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Chronos iTriumph User Manual

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iTriumph™ User Guide
Chronos Inc.
January 26, 2014
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Summary of Contents for Chronos iTriumph

  • Page 1 User Guide Chronos Inc. January 26, 2014...
  • Page 2 Chronos. Your rights to the software are governed by the accompanying software license agreement. Every effort has been made to ensure that the information in this user guide is accurate. Chronos is not respon- sible for printing or clerical errors.

  • Page 3: Table Of Contents

    Chapter 1—Welcome Are you a SOHO Organizer user? Learning to Use iTriumph Chapter 2—Installation System Requirements Installing iTriumph — Chronos Version Important Library Folder Information Uninstalling iTriumph — Chronos Version Chapter 3—Accounts Personal Account Local Accounts CardDAV Accounts Popular Commercial CardDAV Accounts CalDAV iCloud, Google, &...
  • Page 4 Smart Groups Searching Contacts Merging Contacts Working With Contact Fields Automatic Postal Code Lookups Working With Blocks Messages & FaceTime Phone Formatting Attachments Contact Links Printing Labels, Envelopes, and More. Chapter 6—Creating and Working with Calendars Calendars Sidebar Mini Months Creating a Calendar Creating Calendar Groups Subscribing To Calendars...
  • Page 5 Journal View Weather Searching Calendars Printing Calendars Desktop Calendar Chapter 7—Creating and Working with Events and Tasks Creating and Working with Events Creating and Working with Tasks Working in Different Time Zones Time Zone Tips Viewing Event/Task Details Without Opening Recurring Events Recurring Tasks Alarms...

  • Page 6: Chapter 1-Welcome

    Chapter 1—Welcome iTriumph is an integrated contact, calendar and journal for Mac OS X. It sports all the conveniences of a modern information manager. Its flexible interface lets you view your information many different ways including pow- erful list views that can be sorted and filtered. iTriumph synchronizes seamlessly with cloud-based services (iCloud, Google Calendar, etc.) so you have access to your latest calendars and contacts.

  • Page 7: Learning To Use Itriumph

    This guide describes the features and shows how to use iTriumph. Onscreen Help Help tags are available for many of the items in the iTriumph window. To see the help tags, let the pointer rest over an item for a couple of seconds.

  • Page 8: Chapter 2-Installation

    Chapter 2—Installation This chapter will discuss the steps required to install iTriumph. This chapter will also describe how to uninstall the product. System Requirements ✦ Mac OS X v10.9.1 or later ✦ 100 MB of available disk space Installing iTriumph — Chronos Version If you downloaded iTriumph from the Chronos website, you should see an iTriumph disk image on your desk- top.
  • Page 9 STEP B. Uninstall the software: To completely delete iTriumph and remove all files related to it, please drag the below items to the Trash and then empty the Trash. The path for each item is provided. The "~" symbol in a path denotes your Home folder.

  • Page 10: Chapter 3-Accounts

    Chapter 3—Accounts iTriumph integrates your calendar, contacts, and journal in a single application to provide you with clarity for your life. iTriumph is capable of accessing and storing information in local accounts (stored on your computer) and cloud-based accounts like iCloud where your information is stored elsewhere (a server on the internet). The purpose of this chapter is to show you where your information is stored.

  • Page 11: Carddav Accounts

    CardDAV servers only appear in contact views and cannot be used to store calendars. Chronos does not provide a CardDAV server nor does it support the set up or maintenance of one. iTriumph is simply a client of a CardDAV server.
  • Page 12 However, changes that are made on the CardDAV server by other users won’t be made available on your com- puter until iTriumph checks for any new changes. When you connect to a CardDAV server you can specify how often iTriumph checks for new changes. You can also manually check for new changes.

  • Page 13: Popular Commercial Carddav Accounts

    CalDAV servers only appear in calendar views and cannot be used to store contacts. Chronos does not provide a CalDAV server nor does it support the set up or maintenance of one. iTriumph is simply a client of a CalDAV server.

  • Page 14: Icloud, Google, & Yahoo Calendar

    2) Select a CalDAV server. 3) Click Refresh Now. 4) Select how often you want iTriumph to check for changes made on the CalDAV server from the Refresh pop-up menu. 1) Choose File > Refresh or File > Refresh All.
  • Page 15 1) Choose iTriumph > Preferences > Accounts. 2) Click Add (+). A new account sheet will appear. 3) Choose iCloud Calendar, Google Calendar, Yahoo Calendar, or fruux Calendar. 4) Enter your account ID and password. 5) Click OK.

  • Page 16: Chapter 4-Using Itriumph

    The purpose of this chapter is to acquaint you with the basics of using iTriumph. The Window When you first launch iTriumph the main window will appear. This window can display journal, contact, and calendar views. You can open as many windows as you want and each window can display different information.

  • Page 17: Switching The View In A Tab

    By default new tabs will automatically be selected. This can be disabled in iTriumph > Preferences > Tabs. To close a tab: 1) Click Close (X icon) on the left side of the tab. Switching The View In a Tab You can change the view that appears in a tab at any time.

  • Page 18: Helper Applications

    Finder telling you that the file is in-use and can’t be moved or deleted. To see a list of running helper applications: 1) Launch iTriumph. 2) Choose iTriumph > Helper Applications. The Helper Applications window will appear and show you a list of all the running helper applications. 3) Click Cancel.

  • Page 19: Chapter 5-Creating And Working With Contacts

    1) Choose View > Contact Card or Contact List. To sort the contacts in the Name column: 1) Choose iTriumph > Preferences > Contacts > General. 2) Change the Sort By selection. To change the default display order of contact information: 1) Choose iTriumph >...

  • Page 20: Contact List View

    Alphabet Bar even if no last names contain those letters. This feature is useful for international users whose standard alphabets contain letters other than A-Z. 1) Choose iTriumph > Preferences > Contacts > General. 2) Enter letters in the Alphabet bar letters field.

  • Page 21: Creating And Working With Contacts

    1) Choose View > Contact List Columns > select a column from the pop-up menu. 2) OR open the Settings and click Columns to select the columns. Creating and Working with Contacts This section will show you how to create and work with contacts. When you create or edit a contact, you can specify whether the contact represents an organization.

  • Page 22: Creating And Working With Groups

    2. Choose Edit > Delete or press the Delete key. Creating and Working with Groups An easy way to manage your contacts is to organize them into groups. A group can be created at the top level in the list of groups or it can be created within another group. For example, you can create a group named “Em- ployees”...

  • Page 23: Searching Contacts

    To search for a contact or multiple contacts [this feature is coming soon]: 1) Click in the Search field. 2) Type the text you want to find. As you type, iTriumph will display the matching contacts. To search for a contact using advanced search options:...

  • Page 24: Merging Contacts

    If you use Spotlight to search for a contact, event, or task that you know exists, but it doesn’t appear in Spotlight’s search results then you may need to force iTriumph to rebuilt this metadata from scratch. Rebuilding the metadata will force Spotlight to reindex this metadata which should solve the problem.

  • Page 25: Working With Contact Fields

    The Address button will map the address using the Google or MapQuest mapping service. To change the default mapping service, choose iTriumph > Preferences > Contacts > General. The URL button will open the default web browser to the selected URL.

  • Page 26: Automatic Postal Code Lookups

    Canada, Europe, Japan, and India/Sri Lanka. iTriumph will even let you override the default order of address fields so that the postal code field is listed first. With the postal code listed first, you can enter the postal code and then have the remaining fields filled-in for you.
  • Page 27 fields. This combined name field makes it quick and easy to enter contact names. You can click the Name action button to confirm how iTriumph divided the com- bined name field if the name you entered is complex. The Expanded format, on the other hand, includes a sepa- rate field for each of the name related fields.
  • Page 28 2) Choose Contact > Name Block Format, and select a format from the menu. This will change the format only for the selected contact. 3) OR open Settings and click Name Block Format to select the format. Attachments Block The Attachments block is used to keep track of emails associated with a contact. To open an attachment: 1) Double-click an attachment to open it.

  • Page 29: Messages & Facetime

    2) Select the number of lines you want to display from the Contact Summary pop-up menu. Messages & FaceTime You can use iTriumph to send a message to a contact using Apple’s Messages application or communicate with a contact via Apple’s FaceTime application.

  • Page 30: Phone Formatting

    Phone numbers can be formatted to reflect the standard for the country you live, the country your contacts live in, or certain preference you may have. iTriumph comes with a set of standard formats, but you can easily create new formats.

  • Page 31: Printing Labels, Envelopes, And More

    The organization’s address and URL will also automati- cally be filled-in for the selected contact. Printing Labels, Envelopes, and More. iTriumph doesn’t have the ability to print labels, envelopes, letters, etc. This is intentional because Chronos has a separately available product called PrintLife which is feature-rich application dedicated specifically to design-...

  • Page 32: Chapter 6-Creating And Working With Calendars

    Chapter 6—Creating and Working with Calendars The purpose of this chapter is to describe how to create and work with calendars. Calendars Sidebar The Calendars sidebar appears on the left side of each calendar view. The Calendars sidebar lists each of your accounts and the calendars in each account.

  • Page 33: Mini Months

    Mini Months You can optionally view one or more mini months in the bottom section of the Calendars sidebar. The mini months provide convenient calendar(s) for you to reference. Plus, you can use the mini months to quickly jump to a particular date in the current calendar view. To show/hide the mini months: 1) Click Settings (gear icon) on the right side of the tab of any calendar view.
  • Page 34 2) Click New Calendar and follow the onscreen steps. 3) Type a name and description for the calendar. 4) Choose a color from the Color pop-up menu (choose Custom from the Color pop-up menu to create a new color). 5) Choose a type of calendar from the Type pop-up menu. The type of calendar will determine how dates are displayed in the various calendars views.

  • Page 35: Creating Calendar Groups

    Going through your calendars and turning them ON/OFF one-by-one can be cumbersome — especially if you have lots of calendars. iTriumph solves this problem by letting you create a calendar group that can contains multiple related calendars. The calendar group lets you quickly show and hide events and task from all the calendars in the group with a single click.

  • Page 36: Subscribing To Calendars

    Subscribing To Calendars iTriumph can subscribe to and publish calendars in the popular iCalendar format. An iCalendar file will have the file extension “.ics”. When you subscribe to a calendar its events and tasks will be added to your personal ac- count and you will have view-only access to the subscribed calendar.

  • Page 37: Publishing Calendars

    3) Type a new name for the calendar. This is useful if you want other users to see a different name for the cal- endar than the one you use in iTriumph. 4) Enter the URL to the WebDAV server, and the login name and password if you’re publishing to a private server.

  • Page 38: Icloud Public Calendar Sharing

    (clipboard, Messages, email, and more). Calendar Themes iTriumph uses themes to help you customize the attributes and appearance of your calendar views. You can define as many themes as you want. You choose the colors and setting for each theme and then choose which theme you want to use for your calendar views.

  • Page 39: Tasks Sidebar

    1) Choose iTriumph > Preferences > Calendars > Weeks. 2) Select a weekday from the “Start week on” pop-up menu. By default, iTriumph uses the standard beginning day of week setting for your locale as specified in the System Preferences. Use this preference to choose a different day to start the week on.

  • Page 40: Day View

    five days will be hidden. You can specify the value for “x” in the preferences as shown in the next step. 3) Choose iTriumph > Preferences > Calendars > Advanced. 4) Enable/disable the following option: •...

  • Page 41: Week View

    2) Choose a format in the Schedule section. You can specify the default format of the schedule region in preferences: 1) Choose iTriumph > Preferences > Calendars > Days. 2) Choose “Hourly Schedule” or “Event List” from the “View schedule in Day view as” choices.

  • Page 42: Month View

    To set various preferences for the Month view: 1) Choose iTriumph > Preferences > Calendars > Months. 2) Choose a time format from the Time Format pop-up menu. This setting controls whether or not the start and end times of events are displayed.

  • Page 43: Year View

    The number in the column heading will indicate the order in which the column is being sorted. To choose the size of the text in the list: 1) Choose iTriumph > Preferences > General. 2) Change the List Font Size selection.

  • Page 44: Journal View

    3) Click Units to choose the unit of measure you prefer to see your displayed in. To choose the location of the weather forecast to use: By default, iTriumph will display the weather based on your current location as provided by OS X. You can, how- ever, manually choose a location as well.

  • Page 45: Searching Calendars

    To view more information about a forecast: iTriumph captures a lot more information about the weather forecast than it can succinctly display in the cal- endar views. This additional information is available to you at any time. 1) Click the weather forecast symbol in any calendar view. A window containing detailed forecast information will appear.

  • Page 46: Printing Calendars

    To fix searching when it doesn’t seem to be working correctly: iTriumph uses Mac OS X’s Spotlight engine for its searching capabilities. If you’re searching for an event or task that you know exists, but it doesn’t appear in the search results then you may need to force Spotlight to rebuild its search index of events and tasks.
  • Page 47 Having your calendar on your desktop helps you focus on the important events and tasks in your life. Spotlife lets you choose from Agenda, Day, Week, and Month desktop calendars. It has a signature feature called Center Stage that zooms the desktop calendar forward above all other windows so your calendar is instantly available to you for viewing.

  • Page 48: Chapter 7-Creating And Working With Events And Tasks

    When you create an event by dragging from the start time to the end time you can specify the number of min- utes to increment. 1) Choose iTriumph > Preferences > Calendars > Days. 2) Select the number of minutes from the “Drag event in... ” pop-up menu.

  • Page 49: Creating And Working With Tasks

    1) Drag and drop the event to the new date or time. To create a task from an event: You can create a task from any event. 1) Select the event you want to create a task from. 2) Drag and drop the event in the task region of any calendar view. A new task will be created from the event. To change the start or end date of an all-day event in the Month view: 1) Position mouse cursor over either end of the all-day event.

  • Page 50: Working In Different Time Zones

    To automatically set a due date on newly created tasks: 1) Choose iTriumph > Preferences > Calendars > Advanced. 2) Enable “Automatically assign a due date to new tasks. When you create a new task a due date will automatically be assigned to it.

  • Page 51: Time Zone Tips

    It actually saves time zone information as well. For example, if you're in Los Angeles, California and schedule an event from 4:00pm to 6:00pm, iTriumph doesn’t just save "4:00pm to 6:00pm" in the event. It actually saves "4:00pm GMT-0800 to 6:00pm GMT- 0800"...

  • Page 52: Viewing Event/Task Details Without Opening

    4) You choose your current time zone. As previously mentioned, events appear on your calendar relative to your current time zone. iTriumph does NOT actually try to determine where in the world you physically are and set the current time zone accordingly. Instead, you use the Current Time Zone button in the Settings window to choose your current time zone.

  • Page 53: Recurring Tasks

    2) Choose Edit > Delete. A confirmation sheet will appear to let you choose one of several deletion options: • Delete Only This Event. Choose this option if you only want to delete this one occurrence of the event. The event will remain on all other days. •...

  • Page 54: Alarms

    You can assign one or more alarms to an important event or task that you don’t wan to miss or forget. You’ll be alerted by the alarm even if iTriumph isn’t running. To set an alarm for an event or task: 1) Open the event or task.

  • Page 55: Attendees

    To see an alarm symbol next to events with alarms assigned: It’s often useful to see if an event has an alarm assigned to it without opening the event. To this end, iTriumph lets you optionally see a small alarm symbol next to events in the various calendar views.

  • Page 56: Chapter 8-Miscellaneous

    This chapter will describe how to import and export contacts and calendar information, use special word proc- essing features, back up your personal database, and find duplicates. Importing/Exporting Contacts iTriumph can import and export contacts that are in the industry standard vCard format. To import contact data: 1) Choose File > Import.

  • Page 57: Archiving Events & Tasks

    file is saved in the industry standard vCal format for each calendar you archive. You can later import a calendar file if you want to restore the data in iTriumph again. You may want to do this, for example, if you need to look up notes from a meeting five years earlier.
  • Page 58 3) Choose a cut-off date. Events and tasks that are scheduled prior to this date and do not extend or recur beyond this date will be archived. In other words, if you have a repeating event that starts before this date, but continues to repeat after this date, it will NOT be archived.

  • Page 59: Spelling, Grammar, Substitutions, & Transformations

    2) Choose Edit > Transformations and then choose the transformation that you need. Personal Database Backups iTriumph can make regular backups of your personal database. This is a safety feature in case you inadvertently delete some important information and need to restore a backup file.

  • Page 60: Finding And Merging Duplicate Groups, Contacts, Calendars, Events & Tasks

    If you've ever had to search for duplicates and then deal with the results, you'll understand what a time- consuming process it can be. iTriumph makes it easy to search for and then merge/delete duplicate groups, contacts, calendars, events, and tasks. Plus, it also handles duplicate fields within these items like duplicate phone numbers within a contact or duplicate alarms within an event.
  • Page 61 2) Select the types of items you want to search for duplicates. 3) Click Find. If duplicates are found, a window will appear and list the duplicates. You will then have the op- tion of deleting/merging the duplicates. If duplicate contacts are found, a special window will appear to let you visually review the duplicates and de- cide how to handle them.

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