Qasper

Multiple users, single computer

Instead of requiring each user to set up Qasper Sync on their desktop computer, you can set up several users on one computer.

For Email on the Mac/Apple platform, click here.

CRITICAL INFORMATION ON THIS SETUP: CLICK HERE

I. Outlook setup (for Outlook Exchange Server, see further down in this document)

1. Open Outlook on the computer you wish to use.

2. Set up one or more accounts for the email - there are some IMPORTANT/CRITICAL steps in this section that you MUST follow.

a. Select Tools > Account Settings > [Email] tab > New 

b. Click [Next] at the Microsoft Exchange, POP3, etc. window.

c. Select []Manually configure server settings for additional server types, then [Next].

d. Select the source email service and [Next].

e. Enter User Information, Server Information and Logon Information, check if SPA is required, etc.

f. Click [More Settings]

g. Set up optional requirements and settings. Typically, [Outgoing Server] requires authentication, [Connection] is via LAN and [Advanced] Server Port Numbers may not be the same as the defaults.

h. IMPORTANT: If this account is also being accessed on another computer by the user's regular email application, you need to ensure that this set up does NOT remove messages after fetching them. Otherwise, the other application won't be able to see them. 

To ensure this set up doesn't remove the messages, under the [Advanced] tab click []Leave a copy of messages on the server. Do not select the Remove checkboxes. Let the other installation do that.

ALSO CRITICAL: You also need to ensure that the other computer installation doesn't remove them before this installation has a chance to read them and send them to Qasper.

Go to the other computer set up and select the same option, but also select the Remove checkboxes, and remove after 3 or 4 days. 

The result will be that the other computer set up will read the email and leave it on the server for 3 or 4 days. This set up will also then have a chance to read and sync it into Qasper. After 3 or 4 days, the other computer will then remove it from the server. 

If you don't do this, the other computer set up will read the emails and delete them, perhaps before this computer has had a chance to fetch them. As a result, they won't be synced into Qasper.

f. Click [OK]

g. From the Add New E-mail Account window, click [Test Account Settings]. Fix any problems.

h. Click [Next] and [Finish] to close the Add New E-mail Account window

i. Repeat as needed for more more users.

II. If you are running Microsoft Exchange Server - each user must a special folder name and their own storage database:

1. From the Account Settings window (Tools > Account Settings), select the folder for the account you created in I. above

a. Click [Change Folder].

b. Click [New Outlook Data File...] from the New E-mail Delivery Location window

c. Select Office Outlook Personal Folders File (.pst) and click [OK].

d. Provide a file name. We suggest it identify the specific user, something like this (email address followed by underscore and the user's Qasper ID):

frank.edwards@jonesco.com_1570

e. Click [OK]. The window will close and will open the Create Microsoft Personal Folders window.

f. In the Name box, enter the exact email name and user id to identify the user, in this format:

{user email address}:{user ID}

For example:

frank.edwards@jonesco.com:1570

g. Click [OK] to close the Create Microsoft Personal Folders window. A Password is not required.

h. Click [OK] to close the New E-mail Delivery Location window.

i. Repeat for the other new accounts as needed.

j. Click [Close] to close the Account Settings window.

III. Check that the folder inbox is in each account:

1. In the Email list, click the [+] button beside the new folder to display the subfolders automatically created. If a folder named "inbox" is not there, create it:

a. Right-click on the folder name and select New Folder.

b. In the Create New Folder window, enter the name, inbox.

c. Ensure the folder you created is selected and click [OK].

d. Back in the Email list, ensure a subfolder named inbox is there.

2. Review everything. The new folder should be in the Mail Folders list and if you click the [+] button it should show an Inbox.

IV. Test the connection:

1. Send an email to the new account from Qasper. 

2. Select the [Send/Receive] toolbar button drop down, click on the new account and click Inbox.

Ensure the email has arrived. Go back over the instructions if nothing arrives in a reasonable time.

Outlook Exchange Server

Outlook Exchange identifies users with a more cryptic email address than typical. This requires Qasper to translate the Exchange Server address into a standard one. Exchange server uses this format:

/o=Organization/ou=Administrative Group/cn= Recipients/cn=Username

as in:

O=MYCOMPANY/OU=FIRST ADMINISTRATIVE GROUP/CN=RECIPIENTS/CN=WJONES

MYCOMPANY would be the domain and WJONES the email name. Qasper needs to translate that into:

wjones@mycompany.com

Since that translation information isn't readily apparent, you must set up the user account in Outlook to reflect the required info. Therefor 

IMPORTANT INFORMATION

If the emails for the account are also being fetched onto another computer, you must go to that account's settings on that computer and ensure the option to leave a copy of messages on the server is selected for a specific number of days - we suggest 3.

You must do this on that other computer to ensure that the emails aren't deleted before they are fetched onto the computer hosting the multi-user account.

To do that in Outlook:

a. Select the folder (often that folder is named Personal Folders).

b. Select Tools > Account Settings

c. In the Account Settings window, select the account that uses the specified email address then select [Change...] from the toolbar area.

d. Click [More Settings] then click the [Advanced] tab.

e. Select the option Leave a copy of messages on the server.

f. Click the checkbox Remove from server after and select 3 days.

g. Click the checkbox Remove from server when deleted from 'Deleted Items'.

h. Click [OK] to save the settings

i. Click [Next] and [Finish] and close the window.

Quick Summary: syncing with gmail

Gmail Help
Outlook 2007

The Quick Answer

To enable IMAP in Gmail:

1. Sign in to Gmail.
2. Click Settings at the top of any Gmail page.
3. Click Forwarding and POP/IMAP.
4. Select Enable IMAP.
5. Configure your IMAP client and click Save Changes.

    » Open Outlook.
    » For new setups, select Do not upgrade.
    » Click Yes.
    » Enter your display name, email address (including '@gmail.com'), and password. Google Apps users, enter your full email address, e.g. 'username@your_domain.com.'
    » Select the 'Manually configure server settings or additional server types' checkbox.



    » Select Internet E-mail.
    » Settings: name, full email address (including '@gmail.com' or '@your_domain.com')
    » In the Account Type dropdown menu, select IMAP; enter the incoming and outgoing server names shown below.
    » In the 'User Name' field, give your full Gmail address, including '@gmail.com' or '@your_domain.com.'
    » After creating these settings, clicking Next takes you to the end of the setup.





    » In the Tools menu, select Options then Mail Setup. Under 'Email Accounts,' click E-mail Accounts.
    » Select an account, and click Change above the list of accounts. Click More Settings, then the Advanced tab.
    » Incoming server must be 993, and must use SSL encryption.
    » Outgoing server can use 587, TLS encryption.




    » Click the Outgoing Server tab. Make sure that 'My outgoing server (SMTP) requires authentication' is selected. The radio button 'Use same settings as my incoming mail server' should also be selected.



    » Click OK > Next > Finish > Close > OK.

    » Check our recommended client settings (http://mail.google.com/support/bin/answer.py?answer=78892), and adjust your client's settings as needed.