box for this field if you want a spam mail to be tagged as spam by inserting the text *SPAM* in the subject line of the mail. This field helps you filter all the spam mails coming to your client through the PM POP3 PostMaster Enterprise Manual For Users 4-37

53 Field Delete Spam Mails Delete Spam Mails in Interval Field Description Server. Select the check box if you want to receive all mails (spam/ nonspam). Clear the check box to receive only the non-spam mails and PM will retain spam mails. If you have chosen not to receive spam mails through POP3 then you could optionally delete all spam mails automatically. Select the check box for this field to delete all spam mails automatically. Set the time interval (in days) after you want the spam mails (which were retained on the server) to be automatically deleted. The maximum period is mentioned in brackets. 3. Click Confirm to enable the settings. Viewing AntiSpam Statistics To view AntiSpam statistics: 1. Click AntiSpam on the menu pane. The AntiSpam page is displayed. Refer Figure The following fields are displayed for the user under Details for the user: Field Processed Spam Clean Errors Field Description This field displays the number of incoming messages processed by the AntiSpam service. This field displays the number of incoming messages tagged as spam by the AntiSpam service. This field displays the number of incoming messages tagged as non-spam by the AntiSpam service. This field displays the number of errors (False Positives/ False Negatives) or wrong classification as done by the AntiSpam service. False Positive error means a Spam mail is classified as NonSpam by the AntiSpam Services. False Negative error means a NonSpam PostMaster Enterprise Manual For Users 4-38

54 Field Accuracy Reclassified as NONSPAM Reclassified as SPAM Filtered as NONSPAM Filtered as SPAM Field Description mail is classified as Spam by the AntiSpam Services. This field displays accuracy of the AntiSpam service. Displays number of mails that have been reclassified as a NonSpam by the user. Displays number of mails that have reclassified as a spam by the user. Displays total number of mails that are filtered as a NonSpam for the user Displays total number of mails that are filtered as a spam for the user. PostMaster Enterprise Manual For Users 4-39

55 4.5.2 Reclassifying Mails Reclassification provides a mechanism to inform the AntiSpam service that some mails were classified wrongly. It is possible that Spam Mails could get classified as "NonSpam" and vice-versa. It is required that the users reclassify the mails that were classified wrongly. Reclassification is a collaborative effort. Any user who receives mail/s that were wrongly classified can reclassify those mails. In an organization many users receive the same mail. So when one user reclassifies mails, the effects of the reclassification are available to all the users. Hence, the entire organization benefits from a reclassification of a message. Mail AntiSpam maintains a history of all the mails received by the users. This facilitates reclassification of mails by an user. Reclassification Request via WebMail To reclassify mails via WebMail: 1. Click Reclassify on the menu pane. The Reclassify page is displayed. Refer Figure Figure 4-19: Reclassify Page PostMaster Enterprise Manual For Users 4-40

56 2. It displays the list of messages pending for reclassification. The page shows following information about each message: Field From Date Subject Action Field Description Displays the name and -id of sender Displays the date on which the message is sent Displays subject line of the message Displays list of actions which you can take for the message 3. The Reclassify page may display the following icons: - This icon indicates an unread message. - This icon indicates a Spam message. - This icon indicates a NonSpam message. You can search for the specific mail as you would for any WebMail folder. Refer Searching Specific Messages. You may also examine the messages displayed by viewing the message. Refer Viewing a Message. 4. Select the Action drop down list corresponding to the mail you want to reclassify. For a NonSpam Mail the following options are available Action Spam Spam+UGBL Spam+GGBL Description Reclassify the mail as Spam Reclassify the mail as Spam + Update Users Filters Reclassify the mail as Spam + Update Global Filters For a Spam Mail the following options are available Action NoSpam NoSpam+UGBL NoSpam+GGBL Description Reclassify the mail as NonSpam Reclassify the mail as NonSpam + Update Users Filters Reclassify the mail as NonSpam + Update Global Filters GGBL Options will appear on the menu only for Trusted Users. PostMaster Enterprise Manual For Users 4-41

57 When UGBL / GGBL option is selected, the Users Mail Filters or Global Mail Filters are updated with the sender of the mail being marked as Spam / NonSpam as the case may be. 5. Click Classify. The Classification Results page is displayed. 6. Click Back. The Reclassified mail is displayed with a changed icon (Spam / NonSpam). If you want to undo the action click Undo in the Actions column for the corresponding mail. If the reclassification request sender is not a trusted user, then the reclassification request mail/s are queued. Alternatively, the request mails directly undergo the reclassification process. Reclassification Request via Any client who supports forwarding of as attachment like (Outlook Express, Netscape Messenger) can be used to send a reclassification request mail. To send a reclassification request mail using a normal client: 1. Identify the mail that was wrongly classified. 2. Forward As Attachment the mail to as-learning@primarydomain. This is the address that is specified in Reclassification of AntiSpam Settings. Refer Configuring User Level AntiSpam Settings. 3. Send the mail as Normal. If the reclassification request mail sender is not a trusted user, then the reclassification request mail/s are queued. Alternatively, the request mails directly undergo the reclassification process. PostMaster Enterprise Manual For Users 4-42

58 4.5.3 Mail Filtering Rules Mail Filters allow you to specify rules on how a particular mail is to be treated i.e. tagged as Spam or NonSpam. If a mail matches the filters it does not go through the AntiSpam process thereby increasing the performance. The mail is marked as Spam or NonSpam based on the FIRST filter that is matched. Adding User Level Mail Filtering Rules To add one or more user level filtering rules: 1. Click My Filter in the menu pane. The My Filter page is displayed. Refer Figure Figure 4-20: My Filter page 2. Select an option from the If header list. 3. Type the criterion for filtering in the contains text box. 4. Select Spam or NonSpam from the then tag the mail as list. 5. Type the Priority of the filter. 6. Click Confirm. The entry is added to the table above. PostMaster Enterprise Manual For Users 4-43

59 Repeat the above steps to add more user level filtering criteria. Deleting User Level Mail Filtering Rules To delete one or more user level filtering rules: 1. Click My Filter on the side panel. The My Filter page is displayed. Refer Figure It shows a list of all the filters set along with priority number. 3. Check the box in front of the filter to be deleted 4. Click Delete. The entry is removed from the table above. Changing the Priority of User Level Mail Filtering Rules For that matches more than one download filter, the action to be taken on the is decided by the first rule that is matched. To change the priority of one or more user level mail filtering rules: 1. Click My Filter on the side panel. The My Filter page is displayed. Refer Figure Select the check box of the filter whose priority you want to change. To raise the priority, click Move Up until you get the desired priority. To lower the priority, click Move Down until you get the desired priority. PostMaster Enterprise Manual For Users 4-44

60 4.6 Using Options The options menu allows the users to carry out many user specific activities. These cover: Changing Password Preferences Priority Inbox Personal Info PostMaster Enterprise Manual For Users 4-45

61 4.6.1 Changing Password 1. User can change the password for PostMaster Enterprise Login. 2. Click Options and select Change Password. The Change Password page is displayed. Refer Figure Figure 4-21: Change Password page 3. Specify the following fields: Field Old Password New Password Reconfirm Field Description Type the old password in this text box. Type the new password in this text. Re-type the New Password in this text box. 4. Click Confirm to change the password. PostMaster Enterprise Manual For Users 4-46

62 4.6.2 Configuring User level Preferences Every user can set certain user level preferences on the Preferences page. To view the preferences: 1. Click Options on the side panel. 2. Click Preferences. The Preferences page is displayed. Refer Figure Figure 4-22: Preferences page 3. Users can specify the following preferences: Field Field Description Preferences User s Default Select an address from this list. The address selected here will be selected by default in From dropdown list in the New Mail page. The User s Default Address list may display multiple addresses if your company has multiple domains. In this case, select the e- PostMaster Enterprise Manual For Users 4-47

63 Field Enable Reply-To Field Description mail address you would like displayed by default in the From field while composing new message. Select the check box to set Reply-To header in your mail. The ReplyTo field in the New Mail page is visible only if Enable Reply To is checked. When recipient/s of a mail, which has Reply-To header, replies to any mail, the address from the Reply-To header is used for sending the reply. Default Reply-To Compose Mail Format Select an address from this list. If Enable Reply-To is enabled, the address selected here will be displayed by default in Reply-To dropdown list in the New Mail page. Select Text / HTML as required If Text is selected, New Mail page will appear always in Text Mode. If HTML is selected then your browser needs to support HTML editing (for IE and above). If browser supports HTML editing and you have selected HTML mode, Compose Mail Format is HTML else it will be Text. Empty Trash On Logout Preview Pane Page Size Select Default Folder Select Default Font Select Default Font Size Select the check box if the mails in the trash folder should be deleted automatically when a user logs out of the system. Select the check box if the preview pane is to be displayed for the messages. Type the maximum number of messages to be displayed on a folder view page. Select the default folder for mails. You can select any of the system folders or a personal folder from the list. Select the default font to be used for sending mail messages. Select the default font size for the mail message. PostMaster Enterprise Manual For Users 4-48

64 Field Field Description Read Receipt Receive Status If Receive Status Always Select whether once a message is read a read receipt is to be sent to the sender or not. Select the check box if the Always option is selected from the Receive Status drop-down list and your id is in TO or CC. If this check box is selected, the read receipt message will be sent only when your id is in TO or CC for the message. Send Status Select whether send status is to be maintained or not. Signature Enable Signature Select this check box to append a standard text signature to every message sent using WebMail. Type the standard text in the text box in the Signature Text section. Typically, the signature is used to append contact information. Enable Preference Signature For Mails From Client Signature Text Font Name Font Size Font Properties Font Color Background Color Alignment Select the check box if a preference signature is to be used for mails from the client. Type the signature to be used. Select the font to be used for signature. Select the signature font size. Select the signature font style. Select the font color for the signature. Select the background color. Select the signature text alignment. Auto Response Enable Auto Response Select this check box to enable sending a response to received. Type the response in the text box in the Auto Message Text section. PostMaster Enterprise Manual For Users 4-49

65 Field Smart Mode Date From Date Till Subject Text Field Description Select this check box to send the auto response only once to multiple s received from the same sender. Select the date from which the autoresponse mail is to be sent. Select the date till which the autoresponse mail is to be sent. Type the Subject for auto response mail. It is blank for mails replies. AutoMessage Text Type the auto response text to be sent. 4. Click Confirm to enable the specified preferences. PostMaster Enterprise Manual For Users 4-50

66 4.6.3 Priority Inbox Priority Inbox options allows you to view multiple folder messages in one priority inbox folder in System folders. Setup multiple folder message view in priority inbox To select multiple folder view for priority inbox: 1. Click Options on the side panel. 2. Click Priority Inbox. The Priority Inbox page is displayed. Refer Figure Figure 4-23: Preferences page 3. Select the check box /es next to desired folder to view in priority inbox option 4. Click Confirm to enable the specified preferences. PostMaster Enterprise Manual For Users 4-51

67 4.6.4 Editing Personal Info User can view and modify his/her personal info available to other users. 1. Click Personal Info on the menu pane. The Contact Details page is displayed. Refer Figure Figure 4-24:Contact Details page 2. Give the required Contact Details, Business Details and Residence Details in appropriate fields. Fields marked with * are read-only and cannot be edited. 3. Click Confirm to store the information. PostMaster Enterprise Manual For Users 4-52

68 4.7 Managing Address Books PostMaster Enterprise includes an Address Book feature in which you can save frequently used addresses for easy access. There are three types of address books available to you. They are as follows: Personal All users can add or delete their personal contacts in this book. These contacts are exclusively available to the user who has created them. Local It lists all the local users / accounts defined in PostMaster Enterprise. Only the administrator can add or delete any contact of this address book. However, all users can view and export these contacts. These contact details are available to users when they want to compose a message Global Global address book contains contacts, which are outside your organization/ domain. All users cannot add or delete contacts in this book. Only the user admin can add, edit or delete contacts in this book. However, these contacts are available (view and use in New Mail) to all WebMail users. PostMaster Enterprise Manual For Users 4-53

69 4.7.1 Groups The contacts in an address book can be organized based on groups. You can create groups and classify all the contacts in the relevant group. Add a Group To access a group page: 1. Click Address Book on the menu pane. 2. Click Groups. The Group Management page is displayed. Refer Figure Figure 4-25: Group Management 3. Click the Add icon. The Add Group page is displayed. Refer Figure PostMaster Enterprise Manual For Users 4-54

70 Figure 4-26: Add Group 4. Type the name of the group. 5. Click Confirm. The name gets added in the Group Name table. Edit a Group To Edit a group: 1. Click Address Book on the menu pane. 2. Click Groups. The Group Management page is displayed. 3. Select the check box corresponding to the group name which is to be modified. 4. Click the icon. 5. Make the necessary changes. 6. Click Confirm. Delete a group To delete a group: 1. Click Address Book on the menu pane. 2. Click Groups. The Group Management page is displayed. 3. Select the check box corresponding to the group name which is to be deleted. 4. Click the Delete icon. PostMaster Enterprise Manual For Users 4-55

71 4.7.2 Viewing the Contents of an Address Book To view the contents of an address book: 1. Click Address Book on the menu pane. 2. Select the address book you want to view. The corresponding Address Book page is displayed. Figure 4-27: Address Book page PostMaster Enterprise Manual For Users 4-56

72 4.7.3 Adding a Contact To add any contact to address book: 1. Access the Personal or Global address book page. 2. Select the type of address book. 3. Click the Add button. Contact Details page is displayed. Figure 4-28: Contact Details page for Adding a New Contact 4. Give the required Contact Details, Business Details and Residence Details in appropriate fields. You can also add Notes about the person. Fields marked with * are mandatory to fill. 5. Click Confirm to store the contact information, which you inserted. PostMaster Enterprise Manual For Users 4-57

73 Only administrator can add any entries to the Global address book. Entries to Local Address book cannot be added from here. The administrator should use the PostMaster Enterprise WebAdmin to add account / user information and the same will be reflected in the Local Address book. PostMaster Enterprise Manual For Users 4-58

74 4.7.4 Editing a Contact To edit any contact to address book: 1. Access the Personal or Global address book page. 2. Select the type of address book. 3. Select the contact Name provided as a link to edit the contact. Contact Details page is displayed. 4. Edit the required information in the field. 5. Click Confirm to store the contact information, which you changed. Only administrator can edit any entries of the Global address book. Entries to Local Address book cannot be edited from here. The administrator should use the PostMaster Enterprise WebAdmin to change account / user information and the same will be reflected in the Local Address book. PostMaster Enterprise Manual For Users 4-59

75 4.7.5 Deleting a contact To delete a contact: 1. Access the Personal or Global address book page. 2. Select the type of address book. 3. Select the check box corresponding to the contact Name. 4. Click Delete. The contact is removed from the respective Address Book pages. Only Administrator can delete entries from Global Address Book. Entries to Local Address book cannot be deleted from here. The administrator should use the PostMaster Enterprise WebAdmin to delete the account / user information and the same will be reflected in the Local Address book. PostMaster Enterprise Manual For Users 4-60

76 4.7.6 Importing Contacts If you have a file that contains contact information, then you can import these contacts from the Personal address book. Only Administrator can import contacts to Global Address Book. To import contacts: 1. Access the Personal or Global address book page. 2. Select the type of address book. 3. Click Import. The Import Address Book page is displayed. 4. Select the file format. Figure 4-29: Import Address Book page 5. Click Browse to locate the file. The Choose file dialog is displayed. 6. Select the file that you want to import to address book. 7. Click Open on the Choose file dialog. 8. Click Upload. Import Details (File Name) table is displayed in the Import Address Book page. 9. The Column Name describes the columns, which your text file may contain. For the columns that are contained in the file, select the corresponding check boxes from Import column. 10. If the columns in your text file are in different order then you can change the order of Column Name list. Select the corresponding check box in Move column and click Up or Down PostMaster Enterprise Manual For Users 4-61

77 to move the Column Name up or down. Ensure the order finally seen here matches with the order of the columns in the selected file. 11. Click Import to add the contacts in the specified file to your address book. PostMaster Enterprise Manual For Users 4-62

78 4.7.7 Exporting Contacts Users can export contacts from their address books to a specific file. To export contacts: 1. Access the Address Book page. 2. Select the type of address book. 3. Click Export. The Export Address Book page is displayed. Figure 4-30: Export Address Book page 4. Give the name of file in which you want to save the contacts. 5. Select the file format. 6. Select Add Column Headings box if you want the column headings to appear in the file you are exporting. 7. In the Export Details table the Column Name describes the columns, which your text file may contain. Choose the column headings, which you want to export from the PostMaster Enterprise Manual For Users 4-63

79 address book. Select the corresponding boxes from Export column. 8. If you want columns in your text file in a specific order then you can change the order of Column Name list. Select the corresponding check box in Move column and click Up or Down to move the Column Name up or down. 9. Click Export. File Download dialog is displayed. 10. Click Save on the File Download dialog. The Save As dialog is displayed. 11. Select the appropriate location for saving the file and Click Save to save the contacts. The contacts get downloaded in the specified file. Download Complete dialog box is displayed. 12. Click Open to have a look at the file, which you have just downloaded. Click Close to close the dialog box and go back to Export Details page. PostMaster Enterprise Manual For Users 4-64

80 4.7.8 Searching for a Contact If you have a long list of contacts, you may want to search for a particular contact. You can search for contacts in the Personal, Local, or Global address books. To search for a contact: 1. Access the Address Book. 2. Select the type of address book. 3. Enter the keyword to be searched and click the icon. The list of contacts having the keyword is displayed. OR Click on the starting alphabet of the contact name. A list of contacts whose name begins with the alphabet is displayed. The search is case-insensitive, i.e. you can have upper case or lower case letters in the Keyword section. At this point only those contact details, which match the criteria specified are seen. To see all the contacts click Address Book on the side panel. PostMaster Enterprise Manual For Users 4-65

81 4.7.9 Assign User to a group To assign user to a group: 1. Access the Address Book. 2. Select the type of address book. 3. Select the check box corresponding to the contact which is to be linked with a group. 4. Select the group name from the Assign to Group drop down list. PostMaster Enterprise Manual For Users 4-66

82 Module 3 WebCal PostMaster Enterprise Manual For users 4-67

83 5. WEBCAL The WebCal module in PostMaster Enterprise enables you to manage tasks, day reminders, events, conferences, and invitations i.e. manage your calendar. WebCal enables you to access your calendar from anywhere on the network by simply accessing the PostMaster Enterprise computer using a web browser like Internet Explorer or Netscape Navigator. WebCal provides a centralized storage of all the users' calendars and also enables sharing of users' calendars to check the free or busy status as per the user's preferences. You need to procure a license for the PostMaster Enterprise Calendar module and have permission to use WebCal, to be able to access the WebCal options. PostMaster Enterprise Manual For users 5-68

84 5.1 Accessing WebCal To access WebCal: 1. Invoke the browser. You can use any one of the browsers listed in System Requirements to work with PostMaster Enterprise. 2. Type the IP Address of the computer on which PostMaster Enterprise is installed. If the IP address of the PostMaster Enterprise computer were , you would type If the IP address of the PostMaster Enterprise computer were and the HTTP Server of PostMaster Enterprise is running on port other than 80 (the default HTTP port) say 8000, you would type You can login to PostMaster Enterprise from the same machine on which PostMaster Enterprise is running or any other machine in the LAN. This facilitates remote access of PostMaster Enterprise WebCal. 3. Click Go or press Enter. The PostMaster Enterprise Login page is displayed. Figure 5-1 The Login Page 4. Type the User Name and Password. PostMaster Enterprise Manual For users 5-69

85 5. Click Login. If the User Name and Password are authentic, the PostMaster Enterprise Home page is displayed. Refer Figure 5-2. Figure 5-2 PostMaster Enterprise Home page 6. If you are logged in as Administrator then click the Swtich to User View on top right of the PostMaster Enterprise home page. The Webmail page is displayed (It is a default page if logged in as user). PostMaster Enterprise Manual For users 5-70

86 Figure 5-3: The WebMail Page 7. Click WebCal on the PostMaster Enterprise home page. A page showing the default calendar view for the user is displayed. Figure 5-4: The Webcal page PostMaster Enterprise Manual For users 5-71

87 5.2 Activities A number of activities, such as Todo, events, All day events and conferences can be added, edited and deleted in the Calendar menu. A Calendar menu enables the user to manage tasks, day reminders, events, conference, invitations, and view calendars. The Calendar Menu has the following options: ToDo Events All Day Events Invitations Check Free Busy View Calendars Change Password Preferences Export Import Pending Invitations PostMaster Enterprise Manual For users 5-72

88 5.2.1 ToDo PostMaster Enterprise enables the user to keep track of personal or workrelated activities known as ToDo. A ToDo can be set for any days including non-working hours / weekly offs / company holidays. ToDo event must be assigned a date but they do not have time settings. Reminder alerts can optionally be generated. More than one ToDo can be set for a day. Accessing the ToDo Page To access ToDo page: 1. Access the PostMaster Enterprise WebCal Page. 2. In the menu pane, expand Categories. 3. Click ToDo. The ToDo page is displayed. Refer Figure 5-5. Figure 5-5 Tasks page PostMaster Enterprise Manual For users 5-73

89 Adding a new ToDo To add a new ToDo: 1. Access the ToDo Page. 2. Click icon to create a new ToDo event. The Event Entry window is displayed. Refer Figure 5-6. Figure 5-6 Event Entry window 3. Specify the following details: Field Name Location Start Date/Time End Date/Time Sharing Field Description Specify a name for the event. Type the location details. Specify the start date and time for scheduling the ToDo event. Select as applicable from the calendar displayed. Specify the end date and time of the ToDo event. Select as applicable from the calendar displayed. Select one of the three options from the drop-down list PUBLIC Select this option if the ToDo event scheduled may be viewed by other users when they access your calendar. GROUP PostMaster Enterprise Manual For users 5-74

90 Select this option if the ToDo event scheduled may be viewed only by users belonging to your group when they access your calendar. [This option will be made available in future]. PERSONAL Select this option if the ToDo event scheduled is not to be viewed by other users when they access your calendar. If this option is selected, when other users access your calendar, they get to see "Busy" instead of the actual task name. Reminder Reminder Before Reminder Reminder QuickMsg Repeat Event Repeat Mode Repeat Until Date Notes Select Reminder check box to receive a reminder for the scheduled ToDo event. If enabled, users' will receive one reminder per ToDo event only. The reminder will be generated either on date change (mid-night) or the first start-up of the day. Select the time duration before the occurance of event for sending a reminder. Select Reminder check box to receive a reminder via . Select Reminder QuickMsg check box to receive a reminder via QuickMsg. Select the check box if the ToDo event is to be repeated until a particular date. Select the repeat mode from the drop-down list. It can be repeated on a daily basis, or weekly, monthly, or yearly basis. It can also be set on the basis of event date. Select the date till which the ToDo event is to be repeated. Provide description if any. 4. Click Confirm to save changes. Editing a ToDo To edit a ToDo: 1. Access the ToDo page. 2. Click icon corresponding to the ToDo event you want to modify. The Event Entry window is displayed. Refer Figure 5-6 PostMaster Enterprise Manual For users 5-75

91 3. Make the necessary changes. Refer to table in Adding a new ToDo section. 4. Click Confirm to save the changes. Deleting a ToDo To delete a ToDo: 1. Access the ToDo page. 2. Click icon corresponding to the ToDo event you want to remove. Searching for a Specific Task The Search feature of PostMaster Enterprise enables you to search for specific Events. You can perform a search by providing search criteria, such as the Event name or the Event description. To search for a specific ToDo task: 1. Access the ToDo page. 2. Select the Search From date. 3. Select the To date. 4. Click icon. 5. The events matching the search criteria are displayed in the Event List table. This will be indicated by text in the table heading. If the Searched Event List is empty it means no records have matched the search criteria. 6. You may perform any standard operation (edit / delete) on the Event being displayed in the Searched Event List. 7. Click Clear Search to see all the ToDo events. PostMaster Enterprise Manual For users 5-76

92 5.2.2 Event An event is an activity scheduled on a specific date and time or for time duration. An annual event, such as a birthday or anniversary, occurs yearly on a specific date, while a standard event occurs once and can last for one day or several days. An event cannot be repetitive but can be set for any days including weekly offs / company holidays. Events must be assigned a date and time. Reminder alerts can be set for events, which are generated prior to the events scheduled. More than one event can share the same time span. Accessing the Events Page To access event: 1. Access the PostMaster Enterprise WebCal Page. 2. In the Menu Pane, expand Categories. 3. Click Events. The Events page is displayed. Refer Figure 5-7. Figure 5-7 Events page PostMaster Enterprise Manual For users 5-77

93 Adding a new Event To add a new event: 1. Access the Events Page. 2. Click icon to create a new event. The Event Entry window is displayed. Refer Figure 5-8. Figure 5-8 Event Entry window 3. Specify the following details: Field Name Location Start Date/Time Due Date/Time Field Description Specify a name for the event. Type the location details. Specify the start date and time for scheduling the event. Select as applicable from the calendar displayed. Specify the end date and time of the event. Select as applicable from the calendar displayed. All Day Event Sharing Select one of the three options from the drop-down list PUBLIC Select this option if the event scheduled may be viewed by other users when they access your calendar. GROUP Select this option if the event scheduled may be viewed only by users belonging to your group when PostMaster Enterprise Manual For users 5-78

94 they access your calendar. [This option will be made available in future]. PERSONAL Select this option if the event scheduled is not to be viewed by other users when they access your calendar. If this option is selected, when other users access your calendar, they get to see "Busy" instead of the actual task name. Reminder Reminder Before Reminder Reminder QuickMsg Repeat Event Repeat Mode Repeat Until Date Select Reminder check box to receive a reminder for the scheduled event. If enabled, users' will receive one reminder per event only. The reminder will be generated either on date change (mid-night) or the first start-up of the day. Select the time duration before the occurance of event for sending a reminder. Select Reminder check box to receive a reminder via . Select Reminder QuickMsg check box to receive a reminder via QuickMsg. Select the check box if the event is to be repeated until a particular date. Select the repeat mode from the drop-down list. It can be repeated on a daily basis, or weekly, monthly, or yearly basis. It can also be set on the basis of event date. Select the date till which the event is to be repeated. 4. Click Confirm to save changes. If an event overlaps with a previous entry, a warning message is displayed to alert the user. Editing an Event To edit an event: 1. Access the Event List page. 2. Click icon corresponding to the event you want to modify. The Event Entry window is displayed. Refer Figure Make the necessary changes. PostMaster Enterprise Manual For users 5-79

95 4. Click Confirm to save the changes. Deleting an Event To delete an event: 1. Access the Event page. Refer 0 Accessing the Events Page. 2. Click icon corresponding to the event you want to remove. Filtering Events To filter events: 1. Access the Events page. Refer 0 Accessing the Events Page. 2. Select the criteria based on which you want to filter your records. You can filter events based on Date and Category. 3. If you have selected Date, select the Month-Year range from the lists and click GO. If you have selected Category, select the required category from the adjacent drop down list. 4. The events matching the filter criteria are displayed in the Event List table. This will be indicated by text in the table heading. For example, if the Category selected is Meeting, [Filter Category is Meeting] is displayed in the table heading. If the Filtered DayRem List is empty it means no records have matched the filter criteria. 5. You may perform any standard operation (edit / delete) on the event being displayed in the Filtered Event List. 6. Click Clear to see all the events. Searching for a Specific Event To search for a specific event: 1. Access the Events page. Refer 0 Accessing the Events Page. 2. Enter the keywords in the For Event Containing field. PostMaster Enterprise Manual For users 5-80

96 3. Select the column in which you want the search to be performed from the Select Column drop-down list. 4. Click icon. 5. The events, matching the search criteria, are displayed in the Event List table. This will be indicated by text in the table heading. For example, if you enter Gallery in the For Event containing field and select column as Event Name, [Search containing Gallery in Event Name] is displayed in the table heading. If the Searched Event List is empty it means no records have matched the search criteria. 6. You may perform any standard operation (edit / delete) on the Event being displayed in the Searched Event List. 7. Click Clear to see all the events. PostMaster Enterprise Manual For users 5-81

97 5.2.3 All Day Events PostMaster Enterprise enables the user to set day reminders for important tasks, meetings, birthdays, anniversaries, etc. A reminder can be repetitive and can be set for any days including weekly offs / company holidays. Day reminders must be assigned a date but they do not have time settings. Reminder alerts can optionally be generated. More than one Day Reminder can be set for a day. Accessing the All Day Events Page To access All Day Events Page: 1. Access the PostMaster Enterprise WebCal Page. 2. In the Menu Pane, expand Categories. 3. Click All Day Events. The All Day Events page is displayed. Refer Figure 5-9. Figure 5-9 All Day Events page PostMaster Enterprise Manual For users 5-82

98 Adding a new All Day Event To add a new All Day Event: 1. Access the All Day Event Page. Refer 0 Accessing the All Day Event Page. 2. Click icon to create a new All day event. The All Day Events Entry window is displayed. Refer Figure Figure 5-10 All Day Events Entry window 3. Specify the following details: Field All Day Event Name Start Date/Time End Date/Time Sharing Field Description Specify a name for the all day event. Specify the start date for scheduling the all day event. Select as applicable from the calendar displayed. Specify the end date for the all day event. Select as applicable from the calendar displayed. Select one of the three options from the drop- down list: PUBLIC Select this option if the reminder scheduled may be viewed by other users when they access your calendar. GROUP Select this option if the reminder scheduled may be PostMaster Enterprise Manual For users 5-83

99 Field Field Description viewed only by users belonging to your group when they access your calendar. [This option will be made available in future] PERSONAL Select this option if the reminder scheduled is not to be viewed by other users when they access your calendar. If this option is selected, when other users access your calendar, they get to see "Busy" instead of the actual task name. Status Select one of the three options from the drop down list Not Started Select this option if the scheduled all day event has not been started. Completed Select this option if the all day event has been completed. Abandoned Select this option if the all day event has been eliminated. The Status is "For Information" only. If the all day event is not completed, it will not be carried forward. Reminder Reminder Before Reminder By Reminder By QuickMsg Repeat Event Repeat Mode Select Reminder check box to send a reminder. If enabled, users' will receive one reminder only. The reminder will be generated either on date change (mid-night) or the first start-up of the day. Select the time duration before the occurrence of the event when a reminder is to be sent. Select Reminder check box to send a reminder via . Select Reminder QuickMsg check box to send a reminder via QuickMsg. Select Repeat Event check box to make this event repeat in your calendar at specified intervals. Select the Repeat Mode option to specify the method in which way the event is to be repeated i.e. either on a daily, weekly, monthly, yearly, or last day of month (LDOM) based on the date PostMaster Enterprise Manual For users 5-84

100 Field Repeat Until Date Notes Field Description specified. Select the date until which you want the all day event to recur. Provide description if any. 4. Click Confirm to save changes. Editing a All Day Event To edit a All Day Event: 1. Access the All Day Event page. Refer 0 Accessing the All Day Event Page. 2. Click icon corresponding to the all day event you want to modify. The All Day Events Entry window is displayed. Refer Figure Make the necessary changes. 4. Click Confirm to save changes. Deleting a All Day Event To delete a All Day Event: 1. Access the All Day Event page. Refer 0 Accessing the All Day Event Page. 2. Click icon corresponding to the all day event you want to remove. Filtering All Day Events To filter All Day Events: 1. Access the All Day Event page. Refer 0 Accessing the All Day Events Page. 2. Select the criteria based on which you want to filter your All Day Events. You can filter reminders based on Date, Category and Status. 3. If you have selected Date, select the Month-Year range from the lists and click GO. PostMaster Enterprise Manual For users 5-85

101 If you have selected Category, select the required category from the adjacent drop down list. If you have selected Status, select the required status from the adjacent drop down list. 4. The all day events matching the filter criteria are displayed in the All Day Events List table. This will be indicated by text in the table heading. For example, if the Category selected is Meeting, [Filter Category is Meeting] is displayed in the table heading. If the Filtered All Day Event List is empty it means no records have matched the filter criteria. 5. You may perform any standard operation (edit / delete) on the All Day Event being displayed in the Filtered All Day Event List. 6. Click Clear to see all the events. Searching for a Specific All Day Event To search for a specific all day event: 1. Access the All Day Event page. Refer 0 Accessing the All Day Event Page. 2. Enter the keywords in the All Day Event Containing field. 3. Select the column in which you want the search to be performed from the Select Column drop-down list. 4. Click icon. 5. The all day events matching the search criteria are displayed in the All Day Events List table. This will be indicated by text in the table heading For example, if you enter Call in the All Day Event containing field and select column as All Day Event Name, [Search containing Call in All Day Event] is displayed in the table heading. If the Searched All Day Events List is empty it means no records have matched the search criteria. 6. You may perform any standard operation (edit / delete) on the all day event being displayed in the Searched All Day Events List. 7. Click Clear to see all the events. PostMaster Enterprise Manual For users 5-86

102 5.2.4 Invitations Invitation is used to inform users that they are a part of a conference. On receiving an invitation, the invitees can check out the date / time of the scheduled conference and can "Accept" or "Reject" the invitation. Accessing the Invitation List Page To access invitation: 1. Access the PostMaster Enterprise WebCal Page. 2. In the Menu Pane, expand Categories. 3. Click Invitations. The Invitations page is displayed. Refer Figure Figure 5-11 Invitations page PostMaster Enterprise Manual For users 5-87

103 Create a new Invitations To create an invitation: 1. Access the PostMaster Enterprise WebCal Page. Refer 12.1 Accessing WebCal. 2. Click Invitations in the Menu Pane. The Invitations page is displayed. Refer Figure Figure 5-12 Invitation Entry window 3. Specify the following details: Field Invitation Name Location Start Date/Time End Date/Time Sharing Field Description Specify a name for the an invitation. Specify the location details Specify the start date for scheduling the all day event. Select as applicable from the calendar displayed. Specify the end date for the all day event. Select as applicable from the calendar displayed. Select one of the three options from the drop- down list: PUBLIC Select this option if the reminder scheduled may be viewed by other users when they access your calendar. GROUP PostMaster Enterprise Manual For users 5-88

104 Field Field Description Select this option if the reminder scheduled may be viewed only by users belonging to your group when they access your calendar. [This option will be made available in future] PERSONAL Select this option if the reminder scheduled is not to be viewed by other users when they access your calendar. If this option is selected, when other users access your calendar, they get to see "Busy" instead of the actual task name. Status Select one of the three options from the drop down list Not Started Select this option if the scheduled all day event has not been started. Completed Select this option if the all day event has been completed. Abandoned Select this option if the all day event has been eliminated. The Status is "For Information" only. If the all day event is not completed, it will not be carried forward. Reminder Reminder Before Reminder By Reminder By QuickMsg Repeat Event Repeat Mode Select Reminder check box to send a reminder. If enabled, users' will receive one reminder only. The reminder will be generated either on date change (mid-night) or the first start-up of the day. Select the time duration before the occurrence of the event when a reminder is to be sent. Select Reminder check box to send a reminder via . Select Reminder QuickMsg check box to send a reminder via QuickMsg. Select Repeat Event check box to make this event repeat in your calendar at specified intervals. Select the Repeat Mode option to specify the method in which way the event is to be repeated i.e. either on a daily, weekly, monthly, yearly, or PostMaster Enterprise Manual For users 5-89

105 Field Repeat Until Date Notes Field Description last day of month (LDOM) based on the date specified. Select the date until which you want the all day event to recur. Provide description if any. 4. Click Confirm to save changes. PostMaster Enterprise Manual For users 5-90

106 5.2.5 Check Free Busy Check Free Busy is used to check if a particular user(s) are free or busy on a particular date and time. Accessing the Check Free Busy Page To access free busy: 1. Access the PostMaster Enterprise WebCal Page. 2. In the Menu Pane, expand Actions. 3. Click Check Free Busy. The Check Free Busy page is displayed. Refer Figure 5-13 Check Free Busy page. Figure 5-13 Check Free Busy page Viewing the Free Busy Status of a User To view the free busy status: 1. Access the Check Free Busy page. Refer 0 Accessing the Check Free Busy Page. 2. Specify the following details: Field Date Field Description Select the date for which you want to view the free busy status. PostMaster Enterprise Manual For users 5-91

107 From Time To Time Participants List Select the start time. Select the end time. Click the Login drop-down list to select the required participant. Click Add to add the participant name in the Participants List. To delete a participant, select the participant name from the Participants List and click Delete. 3. Click Confirm. The Free Busy status of the selected participant(s) is displayed. Figure 5-14: The Free Busy Status of selected user The Busy status of the selected participant(s) is displayed. It is presumed while Searching for a Specific Conference that the participant is free for the rest of the time. Refer Figure 5-13 Check Free Busy page. PostMaster Enterprise Manual For users 5-92

108 5.2.6 View Calendars View Calendar displays the schedule of a particular user(s) for a selected date. Accessing the View Calendars Page To access calendar: 1. Access the PostMaster Enterprise WebCal Page. 2. In the Menu Pane, expand Actions. 3. Click View Calendar. The View Calendars page is displayed. Refer Figure 5-15 View Calendars page. Figure 5-15 View Calendars page Viewing Calendar of Other Users To view calendar of other users: 1. Access the View Calendars page. 2. Specify the following details: Field Date Participants List Field Description Select the date for which you want to view the calendar. Click the Login drop-down list to select the required PostMaster Enterprise Manual For users 5-93

109 participant. Click Add to add the participant name in the Participants List. To delete a participant, select the participant name from the Participants List and click Delete. 3. Click Confirm. The calendar status of the selected participant is displayed. If the user has marked an event or a conference as "PUBLIC", the event name or the conference name will be displayed. Alternatively, if an event or a conference was marked as "PRIVATE" a caption "Busy" will be displayed. Refer Figure Figure 5-16 Calendar Status PostMaster Enterprise Manual For users 5-94

110 5.3 Options Options menu enable users to set user preferences, display modes, sharing mode, holidays and weekly offs settings. The Options menu has the following options: Change Password Preferences Export Import PostMaster Enterprise Manual For users 5-95

111 5.3.1 Change Password This page enables users to change current password for PostMaster Enterprise Login. Passwords are changed to maintain security. Accessing the Change Password Page To access the Change Password page: 1. Access the PostMaster Enterprise WebCal Page. 2. In the Menu Pane, expand Options. 3. Click Change Password. The Change Password page is displayed. Refer Figure Figure 5-17 Change Password page Changing Password 1. Specify the following details: Field Old Password New Password Reconfirm Field Description Type the old password in this text box. Type the new password in this text box. Re-type the New Password in this text box. 4. Click Confirm to save changes. PostMaster Enterprise Manual For users 5-96

112 5.3.2 Preferences Every user can set certain user level preferences on the Preferences page. Accessing the Preferences Page To access Preferences: 1. Access the PostMaster Enterprise WebCal Page. 2. In the Menu Pane, expand Options. 3. Click Preferences. The Preferences page is displayed. Refer Figure Figure 5-18 Preferences page PostMaster Enterprise Manual For users 5-97

113 Editing Preferences To edit Preferences: 1. Access the Options page. 2. Click Preferences. The Preferences page is displayed. Refer Figure Specify the following preferences: Field Field Description User Preferences Type Specify the type of user, Web If the user is to use WebCal External Program If the user is to use an external Calendaring program (currently only Microsoft Outlook is supported) Display View Mode Specify the default view mode. Choose from daily, weekly, or monthly. Every time the user logs in to WebCal, the user's calendar will be displayed using this default mode. Time Interval in Min Specify the time interval in minutes, such as 30 or 60. When the calendar view is "daily", the hours will be displayed using the time interval set. Display Hours From Display Hours Till Display Duration Specify the starting hour for a daily view. Specify the ending hour for a daily view. Specify the display duration. Category All Day Events Events Conference Specify the all day event. Specify the event. Specify the conference type. Sharing Mode All Day Events Select one of the sharing modes from the dropdown list: PostMaster Enterprise Manual For users 5-98

114 Field Field Description PUBLIC Select this option if the all day event scheduled may be viewed by other users when they access your calendar. PERSONAL Select this option if the all day event scheduled is not to be viewed by other users when they access your calendar. If this option is selected, when other users access your calendar, they get to see "Busy" instead of the actual day reminder name. The selected option will be the default Sharing mode when a new all day event is created. Events Select one of the sharing modes from the dropdown list: PUBLIC Select this option if the events scheduled may be viewed by other users when they access your calendar. PERSONAL Select this option if the event scheduled is not to be viewed by other users when they access your calendar. If this option is selected, when other users access your calendar, they get to see "Busy" instead of the actual event name. The selected option will be the default Sharing mode when a new Event is created. Conference Select one of the sharing modes from the dropdown list: PUBLIC Select this option if the conference scheduled may be viewed by other users when they access your calendar. PERSONAL Select this option if the conference scheduled is not to be viewed by other users when they access your calendar. If this option is selected, when other users access your calendar, they get PostMaster Enterprise Manual For users 5-99

115 Field Field Description to see "Busy" instead of the actual conference name. The selected option will be the default Sharing mode when a new Conference is created. Status All Day Events Conference Select the default status for an all day event. Select the default status for a conference. Holidays And Weekly Offs Ignore Repetitive Event Select this check box to ignore repetitive event views and alerts for holidays and weekly offs. 4. Click Confirm to save the changes. PostMaster Enterprise Manual For users 5-100

116 5.3.3 Export WebCal allows you to export a file. You can extract all events for a date range. You can export data based on type of event also. Accessing Export Page To access the export page: 1. Access the PostMaster Enterprise WebCal Page. 2. In the Menu Pane, expand Options. 3. Click Export. The Export page is displayed. Figure 5-19 Export page Export a File To export a file: 1. Access the Export page. The Export page is displayed. 2. Select the start date from which the data needs to be exported. 3. Select the end date till which the data needs to be exported. 4. Select the export type from the drop-down list. 5. Click the Go button. The records matching the criteria are displayed in the List table. PostMaster Enterprise Manual For users 5-101

117 6. Select the check box corresponding to the records that are to be exported. 7. Type the file name. 8. Click the Export button. The File Download dialog box is displayed. Refer Figure Click the Save button. Figure 5-20: Export Dialog box 10. Select the location for the file and click the Save button. PostMaster Enterprise Manual For users 5-102

118 5.3.4 Import WebCal allows you to import a file. You can upload all your events directly rather than manually inputting each event. Accessing Import Page To access the import page: 1. Access the PostMaster Enterprise WebCal Page. 2. In the Menu Pane, expand Options. 3. Click Import. The Import page is displayed. Figure 5-21 Import page Import a File To import a file: 1. Access the Import page. The Import page is displayed. 2. Click the Browse button and choose the file to be uploaded. 3. Click the Upload button. PostMaster Enterprise Manual For users 5-103

119 5.3.5 Pending Invitations Pending Invitations option allows a user to view list of all pending invitations. Accessing and Viewin Pending Invitations To access and view pending invitations: 1. Access the PostMaster Enterprise WebCal Page. 2. In the Menu Pane, click Pending Invitation. The Pending Invitation page is displayed. Figure 5-22: The Pending Invitation List PostMaster Enterprise Manual For users 5-104

120 Module4 - MailingList PostMaster Enterprise Manual For Users 5-105

121 6. MAILINGLIST PME allows you to execute mass mailing together at a time using PME -MailingList. PME -MailingList allows you to create List and map Recipient/s to these lists. The groups of recipients are defined as List in PME -Mail List. You can schedule and send mails to a recipient or group of recipients or multiple groups together at a time by mapping them to a single or multiple lists. You can also create a Campaign and assign this list/s to it. You can also add message to be sent in a campaign. In addition, these campaigns can also be scheduled and send at a specific time as per your requirements. Following are the few features of PME -Mail List: Mailing List Management Recipient Account Management Recipient Management Campaign Management Campaign Scheduling Campaign Personalization Detailed Statistics & Logs PostMaster Enterprise Manual For Users 6-106

122 6.1 Accessing the MailingList To access MailingList page: 1. Invoke the browser. You can use any one of the browsers listed in System Requirements to work with PostMaster Enterprise. 2. Type the IP Address of the computer on which PostMaster Enterprise is installed. If the IP address of the PostMaster Enterprise computer were , you would type If the IP address of the PostMaster Enterprise computer were and the HTTP Server of PostMaster Enterprise is running on port other than 80 (the default HTTP port) say 8000, you would type You can login to PostMaster Enterprise from the same machine on which PostMaster Enterprise is running or any other machine in the LAN. This facilitates remote access of PostMaster Enterprise WebCal. 3. Click Go or press Enter. The PostMaster Enterprise Login page is displayed. Figure 6-1 The Login Page 4. Type the User Name and Password. PostMaster Enterprise Manual For Users 6-107

123 5. Click Login. If the User Name and Password are authentic, the PostMaster Enterprise Home page is displayed. Refer Figure 5-2. Figure 6-2 PostMaster Enterprise Home page 6. If you are logged in as Administrator then click the Swtich to User View on top right of the PostMaster Enterprise home page. The Webmail page is displayed (It is a default page if logged in as user). PostMaster Enterprise Manual For Users 6-108

124 Figure 6-3: The WebMail Page 7. Click Mailing List on the PostMaster Enterprise home page. A page showing the default maling list view for the user is displayed. PostMaster Enterprise Manual For Users 6-109

125 Figure 6-4: The Mailing List page PostMaster Enterprise Manual For Users 6-110

126 6.2 Viewing Status of the Existing Campaigns PostMaster Enterprise Manual For Users 6-111

127 6.3 The Settings Menu Using the Settings Menu, you can configure: Settings Advanced Settings PostMaster Enterprise Manual For Users 6-112

128 Accessing The Settings Menu To access the Settings menu: 1. Access the Mailing List page. 2. Expand Configure and click Settings. The Settings menu is displayed. Refer: Figure 6-5 Figure 6-5 :The Settings menu PostMaster Enterprise Manual For Users 6-113

129 Specify The Generic Settings To specify the Generic Settings: 1. Access the Settings menu. Refer: 0 Accessing The Settings Menu 2. In the Generic Settings section, in the URL prefix box, enter the appropriate name. Refer: Figure 6-6 Figure 6-6 :The Generic Settings section 3. To add bounced mail delivery notifications subject, in the Bounce Subjects box, enter the appropriate data. 4. Click the Add button. 5. To edit a bounced mail delivery notifications subject, from the Bounce Subjects list box, select the appropriate subject. 6. Click the button. The subject appears in the Bounce Subjects box. 7. In the Bounce Subjects box, make the appropriate changes. 8. Click Done Editing. 9. To delete a bounced mail delivery notification subject, from the Bounce Subjects list box, select the appropriate subject. 10. Click the Delete button. PostMaster Enterprise Manual For Users 6-114

130 Specify The Default Details To specify the Default Details: 1. Access the Settings menu. 2. In the Default Details section, in the Sender box, enter the appropriate address. Refer: Figure 6-7 Figure 6-7 :The Default Details section 3. In the Sender Name box, enter the appropriate name. 4. In the Subject box, enter the appropriate default subject. 5. In the Reply To box, enter the appropriate address. 6. Click the Confirm button to save changes. NOTE: The sender address and the reply-to address can be different. PostMaster Enterprise Manual For Users 6-115

131 Specify The Default Test Ids To specify the Default Test Ids: 1. Access the Settings menu. 2. In the Default Test Ids section, in the Test Recipients box, enter the appropriate address. Refer: Figure 6-8 Figure 6-8 :The Default Test Ids section 3. Click the Confirm button to save changes. PostMaster Enterprise Manual For Users 6-116

132 Specify The Replace Strings To specify the Replace Strings: 1. Access the Settings menu. 2. In the Replace Strings section, in the Real Name box, enter the appropriate string. Refer: Figure 6-9 Figure 6-9 :The Replace Strings section 3. In the box, enter the appropriate string. 4. In the Real Name And box, enter the appropriate string. 5. In the Unsubscribe box, enter the appropriate string. 6. Click the Confirm button to save changes. PostMaster Enterprise Manual For Users 6-117

133 Configure The Bounced Mails Purge Settings To configure the Bounced Mails Purge settings: 1. Access the Settings menu. 2. To enable bounced mail purge, in the Bounced Mails Purge section, select the Enabled check box. Refer: Figure 6-10 Figure 6-10 :The Bounced Mails Purge section 3. In the Older Than box, specify the appropriate number of days after which you want to purge bounced mails from PME. 4. Click the Confirm button to save changes. PostMaster Enterprise Manual For Users 6-118

134 6.3.1 Advanced Settings PostMaster Enterprise Manual For Users 6-119

135 Accessing the Advanced Settings page To access the Advanced Settings page: 1. Access the Settings menu. 2. Scroll down to the Bounced Mail Purge section. 3. Click the Advanced button. The Advanced Settings window is displayed. Refer: Figure 6-11 Figure 6-11 :The Advanced Settings window PostMaster Enterprise Manual For Users 6-120

136 Specify Sleep Time For Scheduled Campaign Thread To specify sleep time for scheduled campaign thread: 1. Access the Advanced Settings page. 2. In the Thread Interval section, in the Scheduled Campaign Thread Sleep box, enter the appropriate time (in minutes). 3. Click the Confirm button to save changes. PostMaster Enterprise Manual For Users 6-121

137 Specify Sleep Time For Bounced Mails Process Thread To specify sleep time for bounced mails for process thread: 1. Access the Advanced Settings page. 2. In the Thread Interval section, in the Bounced Mails Process Thread Sleep box, enter the appropriate time (in minutes). 3. Click the Confirm button to save changes. PostMaster Enterprise Manual For Users 6-122

138 6.4 The Lists Menu Using the List Menu, you can perform the following actions: Add a New List Edit a List Delete a List PostMaster Enterprise Manual For Users 6-123

139 6.4.1 Accessing The Lists Menu To access the Lists menu: 1. Access the Mailing List page. 2. Expand Configure and click Lists. The Lists Manager page is displayed. Refer: Figure 6-12 Figure 6-12 :The Lists menu PostMaster Enterprise Manual For Users 6-124

140 6.4.2 Add A New List To add a new list: 1. Access the Lists menu. 2. In the List section, click Add New. The List Information window is displayed. Refer: Figure 6-13 Figure 6-13 :The List Information window 3. In the List Name box, enter the appropriate name. 4. In the List Description text area, enter the appropriate description. 5. Click the Confirm button. PostMaster Enterprise Manual For Users 6-125

141 6.4.3 Edit A List To edit a list: 1. Access the Lists menu. 2. In the List section, click the icon next to the appropriate List Name. The List Information window is displayed. Refer: Figure 6-14 Figure 6-14 :The List Information-Edit window 3. Make the appropriate changes. 4. To save changes, click the Confirm button. PostMaster Enterprise Manual For Users 6-126

142 6.4.4 Delete A List To delete a list: 1. Access the Lists menu. 2. In the List section, click Delete next to the appropriate List Name. The List Information window is displayed. Refer: Figure 6-15 Figure 6-15 :The Confirmation dialog box 3. To confirm delete, click Confirm. PostMaster Enterprise Manual For Users 6-127

143 6.5 Recipient Manager Using the Recipient Manager you can perform the following actions: Add a Recipient Edit a Recipient details Delete a Recipient Import Recipients Export Recipients Find or Search a Recipient PostMaster Enterprise Manual For Users 6-128

144 Accessing The Recipients Manager Tab To access the Recipients Manager tab: 1. Access the Mailing List page. 2. Expand Configure and click Recipients Manager. The Recipient Manager tab is displayed. Refer: Figure 6-16 Figure 6-16 :The Recipient Manager tab PostMaster Enterprise Manual For Users 6-129

145 Add A New Recipient To add a new recipient: 1. Access the Recipient Manager tab. 2. In the Recipient Manager section, click the Add button. The Recipient Details window is displayed. Refer: Figure 6-17 Figure 6-17 :The Recipient Details window 3. In the Recipient Entry section, in the Real Name box, enter the appropriate name. 4. In the box, enter the appropriate address. 5. If you want to block recipient from receiving campaign messages, select the Blocked check box. 6. To map the recipient with the existing lists, in the List Subscription section, select the check boxes next to the appropriate List Name. 7. Click the Confirm button. PostMaster Enterprise Manual For Users 6-130

146 Edit A Recipient Details To edit recipient details: 1. Access the Recipient Manager tab. 2. In the Recipient Manager section, click the icon next to the appropriate Recipient Name. The Recipient Details window is displayed. Refer: Figure 6-18 Figure 6-18 :The Recipient Details-Edit window 3. Make the appropriate changes. 4. To save the changes, click the Confirm button. PostMaster Enterprise Manual For Users 6-131

147 Delete A Recipient To delete a recipient: 1. Access the Recipient Manager tab. 2. In the Recipient Manager section, click Delete next to the appropriate Recipient Name. The recipient is deleted from the list. PostMaster Enterprise Manual For Users 6-132

148 Import Recipients To import the recipients: 1. Access the Recipient Manager tab. 2. In the Recipient Manager section, click the Import button. The Mailing List Import window is displayed. Refer: Figure 6-19 Figure 6-19 :The Mailing List Import window 3. Click the Browse button next the File Name box. The Choose file dialog box is displayed. Refer: Figure Locate and select the appropriate file. NOTE: The file should be in.csv format only. 5. Click the Open button. 6. To map the imported recipients with the existing list/s, select the check box/es next to the appropriate List Name/s. TIP: To select all the List Names together, click on the # icon next to List Name column. 7. To change the sequence of column, select the check box next to appropriate Column Name, and click the Up or Down button as per the requirements. If the sequence of column name in the file you are importing is opposite of the sequence in Import Mailing List, then you need to change the sequence in-mail List according the csv file. Also note that the sequence of columns should be changed before specifying file name or mapping list names. PostMaster Enterprise Manual For Users 6-133

149 8. Click the Import button. Figure 6-20 :The Choose file dialog box PostMaster Enterprise Manual For Users 6-134

150 Export Recipients To export the recipients: 1. Access the Recipient Manager tab. Refer: Accessing The Recipients Manager Tab 2. In the Recipient Manager section, click the Export button. The Mailing List Export window is displayed. Refer: Figure 6-21 Figure 6-21 :The Mailing List Export window 3. In the File Name box, enter the appropriate name. 4. To include column headings, such as Name and Address with the recipients list, select the Add Column Headings check box. 5. Select the check box/es next to the appropriate List Name/s. 6. To change the sequence of column, select the check box next to appropriate Column Name, and click the Up or Down button as per the requirements. 7. Click the Export button. The File Download dialog box is displayed. Refer: Figure 6-22 PostMaster Enterprise Manual For Users 6-135

151 Figure 6-22 :The File Download dialog box 8. To open and view the file, click the Open button. The Filename.txt window is displayed. Here the filename is the name specified by you in the File Name box. Figure 6-23 The Filename.txt window 9. To save the file, click the Save button. The Save As dialog box is displayed. Figure 6-24 :The Save As dialog box PostMaster Enterprise Manual For Users 6-136

152 10. Specify the appropriate location. 11. In the File name box, enter the appropriate name. 12. From the Save as type drop-down list, select the appropriate type. 13. Click the Save button. The Download complete dialog box is displayed. Figure 6-25 :The Download complete dialog box 14. Click the appropriate button as per your need. PostMaster Enterprise Manual For Users 6-137

153 Find/Search A Recipient To find/search a recipient: 1. Access the Recipient Manager tab. Refer: Accessing The Recipients Manager Tab 2. In the Recipient Manager section, click the Find button. The Recipient Find window is displayed. Refer: Figure 6-26 Figure 6-26 :The Recipient Find window 3. In the Real Name box, enter the appropriate name. 4. To find/search by both name and address, select the And option below Real Name box. 5. To find/search by either name or address, select the Or option below Real Name box. 6. In the box, enter the appropriate address. 7. Click the Confirm button. If the searched name exists, the details will be displayed below the Confirm button. PostMaster Enterprise Manual For Users 6-138

154 6.6 Recipient-List Manager Recipient-List Manager allows you to Subscribe/Un-subscribe a recipient for or from a list. PostMaster Enterprise Manual For Users 6-139

155 Accessing The Recipient-List Manager Tab To access the Recipient-List Manager tab: 1. Access the Mailing List page. 2. Expand Configure and click Recipients List. The Recipient List Manager page is displayed. Refer: Figure 6-27 Figure 6-27 :The Recipient-List Manager page PostMaster Enterprise Manual For Users 6-140

156 Subscribing A Recipient For A List To subscribe a recipient for a list: 1. Access the Recipient List Manager tab. Refer: Accessing The Recipient-List Manager Tab 2. In the Recipient-List Manager section, from the Display List drop-down list, select the appropriate list in which the desired recipient you want to subscribe for a list is mapped. 3. Select the appropriate check box next to the desired Real Name i.e. recipient you want subscribe. 4. From the Options drop-down list, select Subscribe. 5. From the List drop-down list, select the appropriate list to which you want to subscribe the selected recipient. 6. Click the Go button. PostMaster Enterprise Manual For Users 6-141

157 Un-subscribing A Recipient From A List To unsubscribe a recipient from a list: 1. Access the Recipient-List Manager tab. Refer: Accessing The Recipient-List Manager Tab 2. In the Recipient-List Manager section, from the Display List drop-down list, select the appropriate list in which the desired recipient you want to unsubscribe from a list is mapped. 3. Select the appropriate check box next to the desired Real Name i.e. recipient you want unsubscribe. 4. From the Options drop-down list, select Unsubscribe. 5. From the List drop-down list, select the appropriate list from which you want to unsubscribe the selected recipient. 6. Click the Go button. TIP: To select all the Recipients in a list together, click on the # icon next to Real Name column. PostMaster Enterprise Manual For Users 6-142

158 6.7 Blocked Recipient Manager Blocked Recipient Manager allows you to block and unblock recipients from receiving campaign messages. PostMaster Enterprise Manual For Users 6-143

159 Accessing The Blocked Recipient Manager Tab To access the Blocked Recipient Manager tab: 1. Access the Mailing List page. 2. Expand Configure and click Blocked Recipient Manager. The Blocked Recipient Manager page is displayed. Refer: Figure 6-28 Figure 6-28 :The Blocked Recipient Manager page PostMaster Enterprise Manual For Users 6-144

160 Block/Unblock A Recipient To block/unblock a recipient: 1. Access the Blocked Recipient Manager tab. 2. In the Blocked Recipient Manager section, from the Display List drop-down list, select the appropriate list in which the desired recipient you want to block/unblock is mapped. 3. Select the appropriate check box next to the desired Real Name i.e. recipient you want block/unblock. 4. To block the selected recipient, from the Options drop-down list, select Block OR To unblock the selected recipient, from the Options drop-down list, select Unblock. 5. Click the Go button. TIP: To select all the Recipients in a list together, click on the # icon next to Real Name column. PostMaster Enterprise Manual For Users 6-145

161 6.8 The Campaign Menu Accessing The Campaign page To access the Campaign menu: 1. Access the Mailing List page. 2. Expand Configure and click Campaigns. The Campaigns Manager page is displayed. Refer: Figure 6-29 Figure 6-29 :The Campaign menu PostMaster Enterprise Manual For Users 6-146

162 Add A New Campaign To add a new campaign: 1. Access the Campaigns menu. 2. In the Campaign Management section, click Add New. The Campaign Information window is displayed. Refer: Figure 6-30 Figure 6-30 :The Campaign Information window 3. In the Campaign Information section, in the Campaign Name box, enter the appropriate name. 4. In the Campaign Description box, enter the appropriate description. 5. From the EML ( ) Mode drop-down list, select the appropriate option. 6. To enable URL redirect, select the URL Redirect Enabled check box. 7. From the Status drop-down list, select the appropriate option. 8. To enable campaign scheduling, select the Schedule Enabled check box. PostMaster Enterprise Manual For Users 6-147

163 9. To specify the schedule date and time, from the Scheduled Time drop-down lists, select the appropriate date and time respectively. 10. In the Information section, in the Sender box, enter the appropriate address (the default address is 11. In the Sender Name box, enter the appropriate name. 12. In the Subject box, enter the appropriate subject of campaign. 13. In the Reply To box, enter the appropriate reply address. (the default address is 14. In the List Information section, select the appropriate check box next to the desired list you want to map with the campaign. 15. To test whether the campaign is configured properly, click the Test button. The campaign will be sent to the specified test id. 16. To send campaign now, click the Start button. OR To save and send campaign at the scheduled time, click the Confirm button. PostMaster Enterprise Manual For Users 6-148

164 6.8.1 Edit A Campaign To edit a campaign: 1. Access the Campaigns menu. 2. In the Campaign Management section, click Edit next to the appropriate campaign name. The Campaign Information window is displayed. 3. Make the appropriate changes. 4. To test whether the campaign is configured properly, click the Test button. The campaign will be sent to the specified test id. 5. To send campaign now, click the Start button. OR To save and send campaign at the scheduled time, click the Confirm button. PostMaster Enterprise Manual For Users 6-149

165 6.8.2 Delete An Unsent Campaign To delete an unsent campaign: 1. Access the Campaigns menu. 2. In the Campaign Management section, click Delete next to the appropriate unsent campaign name. The Confirmation dialog box is displayed. Refer: Figure Click Confirm. Figure 6-31 :The Confirmation dialog box PostMaster Enterprise Manual For Users 6-150

166 6.8.3 View A Campaign To view a campaign: 1. Access the Campaigns menu. Refer: To access MailingList page: 2. In the Campaign Management section, click Edit next to the appropriate campaign name. The Campaign Information window is displayed. Refer: Figure 6-32 Figure 6-32 :The Campaign Information-view window PostMaster Enterprise Manual For Users 6-151

167 6.8.4 Add A Message In A Campaign To add a message in a campaign: 1. Access the Campaigns menu. 2. In the Campaign Management section, click Message next to the appropriate campaign name. The Compose Message window is displayed. Refer: Figure 6-33 Figure 6-33 : The Compose Message window 3. In the message area, enter the appropriate message. 4. Click the Submit button. PostMaster Enterprise Manual For Users 6-152

168 6.8.5 Purge Campaigns To purge the campaigns: 1. Access the Campaigns menu. 2. Click the Purge button below the Campaign Management section. The Campaign Management window is displayed. Refer: Figure 6-34 Figure 6-34 The Campaign Management window 3. Select the check boxes next to the appropriate Campaign Name you want to delete. 4. Click the Delete button. 5. To close the Campaign Management window, click the Cancel button. PostMaster Enterprise Manual For Users 6-153

169 6.9 The Statistics Menu PostMaster Enterprise Manual For Users 6-154

170 6.9.1 Accessing The Statistics Menu To access the Statistics menu: 1. Access the Mailing List page. 2. Expand Logs and click Statistics. The Statistics menu is displayed. Refer: Figure 6-35 Figure 6-35 :The Statistics menu Need to change PostMaster Enterprise Manual For Users 6-155

171 6.9.2 Working with Statistics The Statistics section allows you to view the following details: Field Name Campaign Name Date Sent Count View Count Click Count Bounce Count Use Displays the name of the sent campaigns. Displays the sent date of the campaigns. Displays the number of recipients to which a particular campaign has been sent. Displays the number of recipients received a particular campaign message. Displays the number of times recipients have clicked on the link specified in a campaign message. Displays the number of recipients did not received a particular campaign message. TIP: To view the details of the counts, click on the to count value. icon next PostMaster Enterprise Manual For Users 6-156

172 6.10 The Logs Menu The Logs section allows you to configure settings and manage log details for: System Sent Click View Unsubscribe Bounce PostMaster Enterprise Manual For Users 6-157

173 Accessing The Logs Tab To access the Logs tab: 1. Access the Mailing List page. 2. Expand Logs and click Logs. The Logs page is displayed. Refer: Figure 6-36 Figure 6-36 :The Logs page PostMaster Enterprise Manual For Users 6-158

174 Configure The Logs Settings To configure the Logs Settings: 1. Access the Logs tab. 2. To disable logging for a particular LogName, from the Logging drop-down list, select Disabled. OR To enable brief logging for a particular LogName, from the Logging drop-down list, select Normal. OR To enable detailed logging for a particular LogName, from the Logging drop-down list, select Detailed. 3. Click the Confirm button. PostMaster Enterprise Manual For Users 6-159

175 Purge Logs To purge the logs: 1. Access the Logs tab. 2. In the Settings section, from the Purge column, select the appropriate check box for the desired LogName/s you want to purge. 3. Click the Purge button. PostMaster Enterprise Manual For Users 6-160

176 View Logs Of A Particular LogName To view logs of a particular LogName: 1. Access the Logs tab. 2. In the Settings section, click the View link next to the Purge column for the desired LogName. The Logs window is displayed. 3. To view logs for a particular day, from the Available Files dropdown list, select the appropriate day. 4. To Word wrap the log details, select the Word Wrap check box. 5. To navigate through different log pages, click on the desired navigation button, viz..; First, Previous, Next, Last 6. To close the Logs window, click OK. PostMaster Enterprise Manual For Users 6-161

177 Module5 - Archive PostMaster Enterprise Manual For Users 6-162

178 7. ARCHIVE PostMaster Enterprise Manual For Users 7-163

179 7.1 Accessing To access MailingList page: 1. Invoke the browser. You can use any one of the browsers listed in System Requirements to work with PostMaster Enterprise. 2. Type the IP Address of the computer on which PostMaster Enterprise is installed. If the IP address of the PostMaster Enterprise computer were , you would type If the IP address of the PostMaster Enterprise computer were and the HTTP Server of PostMaster Enterprise is running on port other than 80 (the default HTTP port) say 8000, you would type You can login to PostMaster Enterprise from the same machine on which PostMaster Enterprise is running or any other machine in the LAN. This facilitates remote access of PostMaster Enterprise WebCal. 3. Click Go or press Enter. The PostMaster Enterprise Login page is displayed. Figure 7-1 The Login Page 4. Type the User Name and Password. PostMaster Enterprise Manual For Users 7-164

180 5. Click Login. If the User Name and Password are authentic, the PostMaster Enterprise Home page is displayed. Refer Figure 5-2. Figure 7-2 PostMaster Enterprise Home page 6. If you are logged in as Administrator then click the Swtich to User View on top right of the PostMaster Enterprise home page. The Webmail page is displayed (It is a default page if logged in as user). PostMaster Enterprise Manual For Users 7-165

181 Figure 7-3: The WebMail Page 7. Click Archive on the PostMaster Enterprise home page. A page showing the default maling list view for the user is displayed. PostMaster Enterprise Manual For Users 7-166

182 Figure 7-4: The Archive page PostMaster Enterprise Manual For Users 7-167

183 7.2 The Retrieve Menu Using Retrieve Menu, you can perform the following actions: Retrieve archived mails. Resend searched mails to the original recipients. Send searched mails to new recipients. Send searched mails to the selected original recipients. PostMaster Enterprise Manual For Users 7-168

184 7.2.1 Accessing The Retrieve Menu To access the Retrieve menu: 1. Access the Archive Management. 2. In the Archive pane, click Retrieve. The Retrieve page is displayed. Refer: Figure 6-29 Figure 7-5 :The Retrieve menu PostMaster Enterprise Manual For Users 7-169

185 7.2.2 Retrieve Archived Mails To retrieve archived mails: 1. Access the Retrieve menu. 2. In the Search Archived Mails section, from the Date Range drop-down lists, select the appropriate From and To date in ddmonth-yyyy format. 3. To search mails with respect to a particular field, such as From, To, Cc, Subject, and Body, from the Search Where drop-down list, select the appropriate option. 4. To specify position of the text, such as Starts With, Contains, and EndsWith in the required mails, from the Search How dropdown list, select the appropriate option. 5. In the Search What box, enter the appropriate text which exists in the required archived mails. 6. To specify more conditions for searching archived mails, repeat Step 3 to Step To search mails based on all the three conditions as true, from the Condition drop-down list, select AND. 8. To search mails based on at least one of the conditions as true, from the Condition drop-down list, select OR. 9. To search mails based on the different combinations of all the three conditions: 10. Click the Advanced button. The Available Options page is displayed. Refer: Figure 7-6 Figure 7-6 :The Available Options page PostMaster Enterprise Manual For Users 7-170

186 From the Available Options section, select the appropriate option. 11. Click the Submit button to execute search. The Search Result - Retrieve page is displayed. Refer: Figure 7-7 Figure 7-7 :The Search Result - Retrieve page PostMaster Enterprise Manual For Users 7-171

187 7.2.3 Resend Mails To The Original Recipients. To resend mails to the original recipients: 1. Retrieve the required archived mails. Refer: Retrieve Archived Mails 2. Open the appropriate mail. The View Message page is displayed. Refer: Figure 7-8 Figure 7-8 :The View Message page 3. Click the Resend link below the Subject field. The Confirm page is displayed. Refer: Figure 7-9 Figure 7-9 The Confirm page 4. Click OK to go back to message page. PostMaster Enterprise Manual For Users 7-172

188 7.2.4 Send Mails To New Recipients. To send mails to new recipients: 1. Retrieve the required archived mails. Refer: Retrieve Archived Mails 2. Open the appropriate mail. The View Message page is displayed. Refer: Figure Click the Send New link below the Subject field. The Send New page is displayed. Refer: Figure 7-10 Figure 7-10 :The Send New page 4. In the Send New box, enter the appropriate recipient address To enter two or more addresses seperate them with commas. For example john.smith,mathew.hayden, and alec.stewart. 5. Click the Submit button. The Confirm page is displayed. Refer: Figure 7-11 Figure 7-11 :The Confirm page 6. Click OK to go back to message page. PostMaster Enterprise Manual For Users 7-173

189 7.2.5 Send Mails To The Selected Original Recipients. To send mails to the selected original recipients: 1. Retrieve the required archived mails. Refer: Retrieve Archived Mails 2. Open the appropriate mail. The View Message page is displayed. Refer: Figure Click the Send Select link below the Subject field. The Send Select page is displayed. Refer: Figure 7-12 Figure 7-12 :The Send Select page 4. In the Send Select section, select the check box next to the appropriate address. 5. Click the Submit button. The Confirm page is displayed. Refer: Figure 7-13 Figure 7-13 :The Confirm page 6. Click OK to go back to message page. PostMaster Enterprise Manual For Users 7-174

190 7.3 The Recreate Menu Using the Recreate menu, you can perform the following actions: Search archived mails based on a particular user. Recreate searched mails in the mailbox. PostMaster Enterprise User Manual 7-175

191 7.3.1 Accessing The Recreate Menu To access the Recreate menu: 1. Access the Archive Management page. 2. In the Archive pane, click Recreate. The Recreate page is displayed. Refer: Figure 6-12 Figure 7-14 :The Recreate page PostMaster Enterprise User Manual 7-176

192 7.3.2 Search Archived Mails Of A Particular User To search archived mails of a particular user: 1. Access the Recreate menu. 2. In the Recreate Mailbox From Archive Mails section, from the Date Range drop-down lists, select the appropriate date in ddmonth-yyyy format. 3. In the User Login box, enter the appropriate user name. 4. Click the Confirm button. The Search Results page is displayed. PostMaster Enterprise User Manual 7-177

193 7.3.3 Recreate Archived Mails In The Mailbox To recreate archived mails in the mailbox: 1. Search the required mails based on a particular user. 2. To recreate mail/s on the current page, select the appropriate check box/es next to the desired mail/s. OR To recreate all the mails on the current page, select the Select All This Page check box. OR To recreate all the mails on all the pages, select the Select All This User check box. 3. Click the Confirm button to execute recreation. PostMaster Enterprise User Manual 7-178

194 7.4 The Indexes Menu PostMaster Enterprise User Manual 7-179

195 7.4.1 Accessing The Indexes Menu To access the Preferences menu: 1. Access the Archive Management page. 2. In the Archive section, click Indexes. The Indexes menu is displayed. Figure 7-15 :The Indexes menu PostMaster Enterprise User Manual 7-180

196 7.5 The Preferences Menu The Preferences menu allows you to specify maximum mails (results) to be displayed per page after searching. PostMaster Enterprise User Manual 7-181

197 7.5.1 Accessing The Preferences Menu To access the Preferences menu: 1. Access the Archive Management page. 2. In the Archive section, click Preferences. The Preferences menu is displayed. Figure 7-16 :The Preferences menu PostMaster Enterprise User Manual 7-182