ClickMail ® andy@ oneclick.com Central oneclick.com oneclick.com oneclick.com Directory The Master Address Book for Mac OS Administrator Guide for version 1.1.1 Guide Edition 1.1g by Paul A. Collins ©1998–2000 Gracion Software 1257 Tolman Creek Road Ashland, OR 97520-3652 phone: +1 (541) 488-3488 fax: +1 (541) 488-3492 email: [email protected] online support: http://www.gracion.com/server/support/ email support: [email protected] Thank you for choosing ClickMail! ClickMail Central Directory is the perfect complement to AppleShare IP mail services or any other POP or IMAP mail server. ClickMail provides the missing link: a master address book of your users’ email addresses. Your users on Macintosh, Windows, or Unix (and optionally the public), can look up email or postal addresses, phone and fax numbers, any kind of information you want to keep about people, devices, and services. Thanks to the Internet standard LDAP protocol, users can find addresses from ClickMail right from their email programs. LDAP-aware clients include Netscape Communicator, Outlook Express, Eudora Pro, Mulberry, QuickMail Pro, Sherlock 2, and Mac OS 9’s Network Browser. ClickMail comes in two versions: Basic, with up to 100 entries; and XL, with unlimited entries and remote web administration. ClickMail may be evaluated for 30 days from installation. After the evaluation period, you may purchase ClickMail or export your data and delete the software. Trademarks ClickMail® is a registered trademark of Gracion Software. Apple, the Apple logo, AppleShare, Macintosh, the Mac OS logo, and Power Macintosh are trademarks of Apple Computer, Inc., registered in the U.S.A. and other countries. All other brands or product names shown are trademarks or registered trademarks of their respective holders. 2 Contents How ClickMail works ....................................................................... 5 System requirements ...................................................................... 6 Getting started...................................................................................... 7 Installing ClickMail .......................................................................... 7 Files installed in the ClickMail folder ............................................... 7 Other ClickMail files ........................................................................ 8 Test drive ClickMail ......................................................................... 9 Opening the example directory ....................................................... 9 Looking at the entries ................................................................... 10 Looking up with a client program ...................................................11 Setting up a directory ........................................................................ 16 Your data....................................................................................... 16 Making a new directory ................................................................. 16 Special entries .............................................................................. 19 Importing entries ........................................................................... 20 Typing new entries into ClickMail .................................................. 22 Working with entries .......................................................................... 24 Browsing entries ........................................................................... 24 Finding entries .............................................................................. 24 Editing an entry ............................................................................. 25 Adding an entry ............................................................................. 26 Deleting an entry ........................................................................... 26 Distinguished name in the entry window ...................................... 27 Understanding ClickMail and directories ........................................ 28 Launching ClickMail ...................................................................... 28 Mirroring AppleShare .................................................................... 28 What is an entry? .......................................................................... 30 Distinguished Names—the unique identifiers for entries .............. 30 Basic email lookup directory ......................................................... 32 Tree directory ................................................................................ 33 Formal X.500-style directory ......................................................... 34 Other kinds of entries .................................................................... 35 User strategy: an example ............................................................ 35 LDAP Write ................................................................................... 36 Client programs.................................................................................. 37 Generic directions ......................................................................... 37 Eudora Pro 4 ................................................................................. 37 Mulberry ........................................................................................ 39 Netscape Communicator 4.5 ........................................................ 41 Outlook Express ........................................................................... 43 QuickMail Pro................................................................................ 46 Sherlock 2 and Network Browser ................................................. 48 Export/Import...................................................................................... 49 Tab-delimited format ..................................................................... 49 3 Contents LDIF .............................................................................................. 50 vCard ............................................................................................ 50 Import/Data Utility ......................................................................... 50 Importing with Drag-and-drop or AppleScript ................................ 52 Modifying your directory data offline ............................................. 53 Permissions and security ................................................................. 56 Database permissions .................................................................. 56 Attribute permissions .................................................................... 56 Attributes window .......................................................................... 57 Permissions window ..................................................................... 57 Remote Web Administration ............................................................. 61 Installing Web Administration ........................................................ 61 Personal Web Sharing and permissions ....................................... 62 Using Web Administration ............................................................. 65 Edit Mode ...................................................................................... 69 Find Mode ..................................................................................... 71 Browse Mode ................................................................................ 73 Permissions .................................................................................. 74 Customization ............................................................................... 76 Reference ............................................................................................ 77 Menus ........................................................................................... 77 Windows ....................................................................................... 80 Troubleshooting ................................................................................. 88 Error messages in client programs ............................................... 88 Other problems in client programs ................................................ 89 Error messages in ClickMail ......................................................... 91 Web Administration error messages ............................................. 92 Other Web Administration problems ............................................. 92 Other issues .................................................................................. 93 Links and thanks ................................................................................ 95 Web sites ...................................................................................... 95 Colophon ...................................................................................... 95 Acknowledgments! ........................................................................ 96 Glossary .............................................................................................. 97 4 How ClickMail works How ClickMail works The basic purpose of ClickMail Central Directory is to provide a master address book that a group of people can use to look up email addresses. When a user wants to send someone email, he/she opens an email program, types in part of a name, and clicks Find. The email program asks ClickMail for the email addresses of everyone who’s name contains “Fred” (what the user typed). ClickMail sends back