Zimbra Daffodil (v10)
License
Synacor, Inc., 2024
© 2024 by Synacor, Inc. Zimbra Collaboration User’s guide for Modern Web App
This work is licensed under the Creative Commons Attribution-ShareAlike 4.0 International License unless another license agreement between you and Synacor, Inc. provides otherwise. To view a copy of this license, visit https://creativecommons.org/licenses/by-sa/4.0 or send a letter to Creative Commons, PO Box 1866, Mountain View, CA 94042, USA.
Synacor, Inc., 2024
505 Ellicott Street, Suite A39
Buffalo, NY 14203
US
What is Modern Web App?
Zimbra is a full-featured messaging and collaboration solution that includes email, address book, calendaring, tasks, and Web document authoring.
Zimbra comes with a Modern Web App that is a new-age email application usable from virtually any device or screen size.
It is secure, flexible, and scalable to meet spikes in demand and comes with built-in rich user experience.
Your account might not include all the features described in this guide. Check with your administrator to see which features are available. |
Login
When you Sign In, you enter your username and password and select the version you want to use. You can select to use the default client, or change the client version.
Contact the Zimbra administrator for the login URL and credentials. |
Zimbra client has two versions — Modern and Classic. A Default option also appears in the version drop-down. After login, you can choose either Modern or Classic to be the default client.
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Type the URL in a browser’s address bar.
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Enter your username in the Username field.
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Enter the password in the Password field.
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Choose Modern from the Version drop-down to experience the all new Zimbra email.
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Check the box Stay signed in to avoid entering your password each time you launch Zimbra.
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Click Sign In to login.
Must Change Password
The Must Change Password setting will have to be enabled by the Administrator. |
When the setting is enabled, it will allow user to set the new password when logging in Modern Web App.
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Type the URL in a browser’s address bar.
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Enter your username in the Username field.
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Enter the password in the Password field.
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Choose Modern from the Version drop-down.
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Click Sign In. UI will be displayed to set a new password.
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Enter the Username and Password.
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Enter new password in New Password and Confirm Password fields.
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Click Sign In.
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Your new password is successfully set.
Two-factor Authentication
Two-factor Authentication (2FA) is a method of confirming your identity by utilizing an information like password and a second factor in the form of a code through Time-based One Time Password (TOTP) apps. Please visit the wiki for supported apps.
In Zimbra, administrators have the option to enable or enforce Two-factor authentication.
When the Two-factor connection is only enabled, not enforced, you have the option to set it up from Settings → Accounts at your convenience. In such a case, you can log in with just your username and password.
Below section explains the case when administrator has enforced the two-factor authentication for your account.
2FA Enforced
If the administrator has enforced two-factor authentication, you are required to set it up immediately after you log in for the first time. You cannot use the application until you set up 2FA on your account.
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Launch Zimbra.
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Login using an authorized username and password.
Since the administrator has enforced two-factor authentication, you immediately reach a page to set up Two-factor Authentication. -
Click Begin setup.
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Install an authentication app on your mobile device. Check supported apps.
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Once installed, configure it on your smartphone.
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Click Next on the Zimbra screen to begin the process of adding this account to the authentication app.
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On the authenticator app, enter the code generated on the Zimbra screen.
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Click Next.
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Enter the code generated by your authenticator app and click Verify to complete the two-factor authentication setup.
This section familiarizes you with Zimbra’s email interface.
This page is the first thing you see when you log in to check your emails. It has
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A left sidebar.
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An email pane.
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A reading pane located to the right or below the email pane. The reading pane can be disabled from Settings.
You can drag to change the width of each pane.
Left Sidebar
The left pane of the email window contains the following folders.
- Inbox
-
Whenever someone sends you an email, it comes straight to your Inbox. Click this folder to view your incoming emails. You can also right-click this folder to create subfolders.
- Drafts
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Mails that you have written and saved — or which Zimbra saved while you were composing them — but not yet sent appear under drafts folder.
- Sent
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When you send an email to someone, it appears in your sent folder. You can right-click this folder to create subfolders.
- Junk
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Zimbra moves all the unwanted or spam emails here to keep them out of your Inbox.
- Trash
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All deleted emails are moved to this folder until you Empty the Trash, permanently delete, or move to another folder to keep.
- Folders
-
Sometimes, you may want a folder for storing specific emails. All such folders are listed here.
- Saved Searches
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If you create a search that you want to use again, you can save it. The saved searches are listed here.
- Tags
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It also lists your tags that other emails may carry. Clicking a tag lists all emails in the email pane, carrying that tag. You can also create a custom tag.
Email Pane
This pane displays emails from your Inbox by default. Event invitations appear with . This icon helps set an invitation apart from an email. Clicking a folder in the Left Sidebar lists its contents in this pane.
This pane also displays the search result.
Reading Pane
When an email is selected, this pane shows its contents.
A toolbar displays some quick actions regarding an email.
These buttons become functional after you select an email and view its contents in the reading pane. |
Click to reply to the person who sent this email. Click to reply to everyone whose email address appears in To or Cc fields.
Any attachment in the original email is not included in Reply or Reply All functions. |
Click to forward this email to others. It is especially helpful in sending a received attachment to others.
archives your emails and saves space. Archived emails do not appear in Inbox or any of the folders, but you can search for them using Email Search box.
removes emails from the current folder and moves them to a folder chosen from the drop-down.
deletes emails. The deleted emails appear in the Trash folder.
marks emails as spam and moves them to the Junk folder.
reveals further actions to take on emails like marking an email as read or unread, or mark an email with a for it to stand out, and blocking a contact from sending you emails.
Keyboard Shortcuts
Zimbra supports keyboard shortcuts; to see what shortcuts are defined, type Ctrl+Q. The available keyboard shortcuts are context-sensitive. Ctrl+Q displays different shortcuts depending on whether you have selected mail, calendar, or contacts.
Shift and Ctrl help you select contiguous or non-contiguous emails, respectively.
Keyboard Shortcuts During Input
While providing input, e.g. "Add Event" dialog:
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Tab moves to next element
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Shift+Tab moves to previous element
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Command+C or Ctrl+C to Copy
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Command+X or Ctrl+X to Cut
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Command+V or Ctrl+V to Paste
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Commmand+Z or Ctrl+Z to Undo
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Commmand+Shift+Z or Ctrl+Shift+Z to Redo
Mac users should consider enabling full keyboard access See Use your keyboard like a mouse with Full Keyboard Access |
Tags
Tags help classify and organize email messages or conversations. Tags also help sort emails and make searches easy. You can also apply multiple tags to an email.
Create a Tag
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In the Left Sidebar, hover on Tags and click .
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Enter the new Tag name and select a color for the tag.
Tag names can include any character except a colon (:), forward-slash (/), and quotation mark ("). -
Click Save.
You can also create tags when applying them.
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In the Email Pane, right-click an email.
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From the context menu, select Tag.
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Choose Add a Tag.
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Enter the new Tag name and select a color for the tag.
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Click Save.
The new tag now appears under Tags.
Assign a Tag to an Email
You can assign multiple tags to an email to classify it under different categories.
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In the Email Pane, right-click an email.
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From the context menu, select Tag.
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From the Tags modal, choose an already created tag or create a new one.
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Click Save to apply the tag.
You can create tags while applying them.
The new tag is now listed and ready to be applied.
Remove a Tag
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Right-click an email that you have tagged.
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From the context menu, select Tag.
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From the pop-up that appears, uncheck the box against a tag to remove it from the email.
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Click Save to remove the tag.
Display Messages with a Specific Tag
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In the Left Sidebar, click before Tags to list all created tags.
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Click a tag to list all emails with the selected tag in the Email Pane.
Edit a Tag
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In the Left Sidebar, click before Tags to list all created tags.
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Right click a tag and choose Edit from the context menu.
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Change the name and color associated with a tag.
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Click Save.
Delete a Tag
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In the Left Sidebar, click before Tags to list all created tags.
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Right-click a tag and choose Delete from the context menu.
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Choose Continue from the confirmation popup.
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The selected tag is deleted and cleared off from all emails marked with that tag. The emails stay safe in their respective folders.
Import Email Folders
You can import email folders directly in Zimbra, provided the folders to import are in .tgz
format.
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In the Left Sidebar, right-click a folder under which you prefer to import your email folder.
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From the context menu, choose Import.
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From the Import modal, click Choose File.
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From the file browser window, choose the
.tgz
file to import. -
Click Import to begin the import process.
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The imported folder appears under the selected folder after the process completes.
Export Email Folders
You can export email folders directly in Zimbra in .tgz
format.
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In the Left Sidebar, right-click a folder to export.
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From the context menu, choose Export.
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From the file browser window, choose a location to save the
.tgz
file. -
The exported folder downloads at the specified location.
Share Email Folders
You can share your email folders with others and grant them controlled access.
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In the Left Sidebar, right-click a folder to share.
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From the context menu, choose Share.
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Choose appropriate permissions from the Sharing Permissions drop-down.
- View
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Users can view all emails under the shared folder but cannot make changes to that folder.
- View, edit, add, and remove
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Users have permission to view and edit the contents of a folder, create new subfolders, present items on your behalf, and delete items from the folder.
- View, edit, add, remove, and administer
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Users have permission to view and edit the content of a shared folder, create new subfolders, present on your behalf, delete items from the shared folder, and share the folder with others.
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Enter the email address(s) with whom to share the email folders.
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Click Save for changes to take effect.
If the recipient declines the share, you receive a notification email. Similarly, when you revoke the share, the recipient also receives an email notification.
When you revoke access to a folder you shared, the folder appears with a strikethrough to receivers of that shared folder. |
Compose and Send a Message
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Click New message in the left bar.
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Add a recipient email address in the To field. Separate multiple recipients with a comma.
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Click To to launch the Choose Contacts dialog. Using this tool, you can search for and choose contacts from a selection of contexts.
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Known addresses (from your contacts or frequent correspondents) appear as suggestions automatically. You can click suggestions, or select them with the arrow keys and press Enter.
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Set the subject of the email.
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Add images and files to your message.
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Click Send to send the email.
Select Contacts
When composing an email, click To to launch Choose Contacts window. Alternatively, begin typing recipients to bring up suggestions from which to choose.
The first suggestion in the auto-complete list is highlighted. You can use Tab, Comma, Semi-colon, or Enter keys to select a highlighted contact. |
These email addresses can be copied and pasted to Cc and Bcc fields as well.
You can drag and drop email addresses anywhere in To, Cc, and Bcc fields. |
Pick a context for searching and choosing contacts. The options are from your Contact Folders and lists, including:
- Contacts
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This group lists all the contacts that you have added yourself.
- Emailed contacts
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This folder lists people to whom you have sent emails.
- Global Address List
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These are people whose email address domain is the same as yours. However, only a Zimbra administrator can enable this feature.
Format an Email
Use the toolbar at the bottom of the message compose screen to format your text.
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Click beside the font size to see the available options.
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Click beside the font type to see the available options.
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Click for bold, for italicized, or for underlined text.
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Click to choose your desired text color.
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Click to choose your desired highlight color.
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Select text and click to see alignment options.
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left-aligns the selected text.
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right-aligns the selected text.
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center-aligns the selected text.
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Click inside a sentence and click to see numbered list options.
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Click inside a sentence and click to see bulleted list options.
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Highlight a sentence and click to increase or decrease indent of your text.
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To create links click and enter the URL, Text to display, and link’s Title.
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Click to select and insert an emoji.
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To insert and format a table, click for options.
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Click to undo and to redo your changes.
Add images & files
Use the toolbar at the bottom of the message compose screen to attach files to your email.
Attach From my Computer
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Click to open file attach options.
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Clicking Attach From My Computer brings up a file explorer.
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Navigate to the file to attach and click Open. The selected file now appears as an attachment.
You can cancel the attachment upload when it is in progress. Hover on the attachment and click . |
Attach From Email
Photos
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Click to open file attach options.
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Select option Attach Photo From Email to open a pane on the right, which shows all the photos that you have sent and received.
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Select a photo to attach it to your current email.
Files
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Click to open file attach options.
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Select option Attach File From Email to open a pane on the right which shows all the files sent and received by you.
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Select a file to attach it to your current email.
GIFs
You may also attach `GIF`s to your email if you have the option.
Request Read Receipts
You can send a request for an acknowledgment to recipients that they see when they open your email.
When composing an email, click the three-dot menu () to the right of the From address and choose Request Read Receipt to ask your recipients for a read receipt.
Remember that this is only a request, and your recipients have the option not to send the acknowledgment. Refer to Sending Read Receipts to know more.
Set Email Priority
You can set your email to have a higher priority. Such emails appear with an exclamation mark in the receiver’s Inbox.
When composing an email, click the three-dot menu () to the right of the From address and choose High Priority to mark your email as a high priority.
Email Search Box
You can type several phrases in the Search box at the top of the Email Pane. In addition to searching for different words and phrases, you can search in all the folders collectively or individually.
To search, type in your search word or phrase in the email search box and press Enter.
Advanced Search
Click next to the search box to show the advanced search fields. Fields listed here help refine your search further.
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Choose a folder from the Search In field.
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Typing an email address in the From field focuses your search on all emails sent from that address.
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Similarly, typing an email address in the To field focuses your search on all emails sent to that address.
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Check the box Subject to search emails with these words in their subject line.
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Check the box Message body to search the words in the body of the email. Enclose the searched text within quotes to search them as a phrase.
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Check the boxes Any or Image if the email you are looking for has an attachment or an image.
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Check the box Unread or Starred to search only unread emails or only emails with star.
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Specify a date in the Date field.
None of the above search criteria is mandatory. However, adding more criteria reduces search time and refines the search results further. |
Search Result
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Click "Messages" (default view) to view all the searched messages.
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Click "Photos" to filter the image files in the searched messages, such as PNG, JPG, GIF, BPM, etc.
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Click "Documents" to filter the non-image attachment files in the searched messages.
Saved Searches
If you create a search that you want to use again, click Save Search.
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Create the search query from Email Search Box or Advanced Search.
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Click Save Search at the head of the Email Pane.
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Enter a name for the search.
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Click Save.
Searches are saved to the "Saved Searches" in the Left Sidebar.
To use a saved search, click the item in the "Saved Searches". The search results immediately display in the Email Pane.
Secure/Multipurpose Internet Mail Extensions (S/MIME)
From Kepler-Patch-24 onward, Zimbra Modern Web app supports server side S/MIME functionality. Users can send Signed or Signed and Encrypted emails to other users.
Following are the pre-requisites:
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The administrator will have to enable this feature and provide the user’s private certificate and recipient’s public certificate.
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The administrator will have to install the zimlet
zimbra-zimlet-secure-mail
and enable it for the users.
User can read or send signed and encrypted messages only when the S/MIME feature is enabled. By default the S/MIME feature is disabled for all users. |
Encrypted Emails
The Encrypted email refers to an email that has been encrypted with a digital certificate.
Encrypting an email helps to protect sensitive data and preserve confidentiality and privacy. This helps in making sure that only the intended recipient can read the email. If the email is intercepted and opened by an unintended user, that user won’t be able to decrypt and view the email.
For sending encrypted emails, users will need their Private certificate and the recipients Public certificate.
For reading encrypted emails, users will only need their Private certificates.
Signed Emails
The Signed email refers to an email that has been signed with a digital certificate.
Signing an email helps to:
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Ensure data integrity i.e. the email was not altered from its original form.
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Email authenticity i.e. the email came from an authentic sender.
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Non-repudiation i.e. the signer cannot deny the authenticity of the email.
This helps in knowing that the received email message comes indeed from the declared sender (a warning appears if someone else intercepted and modified the message before it arrived).
For sending signed emails, users will need their Private certificate.
For reading signed emails, users will need the recipient’s Public certificate.
Importing certificate
In this guide we assume that the users have got the certificate from standard service providers (e.g. Comodo, DigiCert, Go Daddy, etc) whose root CA certificates are already present in browsers. |
For easy understanding of the steps, we will refer to following examples throughout the section:
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Sender’s private certificate - sender-pvt.p12
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Recipient’s public certificate - recipient-pub.crt
Importing sender’s private certificate
Supported certificate extensions are pfx and .p12.
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Select → Settings.
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Under S/MIME and Encryption, click +Add a certificate.
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From the file explorer, select the sender-pvt.p12 and click Open.
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Provide the password when prompted and click Save.
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Upon succesfull certificate upload, a tool tip message Certificate saved successfully will get displayed.
Importing recipient’s public certificate
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Click [Contacts] tab.
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Right-click the contact and select Edit Details.
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In the Security Certificate section, click on Add a certificate.
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From the file explorer, select the recipient-pub.crt and click Open.
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Click [Save].
Sending 'Signed' or 'Signed and Encrypted' emails
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Compose a new message.
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Add a recipient in the To field.
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At the right-hand top corner choose an option from the dropdown. By default Do not sign or encrypt is selected.
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Do not sign or encrypt: Mail is neither signed nor encrypted. This is equivalent of disabling the S/MIME feature.
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Sign: Send signed message to the recipient.
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Sign and Encrypt: Send signed and encrypted messages to the recipient.
-
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Click [Send].
S/MIME and Encryption Settings
You can change the sign and encryption preferences from Settings.
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Go to → Settings → S/MIME and Encryption
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Select the preference of your choice.
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Click [Save].
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The selected option will be applicable when users compose a new message.
Contacts
This section familiarizes you with Zimbra’s contacts tab interface. Click Contacts tab to bring up the following interface.
It has
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A left pane
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A contacts pane.
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A contact details or edit pane.
Left Pane
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This pane lists your contact folders and contact lists. You also see folders you create and those shared with you, including:
- Contacts
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It shows all your contacts that you have added manually.
- Trash
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It lists all the deleted contacts.
- Emailed Contacts
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It lists contacts to whom you have sent an email.
Zimbra Enterprise users see a fourth folder — Global Address List. This folder lists all the contacts in your organization.
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Your contact lists appear under Contacts.
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A blank field on the bottom helps you create lists. These lists are especially helpful when you regularly send emails to a specific group of people. Refer to Manage Contact Lists.
Contacts Pane
Whenever you click one of the Contacts folders, or lists, from the left pane, this pane lists all contacts from the selected item.
Right-click any listed contact to see further options like Edit, Delete, Add to Lists, and Share.
Contact Details Pane
When a contact is selected, this pane displays its details.
This pane offers options like Edit Details, Assign to Lists, Move, and Delete. Print and Tag are also in More.
Create a New Contact
Keep track of everyone you communicate with by creating contacts. Once you’ve added a contact, you can type the first few letters of their name into an email, and Zimbra displays their names as suggestions.
Add a Contact from Email
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Hover a name in the To, Cc, Bcc, or From field.
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Click on the contact information card that pops-up.
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Select Add to contacts.
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Zimbra adds the user to your contacts folder.
Add a contact from scratch
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Click Contacts tab.
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Click Add a Contact to launch Add a contact page.
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Add any relevant details you want.
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Click Save.
All added contacts appear under Contacts. |
Import Contacts
You can import contacts in different formats into Zimbra.
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Click Contacts tab.
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Click the Contact List menu, labeled Sort by … in the Contacts Pane.
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Choose Import.
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Select Browse, go to your saved contacts file, and select it.
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Click Import to import the contacts to Zimbra.
Export Contacts
In Zimbra, you can export your contacts in various formats to make them portable and take a backup if required. Zimbra exports contacts in the following formats:
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Microsoft Outlook CSV
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Thunderbird/Netscape LDIF
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VCF
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Multiple VCF in a zipped file.
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Yahoo CSV
VCF is recommended to preserve uploaded contact images.
|
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Click Contacts tab.
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Click the Contact List menu, labeled Sort by … in the Contacts Pane.
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Choose Export.
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Choose a relevant exporting format and click Export Now.
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Save the file when prompted.
Edit a Contact
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Right-click a contact from the list of contacts.
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Select Edit Details.
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Edit any relevant details you want.
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Click Save.
Delete a Contact
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Right-click a contact from the list of contacts.
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Select Delete.
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The deleted contact moves to Contacts' Trash folder.
The option Assign to Lists adds the selected contact to a group. For details check Manage Contact Folders. |
Share a Contact
When you share a contact, Zimbra exports a card with the information of the selected contact as an email attachment.
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Right-click a contact from the list of contacts.
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Select Share.
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A new mail window opens with the selected contact as a
VCF
attachment. -
Enter the receiver’s email address.
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Click Send.
Review Interaction with Contact
You can review your interactions (emails and file attachments), which a contact has sent to you.
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Click a contact with whom you have interacted.
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A section to the right of the selected contact’s details lists the emails and file attachments received.
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Click View all to view those interactions in a separate tab.
Global Address List
The Global Address List (GAL) is a directory of users within an organization that is available to all users of the email system. Zimbra uses this directory to look up user addresses from within the company.
If your administrator has set up GAL, you can access it under Contacts.
Manage Contact Lists
You can create a list containing your contacts and store that list under the Contacts folder. It is especially helpful when you want to send an email to a specific set of people. So instead of typing everyone’s email address, you type in the name of your list, and Zimbra sends the email to all addresses in that list.
It is a two-step process.
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Create a list.
-
Add contacts to this list.
Create a Contact list
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Click Contacts tab.
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In the New List field, enter the name of your contacts list.
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Press Enter to save the list.
You can right-click a list, which you have created, to rename or delete it.
Add Contacts to a List
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Click a contacts folder to list all the contacts in that folder.
-
Select the contacts which you want to add in a list.
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Select a contact and choose Assign to Lists from the Contact Details Pane. The following are few more ways in which you can add contacts to lists.
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Choose Assign to Lists by right-clicking the selected contacts.
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Select multiple contacts and click Assign Contacts under Assign in the Contact Details Pane.
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Send email to everyone on a list
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Click the Mail tab.
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Click New Message
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In the To field, type the first few words of your list’s name.
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The list appears as one of the suggestions.
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Select the list.
-
Zimbra populates the To with all the email addresses from that list.
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Type in the body of the email.
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Click Send.
Manage Contact Folders
You can create folders within Contacts and use them to store contacts, lists, and subfolders. You can also share contact folders with other users. They work much in the same way as email folders. You can perform actions like creating folders, subfolders, and moving contacts across folders.
Create a Contact Folder
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Click Contacts tab.
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Hover over Folders and click .
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In the text box, type in the name of the folder and press Enter.
-
Click outside the text-box or beside the text box to cancel.
-
Add Contacts to a Folder
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Click Contacts tab.
-
Select contacts to add to a folder.
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In contact details pane, under , click Move Contacts.
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In Choose a Folder modal, choose a folder to move the selected contacts.
Rename a Contact Folder
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Click Contacts tab.
-
Right-click a folder to rename.
-
From the context menu, choose Rename Folder.
-
Type the new name for the folder in the text box.
-
Press Enter to save.
Move a Contact Folder
-
Click Contacts tab.
-
Right-click a folder to move.
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From the context menu, choose Move Folder.
-
Select a folder under which to move this folder.
Delete a Contact Folder
-
Click Contacts tab.
-
Right-click the folder.
-
From the context menu, choose Delete Folder.
-
The folder moves under Trash.
Create a Contact Folder
-
Click Contacts tab.
-
Right click a folder.
-
From the context menu, choose Create subfolder.
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In the text box, type in the name of the folder and press Enter.
-
Click outside the text-box or beside the text box to cancel.
-
Share a Contact Folder
-
Click Contacts tab.
-
Right-click a folder to share.
-
From the context menu, choose Share.
-
Choose appropriate permissions from the Sharing Permissions drop-down.
- View
-
Users can view all contacts under the shared folder but cannot make changes to that folder.
- View, edit, add, and remove
-
Users have permission to view and edit the contents of a folder, create new subfolders, present items on your behalf, and delete items from the folder.
- View, edit, add, remove, and administer
-
Users have permission to view and edit the content of a shared folder, create new subfolders, present on your behalf, delete items from the shared folder, and share the folder with others.
-
Enter the email address(s) with whom to share the contact folder.
-
Click Save for changes to take effect.
Contact Search
You can type several phrases in the Search box at the top of the Contacts.
Contact Search box
Type a few words of the email address or name of a contact and click
Zimbra brings up the contacts with details matching the words you typed.
Calendar
This section familiarizes you with Zimbra’s calendar interface.
Click Calendar to bring up the following interface.
It has
-
A left pane
-
A calendar view
-
A tasks pane
Left Pane
This pane has a New Event button to schedule an event.
Mini Calendar
The left pane also displays a mini calendar. Contents of the mini calendar change as per the view selected in Calendar View Pane.
E.g.
-
To view the previous month’s calendar, click .
-
To view next month’s schedule, click .
-
Click Month-Year (Aug 2019 in this case), to list calendars of previous and following six months.
Calendar List
- My calendars
-
Shows the calendars that belong to your account. You begin with one (named Calendar), and can add more.
- Others
-
Displays calendars that others have shared with you or to which you have subscribed. It is especially helpful in matching your schedule with them.
Calendar View Pane
The calendar view pane displays a calendar in Day, Week, and Year views as well. Select the view from the views bar located just above the Middle Pane. To fetch latest events, click .
All events of which you are a part, can be seen in this pane.
Calendar Views
Just below the Calendar tab are different views in which you can see your events.
- Today
-
When navigating the mini calendar click it to return to events scheduled for today. The view of the calendar is not disturbed.
E.g., you are checking out the events from September 29th - October 5th, 2019, which is the week view, click today to return to the current week.
When checking out the events scheduled on Dec 31 (month view), click to return to the current day. The calendar remains in month view and shows all the events of the current month.
- Day
-
Displays the calendar day-wise and shows all events scheduled for that day. It displays the date selected in the mini calendar.
- Work Week
-
Workweek view displays all the events in a work week.
E.g., you are viewing the events in the week Sunday, 22nd Dec 2019 - Saturday, 28th Dec 2019, and your work week starts from Monday and ends on Friday. Clicking Work Week displays events from Monday, 23rd Dec 2019 - Friday, 27th Dec 2019.
As a default setting, Monday is the first day of the week and work week. If you want to change the first day of the week and work week, set your preferred day of the week in Start of Week setting. - Week
-
Displays the calendar week-wise and shows all events scheduled for that week. It displays the week selected in the mini calendar.
- Month
-
Displays the calendar month-wise and shows all events scheduled for that month. It displays the month selected in the mini calendar.
- Year
-
Displays all the months of a year (selected in the mini calendar) in a grid. Each month in that grid displays its days week-wise.
You can print events listed in the selected view pane. To print a selected view click → Print.
Tasks Pane
Tasks pane is the rightmost pane of the Calendar tab and shows all of your Task Lists. For more information, see tasks.
Manage Events
Schedule an event
-
Click Calendar.
-
Click New Event.
-
In Add Event field, type the subject of the appointment.
-
Set start and end date times or select All Day.
-
Choose an appropriate timezone for start and end date times. Enable this feature from Calendar Settings.
-
-
Set an appointment location — this is optional.
-
To schedule this event as an appointment in your calendar, do not add any invitees.
To create this event like a meeting, type the email address of the invitees. Alternatively, click the link Invitees and choose from the list of people that appears. Click Show Availability to see when your invitees are available. -
Any extra information or details go in the Notes section. Click the little pin beside Notes to attach a file.
-
Select a Remind interval. You are alerted of the appointment before the time set in Remind interval.
Choose Never if you do not want notification of this appointment. -
Choose how you would prefer to receive the alert — on the desktop/mobile application, or through email.
-
Select how that event should appear — Free, Tentative, Busy, or Out-of-Office.
-
Leave the field Calendar as-is if it is showing the calendar you want to place the event in, or if there are no other calendars set up.
-
Click Save to save this appointment in your calendar.
Edit an event
-
Locate the appointment to edit in your calendar.
-
Right-click the event to bring up the context menu and choose Edit.
-
Alternatively, you can, hover the mouse pointer to bring up the options — Details, (Edit), (Print), and (Delete).
-
Click
-
Click Details and then click on top.
-
-
-
An interface similar to Schedule an event appears.
-
Edit the relevant information and click Save.
Delete an event
-
Locate the appointment to delete in your calendar.
-
Hover the mouse pointer to bring up the options — Details, (Print), and (Delete)
-
Click .
-
Alternatively, right-click the event to bring up the context menu and choose Delete.
-
-
A notification on the top of the calendar pane confirms the deletion of the appointment.
Copy an Event
-
Locate the appointment to edit in your calendar.
-
Right-click the event to bring up the context menu and choose Copy.
-
An interface similar to Schedule an event appears.
-
Change the relevant information and click Save.
Forward an Event
You can use a Forward action in a calendar event’s right-click context menu to forward the recurring event series or only that specific instance.
-
Locate the appointment to forward in your calendar.
-
Right-click the event to bring up the context menu and choose Forward.
-
If the selected event is a recurring event, choose if you want to forward This event only or All Events.
-
Add more invitees under the To field.
-
You can give additional information in the Notes section.
-
Click Send to forward the event.
Propose a New Time
You can propose a mew time for an event. You can propose a new time when you receive the invitation, or later from your calendar.
- Propose a new time from invitation email
-
Click Propose a new time in your invitation email’s RSVP section. On the Propose new time screen, set a preferred time and click Send.
- Propose a new time from calendar
-
-
Locate the appointment, for which you want to propose a new time, in your calendar.
-
Right-click the event to bring up the context menu and choose Propose new time.
-
If the event is a recurring event, choose if you are proposing new time for This event only or All Events.
-
On the Propose new time screen, set a preferred time and click Send.
-
A toast notification confirms when proposed time is sent.
-
Event (Appointment/Meeting) Recurrence
When setting a recurring event without any End Date or Occurrence limit, a default limit can be enforced by the Administrator. In such cases, a limit may be applied accordingly. This is applicable for Daily, Weekly, Monthly and Yearly recurring events. |
You can set the event to repeat every day, every week, every month, or every year. These repetitions can be customized as well, e.g., every third Friday, or third Friday of every month, and so forth.
Below are a few example scenarios and possible event recurrence settings.
You want to take your pet to the vet, on the 4th of every month, at 11:00 AM, for a routine checkup. You would like to set a reminder. Next appointment is on the 4th of May.
- Start Date and Time
-
05/04/20XX 11:00 AM
- End Date and Time
-
05/04/20XX 11:30 AM
- Repeat
-
Every month
Smiths' anniversary is on the 20th of July. You would like to set a reminder to wish them "Happy Anniversary!"
- Start Date and Time
-
07/20/20XX 07:00 PM. Check the box All Day.
- Show as
-
Free
- Repeat
-
Every year
Today, you meet your team to discuss an exciting idea. You then want to schedule your meeting every second Friday.
- Start Date and Time
-
07/20/20XX 07:00 PM
- End Date and Time
-
07/20/20XX 07:30 AM
- Repeat
-
Custom — Every 2 Weeks
On Friday Ends Never
You can set similar other recurrence patterns.
Edit Recurring Event
-
Locate the event to be edited in your calendar.
-
Hover the mouse pointer to bring up the options — Details, , , and .
-
Click (Edit).
-
You can choose to edit just this instance of the event or all recurrences.
-
An interface similar to Schedule an event appears.
-
Edit the relevant information and click Save.
Delete Recurring Event
-
Locate the event to be deleted in your calendar.
-
Hover the mouse pointer to bring up the options — Details, , , and .
-
Click (Delete).
-
You can choose to delete just this instance of the event or all recurrences.
-
A notification on the top of the calendar pane confirms the deletion of the event.
Respond to an invitation
An invitation appears in the Inbox with . There are three responses to an event when you are an invitee. In the RSVP section of an invitation, you have an option to send a response email or propose a new time. Clicking RSVP actions — Accept, Tentative, or Decline — brings up a checkbox and a text area. Check the box, type in your response, and click Save to send a response to the sender.
Accept : Zimbra saves the event in your calendar. A notification reminds you before that event starts.
Tentative : Zimbra saves the event in your calendar. A notification reminds you before that event starts. However, you can revisit the event anytime to mark it as Accept or Decline.
Decline : Zimbra deletes the event, and the event does not make it to your calendar.
Propose a new time : Zimbra launches the edit event dialog to Propose a New Time for that event.
Event organizers have an option to accept or decline the proposed time. |
Zimbra marks the invitations that you have not yet responded with a bar on the left. You may respond to the invitation in the calendar or the Mail section. Once you have responded, Zimbra deletes the invitation email.
Turn off or Postpone a Reminder
The Reminder dialog box pops up when an appointment or meeting is coming up, or when it’s time to finish a task.
You can turn off the reminder by clicking Dismiss or pause it for a minute by clicking Snooze
A reminder box may list multiple events. To turn off all reminders, click Dismiss All.
Similarly, Snooze All pauses all reminders for a minute.
Manage Calendars
Share a Calendar
If enabled for your account, you can share your calendars with its events, appointments, and meetings with others.
-
Click Calendar tab.
-
Right-click the calendar you want to share and choose Share.
-
Click Invite people by email (most flexible).
-
Choose appropriate permission from Anyone with the link can drop-down.
- View
-
Users can view all appointments, except the private ones.
- View free/busy times only
-
Users can only view when your calendar is free or busy. They cannot see the appointment details.
- View (including private events)
-
Users can view all appointments, including private ones.
- View and edit
-
Users can view and edit all appointments, except private ones.
- View, edit, add and remove
-
Users can view and edit all appointments, except private ones. They can also add and delete events (except private events) from your calendar.
- View, edit, add and remove (including private events)
-
Users can view and edit all appointments, including private ones. They can also add and remove events (including private events) from your calendar.
-
Type in the email address of people with whom you want to share this calendar.
-
Click Change next to invitees and edit their permissions — or remove the invitees altogether.
-
Click Save.
-
Zimbra sends a link to receivers who have an option to accept or decline the invitation.
Accept a Shared Calendar
Whenever someone shares their calendar with you, you receive an email notifying about it.
-
Click Add Calendar to add it to your calendars. Your friend’s calendar now appears under Others.
-
Click Decline to reject the share invitation.
Add Calendars
Add a new calendar by any of these methods.
Manually
-
Click Calendar and hover over My Calendars.
-
Click .
-
Type a name for this calendar.
-
Choose a color to mark it differently from the other calendars.
Subscribe to a Calendar
-
Click Calendar and hover over Others.
-
Click the gear icon and select Add a Friend’s Calendar.
-
Enter your friend’s email address.
-
Click Save.
You can add your friend’s calendar only when they have shared it. |
Tasks
Create a New List
-
Click Calendar.
-
Click
-
Click Create List…
-
Type in a name for that list, and click Create List.
-
The new list appears below your name in the task pane.
Create a Task
You can combine various lists into one, get reminders, and track task progress.
-
Click Calendar.
-
Click and choose New Task.
This option is disabled in Done View. -
Set a due date of the task in Due Date field.
-
Set a priority from the drop-down. The options available are Low, Normal, and High.
-
Choose a list to assign the task.
-
Any extra information related to the task goes in Notes section.
Alternatively,
-
in tasks pane, hover over a list in which to create the task and click it.
-
In the field that appears, type in your task.
-
Press Enter — or click anywhere else in the task pane — to save the task with a check-box.
-
To set a due date or change the default priority, edit that task.
Edit a Task
-
Click the task created to bring up the options — Edit and Delete.
-
Click Edit.
The interface and options are the same as that of Create a Task.
Delete a Task
-
Click the task created to bring up the options — Edit and Delete.
-
Click Delete.
-
A notification on the top of the calendar pane confirms the deletion of the task.
Task list View orders
You can view the tasks list in the task pane as per a general list of tasks — list, priority, due date, or status.
List View
It shows all the tasks and the lists in which they belong. Lists appear in alphabetical order. Tasks within the list appear in the same order they were created; the latest task appears first.
Priority View
Tasks with decreasing order of priorities — High being first — are listed here.
Due Date View
This view shows the tasks in order of their due dates. Tasks that are past due appear first, followed by tasks that are needed later.
Done View
This pane lists tasks that are marked done.
Briefcase
This section will give an overview of Zimbra’s Briefcase feature.
Navigating to Briefcase
Click Cloud Storage → Briefcase to access the Briefcase tab.
It has
-
A left sidebar.
-
A list pane.
-
A file preview pane.
To disable preview pane, click at the top right hand corner and select the "No preview pane" option.
You can drag to change the width of the left pane.
Left Sidebar
The left pane contains a button to upload files, and lists folders.
- Upload
-
To upload files in Briefcase.
- Briefcase
-
To view the uploaded files in Briefcase.
- Trash
-
To view the deleted files.
- Folders
-
To create separate folders.
List pane
This pane displays the list of the uploaded files.
File Preview pane
When any file is selected, the preview is generated and displayed in this pane.
A toolbar displays the actions which can be taken on the selected file.
The toolbar buttons become functional after user selects a file. |
Uploading a file to Briefcase
-
Click Cloud Storage → Briefcase.
-
Click Upload. It will open a file explorer.
-
In the file explorer, select the file to be uploaded and click Open.
The upload button stays disabled till a file upload is completed. -
Upon successful file upload, the file will be displayed in the list pane.
Navigating away from the Briefcase tab to any other tab, while the file upload is in progress, will cancel the upload. |
The maximum file size allowed for upload is the same which is set by the Administrator for uploading the attachments in Mail. |
Downloading a file from Briefcase
-
Click Cloud Storage → Briefcase.
-
In the file list pane, select a file to be downloaded.
-
Click on the Download present in the toolbar above the preview pane.
-
From the file browser window, choose a location to save the file.
-
The file is downloaded at the specified location.
-
The download option is also available in right-click context menu of the file, as well as on mouse hover on a file.
Previewing a Briefcase file
-
Click Cloud Storage → Briefcase.
-
In the file list pane, select a file for preview.
-
Preview is generated in the preview pane.
If preview is not supported for the file type, then the preview will not be generated and an option to download the file will be displayed. |
If multiple files are selected, then the count of the selected files is displayed in the preview pane. |
Sorting Briefcase Files
Briefcase files can be sorted according to Date, Name, Starred. The default sorting is based on Date.
Sorting files by Name
-
Click Cloud Storage → Briefcase.
-
From the toolbar above the file list pane, click .
-
Select Name.
-
Clicking or will apply the sorting in ascending or descending order.
Sorting files by Starred
-
Click Cloud Storage → Briefcase.
-
From the toolbar above the file list pane, click .
-
Select Starred.
-
Clicking or will apply the sorting in ascending or descending order.
Sorting files by Date
-
Click Cloud Storage → Briefcase.
-
From the toolbar above the file list pane, click .
-
Select Date.
-
Clicking or will apply the sorting in ascending or descending order.
Briefcase Search
You can type the name of the file or extension of the file in the Search box at the top of the Briefcase page.
Briefcase Search box
-
Click Cloud Storage → Briefcase.
-
Type few words of the file or file extension and click .
-
A new search tab will display the files matching the search criterion.
Advanced Search option is not available for Briefcase. |
Creating Briefcase Folders
New folders can be created to organize files.
-
Click Cloud Storage → Briefcase
-
In the left sidebar, hover over the Folders and click .
-
Enter the name for the new folder and press Enter.
-
The folder will be created and appear under Folders.
Creating Subfolders
Subfolders can be created under Briefcase.
-
Click Cloud Storage → Briefcase.
-
In the left sidebar, right-click on Briefcase or any other folder, and then click on "Create subfolder" option.
-
Enter the name for the subfolder and press Enter.
-
The subfolder will be created and appear under its parent folder.
Share Briefcase Folders
The default Briefcase folder or any newly created folder appearing under Folders can be shared with the other users.
Steps to share a folder
-
Click Cloud Storage → Briefcase.
-
In the left pane, right-click a folder to share.
-
From the context menu, choose Share.
-
Choose appropriate permission from Sharing Permissions dropdown.
- View
-
Users can view all files under the shared folder but cannot make any changes to that folder.
- View, edit, add and remove
-
Users have permission to view and edit the contents of a folder, create new subfolders, upload files, and delete items from the folder.
- View, edit, add, remove, and administer
-
Users have permission to view and edit the content of a shared folder, create new subfolders, upload files, delete items from the shared folder, and share the folder with others.
-
Enter the email address(s) with whom you want to to share the folder.
-
Click Save for changes to take effect.
The folders shared with the user, will appear under Shared Folders |
If the folder is shared with View only permission, the Upload and Delete buttons are disabled. |
Move Briefcase files
If custom folders are created, then Uploaded files can be moved from one folder to another.
Move files using drag and drop
-
Click Cloud Storage → Briefcase.
-
Select the file in list pane and drag it onto a folder in left pane and drop it.
-
The file is moved to that folder.
Move files using Move option
-
Click Cloud Storage → Briefcase.
-
Select a file to be moved.
-
Click the Move option in the toolbar above Preview Pane.
-
Select the destination folder.
-
The file is moved to that folder.
If there are a lot of folders, then a folder can be searched by typing the name in .
Star a Briefcase file
This feature is like flagging the file so that it stands out and appears with a star in the file list.
Star from Right-click menu
-
Click Cloud Storage → Briefcase.
-
Right-click a file and select Star from the context menu. You may also mouse hover a file, and click the Star icon.
-
A will appear next to the file name.
Star from More menu
-
Click Cloud Storage → Briefcase.
-
Select a file.
-
Click on More in the toolbar above the preview pane.
-
Select Star.
-
A will appear next to the file name.
Unstar a Briefcase file
This feature removes the flag set for a file.
Unstar from right-click menu
-
Click Cloud Storage → Briefcase.
-
Right-click a file and select Clear Star from the context menu.
-
A will disappear for the file.
Unstar from More menu
-
Click Cloud Storage → Briefcase.
-
Select a file.
-
Click on More in the toolbar above the preview pane.
-
Select Clear Star.
-
A will disappear for the file.
Deleting a Briefcase file
A briefcase file can be deleted in two ways.
From Right-click menu
-
Click Cloud Storage → Briefcase.
-
Right-click on a file select Delete.
-
The file is deleted and moved to the Trash folder.
Using Delete button
-
Click Cloud Storage → Briefcase.
-
Select a file.
-
Click Delete in the toolbar above the preview pane.
-
The file is deleted and moved to the Trash folder.
Move custom Briefcase folders/subfolders
If custom folders/subfolders are created, then those folders can be moved to other folders.
-
Click Cloud Storage → Briefcase.
-
Right-click on a folder/subfolder and select Move folder from the context menu.
-
Select the destination folder.
Rename custom Briefcase folders/subfolders
-
Click Cloud Storage → Briefcase.
-
Right-click on a folder/subfolder and select Rename from the context menu.
-
Type the new name for the folder/subfolder in the text box.
-
Press Enter to save.
If there are a lot of folders, then a folder can be searched by typing the name in . |
Attaching files from briefcase to email
This option will only be available when Briefcase feature is enabled for the user. |
Files available in Briefcase can be attached to an Email.
-
In the mail composer, click to open file attach options.
-
Clicking Attach files from Briefcase brings up a file explorer.
-
Navigate to the folder, select the file to attach and click Attach. The selected file now appears as an attachment.
Inline images cannot be added from Briefcase. |
Uploading files from email to briefcase
Files from the email can be directly uploaded to Briefcase.
-
Select the email which has attachments.
-
In the reading pane, hover over the file and click .
-
In the file explorer, select a folder and click Save.
-
Upon successful file upload, a message will be displayed Attachment added to Briefcase.
Document editing
This section will give an overview of Zimbra’s feature to create, edit and share documents.
Creating a new file
-
Select the Briefcase vertical.
-
Click on New → Document or New → Spreadsheet or New → Presentation and enter the Name of the document.
Uploading a new file
-
Select the Briefcase vertical.
-
Click on New → Upload. It will open a file explorer.
-
In the file explorer, select the file to upload and click Open.
The New button shows the uploading progress until the file upload is complete. Also, the user can upload multiple files at the same time. For that, users need to select multiple files to upload.
-
When the file is successfully uploaded, the file will show in the list pane.
If the user is navigating away from the Briefcase tab to any other tab while the file upload is in progress, the file upload will cancel. The maximum file size allowed for upload is the same which is set by the Administrator for uploading the attachments in Mail.
Share a file with a user
-
Select the Briefcase vertical.
-
Go to the list pane, right-click on the file and select Share.
-
Select Invite by email to share the file with individual users and enter the Email-Id.
-
Select the permission from the dropdown as a requirement ie Can view or Can edit and click Add.
Can view permission is only for viewing the document and Can edit permission will allow the user to edit the document.
-
Click Save, a sharing icon will appear on the shared file.
Once the user clicks on Save, the Individual user receives an email with a document link, through that link users can access the file as permission is granted.
Share a file as Public
-
Select the Briefcase vertical.
-
Go to the list pane, right-click on the file and select Share.
-
Select Make public and click on Generate a public link checkbox.
-
Select the permission from the dropdown as per requirement i.e. Can view or Can edit.
-
Click Save, a sharing icon will appear on the shared file.
Managing multiple versions
Users can upload the file with the same title name multiple times and can view the older version and newer versions of the file from the Briefcase.
Steps to upload a file version
-
Select the Briefcase vertical.
-
Upload the updated data file of the same name.
-
Click Upload as a new version.
-
Once a new version for the file is created, the More versions option will display next to the file name.
-
To expand and view the file versions, click on More versions dropdown. By default, the More versions option is collapsed.
-
The latest file version is set as Current. And assigned with the highest version number.
There is no limit to uploading multiple versions of the file.
Steps to delete a file version
-
Select the Briefcase vertical.
-
Click on the More versions dropdown of the file to see file versions.
-
Right-click on the file version and select Delete.
If the user selects Delete for the current version file, all the file versions will delete and move to the trash folder.
-
Users cannot recover or restore the deleted file version.
Users can also select the Delete option from the toolbar above the preview pane.
Steps to download a file version
-
Select the Briefcase vertical.
-
Click on the More versions dropdown of the file to see file versions.
-
Right-click on the file version.
-
Select the Download from the option.
Users can also select the Download option from the toolbar above the preview pane.
Steps to set an older version as ‘current version’
-
Select the Briefcase vertical.
-
Click on the More versions dropdown of the file to see file versions.
-
Right-click on the file version.
The Current status is displayed at the end of the file version. -
Select the Make current version from the options, and a new version of the file is created and set as current.
Users can also select the Make current version option from the toolbar above the preview pane.
Document editing from Briefcase
Users can edit the documents collaboratively from the Briefcase. The supported document types for editing are DOC, DOCX, ODT, RTF, TXT, XLS, XLSX, ODS, CSV, PPTX, PPT, and ODP. Except for these file types, users are not allowed to edit any other type of document.
To edit documents user should enable the feature Document editor zimlet from the Add-ons.
Steps to enable the Document editor zimlet
-
Click on Settings (gear icon) on the top-right side of the page and select Add-ons(zimlet).
-
Click the Document editor zimlet checkbox to enable it.
-
Click on Save.
Steps to create a new file
-
Select the Briefcase vertical.
-
Click on New → Document or New → Spreadsheet or New → Presentation and enter the Name of the document.
-
A new Document/Spreadsheet/Presentation file will open in a new browser tab for collaborative editing.
-
Users can see the file is auto-saved under the list pane.
Steps to edit a file
-
Select the Briefcase vertical.
-
Right-click on the file user wants to update and select Edit.
Users can also select the Edit option from the toolbar above the preview pane.
-
File opens in a new browser tab for editing.
-
Once the file is edited and saved, a new version of the file is created under the main file and set as Current.
Files shared with me
On the left-hand side of the file pane, there is a file listing with the label ‘files shared with me’. Under this label, users can view, download and open all the shared files which were shared by other users.
-
Select the Briefcase vertical and select the Files shared with me from the left-hand side file pane.
-
Right-click on the file and select Download to save the file, or right-click on the file and select Open to view or edit the file in a new browser tab.
Users can also use the Download or Open option from the toolbar above the preview pane. |
-
Once the file is opened, either user can view or edit the document as per the permission granted to the user by the owner of the file.
-
When the file is opened, users can see the multiple users in the top right-hand side corner who are currently logged in and editing.
If the file is publicly shared users can see the guest names only. If the file is shared with particular users, then the user can see the actual login user who is editing the file in real-time.
Chat and Video
-
Enter the Login credential, and choose the interface from the dropdown Classic Web App or Modern Web App.
-
Click the Chat icon from the header bar to access the Chat and Video tab.
Chat
Zimbra Chat features include individual and group chats, contact and group support, video support, and chat archival.
-
Click to access it. A list of active chat sessions will display on the left pane. The current active chat session is highlighted and chat messages from the current chat sessions are shown in the preview pane.
-
Click on Compose to start a new chat session. A pop-up window will appear to compose a new message.
The User can only send messages to contacts that are already defined for Zimbra Chat in the Zimbra Chat contact lists. -
Click from the chat list tab to search for a particular message in all chat sessions. Additionally, clicking on icon will allow the user to limit the search to messages from a start date to an end date. The back arrow icon will terminate the search function.
-
Click from each chat to mute notifications for that chat session or archive that chat session.
-
To send a message to the current chat, type into the message field and click .
-
Click on the top right corner to search for a particular message in the current chat session.
-
Click on the top right to start a video conference/call with people in the current chat session.
A video conference link is sent to the current chat session. Zimbra Video Conference is integrated with the imMail Meet desktop app. -
Click to attach the photos, audio, or document files to the current chat audience.
-
Click from the top right will show the same mute notifications and archive option for the current chat.
When users choose to archive a chat session, the chat session will move from the active chat session list to the archive chat session list. -
Hover over a specific chat message and click that appears in order to reply, forward, or delete the message, or to create a task from that message.
When creating a task from the message, the message text is automatically set as the task description.
Contacts and Groups
-
Click on the Contacts to view and start a conversation with contacts on the Zimbra Chat & Video feature.
-
Click on the Groups to view, edit, add, and delete groups used for the Zimbra Chat & Video feature.
Contacts and Groups defined for Zimbra Chat & Video are separate from Contacts and Groups defined in the Zimbra email feature. There is one list of contacts associated with the Zimbra Chat & Video feature.
-
COMPANY CONTACTS is a list of all Zimbra users of the same domain who have Zimbra Chat & Video enabled. These contacts are added to Company Contacts in Zimbra Chat & Video automatically.
-
Click the Groups to view a list of Zimbra Chat & Video groups. The user can create a new Group, and search for the specific group from the group’s tab.
-
Archived
-
Click the Archived tab to view a list of archived chat sessions.
-
Click to mute the notifications from that chat session or unarchive that chat session.
The Unarchive option will move the chat session from the archived chat list to the active chat list.
Video
-
Click to schedule or start a video conference call with chat contacts.
-
Click the NEW MEETING button to start a video conference meeting.
-
Click the SCHEDULE button to schedule a video conference meeting.
Administration Panel
Introduction
Zimbra Chat is a messaging solution that intends to work along with Zimbra Collaboration providing real-time chat capabilities.
Part of the content of this Guide is about Users (basic operations) and API KEY generation which are common tasks of a Domain Admin.
Zimbra Chat offers the Manage Domain option for Administrators, that can do all activities described here. But if you intend to admin or to be responsible for a group of Domains, then this Zimbra Chat Administration Panel will help you.
This User Guide is on using the Zimbra Chat Administration Panel and is a step-by-step on:
-
how to ADD a new Domain;
-
how to EDIT general attributes of a Domain;
-
how to DISABLE a Domain;
-
how to CREATE/UPDATE a Domain’s LOGO;
-
how to generate an API KEY.
-
how to view the collaborators, add, and revoke or readmit anyone from a domain
A new domain at Zimbra Server will not be added automatically to Zimbra Chat. This NEW DOMAIN must be linked to Zimbra Chat. If you are responsible for a group of Domains, you may find here some helpful features such as Generating API KEY.
A step-by-step on how to link a domain that already exists in Zimbra Server to Zimbra Chat Zimlet is available at Zimbra Chat Installation Guide - Working with extensions |
What this Guide is not intended to be used
If you need information about the installation of Zimbra Chat, or how to link Zimbra Chat with your Zimbra server please check Zimbra Chat - Single-server Guide
If you have some doubts or issues with the Zimbra Chat installation please check Zimbra Chat - Troubleshooting Support Guide.
The Zimbra Chat Administration Panel main screen
Here is what you will have with the Panel:
1 - Link to return to Zimbra Chat messaging panel;
2 - Button to ADD a new DOMAIN to Zimbra Chat;
3 - Set of counters (number of domains, number of licenses, licensed users per type of license;
4 - Search (a filter) to help you find a particular Domain or a subset of them;
5 - List of domains
6 - The version of the Zimbra server to the particular Domain is linked;
7 - Number of licenses per domain
8 - Actions to be taken in a particular Domain
How to open the Zimbra Chat Administration Panel
To have the right to open the Panel:
1 - you must be logged in;
2 - you must be an administrator at the original domain created during
the installation process; Example: admin@chat.your-domain.com
.
To open the Panel, please click on the upper right corner icon at the Zimbra Chat panel
Select “Zimbra Chat Administration”
The Dashboard will be like this:
Domain Administration
In a fresh installation the domain of the account that had been used to install Zimbra Chat will have Administration Profile and an option to open the Zimbra Chat Administration Panel will be available as showed at how to open a the panel
As you have the attributes to admin other domains you may add, edit and even disable domains under your administration.
Adding a Domain
At the panel click on “ADD DOMAIN” button
As a window opens, fill Name of Company (just for documentation purposes only) and Company domain fields.
Then click on “ADD”
After a successful saving your Panel (and the domain) had been updated to show the new Domain you added.
Remember that adding a new domain to the Panel doesn’t assure you that the new domain is available at Zimbra Chat. Usually you must generate an API Key, and link the domain name to Zimbra Server and restart the server.
You may confirm that a domain is linked to a Zimbra Server checking column “Zimbra Version” at the Panel:
Editing a Company Name
If you need to EDIT a company’s name click vertically aligned at right:
Then select “Edit”:
then Type the new COMPANY’s NAME.
Then “SAVE” and it’s done.
The new name will be on Panel
Notice that you can’t edit the Domain’s name itself. If it’s wrong please disable it and add a new fresh domain with the right domain’s name |
Disabling/Activating a Domain
To Disable a domain
If you need to DISABLE a domain click vertically aligned at right:
Then select “Disable”:
then, for security, you have to confirm the name of the domain and your password:
As you confirm and all informed data are right, you’ll see the Domain’s name greyed.
To activate an already disabled Domain
If you need to activate a domain already disabled click vertically aligned at right:
Then select "Activate”
To activate the domain, type domain’s name, and your password, and “CONFIRM”
And the domain will be active again
Logo’s Domain - creating or updating
If you need to CREATE or UPDATE the logo of a domain click vertically aligned at right:
then select “Edit Logo”
On the next screen, you’ll see display on the screen the domain’s logo or a no image indicating that there is no logo at all:
You may add an image (look at all tips, and pay attention that very small images will not work):
Add a new image and “SAVE CHANGES”
And your domain has a new logo:
Managing Collaborators
With Zimbra Chat Administration Panel you may check collaborators (users linked to a domain).
If you need to manage collaborators of a domain click vertically aligned at right:
Please note that the following steps related to user management are only applicable to domains that are not yet connected to Zimbra. Once a domain is connected to the Zimbra server via API key configuration, all user management tasks—including creation, updates, revocation, and deletion—must be performed directly through the Zimbra Administration Panel. |
then select “View collaborators”
A list with current collaborators will display:
Adding a new collaborator
To add a new collaborator click on “ADD ONE”
Fill the fields: Full name, Email, Password, Confirm Password
And Select the Plan
And Select the Role and click on “ADD”
At last you’ll get a new collaborator
Revoking Access of a collaborator
There are 2 different actions relative to not allowing a collaborator to
use Zimbra Chat:
a - Revoke Access;
b - Delete Account.
REVOKING ACCESS will disable the collaborator but his / her account will be preserved. All data will stay available for auditing, his / her LICENSE will be count as USED LICENSE. And you may restore access whenever is needed.
DELETING AN ACCOUNT will make the account no longer be accessible in the future. Its LICENSE will not be counted anymore, and you may NOT restore access.
To revoke access of a collaborator, starting from the list of users click vertically aligned at right:
Then select “REVOKE ACCESS”
Then confirm that your intention and click on “REVOKE ACCESS”
You’ll see that the name of the collaborator will be greyed
Restoring access of a collaborator
There are 2 different actions relative to not allowing a collaborator to
use Zimbra Chat:
a - Revoke Access;
b - Delete Account.
REVOKING ACCESS will disable the collaborator but his / her account will be preserved. All data will stay available for auditing, his / her LICENSE will be count as USED LICENSE. And you may restore access whenever is needed.
DELETING AN ACCOUNT will make the account no longer be accessible in the future. Its LICENSE will not be counted anymore, and you may NOT restore access.
To restore access of a collaborator (reverse the Revoking Access Action), starting from the list of users click vertically aligned at right, on a greyed collaborator:
Then select “RESTORE ACCESS”
Then confirm that your intention and click on “RESTORE ACCESS”
You’ll see that the name of the collaborator not greyed
Note that all license counters used will be preserved (for revoking and restoring access).
Deleting an account
There are 2 different actions relative to not allowing a collaborator to
use Zimbra Chat:
a - Revoke Access;
b - Delete Account.
REVOKING ACCESS will disable the collaborator but his / her account will be preserved. All data will stay available for auditing, his / her LICENSE will be count as USED LICENSE. And you may restore access whenever is needed.
DELETING AN ACCOUNT will make the account no longer be accessible in the future. Its LICENSE will not be counted anymore, and you may NOT restore access.
To delete an account of a collaborator, starting from the list of users click vertically aligned at right (even if the user is greyed):
Then select “Delete account”
Then confirm that your intention and click on “DELETE ACCOUNT”
NOTE that this action is irreversible and all data relative to the account will no longer be accessible by anyone |
You’ll not see that the name of the collaborator on the list
Pay attention to Total License and specific plan counters that will be decreased. |
Generating API KEY
When you’re responsible for more than one domain this tool will help you in not having to log in as admin of every single domain and generating its API KEY.
But remember that his action (generating an API KEY):
a - will deprecate the last one for the specific domain (there is only one valid API KEY for each domain);
b - will only generate another API KEY. You’ll have to add/update that
string on the appropriate file on linking a domain to a Zimbra Server.
A step by step on how to link a domain that already exists in Zimbra Server to Zimbra Chat Zimlet is available at Zimbra Chat Installation Guide - Working with extensions
To generate an API KEY, click vertically aligned at right and select API KEY:
Confirm that you want to generate a NEW API KEY for the domain selected:
Remember that doing this will deprecate (turn invalid) the last one (if you have generated before). |
[red]#Copy the String, save it accordingly, and follow instructions on the procedures to link to Zimbra Chat available at Zimbra Chat Installation Guide - Working with extensions
Searching and Filtering Domain’s name
If you have an extensive list of domains it would be nice if you can see only ones starting with “dom” for example.
We offer the Search field to help you on it:
The filter operates with at least 3 characters. |
Managing your Profile
This feature in Zimbra helps change your login password and upload a profile image. Recipients of your email, however, may not see your image when they receive your emails.
Change Password
This feature helps you change your password.
-
In the top right, click and choose Change Password. The Change Password dialog appears.
Change Password dialog also appears when your password has expired, and you attempt to login. -
Enter the current password in the Current Password field.
-
Type in the new password in New Password field.
-
Type in the new password again in Confirm Password field.
-
Click Continue to apply the changes.
Change Profile Image
-
In the top right, click and choose Change Profile Image. The Change Profile Image dialog appears.
-
Click inside the bordered area to launch a file browser window. Navigate to the image’s location and click Open.
-
Alternatively, you can drag and drop your image inside the bordered area.
-
-
Select the portion of the photo you want to show. The frame with dashed borders can be resized and repositioned.
-
Click or to rotate the picture a quarter turn left or right.
-
Click Save to apply the changes.
Settings
Settings in Zimbra have multiple features like changing signatures, creating filters, and mail reading behavior being a few among many.
General
This section deals with storage, date & time format, and the default app version which you see after login.
Storage
This section of the Modern Web App displays the storage and the allocated space that you are using on the Zimbra server.
Date & Time
This section manages the date and time format used throughout the Modern Web App.
Date Format
There are 4 date formats to choose from:
- mm/dd/yyyy
-
January 9, 2021 appears as 01/09/2021.
- dd/mm/yyyy
-
January 9, 2021 appears as 09/01/2021.
- yyyy-mm-dd
-
January 9, 2021 appears as 2021-01-09.
- dd-mmm-yy
-
January 9, 2021 appears as 09-Jan-21.
Time Format
There are 4 time formats to choose from:
- h:mm
-
The time 9:21 AM appears as 9:21 AM.
- hh:mm
-
The time 9:21 AM appears as 09:21 AM.
- H:MM
-
The time 9:21 AM appears as 9:21.
- HH:MM
-
The time 9:21 AM appears as 09:21.
Zimbra Version
Here you choose the Zimbra version you want to use.
- Modern
-
Choose this option to use the Modern Web App.
- Classic
-
Choose this option to use the Classic Web App.
Viewing Email
Group emails into conversations
When you reply to an email, Zimbra groups responses together in conversations with the newest email on the top.
A conversation breaks off into a new conversation if the subject line changes.
-
Select → Settings.
-
Under Viewing Email, check the box Enable Conversations to group the messages or uncheck this box to ungroup the messages.
-
At the bottom of the page, click Save.
Show Email Snippets
By default, Zimbra shows you snippets, or previews, of your messages in the email pane. If you do not need the snippets or feel that they make your Inbox look cluttered, you can turn the snippets off.
-
Select → Settings.
-
Under Viewing Email, uncheck the box Show snippets to turn them off.
-
At the bottom of the page, click Save.
Group Emails by date
Zimbra, by default, groups your email conversations by date. So you see email groups like Today, Yesterday, Last week, and so on. You can disable this setting.
-
Select → Settings.
-
Under Viewing Email, uncheck the box Group by date to ungroup the messages. Your emails appear sorted by date, but they do not appear in groups.
-
At the bottom of the page, click Save.
Email Preview Pane
The preview pane in Zimbra displays the selected email’s content.
-
Select → Settings.
-
Under Viewing Email, click the Preview Pane drop-down.
- The preview pane on the right
-
The selected email’s content appears on the right of the email list.
- The preview pane on the bottom
-
The selected email appears in a pane on the bottom of the email list.
- None
-
The preview pane is disabled.
-
At the bottom of the page, click Save.
Message List Density
This setting controls the spacing between each email in the email list. Slim is the lowest, and Relaxed is the highest possible spacing between two emails in the email list.
-
Select → Settings.
-
Under Viewing Email, click the Message list density drop-down.
-
At the bottom of the page, click Save.
Mark Emails as Read
Zimbra immediately marks a message as read when you select it. To change this behavior:
-
Select → Settings.
-
Under Viewing Email, click the Mark as read drop-down.
- Immediately
-
The selected email is marked read the moment you click it.
- After 2 seconds
-
The selected email is marked read after 2 seconds.
- After 5 seconds
-
The selected email is marked read after 5 seconds.
- Never
-
The selected email stays unread until you mark it as read manually. For details, refer to reading pane tools.
-
At the bottom of the page, click Save.
Check for New Emails
Zimbra checks for new emails at regular intervals. You can, however, override the default settings.
-
Select → Settings.
-
Under Viewing Email, click the Check for new mail drop-down.
-
You can choose a duration from the drop-down when Zimbra checks for new mail.
-
Click the reload icon beside Inbox to check for new emails Manually. This reload icon becomes visible when you hover the mouse on the Inbox.
-
Choose As new mail arrives to have Zimbra repeatedly check for new emails.
-
-
At the bottom of the page, click Save.
Sending Read Receipts
If requested by the sender, you can send a read receipt to confirm that you have opened their message.
In Zimbra, you can decline to send this read receipt, or have Zimbra ask you for confirmation.
-
Select → Settings.
-
Under Viewing Email, click the Read receipts drop-down.
- Ask me
-
As soon as you open an email where a sender has requested a read receipt, you receive the prompt below.
-
Click to decline to send a read receipt.
-
Click Send read receipt to let the sender know that you have read the message.
-
- Ask Me
-
Choose this option to receive a confirmation before sending a read receipt.
- Always Send
-
Choose this option to send a read receipt every time to recipients.
- Never Send
-
Choose this option, so Zimbra does not send a read-receipt to recipients.
-
At the bottom of the page, click Save.
Email Notifications
You can choose when Zimbra notifies you of new emails.
- No notification
-
Zimbra does not notify you of new mail.
- When a new message arrives in Inbox
-
When you choose this option, Zimbra notifies you of new emails only when they arrive in Inbox. You are not notified of emails arriving in other folders due to filters.
- When a new message arrives in any folder
-
When you choose this option, Zimbra notifies you of each new email, irrespective of the folder in which they are arriving.
Writing Emails
Recall a sent message
You can recall an email you just sent, using the Undo Send feature. When enabled, as soon as you send an email, you get a notification with an UNDO button. This notification stays for only a few seconds. Once this notification disappears, recall is not possible.
The email remains in Drafts folder as long as this notification stays on the screen. When you click Undo, a notification informs you that sending has been canceled, and the email remains in your Drafts folder.
-
Select → Settings.
-
Under Writing Email, check Enable against Undo send to enable this feature.
-
At the bottom of the page, click Save.
Request Read Receipts
You can ask readers for an acknowledgment every time they open your email.
-
Select → Settings.
-
Under Writing Email, check Always against Request read receipts to enable this feature.
-
At the bottom of the page, click Save.
Check Request Read Receipts on how to request your recipients for a read receipt on the fly — while composing emails. |
Save a Copy to Sent Folder
You can choose to not save your sent emails in Sent folder.
-
Select → Settings.
-
Under Writing Email, uncheck Enable against Save a copy to Sent folder to disable saving emails in the Sent folder.
-
At the bottom of the page, click Save.
Delegation
You can let someone else manage your email account using Zimbra. Your delegates can read, send, and delete messages on your behalf. Messages your delegates send on your behalf show you as the sender.
-
Select → Settings.
-
Under Writing Email, click Add delegates against Delegates.
-
Enter the name or email address of the delegate. Autocomplete feature lists suggestions; choose one that applies.
-
Choose whether delegates can Send As or Send on behalf of
- Send As
-
Delegates can send an email as you. Receivers of this email see your email address as the sender.
- Send on behalf of
-
Delegates send an email on your behalf. Receivers of this email see the delegate’s email address, as well as yours, as the sender.
Delegate’s Sent Email Settings
When a delegate sends an email, as you or on your behalf, you can manage where the sent messages are stored.
- Save sent messages to my Sent folder
-
The email sent by your delegate goes in your sent items folder.
- Save sent messages to delegate’s Sent folder
-
The email sent by your delegate goes in the delegate’s sent items folder.
- Save sent messages to my Sent folder, and delegate’s Sent folder
-
The email sent by your delegate goes in your sent items folder, and delegate’s Sent Items folder as well.
- Don’t save sent messages
-
Zimbra does not save the email sent by your delegate.
Account Settings
Add an Account
The Modern Web App can help you manage emails that you receive on other email addresses. Through the Modern Web App you can send and receive emails using these email addresses.
-
Select → Settings.
-
Click Accounts in the left pane and choose Add an account.
-
Enter your email address in the Email Address field.
-
Enter the password for this email address in the Password field.
You may need to generate an app password, if your email provider mandates it. Once generated, use the app password in the Password field. -
Choose an account type, from POP or IMAP, that you want to configure with the Modern Web App.
-
Enter the username associated with this email address.
-
Type the mail server name in Mail Server field.
Please check with your email provider for this information.
Following are the details of some of the top service providers:
Email Provider | IMAP Host / Port | POP Host / Port | Requires SSL | Requires Separate App Password | Enable "Less Secure App" Settings |
---|---|---|---|---|---|
Gmail |
imap.gmail.com / 993 |
pop.gmail.com / 995 |
Yes |
No |
Yes |
Yahoo |
imap.mail.yahoo.com / 993 |
pop.mail.yahoo.com / 995 |
Yes |
Yes |
No |
AOL |
imap.aol.com / 993 |
pop.aol.com / 995 |
Yes |
Yes |
No |
Change the name on your Zimbra account
You can choose what name people see when you send them an email.
-
Select → Settings.
-
Click Accounts in the left pane and choose an account from the right pane.
-
Under Your Name type in a name that you want people to see when they receive your emails.
-
At the bottom of the page, click Save.
Add a Persona
A persona helps you create a separate email identity to manage different types of email. E.g., you can create a persona for your business email and one for your personal email. By using a persona, you can specify a different From address or a Reply-To address for emails sent using that persona. All outgoing email displays the email address of the persona that you are using.
-
Select → Settings.
-
Click Accounts in the left pane and choose Add a persona.
-
Type a name under Persona Name to identify your persona.
-
Choose an account from Send from this account.
-
Type in From name which recipients see as the sender’s name.
If this box is empty, persona will use From name of the sending account. -
Check Enable against Direct replies to a different email address, to receive replies on a different email address.
-
Enter a Reply-to address.
-
Type in a Reply-to name.
-
-
Click Add Persona to create this persona.
Two-factor Authentication
2FA Enabled
If two-factor authentication is only enabled but not enforced, you have the option to set up two-factor authentication at your convenience. Application usage is not affected.
-
Select → Settings.
-
Click Accounts in the left pane and choose an account from the right pane to enable 2FA.
-
Click Set up two-factor authentication.
-
Enter your password when prompted.
-
Install an authentication app on your mobile device. Check supported apps.
-
Once installed, configure it on your smartphone.
-
Click Next on the Zimbra screen to begin the process of adding this account to the authentication app.
-
On the authenticator app, enter the code generated on the Zimbra screen.
-
Click Next.
-
Enter the code generated by your authenticator app and click Verify to complete the two-factor authentication setup.
Login Screen
Once set up, Zimbra prompts you to enter a code as part of every login. Enter the code displayed in your authenticator app at that time and click Verify.
Adding Trusted Devices
Once you have set up 2FA, Zimbra requires a code from the authenticator app on each login. You can set a device as a trusted device, so you do not have to enter an authentication code.
-
Launch Zimbra.
-
Enter an authorized username and password.
-
Check the box, Always trust this device.
-
Enter the two-factor authentication code from the authentication app.
-
Click Verify to login.
Next time when logging in from this device, you do not need to enter the authentication code.
Removing Trusted Devices
When you remove a device from the list of trusted devices, Zimbra prompts you to enter the authentication code next time you attempt to login using that device. To remove a device from the list of trusted devices, login from the device you wish to remove from the trusted devices' list.
-
Select → Settings.
-
Click Accounts in the left pane and choose an account from the right pane.
-
Scroll down to Two-factor authentication segment.
-
Click Don’t trust this device.
To remove all your devices from the list of trusted devices, except the one you have logged in from, click Don’t trust all other devices. |
Zimbra removes the target device from the list of trusted devices with immediate effect.
One-time codes
One-time codes are a set of ten codes used to complete the two-factor authentication when you do not have access to the authentication app. You can use each of these unique codes only once. Zimbra has an option to regenerate a new set of codes. We recommend that you copy and keep the codes in a safe place on the first available opportunity.
You cannot log in to Zimbra if you do not have the codes or access to the authenticator app. |
Generate One-time Codes
-
Select → Settings.
-
Click Accounts in the left pane and choose an account from the right pane.
-
Scroll down to Two-factor authentication segment.
-
Click 10 unused codes.
-
Click Copy to clipboard to copy the codes, paste in a text file, and save the file in a safe place.
Once clicked, Copy to clipboard changes to Copied. The codes can be copied again by clicking Copied. |
Adding an App Passcode
Most desktop email programs have no way to ask for or enter the unique code to complete the two-factor authentication. Zimbra helps you generate a passcode that you can use instead of your real account password when configuring your email program.
-
Select → Settings.
-
Click Accounts in the left pane and choose an account from the right pane.
-
Scroll down to Two-factor authentication segment.
-
Click Add a passcode.
-
Enter a name that helps you identify the app password you create and click Next.
-
Copy the code, paste in a text file, and save the file in a safe place. You need this code when configuring your email program.
-
Enter this passcode instead of your account password when configuring an email client with Zimbra.
Removing an App Passcode
-
Select → Settings.
-
Click Accounts in the left pane and choose an account from the right pane.
-
Scroll down to Two-factor authentication segment.
-
Hover over the email application you want to remove.
-
Click to remove the targeted application.
Disable 2FA
-
Select → Settings.
-
Click Accounts in the left pane and choose an account from the right pane.
-
Scroll down to Two-factor authentication segment.
-
Click the button Remove two-factor authentication.
You can now log in without the need to enter an authentication code.
You can disable 2FA only if the administrator has allowed this option for you. |
Email as an additional factor for 2FA
Using your recovery email as an additional factor for two-factor authentication enhances the security of your Zimbra account. You can set up your recovery email as a 2FA method and manage your 2FA preferences through the settings in the Modern UI.
Setting Up Email as 2FA
-
Navigate to Two-factor Settings
-
Click on the gear icon on the top right to open "Settings".
-
Go to the "Accounts" tab and expand the primary account.
-
Scroll down to the “Two-factor authentication” section.
-
-
Enable Email as 2FA
-
Click on "Set up this method" for the email option.
-
Enter your recovery email address if not already set up.
-
Verify your recovery email by entering the code sent to your email.
-
-
Using Email as 2FA
-
After setup, you will receive a one-time use code on your recovery email during login.
-
Enter the code to gain access to your account.
-
Managing 2FA Preferences
-
Select Preferred 2FA Method
-
After setting up both email and an authenticator app as 2FA methods, select your preferred method in security settings.
-
This preference will be used for subsequent logins.
-
-
Switching Methods During Login
-
If you face issues with your preferred method, you can switch to the other method by selecting "Use a different method" during login.
-
-
Fallback Options
-
In case you cannot access your recovery email, use the authenticator app or other configured 2FA methods to authenticate.
-
-
Updating Recovery Email
-
If you need to change your recovery email, navigate to Two-factor settings and update it.
-
Verify the new email to activate it as a 2FA method.
-
Reply-to Address
You can receive replies to your emails on a different address using this feature.
-
Select → Settings.
-
Click Accounts in the left pane and choose an account from the right pane.
-
Scroll down to Reply-to-Address segment.
-
Check the box Receive replies to your sent emails at a different address.
-
Enter an email address where you’d like to receive replies for your emails.
-
Type in a name corresponding to the above email address.
-
At the bottom of the page, click Save.
Access your emails elsewhere
You can set a forwarding address in Zimbra. Zimbra forwards all your emails to the address specified here.
-
Select → Settings.
-
Click Accounts in the left pane and choose an account from the right pane.
-
Scroll down to Access your mail elsewhere segment.
-
Check the box Forward: Zimbra forwards all your emails to the specified address so that you can check it there.
-
Enter an email address where you’d like to forward your emails.
-
From the drop-down, choose if Zimbra should keep a copy of the email received.
- Store and Forward
-
Zimbra keeps a copy of the email before forwarding it to the specified address.
- Delete and Forward
-
Zimbra deletes the email after forwarding it to the specified address.
-
At the bottom of the page, click Save.
Export
You can export all your emails, contacts, and calendars as a .tgz
file.
To export individual folders, emails, contacts, or calendars, right-click those items and choose Export from the context menu.
-
Select → Settings.
-
Click Accounts in the left pane and choose an account from the right pane.
-
Scroll down to Export and click Export.
Import
You can import all your emails, contacts, and calendars from a .tgz
file.
-
Select → Settings.
-
Click Accounts in the left pane and choose an account from the right pane.
-
Scroll down to Import and click Import.
Mobile or Desktop Configuration
IMAP, CalDav, and CardDav are an open set of rules for synchronizing your emails, contacts, calendars, and tasks with mobile or desktop devices. Zimbra creates mobile profiles which you can download, configure, and sync your mobile devices.
Android OS natively (without the help of external apps) supports IMAP for managing email; however, CalDAV and CardDAV require installation of apps like OpenSync. Mac and iOS have provisions for working with CalDAV and cardDAV; hence, you do not need any Mac or iOS app to work with them.
This section explains how to export profiles. To import these profiles to your mobile devices, you may want to look at below help articles:
Export Profiles
There are five profiles available to download and sync with devices that support this.
- Email, Calendar, and Tasks, Contacts
-
This profile syncs Email, Calendar, Tasks, and Contacts on mobile devices with Zimbra.
- Calendar and Tasks, Contacts
-
This profile syncs only Calendar, Tasks, and Contacts on mobile devices, with Zimbra; it does not sync emails.
- Calendar and Tasks
-
This profile syncs only Calendar and Tasks on mobile devices, with Zimbra; it does not sync emails and contacts.
- Contacts
-
This profile syncs only contacts on mobile devices, with Zimbra; it does not sync emails, calendars, and tasks.
-
This profile syncs only emails on mobile devices, with Zimbra; it does not sync contacts, calendars, and tasks.
-
Select → Settings.
-
Click Accounts in the left pane and choose an account from the right pane.
-
Scroll down to Mobile or Desktop configuration segment.
-
Choose one of the profiles from the drop-down and click Download.
-
Choose a location to save the downloaded file. Zimbra requires this file when importing profiles to iOS or Android devices.
-
Import profiles to iOS
Import profiles to Android
Since Android — without external apps — supports IMAP only, you may need to check the instructions specific to the app you use for CardDAV and CalDAV.
ActiveSync
-
To setup ActiveSync on Outlook, refer to this guide :- https://wiki.zimbra.com/wiki/Exchange_ActiveSync(EAS)_Outlook_2013
-
To setup ActiveSync on Apple Devices, refer to this guide :- https://wiki.zimbra.com/wiki/Zimbra_Mobile_Installation_and_Setup_for_iPhone
Sharing
This setting enables viewing of:
-
folders shared with the user
-
folders shared by the user
Shared With Me
The Shared With Me
section lists all the items shared with you by other users. Each item in this section provides the following details:
-
Type: The type of the shared item (e.g., Mail folder, Contacts folder, Calendar).
-
Owner: The owner of the shared item.
-
Shared With: The email or domain that the item is shared with.
-
My Role: Your role in relation to the shared item, typically displayed as "Can view" or "Can edit".
-
Accept Button: Option to accept the shared item and add it to your account.
Example:
-
Type: Contacts Folder
-
Owner: John Doe
-
Shared With: synacor.com
-
My Role: Can view
To accept a shared item, click the Accept
button next to the item.
Shared By Me
The Shared By Me
section lists all the items you have shared with other users. Each item in this section provides the following details:
-
Item Name: The name of the shared item.
-
Type: The type of the shared item (e.g., Mail folder, Contacts folder, Calendar).
-
Shared With: The email or domain the item is shared with.
-
Permissions: The permissions granted to the shared item (e.g., Can view, Can edit).
Example:
-
Item Name: UX Feedback
-
Type: Mail folder
-
Shared With: user@example.com
-
Permissions: Can view
Changes to sharing settings are effective immediately and do not require clicking the Save
button. To stop sharing an item, click the three-dot menu (…
) next to the item and select the appropriate option.
Revoking All Sharing
To revoke all sharing for an item:
-
Click the three-dot menu (
…
) next to the shared item in theShared By Me
section. -
Select
Revoke all sharing
from the dropdown menu. -
A confirmation dialog will appear with the message "The item will no longer be shared with anyone. Are you sure?"
-
Click
Yes
to confirm and revoke all sharing, orNo
to cancel.
By revoking all sharing, the item will no longer be accessible to anyone it was previously shared with.
Viewing Details
To view details for a shared item:
-
Click the three-dot menu (
…
) next to the shared item in theShared By Me
section. -
Select
Details
from the dropdown menu. -
A detailed view will appear, showing additional information such as:
-
Shared With: The email addresses of the users the item is shared with.
-
Permissions: The specific permissions granted to each user.
-
Option to
Resend invitation mail
.
-
Example details view:
-
Shared With:
-
User:user@zimbra.com
-
Permissions: Can view
-
Option: Resend invitation mail
-
These options allow you to manage the sharing settings more granularly, ensuring you have control over who has access to your shared items and what level of access they have.
Shared Folder Sync to Mobile
Zimbra allows users to have better control over the folders shared with them, providing the flexibility to choose which folders to sync to their mobile devices. Users can sync shared email folders, shared contact folders, and shared calendars.
This folder sync is only applicable when Activesync is being used to sync with Mobile devices. |
Specific features available on mobile devices might differ based on the client in use.
The synchronization of multiple contacts, calendars, or task lists via Exchange ActiveSync is not supported by all clients. |
Enabling Mobile Synchronization for a Shared Folder
Ensure zimbraFeatureSharedFolderMobileSyncEnabled is TRUE at the account/COS level.
|
-
Log in to the Zimbra Modern Web Client.
-
Go to
Settings
in the upper right-hand corner. -
Select the
Sharing
tab. You will see a list of all parent (no sub-folder) shared folders in theShared With Me
section. -
Select the desired folder and click on the
Sync to native mobile apps
checkbox. (Please note upon clicking, changes are saved immediately without clicking the save button.)
The new folder will be synchronized to any mobile device connected to the account.
Disabling Mobile Synchronization for a Shared Folder
To exclude a shared folder from syncing with a mobile device:
Ensure zimbraFeatureSharedFolderMobileSyncEnabled is TRUE at the account/COS level.
|
-
Log in to the Zimbra Web Client.
-
Go to
Settings
in the upper right-hand corner. -
Select the
Sharing
tab. You will see a list of all parent (no sub-folder) shared folders in theShared With Me
section. -
Select the desired folder and clear the
Sync to native mobile apps
checkbox. (Please note upon clicking, changes are saved immediately without clicking the save button.)
Limitations
Following are the limitations when using this feature:
-
Fully Shared Accounts: Syncing folders from a fully shared account is not possible because it would require copying everything in the account, including sensitive or irrelevant data.
-
Subfolders: Syncing subfolders within a shared folder is problematic. Subfolders are often connected in a way that makes it hard to sync them individually without missing parts of the folder structure.
-
Folder Permissions: Only folders with Admin or Manager permissions can be synced. The Exchange ActiveSync protocol does not support syncing read-only folders, which can cause errors and data loss.
Account Recovery
We always recommend adding an alternate email address to get account recovery instructions if you forget the login credentials to your email account.
-
Select → Settings.
-
Click Account Recovery in the left pane.
-
Enter an email address where you would like to receive account recovery instructions.
-
Click Continue.
-
You receive a code on this alternate email address. Check your email and copy the verification code.
-
Paste in the above prompt to verify the alternate email address.
Password reset using "Forgot Password" feature
-
On the login page, click "Forgot Password?".
-
Enter the email address for which password needs to be reset and click Submit.
-
Click Request Code. The code is sent to alternate email address provided in Account Recovery section.
-
Copy the code and paste in the above prompt. Click Verify Code.
-
Click Reset Password and specify the new password for the user. Click Submit.
-
On successful password reset, "Password Reset Success!" is displayed on the screen.
-
Click Back to sign in to login with the new password for the user.
Signatures
With Zimbra, you can have two default signatures per account, plus additionals that you may choose to apply.
-
Select → Settings.
-
Click Signatures in the left pane.
-
To set a signature to be used while composing an email, draft your signature against the Standard signature field.
-
To set a signature to be used while replying to or forwarding an email, draft your signature against the Reply or forward signature field.
-
Add a New Signature
-
Click Add a signature.
-
Specify a name of the signature.
-
Type in the signature’s contents and click Save.
-
To delete a signature click Remove signature.
-
Out of Office settings
With Zimbra, you can send out-of-office replies for any duration you specify.
-
Select → Settings.
-
Click Out Of Office in the left pane.
-
Check the box Enable automatic response during these dates (inclusive).
-
Specify a From date.
-
Specify an Until date.
-
If the until date is uncertain, check the box No end date.
-
-
Type a response that you’d want to send while you are out of office.
-
Test out the response by clicking Send sample copy to me.
-
Out of Office replies for external senders
You can choose if you want to send an out-of-office response to senders who are not in your organization (external senders).
Against External Senders there are three options in the dropdown.
- Send standard automatic response
-
Choose this option to send the same response specified above, to external senders.
- Send external automatic response
-
Choose this option to bring up a text box and type a separate response to external senders. Click Send sample copy to me to test out this response.
- Do not send automatic response
-
Choose this option to avoid sending out-of-office response to external senders.
Filters — Automate management of your email
Zimbra allows you to create filters through which you can sort incoming messages into folders by defining some rules.
Create New Filter
-
Select → Settings.
-
Click Filters in the left pane.
-
Click Add to create a new filter.
-
Set a Filter Name.
-
There are two filter editors — Basic and Advanced. By default, when creating a new filter Basic editor opens.
Zimbra takes these actions when it encounters mails that meet the defined criteria.
- Move to folder
-
You can move the filtered email to either Junk or Trash
- Mark as read
-
Leave the message in the inbox but mark it as read.
- Permanently delete
-
Discard the email, so it does not appear in the Trash folder.
- Forward to
-
Redirect the email to another email address.
- Star
-
Flag the email so that it stands out and appears with a star in the email list.
- Tag With
-
Mark an email with tags that you have created. For more information check tags.
Basic
In the basic editor, you can specify only one action to affect emails that meet the filter criteria. E.g., you can only mark it read or move it to trash; you can’t do both. To perform multiple actions on emails matching specific criteria, check advanced mode.
-
Choose if the incoming mails have to meet any one or all of the defined criteria.
-
Define the conditions that an email has to meet for the defined action to take effect.
-
Under Then choose what happens with the filtered email. You can choose only one action.
Advanced
In the advanced editor, you can specify multiple actions to affect emails that meet the filter criteria. E.g., you can mark it read and move it to trash.
-
Click Switch to advanced.
-
Choose if the incoming mails have to meet any one or all of the defined criteria.
-
Define the conditions that an email has to meet for the defined action to take effect.
-
To add more conditions, click + Add a condition.
-
-
Under Then choose what happens with the filtered email. You can choose only one action.
-
To add more actions click + Add an action
-
And do not process additional filters check-box stops other filters from running on a message which meets the criteria for multiple filters. |
Managing Filters
-
Select → Settings.
-
Click Filters in the left pane.
-
The right pane lists all the filters that you have created so far.
-
Click and drag to raise or lower the filter priority.
-
Check or uncheck a filter to enable or disable it.
-
Click against a filter to bring up options like Details, Run, Edit, and Delete.
- Details
-
Lists the conditions for an email to meet and the action to take when an email meets the filter criteria.
- Run
-
Choose an account and then folder(s) on which to run the filter.
- Edit
-
Opens the appropriate editor — Basic or Advanced — to edit a filter.
- Delete
-
Prompts a confirmation dialog before deleting a filter.
-
Block and Allow senders
You can block messages from specific email addresses or domains from reaching your inbox; you can also allow specific email addresses and domains, so their emails reach you every time. When you add an email address or domain to your blocked senders' list, Zimbra blocks all messages from that sender.
Block senders from sending you email
-
Select → Settings.
-
Click Blocked and Allowed Senders in the left pane.
-
Under Blocked Senders and Domains, enter the email address or domain that you want to block and click Block.
Zimbra removes emails by blocked senders from the server; they do not appear in either Junk or Trash. |
Allow senders
If you want to remove someone from the blocked senders' list, follow the instructions below.
-
Select → Settings.
-
Click Blocked and Allowed Senders in the left pane.
-
Under Blocked Senders and Domains, select the email address or domain that you want to unblock and click Remove.
Stop messages from going into your Junk Email folder
Messages from these senders and domains bypass spam filters and are always delivered.
-
Select → Settings.
-
Click Blocked and Allowed Senders in the left pane.
-
Under Allowed Senders and Domains, enter the email address or domain that you want to receive emails from and click Allow.
If the same email address is in the whitelist and the blacklist, whitelisting takes precedence. |
Offline mode
With Zimbra, you can work offline to avoid incurring cellular data charges or to stop Modern Web App from attempting to send and receive messages over a slow network connection. You can manage and compose mail, contacts, and appointments when you are offline. The changes sync when you are back online.
-
Select → Settings.
-
Click Offline Mode in the left pane.
- Enable offline mode
-
Copies of recent items are saved locally. They are synchronized with the server when Modern Web App goes online.
- Disable offline mode
-
Modern Web App is online, and all changes synchronize in real-time.
Security and Activity
This setting enables viewing of emails and shows the list of devices where Zimbra is open with your credentials. You have the option to sign out from all other instances except this one.
Security
-
Select → Settings.
-
Click Security and Activity in the left pane.
-
To block images from appearing everywhere choose Never by default.
-
To block images from appearing only in Junk folder choose Always, except in Junk folder.
-
Activity
-
Select → Settings.
-
Click Security and Activity in the left pane.
-
Click Sign out against sessions that you are no longer using or you don’t recognize.
Calendar and Reminder Settings
This setting controls,
-
default calendar to create events in,
-
the day when a week starts,
-
time when a typical workday starts and ends,
-
calendar events time zone,
-
if the calendar, when shared, a delegate can manage through a mobile device, and
-
the email address to send event reminders.
General Calendar Settings
-
Select → Settings.
-
Click Calendar and Reminder Settings in the left pane.
-
Choose a Default Calendar from the drop-down. If you have not added a calendar, the drop-down does not have any other entries.
-
Choose a Start of Week from the drop-down.
-
Choose a time when your workday starts from Start of Workday drop-down.
-
Specify a time when your workday ends from the End of Workday drop-down.
-
Set a time zone for your workdays under Workday Time Zone.
-
Alternatively, check the box Show timezones for start and end times to set time zones on the fly.
-
-
Check the box Enable delegation for CALDav clients against Sharing to allow delegated users to manage your shared calendars using their mobile devices.
Event Reminders
You can specify an email address to receive event reminders.
-
Select → Settings.
-
Click Calendar and Reminder Settings in the left pane.
-
Enter the email address in Send reminders by email to field to send event reminders to that email address.
-
Check the box Show Browser Notifications to receive event reminders via browser notifications.
-
Specify a Default Reminder Time before which to receive event reminders.
-
Check the box to enable Show Reminders for Past-Due Events to receive reminders for events that are past due. This way, you receive reminders for events that you might have unknowingly missed.
Free Busy Permission
You can use this setting to control who can see when you are free or busy. Event organizers can click on Show Availability when scheduling an event to see when you are available for a meeting.
Choose an option from the dropdown.
- Everyone
-
All organizers can view the time when you are free or busy.
- Internal users only
-
Your Free/Busy information is available to all users within your organization.
- Internal users on my domain only
-
Your Free/Busy information is available only to users within your domain. Users in your organization who have email addresses on another domain can not view your Free/Busy information.
- These internal users only
-
Enter email addresses, below this dropdown, of users who can view your free/busy information. Click Add after entering each email address. The field Enter an email address is active only for this option.
- None
-
Your free/busy information is hidden from everyone, without exception.
Zimbra Mobile Application
Connect to the Server and Sign-In
-
Enter the user mail server URL (e.g. email.example.com).
-
Click on Continue. Once the application validates the mail server URL, a login screen will appear for the user to log in with the registered email account.
If the entered mail server URL is invalid or the application is not connecting to the specified mail server, the application will show the message Please enter a valid URL. Enter the correct URL and click Continue to connect. |
-
Enter the email address as the Username and enter the Password.
-
Click the Stay signed in checkbox to keep the session running even after closing the application. The application will keep users logged in for the user next session.
-
Click on Sign In.
Zimbra Email
Once the user signs in, tap on the Email icon to access email features.
-
The Message display area will show the list of messages and emails available in the mailbox.
-
Tap the Compose icon to compose an email.
-
Tap the Search/Magnifier glass icon to search messages in the mailbox containing specific text.
-
Tap the Three Horizontal Line icon to access menus, folders and other features available with Zimbra email.
-
Tap the Folder (Inbox, Sent, Trash, Drafts, Spam, etc.) to see the messages or emails within the folder.
-
Tap the Three dot icon (…) next to the regular mail folders (Inbox, Sent, any user created folder) to view the below options:
-
Mark emails as read - mark any unread messages within the folder as read
-
Import - import messages from a .tgz format file
-
Share - share folder with others
-
Create subfolder
-
Empty folder
-
-
Tap the Three dot icon (…) next to the Spam and Trash folders to view the below options:
-
Mark emails as read
-
Empty folder
-
-
Tap the Three dot icon (…) next to the Drafts folders to view the below options:
-
Mark emails as read
-
Share
-
Empty folder
-
-
Tap the Calendar icon to access the calendar associated with the email account.
-
Tap the Contacts icon to access the contacts associated with the email account.
-
Tap the Briefcase icon to access the briefcase features associated with the email account.
-
Tap the Profile icon to view the following options:
-
Change Password
-
Change Profile image
-
Logout
-
-
Tap the Settings icon to view the following options:
-
Zimbra Email Settings
-
Language
-
Help
-
About
-
Zimbra Chat
Tap the Chat icon to access Zimbra Chat features.
-
Tap on any existing chat to continue the chat.
-
Search - Enter a name or text to search existing chats.
-
Tap the Add (+) icon to go to the contact page then select the contact(s) to start a new chat.
-
Tap on New Contact to add a new chat contact.
-
Tap on New Group to start a group chat.
-
Select the contacts to add to the group chat.
-
After selecting the contacts, tap the forward (→) arrow.
-
Enter a group name and tap Create to start chatting with the new group.
-
-
Tap the Back (←) arrow to move back to the previous screen.
- Important for Chat Contacts
-
-
Chat contacts are separate from email contacts and must be set up separately prior to chatting, either by the user or by the system administrator.
-
Company Contacts contains all users who are in the same email domain. Any new user added to the domain by the system administrator will be automatically added as a company contact.
-
My Contacts are contacts outside the user’s email domain that are specifically added as personal contacts. When a user adds a new contact to chat, an email invitation is sent to the new contact’s email address. The new contact must accept the invitation to start chatting with the user.
-
Users cannot move company contacts to the My Contacts list nor remove the company contacts.
-
A long press on a personal contact will allow the user to remove that contact from the My Contacts list.
-
Zimbra Task
Tap the Tasks icon to access task features.
-
Tap Assigned to me to view open tasks assigned to the user.
-
Tap Created by me to view open tasks created by the user.
-
Tap Closed to view the user’s closed tasks.
-
Tap the Add (+) icon to create a new task. The user can choose the task assignee, priority, description, and set a deadline. Users can also attach photos, videos, and files to a task.
-
Tapping a specific task in the list pane allows users to view and edit the task details, like task assignee, deadline, priority, description, and attachments. Users can also set the task status to Done in Task Details.
Allowed task Assignees are the same as the Zimbra Chat contact lists. The tasks created from the mobile app and the tasks created from within Zimbra calendar→tasks are not synced as of now.
Zimbra Video Conference
In Zimbra’s mobile application, the video conference feature is linked to the imMail Meet app. Tap the Video Conf icon to see the features.
If the imMail Meet app is not installed, the user will be prompt to Download imMail Meet. The imMail Meet application will open if it is already installed on the user’s device. |
Zimbra Files
Tap the Files icon to view a list of files the user has already shared from within Zimbra webmail’s Zimbra Chat Files. Tap a file to open it for viewing. The file can also be shared via the device-specific sharing icon.
Zimbra Settings
Tap the Settings icon to access settings specific to Zimbra Chat, Tasks, and Video conference features.
- Configure Permissions
-
Users can enable the Zimbra mobile app access to Photos, Camera, Microphone, and notifications. Once a permission is enabled, that option will no longer show in Settings.
- Archived Conversations
-
Users can view and search chat conversations that have been archived in Zimbra Chat.
- Language
-
Users can set the Language used for Zimbra Chat, Tasks, Video Conference, and Files. This setting is separate from the language settings under Zimbra email.
Language Settings
Zimbra now offers these languages as the display language.
-
Arabic
-
Basque
-
Bulgarian
-
Catalan
-
Chinese (China)
-
Chinese (Hong Kong SAR China)
-
Chinese (Taiwan)
-
Croatian
-
Czech
-
Danish
-
Dutch
-
English (United States)
-
French (Canada)
-
French (France)
-
German
-
Hindi
-
Hungarian
-
Italian
-
Japanese
-
Korean
-
Lao
-
Malay
-
Norwegian
-
Polish
-
Portuguese
-
Portuguese (Brazil)
-
Romanian
-
Russian
-
Slovak
-
Slovenian
-
Spanish
-
Swedish
-
Tamil
-
Thai
-
Turkish
-
Ukrainian
-
Vietnamese
To change the Zimbra display language to one of the above languages, perform the following steps.
-
Select → Settings.
-
Select Language.
-
Choose a language you prefer.
-
Click Save.
Zimbra display language changes to the selected language.
If the system’s language and the user’s Zimbra account language are different, then it is recommended that users turn off the browser’s translation feature since it may cause translation issues. |
Activating Zimlets in Modern Web App
To enable zimlets, please get in touch with your organization’s Zimbra Collaboration administrator. |
This section discusses how to activate zimlets for your account once an administrator enables them.
Dropbox
With this integration you can connect your Dropbox account to Zimbra for saving and sharing files from your Dropbox.
Activate the Dropbox Zimlet
During the activation process, you may encounter a Not Found error. The error goes away automatically and does not require any intervention. |
-
Select → Settings.
-
Select Dropbox Integration from the left pane.
-
Click Activate
-
Sign In to your Dropbox account.
-
Click Allow to authorize Zimbra to access your Dropbox.
Dropbox’s authentication works in the background and hence you may have to wait for sometime before Dropbox activates. -
Click Save.
Save all Attachments to your Dropbox
Some Users may not see the download link above their attachments. In such a case, please follow the steps mentioned in Save an Attachment to your Dropbox |
Once this zimlet is activated, emails containing attachments appear with links to save the attachments.
-
On an email containing attachments, click the Save to Dropbox link — just above the attachments.
-
Sign In to your Dropbox account, if requested.
-
Click Save to save all attachments to Dropbox.
-
Click Remove against an attachment to remove it.
-
A notification confirms file upload to Dropbox.
Save an Attachment to your Dropbox
-
Click on an attachment.
-
Click Dropbox from the list of download locations.
-
Sign In to your Dropbox account.
-
Click Save to save all attachments to Dropbox.
-
A notification confirms file upload to Dropbox.
Attaching a file from Dropbox
-
When composing an email, click and select Add files from Dropbox.
-
Click Select files to attach to add the files as attachments in your email.
-
Click Select files to link to add the files as links in your email.
-
-
Sign In to your Dropbox account.
-
From the Dropbox window, select the files to attach.
-
Compose your message and click Send to send the email with attachment from Dropbox.
Send Large files via Dropbox
-
When composing an email, click and select Add from my Computer.
-
Select the file you want to attach and click Open.
-
Select Dropbox from the presented options.
-
Click Save in the Dropbox window to save your file to be shared from Dropbox.
-
The Inserting Link window appears while the file saves to your Dropbox. Once completed, the link appears in your email message.
-
Compose your message and click Send to send the email with the Dropbox link.
Google Drive
With this integration you can connect your Google Drive account to Zimbra for saving and sharing files from your Google Drive.
Activate the Google Drive Zimlet
During the activation process, you may encounter a Not Found error. The error goes away automatically and does not require any intervention. |
-
Select → Settings.
-
Select Google Drive Integration from the left pane.
-
Click Activate
-
Sign In to your Google Drive account.
-
Click Allow to authorize Zimbra to access your Google Drive.
Google Drive’s authentication works in the background and hence you may have to wait for sometime before Google Drive activates. -
Click Save.
Save all Attachments to your Google Drive
Some Users may not see the download link above their attachments. In such a case, please follow the steps mentioned in Save an Attachment to your Google Drive |
Once this zimlet is activated, emails containing attachments appear with links to save the attachments.
-
On an email containing attachments, click the Save to Google Drive link — just above the attachments.
-
Sign In to your Google Drive account, if requested.
-
Click Save to save all attachments to Google Drive.
-
Click Remove against an attachment to remove it.
-
A notification confirms file upload to Google Drive.
Save an Attachment to your Google Drive
-
Click on an attachment.
-
Click Google Drive from the list of download locations.
-
Sign In to your Google Drive account.
-
Click Save to save all attachments to Google Drive.
-
A notification confirms file upload to Google Drive.
Attaching a file from Google Drive
-
When composing an email, click and select Add files from Google Drive.
-
Click Select files to attach to add the files as attachments in your email.
-
Click Select files to link to add the files as links in your email.
-
-
Sign In to your Google Drive account.
-
From the Google Drive window, select the files to attach.
-
Compose your message and click Send to send the email with attachment from Google Drive.
Send Large files via Google Drive
-
When composing an email, click and select Add from my Computer.
-
Select the file you want to attach and click Open.
-
Select Google Drive from the presented options.
-
Click Save in the Google Drive window to save your file to be shared from Google Drive.
-
The Inserting Link window appears while the file saves to your Google Drive. Once completed, the link appears in your email message.
-
Compose your message and click Send to send the email with the Google Drive link.
Onedrive
With this integration you can connect your Onedrive account to Zimbra for saving and sharing files from your Onedrive.
Activate the Onedrive Zimlet
During the activation process, you may encounter a Not Found error. The error goes away automatically and does not require any intervention. |
-
Select → Settings.
-
Select Onedrive Integration from the left pane.
-
Click Activate
-
Sign In to your Onedrive account.
-
Click Allow to authorize Zimbra to access your Onedrive.
Onedrive’s authentication works in the background and hence you may have to wait for sometime before Onedrive activates. -
Click Save.
Save all Attachments to your Onedrive
Some Users may not see the download link above their attachments. In such a case, please follow the steps mentioned in Save an Attachment to your Onedrive |
Once this zimlet is activated, emails containing attachments appear with links to save the attachments.
-
On an email containing attachments, click the Save to Onedrive link — just above the attachments.
-
Sign In to your Onedrive account, if requested.
-
Click Save to save all attachments to Onedrive.
-
Click Remove against an attachment to remove it.
-
A notification confirms file upload to Onedrive.
Save an Attachment to your Onedrive
-
Click on an attachment.
-
Click Onedrive from the list of download locations.
-
Sign In to your Onedrive account.
-
Click Save to save all attachments to Onedrive.
-
A notification confirms file upload to Onedrive.
Attaching a file from Onedrive
-
When composing an email, click and select Add files from Onedrive.
-
Click Select files to attach to add the files as attachments in your email.
-
Click Select files to link to add the files as links in your email.
-
-
Sign In to your Onedrive account.
-
From the Onedrive window, select the files to attach.
-
Compose your message and click Send to send the email with attachment from Onedrive.
Send Large files via Onedrive
-
When composing an email, click and select Add from my Computer.
-
Select the file you want to attach and click Open.
-
Select Onedrive from the presented options.
-
Click Save in the Onedrive window to save your file to be shared from Onedrive.
-
The Inserting Link window appears while the file saves to your Onedrive. Once completed, the link appears in your email message.
-
Compose your message and click Send to send the email with the Onedrive link.
Slack
The Slack integration helps you connect your Slack account to Zimbra for quickly initiating conversations using Slack. With this integration you can see if other users in your organization are online (if they have set the Slack integration up), launch private chat with users, and even continue an email thread in a conversation on Slack.
Getting Started by Authorizing Slack
During the activation process, you may encounter a Not Found error. The error goes away automatically and does not require any intervention. |
-
Select → Settings.
-
Select Slack Integration from the left pane. Here you can add or remove your Slack workspaces to integrate them with the Modern Web App.
-
Click Sign In To Workspace.
Slack’s authentication works in the background and hence you may have to wait for sometime before Onedrive activates. -
Select a workspace from the dropdown in the top-right corner of the window and click Allow to add it.
-
The workspace name and logo will then appear in the Settings panel. You will have to repeat this process for each workspace you would like to add, in order for any integration features to work properly with that workspace.
-
To remove a workspace, simply click the Trash icon next to it. It will disappear from the window.
Checking User Presence and Sending Direct Messages
You can check the active / away status of users in your contacts, calendar items, or email conversations for each of the workspaces you belong to. From there, you can easily start a direct message conversation with that user.
-
Hover over a name / email in the address bar of a sent or received email message or draft, or in the Invitees section of a calendar item.
If no Slack indicator appears, the user is not a member of any of your Slack workspaces. A green dot indicates that they are active on at least one of your workspaces, while an orange dot indicates they are away from all workspaces.
-
If the user is a member of only one of your workspaces, clicking on the indicator button will start a direct message conversation with that user and send you to it in the Slack app.
-
If the user is a member of more than one of your workspaces, a down caret will appear when you hover over the indicator button. Clicking the button displays a list of the common workspaces between you and the user, and their presence status for each. Clicking on any of these workspaces will start a direct message conversation in that workspace and send you to it in the Slack app.
-
You can also check a user’s workspace presence status in the Contacts tab.
-
Click Contacts.
-
Select a contact.
-
If the contact is a member of one of your workspaces, a presence indicator for that workspace appears under 'Slack' on the contact card.
-
Click a workspace to start a direct message conversation with your contact.
-
Converting an Email Conversation to a Private Slack Channel
You can generate a new channel in a Slack workspace to continue an email conversation.
-
Click More at the bottom of an email conversation.
-
Click Start Slack Conversation.
-
A modal displays your workspaces and the number of users in the email conversation that are members of each workspace.
-
Click one of the membership tallies that is not 'full' (green) to view the list of users from the email conversation who do not belong to that workspace.
-
Click the workspace where you would like to start the new channel.
-
You will be sent to that workspace in your Slack app, where a new private channel will be created under the subject of the email conversation and the current date and time (subject_date). A bot will start the channel by posting the content of the email message, and all of the users from the conversation that are members of that workspace will be invited to join.
Zoom
This integration offers you the opportunity to connect your Zoom account to Zimbra Cloud so that you can automatically create a Zoom Meeting linked to your calendar event. Any changes made to your calendar event will be reflected in the Zoom meeting automatically.
Activate the Zoom Zimlet
During the activation process, you may encounter a Not Found error. The error goes away automatically and does not require any intervention. |
-
Select → Settings.
-
Select Zoom Integration from the left pane.
-
Click Activate
-
Sign In to your Zoom account.
-
Click Allow to authorize Zimbra to access your Onedrive.
Zoom’s authentication works in the background and hence you may have to wait for sometime before Onedrive activates. -
Click Save.
Create a Zoom Meeting for your Calendar Event
-
Select the Calendar tab.
-
Click the New Event in the top left.
-
Fill out the event details.
-
Click Make it a Zoom Meeting.
-
The Location field now contains a Zoom Meeting URL.
-
Click Save.
Edit a Zoom Meeting
-
Select the Calendar tab.
-
Click Event, and click Edit.
-
Update the event details and click Save.
Join a Zoom Meeting
-
Select the Calendar tab.
-
Click Event, and click Edit.
-
To join the meeting, click Join Zoom Meeting.
Jitsi
This integration helps you to update the details of Jitsi meeting URL in the Calendar Events.
Create a Jitsi Meeting for your Calendar Event
Admin has setup the Jitsi server for your organization
-
Select the Calendar tab.
-
Click the New Event in the top left.
-
Fill out the event details.
-
Click Make it a Jitsi Meeting.
-
The Location field now contains a Jitsi Meeting URL.
-
You may join the Jitsi meeting now by clicking Join Jitsi meeting
-
Click Save to save the event details.
Admin has not setup the Jitsi server for your organization
Please make sure your organization’s policy allows you to use public video conferencing solution. |
-
Select the Calendar tab.
-
Click the New Event in the top left.
-
Fill out the event details.
-
Click Make it a Jitsi Meeting.
-
Location field now contains a Jitsi meeting URL. This URL is created using the Jitsi’s publicly available free video conferencing solution.
-
Click Save to save the event details.
Video Call Preferences
The Video Call Preferences integration helps you to setup Video Call providers, which can be used for your calendar events. Using this intergration, users can configure details of thier existing accounts with video call providers like Jitsi, WebEx, Google Hangouts, Zoom, Skype, Lifesize, or others. Please note that this is only an integration and users need to have an existing account with these video call providers.
Setup Video Call Preference for your meetings
Steps for selecting pre-populated providers:
-
Select → Settings → Calendars and Reminders → Video Call Settings.
-
Specify the name of the Video Call provider and Meeting URL by clicking Add a Video Call Provider
-
Select the provider from the Name: field. For example, if you want to setup Webex Event, select Webex.
-
Update the meeting room URL provided by the Video Call provider in the URL text box. Below is an example:
If the company Webex URL is https://abc.webex.com and user is john.doe, and the meeting room URL is "https://abc.webex.com/john.doe", then specify "https://abc.webex.com/john.doe" in the URL text box.
-
Click Save
Steps for specifying new provider:
-
Select → Settings → Calendars and Reminders → Video Call Settings.
-
Click Add a Video Call Provider
-
In the Name: field, specify the name of the provider
-
Update the meeting URL provided by the Video Call provider in the URL text box.
-
Click Save
Update video call provider details in a Calendar Event
-
Select the Calendar tab.
-
Click the New Event in the top left.
-
Fill out the event details.
-
Click on the button of the video call provider.
-
The Location field now contains the Meeting URL which was setup by the user in Video Call Preference setting.
-
Click Save.
Zimbra Connector for Outlook (ZCO)
This section will guide you to download Zimbra Connector for Outlook and its Setup.
Downloading ZCO
You can download the ZCO installer in two ways:
Through Download Zimbra Connector for Outlook Zimlet
-
Login to Modern UI.
-
Select .
-
Click on "Outlook Connector". You will be redirected to the ZCO Download page.
If this option is not available on your system, please contact your system administrator. |
Through ZCO Download link
You can refer to ZCO Download’s Page :- https://www.zimbra.com/downloads/zimbra-connector-for-outlook/
Setup and Installation
-
You can refer to the admin guide for customizing the ZCO installer :- https://zimbra.github.io/zm-windows-comp/latest/ZCS_Connector_For_Outlook_Admin_Guide.html
-
You can refer to the user guide for setup, installation and ZCO Features :- https://zimbra.github.io/zm-windows-comp/latest/ZCS_Connector_For_Outlook_User_Guide.html
New age zimlets
This section provides information about exclusive modern zimlets, developed and fully supported by Zimbra which are available on Zimbra Daffodil version 10.1.1 and above.
Custom Fonts
The Custom Fonts feature allows users and administrators to personalize their email compositions by adding specific font names to their custom font lists. This feature supports consistent branding across an organization while allowing individual users to use their preferred fonts, provided these fonts are installed locally on their systems.
Custom Fonts List (Administrator)
-
Administrators can add names of specific fonts to the "Custom Fonts" list within the Zimbra web app.
-
These fonts must be installed on each user’s local system to render correctly in the email composer.
-
If a custom font is not installed on a user’s system, it will render in the default composer font.
Personal Fonts List (User)
-
Users can add names of their preferred fonts to the "My Personal Fonts" list through the settings in the Modern UI.
-
The fonts listed must be installed on the user’s local system to be used in the email composer.
-
Users can type in the font name using the provided input field and add it to their personal fonts list.
Font Selection in Composer
-
Fonts listed under "Custom Fonts" and "My Personal Fonts" will appear in the font selection menu in the email composer.
-
If a font is not installed on the user’s machine, the font name will appear in the list but will render using the default font.
-
Users can create email signatures using the custom fonts added to their lists.
Default Composer Font
-
Users can set a custom font as the default font for the email composer by navigating to Settings > Writing Email > Composer.
Known Limitations
-
Fonts with names that match TinyMCE’s default fonts may cause conflicts. For instance, if a custom font name is "Mycustom == Roboto", selecting "Mycustom" in the toolbar might incorrectly select "Roboto" from the font menu. This behavior is related to TinyMCE and is beyond Zimbra’s control.
Custom Fonts Configuration
This section provides instructions for configuring and using custom fonts in Zimbra Modern UI.
Section 1- How to Configure Admin-Defined Custom Fonts on the Server
Refer to the administrator guide for detailed steps.
Section 2- How to Add Personal Custom Fonts on the ModernUI
-
Ensure that the font you want to add is not present in the default font family list (Refer to section 4).
-
To add a new personal custom font, follow the instructions mentioned in Settings > Custom Fonts > Specifying Fallback Fonts.
-
Ensure that newly added fonts are installed on your system (Refer to Section 3).
Section 3- How to Check Installed Fonts and Install New Ones
Mac Users
To view installed fonts on your system: - Open the Font Book app. - Choose All Fonts in the left panel. It will show the list of fonts installed on the system.
To install new fonts: - Download the font in .ttf, .otf, or .ttc format (supported by Mac OS). - Double-click on the font file. - A dialog box with a font preview will open. - Click the “Install Font” button.
Windows Users
To view installed fonts on your system: - Type Control Panel in the search field and select it from the results. - Depending on your Windows version, you can either navigate to Control Panel > Fonts or Control Panel > Appearance and Personalization > Fonts. - With Control Panel in Icon View, click the Fonts icon.
To install new fonts: - Download the font files. - If the files are zipped, unzip them by right-clicking the .zip folder and selecting Extract. - Right-click the font files you want to install and select Install. - If prompted, click Yes to allow the program to make changes to your computer.
Section 4- Default Font Families Supported by Modern UI
-
Login to Modern UI.
-
Ensure the custom fonts zimlet is not enabled.
-
Open a new composer (switch to HTML mode).
-
Click the font-family toolbar option.
-
The list of font-family options displayed is considered the default font family list supported by Modern UI.
Download Email as EML File zimlet
The Download Email as EML File zimlet allows users to save individual emails from Zimbra in the EML format. This feature is useful for archiving, sharing, or managing emails outside of the Zimbra platform while retaining the original content, attachments, and metadata. The EML format is widely supported by various email clients, ensuring that the downloaded files can be used across different platforms.
-
Currently, only single emails can be exported as EML files. Bulk download of multiple emails is not supported in this version.
Steps to Download an Email as an EML File
-
Select the Email:
-
In the Zimbra Modern UI, navigate to your inbox or any other folder containing the email you wish to download.
-
Click to select the email.
-
-
Access the Action Menu:
-
With the email selected, look for the action menu, typically represented by three dots (…) in the toolbar at the top of the screen.
-
Mobile: Three dots (…) in the toolbar at the top of the screen.
-
Desktop: Three dots ( … More) menu in the action toolbar of mail preview.
-
Click the action menu to expand your options.
-
-
Download as EML:
-
In the dropdown menu, select the Download as EML option.
-
The email will be downloaded to your device as an EML file.
-
-
Open the EML File:
-
After downloading, the EML file can be opened using any compatible email client, such as Outlook or Thunderbird.
-
The downloaded EML file retains all the original email content, including attachments, sender/recipient information, timestamps, and formatting.
-
Importing and Exporting Calendar Events as ICS Files
The Import and Export ICS zimlet allows users to seamlessly export calendar events to an ICS file and import ICS files into their Zimbra calendar. This functionality ensures compatibility with other calendar applications and enables easy event sharing and management.
-
This feature supports importing and exporting single and multiple events within the ICS file.
-
The imported events will retain all original details, including the title, date, time, location, and description.
-
The import/export functionality works across Zimbra Web, Desktop, Mobile, and Tablet interfaces.
Exporting an Event to an ICS File
Export via the Action Menu
-
Navigate to your calendar and select the event you wish to export.
-
Click on the event to open the event details.
-
Access the "More" menu by clicking the three dots (…) at the top-right corner.
-
Select the Export to ICS option.
-
The event will be exported as an ICS file, which you can download and save to your device.
Export via Right-Click
-
Right-click on an event within the calendar view.
-
Select the Export event option from the context menu.
-
The event will be exported and saved as an ICS file on your device.
Importing an ICS File into a Calendar
Importing an ICS File
-
When viewing an email with an ICS file attachment, a Save to Calendar icon will be available.
-
Click the Save to Calendar icon.
-
A dialog will prompt you to select the calendar where the event should be imported.
-
After selecting the desired calendar, click Import to add the event.
Handling Event Conflicts
-
If an event with the same details already exists in any calendar, it will be overwritten by the imported event.
Preventive Out-of-Office Alert
The Preventive Out-of-Office Alert zimlet in Zimbra helps you manage your communications by displaying an informational red icon when recipients in the To, CC, or BCC fields have an active out-of-office status. This feature allows you to adjust your communication expectations by letting you know if someone is unavailable before you send an email or calendar invite.
-
Knowing that a recipient is out of the office allows you to plan your communications better and avoid sending urgent messages to someone who may not be available.
-
Works in both email and calendar invites
Composing an Email
-
When composing an email in Zimbra’s Modern UI, add recipients in the To, CC, or BCC fields.
-
If any recipient has an active out-of-office status, a red informational icon (ℹ️) will appear next to their name.
-
The red icon will also show up when forwarding or replying to an email, ensuring you are notified of a recipient’s unavailability in all scenarios.
Creating/Editing a Calendar Event
-
When creating or editing a calendar event, add invitees to your meeting.
-
If any invitee is out of office, the red informational icon will appear next to their name in the attendee list.
Hover for More Information
-
Hovering over the icon will provide additional details, such as when the recipient is expected to return.
Known Limitations
-
Out-of-office statuses may not be visible for recipients from different domains unless configured by the administrator.
Traffic Light Protocol (TLP) Sensitivity Information in Emails
The Traffic Light Protocol (TLP) feature zimlet in Zimbra allows users to add confidentiality and sensitivity information to their emails. This ensures that recipients are aware of the sensitivity level of the content and can handle it accordingly.
-
Mark emails that contain sensitive information like internal communications, legal or financial information, or private data.
-
Use widely recognized TLP labels
-
Inform recipients about the sensitivity level of the email, ensuring they handle it with the appropriate caution.
Using the TLP Feature
Setting a TLP Classification in an Email
-
When composing an email, open the three-dot More menu.
-
Select Set audience (TLP designation).
-
A dialog will open, showing available TLP options:
-
TLP: RED – Not for disclosure, restricted to participants only.
-
TLP: AMBER+STRICT – Limited disclosure, restricted to participants' organization and clients.
-
TLP: AMBER – Limited disclosure, restricted to participants' organization.
-
TLP: GREEN – Limited disclosure, restricted to the community.
-
TLP: WHITE – Discloser is not limited.
-
-
After selecting the appropriate TLP designation, click Set Audience.
Effect of TLP Labels
-
The TLP label will be applied to both the subject and body of the email.
-
This ensures that recipients are immediately aware of the sensitivity of the content.
-
The TLP label will remain visible in the email’s reading pane after it is sent.
Forwarding or Replying to Emails with TLP Labels
-
When replying to or forwarding an email with an existing TLP label, you can choose to apply a different label.
-
The subject will update with the new TLP label, while the body will retain the previous TLP information along with the newly applied label.
Plain Text Mode
-
In Plain Text mode, the TLP label will still be applied, but without color-coding.
Limitations
-
The TLP labels are informational and do not provide any technical enforcement (e.g., restrictions on forwarding, printing, or encryption).
-
TLP classifications can not be customized; they follow the standard Traffic Light Protocol.
Configurable Attachment Alerts in Zimbra
The Configurable Attachment Alerts feature zimlet in Zimbra helps users avoid accidentally sending incomplete emails by alerting them when they mention an attachment in the body of an email but forget to attach a file. Users can also configure the keywords that trigger this alert, providing customization for different languages.
-
The system comes with pre-configured default keywords such as "attach," "file," "document," and "enclosed," but users can easily add, edit, or remove keywords.
-
This feature is available in the Web, Desktop, Mobile, and Tablet interfaces.
How to Use the Attachment Alert Feature
Step 1: Configuring Keywords
-
Navigate to Settings > Writing Email.
-
In the section labeled "Attachment Alert," you will see a text input field where you can enter your custom keywords.
-
The default keywords include:
-
attach
-
attached
-
attachment
-
file
-
document
-
enclosed
-
attachments
-
documents
-
enclose
-
enclosing
-
files
-
presentation
-
presentations
-
-
You can add new keywords, edit existing ones, or remove keywords. Multiple keywords should be separated by commas.
-
Click the Save button to apply your changes, or click Restore Defaults to reset to the original keywords.
Step 2: Sending an Email with Keywords
-
Compose an email as usual.
-
If you mention any of the configured keywords (e.g., "attached," "file") in the body of the email but do not attach a file, you will receive an alert when you click Send.
-
The alert will ask if you want to proceed without attaching a file or return to the email to add an attachment.
-
Send anyway: Sends the email without an attachment.
-
Cancel: Returns you to the compose screen to make changes.
-
Step 3: Disabling the Alert
-
If you prefer not to use the attachment alert feature, you can disable it.
-
Go to Settings > Add-ons (Zimlets) >, and uncheck the zimlet labeled "Attachment missing alert"
Important Notes
-
You can customize the keywords to suit your language or writing style. However, the default set is only available in English, and keywords in other languages must be manually configured.
-
Only the latest part of the email being composed is checked, and previous email threads are ignored.
Calendar Reminder for Important Emails
The Calendar Reminder for Important Emails feature zimlet allows users to set reminders for specific emails, which helps them manage follow-up actions or important deadlines. When the reminder time is reached, users will receive a notification through an event created in their default calendar.
How to Use the Calendar Reminder Feature
Step 1: Setting an Email Reminder
-
Open an email that requires follow-up or action.
-
Click the three-dot menu ( More) in the email interface.
-
Select Create Reminder from the dropdown options.
-
In the pop-up dialog, fill in the reminder details:
-
Remind me about: By default, this will display the subject of the email, but users can edit this field.
-
Location: The location field will contain a link to the email, which users can use to navigate directly to the message when the reminder is triggered.
-
Date and Time: Choose the date and time for the reminder.
-
-
Click Set Reminder to save it, creating an event in the default calendar.
Step 2: Viewing and Managing Reminders
-
Navigate to users' calendar interface, where the reminder will be created as an event in their default calendar.
-
Reminders can be managed just like any other calendar event:
-
Edit the reminder: Change the date, time, or other event details.
-
Cancel the reminder: If no longer needed, delete the event to cancel the reminder.
-
-
Notifications for the reminder will appear when the scheduled time is reached.
Step 3: Reminder Notifications
-
At the scheduled reminder time, users will receive a notification from their calendar interface, ensuring they don’t forget the follow-up or task associated with the email.
Important Notes
-
By default, the availability status for these reminder events will be set to "Free," allowing users to handle email tasks without blocking their calendar time.