Teamware Office™ 8.0
Transcription
Teamware Office™ 8.0
Teamware Office™ 8.0 Product Overview TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW Tenth Edition March 2010 This document was produced by the Teamware Group Oy in Helsinki, Finland. We welcome and consider all comments and suggestions. Please send them to: • • • • Teamware Group Oy P.O. Box 135 FI-00381 Helsinki FINLAND Teamware®, Teamware Office™, Teamware Mobile™, Teamware Mobile Express™, and other Teamware product and service names are trademarks of Teamware Group Oy. Rights to other trademarks reside with their respective owners. Although Teamware endeavors to ensure that the information in this document is correct and fairly stated, it cannot accept liability for any error or omission. Further, Teamware products and services are under continuous development, and it is important to check with Teamware that a document contains fully up-dated material. This document does not form part of a contract or license unless expressly agreed. © Teamware Group Oy 2 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW Table of contents INTRODUCTION .......................................................................................................7 TEAMWARE OFFICE HIGHLIGHTS ........................................................................8 Driving forces changing the world..............................................................8 Business realities suggest sophisticated groupware .................................8 The Teamware Office approach ................................................................8 What does Teamware Office do? ..............................................................9 What does Teamware Office offer? .........................................................10 For the end user..................................................................................10 For the IS manager .............................................................................10 For the business manager ..................................................................11 Supports both client- and server-based processing ................................11 Use through the Web ...............................................................................12 Use with mobile devices ..........................................................................12 Supports multiple platforms .....................................................................12 Offers a secure environment....................................................................13 Supports applications integration.............................................................13 Directory as the integrated information repository ...................................14 Growing seamlessly .................................................................................14 Teamware Office as a single site system ...........................................14 Office as an enterprise system ...........................................................15 Supporting centralized and distributed administration.............................16 TEAMWARE MAIL ..................................................................................................17 Viewing your mailbox ...............................................................................17 Working with folders.................................................................................18 Mail messages .........................................................................................18 Managing messages ................................................................................18 Sending mail messages ...........................................................................20 Sending and receiving digitally signed and encrypted e-mail messages 21 Sending secure messages .................................................................21 Receiving secure messages...............................................................22 Public key ideology .............................................................................22 Certificate Authority support................................................................23 Support for Smart Cards .....................................................................23 © Teamware Group Oy 3 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW Searching for messages ..........................................................................24 Accessing archived messages.................................................................24 Accessing the Directory ...........................................................................25 Creating your own Address Book .......................................................25 Using Notifier............................................................................................27 Configuring mail priorities ........................................................................27 Offline Mail ...............................................................................................27 Using Teamware Mail through the WebService ......................................28 TEAMWARE LIBRARY ...........................................................................................30 Building libraries of folders .......................................................................30 Managing library documents....................................................................31 Searching for documents .........................................................................32 Basic search .......................................................................................32 Text Search.........................................................................................33 Controlling access and user rights...........................................................33 Handling different versions ......................................................................34 Using Teamware Library through WebService ........................................34 TEAMWARE CALENDAR .......................................................................................36 Making appointments ...............................................................................36 Sending notifications and setting reminders ............................................37 Defining user rights ..................................................................................37 Grouping calendar views .........................................................................37 Customizing calendars.............................................................................38 Printing calendars ....................................................................................39 Using Teamware Calendar through WebService ....................................39 Offline Calendar use ................................................................................40 TEAMWARE FORUM..............................................................................................41 Creating forums........................................................................................41 Viewing discussion trees..........................................................................42 Posting messages....................................................................................42 Locating messages ..................................................................................43 Searching ............................................................................................43 Managing forums .....................................................................................44 Forum manager ..................................................................................44 Public and private forums ...................................................................44 User rights...........................................................................................44 Using Forum in different ways .................................................................44 Using Teamware Forum through WebService.........................................45 NOTIFIER ................................................................................................................46 © Teamware Group Oy 4 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW About notices ...........................................................................................46 About reminders.......................................................................................47 Using Teamware Notifier through WebService........................................48 ADDITIONAL FEATURES IN WEBSERVICE .........................................................49 ADMINISTERING TEAMWARE OFFICE................................................................51 System Administration .............................................................................52 Using Admin........................................................................................52 Managing the use of system resources ..............................................52 The database features ........................................................................53 Billing Log............................................................................................53 Audit Log .............................................................................................54 System Event Log ...............................................................................54 User Administration..................................................................................54 Defining user roles ..............................................................................54 Using the Directory .............................................................................56 Managing the Directory.......................................................................56 ENHANCEMENTS FOR TEAMWARE OFFICE .....................................................61 Teamware Office Archive Server: Long-term storage of messages........61 Teamware Office Search Server: Free text search for Mail and Library .62 Teamware Agents ....................................................................................62 Additional security for Teamware Office ..................................................63 Scanning for viruses and other malicious files ...................................64 Spam protection ..................................................................................64 TEAMWARE OFFICE AS AN INTEGRATION PLATFORM ...................................65 Web support enables powerful integration ..............................................65 Teamware Integration Kit – Tool and application integration ..................65 Productivity tools and integrated services ..........................................65 Application development with Teamware Link.........................................66 XML based application development .......................................................67 JSR168 portlets........................................................................................67 Teamware Plug-in Interface.....................................................................67 Message Submission Agent ....................................................................67 Teamware Office Event Server................................................................68 Integration with external LDAP directories...............................................68 Connectors for Teamware Office .............................................................68 Teamware Connector for Anti-virus Engine........................................68 Teamware Connector for MIME..........................................................69 Teamware Connection for SharePoint................................................69 Teamware Connector for Pl@za ........................................................69 © Teamware Group Oy 5 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW Teamware Connector for Mail Archive ...............................................69 Integration with Teamware Mobile™ .......................................................70 © Teamware Group Oy 6 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW Introduction Teamware Office™ is a set of groupware applications, which provides users with an easy way of carrying out their office tasks and communicating with each other. Teamware Office includes facilities for electronic mail, time and resource scheduling, discussions, document management and retrieval; it helps users find, view, analyze and act on information in a userfriendly and timely way. The facilities are designed to meet the needs of users, whether they are individuals in local or remote offices, or are members of a team within an enterprise or an external business partner. Teamware Office has a long history in improving collaboration and productivity in offices. In the 1980s, it was one of the first groupware systems based on PC LANs and client-server architecture. Teamware Office was also the pioneer in providing integrated, enterprise-wide groupware services based on a suite of ready-to-run applications, allowing users to choose and adapt their productivity tools according to their needs and working cultures. Today, Teamware Office functionality is richer than ever, globally scalable, and based on cohesive architecture. While supporting the proven network-centric approach with the distinct advantages of security, accessibility and manageability, Teamware Office broadens the collaborative environment by also allowing users to access its groupware services over the Web, using universal Internet client applications such as Web browsers and e-mail tools. In addition to its basic functionality, Teamware Office offers many possibilities for extension of functionality and integration with other software. Teamware Office can be integrated with Teamware Pl@za® or Microsoft SharePoint Server to build powerful, cohesive solutions for intra/extra/Internet. Teamware Office can also be integrated with Teamware Mobile™ to provide active mobile access to Teamware Office services, in particular Mail, Calendar, and Personal Address Book. This document focuses on the use of Teamware native 32bit Windows clients against Teamware Office server(s). The availability of features and functionality through the WebService or standard interfaces such as POP3 and IMAP4 may vary depending on the limitations and advantages of given technology. © Teamware Group Oy 7 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW Teamware Office Highlights The computing industry is not what it used to be. It is more public, global and intense than previously. There are market forces at work that seem to question traditional solutions, and to make early adopters of new concepts the winners – or losers – of the business game. Driving forces changing the world For the past decade the major driving force in corporate communications was the Internet in general, and the World Wide Web (Web) in particular. The interest in establishing a company presence on the Web was immense and continuously growing. Web browsers spread everywhere taking new grounds in providing users with access to the surrounding world. While Web-based solutions are still being adopted a new driving force is emerging. Mobile technologies mature to support mobile collaboration. Devices get more powerful. Features of different devices merge. Connections become faster, more reliable and cheaper. Collaboration from anywhere anytime is becoming a reality. Business realities suggest sophisticated groupware The emergence of intranets and extranets, as well as the growing number of open Internet protocols for communicating and sharing information, brought improvements. Supporting everyday business activities, however, is more complicated than just that. Users need to work in teams – small, large and changing – that may include members of external business partners and customer organizations. Users also need to work in a framework of varying business circumstances, to manage ad hoc, inter-related, static, formal as well as informal team activities. Moreover, users need to be able to do their actual business activities instantaneously, without any delays caused by underlying applications or network infrastructures. Mobile collaboration will change they way people work together, communicate with each other. Mobile professionals will have more freedom to choose the tools that best suit their needs, the place and time when they communicate. Groupware is changing along with changing needs and the evolving technologies. Companies making purchasing decisions are often confused when confronted with the challenge of new and established technologies. The Web/intranet technology raises the question of timing. Although, the technology today is functionally limited, it is on its way to becoming the primary computing environment. Should organizations take the risk and jump on the Web bandwagon right now? Or, should they adopt a wait-and-see policy, with the possible risk of losing important advantages? The Teamware Office approach Teamware Office provides a safe and flexible solution. It allows customers to build on their existing computing infrastructure, take advantage of the security, replication and development features of proven groupware, while at the same time enabling them to use or gradually move to services over the Web. These services are accessible from within users’ existing native Windows clients, as well as through corporate intranets, by using universal Internet applications such as Web browsers or e-mail clients. Thus, Teamware Office provides an © Teamware Group Oy 8 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW integrated collaborative environment that combines the best features of both network-centric and Web/intranet-based solutions. Mobile professionals are supported with alternatives from offline working and cableconnected synchronization to over-the-air connections and synchronization. Because Teamware Office runs on standard environments supporting state-of-the-art technologies, it offers price/performance benefits that have not been attainable in traditional data processing. Additionally, as these technologies drive the computing market and deliver steadily improving solutions with less expensive equipment, Teamware Office can be relied on to provide a cost-effective and viable groupware platform, both today, and in the years to come. What does Teamware Office do? Teamware Office is an electronic mail, messaging, scheduling, document management and directory system for individuals and team-oriented users who want integrated functionality. The size of a Teamware Office working environment can vary from a single local LAN to a worldwide enterprise consisting of multiple LANs, WANs and servers. Teamware Office users get a coherent, ready-to-run application environment for communicating, creating, sharing, storing and retrieving information, as well as for allocating personal time and company resources. The Teamware Office suite of groupware applications includes: • Teamware Mail for secure electronic messaging, including S/MIME and PKI capabilities. • Teamware Library for storing and retrieving electronic documents. • Teamware Forum for enterprise-wide discussions and information distribution. • Teamware Calendar for organizing personal time or booking shared resources such as company meeting rooms or equipment. • Teamware Directory for storing the corporate user information, personal address book and e.g. tree view to the organizational hierarchy. • Teamware Notifier for informing users of events occurred, or for reminding of tasks that need to be done by a given time. • Teamware Office Search Server for indexing and free text searching. • Teamware Office Archive Server for long-term message archiving and free text searching. © Teamware Group Oy 9 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW • Teamware Office Event Server for publishing events created by Teamware Office for systems that subscribe to listen to these events. • Teamware Agents extend the capabilities of Teamware Mail by automating access to mailboxes on behalf of the user. An agent can execute a task – a user-defined sequence of operations – at a given time, at regular intervals, as a response to a particular event, or when explicitly activated. As the actual agent process runs on the server, the assigned tasks will be performed properly even if the client workstation is switched off. Teamware Office applications can be purchased and used individually or together. When combined, they provide a highly integrated collaborative environment with the same services for all team members, regardless of their location or position in a department or company. What does Teamware Office offer? Teamware Office is a safe solution for small to mid-size to large companies moving from corporate LANs to intranet groupware, whether you already are a Teamware customer, or on your way to becoming one. For the end user Teamware Office provides an integrated applications environment that helps users do their jobs quickly and effortlessly. Users can perform their business tasks collaboratively – locally or remotely, based on multiple common tools and data sources – without the need for in-depth technical skills. While enhancing the productivity of a group, Teamware Office empowers the end users by allowing them to: • Use graphical user interfaces, agents, Notifier, and search tools for improved competitiveness and productivity. • Create information using their preferred off-the-shelf PC productivity tools. • Choose their client software – running on Windows or on the Web – from a range of language versions. • Communicate globally, without having to deal with underlying protocol and operating system complexities. • Share, route and track the information they have created or been given, leveraging the best ideas and synergies of teams. • Configure the preferences and visual settings of applications for quick and easy access to the features and functions they most frequently use. • High confidentiality and security – even the system administrator has no way of seeing personal documents or files. • Support for offline and mobile use. For the IS manager Teamware Office's networked solution ensures scalability. Customers can easily add new software components to increase functionality, or new servers to meet new performance requirements. When the number of users changes, it is also easy to add or remove workstations according to the changing situation. Moreover, Teamware Office: • Protects your existing hardware and software investments, while allowing you to use or gradually move to new Web/intranet solutions. © Teamware Group Oy 10 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW • Supports SMTP/MIME, S/MIME as well as LDAP-based directory interoperability for low cost business transactions and communication. • Offers modularity when implementing the Teamware Office system. • Supports Windows Server 2008 Standard Edition and Enterprise Edition, Windows Server 2003 Standard Edition SR2; Sun Solaris 10; RedHat Linux ES 5 and SUSE Linux Enterprise server 11 platforms and the change from legacy systems and formats to open environments. • Provides both central and distributed administration. • Supports server based virus detection. • Provides high-level integration between Teamware Office and Windows productivity tools. • Offers APIs for integrating Teamware Office with customer applications and services. For the business manager Teamware Office meets the challenge of decentralized decision-making as organizations are shifting from functionally structured hierarchies to cooperating, goal-oriented teams. For the business managers and office employees who increasingly need to make quick decisions on their own, Teamware Office: • Provides professional tools to access all relevant company-related data and services. • Offers a complete groupware solution, which allows users to collaborate, within and between teams and organizations. • Supports extranets for cooperation with external partner and customer organizations. • Provides a modular, ready-to-run system with quick return on investment, without having to give up existing investments or maintain multiple, separate systems. • Provides worldwide support and a wide range of customer services. Supports both client- and server-based processing In Teamware Office, applications are run on the workstation, on the server, or both, yielding a high level of flexibility and connectivity. Applications can be run from wherever the users need, from a local LAN workstation or remotely from a branch office, home, or a hotel, for example. The native Teamware Office clients – which provide user interfaces to the Teamware Office services over the network – interact with the server applications on a client-server basis. Dividing the processing loads between the client and the server minimizes the amount of data transfer and improves performance. Additionally, as the client can carry out immediate data input validation and consistency checking; this approach greatly reduces the processing load on the server site. The Web-enabling capacity of Teamware Office – combined with the increased power at server levels – also makes it possible for users to access the services over a company intranet or the public Internet, by using browser-server computing based on Web technologies such as HTML, JavaScript and Java. The mail client can be a native Teamware Mail client, as well as any standard POP3/IMAP4 Internet mail clients. This openness, coupled with enhanced Teamware security options, also © Teamware Group Oy 11 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW enables corporate users to flexibly communicate with each other or business partners via the Internet. Use through the Web Teamware Office allows customers to exploit the Internet and deploy a flexible intranet strategy, which can be built on existing resources. Teamware WebService enables access to Teamware services over the Web, acting as a link between a Teamware Office site and the Internet. Documents residing in the Teamware environment can be accessed from the Web, so that on one hand there is the centralized and safe documentation control, and on the other hand as wide a distribution of the documents over the Web as desired. When appropriate, documents, calendars, discussions and messages residing in the Teamware environment can also be made available through the Web for nonTeamware users. In addition, the WebService supports SSL3 protocol for secure communication between server and browser. The WebService is built in to the Teamware Office server architecture and it does not require a separate web server. The WebService enables fixed WWW addressing for any Teamware Office object over standard HTML templates. The system administrator can modify the predefined HTML templates or create new ones. If required this enables a complete redesign of the user interface including graphics, colors and layout and makes the integration of Teamware Office services with other web-based systems transparent. Use with mobile devices Teamware Office offers connectivity to its services for mobile professionals. In fact, several features and add-on products are available for mobile use either using laptops or mobile/cell phones. PDA and Communicator users are offered CE and PocketPC based templates for PDA browser based access. These templates include basic functionality of the different Teamware Office clients. Integration with Teamware Mobile™ introduces cutting edge mobile access features to Teamware Office and, indeed, other enterprise information systems. Teamware Mobile agents and mail filtering features make wireless use of Mail, Calendar and Personal Address Book efficient in real time. Full support of Teamware Mobile features is available on Symbianbased (Series 60, Series 80 and UIQ) smart phones. Limited functionality is available in selected other phone models and PocketPC-based PDA devices. Supports multiple platforms Teamware Office is an open system, based on official and de facto standards, providing customers with a freedom of choice when building their server and workstation environments. The supported server platforms include Windows, Sun Solaris and Linux. Native Teamware Office clients can be run on Windows Vista Business and Windows 7. Additionally, the use of a Web browser as universal workstation software for accessing Teamware Office documents and messages provides significant benefits. As the workstation platform is neutral for the Web browser, multiple environments can access the same documents in the same way locally or globally. In particular, as no other software is needed, © Teamware Group Oy 12 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW mobile and temporary users in remote locations can easily connect to Teamware Office services through the Web. Offers a secure environment Teamware Office services, including the information under their custody, are protected at many levels. User authentication verifies user identity before the user is allowed to access the system. Access control (authorization) determines whether the user is granted access to the services he or she is requesting. Through auditing, Teamware Office discovers attempted abuses to enable administrators to take corrective actions. The Teamware Mail includes secure mail features as a default option and enables users to send digitally signed and encrypted mail messages. Teamware Mail is based on the S/MIME standard and the use of private and public keys. With Mail you can securely send confidential e-mail. You can sign and/or encrypt your messages using strong algorithms and long keys. In addition, the Teamware Mail supports smart cards, providing uncompromised security. The support for standard LDAP directories enables you to connect your Teamware Mail into any existing Public Key Infrastructure (PKI). In addition to the earlier mentioned SSL3 support for WebService, SSL support is also available for SMTP, POP3, and IMAP4. Teamware Office Archive Server automatically archives email messages for long-term storage in read-only format offering protection against accidental data deletion. All important information in email messages and attachments are retained on the archive server. Access to archived messages is protected by user authentication and access rights. Supports applications integration In addition to providing ready-to-run messaging and groupware applications, Teamware Office provides customers and third party software vendors with tools to integrate Teamware Office with other tools and applications. Teamware Integration Kit allows customers to add Teamware Office commands to the menus of standard off-the-shelf PC productivity applications such as word processors and spreadsheet programs. The Integration Kit also supports standard messaging interfaces such as S-MAPI, to integrate mail enabled applications with Teamware Mail. Teamware Link, a high-level application-programming interface, enables developers to create enhanced, Teamware Office-enabled groupware applications. Teamware Link APIs are available as Dynamic Link Library (DLLs) modules, which can be called from a line of development environments such as Visual Basic, Delphi, C, and C++. Teamware Office can be extended also with building add-on features on top of an XML API. Teamware Office XML Toolkit is a toolkit to get developers started with XML-based application development and integration. Teamware Plug-in Interface is a part of Teamware Office Windows Mail application which provides an easy-to-use method to add functionality and defined applications to Teamware Mail menus and toolbar. Teamware Office Event Server is a Java-based event broker that functions according to the publish/subscribe principles. Events generated by Teamware Office services are published as © Teamware Group Oy 13 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW ‘topic alarms’ through the Event Server to other systems that subscribe to listen to a topic and receive the related event messages. For example, an external system that needs users’ appointment information can be integrated with Teamware Office Calendar by registering it to listen to the events published by the Event Server. Directory as the integrated information repository Teamware directory, the information repository of a Teamware Office system, provides the basis for administration and integration. It contains administrative and addressing information about systems, applications, organizations, users, and access rights. The directory information of an enterprise-wide Teamware Office system is shared across all member sites. This allows users to securely access information across the different sites. End users access the directory either from the Teamware Office client applications or from the native Teamware directory client, to search the Organization directory or create personal address book entries. Teamware Directory is a true X.500 solution providing high scalability. Teamware extends from single-site system with tens of users to multi-site enterprise system with tens of thousands of users. Flexible site topology and various replication options means that Teamware easily restructures with business changes. In addition, with Teamware Directory you can also access information in other directory systems with the LDAP protocol, e.g. when fetching information from public directories or legacy systems. Growing seamlessly Teamware Office as a single site system A single site Teamware Office system functions as an autonomous messaging and groupware system in a company. This site, built around only one directory service, comprises of one or more Teamware server, which for their part can host one or more Teamware Office service, such as Teamware Mail, Forum, etc. Additionally, Teamware servers host other Teamware system components such as messaging Connectors and Message Router. © Teamware Group Oy 14 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW Teamware Users are allowed to use all or part of the services within the limits of their access rights. The services, although residing in separate servers within the site, are always invisible to the users. Small to mid-size companies are typical users of a single site solution. Office as an enterprise system Teamware Office sites are the building blocks of an enterprise-wide groupware solution. The relevant user and system component information, which each member site maintains locally, is made available to the enterprise with distributed X.500 directory system. The enterprise solution, keeping users in touch with each other and ensuring that the directories in all sites are up to date and consistent, suits large organizations which have, for example, outlets, branch offices, or agencies in many different locations. © Teamware Group Oy 15 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW Teamware message routing facilitates the transfer of messages along a backbone that connects together Teamware Mail installations and shared messaging connectors at different sites of an enterprise system. Teamware messaging connectors facilitate message exchange with other mail systems via SMTP/MIME mail protocols. The use of SMTP/MIME is transparent across the network, allowing mixing and matching of these protocols across the WAN, the Internet and the company intranet. The Teamware message routing backbone allows the sharing of a single Teamware Connector between Teamware Sites optimizing the cost of ownership and administration efforts. Supporting centralized and distributed administration Teamware Office provides graphical tools to create user profiles, build and monitor the system, collect statistics, backup databases online, and control processes. The Teamware Office Admin facility supports centralized administration of enterprise systems, by allowing the administrator to navigate in the network topology and to perform operations on selected system components. Local administrators at any site can likewise use Admin to perform local administrative operations. © Teamware Group Oy 16 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW Teamware Mail Most likely much of the work in your office is centered on communication inside your company, and between your company and other organizations. Teamware Mail is an advanced electronic mail system that enables you to effectively communicate and share information with other users and groups of users, both in and outside the organization, via an Internet MIME connection. As a default feature, Teamware Mail enables users to send digitally signed and/or encrypted mail messages. The program is designed with the end user in mind; the user can efficiently send and receive mail and attachments. The mail client can be a native Teamware Mail client, as well as any standard POP3/IMAP4 Internet mail client. Integration with Teamware Mobile enables automatic fetching of received email messages to mobile devices and alerts upon incoming messages. Teamware Mobile mail rules allow the user to define rule profiles to filter the messages. Messages sent from the mobile device are processed by Teamware Office Message Submission Agent (MSA). The MSA introduces these messages into Teamware Office on behalf of the user and sends them using the native Teamware Office mechanisms. The MSA can also be used with POP3/IMAP Internet mail clients. Viewing your mailbox Teamware Mail provides each user with an electronic mailbox for his or her use. Teamware Mail makes it easy for you to organize your messages in folders, and list the messages in various ways. The mailbox consists of: • • • • • Sent mail and their attachments. Received mail and their attachments. Folders and subfolders, for received and sent mail (user defined). Wastebasket. © Teamware Group Oy 17 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW With the multi-window function you can flexibly view received messages, sent messages and new messages. For example, you can open a window listing all the mail messages you have received, and another window displaying the mail messages that you have sent. Similarly, you can have several Read and Send windows open at the same time. In order to make Teamware Mail better suited to your personal preferences; you may want to change the settings for how your mailbox is organized and how the information is displayed. You can easily include toolbar buttons for the commands you use most often. Working with folders In your mailbox you can: • Create folders and many levels of subfolders for different types of incoming and outgoing mail messages, to make organizing your mail easy. • Modify, delete, and move folders whenever you need to. • Sort the contents of a folder to find your messages quickly. • Set folder visibility to private if you have given delegate access to your mailbox. Messages moved to Wastebasket or user-made personal folders can be restored to inbox and outbox. Mail messages A mail message consists of message text, properties, and any number of attached files. The properties contain information about the mail item, such as the name of the sender, status, sending time, urgency, sensitivity level, and list of recipients. Sent mail messages have additional information about the delivery status (sent, delivered, read, cancelled, etc.). Teamware Mail automatically creates the properties according to the sending information defined by the user. The user sees no separate mail receipt messages, which clutter your mailbox and use-up space. Mail supports a wide variety of character sets and handles even several different character sets in the same message. Received HTML messages are shown in the message field in an open message window. When an HTML message is forwarded or a reply is created, the HTML content is converted to RTF for the sent message. Managing messages A message is a note written by the sender that conveys information to the recipient, for example, the contents of attached files. In your mailbox you can: • • • • Select the sort order of your messages. Change the type of messages to be displayed. Mark messages as interesting, for easy reference. Set your preferred color coding for the mail items in your mailbox, based on their importance. © Teamware Group Oy 18 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW • Write and modify an annotation text (a short description) for selected mail messages for easier locating. Clicking a message will display its annotation in a bar in the Main window. Annotations can also be used as search criteria. • Reply to a mail message; you can even include the original message and attachments, which can be edited. • Forward mail to someone else, even automatically, and include an optional message to the sender and another to the recipients. The forwarded mail is an attachment and the new message text is a cover letter. This allows the recipient to easily distinguish between the two. Or you can use the auto reply function. • Print messages, parts of messages, and attachments. • Search messages by a versatile number of wildcard variables such as the sender, date, contents, annotation, date, size or location or use a combination of these variables. • See which tools were used to create the attached files. You can open and edit an attachment directly from Teamware Mail by letting Teamware Mail select and start the appropriate tool. Moreover, you can choose whether to just read the attachment or save, print, and edit it. • Define and apply local client filters or automatic server-side filters. The client filters that perform specified actions on messages in a selected folder are activated by the user. The server filters run automatically in the server and direct incoming messages that match specified criteria to a given folder. • See which folders have unread messages from the folder name displayed in boldface font and the number of unread messages in the folder shown after the folder name. A special view New received can be applied to the mailbox to display all the unread messages in a single list regardless of the folder where the messages are located. • Grant other users or groups access rights to your mailbox. Read access enables a user to open the mailbox and read messages, except in folders marked as private. Write access enables the user to send messages; the mailbox owner is shown as the sender, but the message itself shows the identity of the actual sender as well. • Save mail messages with attachments and summary header information directly from the Mail client to Teamware Library. This allows you to store messages for longer term reference and share information with colleagues. Thus mail messages related to, for example, a project or an active case can be saved to a Library folder dedicated to that project or case. • © Teamware Group Oy 19 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW Sending mail messages Teamware Mail makes it easy for you to compose mail messages. You just specify who the mail message is intended for, and what the subject and contents of the message are. You can also prepare several messages at the same time. When you are sending a message, you can: • Type recipient names or addresses and select the recipient from the list of automatically filled-in alternatives. • Write, format, and edit e-mail messages directly in the Message Text field. • Create the text with a text processing tool of your choice and then paste it to the Message Text field. • Read a message from a file into the Message Text field; incomplete messages can be stored, as drafts, to work on later. • Include pictures, multiple fonts, formatted texts, or other objects in your message with rich-text editors. • Drag and drop images, attachments and text. • Spell-check your message. • Set an indicative expiration date for a message, to show how long the information is valid. • Save message as draft for future editing and sending. • Send deferred messages that are delivered to the recipients at given date and time. • Define the properties for both the mail message and its recipients. You can define whether recipients receive an ordinary copy or a blind copy of the message. A blind copy recipient is not visible to other recipients. • Define a signature file, select to save it either on the workstation or the server and set a preference to place the signature either at the bottom or on the top of a reply message. • Include any number of attachments to your messages in the form of, for example, word processor documents, spreadsheets, and image files. • Check the delivery status of a sent message. • Resend the message, send the message to someone else in a modified form, send the message to failed recipients only or even replace an earlier message with a new one. For example, if, by mistake, you send someone an old version of a document, you can supersede it with a new version, maybe even before they notice it. © Teamware Group Oy 20 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW Sending and receiving digitally signed and encrypted e-mail messages Organizations like governments, health services, police, finance and banking handle sensitive information that cannot be sent over the Internet without being secured. Teamware Mail offers high security with strong algorithms and long keys. Mail messages can be digitally signed and/or encrypted. The message body and the attachments are encrypted. Signed and/or encrypted mail messages are shown in the mailbox listing with special icons. With the Secure Mail features of Teamware Mail, which are based on the S/MIME standard and the use of private and public keys, the user can securely send confidential e-mail. The user can sign and/or encrypt messages using strong algorithms and long keys. Teamware Mail supports smart cards, providing uncompromised security. Support for LDAP certificate directories enables the user to connect Teamware Mail into an existing Public Key Infrastructure (PKI). Sending secure messages Secure messages are created in the same way as normal messages. The user then selects the sign and/or encrypt option. In the case of signed messages the user’s private key either from the Smart Card or from the PKCS#12 file is used. The user must supply the correct PIN code or password. When messages are encrypted, the recipient’s public key is first obtained from the LDAP Certificate directory. Users can also use separate certificates for signing and encrypting a message. This allows, for example, a user to sign a message with a personal certificate and encrypt it with an organizational certificate. © Teamware Group Oy 21 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW Receiving secure messages When a user receives a signed message, the message viewer displays a security information button. Security information shows whether the message was signed and/or encrypted, and also the validity of the signature and any related certificates. If a received signed message is also encrypted, a PIN code (Smart Card) or a Password (PKCS#12 file) is required to use the private key to decrypt the message and attachments. Decryption is done in the workstation. The message file in the server is left unchanged. The user can fetch and save the attachment either in decrypted or encrypted format. Public key ideology Teamware Mail encryption and signing is based on public/private key technology. The idea behind this technology is that encryption/decryption is always based on a pair of keys. One is available publicly and one is private and held only by the owner. The keys are mathematically bound to each other so that anything encrypted with the public key can be decrypted only by using the private key of the same key pair – and vice versa. In © Teamware Group Oy 22 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW this way, a message encrypted using the recipient’s public key can only be read by the recipient who has the appropriate private key. Certificate Authority support A Certificate Authority (CA) validates the user identity. They may also make the actual Smart Card and they also typically provide an LDAP directory for user certificates. The user certificate binds the user name and the related public key to each other. LDAP address and search information, used to fetch the certificate from the LDAP directory, is stored in the Teamware Directory. In cases where a user may have several different certificates, a list is presented to allow selection of the appropriate certificate. When sending or reading a secure message Mail automatically checks the certificate validity from the CRL (Certificate Revocation List) maintained by the Certificate Authority. This is done by OCSP server (Open Certificate Status Protocol). In cases where the LDAP directory is not available or the recipient’s public key is otherwise inaccessible, certificates can be exchanged as mail attachments. They can then be stored into a local certificate cache for later use. Support for Smart Cards The private key is the proof of identity and is securely stored in a Smart Card. Some Smart Cards contain two certificates with corresponding PIN codes – one is used for message integrity signing and decryption and the other is used for non-repudiation signing. The first PIN code is valid as long as the card is in the card reader, whereas the PIN code for nonrepudiation has to be entered again each time a signature is made. Teamware Mail supports PKCS#11v2.11 API-based Smart Card readers. © Teamware Group Oy 23 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW Searching for messages Teamware Mail makes it easy for you to find mail messages fulfilling criteria that you specify. You can search for a mail message by specifying criteria like who sent the message to you, who the recipients were, what the subject of the message was, and on what date the message was sent. Messages can also be searched by free text criteria that are matched to the message text and text-based attachments. The file types supported are txt, rtf, doc, pdf, and html (other file types will be added later). It is possible to use simple one term criteria or define optional criteria, combining criteria filled in two or more search fields and specify complex criteria with phrases and operators. To narrow your search even more, you can specify additional criteria. For example, you can specify the importance level of the mail message, the beginning of the annotation belonging to the message, and the size of the message in kilobytes. Accessing archived messages Mail messages can be automatically archived for long-term storage when the Teamware Office Archive Server has been installed to a Teamware Office system. Archiving messages does not require any end user actions. Mail archiving is a user-based service defined in the user account profile. All messages of archiving-enabled users traveling through the system are archived immediately in read-only, compressed format on the Archive Server. Archived messages are indexed for free text searching. Each user can access their archived messages directly from the Mail client by making a search. The search looks for messages both from the online mailbox and the archive simultaneously. Archived messages are indicated with special icons in the search results making it easy to see which results are in the mailbox and which in the archive. Once listed in the search results messages can not only be opened for reading but also replied or forwarded directly from the archive. There is no need for extra steps to restore the archived messages first to the online mailbox. © Teamware Group Oy 24 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW Users cannot delete any messages from the archive. Archived messages are automatically deleted after the retention period expires. Archived messages are safe on the Archive Server. Only the user themselves or the delegate user who have received access rights to the user’s mailbox can search archived messages. Accessing the Directory Teamware Office includes an electronic addressing application, called Directory, which includes all the users and addresses that are defined in your Teamware Office system. When you open Directory you can see either one of its two parts: the Organization Directory or your own Address Book. You share the Organization Directory with other users but the Address Book is your private collection of important names and contact information. (For more information on the Organization Directory, see the part on ‘Administering Teamware Office system’). With Teamware Mobile entries in Personal Address Book can be synchronized with contacts on the mobile device. Creating your own Address Book Each user has a personal Address Book. Initially the Address Book is empty but you can define your own listing of addresses, telephone numbers, and other contact information. It offers you quick access to the contacts you use most often. You can use the Address Book to search for mail and calendar appointment recipients, or view the addresses, telephone numbers, and other contact information that you have saved there. Your Address Book is not visible to other users. A copy of your Address Book is normally stored in your workstation for faster access and possible offline use. If you are working from another workstation, at login you can prevent your Address Book from being copied to that workstation, ensuring that your Address Book remains private. The Address Book can contain two types of entries: private entries that do not exist in the Organization Directory, and aliases that refer to entries in the Organization Directory. Private © Teamware Group Oy 25 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW entries can either be individual entries or group entries. The aliases can refer to a user or a group of users. Before creating an entry in your Address Book, it is useful to check whether the user, group or other item already exists in the Organization Directory. If it does, you can define an alias for it in your Address Book. This makes it easier for you to find it, and has the additional benefit that you do not have to keep the address up-to-date, as the alias points to the directory entry, which is always kept up-to-date by the system. You can modify or delete any entries you have made in your Address Book. Creating and modifying aliases Aliases are references to Organization Directory entries in your Address Book. In an alias, the same information is visible as in the Organization Directory entry, but you can find frequently used entries faster. There are several advantages in using aliases: • Searching is faster in the Address Book than in the Organization Directory. • Short, descriptive alias names can be given to the entries. For example, you can use nicknames to refer to users or groups that you either communicate a lot with, or that have complex names in the Organization Directory. You can create aliases for users and groups of users. You can create several aliases for a person who may work in different locations. For example, Jane Alvin works at the company and already has a user account in the system. You have included her as JaneA in your Address Book. If she is sent to work with a project team at another location, another account is created in the system, and you can include her, for example as JaneA/team in your Address Book. When you send her e-mail, you use the appropriate alias referring to her location and the message will be delivered to that destination. Creating and modifying private entries Private entries are addresses or other contact information that you can insert in your Address Book. A private entry may contain an e-mail address, telephone numbers, street address, or other information of a person or organization. You create a private entry when you want to add an address from outside your organization to your Address Book. Creating and modifying private groups Private groups are groups that you create in your Address Book. They can contain private entries, private groups, and aliases from your Address Book, as well as users and groups from the Organization Directory. You can use groups as your own distribution lists for mail messages. If you need to create a new private group that closely resembles an existing entry in your Address Book, you can simply copy an existing private group and change the entry and add or remove users from the group as you choose. © Teamware Group Oy 26 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW Searching for entries in your Address Book The contents of your Address Book are visible when you open the Address Book page of the Directory. When you want to find an entry, you can simply scroll through the list if your list is short. Otherwise you can specify the type of entries to be listed, or type the first letter of the name that you are looking for. All custom fields can be searched. The list automatically scrolls to the entry that closest matches your specifications. Using Notifier Teamware Office has a configurable alarm feature - Teamware Notifier. The user can choose different alarm signals to notify, for example, when a new mail is delivered. Notifier keeps a list of incoming notifications. From this list, the user is able to view the alarm item by simply clicking on it. The mail client then opens up directly to the message that has been clicked on. The alarm item can also be started directly from the Notifier pop-up window. For received mail, Notifier provides the user with information concerning the mail item, such as the name of the person who sent the mail, and what the priority and sensitivity levels of the mail are. Notifier can also be set up to inform a user about errors in mail delivery. Notifications of messages that have been defined sensitive do not display the name of the sender or the subject of the messages. (For more information, please see the part ‘Notifier’). If a user has delegate rights to another mailbox, it is possible to subscribe to receive notifications from that other mailbox in addition to notifications of one’s own messages. Configuring mail priorities A sender of a mail item with Teamware Mail can choose between urgent, normal, and nonurgent priorities. This feature can be used to control communication costs: the Teamware Office administrator can for example configure specific sending times for different mail priorities, and non-urgent mail can be sent during off-peak hours when communication is cheaper. Offline Mail Offline Mail enables the user to work with e-mail when not connected to the server. The messages and folders you need to work offline can be downloaded to your laptop or home computer. With Offline Mail, you work the same way as when online: read messages, write replies to them, and select the recipients from your Teamware Address Book. When back and © Teamware Group Oy 27 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW connected again, you can send all the messages you have prepared, or continue working on them online. Offline mail includes also a search for finding messages stored in the offline folders. It is also possible to work on messages stored in the offline mailbox while you have an active server connection. In these situations, for example, when composing a reply to a message in an offline folder, you can search recipients from the Directory. Regardless of whether you have a server connection or not, you can check the sender’s Internet email address from the Sender properties dialog. Using Teamware Mail through the WebService A user can access the mailbox through a regular browser. Teamware WebService supports a wide variety of browsers from very light PDA browsers such as the Lynx or the Nokia Communicator browser all the way up to the latest and state-of-the art browsers. This, however, affects the available set of features and functionality. WebService look and feel is customizable. © Teamware Group Oy 28 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW In addition, the Teamware WebService acts as a link between a Teamware Office site and the Internet. A Mail object - a folder, a message - can be issued with a unique URL address that allows them to appear as Web pages on the Internet. The users can • Place references to Mail objects in HTML documents. • Attach references to Mail objects in other Teamware applications: e.g., in Teamware Forum messages, Teamware Library documents, and Teamware Calendar appointments. • Create shortcuts for Mail objects to their Windows desktops. • In addition to basic mail features Teamware WebService Mail includes such features as copying mail, forwarding mail, and downloading messages in *.eml format. Free text for messages includes both a quick search and a dialog for detailed searches. Also included in WebService is integration between services allowing, for example, saving of a mail message to Library directly from the received message view. Users can write and activate an auto-reply message to response on their behalf, for example, during absences and holidays. It is possible to define automatic mail filters that are run on the server to sort incoming messages to specified target folders. The incoming messages are identified by given criteria in Sender, Address, Subject, or Recipient type fields. WebService Mail folder hierarchy indicates the folders where unread messages exist by displaying the folder name in boldface font and a number indicating the amount of unread messages in that folder. It should be noted that automatic filters defined in WebService Mail affect also what the user sees in the Mail client. WebService comes now with a special add-on Teamware toolbar that makes browser-based use even more efficient. The toolbar includes such useful features as checking for new messages in Mail and Forum and finding free time in Calendar. © Teamware Group Oy 29 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW Teamware Library Teamware Library is an electronic information management system that enables people to organize and share documents in the Teamware Office system. Documents stored in Teamware Library are logically organized into folders; each document contains one or more individual files, where the actual information is stored. All kinds of files can be stored in Teamware Library. Teamware Library can be used as an effective workgroup tool. Important up-to-date version controlled documents, like a company's ISO 9000 quality documents, can be stored in Teamware Library for reference and easily found exactly when needed. Teamware Library can also be used to make centralized backups of the documents stored in it. In a site with one Teamware Office server, Teamware Library is located in the server together with the other possible Teamware Office services. In a system with more than one Teamware Office server, Library services like other services can be distributed on several servers. In addition, in an Enterprise system with multiple sites users can access Library services transparently between sites. Building libraries of folders The Teamware Library server can contain several separate libraries, with each one being dedicated to a specific theme or topic; for example, different projects can have their own libraries. The documents in a library are arranged in folders, which can be created according to the needs of the users. A folder can contain subfolders, and the hierarchical continuity of nested folders is practically unlimited. The structure of a library is visually presented in the main window of the Teamware Library user interface. This makes it easy for the user to find files and get a quick overview of the © Teamware Group Oy 30 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW contents of an open library. It is even possible to view several libraries simultaneously. The user can use drag-and-drop for moving or copying documents and folders within Teamware Library. Managing library documents A library document consists of a properties sheet and the body of the document. • The properties sheet contains administrative information about the document - for example: name, version, creation time, latest modification time, owner, authors, search keywords, contents, expiration date, retention date, and access control lists. Likewise, custom attributes can be defined for Library documents. All of this information can be used in searching for certain documents. • The body of a library document comprises of one or more files which contain electronic documents that can be created, viewed, and updated by any productivity tool, like MS Excel and MS Word. The multi file-document possibility is a benefit of Teamware Library in situations, for example, where users want to use the library to store a word processing file containing a linked spreadsheet. In the same way, the user can save the contents of an entire disk directory as one Teamware Library document; an example could be the previous year's correspondence with a certain client. Integration with other Teamware Office applications is also provided, as Teamware Library documents can be sent by Teamware Mail or posted to Teamware Forum without the user having to exit from the Teamware Library application. In addition, mail messages can be stored directly from Teamware Mail to Teamware Library. Attachments and summary header information are included with the message when it is stored into a library document. If a user saves a newer version of an existing document, he or she can allow Teamware Library to automatically increment its version number. The latest version of a document can thus be found easily. © Teamware Group Oy 31 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW Searching for documents The Teamware Library user can apply many different methods to locating a document or documents. For a quick view of what a certain library or folder contains a user can browse through document lists in the main window of the user interface. After choosing a document, the user can view its profile to check the document version. Teamware Library also allows the immediate viewing of the contents of the files included in a chosen document. Basic search Teamware Library supports document searches through document profiles. The user defines the search criteria for custom attributes and indexed attributes of document profiles, such as owner, author, keywords, and date range. The user can even apply simple free text search of profiles, covering words appearing in connection with any attribute. The program then displays a list of documents that fulfill these criteria. Keywords When creating a document, the user can specify keywords that can later be used in searching for documents that deal with a certain topic or theme. To aid users, and to standardize and simplify the search for a particular document, an administrator can define a set of standard, workgroup-specific keywords for a whole library. When searching for a document, the user can choose from a prompted list of these standard keywords, or type in his or her own keywords. The administrator of the library server specifies and updates the set of standard keywords on the basis of the keywords that users often assign to their documents. When a keyword search is conducted, the program generates a list of the documents in which the specified keywords can be found; users can then directly open any of the documents that are listed. © Teamware Group Oy 32 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW Text Search In addition to searching with owner, subject, dates and other basic attributes, Text Search offers the possibility to search document for their content, either the document description or attached files. Custom attributes can also be used as search criteria. Text Search is a standard feature in the product but requires Teamware Office Search Server. Text Search criteria are formed in the same way as in Mail. The criteria can be as simple or complex as needed. Search scope i.e. libraries and folders from which the search is done can be set by the user. Access rights are checked and the user is given just those hits he has the rights to see. Controlling access and user rights In addition to the normal Teamware Office password protection, in Teamware Library you can define different access rights to different libraries and folders. Each individual Teamware Office user can be granted the right to read, update, or only insert documents on a folder-byfolder basis. Alternatively, they can be granted no rights at all. The users can also be organized into user groups, and the user rights concerning libraries and folders can be defined for an entire user group. © Teamware Group Oy 33 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW Handling different versions By default, Teamware Library displays the latest version of a document. The versions are arranged by document date, and although the latest one will be opened when a document is selected in the document list of a folder, the user can also view any of the older versions. When updating an existing document, a user can lock it from other users to secure version handling and preserve consistency during the update. Using Teamware Library through WebService A user can access the library documents through a regular browser. Teamware WebService supports a wide variety of browsers from very light PDA browsers such as the Lynx or the Nokia Communicator browser all the way up to the latest and state-of-the art browsers. This, however, affects the available set of features and functionality. In addition, as the WebService look and feel is fully customizable the end user experience in different systems may vary to an extend that the user does not even realize he or she is in fact using Teamware Library. Each Library object - a library, a folder, a document and even attachments – is issued with a unique URL address that allows them to appear as Web pages on the Internet. The users can • Place references to Library objects in HTML documents. • Set references to other Library documents in document profiles. • Attach references in other Teamware applications to Library documents: e.g., in Teamware Mail, Teamware Forum messages, and Teamware Calendar appointments. • Create shortcuts for Library objects to their Windows desktops. • Create, modify and delete libraries, folders and documents and manage rights in these. • View and update document properties. © Teamware Group Oy 34 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW If “Read messages” permission or higher has been issued for a certain library or folder to “Everyone”, non-Teamware users can also view the library or folder and its documents using their Internet browser. The system administrator can allow or deny access or force the use of SSL for given TCP/IP addresses or domains. © Teamware Group Oy 35 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW Teamware Calendar Teamware Calendar is an enterprise-wide group scheduling and resource management application. Teamware Calendar includes excellent tools for concurrently reserving time of both people and resources. Resource calendars are created for items that need scheduling, such as conference rooms, portable video projectors or pooled cars. Personal calendars of Teamware Office users are used typically for planning appointments or scheduling meetings and they can be synchronized with Symbian-based phones. In Teamware Calendar, several users, groups and resources calendars can be seen in one window even if they are located in different servers. A user can easily search and define a convenient time for a meeting by reserving meeting rooms, equipment and booking the time of other users. Appointments, acceptances and rejections of meetings can also be entered into someone else’s calendar within a site or across an enterprise. When integrated with productivity tools, a user can start Teamware Calendar directly from an application. Teamware Calendar includes many customizable features, such as toolbar, automatic reminder setting, and time divisions in the personal calendar. They allow Teamware Calendar to be adapted to a user’s personal needs. Making appointments A user can define a convenient time for a meeting with other users or other groups of users. An appointment in Teamware Calendar is a single message unlike if the reservation was done with multiple e-mail messages between recipients. Recipients then confirm or reject their participation, or delete the appointment in their own calendars. The appointment maker and other participants within the site can easily follow the status of appointments. The appointment status, read, agreed or rejected can be seen with easy color-coding. For users that do not have Calendar, the appointment can be sent to the mailbox directly from the Make Appointment dialog. © Teamware Group Oy 36 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW Using the multiple views, a user can browse for available times of other users or resources. In the Make Appointment dialog, users can select the calendars and reserve the meeting time. The user can also use drag-and-drop to manipulate appointments. Recurring appointments can also be created. The recipient can then specify ability to participate separately for each date. Teamware Calendar displays who will be attending the meeting, and resources that have been booked for each appointment. Users can attach documents to appointments; this gives you the possibility of including meeting agendas or documents to be discussed. It is also possible to use an interactive spell checker and consult a user dictionary from within Teamware Calendar. Sending notifications and setting reminders Teamware Calendar can be configured to notify users about calendar events like requests for new appointments, modifications of existing appointments, withdrawals of appointments, and confirmations or rejections. Notifications are delivered to users via Teamware Notifier. (For more information, please see the part ‘Notifier’). Users can define reminders for up-coming appointments, set individual reminders, or set Notifier to automatically remind you of every appointment, which is made in your calendar. The reminder will be displayed at the time of the appointment. Defining user rights In addition to the normal Teamware Office password protection, in Teamware Calendar you can define different user rights for viewing different calendars. Each Teamware user has full access rights to his or her personal calendar, and the owner of a resource calendar has full access rights to that resource calendar. Other users can be granted rights to view, make, or update appointments in a particular calendar. In addition, the user can define an appointment as private, visible only to its participants. Others can only see that the time is reserved. Teamware Calendar supports also anonymous access through the WebService. This feature can be utilized e.g., in solutions where a user or resource online schedule is automatically displayed through Internet home pages. Grouping calendar views Teamware Calendar users can be handled individually or as part of a group of calendars. The user can define a calendar group, which can consist of personal calendars and resource © Teamware Group Oy 37 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW calendars. Calendars allow flexible viewing of users and resources by day, week, or month. The calendars of several users and resources can be viewed in parallel in one window, even if they are located in different servers. If often needed, they can be grouped permanently. Users can either browse through the appointments of the calendars in the same window, or use the automatic ‘search for free-time’ function. This simplifies finding free time from user and resource calendars. The user can also define optional (invited if free) and mandatory attendees, or groups where the availability of at least one attendee or resource is required. Customizing calendars Teamware Calendar includes a flexible set of preferences that allows the user to customize their calendars. For example, users can choose their default calendar, choose which calendars are displayed when Calendar is started, and set reminders for appointments. Users can also set the business hours for their calendars, choose the wallpaper and e.g. set the screen colors for different days of the week. The system administrators can also setup single national holidays and other annual important days so that all system users automatically see them. In addition, the user can also include important personal dates, such as holidays and birthdays in the personal calendar. © Teamware Group Oy 38 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW Printing calendars All calendar views can be printed e.g., for day, week, or summary. The calendar bookings for a defined period can also be printed in a list form. In addition, the user can choose to omit or print the weekend bookings, the overlaps of reservations, and unreplied or rejected requests. It is even possible to print the contents of several calendars with just one command. Using Teamware Calendar through WebService A user can access the calendar appointments with a standard browser. Teamware WebService supports a wide variety of browsers from very light PDA browsers such as the Lynx or the Nokia Communicator browser all the way up to the latest and state-of-the art browsers. This, however, affects the available set of features and functionality. When PC browsers are used, a wide selection of functionality is available including creating, modifying and deleting appointments, accepting and rejecting appointment requests, viewing calendar in several different views, most-used calendars list, recurring appointments, and many more. WebService Calendar includes views that use Ajax technology to offer easy-to-use direct manipulation interaction when creating and modifying appointments. These direct manipulate views resemble the Calendar views in the Calendar client. In them, it is possible to create a new appointment by highlighting a slot in the calendar grid and typing a subject to the appointment. Modifying the date or time of an existing appointment is as easy as a move of a mouse. When viewing and selecting multiple calendars it is easiest to go through the directory unlike going straight to the calendar application when using the Native Windows clients. The Teamware WebService acts as a link between a Teamware Office site and the Internet. A Calendar object - a calendar, a resource calendar, a reservation - can be issued with a unique URL address that allows them to appear as Web pages on the Internet. The users can • Place references to Calendar objects in HTML documents. © Teamware Group Oy 39 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW • Attach references to Calendar objects in other Teamware applications: e.g., in Teamware Mail, Teamware Library documents, and Teamware Forum messages. • Create shortcuts for Calendar objects to their Windows desktops. If the “Read messages” permission or higher has been issued for a certain calendar to “Everyone”, also non-Teamware users can view the calendar and its reservations using their Internet browser. The system administrator can allow or deny access or force the use of SSL to particular IP addresses and domain names. The WebService Calendar also includes a simple memo functionality that allows users to keep a list of To Do items and bookmarks. The user can create To Do items and bookmarks shown on lists in the WebService main screen. The user can add new items, modify contents or sort the order of existing items, and delete items that are no longer needed. Offline Calendar use A new Java and html-based offline Calendar viewer enables users to download selected personal, group and resource calendars to their workstations. Downloaded calendars and appointments are viewed with a browser-based interface. Calendars can be searched for download. Downloaded calendars can be easily updated or removed. © Teamware Group Oy 40 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW Teamware Forum Teamware Forum is the electronic bulletin board and conferencing medium of the Teamware Office system. Teamware Forum provides a quick and reliable way of distributing messages of mutual interest within a site or across an enterprise. When using an enterprise level Teamware Forum, the geographical location of the users is not important. Information is spread throughout Teamware Forum systems, which are connected together, and users can search, fetch, and create the information they need regardless of how far away they are from the origin of the message or other users. With the help of Teamware Forum, the person in charge of internal information in an organization can easily make a message, for example a question or a piece of information, visible to a large group of people. The information distributed by Teamware Forum may contain text files, spreadsheets, illustrations, or any other document produced by the workstation's productivity tools. Moreover, Teamware Forum offers an opportunity for more casual discussions. Teamware Forum is the ideal solution when, for example, consolidating sales information or distributing information in a large organization, or when establishing a help desk type of service. Creating forums The Teamware Forum hierarchy consists of main forums, subforums, messages, and discussions. Users can create discussions in the form of graphical trees comprising of messages, their corresponding replies, and attachments. Each Teamware Forum system contains several individual main forums and their subforums, which are created according to the variety of topics and the need for information security. Each forum has a forum manager who possesses the rights, for example, to modify the forum profile, to grant user rights to the forum, or to delete the forum. The maximum size of both forums and individual messages can be restricted. © Teamware Group Oy 41 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW Viewing discussion trees Teamware Forum messages can be viewed in graphical discussion trees. Each discussion is initiated with a ‘root’ message and can be linked to a series of associated replies. So users can easily browse through different discussions and reply to selected discussion messages. With the help of this format, a whole discussion within a forum can be followed chronologically from the first message to the last comment. The initiator of a discussion has the right to close and resume discussions, and also to define an expiration date for the discussion, after which the discussion is automatically removed from Teamware Forum. It is also possible to mark those messages that construct the outline of the discussion. Posting messages The actual information is stored in the form of messages. A message contains text, which can be created with the Teamware Forum text editor or pasted from any user-preferred text processing tool. The multi-window function allows you to, for example, view a discussion chain in one forum, while writing a related message in another forum. Messages can contain one or more files as attachments; for example, these can be text files, illustrations, or spreadsheets. Message text can be in Rich Text Format and include OLE objects and bitmap pictures. The user can write or fetch to his or her own workstation messages and attachments of particular interest. When writing in a forum you can use an interactive spell checker and consult a user dictionary. Users posting messages can even defer the actual posting to a later date. Teamware Notifier can be activated to inform the user of replies received to Teamware Forum messages, and the arrival of new messages to a specified forum. (For more information, please see the section ‘Notifier’). © Teamware Group Oy 42 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW Locating messages The Teamware Forum user can apply many different methods to locating a message. For a quick view of what a forum or discussion contains, a user can browse through the hierarchical structure of main forums or discussion trees. Searching Teamware Forum supports message search through message profiles. The user defines the search criteria for indexed attributes of message profiles, such as author, keywords, type, and date range. The user can even apply simple free text search of profiles, covering words appearing in connection with any attribute. Then the program displays a list of documents that fulfill these criteria. Keywords When creating a message, the user can specify keywords that can be used later to search for messages that deal with a certain topic or theme. To aid users, and to standardize and simplify the search for a particular message, a whole forum can be given a set of standard, workgroupspecific keywords. When searching for a message, the user can choose from a prompted list of these standard keywords, or type in his or her own keywords. The administrator of the forum server specifies and updates the set of standard keywords on the basis of keywords the users assign to their messages. When a keyword search is conducted, the program generates a list of the messages in which the specified keywords can be found; users can then open any of the messages that are listed directly. © Teamware Group Oy 43 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW Managing forums Forum manager Every forum has a forum manager, who defines the publicity and the user rights of the forum. A message can be deleted either by the forum manager or by the message writer. The forum manager can also set the default number of days that messages can remain in the forum. Public and private forums Forums can be either public or private; public forums are generally open to all users, while private forums are visible only to a selected group of users. User rights The users of public and private forums can be granted different kinds of user rights according to their presumed interests. These rights are forum-specific. • Right to read and write messages in a forum. These forums function as open discussion media, allowing the users to enter their own contribution to the discussion or brainstorming. • Right to read messages in a forum. These forums can be used for information distribution. • Right to view the forum name only. These are forums that are not likely to be of interest to all users. The user can ask the forum manager for rights to access the forum contents. Using Forum in different ways The Teamware Forum system can be utilized for various purposes by giving the forums specific subjects and features. The examples below illustrate how different kinds of forums can be used. • Announcement forums. Public forums to distribute, for example, announcements of company news or internal releases which all users can read, but can be written only by forum managers or others with the proper rights. These messages will expire after a specified time. • Inquiry and discussion forums are public forums with restricted access that are used to exchange information or to find solutions to specific problems concerning, for example, a broad project involving many people. In this case, the users can note forums of possible interest and then ask the forum manager for the read and write rights. • Discussion forums for special interest groups are private forums created for a limited group of users in order to discuss specific subjects or projects. Users can have read and write rights to these forums; however, some users may have only read rights. • Department forums. A public forum for people in the same department or organization to distribute and discuss information. In this case, all the users will generally have read and write rights. The messages will expire after a specified time. © Teamware Group Oy 44 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW • Information forums offer a practical way to keep the personnel of a company updated, for example, about general rules and policies. This forum is created with public read rights and restricted write privileges. The life span of the messages can be unlimited. Using Teamware Forum through WebService A user can access the forum discussions with a standard browser. Teamware WebService supports a wide variety of browsers from very light PDA browsers such as the Lynx or the Nokia Communicator browser all the way up to the latest and state-of-the art browsers. This, however, affects the available set of features and functionality. In addition, as the WebService look and feel is fully customizable the end user experience in different systems may vary to an extend that the user does not even realize he or she is in fact using Teamware Forum. Teamware WebService acts as a link between a Teamware Office site and the Internet. A Forum object - a main forum, a subforum, a message, and a discussion - can be issued with a unique URL address that allows them to appear as Web pages on the Internet. The users can • Place references to Forum messages in HTML documents. • Attach references to Forum messages in other Teamware applications: e.g., in Teamware Mail, Teamware Library documents, and Teamware Calendar appointments. • Create shortcuts for Forum messages to their Windows desktops. • Create, modify and delete forums, forum tables and documents and manage rights. If the “Read messages” permission or higher has been issued for a certain forum to “Everyone”, non-Teamware users can also view the forum and its messages using their Internet browser. The system administrator can allow or deny access or force the use of SSL to particular IP addresses and domain names. © Teamware Group Oy 45 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW Notifier Notifier is an integrated tool designed to help you keep track of activities within the Teamware Office system, and remind you of important tasks. When you receive a mail message or appointment, or when it is time for you to complete a task, Notifier gets your attention by displaying a pop-up window, beeping, playing a tune, or blinking an icon, depending on your choice. In order to deliver notifications to their targeted recipients Notifier checks user identity based on authentication information. By default notifications are delivered only during an active session. However, the Notifier client includes a user preference that allows retaining of the authentication information after logout. This permits the Notifier to continue receiving notifications for the user. Notifier makes it easier for you to remember the status of your correspondence and other tasks. It notifies you of new mail and the status of sent and received mail messages. It can save and restore a list of notices that you have received. The items that you have already worked on in Teamware Mail are marked read or cleared. Unanswered mail and other tasks to do can be seen at a glance. Quick access to Teamware Office applications is easy with Notifier. For example, you can open mail messages and calendar appointments directly from Notifier. Notifier also lets you set reminders that notify you at a given time, letting you maintain active to-do lists. To have Notifier prompt you to begin working on a document, you can even link files to reminders. About notices A notice is a message that informs you of an event in your Teamware Office system. You can receive notices when: • • • • • • • You receive new mail. A mail delivery or receipt error occurs. When the recipient has read your message. New appointments are made in your calendar. Appointments are modified or withdrawn. Appointments are confirmed or rejected. You own a forum to which folders or messages have been created or removed. © Teamware Group Oy 46 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW • Forum messages/discussions, that you have specified, receive replies. • Forums, that you have specified, obtain new messages. Received notices are listed by default. The list is updated according to how you specify the settings. You can, for example, see which mail messages you have already read, and why a notice was issued. The notices listed in Notifier are often associated with an application, for example, a Teamware Mail message. When you click on an alarm item from the list, the associated application is started and the item is directly opened and displayed. You can open the notice by using the Notice menu, using a toolbar button, double clicking the notice or activating the pop-up menu with the right mouse button. Delegate users of a mailbox can subscribe to receive notifications from that mailbox. In this way they will know when new messages arrive to the other mailbox even when they are logged in to their own mailbox. Notifier also informs the System Administrator about selected system events that have occurred. About reminders Reminders can easily be used for your to-do lists. A reminder is a personal notice that helps you remember tasks that need to be carried out at a certain time, allowing you to easily manage your work. For example, you can set Notifier to remind you when it is time for a meeting with a client. There are two types of reminders: • Single reminder. Issued only once for a specific date and time, such as for a particular meeting. • Recurring reminder. Issued at specified intervals when you want to be reminded of regularly scheduled tasks, like weekly reports and monthly letters. © Teamware Group Oy 47 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW When you create reminders, you simply define the type, date, time, and subject for each reminder. Files, applications, mail messages, or calendar appointments can easily be linked to a reminder. You can set Notifier to automatically open the appropriate window for you at the time you specify. Using Teamware Notifier through WebService With the Notifier Preferences, the users are able to select their favored viewing environment for the reminders and notifications. When WebService is configured for viewing notifications, the notification pop-up windows only inform the user about a new incoming item without revealing message or appointment details. © Teamware Group Oy 48 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW Additional features in WebService In addition to the features described above, there are a number of features available only in WebService. These additional features help the users organize their time and tasks. Task service makes coordinating shared tasks easy. A user can create a task and assign it to other users. The task creator can specify options that determine the due date and whether assignees can reject tasks or whether they need to send a report when responding to the task. Task service makes it easy to follow progress of tasks as the service keeps track of the status of each assignee. Percentage of progress is shown in task details. Users can also create personal task, i.e. make themselves assignees of a task. Personal bookmarks can include both shortcut links to favorite targets in WebService and links to external web sites. Adding WebService shortcut links is easy by clicking the Add bookmark command on the page the user wants to appear on the personal bookmarks. The link is then automatically inserted in the bookmark list and can subsequently be used as a shortcut to the page directly from the personal bookmarks list. Common bookmarks are used for sharing links inside the organization. Administrators can modify this bookmark list making available links that are useful throughout the organization. The Presence functionality compliments Calendar by information on the presence and availability of users. Users can easily update their own presence information and secretaries or others who have been given permission can also update others’ presence information. Default presence options are: Present, Absent, Business trip, Meeting, and At home. Presence options can be added and customized. Thus, for example, it is possible to include a Busy option, © Teamware Group Oy 49 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW which can be used to indicate that the user wishes to concentrate on a task without interruption although there are not any reservations in her calendar. © Teamware Group Oy 50 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW Administering Teamware Office In a LAN environment, client applications, such as Mail, Calendar, Forum, Library, Notifier and Directory, are located in the users’ workstations or in some cases on an application server. The clients communicate with the Teamware server services, which can reside in one server or many servers on the LAN. The services provide these applications with a set of functions for creating, searching, storing, and modifying items. There are two main aspects in the administration; maintaining the servers, server operating systems and Teamware Office services, and maintaining the relations and access of items and objects like for example, user accounts or stored documents provided by the services. Teamware Office supports both centralized and de-centralized administration, and it offers the administrators a wide range of easy to use and powerful functions for controlling and managing the Teamware Office system. • Teamware Office client software setup supports silent mode and pre-setting of all parameters enabling powerful group installations and upgrades e.g., through the LAN operating system login scripts. • At client installation, Administrators can customize the Teamware Office clients so that all users or specific groups of users see a consistent user interface. Administrators can also freeze the interface to prevent changes from being made. • Teamware Office client software can be installed on a network server allowing easy management and upgrading. • Teamware Office server can be administered from a single workstation with advanced graphical administration tools. • Teamware Office servers offer advanced security management features such as password policy management and advanced audit and usage logging features. • Among the many enterprise class features, Teamware Office servers offer scalability, supporting thousands of users through sophisticated multi-server technology. • Teamware Office server is equipped with advanced scripting tools to enable timeconsuming group operations such as e.g., creating or modifying large numbers of user accounts to be carried out quickly and easily. In addition, the server has versatile importing and exporting tools for system administration. • Administrators can easily view and modify configuration information, monitor system performance, and control user actions. • Administrators can also set the system to inform him or her that selected system events have occurred. • Administrators can easily restore one user’s mailbox or calendar from backups. • It is possible to disable service of a disabled user account, for example, to prevent reception of email messages. • The Organization Directory is located in a Teamware Office server in the LAN, and is easily customizable and easily searched. Also, one Teamware Office system can host multiple organizations transparently. • The Directory is based on X.500 technology and it is able to exchange information with third party vendor directories and user clients through the LDAP interface. In © Teamware Group Oy 51 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW addition, the LDAP support enables versatile recipient searches from an external LDAP directory for users. • Teamware Office offers high security and confidentiality to the users including server based virus checks, true server-client architecture, compressed and encrypted file formats, unrecoverable password, detailed auditing and billing features and much more. • Teamware Office offers administrators many useful tools for managing the system. Administrators have tools to set users’ calendar permissions, list and remove users’ autoforward and auto-reply settings, and list disabled user accounts, just to mention a few. System Administration Using Admin The Admin is a powerful Windows-based graphical application that allows the System Administrator to conveniently maintain Teamware Office from any workstation on the LAN. The Admin provides administrators with easy to use and powerful functions for controlling and managing the Teamware Office system. Admin allows you to view and modify configuration information, monitor system performance, and control user actions. For example, the administrator can control password policy, how users login to the system and how they use system resources. Password tools allows settings such as forcing users to change their password at the very first login, forcing users to change their password next time they log in, and selecting accounts whose password never expires. Managing the use of system resources You can manage the use of system resources by users by defining maximum sizes for services and their components, or defining certain restrictions for user actions. You can define the maximum amount of disk space of any service in a server, mailbox, calendar, forum, library, and individual mail or forum message. In addition, the personal mailbox or a forum table size, for example, can be set separately. To control communication costs, you can also, for example, prevent users from sending messages outside their own site. With mail barring, it is possible to define the range of e-mail addresses that the user is allowed to send mail to. © Teamware Group Oy 52 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW The database features Teamware Office supports online backup that allows you to backup the system even when users are using the system. This ensures continuous availability of the messaging and routing system 24 hours a day and 7 days a week. Incremental backup online or offline is also possible for the Directory, Mail, Library, Forum, and Calendar databases. Backup can concern either all current database files, or just that information that has changed since the previous backup. The database format also allows and performs online compressing and recovering of the system. The database can also be split into different resource volumes transparently enabling versatile configurations with available hardware. The information in the database is compressed and indexed with an algorithm generated with decades of experience in robust and scalable messaging databases. Due to the nature of the database format, the stored information has a high security and availability profile. Billing Log Billing events are events whose occurrence produces information that can be used to charge users for consumption of chargeable benefits of using system resources. For example, a mail message sent by a user can be a billing event. You are provided with detailed information about how much, how often, or by whom the resources are used. Billing events can be organized and divided into groups. Billing events do not, however, contain sensitive information, such as exact recipient data. When you want to gather exact and sensitive information, you can record and view audit events. The following billing information is collected: • Creation, modification, and deleting of user accounts, including any changes of available services • Information on each outbound mail message (number of attachments; total size of message; number of recipients in different mailing systems - such as local and internet; priority). © Teamware Group Oy 53 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW All billing log entries contain common fields for general information, like date, time, the name and unique ID of the user that originated the operation, organizational and personal billing identifiers corresponding to the originator (e.g. cost center, account number, and personnel number). The billing can be started and stopped individually for each of the Teamware Office services. In addition to being a tool for billing the users and organizations, the billing log is an excellent tool for statistics gathering and pre-active administration. The log format is explained in more detail in the system manuals. Audit Log Audit events are relevant to security and provide detailed information about the use of system resources by users. Audit events can contain information about, for example, security violations, the creation of a user account or a mailbox or the attempt to log into Teamware Office. Audit events may also include some system events, such as starting and stopping a service. Audit events can be divided into groups. The auditing can be turned on and off for each service whenever necessary. The auditing log format is explained in more detail in the system manuals. System Event Log A Teamware system event is any significant occurrence in a server that requires the System Administrator to be informed. They are four types of events: error, warning, info, and trace. You can choose to receive alerts when selected system events occur, or to have information about system events recorded in a system event log or operating system log. System events are classified into categories by source. In addition for being a tool for monitoring the system the event log is an excellent tool for statistics gathering and pre-active administration. The log format is explained in more detail in the system manuals. User Administration The user administration has two aspects for the administrator to cover; the creation of the objects such as user accounts or forum tables and the management of the objects and related user rights. The creation of the objects is done with the respective client; user accounts are created with the Directory, forums are created with the Forum and so on. The rights to manage the objects are always assigned to the creator of the objects. In other words, the owner of the table manages the rights to a forum table and the owner of the calendar manages the rights to a calendar. Defining user roles In large sites, it is convenient to assign certain roles to users according to the types of tasks they are expected to perform. Delegating rights eases the Administrator’s job and ensures effective system management. © Teamware Group Oy 54 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW System Administrator The System Administrator is responsible for setting up the Teamware Office system and keeping it operational. In a large system, there may be the need for more than one System Administrator. Initially, there is only one built-in user account named ADMIN, who has all the rights to all services in the system. The ADMIN account is able to take the ownership of any objects that are created in the system from the manager or the user either by changing the password and identifying as the user or by taking the ownership of e.g., a forum table. An old password is not recoverable. The ADMIN can assign System Administrator rights to other users under different user names. For auditing purposes, it is recommended that the ADMIN account is used only to create the initial System Administrator account(s). This also leaves the original account as a backup for system maintenance when the System Administrator account is not available. Manager While the system is operational, it is the Manager's responsibility to control how a Teamware service is being used. He or she has the rights to create, modify, or delete objects in the service. The manager outlines the rules and conventions for the use of the service in the organization. He or she also grants rights to users to create certain objects in the application. Additional to the native Windows clients’ managerial functions most of the managerial tasks can also be performed through the WebService. User A user is a person with a user account and therefore the right to log into Teamware Office and use one or more of its services. This is the basic role of each person who uses the Teamware Office system. © Teamware Group Oy 55 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW Any user can create objects in the Teamware Office system, for example, aliases in his or her Personal Address Book, create an appointment in the Calendar or store a document in the Library. In addition, a user can have rights to create new user accounts, groups, and external entries in the Organization Directory. These rights are granted by the System Administrator or Directory Manager. Users need permission to view, use, modify, or delete objects that other users have created. Using the Directory Additionally to being a normal end user tool for maintaining personal address book and searching directory information, the Directory client provides tools to maintain the user and resource accounts, user and resource groups and user templates for the administrator. In addition, there are powerful and versatile server end tools for managing a large number of directory objects at once. Managing the Directory Teamware Office includes an electronic addressing application, called Directory, that comprises of all the users and addresses that are defined in the Teamware Office system. When you open Directory you can see either one of its two parts: the Organization Directory or your own Address Book. You can manage the users and addresses in the Organization Directory or add your own entries to your Address Book. Information is stored in a hierarchy that you can customize to conform to your organization's structure. This structure enables you to easily browse and search the directory. The Organization Directory contains user phone number, fax number, physical location, e-mail address and other user information such as, for example, a picture of the user. The Directory offers many features for managing the store where contact information is located. Efficient management of the Directory is possible when user accounts are created based on pre-defined templates. The user templates can be customized for the specific needs of the organization by defining custom fields for commonly used contact information. The Organization Directory is located in a Teamware Office server or servers in the LAN, and is easily customizable and easily searched, simplifying address management. Information can also be exchanged with other directory systems such as X.500 via the LDAP standard. The Directory can support either centralized or local user administration. Using the Organization Directory The Organization Directory contains the users, groups, external entries, and user templates that are defined in the system. The contents of the Directory are visible to all users according to their individual user rights. New users, user groups, and other entries can easily be added to the Teamware Office system by the System Administrator, the Directory Manager or a user who has been granted the right to create the entries. Before any entries are created, however, the System Administrator first defines in Directory the organization specific attributes. The Directory Manager is responsible for setting common rules for the style of user names, login names, and e-mail address names. He or she also creates the required user templates, which authorized users can use when they create new user accounts. © Teamware Group Oy 56 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW Hosting multiple organizations in the Directory The Teamware Directory can host multiple organizational directories. This is a very useful feature for ISP’s and other vendors who wish to host multiple organizations in one Teamware Office system. If the system is configured so that the System Administrator is the only user who can see and manage all the organizational directories in the system, there can be a Directory Manager in each organization able to manage only the organizational directory in question. Creating and modifying user templates User templates are used as a basis for creating user accounts (a single user entry) and are defined or modified by the Directory Manager to guarantee effective and consistent user management in the system. When an authorized user, specified by the Directory Manager or System Administrator, creates a new user account, he or she opens the template and fills in the necessary information. User templates facilitate the creation of user accounts by saving time and effort of the creator. A user template contains common contact information for users in an organization. This may include, for example, the department and company name, base addresses for different e-mail addresses, telephone numbers, the Teamware Office services that are used, and user rights. Templates can be flexibly used and modified. For example, some of the attributes defined in the template can be changed when the user account is created, depending on the user rights of the creator. If you make changes to an existing user template, the changes will not affect user accounts previously created with the template. Creating and modifying user accounts A user account consists of data that defines a single user in the Teamware Office system. Every user has a user account. User accounts can be created based on pre-defined templates. The accounts are quickly and easily created in the Organization Directory by the System Administrator, Directory Manager, or a user with sufficient rights. In order to keep the Directory secure, a creator cannot grant more rights than he or she possesses. For example, if you only have the right to create user accounts and groups, you cannot grant anyone the right to manage the Directory. It is possible to set a validity period for a user account, disable the account and services related to it. © Teamware Group Oy 57 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW In addition to the graphical account administration tools user accounts can be created, modified and deleted through scripting interfaces enabling massive operations and user account synchronization with other vendor directory systems. Creating and modifying groups Groups are created in the Organization Directory by the System Administrator, the Directory Manager, or a user with the right to create groups with the native Directory client or through the WebService. Groups in the Organization Directory may include users and even other groups that can be found in the Organization Directory. It is easy to set user rights or send mail to a large group of people by selecting just one group entry in the Organization Directory rather than many individual entries. Groups typically consist of groups of people who belong to the same organizational unit or work as a team. In addition, it is possible to further organize groups into a group hierarchy. For instance, the organizational structure of a company can be presented in the directory. © Teamware Group Oy 58 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW Creating and modifying external entries External entries make it convenient to have addresses of companies, contractors, business associates, or other useful contacts accessible to everyone in the Organization Directory. External entries are Organization Directory entries that can contain an e-mail address, telephone number, and other contact information of people or organizations outside your company. Users located at other sites in the organization are also imported to the Organization Directory as external entries. External entries are created in the Organization Directory by the System Administrator, Directory Manager or a user with the right to create external entries. If you need to create a new entry that closely resembles an existing external entry in the Organization Directory, you can easily copy the existing entry and make changes as you choose. Searching for entries in the Directory The Directory includes versatile search features that allow you to search for users, groups, external entries, and user templates from the Organizational Directory or if so setup, from an external LDAP directory. You can specify the type of entries that you are searching for (a user or group), the name or partial name of the entry with free wildcards, or search for several entries at the same time. © Teamware Group Oy 59 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW Advanced search features allow you to narrow the scope of your search. For example, you can search for users that belong to the same site as you, or limit the extent of each search operation. Existing groups in the Organization Directory can simplify your search. If you know that a user belongs to a certain group in the Organization Directory, you can search for the group and select the required entries from the group. © Teamware Group Oy 60 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW Enhancements for Teamware Office Teamware Office Archive Server: Long-term storage of messages Teamware Office Archive Server is a Java-based archiving server that runs as a web application on the standard Apache Tomcat servlet container. With the Archive Server installed and configured in a Teamware Office system all messages traveling through the system are immediately and automatically archived to this back-end server. The Archive Server database supports single-instance storage, compresses all data and indexes messages, headers, and attachments for free text searching. Messages are stored in read-only, nonhuman-readable format and they cannot be manually deleted by end users or administrators. Administrators define a retention rule which determines the period during which messages are archived. When messages reach the end of their retention automatic pruning procedures delete the oldest messages. Users access their archived messages directly from the Mail client by using free text searching. The search looks for messages automatically both from the online mailbox and the archive. Archived messages are indicated with special icons in the search results making it easy to see which messages are online and which are archived. Users can reply to or forward found archived messages directly from the archive. There is no need to perform extra steps first to restore the messages to the online mailbox. Users’ actions on online message are not reflected to the archived copies of the messages. The archive is not aware of the user moving a message to a folder or annotations users add to messages. When the user deletes an online message, the archived copy of the message is still retained in the archive. © Teamware Group Oy 61 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW Teamware Office Search Server: Free text search for Mail and Library Teamware Office Search Server is a Lucene-based, Java component that takes care of indexing of Teamware Office Mail and Library contents and performing free-text searches to find message or document and their attachments. If Teamware Office Search Server is not installed and configured the basic search functionality without free text searching of content is still available. Free text search supports several search types: • term. Example: meeting • phrase. Example: “project plan” • wildcard. Example: ma*er • prefix. Example: week* • fuzzy (‘sounds like’). Example: dubble~ • MUST and MUST NOT. Example: project +meeting • bracketing. Example: project (meeting status) • Mail free text search supports Sender, Recipient, Subject, Date range, contents in message text and attachments, and attachment file name searches. Library free text searches can be done based on Owner, Author, Document title, Date range, contents in document description and attachments, attachment file names, keywords, and custom fields. Both Mail and Library allow the user to define search scope. Contents of a wide variety of text-based file formats can be indexed for searching. By default supported file types are: txt, rtf, doc, xls, ppt, pdf, odt, ods, odp, html, and xml. For example, zip files can be added if needed. Teamware Agents Teamware Office comes with a feature, which supports intelligent agent processes. Teamware Agents that actively perform actions on behalf of users and inform them about events of interest in their Teamware Office environment. An agent can be requested to execute a task - a user definable sequence of actions - at a given time or at regular intervals, or as a response to a particular event. To minimize security risks, an agent executing a task applies the access rights of a user who started it. A task could be anything from a simple notification task to more complicated information retrieval and processing tasks. In the following are listed some examples of tasks that can be carried out by Teamware Agents: • “Send e-mail to the members of the group ‘Project Managers’ every Monday at 14:00.” • “Send a GSM short message to my cellular phone each time I receive high importance e-mail from anyone.” • “At the 1st day of each month, delete those e-mail messages residing in my mail inbox which are older than 6 months.” © Teamware Group Oy 62 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW Agents are defined and managed by using the Teamware Agent client. The Agent client functionality includes defining and activating new agents, monitoring and managing current active agents and modifying the agent definition. The client also shows the history information log of an agent. As Teamware Agents are run on a Teamware Office server rather than on your personal computer, they carry out your requests despite network disturbances and while you are not connected. Agent service is a component on the Teamware Office server platform that controls the agents defined by users. It maintains a database containing information about each agent and launches the agents according to their schedules. It also notifies agent owners if there are problems in running the agents. Additional security for Teamware Office Teamware services - and the information handled through those services - are protected from unauthorized access by authentication, authorization, and access control. These security mechanisms verify both the identity of users and whether they are allowed to perform the operations they request. Accountability and auditing make users responsible for those critical operations, which they have performed. SSL can be used with WebService and SMTP, POP3 and IMAP4. Certificates by 3rd party authorities like VeriSign can be used with Secure WebService. Administrators can limit files that can be sent as attachments in email messages thus preventing, for example, sending of exe or bat files that could contain malicious software. It is possible to specify not only to specify restrictions based on file type ending but also file name. © Teamware Group Oy 63 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW Scanning for viruses and other malicious files Teamware Office supports also server based virus detection and cleaning. This can be set and automated by the system administrator. The scanning requires a virus detection engine and regular virus fingerprint updates form Symantec or F-Secure, two best-known worldwide antivirus companies. Support for Symantec virus detection engine is available on all platforms (Windows, Solaris, Linux) and offers both real-time and database scanning. Support for FSecure virus detection engine is available on Linux and supports database scanning. F-Secure virus detection engine can be used with Teamware Office for Linux. Spam protection Teamware MIME Connector includes features that offer basic spam protection capability. Teamware MIME Connector enables connection and message filter groups, which can restrict the amount of unwanted email being delivered to your users. The connection filters include IP and SMTP filters. The message filters check messages headers for patterns. It is also possible to use external spam protection software together with Teamware Office. Messages marked by spam protection systems can be automatically directed to a specified folder instead of inbox. Administrators can define the string that starts the message subject, e.g. {Spam?} and the folder name to which these messages are directed (e.g. Junk mail). In this way, junk mail does not clutter the inbox and the user can check the messages to make sure they were in fact junk mail and delete them. © Teamware Group Oy 64 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW Teamware Office as an integration platform Teamware Office is based on open industry standards and the idea of giving customers the opportunity to build a software system that can meet their special needs — matching their existing computer environment and growing with their future requirements. In addition to the internal integration between Teamware Office applications, Teamware Office has been designed to promote easy enhancement with various tools for integration, and to allow customers to tailor their IT environment according to their business processes. Web support enables powerful integration The Teamware WebService is based on standard text format HTML templates that can be altered and changed by the system administrator. This enables the changing of colors, logos and even the whole user interface and usability to fit the look and feel of other vendor applications in the corporate intranet. Teamware Integration Kit – Tool and application integration Integration between the different Teamware Office groupware applications allows the user, for example, to send Teamware Library documents through Teamware Mail; likewise, any mail item can be directly filed in Library so that the user need not to log out of his or her mailbox to store it. Direct functional cooperation, between groupware services and standard third party applications, allows the user to easily move data between groupware services and productivity tools. Productivity tools and integrated services Teamware Office groupware applications operate in the Windows environment, which offers the possibility for tailored integration between the groupware services and standard third party applications. Teamware Office fully supports all third party products working in Windows environments; this enables users to utilize their preferred word processor, business graphic, spreadsheet package, or other type of standard PC productivity tools. The Teamware Office Integration Kit is provided to help integrate Teamware Office groupware applications with other tools. It contains macros, add-ins, and instructions for writing tool macros. The Integration Kit adds Teamware commands to the menus of the applications, allowing users to select and run Teamware functions, such as mailing a document, or saving a document in Library, directly from the applications. The Integration Kit macros are digitally signed and can thus be used also when macro security level is set on high. Teamware Office Integration Kit includes support for Microsoft Office 2000, XP, 2003, 2007 and 2010 applications, and Microsoft Windows Explorer. Integration Kit also contains an Outlook Calendar plug-in for importing and exporting calendar appointments between Teamware Office Calendar and Outlook Calendar. The difference between pure messaging interfaces and Integration Kit functions is that the messaging interfaces are designed for mail activities only, whereas the Integration Kit enables © Teamware Group Oy 65 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW Teamware Mail, Calendar, Library, Forum, Notifier and Agents to be integrated with various tools. Customers can also enhance the Integration Kit functions with self-made macros. Teamware Mail can install itself as the default mail client. With SimpleMAPI and mailto: support, it is possible to call Teamware Mail from “send mail” commands of other applications that also support SimpleMAPI, for example, MS Office applications, OpenOffice applications, Adobe Acrobat, Filzip and browsers such as Firefox and MS Internet Explorer. Teamware Mail can also be used to route documents produced and edited in MS Word and Excel. Application development with Teamware Link Teamware Link provides an easy-to-use, high-level application programming interface to Teamware Office services. It enables application programmers to embed groupware functionality into their tailored business applications. It also allows the customization of the Teamware Office environment by creating utility and add-on applications accessing the Teamware information. Teamware Link supports all information sharing, document management and teamwork automation features of the Teamware environment. Teamware Link allows users to build applications of their own, such as a diary system using the library server, or an address book that finds its data from the directory services. It can be used either for customizing the Teamware Office system according to specific customer needs, such as a customized EDI application that uses the mail services, or for integrating other services within the system, such as an alarm function for computerized stock accounting in an international enterprise. Teamware Link supports Directory, Mail, Library, Calendar, and Forum services. It is implemented as a Windows Dynamic Link Library, DLL, and may be utilized from any tool capable of calling DLL functions. The product includes ready-made function definitions for C/C++, Visual Basic, and Delphi development tools. For example, as part of a business application system, commonly combined with a relational database environment, the Teamware Link enables: • Distributing database reports generated from operational systems via Teamware Mail. • Publishing information for groups of people in a Teamware Forum bulletin board. • Replicating information between two remote databases by using mail facilities for program-to-program communication. • Combining non-structured, document based information stored in Teamware Library with the business application database. • Alerting users via Teamware Mail when a certain limit in database is exceeded. • Implementing resource management applications utilizing Teamware Calendar services. • Generating resource allocation reports from Teamware Calendar. Several useful utility applications are also included in the Teamware Link product in source code format. These applications can be used as such or as a starting point, a template, for further development. © Teamware Group Oy 66 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW XML based application development Teamware Office Advanced WebService (XML Service) is an XML Application Programming Interface. XML formed requests can thus be used to access Teamware Office data. Doing this enables development of applications without depending on a certain language and integration with existing business applications using XML. By using this XML Access Function, you can fetch out functions or resources provided by Teamware Office as a XML formed data and also send mails to Teamware Office and create an appointment in the Personal / Resource Calendar. Teamware Office XML Toolkit is a toolkit that helps developers in getting started with using the Teamware Office XML Service. The Toolkit contains development documentation, sample source code and application. JSR168 portlets Teamware Office product suite includes a number of ready-made, JSR168 compliant portlets for integration with portal systems. The default portlets include, for example, a list of mail message, a list of calendar appointments, a list of new incoming items and a menu portlet. These portlets can be integrated with JSR168 compliant portal systems. Most portal systems implement also proprietary fields, therefore, the integration typically requires some adjustment and portlet integrations are thus offered as a project product. Teamware Plug-in Interface Teamware Office Mail includes by default three configurable commands that can be used to perform specified operations, typically calls to external applications to process selected messages. Each of the commands can be configured by naming them and indicating which receiving application is called. After configuration a menu command appears automatically. If the user so wishes she can add a toolbar button for the command. The Teamware Plug-in Interface can be used, for example, to transfer selected email messages to an external case management, document management or archiving system. Message Submission Agent Teamware Office includes a RFC2476 Message Submission Agent (MSA), which can introduce messages into the Teamware Office system on behalf of a user, which allows that mail to be delivered using the Teamware Office delivery mechanisms. This then allows message statuses, such as delivery reports, receipt notifications and replies, to be handled in the normal Teamware Office way. Copies of sent items are visible in the Teamware Mail outbox. Message Submission Agent offers a user-friendly solution to sending messages from mobile phones via Teamware Mobile. Message Submission Agent also acts as a general submission agent for any POP or IMAP client that users SMTP to submit mail. With the MSA, this effectively means that IMAP clients will have to authenticate and send their mail via a “Submission Server” (also using SMTP) rather than the SMTP server. The mail is then delivered in the same way as though the mail were submitted using the Teamware © Teamware Group Oy 67 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW Office Mail client and the mail is automatically stored in the user’s mailbox. This has several benefits: • It supports authentication and IP address limitation. • It provides a more efficient delivery mechanism. • It automatically puts the message in the user’s outbox, thereby supporting the normal delivery, read, and replied statuses. • It removes the need for the IMAP client to send the message twice, once to send it and the second time to store it using the IMAP server folder. • Teamware Office Event Server Teamware Office Event Server is a Java-based message broker that accepts events created by Teamware Office services and publishes them to subscribed listeners. The Event Server creates ‘topic’ messages that corresponds the events generated by Teamware Office services. Other software systems can subscribe to listen to these topic messages. Once they receive a topic message they can perform desired actions on the topic message data. For example, a system that needs users’ appointment data can subscribe to calendar events and receive related topic messages to update its own database with users’ activities. Integration with external LDAP directories Integration between Teamware Office and an external directory (such as Microsoft Active Directory or SUN Identity Manager) offers synchronization of basic user information (name, phone numbers, addresses, etc.) between the contents of other directory and Teamware Office Directory. Organizational unit (OU) and group information can also be mapped and synchronized. However, since the OU hierarchies differ in Active Directory and Teamware Office a mapping must be specified for the synchronization to succeed. In addition, Teamware Office can be configured to use an external LDAP-based directory for user authentication. The synchronization uses existing proven Teamware Office modules tximport and todirmov. These modules are configured to replicate data using the LDAP protocol. The newest versions of these TWO components can deal with binary attributes stored in Active Directory enabling the use of Active Directory global unique ID as the identifier in the synchronization. This facilitates synchronization and helps in guaranteeing the integrity of the data. Replication of the information can be either performed manually on demand or be set to happen as an ongoing automatic synchronization according to a specified schedule (e.g. every night). A once-off service is needed from Teamware to specify the required mappings and configuration that enable the synchronization. Mapping of attributes and configuration are defined customer-specifically based on information that needs to be synchronized and the contents of the customer’s Active Directory. Connectors for Teamware Office Teamware Connector for Anti-virus Engine Teamware Connector for Anti-virus Engine enables server based virus scanning at messages through the WebService, at the SMTP/MIME messaging interfaces and files stored in Teamware Office databases. The Anti-virus Engine can be set to auto clean, replace and warn © Teamware Group Oy 68 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW in case a virus or a malicious file is detected. The Anti-virus Engine requires Symantec or FSecure virus scanning engine. Support for Symantec virus detection engine is available on all platforms (Windows, Solaris, Linux) and offers both real-time and database scanning. Support for F-Secure virus detection engine is available on Linux and supports database scanning. Teamware Connector for MIME Teamware Connector for MIME makes it possible to exchange e-mail between Teamware Mail and an SMTP (Simple Mail Transfer Protocol) mailing system. The MIME (Multipurpose Internet Mail Extensions) connector makes the translation needed to exchange the e-mail, but needs to connect to the “sendmail” service on a host to actually deliver, receive and route the e-mail. The connector supports delivery and read notifications, and also automatically converts incoming UUDECODED mail. See section Spam protection under Additional security for Teamware Office, for the spam filtering features available in the Connector for MIME. Teamware Connection for SharePoint Teamware Connection for SharePoint can be used to integrade Teamware Office to Microsoft SharePoint Server. This integration makes it possible to create powerful user or group specific intranet desktops that offer the users just the right tools and information they need for their tasks. Teamware Connection for SharePoint offers single-sign on (SSO) between Teamware Office and SharePoint, comprehensive entreprise search that covers also Teamware Office Library and Forum content, a Teamware page and a number of Web Parts for accessing Teamware Office functionality and content via Teamware WebService. Teamware Connector for Pl@za Teamware Connector for Pl@za enables inter-operability between Teamware Office and Pl@za. Pl@za-Office integration allows Pl@za to act as a portal for both Pl@za and Teamware Office services. The integration makes it possible to create cohesive intra/extra/Internet solutions that combine the benefits of Pl@za and Office. Teamware Connector for Mail Archive Teamware Connector for Mail Archive is an alternative way to archive mail messages in addition to Teamware Office Archive Server. The Connector requires a 3rd party archive server to store the messages. In this case, the archived messages have to be accepts via the archive server products’ user interface. There is no direct access to a 3rd party archive server from the Mail client like there is for Teamware Office Archive Server. Teamware Connector for Mail Archive allows mail traffic in a Teamware Office installation to be captured so that it can be copied to a back end archiving system for long-term retention. The Connector takes care of archiving incoming, outgoing, and locally sent messages. An archive policy defines messages to be excluded or included in archiving. The Connector is made up of two components, the queue handler and the transfer queue. The queue handler takes mail items from the mail queue, formats them into suitable messages for the back end archiving system and places them in a transfer queue for subsequent transmission by SMTP to © Teamware Group Oy 69 TEAMWARE OFFICE 8.0 PRODUCT OVERVIEW the back end system. The archive queue handler processes items from the archive queue based on the archiving policy. These components can scale to handle the load from any number of mail servers in a busy site. A separate service is available for archiving existing email. Integration with Teamware Mobile™ Integration with Teamware Mobile extends mobile support to a new level. Teamware Mobile provides a secure over-the-air connection to intranet systems such as groupware mail and calendar. Teamware Mobile integration with Teamware Office provides Mail, Calendar and Personal Address Book synchronization with Symbian-based Series 60, Series 80 and UIQ phones or Windows Mobile 2003 –based PDA devices. Users can have sets of mail rules for automatic selection of messages made available on the mobile device. For more information on Teamware Mobile, see Teamware Mobile Product Overview and Fact sheet. © Teamware Group Oy 70