5 Options/Settings

In two-pane layout, use the Options tab in the stack panel in the left hand side to manage and customize your preferences for Convergence.

In three-pane layout, select Settings from the drop-down list at the top right corner of the Convergence UI to manage and customize your preferences for Convergence.

Use the options tab for:

Setting Global Preferences

This topic answers your questions about how to modify the global settings in Convergence.

This section contains the following topics:

How Do I Set General Preferences?

To Set General Preferences, perform the following steps:

  1. In two-pane layout, from theServicemenu, click Options. The Options section appears. In three-pane layout, from the drop-down list at the top right corner of the Convergence UI, select Settings. The Settings section appears.
  2. From the Global section, click General. The General Preferences tab appears in the work area.
  3. From the Language list, select the language in which you want the application to appear.
  4. From the Convergence Startup list, select the service that you want to appear by default when you first log into the application. The available options are:
    • Mail

    • Calendar

  5. From the General Layout, select the layout. This option is available as two-pane layout and three-pane layout. The chosen layout information is stored as your preference and appears when you log back in.
  6. Click Save Preferences.

How Do I Set the Date and Time?

Setting the date and time affects all the components of your application where the date or time are displayed.

To set the date and time:

  1. In two-pane layout, From the Service menu, click Options. TheOptions section appears. In three-pane layout, From the drop-down list at the top right corner of the Convergence UI, select Settings. The Settings section appears
  2. From the Global section, click Date & Time. The Date & Time tab appears in the work area.
  3. Set your time zone. From the Time Zone list, select your time zone.
  4. Set your date format.
    1. For Order, specify the order in which you want the date to be formatted. Where DD represents the day, MM represents the month, and YY represents the year.
    2. For Delimiter, specify the delimiter you want to have appear between the day, month, and year of the date.
  5. Set the time format. Select either 12 hour or 24 hour.
  6. Click Save Preferences.

How Do I Change My Password?

To change your password:

  1. Click Change Password. The Password tab appears in the central panel.
  2. Enter the old password in the Current Password field.
  3. Enter the new password in the New Password and Confirm New Password field.
  4. Click Save Preferences.

How Do I Secure My Account Using a Secondary Email Address?

You can secure your account by adding a secondary email address.

Note:

You can add a secondary email address only if the corresponding option is enabled on your site by the administrator.

If you are locked out of your account, you can use your secondary email address to reset your password.

If you do not have a secondary email address set for your account, or if you have not confirmed your secondary email address, a banner message appears each time you login to Convergence UI.

To add a secondary email address to your account:
  1. Do one of the following:
    • In the banner message, click Add your secondary email address.
    • In the left-side navigation pane, select Options, expand Mail, then Identities, and then select Local Account.

    The Local Account page appears.

  2. In the Secondary Email field, enter your secondary email address.
  3. Click Save Preferences.

Note:

If you leave the Secondary Email field empty, password resetting instructions will not be sent to any email.

How Do I Set Sound Notifications?

You can configure Convergence to play a sound through the computer sound card when you receive a new email message or a new instant message.

To set sound notification:

  1. In two-pane layout, from the Service menu, click Options. TheOptions section appears. In three-pane layout, From the drop-down list at the top right corner of the Convergence UI, select Settings. The Settings section appears.
  2. Expand Global and select Sound Alerts. The Sound Alerts tab appears in the work area.
  3. Select Enable sound alerts for new mail for your browser to play a sound through the computer sound card when you receive a new email.
  4. Select Enable sound alerts for new IM message for your browser to play a sound through the computer sound card when you receive a new instant message.

Your browser may not support sound alerts or may need an audio plugin to play sound alerts. Search for and install a suitable audio plugin according to the instructions provided by your browser.

How Do I Set a Theme in Convergence?

Convergence enables you to set a theme to customize the client's look-and-feel. The option to set a theme is provided on the top banner of the Convergence user interface. This option is available as colored options in the shape of a square.

The following themes are available:

  • Blue
  • Orange
  • Dark Blue
  • Light Blue
  • Grey
  • Yellow
  • Green
  • Teal
  • Teal Ocean
  • Butterfly Blue
  • Pink
  • Pink Hearts
  • Blue Cheery
  • Starry
  • Altair

To set a theme, perform the following steps:

  1. Click Themes adjacent to the Sign Out link in the top right corner of the user interface in two-pane layout. Click Themes icon adjacent to the drop-down list at the top right corner containing the signed-in user's name in three-pane layout.
  2. Scroll through the various color and image themes. Click the desired theme which is immediately applied to the user interface. The chosen theme information is stored as your preference and appears when you log in.

Setting Mail Preferences

This topic answers your questions about how to modify the settings for your mail.

How Do I Set the General Preferences in Mail?

You can set preferences for the Email messages in your Inbox. After setting the preferences for your Email messages, click Save Preferences at the bottom of the page. Alternatively, you can also set the preferences for more than one option, and click Save Preferences. All preferences that you set are saved collectively.

The following options are available when setting general mail preferences:

  • Place a Copy in: Whenever you send an Email message, a copy of your Email message is by default placed in the Sent folder. To save a copy of your sent Email messages in a specific folder, perform the following steps:
    1. Click Select. The Select a folder window opens displaying the folders in your Inbox.
    2. Select the folder into which you want to place your sent Email messages.
    3. Click Save Preferences.
  • Deleting Mail Messages: Whenever you delete an Email message, the deleted Email message is placed in the Trash folder. You can set one of the following preferences on deleted Email messages:
    • Move messages to a specified folder. By default all Email messages are moved into the Trash folder. To move an Email message to a specific folder, perform the following steps:
      1. Click Select. The Select a folder window appears, displaying the folders in your Inbox..
      2. Select the folder into which you want to place your deleted Email messages.
      3. Click Save Preferences.
    • Mark messages as deleted. When you mark an Email message as deleted in your Inbox, the Email message is marked for deletion. The Email messages marked for deletion are indicated with a trash can icon adjacent to the Email message.
  • Expunging Deleted Mail Messages: You can expunge all deleted Email messages when you log out of Convergence. To set this preference, select the Empty the trash folder on log out check box.
  • Saving Drafts: You can set a preference to save your Email message drafts. By default, all Email message drafts are saved in the Drafts folder. To move an Email message to a specific folder, perform the following steps:
    1. Click Select. The Select a folder window appears, displaying the folders in your Inbox.
    2. Select the folder into which you want to place your draft Email messages.
    3. Click Save Preferences.
  • Composing Email: These preferences are applied at the time of composing Email messages. The following options are available:
    • Quoting Text in Replies: This option is set by default. When you reply to an Email message, the original is included in the reply. If you do not want to include the original Email message while replying, deselect the check box adjacent to the Include the original message in reply option.
    • Spell Check: To always perform a spell check before sending mail, select this check box.
    • Rich Text Editing: Email Messages can be drafted either in rich text format or plain text. By default, the Email message drafting option is set to rich text format. To draft Email messages in plain text, deselect the check box next to the Compose messages using HTML option.
    • Adding Default Bcc: Use this option to send all your Email messages as blind copies to specified email addresses. This option is not selected by default. To add email address in the Bcc list:
      1. Select the check box labeled Bcc these email addresses.
      2. Enter the email address in the text field provided. To specify more than one email address, you must separate them with a comma. A check is performed to see if the email addresses are valid. If the addresses are not valid, the following message appears: Invalid email addresses in bcc list.
      3. Click Save Preferences.
    • Collected Addresses: Enable Automatically save outgoing email addresses to allow Convergence to collect email addresses that do not already appear in your personal or corporate address books. Convergence saves these collected email addresses in an address book called Collected Addresses. Convergence uses the email addresses in this address book to help you auto-complete email when you write email. See "About the Collected Addresses Address Book" for more information.

How Do I Set the Layout of the Messages in My Inbox?

You can customize the order in which your mail appear in your mail box and also you can disable or enable message preview.

In two-pane layout, you can customize the layout from Layout option under the Mail options in left pane along the following lines:

  • The order in which the messages appear in your Inbox.
  • The order in which the attributes of the messages appear in your Inbox.
  • Disable or enable message preview.

In three-pane layout, you can customize the layout from Layout option under the Mail options in left pane along the order in which the messages appear in your Inbox.

To set the order in which the messages appear, perform the following steps:

  1. Select one of the following options under the Message List Default Order section. The following options are available:
    • Most recent first: Click the radio button corresponding to this option to list your most recent messages first. This option is selected by default.
    • Most recent last: Click the radio button corresponding to this option to list your most recent messages last.
  2. Click Save Preferences.

To customize the way the columns appear in your Inbox, perform the following steps:

  1. Change the order in which you want to display the columns by selecting the column name from the Column Name list.
  2. Click Move up or Move Down to change the ordering. The column on the top of this list will appear at the left in the Inbox.
  3. Click Save Preferences.

To disable or enable the message preview perform the following steps:

  1. Select the Disable Message Preview check box to disable the message preview or deselect the check box to enable message preview.
  2. Click Save Preferences.

How Do I Set a Signature for the Messages I Compose?

You can create a signature that is appended to the body of your email message. You can create a different signature for each of your email identities. See "How Do I Set Identity Settings for My Local or External Accounts?" for more information.

  1. In two-pane layout, From theServicemenu, click Options. The Options section appears. In three-pane layout, From the drop-down list at the top right corner of the Convergence UI, select Settings. The Settings section appears.
  2. Under Mail, expand Identities.
  3. Select the identity for which you want to create a signature. The Identity Settings for the selected identity appear.
  4. Enter the signature in the rich text editor. Your signature can include a JPG, GIF, or PNG image file.
  5. Select Add the signature to every message you compose.
  6. Select the Insert the signature before the quoted text checkbox, the signature will be added before original message or the quoted text.
  7. Click Save Preferences. The signature will appear in the message body for all emails sent from the selected account.

How Do I Enable Automatic Forwarding of Messages?

You can set your mail preferences in such a way that your messages that you receive would be automatically forwarded to specified email addresses.

To enable automatic forwarding for your messages, perform the following steps:

  1. Select Forwarding from the Local Account setting in the Mail section located under the Options tab on the left panel in two-pane layout. Select Forwarding from the Local Account setting in the Mail section located under the Settings tab on the left panel in three-pane layout. The Forwarding tab appears on the right pane.
  2. Select the check box labeled Enable Automatic Forwarding.
  3. Enter the email address to which you want to forward your messages in the Forward to text area. To forward your messages to multiple email addresses, you must separate them with a comma.
  4. To keep a copy of the forwarded messages, click the check box labeled Keep a copy of the message.
  5. Click Save Preferences.

Mail Filters

With the help of mail filters, you can set up your Inbox to organize incoming mail into different folders.

This section contains the following topics:

How Do I Create a New Filter?

To create a mail filter:

  1. Click Mail Filters from the Local Account setting in the Mail section located under the Options tab on the left panel in two-pane layout. Click Mail Filters from the Local Account setting in the Mail section located under the Settings tab on the left panel in three-pane layout. The Message Filters tab, displaying a list of existing filters, appears in the central pane. By default, the status of a filter is enabled. To disable a filter, deselect the check box.
  2. Click New Filter. The New Filter tab appears in the central pane.
  3. Enter the name of the filter in the Filter Name text box.
  4. Enter the conditions that the mail filter should apply for incoming messages. Select one of the following options:
    • Match all the following: Select this option to apply all the conditions you define for a filter.
    • Match any of the following: Select this option to apply any one of the conditions you define for a filter.
    • Match all incoming: Select this option to apply the conditions to all incoming messages.
    In the first drop-down list, choose the required option. The available options are as follows:
    • To: This option is selected by default.
    • Cc
    • Recipient
    • Subject
    • From
    • Message Size (KB)
    • Message Body
    • Attachment Name
    • Attachment Type
    • Priority
    • Date
    Choose the required option from the second drop-down list. The available options are as follows:
    • Contains: This option is selected by default.
    • Doesn't contain
    • Begins with
    • Ends with
    • Is equal to
    • Is not equal to
    In the adjacent text area, enter the appropriate string that the filter should match. If you select the To, Cc or Recipient option, enter the email address. If you select the Subject option, enter the appropriate text in the text box. If you select the Message Size (KB) option, enter the size of the message in Kilo Bytes (KB). You can add multiple conditions by clicking the plus (+) icon. To remove a condition, click the minus (-) icon.
  5. Specify the filter action. You can add multiple actions by clicking the plus (+) icon. To remove an action, click the minus (-) icon.
    • Move message to: Select this option to specify the name of the folder in which the message is stored by clicking Select.
    • Copy message to: Select this option to specify the name of the folder in which a copy of the message is stored by clicking Select .
    • Forward message to: Select this option if you want to forward this message to another email address. In the adjacent text box, enter the email address to which the message should be forwarded.
    • Discard the message: Select this option if you want to discard the message. If you select this option, other options that you might have selected are deselected automatically.
  6. Select the Do not include messages received before check box to specify the date up to when the messages should not be included. Click the adjacent field and select a date from the popup window.
  7. Select the Do not include messages received after check box to specify the date after when the messages should not be included. Click the adjacent field and select a date from the popup window.
  8. To disable this filter, select the Stop after processing this filter check box. If you select this option, no other filter is processed after this filter is processed.
  9. Click Save Filter.
How Do I Edit a Filter?

To edit a filter:

  1. Select the filter that you want to edit and click Edit Filter. The Edit Filter window appears.
  2. Edit the required information and click Save Filter.
How Do I Delete a Filter?

To delete a filter:

  1. Select the filter you want to delete.
  2. Click Delete Filters. A confirmation dialog box appears.
  3. Click OK to confirm the delete action.

How Do I Set a Vacation Message?

Vacation messages are a way to let the senders know that you are on vacation. You can set an automatic reply for messages that you receive in your Inbox. A vacation message usually contains information of the duration for which you are on vacation. An automatic reply is sent to the sender of the email indicating that you are on vacation.

To set a vacation message:

  1. Click Vacation Message from the Local Account setting in the Mail section located under the Options tab on the left panel in two-pane layout. Click Vacation Message from the Local Account setting in the Mail section located under the Settings tab on the left panel in three-pane layout. The Vacation Message tab appears in the central panel.
  2. Check the Enable auto-reply box. This enables your Inbox to send replies automatically to all incoming messages.
  3. Select the start and end date from the vacation duration pane.
  4. Each sender will receive an automated reply when they send their first message. You can set the number of hours after which an auto reply is again sent to the same sender. Enter the duration in hours in the Hours between replies field.
  5. Enter subject and the vacation message for both coworkers and other senders in the respective text areas.
  6. Click Save Preferences.

Sender Identities

Convergence enables you to create and manage additional email account profiles in addition to the default profile. You can create multiple profiles for accounts that allow POP access. By creating multiple profiles, you can manage your email from Convergence. The email messages are collected in a designated folder (Inbox by default). You can send, receive, reply, or forward, email by using Convergence, instead of using other services. To know more about how to collect email from external accounts, see "Collecting Email From External Accounts".

User profiles created for external accounts are saved as identities in Convergence. These identities appear under the Mail options in a drop-down list. When working with email, you can select any of the configured identities to send, reply, or forward email.

This topic contains the following sections:

How Do I Set Identity Settings for My Local or External Accounts?

You can set identity settings for the messages in your Inbox. The identity settings provides user details. Your Local Account represents your Convergence Account. You can also configure Convergence to collect messages from other email accounts. See "Collecting Email From External Accounts" for more information.

To set your identity settings:

  1. Expand the Identities node from the Mail options from the left pane. The Identities node expands with a list of all available identities.
  2. Select the identity to update. Select Local Account to set the account preferences for the account that is configured for Convergence, or select one of your configured external accounts. The Account Settings tab appears.
  3. Enter the following under the Identity Settings section.
    • Name. This option cannot be edited.
    • Email Address. This option cannot be edited.
    • Reply-to Address. To set your replies to other email address, enter the email address you want your email replies to be sent.
  4. Enter the Signature that you want to associate with this identity in the Signature text area. Select the Add the signature to every message you compose check box to include this signature at the end of every email.
  5. Select the Insert the signature before the quoted text checkbox to add the signature before original message or the quoted text.
  6. Enter the vCard information in the vCard section. The following options appear:
    • Name: You can provide the following details:
      • First
      • Last
      • Display Name
      • Company
      • Job Title
      • Department
      • Home Page
    • Email: You can provide the following details:
      • Work
      • Home
    • Phone: You can provide the following details.
      • Work
      • Home
      • Mobile
      • Fax
      • Pager
    • Address: You can provide the following details:
      • Street
      • City
      • State/Provice
      • Zip/Postal Code
      • Country
  7. (Optional) Select the check box labeled Add the vCard to every message you compose to add the vCard.
  8. Click Save Preferences.
How Do I Remove an Identity Configured on Convergence?

Sender identities are tightly integrated with external profiles that you configure on Convergence to collect email from other accounts. When you set Convergence to collect email from external accounts, an identity is created for you and is added under the Identities node in the Mail preferences. The identity is removed when you delete the account setting for collecting external mail. See "How Do I Remove an Existing External Account?"

Note:

The default identity cannot be removed.

Collecting Email From External Accounts

Using Convergence, you can receive email from the default mail server that is configured for your deployment and email from other accounts. Convergence supports POP (Post Office Protocol).

This section contains the following topics:

How Do I Configure Convergence to Collect Mail From Other Accounts?

You can create a new account to collect external mail.

To configure Convergence to collect email from other accounts, perform the following steps:

  1. Click New Account node under the External Accounts node in the left navigation panel. A new tab titled New Account appears in the central panel with the following options:
    • Account Info: Requires user information that you must provide for the external account.
    • Incoming Server: Specifies the incoming server details that you must provide for the external account.
    • Confirm: Enables you to review the account settings. You can also modify the settings by going to the previous screens using the Previous.
    • Status: Collects all the email from the external account.
    Enter the user information in the Account Info page by using the following options:
    • Email account name: Email account name.
    • Email Address: Email address for this account. This email address appears as the From email address when this account is used as the identity for sending mail.
    • Give this account a name: Name for this account. Your account is identified with this name under the External Accounts node.
  2. Click Next. The New Account page appears. On this page, enter the properties related to the external account. The following options appear:
    • Incoming Server

      • Server Name: Enter the server name and port number that Convergence should use to get the external email.
      • Security: By default, the security option, None and the port number 110 are selected. If you want to collect your email by using TLS (Transport Layer Security), select the TLS option. If you want to collect your email by using SSL (Secure Socket Layer), select the SSL option. If you use SSL, the corresponding port number is changed to 995 (the default SSL port). If your server uses a customized SSL port, you must change the port number accordingly.
      • Select the Delete messages after successful retrieval check box if you want to delete the message from the external server after getting the email.
    • Folder receiving incoming messages

      • Target folder: Choose the folder into which you want to collect external mail. By default all external email is collected in the Inbox. If you want your external email to be stored in a separate folder, click Select. The window appears where you can select the folder into which you want to store your incoming external mail.
    • Authentication

      • Enter the login or user name for the external account in the Login/User name text field
      • Enter the password for the external mail in the Password field.
      • Re-enter the password in the Confirm password field.
      • Enable the Remember password checkbox if you want Convergence to remember your password. The password is saved as part of your user preferences.
  3. Click Next.

    The Confirm page appears. Review the account details that you provided to ensure the information is correct. To change any information, click Previous.

  4. Click Create Account to create the external mail configuration.

    The Status page appears. Convergence authenticates the user against the external server and gets the email based on the inputs provided.

    The node is created with the new account information under the External Accounts tree. A new identity is created based on the information provided for the external account. This is available under the Identities tree in Mail preferences. To know more about identity settings, see "How Do I Set Identity Settings for My Local or External Accounts?".

    Click Finish.

How Do I Remove an Existing External Account?

To remove an already configured external account, perform the following steps:

  1. Select the account that you want to delete from the External Accounts tree. The account information appears on the central pane.
  2. Click Remove Account at the bottom of the pane. A dialog box appears prompting for a confirmation.
  3. Click OK to remove the account. The account is removed. The corresponding identity related information for this account is also removed.

Setting Calendar Preferences

This topic answers your questions about how to modify the settings for your calendar. Preferences you can change include appearance of days and weeks on the calendar, event symbols and notification updates.

How Do I Set General Preferences in Calendar?

Setting general Calendar preferences lets you to specify preferences that apply to the Calendar features of the application as a whole.

To Set General Preferences, perform the following steps:

  1. Click General. The General tab appears in the central panel.
  2. Choose a view from the Initial Calendar View drop-down list. Available view choices are:
    • Day
    • Week
    • Month
    • Next Seven Days
    • Agenda
  3. Under the Calendar Configuration section, you can set the following options:
    • Choose a day of the week from the Week starts on: drop-down list. This option enables you to specify the starting day of the week.
    • Select the days in a week to be included in your work week by selecting the corresponding checkboxes.
  4. Choose the start and end time of your standard working days from the Day starts at and Day ends at drop-down list. The options are listed in 30 minutes increments.
  5. You can remember the last selected calendars when you log out of Convergence. To set this preference, select the Remember Calendar Selections check box under the Calendar Selection section.
  6. Click Save Preferences.

How Do I Hide or Show Declined Events?

Hiding or Showing Declined Events lets you to specify preferences that apply to Calendar events and invitations.

To set event preferences, perform the following steps:

  1. Click Events. The Event tab appears in the central panel. The Event tab appears:
    • Invited Events Filter: If you want your declined events to be shown when viewing the calendar, select the checkbox corresponding to the Display Declined Invitations label.
  2. Click Save Preferences.

How Do I Set Default Event Types?

Setting Calendar default event types lets you to specify preferences that apply to Calendar events and invitations.

To set default event types, perform the following steps:

  1. Click Events. The Event tab appears in the central panel. The Event tab appears:
    • Default Event Type: By default, the event type is set to Business. To change the default event type, choose from the options listed in the drop-down box.
  2. Click Save Preferences.

How Do I Set Notifications for Events?

Setting Calendar notifications lets you to specify how and when you would like to receive notifications for events.

To set notifications:

  1. Click Notifications. The Notifications tab appears in the central panel. The following notification properties appear:
    • Enable Event Notifications
    • Event Invitation Updates
  2. Select the Enable Event Notifications checkbox to enable notifications for your events. Once you enable the event notifications option, you can set the following attributes for the event:
    • The time interval before the start of the event. You can set the time interval by choosing from the drop-down list. The following options are available:
      • minutes
      • hours
      • days
      By default, event notifications are set to 30 minutes before the start of the event. However, this value can be changed in the calendar event User Interface.
    • You can receive event notifications in the following ways.
      • Email: To receive event notifications by email, select the Send email message to option and provide the email address to which you want to be notified for the event.
      • SMS : To receive event notifications by SMS, select the Send SMS message to option and provide the phone number to which you want to receive the notifications.
        • The format should be as follows:

          +<subscriber-number>@sms.<example.com>.

          The <subscriber-number> is a phone number where you expect to receive SMS notifications. The format of each <subscriber-number> is specific to the SMSC provider.

          <example.com> is your domain.

  3. Click Save Preferences.