Getting Started with QuickMail Office
Contents
1. bea b prm Shere rmi kam m ditum ecco ipid ior chossi pj Daci Fra Clink Finish Figure 12 The final Account Assistant panel 14 MANUALLY CONFIGURING AN ACCOUNT 1 Select Configure the account manually from the Account Assistant dialog and click the right arrow but ton Helton lh Pra Dis mccum iari seu wi wi balp gom med op gear ral The scans cui de gare amp ad Fro OF p Te IE ug asl DF Mula ite mance lg Tot geur masala usa wei gas Hai Eri ra i or ice from gr binder riis Pravider or aloxiragi ad Toor Es ree amp Year ee eat abd eed E Yaar JAP Chick Fa right ar ror uso bogie Ji Figure 13 The Account Assistant Welcome panel 2 activation key number or choose to make the installation 30 day demo and click the right arrow button This nf Fra 2 0 bet mal hren ac Hi tilia us Hun I gi iic aphan iah Hh mihai beg r te rr oliu abian es AEE E ias dir aptun ie wth eg we ceri en o uer reed Pan cand csi os Figure 14 The serial key dialog 15 your name and E mail address in the next panel that appears and click the right a2. ann die riq it lire ho condi Click mms Le epo Aleit Figure 9 The Account Assistant Host panel 3 Select your account from the account list that displays and click the right arrow button The account information shown in the Account Assistant is taken from the mail server wi FRA PIER OE EJ Rr adem mast d Chr inan cheek Figure 10 The Account Assistant Account panel Babei gai arcad mid add reina crimi com ZB 3i rami pum CBS corn E II INTE 0 Wollte eee com form i peri apis 13 4 your account password in the Password box and click the right arrow button The password is assigned by the mail administrator dU eR oe Wear are E mail eri clr ce Tit riq t elisa o condi rige Click mms Le ee Figure 11 Ihe Account Assistant Authentication panel D Read the final Account Assistant panel and click Finish The QuickMail Pro Message Browser appears so you can begin sending and receiving messages immediately Tur ludunt da as Pra ma ar adl mee ia cria RAT kibli Thare are gus uer op ios aen ed Ik una pis por a ah d ad yor m Loc asd cee
3. bos goood oa rica and core Jul pos C Wuk hen cack ard bru Pm doen Figure 34 The sending and receiving Account Assistant panel 8 Click Leave mail on server until deleted if you plan on checking mail from multiple computers Click Next when you are done UDINE LL gx cd be chee cad bara compule ani eas id mullipie ce meu en check Leireo eed en serm mpl an server uri deleted Figure 35 The leave mail on server Account Assistant panel 27 Read the final Account Assistant panel and click Finish The Message Browser appears Ditha Pia nos hic ad ison pod mono D hedge wy mS ira becas pou cancum ruch Seabee Para Lcid Gace Di pp Tp rd moari Thari choosing D iM Pro Db Finish Figure 36 The final Account Assistant panel UPGRADING QUICKMAIL PRO FOR WINDOWS If you are upgrading from version 1 X of QuickMail Pro your account will display in the QuickMail Users dialog after installation When you choose to upgrade your account all of your address books and mail is converted to a format recognized by version 2 0 1 Select your account in the QuickMail Users dialog and cl
4. 2 Click the Directory tab Las Dm eles mham LAM ier Lod Lede re hh ta ari eres ee Figure 42 The Directory preferences tab 3 Click Add and complete the External Directory Server dialog that appears If you have a full time network connection complete the Local Directory options If you have a dial up connection com plete the External Directory option Exl2rnal Direrbary arrr Pree ey en mad ir decani Toray El r ih imal Denn Eg nih eer mirari m cer Figure 43 Set up your directory server from QuickMail Pro Server Click the Update checkboxes to make both local and external addresses available to your users Click OK The Directory preferences tab again appears in the foreground Choose how frequently you want to send local users address book updates and click OK when you are done f Inthe Configure menu select Domain Setup Double click the POP mail transport in the Domain Setup window to display the Local Domain dialog 9 Click the Contacts tab in the Local Domain dialog 33 10 If the QuickMail Pro Directory System software is installed and configured click the Create directory server address book for this domain check box to make a central address book available to everyone in the POP domain you selected Sora reco cmn eom decim currum adde mir for Cer consu is
5. Dd pp Scd eer account Thari pais choosing Pro Cb Finish Figure 27 The final Account Assistant panel 23 MANUALLY CONFIGURING AN ACCOUNT 1 Select Configure the account manually from the Account Assistant dialog and click Next ese Sara Wakom it Lus lad Pun nico 5p ani pev vell be et a pd ara Tha mount con Ds pul c cb cong amd bore o sch aad Foo perit d poni can Deed ea Benny ado confuse Toa erc conari Epnsaes account marca 5 me up veur accound maniallg oos ramas Ea nd erg rida niet Vcnus E alert Yau POP account and paced ST baud Figure 28 The Account Assistant Welcome panel 2 Specify whether you are connecting to the mail server with a modem or through a network connec tion and click Next pesa teur band hie neie Ge pai De Fd a Bibles bis endi rd red Eres ein b umbo Gi eee ee fee rima ee a des Figure 29 The Connection Method Account Assistant panel 24 If you chose Modem as your connection method select your dial up connection settings from the menu that appears Click Add to create dial up settings If you chose Network as your connection method ignore this step and skip to st
6. delete the QuickMail Pro old folder after the upgrade after you have verified all of your old mail and address books were migrated to Quick Mail Pro 2 0 If you follow the order of tasks in the checklist provide on page 5 QuickMail Pro Server and QuickMail Pro Directory System should already be installed and configured on the mail server when you upgrade client workstations UNUSED FILES QuickMail Pro 2 0 no longer uses the following files that were installed prior to version 2 0 B Eudora Converter B FreePPPFlipper B Change Password B Directory Services B Connection Scripts B LAN Converter it s available on the Office CD These files are not deleted during upgrade process USER PASSWORDS When you upgrade client workstations to version 2 0 users can still use their old passwords to login to QuickMail Pro However the login architecture in QuickMail Pro 2 0 has changed allowing different local and remote passwords See the section entitled Logging into QuickMail Pro in Chapter 1 of the QuickMail Pro User Guide for more information INSTALLING THE QUICKMAIL PRO WINDOWS CLIENT Before installing QuickMail Pro back up the C CESoft QMData directory Additionally you must logout of prior versions of QuickMail Pro and quit all other QuickMail related applications such as MailTicker If your computer requires additional Windows components you may need to restart your computer after you complete the Setup
7. Welcome to QuickMail 1 Usine e desierit ac E Mee Due eU a MUR 1 Educating Bids Sersc ud euo ioci oed iei eoru eme a 1 How QuickMail Office Works esses 2 What s New in QuickMail Office 2 0 3 QuickMail Pro Server Highlights 3 QuickMail Pro Directory System Highlights 3 QuickMail Pro Client Highlights 4 Installation and Setup Checklist 5 Requirements for QuickMail 6 QuickMail Pro Server for Macintosh 6 QuickMail Pro Directory System for Macintosh 6 QuickMail Pro Client for Macintosh 6 QuickMail Pro Client for Windows 7 Installing QuickMail Pro Server 7 Upgrading QuickMail Pro Server 9 The unk Mail Filer vae eben doc eee suu ee 9 9 Installing QuickMail Pro Directory System 10 Installing QuickMail Pro Macintosh Client 10 Configuring the QuickMail Pro Macintosh Client 12 Automatically Configuring an Account 12 Manually Configuring an Account 15 Upgrading the QuickMail Pro M
8. account or manually configuring it If you have a net work connection to the mail server read the next section which discusses automatic configuration If you have a dial up connection to your mail server skip to and read about manually configuring your account AUTOMATICALLY CONFIGURING AN ACCOUNT When you choose to auto configure your account you must complete a series of Account Assistant pan els Use the following instructions to complete the Account Assistant information 1 Select Auto configure the account from the Account Assistant dialog and click the right arrow button i Dalcikttail Pra Da iari scu wii halp gom med op gear The scans cui de db ERROR DRE CERTE AS bl ME PERPE iba Tot Bp coed Lini ra ier tice Irom stg Force or und rice Toor Es ree fea maga An eine il E Yaar 3FTIP kwi Chek Fa right ar ror iak uuit P Figure 8 The Account Assistant Welcome panel 12 2 Specify the host or mail server to which you are connecting and click the right arrow button The host can be a domain name or an IP address der er Spotty ite hacr nana or ati dia Dai eres
9. acintosh Client 19 Installing the QuickMail Pro Windows Client 19 Configuring the QuickMail Pro Windows Client 21 Automatically Configuring an Account 21 Manually Configuring an 24 Upgrading QuickMail Pro for Windows 28 Registering QuickMail 30 Setting 31 Setting Up New QuickMail Office Features 32 Setting Up Remote Address Books 32 Accessing Shared 36 CONTENTS Contents WELCOME TO QUICKMAIL OFFICE QuickMail Office is a comprehensive electronic mail system that consists of three software components QuickMail Pro Server QuickMail Pro client and QuickMail Pro Directory System Each component can function as a stand alone service but the full functionality of each component is only available when used within the QuickMail Office suite of products USING THIS GUIDE This Getting Started with QuickMail Office guide is for mail administrators who are installing or upgrading one or all of the components in QuickMail Office 2 0 It provides an overview of how Quick Mail Office works as well as a checklist of installation and setup tasks B If you are installing and setting up QuickMail Pro client for Macintosh see page 10 page 34 and page 38 B If you are installing and s
10. anied your order of QuickMail Office fF W N 6 7 Insert the installation CD ROM into your computer s CD ROM drive Click the Install QM Directory System option Click Continue at the prompt Read or print the readme that appears and click Continue Read the terms of the license and warranty agreement Click Agree if you agree with the terms and want to install the software Select the destination directory for QuickMail Pro Directory System Click OK when installation is complete Click Quit to exit the installation application The QM Pro Directory System Folder appears open on your desktop INSTALLING THE QUICKMAIL PRO MACINTOSH CLIENT Before installing QuickMail Pro client software back up the System Folder CE Software folder and restart the workstation with all virus detection software disabled Additionally you must logout of prior versions of QuickMail and quit all other QuickMail related applications 10 gt You must have System 7 6 1 installed on your computer before running the QuickMail Pro installer 1 Launch the client installer The QuickMail Pro introduction screen appears Figure 5 The QuickMail Pro splash screen 2 Click Continue in the introduction screen The ReadMe contents appear in a scrollable window The ReadMe information provides installation notes and tips about the software 3 Click Continue once you have read or printed the information in the ReadMe The License and Warranty agree
11. ated and click OK If a shared mailbox is available on the server the mailbox name appears in the Shared Mailboxes window with Not subscribed listed in the Subscription column hub rier Shared kiasilia 2 0 Fubliz CLE Sih are Figure 52 Choose when you want your shared mailbox updated 4 Click the shared mailbox to which you want to subscribe and click the Subscribe button The infor mation in the Subscription column changes to show that you are now subscribed to the selected mail box 5 Click OK when you are finished Next time you open the Message Browser the shared mailbox dis plays so you can read any mail that is sent to that mailbox 38 Directory System E 3 F Feature APTE 3 H How to Install QuickMail Pro for Macintosh 10 Install QuickMail Pro for Windows 19 SOL Up elent ed bad done 1 34 38 Set up remote address 32 Setup shared iiatlDOxe8 36 Use this ende serar REMIS 1 Installation CHE CRTC Ear 5 MM OCMC TION eeu bias 1 Mac OS peso Es 6 Master Address Book SC CLO OD ie coe oe oos ba deo ect oe ose d id idu tud ius eoe da 92 O Open Transpo 12 ae oem recto e basia a iode it 6 P POP M e RM 2 Q OCE de obe
12. ator Guide for more information Set up local synchronization if you want to automatically distribute address books to your users Use the instructions in the Setting Up Synchronization section of Chapter 2 in the QuickMail Pro Directory System User Manual to complete this task Create a shared mailbox with QuickMail Pro Server if you want public information broadcasted to all your users Use the instructions in the Creating Shared Mailboxes section of Chapter 3 in the QuickMail Pro Server Administrator Guide to complete this task Click the Send Update Now button in QuickMail Pro Server s Directory preference tab Clicking this button will make address books and shared mailboxes available to your users See the Directory section of Chapter 4 in the QuickMail Pro Server Administrator Guide for more information Install the QuickMail Pro client software on your users computers Instructions for client installation are available on page 10 of this Getting Started guide as well as in a Portable Document Format PDF file located on the QuickMail Office CD Make the master address book available using the client software See Page 32 for more information Point the client software to the shared mailbox es you created on the mail server See Page 36 for more information on setting up shared mailboxes on the client Test the client installations to make sure users can send and receive E mail view remote address books subscribe
13. der so they don t clutter up your Inbox Folders can now be nested so you can organize them more easily Remote address books can be updated whenever you click the Update button in the Contacts Manager INSTALLATION AND SETUP CHECKLIST When you are ready to install and configure QuickMail Pro Office 2 0 use the following checklist to get your mail system functioning smoothly for your users The checklist is most effective if you complete each task in the order it 1s listed Install QuickMail Pro Server 2 0 on the computer you want to use as your mail server following the instructions in the QuickMail Pro Server Administrator Guide If you are upgrading make sure users remove as much mail from the server as possible before the upgrade to make the process more efficient Create user mailboxes on the mail server using the Adding Users instructions in Chapter 3 of the QuickMail Pro Server Administrator Guide If you are upgrading from a prior version of QuickMail Pro Server the existing mailboxes are automatically updated during the installation of version 2 0 Install QuickMail Pro Directory System 2 0 on the mail server or on another networked computer following the instructions in the QuickMail Pro Directory System Addendum Point the QuickMail Pro Server software to the QuickMail Pro Directory System software using the server s Directory preference tab See the Directory section of Chapter 4 in the QuickMail Pro Server Administr
14. e the remote address books you want to use in the Find Remote Master Address Books window Select the remote address books you want to use and click Add The selected address books appear in the Added address books section of the dialog Click OK when you are finished adding remote address books The Address Books dialog appears with the remote address books listed Click OK in the Address Books dialog 35 Now when your users select remote address book in the Contacts Manager and click the Update Address Book button they will have the most current list of user addresses from which to choose a Se To dine ho mires Low pe is aj Public Haer a Public b ndariny ap am dh ch chbwdeend dE abe di ap unis Figure 47 Click the Update Remote Address Book button to update your address book ACCESSING SHARED MAILBOXES There are also two sets of instructions that must be completed for shared mailboxes to work The first set of instructions must be completed on the server and the second set must be completed on the client workstation SERVER SETUP 1 Select Shared Mailboxes from the Configure menu The Shared Mailboxes window appears khare oil bees al Li erra Lower 7 fura ger nci pra i Figure 48 Create shared mailboxes in the Shared Mailboxes window Access the Shared Mailboxes window from the Configure menu 36 2 Click t
15. ed Puteo el miis mH Tad ui ubt chen uu 24 Di Dl LEN Lt mrda pee aie Clini die riq Et erre eu s condi pe gikk ma rios e qe eh apis Figure 18 The sending and receiving Account Assistant panel 17 f Click Leave mail on server until deleted if you plan on checking mail from multiple computers Click the right arrow button when you are done sas malla ere gd ee ie cC DR PRI Fre Pa Bc Hrs ib snack bak ead avi Lana mail sarvar anil deleted Cip die riq t rre lire o condi pie click ms Let apis Figure 19 The leave mail on server Account Assistant panel 8 Read the final Account Assistant panel and click Finish The Message Browser appears 18 dekh Fiat Fra mar ma Hl irda mead cree RAT kibli Thare are uer Ik una pis por ae a E Tipsare ibi LocH aad uma eee k Ara bri baer sus ko a koh ipa ior chossi packed Fra Clink Figure 20 The final Account Assistant panel UPGRADING THE QUICKMAIL PRO MACINTOSH CLIENT QuickMail Pro 2 0 creates a new folder on your hard drive named QuickMail Pro Folder which con tains all the new 2 0 files Additionally the installer renames the QuickMail Pro folder installed with prior version of QuickMail Pro QuickMail Pro 014 You can
16. ed after the version 2 installation THE JUNK MAIL FILTER Before you perform the upgrade use the info JunkMail lt yourdomain com gt command to determine what data 1s contained within the JunkMail Filter This filter will need to be repopulated after performing the upgrade SCRIPTS If you have created new scripts and saved them with new file names or in a new folder they are pre served If you have edited an existing script without changing the file name the installer overwrites the script and your changes are lost The upgrade and its changes to the system can be monitored as follows B Complete the installation from CD The first time you launch the 2 0 server the Server Status window displays the message Updating from old POP accounts With the Log Window open the status of each account will be shown as it is updated If you have a large system with many accounts it may take some time for all of the processing to complete m When the account upgrading successfully completes the Server Status window returns to its normal state and mail processing resumes B Consult the log entries following installation to confirm that each of the accounts has been successfully updated INSTALLING QUICKMAIL PRO DIRECTORY SYSTEM This section offers the basic instructions for installing QuickMail Pro Directory System software For information about configuring the software read the QuickMail Pro Directory System User Guide that accomp
17. ent software must be used with QuickMail Pro Server and Quick Mail Pro Directory System 2 0 or greater A Pentium processor Windows 95 98 or Windows NT 4 0 8 MB RAM 16 MB recommended 15 MB hard drive space Additional drive space is required as mail accumulates SVGA video INSTALLING QUICKMAIL PRO SERVER This section offers the basic instructions for installing QuickMail Pro Server software For more detailed information read the QuickMail Pro Server Administrator Guide that accompanied your order of QuickMail Office Insert the installation CD ROM into your computer s CD ROM drive 2 Double click the QuickMail Pro Server installer option The QuickMail Pro Server introduction screen appears 3 Click Continue to start the installation The ReadMe contents appear in a scrollable window The ReadMe information provides installation notes and tips about the software Click Continue once you have read the information in the ReadMe The License and Warranty agreement appears Click Agree to proceed with installation 5 Warning dialog appears Click Continue if you do not need to rename any QuickMail Pro Server scripts utaris If yea have madifies amp any nf lbe IBpnple5crngt DELP stra lil ples aure reamed lem installing This installer will aii scripts Wie nice iei aiu Continue Figure 2 Installer warning 6 Select the
18. ep 4 i Select prai Dial ip Lannechon thes connscoon bor acces irn wet E rn Deor ji Wap prede ap nem by e Cuzanruci san iinchad carding and Hese T Figure 30 The Dial Up Connection panel 4 Type your name and E mail address in the next panel that appears and click Next r pas lom aed Lai ares and aad hes LEE FeuHame ec Se Figure 31 The Identity Account Assistant panel 25 5 Type your POP account information for incoming mail Select Validate POP account information now to verify that you have an account on the mail server before proceeding Click Next when you are MP gcd ubzrammatuwi Pss ooi cos be xa EAE UN LT urn Poo mra con POF ui II m tamt wol POP good eoa sini now done tees de e Figure 32 The POP Account Assistant panel 6 Type the domain name or IP address of your SMTP server and click Next Dia ae on eto Drier Gee hai re hee DT rye no Perce sende SHIP imrar me rum Figure 33 The SMTP Account Assistant panel 26 f Choose whether you want to work online or offline and click Next and qe sisaup hoa uui ssh Duck Pio pera aai iem iE F Wowk condere Pd RE LL Lt d Soni res
19. er and cannot be disabled The MailManager feature that was previously only available at the client level is now available at the server level Users can set up server MailManager rules that process their mail at the server before they download it QUICKMAIL PRO DIRECTORY SYSTEM HIGHLIGHTS An all in one Web based search interface and Sherlock plug in generator is included when you install the Mail Directory CGI application on your Web server The LDAP AppleEvent Suite allows you to administer the database through AppleScript when AppleEvent Administration is enabled QUICKMAIL PRO CLIENT HIGHLIGHTS The following highlights encompass both QuickMail Pro Macintosh and Windows clients A revised interface enables you to handle mail more quickly and efficiently A new Contacts Manager replaces old address books and enables you to update your contacts with the click of a button From the Message Browser window gather and view messages from multiple E mail accounts For example you can click the Check button and watch all your mail arrive in your respective Message Browser inboxes Automatically handle your incoming and outgoing mail with server and client MailManager rules Shared mailboxes enable multiple users to receive the same mail Set up a shared mailbox to simulate a public electronic bulletin board for posted messages Users can set default font preferences Return Receipts are automatically filed in your Receipts fol
20. etting up QuickMail Pro client for Windows see page 19 page 34 and page 38 B If you setting up the entire suite of products offered in QuickMail Office read this entire Getting Started manual EDUCATING END USERS There is also a Getting Started with QuickMail Pro Client document in portable document format PDF on the QuickMail CD that contains client level instructions for your users You can distribute the PDF to users by printing it or by posting it on your intranet or network server Just copy the PDF file to a server and tell your users how to download it The brief client level document provides installation instruc tions as well as information that will acquaint your users with the QuickMail Pro software when they first launch it The Getting Started with QuickMail Pro Client document is not meant to replace the larger printed QuickMail Pro User Guide HOW QUICKMAIL OFFICE WORKS QuickMail Office has three components that each perform a specific function in the mail system Quick Mail Pro Server 1s server software that handles POP SMTP and UUCP communication The server also passes contact information to the QuickMail Pro Directory System server The directory server acts as a contact database for QuickMail Pro client software When the client software submits a query for a spe cific address the directory server answers the query three components work in unison to provide quick access to information that is vital t
21. h is stored locally on each worksta tion See the section entitled Logging into QuickMail Pro in Chapter 1 of the QuickMail Pro User Guide for more information 31 SETTING UP NEW QUICKMAIL OFFICE FEATURES When you install or upgrade client software there are usually some unforeseen issues that arise when your users come in to work the next day To help you avoid these issues CE Software has included a Getting Started for QuickMail Pro Users PDF file on the QuickMail Office CD along with the version of Acrobat Reader that is required to view the PDF file You can make this electronic file available to your users over your network so their immediate questions about the client software are answered Along with the users concerns about changes in the software they use administrators must deal with new features included in upgrades This section was developed to help administrators set up remote master address books and shared mailboxes two of the more involved features in QuickMail Office to configure SETTING UP REMOTE ADDRESS BOOKS There are two sets of instructions that must be completed for remote address books to work The first set of instructions must be completed on the server and the second set must be completed on the client workstation SERVER SETUP 32 The following instructions assume you are using QuickMail Pro Server software for Macintosh on your E mail server 1 Select Preferences from the Configure menu
22. he Add Shared Mailbox icon and fill in the Account information Most of the account details are identical to those that are provided for an individual user account Fill in the information identify ing the mailbox name address and password Figure 49 Set up shared mailboxes using the Account Settings and Statistics tabs 3 Select the Settings tab and provide the information that applies to that shared account For true public mailbox make sure the security options are all disabled arpir tnn Plt room nad idend El ee ee imr eee ee io nap imde Tm m A ae aka mi ie mi Limh Far iks rete te eee c unc ur Fears ara deers ide Flailimm 0 1 ris Pee d imc usn eH iH rise url rare Warn i Ris T a Figure 50 The Shared Mailbox Settings tab 37 4 Click Save when you have completed the configuration to create the Shared Mailbox CLIENT SETUP These instructions can be used on both Macintosh and Windows based computers 1 Select Shared Mailboxes from the Configure menu The Shared Mailboxes window appears ED Pasir 5 very erei PasMir Hurmr Figure 51 Monitor which shared mailboxes you are subscribed to using the Shared Mailboxes window Click the Update List button The Subscribe Shared Mailbox dialog appears Choose when you want your shared mailbox upd
23. ick Choose The 1 x after your account name indicates that you are upgrading Figure 37 The QuickMail Users dialog 28 2 Click OK if you want to migrate your account from QuickMail Pro 1 x to version 2 0 Tia pour ssand ka the bis usi Pro doute Lx ej Figure 38 QuickMail Pro verifies that you want to migrate the password you used to login to version 1 x of QuickMail Pro and click Migrate A window tracks the progress of migration Figure 39 QuickMail Pro authenticates your account before it proceeds with the upgrade The QuickMail login screen appears Type your application password and click Login In the registration dialog shown in Figure 40 choose how you want to activate your copy of QuickMail Pro Select Activate using QuickMail Pro 2 0 Server if your mail system uses QuickMail Pro Server 2 0 or greater B Select Activation Key and type the activation key listed on your registration card if you do not use QuickMail Pro Server 2 0 as your mail server 29 Click Make 30 Day demo if you want to try out QuickMail Pro before you purchase it on za vse 0 end cot Figure 40 The product registration dialog 6 If QuickMail Pro is not set as your default mailto helper you are prompted to make QuickMail Pro your default mail program Click Yes to have QuickMail Pro appear whenever you click on E mail addresse
24. location on your hard drive where you wish to install QuickMail Pro Server CE Software recommends installing it at the main level of your hard drive A progress bar displays the status of the installation E installing File Quick sail Pra Sereer Installing 24 thems Tee ys zb p Shut br Figure 3 Installation progress 7 progress bar displays during installation When installation is complete a dialog appears informing you that installation was successful If you are finished installing software click Quit ibat Lipsii Quit if you ere finished af 90 perform further insTallnbisnx Figure 4 Successful installation See the QuickMail Pro Server Administrator Guide for instructions on configuring QuickMail Pro Server UPGRADING QUICKMAIL PRO SERVER If you are currently operating QuickMail Pro Server and you plan to install version 2 0 as an upgrade the installation can preserve much of your prior configuration minimizing setup issues and ensuring that existing mail messages user and group lists and preferences are maintained Follow these recommendations to ensure that the upgrade process goes smoothly B Back up the contents of the QuickMail Pro Server folder Open the Log Window in QuickMail Pro Server and set the Log Level to Debugging Position the Log Window so that it is visible when the program is restart
25. ment appears Click Agree to proceed with installation D Select the location on your hard drive where you wish to install QuickMail Pro and click the Install into button 6 Click Yes if you are willing to restart your computer at the end of the installation process progress bar displays the status of the installation rd iria liri File Quirk amp amp ail Pra Iinsialling iel TE items fata er earned em Alger yg Brig derunt Figure 6 Monitor the installation process with the progress bar f Ifyou do not use QuickMail Pro as your default mailto helper the installer prompts you to set a default mailto helper Click Yes at the prompt to have QuickMail Pro launch when you double click a mailto URL or click if you want to retain your current mailto helper settings 11 8 When the installation process is complete click Restart at the prompt When the computer restarts you are prompted to select your account or set up a new account depending on whether or not you are upgrading from a previous version of QuickMail a wit inorder Tz advantage MTG mew safpeae Yaar Mariningh meeds tn be rertarted Figure 7 Click the Restart button to restart your computer CONFIGURING THE QUICKMAIL PRO MACINTOSH CLIENT You are ready to configure your E mail account when the Account Assistant displays QuickMail pro vides the option of automatically configuring your
26. n iade e dis 2 QuickMail Pro client Pie EET 4 Installing Macintosh 10 Installing Windows 19 QuickMail Pro Server 3 Remote address 32 Shared MimilbOX6S iocis dti i e UI 36 S Setup CREE EISE Sos s uie ai 5 Shared mailboxes 36 2 U Upgrading QuickMail Pro Macintosh 19 28 39
27. nma Figure 44 Set up shared address books in the Local Domain dialog Access the Local Domain dialog by double clicking the POP address in the Domain Setup window 11 Type the name of the address book in the Address book name field 12 Click OK The server is now set up to periodically update a central address book for the users in the selected POP domain CLIENT SETUP These instructions can be used on both Macintosh and Windows based computers 7 You must add a directory server to the client configuration before you can successfully complete these instructions 1 Select Address Books from the Configure menu 2 Click the Add Remote button in the Address Books window 3 Select the Find remote address books on directory server option and click OK The Find Remote Address Book dialog appears Add Bertie Allrsxs Baak W row remote etic cata de tery mrar Lar xd tm E by Figure 45 When users add a remote address book they must choose whether or not to have it automatically located 34 4 5 6 Select your directory server from the Directory Server menu and click Find The status bar displays the progress of your search If QuickMail Pro locates remote address books that you have not yet sub scribed to they appear in the Found address books section of the dialog Find Armate Dirar Sarwar teen fs a d d RL ee Figure 46 Locat
28. o your mail users QuickMail Pro Directory System software can be installed on the same computer as the QuickMail Pro Server software QuickMail Pro Server QuickMail Pro Directory System aM Contact data aM Address book updates and LDAP searches Communication via POP SMTP UUCP QuickMail Pro client Figure 1 QuickMail Office data transfer WHAT S NEW IN QUICKMAIL OFFICE 2 0 QuickMail Pro Server QuickMail Pro Directory System and QuickMail Pro client offer new features and enhancements that will make your mail system more powerful and efficient QUICKMAIL PRO SERVER HIGHLIGHTS Address books can be automatically updated if the server and the QuickMail Pro Directory System are working in tandem Open the POP Local Domain dialog and in the Ofher tab type the name of the address book and click the directory server check box Once users subscribe to this master address book the contact data in the address book is updated whenever users click the Update button The Public folder you may remember from QuickMail LAN has been added and improved upon in QuickMail Office Get started creating public inboxes by selecting Shared Mailboxes from the Configure menu Users can delay the sending of a message by selecting the date and time they want the message sent Users can unsend a message if they decide they don t want it delivered This feature is automatically available on the serv
29. oou ree ie nda rida san niet Savin Prossdes celeron oodd Vo E ra reus PP acrsurs and peed ed Figure 23 The Account Assistant Welcome panel 21 2 Specify the host or mail server to which you are connecting and click Next The host can be domain name or an IP address ecg ELITS LE Anca Ep scdp peci ban nee E IP Hea Figure 24 The Account Assistant Host panel 3 Select your account from the account list that displays and click Next The account information shown in the Account Assistant is taken from the mail server or eh e Deu Cin dry col Figure 25 The Account Assistant Account panel 22 4 your password in the Password box The password is assigned by the network administrator Pid Fed diesen prm herd Loge ian coe Pared Figure 26 The Account Assistant Authentication panel Read the final Account Assistant panel and click Finish The QuickMail Pro Message Browser appears so you can begin sending and receiving messages immediately Th Bir HEBR Ca gue Pia nee hac ad incar needed cse pond Bonpund Thesis bear hed a Spe pucts Seabees ax Para vLad Lcid ceric bare
30. program gt You must have TCP IP configured in the Network control panel for QuickMail Pro to function properly 19 1 Startthe client installer The QuickMail Pro splash screen appears briefly before the QuickMail Pro Setup program displays e P Pig prog Tis papar radici ad Qus aa onu comput acometida Macross bees ey li Lick Cancel qu Sata ard ian choos am prograanz oou hares Dick Ic c ordina se thee 5 dup panna Thn iiid lon pra n piiriksi by copiis adest partion ar wate by Bw ore 5 Figure 21 The first screen in the QuickMail Pro Setup program 2 Click the Next button in the Setup program to continue License and Warranty agreement appears Click Yes if you agree with its conditions and pro ceed with installation 4 Readthe ReadMe contents that appear in a scrollable window and click Next when you are finished The ReadMe information provides installation notes and tips about the software 5 your name and company name in the corresponding fields and click Next O Select the location on your hard drive where you wish to install QuickMail Pro and click Next A progress bar appears as QuickMail Pro 1s installed Figure 22 QuickMail Pro tracks the progre
31. rrow button ide at iy te gar lan came tee mail BEN CE pei Mul Saad HIE NI Ea niri mame Leal iniri E m g Foo m png rin Cip Tit riq t arre leise ho condi pie Click ms Le arose epo eh anc ayer Figure 15 The Identity Account Assistant panel 4 Type your POP account information for incoming mail Select Validate POP account information now to verify that you have an account on the mail server before proceeding Click the right arrow button when you are done PHF aloha ne bibr iiki ihi Linis thes ar rei casae usar POP hori nane ger Ib dnd pind FP marear T FUP aser 18 jm Bl ute PU Le o condi Ta Lit we ame Figure 16 The POP Account Assistant panel 16 5 the domain name or IP address of your SMTP server and click the right arrow button mail maii nior tHe bcati rang atf the SETTE rar da rin in Webs Lips SATP Clini ibe eris eise d condi per ma JET e qe ehh apis Figure 17 The SMTP Account Assistant panel 6 Choose whether you want to work online or offline and click the right arrow button Tiei aan eee eet oe SH sci bare I eh Pe ed Lid vert eres 00 gobmizallg Did Se
32. s or click No if you want to use a different E mail application i Limi gi ee ee To ce pog ees ge pm Mie 7S ik ncc puse uj Liz i Por La MILII Lx Figure 41 When the Mail Browser displays you will see the new QuickMail Pro interface For information about the interface changes see the Introduction chapter in the QuickMail Pro User Guide manual for your particular platform REGISTERING QUICKMAIL PRO If you have been using a demo version of QuickMail Pro you can register it by following these steps 1 Select Register QuickMail Pro from the Help menu 2 Type your activation key in the registration dialog that appears and click OK QuickMail Pro instantly recognizes that it is no longer a demo copy so you can begin using it again immediately 30 SETTING PASSWORDS When you upgrade client workstations to version 2 0 users can still use their old passwords to login to QuickMail Pro However the login architecture in QuickMail Pro 2 0 has changed allowing different application and server passwords Because of these changes it is important that you not change user passwords on the server prior to an upgrade unless you require users to first login to the 2 0 server with their 1 5 clients If you change user passwords on the server prior to client upgrades the migration pro cess will not work because it will be using the 1 5 password whic
33. ss of installation f Read the last Setup dialog and click Finish when you are done A QuickMail Pro Users dialog appears if you did not have to install any additional Windows components 20 8 Ifyou are installing QuickMail Pro for the first time select Add New in the QuickMail Users dialog If you are upgrading skip to the next section entitled Upgrading QuickMail Pro for Windows on page 28 CONFIGURING THE QUICKMAIL PRO WINDOWS CLIENT You are ready to configure your E mail account when the Account Assistant displays QuickMail pro vides the option of automatically configuring your account or manually configuring it If you have a net work connection to the mail server read the next section which discusses automatic configuration If you have a dial up connection to your mail server skip to page 24 and read about manually configuring your account AUTOMATICALLY CONFIGURING AN ACCOUNT When you choose to auto configure your account you must complete a series of Account Assistant pan els Use the following instructions to complete the Account Assistant information 1 Select Auto configure the account from the Account Assistant dialog and click Next comun C 4 Webcome to Duk dad Mie Thy te 5i pev el dii ee p aoa Tha eer con Ds p d weg he InT M aal F CO pene d i um ae Pado con uem they dec conari oenige acari 5 met up eur accouni areas
34. to shared mailboxes and access directory services REQUIREMENTS FOR QUICKMAIL OFFICE Before you install QuickMail Pro Office verify that the computers you intend to use meet the require ments outlined in this section QUICKMAIL PRO SERVER FOR MACINTOSH A PowerPC Processor OS 7 6 1 or greater System 8 5 1 or greater recommended 32 MB RAM 10 MB Hard drive space additional space required as mail accumulates TCP IP network over Ethernet Open Transport 1 2 or greater Full time or dial on demand Internet connection for Internet mail transfer QUICKMAIL PRO DIRECTORY SYSTEM FOR MACINTOSH A Macintosh PowerPC with 32 Megabytes of RAM 100 Megabytes of available disk space for the server installation and use Mac OS 7 6 1 or later OpenTransport 1 2 or later QUICKMAIL PRO CLIENT FOR MACINTOSH For full feature functionality the client software must be used with QuickMail Pro Server and Quick Mail Pro Directory System 2 0 or greater 68040 processor or greater PowerPC recommended OS 7 6 1 or greater System 8 5 1 or greater recommended 16 MB of RAM 32 MB recommended 10 MB of hard drive space Additional hard drive space required as mail accumulates TCP IP network over ethernet or dial up PPP For full feature functionality the client must be used in conjunction with QuickMail Pro Server software and QuickMail Pro Directory System software QUICKMAIL PRO CLIENT FOR WINDOWS For full feature functionality the cli
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