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General Set-Up

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					File Menu                                                                                                       Version 3.5

                                                 General Set-Up
The File Menu
The file menu is where most of your account and profile settings will be located, it is also where you will be able to export
and import information into or out of UVC. There are other features accessed through the file menu which will be
discussed further below.

You may access the File Menu in any of the views by clicking on File in the top left corner of the UVC window. You may
also achieve the same result by holding down the Alt + F buttons on your keyboard.

To Sign Out/Switch Identity

This allows the user to log out of UVC without actually exiting the program, this is especially useful for multiple users
sharing one computer. Users are able to switch identities quickly without having to restart the module. To Sign Out use
the following steps:

        1.      Click on the File menu and select Sign Out/Switch Identity from the
                menu.

Note: A window will pop up warning you that you have just signed out of UVC, any contacts in your messenger will no
longer see you online.

To Switch Identity (or sign back in) use the following steps:

        1.      Right click on the UVC tray icon and select Sign In from the menu.
        2.      The login window will appear, enter your User Name followed by your Password and click on the Login
                button or press enter on your keyboard.

To Edit Your Personal Information

The Personal Information window allows you to add or modify any personal information about yourself. The amount of
information that is revealed to your contacts from this window is dependent on the access right you have set up for every
individual.

Note: Some fields will already be filled in, all information disclosed when first creating your UVC account is stored in your
Personal Information page.

To modify your personal information page use the following steps:

        1.      Click on the File menu and select Edit Personal Information from the
                menu.




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        2.      Change or add information to any of the fields desired.

Note: Home, Business, Personal/Mobile and Other Detail tabs will be visible or hidden according to the checked boxes in
the display area under Name and Last Name fields.

        3.      Click on the Save and Close button to save or click on the x in the top right hand corner to cancel all
                changes made.


Import

The import feature allows you to import Address Book and Calendar Items. UVC supports the standard VCard and
VCalendar format used by most desktop and handheld devices as well as comma separated values (csv) used by Outlook
and other programs. This will allow you to easily add a list of contacts to your Address Book and appointments to your
Calendar.


To Import Address Book Items

To import an address book item use the following steps:

        1.      Click on the File menu and select Import then Address Book Items from the list.




        2.      Click on the Browse button and select the filename you wish to import and click on Open.
        3.      Select the date format you wish to use, this should be the same date format as your operating system or
                the same date format in the file you wish to import.
        4.      Click on the Start Import button.
        5.      A window will pop up indicating the number of successful imports and the number the failed if any, click
                on OK.


To Import Calendar Items

To import calendar items use the following steps:

        1.      Click on the File menu and select Import then Calendar Items from the list.


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        2.      Click on the Browse button and select the filename you wish to import and click on Open.
        3.      Select the date format you wish to use, this should be the same date format as your operating system or
                the same date format in the file you wish to import.
        4.      Click on the Start Import button.
        5.      A window will pop up indicating the number of successful imports and the number the failed if any, click
                on OK.

Export

The Export feature allows you to export Address Book and Calendar items. One of the great advantages is the transfer of
some information from UVC to other applications or handheld devices.


To Export Address Book Items

To export address book items use the following steps:

        1.      Click on the File menu and select Export then Address Book Items from the menu.




        2.      A window will pop up showing a list of all your contacts. Select all contacts you wish to export by tagging
                them with the tick box on the left.


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Note: You can use the Find field at the top of the screen to find a specific contact you are looking for. This search field
allows you to search for any information on the contact file. For instance, Address info., Phone number, etc. You can
also search for just your Business or Personal contacts by using the drop down box to the right of the Find field, or limit
your search to only the contacts that you have flagged to be seen on your main contact list.

        3.      Click on the > arrow between the 2 boxes to move your selected contact to the empty box on the right.
        4.      Now you must specify the name of the file you want to create and its location on your hard drive. To do
                this click on the Browse button, enter a filename and location and click Save.
        5.      You must also select a character set. This is for international Unicode users only. If you do not know
                which to pick simply leave the option on default.
        6.      When you are ready click on Ok. You should now have a new file created with all the contacts you have
                specified.

To Export Calendar Items

To export calendar items use the following steps:

        1.      Click on the File menu and select Export then Calendar Items from the menu.




        2.      A window will pop up requiring you to specify a date range. All appointments within that range will be
                exported.

Note: Clicking on the calendar icon will open up a mini calendar window which will allow you to click on the appropriate
date without having to type it in manually

        3.      Now you must specify the name of the file you want to create and its location on your hard drive. To do
                this click on the Browse button, enter a filename and location and click Save.
        4.      You must also select a character set. This is for international Unicode users only. If you do not know
                which to pick simply leave the option on default.
        5.      When you are ready click on Ok. You should now have a new file created that contains your
                appointments within the specified time period.

Mail Merge

The mail merge feature allows you to export specific fields for specific contacts from the Address Book in .csv format.
This allows you to be able to open this file in MS Excel, MS Word or other programs to use as a data source for a mail
merge.

For Example:

Note: For simplicity purposes we will refer to MS Excel and Word in this example but this feature is in no way limited to
these applications.

If you wanted to print up Address labels for some of your contacts so that you could affix them to envelopes to send out as
a mass mailing you could do this by going to the mail merge feature and selecting the contact you wish to send the
mailing to. Then selecting the fields you would require (name, last name, address, etc.) on the label and exporting these
fields for the contacts you have selected into a .csv file. You could then open the .csv file in Excel or Word and use it as a
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mail merge source to your document . Then using the mail merge tool in Word you could use the new Excel file with all
your information as your data source.


To Start a Mail Merge

To start a mail merge use the following steps:

        1.      Click on the File menu and select Mail Merge from the drop down menu.
        2.      Select the contacts you wish to mail merge by tagging them with the tick box on the left.
        3.      Click on the > arrow between the 2 boxes to move your selected contacts to the empty box on the right
                and click on Next.
        4.      Select the fields from the Address Book that you would like to export by ticking the boxes beside them.

Note: You must decide if you would like to put a header row in the file you are exporting. You can do this by ticking the
option Include Header Row at the top of the screen. Including a header row will put the first line of data in your file as
header names.

        5.      Now you must specify the name of the file you want to create and its location on your hard drive. To do
                this click on the Browse button, enter a filename and location and click Save.
        6.      You must also select a character set. This is for international Unicode users only. If you do not know
                which to pick simply leave the option on default.
        7.      Click on Finish. You should then get a box telling you the export has been completed.

Change Password

UVC Allows users to change their login password at any time. To change your password use the following steps:

        1.      Click on the File menu and select Change Password from the menu.
        2.      A window will pop up requiring you to enter your old password and your new password twice to prevent
                any typo errors.
        3.      When all the fields are filled click on the Ok button. Your old password will now be changed to the new
                one.

Note: Please remember passwords are case sensitive.

Account Maintenance

This allows you to delete old messages, appointments and other information that is no longer required. UVC gives you
the option of deleting selected fields prior to any date desired. This feature makes it easy and quick for you to maintain
your account storage space. The bottom of the window shows how much allowable and used up storage you have and is
represented by a bar to the right. The dark area indicates how much available space you have.


To Delete Old Data

To delete old data use the following steps:

        1.      Click on the File menu and select Account Maintenance from the menu.
        2.      A window will pop-up, you have the option of deleting all selected data or selected data prior to a
                specified date. These data fields are displayed above, select one of the two options.
        3.      If you have selected Delete selected data older than: then you must specify the date prior to which you
                wish to have the data deleted. If not then skip to next step.
        4.      Check any of the boxes you wish to partially or completely delete. Note that the number beside the check
                box tells you how much TOTAL space each category uses.
        5.      When all your selections are complete click on the Delete button.
        6.      A window will pop up warning you that this operation is irreversible, click on Yes ONLY if you are sure of
                your decision.
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Options and Preferences

The Options and Preferences window is where you may modify most of your global preferences and settings for UVC.


General

Defaults

The defaults menu allows you to change some of the global UVC defaults that are used throughout the program.

To Modify Global Defaults

To modify your defaults use the following steps:

        1.      Click on the File menu and select Options and Preferences from the menu.
        2.      Click on Defaults under the General heading.
        3.      The country, prov./state and phone template fields are defaults that will be used every time you create a
                new contact in your Address Book. For instance, if you select Canada as your country, each time you
                create a new contact it will default to Canada in the country section of the address, you are able to
                change the default on an individual basis if the need arises.

                The Alert Email and Alert Mobile Email are defaults that will be used when you set an alert for an
                appointment or task.

                Browser Command is for Linux users only and allows them to specify the command used to launch the
                default browser

                The Automatically Run UVC When I log into Windows check box does just that. If you are using windows
                you can tick this box and UVC will automatically launch each time you start Windows.
        4.      Make whatever changes are needed and click on Ok.

Categories

Categories can be used throughout the program to group together contacts, tasks, appointments and notes.

To Add a New Category

To add a new category use the following steps:

        1.      Click on the File menu and select Options and Preferences from the menu.
        2.      Click on Categories under the General heading.
        3.      Click on New Category.
        4.      Type the name of the category.
        5.      Press Enter on your keyboard.
        6.      Click on Ok.

To Delete a Category

To delete a category use the following steps:

        1.      Click on the File menu and select Options and Preferences from the menu.
        2.      Click on Categories under the General heading.
        3.      Select the category you wish to delete.
        4.      Click on Delete.
        5.      Click on Ok.

To Rename a Category
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To rename a category use the following steps:

           1.     Click on the File menu and select Options and Preferences from the menu.
           2.     Click on Categories under the General heading.
           3.     Select the category you wish to rename.
           4.     Click on Rename.
           5.     Type in the new name.
           6.     Press Enter on your keyboard.
           7.     Click on Ok.

Access Rights

The access rights area is where you can specify the level of access you would like to give to each of the users that you
have in your messenger for each module. For each module there are different levels of access available:

Read Only:

This is available for all modules and indicates that the user can see information but cannot modify anything.

Partial:

This is available for the Task, Calendar and Project modules. It indicates that the user will only have access to the folders
or sheets that you specifically give them access to when defining your folders and sheets in the related modules.

Full:

This is available for all modules. It indicates that the user can see and modify all information.

Available Time:

This is available in the Calendar module and indicates that the user can see when you have available time but cannot see
the details of your appointments.

Note: In all access levels private data can only be accessed by users that you have specifically given private access to by
ticking the allow private checkbox. For example, even though you have given Full access to someone they will still not be
able to see things that you have indicated as private unless you have ticked the allow private checkbox for them.

To Modify Access Rights

To modify access rights use the following steps:

           1.     Click on the File menu and select Options and Preferences from the menu.
           2.     Click on Access Rights under the General heading.
           3.     Select the module that you would like to modify the access rights for from the drop down list at the top of
                  the screen.
           4.     Select the user you would like to change the access rights for.
           5.     Click on the cell for that user in the Access column. You should get a drop down list with all the access
                  options available.
           6.     Select the one you want.
           7.     If you would like them to be able to access your private entries place a tick mark in the Allow Private
                  column.
           8.     Click on Ok.

To View/Modify Access Details for a User

The view details button allows you to see and modify the access you have given to one user for all modules in one
screen. To view/modify access details for a user use the following steps:

           1.     Click on the File menu and select Options and Preferences from the menu.
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        2.       Click on Access Rights under the General heading.
        3.       Select the user in the list that you would like to view/modify details for.
        4.       Click on the View Details button.
        5.       Make any necessary changes.
        6.       Click on Ok.



Be Invisible to User

You are able to be invisible to a user. This means that they will not be able to see your online status and cannot initiate
online chats with you, your status will always show to them as offline. They can however send you instant messages.

To become invisible to a user use the following steps:

         1.      Click on the File menu and select Options and Preferences from the menu.
         2.      Click on Access Rights under the General heading.
         3.      Select the user in the list that you would like to be invisible to.
         4.      Click on the Be Invisible to User button.
         5.      Click on Ok.

Be Visible to User

To become visible to a user again use the following steps:

         1.      Click on the File menu and select Options and Preferences from the menu.
         2.      Click on Access Rights under the General heading.
         3.      Select the user in the list that you would like to be visible to.
         4.      Click on the Be Visible to User button.
         5.      Click on Ok.

Message History

You are able to view all the instant messages that you have sent to or that have been received by a particular user.

To view the message history of a user use the following steps:

         1.      Click on the File menu and select Options and Preferences from the menu.
         2.      Click on Access Rights under the General heading.
         3.      Select the user in the list that you would like to view the message history for.
         4.      Click on the Message History button. A box will then pop up showing you a list of the messages for that
                 user. You are able to search for messages and delete messages from this area.
         5.      Once you are finished click on Close.

Delete

Deleting a user from this area will delete you from their buddy list in the messenger module. To delete them from your list
you need to do it directly from the Messenger module.

To delete yourself off of a user’s buddy list use the following steps:

         1.      Click on the File menu and select Options and Preferences from the menu.
         2.      Click on Access Rights under the General heading.
         3.      Select the user in the list that you would like to delete yourself off of their buddy list.
         4.      Click on the Delete button. You will get a warning asking if you are sure. If you are click on Ok. You will
                 now be deleted off of their buddy list.
         5.      Click on Ok.


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Sync

The sync module allows you to setup UVC to be able to sync with compatible handheld and mobile devices. To setup the
sync module all you need to do in UVC is enable your mobile device.

To Enable a Mobile Device

To enable a mobile device use the following steps:

          1.    Click on the File menu and select Options and Preferences from the menu.
          2.    Click on Sync under the General heading.
          3.    Place a checkmark in the Enable remote synchronisation box.
          4.    Enter a sync password that will be used when you configure your device.

Note: You can add your device in the bottom part of the screen but even if you do not add it the first time you synchronize
with your device the program will automatically add it.

          5.    The 3 fields Contact data path, Calendar data path and URL contain information that you will need to
                enter into your mobile device. You may want to write them down for later use.
          6.    Click on Ok.


To Modify a Mobile Device

Once you have added your mobile device or had it added for you by syncing, you may need to go back and modify some
of the options.

To modify a mobile device use the following steps:

          1.    Click on the File menu and select Options and Preferences from the menu.
          2.    Click on Sync under the General heading.
          3.    Select the device that you wish to modify.
          4.    The active box will automatically be ticked. If you do not wish to sync with this device any more you can
                remove the checkmark. Place a checkmark in the Unicode box if you know that your device is UTF-8
                compatible. This is for international use and is used to properly encode international characters between
                UVC and your device. In most cases this is probably not needed.
          5.    Click on Ok.

To Delete a Device

To delete a mobile device use the following steps:

          1.    Click on the File menu and select Options and Preferences from the menu.
          2.    Click on Sync under the General heading.
          3.    Select the device that you wish to delete
          4.    Click on the Delete button. You will get a warning asking you if you are sure you want to delete. If you
                are click on Yes.

Note: Please exercise caution when deleting devices because this will also remove historical mappings between
synchronized information so that if you later re-add a device it may duplicate entries. In most cases it is probably best to
inactivate the device rather than delete it.

          5.    Your device will now be deleted. Click on Ok to close the box.

Plugins

Plugins are extensions or custom enhancements to the program that you can install to enhance the application for your
needs. Plugins can be developed by external users to allow for unlimited customizability. If you wish to integrate AIM
with your UVC messenger you would need to download the AIM plugin.
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To Download a New Plugin

To download a new plugin use the following steps:

        1.       Click on the File menu and select Options and Preferences from the menu.
        2.       Click on Plugins under the General heading.
        3.       In the bottom part of the screen are all the plugins available for download. Scroll to find the one that you
                 want and click on the download link.
        4.       You should then get a message that your plugin has been downloaded and you may need to restart your
                 computer for the changes to take effect. You can either restart your computer now or later.
        5.       Once you are finished click on Ok.

Messenger

Account Setup

The account setup section of the messenger allows you to add and enable different instant messaging accounts to your
UVC messenger such as MSN or AIM.

To Add a Messenger Account

To add and account use the following steps:

        1.       Click on the File Menu and select Options and Preferences from the menu.
        2.       Click on Account Setup under the Messenger heading.
        3.       Click on Add Account.
        4.       Select the IM Network for the account you are adding (MSN, UVC, AIM)
        5.       Enter you username and password for that account. If you were adding an MSN account you would enter
                 you MSN user name and password.
        6.       Click on Ok.

To Enable/Disable a Messenger Account

Once the account is added you must enable it for you to be able to see it in your messenger section. Likewise if you no
longer wish to see it you can disable it. To enable/disable and account use the following steps:

        1.       Click on the File Menu and select Options and Preferences from the menu.
        2.       Click on Account Setup under the Messenger heading.
        3.       Place a checkmark (remove checkmark to disable) in the Enabled column beside the account you wish to
                 enable.
        4.       Click on Ok.

Public Profile

The public profile area allows you to decide what information you will provide to be public to allow people to search for you
on the UVC network. You are also able to change your handle in this area. Your handle is the name other users will see
you listed as in their messenger.

To Change Your Handle
To change your handle use the following steps:

        1.       Click on the File Menu and select Options and Preferences from the menu.
        2.       Click on Public Profile under the Messenger heading.
        3.       Type in the handle you would like to use.
        4.       Click on Ok.

To Change Your Public Profile
To change your public search options use the following steps:
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        1.      Click on the File menu and select Options and Preferences from the menu.
        2.      Click on Public Profile under the Messenger heading.
        3.      Tick the boxes for the information you would like other users to be able to find you by. If you tick name it
                means that if another user is adding a contact under their messenger and searches for someone with
                your name they will be able to find you and add you to their messenger. If you do not tick this box and
                the person does the same search they will not be able to find you and add you. The same is true for
                handle and email. Partial search means that other users can search for you by just typing the first part of
                your name, one character is enough to find a hit.

Note: If you do not tick any boxes no other user will be able to find you by searching for you. The only way someone will
be able to add you to their messenger is by knowing your exact UVC address which you will have to give them.


        4.      Click on Ok.

Chat Text

The Chat Text allows you to modify the appearance of your text in chat windows. UVC gives you the option of changing
all aspects of your text appearance, this includes foreground and background color as well as your font. The Preview box
shows you your chat text as it is currently. You also have other chat options which you can turn on or off for your chat
windows.

To Change Foreground Color

To change your foreground color use the following steps:

        1.      Click on the File menu and select Options and Preferences from the menu.
        2.      Click on Chat Text under the Messenger heading.




        3.      On the right side of the window click on the Foreground Color.

        Note: A new window will pop up with three tabs, Swatches, HSB or RGB. Swatches are pre-selected colors.
        HSB allows you to select your color by specifying the hue, saturation and brightness. RGB allows you to select
        your color by specifying the amount red, green and blue in a color. Ultimately all three tabs allow you to come to
        the same result, they are simply different ways of selecting your color.

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        Note: The preview area shows you how your color will look in contrast with different backgrounds. On the right
        sides there are two boxes one showing you your original color and the one under it shows you the new color you
        have chosen.

        4.      a) If you like any of the swatch colors then simply select it and then click on Ok.

                b) If you decide to mix your own color then click on the HSB or RGB tab.

                c) In the HSB tab you have two ways of selecting your color. First is to move the color slider to pointer to
                the desired color for the hue, saturation and brightness. The second method is to directly type in the HSB
                values. Click on the OK button when the color is set.

                d) In the RGB tab, you have three sliders, one for the color red, another for green and last one for blue.
                You may use the slider to increase or decrease the value of the color amount. You may also directly type
                in the desired number on the right side. When the color is set click on the OK button.

        Note: The HSB values run from 0 to 100 while the RGB values run from 0 to 255.

To Change Background Color

To change your background color use the same steps as Changing Foreground color explained previously.

To Change Font

To change your font use the following steps:

        1.      Click on the File menu and select Options and Preferences from the menu.
        2.      Click on Chat Text under the Messenger heading.
        3.      On the right side of the window click on Font
        4.      A new window will pop up which will allow you to change your font type and size. Click Ok when finished.

        Note: The preview area shows you the appearance of your text if selection is approved.

Chat Handle

The Chat Handle area allows you to modify the appearance of you handle name in chat windows. UVC gives you the
option of changing all aspects of your text appearance, this includes foreground and background color as well as your
font. The Preview box shows you your chat text as it is currently.

To Change Handle Foreground, Background Color or Font

To make any changes to your chat handle please make reference to Chat Text, the procedures are identical.

To Change your Other Chat Options

To change you other chat options use the following steps:

        1.      Click on the File menu and select Options and Preferences from the menu.
        2.      Click on Chat Text under the Messenger heading.
        3.      Select the options that you wish to have activated in a chat line. “Showing handle and text on the same
                line” will put your handle and text on the same line instead of your text on a line below your handle.
                “Show timestamp” will place a timestamp beside each chat message sent or received in your chat line.
                “Show Emoticons” will enable emoticons to work in your chat line, if you do not have this ticked they will
                not work.
        4.      Click on Ok.

Messenger Options


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Messenger options allow you change the Idle Status feature, your File Transfer directory, the time is takes to mark a
message read and the font sizes you want to work with in the messenger module. The buddy list font size and the
message list font size can be changes to small, medium and large by selecting what size you want form the drop down
menu. You changes will be reflected in the messenger module. The Mark Message Read after given seconds feature
was introduced to UVC in order to prevent user from thinking they read a message when quickly shuffling through list of
messages. So if that option is set to 5 seconds then the user would have to stay on a new message for 5 seconds before
its status changes from new to read. The Idle Status allows UVC to automatically change your status to away if the
computer is idle for a given amount of time. You may set this time to whatever you like or disable the feature completely
by removing the check box. The File Transfer section allows you to change the destination of any file transfer you do over
UVC.

To Change Messenger Options

To change messenger options use the following steps:

        1.      Click on the File menu and select Options and Preferences from the menu.
        2.      Click on Messenger Options under the Messenger heading.




        3.      Make all necessary changes and click on the OK button.


Message Folders/Categories

This area allows you to specify different folders that will show up in your messenger module. You are able to sort all
messages you receive into these folders.

To Add a New Folder:

To add a new folder use the following steps:

        1.      Click on the File menu and select Options and Preferences from the menu.
        2.      Click on Message Folders/Categories under the Messenger heading.

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        3.      Select the profile you wish to add the new folder to by selecting it from the drop down menu at the top of
                the screen.
         4.     Click on New Folder.
         5.     Enter the name of the new folder.
         6.     Press Enter on your keyboard.
         7.     Click on Ok.

To Delete a Folder:

To delete a folder use the following steps:

         1.     Click on the File menu and select Options and Preferences from the menu.
         2.     Click on Message Folders/Categories under the Messenger heading.
         3.     Select the profile you wish to delete the folder from by selecting it from the drop down menu at the top of
                the screen.
         4.     Select the folder you wish to delete.
         5.     Click on the Delete button.
         6.     Click on Ok.




To Rename a Folder:

To rename a folder use the following steps:

         1.     Click on the File menu and select Options and Preferences from the menu.
         2.     Click on Message Folders/Categories under the Messenger heading.
         3.     Select the profile that contains the folder you wish to rename by selecting it from the drop down menu at
                the top of the screen.
         4.     Select the folder you wish to rename.
         5.     Click on the Rename button.
         6.     Enter the new name of the folder.
         7.     Click on Ok.

To Change the Order of Folders:

To change the order of the folders as they appear in your list use the following steps:


         1.     Click on the File menu and select Options and Preferences from the menu.
         2.     Click on Message Folders/Categories under the Messenger heading.
         3.     Select the folder you wish to move.
         4.     Use the < and > arrow buttons on the right to move the folder up or down in the list.
         5.     Click on Ok.

Sounds

This window allows you to disable or enable UVC sounds.


To Enable/Disable Sounds

To enable/disable sounds use the following steps:

         1.     Click on the File menu and select Options and Preferences from the menu.
         2.     Click on Sounds under the Messenger heading.
         3.     Check or uncheck any of the boxes you wish and click on the OK button.

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Notify Windows

Notify windows are windows that temporarily pop-up to notify you that a user has come online, you have received a chat
request or you have received a new message. You may disable or enable any of these pop-up windows.

To Enable/Disable Notify Windows

To enable/disable notify widows use the following steps:

        1.       Click on the File menu and select Options and Preferences from the menu.
        2.       Click on Notify Windows under the Messenger heading.
        3.       Check or uncheck any of the boxes you wish and click on the Ok button.

Emoticon Themes

Emoticons are pictures of emotions that you can use in your chat lines and instant messages. You can either use the
default set of UVC emoticons or install and use MSN emoticons.

To download and select a new emoticon theme use the following steps:

        1.       Click on the File menu and select Options and Preferences from the menu.
        2.       Click on Emoticon Themes under the Messenger heading.




        3.       In the bottom part of the screen there is a list of themes available for download. If you would like to use
                 one of these themes click on the Download link.
        4.       You should then get a box saying that theme has been downloaded and installed.
        5.       Once this is done you need to select the theme that you want to use by selecting it in the top left box, you
                 will get a preview of it in the top right box.
        6.       Once you are finished click on Ok. You will then be using the theme that you have selected when you
                 send emoticons in instant messages or chat lines.

Media

Media Options



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The media options are advanced section that will allow you to Force an IP address, and set-up a fixed port. It is highly
recommended that you do not modify this section unless you are confident of your changes.

To Change Media Options

To change media options use the following steps:

        1.        Click on the File menu and select Options and Preferences from the menu.
        2.        Click on Media Options under the Media heading.
        3.        Make the necessary changes and click on the Ok button.

Contact

The contact setup area allows you to change contact settings as well as define custom fields that you can add to your
Address Book.

Contact Options

The contact options area allows you to change the font size that you would like your contacts displayed in.

To Change Contact Font Size

To change contact font size please use the following steps:

        1.        Click on the File menu and select Options and Preferences from the menu.
        2.        Click on Contact Options under the Contact heading.
        3.        Select the font size you would like.
        4.        Click on Ok.

Custom Fields

The custom fields area allows you to setup custom text fields for your Address Book. Once you set them up you will be
able to see the fields on the custom tab in your Address Book and enter information. For instance, if you wanted to track
the favourite colour of all you Address Book contacts you would setup a custom field in this area called “Favourite Color”.
Then when you went to add or edit a contact you could go to the tab marked custom and you would see a field called
“Favourite Color”. You would then enter into this field the favourite color of your contact and it would be saved in the
database. To be able to add custom fields you must first add a custom tab, you can then start adding fields to it. You are
able to have as many custom tabs and fields as you wish.

To Add a Custom Tab

To add a custom tab please use the following steps:

        1.        Click on the File menu and select Options and Preferences from the menu.
        2.        Click on Custom Fields under the Contact heading.




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        3.      Click on New Tab.
        4.      Enter the name of the tab you would like. This name will appear in your Address Book as a tab along the
                top of the screen.
        5.      Press Enter on your keyboard.
        6.      If you are finished click on Ok to close the window.

To Add a Custom Field

To add a custom field please use the following steps:


        1.      Click on the File menu and select Options and Preferences from the menu.
        2.      Click on Custom Fields under the Contact heading.
        3.      Select the tab that you wish to add the custom field to.
        4.      Click on New Field.
        5.      Enter a description of the field you are adding, if this were our example we would add the description of
                “Favourite Color”.
        6.      Select the field width you would like by dragging the arrow farther to the right or left. If you know that the
                field you are adding will contain information that is fairly long you will want to drag it more to the right. If
                you know you will only be adding short words in your field you will want to drag it more to the left.
        7.      The program will generate a field id. You can leave the number that is generated in the field.
        8.      Click on Ok. Your field has now been added. If you would like to add more fields repeat steps 3-8.
                Otherwise click on Ok to close the window.

To Delete a Custom Tab or Field

To delete a custom tab or field please use the following steps:

        1.      Click on the File menu and select Options and Preferences from the menu.
        2.      Click on Custom Fields under the Contact heading.
        3.      Select the tab or field that you wish to delete.
        4.      Click on Delete. Your tab or field has know been deleted.
        5.      Click on Ok to close the window.

To Edit a Custom Field

To edit a custom field please use the following steps:
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        1.      Click on the File menu and select Options and Preferences from the menu.
        2.      Click on Custom Fields under the Contact heading.
        3.      Select the field that you wish to edit.
        4.      Click on Edit.
        5.      Make the necessary changes.
        6.      Click on Ok.
        7.      Click on Ok to close the window.

To Change the Order of Custom Fields

To change the order of custom fields as they appear on your screen use the following steps:


        1.      Click on the File menu and select Options and Preferences from the menu.
        2.      Click on Custom Fields under the Contact heading.
        3.      Select the field you wish to move.
        4.      Use the < and > arrow buttons on the right to move the field up or down in the list.
        5.      Click on Ok.

Task

Task Options

The task options area allows you to add task folders to the task module of the application. Once you have folders you are
able to group your tasks together under these folders and display tasks by folder if you wish. It also allows you to specify
individual user permissions per folder.

To Select a Font Size

You are able to select the Font size that you would like to work with in the task module. You can choose between Small,
Medium and Large font sizes.

To select a font size use the following steps:

        1.      Click on the File menu and select Options and Preferences from the menu.
        2.      Click on Task Options under the Task heading.
        3.      Select the font size you would like from the drop down menu in the top part of the screen.
        4.      Click on Ok.

To Add a Task Folder

To add a task folder use the following steps:

        1.      Click on the File menu and select Options and Preferences from the menu.
        2.      Click on Task Options under the Task heading.




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           3.   Click on the New Folder button.
           4.   Type in the name of your folder and tick off if you would like your folder to be private or have custom
                permissions.

Private:

If you tick this box it means that only users that you have given Private access to will be able to access and view the tasks
in the folder.

Custom Permissions:

Custom Permissions allows you to give access of this folder to users who would not normally have access to your tasks or
they normally have access to your tasks and you do not want to give them access to this specific folder. If you tick this
box you are able to specify the custom permissions in the show permissions area. Please see Show Permissions.

           5.   Press the Enter key on your keyboard.
           6.   Click on Ok.

To Delete a Task Folder

To delete a task folder please use the following steps:

           1.   Click on the File menu and select Options and Preferences from the menu.
           2.   Click on Task Options under the Task heading.
           3.   Select the folder you wish to delete.
           4.   Click on Delete.
           5.   You will get a warning asking if you really want to delete this folder.

Note: Please note that if you have tasks assigned to a folder and you delete the folder you will delete all tasks assigned
to the folder as well. Please use caution when deleting.


           6.   Click on Yes if you are sure you want to delete the folder.
           7.   Your folder will now be deleted. Click on Ok to close the window.

To Rename a Folder

To rename a folder please use the following steps:

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        1.      Click on the File menu and select Options and Preferences from the menu.
        2.      Click on Task Options under the Task heading.
        3.      Select the folder you wish to rename.
        4.      Click on Rename
        5.      Enter the new name of the folder.
        6.      Press Enter on your keyboard.
        7.      Click on Ok.

Show Permissions

The show permissions area allows you to view or modify the permissions you have set for the selected folder if it is
marked with the custom permissions option.

To show permissions use the following steps:

        1.      Click on the File menu and select Options and Preferences from the menu.
        2.      On the new window that appears, click on Task Options under the Task heading.
        3.      Click on the Show Permissions button. A new area at the bottom of the screen will now appear.

To Give a User Permission

To give a user permission to access a task folder use the following steps.


        1.      Click on the File menu and select Options and Preferences from the menu.
        2.      Click on Task Options under the Task heading.
        3.      Select the folder that you would like to give permissions to and make sure that it is tagged with the
                custom permissions flag.
        4.      Click on the Show Permissions button. A new area at the bottom of the screen will now appear.
        5.      Click on the Add User(s) button. A list of available users will now appear.

Note: If you do not see the user you desire in the Add User(s) box you need to go to Access Rights under the General tab
in Options and Preferences and make sure that you give the user at least partial access for the project module. Please
see To Modify Access Rights.

        6.      Tick the users that you would like to give access to for the specified task folder.
        7.      Click on Ok.
        8.      You should now see the user in the bottom part of the screen. You are now able to specify whether you
                would like this user to have read only access or private access to the folder by ticking the appropriate
                boxes.

Note: By ticking private you are indicating that the user will be able to see any tasks that you have marked as private for
that folder.

        9.      Click on Ok.

To Delete a User’s Permissions

To delete a user’s permissions use the following steps:

        1.      Click on the File menu and select Options and Preferences from the menu.
        2.      Click on Task Options under the Task heading.
        3.      Select the folder that you would like to delete permissions from.
        4.      Click on the Show Permissions button. A new area at the bottom of the screen will now appear.
        5.      Select the user you wish to delete.
        6.      Click on the Delete button.
        7.      Click on Ok.



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Calendar

Calendar Options

The calendar options allow you to change the AM/PM format and the beginning and the end of each active day on the
calendar as well as how big you would like your appointment blocks to be, what day of the week you would like your work
week to start on and which days you would like to see displayed on your calendar. This improves display if properly set.
If for example most of your calendar entries are early in the day then you can set the beginning of each day early and
ending early. If most of your entries are late then you can do the reverse. Doing this will ensure that most of your entries
are visible on the screen without the need to scroll up or down the day.

To Change Calendar Options

To change calendar options use the following steps:

        1.      Click on the File menu and select Options and Preferences from the menu.
        2.      Click on Calendar Options under the Calendar heading.




        3.      Make the necessary changes and click on the Ok Button.


To Change Your Calendar Work Week Display

You are able to select which days of the week you would like to show in the Calendar module of the program. If you do
not select to see certain days you can still get access to them in the module by clicking on a button called Show Hidden
Days. This will show you at a glance all the days of the week, when you click the button again it will only show you the
days you have selected in the setup.

To change your calendar work week display use the following steps:

        1.      Click on the File menu and select Options and Preferences from the menu.
        2.      Click on Calendar Options under the Calendar heading.
        3.      In the Work Week box in the lower part of the screen place a checkmark beside all the days that you
                would like to work with in your calendar module by default. Keep in mind that even if you do not check
                certain days you can still get access to them periodically by clicking on the Show Hidden Days button in
                the calendar module.
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        4.      Click on Ok.

Time Zones

The time zone setup is an area that allows you to define your default time zone for the calendar as well as 1 additional
time zone for side by side comparison views. This is only available in the day and week calendar view. The time zone
tool is very useful when working with multiple calendars in 2 separate time zones as it lets you schedule things more
easily.

To Enter a Default Time Zone and an Additional Time Zone

To enter a default time zone or an additional time zone please use the following steps:

        1.      Click on the File menu and select Options and Preferences from the menu.
        2.      Click on Time Zones under the Calendar heading.
        3.      To set your default time zone enter a label for the time zone, this will appear as a description for that time
                zone in the calendar module and select the proper time zone from the drop down list. To add an
                additional time zone check the box that says Show Additional Time Zone. Enter a label for the
                secondary time zone and select the proper time zone from the drop down list. Your time zones will now
                appear in the calendar module.
        4.      Click on Ok.


Calendar Subscriptions

The Calendar subscription area allows you to be able to integrate other calendars into your calendar. These could be TV
show schedules, holiday calendars, sport event schedules, etc. You can do this by subscribing to one of the calendars
UVC has provided by default or by entering your own link to another type of calendar such as ical.

To Add a New Subscription

To add a new subscription please use the following steps:

        1.      Click on the File menu and select Options and Preferences from the menu.
        2.      Click on Calendar Subscriptions under the Calendar heading.




        3.      Click on the New Subscription button.
        4.      Choose the type of subscription you would like from the drop down list. Once you have selected which
                one you want the program will automatically populate the Calendar URL and Description fields. If you
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                want you can change the description field to whatever you wish. If you would like to enter your own type
                of calendar select Other from the list and enter the link in the Calendar URL field. You must then also
                populate the Description field with a description of the calendar.
        5.      Click on Ok.
        6.      If you are finished adding subscriptions click on Ok to close the window.

Note: The subscription calendar will now be available in your calendar module, to get the appointments/events to show in
your calendar you must place a checkmark beside the subscription calendar in the lower left part of the screen in the
calendar module.

To Delete a Subscription

To delete a subscription use the following steps:

        1.      Click on the File menu and select Options and Preferences from the menu.
        2.      Click on Calendar Subscriptions under the Calendar heading.
        3.      Select the subscription you would like to delete.
        4.      Click on the Delete button.
        5.      Click on Ok.

To Edit a Subscription

To edit a subscription use the following steps:

        1.      Click on the File menu and select Options and Preferences from the menu.
        2.      Click on Calendar Subscriptions under the Calendar heading.
        3.      Select the subscription you would like to edit.
        4.      Click on the Edit button.
        5.      Make any necessary changes.
        6.      Click on Ok.
        7.      Click on Ok to close the window.

Note

Note Options

Note options allows you to create modify or delete note type descriptions which can be used to help you categorize your
notes in the Tasks/Other UVC module. Creating note types will make the search option a lot more efficient.

To Add a Note Type

To add a note type use the following steps:

        1.      Click on the File menu and select Options and Preferences from the menu.
        2.      Click on Note Types under the Note heading.
        3.      Click on the New Note Type button.
        4.      Type in the description of your note and press the Enter key on your keyboard.
        5.      Click on Ok.

To Delete a Note Type

To delete a note type use the following steps:

        1.      Click on the File menu and select Options and Preferences from the menu.
        2.      Click on Note Types under the Note Type heading.
        3.      Select the note type you wish to delete from the list.
        4.      Click on the Delete button.
        5.      Click on Ok.

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To Rename a Note Type

To rename a note type use the following steps:

          1.      Click on the File menu and select Options and Preferences from the menu.
          2.      Click on Note Types under the Note Type heading.
          3.      Select the note type you wish to rename from the list.
          4.      Click on the Rename button.
          5.      Change the name of the note type and press the Enter key on your keyboard.
          6.      Click on Ok.

Taboo

Subjects

Taboo Subjects allow you to create modify or delete subject descriptions which can be used to help you categorize your
Taboo entries in the Taboo module. Creating subjects will make the search option a lot more efficient.

To create, delete or rename subjects is carried out the same way as it is done for notes except you would make the
changes under the Taboo > Subjects heading in Options and Preferences. Please make reference to the Note section
in the manual under Options and Preferences.

Project

Project Options

The project options area allows you to add project worksheets to the project management module of the application. It
also allows you to specify individual user permissions per sheet.

To Select a Font Size

You are able to select the Font size that you would like to work with in the project module. You can choose between
Small, Medium and Large font sizes.

To select a font size use the following steps:

          1.      Click on the File menu and select Options and Preferences from the menu.
          2.      Click on Project Options under the Project heading.
          3.      Select the font size you would like from the drop down menu in the top part of the screen.
          4.      Click on Ok.

To Create a Project Sheet

To add a project sheet use the following steps:

          1.      Click on the File menu and select Options and Preferences from the menu.
          2.      Click on Project Options under the Project heading.




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           3.   Click on the New Sheet button.
           4.   Type in the name of your sheet and tick off if you would like your sheet to be private, have custom
                permissions or be active.

Private:

If you tick this box it means that only users that you have given Private access to will be able to access and view the
sheet.

Custom Permissions:

Custom Permissions allows you to give access of this sheet to users who would not normally have access to your projects
or they normally have access to your projects and you do not want to give them access to this specific sheet. If you tick
this box you are able to specify the custom permissions in the show permissions area. Please see Show Permissions.

Active:

In order for a sheet to show up in the Project management module it must be ticked as active. To inactivate a sheet you
can simply remove the checkbox and it will no longer show up in the module.

           5.   Press the Enter key on your keyboard.
           6.   Click on Ok.

To Delete a Project Sheet

To delete a project sheet use the following steps:

           1.   Click on the File menu and select Options and Preferences from the menu.
           2.   Click on Project Options under the Project heading.
           3.   Select the sheet you wish to delete from the list.
           4.   Click on the Delete button.
           5.   Click on Ok.


To Rename a Project Sheet

To rename a project sheet use the following steps:

           1.   Click on the File menu and select Options and Preferences from the menu.
           2.   Click on Project Options under the Project heading.
           3.   Select the sheet you wish to rename from the list.
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        4.      Click on the Rename button.
        5.      Change the name of the project sheet and press the Enter key on your keyboard.
        6.      Click on Ok.

Show Permissions

The show permissions area allows you to view or modify the permissions you have set for the selected sheet if it is
marked with the custom permissions option.

To show permissions use the following steps:

        1.      Click on the File menu and select Options and Preferences from the menu.
        2.      Click on Project Options under the Project heading.
        3.      Click on the Show Permissions button. A new area at the bottom of the screen will now appear.

To Give a User Permission

To give a user permission to access a project sheet use the following steps.


        1.      Click on the File menu and select Options and Preferences from the menu.
        2.      Click on Project Options under the Project heading.
        3.      Select the sheet that you would like to give permissions to and make sure that it is tagged with the
                custom permissions flag.
        4.      Click on the Show Permissions button. A new area at the bottom of the screen will now appear.
        5.      Click on the Add User(s) button. A list of available users will now appear.

Note: If you do not see the user you desire in the Add User(s) box you need to go to Access Rights under the General tab
in Options and Preferences and make sure that you give the user at least partial access for the project module. Please
see To Modify Access Rights.

        6.      Tick the users that you would like to give access to for the specified project sheet.
        7.      Click on Ok.
        8.      You should now see the user in the bottom part of the screen. You are now able to specify whether you
                would like this user to have read only access or private access to the sheet by ticking the appropriate
                boxes.

Note: By ticking private you are indicating that the user will be able to see any tasks that you have marked as private for
that sheet.

        9.      Click on Ok.

To Delete a User’s Permissions

To delete a user’s permissions use the following steps:

        1.      Click on the File menu and select Options and Preferences from the menu.
        2.      Click on Project Options under the Project heading.
        3.      Select the sheet that you would like to delete permissions from.
        4.      Click on the Show Permissions button. A new area at the bottom of the screen will now appear.
        5.      Select the user you wish to delete.
        6.      Click on the Delete button.
        7.      Click on Ok.

Print

The Print area of the program allows you to print various reports from the different modules.


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To Print a Report

To print a report use the following steps:

        1.       Click on the File menu and select Print from the menu.




        2.       Select the type of Output you would like to use from the top of the screen. You are able to choose
                 Screen-shows you a print preview, Printer-prints to paper, HTML File-creates an HTML file or Adobe
                 PDF-creates a PDF file.
        3.       Select the report you would like to print from the list on the left. If you are printing a report for a various
                 module you may want to be working with that module before you print to make it easier for data selection.
                 For instance, if you wanted to print a month of your calendar you may want to go to the Calendar module
                 first and go to the month you want to print in the month view first so that you do not have to enter the
                 dates manually.
        4.       Enter your data options on the right hand part of the screen under the General tab.
        5.       Go to the Page Setup tab and select your paper type, page orientation and margins.
        6.       Once you are ready to print click on Ok.

Print Preview

The print preview module allows you to generate a report to your screen before actually printing it on paper. Once the
preview is generated you are given the option of printing what you just created. To generate a print preview please see
To Print a Report as the steps are identical with the only difference being that the output is automatically defaulted to the
screen.

Close

This closes the UVC window without exiting the program. To reopen the UVC window you may double click on the UVC
logo in the Icon tray, or right click on it and select Show UVC from the menu.




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