Using FirstClass for Mac OS Copyright 1996 by SoftArc Inc. All rights reserved. No part of this publication may be reproduced, transmitted, or stored in a retrieval system, in any form or by any means, electronic, mechanical, photocopying, recording, or otherwise, without the express written permission of SoftArc Inc. FirstClass is a registered trademark of SoftArc Inc. Tampering with a registered trademark is a Federal offense. Stuffit is a trademark of Aladdin Systems, Inc. AppleLink, AppleTalk, Macintosh, and Macintosh Quadra are registered trademarks of Apple Computer Inc. MacTCP is a trademark of Apple Computer Inc. DigiBoard is a registered trademark of Digi International. Hayes is a registered trademark of Hayes Microcomputer Products, Inc. ULTRA is a trademark of Hayes Microcomputer Products, Inc. Microsoft, MS, and MS-DOS are registered trademarks of Microsoft Corporation. Microsoft Windows and Windows NT are trademarks of Microsoft Corporation. All other product names or brand names are trademarks or registered trademarks of their respective holders. Version 3.5 First Adobe Acrobat Edition Printed and bound in Canada Part Number: SOF3120-M Table of contents 1 Introduction 11 The server and the client 11 FirstClass features 11 Who should read this guide 12 What’s new in this guide 12 Inside this guide 13 Symbols and conventions 15 Choosing commands 15 Entering data 16 Examples and illustrations 17 Viewing the status bar 17 2 Installing FirstClass 19 Assembling the things you need 19 Installing the software 19 Upgrading the FirstClass Client 21 Obtaining software upgrades 22 3 Getting started with FirstClass 23 Preparing to connect to your FirstClass Server 23 AppleTalk connections 23 TCP/IP connections 24 Modem connections 25 Preparing the settings document 25 Creating a settings document 26 Configuring the settings document for an AppleTalk connection 26 Configuring the settings document for a TCP/IP connection 29 Configuring the settings document for a modem connection 31 Configuring a TCP/IP connection 33 Configuring a modem connection 36 4 Connecting to FirstClass 41 Logging into FirstClass 41 Auto-registering 42 Using FirstClass • Version 3.5 for Mac OS 4 5 FirstClass basics 45 Mailbox, conference, and folder windows 46 Message windows 47 Message symbols 47 Using the toolbar 48 6 Using e-mail 51 Reading your messages 51 Finding unread messages automatically 52 Making messages unread 53 Creating new messages 53 Addressing a blind carbon copy 56 Addressing messages to gateways 57 Using other message forms 58 Editing messages 60 Using the spelling checker 61 Checking spelling 61 Setting the spelling checker preferences 63 Dictionary files 63 Requesting special message handling 64 Priority 64 Sensitivity 64 Receipt 64 Sending and unsending messages 65 Sending a message 65 Unsending a sent message 66 Replying to messages 67 Replying to all recipients 67 Replying to the sender only 68 Including quotations in your reply 69 Message threads 71 Forwarding messages 72 Viewing the history of messages 73 Keeping your mailbox tidy 74 Deleting messages 74 Saving messages as text files 74 Using FirstClass • Version 3.5 for Mac OS 5 Using folders 75 7 Using conferences 79 Viewing conferences 79 Browsing conferences 80 Replying to conference items 81 Replying to the conference 81 Replying to the sender only 82 Following message threads 83 Sending messages to a conference 84 Private conferences 86 8 Transferring files 87 Transferring files to the server 87 Transferring a file by attaching it to a message 87 Transferring a file by uploading it directly 89 Transferring files to your computer 90 Previewing an attached file 91 Transferring a file attached to a message 91 Transferring an uploaded file 93 Resuming interrupted file transfers 94 Resuming a file transfer to the server 94 Resuming a file transfer to your computer 95 9 Searching 97 Searching messages and documents 97 Searching conferences and folders 98 Searching external folders and drives 101 10 Chatting 103 Initiating a private chat 103 Joining a public chat 106 Responding to chat invitations 107 11 Personalizing FirstClass 109 Using FirstClass • Version 3.5 for Mac OS 6 Customizing your Preferences form 109 Changing your password 112 Creating and editing your résumé 112 Using the address book 113 Creating a new personal mail list 113 Creating a new personal address form 116 Customizing your desktop 118 Making an alias of a conference 119 Viewing and changing object information 120 Organizing windows 122 Organizing items within a window 124 Customizing the toolbar 126 Adding buttons 126 Removing buttons 127 Sizing the toolbar buttons 128 Positioning the toolbar 128 Sizing the floating toolbar 129 Using the 3D Look command 129 Using the network notification utility 130 Installing the software 131 Upgrading the Network Notifier 132 Configuring the FirstClass Network Notifier 133 12 Beyond the basics 137 Access to features and conferences 137 Privileges 137 Permissions 139 Finding out your session status 141 Refreshing your settings document 141 Finding out who’s online 142 Searching the FirstClass Directory 143 Accessing external folders and disk files 145 Using FirstClass • Version 3.5 for Mac OS 7 13 Working offline 147 A typical scenario 148 Installing FirstClass Personal 149 Installing the software 149 Configuring your settings document 151 Starting FirstClass Personal 151 Using e-mail 153 Reading and responding to mail 153 Sending mail 154 Using conferences 155 Setting up conference replication 155 Browsing and contributing to conferences 156 Customizing the configuration 157 Connecting to the server 161 Forcing an immediate connection to the server 161 Using alternate settings documents 161 FirstClass Personal post office 162 Backing up the FirstClass Personal post office 163 14 Troubleshooting 165 Troubleshooting network connections 165 Troubleshooting modem connections 166 No response from the modem (error message 1034) 166 Modem returned an error (error message 1054) 166 No response from the server modem 167 Host does not appear to be a FirstClass Server 167 Communication failures while connected 168 Troubleshooting offline problems 168 Error messages 168 Possible problems 169 Troubleshooting tools 171 Troubleshooting using trace information 171 Offline troubleshooting tools 173 FirstClass error messages 174 Obtaining technical support 189 Using FirstClass • Version 3.5 for Mac OS 8 A FirstClass folders 193 The FirstClass Client folders 193 The Download folder 193 The FCP folder 193 The Modems folder 194 The Plugins folder 195 The Scripts folder 195 The Settings folder 195 The Tools folder 196 The FirstClass Client log file 197 The Client ReadMe file 197 The MODEMS.TXT file 197 B Standard forms 199 Alternate Message form 199 File Transfer form 199 Phone Call form 200 Picture Message form 201 Quick Message form 201 Request for Information form 202 Requisition form 202 C Shortcuts 205 Double-clicking shortcuts 205 Editable text 206 Shortcut menus 206 Drag-and-drop shortcuts 207 Addressing messages 208 Attaching files 208 Saving attachments 208 Moving text 208 Copying text 208 Transferring picture and sound files 208 Drag-and-drill 208 New Conference menu items 209 Using FirstClass • Version 3.5 for Mac OS 9 Keyboard shortcuts 209 File menu shortcuts 209 Edit menu shortcuts 210 Message and conference shortcuts 210 Service menu shortcuts 211 View menu shortcuts 211 D Modem concepts and standards 213 Modem concepts 213 Flow control and handshaking 213 Baud Rate or Bits Per Second (bps) 214 Fall Back 214 Hardware carrier detection 215 DTR hangup 215 Modem standards 216 Modulation (speed) standards 216 Error correction standards 217 Data compression standards 217 E Modems: advanced information 219 How FirstClass interacts with your modem 219 Editing a modem connection file (FCP file) 220 F The MDM file format 227 Syntax rules 228 MDM file parameters 228 G Connection scripts 233 Connection script commands 233 SEND 233 WAITFOR 234 DISPLAY 234 DELAY 235 Using FirstClass • Version 3.5 for Mac OS 10 H Glossary 237 Index 265 Using FirstClass • Version 3.5 for Mac OS C H A P T E R 1 Introduction FirstClass integrates e-mail with group conferencing, access to existing corporate databases, forms processing, real-time discussions, and online communications functions. Its graphical user interface makes FirstClass easy to use. Because FirstClass automatically takes care of modem and file transfer protocols, remote access is as easy as network access. The server and the client FirstClass consists of two pieces of software: the FirstClass Server and the FirstClass Client. Your FirstClass administrator runs the FirstClass Server; you run the FirstClass Client to access the services provided by the server. The client can connect to the server using many communication methods, including modems and local area networks (LANs). FirstClass features The following table describes the features you can use in FirstClass. Exchange e-mail with other users. Exchange mail with users on other systems such as the Internet. Engage in electronic conferencing with other users. Depending on how your system is set up, use gateways to exchange mail with users on other systems such as Microsoft Mail and cc:Mail. Transfer any number of files quickly using file attachments. Dial in using a modem while retaining the full graphical Macintosh interface. Using FirstClass • Version 3.5 for Mac OS Chapter 1 Introduction 12 Engage in a chat with other users currently connected to the server. Search for specific text in a message or document, or search a conference or folder for all the items that contain specific text. In FirstClass you can read a message in one window, browse a conference in another, compose a message in a third, and chat with another user in yet another window, all while transferring files in the background. Who should read this guide Using FirstClass provides instructions for users running the FirstClass Client for Mac OS software on a computer running on Mac OS. It assumes that you are familiar with terminology such as mouse, drag, open, choose, file, and double-click. For more information about this terminology, refer to your Macintosh documentation. What’s new in this guide Welcome to the latest release of the FirstClass Client. Several new features, enhancements, and changes have been added to the FirstClass Client since the last Using FirstClass was printed. Using FirstClass version 3.5, you can: • connect to FirstClass using a proxy server. For more information, refer to “Configuring a TCP/IP connection” on page 33. • use the customizable toolbar for many tasks. For more information, refer to “Using the toolbar” on page 48. • use new Directory features to search for names in FirstClass and address messages. For more information on searching the Directory, refer to “Searching the FirstClass Directory” on page 143. For more information on addressing messages using the FirstClass Directory, refer to “Creating new messages” on page 53. Using FirstClass • Version 3.5 for Mac OS Chapter 1 Introduction 13 • send blind carbon copies. For more information, refer to “Addressing a blind carbon copy” on page 56. • include quoted text when you send a reply to a message. For more information, refer to “Including quotations in your reply” on page 69. • check the spelling in your FirstClass messages and documents. For more information, refer to “Using the spelling checker” on page 61. • use the new address book to create personal mail lists and address forms. For more information, refer to “Using the address book” on page 113. • customize the appearance of your FirstClass account with the 3D Look command. For more information, refer to “Using the 3D Look command” on page 129. • update your settings document while you are working online. For more information, refer to “Refreshing your settings document” on page 141. • work offline, connecting only when you need to send and retrieve messages. For more information, refer to “Working offline” on page 147. • use drag-and-drop shortcuts to perform many tasks. For more information, refer to “Drag-and-drop shortcuts” on page 207. • perform most tasks more quickly using shortcut menus. For more information, refer to “Shortcut menus” on page 206. FirstClass now automatically refreshes your desktop whenever new files or messages are added to the conferences on it. Inside this guide Installing FirstClass (Chapter 2) explains how to install the FirstClass Client software. Getting started with FirstClass (Chapter 3) explains how to set up the connection to your FirstClass Server. Using FirstClass • Version 3.5 for Mac OS Chapter 1 Introduction 14 Connecting to FirstClass (Chapter 4) explains how to connect to the FirstClass Server. FirstClass basics (Chapter 5) describes the FirstClass windows and the FirstClass toolbar. Using e-mail (Chapter 6) describes how to send e-mail, and how to read, reply to, and forward e-mail you receive. Using conferences (Chapter 7) explains how to browse conferences, reply to conference items, and contribute to a conference. Transferring files (Chapter 8) explains how to attach files to a message, how to upload them directly to a folder or conference, and how to download attached or uploaded files to your own computer. Searching (Chapter 9) explains how to search messages, documents, conferences, and folders. Chatting (Chapter 10) explains how to participate in real-time online conversations. Personalizing FirstClass (Chapter 11) explains how to personalize your FirstClass account to better suit your needs. Beyond the basics (Chapter 12) describes advanced features of FirstClass, including privileges and permissions, how to find out who’s online, how to search the FirstClass Directory, and how to access external directories and disk files. Working offline (Chapter 13) explains how to use FirstClass when you are not connected to the FirstClass Server. Troubleshooting (Chapter 14) describes useful troubleshooting tools, explains how to troubleshoot problems with modem connections, explains the error messages that can be generated by FirstClass, and provides instructions for obtaining technical support. FirstClass folders (Appendix A) describes the files and folders created when you install FirstClass. Using FirstClass • Version 3.5 for Mac OS Chapter 1 Introduction 15 Standard forms (Appendix B) lists the standard forms provided with FirstClass. Shortcuts (Appendix C) lists double-click, drag-and-drop, shortcut menu, and keyboard shortcuts you can use in FirstClass. Modem concepts and standards (Appendix D) explains some of the standards and concepts that you should understand when selecting, purchasing, and configuring a modem. Modems: advanced information (Appendix E) explains how FirstClass interacts with your modem. It also provides more detailed information about the fields in the modem connection file. The MDM file format (Appendix F) describes the format of the Modem (MDM) file. Connection scripts (Appendix G) describes how to create a connection script. Glossary (Appendix H) lists and defines terms used in this manual, and other related terms. Symbols and conventions Throughout this document, there are several symbols and conventions of which you should be aware. ! Warning: Information that helps you prevent interruptions in service or loss of data. You should watch out for these warnings and make sure you understand them. Note: Information important to the smooth running of your system. Choosing commands For many of the procedures in this manual, there are several different ways you can perform the same task. For example, to save a file attachment, you could select the attachment and then use any of the following methods. • On the menu bar, choose File } Save Attachment. Using FirstClass • Version 3.5 for Mac OS Chapter 1 Introduction 16 • Double-click the attached file. • Drag the attached file from the message window and drop it onto your Macintosh desktop. • Click and hold the mouse button, and select Save Attachment from the shortcut menu. For other commands, you may also be able to click a button on the palette or use a keyboard shortcut. In this guide we say: Choose File } Save Attachment. For the more complicated choices that arise from hierarchical menus, we simply extend the form. For example, we might want you to choose Italics using the following menus. In this guide, we say: Choose Format } Style } Italic. Entering data To describe the data you have to enter, we use the following format: WAITFOR '<text1>' '<text2>' ... –T<nnn> where: • Text enclosed by angle brackets represent variables for which you must select a value. In the example, <text1>, <text2>, and <nnn> are variables. When entering variables, do not type the angle brackets. • Text not enclosed by angle brackets must be entered exactly as shown. In this example, you must type “WAITFOR”, the –T and the single quo- Using FirstClass • Version 3.5 for Mac OS Chapter 1 Introduction 17 tation marks exactly as shown. An ellipsis (...) indicates that this list of variables can be as long as you need. For example, to instruct the server to wait 20 seconds for the words “service”, “disconnect”, or “no carrier”, you might enter data such as the following: WAITFOR 'service' 'disconnect' 'no carrier' –T1200 Examples and illustrations To explain and illustrate the procedures in this manual, we’ve created a fictitious company called Veritec Inc. Veritec Inc. is a growing company with headquarters in Boston, a west coast sales office in Los Angeles, and a two-person office in San Francisco. It also has a Canadian sales office in Toronto, and a European headquarters in London. Veritec develops an advanced hardware and software product for the entertainment industry. It uses FirstClass for internal communication and to support its customers. Viewing the status bar The status bar runs across the bottom of your screen. As you move the mouse over menu commands or buttons, the status bar tells you what that command or button is for. To view the status bar, choose View } Status Bar. Using FirstClass • Version 3.5 for Mac OS Chapter 1 Introduction 18 To remove the Status Bar, choose View } Status Bar again. Using FirstClass • Version 3.5 for Mac OS C H A P T E R 2 Installing FirstClass The first step in using FirstClass is to install the software on your computer. FirstClass can be installed on almost any Macintosh computer. This chapter describes the hardware and software requirements for the FirstClass Client, and provides installation instructions. To upgrade from an earlier version of FirstClass, follow the installation procedure in this chapter. Assembling the things you need To install the FirstClass Client, you need the following: • a computer running Macintosh System 6.04 (or later) • 2 MB of memory (RAM) for 68K computers • 3 MB of memory (RAM) for Power Macintosh computers • at least 8 MB of free space on your hard disk To find out how much disk space is available, open your hard drive folder. The amount of available storage appears in the top right corner of the folder window. In this example, there is 316.7 MB of free space. Installing the software The FirstClass Client is installed at the root of the volume selected, in a new folder named FirstClass 3.5. (If you have an older version of the FirstClass Client installed, it is not overwritten by version 3.5.) To install the FirstClass Client for Mac OS, follow these steps. 1) Insert the CD-ROM or diskette containing FirstClass 3.5 into a CD-ROM or diskette drive. The FirstClass 3.5 icon appears on your desktop. Using FirstClass • Version 3.5 for Mac OS Chapter 2 Installing FirstClass 20 2) Open the FirstClass Client folder. 3) Double-click FirstClass Client Install. The splash screen appears. 4) Click Continue until the FirstClass Client Install dialog appears. Using FirstClass • Version 3.5 for Mac OS Chapter 2 Installing FirstClass 21 5) If you do not want to install the application in the location that FirstClass suggests, click Switch Disk and select the volume on which you want to install the software. 6) To install all components, click Install. The Installation application installs the FirstClass Client. 7) To install only selected components, select Custom Install, and select the components you want to install. (For information about a component, click the information button beside the component.) Then click Install. The Installation application installs the selected components. The Installation progress dialog appears. 8) When installation is complete, the Installation Complete dialog appears. Click Quit. Upgrading the FirstClass Client To upgrade the FirstClass Client, follow the installation procedure in “Installing the software” on page 19. When you upgrade your software, your connection setup to the FirstClass Server should remain unaffected. However, if there is a problem, continue Using FirstClass • Version 3.5 for Mac OS Chapter 2 Installing FirstClass 22 with Chapter 3, “Getting started with FirstClass” to set up the connection to your FirstClass Server again. ! Warning: If you are upgrading the FirstClass Client version 2.6 or earlier, this version of FirstClass uses a different settings document format from your previous version. Since version 3.5 is installed into a new folder, your old settings documents are not overwritten. FirstClass automatically converts your old settings documents to work with version 3.5. However, after you convert a settings document, you cannot use it with FirstClass version 2.6 or earlier. Obtaining software upgrades Upgrades of the FirstClass Client are distributed freely on SoftArc Online. To obtain the latest version of the software, log into SoftArc’s own FirstClass system, SoftArc Online. Using the FirstClass Client, you can connect to SoftArc Online in two ways: • By modem: The FirstClass Client ships with a settings document that is configured to connect to SoftArc Online by modem. The phone number for SoftArc Online is 905-415-7070. • Over the Internet: For customers with connections to the Internet, the FirstClass Client ships with a settings document that is configured to connect to SoftArc Online using the TCP/IP protocol. SoftArc Online uses port 510, and its IP address is 198.133.37.10. You can also connect to SoftArc Online with any VT100- or ANSI-compatible terminal emulator. Configure the application to use 8 data bits, no parity, 1 stop bit, and a speed of up to 28800 bps. Use the application to dial 905-415-7070. Although you won’t see the friendly FirstClass Client interface, you will be able to obtain the latest version of the software. You can find the latest version of the FirstClass Client application on SoftArc Online in Conferences } Software Libraries } FirstClass Software. Using FirstClass • Version 3.5 for Mac OS C H A P T E R 3 Getting started with FirstClass To use FirstClass, you must connect to (or log into) a FirstClass Server. Before you can do so, you must perform the following tasks. • Prepare a settings document for the server. You should have a settings document for each FirstClass system to which you connect. Usually, your FirstClass administrator provides you with a settings document. You just need to configure it. • Configure a TCP/IP connection to the FirstClass system (if you are connecting by TCP/IP). If you connect to multiple FirstClass Servers using TCP/IP, you must create a different connection file for each one. • Configure a modem connection to the FirstClass system (if you are connecting by modem). You must configure FirstClass to work with your modem. You only need to configure a modem connection once. All your settings documents use the same modem configuration. You must change the modem configuration if you install a different type of modem or connect the modem to a different port. Preparing to connect to your FirstClass Server How you prepare for connection to the server on your FirstClass system varies depending on the type of connection you use. The FirstClass Server to which you are connecting might not support all connection types. AppleTalk connections For an AppleTalk network connection, follow these steps. 1) Install a network card or cables for AppleTalk, depending on the version of Macintosh you are using. For more information, refer to your Macintosh documentation. 2) From your Apple menu, choose one of the following control panels. a. If you are running AppleTalk with Open Transport, choose Control Panels } AppleTalk. Using FirstClass • Version 3.5 for Mac OS Chapter 3 Getting started with FirstClass 24 — For Connect Via, select Ethernet. b. If you are not running AppleTalk with Open Transport, choose Control Panels } Network. — Select either LocalTalk or EtherTalk. For more information on these selections, refer to your Macintosh documentation. 3) Test your network connections before you set up the AppleTalk connection in FirstClass. TCP/IP connections TCP/IP is a cross-platform networking protocol. It is also the protocol used on the Internet. For a TCP/IP connection, you require the following items: • MacTCP or Open Transport installed on your computer. Install MacTCP or Open Transport by following the instructions in your Macintosh documentation. Using FirstClass • Version 3.5 for Mac OS Chapter 3 Getting started with FirstClass • the IP address or domain name of the server • the TCP/IP port number on the server 25 If you are connecting through a proxy server, you need the IP address of the proxy server, and its port number. The FirstClass Server to which you are connecting must be running the FirstClass Server application version 2.6 (or later). Modem connections For a modem connection, you need a 1200 bps (or faster) Hayes-compatible modem. If you are using an external modem, connect the modem to a serial port on your computer, using an appropriate cable. For detailed information about installing your modem and connecting it to your computer, refer to your modem documentation. If you have a high-speed modem, ensure that you are using a cable with hardware handshaking capability. Although FirstClass minimizes the amount of interaction you have with your modem, SoftArc recommends that you read your modem documentation for general information. Preparing the settings document You should have a settings document for every FirstClass system to which you connect. A settings document contains all the information the FirstClass Client needs to connect to the system. For example, if you are connecting by modem, the settings document must contain the phone number of the server. Often, your FirstClass administrator supplies a settings document, and all you need to do is configure it. If your administrator does not supply a settings document, you can create one. For more information, refer to “Creating a settings document” on page 26. If your FirstClass administrator has supplied you with a settings document, use that document instead of creating a new one. The supplied document might contain customized forms, pictures, and sounds that help you get the most from the system. Using FirstClass • Version 3.5 for Mac OS Chapter 3 Getting started with FirstClass 26 SoftArc supplies several settings documents with the FirstClass Client software. These documents are stored in the Settings folder in the FirstClass Client folder. SoftArc Online Via Internet and SoftArc Online Via Modem are the settings documents you use to connect to SoftArc Online, SoftArc’s own FirstClass system. Creating a settings document If you do not have a settings document for a system to which you want to connect, you can create one.The easiest way to create a settings document is to copy, and then modify, one of the generic settings documents—Generic Network or Generic Modem—provided with FirstClass. If this settings document will also be used with the FirstClass Client for Windows, its new filename must have the extension “FC”. You can also create a new settings document by choosing File } New Settings while the FirstClass Client is running, but not connected to a FirstClass Server. Configuring the settings document for an AppleTalk connection If you will be connecting to the FirstClass system across an AppleTalk network, you must configure your settings document to find the server on the network. To configure your settings document, follow these steps. 1) Make sure that you have your AppleTalk connection correctly installed and configured on your computer. 2) Double-click the settings document icon in the FirstClass Client Settings folder. Using FirstClass • Version 3.5 for Mac OS Chapter 3 Getting started with FirstClass 27 The Login form appears. 3) Click Setup. 4) For Connect Via, select AppleTalk.FCP. 5) Enter information in the following fields: User ID: Optional. The user ID you use to connect to the server. Enter your user ID if you want to store it in the settings document. If other users have access to your computer, you might want to leave this field blank for security reasons. Using FirstClass • Version 3.5 for Mac OS Chapter 3 Getting started with FirstClass 28 Password: Optional. The password you use to connect to the server. Type your password if you want to store it in the settings document. If other users have access to your computer, you might want to leave this field blank for security reasons. Login Automatically: If you complete both the User ID and Password fields, you can select this option to log into FirstClass as soon as the settings document is opened. If you select this option, FirstClass displays the Login form briefly when you open the settings document, but then proceeds to open the desktop. (If you need to bypass the automatic login, press Option while you open the settings document.) Server: The name of the FirstClass Server. Network: The name of the AppleTalk zone in which your FirstClass Server is located. If you are on a single zone network, or if your server is in the same zone as your Macintosh, you may specify an asterisk (*) for the zone name, meaning “my zone”. If you do not know what zone your server is in, contact your FirstClass administrator. When you’re finished completing step 4 and step 5, the Service Setup form should look something like this. 6) Click Save. Using FirstClass • Version 3.5 for Mac OS Chapter 3 Getting started with FirstClass 29 Configuring the settings document for a TCP/IP connection If you will be connecting to the FirstClass system across a TCP/IP network, you must configure your settings document to find the server on the network. To configure your settings document, follow these steps. 1) Make sure you have your TCP/IP connection correctly installed and configured on your computer. Double-click the settings document icon in the FirstClass Client Settings folder. The Login form appears. 2) Click Setup. 3) For Connect Via, select one of the following options: — If you are connecting to the FirstClass Server directly, select TCP-IP.FCP. — If you are connecting through a proxy server, select TCP-IP WAN.FCP. 4) Enter information in the following fields: User ID: Optional. The user ID you use to connect to the server. Enter your user ID if you want to store it in the settings document. If other users have access to your computer, you might want to leave this field blank for security reasons. Using FirstClass • Version 3.5 for Mac OS Chapter 3 Getting started with FirstClass 30 Password: Optional. The password you use to connect to the server. Type your password if you want to store it in the settings document. If other users have access to your computer, you might want to leave this field blank for security reasons. Login Automatically: If you complete both the User ID and Password fields, you can select this option to log into FirstClass as soon as the settings document is opened. If you select this option, FirstClass displays the Login form briefly when you open the settings document, but then proceeds to open the desktop. (If you need to bypass the automatic login, press Option while you open the settings document.) Server: The IP address or domain name of the FirstClass Server. Network: Leave this field blank. When you’re finished completing step 3 to step 4, the Service Setup form should look something like this. 5) Click Save. Using FirstClass • Version 3.5 for Mac OS Chapter 3 Getting started with FirstClass 31 Configuring the settings document for a modem connection If you will be connecting to the FirstClass system by modem, you must configure your settings document to use the modem. To configure your settings document, follow these steps. 1) Make sure that your modem is correctly installed and configured on your computer. 2) Double-click the settings document icon in the FirstClass Client Settings folder. The Login form appears. 3) Click Setup. 4) For Connect Via, select MODEM.FCP. Using FirstClass • Version 3.5 for Mac OS Chapter 3 Getting started with FirstClass 32 5) Enter information in the following fields: User ID: Optional. The user ID you use to connect to the server. Enter your user ID if you want to store it in the settings document. If other users have access to your computer, you might want to leave this field blank for security reasons. Password: Optional. The password you use to connect to the server. Type your password if you want to store it in the settings document. If other users have access to your computer, you might want to leave this field blank for security reasons. Login Automatically: If you complete both the User ID and Password fields, you can select this option to log into FirstClass as soon as the settings document is opened. If you select this option, FirstClass displays the Login form briefly when you open the settings document, but then proceeds to open the desktop. (If you need to bypass the automatic login, press Option while you open the settings document.) Retry Login and Retry Delay: Select these options to retry the call if the line is busy. Specify how many times to retry, and how long to wait between retries. The maximum number of retries is 15. Server: The name of the FirstClass Server. Using FirstClass • Version 3.5 for Mac OS Chapter 3 Getting started with FirstClass 33 Phone #: Type the telephone number of the FirstClass Server. Be sure to include any prefixes such as 9 or 1, as well as any necessary area codes. When you’re finished completing step 4 and step 5, the Service Setup form should look something like this. 6) Click Save. If you have not already done so, you must configure the modem connection. Refer to “Configuring a modem connection” on page 36. Configuring a TCP/IP connection Before you connect to your FirstClass Server, ensure that the TCP/IP connection is configured correctly. You can configure the TCP/IP port through which you connect to the server and the size of the TCP/IP buffer. As well, if your network is protected by a firewall, you can connect to a FirstClass Server on an external network through a proxy server that supports the SOCKS4 protocol. A proxy server relays data from your computer to the FirstClass Server outside your firewall. Thus, it prevents users on the external network from accessing or gathering information about the computers on your network. The TCP/IP connection configuration is stored in the files TCP-IP.FCP and TCP-IP WAN.FCP. Both are located in the FCP folder. TCP-IP.FCP is config- Using FirstClass • Version 3.5 for Mac OS Chapter 3 Getting started with FirstClass 34 ured to connect to a FirstClass Server directly, using port 510; TCP-IP WAN.FCP is configured to connect through a proxy server. To change the configuration for the TCP/IP connection, follow these steps. 1) Open the settings document, as described in “Configuring the settings document for a TCP/IP connection” on page 29. 2) Click Setup. 3) For Connect Via, select either TCP-IP.FCP or TCP-IP WAN.FCP. (You may have already done so when you configured your settings document in “Configuring the settings document for a TCP/IP connection” on page 29.) 4) Click Setup. Using FirstClass • Version 3.5 for Mac OS Chapter 3 Getting started with FirstClass 35 5) Click the arrow beside Advanced Settings. 6) Modify the following Advanced Settings options as required: TCP Buffer: A value between 6000 and 64000. A larger buffer increases download performance but requires more memory to be allocated to the client application. The default is 10000, which should be sufficient under most circumstances. Using FirstClass • Version 3.5 for Mac OS Chapter 3 Getting started with FirstClass 36 TCP Port: The TCP/IP port on the server. However, keep in mind that if you change the port for this connection file you also change it for every settings document that uses this file. Proxy IP Address: If you connect to the FirstClass Server through a proxy server, specify the IP address of the proxy server. Proxy Port: If you connect to the FirstClass Server through a proxy server, specify the port you use to connect to the proxy server. This is usually 1080. The remaining fields do not apply to TCP/IP connections. 7) Click Save. 8) Click Save on the Service Setup form. Configuring a modem connection Before you start using FirstClass with a modem, ensure that you have set up FirstClass and your computer so that they work together correctly with your particular modem. To do this, you must configure the modem connection file. The modem connection file provided with FirstClass is named MODEM.FCP, and is in the FCP folder. All settings documents connecting to FirstClass using MODEM.FCP use the same modem configuration. You only need to change the modem configuration if you install a different type of modem or connect the modem to a different serial port. To configure the modem connection, follow these steps. 1) Make sure you have connected your modem to your computer as specified in the modem documentation. 2) Open the settings document, as described in “Configuring the settings document for a modem connection” on page 31. 3) Click Setup. Using FirstClass • Version 3.5 for Mac OS Chapter 3 Getting started with FirstClass 37 4) For Connect Via, select MODEM.FCP. (You may have already done so when you configured your settings document in “Configuring the settings document for a modem connection” on page 31.) 5) Click Setup. 6) Set up the Connection options. Modem: The type of modem installed on your computer. If your modem does not appear in the list, select a compatible modem with the same speed as your modem. (For example, if your modem is a V.32bis modem, select Hayes-Compatible 14400.) Using FirstClass • Version 3.5 for Mac OS Chapter 3 Getting started with FirstClass 38 If you cannot find a suitable modem type in this list, you may be able to find one in the Other file. This self-extracting archive, located on the installation disk, contains additional modem configuration files. Double-click to create an Other Modems folder which contains the additional modem configuration files. To install an individual file from this folder for use by the FirstClass Client, drag it from the Other Modems folder into the Modems folder. Drag only the file you require, or the client will take a long time to produce the pop-up list of available modems. If you cannot find a suitable modem type in the Other Modems folder, contact your FirstClass administrator for assistance. Port: Select the port to which your modem is connected (for example, Modem Port). Phone: Select Pulse if you have a dial phone, Tone if you have a touch tone phone. Speaker: Optional. Turn your modem speaker on or off, if you want. Some modems are not affected by this selection. Script: Optional. If you require a special connection script to connect to the FirstClass Server, select the appropriate connection script. For more information, refer to Appendix G, “Connection scripts”, or contact your FirstClass administrator. 7) In the Cable Options section, select On in the H/W Handshake field if your modem supports hardware handshaking, and if it is recommended in the Comments field on this form. Do not change any other Cable and Speed options unless instructed to do so by your FirstClass administrator, or by SoftArc Technical Support. When you select a modem, the Cable and Speed options are automatically set to the value appropriate for that modem. For more detailed information about this form, refer to Appendix E, “Modems: advanced information”. Using FirstClass • Version 3.5 for Mac OS Chapter 3 Getting started with FirstClass 39 The modem selected for this example is Hayes Ultra. 8) Click Save. 9) Click Save on the Service Setup form. Using FirstClass • Version 3.5 for Mac OS Chapter 3 Getting started with FirstClass 40 Using FirstClass • Version 3.5 for Mac OS C H A P T E R 4 Connecting to FirstClass Before you can use any FirstClass features, you must connect to a FirstClass system and supply a user ID and password to identify yourself. This process is known as logging in. If you don’t have a user ID, contact your FirstClass administrator. You might also be able to auto-register with the FirstClass system. For more information, refer to “Auto-registering” on page 42. Logging into FirstClass To log into a FirstClass system, follow these steps. 1) Double-click the settings document for your FirstClass system. The Login form appears. The following example includes a customized splash screen that shows you which system you are connecting to. The Service field shows the name of the settings document you are using. If you clicked login Automatically in your settings document, as described in “Preparing the settings document” on page 25, you log in automatically. If the login is successful, your FirstClass desktop appears. 2) For User ID, type the user ID you use to log into the FirstClass Server. If you have forgotten your user ID, contact your FirstClass administrator. (If your user ID was saved in the settings document, as described Using FirstClass • Version 3.5 for Mac OS Chapter 4 Connecting to FirstClass 42 in “Preparing the settings document” on page 25, your user ID appears automatically in this field.) If you have not logged into this FirstClass system before, and auto-registration is permitted, you may auto-register. For more information, refer to “Auto-registering” on page 42. 3) For Password, type the password you use to log into the FirstClass Server. If you have forgotten your password, contact your FirstClass administrator. (If your password was saved in the settings document, as described in “Preparing the settings document” on page 25, your password appears automatically in this field.) To change your password you must be logged into FirstClass. For instructions, refer to “Changing your password” on page 112. 4) Click Login to start the connection to the FirstClass Server. Note: If the login was not successful, check that you have configured your settings document correctly. If your settings document is configured correctly for the protocol you selected, and you still cannot log in, your FirstClass system may not support the protocol you selected. For assistance, contact your FirstClass administrator. Auto-registering Your FirstClass administrator determines whether the system will allow auto-registration. If you do not have a user ID, you might be able to register yourself on the FirstClass system. To auto-register, follow these steps. 1) Double-click the settings document for the FirstClass system. The Login form appears. The following example includes a customized splash screen that shows you which system you are connecting to. Using FirstClass • Version 3.5 for Mac OS Chapter 4 Connecting to FirstClass 43 The Service field shows the name of the settings document you are using. 2) On the Login Form, for User ID, type the user ID you would like to use on this system. 3) Click Login. FirstClass tries to connect to the server. If the connection is successful, and if auto-registration is permitted, a form such as the following appears. Using FirstClass • Version 3.5 for Mac OS Chapter 4 Connecting to FirstClass 44 The user ID you typed on the Login form appears in the Requested User ID field. 4) Complete the form. 5) Click Register. A dialog confirms your user ID and password. 6) Write your user ID and password down for future reference. 7) Click OK. Your FirstClass desktop appears, and you are ready to use FirstClass. For information about the desktop and other FirstClass basics, refer to the next chapter. Using FirstClass • Version 3.5 for Mac OS C H A P T E R 5 FirstClass basics This chapter describes the FirstClass desktop and the basic operation of the FirstClass system. The way FirstClass works is the same whether you connect by modem or by network. Once you have logged in, your FirstClass desktop appears. The standard FirstClass desktop looks like this. Your FirstClass administrator may have customized the standard desktop. For example, let’s look at the desktop of Veritec Inc., the company used in the examples throughout this manual. The Veritec desktop is customized with a background picture of the company’s corporate logo and some useful information to guide people through the system. This user has also been given aliases of two of Veritec’s private conferences—Customer Support and Useful Software. The following table describes the icons that may appear on your desktop. Using FirstClass • Version 3.5 for Mac OS Chapter 5 FirstClass basics 46 Mailbox: A folder that stores your incoming and outgoing messages. (For more information about your mailbox, refer to Chapter 6, “Using e-mail”.) News: A public area to which everyone on FirstClass has access. It usually contains general announcements about the FirstClass system to which you are connected. Conferences: A folder containing public conferences. Public conferences are usually accessible by all FirstClass users. They are set up and maintained by your FirstClass administrator. (For more information, refer to Chapter 7, “Using conferences”.) Help: A folder containing documents with instructions for using the FirstClass system to which you are connected. Each of these icons represents a folder or conference, which in turn can contain additional files, folders, conferences, and messages. There may also be other icons on your desktop. Mailbox, conference, and folder windows When you open any item in FirstClass, its contents appear in a new window. The window for a mailbox, conference, or folder icon is a summary list. The following is the summary list for a mailbox. Using FirstClass • Version 3.5 for Mac OS Chapter 5 FirstClass basics 47 A split bar ( ) divides the window into two panes. To move the split bar, position the mouse on the bar, press the mouse button, and drag the bar to the desired location. The upper pane contains folders or conferences, while the lower pane contains files, documents, or messages. If either pane is not large enough to display all its contents, you can move the split bar to enlarge the area, or use the scroll bar to scroll through the contents. Message windows When you open a message, it appears in a message window. A split bar ( ) divides the window into two panes. The upper pane contains envelope information, such as the From, Subject, and To fields. It can also contain the time and date the message was created, the postmark, and sometimes an attachments field. The lower pane contains the body of the message. You can move the split bar or scroll through each pane as you can with a summary list. If you resize the message window, the next message you read is opened in a window of the new size. Message symbols The following table explains the symbols that appear beside certain messages in a mailbox, folder, or conference. The unread flag also appears Using FirstClass • Version 3.5 for Mac OS Chapter 5 FirstClass basics 48 beside a conference in a summary list, if that conference contains an unread message. ƒ Ï å Unread flag: A red flag indicating that the message is unread; that is, you have not yet opened it. bold Bold type: A type style applied to the subject of a message in a mailbox or conference, indicating urgency. Unsent flag: A white flag indicating that the message is unsent; that is, you have created the message, but not yet sent it. File icon: An icon indicating that the message has one or more attached files. (For more information about attachments, refer to Chapter 8, “Transferring files”.) In the following example, the first message in the mailbox is unread. The second message contains an attachment but remains unsent. Using the toolbar As described in “Choosing commands” on page 15, there are often several ways you can perform many of the procedures in this manual. For simplicity’s sake, we provide only one alternative in a procedure, usually the menu command. To perform a task more quickly, you can often click a toolbar button instead of using the menu command. To display the toolbar, choose View } Toolbar. Using FirstClass • Version 3.5 for Mac OS Chapter 5 FirstClass basics 49 For example, if you are editing a message and would like to italicize some of the text, you can do so using the toolbar. 1) Choose View } Toolbar, if you have not already done so. 2) Select the text that you wish to italicize. 3) Click the Italic button on the toolbar. For information on customizing the toolbar, refer to “Customizing the toolbar” on page 126. Using FirstClass • Version 3.5 for Mac OS Chapter 5 FirstClass basics 50 Using FirstClass • Version 3.5 for Mac OS C H A P T E R 6 Using e-mail The FirstClass e-mail system allows you to send messages to any other user on your FirstClass system. You may also, through a FirstClass gateway, be able to send messages to e-mail users all over the world. Contact your FirstClass administrator to find out if your system has a gateway to the Internet. Note: Your FirstClass administrator determines the FirstClass functions that you can use in your system. You might not have the privileges and permissions to perform all the procedures described in this chapter. For more information, refer to “Access to features and conferences” on page 137. Reading your messages To read your messages, follow these steps. 1) Double-click the Mailbox icon. The top pane of the window contains any subfolders you have created to help organize your mailbox. (For more information, refer to “Organizing windows” on page 122.) The lower pane contains a list of your incoming private mail and the messages you have composed. For each message, the list displays the name of the sender or recipient, the size, the subject, and the date the message was composed or received. 2) To read an individual message, double-click it. The message appears in a new window. Using FirstClass • Version 3.5 for Mac OS Chapter 6 Using e-mail 52 3) To close the message window, click the close box in its upper left corner. After you have read all the unread messages in your mailbox, the Unread flag beside the Mailbox icon disappears. Finding unread messages automatically Using the procedure in “Reading your messages” on page 51, you can read each unread message in your mailbox by scrolling through the list, and opening and closing each message individually. You can also use FirstClass to find and open any unread messages automatically. To find and read your unread messages automatically, follow these steps. 1) Double-click the Mailbox icon. 2) Choose Conference } Open Next Unread. FirstClass opens the oldest unread message in your mailbox. 3) Choose Open Next Unread again to read the next unread message. 4) Continue choosing this command. When there are no more unread messages in your mailbox, FirstClass notifies you with a beep. After you have read all the unread messages in your mailbox, the Unread flag beside the Mailbox icon disappears. Using FirstClass • Version 3.5 for Mac OS Chapter 6 Using e-mail 53 Making messages unread As you have learned, before you read a message, an Unread flag ( ƒ ) appears beside it in the folder or conference list. After you read it, the Unread flag disappears. If you want, you can reset the Unread flag beside the message. You might find this feature useful, for example, if you read a message, but want to restore the Unread flag so that it will attract your attention the next time you log in. To make a message unread, select the message, and choose Message } Unread. The Unread flag ( ƒ ) reappears beside the message. Creating new messages In addition to reading mail sent to you, you can also compose and send messages. You can use a custom form or the standard message form. To use a custom form, refer to “Using other message forms” on page 58. To use the standard message form, follow these steps. 1) From your FirstClass desktop or mailbox, choose Message } New Message. Your name appears automatically in the From field on the envelope of the new message. 2) Optional. For Subject, type a subject for the message and press Tab. Using FirstClass • Version 3.5 for Mac OS Chapter 6 Using e-mail 54 3) To address the message manually, type the names of the recipients in the To, Cc, or Bcc fields and skip to step 5. 4) To use the FirstClass Directory to address the message, follow these steps. a. Choose Service } Directory. b. Find and select the name of the person to whom you are sending the message. For more information on searching the FirstClass Directory, refer to “Searching the FirstClass Directory” on page 143. Using FirstClass • Version 3.5 for Mac OS Chapter 6 Using e-mail c. 55 Click To, Cc, or Bcc to insert the name into the message. For more information on blind carbon copies, refer to “Addressing a blind carbon copy” on page 56. d. Repeat step b and step c until you have finished addressing the message. This method of addressing a message is convenient if you are sending a message to several recipients. 5) Click below the split bar and type your message. To edit the text or the appearance of your message, refer to “Editing messages” on page 60. Using FirstClass • Version 3.5 for Mac OS Chapter 6 Using e-mail 56 6) To send the message, refer to “Sending and unsending messages” on page 65. Addressing a blind carbon copy When you address a message, you may be able to include a blind carbon copy (Bcc). This option is available if the FirstClass Server to which you connect is version 3.0 (or later). Consult your administrator to find out if this option is available to you. A blind carbon copy is a copy of a message sent to a hidden recipient. Other recipients cannot see the addresses you specify in the Bcc field. For example, Harold Lass, Accounts Receivable clerk at Veritec, reviews overdue accounts every week. When he discovers an account that is a week overdue, he sends a reminder letter to the customer, with a Bcc to the Collections Conference. Using FirstClass • Version 3.5 for Mac OS Chapter 6 Using e-mail 57 This is the reminder letter as it appears to the customer. The customer can’t tell that the Collections conference has received a copy of the reminder letter. Although the names of Bcc recipients can be viewed in the message history by the sender and the Bcc recipients themselves, they are not visible to anyone else. (For more information about the message history feature, refer to “Viewing the history of messages” on page 73.) To display the Bcc field (which is normally hidden directly below the Cc field), choose Message } Show Bcc. When the field is visible, you can enter a user name into it. If you want to hide the Bcc field again while you are editing the message (for privacy reasons, perhaps), choose Message } Hide Bcc. Addressing messages to gateways If your FirstClass administrator has installed a gateway on your FirstClass Server, you can send mail through the gateway. Through a gateway, you can communicate with users on other FirstClass Servers, users on other e-mail systems, and other devices such as printers or fax machines. To address a message to a user on another system, type the user’s address in the To field of the message window in the following format. <user name>,<gateway name> Using FirstClass • Version 3.5 for Mac OS Chapter 6 Using e-mail 58 where: • <user name> is the user name or address of the person on the other system • <gateway name> is the name of the gateway to the other system Note: Make sure that you enter the comma between the two parameters, with no spaces on either side. Do not type the angle brackets. For example, to send a message to Amanda Ho through the Veritec Toronto gateway, you would enter: Amanda Ho,Veritec Toronto To find out if any gateways are available to you, contact your FirstClass administrator. Using other message forms In addition to standard office memo-style messages, you can send messages using other types of forms. You compose and send forms just like you do normal messages, but forms might contain additional fields, checkboxes, list boxes, and other features. Each FirstClass system has standardized forms to choose from. For a complete list, refer to Appendix B, “Standard forms”. Your FirstClass administrator can also customize forms and make them available to you. To use a different message form, follow these steps. 1) Choose Message } New Form, and choose the form you want to send from the submenu. For example, to send a phone message form, choose Message } New Form } Phone Call. Using FirstClass • Version 3.5 for Mac OS Chapter 6 Using e-mail 59 2) Complete the address and other fields on the form as you would for any message. 3) Send the form as you would any message. Using FirstClass • Version 3.5 for Mac OS Chapter 6 Using e-mail 60 Editing messages Once you have created a new message and addressed it, type the body of the message. To do so, click in the bottom pane of the message window and begin typing. When you type a message, you use the FirstClass editor. The FirstClass editor provides a full-screen WYSIWYG (what-you-see-is-what-you-get) interface that supports all the standard editing functions (Cut, Copy, Paste, and Clear). FirstClass offers a powerful Undo/Redo function. To undo the last change in any text field, choose Edit } Undo. Continue choosing Edit } Undo to undo previous changes. Choose Edit } Redo to redo a change you have just undone. You can continue to undo and redo changes in a field as long as you do not tab out of it. FirstClass also allows you to vary the appearance of your text in several different ways. First, select the text you want to change. To select a word, double-click it. To select the entire body of the message, choose Edit } Select All. • To set the font, choose Edit } Font, and choose one of the listed fonts. • To set the font size, choose Edit } Size, and choose one of the listed sizes, or choose Smaller, Larger, or Other. If you choose Smaller, the text is automatically reduced in size by one point. If you choose Larger, the text is automatically enlarged by one point. If you choose Other, you can specify the exact point size in a dialog. • To set the font style, choose Edit } Style, and choose Bold, Italic, Underline, Outline, Shadow, or Quoted. You can also combine font styles, if you want. • To set the font color, choose Edit } Color, and choose one of the listed colors, or choose Color Picker and select the exact color you want. The available colors will vary, depending on your setup in the Monitors control panel. Using FirstClass • Version 3.5 for Mac OS Chapter 6 Using e-mail 61 The body of the message is saved to the server as you type it. If a problem (such as a communications failure or a power failure) occurs, the message is preserved in your mailbox on the server, and you can resume editing it when you reconnect. Using the spelling checker You can use FirstClass to check the spelling in your FirstClass messages and documents. This section provides instructions for checking and correcting your spelling and setting the spelling checker preferences. Checking spelling To check the spelling in a message or document, follow these steps. 1) Open the message or document whose spelling you want to check, if it is not already open. 2) Optional. Select the text that you want FirstClass to check. If no text is selected, FirstClass checks the spelling in the entire document. 3) Choose Edit } Check Spelling. When the spelling checker encounters a word not found in one of its dictionaries, it displays the word in the Replace field. In the Suggestions field, FirstClass displays a list of alternative words, the first of which is also displayed in the With field. 4) For each unknown word, select one of the following options. Using FirstClass • Version 3.5 for Mac OS Chapter 6 Using e-mail 62 — To allow this occurrence of the word, click Skip. — To allow any repeated occurrences of this word in this document, click Skip All. — To allow repeated occurrences of this word in this, and future FirstClass documents, you must add the word to your personalized dictionary. To do so, click Add Word. — To replace only this occurrence of the reported word with the word in the With field, click Replace. — To replace any further occurrence of the reported word in your document with the word in the With field, click Replace All. — To replace the word with one of the alternatives in the Suggestions field, click on the alternative to move it into the With field. Then click Replace or Replace All. — To replace the word with an alternative not suggested by FirstClass, select the word in the With field. In its place, enter the alternative. Then click Replace or Replace All. When the spelling checker has reported every unknown word, the Spelling Check Complete dialog appears. At the end of an automatic spelling check, the following dialog appears. Using FirstClass • Version 3.5 for Mac OS Chapter 6 Using e-mail 63 Click Cancel to return to your message and continue editing it, or Send to send the message. For more information on automatically checking the spelling of FirstClass messages and documents, refer to “Setting the spelling checker preferences” on page 63. Setting the spelling checker preferences To set the spelling checker preferences, choose Edit } Check Spelling. You can set the following preferences in the Spelling Checker form: • Check Spelling on Close/Send: To start the spelling check automatically whenever you close or send a FirstClass message or document. If you want to check the spelling in all FirstClass documents that you create, you should select this option. Note: The spelling checker only runs if the document has been edited since the last spelling check. • Enable Suggestions: Whether FirstClass displays a list of suggested spellings for the unknown words it reports to you. If you deselect this option, the spelling checker will run faster. • Ignore Words with Numbers: Whether FirstClass reports words with numbers (such as 3D) as unknown. When this option is selected, the spelling checker will ignore any word that contains one or more digits. • Ignore Words in UPPERCASE: Whether FirstClass reports words in uppercase (such as CD-ROM) unknown. When this option is selected, the spelling checker will ignore words that are in uppercase. Dictionary files All of the dictionaries supplied with the FirstClass Client are stored in the Tools folder. The spelling checker refers to these dictionaries whenever you check the spelling in a FirstClass document or message. You can use as many dictionary files as you need. Using FirstClass • Version 3.5 for Mac OS Chapter 6 Using e-mail 64 If you need to check spelling in a language other than English, contact your FirstClass administrator. He or she can provide you with the appropriate dictionaries, which you can then copy into the Tools folder. The Tools folder is created at the time of installation. If you delete or rename it, the spelling checker will not run. Do not create any subfolders in the Tools directory. Requesting special message handling Although the default method that FirstClass uses to handle messages should be fine for most of your messages, you can request special handling, if necessary. You can change the way FirstClass handles an urgent or personal message, and you can generate message receipts. Priority By default, all messages in FirstClass are assigned Normal priority. If your message is important, you can assign it Urgent priority. An urgent message appears in bold in the folder or conference list, and also invokes special gateway handling, if applicable. To designate a message as urgent, choose Message } Priority } Urgent. If you are sending the message through a gateway, you may be able to set its priority to Bulk if the message is of low priority. Consult your administrator to find out if this option is available to you. To designate a message as bulk, choose Message } Priority } Bulk. Sensitivity By default, all messages in FirstClass are assigned Normal sensitivity. This setting has no effect on the way the message is handled in FirstClass. It is provided as information for the recipient, and could be used by third-party gateways. To designate a sensitivity other than Normal, choose Message } Sensitivity and then choose Personal, Private, or Company. Receipt By default, messages in FirstClass do not generate receipts for the sender. Using FirstClass • Version 3.5 for Mac OS Chapter 6 Using e-mail 65 If you want a receipt when the recipient reads the message, choose Message } Receipt } on Read. If you want a receipt when the message is delivered to the recipient (useful when the recipient is on another server), choose Message } Receipt } on Delivery. If you want a receipt at each stage of the delivery of multi-hop mail (useful for detecting problems in multiserver mail systems), choose Message } Receipt } on Route. To prevent the generation of non-delivery notices (NDNs), choose Message } Receipt } Suppress NDN. Sending and unsending messages This section provides instruction on sending and unsending messages. You might want to unsend a message, for example, if you detect an error in a recently sent message and want to correct it. Sending a message When you are ready to send the message, choose Message } Send. If you close the message without sending it, the following dialog appears. Click one of the following buttons: • Cancel: To return to the message window and continue editing. • Send Now: To send the message. • Don’t Send: If you don’t want to send the message (perhaps you want to work on it later). The message stays in your mailbox with an Unsent flag beside it. Using FirstClass • Version 3.5 for Mac OS Chapter 6 Using e-mail 66 When you send a message, FirstClass stamps a postmark on the top right corner of the envelope. The postmark indicates that the FirstClass Server has received the message and has begun delivery to the recipients. Unsending a sent message You can retract a sent message by using the unsend feature. To unsend a sent message, select or open the message and choose Message } Unsend. An unsent flag appears beside the message in your mailbox and the message history indicates the date and time that you unsent it. Be aware, however, that the recipient may have already read the message. To see whether a recipient has read the message you want to unsend, open the message and choose Message } History. For more information, refer to “Viewing the history of messages” on page 73. A message that has been deleted or moved by a recipient cannot be completely unsent. For example, a message that has been filed (that is, moved into a folder) by a recipient before being unsent by the sender can still be opened and read by the recipient. If, after unsending a message, you receive a warning from the post office that indicates that the message has been deleted, routed, or moved, be aware that the message cannot be completely unsent. Using FirstClass • Version 3.5 for Mac OS Chapter 6 Using e-mail 67 Replying to messages You can respond to a message in your mailbox in several different ways. For example, if the original message was sent to other users at the same time it was sent to you, you can choose to reply to all recipients, or to the sender only. You can include all or part of the text of the original message in your reply, if you want. If you do not choose special handling for your replies, FirstClass automatically handles them according to system defaults. If you want, you can change your personal reply preferences. For more information, refer to “Customizing your Preferences form” on page 109. The procedures in this manual assume that the reply preference on your Preferences form has been set to Automatic. Replying to all recipients To send your reply to all recipients of the original message, follow these steps. 1) Open or select the message. 2) Choose Message } Reply Special } Reply All. FirstClass creates a new, unsent message in your mailbox. Using FirstClass • Version 3.5 for Mac OS Chapter 6 Using e-mail 68 The Subject field contains Re: and the subject of the original message. The name of the sender of the original message appears in the To field. The names of the other recipients of the original message, along with the names of recipients of carbon copies of the original message, appear in the Cc field of the reply. 3) Optional. Add names to, or delete names from, the To, Cc, and Bcc fields. To delete names, select them and press Delete. 4) Type the body of the message. 5) Send the message. Replying to the sender only If the message was addressed to more than one person or conference, you might want to send your reply to the sender only. To do so, follow these steps. 1) Open or select the message. 2) Choose Message } Reply Special } Reply Sender. FirstClass creates a new, unsent message in your mailbox. The Subject field contains Re: and the subject of the original message. Your name appears in the From field, and the name of the original Using FirstClass • Version 3.5 for Mac OS Chapter 6 Using e-mail 69 sender appears in the To field. None of the other original recipients will receive this reply. 3) Optional. Add names in the To, Cc, and Bcc fields. 4) Type the body of the message. 5) Send the message. Including quotations in your reply If you want, you can quote some or all of the text of the original message in the body of your response. When you use the quoting feature, FirstClass also identifies the name of the person you are quoting. Including a total quotation To include the entire text of the original message in your reply, follow these steps. 1) Open the message. 2) Choose Message } Reply with Quote. Using FirstClass • Version 3.5 for Mac OS Chapter 6 Using e-mail 70 FirstClass creates a new, unsent message in your mailbox. The Subject field contains Re: and the subject of the original message. FirstClass completes the From, To, and Cc fields based on your preferences (or the conference reply preference, if you are replying to a message in a conference). The name of the person who sent the message from which the quote was taken appears, in bold, at the top of the lower pane. Immediately below, the text of the original message appears on a gray background. 3) Optional. Add or delete names from the To, Cc, and Bcc fields. 4) Type the body of your reply within or below the quoted text. 5) Send the message. Including a partial quotation If you want to include only part of the original message in your reply, follow these steps. 1) Open the message. 2) Select the text you want to quote. 3) Reply, following the procedure in “Replying to all recipients” on page 67 or “Replying to the sender only” on page 68. Using FirstClass • Version 3.5 for Mac OS Chapter 6 Using e-mail 71 The Subject field contains Re: and the subject of the original message. FirstClass completes the From and To fields of the new message (refer to “Replying to all recipients” on page 67 or “Replying to the sender only” on page 68). It also “quotes” the text of the original message, on a gray background, at the top of the lower pane. 4) Optional. Add names in the To, Cc, and Bcc fields. 5) Type the body of your reply within or below the quoted text. 6) Send the message. Message threads The original message and the reply can be referred to as a message thread. Some message threads consist of an original message and a long series of replies. In a message thread, the first reply has the subject “Re:” followed by the original subject; replies to the reply have the subject “Re(2):” followed by the original subject; and so on. For more information about message threads, refer to “Following message threads” on page 83. Using FirstClass • Version 3.5 for Mac OS Chapter 6 Using e-mail 72 Forwarding messages If you receive a message that should be seen by another user, you can easily forward it to that user. To forward a message, follow these steps. 1) Open or select the message. 2) Choose Message } Forward. FirstClass creates a new message—a copy of the selected message (including attachments). The Subject field contains “Fwd:” and the subject of the original message. Your name, and the name of the original sender of the message, appear in the From field. The To and Cc fields are blank. The text of the original message appears in the lower pane. 3) Address the message by adding at least one name in the To field, and (optionally) one or more names in the Cc and Bcc fields. 4) Optional. Type any additional comments above or below the existing text in the forwarded message. Using FirstClass • Version 3.5 for Mac OS Chapter 6 Using e-mail 73 5) Send the message. Viewing the history of messages In FirstClass, you can view the history of a message—that is, the date it was created, the time and date that recipients read it, and other details. You might find this feature useful, for example, if you were waiting for a reply, and you wanted to know whether the recipient had read the original message yet. To view the history of a message, open or select the message and choose Message } History. Using FirstClass • Version 3.5 for Mac OS Chapter 6 Using e-mail 74 The History window displays details on when the message was created and sent, and when other users read, forwarded, or replied to it. The names of Bcc recipients do not appear in the message history, except to themselves, and to the sender of the message. Keeping your mailbox tidy To keep your mailbox tidy, you can delete messages you no longer need or organize them in folders. Deleting messages If you send and receive many messages, your mailbox can quickly become cluttered. To delete messages from your mailbox, follow these steps. 1) Select the message. (To select multiple messages, press Shift while clicking each one.) 2) Choose File } Delete. Before deleting messages, FirstClass prompts you for verification. 3) Click Delete. Messages expire and are deleted from your mailbox automatically after a period configured by your FirstClass administrator. For more information about expiry dates, refer to “Viewing and changing object information” on page 120. Saving messages as text files You might want to save a message before you delete it or before it expires. You can save it as a plain text file on the hard disk of your computer to ensure that you have a permanent copy. To save a message as text, follow these steps. Using FirstClass • Version 3.5 for Mac OS Chapter 6 Using e-mail 75 1) In the Message list of your mailbox, open the message you want to save. 2) Choose File } Save. 3) Specify where you want to save the message. If you want, you can change the name of the new file, or create a new folder in which it will be saved. 4) Click Save. Using folders To organize your mailbox, you might want to move some of your messages to folders. When you move a message to a folder, it is removed from the summary list of your mailbox but it is still available if you need to refer to it later. To create a folder in your mailbox, follow these steps. 1) Open your mailbox. Using FirstClass • Version 3.5 for Mac OS Chapter 6 Using e-mail 76 2) Choose Conference } New Folder. 3) Select the New Folder icon. 4) Choose File } Get Info. 5) For Name, type the name of the new folder. Using FirstClass • Version 3.5 for Mac OS Chapter 6 Using e-mail 77 In this example, we have chosen the name “Document Library”. 6) Close the form and save the changes. 7) To move a message into the folder, select the message and drag it to the folder. To move multiple messages, press Shift while clicking each one, and then drag all the selected messages to the folder. When you move a message to a folder, you change its expiry date to that of the conference in which the folder is located. This may be different from the original expiry date for the message. For more information about expiry dates, refer to “Viewing and changing object information” on page 120. You can create multiple folders in your mailbox. You can also create folders within folders. Using FirstClass • Version 3.5 for Mac OS Chapter 6 Using e-mail 78 Deleting folders You can delete a folder in much the same way you delete a message. Follow these steps. 1) Select the folder. 2) Press Delete. Before deleting folders, FirstClass prompts you for verification. 3) Click Delete. 4) When you delete a folder, you also delete all contained messages, files, and subconferences. To ensure that you really want to do this, FirstClass prompts you for verification again. Click Delete Original to delete the folder, or Cancel to cancel deletion. Using FirstClass • Version 3.5 for Mac OS C H A P T E R 7 Using conferences Conferences are user forums usually focused on a single topic. For example, your administrator might create a conference devoted to discussions of a particular type of software or product. By monitoring a conference, you can stay abreast of information in the areas it covers. A conference consists of a list of messages, just like the list in your mailbox. With conference messages, you can perform most of the tasks described in Chapter 6, “Using e-mail”. This chapter provides an introduction to the concept of conferences, and describes the tasks that differ from those in the previous chapter. Note: Your FirstClass administrator determines the FirstClass functions that you can use in your system. You might not have the privileges and permissions to perform all the procedures described in this chapter. For more information, refer to “Access to features and conferences” on page 137. Viewing conferences Let’s look at the conferences created by Veritec Inc., the company used in the examples throughout this manual. The Conferences folder contains all the public conferences available on your system. Public conferences are conferences usually accessible by all FirstClass users. (You may also have access to private conferences. For more information, refer to “Private conferences” on page 86.) To view your public conferences, open the Conferences folder on your desktop. If you have subscriptions to private conferences, you can open them Using FirstClass • Version 3.5 for Mac OS Chapter 7 Using conferences 80 from your desktop. If a conference contains items you haven’t read, an Unread flag appears beside the conference icon. To find out about the scope or purpose of a conference, select the conference and choose Conference } About Conference. If your FirstClass administrator has created a description for the conference, it appears when you choose this command. The list of specific conferences available on your system depends on the interests in your user community. If you think there is a need for a conference that your server does not have, ask your FirstClass administrator to create it. Browsing conferences If the conference contains unread mail, an Unread flag appears beside the conference icon. To browse a conference, follow these steps. 1) Double-click the conference icon. The conference summary is similar to the display in your mailbox. Items you have not read are marked with an Unread flag ( ƒ ) and those with file attachments are marked with an attachment icon ( å ). For more information about attachments, refer to Chapter 8, “Transferring files”. 2) To read an individual conference item, double-click it. Using FirstClass • Version 3.5 for Mac OS Chapter 7 Using conferences 81 3) To close the message window, click the close box in its upper left corner. After you have read all the unread messages in the conference, the Unread flag beside the conference icon disappears. You can find and open each unread item in a conference in the same way as you do in your mailbox. For more information, refer to “Finding unread messages automatically” on page 52. Note: Your FirstClass administrator may have set up your system so that some messages must be approved before you can read them. If a message has not yet been approved, it appears in italics in the summary list. You cannot read the message until the moderator of the conference has approved it. Replying to conference items While browsing through a conference, you might see an item to which you want to respond. You can respond to a message in a conference in several different ways. Replying to the conference When you read an item in a conference, you might want to send a reply that all users who subscribe to that conference can read. To send your reply to the conference, follow these steps. Using FirstClass • Version 3.5 for Mac OS Chapter 7 Using conferences 82 1) Open or select the message. 2) Choose Message } Reply Special } Reply Conference. (Depending on the reply preferences for the conference, if your reply preferences are set to Automatic, you might also be able to simply choose Message } Reply. For more information, refer to “Customizing your Preferences form” on page 109.) The Subject field contains Re: and the subject of the original message. Your name appears in the From field, and the name of the conference appears in the To field. 3) Optional. Add names in the To, Cc, and Bcc fields. 4) Type the body of the message. 5) Send the message. Replying to the sender only When you read an item in a conference, you might want to send a reply that only the original sender can read. To send your reply to only the original sender of a message, follow these steps. 1) Open or select the message. 2) Choose Message } Reply Special } Reply Sender. Using FirstClass • Version 3.5 for Mac OS Chapter 7 Using conferences 83 The Subject field contains Re: and the subject of the original message. Your name appears in the From field, and the name of the sender appears in the To field. FirstClass delivers the message to the sender, not to the conference. 3) Optional. Add names in the To, Cc, and Bcc fields. 4) Type the body of the message. 5) Send the message. At times, you may want to reply to the conference, the sender, and all other recipients of the message. To do so, for step 2, choose Message } Reply Special } Reply All. Following message threads As users discuss various topics in a conference, the original message and the set of replies comprise a thread of messages on a particular topic. Every time a user replies to a message, he or she is adding another message to the thread. The Customer Support conference in the following illustration contains several messages—all on the topic of “Problems with XOX”. Using FirstClass • Version 3.5 for Mac OS Chapter 7 Using conferences 84 To follow a message thread, you can use the thread commands. To view the next most recent message in a thread, open or select the message and choose Conference } Open Next in Thread. To view the previous message in the thread, choose Conference } Open Previous in Thread. For example, consider the thread of messages with the subject “Problems with XOX” in the Customer Support conference illustrated above. If you open the original message from Norman Dealey and then choose Open Next in Thread, FirstClass opens the next message, from Roy Allen. If you continue to choose Open Next in Thread, the messages from Norman Dealey and Joan Smith appear. When there are no more messages in the thread, FirstClass notifies you with a beep. If you open the message from Joan Smith, and want to see the previous message, choose Conference } Open Previous in Thread. The message from Norman Dealey appears. Continue to choose Conference } Open Previous in Thread, to view the messages from Roy Allen and Norman Dealey. When there are no previous messages in the thread, FirstClass notifies you with a beep. Sending messages to a conference To send a message to a conference, follow these steps. 1) Open the conference. Using FirstClass • Version 3.5 for Mac OS Chapter 7 Using conferences 85 2) Choose Message } New Message. Your name appears automatically in the From field, and the name of the conference appears in the To field. 3) For Subject, type a subject for the message. 4) Type and edit the body of the message. Using FirstClass • Version 3.5 for Mac OS Chapter 7 Using conferences 86 5) Send the message. FirstClass delivers the message to the conference. You can also use custom forms for messages you send to conferences. For more information about custom forms, refer to “Using other message forms” on page 58. Private conferences Your FirstClass administrator might have given you the permissions to view certain private conferences. For example, on the Veritec desktop on page 45, Customer Support and Useful Software are private conferences, made accessible to this user by the FirstClass administrator. If you have access to any private conferences, their icons, or a special folder, also appear on your desktop. Using FirstClass • Version 3.5 for Mac OS C H A P T E R 8 Transferring files Using FirstClass, you can transfer files in both directions—from your computer to the server, or from the server to your computer. When you transfer files, you don’t need to worry about the type of file transfer being used. FirstClass handles the file transfer—whether it is over a modem connection or a network connection. File transfers occur in the background. While FirstClass is transferring a file to your computer or to the server, you can perform any other FirstClass activity, such as creating and sending mail. You can start a second file transfer without waiting for the first one to finish. FirstClass handles multiple simultaneous file transfers, in both directions. Only one transfer occurs at a time, but as soon as the active transfer finishes, the next one begins. Note: Your FirstClass administrator determines the FirstClass functions that you can use in your system. You might not have the privileges and permissions to perform all the procedures described in this chapter. For more information, refer to “Access to features and conferences” on page 137. Transferring files to the server You can transfer files to other FirstClass users in two different ways. You can attach an unlimited number of files to any message you send. Depending on your conference permissions, you may also be able to upload files directly to a folder or conference. When you transfer a file, you don’t need to know what kind of computer the recipient is using. FirstClass makes sure that the recipient can receive the file. Note: To be able to use a transferred file, the recipient must have the appropriate application. For example, if you send an Excel spreadsheet, the recipient must have Excel or another application that can open an Excel document. Transferring a file by attaching it to a message To send a message with an attached file to the FirstClass Server, follow these steps. Using FirstClass • Version 3.5 for Mac OS Chapter 8 Transferring files 88 1) Create a new message as usual. 2) Choose File } Attach File. 3) Select the file you want to attach to your message. 4) Select Open and press Return. FirstClass begins transferring the file to the server. The status of the file transfer appears in the File Transfer Progress display. When the transfer is complete, the File Transfer Progress display disappears and the file appears in the Attachments field near the bottom of the message envelope. The time required for the transfer varies depending on the size of the file and the speed of your connection. If you can’t see the Attachments field, move the split bar ( ) downward by positioning the mouse on the bar, pressing the mouse button, and dragging the bar downward. Using FirstClass • Version 3.5 for Mac OS Chapter 8 Transferring files 89 5) Repeat this procedure for each file you want to attach to the message. 6) Send the message. You cannot send the message until all transfers are complete. To terminate a file transfer before it is complete, close the File Transfer Progress display. If you terminate the file transfer and do not send the message, you can resume it later. For more information, refer to “Resuming a file transfer to the server” on page 94. To remove an attachment from your message, select the attachment and press Delete. You cannot delete attachments after you send a message. If you are using a modem connection, or if the users who will be downloading the file are using a modem connection, consider compressing the file before you attach it. Compressed files can be transferred faster, reducing the length of your phone calls. Transferring a file by uploading it directly If you want, you can upload a file directly into a folder or conference on the FirstClass Server, without attaching it to a message. However, it is usually preferable to enclose the file in a message as an attachment, so that you can include descriptive information in the message body. For more information, refer to “Transferring a file by attaching it to a message” on page 87. Using FirstClass • Version 3.5 for Mac OS Chapter 8 Transferring files 90 To upload a file directly to a folder or conference, follow these steps. 1) Open the folder or conference to which you want to transfer the file. 2) Choose File } Upload. 3) Select the file you want to transfer. The file appears directly in the list for the folder or conference, rather than within a message. 4) You can change the wording “Uploaded File” in the list to make it more descriptive. To do so, choose File } Get Info, and change the description in the Subject field. To terminate a file transfer before it is complete, close the File Transfer Progress display. If you terminate the file transfer, you can resume it later. For more information, refer to “Resuming a file transfer to the server” on page 94. Transferring files to your computer The method you use to transfer a file to your computer depends on whether it was attached to a message, or uploaded directly to a folder or conference. To be able to use a transferred file, you must have the appropriate application. For example, if you download an Excel spreadsheet, you must have Excel or another application that can open an Excel document. Using FirstClass • Version 3.5 for Mac OS Chapter 8 Transferring files 91 Note: Your FirstClass administrator may have set up your system so that some messages and uploaded files must be approved before you can transfer them to your computer. For example, your FirstClass system may require approval for all messages containing attachments, and all uploaded files. This option allows files to be checked for viruses before they are made publicly available. If a message with an attachment, or an uploaded file, has not yet been approved, it appears in italics in the summary list. You cannot transfer the file to your computer until the moderator of the conference has approved it. Previewing an attached file You might want to preview an attached file before transferring it to your computer. You can preview text files, pictures, and sound files. To preview the attachment, press Option while double-clicking the attachment. Transferring a file attached to a message If a file has been attached to a message by the sender, an attachment icon ( å ) appears beside the message in the summary list. In the following summary list, the first message contains attachments. The envelope for this message contains an Attachments field. The following message has two attached files. Using FirstClass • Version 3.5 for Mac OS Chapter 8 Transferring files 92 To transfer an attachment to your computer, follow these steps. 1) Open the message containing the attachment. 2) If you can’t see the Attachments field, move the split bar ( ) downward by positioning the mouse on the bar, pressing the mouse button, and dragging the bar downward. 3) Double-click the attachment, or select the attachment and choose File } Save Attachment. 4) Select the folder in which you want to save the file (the default folder is Download in the FirstClass Client folder). 5) Click Save. Using FirstClass • Version 3.5 for Mac OS Chapter 8 Transferring files 93 FirstClass begins transferring the file to your computer. The status of the file transfer appears in the File Transfer Progress display. When the transfer is complete, the window disappears. The time required for the transfer varies depending on the size of the file and the speed of your connection. To terminate the file transfer before it is complete, close the File Transfer Progress display. If you terminate the file transfer, you can resume it later. For more information, refer to “Resuming a file transfer to your computer” on page 95. If you try to disconnect from the server or quit FirstClass while a file transfer is in progress, the following message appears. Click Disconnect Now to disconnect from FirstClass immediately, or click Cancel to stay connected. If you disconnect from FirstClass, the file transfer terminates. (If you do nothing, you will disconnect from the server automatically when the transfers are complete.) Transferring an uploaded file If a file has been uploaded directly to a folder or conference, without being attached to a message, the file appears in the summary list. Unless the sender has changed the description, the file appears with the description “Uploaded File”. In the following summary list, the first item is an uploaded file. Using FirstClass • Version 3.5 for Mac OS Chapter 8 Transferring files 94 To transfer an uploaded file to your computer, select the file, choose File } Download, and select the folder in which you want to save the file, as described in “Previewing an attached file” on page 91. To terminate the file transfer before it is complete, close the File Transfer Progress display. If you terminate the file transfer, you can resume it later. For more information, refer to “Resuming a file transfer to your computer” on page 95. Resuming interrupted file transfers If a file transfer is interrupted for some reason (for example, as a result of a connection failure), you don’t need to transfer the entire file again. You can instruct FirstClass to transfer only the part of the file that was not successfully transferred. This feature is especially useful if you are using a slow or expensive connection to the FirstClass Server. Resuming a file transfer to the server If a file transfer is interrupted while you are transferring a file to the server (either by attaching it to a message, or by uploading it directly), a special icon ( Å ) next to the filename indicates that only part of the file was transferred. You can resume the transfer to the server at any time. To do so, simply repeat the transfer procedure you followed originally. Be sure to select the file with the icon ( Å ) before you click Open. Using FirstClass • Version 3.5 for Mac OS Chapter 8 Transferring files 95 For more information, refer to “Transferring a file by attaching it to a message” on page 87 or “Transferring a file by uploading it directly” on page 89. The file transfer resumes where it left off. Resuming a file transfer to your computer If a file transfer is interrupted while you are transferring a file to your computer (whether attached to a message, or uploaded directly), a special icon ( Å ) next to the filename indicates that only part of the file was transferred. You can resume the transfer to your computer at any time. To do so, follow these steps. 1) Repeat the transfer procedure you followed originally. For more information, refer to “Previewing an attached file” on page 91 or “Transferring an uploaded file” on page 93. If you select the same destination this time as you did originally, a confirmation message appears. 2) Click Replace. The file transfer resumes where it left off. Using FirstClass • Version 3.5 for Mac OS Chapter 8 Transferring files 96 Using FirstClass • Version 3.5 for Mac OS C H A P T E R 9 Searching FirstClass provides a Search feature you can use to search for specific text in a message or document, or to search a conference, folder, external directory, or external drive for all the items that contain specific text. Searches occur in the background. While FirstClass is performing a search, you can create and send mail, read mail or conference items, or perform any other FirstClass activity. Note: Your FirstClass administrator determines the FirstClass functions that you can use in your system. You might not have the privileges and permissions to perform all the procedures described in this chapter. For more information, refer to “Access to features and conferences” on page 137. Searching messages and documents To search for text in a message or document, follow these steps. 1) Open the message or document. 2) Choose File } Search. 3) Type the text you want to find. 4) Click Find. Using FirstClass • Version 3.5 for Mac OS Chapter 9 Searching 98 FirstClass scrolls to the first occurrence of the text, and highlights it. 5) To scroll to the next occurrence of the text, choose File } Search Next. Searching conferences and folders To search a conference or folder for the items containing specific text, follow these steps. 1) Open the conference or folder you want to search. 2) Choose File } Search. 3) For Search For, type the text you want to find. 4) Specify the parameters of your search by selecting any of the following options. Using FirstClass • Version 3.5 for Mac OS Chapter 9 Searching 99 Search Subject/File Name: Searches for the text in the subject of the message, or in the name of an uploaded file. Search Sub Conferences & Folders: Searches all items, subconferences, and subfolders in all subconferences and subfolders of the current window. Selecting this option can increase the search time significantly. Search Content of Documents: Searches for the text in the body of the messages and documents. Selecting this option can increase the search time significantly. Search Attachment Names: Searches for the text in the message attachments. This option is useful when you have seen an attached file you want, but have forgotten where it is. For example, suppose you remember seeing a copy of a new settings document for your FirstClass system, but you forget what conference it was in. Open the Conferences folder, choose File } Search, and select Search Sub Conferences & Folders and Search Attachment Names. To search for all messages with attachments, select this option and leave Search For blank. Search “From” Name: Searches for the text in the From field on the message envelope. Use this option if you want to search your mailbox for every message sent by a specific user. Search “To/CC” Names: Searches for the text in the To and Cc fields on the message envelope. Note: If you are logged into a large system, you should restrict your search as much as possible. Searching through many large conferences can be time-consuming. Using FirstClass • Version 3.5 for Mac OS Chapter 9 Searching 100 In this example, we are searching the subjects and contents of documents in the Document Library folder for the text “modem”. We are also searching all subconferences and subfolders in this folder. 5) Click Search. As items are found that match the search criteria, they appear in the search summary window. As the search progresses, the name of the conference or folder currently being searched appears in the top right corner of the window. In this example, the Document Library folder is being searched. 6) To open an item in the list summary window, double-click it. You don’t have to wait for the search to finish before you open items—you can open items as soon as they appear in the search summary window. When the search is complete, FirstClass notifies you with a beep. You can cancel a search at any time by closing the search summary window. Using FirstClass • Version 3.5 for Mac OS Chapter 9 Searching 101 Searching external folders and drives Your FirstClass administrator can create links from FirstClass to external folders, on a hard disk or CD-ROM. These links appear as folders on your desktop, and you can search them just as you search any other folders or conferences. To search an external folder, follow these steps. 1) Open the folder. 2) Choose File } Search. Note: Only the checkboxes on the left apply to searches on external folders. FirstClass ignores the checkboxes on the right. 3) For Search For, type the text you want to find. 4) Specify the parameters of your search by selecting any of the following options. Search Subject/File Name: Searches for the text in the subject of the message, or in the name of an uploaded file. Search Sub Conferences & Folders: Searches all items, subconferences, and subfolders in all subconferences and subfolders of the current window. Selecting this option can increase the search time significantly. Search Content of Documents: Searches for the text in the body of the messages and documents. Selecting this option can increase the search time significantly. Using FirstClass • Version 3.5 for Mac OS Chapter 9 Searching 5) Click Search. A search summary displays the matching items. 6) To open an item in the search summary window, double-click it. 102 For more information on external folders, refer to “Accessing external folders and disk files” on page 145. Using FirstClass • Version 3.5 for Mac OS C H A P T E R 1 0 Chatting Through FirstClass, you can engage in private or public chats. Chats are real-time conversations or group discussions with other users currently connected to the server. You can initiate private chats, or you can participate in public chats set up by your FirstClass administrator. Private chats are usually impromptu conversations. Public chats often pertain to a specific topic. The FirstClass Client ships with one type of chat (text chat). However, there may be other chat types available to you. To find out if there are any other chat types available to you, contact your FirstClass administrator. You can participate in multiple private chats, public chats, or both simultaneously. To switch from one chat to another, just click in the window of the chat you want to make active. Note: Your FirstClass administrator determines the FirstClass functions that you can use in your system. You might not have the privileges and permissions to perform all the procedures described in this chapter. For more information, refer to “Access to features and conferences” on page 137. Initiating a private chat A chat is an impromptu, real-time conversation with other users. To start a private chat, follow these steps. 1) From the main menu, choose Service } Private Chat } Text Chat (or any other type of chat available to you). Using FirstClass • Version 3.5 for Mac OS Chapter 10 Chatting 104 You are the only person in the chat. To include others, you must invite them. 2) Click Invite. The Directory dialog displays the names of all users currently logged in. (Only users who are logged into FirstClass can participate in a chat.) Users whose names appear in italics cannot be invited to join a chat. These users do not have the Chat privilege, or they have selected the Don’t Accept Chat Invitations option in their Preferences form. For more information on preferences, refer to “Customizing your Preferences form” on page 109. 3) Double-click the name of the user you want to invite to the chat. To invite multiple users, press Shift while clicking the name of each user. Using FirstClass • Version 3.5 for Mac OS Chapter 10 Chatting 105 The selected users receive chat invitations—unless they are already engaged in a chat, or have set their Preferences forms to automatically decline chat invitations. They can choose to accept or decline the invitation. If they accept, a message appears in the lower pane of your chat window (the chat transcript) announcing that they have joined the chat. If they decline, no response appears. FirstClass maintains the list of chat participants. When users join the chat, their names are added to the Participants list. When users leave the chat, their names are removed from the list. 4) To contribute to a chat, type your message and click Send. After several participants have sent messages to the chat, it looks something like this. Using FirstClass • Version 3.5 for Mac OS Chapter 10 Chatting 106 You can use the scroll bars to scroll up and down through the text of the chat. To prevent the chat from scrolling down as new messages are added, click the Scroll Lock checkbox. 5) If you want, you can turn off chat sounds (such as the sound that indicates another user has joined the chat). To do so, click the Sounds checkbox to remove the check mark. 6) When you are finished, leave the chat by closing the chat window. You can copy text from a chat onto the clipboard, or you can save a transcript of the chat session to a text file. To copy text to the clipboard, select the text and choose Edit } Copy. To save a chat transcript, choose File } Save as Text. Joining a public chat Your FirstClass administrator can set up public chats. These chats usually pertain to a specific topic and appear as icons inside a folder or conference. Using FirstClass • Version 3.5 for Mac OS Chapter 10 Chatting 107 In this example, the Sales & Marketing conference contains a public chat named “Sales Discussion”. A red chat balloon (like the following) beside a public chat indicates that the chat has active participants. ˙ Chat balloon To join a public chat, double-click the chat icon. The chat window opens. You can invite people to join a public chat, and you can contribute to public chats, just as you can with a private chat. For more information, refer to “Initiating a private chat” on page 103. To leave a public chat, close the chat window. Responding to chat invitations If you are invited to a private or public chat, a dialog such as the following appears. Using FirstClass • Version 3.5 for Mac OS Chapter 10 Chatting 108 To join the chat, click Accept. The chat window opens, and your name is added to the Participants list on the screens of all other participants. To refuse the chat invitation, click Decline. The chat invitation window disappears. FirstClass does not notify the participants that you have declined the invitation. If you are already engaged in a chat, you will not receive any invitations extended to you. If you do not want to receive chat invitations, you can set your Preferences form to automatically decline invitations to chat. For more information, refer to “Customizing your Preferences form” on page 109. Note: Before you respond to an invitation, or while you are participating, you might want to know something about the person who invited you or the other participants. This information appears in the person’s résumé. You can view a participant’s résumé by double-clicking his or her name. Using FirstClass • Version 3.5 for Mac OS C H A P T E R 1 1 Personalizing FirstClass Every user has a FirstClass account. You can set up some of the features of your account to meet your own needs and preferences. This section describes how to perform the following tasks: • customizing your Preferences form • changing your password • creating and editing your résumé • using personal mail lists • customizing your desktop • customizing your toolbar • using the 3D Look command • using the Network Notification utility Customizing your Preferences form FirstClass allows you to set preferences for your mailbox and for the chat feature. You can also set up auto-forwarding and auto-reply in your Preferences form. To change your Preferences form, follow these steps. 1) From the main menu, choose Edit } Preferences. Using FirstClass • Version 3.5 for Mac OS Chapter 11 Personalizing FirstClass 110 2) In the Mailbox Preferences section, enter information in the following fields: Show Items in Conferences in Reverse Order: Whether you want messages in conferences to be sorted with the newest item at the top and the oldest item at the bottom. This option is selected by default. Show Only Unread Items in Conferences and Mailbox: Whether you want only items with Unread flags to appear in conferences and in your mailbox. This option is useful if you connect by modem, because it reduces the time required to transfer a conference or mailbox. Reply Preference: How you want FirstClass to address replies to a message. Select one of the following options: — Automatic: Select this option to address replies to a private message to the original sender (and any other recipients in the Cc field), or to address replies to a conference message to the conference. — Reply All: Select this option to address replies to all recipients, for both private messages and conference messages. Using FirstClass • Version 3.5 for Mac OS Chapter 11 Personalizing FirstClass 111 — Reply Sender: Select this option to address replies to the sender only, for both private messages and conference messages. 3) In the Chat Preferences section, enter information in the following fields: Don’t Accept Invitations: Whether you want to prevent other users from inviting you to chat. If you set this option, your name is italicized in the FirstClass Directory. Sounds During Chat and Invite: Whether you want to turn on sounds during chats. You can override this option for individual chat sessions, if you want. For more information, refer to “Initiating a private chat” on page 103. 4) In the Mail Rules section, enter information in the following fields: Forward My Mail: Whether you want mail sent to your mailbox to be automatically forwarded to another user or to a conference. This option is useful, for example, if you go on vacation and you want your mail answered by someone else. If you select this option, also type the name of the user or conference to whom you want your mail forwarded. To use this feature, you must have the automatic forwarding and reply privilege. For more information, refer to “Privileges” on page 137. Reply Automatically: Whether you want FirstClass to send a reply automatically to every message received in your mailbox. This option is useful, for example, if you go on vacation and you want to notify other users of your return date. To use this feature, you must have the automatic forwarding and reply privilege. For more information, refer to “Privileges” on page 137. Reply Text: If you selected the Reply Automatically option, type the body of the message you want to send. 5) Close the form and save the changes. Using FirstClass • Version 3.5 for Mac OS Chapter 11 Personalizing FirstClass 112 Changing your password To change your password, follow these steps. 1) Choose Service } Change Password. 2) Enter information in the following fields: Old Password: Your old password. New Password: Your new password. Use a maximum of twelve characters. To make it hard for someone to guess your password, try to mix numbers and letters. Don’t use your own name or user ID, or any other easily-guessed word, such as your birthdate, or the name of a family member or pet. Retype Password: Your new password. Retype it to verify it. 3) Click OK. Creating and editing your résumé Each user can have a résumé. The résumé contains information about the user, and is visible to anyone able to view résumés. To edit your résumé, choose Edit } Résumé. Using FirstClass • Version 3.5 for Mac OS Chapter 11 Personalizing FirstClass 113 In the top right corner of the résumé, type your name. In the top left, you can paste a picture, if you want. To do so, save a picture to the clipboard in uncompressed PICT format, and then choose Edit } Paste. In the bottom pane of the résumé, type any information that you think would be useful to other users. For ideas about what to write, view the résumés of other users on your system. You can view a résumé by doubleclicking a user’s name the FirstClass Directory, a Who’s Online list, the To, Cc, and Bcc fields of a message envelope, or the Participants list in a private or public chat. Using the address book You can use personal mail lists to make it easier to send mail to groups of users. For example, if you often send mail to the three members of the Training Task Force, you can create a personal mail list for this group. Then, when you want to send mail to the group, instead of typing three addresses, you only need to type the name, or the first few letters of, the personal mail list (“Training Task Force”). You can use personal address forms to store phone numbers and addresses of users on your FirstClass system. Creating a new personal mail list To create a new personal mail list, follow these steps. 1) Choose Service } Address Book. 2) Click New Personal Mail List. Using FirstClass • Version 3.5 for Mac OS Chapter 11 Personalizing FirstClass 114 3) For Name, enter the name of the mail list. 4) To add names manually, type the names of the group members in the Members field. Skip to step 6. 5) To use the FirstClass Directory to insert names into the mail list, follow these steps. a. Click Dir. Using FirstClass • Version 3.5 for Mac OS Chapter 11 Personalizing FirstClass 115 b. Select the name of the person you want to add and click Select. c. Close the FirstClass Directory. 6) Close the mail list and save your changes. Using FirstClass • Version 3.5 for Mac OS Chapter 11 Personalizing FirstClass 116 FirstClass inserts the name of the mailing list, and the first person in the list, into the Address Book folder. Creating a new personal address form To create a new personal address form, follow these steps. 1) Choose Service } Address Book. 2) Click New Personal Address. Using FirstClass • Version 3.5 for Mac OS Chapter 11 Personalizing FirstClass 117 3) For Name, type the name of the person for whom you are making the form. 4) For Phone, enter the telephone number of the user. 5) To add the e-mail address of the user manually, type the e-mail address of the user in the E-mail field. Skip to step 7. 6) To use the FirstClass Directory to insert names into the Address form, follow these steps. a. Click Dir. b. Select the name you want to add and click Select. c. Close the FirstClass Directory. 7) For Detail, enter the address, or any other appropriate information. Using FirstClass • Version 3.5 for Mac OS Chapter 11 Personalizing FirstClass 118 8) Close the address form and save your changes. When you have finished creating your first mail list or address form, FirstClass adds an icon for the address book to your desktop. Customizing your desktop You can customize your desktop so that it contains the conferences that you use most often. Using FirstClass • Version 3.5 for Mac OS Chapter 11 Personalizing FirstClass 119 Making an alias of a conference If you monitor a particular conference frequently, you might want to put an alias of it on your desktop. Making an alias of a conference has several advantages. • You can open the conference more easily. Instead of navigating through various conferences and subconferences, you can just double-click the alias on your desktop. • You can see from your desktop whether the conference contains unread mail. To make an alias of a conference, select the conference and choose Conference } Make Alias. FirstClass places a copy of the conference icon on your desktop. You can move the icon anywhere on your desktop by dragging it to the desired location. For finer placement, select the conference, and hold the Option key while adjusting the icon’s position with the arrow keys. For example, the Customer Support conference on the Veritec FirstClass system is located in the Conferences folder. Roy Allen, in Veritec’s Customer Support department, regularly monitors this conference. So, he has placed the conference on his desktop. Using FirstClass • Version 3.5 for Mac OS Chapter 11 Personalizing FirstClass 120 When Roy Allen logs into FirstClass, he can see immediately whether the Customer Support conference contains unread items. He can also see when new mail arrives in the conferences on his desktop. You can delete an alias from your desktop by selecting the alias and choosing File } Delete. Deleting the alias has no effect on the original conference. Viewing and changing object information You can view and change some information about messages, documents, and folders, including their expiry date, icon, and subject. To be able to change object information, you must have the necessary privileges. For more information, refer to “Privileges” on page 137. To view or change object information, follow these steps. 1) In the summary list, select the item. 2) Choose File } Get Info. Using FirstClass • Version 3.5 for Mac OS Chapter 11 Personalizing FirstClass 121 3) Modify information in the following fields as necessary. (Depending on your permissions for a particular conference, you may not be able to change items in some conference messages.) Name: To change the object name, type the filename or, in the case of a message or conference item, the sender or recipient of the message. Subject: To change the subject of the file or message. Icon: To change the icon, double-click the icon in this form. A list of available icons appears. Double-click the one you want to use. Kind: Display only. The classification of the object. Objects classified as Message, Conference Item, or Text can be viewed in FirstClass. Objects classified as File cannot be viewed, but they can be uploaded, downloaded, or attached to other messages. Size: Display only. The size of the file, in kilobytes. Where: Display only. The path to the object’s location in FirstClass. Creator: Display only. The name of the person who created the object. Created: Display only. The date and time the object was created. Modified: Display only. The date and time the object was last modified. Using FirstClass • Version 3.5 for Mac OS Chapter 11 Personalizing FirstClass 122 Expires: Display only. The date and time the object will be automatically deleted. To change the expiry date and time, edit the Expire In field. Expire in: All messages and files on FirstClass are assigned an expiry date when they are created. (This date is set by your FirstClass administrator and is often 60 days from the date of creation.) The system automatically deletes the message or file on its expiry date. Expiry dates keep mailboxes and conferences tidy and remove old messages that could otherwise fill up the server’s hard disk. To change the number of days that the item will be retained before automatically being deleted, select a time period from the list, or type the number of days in the field. If you don’t want an item to be deleted, select Never from the list. Unsent: Display only. Indicates that the object has not been sent. To unsend a sent message, choose Message } Unsend. Unread: Display only. Indicates that the object has not been read. Protected: If this option is selected, the object is protected, and it cannot be deleted or changed by other users. To change the Protected status of the object, click the checkbox to insert or remove the check mark. Auto Open: If this option is selected, the object is set for auto open, and if it is unread, it opens automatically. For example, if you set this option for a conference item, the item opens every time a user enters the conference. This option is useful for important announcements that you want everyone to see. To change the Auto Open status of an object, click the checkbox to insert or remove the check mark. 4) Close the form and save the changes. Organizing windows When you have several windows open at once, you can cut and paste information between different messages, upload and download files in the background, and conduct chats in other windows. To help organize your windows, FirstClass provides two options: tiling and stacking. Using FirstClass • Version 3.5 for Mac OS Chapter 11 Personalizing FirstClass 123 When your screen becomes cluttered, you can choose View } Tile. Each open window is resized and displayed on the screen. When your screen becomes cluttered, you can also choose View } Stack. The windows are stacked so that all the title bars are visible. Using FirstClass • Version 3.5 for Mac OS Chapter 11 Personalizing FirstClass 124 The advantage in stacking over tiling is that stacking takes up less room on your screen. Tiling windows uses up almost every available portion of the screen to display all the windows. To cycle between windows, choose View } Next Window. This command cycles through each FirstClass window, making it active. Organizing items within a window Just as you can organize the windows on your desktop in several different ways, you can also organize the items within a window. By default, list windows are organized by date, and windows containing icons only (such as the desktop) are organized by icon. However, often, you can change the organization to suit your needs. In the following example, the items in the message list are organized by date. If you wanted to find a very large message quickly, you could choose View } by Size and View } Reverse Order, thereby bringing the large messages to the top of the list. Using FirstClass • Version 3.5 for Mac OS Chapter 11 Personalizing FirstClass 125 To display entries in the current window using icons, choose View } by Icon. To display entries in the current window as a list sorted in date order, with the oldest item at the top, choose View } by Date. To display entries in the current window as a list sorted in alphabetical order by sender’s name, choose View } by Name. To display entries in the current window as a list sorted in alphabetical order by subject, choose View } by Subject. To display entries in the current window as a list sorted in order of increasing size, choose View } by Size. To display entries in the current window as a list sorted by status, choose View } by Status. The list is sorted as follows: outgoing messages are displayed first, sorted first into normal and urgent messages, and then by date. Incoming messages are displayed last, also sorted into normal and urgent messages, and then by date. To reverse the sort order, choose View } Reverse Sort. Lists sorted by date are displayed with the latest message first; lists sorted alphabetically are displayed in reverse alphabetical order (starting with “z”); lists sorted by size are displayed with the largest item first; and lists sorted by status are displayed with the newest urgent messages at the top. Using FirstClass • Version 3.5 for Mac OS Chapter 11 Personalizing FirstClass 126 To arrange icons neatly on a grid, select the icons and choose View } Clean Up Icons. If a message window is not large enough to display the entire message, you can scroll through the message. You can also enlarge the window manually by moving the resize box, or automatically by choosing View } Zoom. Customizing the toolbar You can customize the FirstClass toolbar by adding and removing buttons, changing the size of the buttons, moving the toolbar to the most convenient location on your screen, and, if you choose a floating toolbar, sizing the toolbar using the mouse. Adding buttons To add a button for a command that you use frequently, follow these steps. 1) Choose View } Customize Toolbar. 2) Locate the button you want by choosing the appropriate menu category. For example, to find the New Message button, choose the Message category. Using FirstClass • Version 3.5 for Mac OS Chapter 11 Personalizing FirstClass 127 As you place the cursor over each button, a description of the command appears in the lower left corner of the form. 3) Click the button you want and drag it to the desired location on the toolbar. In this example, we are adding the Message History button. The new button is added to the toolbar. Removing buttons To remove a button from the toolbar, follow these steps. 1) Choose View } Customize Toolbar. 2) On the toolbar, click the button that you want to remove. 3) Drag the button to the Buttons section of the Customize Toolbar dialog. The button is removed from the toolbar. Using FirstClass • Version 3.5 for Mac OS Chapter 11 Personalizing FirstClass 128 4) Close the Customize Toolbar dialog. Sizing the toolbar buttons You can change the appearance of the toolbar buttons to best suit your needs. Choose View } Customize Toolbar. Select a button type from the Button Type menu. You can choose from large and small buttons, with text or icons, or both (large buttons only). Positioning the toolbar You can change the position of the toolbar on your desktop. The default position for the toolbar is across the top of the screen, but you can move it to the bottom, right side, or left side of the screen. Or, you can leave the toolbar “floating” on your screen—that is, you can drag it to any location that is convenient for you. To change the position of the toolbar, choose View } Customize Toolbar. Using FirstClass • Version 3.5 for Mac OS Chapter 11 Personalizing FirstClass 129 Choose Top, Bottom, Left, Right, or Floating from the Position menu. Sizing the floating toolbar To change the size and shape of the floating toolbar, position the mouse at the bottom right corner of the toolbar so that the cursor changes to a sizing arrow. Drag the border of the toolbar until it is the desired size and shape. Using the 3D Look command You can use the 3D Look command to customize the appearance of your FirstClass account. By default, screens in the FirstClass Client for Mac OS are displayed without the 3D Look. Choosing the 3D look will change the appearance of most of the forms in FirstClass; in the following example we show how the Preferences form will change. To apply the 3D look, choose Edit } 3D Look. Using FirstClass • Version 3.5 for Mac OS Chapter 11 Personalizing FirstClass 130 To disable the 3D look, choose Edit } 3D Look again. Using the network notification utility The FirstClass Network Notifier tells users connected by an AppleTalk network of new incoming mail when they are not logged into the FirstClass Using FirstClass • Version 3.5 for Mac OS Chapter 11 Personalizing FirstClass 131 Server. The FirstClass Network Notifier can only be used over an AppleTalk compatible network. This section explains how to install and configure the FirstClass Network Notifier. Installing the software If you chose a Typical install when you installed the FirstClass Client, the FirstClass Network Notifier was automatically installed. If you didn’t install the FirstClass Network Notifier when you installed the FirstClass Client, follow these steps to install it now. 1) Double-click FirstClass Client Install. The splash screen appears. 2) Click Continue. 3) If you do not want to install the application in the location that FirstClass suggests, click Switch Disk and select the volume on which you want to install the software. 4) Select Custom Install. Using FirstClass • Version 3.5 for Mac OS Chapter 11 Personalizing FirstClass 132 5) Select the FirstClass Network Notifier. (Make sure the other options are not selected.) 6) Click Install. Upgrading the Network Notifier If you are upgrading an existing version of the FirstClass Network Notifier, in your hard drive folder, follow these steps. 1) Find the old FirstClass Notification from your Apple Menu Items folder, the old FirstClass INIT from your Extensions folder, and the old FirstClass Notify Prefs file from your Preferences folder, and drag each to the trash. 2) Log into SoftArc Online using FirstClass. For more information, refer to “Obtaining software upgrades” on page 22. 3) Download the compressed archive file FirstClass notify.sea from SoftArc Online (Conferences } Software Libraries } FirstClass Software } FirstClass Macintosh Client). 4) Using Stuffit Expander, extract the files from the notify.sea archive. Using FirstClass • Version 3.5 for Mac OS Chapter 11 Personalizing FirstClass 133 5) Drag and drop the FirstClass® Notify folder on your System folder. 6) Click OK. Configuring the FirstClass Network Notifier To configure the FirstClass Network Notifier, follow these steps. 1) Log off from FirstClass. 2) From the Apple menu, choose the Chooser. 3) Click the FirstClass Notify icon. Using FirstClass • Version 3.5 for Mac OS Chapter 11 Personalizing FirstClass 134 4) For AppleTalk Zones, select the zone in which your FirstClass Server is located. 5) For Select a FirstClass® Server, select your server from the list. If you do not see your FirstClass Server in the Chooser, or if you do not know the name of your server, contact your FirstClass administrator. 6) Click Setup. 7) Enter information in the following fields: UserID: The user ID you use to log into the server. Password: The password you use to log into the server. 8) Optional. FirstClass Notify is set, by default, to notify you of mail by displaying a popup window and by beeping. You can make any or all of the following selections: Using FirstClass • Version 3.5 for Mac OS Chapter 11 Personalizing FirstClass 135 Sound: Select this option if you want FirstClass to play a “ping” sound when new mail arrives. Flashing menu bar icon: Select this option if you want FirstClass to display a flashing mail icon on the menu bar when new mail arrives. Popup window: Select this option if you want FirstClass to display a small window showing the sender and subject when new mail arrives. 9) Click OK. 10) Close the Chooser window. 11) If you are running System 7.5 (or later), ensure that the FirstClass Notify extension is selected in the Extensions manager. 12) Restart your Macintosh. If the Popup window option is selected, the following popup window will appear on your computer screen whenever a message arrives in your mailbox. FirstClass notifies you of mail whenever you are connected to your network, even if you are not logged into FirstClass. ! Warning: If you are using a screen saver program which requires a password when reactivating your screen, turning on the popup window option in FirstClass Notify may cause your computer to freeze up. To avoid this potential problem, turn off the popup window option in FirstClass Notify, or turn off password protection in your screen saver program. Using FirstClass • Version 3.5 for Mac OS Chapter 11 Personalizing FirstClass 136 Using FirstClass • Version 3.5 for Mac OS C H A P T E R 1 2 Beyond the basics This chapter discusses advanced topics of interest to users familiar with basic FirstClass features. It explains how privileges and permissions work, and describes how to perform the following tasks: • finding out your session status, including how long you have been connected • refreshing your settings document • finding out who else is currently logged in • searching the FirstClass Directory • accessing external subfolders and files Access to features and conferences As described in this guide, there are many features available for use in FirstClass. However, you may not be able to use all possible features. The features that you can use are determined by your privileges. Similarly, for each conference within your FirstClass system, a wide range of activities can be performed. However, the activities that you can perform in any individual conference are determined by your permissions within that conference. Privileges When you use FirstClass, many features may be available, as displayed in menus and in dialogs. However, depending on your requirements, security restrictions, and other factors, you may not be able to use all possible features. The features that you can use are determined by the privileges assigned to you by your FirstClass administrator. For some features related to conferences, you need both a privilege and a corresponding permission. For more information on conference permissions, refer to “Permissions” on page 139. Depending on your assigned privileges, you may be allowed to perform some or all of the following tasks: Using FirstClass • Version 3.5 for Mac OS Chapter 12 Beyond the basics 138 • sending and receiving private mail • accessing conferences (the level of access you have for each conference is determined by the conference permissions) • chatting with other users • searching • uploading files or attachments (transferring files to the server or attaching files to messages you send) • downloading files or attachments (transferring files to your computer, or saving files attached to conference items or messages you receive) • creating new conferences • unsending mail • making messages urgent • forwarding messages • changing the expiry date on messages and files you send to other users and conferences Even if you do not have this privilege, you can change the expiry date on messages in your own mailbox. • viewing résumés • viewing unlisted users • viewing user information • editing user information • editing your Preferences form • connecting to the server using a terminal or terminal emulator Using FirstClass • Version 3.5 for Mac OS Chapter 12 Beyond the basics 139 • connecting to the server using a graphical interface (FirstClass Client for DOS, FirstClass Client for Mac OS, or FirstClass Client for Windows) • turning off the unread flag for a message or conference • requesting receipt notifications for messages you send • setting up automatic forwarding and reply • creating and using address books If you need a privilege you don’t have, contact your FirstClass administrator. Permissions As described in Chapter 7, “Using conferences”, conferences are user discussion groups set up by your FirstClass administrator. For each conference within your FirstClass system, a wide range of activities can be performed. However, depending on your requirements, security restrictions, and other factors, you may not be able to perform all the possible activities in a particular conference. Your FirstClass administrator assigns permissions for each conference. For some conference activities, you need both a permission and a corresponding privilege. For more information on privileges, refer to “Privileges” on page 137. Depending on your assigned permissions for a particular conference, you may be able to perform some or all of the following tasks: • editing the Permissions form for the conference, including adding new users and groups to the Permissions list • deleting any item from the conference (even those sent by other users) and dragging items into subfolders • creating folders and files within the conference and dragging items into the conference • editing all items in the conference, even items sent by other users Using FirstClass • Version 3.5 for Mac OS Chapter 12 Beyond the basics 140 • editing text documents in the conference, modifying stationery, and moving folders and subconferences within the conference • moving and resizing the conference window, moving the split bar, changing the default view, and changing the sort order These changes are saved and will appear whenever any other user opens the conference. • opening unapproved items in the conference and approving them • deleting and changing the properties of items you have sent to the conference • displaying the list of files in the conference If you do not have this permission, you cannot open the conference. • searching within the conference You must also have the privilege that allows you to search conferences. • sending to this conference You must also have the privilege that allows you to access conferences. • opening messages and files in the conference • creating subconferences within this conference You must also have the privilege that allows you to create conferences. • downloading files and attachments from this conference You must also have the privilege that allows you to download files and attachments. • looking at the Permissions form for the conference • looking at the history of items in the conference Using FirstClass • Version 3.5 for Mac OS Chapter 12 Beyond the basics 141 Finding out your session status Depending on the way your connection to the FirstClass Server is set up, you might have a daily time limit. The daily time limit is set up and maintained by your FirstClass administrator. To check how long you have been connected and how much time is remaining, choose View } Session Status. The name of the system to which you are currently connected also appears in the Session Status display. Refreshing your settings document While you are logged into your FirstClass Server, you might find that a newer version of your settings document has been posted. (It might be attached to a mail message, or uploaded directly to a conference.) For example, Deborah Braun, Veritec’s FirstClass administrator, has sent an updated version of the staff settings document to the Veritec Staff conference. Using FirstClass • Version 3.5 for Mac OS Chapter 12 Beyond the basics 142 If you want, you can begin using the new settings document immediately. To do so, follow these steps. 1) Hold down the Option key and double-click the settings document. The FirstClass Client saves the settings document to a temporary file. After saving the file, it displays the following dialog. This dialog indicates the number of forms, pictures, icons, and sounds in the updated settings document. 2) To integrate these forms, pictures, icons, and sounds into your current settings document, click Update. Finding out who’s online You can determine who is currently connected to the server at any time by choosing Service } Who’s Online. This command produces a list of FirstClass users who are currently logged into the system. Using FirstClass • Version 3.5 for Mac OS Chapter 12 Beyond the basics 143 Users whose names appear in italics either do not have the Chat privilege, or have selected the Don’t Accept Invitations option in their Preferences form. You cannot invite them to chat. For more information, refer to “Customizing your Preferences form” on page 109. Searching the FirstClass Directory You might want to search the FirstClass Directory to find out the name of a user, conference, or gateway. To search the Directory, follow these steps. 1) Choose Service } Directory. The FirstClass Directory lists all remote and local users and conferences on the FirstClass system. 2) If you do not want to view all of these objects, deselect the Local, Remote, or Conferences checkboxes. For example, to view only Conferences, deselect Local and Remote. Using FirstClass • Version 3.5 for Mac OS Chapter 12 Beyond the basics 144 3) For Pattern, type all or part of the name you want to find. For example, to find a user or conference whose first or last name is Roy, type “roy”. FirstClass displays all the FirstClass Directory objects whose names contain the specified text (in this case, “roy”). Your FirstClass administrator can limit the number of names displayed in the list. 4) To view the résumé of any conference, user, or gateway in the Directory, select the name and click Résumé. Using FirstClass • Version 3.5 for Mac OS Chapter 12 Beyond the basics 145 The following table describes the icons associated with objects in the Directory. ˜ Regular user: A user connected to the FirstClass Server through a network (also known as a network user). ˆ Remote user: A user connected to the FirstClass Server by modem (also known as a telecom user). c G Conference: A user forum usually focused on a single topic. l Public mail list: A folder containing the names of users or conferences, or both. This list is created by your FirstClass administrator for easy addressing. Gateway: A piece of software that allows your server to exchange information with other communication systems. Accessing external folders and disk files Your FirstClass administrator can make subfolders and files on hard disks and CD-ROMs available to you. These subfolders and files appear as folders on your FirstClass desktop or in a conference. Folders are listed in the top pane of the file window. When you double-click a folder, each file in it appears as a document in the lower pane of the file window. To download a file from a folder, follow these steps. 1) On the desktop or in the appropriate conference, double-click the external folder. Using FirstClass • Version 3.5 for Mac OS Chapter 12 Beyond the basics 146 In this example, the folder is in the Useful Software conference. 2) Double-click the file you want. 3) Select the folder in which you want to save the file. 4) Click Save. Using FirstClass • Version 3.5 for Mac OS C H A P T E R 1 3 Working offline With the standard FirstClass Client, you must be logged into your FirstClass Server to compose mail, read mail, or perform any other FirstClass activities. If you connect to the FirstClass Server using an expensive communications link, like a long-distance telephone connection, keeping in touch can become costly. That’s why SoftArc now provides the optional FirstClass Personal component, which allows you to work offline. When you work offline, you can perform many of the same activities that you can perform when you are logged into the FirstClass Server: • composing messages • reading messages and conference items • attaching files to messages or saving files attached to messages • searching your mailbox or offline conferences You can even use all the same forms you use when you are connected to the server. You can also configure FirstClass Personal to connect to the server to send the messages that you have composed, and retrieve new messages. However, when you are working offline, you cannot perform the following tasks: • participate in chats • upload or download files directly to a folder or conference This chapter illustrates how Veritec Boston’s staff use FirstClass Personal to work offline. It explains how to perform the following tasks: • installing FirstClass Personal • starting FirstClass Personal • using e-mail • using conferences Using FirstClass • Version 3.5 for Mac OS Chapter 13 Working offline • customizing the configuration • connecting to the FirstClass Server 148 This section also describes the files and folders used by FirstClass Personal. A typical scenario Veritec’s sales staff spend much of their time on the road. While they are out of the office, they use FirstClass to keep in touch with their colleagues and customers. Veritec management has noticed a significant increase in telephone costs as its sales staff rely more and more on FirstClass in their dayto-day tasks. To reduce telephone costs, Veritec management is encouraging the sales staff to work offline. Brian Welch, one of Veritec’s sales staff, uses FirstClass. When he is in the office, he works online (that is, he logs into the FirstClass Server). Brian’s Offline Conferences folder contains all the conferences that Brian wants to be able to access when he is working offline. When Brian is on the road, he works offline. Using FirstClass • Version 3.5 for Mac OS Chapter 13 Working offline 149 His offline desktop is almost identical to his online desktop. The main difference is in the Conferences folder. • On his online desktop, the Conferences folder contains all public conferences. • On his offline desktop, the Conferences folder contains only the conferences he wants to monitor while working offline. For information on how to select conferences for this folder, refer to “Setting up conference replication” on page 155. With FirstClass Personal, Brian is able to keep in touch with his colleagues and customers, even when he is on the road, at a significant savings in longdistance costs. Installing FirstClass Personal This section explains how to install and configure the FirstClass Personal software, to allow you to work offline. Installing the software If you chose a Typical install, FirstClass Personal was automatically installed. If you didn’t install FirstClass Personal when you installed the FirstClass Client, follow these steps to install it now. 1) Double-click FirstClass Client Install. The splash screen appears. 2) Click Continue. Using FirstClass • Version 3.5 for Mac OS Chapter 13 Working offline 150 3) If you do not want to install the application in the location that FirstClass suggests, click Switch Disk and select the volume on which you want to install the software. 4) Select Custom Install. 5) Select FirstClass Personal and FirstClass Personal Post Office. (Make sure the other options are not selected.) 6) Click Install. Using FirstClass • Version 3.5 for Mac OS Chapter 13 Working offline 151 Configuring your settings document Before you start FirstClass Personal, you must configure the connection to your FirstClass Server. You configure a connection just like you do with the FirstClass Client. (Refer to Chapter 3, “Getting started with FirstClass” for detailed instructions.) Starting FirstClass Personal To begin working offline, follow these steps. 1) Double-click the settings document you use to connect to your FirstClass Server. 2) If you haven’t entered your user ID and password in your settings document, enter them here. Note: The first time you work offline, the user ID and password you enter here should be your user ID and password on the FirstClass Server. If you change your password while you are working offline, you should enter the new password next time you work offline. To change your password while working offline, choose Service } Change Password. 3) From the FirstClass Client menu, choose Service } Work Offline. Using FirstClass • Version 3.5 for Mac OS Chapter 13 Working offline 152 If this is the first time you have started FirstClass Personal, the Registration form appears. Ensure that the settings document specified is correct. If it is not correct, select the correct settings document. (If the user ID or password are incorrect, click Cancel. Choose Service } Disconnect, and then choose Service } Connect. Repeat step 1 and step 3.) 4) Click OK. Note: The first time you work offline, FirstClass Personal transfers Directory information from the FirstClass Server. This can take several minutes, especially if the Directory is large. Your FirstClass administrator can filter the Directory to limit the amount of information that is transferred. Using FirstClass • Version 3.5 for Mac OS Chapter 13 Working offline 153 Your offline desktop appears. FirstClass Personal begins copying unread messages from the server to your computer. Using e-mail This section explains how using e-mail offline differs from using e-mail online. For detailed instructions about using e-mail, refer to Chapter 6, “Using e-mail”. Reading and responding to mail Reading and responding to mail offline is almost identical to reading and responding to mail when you are connected to the server, except that you receive new mail only when FirstClass Personal connects to your server. For example, Brian is on the road and wants to check his mail. He starts FirstClass Personal, which he has configured to automatically connect to Veritec Boston on startup. (To find out how to configure the FirstClass Personal schedule, refer to “Customizing the configuration” on page 157.) An unread flag indicates that new mail has arrived in his mailbox. Using FirstClass • Version 3.5 for Mac OS Chapter 13 Working offline 154 Brian opens his mailbox to view the new mail. The message icon is different from the icon seen by users who are working online, because these messages are copies of the original message in Brian’s mailbox on the FirstClass Server. Brian can now read, save, print, forward, or reply to these messages. He can also delete the copy of the message from his offline mailbox. Sending mail Sending mail offline is almost exactly like sending mail when you are connected to the server. The only difference is that the mail is not delivered until the next connection to the server. For example, Brian needs to send a message to Roy Allen. He chooses Message } New Message, just as he would with the FirstClass Client. He completes the message form. Using FirstClass • Version 3.5 for Mac OS Chapter 13 Working offline 155 FirstClass Personal replicates Veritec’s FirstClass Directory on Brian’s computer, so he can use the Directory to address his messages, just like he can when he’s working online. When he is finished composing the message, he chooses Message } Send. The next time FirstClass Personal connects to the FirstClass Server, the message is delivered. Using conferences When you are working offline, you can browse and contribute to conferences just like you can when you work online. This section explains how to set up conference replication and the differences between using conferences online and using conferences offline. For detailed instructions about using conferences, refer to Chapter 7, “Using conferences”. Setting up conference replication To save disk space, FirstClass Personal does not automatically replicate all the conferences configured on your server. You must let FirstClass Personal know which conferences you want to have access to when you are working offline. To access one or more conferences online, follow these steps. 1) Log into your FirstClass Server. (For detailed instructions, refer to Chapter 3, “Getting started with FirstClass”.) 2) From the FirstClass Client menu, choose Service } Offline Conferences. Using FirstClass • Version 3.5 for Mac OS Chapter 13 Working offline 156 3) Select a conference you want to be able to access offline. 4) Choose Conference } Make Alias. An alias of the conference appears on your FirstClass desktop. 5) Drag the alias onto the Offline Conferences icon. 6) Repeat step 3 to step 5 for each conference you want to be able to access offline. Next time you work offline, any unread messages in any of these conferences will be replicated to your offline client. When unread messages arrive for a conference that isn’t defined in your Conferences folder on your offline desktop, FirstClass Personal creates that conference. Note: Files uploaded to conferences are not replicated. However, FirstClass Personal does replicate files attached to messages. Browsing and contributing to conferences Brian browses conferences just like he would if he were connected to the server. However, he does not receive new conference messages until FirstClass Personal connects to the server. To view a conference, Brian double-clicks the conference icon. Using FirstClass • Version 3.5 for Mac OS Chapter 13 Working offline 157 To view a conference message, he double-clicks the message. Brian can now save, print, forward, or reply to conference messages. He can also contribute messages to the conference or delete his copy of a conference message. Conference messages he sends are not delivered until the next connection to the server. Note: To deliver a message to a conference immediately, choose Service } Replicate Now. Brian has the same access to conferences offline as he does when he is online. If, for example, he doesn’t have permission to contribute to a conference when he is working online, he won’t be able to do so when he is working offline. Customizing the configuration When you install FirstClass Personal, it has default options for scheduling, replication, and message cleanup. To customize these options, follow these steps. 1) From the FirstClass Personal menu, choose Service } Configure Offline. Using FirstClass • Version 3.5 for Mac OS Chapter 13 Working offline 158 2) Modify the connection options as needed: Main Settings Document: The name of the settings document configured to connect to your FirstClass Server. Secondary Settings Document: The name of a secondary settings document configured to connect to your FirstClass Server. If FirstClass Personal cannot connect to the server using the settings document specified in the previous field, it uses this one. You might use a settings document configured for a network connection in the previous field, and a settings document configured for a modem connection in this field. Host User ID: Your user ID on the FirstClass Server. FirstClass Personal uses this user ID to log into the server. Using FirstClass • Version 3.5 for Mac OS Chapter 13 Working offline 159 Host Password: Your password on the FirstClass Server. FirstClass Personal uses this password to log into the server. If you change your password when you are working online, be sure to update this field the next time you work offline. 3) The scheduling options control how often FirstClass Personal connects to the server. To change the connection schedule, set up the scheduling options: Connect When Mail is Waiting to Be Sent: Select this option to connect to the server whenever you send mail. Connect When FirstClass Personal Starts Up: Select this option to connect to the server when FirstClass Personal starts. Connect When FirstClass Personal Shuts Down: Select this option to connect to the server just before FirstClass Personal shuts down. Connect Every: Select this option to connect to the server at regular intervals while FirstClass Personal is running. Specify the unit of measurement (minutes or hours), and the number of units. For example, you can enter “15 minutes” or “2 hours”. 4) The replication options control how FirstClass copies conferences and the FirstClass Directory to your computer. To change these settings, set up the replication options: Get My Private Unread Messages on Each Connection: Select this option to pick up unread mail from your mailbox whenever FirstClass Personal connects to the server. Replicate Offline Conferences on Each Connection: Select this option to replicate conferences every time FirstClass Personal connects to the server. Update My Directory Information: Select to enable or disable FirstClass Directory replication. Select one of the following options: — None: Select this option if you don’t want to replicate Directories. Using FirstClass • Version 3.5 for Mac OS Chapter 13 Working offline 160 — Routes Only: Select this option to replicate only routes to other servers. — Routes and Names: Select this option to replicate both user names and routes to other servers. Do Not Replicate Messages Over: The largest size of message you want replicated. Display Replication Status Window: When to display the Replication Status Window. Select one of the following options: — always — during replication — never 5) The message cleanup options manage the amount of disk space used by FirstClass Personal. To change your disk space requirements, set up the message cleanup options: Leave Mail on Host Server after Reading: Select this option to keep a copy of your mail on the FirstClass Server. Private Mail Expires After: Select this option to delete old mail from your mailbox after a specified number of days. (This option does not affect your mailbox on the server. It only affects the mailbox on your computer.) Conference Items Expire After: Select this option to delete conference items after a specified number of days. (This option does not affect conference items on the server. It only affects the copies of these items on your computer.) Write Protect When Disk Space Drops Below: Select this option to prevent FirstClass Personal from using up all the free space on your disk. Specify the minimum amount of free disk space required on your server. When the amount of free space on your disk falls below this number, you will be unable to send mail, and FirstClass Personal will Using FirstClass • Version 3.5 for Mac OS Chapter 13 Working offline 161 no longer accept incoming mail or conference items. This option prevents problems which can occur if the disk runs out of space. 6) If you have chosen not to replicate the entire FirstClass Directory from the server, you might need to address messages to users who are not defined in your personal Directory. Modify the advanced addressing options to allow unknown users and servers in addresses: Automatically Append Host Site Name: Select this option to be able to enter user names that are not in your personal Directory. FirstClass Personal will address them to the FirstClass Server, which will validate them. Validate Site Names on the Host Server: Select this option to be able to enter server names that are not in your personal Directory. These server names will be validated on the FirstClass Server. 7) Close the form and save the changes. Connecting to the server You can configure FirstClass Personal to connect to your server automatically (see “Customizing the configuration” on page 157). If you don’t want to wait for an automatic connection, you can force an immediate connection. You can also terminate a connection to the server. Forcing an immediate connection to the server To force an immediate connection, choose Service } Replicate Now. FirstClass Personal connects to your FirstClass Server. (To configure FirstClass Personal to connect to your FirstClass Server automatically, refer to “Customizing the configuration” on page 157.) Using alternate settings documents FirstClass Personal allows you to specify a secondary settings document, as well as a main settings document in your offline configuration (see “Customizing the configuration” on page 157). This feature is useful if you need to connect to the FirstClass Server using different connection methods at different times. For example, when Brian Using FirstClass • Version 3.5 for Mac OS Chapter 13 Working offline 162 Welch is in the office, he works online (that is, he logs into the FirstClass Server). Gillian Royce, however, prefers to work offline all of the time, even when she is in the office. When Gillian is on the road, like Brian, she uses a modem. Her main settings document is configured for a network connection. Her secondary settings document is configured for a modem connection. When she connects to the FirstClass Server, FirstClass Personal tries to use the main settings document first. If Gillian is in the office, this settings document is used. When Gillian is on the road, FirstClass Personal cannot find the network to connect to the server, so it uses the secondary settings document, configured to connect using a modem. FirstClass Personal post office The Personal Post Office folder contains the FirstClass Personal data, including your personal Directory and messages. ! Warning: It is vital that you maintain the integrity of the FirstClass Personal post office. • Do not rename it. • Do not move it to a different volume unless you also move the FirstClass Client folder to the same volume. • Do not change, delete, or move anything in the Personal Post Office. • Do not add files to any subfolders of the Personal Post Office folder unless instructed to do so by the FirstClass administrator or SoftArc Technical Support. If you make changes to the post office, FirstClass Personal may not start, or it may lose data. To start FirstClass Personal, reverse the changes. If you change or delete files in the post office, or if you add any files, the post office might be damaged. Should this happen, restore or reinstall FirstClass Personal. Using FirstClass • Version 3.5 for Mac OS Chapter 13 Working offline 163 Backing up the FirstClass Personal post office Be sure to back up your FirstClass Personal post office on a regular basis. SoftArc recommends that you back up the Post Office folder at least once each week. This is a safeguard against losing your messages and FirstClass Directory in the event of a hardware failure or data corruption. The easiest way to back up your data is to copy the Post Office folder from your computer to a diskette. If you need to restore the post office, simply copy the latest backup from the diskette using File } Duplicate. Replace the damaged or missing post office with the copy from your backup. Using FirstClass • Version 3.5 for Mac OS Chapter 13 Working offline 164 Using FirstClass • Version 3.5 for Mac OS C H A P T E R 1 4 Troubleshooting This chapter describes problems you might encounter while running FirstClass, and suggests some solutions to these problems. The first part of this chapter explains how to troubleshoot network and modem problems, as well as problems that you might encounter while working offline. If you can’t solve a problem with the tips and tools described in this chapter, try checking SoftArc Online in Conferences } Technical Support } Support Questions and Answers or Tech Notes. The next part of the chapter describes tools available to help in troubleshooting, and lists and explains error messages you might see while using the FirstClass Client. You can also find this list of error messages on SoftArc Online, sorted by error message number, in Conferences } Technical Support } FAQs. If you still cannot solve your problem, contact your FirstClass administrator, or SoftArc Technical Support, as described in the last section of this chapter. Troubleshooting network connections Inability to establish a network connection to the FirstClass Server can have the following causes. • AppleTalk.FCP is missing from your FirstClass Client } FCP folder. Contact your FirstClass administrator to obtain a copy of this file. • The server is not running. Contact your FirstClass administrator. • The settings document is incorrectly configured (for example, the server name is wrong). To configure your settings document, refer to Chapter 3, “Getting started with FirstClass”. • The network interface card (NIC) is configured incorrectly, or the NIC or cable is defective. To find out how to configure the NIC, refer to the documentation provided with it. • All sessions are in use. When your FirstClass administrator configures the server, he or she determines how many users can connect at one time. Try again later. If you are still unsuccessful, contact your administrator. Using FirstClass • Version 3.5 for Mac OS Chapter 14 Troubleshooting 166 Troubleshooting modem connections This section lists modem errors that might be reported by the FirstClass Client and, for each one, gives possible causes and recommends appropriate actions. No response from the modem (error message 1034) This problem occurs if FirstClass did not receive an “OK” response from the modem after sending the modem a command. This problem may occur for any of the following reasons. • The modem is not turned on. • The modem is not connected to the serial port specified in the modem connection (FCP) file. For more information, refer to “Configuring a modem connection” on page 36. • The modem and another device have been assigned the same Interrupt ReQuest (IRQ) number. • The modem cable is not connected properly, is defective, or does not support hardware handshaking. • The speed specified in the Baud Rate field is inappropriate for this modem type. • Hardware handshaking is enabled, but your serial cable does not support hardware handshaking. Select a modem without hardware handshaking, or obtain the correct cable. • The modem has stopped working and needs to be reset. Turn the modem off and on again. Modem returned an error (error message 1054) This problem occurs if you have selected the wrong modem type for your modem. If you can’t find your modem in the list, try selecting a compatible modem with the same speed. For example, if your modem is a V.32bis modem, Using FirstClass • Version 3.5 for Mac OS Chapter 14 Troubleshooting 167 select Hayes Compatible 14400. If you can’t find a suitable modem type, check the Other Modems folder, as described in step 6 on page 37. If you still can’t find it, you can create an MDM file for your modem. For information about the MDM file format, refer to Appendix F, “The MDM file format”. No response from the server modem This problem may occur for any of the following reasons. • The modem at the other end is not connected to a FirstClass system. Make sure the phone number is correct, including any prefixes such as 9 or 1, as well as any necessary area codes. • The server and client modems are incompatible. This error is especially common on modems that offer high speeds or advanced protocols. Try connecting at a speed of 1200 or 2400 bps. Almost all modems will work at these speeds. • A poor telephone line is resulting in line noise. This problem is common on long distance connections. Try the call again. • The modem type specified in the Modem field is incorrect. If you can’t find a suitable modem type, contact your FirstClass administrator. Alternatively, you can create an MDM file for your modem. For information about the MDM file format, refer to Appendix F, “The MDM file format”. • The value of the connect timeout register (S7) is too short. Refer to your modem documentation and use a text editor to open the Modem (MDM) file you are using. Change the value for this register (try S7=60). Host does not appear to be a FirstClass Server This problem occurs if the modem answered the call and the two modems negotiated, but the system at the other end did not respond to the FirstClass login request. This problem may also occur if the modem at the other end is not connected to a FirstClass system. Make sure the phone number is cor- Using FirstClass • Version 3.5 for Mac OS Chapter 14 Troubleshooting 168 rect, including any prefixes such as 9 or 1, as well as any necessary area codes. Communication failures while connected This problem occurs if the modem connection failed while a call was in progress. The cause of this type of problem can be difficult to identify. It may occur for any of the following reasons. • A poor telephone line is resulting in line noise. This problem is common on long distance connections. Try the call again. • Another application (such as a screen saver, graphics application, or file compression utility) running on your computer is using up available system resources. Terminate the application and try again. • If you have a high-speed modem and are also connected to a network, the network packets might be interfering with the serial port. Disable the network connection and try again. • The speed specified is too high. Reduce the rate and try again. If you have problems connecting, you might need to change your modem’s configuration. For more information, refer to your modem documentation. Troubleshooting offline problems This section describes how FirstClass Personal notifies you of errors. It also describes problems that can occur while you are using FirstClass Personal, and suggests solutions. Error messages If an error occurs, FirstClass Personal reports the error in a message sent to your mailbox. Using FirstClass • Version 3.5 for Mac OS Chapter 14 Troubleshooting 169 For more detailed information about the error message, refer to “FirstClass error messages” on page 174. Possible problems Following are some problems that might occur when you are using FirstClass Personal. For each problem, we provide possible causes and suggested solutions. You can’t work offline This error might occur under the following condition: • if FirstClass Personal has not been installed correctly — Make sure that the FirstClass Personal application is in the FirstClass Client folder. — Make sure that the Personal Post Office is in the FirstClass Client folder. FirstClass Personal does not connect to the server This error might occur under the following conditions: • if your settings document is not configured correctly For detailed instructions, refer to Chapter 3, “Getting started with FirstClass”. Make sure you can use the settings document to log into FirstClass. Using FirstClass • Version 3.5 for Mac OS Chapter 14 Troubleshooting • 170 if FirstClass Personal is not configured correctly Make sure that the user ID and password defined in your Offline Configuration are correct. For detailed instructions, refer to “Customizing the configuration” on page 157. • if a modem error occurs No matching names found in the Directory When you are trying to address a message, this error might occur under the following conditions: • if you enter the address incorrectly • if you don’t have a copy of the FirstClass Directory or if your copy of the FirstClass Directory is out of date Ensure that the Update My Directory Information field is correctly configured (refer to step 4 on page 159). If you don’t want to replicate the Directory, configure FirstClass Personal to accept unknown names and server names (refer to step 6 on page 161). You do not have access to a conference This error might occur under the following conditions: • if conference replication is not set up correctly In the Offline Conferences folder on your online desktop, you must create an alias for each conference to which you want offline access. Refer to “Setting up conference replication” on page 155. • if automatic conference replication is disabled You can force conference replication manually (refer to “Forcing an immediate connection to the server” on page 161). To enable automatic conference replication, refer to “Customizing the configuration” on page 157. • if you don’t have a subscription to the conference Using FirstClass • Version 3.5 for Mac OS Chapter 14 Troubleshooting 171 Contact the FirstClass administrator to find out whether you have been granted a subscription to the conference. • if you don’t have the necessary permissions You have the same access to conferences offline as you do when you are online. If, for example, you don’t have permission to contribute to a conference when you are working online, you won’t be able to do so when you are working offline. Contact the FirstClass administrator for more information. Troubleshooting tools This sections describes tools available to help in troubleshooting. Troubleshooting using trace information Trace information is information about how your FirstClass connection is operating. The information can be as simple or as detailed as you want. You can use this information to identify and solve any problems on your own, or with the help of SoftArc Technical Support. You can configure your AppleTalk, modem, or TCP/IP connection to log any of the available levels of trace information. To do so, follow these steps. 1) On the Login form, click Setup. Using FirstClass • Version 3.5 for Mac OS Chapter 14 Troubleshooting 172 2) On the Service Setup form, set the Connect Via field to the connection file for which you want to log trace information. For example, to trace information for a modem setup, select MODEM.FCP. 3) Click Setup. 4) Click the arrow beside Advanced Settings. 5) Trace information is stored in the FirstClass Client log file. (For more information on the log file, refer to “The FirstClass Client log file” on page 197). To select the types of trace information you want to save in the log file, select as many of the following options as necessary: Receive: Records information on packets received. Send: Records information on packets sent. Errors: Records information on packet errors. Connect: Records information on connection messages. Using FirstClass • Version 3.5 for Mac OS Chapter 14 Troubleshooting 173 Modem/Scripts: Records information on modem and scripting commands. ! Warning: FirstClass overwrites the log file every time you disconnect from the server. Therefore, if you want to review the log information, be sure to save the file before disconnecting. 6) On the FCP form, click Save. 7) On the Service Setup form, click Save. Offline troubleshooting tools The following tools are available for troubleshooting problems with FirstClass Personal: the FirstClass Personal console and the FirstClass Personal log. The FirstClass Personal console The FirstClass Personal application runs whenever you work offline. This application provides many of the same services to your FirstClass Client that the FirstClass Server provides when you are working online (for example, retrieving and formatting FirstClass data like messages and the Directory). It also connects automatically to the server to pick up and drop off mail. Normally, you can ignore the FirstClass Personal console. However, it can be useful during troubleshooting. To display the FirstClass Personal console, double-click the FirstClass Personal icon in the FirstClass Client folder, and choose Personal } Show Personal Console. Using FirstClass • Version 3.5 for Mac OS Chapter 14 Troubleshooting 174 You can increase the detail of the console display in the following ways. • To display detailed information about connection activity, choose Personal } Trace Connection Activity. • To display detailed information about replication, choose Personal } Log Replication. The FirstClass Personal log The FirstClass Personal log file is a text file that records your offline activity. The log file is located in your FirstClass Client folder. You can view it with a text editor, such as SimpleText or TeachText. FirstClass error messages 1001 Message: Your version of FirstClass software is incompatible with the server. Please obtain an updated version. Meaning: This error occurs if you are running an old version of the FirstClass Client software. Get a current version. 1002 Message: Your request cannot be completed because there is no memory available on the server. Please close some of your windows and try again. Meaning: The FirstClass Server allocates memory on the server computer equally among all sessions. Every open item takes up some of this memory. If you open too many windows Using FirstClass • Version 3.5 for Mac OS Chapter 14 Troubleshooting 175 your session might run out of free space. If you close some of the windows, you might be able to continue. 1003 Message: There is no such user registered on FirstClass. Meaning: Either the entered user ID or the password is incorrect. Enter your user ID and password correctly and try again. 1004 Message: Invalid packet received. Meaning: Communication with the FirstClass Server has failed. Ensure that you have configured your FCP file to support carrier detection. 1005 Message: That object no longer exists. Meaning: This error may occur if you try to forward or reply to a message after closing the conference containing the message. Reopen the conference and try again. This error may also occur if an item has been deleted from a folder, but the view of the folder has not yet been updated to show the change. 1006 Message: Sorry. That document is damaged and cannot be accessed. Meaning: This error occurs if the envelope section of a message is damaged. Delete the damaged document (if possible) or contact your FirstClass administrator. 1007 Message: Sorry. That document is damaged and cannot be accessed. Meaning: This error occurs if the body section of a message is damaged. Delete the damaged document (if possible) or contact your FirstClass administrator. 1008 Message: That object is read-only. Meaning: This error occurs if you try to edit a read-only document such as a help document or an item in an external folder. 1009 Message: Your changes could not be saved. Meaning: Try saving the object again. Using FirstClass • Version 3.5 for Mac OS Chapter 14 Troubleshooting 176 1010 Message: You are not logged in to the FirstClass Server. Please choose Connect in the Service Menu and log in. Meaning: This error occurs if you try to open or edit a window after disconnecting from the server. Connect to the server and try again. 1011 Message: That feature is not yet implemented. Check that you have the latest version of the FirstClass software. Meaning: This error may occur if the server is running a version of the FirstClass software that is older than the client software. Either run an older version of the FirstClass Client software when connecting to that server, or contact your FirstClass administrator about upgrading the server. 1012 Message: The communication link has failed and is unable to transmit your requests to the server. Please Quit and log in again. Meaning: This error occurs if the FirstClass Client is trying to communicate with a server to which it is not connected. Disconnect and try to reconnect to the server. If this problem persists, check your connection setup. 1013 Message: You are already logged in. Meaning: This error may occur after a communication link failure, if the server has not yet detected the failure of the link. Wait a few moments and try again. If the login attempt fails again, someone else may be using your account. Report the problem to your FirstClass administrator. 1014 Message: You cannot perform that function on the selected object(s). Meaning: This error occurs if you try to perform an invalid function on an object (for example, if you try to make an external file unread). 1015 Message: Your request cannot be completed because you do not have any objects open. Meaning: This error occurs if you try to perform a function Using FirstClass • Version 3.5 for Mac OS Chapter 14 Troubleshooting 177 such as pasting, without opening a message on your desktop. Open the item and try again. 1016 Message: An error has occurred on the FirstClass Server. Please contact your administrator and report the problem. Meaning: This error occurs if a document becomes corrupted. Delete the damaged document (if possible) or report the problem to your FirstClass administrator. 1017 Message: That feature is not yet implemented. Check that you have the latest version of the FirstClass software. Meaning: This error may occur if the server is running a version of the FirstClass software that is older than the client software. Either run an older version of the FirstClass Client software when connecting to that server, or contact your FirstClass administrator about upgrading the server. 1018 Message: Your request cannot be completed because you have reached a server limit. Meaning: This error occurs if all the sessions on the server are in use and there are none for you to connect to. Contact your FirstClass administrator about increasing the number of sessions. 1019 Message: An error has occurred on the FirstClass Server. Please contact your administrator and report the problem. Meaning: This error occurs if your FirstClass administrator has defined a gateway incorrectly. Report the problem to your administrator. 1020 Message: An error has occurred on the FirstClass Server. Please contact your administrator and report the problem. Meaning: This error occurs if you try to change a corrupt or damaged file. Delete the damaged document (if possible) or contact your FirstClass administrator. 1021 Message: You cannot access that object because someone else already has exclusive access to it. Meaning: This error occurs if you try to open or download a Using FirstClass • Version 3.5 for Mac OS Chapter 14 Troubleshooting 178 file (such as a log file, or a file in an external folder) already opened by another application. Try to open or download the file later. 1024 Message: Your message cannot be delivered at this time because the server is busy. Please try again later. Meaning: This error occurs when the server is heavily loaded, or during a trash collection, when the server is busy with other tasks. Try to send the message later. 1026 Message: That message has already been sent. To resend it use the Forward command. Meaning: The selected message has already been sent. You can only send a message once. If you want to resend the message, unsend it, and send it again. Or, you can forward the message. If you have the Edit Sent Mail privilege, you can edit messages after they are sent. 1027 Message: The communication link has failed and is unable to transmit your requests to the server. Please Quit and log in again. Meaning: This error occurs if the server tries unsuccessfully to send a packet more than 28 times. Check your modem setup, or refer to “Troubleshooting modem connections” on page 166. 1028 Message: The person’s name contains invalid characters. Meaning: This error occurs if you type invalid characters in a user name, or if you leave the last name blank. Use only numbers and letters in users’ names, be sure to include a last name, and try again. 1029 Message: Sorry. Only the administrator can perform that function. Meaning: This error may occur if you try to perform an administration function when you are not logged in as the administrator or as a sub-administrator. If you have either of these privileges, log out and back in again as the administrator Using FirstClass • Version 3.5 for Mac OS Chapter 14 Troubleshooting 179 or as a sub-administrator. This error may also occur if the client is running a version of the FirstClass software that is older than the server software. Upgrade the client software. 1030 Message: Sorry. You are not permitted to perform that function. Meaning: Your FirstClass administrator can restrict the functions to which you have access. If you need to perform this function, contact your administrator. This error may also occur if the client is running a version of the FirstClass software that is older than the server software. Upgrade the client software. This error may also occur if you try to move or delete a protected item. Deprotect the item, if possible, and try again. 1031 Message: That UserID is already registered. Please choose an alternate UserID. Meaning: User IDs must be unique on a system. Enter a different user ID. 1032 Message: You can only subscribe to Conferences. That object is not a Conference. Meaning: This error occurs if you try to make an alias of an object that is not a folder or conference. Select a folder or conference and try again. 1033 Message: That name is already taken. Please choose a different name. Meaning: This error occurs if you try to name a newly-created object using a name that is already in use on the server. Select a different name for the object. 1034 Message: There is no response from the modem. Check that your modem is switched on and connected to the telephone line. Also, check the modem type, hardware handshaking settings and cable, and auto speed setting. Meaning: This error occurs if FirstClass did not receive an Using FirstClass • Version 3.5 for Mac OS Chapter 14 Troubleshooting 180 “OK” response from the modem after sending a command. The most common cause for this error is a communication failure between the modem and the client (for example, if the cable is defective or if the client is sending commands faster than the modem can receive them). This error may also occur if the Hardware Handshaking option is selected, but your modem cable does not support hardware handshaking. It can also occur if your modem is connected to the wrong port. (For example, if your modem is connected to the Printer Port, but your settings document indicates the default, the Modem Port). Check your setup and try again. For more troubleshooting tips, refer to “No response from the modem (error message 1034)” on page 166. 1035 Message: Invalid user name or password. Meaning: This error occurs if you try to log in with an invalid user ID or password. Enter your user ID and password correctly and try again. 1036 Message: Sorry. You can only reply to incoming mail. Meaning: This error occurs if you try to reply to a message that you created. You can forward the message, or you can unsend it, modify it, and send it again. 1037 Message: The conference is full. Please delete some items. Meaning: This error occurs if the conference contains the maximum number of items supported by FirstClass. If you have the necessary permissions, delete some old items or drag them into subfolders. Otherwise, contact your FirstClass administrator. 1038 Message: The Directory is locked. If problem persists, restart the FirstClass Server. Meaning: The FirstClass Directory stores information about every user, conference, and route registered on the server. This error occurs if it is currently locked by another application or user. Contact your FirstClass administrator. Using FirstClass • Version 3.5 for Mac OS Chapter 14 Troubleshooting 181 1039 Message: A file system error has occurred on the FirstClass Server. Please report the problem to your System administrator. Meaning: This error occurs if you try to open a file that does not exist (for example, if the file was deleted by another user just before you tried to open it). If the error persists, delete the item that causes it. If you can’t, report the problem to your FirstClass administrator. 1040 Message: Sorry. You can only forward messages. Meaning: You cannot forward text documents or items in external folders. 1041 Message: Sorry, this message may not be sent until it has been properly addressed. Meaning: This error occurs if you try to send a message without a valid address in the To field, or if you did not press Tab or Return after typing a name either the To or Cc field. Enter a valid address in these fields and press Tab or Return after typing the name. 1042 Message: Sorry, your command could not be completed, the Server has run out of disk space. Meaning: When the number of files or the amount of disk space used on a disk volume reaches an amount specified by your FirstClass administrator, the server protects the volume. (By doing so, it prevents the corruption that could occur if the volume ran out of disk space.) The server no longer accepts messages submitted by users on the protected volume. If this error occurs, contact your administrator. 1043 Message: Sorry, a résumé does not exist for this user. Meaning: This error occurs if you try to open the résumé for a user or conference that does not have one. Résumés are an optional feature of FirstClass; users can define résumés for themselves, and your FirstClass administrator can create a résumé for a conference. Using FirstClass • Version 3.5 for Mac OS Chapter 14 Troubleshooting 182 1044 Message: Sorry, there is no FirstClass Server with that name on the network. Check your connection setup. Meaning: This error may occur if the settings document or the Gateway Configuration form has been set up incorrectly. Make sure that the server name specified in your settings document is correct. For AppleTalk connections, make sure the zone is correct. This error may also occur if the FirstClass Server is not currently running. Wait a few minutes and try again. 1046 Message: Sorry, your access privileges do not allow you to log in over the network. You may only log in through a modem. Meaning: If you are a remote user (also known as a telecom user), you cannot log in over a network. Change your connection setup to log in through a modem. If you want to be registered as a regular user (also known as a network user)—that is, a user who can use either a network or a remote session—contact your FirstClass administrator. 1048 Message: File could not be opened because the file has been deleted. Meaning: This error occurs if you try to open the alias of an object that has been deleted. Report the problem to your FirstClass administrator. 1049 Message: Your daily time limit has been used up. You must wait until tomorrow before logging in again. Meaning: You must wait until tomorrow to log in again. To avoid this problem in the future, ask your FirstClass administrator to increase your default daily time limit. (He or she may or may not be able to comply with your request.) 1050 Message: Sorry, the Directory may be inconsistent. Please report this to your administrator. Meaning: The server has detected problems in the FirstClass Directory—the database that contains users, conferences, and routes registered on the server. Contact your FirstClass administrator. Using FirstClass • Version 3.5 for Mac OS Chapter 14 Troubleshooting 183 1051 Message: Sorry, that user has already logged off. Meaning: This error occurs if you try to invite a user to a chat after the user has logged off. Contact the user by e-mail. 1052 Message: Sorry, that user is running an old user interface. Meaning: This error occurs if you invite a user to chat, but that user’s version of the FirstClass Client is old and does not support the chat feature. Advise the user (by e-mail) to obtain the latest version of the client software. 1053 Message: Sorry, you cannot login right now because logins have been disabled. Please try again later. Meaning: This error occurs if your FirstClass administrator has disabled access to the server, most likely to take the server down for maintenance. Wait a while, and then try to log in again. If the problem persists, contact your administrator. 1054 Message: Modem returned ERROR. Check that you have selected the correct modem type. Meaning: The error occurs if you have selected the wrong modem type for your modem. Check your modem setup and the phone number defined in your settings document. Be sure that the phone number includes any prefixes such as 9 or 1, as well as any necessary area codes. For more information, refer to“Configuring the settings document for a modem connection” on page 31, and “Configuring a modem connection” on page 36. For more troubleshooting tips, refer to “Modem returned an error (error message 1054)” on page 166. 1057 Message: Serial port is in use by another application. Check the selected port. Meaning: This error occurs if another application (such as a terminal program or fax software) is using a serial port configured for a modem session on the FirstClass Server. Reconfigure the application to use another port, and restart the computer. On Macintosh computers running System 7 (or later), you can disable other software by pressing Shift while rebooting. Using FirstClass • Version 3.5 for Mac OS Chapter 14 Troubleshooting 184 1058 Message: The selected serial port is not available. Meaning: If your system is configured to use a serial expansion card, make sure the card is installed. Make sure that your modem connection is configured correctly, and restart the computer. For more information, refer to “Configuring a modem connection” on page 36. 1059 Message: Sorry, that person would prefer not to chat at this time. Meaning: This error occurs if you send a chat invitation to a user who has selected the Don’t Accept Chat Invitations options in his or her Preferences form. Send the user an e-mail message instead. 1060 Message: Sorry, there is no conference with that name. Meaning: This error occurs if a conference is deleted while you are addressing mail to it. Try sending the message to a different address. 1061 Message: The modem has dropped the carrier. Meaning: This error occurs if FirstClass detects that the “other side” of your modem connection has dropped the line. Make sure that the serial cable or modem you are using supports carrier detection. If you have carrier detection enabled, but your computer, cable, or modem does not support carrier detection, these errors may occur randomly. 1065 Message: Cannot continue transfer. Meaning: This error occurs if you try to resume a file transfer for a file that has been fully received. If the file has not been fully received, try again to resume the transfer. For more information, refer to “Resuming interrupted file transfers” on page 94. If the problem persists, contact your FirstClass administrator. 1066 Message: Sorry, that is an incomplete file. Meaning: This error occurs if you try to download a file that Using FirstClass • Version 3.5 for Mac OS Chapter 14 Troubleshooting 185 has only been partially uploaded. Contact the contributor of the file, and ask him or her to send it again. 1067 Message: Sorry, you cannot edit a document before it has been completely received. Meaning: This error occurs if you try to work on a form before it fully appears on the screen. Wait for the form to fill completely before clicking in any field. 1069 Message: Database Extension Missing. Meaning: This error occurs if you try to open a form that refers to a database extension not installed on this server. Report the problem to your FirstClass administrator. 1070 Message: This object is on a disk that has not been mounted. Meaning: This error may occur if you try to access information on a volume previously, but no longer, available. Report the problem to your FirstClass administrator. This error may also occur if you try to open an alias to an external folder that has been deleted. Report the problem to your FirstClass administrator. 1071 Message: You cannot move objects across volumes. Meaning: This error occurs if you try to drag a conference, file, or message from one disk volume to another. Either copy the object to a new volume, or recreate the object on the new volume. Then delete the original object. 1072 Message: FCP configuration error. Meaning: An error has occurred in the FirstClass communications layer. Report the problem to your FirstClass administrator. 1077 Message: Message could not be sent because it contains partial attachments. Meaning: This error occurs if you try to send a message before all attachments are transferred to the server. Wait for the upload to finish before sending the message. Using FirstClass • Version 3.5 for Mac OS Chapter 14 Troubleshooting 186 1078 Message: Can’t unsend this message. Meaning: This error occurs if you try to unsend a message that has not yet been sent. Only outgoing messages that have been sent can be unsent. 1079 Message: Auto-forward loop detected. Meaning: This error occurs if you create an auto-forward loop. (Such a loop would occur if Sue sets up her account to auto-forward mail to Jim, who auto-forwards to Bill, who auto-forwards to Sue.) The server detects the loop, breaks it, and reports the error. Turn off auto-forwarding in your Preferences form. For more information about preferences, refer to “Customizing your Preferences form” on page 109. If you need help finding the loop, contact your FirstClass administrator. 1080 Message: Name not unique. Meaning: This error occurs if you try to rename an object in the FirstClass Directory, and the new name has already been assigned to another object. FirstClass requires that all objects have unique names. Choose another name. 1081 Message: Item not found. Meaning: This error occurs if FirstClass cannot find an item referred to in a batch administration command. Usually the item is in an external folder. Verify the location of the item. 1082 Message: Function not available until setup is complete. Meaning: This error occurs if you click a button on the Setup form for a new object before saving the object. For example, if you are creating a gateway, you must save the gateway before you can click the Directory button. 1083 Message: Timeout error processing FCP script. Meaning: This error occurs if an error or timeout occurred during the processing of a connection script file. This error may be the result of a syntax error, or a WAITFOR command with an insufficient delay. Turn on tracing of modem and script com- Using FirstClass • Version 3.5 for Mac OS Chapter 14 Troubleshooting 187 mands and check the commands logged in FCCLIENT.LOG. For more information, refer to step 8 on page 224. 1084 Message: Warning, the object you have opened is in use by another user. Meaning: This error occurs if you try to open an item currently being edited by another user. (This could occur, for example, if you open a gateway form while your FirstClass administrator is editing it.) You can view the form, but you can’t change it. If you need to change this form, close it and try again later. 1604 Message: Not open. The connection was shut down by the tool. Meaning: This error occurs if FirstClass detects that the link was shut down and the CommToolbox stopped the session. This failure is much like a carrier drop with a modem. Check the CommToolbox configuration and try again. 1605 Message: Not closed. Meaning: This error occurs if the CommToolbox was not able to close properly. This may be because it reported the link was dropped (1604) but the link was still connected, or the tool reported an error when you attempted to end the session. Check the CommToolbox configuration and try again. 1606 Message: No request pending. Meaning: This error occurs if the request queue is out of sync. Contact your FirstClass administrator. 1608 Message: No tools. Meaning: This error occurs if the CommToolbox code is installed on this Macintosh, but no CommToolbox Tools have been installed. Install the connection tools into the system to be used by FirstClass. 2014 Message: Message Rejected because it is Too Large. Meaning: This error occurs if you try to send a message larger Using FirstClass • Version 3.5 for Mac OS Chapter 14 Troubleshooting 188 than the maximum size limit for the conference. Reduce the size of the message and send again. 2015 Message: Mailbox or Conference is Full Meaning: This error occurs if you try to send a message to a mailbox or conference that contains the maximum number of items permitted. Try to send the message later when some items have been deleted from the mailbox or conference. 6101 Message: The spelling checker is unable to complete checking due to an internal error, and spell checking has been terminated. Meaning: This error occurs if an error has occurred in the FirstClass Client. Close the document or message and re-open it. 6102 Message: One of the lexicon files in the TOOLS folder has been corrupted into an unusable state and will not be opened. Meaning: This error occurs if one of the dictionary files is damaged. Replace the damaged file with a backup copy. 6103 Message: One of the lexicon files cannot be opened. Meaning: This error occurs if a dictionary file is set as readonly, or if it has been opened by another application. Make sure the dictionary file is not read-only. 6104 Message: There are too many lexicon files in the folder for the spelling checker to open. Meaning: This error occurs if there are more than 14 dictionary files in the Tools folder, including the user dictionary. Remove some files from the Tools folder. 6105 Message: The TOOLS folder does not exist. Meaning: This error occurs if the client has not been properly installed, or if the Tools folder has been deleted. Reinstall the FirstClass Client, or restore the Tools folder from a backup. Using FirstClass • Version 3.5 for Mac OS Chapter 14 Troubleshooting 189 6106 Message: No lexicon files exist. Meaning: This error occurs if there are no dictionary files in the Tools folder. Reinstall the FirstClass Client. 6107 Message: The spell checker has run out of memory. Meaning: This error occurs if there is insufficient memory available to load the spell checker. Close some windows, or other applications, and try again. 6126 Message: The message text is too long to open with this version of the client. Meaning: This error occurs if a user of the 16-bit FirstClass Client for Windows tries to open a message larger than 64 KB. 6127 Message: The total pixel height of the message is too much for the client to display. Meaning: This error occurs if a user of the 16-bit FirstClass Client for Windows or Macintosh tries to open a message which includes text whose total message height exceeds 32000 pixels. Make the window larger, or decrease the font size. 6128 Message: The user has entered typing up to the maximum message text limit. Meaning: This error occurs if a user of the 16-bit FirstClass Client for Windows has created a message which exceeds the maximum size of 64 KB. Reduce the size of the message. 6129 Message: The user has attempted to paste or drop text into the editor beyond the text limit. Meaning: This error occurs if a user of the 16-bit FirstClass Client for Windows pastes or drag-and-drops text which exceeds the maximum size of 64 KB per message. Reduce the size of the message. Obtaining technical support If you can’t solve your problem, contact the administrator of the FirstClass system to which you are connecting. Or, if your FirstClass administrator is Using FirstClass • Version 3.5 for Mac OS Chapter 14 Troubleshooting 190 not available, contact your local SoftArc reseller. Alternatively, you can contact SoftArc directly in any of the following ways: Through SoftArc Online SoftArc Online is SoftArc’s 24-hour FirstClass service. You will find it to be a very useful resource since, in addition to putting you in contact with our support staff, it allows you to share information and ideas with thousands of other people using FirstClass products. Using the FirstClass Client, you can connect to SoftArc Online in two ways: • By modem: The FirstClass Client ships with a settings document that is configured to connect to SoftArc Online by modem. You can use this settings document, or create your own following the instructions in “Creating a settings document” on page 26. The phone number for SoftArc Online is 905-415-7070. • Over the Internet: For customers with connections to the Internet, the FirstClass Client ships with a settings document that is configured to connect to SoftArc Online using the TCP/IP protocol. SoftArc Online uses port 510, and its IP address is 198.133.37.10. You can also connect to SoftArc Online with any VT100- or ANSI-compatible terminal emulator. Configure the application to use 8 data bits, no parity, 1 stop bit, and a speed of up to 28800 bps. Use the application to dial 905-415-7070. Although you won’t see the friendly FirstClass Client interface, you will be able to contact a support specialist. By fax You can fax your support questions to SoftArc Technical Support at 905-415-7188. By Internet mail If you have access to Internet mail, you can contact us at support@softarc.com or (for sales information) at sales@softarc.com. Using FirstClass • Version 3.5 for Mac OS Chapter 14 Troubleshooting 191 By telephone If you’d prefer to talk directly to someone in our Technical Support department, call SoftArc at 905-415-7144. We’re open from Monday to Friday, 9 A.M. to 6 P.M., Eastern Standard Time. By mail You can also contact us by mail. Send your letters to the following address: SoftArc Inc. Technical Support 100 Allstate Parkway Markham, Ontario, Canada L3R 6H3 Using FirstClass • Version 3.5 for Mac OS Chapter 14 Troubleshooting 192 Using FirstClass • Version 3.5 for Mac OS A P P E N D I X A FirstClass folders When you install FirstClass, you place a FirstClass® Client folder on your hard disk. These folders contain the FirstClass Client application, the files and folders FirstClass requires to run correctly, and the folders containing the FirstClass Personal application. This appendix describes the contents of these folders. The FirstClass Client folders ! Warning: The FirstClass Client application must be in the same folder as the Settings, Modems, FCP, Scripts, Tools, and Plugins folders. If you move the client application to another folder, you will be unable to run FirstClass. The Download folder When you first install the FirstClass Client, the Download folder is empty. FirstClass uses it as the default location for storing files that you transfer from the FirstClass Server. When you transfer a file from the FirstClass Server to your computer, FirstClass prompts for the location on your computer in which you want to save the file. The default folder is Download in the FirstClass Client folder. You can select this folder, or any other location you want. The FCP folder To use a FirstClass system, you must use the FirstClass Client to connect to the FirstClass Server. You can connect by modem, across an AppleTalk network, or across a TCP/IP network. A connection file controls each type of connection. The connection files are stored in the FCP folder. Using FirstClass • Version 3.5 for Mac OS Appendix A FirstClass folders 194 The name of each connection file identifies the type of connection for which it is used and ends with the extension “FCP”. When you customize your settings document, use the Connect Via field to select the type of connection you will use. For more information, refer to “Preparing the settings document” on page 25. The Modems folder FirstClass controls the modem by sending it a series of commands. Almost all modems use slightly different commands. The Modems folder contains command files for most common modems. The name of each command (or MDM) file identifies the modem for which it is used and ends in the extension “MDM”. When you configure your modem connection, you must select a modem. The available options include the MDM files in this folder. For information about modem configuration, refer to “Configuring a modem connection” on page 36. For information about the format of the MDM files, refer to Appendix F, “The MDM file format”. Using FirstClass • Version 3.5 for Mac OS Appendix A FirstClass folders 195 The Plugins folder You can view different types of pictures, such as bitmaps, JPEG, and GIF files using the FirstClass Client. The Plugins folder contains the client extensions that make this possible. The Scripts folder You can define a connection script for your modem connection. If you select a script, it runs after the standard FirstClass modem handling is complete. Create script files in the Scripts folder. Script files are used for all modem connections, and have the extension “FCL”. To find out how to set up a connection script, refer to Appendix G, “The MDM file format”. The Settings folder The Settings folder contains all the settings documents supplied with the FirstClass Client, plus any settings documents you create. Using FirstClass • Version 3.5 for Mac OS Appendix A FirstClass folders 196 Each settings document contains the information (phone number or network name, for example) required to connect to a particular FirstClass Server. The name of each settings document identifies the FirstClass system to which it connects. Settings documents refer to an FCP file containing configuration information for the type of connection used by the settings document. For example, if you connect to FirstClass by modem, the FCP file for your settings document contains configuration information for your modem. If you don’t have a settings document for the FirstClass system you want to connect to, duplicate the Generic Modem settings document or the Generic Network settings document and rename the duplicate. The Tools folder The Tools folder contains all the of the dictionaries supplied with the FirstClass Client. The spelling checker refers to these dictionaries whenever you check the spelling in a FirstClass document or message. The Tools folder is created at the time of installation. If you delete or rename it, the spelling checker will not run. Using FirstClass • Version 3.5 for Mac OS Appendix A FirstClass folders 197 The FirstClass Client log file A new FirstClass Client log file is created when you run the FirstClass Client. This file contains log information. To control the information going into the file, use the Trace options in the Advanced Settings section of the modem.FCP form. For information on setting trace options for the log file, refer to “Troubleshooting offline problems” on page 168. ! Warning: FirstClass overwrites the log file every time you disconnect from the server. Therefore, if you want to review the log information, be sure to save the file before reconnecting. The Client ReadMe file The Client ReadMe file describes changes to the operation of FirstClass occurring since this manual was printed. You should read this file after installing FirstClass. The MODEMS.TXT file The MODEMS.TXT file describes modem-related changes that may have occurred since this manual was printed. Read this file if you will be using a modem connection. Using FirstClass • Version 3.5 for Mac OS Appendix A FirstClass folders 198 Using FirstClass • Version 3.5 for Mac OS A P P E N D I X B Standard forms This appendix lists the standard forms provided with FirstClass. Your FirstClass administrator can create and provide additional forms customized to your needs. Alternate Message form The Alternate Message form contains all the fields on the standard message form, plus an RSVP checkbox you can use to indicate that you want a response. File Transfer form Using FirstClass • Version 3.5 for Mac OS Appendix B Standard forms 200 The File Transfer form contains an Attach File button that simplifies the task of adding attachments to messages. Phone Call form The Phone Call form is intended to replace paper phone message forms. It contains most of the standard message fields, plus checkboxes to indicate the type of event being reported, and the action required, if any. It also provides space for a message. Using FirstClass • Version 3.5 for Mac OS Appendix B Standard forms 201 Picture Message form In addition to the standard message fields, the Picture Message form provides a space for you to paste a picture. To paste a picture into the form, simply save a picture in uncompressed PICT format in the clipboard, click in the Picture Preview field, and then choose Edit } Paste. Quick Message form Using FirstClass • Version 3.5 for Mac OS Appendix B Standard forms 202 The Quick Message form provides checkboxes for common messages, plus space to add more detailed information. Request for Information form The Request for Information form allows you to request information. Checkboxes allow you to specify whether you want a fax response, and to indicate whether your need for information is urgent. In the body of the message, you can give more details on the type of information you require. Requisition form The Requisition form is designed to replace a paper requisition form. Use it to order office or other supplies. You would address the form to the person Using FirstClass • Version 3.5 for Mac OS Appendix B Standard forms 203 responsible for supplies, or your FirstClass administrator might set up a program to process requisitions automatically. Using FirstClass • Version 3.5 for Mac OS Appendix B Standard forms 204 Using FirstClass • Version 3.5 for Mac OS A P P E N D I X C Shortcuts As described on “Choosing commands” on page 15, there are often several different ways you can perform the procedures in this manual. For simplicity’s sake, we provide only one alternative in a procedure, usually the menu command. However, to perform a task more quickly, you can often doubleclick an item, type a keyboard shortcut, or click a toolbar button. This appendix lists the items you can open in FirstClass simply by doubleclicking them, and the keyboard shortcuts available for most menu commands.(FirstClass also supports the standard keyboard shortcut method for choosing from Macintosh menus). For information on the toolbar, refer to “Using the toolbar” on page 48. Double-clicking shortcuts On the Macintosh, you choose File } Open to open objects such as files and folders. You probably know that, as a shortcut, you can also double-click on them. In FirstClass, you can use the double-click feature to open folders, conferences, messages, and documents. In addition, you can double-click on the following objects to quickly open related items such as information forms or résumés. Names in messages Double-click the icon beside any name in the To, From, Cc, or Bcc field of a message to view the user’s résumé. Double-click the name of a conference to view information about the conference. Names in the FirstClass Directory Double-click any name in the FirstClass Directory to view the user’s résumé. Double-click the name of a conference or gateway to view information about the conference or gateway. Names in a chat Double-click the name of a chat participant to view the participant’s résumé. Using FirstClass • Version 3.5 for Mac OS Appendix C Shortcuts 206 Names in message histories Double-click a name in a message’s history to view a user’s résumé. Doubleclick the name of a gateway to view information about routing to that gateway. Attachments Double-click any attachment or uploaded file to transfer it to your computer. Editable text Double-click a word you are editing to select the entire word. Shortcut menus To perform a task more quickly, you can often use a shortcut menu. To display a shortcut menu, click and hold the mouse button. The menu that appears is context-sensitive—that is, it contains the commands most useful for the task you are performing. For example, if you are editing a message and you want to change the style of some text to italic, you can do so using a shortcut menu. 1) Highlight the text that you wish to change. 2) Click inside the selected range and hold the mouse button. Using FirstClass • Version 3.5 for Mac OS Appendix C Shortcuts 207 3) Choose Style } Italic from the menu. Drag-and-drop shortcuts You can use drag-and-drop shortcuts to address messages, attach files to your FirstClass messages, save attachments, and move text from other documents to your FirstClass messages or documents. Using FirstClass • Version 3.5 for Mac OS Appendix C Shortcuts 208 Addressing messages You can address a message by dragging names from the Directory, other messages, or the text field of a message, to the To, Cc, or Bcc field of your message. Attaching files To attach a file to your FirstClass message, drag it from your Finder and drop it into the Attachment field of your message. Saving attachments To save an attachment, drag it from the Attachment field and drop it on the folder in which you want to save it. FirstClass saves the attachment in that folder. Moving text To move text from a FirstClass or other document to your FirstClass message or document, select the text you want to move, and then drag the selection into the text field of your message or document. Copying text To copy text into your FirstClass message or document, select the text you want to copy, and then hold down the Option key while you drag the selection to the desired location. Transferring picture and sound files Picture and sound files can be attached and saved using drag-and-drop shortcuts, just like other files. In addition, you may drag-and-drop clippings of the picture or sound from the attachment viewer to your Finder. To open the attachment viewer, press the Option key while clicking on the filename in the attachment field of the message. Drag-and-drill Drag-and-drill allows you to navigate through your conferences and folders while dragging text, a message, or a sound or picture file within FirstClass. When you pause the mouse over a conference or folder while dragging an object, that conference or folder opens. Using FirstClass • Version 3.5 for Mac OS Appendix C Shortcuts 209 New Conference menu items Three new Conference menu items simplify navigation through messages and files in FirstClass. Conference } Open Previous Item opens the message preceding the one that is currently open or selected. Conference } Open Previous Unread opens the unread message immediately preceding the one that is currently open or selected. Conference } Open Previous in Thread opens the preceding message in the message thread that is currently open. Keyboard shortcuts File menu shortcuts Cmd+ N Create a new settings document (if you are not logged into FirstClass) Create a new message in your mailbox (if you are logged into FirstClass) Cmd+ O Open the selected settings document (if you are not logged into FirstClass) Open the selected item (if you are logged into FirstClass) Cmd + W Close the selected item Using FirstClass • Version 3.5 for Mac OS Appendix C Shortcuts 210 Cmd + S Save the current item on your hard disk Cmd + T Transfer a file from your computer to the server Cmd + D Delete the current or selected item Cmd + I Display additional information about the selected item Cmd + F Search the current window for specified text Cmd + G Find the next item matching search specifications Cmd + P Print the selected item Cmd + Q Quit the FirstClass application Edit menu shortcuts Cmd + Z Undo the most recent action Cmd + Y Redo the most recent action Cmd + X Delete the selected text and place it on the clipboard Cmd + C Place the selected text on the clipboard Cmd +V Insert text from the clipboard into the open message Cmd +A Select all text in the current window Cmd +[ Make the selected text one point smaller Cmd +] Make the selected text one point larger Cmd + \ Display a font size selection dialog for the selected text Shift +Cmd+ Z Remove any applied styles to the selected text Shift +Cmd + B Make the selected text bold Shift +Cmd+ I Apply italics to the selected text Shift +Cmd + U Underline the selected text Shift +Cmd + D Apply the Outline style to the selected text Shift +Cmd + W Apply the Shadow style to the selected text Shift +Cmd +' Apply the Quoted style to the selected text Cmd+ ↑ Move to the upper pane in a message window Cmd+ ↓ Move to the lower pane in a message window Message and conference shortcuts Cmd+ N Create a new message in your mailbox Using FirstClass • Version 3.5 for Mac OS Appendix C Shortcuts 211 Cmd+ R Reply to the selected or open message Cmd + ' Quote text from the open message in a reply Cmd + + Forward the selected or open message Cmd+ E Send the selected or open message Cmd + H View the history of the selected or open message Cmd + – Toggle the unread flag for a message or conference Cmd+ B Toggle the Bcc field for an open message Page down Move forward through the current message one screen at a time Page up Move backward through the current message one screen at a time Cmd + U Open the next unread item in the current window Cmd + / Open the next message in the current thread Cmd + ; Display the Permissions form for the selected or open conference Cmd + ` Approve the selected or current message in a conference Service menu shortcuts Cmd + K Connect to or disconnect from the server Cmd + L Display names in the FirstClass Directory View menu shortcuts Cmd + M Display entries in the current window in date order, with the oldest item at the top Cmd+ = Expand the current window to display all items Using FirstClass • Version 3.5 for Mac OS Appendix C Shortcuts 212 Using FirstClass • Version 3.5 for Mac OS A P P E N D I X D Modem concepts and standards This appendix explains some concepts you should understand when selecting, purchasing, and configuring a modem. It also explains and lists some of the standards used. Modem concepts This section explains the following concepts: • flow control and handshaking • baud rate, or bits per second (bps) • fall back • hardware carrier detection • DTR hangup Flow control and handshaking Flow control is the method the modem uses to control the quantity of data the computer sends to the modem. It ensures that data is not lost if it is sent to the modem faster than the modem can accept it. Flow control is necessary because the speed at which the computer can send data to the modem may be faster than the speed at which the modem can send data to the remote modem. Most high speed modems can still connect to older, lower speed modems. When they do so, they receive information from the computer at high speed, and send the data out at a lower speed. Therefore, they may have to instruct the computer to slow down periodically. There are two widely recognized standard methods for flow control: software handshaking (using XON/XOFF) and hardware handshaking (using RTS/CTS). Software handshaking (XON/XOFF) You cannot use software handshaking with FirstClass. However, most high speed modems default to XON/XOFF handshaking, as do many other programs. Therefore, you must ensure that any modem setup strings you create do not turn on XON/XOFF handshaking. Using FirstClass • Version 3.5 for Mac OS Appendix D Modem concepts and standards 214 Hardware handshaking (RTS/CTS) If you use a high-speed modem or a modem with error correction or data compression, you must enable hardware handshaking. Hardware handshaking uses the Clear to Send (CTS) and Request to Send (RTS) pins on the modem cable to control data flow. It uses the RTS pin for input handshaking and the CTS pin for output handshaking. The receiving computer uses input handshaking. When the computer has received as much data as it can handle, it disables RTS. It enables RTS again when it is ready to resume receiving data from the modem. The sending modem uses output handshaking. When the modem is ready to receive data, it enables the CTS pin and the computer starts transferring data. When the modem has received as much data as it can handle, it disables the CTS pin to inform the computer that the modem buffer is almost full. (A high-speed modem typically contains a small amount of RAM for data buffers.) The computer then suspends data transfer. Once the local modem has emptied its buffer by transmitting data to the remote modem, it enables CTS again. To use hardware handshaking, you must have a hardware handshaking cable (that is, a cable with pins 4 and 5 enabled at both ends). Baud Rate or Bits Per Second (bps) The measure of how fast a modem transfers data. The standard baud rates are 300, 1200, 2400, 9600, 14400, and 28800 bps. The faster the baud rate, the faster the data transfer. If you divide the baud rate by 10, you get a rough estimate of the number of bytes (or characters) transferred per second, and this provides an idea of how long a file transfer will take. For example, a 2400 bps modem can transfer about 240 bytes per second (that is, about 1 KB every four seconds). Therefore, a 25 KB file would take about 100 (25 x 4) seconds to transfer. Obviously, faster speeds are better. Fall Back When two modems first connect, they negotiate to find the best communication speed they can both use for the connection. Often this speed is less than the maximum speed supported by one of the modems; in this case, you would say the modem has fallen back to the lower rate. For example, if Using FirstClass • Version 3.5 for Mac OS Appendix D Modem concepts and standards 215 modem with speeds of 2400 bps and 9600 bps try to connect with each other, they would negotiate a connection at the speed of 2400 bps. The modem whose speed is 9600 bps would then fall back to 2400 bps. Hardware carrier detection The FirstClass Client has two ways of detecting that the connection to the server has been dropped: • if it doesn’t receive a response from the server within a certain time period • if the Carrier Detect pin on the modem cable is turned off The second method identifies a dropped connection more accurately than the first. To use this method, you must enable hardware carrier detection when you configure your modem connection. If you enable hardware carrier detection, the client monitors the Carrier Detect pin on the modem cable. The modem turns this pin on when it receives a special tone, called the carrier, from the remote modem. When the modem stops receiving this tone, it turns this pin off, and the client reports that the connection has been dropped. For information on enabling carrier detection, refer to “Configuring a modem connection” on page 36. DTR hangup A computer can tell a modem to hang up a call in one of the following ways: • by sending the Attention string followed by the Hangup string • by setting the modem up to monitor the Data Terminal Ready (DTR) pin, and then turning the DTR pin off SoftArc recommends that you do not use the Attention string option because, if the modem speed does not match the computer speed, the Attention string will not be received correctly, and the modem might not hang up. Since speeds can easily get out-of-sync during some negotiations, this is not an uncommon problem. Using FirstClass • Version 3.5 for Mac OS Appendix D Modem concepts and standards 216 The DTR pin option is more effective. If you select this option, FirstClass tries to hang up the modem by turning off the DTR pin, waiting for an OK, and sending the Hangup command. Modem standards The standards described in this section fall into three categories: standards for modulation (speed), error correction, and data compression. Most modem standards are referred to by a code assigned by the Consultative Committee for International Telephony and Telegraphy (CCITT). ! Warning: Avoid modems with proprietary standards for highspeed communication, error correction, or data compression. These features only work when the modems at both ends of the connection support the same standards. Modulation (speed) standards Modulation (or speed) standards provide a method of standardizing the rates and ways modems communication with each other, and how they negotiate the best communication speed they can both use for the connection (refer to “Hardware carrier detection” on page 215). You should be familiar with the following modulation standards: V.22: The CCITT standard used for data transmission at speeds up to 2400 bps. HST: The USR proprietary standard used for data transmission at speeds from 9600 to 16800 bps, depending on the model. (The reverse channel is much slower; if connecting to another type of modem, the best speed you can expect is 2400 bps.) Hayes V-series: The Hayes proprietary standard used for data transmission at speeds up to 9600 bps. (The reverse channel is much slower; if connecting to another type of modem, the best speed you can expect is 2400 bps.) V.32: The CCITT standard used for data transmission at speeds up to 9600 bps. Using FirstClass • Version 3.5 for Mac OS Appendix D Modem concepts and standards 217 V.32bis: The CCITT standard for data transmission at speeds up to 14400 bps. V.32terbo: The AT&T proprietary standard for data transmission at speeds up to 19200 bps. V.fc: The Rockwell chip set proprietary standard for data transmission at speeds up to 28800 bps. V.34: The CCITT standard for data transmission at speeds up to 28800 bps. Error correction standards Error correction standards provide a way of correcting errors that result from outside interference, such as noise on the phone line. Error correction ensures that data coming out of the receiving modem is exactly the same as data going into the sending modem. Error correction standards correct only those errors occurring between the two modems—they cannot correct errors occurring between the modem and the computer. You should be familiar with the following error correction standards: V.42: The CCITT error correction standard. MNP Error Control: The Microcom Networking Protocol; an early error correction standard. The V.42 standard is based, in part, on MNP. Data compression standards Data compression standards provide a way of compressing data at the sending modem, transmitting it across the modem link in compressed form, and then expanding it at the receiving modem. If the data can be compressed, data compression increases the effective throughput. If the data cannot be compressed (for example, if it has already been compressed with a utility such as Stuffit, Compact Pro, Disk Doubler, or PKZip), then modems with data compression have little benefit. You should be familiar with the following data compression standards: V.42bis: The CCITT data compression standard. It has a theoretical maximum compression ratio of four to one. Using FirstClass • Version 3.5 for Mac OS Appendix D Modem concepts and standards 218 MNP Level 5 Compression: The Microcom data compression standard. This standard, part of the V.42bis standard, has a lower maximum compression ratio (two to one). MNP 5 actually slows down the transfer of already compressed files. Using FirstClass • Version 3.5 for Mac OS A P P E N D I X E Modems: advanced information This appendix describes how FirstClass interacts with your modem. It also provides more detailed information about the modem connection file. How FirstClass interacts with your modem The interaction of FirstClass with your modem begins when you log into a FirstClass system. FirstClass automates the steps of the login process, using the connection configuration stored in the connection file. At each step of the process, two status lines appear on the Login form. The first line shows the action in progress, and the second line shows the commands sent to the modem and the responses from the modem. The following steps occur during login. 1) FirstClass sends the Reset string to the modem on the serial port specified in the connection file and waits for the modem to return an “OK” response. The status line displays “Resetting modem” followed by the Reset string sent to the modem. 2) When the server receives the OK response, it sends the Setup string and waits for an OK. The status line displays “Setting up modem” followed by the Setup string sent to the modem. Note: Because each modem requires a different Setup string, you must select the correct modem type on the Connection form. For more information, refer to “Configuring a modem connection” on page 36. Using FirstClass • Version 3.5 for Mac OS Appendix E Modems: advanced information 220 3) If any optional settings (such as Speaker, H/W Handshake, DTR Hangup, or Carrier Detect) are set in the MODEM.FCP file, FirstClass sends the Option string to the modem. The status line displays “Sending modem options” followed by any optional commands sent to the modem. 4) FirstClass sends the Dial String to the modem and waits for a “CONNECT” response from the modem. The Dial string contains the phone number defined in the settings document. The status line displays “Dialing the number” followed by the Dial string sent to the modem. After the Dial string has been sent, the first status line displays “Waiting for connection”. Make sure the phone number on the status line is correct, including any prefixes such as 9 or 1, as well as any necessary area codes. 5) If the modem is able to negotiate a connection, the status line displays the messages “Negotiating connection” and “Connected”. When the connection is established, your user ID and password are sent to the server. If they are correct, your FirstClass desktop appears. If all server modems are busy, your modem returns a “BUSY” response, and the login fails. If your modem is unable to connect, it returns a “NO CARRIER” response and the login fails. For troubleshooting instructions, refer to “Troubleshooting modem connections” on page 166. If any step in the login process fails, the login stops. Editing a modem connection file (FCP file) The generic modem settings document in your FirstClass folder uses a connection file (an FCP file) describing your modem setup, and this connection file may be the only one you need. However, you may find that you need to modify it, or to create an additional connection file to be used in certain situations. In this case, you can edit the FCP file. All settings documents that use the same FCP file use the same configuration. For example, if you turn off the speaker in MODEM.FCP, then the speaker will be off for all settings documents that use MODEM.FCP. Using FirstClass • Version 3.5 for Mac OS Appendix E Modems: advanced information 221 If you need to have two different connection settings, create two connection files. For example, you might want the speaker on for some systems and off for others. To do so, you would duplicate MODEM.FCP, renaming it QUIET.FCP. Configure QUIET.FCP to turn the speaker off. When you set up the settings document for a system, select QUIET.FCP if you want the speaker turned off, and MODEM.FCP if you want it turned on. To edit a connection file, follow these steps. 1) On the Login form, click Setup. Note: If you are already logged in, you can also open this form directly by choosing Service } Setup. The name of your FirstClass system may appear in the menu before the word “Setup”. 2) On the Service Setup form, set the Connect Via field to MODEM.FCP (or the modem connection file you want to use). 3) Click Setup. Using FirstClass • Version 3.5 for Mac OS Appendix E Modems: advanced information 222 The name of the connection file being edited appears at the top of the form. Note: You can also open this form directly by choosing Service } Connection Setup } Modem. 4) For Protocol, select the method that you will use to communicate with FirstClass system that uses this connection file. Select one of the following options: — Serial: Select this option if you use a modem connected to a serial port on your computer. This default setting is the valid option in almost all situations. — Comm Toolbox: Select this option only if you use the Communication Toolbox to access the FirstClass Server. — Comm Toolbox Serial: Select this option only if you use a serial connection to access the FirstClass Server, but use the Communication Toolbox to access the serial port. You should only use this if the standard serial port access is unavailable. Note: The Setup CommToolbox button appears only when you set Protocol to Comm Toolbox or Comm Toolbox Serial. Click it to display the Communication Toolbox Setup Form for the tools you Using FirstClass • Version 3.5 for Mac OS Appendix E Modems: advanced information 223 have installed. For more information, refer to your Comm Toolbox Tools documentation. 5) In the Connection section, enter information in the following fields: Modem: Identify the command file for the modem you will be using. All MDM files contained in the Modems folder are included in this list. Port: Select the serial port to which the modem is attached. If the correct serial port does not appear in the list, use the Comm Toolbox Serial option in step 4 on page 222. Phone: Specify whether to use tone or pulse dial mode. Speaker: Turn the modem speaker on or off while dialing. Script: Select the script file to be used for this connection. Connection scripts are optional and not required for standard modem connections. The field contains all the script files you have created. (To find out how to create a script, refer to Appendix G, “The MDM file format”.) 6) In the Cable Options section, the options are automatically set to the values appropriate for the modem type when you select a modem. Before changing these fields, refer to your modem documentation. If applicable, change information in the following fields: H/W Handshake: Specify whether to use hardware handshaking. You must select this option if you are using a high-speed modem or a modem that supports data compression or error correction, or both. For more information, refer to “Flow control and handshaking” on page 213. DTR Hangup: Specify whether FirstClass uses the DTR (Data Terminal Ready) pin to notify the modem when to hang up a call. For more information, refer to “DTR hangup” on page 215. Carrier Detect: Specify whether your modem supports carrier detection. SoftArc recommends that you use carrier detection. For more information, refer to “Hardware carrier detection” on page 215. Using FirstClass • Version 3.5 for Mac OS Appendix E Modems: advanced information 224 7) In the Speed Options section, the settings are automatically set to the values appropriate for the modem type when you select a modem. Before changing these fields, refer to your modem documentation. If applicable, enter information in the following fields: Auto Speed: Whether you want FirstClass to automatically set the speed of the serial port to the speed reported in the CONNECT message from the modem. If you do not check Auto Speed, FirstClass does not change the port speed. Baud Rate: Select the speed at which FirstClass will attempt to make the connection. This is the speed between your computer and your modem, not the “modem-to-modem” speed. If hardware handshaking is enabled, this speed is typically two to four times higher than the rate used if hardware handshaking is not enabled. 8) Click the arrow beside Advanced Settings. 9) In the Trace section, select as many of the following options as necessary to select the types of trace information you want to save in the FirstClass Client log file. Receive: Records information on packets received. Selecting this option can decrease your link speed significantly, because it instructs FirstClass to write a great deal of data to disk. Send: Records information on packets sent. Selecting this option can decrease your link speed significantly, because it instructs FirstClass to write a great deal of data to disk. Errors: Records information on packet errors. Connect: Records information on connection messages. Using FirstClass • Version 3.5 for Mac OS Appendix E Modems: advanced information 225 Modem/Scripts: Records information on modem and scripting commands. 10) For Window, select the size of the sliding window, in packets. FirstClass uses a sliding window protocol, which allows for efficient data transfer even over long connection paths. Select one of the following options: — 4: Recommended if you are connected over a very slow link with little or no delay, such as a modem connection with a speed of 2400 bps. — 8: Recommended if you are connected over a link with long delays, such as a Wide Area Network (WAN) or satellite link. — Auto: Recommended if you want your computer to negotiate with the modem to determine the largest possible window size that can be used. SoftArc recommends that you select this option. 11) For Packets, you might need to set the size if you are communicating over multiple network types. Larger packets are more efficient, but will slow down the response to other commands while file transfers are in progress. For example, if your network has a modem connection to an X.25 network, the modem can support communication speeds of up to 14400 bps, but the maximum speed of the X.25 network is 2400 bps. In this case, you would need to lock the packet size to 232 bytes. To set the packet size, select one of the following options: — 232 bytes: Recommended if you will be communicating with modems with speeds of 2400 bps. — 512 bytes: Required if you will be communicating with modems with speeds of 9600 bps or 14400 bps, and networks. — Auto: Recommended if you don’t know what kind of modem you will be communicating with, or if you will be communicating with different types of modems (for example, if some of the systems to which you connect use modems with speeds of 2400 bps, and oth- Using FirstClass • Version 3.5 for Mac OS Appendix E Modems: advanced information 226 ers use those with 14400 bps). SoftArc recommends that you select this option. 12) For Lock, specify whether you want FirstClass to decrease the packet size if it encounters transmission errors. To enable FirstClass to change the packet size, select None. To lock the packet size, select the size to be used. SoftArc recommends that you select None. 13) For Encrypt, specify whether you want FirstClass to encrypt data transmitted between the client and server. If you want encryption to occur, select On. (This option is most frequently used on networks.) If you do not want encryption to occur, select Off. Do not use encryption if you are using a modem that supports V.42bis or MNP 5 compression, because encrypted data cannot be compressed. 14) On the Advanced Settings form, click Save. 15) On the Service Setup form, click Save. Using FirstClass • Version 3.5 for Mac OS A P P E N D I X F The MDM file format FirstClass provides many predefined modem (MDM) files. Each MDM file is a text file that stores information about a particular type of modem. You can configure most of the parameters in the MDM file when you configure your modem. For more information, refer to “Configuring a modem connection” on page 36. To configure the other parameters, you can modify the MDM file directly with a text editor. For example, the following is the MDM file for a Hayes Compatible 28800 bps modem. The most common reason for changing an MDM file is to increase the Long Timeout period (MLTO). You might need to do so if you are using a slow Using FirstClass • Version 3.5 for Mac OS Appendix F The MDM file format 228 communications link—for example, if you are making calls over a great distance (such as across an ocean). You will probably not need to change the other parameters. You might need to create an MDM file if the modem you are using is not available in the list of modems in the MODEM.FCP dialog. Before creating an MDM file, try checking the Other Modems folder on your installation diskette. If you can’t find your modem there, check the Conferences } Software Libraries } Modem Settings conference on SoftArc Online. If you do not find an MDM file for your modem, ask SoftArc Technical Support to create one. When you call, have your modem documentation handy. Syntax rules The strings in the MDM files use the format of the C programming language. Therefore, all backslashes must be “quoted” with another backslash. For example, the string \\Q3 will be sent to the modem as \Q3. FirstClass allows both single quotes (') and double quotes (") as string delimiters. The provided MDM files use single quotes because some AT&Tbased modems use double quotes in their commands. The following special characters are used in MDM files: • \r (return) • \n (linefeed) MDM file parameters With the syntax rules described in the previous section, use the following parameters in a modem file. MNAME The complete name of this modem, as opposed to the truncated DOS filename. Using FirstClass • Version 3.5 for Mac OS Appendix F The MDM file format 229 MDMATT The Attention string, typically +++. This variable allows the use of TIES strings (an alternative format for the Attention string) although few modems use them. MDMDIAL The Dial string, typically AT%s\r. The client uses this string when dialing a FirstClass Server. The %s is replaced with the phone number in the settings document, together with the tone or pulse modifiers. MDMTONE and MDMPULSE The tone and pulse dial modifiers. Some modems do not support these modifiers. For such modems, these parameters must be blank. These parameters correspond to the Phone field on the MODEM.FCP form. MDMHUP The Hangup string, typically ATH\r. MDMANS The Answer string, typically ATA\r. MDMRESET The modem Reset string. Common Reset strings are AT&F\r and ATZ\r. The AT&F\r string performs a hardware reset, reverting to factory settings. The ATZ\r string reverts to settings saved with the AT&W command. MDMINIT The Initialization (INIT) string. This string can be up to 40 characters long. The Initialization string is used to turn off the extended functions of the modem, including flow control, data compression, error correction, DTR hangup, and carrier detection, thus allowing these functions to be controlled by the modem configuration defined on the MODEM.FCP form. If you use ATZ\r as the Reset string, the Initialization string must contain the following commands, which are required by FirstClass. ATS0=0V1E0 where: Using FirstClass • Version 3.5 for Mac OS Appendix F The MDM file format • S0=0: Disables auto-answer. • V1: Returns non-numeric (text) results. • E0: Disables echo. 230 For a Hayes ULTRA modem, you could use the following Initialization string: ATS0=0V1E0X4W1&K0&Q0N0M0&C0&D0\r This string contains the standard configuration plus the following optional commands: • X4: Enables the return of result codes to the user. • W1: Enables the extensions to the result codes. This causes the details of the connect type to appear in the connection progress display on the client and server. • &K0: Disables flow control. • &Q0: Disables error correction and compression. • N0: Disables the autospeed function. • M0: Disables the modem speaker. • &C0: Disables carrier detection. • &D0: Disables DTR hangup. The example initialization string initializes the modem as a high speed modem with a speed of 2400 bps. The modem will only connect at speeds at or below the speed of the last command sent to it. MDMOPT The Option string is similar to the Dial string. It is typically AT%s\r. The %s will be replaced by the optional commands listed below. Using FirstClass • Version 3.5 for Mac OS Appendix F The MDM file format 231 • MDMHWHS: Enables flow control, error correction, and data compression. For the Hayes ULTRA, it would be &K3&Q5N1, meaning turn on hardware handshaking, compression, and error correction (auto-reliable mode), and lock the speed regardless of the connection rate. This command corresponds to the H/W Handshake field on the MODEM.FCP form. • MDMSPKR: Enables the modem speaker during dialing and negotiation. It corresponds to the Speaker field on the MODEM.FCP form. • MDMCD: Enables carrier detection. It corresponds to the Carrier Detect field on the MODEM.FCP form. • MDMDTR: Enables DTR hangup. It corresponds to the DTR Hangup field on the MODEM.FCP form. These commands are sent to the modem only if they are configured in the modem connection file. MBAUD The speed to use if hardware handshaking is not enabled. For a high-speed modem, this parameter is usually set to 9600 bps. For lower-speed modems, the parameter is usually set to the highest rate the modem supports. This parameter corresponds to the Baud Rate field on the MODEM.FCP form. MHWHSBAUD The speed to use if hardware handshaking is enabled. This speed is typically two to four times higher than the rate specified in MBAUD. Do not change this parameter in the MDM file, but change it in the modem connection file. MAUTOSPEED The Autospeed string. This string specifies whether to use the autospeed feature on hardware handshaking connections. MLTO The Long Timeout string. This string specifies how long (in 60ths of a second) to wait for a CONNECT signal after sending the Dial command. If the Using FirstClass • Version 3.5 for Mac OS Appendix F The MDM file format 232 connection will take a long time (for example, for calls over a great distance), you might wish to increase the Long Timeout period. MSTO The Short Timeout string. This string specifies how long (in 60ths of a second) to wait for an OK from the modem after sending most commands. MGTO The Guard Timer string. This string specifies how long (in 60ths of a second) to wait after sending the Attention string before sending any more commands. MDELAY Some modems, especially internal and shared modems, take a while to wake up. This string specifies how long (in 60ths of a second) to wait for the modem to wake up before sending it commands. MCOMMENTS General comments about the modem. Using FirstClass • Version 3.5 for Mac OS A P P E N D I X G Connection scripts When you configure a modem connection, you can specify the name of a file containing a script that executes automatically when the modem answers or initiates a call. For example, you might use a script file if you are connecting to the FirstClass Server through an X.25 network. This appendix explains how to use connection scripts. To create a connection script file, follow these steps. 1) Using a text editor such as SimpleText or TeachText, create a script using the commands listed in “Connection script commands” on page 233. 2) Name the file, using a name ending with the extension “FCL”. 3) Copy the file into the Scripts folder. The script appears in the Script field on the MODEM.FCP dialog. Connection script commands A script file can contain the following commands. SEND The SEND command sends text to the modem. Use the following format: SEND '<text>' where: • <text> is the text you want to send to the modem. If the text contains spaces, you must enclose the text in single or double quotation marks. Do not type the angle brackets on this or any other parameter. You can include the following escape sequences in the <text> parameter: \r \n where: • \r represents a carriage return after the text Using FirstClass • Version 3.5 for Mac OS Appendix G Connection scripts • 234 \n represents a new line before the text For example, to send the password “mypassword” followed by a carriage return to the modem, you would enter: SEND 'mypassword\r' WAITFOR The WAITFOR command instructs the server to wait for any of the specified strings to be returned from the remote modem. If the timeout expires before any of the strings have been received, the server terminates the connection attempt and reports an error 1083 (timeout in script). Use the following format: WAITFOR '<text1>' '<text2>' ... -T<timeout> where: • <text1> and <text2> is the text you want to send to the modem. If the text contains spaces, you must enclose the text in single or double quotation marks. You can list as many items of text as you wish. Do not type the angle brackets or the ellipsis (...). • <timeout> is the time period you want the modem to wait, in 60ths of a second. You must include the –T parameter. For example, to instruct the server to wait 20 seconds for the words “service”, “disconnect”, or “no carrier”, you would enter: WAITFOR 'service' 'disconnect' 'no carrier' –T1200 DISPLAY The DISPLAY command sends text to the modem for display purposes only. Use the following format: DISPLAY'<text>'–D where: Using FirstClass • Version 3.5 for Mac OS Appendix G Connection scripts • 235 <text> is the text you want to send to the modem. If the text contains spaces, you must enclose the text in single or double quotation marks. You must include the –D parameter. For example, to instruct the modem to write the text “X.25 login sequence starting” to the log file, you would enter: DISPLAY 'X.25 login sequence starting' –D DELAY The DELAY command instructs the server to wait a specified time. Use the following format: DELAY <nnn> where: • <nnn> is the time period you want the modem to wait, in 6oths of a second. For example, to instruct the server to wait ten seconds, you would enter: DELAY 600 Using FirstClass • Version 3.5 for Mac OS Appendix G Connection scripts 236 Using FirstClass • Version 3.5 for Mac OS A P P E N D I X H Glossary A Address book The folder that stores a user’s personal mail lists and personal address forms. Administrator A user with all privileges, responsible for setting up and maintaining a system. Alias A pointer to a file, folder, or conference. Opening the alias opens the object to which it points. All Users privilege group A privilege group to which all users are automatically assigned. See also Privilege group. American National Standards Institute See ANSI. ANSI American National Standards Institute. The standards organization dedicated to the development of voluntary standards for industry. AppleShare The network operating system software for AppleTalk networks. AppleTalk The networking protocol developed by Apple Computer Inc. to enable file and resource sharing among Macintosh computers and devices. Approver permission A permission that gives FirstClass users the ability to read unapproved messages and approve them. See also Permission. ASCII American Standard Code for Information Interchange. An eight-bit communication code. ASCII is used to simplify and standardize communication between computer systems. ASCII code can represent 256 characters, but the “standard” character set is only 128 characters. Using FirstClass • Version 3.5 for Mac OS Appendix H Glossary 238 Attachment A file uploaded as part of an e-mail message. Auto-forward loop An error which can occur when users use the auto-forward feature. For example, Sue might have set up her account to auto-forward mail to Jim, who has set up his account to auto-forward to Bill, who has set up his account to auto-forward to Sue. If FirstClass detects such a loop, it breaks it and notifies the administrator. Auto-forward privilege A privilege that allows users to automatically forward a copy of any message they receive to another user or conference. See also Privilege. Auto open An optional attribute for a conference that causes the conference to open automatically if it contains unread messages. Auto-registered Users privilege group A privilege group containing all users who have registered themselves on a FirstClass system. This privilege group is an override group. See also Privilege group, Override privilege group. Auto-registration An optional feature of FirstClass that allows users who are not registered on the FirstClass server to register themselves automatically. Auto-reply privilege A privilege that allows users to send an automatic reply to messages they receive. Users might use this feature to reply to messages received while they are on vacation. See also Privilege. B Baud rate The measure of how fast a modem transfers data. For modems that send a single bit of data at a time, the standard speeds are 300, 1200, 2400, 9600, 14400, and 28800 bps. The higher the baud rate, the faster the data transfer. Using FirstClass • Version 3.5 for Mac OS Appendix H Glossary 239 Bcc Blind Carbon Copy. A copy of a message sent privately to a user. Other recipients cannot see who received blind carbon copies. Bitmap See BMP. Blind carbon copy See Bcc. BMP BitMaP. A digital representation of an image on a computer screen. Bps Bits per second. The measure of the speed of a modem. Broadcast message A message sent by an administrator to each logged-in user. Often used to notify users that the server is about to be shut down. Browser permission A permission that gives FirstClass users the ability to open messages. See also Permission. Buffer A temporary storage area in a computer’s memory. This area is used to store data being transferred between devices. Use of buffers minimizes interruptions or pauses in data transfer. C Carbon copy See Cc. Carrier detection The method used to determine whether a modem connection has been dropped. See also Hardware carrier detection. Cc Carbon Copy. A copy of a message sent to a user other than the main recipient. Using FirstClass • Version 3.5 for Mac OS Appendix H Glossary 240 CCITT Consultative Committee for International Telephone and Telegraph. An international body that develops standards for telecommunications. cc:Mail A LAN e-mail application produced by Lotus Development Corp. It runs on Microsoft Windows, DOS, OS/2, Macintosh, and UNIX platforms. cc:Mail provides optional gateways to other e-mail systems. It is based on Lotus’s Vendor Independent Messaging standard. CD-ROM Compact disk-read only memory. A form of optical storage in which data is stored on a disk similar to a musical compact disk. CD-ROM codes data digitally and can hold the data for 100,000 pages of text. Chat To engage in real-time online conversations with one or more other users. See also Private chat, Public chat. Class of user Defined by what method a user is using to connect to the FirstClass Server. Can be either remote or regular. Client A software application that works on the behalf of a user to access the services provided by a server. See also Server. Client/server architecture An architecture in which one computer runs server software and acts as a server for a second, connected computer that runs client software. See also Client, Server. CLUI Command Line User Interface. An interface provided for users with a VT100 or ANSI-compatible terminal emulator, who do not have access to the Macintosh or Microsoft Windows graphical interfaces. Command Line User Interface See CLUI. Using FirstClass • Version 3.5 for Mac OS Appendix H Glossary 241 Command Line Users privilege group A temporary group for users logged into FirstClass using the Command Line User Interface (CLUI). This privilege group is an override group. See also Privilege group, Override privilege group. CommToolbox See Communications Toolbox. Communications Toolbox A set of managers and utilities provided by Apple Computer Inc. to allow developers of third-party products to add networking and communication functions to their applications. Compact disk-read only memory See CD-ROM. Compression The processing of data to reduce the number of bytes required to store it, and consequently, the amount of time required to transmit it across a communication medium. See also Data compression standard. Conference An online forum for user discussion, usually focused on a single topic. Connection script file A text file used by FirstClass to execute automatically when a modem answers or initiates a call. You can create your own connection script files, if you wish. Also known as a FCL file. Consultative Committee for International Telephone and Telegraph See CCITT. Contributor permission A permission that gives FirstClass users the ability to send messages to a conference, delete items they sent to the conference, and view the Conference Permissions form. (This is the default permission.) See also Permission. Using FirstClass • Version 3.5 for Mac OS Appendix H Glossary 242 Controller permission A permission that gives FirstClass users the ability to edit the Conference Permissions form and messages sent by other users. See also Permission. Creator permission A permission that gives FirstClass users the ability to move and resize windows and create sub-conferences. See also Permission. CTS Clear To Send. The pin used in hardware handshaking. D Data compression standard A standard for compressing data, sending it across a modem link, and then expanding it at the receiving end. Data compression results in an increase in the effective throughput, if the data can be compressed. Data already compressed by another utility cannot be compressed. Data Terminal Ready See DTR. Desktop The window displayed while a user is logged into FirstClass. It contains that user’s mailbox and any conferences to which he or she subscribes. Directory See FirstClass Directory. Directory synchronization A process that automatically duplicates users and routes from one server in a network of FirstClass Servers to all other servers on the network. Disallowed permission A permission that denies a user the ability to open a conference. See also Permission. Disk Operating System See DOS. Using FirstClass • Version 3.5 for Mac OS Appendix H Glossary 243 Disk speed The speed with which a computer can read or write data on a disk. DOS Disk Operating System. An operating system developed for micro-computers. A common DOS operating system is Microsoft’s MS-DOS. DOS Users privilege group A temporary group for users logged into FirstClass using DOS. This privilege group is an override group. See also Privilege group, Override privilege group. Download The act of transferring a file from an online system to one’s own computer. DTR Data Terminal Ready. A method of instructing a modem to hang up on a call. You can configure FirstClass to use this method. If you do, the modem monitors the DTR pin on the serial cable. When the server wants to hang up, it turns the DTR pin off. E Error correction standard A standard for correcting modem errors resulting from outside interference, such as phone line noise. Error correction ensures that data coming out of the receiving modem is exactly the same as the data going into the sending modem. Ethernet A LAN system developed in the late 1970s through a partnership of DEC, Intel, and Xerox. It is a baseband system. EtherTalk The Apple product that allows an AppleTalk network to be run over Ethernet cables. External folder A link between an icon within FirstClass and a folder within the Macintosh file system, or a subdirectory in Windows. When a user double-clicks on the Using FirstClass • Version 3.5 for Mac OS Appendix H Glossary 244 icon within FirstClass, the folder contents are displayed and can be read or downloaded. F Fall back The action of a modem that reverts to a speed lower than its maximum communication rate. When two modems connect, they negotiate to find the best communication speed they can use for the connection. If the maximum speed supported by one modem is lower than the maximum speed supported by the other, the higher-speed modem “falls back”. FAQ Frequently Asked Question. SoftArc provides a list of FAQs (and their answers) on SoftArc Online. Fax server A server that provides access to fax services. FCL file See Connection script file. FCP FirstClass Protocol. A networking protocol used for communication between a FirstClass Server and a FirstClass Client. FCP ensures that no data is lost during communication. FidoNet A worldwide network of personal computers that connect using telephone lines. File server A server that provides file sharing services. Many file servers also provide other services, such as network management, printer services, and communication services. Firewall A combination of hardware and software that separates a LAN into two or more parts to prevent unauthorized access to a network; a necessity for web sites. Using FirstClass • Version 3.5 for Mac OS Appendix H Glossary 245 FirstClass Client The application used to log into a FirstClass Server and access the services provided by it. The FirstClass Client is freely distributable. FirstClass Directory A list of all users, conferences, and gateways in a FirstClass system. Not to be confused with a directory of files within the DOS or Windows environment. FirstClass Notifier The application used by users who work on a network and connect to a FirstClass Server by an AppleTalk or IPX connection. The FirstClass Notifier tells users of new incoming mail when they are not logged into the FirstClass Server. FirstClass Personal A feature of FirstClass that allows users to use FirstClass features while disconnected from their FirstClass Server. FirstClass post office All FirstClass data, including messages, files, and the FirstClass Directory. FirstClass Protocol See FCP. FirstClass Server The software application that allows a computer to offer access to a FirstClass system to users of the FirstClass Client. The server, which usually runs on a separate, dedicated computer, determines who can connect to the FirstClass System, what services people can use when they are connected, and what information they can see. FirstClass Tools The application you use to configure a FirstClass Server. Flow control See Handshaking. Using FirstClass • Version 3.5 for Mac OS Appendix H Glossary 246 Folder A place to store messages and files. Users can use folders to organize their mailboxes. Foreign gateway See Other gateway. Form A display containing fields into which you can enter data, or which FirstClass uses to display data. FTP File Transfer Protocol. A protocol for transferring files between computers on a TCP/IP network. Full Internet access Also called a direct connection to the Internet. Full Internet access gives a user access to all Internet resources, including Telnet, FTP, e-mail, and news. G Gateway Software that works with a FirstClass Server, allowing it to exchange information with other communication systems. GVC A family of low-cost modems. H Handshaking The process of controlling data flow between a computer and its modem. Handshaking (or flow control) ensures that data is not lost, as would be the case if the computer sent data to the modem faster than the modem could process it. The two standard methods for handshaking are software handshaking (using XON/XOFF) and hardware handshaking (using RTS/CTS). Hardware carrier detection A type of carrier detection in which a computer monitors the Carrier Detect pin on an attached serial cable leading to a modem. The modem turns this Using FirstClass • Version 3.5 for Mac OS Appendix H Glossary 247 pin on when it receives a special tone, called the carrier, from the remote modem. When it ceases to receive this tone, it turns off this pin. See also Carrier detection. Hardware flow control See Hardware handshaking. Hardware handshaking A method of flow control using the Clear to Send (CTS) and Request to Send (RTS) pins on the serial cable. See also Input handshaking, Output handshaking. Hayes A family of modems developed by Hayes Computer Corporation. The Hayes standard has been followed by many other modem manufacturers. Hayes V-series The Hayes proprietary standard for data transmission at speeds up to 9600 bps. (The reverse channel is much slower; if connecting to another type of modem, the best speed you can expect is 2400 bps.) High-speed modem A modem that supports data compression, or error correction, or both. Hop A server or gateway through which an e-mail message passes on the way to its destination. For example, a message is sent by a user on Server A to a user on Server C. Server A is not directly connected to Server C, so it routes the message to Server B, which routes the message to Server C. We say that the message has gone through two hops to get to its destination. HST The USR proprietary standard for data transmission at speeds from 9600 to 16800 bps, depending on the model. (The reverse channel is much slower; if connecting to another type of modem, the best speed you can expect is 2400 bps.) Using FirstClass • Version 3.5 for Mac OS Appendix H I Glossary 248 Input handshaking A method of flow control used to control the transmission of data from the computer to a modem. When the computer has received as much data as it can handle, it disables the Request to Send (RTS) pin. It enables this pin when it is ready to resume receiving data from the modem. See also Handshaking. Internet A world-wide collection of networks that communicate using the IP protocol. It includes public networks such as the National Science Foundation Network (NSFnet), and private networks, such as those at various universities. Compare Intranet. Internet Protocol See IP. Internet Protocol address See IP address. Internet Service Provider An agency that provides access to the Internet, usually for a fee. Internetwork Packet Exchange See IPX. Interrupt Request See IRQ. Intranet A private network that uses the IP protocol. Compare Internet. IP Internet Protocol. The part of the TCP/IP suite of protocols that handles the transmission of data across the network. The IP protocol provide no error detection and recovery services. Other TCP/IP protocols provide these services. Using FirstClass • Version 3.5 for Mac OS Appendix H Glossary 249 IP address Internet Protocol address. A numeric address used by the Internet to send e-mail and other data from one computer to another. IPX Internetwork Packet Exchange. A protocol used for the transportation of packets of information across a network. This protocol is used by Novell NetWare. IRQ Interrupt ReQuest. A number assigned to external devices attached to a computer, such as a modem. If the modem and another device have been assigned the same IRQ number, the modem will not work. ISP See Internet Service Provider. L LAN Local Area Network. A group of computers at one physical location that are connected to allow users to share hardware and software resources. License Software that enables and authorizes you to use FirstClass or one of its optional modules. Local area network See LAN. Local flow control See Handshaking. LocalTalk A low-cost LAN system developed by Apple Computer Inc. for use with AppleTalk. Log file A file that stores information about the activity of a server or gateway. Log files are useful for troubleshooting. Using FirstClass • Version 3.5 for Mac OS Appendix H M Glossary 250 Mac OS An operating system developed by Apple for Macintosh computers. Macintosh A family of personal computers developed by Apple, and distinguished by their graphical user interface. Macintosh User Interface A graphical user interface provided for users of the FirstClass Client for Mac OS. Macintosh Users privilege group A temporary group containing users who are logged into FirstClass with the Macintosh User Interface. This privilege group is an override group. See also Privilege group, Override privilege group. MacTCP A control panel from Apple used to implement the TCP/IP protocol on a Macintosh computer. Mail list A list of users who will receive a particular message. Users can define mail lists to save time when they frequently send messages to the same groups of people. Mailbox A special conference that stores a user’s personal messages, both incoming and outgoing. MDM file Modem configuration file. A text file needed by FirstClass to identify the type of modem used by a FirstClass Server or Client. FirstClass provides many predefined MDM files from which you can choose, or you can create your own. Microsoft Windows An operating system for DOS computers that provides a graphical user interface. Using FirstClass • Version 3.5 for Mac OS Appendix H Glossary 251 MNP Error Control Microcom Networking Protocol. An early error correction standard. See also Thread. MNP Level 5 Compression The Microcom data compression standard. This standard has a lower maximum compression ratio than the V.42 standard. Furthermore, if you try to send a file that has already been compressed, MNP 5 will actually slow down the transfer. See also Data compression standard. Modem MOdulator/DEModulator. A device that connects a computer to a transmission line. Modem file See MDM file. Modem session A type of remote session that allows one user to connect to a FirstClass Server (using a modem) at any given time. See also Remote session. Modem string A series of commands sent to a modem to perform a particular function (such as resetting or initializing the modem). Many modems use strings based on the standard developed by Hayes Microcomputer Products Inc. Moderator permission A permission that gives FirstClass users the ability to delete messages sent by other users and to create folders. See also Permission. MUI See Macintosh User Interface. Multi-matching An addressing feature of FirstClass. When an address entered by a user matches more than one name, or when a blank is entered in the FirstClass Directory Search form, FirstClass displays a window with all matching names. The user can then select the correct name from the list. Using FirstClass • Version 3.5 for Mac OS Appendix H N Glossary 252 NDN Non-Delivery Notice. A message sent by the server when it cannot deliver a message. Netscape Navigator A utility used for browsing the World Wide Web. Network Notifier See FirstClass Notifier. Network session A session that allows one user to connect to the FirstClass Server (across a network) at any given time. Compare Remote session. Network user See Regular user. NIC Network Interface Card. A circuit board installed in a computer to enable it to communicate with other computers across a network. Non-delivery notice See NDN. Notifier See FirstClass Notifier. Novell The company that produces the NetWare LAN software. Nubus slot The bus used by the Macintosh II line of computers. It has a slower data transfer rate than the Processor Direct Slot (PDS) bus used by the Macintosh SE model line. Nubus was developed by Texas Instruments. Using FirstClass • Version 3.5 for Mac OS Appendix H O Glossary 253 Offline Users privilege group A temporary group containing users who are using FirstClass Personal to work offline. This privilege group is an override group. See also FirstClass Personal, Privilege group, Override privilege group. OneNet A network of public FirstClass systems sharing common conferences for information exchange. Other gateway Software that works with a FirstClass Server, allowing it to exchange information with a non-FirstClass mail system. Other Sites privilege group The privilege group to which all gateways and users on remote FirstClass Servers are assigned. Output handshaking A method of hardware handshaking regulating data transmission from a modem to a computer. When the modem receives as much data as it can handle, it disables the Clear to Send (CTS) pin and transmits the data to the computer. The modem enables this pin when it is ready to resume receiving data from the computer. See also Hardware handshaking. Override privilege group A privilege group whose settings override the settings for any other groups to which its members belong. See also Auto-registered Users privilege group, Command Line Users privilege group, DOS Users privilege group, Macintosh Users privilege group, Offline Users privilege group, Windows Users privilege group. P Packet A series of bytes transmitted across a communications channel such as a network or phone line. Packet switching A form of data transmission which divides messages into packets for separate transmission. Each packet can take a different route to its destination, Using FirstClass • Version 3.5 for Mac OS Appendix H Glossary 254 depending on which routes are available when it is transmitted. The packets are reassembled to form the complete message when they reach their destination. Path (general) The route to a file on a disk. Path (referring to multi-site mail in FirstClass) The complete set of hops required to deliver a piece of mail to its destination. See also Hop. Permission The level of access a user or group of users has to a conference. Personal address book The folder that stores a user’s personal mail lists. Personal address form A form used to store the phone numbers, addresses, and e-mail information for users on your FirstClass system. PICT A graphic file format used on the Macintosh. Graphics generated by most Macintosh graphics programs are PICT files. Polite shutdown A shutdown method that broadcasts a message to all users, requesting that they log off. When all users have logged off, the server shuts down. Port A physical input/output channel on a computer. In some protocols, ports are referred to as “sockets”. See also Virtual port. Post office The repository of all FirstClass data, including messages, files, and the FirstClass Directory. Using FirstClass • Version 3.5 for Mac OS Appendix H Glossary 255 Private chat An impromptu chat initiated by a user, only accessible to people he or she invites to participate. Private conference A conference that is available only to those users who have been explicitly granted subscriptions. Privilege A feature to which a user has access. Privilege group One or more users who require—and are given—access to the same features or conferences. Protocol A set of rules for communication between computers. See also AppleTalk, IPX, TCP/IP. Proxy server A server that accepts connections from users on an internal network and relays them to a server on an external network (such as the Internet). A proxy server provides security for the internal network, because it prevents users attached to the external network from finding out about the computers on the internal network. Public chat A permanent chat created by the administrator, and usually dedicated to a specific topic. Public conference A conference that is available to all users. R RAM Random Access Memory. The working memory of the computer which stores applications and data temporarily (that is, until the computer is turned off). RAM permits non-sequential access to its contents. Using FirstClass • Version 3.5 for Mac OS Appendix H Glossary 256 Random Access Memory See RAM. Reader permission A permission that gives FirstClass users the ability to view message history, download attachments, and search. See also Permission. Receipt privilege A privilege that enables users to request receipt notifications for messages that they send. See also Privilege. Regular user A user who can log into FirstClass using either a network session or a remote session (for example, using a modem or TCP/IP connection). Remote name The FirstClass Directory entry for a user on another server. Remote session A session that allows one user to connect to the FirstClass Server (using a modem or through the Internet) at any given time. By increasing the number of remote sessions, you increase the number of users who can simultaneously connect to FirstClass using a modem or through the Internet. See also Network session. Remote user A user who can only log into a FirstClass system through a remote session (for example, using a modem or TCP/IP connection). In earlier versions of FirstClass, remote users were called “telecom users”. Compare Regular user. Request to Send See RTS. Résumé Descriptive information about a user, conference, or gateway, contained in a file most users can open and read. It is usually optional for a user to fill in his or her résumé. Using FirstClass • Version 3.5 for Mac OS Appendix H Glossary 257 Route A FirstClass Directory entry providing FirstClass with information it needs to deliver messages to a remote destination. RTS Request to Send. A pin used in hardware handshaking. S Serial A hardware standard for sending data one bit at a time, commonly used to allow a computer to connect to a device such as a modem or printer. Serial port A socket on a computer, used to connect the computer to a device such as a modem or printer. The Macintosh uses a serial port to attach to a printer, whereas a PC uses a parallel port. Server A software application that allows a computer to offer a service to another computer. The FirstClass Server offers access to a FirstClass system. See also Client. Server computer A machine running the FirstClass Server software. Server-to-server gateway A gateway that allows you to connect multiple FirstClass Servers together to make large integrated mail and conferencing networks. Session A logical connection between two applications; for example, a connection between the FirstClass Client and the FirstClass Server. See also Network session, Remote session. Settings document A file that contains all the information required for a FirstClass Client to connect to a FirstClass Server. In earlier versions of FirstClass, settings documents were called “settings files”. Using FirstClass • Version 3.5 for Mac OS Appendix H Glossary 258 Settings file See Settings document. Site name The name identifying the FirstClass Server within a FirstClass network. The site name corresponds to the server site name specified in FirstClass Tools. Sliding packet protocol/Sliding window protocol A protocol that, when sending a data stream, allows the sender to transmit a certain number of packets before receiving acknowledgment. After the receiver acknowledges receipt of the first packet, the window of queued packets “slides” along one packet in the stream and adds it to the queue. This class of protocol improves performance on slow links and WANs. Socket See Port. Software handshaking A method of flow control regulating data transmission. You cannot use software handshaking with FirstClass. See also XON/XOFF flow control. Splash screen The screen that is displayed when you launch an application. You can customize the splash screen for the FirstClass Client. Subscriber A user having an alias of a conference on his or her desktop. Summary permission A permission that gives FirstClass users the ability to open a particular conference and view the list of messages. See also Permission. Supervised conference A conference for which messages and attachments must be approved before they are available to users. Surfing The action of exploring Internet resources. Using FirstClass • Version 3.5 for Mac OS Appendix H Glossary 259 Surplus remote session A remote session that is not currently being used for a modem connection. See also Remote session. System 6.08, 7, 7.1, 7.5 Software from Apple Computer Inc. that provides the basic operating system for all Macintosh computers. System monitor A tool that displays a real-time list of users who are logged into a FirstClass Server and what they are doing on the system. T TCP/IP Transmission Control Protocol/Internet Protocol. A suite of communications protocols developed by the U.S. Department of Defense, and used by the Internet. TCP/IP session A type of remote session that allows one user to connect to a FirstClass Server (through the Internet) at any given time. See also Remote session. Telecom user See Remote user. Temporary privilege group A privilege group to which users belong only for the duration of the current session. See also Command Line Users privilege group, DOS Users privilege group, Macintosh Users privilege group, Offline Users privilege group, Windows Users privilege group. Terminal emulation A process that enables a computer to imitate a dumb terminal (that is, a terminal with no CPU). Thread A series of messages on a single topic, consisting of an original message and a set of replies. Using FirstClass • Version 3.5 for Mac OS Appendix H Glossary 260 Toggle To turn on or off. As in toggle switch. Transmission Control Protocol/Internet Protocol See TCP/IP. Trash collection The process that checks for files with no aliases. It runs daily (at 3:00 A.M., by default). If the Trash Collector finds a file with no aliases, it deletes the file. U UNIX A family of operating systems, including BSD and System V. Unlisted A user or conference who does not appear in the FirstClass Directory, and to whom only users with the View Unlisted permission can send messages. Upload The act of transferring a file from one’s computer to an online system where other users can download and use it. USRobotics A family of high-quality modems. V V.22 The CCITT standard for data transmission at speeds up to 2400 bps. V.32 The CCITT standard for data transmission at speeds up to 9600 bps. V.32bis The CCITT standard for data transmission at speeds up to 14400 bps. V.32terbo A modem standard for data transmission at speeds up to 19200 bps. Using FirstClass • Version 3.5 for Mac OS Appendix H Glossary 261 V.34 A CCITT error-correction standard, only usable by modems capable of operating at 28800 bps. V.42 The CCITT error correction standard. V.42bis The CCITT data compression standard. It has a theoretical maximum compression ratio of four to one. V.fc A modem standard for communication at speeds of up to 28800 bps. V-FAST A modem error-correction standard only usable by modems capable of operating at 28800 bps. Virtual memory Hard disk space used as a slow form of RAM. Temporarily useful for running an especially large application, but degrades performance too much to be useful on a server. Virtual port A number identifying a particular application. Often referred to only as a port, but its existence is logical rather than physical. Volume A partition of a hard disk. VT100 A terminal developed by Digital Equipment Corporation, used as a standard for terminal emulation. Also a virtual terminal protocol developed for the OSI model. VT102 A variation of the VT100 terminal. Using FirstClass • Version 3.5 for Mac OS Appendix H W Glossary 262 WAN Wide Area Network. A large network containing many smaller networks and spanning a large geographic area. Web See WWW. Wide Area Network See WAN. Windows See Microsoft Windows. Windows User Interface A graphical interface provided for users of the FirstClass Client for Windows. Windows Users privilege group A temporary privilege group containing users who are logged into FirstClass with the Windows User Interface. This privilege group is an override group. See also Privilege group, Override privilege group. World Wide Web See WWW. WUI Windows User Interface. A graphical user interface provided for users of the FirstClass Client for Windows. WWW World Wide Web. An information service that uses hypertext to provide an interface to Internet resources. WYSIWYG What You See Is What You Get. The state when the display on your computer screen matches the image on the printed page, more or less. Using FirstClass • Version 3.5 for Mac OS Appendix H Glossary 263 X XON/XOFF flow control A software flow control method using two special characters: XON, which tells the computer to start sending data, and XOFF, which tells the computer to stop sending data. You cannot use XON/XOFF flow control with FirstClass. Z Zone A logical group of devices on an AppleTalk network. Using FirstClass • Version 3.5 for Mac OS Appendix H Glossary 264 Using FirstClass • Version 3.5 for Mac OS Index Symbols ... in procedures 17, 234 <> in procedures 16 } in commands 16 Numerics 3D Look menu command 129 A About Conference menu command 80 Accept invitation to chat 108 Address book personal address forms 116–118 personal mail lists 113–116 using 113–118 Address Book menu command 113, 116 Addressing messages 54–55 messages through gateways 57–58 Advanced settings 224–226 Aliases Make Alias menu command 119 making for a conference 86–120 Alternate Message form 199 Alternate setting documents 161 Angle brackets in procedures 16 Answer string 229 AppleTalk configuring connections for 26–28 LocalTalk or EtherTalk network connections 24 requirements for connections 23–24 settings documents for 26–28 zones 28, 30, 134, 182 Approval of attachments 91 of messages 81 Approve menu command 211 AT&T, modulation standard used by 217 Attach File menu command 88 Attachments 87–95 and FirstClass Personal 156 and working offline 156 approval of 91 background file transfers of 87 changing subject description for uploaded files 90 description of list 91, 93 File Transfer Progress display 93 icon 48, 80, 91, 93 resuming transfers of 94–95 saving 92–93, 206 searching a list for 99 sending 87–89 Upload menu command 90 Attention string 215, 229 Auto Open checkbox for objects 122 Auto option, for Window advanced settings field 225 Auto Speed field 224 Automatically Append Host Site Name field 161 Auto-registration 42–44 Autospeed string 231 B Background file transfers 87 Backing up, Personal post office 163 Baud rate description of 213 field 224 hardware handshaking 231 string 231 Bcc. See Blind carbon copies Bits per second 213 Using FirstClass • Version 3.5 for Mac OS 266 Blind carbon copies addressing messages with 56–57 displaying Bcc field 56–57 Hide Bcc menu command 57, 211 Show Bcc menu command 57, 211 Bold menu command 60, 210 Bold text, in mailbox 48 Bps 213 Browsing conferences 80 Bulk menu command 64 C Cable options 38, 223 Carbon copies blind 56–57 Cc field 181 for forwarded messages 72 for message replies 68 viewing résumés of names in Cc field 205 Carrier Detect pin 215 Carrier Detect, field 223 Carrier detection 215 CCITT 216 CD-ROMs accessing 145 links from FirstClass to 101 Change Password menu command 151 Changing conference window appearance 140 expiry dates 138 MDM file format 227–232 message and file information 120– 122 modem connection files 221–227 organization of windows 124 passwords 112 preferences 109–111 protected status 122 subject description for uploaded files 90 text, using Undo and Redo menu commands 60 Chats 103–108 invitations 107–108 preferences for 111 private 103–106 public 106–107 saving transcripts of 106 sound preferences for 111 viewing résumés of participants in 205 Check Spelling menu command 61, 63 Check Spelling on Close/Send checkbox 63 Checking spelling 61–63 Choosing, menu commands 15–16 Clean Up Icons menu command 126 Clear menu command 60 Clear to Send pin 214 Close menu command 209 Color menu command 60 Comm Toolbox option for Protocol field 222 Comm Toolbox Serial option for Protocol field 222 Commands choosing menu 15–16 using keyboard shortcuts for 205– 213 Comments parameter 232 Company Sensitivity menu command 64 Composing messages 53–56 Conference Items Expire After field 160 Using FirstClass • Version 3.5 for Mac OS 267 Conference replication, setting up for FirstClass Personal 155–156 Conferences accessing offline 155–156 browsing 80–81 changing window appearance for 140 folder 46 offline 155–171 opening 80 private 86 putting aliases of, on your desktop 86–120 reading items in 80–81 replying to items in 81–83 searching in 98–100 viewing information on 205 window 46–47 Configure Offline menu command 157 Configuring AppleTalk connections 26–28 modem connections 36–39 TCP/IP connections 33–36 Connect checkbox, for log files 172, 224 Connect Every field 159 Connect menu command 152, 211 Connect Via field for a connection file 221 for a modem connection 31, 37 for a TCP/IP connection 29, 34 for an AppleTalk connection 27 for an IPX connection 27 for log information 172 Connect When FirstClass Personal Shuts Down field 159 Connect When FirstClass Personal Starts Up field 159 Connect When Mail is Waiting to Be Sent field 159 Connection files 193 changing 221–227 scripts for 195, 233–235 Connection Setup menu command 222 Console, FirstClass Personal 173–174 Consultative Committee for International Telephony and Telegraphy. See CCITT Contents, searching 99, 101 Conventions 15–17 Converting settings documents 22 Copy menu command 60, 106, 210 Created field 121 Creating 26 folders for messages 76 messages 53–56, 209, 210 messages for conferences 85 messages in a form 58–59 settings documents 26, 209 Creator field, for objects 121 CTS pin 214 Customize Toolbar menu command 126, 127, 128 Customizing 118 desktop 118–120 FirstClass Personal 157–161 preferences 109–111 toolbar 128–129 Cut menu command 60 D Data compression standards 217–218 Data compression, and encryption 226 Data, entering 16–17 Date menu command 125, 211 Declining invitation to chat 108 DELAY command 235 Using FirstClass • Version 3.5 for Mac OS 268 Delete menu command 120, 210 Deleting folders 78 messages 74 Delivery menu command 65 Desktop description of 45 putting conference aliases on 86–120 Detecting dropped calls 215 Dial modifier 229 Dial phones. See Phones Dial string 229 Dictionary files 63 Directory menu command 211 Disconnect menu command 152, 211 Disconnecting during file transfer 93 DISPLAY command 234 Display Replication Status Window field 160 Do Not Replicate Messages Over field 160 Documentation conventions 15–17 Don’t accept invitations checkbox 111 Double-clicking 205–206 Download folder 193 Download menu command 94, 210 Downloads. See Attachments Drag-and-drop shortcuts 207–208 DTR hangup 215–216 field 223 E Editing functions 60 Ellipsis in procedures 17, 234 Enable Suggestions checkbox 63 Encrypt field, for advanced settings 226 Entering data 16–17 Envelope area of FirstClass message 47 Error correction standards 216, 217 Error messages 174–189 for FirstClass Personal 168–169 Errors checkbox, for log files 172, 224 Errors, recording information for packet errors 172, 224 EtherTalk, network connection 24 Examples using Veritec 17 Exit menu command 210 Expiration changing dates 138 expire in field 122 expires field 122 External drives. See Hard disks External folders 145–146 F Fall back 214 FCL files 195 FCP files 193–194 File list window 46–47 File Transfer form 199–200 File transfers. See Attachments Files accessing external 145–146 Attach File menu command 88 changing information for 120–122 connection 193 disconnecting during transfers of 93 FCL 195 FCP 193 log 197 MDM 194, 223, 227–232 MODEMS.TXT 197 ReadMe 197 resuming transfers of 94–95 script 195 searching name field of 99, 101 Using FirstClass • Version 3.5 for Mac OS 269 transfers of, occurring in background 87 FirstClass Client folder 193–197 FirstClass Client log file 197 FirstClass Directory italics in 104 searching 143–145 viewing information on conferences in 205 viewing information on gateways in 205 viewing résumés of names in 205 FirstClass editor 60 FirstClass Personal 147–162 console 173–174 customizing 157–161 error messages for 168–169 forcing connections 161 installing 149–151 starting 151–153 terminating connections 161 using alternate settings documents for 161 using conferences in 155–171 using e-mail in 153–155 Flags unread 48, 80 unsent 48 Flashing menu bar icon checkbox, for Network Notifier 135 Folders accessing external 145–146 conferences 46 deleting 78 Download 193 FCP 193–194 FirstClass Client 193–197 help 46 in mailbox 75–78 list window 46–47 Modems 194 name field 76 New Folder menu command 76 Scripts 195 searching in 98–100 searching subfolders 99, 101 Settings 195–196 Font menu command 60 Fonts color 60 size 60 style 60 Forms Alternate Message 199 File Transfer 199–200 Phone Call 58, 200 Picture Message 201 Quick Message 201–202 Request for Information 202 Requisition 202–203 using other forms 58–59 Forward menu command 72, 178, 211 Forwarding messages 72–73 automatically 111 From field 53 for conference messages 85 for conference replies 82 for conference replies to the sender only 83 for forwarded messages 72 for message replies 68 for message replies using quoting 70, 71 searching 99 Using FirstClass • Version 3.5 for Mac OS 270 viewing résumés of names in 205 G Gateways addressing messages to 57–58 viewing information on 205, 206 Generic settings documents for modems 196 for networks 196 Get Info menu command 76, 210 using for changing object information 120 using for uploaded files 90 Get My Private Unread Messages on Each Connection field 159 Guard Timer string 232 H H/W Handshake field 38, 223 Handshaking input 214 output 214 Hangup string 229 Hard disks accessing external 145–146 searching 101–102 searching external 101–102 Hardware carrier detection 215 Hardware handshaking 213–214 baud rate for 231 Hayes V-series modulation standard 216 Help folder 46 Hide Bcc menu command 57, 211 History menu command 66, 73, 211 viewing 73–74 viewing information on gateway in 206 viewing résumés of names in 206 Host Password field 159 Host User ID field 158 HST modulation standard 216 I Icon menu command 125 Icons attachment 48, 80, 91, 93 changing 121 cleaning up 126 conference 145 gateway 145 public mail list 145 regular user 145 remote user 145 Ignore Words in UPPERCASE checkbox 63 Ignore Words with Numbers checkbox 63 Information, changing for objects 120– 122 INIT string 229 Initialization string 229 Input handshaking 214 Installing FirstClass Client 21 FirstClass Network Notifier 131–135 FirstClass Personal 149–151 Invitations to chat 107–108 accepting 108 declining 108 Italic menu command 60, 210 Italics in FirstClass Directory 104 in summary list 81 K Keyboard shortcuts 205–213 Using FirstClass • Version 3.5 for Mac OS 271 Kind field, for objects 121 L Larger menu command 60, 210 Leave Mail on Host Server after Reading field 160 LocalTalk, network connection 24 Lock field, for advanced settings 226 Log files 197 FirstClass Personal 174 selecting type of information recorded in 172, 224 Log Replication menu command 174 Logging in 41–44 automatically 28, 30, 32 using a modem 219 using AppleTalk 26–28 using IPX 26–28 using TCP/IP 29–30 Long Timeout string 227, 231 M Macintosh Open Transport. See Open Transport MacTCP. See TCP/IP Mail. See Messages Mailbox changing preferences for 109–111 opening 51 preferences 109–111 window 46–47 Main Settings Document field 158 Make Alias menu command 119 MAUTOSPEED 231 MBAUD 231 MCOMMENTS 232 MDELAY 232 MDM files 227–232 format of 227–232 MDMANS 229 MDMATT 229 MDMCD 231 MDMDIAL 229 MDMDTR 231 MDMHUP 229 MDMHWHS 231 MDMINIT 229 MDMOPT 230 MDMPULSE 229 MDMRESET 229 MDMSPKR 231 MDMTONE 229 Menu commands, choosing 15–16 Message threads 71, 83–84 Messages addressing 54–55 approval of 81 changing information for 120–122 deleting 74 editing 60–61 entering body text in 47 envelope area of 47 forwarding 72–73 forwarding automatically 111 making unread 53 reading 51–52 replying automatically to 111 replying to 67–71 searching body of 99, 101 sending 64–66 sending to conferences 84–86 symbols 47–48 unsending 66 viewing the history of 73–74 Using FirstClass • Version 3.5 for Mac OS 272 windows displaying 47 MGTO 232 MHWHSBAUD 231 Microcom Networking Protocol Level 5 data compression standard. See MNP Level 5 data compression standard MLTO 227, 231 MNAME 228 MNP Level 5 data compression standard 218 Modem field 37, 223 Modem files. See MDM files Modem parameters MAUTOSPEED 231 MBAUD 231 MCOMMENTS 232 MDELAY 232 MDMANS 229 MDMATT 229 MDMDIAL 229 MDMHUP 229 MDMINIT 229 MDMOPT 230 MDMRESET 229 MGTO 232 MLTO 227 MNAME 228 Modem/Scripts checkbox, for log files 173, 225 Modems and background file transfers 87 changing connection files for 221– 227 concepts 213–216 configuring connections for 36–39 data compression standards for 217– 218 folder 194 MDM file format 227–232 MDM files 194, 223 MODEMS.TXT file 197 modulation standards for 216–217 requirements for connections 25 settings documents for modem connections 31–33 Setup command 219 speed standards for 216–217 standards 216–218 troubleshooting 166–174 using to log in 219 MODEMS.TXT file 199 Modified field, for objects 121 Modulation standards for modems 216– 217 MSTO 232 N Name field changing 121 for new folder 76 Name menu command 125 NDN menu command 65 Negotiating connection message, modems 220 Network field 28, 30 Network Notifier 130–135 and screen savers 135 configuring 133 installing 131 upgrading 132 Network sessions, troubleshooting 165 New features 12–13 New Folder menu command 76 New Form menu command 58 New menu command 209 Using FirstClass • Version 3.5 for Mac OS 273 New Message menu command 53, 85, 210 New Password field 112 New Settings menu command 209 News conference 46 Next in Thread menu command 211 Normal Priority menu command 64 Normal Sensitivity menu command 64 O Offline Conferences folder 156 Offline Conferences menu command 155 Offline configuration 157–161 Offline reader 147–162 Old Password field 112 On Delivery menu command 65 On Read menu command 65 On Route menu command 65 Open menu command 205, 209 Open Next in Thread menu command 84 Open Next Unread menu command 52 Open Previous in Thread menu command 84, 209 Open Previous menu command 209 Open Previous Unread menu command 209 Open Settings menu command 209 Open Transport, choosing a control panel for 23 Opening conferences 80 objects automatically 122 settings documents 209 unread messages 52, 211 your mailbox 51 Option string 230 Organizing windows 122–124 Other Size menu command 60, 210 Outline menu command 60, 210 Output handshaking 214 P Packets tracing information on errors in 172, 224 tracing information on number received 172, 224 tracing information on number sent 172, 224 Packets field, for advanced settings 225 Panes 47 moving between 210 Participants list 105 Password 151 Passwords changing 112 for Network Notifier 134 using when logging in 28, 30, 32, 42 Paste menu command 60, 113 Permissions 139–140 menu command 211 Personal address forms 116–118 Personal mail lists 113–116 Personal Post Office folder 162 Personal post office, backing up 163 Personal Sensitivity menu command 64 Phone # field 33 Phone Call form 58, 200 Phone field 38, 223 Phones Pulse option for dial phones 38, 223 Tone option for Touch Tone phones 38, 223 Picture Message form 201 Plain menu command 210 Using FirstClass • Version 3.5 for Mac OS 274 Popup window checkbox, for Network Notifier 135 Port field 38, 223 Positioning, toolbar 128 Post office 162 Postmark 66 PPO directory 162 Preferences for chat sounds 111 for chatting 111 form 109–111 menu command 109 Previewing, attached files 91 Print menu command 210 Priority menu command 64 Private Chat menu command 103 Private chats 103–106 Private conferences 86 Private Mail Expires After field 160 Private Sensitivity menu command 64 Privileges 137–139 Proprietary error correction standards 216 Protected checkbox for objects 122 Protocol field 222 Proxy IP Address field 36 Proxy Port field 36 Proxy server 33 Public chats 106–107 Public mail list icon 145 Pulse dial modifier 229 Pulse option 38, 223 Pulse phones. See Phones Q Quick Message form 201–202 Quit menu command 210 Quoted menu command 60, 210 R Read menu command 65 Reading conference items 80–81 messages 51–52 ReadMe file 197 Receipt menu command 64 Receive checkbox, for log files 172, 224 Redo menu command 60, 210 Registration form 152 Regular user icon 145 Remote user icon 145 Replicate Now menu command 157, 161 Replicate Offline Conferences on Each Connection field 159 Reply All menu command 67 Reply Conference menu command 82 Reply menu command 82, 211 Reply Preference field 110 Reply Sender menu command 68, 82 Reply Special menu command 67, 68, 82 Reply with Quote menu command 69, 211 Replying automatically 111 Reply Preference field 110 to conference items 81–83 to messages 67–71 Request for Information form 202 Request to Send pin 214 Requirements AppleTalk connections 23–24 FirstClass 19 modem connections 25 TCP/IP connections 24–25 Requisition form 202–203 Reset Command 219 Using FirstClass • Version 3.5 for Mac OS 275 Reset string 229 Resizing windows 47 Résumé menu command 112 Résumés 112–113 of chat participants 205 of conferences in FirstClass Directory 205 of gateways in FirstClass Directory 205 of names in FirstClass Directory 205 of names in message envelope 205 of names in message history 206 viewing conference information 205 Resuming file transfers 94–95 Retry Delay field 32 Retry field 32 Retype Password field 112 Reverse Sort menu command 125 Rockwell chip set, modulation standard used by 217 Route menu command 65 RTS pin 214 RTS/CTS handshaking 214 S Save as Text menu command 106 Save Attachment menu command 92, 210 Save menu command 75, 210 Saving attachments 92–93, 206 chat transcripts 106 Download command 210 Save as Text menu command 106 Save Attachment menu command 92, 210 Screen savers and FirstClass Notify 135 Script field 38 Script files 195 Scripts connection 233–235 folder 195 for connection files 195 for modem connections 223 Scroll Lock checkbox 106 Search menu command 97, 98, 101, 210 Search Next menu command 98, 210 Searching 97–137 external folders and drives 101–102 FirstClass Directory 143–145 for text in messages and documents 97–98 in conferences and folders 98–100 Search Next menu command 98, 210 Secondary Settings Document field 158 Select All menu command 210 Selecting menu commands 15–16 Select All menu command 60, 210 words 206 Send checkbox, for log files 172, 224 SEND command, for connections scripts 233 Send menu command 65, 211 Sending attachments 87–89 Don’t Send button 65 messages 64–66 messages in a chat 105 messages to conferences 84–86 messages using other forms 58–59 Send Now button 65 Unsend menu command 66, 122 Sending trace information on packets sent 172, 224 Sensitivity menu command 64 Using FirstClass • Version 3.5 for Mac OS 276 Serial option for Protocol field 222 Serial ports 38 Server field for a network connection 28, 32 for a TCP/IP connection 30 Service field 41, 43 Service, Setup menu command 221 Session Status menu command 141 Setting up AppleTalk connections 26–28 modem connections 31–33 TCP/IP connections 29–30 Settings documents converting 22 creating 26, 209 customizing 25–26 location of 195 opening 209 Settings folder 195–196 Setup command, for modems 219 Setup menu command, for service 221, 222 Shadow menu command 60, 210 Short Timeout string 232 Shortcuts double-clicking 205–206 keyboard commands 205–213 shortcut menus 206–207 Show Bcc menu command 57, 211 Show items in conferences in reverse order checkbox 110 Show Personal Console menu command 173 Size field 121 Size menu command 60, 125, 210 Sizing the floating toolbar 129 toolbar buttons 128 Sliding window protocol 225 Smaller menu command 60, 210 Smart Zoom menu command 211 Software installing FirstClass Client 19–21 installing FirstClass Network Notifier 131–135 installing FirstClass Personal 149– 151 upgrades 22 Software handshaking 213 Sorting lists by date 125 by icon 125 by name 125 by size 125 by status 125 by subject 125 Sounds for chatting 106 for Network Notifier 135 Sounds, preferences for chats 111 Speaker field 38, 223 Speed MAUTOSPEED string 231 options for modems 38, 224 standards for modems 216–217 Spelling checker setting preferences for 63 using 61–63 Split bar 47 Stack menu command 123 Standards, modem 216–218 Status bar removing 18 viewing 17 Using FirstClass • Version 3.5 for Mac OS 277 Status Bar menu command 17, 18 Status menu command 125 Style menu command 60 Subconferences, searching 99, 101 Subfolders, searching 99, 101 Subject field 53 changing 121 for conference messages 85 for conference replies 82 for conference replies to the sender only 83 for forwarded messages 72 for message replies 68 for message replies using quoting 70, 71 searching 99, 101 Subject menu command 125 Suppress NDN menu command 65 Symbols in commands and procedures 15–17 message 47–48 T TCP/IP and Open Transport 23 configuring connections for 33–36 requirements for connections 24–25 settings documents for 29–30 TCP Buffer field 35 TCP Port field 36 Telephones. See Phones Terminating connections 161 Threads, message 71, 83–84 TIES strings 229 Tile menu command 123 Timeout string, long 231 Timeout string, short 232 To field 181 for conference messages 85 for conference replies 82 for conference replies to the sender only 83 for forwarded messages 72 for message replies 68, 69 for message replies using quoting 70, 71 viewing résumés of names in 205 Tone dial modifier 229 Tone option 38, 223 Toolbar adding buttons to 126–127 customizing 128–129 menu command 48 positioning 128 removing buttons from 127 using 48–49 Toolbar menu command 49 Tools folder 63 Touch Tone phones. See Phones Trace Connection activity menu command 174 Trace information. See Log files Troubleshooting 165–191 U Underline menu command 60, 210 Undo menu command 60, 210 Unlimited Undo/Redo 60 Unread checkbox for objects 122 flags 48, 80 making a message 53 menu command 53, 211 messages, opening next 52, 211 messages, opening previous 52 Using FirstClass • Version 3.5 for Mac OS 278 Unsend menu command 66, 122 Unsending messages 66 Unsent checkbox 122 flags 48 Update My Directory Information field 159 Upgrades for FirstClass software 22 Upload menu command 90 Uploaded files, and FirstClass Personal. See also Attachments 156 Uploads. See Attachments Urgent menu command 64 Urgent, messages 48 User ID 151 User ID field 27, 29, 41 for auto-registering 43 for FirstClass Personal 152 for Network Notifier 134 USR, modulation standard used by 216 V V.22 modulation standard 216 V.32 modulation standard 216 V.32bis modulation standard 217 V.32terbo modulation standard 217 V.34 modulation standard 217 V.42 error correction standard 217 V.42bis data compression standard 217 V.fc modulation standard 217 Validate Site Names on the Host Server field 161 Veritec examples 17 View 18 Viewing status bar 17 the history of messages 73 Viewing lists by date 125 by icon 125 by name 125 by size 125 by status 125 by subject 125 Viruses, using moderated conferences to detect 91 V-series modulation standard 216 W WAITFOR command 234 Wakeup delay string 232 Where field 121 Who’s Online menu command 142 Window field, for advanced settings 225 Windows organizing 122–124 resizing 47 Work Offline menu command 151 Write Protect When Disk Space Drops Below field 160 X XON/XOFF handshaking 213 Z Zones, AppleTalk 28, 30, 134, 182 Zoom menu command 126, 211 Using FirstClass • Version 3.5 for Mac OS 279 Using FirstClass • Version 3.5 for Mac OS Part Number: SOF3120-M