(EN) SOGo: Webmail corporate mail help manual UV

Introduction

SOGo is the "Advanced Interface" web to the email that the Universitat de València provides, to the users of its communication services.

It is not intended to completely replace our veteran Postman, but to provide users who need a more advanced and modern interface to access their mail via the web.

The SOgo interface is designed in AJAX so that it is as similar as possible to a local application that you could have on your computer. In fact, it is very similar to a popular open source mail client, the Thunderbird. The SOGO is handled completely with the mouse, it uses intensively the right button to show contextual menus and the drag (drag-and-drop) to move objects (messages, events, etc ...). Yes, all this has the disadvantage of reduced compatibility: the SOGo does not support more than a small set of web browsers.

The SOGo, in addition to allowing you to access and manage your mailboxes, provides address books with list and search engine support; two of these notebooks are predefined with the university directory (staff and students).

Likewise, the SOGo has a tool to create and manage multiple calendars in which events and tasks can be registered.

The SOGo, on the other hand, is not only a webmail, but it is a collaborative tool, a "groupware" server, designed from the beginning so that you can share your information with other users and with other programs.

Calendars, address books and mailboxes can be shared with any user or group of users, simply by changing the permissions so that others can read and / or write to them. Events can be automatically communicated to users subscribed to the calendar and they can be automatically notified of the insertion of new events and tasks.

Both the agendas and the address books are accessible from any program that supports the CARDAV protocol (for addresses) and / or the CALDAV (for calendars). Proven examples are the Evolution, the iCal, the Iceowl, the iPhone, etc ... In particular, the SOGo is fully integrated with the mentioned Thunderbird (which is the recommended client if you want to use a local application, not web).

In this manual we will explain the different functionalities of this application. Sogo is an intuitive software and you can discover many useful features that could not be collected in this manual with personal experience.

Access to SoGO (UV Mail)

Let's start by accessing the Sogo Webmail. To access the page of our email in Sogo we put in our browser: http://portal.uv.es, or http://correo.uv.es, or https://sogo.uv.es , we have in mind , that in some portals of the UV, SoGO is being called, ' advanced mail ' in the UV. We access the home page, where we are asked for our UV credentials.

In this page we put our username and password to access, we can also choose the language. To access once filled in the data, click on the START SESSION button. This is the screen that we see when we enter:

In the black bar that we find on top of the page are the options of the sogo and when we select any of them when activated, their options appear.

Email

If we select the mail, your options are displayed. In the area to the left of the window are the folders available in our mailbox. In the inbox we find the received e-mails, in the one of the e-mails that we have sent, in spam the mail is saved that the system thinks that we are not interested, for example advertising, in erasers is where the messages are saved before sending them (while you write them), and the trash is where the deleted emails go before they are permanently deleted.

When selecting a folder, to the right of the screen we will see the messages that the folder contains.

If we choose a message, it shows it to us in the lower frame of the screen.

New and unread messages are shown in bold and with an asterisk. Next to the folder indicates in parentheses the number of unread messages.

The options of the mail are the following:

 Receive updates the mail in the wemail with the last messages received on the server.

 The Compose option is used to write new messages. Selecting it opens a new window in which we will write the message.

In this new window we have the options of contacts where we access the data of the book, or address books, attachments where we will put the files that we want to send, and the save button that saves our message in drafts.


Contacts

Contacts opens a new screen where above we find the options, on the left the address books, on the right the contacts of the selected list and below the contact data, or if a list is the contacts that are inside it.

Below to the left are the three ways to add the recipients to the messages: For, to whom it is addressed, Cc is with a copy, and Bcc with a hidden copy. When clicking on these options, the contacts are added to the email, when we finish adding the contacts, we close this window.

Attach a file
Add an attachment

To attach a file, press the attach button and we will see on the right of the screen the browse button through which we search the file on our computer, and we will add all the files we need until we reach the capacity limit.

Delete an attachment added by mistake


To delete a file that has been attached we put the mouse over it, and we see more options such as delete, select all or attach file (s). The attach window will appear whenever we click on the attach button again.
Save a message

When you want to save a message, click on the save button and an email is created in the drafts folder. If while writing an email you save it several times, save the last version you saved and not all. Once saved the mail if you modify or even delete an attachment from the computer will remain in the message.
Options in the messages

The options of the messages are acknowledgment and priority. If we do not specify anything, by default it is sent without acknowledgment and with normal priority.
Submit

When we have completed the message, click on the send icon, located on the top of the options bar the first one. Pressing the message sends and closes the window automatically.

Address book

In the address book we keep the electronic addresses, and other information such as address or telephone, of our contacts. When selecting the address book from the menu, the following options appear:

The screen of the address book is divided into two parts, the one on the left where the notebooks and their options appear, and the one on the right where the contacts of the selected notebook are shown. If we select a contact, it shows all the data of the selected contact.

Create contact

The option to create contact opens a new window to enter the data. In the new screen we will find a drop down with the available address books, so we choose in which notebook we want to include the new contact. The first tab shows us the contact data.

In the second one, we can classify the contacts by categories, for this a blue bar appears and when selecting it, it shows a drop down with the different categories by which to classify the new contact.

The following tab allows you to save personal and work addresses.

And in the last tab we have Other data that may also be of interest.

When we have the data filled press the save button and the new contact will be created. In this same way we can create as many contacts as we need.

Create a LIST

The next option is Create list. With this option we create a list of contacts. The list makes it easy for us to include a whole group of recipients in a single operation, instead of adding contacts one by one. To create a list we will go to the create list option and a new window will open.

In this new window we put the name of the list and a description, and add the contacts with the + button. A cell will appear to fill in where we write the contact's address. If the contact exists in our book, it will autocomplete it automatically.

If it does not exist in the notebook we have to write the whole address. To delete any address from the list what we have to do is select it and hit the button -. When we have the list as we want we will give "Save" and the list will be created that will be added along with the other contacts to our address book.

When we select the list we see the name, alias, description and email addresses that we have in the list. If we click on an email address in the list, a new window opens to send an email to that address.

Modify

The modify option is used to edit contacts or contact lists. To edit them you can also double click on the contact and in both cases a new window will open where we can modify the data.
Write

The option to write is used to write a new email. This has already been explained.
Delete

 

The Delete option is used to delete contacts or lists. When you have selected a contact, if you press the delete button, a confirmation message will appear.

When the message is confirmed, the contact will be deleted.

Recharge

This option reloads the contacts in the selected address book to see if a contact has been modified. This is useful for shared contact notebooks, if another user modifies, adds or deletes some contact, when reloading we would see the modifications.
Address books

Address books are groups of contacts that we can share with other users. The notebooks, which are on the left side of the screen, where our own and those shared by other users appear together.
Create

To create a new address book we select the option "Create address book" and a message appears on the screen. Here we will write the name of the new address book and when we give OK the new notebook will be created. This new book has no contacts, it will be empty.
Subscribe to a notebook

Subscribing to notebooks is the way to share notebooks with other users. So we can see if a user has shared a notebook and subscribe to it. To add a subscription go to the icon and selecting it opens a new window. When the window appears write the name of the user in the box of the magnifying glass, which serves to search, and while looking in the right corner appears a spinning wheel that indicates that you are looking. In the search you can indicate two filters, the address, or the category, with which we have the contact in one of our notebooks.

When you select a contact that you have found and deploy it, two things can appear: a notebook that indicates that the notebook is shared, or a green ball that means that the notebook is not shared. When we have the notebook selected and having permissions, we click on the add button and the notebook will be added to our notebooks. Once the notebook is added to our notebooks, we can use it with the permissions that the owner has given us.

Address book options

If we select an address book and click on the right button of the mouse, it shows us a series of options that can be done on the selected notebook.

Some of the options shown are the same as those shown in the command bar, such as modify, create contact, create list, and delete.

The option to export address book saves a file with the name of the book followed by the extension .ldif. This operation is used to import SOGo contacts to another mail manager that supports the LDIF format.

Importing Contacts is the reverse option to export, if you have a file with the extension .ldif or vCard you can import contacts from other programs into a notebook. When you select the option you will get a dialog that will request the necessary data for the import. To import select the file with the button "Browse ..." When you have the file the "Load" button, and when it finishes doing the import it tells you the number of contacts that have been imported. Pulsas "Done" and the sandwich is closed.

The option "Share" is useful to share a notebook with other users. For this we go to the share option and a new window opens. By default we get the permissions for "Any authenticated user" denied, that means we do not share the notebook with anyone. If we modify these permissions, they will apply to all users. If, on the other hand, we want only specific users to have access to our notebook, we have to go to "Add ..." and a new window will open where we will find the users with whom to share the notebook.We use the "Add" button to add user to user, and when we finish we close the window and we will see how the previous window shows all the contacts that we have indicated. If we double click on one of the contacts we see the permissions with which each user will manage the shared book. Another user may have read only permission, or may modify, or delete contacts from the list as we have authorized.

To delete a contact from the list we must select it and go to the delete button, this is automatically removed from the list.

Calendar

When selecting the calendar in the menu it shows us the options:

The calendar screen is divided into two regions, the left with a calendar with the current date, our personalized calendars and the shared ones, and below the corresponding tasks. On the right the view of the current month where the events of all the calendars are shown, above we see a summary of the closest events.

New event

To create a new event we can select before in which calendar we want to create the event. When selecting a new event, a new window opens where we write the characteristics of the event. If the calendar we have selected is not the one we wanted, we can modify it, indicate the time of the event, do it as a scheduled event, and specify how long in advance we want to be notified of the event.


The notifications can be: alarm and email.

They work the notifications by email in the events, but do not work in the tasks as it is a BUG of the program SOGo that seems that even it is not resolved in any of the existent versions, to date 6/10/2021.

In the case of the alarms works so much in events as in tasks, with personalised warning or no.


Invite attendees

Attendees can be added to an event, which means that the event will appear on the calendar of the invited guests. To invite an attendee to an event we select the option "Invite attendees" and a new screen opens where we can select attendees and see their availability. We can also modify the type of assistant that will be (assistant, optional assistants, not assistant or president), to modify it we click on the icon and the type of assistant will change. We can also see the calendar for that day for an assistant, according to the color in which the hours are displayed, they are free, they are occupied or there is no information.

From this screen you can modify the day and time, either from the option on the bottom right that is a calendar, or with the two options that appear above on the right which modifies the hours looking for free holes directly.

in the schedule.


We can configure the intervals that we want to know:

In this way, it searches the calendar of all the attending contacts for free holes. The hours proposed are those that appear under the calendar and are also the ones below the red bar. When we have configured our event we press the OK button and we will return to the previous screen where we will put the data of the attendees that we have added.

Privacy

We can define the privacy of the event by selecting the option "Privacy" where we will display the options that we can select.These options can be configured when you share the calendar with a user.
To attach

We will get a box where we write the URL that we want to share. When we have finished writing it, we accept and it will show us the link: The events will remain as follows. We who can edit the event see it as the image on the left and the guest user sees it as the image on the left. The user with the green circle has confirmed attendance, the user with the yellow circle has not confirmed, the user who has the red circle is not going to attend the event, and the target that remains pending response.


New homework

If we want to create a new task in the calendar we go to the new task option.

A new window will open with the options of the new task that are similar to the options of the events, but we also have a status of the task and a percentage to indicate in what situation it is. Tasks are not shared with other users but we can indicate the level of privacy and attach a link. When we have configured the task we go to the button to save and close, and we will return to the previous view. On this page, the list of tasks appears. We can edit the task by double clicking on it. We can assign a task to another user when we have permissions on the calendar of the other user. When we assign the task to another user, we will lose the ability to modify it.

The notifications can be: alarm and email.

They work the notifications by email in the events, but do not work in the tasks as it is a BUG of the program SOGo that seems that even it is not resolved in any of the existent versions, to date 6/10/2021.

In the case of the alarms works so much in events as in tasks, with personalised warning or no.


Go to today

The option "Go to today" takes us to the current day when we are on any calendar date
Daily view

This option is to modify the calendar view to see the whole day. The red line is the current time.


Weekly view

This option is to modify the calendar view to see a full week.The red line is the current time and the day marked in orange is the current day.


Monthly view

This option is to modify the calendar view to see the whole month. The day marked in orange is the current day.


Delete

To delete an event or a task, select the element to be deleted and click on the Delete option. Then we will get a notice to confirm if we want to delete it. By confirming it, our element will be permanently deleted.


Recharge

The reload option is used to update information that may have been changed, such as events in other users' calendars.
Calendar options

When we go to the calendar tab, we see the options that we have
New calendar

To add a new calendar we use the corresponding option, and it will show us a box where we insert the name of the calendar.By accepting we will automatically create the calendar adding to the list of those we already had.
Subscribe to a web calendar

To subscribe to a web calendar we select the option and it will show us a box where we must insert the URL of the calendar to be imported. This address will be provided by the web mail manager. An example of this between Sogo and Gmail would be:

Access our Gmail account and go to the calendar. We go to the configuration of the calendar and we go to the option of calendars where it shows us the calendars that we have We go to the options of sharing in the calendar that we want

In these options we must put the email address with which we want to share (the address we use in Sogo), in the drop-down to the right we select the permissions that we want to give, and click "Add person" to finish.

We save the changes and go to the calendar details option. In the Private Address option, we select ICAL and it will show us an address that we must paste in the Sogo. Press Ok and it will load the calendar.


Register for a calendar

To register in a calendar of another user, we select the option and the search engine will show us. Here we write the name of the person we want to search and will show us by that name the people who match.

We display the user and select the calendar to which we want to register. When we do not have permission to register in the calendar, it shows us a green dot. When we have selected the calendar that we want to add we add the button and repeat the operation with all the calendars that we want, and when we finish we close the window and we will see that where we had our calendars now are also the new ones.
Delete a calendar

To delete a calendar we must select it and press the delete icon. When we go to delete it, it will show a confirmation message, to eliminate it we must select "Yes".

preferences

When we select the preferences, it opens a new window where we can modify the configuration that we have in our webmail, including the mail accounts, the address book or the calendars .

general

In the general options we can change the language, the time zone, the date and time format and which module opens by default when we open Sogo.
Calendar options

In the calendar options we can change the configuration of the week, the schedule that we see as available in the calendars (eg working day), the beginning of the year and the categories to label events, which we can create, eliminate, or modify the color with which they represent.
Contacts options

Here we can modify the categories with which we classify the contacts, we can delete and add more categories as we need.
Mail options

Here we have the options of the electronic mail. In the case that we have more folders in the mailbox we can select if we want to load all the folders or only those selected with the option "Show only subscribed mailboxes". We can sort the messages by topic in the option "Sort messages by themes" and they will appear sorted as if they were a mailing list. You can change the frequency with which the server is checked for new mail. In the forwarding of messages it can be configured as an attached file or incorporated with the new message, above or below the text to be entered. If we have a signature we can indicate where we want it to appear. The format we want for our message (Plain text or HTML). And the filters that can be put to the messages to archive, mark, save, discard and send. Another possibility of the Sogo is the automatic classification of the mail. To do this, rules are created that apply to received messages to perform certain actions on them.

First we must put a name to the filter that we are going to create.And then we will define the conditions that the messages have to fulfill, for this we will indicate the value of one or more fields of the message, and the combination rules. With this we select the emails to which the filter will affect it. To add more than one criterion we select the most and when we want to eliminate, having selected the rule, we give the button less and thus it will be eliminated.

Now we are going to define the actions that we want to be done on the selected messages.

  • Resend the message to: with this we can forward an email when we reach the mailbox to another email address, to forward to several emails we have to put an entry for each email.
  • Discard the message what it does is erase it.
  • Save the message, save the selected messages.
  • Send a rejection message: When an email arrives it returns an automatic response with the text that we have to write below. ·
  • Archive the message in: Gives the option to save the message in a different folder than the default one.

  • Mark the message with: Mark the message with the label that we assign.
  • Stop the filters, so that they stop acting the filters that we have put on the selected message. 

    When we finish we give the button Save and close and in the previous window our filter will appear with the option to activate it and sort it with respect to the rest of the filters. To add a new filter we give the button more and to eliminate we select the rule and press the minus button. Remember to activate the rule and always save when finished.
IMAP accounts

In this option we access the configuration of the main account, and we can also add new IMAP accounts that will be consulted from the Sogo.

We can configure is the acknowledgment of receipt.

By default it is blocked the sending of acknowledgment of receipt but we can allow it for some messages, depending on the domain and to whom they are sent.

SERVEI D'INFORMÀTICA - UNIVERSITAT DE VALÈNCIA