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Extended Systems OneBridge 4.1 User Manual

Extended systems real time server user guide
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OneBridge
Real Time Server
4.1
User Guide

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  • Page 1 ® OneBridge Real Time Server User Guide...
  • Page 3 Copyright © 2000-2003 Extended Systems, Inc. and its licensors. All rights reserved. OneBridge Products, including but not limited to OneBridge Mobile Data Suite; and OneBridge Mobile Groupware and its components, namely, Presentation Server, Integration Server, Real Time Server, Sync Server, and Mobile Agent;...

  • Page 5: Table Of Contents

    Section 1: Welcome to OneBridge® Real Time Server ... 1 About Real Time... 1 About this guide ... 2 Section 2: Getting started ... 3 Palm functions... 4 Navigating Real Time... 4 Choosing menu items ... 5 Clicking buttons ... 5 Entering text in text boxes...
  • Page 6 Table of Contents Pocket PC functions... 21 Navigating Real Time ... 21 Choosing menu items... 22 Clicking buttons... 23 Entering text in text boxes ... 24 Choosing items from list boxes ... 25 Web browser functions... 26 Navigating Real Time ... 26 Choosing menu items...
  • Page 7 Section 5: Managing meetings... 53 Viewing Day View... 54 Viewing Week View... 55 Viewing Month View... 56 Scheduling meetings ... 57 Viewing details of meetings... 59 Editing details of meetings... 60 Canceling meetings ... 61 Enabling meeting reminders... 61 Section 6: Managing tasks ... 63 Viewing task details ...
  • Page 8 Table of Contents...

  • Page 9: List Of Figures

    List of Figures Palm handheld device and scrollbar ... 4 Menu items on a Palm handheld device ... 5 Buttons on a Palm handheld device ... 5 Drop-down list boxes on a Palm handheld device... 6 List boxes on a Palm handheld device... 6 Mobile phone (UP.Link) arrow keys ...
  • Page 10 List of Figures Recipient List screen ... 41 Add Recipients screen ... 42 Searching contacts ... 46 Browsing contacts... 47 Viewing contact details ... 48 Contact name in the recipient list... 49 Adding contacts to Contacts... 50 Delete confirmation screen... 51 Viewing calendars...

  • Page 11: Section 1: Welcome To Onebridge® Real Time Server

    About Real Time Welcome to OneBridge Real Time Server Welcome to OneBridge Real Time Server. This section provides information about: • Real Time. See page 1. • This guide. See page 2. Real Time is a personal information management (PIM) and messaging application that lets mobile business users access and use email and contacts anywhere, at any time.

  • Page 12: About This Guide

    Welcome to OneBridge® Real Time Server About this guide This manual provides you with a comprehensive guide to procedures and requirements for using Real Time: • Section 1 (this section) – overview of the Real Time manual • Section 2 on page 3 – how to use your device to operate Real Time and how to log in to Real Time •...

  • Page 13: Section 2: Getting Started

    Getting started This section outlines: • How mobile devices differ in functionality and how to use Real Time on them. Real Time is optimized for each device type. It is important to be familiar with the use of your mobile device before working with Real Time.

  • Page 14: Palm Functions

    Getting started Palm functions Navigating Real Time This section guides you through using Real Time on Palm handheld devices. This section reviews the following operations: • Navigating Real Time • Choosing menu items • Clicking buttons • Entering text in text boxes •...

  • Page 15: Choosing Menu Items

    Palm handheld devices let you navigate through screens that you have already viewed in Real Time. Note A menu item appears as underlined text on the screen of your device. Choosing menu Choosing a menu item directs you to another screen in Real Time. items Figure 2-2: Menu items on a Palm handheld device 1.

  • Page 16: Entering Text In Text Boxes

    Getting started Entering text in text boxes Choosing items from list boxes Text boxes let you enter information in Real Time. When you select a text box, you can enter text or edit its contents. To enter text in a text box 1 Tap a text box.
  • Page 17 To choose an item from a drop-down list box 1 Tap a list box. If all items do not fit on one page, arrows appear at the top and bottom of the list. Click these arrows to navigate the list. 2 Tap an item.

  • Page 18: Mobile Phone Functions (Up.link Microbrowser)

    Getting started Mobile phone functions (UP.Link microbrowser) Navigating Real Time This section guides you through using Real Time on mobile phones that use the UP.Link microbrowser. This section reviews the following operations: • Navigating Real Time • Clicking buttons • Choosing menu items •...

  • Page 19: Clicking Buttons

    Most models of mobile phones have two buttons located directly below Clicking buttons the screen. These buttons correspond to the commands located at the bottom of the screen, just above the buttons. When you press a button, Real Time performs the command displayed on the screen above that button.

  • Page 20: Choosing Menu Items

    Getting started Choosing menu items The following table lists some common buttons that you will encounter on the screen of your mobile phone when using Real Time. Button This command lets you... Execute functions, such as choosing items from menus and list boxes.

  • Page 21: Entering Text In Text Boxes

    Entering text in text boxes Mobile phone functions (UP.Link microbrowser) To choose a menu item 1 Highlight a menu item on the screen. Scroll using the arrow keys until the arrow appears to the left of the chosen menu item. You can also use the keypad to type the number corresponding to the menu item.

  • Page 22: Choosing Items From List Boxes

    Getting started Choosing items from list boxes List boxes look similar to text boxes and menu items. When you choose a list box, the items in the list appear on the screen. You can then use the arrow keys to select an item from a list. Figure 2-10: Using list boxes on a mobile phone (UP.Link) 1.

  • Page 23: Mobile Phone Functions (Nokia Microbrowser)

    Mobile phone functions (Nokia microbrowser) Navigating Real Time Clicking buttons Mobile phone functions (Nokia microbrowser) This section guides you through using Real Time on mobile phones that use the Nokia WAP-compliant microbrowser. This section reviews the following operations: • Navigating Real Time •...

  • Page 24: Choosing Menu Items

    Getting started Choosing menu items The following table lists some common buttons that you will encounter on the screen of your Nokia mobile phone when using Real Time. Button This command lets you... Link Go to the selected link. This is how you choose underlined menu items and buttons.

  • Page 25: Entering Text In Text Boxes

    Mobile phone functions (Nokia microbrowser) You can identify text boxes by the brackets that surround them. When Entering text in text you select a text box, you can enter text or edit its contents. boxes Figure 2-12: Entering text on a mobile phone (Nokia) 1.
  • Page 26 Getting started To choose an item from a list box 1 Use the arrow keys to navigate to a list. 2 Click the List button. 3 Click the Select button to select an item in the list. The radio button changes to selected (filled), indicating that item is chosen.

  • Page 27: Rim Device Functions

    RIM device functions Navigating Real Time This section guides you through using Real Time on RIM Handheld devices. This section reviews the following operations: • Navigating Real Time • Choosing menu items • Clicking buttons • Entering text in text boxes •...

  • Page 28: Choosing Menu Items

    Getting started Choosing menu items Clicking buttons A menu item appears as text on the screen of the device. Choosing a menu item directs you to another screen in Real Time. Figure 2-15: Choosing menu items on a RIM device 1.

  • Page 29: Entering Text In Text Boxes

    RIM device functions Text boxes are identified by the brackets that surround them. When you Entering text in text select a text box, you can enter text or edit its contents boxes Figure 2-17: Entering text on a mobile phone 1.
  • Page 30 Getting started To choose an item from a list box 1 Highlight the list. 2 Click the trackwheel to open the menu. 3 Select and click the ShowList menu item. The contents of the list appear on screen. 4 Highlight an item in the list. 5 Click the trackwheel.

  • Page 31: Pocket Pc Functions

    Pocket PC functions Navigating Real Time This section guides you through using Real Time on Pocket PC devices. This section reviews the following operations: • Navigating Real Time • Choosing menu items • Clicking buttons • Entering text in text boxes •...

  • Page 32: Choosing Menu Items

    Getting started Choosing menu items A menu item appears as a link in a Web browser. Choosing a menu item follows the link. Figure 2-20: Choosing menu items on a Pocket PC 1. A menu item on a Pocket PC To choose a menu item •...

  • Page 33: Clicking Buttons

    Pocket PC functions Buttons in the browser on a Pocket PC are similar to those in a Clicking buttons Windows desktop application. However, instead of clicking them using a mouse, you tap them using a stylus. Figure 2-21: Clicking buttons on a Pocket PC 1.

  • Page 34: Entering Text In Text Boxes

    Getting started Entering text in text boxes Text boxes in a Web browser on a Pocket PC are similar to those in a Windows desktop application. However, a Pocket PC does not have a keyboard, so you must tap the letters on the on-screen keyboard. Figure 2-22: Entering text in text boxes on a Pocket PC 1.

  • Page 35: Choosing Items From List Boxes

    Pocket PC functions List boxes in a Web browser on a Pocket PC are similar to those in a Choosing items Windows desktop application. However, instead of clicking them using from list boxes a mouse, you tap them using a stylus. Figure 2-23: Choosing items from list boxes on a Pocket PC 1.

  • Page 36: Web Browser Functions

    Getting started Web browser functions Navigating Real Time This section guides you through using Real Time on Web browsers, such as Internet Explorer or Netscape Navigator. This section reviews the following operations: • Navigating Real Time • Choosing menu items •...

  • Page 37: Choosing Menu Items

    Web browser functions A menu item appears as a link in a Web browser. Choosing a menu item Choosing menu follows the link. items Figure 2-25: Choosing menu items in a Web browser 1. A menu item in a Web browser Buttons in a Web browser are similar to those in a Windows desktop Clicking buttons application.

  • Page 38: Entering Text In Text Boxes

    Getting started Entering text in text boxes Choosing items from list boxes Text boxes in a Web browser are similar to those in a Windows desktop application. Figure 2-27: Entering text in text boxes in a Web browser 1. A text box in a Web browser List boxes in a Web browser are similar to those in a Windows desktop application.

  • Page 39: Starting Real Time

    Starting Real Time Now that you are familiar with Real Time’s standard operations, you are ready to start using Real Time. Figure 2-29: Login screen Logging in to Real Time takes you to the Main menu. From the Main menu, you can access all other features. When you are finished using Real Time, you must log out to exit.
  • Page 40 Getting started 5 Click Login. If you have created a user profile, the following screens appear: • Profile Password. The profile contains information about one mail server. This screen appears if you have not specified a password for the profile. Type your password for the mail server.

  • Page 41: Exchange Username Field

    Real Time for Exchange allows the user to enter the following Exchange information in the Username field: Username field • NT Username - The Exchange Server NT Domain name will be used from the metabase settings or the Params field. Alias value is used from the Params field or is assumed to be the same as the NT Username.
  • Page 42 Getting started...

  • Page 43: Section 3: Managing Messages

    Viewing messages Managing messages Real Time lets you access many messaging features available in your mail server. In this section, you will learn how to: • View messages. See “Viewing messages” on page 33. • Compose, reply to, forward, and delete messages. See: •...
  • Page 44 Managing messages message directly from the Inbox list. You can access many operations, such as forwarding and replying to messages, from both the Message Header and the Message Body screens. For more information, see “Replying to messages” on page 39 and “Forwarding messages” on page 40.
  • Page 45 To view a message header 1 From the Main menu, choose Inbox. 2 Choose a message. 3 Click Header. This displays the Message Header screen. If the message contains attachments, the headers include attachments. The attachments feature is available only on desktop Web Note browsers such as Internet Explorer and Netscape Navigator.

  • Page 46: Composing Messages

    Managing messages Composing messages To filter messages 1 From the Main menu, choose Inbox. 2 Click the Find & Sort button. 3 Choose one or more of the following and enter the criteria to sort • From • Subject • Priority 4 Click Apply.

  • Page 47: Compose Screen

    To compose a message 1 From the Main menu, choose Compose. You can also click Compose from the Inbox. Figure 3-4: Compose screen 2 Click To. You can add To, CC, Subject, Priority, Message, and Note Attachment information in any order. The order in this procedure is recommended.

  • Page 48: Adding Attachments

    Managing messages Adding attachments Removing attachments Forwarding attachments to a third party for conversion If you are sending email from a platform that supports it, you can attach files to your emails. Currently, adding attachments is supported on Web browsers only; that is, on Netscape Navigator and Internet Explorer.

  • Page 49: Replying To Messages

    Replying to messages To forward your attachments to a third party for conversion 1 From the Main menu, choose Inbox. 2 Choose a message. 3 Click Msg or Header. 4 Click Attcmts (Attachments). A status message is returned, indicating the attachments that were forwarded on for processing.

  • Page 50: Forwarding Messages

    Managing messages Forwarding messages Deleting messages You can forward messages from the Inbox. To forward a message 1 From the Main menu, choose Inbox. 2 Choose a message. 3 Click Msg or Header. 4 Click Forward. 5 Follow steps 2-11 from “To compose a message” on page 37. If you forward a message that has an attachment, the Note attachment is forwarded as well.

  • Page 51: Using The Recipient List

    Using the recipient list Adding recipients to messages You can use the recipient list when you are: • Composing, replying to, and forwarding messages • Scheduling and editing meetings The recipient list lets you add any number of recipients from Contacts to your message or meeting request.
  • Page 52 Managing messages Figure 3-6: Add Recipients screen The Search screen appears. 4 Type in a first name or last name to search, or click Browse to browse your contacts. You can also search by name fragments. For example, entering a “J” in the First Name text box returns all first names beginning with a “J.”...

  • Page 53: Removing Recipients From Messages

    You can remove any of the recipients from the recipient list before you Removing send a message. The recipient list must contain at least one name to recipients from send a message. messages To delete a recipient from a message 1 Compose a message.
  • Page 54 Managing messages...

  • Page 55: Section 4: Using And Managing Contacts

    Using and managing contacts Real Time lets you view lists of contacts and maintain your own list of contacts. A contact list contains information, including names, address, fax and phone numbers, and email addresses. In this section, you will learn how to: •...

  • Page 56: Searching And Browsing Contact Lists

    Using and managing contacts Searching and browsing contact lists Real Time lets you search for contacts by first and last name and browse the contents of your Contacts. When you browse a contacts list, you view a list of contact names. To search Contacts 1 From the Main menu, choose contacts.

  • Page 57: Viewing Contact Details

    Viewing contact details Figure 4-2: Browsing contacts You can view the details of any contact. The contact details can include information such as the name, address, email, phone number, and fax number of the contact. To view the contact details 1 Search or browse a contact list.

  • Page 58: Dialing Contacts

    Using and managing contacts Dialing contacts Figure 4-3: Viewing contact details After viewing contact details, you can also: • Dial the contact. See “Dialing contacts” on page 48. • Email the contact. See “Emailing contacts” on page 49. If you are using Real Time on a mobile phone, you can call a contact directly from the contact details.

  • Page 59: Emailing Contacts

    Emailing contacts Adding contacts You can compose an email message to a contact directly from the contact details. To send an email message to a contact 1 View the contact details. See “To view the contact details” on page 47. 2 Click Email.

  • Page 60: Editing Contacts

    Using and managing contacts Editing contacts Figure 4-5: Adding contacts to Contacts To add a contact 1 From the Main menu, choose Contacts. 2 Choose Add Contact. The Add/Edit screen appears. 3 Type text in some or all of the following text boxes: •...

  • Page 61: Deleting Contacts

    Deleting contacts Real Time lets you delete contacts. To delete a contact 1 View the contact details. See “To view the contact details” on page 47. 2 Click Delete. A message appears confirming that you want to permanently delete the contact from the list. Figure 4-6: Delete confirmation screen 3 Click Yes.
  • Page 62 Using and managing contacts...

  • Page 63: Section 5: Managing Meetings

    Managing meetings Real Time has a calendar that lets you keep track of all of your meetings. You can schedule meetings in your calendar and change, delete, and send meeting reminders for all meetings that you schedule. You can also schedule meetings with contacts from Global Contacts.

  • Page 64: Viewing Day View

    Managing meetings Viewing Day View When you view the calendar, the Day View appears by default, displaying a list of meetings for the current date. You have the ability to view previous and upcoming meetings on a daily, weekly, or monthly basis.

  • Page 65: Viewing Week View

    Viewing Week View The Week View lets you view all meetings scheduled within the span of an entire week. You can also view meetings scheduled in upcoming and previous weeks. Figure 5-3: Week View screen To view the Week View 1 From the Main menu, choose Calendar.

  • Page 66: Viewing Month View

    Managing meetings Viewing Month View The Month View lets you view all meetings scheduled within the span of the current month. You can also view meetings scheduled in the upcoming and previous months. Figure 5-4: Month View screen To view the Month View 1 From the Main menu, choose Calendar.

  • Page 67: Scheduling Meetings

    Scheduling meetings Real Time lets you schedule meetings and add them to your calendar. You can specify the details of a meeting, including the date, subject, location, start time, duration, and attendees. You can schedule a meeting with a contact directly from the contact detail in Global or Personal Contacts.

  • Page 68: Start Date Screen

    Managing meetings 5 Type text in the following text boxes: • Subject • Location • Description 6 Repeat until you have filled in all the fields you want. 7 From the Show Time list box, choose one of the following values: •...

  • Page 69: Viewing Details Of Meetings

    Viewing details of meetings To schedule a meeting with a current contact 1 View the contact details. See “To view the contact details” on page 47. 2 Click Meet. The Edit Meeting screen appears. 3 Follow steps 3-12 from “To schedule a meeting” on page 57. Real Time lets you view the details of meetings scheduled in your calendar.

  • Page 70: Editing Details Of Meetings

    Managing meetings Editing details of meetings Real Time lets you change the details of meetings. These details include the date, subject, location, start time, description, duration, and attendees. You can only change the details of meetings that you have created. Figure 5-8: Meeting Detail screen To edit the details of a meeting 1 View the details of a meeting.

  • Page 71: Canceling Meetings

    Canceling meetings Enabling meeting reminders When using Real Time, you can cancel the meetings that you organized in your calendar. You can cancel only the meetings that you have created. Note To cancel a meeting 1 View the details of a meeting. See “To view the details of a meeting”...

  • Page 72: Meeting Reminder Screen

    Managing meetings Figure 5-9: Meeting Reminder screen 3 Choose Enable. 4 Type text in the following text boxes: • Hours • Minutes This is the length of time prior to the meeting that the meeting reminder will be sent. 5 Click OK. To disable the meeting reminder 1 View the details of a meeting.

  • Page 73: Section 6: Managing Tasks

    Managing tasks Real Time lets you maintain and update a list of existing tasks and create new tasks from your mobile device. In this section you will learn how • View task details. See “Viewing task details” on page 64. •...

  • Page 74: Viewing Task Details

    Managing tasks Viewing task details You can view detailed information about existing tasks. This includes the subject, priority, status, description, start date, and due date. To view the details of a task 1 From the Main menu, choose Tasks. 2 Choose a task from the task list. The selected task scrolls to show the subject, start date, due date, and status.

  • Page 75: Adding Tasks

    Adding tasks Real Time lets you add new tasks to the task list. You can specify information—such as the subject, priority, status, and start and due dates—for each task that you create. Figure 6-3: Adding tasks To add a task 1 From the Main menu, choose Tasks.

  • Page 76: Start Date Screen

    Managing tasks 6 Choose an item from the following list boxes: • Priority • Status 7 Click Save when you are finished, or click StartDate. 8 If you click StartDate, click Edit to add a start date. Figure 6-5: Start Date screen 9 Type text in the following text boxes, using the following formats: •...

  • Page 77: Editing Tasks

    Editing tasks Real Time lets you edit the details of any task in your task list. When you edit a task, you can change any or all of its details. To edit a task 1 From the Main menu, choose Tasks. 2 From the task list, choose a task.

  • Page 78: Marking Tasks As Complete

    Managing tasks Marking tasks as complete Deleting tasks When you have accomplished a task, you can mark that task as complete in Real Time. After you mark a task as complete, it no longer appears in your list of uncompleted tasks, by default. This setting can be changed by your system administrator.

  • Page 79: Section 7: Setting Options

    Setting options You can set options, such as: • Attachments. Allows you to configure attachments to be forwarded to a third party for conversion. • Auto login. When auto login is enabled, you can access the Real Time Main menu from your portal without entering a user name or password.

  • Page 80: Attachments

    Setting options Attachments Auto login This option allows you to configure the email address of a third party for converting attachments (for example, http://www.equin.com/ have the option to forward the email to that email address. A separate email for each attachment is returned, converted to text format. For more information, see “Forwarding attachments to a third party for conversion”...
  • Page 81 To enable auto login 1 From the Main menu, choose Options. 2 Choose Auto Login. The Auto Login screen appears. Figure 7-2: Auto Login screen 3 Choose Enable. A security warning appears to inform you that you will no longer need a user name or password to sign on to Real Time.

  • Page 82: Signature

    Setting options Signature You can configure a signature to add to the bottom of each mail that you send from Real Time. The signature can be text only. Note To configure a signature 1 From the Main menu, choose Options. 2 Choose Signature.

  • Page 83: Startup

    Startup You can set your default startup location. This is the location that will appear after you log in to Real Time, either manually or automatically. To choose your default starting location 1 From the Main menu, choose Options. 2 Choose Startup. The Startup screen appears.

  • Page 84: Time Zone

    Setting options Time zone You can set the time zone you are currently in to facilitate appointment, calendar, and other time-based activities on your mobile device. To set your current time zone 1 From the Main menu, choose Options. 2 Choose Time Zone. The Time Zone screen appears.

  • Page 85: User Profiles

    User profiles While installing Real Time, the system administrator chooses which mail servers are enabled. For information about mail servers, see the Real Time Administration Guide. You can add, edit, and delete personal profiles for each mail server that the system administrator has enabled. These profiles contain personal information—such as your user name and password—and mail server information—such as its name and domain.

  • Page 86: Available Profiles Screen

    Setting options Figure 7-7: Available Profiles screen 3 Click Add. 4 Choose a mail provider. Different mail providers appear depending on the mail providers that your system administrator has enabled. 5 Depending on the mail provider, specify values for the following: •...

  • Page 87: About

    About About You can get information about the version of Real Time you are running. To get information about Real Time 1 From the Main menu, choose Options. 2 Choose About.
  • Page 88 Setting options...

  • Page 89: Section 8: Addendum For Lotus Domino And Notes

    Section 8 Addendum for Lotus Domino and Notes This short addendum to the User Manual describes slight differences in the user experience if you are using Real Time with Lotus Domino. Replicating personal address books The personal address book must be replicated to the mail server so that mobile clients can see it.

  • Page 90: Folder List

    Addendum for Lotus Domino and Notes Folder List To replicate a Lotus Notes personal address book to the Domino server 1 Start Lotus Notes. 2 Go to your workspace, and select your local address book. 3 From the File menu, choose Replication > New Replica. 4 Select the correct server.
  • Page 91 adding appointment ...57 contact ...49 meeting ...57 recipient ...41 email ...41 message ...41 task ...65 address book Lotus Notes ...80 personal ...80 appointment adding ...57 cancelling ...61 changing ...60 deleting ...61 detail ...60 editing ...60 removing ...61 scheduling ...57 attachment viewing ...34 auto login ...70 enabling ...71...
  • Page 92 Index contact adding ... 50 browsing ... 46 calling ... 48 changing ... 50 deleting ... 51 detail ... 47 viewing ... 47 dialing ... 48 editing ...50 emailing ... 49 information ... 47 viewing ... 47 phoning ... 48 searching ...
  • Page 93 filtering email ...36 message ...36 finishing task ...68 forwarding email ...40 message ...40 function mobile phone Nokia ...13 UP.Link ... 8 Pocket PC ...21 RIM device ...17 Web browser ...26 Inbox viewing ...34 Internet Explorer ...26 logging in ...29 logging out ...30 Lotus Domino server ...80 Lotus Notes...
  • Page 94 Index Palm ... 3 function ... 4 using ... 4 personal address book ... 80 personal address book replicating ... 80 personal information management ... 1 phone ... 3 phoning contact ... 48 PIM ... 1 Pocket PC function ... 21 recipient ...
  • Page 95 task adding ...65 changing ...67 completing ...68 creating ...65 deleting ...68 detail ...64 editing ...67 finishing ...68 marking as complete ...68 marking as finished ...68 removing ...68 viewing ...64 typing text in text box using a mobile phone ...11 using a Palm handheld device ... 6 using a Pocket PC ...24 using a RIM device ...19 using a Web browser ...28...
  • Page 96 Index...

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