Difference between revisions of "Zimbra Basics"

Revision as of 12:27, 17 January 2013

Overview/Logging In

The Zimbra user interface is a browser-based utility that allows you to manage not only your email but the many collaborative tools available for your use.

To login to the Zimbra user interface, go to http://zimbra.xmission.com and login with your email address and password.

The application tabs near the top of your screen indicate what areas of Zimbra you will be working with. Please note that only customers who have purchased Premium Hosted Email will see and be able to utilize all the application tabs. If you find that one of these application tabs is missing and would like to have it available, consider upgrading to a higher level of service! For more information, please contact our sales team.

The different application tabs have different features and tools available. They are as follows:

• Mail: Compose, delete, and manage your email.
• Address Book: Create, remove, share, and manage contacts for your email.
• Calendar: Create, remove, share, and manage deadlines, appointments, meetings, etc...(Only available in Standard and Premium packages)
• Tasks: Create, remove, share, and manage tasks, including task or project priorities and progress. (Only available in Standard and Premium packages)
• Briefcase: Create, remove, share, and manage items saved to your briefcase. (Only available in Standard and Premium packages)
• Preferences: Manage your user preferences.

Change Password

Changing your password through the Zimbra webmail interface is easy.

• Click the Preferences tab.
• Ensure General is selected in the left-hand column.
• Click the Change Password button.
• Complete the fields in the pop-up window and click Change password to complete.

Quota

Near the upper-right corner of your window and to the right of the Search field, you will see your "Display Name" and a bar beneath. This bar will fill up and change color as your storage increases.

For more detailed information on your quota, simply hover your mouse cursor over your name and a window will pop up with detailed information regarding your account quota.

Dragging and Dropping

A powerful feature of the Zimbra user interface is the ability to "drag and drop" items. Not only can tags, contacts, and emails be dragged and dropped for easy organization, but you will find many features of Zimbra can be moved around via "dragging" and "dropping." For example, you can drag-and-drop emails into different folders, drag tags onto emails or contacts for easy filtering, or even drag and drop folders into other folders.

To drag an item, hold down the left mouse button on the item you wish to move. Then, move the mouse while continuing to hold down the left mouse button. When you wish to drop the item, release the left-mouse button.

Another powerful feature of the Zimbra user interface worth mentioning is multiple selections. You can often select multiples of items you wish to move or be tagged by simply playing a checkmark beside each item you want in your selection. Alternatively, you can even select multiple items by holding down your shift key, using your arrow keys to select anything in the list, and releasing the shift key to complete your selection. These selections can then be moved in giant "clumps," saving you time and energy and helping you to quickly organize items in exactly the way you want them.

Mail

Viewing

Zimbra offers multiple viewing options. To access these, cllick the View pull-down menu near the upper-right corner of your window.

You can choose to view By Conversation or By Message. Most prefer the conversation view as it groups email conversations together.

Zimbra also provides options on how email appears in the web browser. Choose from Reading Pane At The Bottom, Reading Pane On The Right, or Reading Pane Off. We suggest you try all 3 to see which option best meets your needs.

TIP: Reading Pane On The Right gives the look and feel of the Outlook mail client.

Viewing External Eamil

Zimbra allows you to check all your email account through the web interface. Check them separately or create a "universal inbox" for all accounts.

To set up your external account you need the following details:

• Account type IMAP or POP - This is the type of email the service provider uses, IMAP is best.

• "Username' Typically the username is the part before the "@" or it can be the full email address. (example, "sales" or "sales@xmission.com")

• Email server This is the server name for your external account. (example, mroute01.xmission.com)

• Advanced settings Your provider should let you know if they do not use standard IMAP (143) or POP (110) port. Please enable "Use an encrypted connection ( SSL) when accessing this server" to secure your email transactions with the external server. The port numbers will change.

Receiving external messages to your account

When you retrieve your external email messages, the messages and attachments are saved to the folder you specified when you configured your account information.

Messages from your external accounts have to be checked manually. Messages are not automatically received in the Zimbra web client.

If you configured the Inbox to be the folder to save the external account's messages, click Get Mail on the toolbar. Your Inbox folder is updated with all new messages including messages from your external accounts. NOTE: Only POP email accounts can be set for viewing in your Inbox folder.

If you configured another folder for your external accounts, select that folder and click the Get Mail button from the toolbar. Messages are delivered to your folder. Click Refresh to see the latest messages.

NOTE: If accessing a standard (ie non-Zimbra) xmisison.com mail account, use mroute01.xmission.com as the email server, rather than mail.xmission.com.

Tagging

Tagging allows you to quickly filter your mail, contacts, tasks, and documents according to your own parameters.

You can create up to seven different colored tags to help you organize your email, contacts, tasks, and documents. To create a new tag, simply click on the gear icon near the upper-right corner of Tags heading and then click New Tag.

Alternatively, you can right-click in the Tags section in the left-hand column and select New Tag and then complete the following:

• Tag Name: This is a description of the tag.
• Color: Using the pull-down menu, select the color you want associated with this tag.

To finish, click Ok.

You will now see the named tag you created beneath the Tags section in the left-hand column. To tag an email, simply drag the tag from the Tags section and drop it on the email you would like to tag.

You can even tag multiple messages at once. Just drag your selection of messages to the tag in the left-hand column, and the messages will be tagged accordingly.

Alternatively, you can tag an email by selecting the tag icon from the mail application toolbar.

Tagging is an extremely versatile tool for filtering your email. Once you have tagged a message or messages, you can filter to see only those tagged messages by clicking on the corresponding tag(s) under the Tags heading. This will show all messages you have tagged throughout all folders. You can even assign multiple tags to the same item!

For example, you may wish to create a tag for "Friends" and a contact for "Co-workers." Alternatively, you may wish to create a tag for "High Priority" and "Low Priority." Ultimately, the possibilities of tagging are limitless and can be created to suit virtually any need.

Searching

You can quickly search for an email or emails by typing in any text in the search field and clicking the Search icon . Be sure the pull-down menu beside the text field is set to Mail.

Simple searches can be done by just entering a word into the search field.

More advanced searches can be done by specifying a search operator. A search operator is a special keyword followed by a colon, followed by some other parameter specific to that operator. For example:

• in:inbox: The operator is "in" and the parameter is "inbox" - this returns messages which are in the folder named "inbox"
• from:someone: The operator is "from" and the parameter is "someone" - this returns messages which have the word "someone" in their email address

Let's say you wanted to find a particular image your grandmother sent you, but you can't find the email in your inbox. To run a search that would essentially "find all messages from your grandmother that are in your inbox and have an attachment" you would run a search like this: "in:inbox from:grandma@internet.com has:attachment"

You can prefix any keyword with the word "not" to specify items that do not have that criterion -- for example not in:inbox. Search is case insensitive, meaning that "in:inbox" is the same as "in:Inbox".

The following is a list of common search operators:

• content: Specifies text that the message must contain. For example, content:bananas finds all items containing the word "bananas".
• from: Specifies a sender name or email address that is in the From header. This can be text, as in "John Smith III", an email address such as "joe@acme.com", or a domain such as "@zimbra.com".
• to: Same as from: except that it specifies one of the people to whom the email was addressed in the To: header.
• cc: Same as from: except that it specifies a recipient in the Cc: header of the message.
• subject: Specifies text that must appear in the subject header of the message. An example might be subject:"new vacation policy". Use quotes to search for exact match.
• in: Specifies a folder. For example, in:sent would show all items in your 'Sent' folder.
• has: Specifies an attribute that the message must have. The types of object you can specify are "attachment", "phone", or "url". For example, has:attachment would find all messages which contain one or more attachments of any type.
• filename: Specifies an attachment file name. For example, filename:query.txt would find messages with a file attachment named "query.txt".
• type: Specifies a search within attachments of a specified type. The types of attachment you can specify are "text", "word", "excel", and "pdf". For example, type:word "hello" finds messages with attachments that are Microsoft Word documents and searches within those attachments for the word "hello".
• attachment: Specifies any item with a certain type of attachment. For example, attachment:word would find all messages with Word attachments.
• is: Searches for messages with a certain status - for example, is: unread will find all unread messages. Allowable values are "unread", "read", "flagged", "unflagged", "sent", "draft", "received", "replied", "unreplied", "forwarded", unforwarded", "anywhere", "remote" (in a shared folder), "local", "sent", "invite", "solo" (no other messages in conversation), "tome", "fromme", "ccme", "tofromme". "fromccme", "tofromccme" (to, from cc me, including my aliases)
• date: Use this keyword to specify a date, using the format that is default for your browser's locale (for US English the format is mm/dd/yyyy). For example, date:2/1/2007 would find messages dated February 1, 2007. The greater than (>) or less than (<) symbols can be used instead of after or before. >= and <= are also allowed.
• after: Specifies mail sent after a certain date. For example, after:2/1/2007 specifies mail sent after February 1, 2007.
• before: Same as after: except specifies mail sent before the specified date.
• size: Specifies messages whose total size, including attachments, is a specified number of bytes, kilobytes, or megabytes For example, size:12 kb would find messages that are exactly 12K in size. The greater than (>) or less than (<) symbols can be used instead of bigger or smaller.
• larger: Similar to size: except specifies greater than the specified size.
• smaller: Similar to size: except specifies smaller than the specified size.
• tag: Finds messages which have been tagged with a specified tag. For example, tag:amber will find message that have a tag called "amber" applied.

The asterisk (*) can be used as a wildcard in a search to find content that contains words that have similar spellings.

Use the asterisk * as a wildcard after a prefix. For example, the search string do* returns items such as do, dog, door, etc....

Your searches can even be saved! To save a search, first run your search and then simply click Save on the search bar.

You will be prompted to give your search a name. Once you've named your search, you can look up saved searches in the advanced search mode and quickly run them. For example, let's say you often need to find emails you've exchanged with your grandmother. You would type "from:grandma@internet.com" in the search field, and click Save. You could name your search "Grandma's Emails" and quickly run that search whenever you like from the Advanced Search menu!

Folders

Creating new folders with the Zimbra user interface is easy. If you wish to create a a folder, simply click on the gear icon near the upper-right corner of the left-hand column and then click New Folder.

Alternatively, you can right click on the folder heading or any folder and choose New Folder. You will then be prompted to name your new folder. Once named, the folder will now be displayed along with your other folders in the left-hand column.

Once you have created a new folder, you may move the folder around by simply dragging and dropping it on the location you'd like it to be.

If you would like to rename, delete, or share a folder, simply right-click on that folder and choose the appropriate option from the pop-up menu.

Address Book

Adding Contacts

There are a few ways to add a new contact to your Address Book.

If you receive an email from someone you'd like to add as a contact, simply right-click on the email and choose Add to Contacts from the pop-up menu. This will automatically bring you to the contact creation screen, where you can define more information for the contact if you wish. Once you are happy with the contact info you've entered, click Save near the upper left corner of the window. You will see a box that says Contact Created.

If you'd like to create a contact from scratch, click on the Address Book tab near the top of your screen. Then click New and choose New Contact. This will also present you with the contact creation screen. Enter all the information you would like, and then choose Save near the upper left corner of the window. You will see a box that says Contact Created.

Contact Groups

Within your Address Book, you're not limited to single contacts. You can create multiple Contact Groups to help you keep organized.

For example, suppose some fellow coworkers and/or friends wanted to form a Book Club. These people are all in your Address Book, but you want to more easily find and email them. You would create a new Contact Group.

To create a new Contact Group, select the New pull-down menu along your application toolbar by clicking the down arrow beside New. From here, select "New Contact Group." You will be prompted with the following window:

Simply complete the following:

• Group Name: The name of your new contact group.
• Group Members: You can search for individuals to add in the right-hand column Search field or add members immediately from your domain by selecting one ore more of them and clicking Add. Alternatively, if you wanted to add everyone in the right-hand column, you could just click Add All.

Once you have all the members you want in your new Contact Group simply click Save along the application toolbar near the top.

Tagging

Tagging allows you to quickly filter your mail, contacts, tasks, and documents according to your own parameters. And just as easily as you can tag your email, you can tag your contacts to help you filter through them.

You can create up to seven different colored tags to help you organize your email, contacts, tasks, and documents. To create a new tag, right-click on the Tags section in the left-hand column and select New Tag and then complete the following:

• Tag Name: This is a description of the tag.
• Color: Using the pull-down menu, select the color you want associated with this tag.

To finish, click Ok.

You will now see the named tag you created beneath the Tags section in the left-hand column. To tag a contact, simply drag the tag from the Tags section and drop it on the contact you would like to tag.

You can even tag multiple contacts at once. Just drag your selection of contacts to the tag in the left-hand column, and the messages will be tagged accordingly.

Alternatively, you can tag a contact by selecting the tag icon from the contact application toolbar.

Tagging is an extremely versatile tool for filtering your email and contacts. Once you have tagged a contact or contacts, you can filter to see only those tagged by clicking on the corresponding tag(s) under the Tags heading. This will show all contacts you have tagged throughout all folders. You can even assign multiple tags to the same contact!

For example, you may wish to create a tag for "Friends" and a contact for "Co-workers." As with tagging email, the possibilities of tagging contacts are limitless and can be created to suit virtually any need.

Searching Contacts

You can quickly search for a contact or contacts by typing in any text in the search field and clicking Search. Be sure the pull-down menu beside the text field is set to Contacts.

You can also switch to advanced mode by clicking the Advanced button. To close the advanced search options, simply click Advanced again.

Additional Address Books (Create, Add Contacts, Delete, etc...)

It is even possible to create multiple address books to help you manage your contacts. To create a new address book, select the Address Book tab and then select New and choose New Address Book. You will be prompted to name your new address book and select a location to store it. Once you click Okay, you will see your new address book listed under the Address Books heading on the left-hand column.

Alternatively, to create a new address book you may right-click on the Address Books heading on the left-hand column and select New Address Book.

Preferences

Auto-Reply

To set an "auto-reply" or "vacation" message, click on the Preferences tab and then select the Mail tab. Under Receiving Messages, check the box enabled "Send auto-reply message." Then, be sure to fill in the box below with the message you would like sent when someone sends you an email.

Be sure to click Save near the upper-left corner of the window to save your changes.

Filters/SPAM Filtering

Enabling SPAM filtering with the Zimbra user interface is quick and simple. First, click on the Preferences tab and then select the Mail Filters tab. If you have any previous filter rules, you will see them here. To create a rule that helps prevent most SPAM from making it to your mailbox, click on New Filter. You will see the following screen:

Enter the following information:

• Filter Name: This is a description of the rule you are creating. For this default SPAM rule, you may just wish to call it "X-Spam Level" or "Spam Rule."
• Choose "any" from the pull-down menu so that the first text reads "If any of the following conditions are met."
• Choose "Header Named" from the pull-down menu and enter "X-Spam-Level" in the text box that follows it.
• Choose "contains" from the second pull-down menu and enter five asterisks ("*****") in the last text box.
• From here, you can choose to have your SPAM messages either sent to your Junk Folder or discarded entirely. Beneath the prompt "Perform the following actions," select either "Discard" or "File into folder" depending on your preference.
• Finally, click Ok to save your changes.