Copyright: Copyright ® Novell, Inc. 1994.
Citation: Copyright ® Novell, Inc. 1994. All Rights Reserved.


Contents

Click an icon or a title to find information.

How Do I  Step-by-step instructions for common tasks

Search  Index of help topics and features

Additional Help  Glossary, Tips and Tricks, Common Questions, and other information

Using Help  Hints on learning Help


Using Help

The following information explains basic features of a Help topic (this screen is a Help topic).

Pop-up definitions are dot-underlined, colored words and phrases that you click to see a "pop-up" window that displays information.  The pop-ups below explain the buttons on the top of this Help screen, and are examples of the pop-ups found in Help.  Click once to read them, then click again to close them.

  Contents   Search   Back   History   Print   Close

Jump terms are underlined, colored words and phrases that move you to another Help topic.  To read the topic about context-sensitive Help, click this jump term:  context-sensitive Help, then click the Back button to return to this Help topic.

The light bulb is an icon containing a hint.  Click the light bulb to read the hint.

Text following a route icon shows the menus and buttons you choose to access a feature.

Text following an exclamation point is important information.

Text following a reference icon directs you to the printed documentation.Many Help topics contain graphics you can click to display a pop-up definition.  However, when a graphic appears in front of the title, it is not a pop-up.

See Also

Quick tour Main Menu

Watch quick tour of Using Help

Using InfoCentral: Getting Help


alphanumeric (def)
alphanumeric

Composed of letters or numerals or both.


Keystrokes

Purpose

Use the following keystrokes to access InfoCentral features.

To Use This Feature	Press
Add new Object	Ctrl+A
Clear to End	Ctrl+E
Clear View	Ctrl+W
Clear Line	Ctrl+L
Collapse All	Alt+-
Collapse Connections	Minus (-)
Connect Object	Ctrl+K
Copy	Ctrl+C
Create new iBase	Ctrl+N
Cut	Ctrl+X
Delete Object	Ctrl+D
Edit Information	Alt+Enter
Exit InfoCentral	Alt+F4
Expand Connections	Plus (+)
Expand by Type	Alt++
FastFind	Ctrl+F
Find-By-Connection	Alt+F2
Find-By-Example	Shift+F2
Go To Beginning of Screen	Home
Go To Beginning of List	Ctrl+Home
Go To End of Screen	End
Go To End of List	Ctrl+End
Go To Next Item on Line	Right Arrow
Go To Next Line	Down Arrow
Go To Next Object	Ctrl+Right
Go To Next Screen	PgDn
Go To Previous Item on Line	Left Arrow
Go To Previous Line	Up Arrow
Go To Previous Object	Ctrl+Left
Go To Previous Screen	PgUp
Hoist Object	Ctrl+H
Open iBase	Ctrl+O
Move Object to Beginning	Shift+Home
Move to End of List	Shift+End
Move Object to Next Line	Shift+Down
Move Object to Previous Line	Shift+Up
Paste	Ctrl+V
Print	Ctrl-P
Relate a File	Ctrl+R
Save iBase	Ctrl+S
Save As	F3
Scroll Down	Ctrl+Down
Scroll Up	Ctrl+Up
Telephone	Ctrl+T
Toggle View	Enter
Undo	Ctrl+Z
View Information	Ctrl+I
View Calendar	Alt+C
View Previous Tab	Ctrl+Tab
View Address Book	Ctrl+B

See Also

Customize Menu

Customize Menu Bar

Customize Menu Hot Key

Go To

Load Menu System

Move Object To


Glossary

A

alphanumeric

ASCII

B

Back button

C

calendar view

category

check box

Clipboard

collapse

connection

connection description

connection information

constant

Contents button

copy

cut

D

dialog box

display list

deselect

drag

drop-down list

E

event

expand

F

field

field type

flatten

G

group title pad

H

History button

hoist

host edition

housekeeping

I

iBase

insertion point

J

jump term

K

No entries

L

list

M

memo

menu

menu bar

mouse pointer

N

No entries

O

object

object category

object information

one-way connection

outline view

P

paste

pop-up definition

private information

promote

properties

Q

No entries

R

radio button

record

related file

remote edition

route

S

scroll bar

Search button

shred

sort

T

tab

template

toggle

trash can

two-way connection

U

undo

unzoom

V

valid range

volume

W

wildcard

X

No entries

Y

No entries

Z

zoom


ContextSensitive Help
Context-Sensitive Help

Purpose

Use F1 to get context-sensitive Help in a dialog box or menu.

Steps

1	Press F1 while a menu item is highlighted or when a dialog box or window is open.

or

Choose the Help button in a dialog box.

See Also

Write Contextual Help

Write Contextual Hint


Menu Commands
Outline View Menu Commands

Purpose

The Outline View menu bar includes several InfoCentral menu bar items.

Choose from the following options for more information:

File

Edit

Object

Find

View

List

Tools

Help

See Also

Customize Menu

Customize Menu Bar

Customize Menu Hot Key

Customizing My Menus: The Big Picture

Load Menu System

Using Calendar: The Big Picture

Watch quick tour of Using Calendar


About InfoCentral

Purpose

Use About InfoCentral to view the name and organization of the user, copyright information, and the version of InfoCentral you are using.

Steps

1	Choose About InfoCentral from the Help menu.

2	Read the information, then choose OK.

See Also

WordPerfect Main Street Products

System Status

Watch quick tour of InfoCentral Basics


Help Menu

Purpose

Use the options on the Help menu to get online Help.  Some Help items are available only on the Outline View Help menu.

Choose from the following options for more information.

Contents

Search for Help on

How Do I

Quick Tour

Coaches

About InfoCentral

See Also

Menu Commands

Using Help

Watch quick tour of Using Help


Additional Help

What is InfoCentral  Product and feature information

What's New  New features and enhancements

Common Questions  Answers to basic questions about InfoCentral

Tips and Tricks  Hints and shortcuts to accomplish common tasks

Keystrokes  Keyboard navigation

Glossary  Terms and definitions

Print Help Topics  Print multiple Help topics

Available Products  Additional Novell Main Street applications

Customer Support  Customer Support information


What's New

In addition to the new look and feel of the Toolbar, InfoCentral 1.1 has been improved with the following new features.

Choose from the following topics:

Add Connected Object

Alarm Status

Import/Export iBase

GroupWise Calendar Synchronization

Recurring Events

Today's Tasks


Common Questions

Purpose

Get answers about InfoCentral by clicking any of the following frequently asked questions.

     	General Questions

What is an iBase?

What is an Object?

What is a Category?

What is a Connection?

What is a Connection Description?

What is the Outline View?

How Do I Start a New iBase?

     	Common Questions About Objects and Connections

How Do I Add an Object?

How Do I Create a New Object Category?

How Do I Delete an Object?

How Do I Undelete an Object?

How Do I Clear an Object?

How Do I Find an Object?

How Do I Use Search Criteria?

How Do I Objects by Connection?

     	Common Questions About Preferences

How Do I Change the Toolbar?

How Do I Change the Color of an Object?

How Do I Turn Off the Mr. and Ms. Prefix?

How Do I Set an Alarm Sound?

How Do I Set Up My Modem?

How Do I Set Up Autodialing Scenarios?

     	Common Questions About Using the Outline View

What is a Tab?

How Do I Create or Edit a Tab?

How Do I Move a Tab?

What is the InfoPad For?

How Do I Look Up Addresses?

How Do I Look Up Objects Alphabetically?

How Do I Sort Objects Alphabetically?

     	Common Questions About Using InfoCentral to Communicate

How Do I Send E-mail from InfoCentral?

How Do I Autodial a Phone Number?

How Do I Schedule a Phone Call Event?

How Do I Log a Phone Call?

     	Common Questions About the Calendar

What is the Calendar View?

How Do I Schedule an Event?

How Do I Schedule a Recurring Event?

How Do I Set Up a Task?

How Do I Follow-Up with People?

How Do I Follow-Up With Organizations?

How Do I Follow-Up on Tasks?

How Do I View My Schedule in Outline View?

How Do I Coordinate with GroupWise?

     	Common Questions About Advanced Features

How Do I Attach a Document to an Object?

How is a Related File Created?

How Do I Type Text Automatically?

How Do I Relocate of My Related Files?

What is a Field?

How Do I Add, Change, or Move a Field?

How Do I Import My Data into InfoCentral?

How Do I Import Letter Addresses?

How Do I Export and Update an iBase?


Tips and Tricks

Purpose

Learn about ways to save time or optimize InfoCentral by clicking a tip or trick listed below.

     	General Tips and Tricks

Make InfoCentral Run Faster

Start a Timer

Set Passwords for iBases

     	Calendar Tips and Tricks

List Today's Schedule in Outline View

Enter Dates Quickly into Fields

Change How an Alarm Sounds

     	Outline View Tips and Tricks

Look at Objects with New Perspective

Find Objects with Little Information

     	Related File Tips and Tricks

Attach a Document to an Object

Extract Information from iBase and Put in Document

Include Information of Connected Objects in Document

Type Text Automatically in Document


Start Up Options

Purpose

Use startup options to make InfoCentral run differently.  You can include startup options on the command line in the Properties dialog box for InfoCentral.

Steps

1	Highlight the InfoCentral program icon in Windows Program manager.

2	Choose Properties from the Windows File menu.

3	Type a space after "WPIC.EXE" on the command line, type one of the following startup options, then choose OK:

         	/AUTHOR

Display the Publisher Info dialog box when exporting an iBase.  Also displays InfoCentral Help ID numbers on all dialog boxes.

         	/I

Starts InfoCentral with the iBase that you specify.  For example, /ipersonal launches the Personal iBase when you start InfoCentral.  Note that you don't need to include a space between the startup option and the name of the iBase.

         	/LARGEPRINT

Displays the text in the Outline View in a larger font.

         	/PENOFF

Turns off the comb edit field when running under the Pen Windows operating system.


Follow-Up with People or Organizations
Follow-Up with People and Organizations

Object or Connection Information, Follow Up

Purpose

Use the Follow-Up Date field to enter a date on which you need to follow up with, respond to, or make contact with a person or organization.  Follow-Ups are displayed in Today's Schedule for the current day.

For example, if today were Dec. 1, 1994, and several weeks ago you entered this date in the Follow-Up field for Marc Sabatini, he would be displayed under Follow-Ups for today when you displayed Today's Schedule in the Outline View.

Steps

1	Right-click a person or organization object, then choose Information.

2	Specify a date in the Follow-Up field by typing it or using the Calendar Tool.

3	Choose OK.

4	Choose FastFind from the Find menu.

5	Type the date that you specified in step 2 in the Find text box, then choose OK to display Today's Schedule for that day.

6	Double-click Follow-Ups for Today.

See Also

Calendar Tool

Create or Edit Date Field

Date Differences

Date Not Understood

Follow-Up on Tasks

Today's Schedule


What is InfoCentral?
What is InfoCentral

InfoCentral is a personal information manager (PIM), plus a lot more.  Patent pending iConnect technology lets you create intelligent connections between people, places, and things, looking at the relationships in a whole new way.  Randomly scattered data becomes organized and accessible.  Your world of information will never be the same.

When you start InfoCentral, you will find an easy-to-use set of tools to handle your immediate needs and serve as a long-term solution in your business, home, and school.  For example,

     	You can quickly add or import all the people in your personal address book.  You can also extract names and addresses from existing files on disk.

     	You can keep track of important information on all your business contacts.  Things like companies, meetings, agendas, memos, and letters are all logically connected.

     	You can keep track of events like appointments, birthdays, anniversaries, meetings, and so on.

     	You can move seamlessly in and out of your word processor, spreadsheet, graphics, and other applications, creating files and connecting them to objects in your information base (iBase).

     	Keep track of anything that interests you.  Use InfoCentral to organize your notes from school or your home video collection.  Your imagination is the only limit.

The stand alone version of InfoCentral includes four iBases already filled with content, and a number of iBase templates to give you a head start.  Use the templates to track your own information or to get ideas about how you can use InfoCentral.

See Also

Adding an Object

Connecting Objects

Creating a Related File

iBases versus Databases

Glossary

What's New in Version 1.1

Using InfoCentral


InfoPad (def)
InfoPad

The InfoPad tab is like any other tab.  It is set up for you like a scratch pad, where you can work with data in a freeform way.  It is wise to keep this tab free of lists and save lists to other tabs.  For tips on using, see Using InfoPad.


Follow-Up on Tasks

Task Object, Next Follow-Up On

Purpose

Use Next Follow-Up On, located on any Task object, to specify a due date for a task.  For example, suppose that you want to remind yourself to take out the garbage by Friday the 10th.  Using Next Follow-Up On, you can specify this date and the task will show as being due on that date when you use Today's Tasks, Today's Schedule, or the Calendar View for that date.

Steps

1	Right-click a Task object, then choose Information.

2	Specify a date in the Next Follow-Up On field by typing it or using the Calendar Tool.

3	Choose OK.

4	Choose FastFind from the Find menu.

5	Type the date that you specified in step 2 in the Find text box, then choose OK to display Today's Schedule.

6	Double-click Tasks at the end of the Today's Schedule listing.

See Also

Calendar Tool

Create or Edit Date Field

Date Differences

Date Not Understood

Follow-Up with People or Organizations

Today's Schedule


XDATE$

Purpose

Returns a date string in the form MM/DD/YYYY based on an argument containing the number of days past 01/01/1800.

Syntax

XDATE$(Nbr_of_days)

Examples

XDATE$(69460)

Returns 02/05/1990 where 69460 is a numeric constant.

XDATE$(Nbr_of_days)

Returns 02/15/1991 where Nbr_of_days is a numeric variable set to the value 69835.

See Also

XDAYS


XSECS

Purpose

Returns the number of seconds that the time contained in its argument is past midnight.  The parameter (for example "This_time$") must in the 24-hour format HH:MM.

Syntax

XSECS(This_time$)

Examples

XSECS("01:00")

Returns 3600 where "01:00" is a string constant.

XSECS(Meeting_time$)

Returns 46800 where Meeting_time$ is a string variable set to the value "13:00".

See Also

XTIME$


XTIME$

Purpose

Returns a time string in the form "HH:MM" based on a numeric  argument representing the number of seconds past midnight.  The string returned is in the 24hour format HH:MM.

Syntax

XTIME$(Nbr_of_secs)

Examples

XTIME$(3720)

Returns 01:02 where 3720 is a numeric constant.

XTIME$(Sleep_until)

Returns 12:00 where Sleep_until is a numeric variable set to the value 43200.

See Also

XSECS


CHR$

Purpose

A string function that returns the character represented by the decimal ASCII character code value of its numeric argument.  Char_number represents the desired ASCII character code and has a value from zero to 255.  For example, the escape key is CHR$(27), the space key is CHR$(32), and upper case A is CHR$(65).

Syntax

CHR$(Char_number)

Examples

CHR$(67)

"C" where 67 is a numeric constant.

CHR$(Nbr)

"a" Nbr is a numeric variable set to the value 97.

See Also

ASC


DEL$

Purpose

A string function that returns the string contained in its string argument but with the characters deleted from the string starting at the character position specified in its first numeric argument for the length specified in its second numeric argument.  Spaces count as characters in computing the position and length.

Syntax

DEL$(Text$,Position,Length)

Examples

DEL$("It is very hot today.",7,5)

Returns "It is hot today." where "It is very hot today." is a string constant and 7 and 5 are numeric constants.

DEL$(Sentence$,Adj_location,Adj_length)

Returns "I watered the tree." where Sentence is a string variable set to the value "I watered the tallest tree", Adj_location and Adj_length are numeric variables set to the values 15 and 8 respectively.


FORMAT$

Purpose

Returns the string contained in its first string argument, with formatting based upon the format mask contained in its second string argument.

Syntax

FORMAT$(Text$,Mask$)

FORMAT$(Number,Mask$)

Parameters

Text$

The text string.

Mask$

Controls the formatting of Text$.

Number

A number.

Examples

FORMAT$("123456.789","$*,***,**#.##")

Returns "$123,456.78 "  the trailing space for a positive number.

FORMAT$("123456.789","$#,###,###.##")

Returns "$  123,456.78"

FORMAT$("123.45","*,**#.##;(*,**#.##)")

Returns "(123.45)" When a specific mask is given for negative values, then the minus sign is not automatically inserted and the mask must provide for showing that the value is negative.

FORMAT$("78.90","### %")

Returns " 78 %"


INS$

Purpose

Returns the string contained in its first string argument but with the string contained in its second string argument inserted at the character position specified in its numeric argument.  Spaces count as characters in computing the insert position.

Syntax

INS$(Text$,Position,Insert$)

Examples

INS$("It is hot today.",7,"darned ")

Returns "It is darned hot today." where "It is hot today." and "darned " are both string constants.

INS$(Sentence$,Location,Adjective$)

Returns "I have a fast computer." where Sentence$ is a string variable set to the value "I have a computer.", Location is a numeric variable set to the value 10, and Adjective$ is a string variable set to the value "fast".


LCASE$

Purpose

Returns the string named in the parentheses in lowercase.

Syntax

LCASE$(Mixed_text$)

Examples

LCASE$("aBcDeFgHiJkLmNoPqRsTuVwXyZ")

Returns "abcdefghijklmnopqrstuvwxyz" where "aBcDeFgHiJkLmNoPqRsTuVwXyZ" is a string constant.

LCASE$(Last_name$)

Returns "morris" where Last_name$ is a string variable set to the value "Morris".

See Also

UCASE$


LEFT$

Purpose

Returns the left-most portion of its string argument.  The length of this portion is specified by its numeric argument.

Syntax

LEFT$(Text$,Length)

Parameters

Text$

The string argument.

Length

The number of characters (including the leftmost character) of Text$ to be returned.  If Length exceeds the number of characters contained in the string argument Text$, then the entire string is returned.  Spaces are counted as characters

Examples

LEFT$("Jetson Industries, Inc.",6)

Returns "Jetson" where "Jetson Industries, Inc." is a string constant and 6 is a numeric constant.

LEFT$(Greeting$,Length)

Returns "Hello" where Greeting$ is a string variable set to the value "Hello there!" and Length is a numeric variable set to the value 5.

LEFT$(City$,99)

Returns "San Francisco" where City$ is a string variable set to the value "San Francisco" and 99 is a numeric constant.  Since the length argument, 99, is a value greater than the length of the string argument, then the unchanged value of the string argument is simply returned.

See Also

MID$

RIGHT$


LJUST$

Purpose

Returns a string that is of the length specified by its second argument, composed of the string in its first argument, and suffixed or padded at the right with a series of repeated pad characters as specified by its third argument.

Syntax

LJUST$(Text$,Length,Pad_character$)

Examples

LJUST$("Good morning",15,"!XYZ")

Returns "Good morning!!!" where Good morning is a string constant, 15 is a numeric constant, and !XYZ is another string constant.  Only the first character of the pad character argument is used to pad out the result.  In this example it is the "!" of the "!XYZ" that is repeated to provide the necessary pad characters.

LJUST$(Country$,Length,Pad_char$)

Returns "Panama...." where Country$ is a string variable set to the value "Panama", Length is a numeric variable set to the value 10, and Pad_char$ is a string variable set to the value ".".

See Also

RJUST$


XDAYS

Purpose

Returns the number of days that its date argument is past  the date 01/01/1800.  This_date$ may be in one of two forms, MM/DD/YYYY or MM/DD/YY.  When the two-digit year form is used, the year is assumed to be the right-most two digits of the four-digit year in the range of years from 1911 through 2010.

Syntax

XDAYS(This_date$)

Examples

XDAYS("02/01/1990")

Returns 69456 where 69456 is a numeric constant.

XDAYS(This_date$)

Returns 69821 where This_date$ is a string variable set to the value "02/01/1991".

See Also

XDATE$


MID$

Purpose

Returns the middle portion of its string argument.  The starting character position of the desired portion is specified by its first numeric argument and the length of the portion is specified by its second numeric argument.

Syntax

MID$(Text$,Start,Length)

MID$(Text$,Start)

Parameters

Start

A numeric value that specifies the starting character position of the string contained in Text$.

Length

A numeric value that specifies the number of characters from the specified starting position within Text$ that are to be returned.  Length is an optional argument.  When not given, the entire right portion of the string contained in Text$ starting at Start is returned.  If the value of Length exceeds the number of characters contained in the string argument Text$, then the entire string is returned.  Spaces are counted as characters in computing the starting position and length.

Examples

MID$("Gary Lee Davis",6,3)

Returns "Lee" where "Gary Lee Davis" is a string constant and 6 and 3 are numeric constants.

MID$(Greeting$,Start,Length)

Returns "morning" where Greeting$ is a string variable set to the value "Good morning to all", and Start and Length are numeric variables set to the values 6 and 7 respectively.

MID$(City$,5)

Returns "Francisco" where City$ is a string variable set to the value "San Francisco" and 5 is a numeric constant.  Since the length argument is not specified, then all of the string contained in City$ starting at character position 5 is returned.

See Also

LEFT$

RIGHT$


REP$

Purpose

A string function that has two string arguments and two numeric arguments.  REP$ returns the string contained in its first string argument with the characters beginning at the position specified by its first numeric argument replaced by a number of characters contained in its second string argument, the number of which is specified in its second numeric argument.  Length may be a numeric constant or numeric variable.  If the argument is zero, it returns a null value; if it is less than zero it causes a runtime error; if it is greater than 255 it is truncated to 255.

Syntax

EP$(Text$,Length,Substitute_text$,Sub_length)

Parameters

Text$

The text argument.

Length

The length of Text$.

Substitute_text$

The substitute text argument.

Sub_length

The length of Substitute_text$.

Examples

REP$("Get noodles",5,"up and down",2)

Returns "Get up" where "Get noodles" is the string constant whose first 4 characters are extracted, 5 is a numeric constant specifying where the characters from the second string are to be inserted, "up and down" is the string constant whose first 2 characters are inserted, and 2 is a numeric constant specifying how many characters of the string "up and down" to insert.

REP$(First_names$,First_length,Last_names$,Len2)

Returns "Brian Levantine" where First_names$ is a string variable that is set to the value "Brian John Harry" and whose first 5 characters are extracted, First_length is a numeric variable set to the value 6 which specifies where the characters from the second string are to be inserted, Last_names$ is a string variable set to the value "Levantine Smith Jones"  and whose first 9 characters are to be inserted, and Len2 is a numeric variable set to the value 9 which specifies how many characters to insert from the string contained in Last_names$.


RIGHT$

Purpose

Returns the right-most portion of its string argument.  The length of this portion is specified by its numeric argument.

Syntax

RIGHT$(Text$,Length)

Parameters

Text$

The string argument.

Length

The number of characters including the right-most character to return. If Length exceeds the number of characters contained in the string argument Text$ then the entire string will be returned.  Spaces are counted as characters.

Examples

RIGHT$("My name is Marc Sabatini",13)

Returns "Marc Sabatini" where "My name is Marc Sabatini" is a string constant and 13 is a numeric constant.

RIGHT$(Address$,Length)

Returns "Ave" where Address$ is a string variable set to the value "1317 Grant Ave" and Length is a numeric variable set to the value 3.

RIGHT$(Address$,100)

Returns "1317 Grant Ave"  where Address$ is a string variable set to the value "1230 Grant Ave" and 100 is a numeric constant.  Since the length argument is a value greater than the length of the string argument, then the entire value of the string is returned.

See Also

LEFT$

MID$


RJUST$

Purpose

Returns a string the length specified by its second argument, composed of the string in its first argument, and prefixed, or padded in the front, with a series of repeated pad characters as specified by its third argument.

Syntax

JUST$(Text$,Length,Pad_character$)

Examples

RJUST$("This is a test!",20,"*ABC")

Returns "*****This is a test!" where This is a test! is a string constant, 20 is a numeric constant, and *ABC is another string constant.  Only the first character of the pad character argument is used to pad out the result.  In this example it is the "*" of the "*ABC" that is repeated to provide the necessary pad characters.

RJUST$(Greeting$,Length,Pad_char$)

Returns "     Hello"  where Greeting$ is a string variable set to the value "Hello", Length is a numeric variable set to the value 10, and Pad_char$ is a string variable set to the value " "

See Also

LJUST$


Add Connected Object

Object, Add Connected

Purpose

Use Add Connected to connect a newly added object to the object that is highlighted or selected in the Outline View.

Steps

1	Highlight the object in the Outline View that you want to connect a new object to.

2	Choose Add Connected from the Object menu.

3	Select a category, then choose OK.

4	Type the name of the new object, then choose OK.

5	Type information about the new object, then choose OK.

6	Select a connection description, then choose OK.

7	If you want to connect the object you just added, choose Yes, then follow the prompts.

See Also

Add New Object


Today's Tasks

View, Today's Tasks

Purpose

Use Today's Tasks to display the tasks that are currently due in the Outline View.

Steps

1	Choose Today's Tasks from the View menu.

See Also

Today's Schedule


 Hint

You can drag an object from the Outline View to the Calendar tab to create an event related to that object.  You can specify the date, time, alarm options, and connection description.  The event is displayed under the object in the Outline View as well as the Calendar View.

For example, suppose Marc Sabatini is an object listed in the Outline View.  You want to schedule a meeting and include Marc as a participant.  Drag Marc to the Calendar tab.  Select Meeting from the list box, then choose OK.  Type a description for the meeting and any other information you want, then choose OK.  Select the Participant description, choose OK, type connection information, then choose OK.


 Hint

You can specify a date in any date field that is a certain number of days before or after the current date by using the following abbreviations:

d a	days ago
d	days in the future
m a	months ago
m	months in the future
y a	years ago
y	years in the future
yes	yesterday's date
t	today
to	tomorrow

For example, if you type 65 d a in a date field, InfoCentral inserts a date 65 days before the current date.  5 m would display a date five months from the current date. -2 d would display the day two days ago.  You must type lowercase letters.


Autodialing a Normal Phone Line

Purpose

If you simply want to dial out on a normal phone line, make the following settings in Telephone Preferences.

Steps

1	Choose Preferences from the Edit menu, then choose Telephone.

or

Choose Telephone [image] on the Toolbar, choose Preferences, then choose Telephone.

2	Make sure the Country and Area/City Code text boxes are correct for your dialing area.

or

If you are taking InfoCentral on a notebook computer on a trip to another area code, change the Area/City code when you get there.

3	Choose OK.

See Also

Autodialing Office Extensions/Outside Lines

Autodialing Long Distance with a Calling Card

Autodialing Long Distance from Office with Card

Autodialing Long Distance with Access Code

Autodialing In-Area Toll Calls


Autodialing Internal Office Extensions and Outside Lines

Purpose

If you are at work and use a PBX or Centrix type phone system that allows you to dial internal numbers by extension, but requires a numeric sequence to get an outside line, make the following settings in Telephone Preferences.

Steps

1	Choose Preferences from the Edit menu, then choose Telephone.

or

Choose Telephone [image] on the Toolbar, choose Preferences, then choose Telephone.

2	Make sure the Country and Area/City Code text boxes are correct.

3	Select the Enabled check box in the To Access an Outside Line group box.

4	Type the numeric sequence required to get the outside line in the First Dial text box.

Many PBX systems require you to dial a 9 to get the outside line.  For example, type 9, (the number 9 plus a comma) in the First Dial text box. Commas are interpreted as pauses, which often makes the interface between modem and PBX work better.

5	Type the prefix number in the Internal PBX Prefix of text box and the number of digits you want dialed in the Dial Last Digit text box.

For example, suppose all phone numbers in your PBX are identified by a prefix (for example, "222"), but to other employees your extension is 25000.  Type 222 in the Internal PBX Prefix of text box and 5 in the Dial Last Digit text box.  When you dial other employees, the 22 will not be used.  When you dial any other number in your iBase that does not begin with 222, the First Dial sequence (9) will be attached before the phone number, even if it is long distance.

See Also

Autodialing Normal Phone Line

Autodialing Long Distance with a Calling Card

Autodialing Long Distance from Office with Card

Autodialing Long Distance with Access Code

Autodialing In-Area Toll Calls


 Hint

You don't have to type the entire beginning or ending time.  For example, type 10a for 10:00 am or 7p for 7:00 pm.


connection information (def)
connection information

The information stored on a connection, such as an employee's starting date at a company.


 Hint

If you live in an area that does not have daylight saving time, you can specify the same date in Start and Stop Date text boxes.  If you type a space, the daylight saving time for your area will be used.


 Hint

If you want to assign the Hot Key to another function key, you must type the name of the key enclosed in braces, for example {F12}.  If you want to assign the Hot Key to a nonfunction key, you can press that key.  Use the plus sign to use the Shift or Control keys.  For example, {Ctrl+F12} or {Shift+F12}.  Shift will only work with valid ASCII characters such as * or #.


outline view (def)
Outline View

The main InfoCentral screen in which you add, connect, list, and work with objects.  When you click a new tab, a new Outline View displays.  Compare with Calendar View.


Example (def)
Example

Suppose you've defined a person's connection to an organization as "Employee" who will start at the organization sometime in the future.  Because the person is not an employee of the company yet, InfoCentral adds "Future" to this particular connection description ("Future Employee").


Example (def)
Example

Suppose the connection between Marc Sabatini and Atlantic Metals is "Employee."  In the Connection Information dialog box, 1/1/91 is Marc's starting date, and 6/26/94 is his ending (or termination) date.  Today's date is 7/9/94.  When you expand Marc's connections in the Outline View, the connection description with Atlantic Metals is "Former Employee" because Marc has since left the company.

Now suppose you want to know what Marc's connection to Atlantic Metals was on 6/1/94, about five weeks ago.  Simply collapse Marc's connections, change the Viewing Date to 6/1/94, then re-expand.  Note that on this date the connection was "Employee."


Autodialing Long Distance with Access Code or Account Number

Purpose

If you are at work and use a PBX or Centrix type phone system that allows you to dial internal numbers by extension, but long distance numbers require an access code or accounting number, make the following settings in Telephone Preferences.

Steps

1	Choose Preferences from the Edit menu, then choose Telephone.

or

Choose Telephone [image] on the Toolbar, choose Preferences, then choose Telephone.

2	Make sure the Country and Area/City Code text boxes are correct.

3	Select the Enabled check box in the To Access an Outside Line group box.

4	Type the numeric sequence required to get the outside line in the First Dial text box.

Many PBX systems require you to dial a 9 to get the outside line.  For example, type 9, (the number 9 plus a comma) in the First Dial text box. Commas are interpreted as pauses, which often makes the interface between modem and PBX work better.

5	Type the prefix number in the Internal PBX Prefix of text box and the number of digits you want dialed in the Dial Last Digit text box.

For example, suppose all phone numbers in your PBX are identified by a prefix (for example, "222"), but to other employees your extension is 25000.  Type 222 in the Internal PBX Prefix of text box and 5 in the Dial Last Digit text box.  When you dial other employees, the 22 will not be used.  When you dial any other number in your iBase that does not begin with 222, the First Dial sequence (9) will be attached before the phone number, even if it is long distance.

6	Type the accounting number into the Account # text box.

7	To make use of a long distance access code, select the Enabled check box in the For Long Distance or Calling Card Calls group box.

8	Type your access number in the Access number field, but do not include the 1 or an area code.  The Country Code and Area codes are dialed automatically.

9	Choose OK.

See Also

Autodialing Normal Phone Lines

Autodialing Office Extensions/Outside Lines

Autodialing Long Distance with a Calling Card

Autodialing Long Distance from Office with Card

Autodialing In-Area Toll Calls


oneway connection (def)
one-way connection

A connection that can be described in only one way.  For example, a person's connection to a company is described as "Employee."  One-way descriptions are used for all person/organization, person/thing, and person/event connections.


Reschedule an Event

Purpose

You can easily reschedule an event, such as a meeting, appointment, or telephone call.  For example, suppose that Marc Sabatini calls and says he can't make it for lunch today, but he will be available on Friday at 1:00.  Using the steps below, you can reschedule the date and time for such an event.

Steps

1	Right-click the event in the Outline View, then choose Information.

or

Right-click the event in the Calendar View.

2	Specify a new date and time in the Date and Time fields, then choose OK.

If you are in the Calendar Day View, you can also drag the event and drop it on a different day of the month.

See Also

Add a New Event

Follow-Up on Tasks


Example (def)
Example

Type C:\*.*, then choose Find All to list all file and directory objects on that drive.


 Hint

You can abbreviate the objects you want to find.

Type joh sm to find John Smith.

Type info to find InfoCentral.

Type 1/1/95 to list the Today's Schedule for New Year's day 1995.


Example (def)
Example

If you type John in text box 1, select And, then type Mary in text box 2, InfoCentral searches for files that contain the words "John" and "Mary." If you select Or with the same text, files are found that contain "John" or "Mary."


field (def)
field

A place in a dialog box where you can add information such as names, addresses, telephone numbers, and so on.  You can customize fields in the Object Information or Connection Information dialog boxes.


 Hint

Try starting LazyKeys and moving it to an unused corner of the screen.  When you need to insert special characters, it will be right at your fingertips.


 Hint

The first record is the template that all records follow during the import.  If you click [image] and find that other records require a change, then make the change and that record becomes the template.  Only one template is used to import all records.


Example (def)
Examples

Suppose you are setting up a meeting in which you want several people to participate.  Click Participants [image] on the Meeting Object Information dialog box, then add the people you want to invite to the meeting using the In Connection With dialog box.

Suppose you want to delegate a task to someone.  Click Delegated To [image] on the Task Object Information dialog box, then use In Connection With to find the person you want to do the task.


popup definition (def)
pop-up definition

A graphic or dot-underlined, colored word that you can click to display a definition or explanation.


Contents button (def)
Contents button

A Help button you can use to return to the main Contents screen which helps you quickly navigate through specific areas of Help.


Search button (def)
Search button

A Help button you can use to search for Help topics by typing keywords.


Back button (def)
Back button

A Help button you can use to return to the last topic you opened.


History button (def)
History button

A Help button you can use to display the last 40 Help topics you opened, with the most recent at the top of the list.  To reopen a topic, double-click it.


Help button (def)
Print button

A Help button you can use to print the current Help topic.


 Hint

You can reduce the size of the Help window and move it to keep it on-screen while you follow the steps.

Choose Always on Top from the Help menu to display the Help window "on top" of other applications, even when it is minimized.  Or, size both the Help and the application windows so they do not overlap.


Help button (def)
Close button

A Help button you can use to close the Help window.


route (def)
 route

The path that indicates where a feature is found.  The hand icon points to the steps you take to access the feature.


jump term (def)
jump term

A graphic or underlined, colored word or phrase you can choose to go to a related Help topic.


dialog box (def)
dialog box

Dialog boxes let you communicate with an application.  They display warnings and messages, and they let you select and implement options by choosing appropriate command buttons.  Dialog boxes have a title bar and a control menu, but they do not have a menu bar.  You can drag the title bar of the dialog box different locations on the screen.  Most dialog boxes must be closed before you can work in the Outline View or Calendar View.

When a dialog box option is unavailable and cannot be used, it will appear dim.  If subsequent actions make the item available, it will change to a normal appearance.


Select Object

Purpose

Use the mouse or arrow keys to select (highlight) objects.  You can then expand an object's connections, or get object or connection information.

Steps

1	Move the mouse pointer on an object, then click once to select it.

or

Use the up or down arrow keys to select the object you want in the list.

2	Double-click to expand an object's connections.

or

Press Enter.

See Also

Edit Connection Description

Edit Object or Connection Information

Go To

Move Object To

Watch quick tour of Organizing Objects


Write Contextual Hints
Write Contextual Hint

Object Information or Connection Information, Right-Click Field, Field Properties, OK, Contextual Hint

Purpose

Use Contextual Hint to write a brief helpful statement.  Field contextual hints appear at the bottom of the Object Information dialog box when the insertion point is in a field.  Menu item contextual hints appear as prompts at the top of the screen when a menu item is highlighted. Example

Steps

1	Right-click an object, then choose Information.

2	Right-click a field, choose Field Properties, then choose OK.

3	Type a brief message in the Contextual Hint text box, then choose OK.

See Also

Write Contextual Help

Customizing Fields: The Big Picture


Write Contextual Help

Object Information or Connection Information, Right-Click Field, Field Properties, OK, Contextual Help

Purpose

Use Contextual Help to write explanatory text or examples about a field.  Later, when filling in this field, you can press Shift+F1 to display the information.

Steps

1	Right-click an object, then choose Information.

2	Right-click a field, choose Field Properties, then choose OK.

3	Type explanatory text in the Contextual Help text box, pressing Enter to start new paragraphs.

4	Choose OK.

Note that the text you type automatically wraps in the text box so that it can be resized later as needed.

See Also

Write Contextual Hint

Customizing Fields: The Big Picture


File Menu

Purpose

Use the options on the File menu to open, save, import, export, clean up and optimize your iBase, manage files, and print.

Choose from the following options for more information.

Name New iBase

Open iBase

Save

Save As

File Properties

Passwords

iBase Information

Housekeeping

Remote

Import

Export

Print

Exit

See Also

Customize Menu

Customize Menu Bar

Customize Menu Hot Key

Customizing My Menus: The Big Picture

Exporting iBase Information: The Big Picture

Importing Data into iBase: The Big Picture

Load Menu System

Printing iBase Information: The Big Picture

Setting Preferences: The Big Picture

Using Remote iBases: The Big Picture

Working with File Objects: The Big Picture


two-way connection (def)
two-way connection

A connection that can be described in two ways.  For example, Father/Son, Husband/Wife, Accounting Firm/Client, Division/Headquarters.  Two-way connection descriptions occur between person/person, organization/organization, thing/thing, organization/thing, organization/event, and event/event connections.


Edit Menu

Purpose

Use the options on the Edit menu to undo previous actions, cut, copy, paste, use OLE functions, edit object information, edit categories and connections, and go to specific objects in your iBase.

Choose from the following options for more information.

Undo

Cut

Copy

Paste

Paste Special

Preferences

Information

Categories

Connections

Go To

See Also

Customize Menu

Customize Menu Bar

Customize Menu Hot Key

Customizing My Menu: The Big Picture

Editing Information: The Big Picture

Load Menu System


Object Menu

Purpose

Use the options on the Object menu to add, delete, and connect objects, edit object information, and attach related files and memos to objects.

Choose from the following options for more information.

Add

Information

Delete

Connect

Connect Multiple

Create Related File

Attach Memo

Trash Can

See Also

Adding Objects: The Big Picture

Adding and Managing Tasks: The Big Picture

Connecting Objects: The Big Picture

Creating Related Files: The Big Picture

Customize Menu

Customize Menu Bar

Customize Menu Hot Key

Customizing My Menu: The Big Picture

Load Menu System

Watch quick tour of Adding and Connecting


Find Menu

Purpose

Use the options on the Find menu to find objects in your iBase, or find files on your hard drive or network.

Choose from the following options for more information.

FastFind

FastFind Files

Find-By-Example

Find-By-Connection

Search External Files

See Also

Customize Menu

Customize Menu Bar

Customize Menu Hot Key

Finding Objects: The Big Picture

Load Menu System

Watch quick tour of Finding Objects


View Menu

Purpose

Use the options on the View menu to view your iBase in different ways.

Choose from the following options for more information.

All Categories

All Drives

Display

View Calendar

Tab Index

Tab Properties

Today's Schedule

Toggle View

Previous Tab

See Also

Customize Menu Bar

Customize Menu Hot Key

Customize Menu

Customizing My Menus: The Big Picture

Load Menu System

Watch quick tour of Organizing Objects

Watch quick tour of Using Calendar

Working with File Objects: The Big Picture


List Menu

Purpose

Use the options on the List menu to modify a list of objects.

Choose from the following options for more information.

Hoist

Expand

Collapse

Expand by Type

Collapse All

Clear Line

Clear to End

Clear View

Flatten Outline

Promote to Left

Sort Alphabetically

Move Item To

See Also

Customize Menu Bar

Customize Menu Hot Key

Customize Menu

Customizing My Menus: The Big Picture

Load Menu System

Modifying Lists of Objects: The Big Picture

Organizing with Tabs: The Big Picture

Watch quick tour of Organizing Objects


Tools Menu

Purpose

Use the options on the Tools menu to dial a phone number, take notes, calculate, get an alphabetical or address book index, lookup area codes, states and countries, and use the timer.

Choose from the following options for more information.

Telephone

LazyKeys

Send

Alphabetic Index

Address Book

Lookup Area Codes

Lookup States

Lookup Countries

Elapsed Timer

See Also

Customize Menu Bar

Customize Menu Hot Key

Customize Menu

Customizing My Menus: The Big Picture

Load Menu System

Communicating with InfoCentral: The Big Picture


Calendar View Menu Commands

Purpose

The Calendar View menu bar includes several InfoCentral menu bar items.

Choose from the following options for more information.

File

Edit

View

Object

Tools

Help

See Also

Customize Menu

Customize Menu Bar

Customize Menu Hot Key

Customizing My Menus: The Big Picture

Load Menu System

Using Calendar: The Big Picture

Watch quick tour of Using Calendar


Menu Commands

Purpose

InfoCentral has two kinds of menus:  an Outline View menu and a Calendar View menu.

Choose from the following options for more information.

Outline View Menu Commands

Calendar View Menu Commands

See Also

Customize Menu

Customize Menu Bar

Customize Menu Hot Key

Load Menu System


menu item (def)
menu item

An item that appears after you have opened a menu from the menu bar.  For example, Save As is a menu item on the File menu.  You can customize both menu and menu bar items using the Customize Menu and Customize Menu Bar features.


Abandon Remote iBase

File, Remote, Abandon Remote

Purpose

When you check out a remote iBase, the remote and host iBases are each given a special label that is used to remind you that an iBase has been checked out.  Use Abandon Remote to remove these labels.  You can abandon an iBase from either the remote edition or the host edition.

Steps

1	Choose Remote from the File menu, then choose Abandon Remote.

2	Choose Abandon.

See Also

Check In Remote iBase

Check Out Remote iBase

Reconcile Differences

Using Remote iBases: The Big Picture


Assign Accelerator Key

Menu Item, Customize Menu Hot Key (F12), Properties of this Menu Selection, List

Purpose

Use Accelerator Key Assignments to select the accelerator key you want to assign to the menu item you are customizing.  You can assign 2 accelerator keys to a menu item.

Steps

1	Highlight a menu or menu bar item.

2	Press the Customize Menu Hot Key (F12).

3	Choose Properties of this Menu Selection, then choose the List button for Accelerator Key or Additional Key.

4	Use the scroll bar to move through the list until you find the keystroke you want.

The list shows you which keys have already been assigned.  You cannot assign the same accelerator key to two different menu items.

5	Select the keystroke you want, then choose OK.

See Also

Customize Menu

Customize Menu Bar

Customize Menu Hot Key

Customizing My Menus: The Big Picture

Load Menu System


Add New Object (Categorize then Name)
Add New Object

Add

Purpose

Use Add New Object to categorize an object, then name it.

Steps

1	Click Add [image] on the Toolbar.

2	Select a category from the list box, then choose OK.

or

Type a new category in the Select Category of New Object text box, then choose New Category.

or

Select a category, then choose Setup Category to edit the category.

3	Type a name for the object, then choose OK.

For last names with more than one name, such as Roberto De La Madrid, use quotes.  For example, type Roberto "De La Madrid" in the Name text box.

4	Type information about the object, such as an address, phone number, birthday, then choose OK.

5	If you want to connect the new object to another object, choose Yes, then double-click the [image] icon on another object, specify a connection description, then choose OK.

or

Choose No to not connect the new object at this time.

See Also

Add New Object (Name then Categorize)

Add Preferences

Adding Objects: The Big Picture

Create or Edit Category

Create or Edit Connection Description

Edit Object or Connection Information

Watch quick tour of Adding and Connecting


Add New Object (Name then Categorize)

Add

Purpose

Use Add New Object to name an object, then categorize it.

Steps

1	Click Add [image] on the Toolbar.

2	Type the name of the object in the New Object Name text box.

3	Choose Person, Organization, Place/Thing, or Event.

4	If the category you want (for a non-person object) doesn't exist in the list box, type the new category, then choose New Category.

or

Select a category, then choose Setup Category to edit it.

or

Choose OK to use the category.

See Also

Add New Object (Categorize then Name)

Add Preferences

Adding Objects: The Big Picture

Create or Edit Category

Create or Edit Connection Description

Edit Object or Connection Information

Select Type of Organization, Place/Thing, Event

Watch quick tour of Adding and Connecting


menu bar (def)
menu bar

The area at the top of a window containing headings for pull-down menu operations.  For example, File is a menu bar item.  It contains menu items such as Save As and Housekeeping.  You can customize menu and menu bar items using the Customize Menu and Customize Menu Bar features.


Name of New Object

Add, OK

Purpose

Use Add a New Object to name the object you are adding.

Steps

1	Click Add [image] on the Toolbar.

2	Choose a category, then choose OK.

or

Type a new category and choose New Category.

or

Choose a category, then choose Setup Category.

3	Type the object's name, then choose OK.

See Also

Add New Object

Add Preferences

Adding Objects: The Big Picture

Create or Edit Category

Create or Edit Connection Description

Edit Object or Connection Information

Watch quick tour of Adding and Connecting

Watch quick tour of InfoCentral Basics


Add Preferences

Add, Preferences

Purpose

Use Add Preferences to check for identical objects in categories, capitalize initial letters, make predictions about gender and names of new people, assign default titles for new people, and choose whether you first categorize or name a new object.

Steps

1	Click Add [image] on the Toolbar, then choose Preferences.

2	Select or deselect the following options:

     	Check for Duplicates

Displays a Duplicate Record message if duplicate information is detected while you're adding an object.

     	Capitalize First Letters

Capitalizes the first letter of each word in an object's name when you add an object.

     	Predict Gender

Predicts whether a person object is male or female, and makes the appropriate selection in the Gender field.

     	Predict Formal Name

Suggests an equivalent formal name (for names such as Bob, Mike, and Joe) and inserts it in the First Name field.

     	Predict Informal Name

Suggests a common nickname for names such as Robert, Michael, and Joseph and inserts it in the Dear field.

     	Generate Default Titles

Predicts the appropriate title (such as Mr. or Ms.) for person type objects.  You can change the default titles.

     	Select Category, then Enter Info

Lets you select a category for an object, then name it.

     	Enter Info, then Select Category

Lets you name an object, then select a category for it.

See Also

Add New Object

Add New Object (Name then Categorize)

Adding Objects: The Big Picture

Create or Edit Category

Create or Edit Connection Description

Connection Preferences

Import Preferences


Scheduling Events: The Big Picture

Purpose

You can add several kinds of event objects to your calendar, including appointments, meetings, telephone calls, or a new event type that you create.

Choose from the following options for more information.

     	Add an Appointment, Meeting, or Phone Call

How to add a pre-categorized event object, or create and add your own kind of event.

     	Include Participants

How to connect participants to the meetings and other events you set up.

     	Connect Event to Location

How to connect a event to a location or place object in your iBase, such as a room or building.

     	Set an Alarm

How to set alarms to remind you of the events you schedule.

     	Delete Event Object

How to delete event objects from the Calendar View.

     	Undelete Event Object

How to restore a deleted scheduled object and other objects.

     	List Today's Schedule

How to list your day's schedule in the Outline View.

See Also

Watch quick tour of Using Calendar


Adding Objects: The Big Picture

Purpose

You can add nearly any kind of object to an iBase, including persons, places, things, organizations, events, and tasks.

The following tasks illustrate the process of adding an object.

Add New Object

Create or Edit Category

Edit Object Information

Connect Object with Another

Edit Connection Information

See Also

Watch quick tour on Adding and Connecting

Watch quick tour on InfoCentral Basics


Address Book

Tools, Address Book

Purpose

Use Address Book to look up addresses and phone numbers of people or organizations.  You can then add such objects one at a time to the object list.

Steps

1	Choose Address Book from the Tools menu.

2	Select People to list addresses and phone numbers of people.

or

Select Organization to list the numbers of companies and organizations.

3	Type the name of the person or organization you want to look up in the Last Name, First text box.

or

Choose one of the vertical alphabetic letters to go directly to the entries beginning with that letter.

4	Choose Add to View to add the selected object to the Outline View.

5	Select Show Connected Addresses and Phone Numbers to display the addresses and phone numbers of objects connected to the objects you list.

6	Choose from the following options:

Telephone

Object Info

See Also

Alphabetic Index

FastFind

Find-By-Connection

Find-By-Example

Print Address Book

Watch quick tour of Finding Objects


Calendar View (def)
Calendar View

The view on a tab which displays the Calendar.  Only one tab in each iBase may be set to display a calendar view.  Compare with Outline View.


LazyKeys

Tools, LazyKeys

Purpose

Use LazyKeys to insert special characters into  fields.  You can run LazyKeys from InfoCentral or from Windows Program Manager.

Steps

1	Choose LazyKeys from the Tools menu.

2	Choose from the following options, then press Alt+F4 to close LazyKeys.

     	Size

Increase or decrease the size of the LazyKeys dialog box.

     	Title

Turn the title bar on or off.

     	Style

Choose from several character styles.

     	Reg

Display the US character set.

     	Ext

Display the extended character set.

     	Cap

Toggle between uppercase and lowercase character set.

     	BS

Backspace.

     	CR

Perform a carriage return.

     	Tb

Insert a tab.

     	Sh

Shift between lowercase and uppercase characters.


Print Address Book (Options)

File, Print, Address Book, Options

Purpose

Use Print Address Book Options to customize the appearance of the printed Address Book.

Steps

1	Choose Print from the File menu, then choose Address Book.

2	Choose Options.

3	Choose from the following options:

     	Large

Print on large page.

     	Medium

Print on medium page.

     	Small

Print on small page.

     	Cover Page

Print a cover page for the address book.

     	Page Header

Print headers at the top of each page.

     	Addresses

Include addresses of people and organizations.

     	Odd Pages Only

Print odd pages only for double-sided printing.

     	Even Pages Only

Print even pages only for double-sided printing.

     	Both Odd & Even

Print all pages.

     	Print Each Category on Separate Page

Print a new page for each category.

     	Don't Split Objects Across Pages

Keep objects and their addresses together on one page.

     	Print only Those With Phone Numbers

Omit people and organizations that dont have phone numbers.

     	Alternate Left/Right Margins

Leave space for hole punching on double-sided pages.

See Also

Print Address Book

Print Margins (Options)

Setup Printer

Restore Default Print Options


Alarm Notification Preferences

File, Preferences, Alarm

Purpose

Use Alarm Notification Preferences to choose the sound you will hear when you are notified by an alarm.  You can also set how long the alarm will play and how many minutes between renotification.

Steps

1	Choose Preferences from the Edit menu, then choose Alarms.

2	Select a tune from the Tune list box.

3	Choose Play Tune to hear the tune you select.

4	Select the duration you want the alarm to play.

5	Specify the number of minutes you want between notification in the Default "Remind Again" Time text box, then choose OK.

See Also

Create or Edit Check Box Field


Calendar File Menu

Purpose

Use the options on the Calendar File menu to save your iBase, view iBase information, and exit InfoCentral.

Choose from the following options for more information.

Save

iBase Information

Exit

See Also

Customize Menu

Customize Menu Bar

Customize Menu Hot Key

Load Menu System


 Hint

If you have WordPerfect 6.0 for Windows or Ami Pro 2.0 for Windows, you can use the following keystrokes in the Keystrokes to Send to the Application text box.  Note that the keystrokes are different if you are using a prototype file.

WordPerfect 6.0 for Windows

{Pause:.5}{Alt+F}N{Ctrl+V}{PgUp}{Alt+F}A{Enter}

{Pause:.1}@@FullFileName@@{Enter}{Ctrl+V}

WordPerfect 6.0 for Windows (with prototype file)

{Pause:.5}{Alt+F}O@@FullFileName@@{Enter}

{Pause:.1}{Page Down}{Ctrl+V}{PgUp}

Ami Pro 2.0 for Windows

{Alt+F}N{Enter}{Ctrl+V}{Ctrl+Home}{Alt+F}

A@@FullFileName@@{Enter}

Ami Pro 2.0 for Windows (with prototype file)

{Alt+F}O@@FullFileName@@{Enter}{Ctrl+End}

{Ctrl+V}{Ctrl+Home}


All Categories

View, All Categories

Purpose

Use All Categories to list all categories available for objects in your iBase.  The list of categories appears at the bottom of your list if objects are already displayed.

Steps

1	Choose All Categories from the View menu.

2	Click [image] to display objects for a specific category.

See Also

All Drives

FastFind

Find-By-Connection

Find-By-Example

Finding Objects: The Big Picture

Watch quick tour of Finding Objects

Watch quick tour of Organizing Objects


All Drives

View, All Drives

Purpose

Use All Drives to list the drives available on your computer, and work with them in much the same way you work with any other objects.

Steps

1	Choose All Drives from the View menu.

2	Click [image] to view the subdirectories on a drive.

3	Click [image] until the subheading Files appears.

4	Highlight a file, click [image], then choose OK.

or

Type wildcard characters to view the specific files you want.

See Also

All Categories

FastFind

Find-By-Connection

Find-By-Example

Finding Objects: The Big Picture

Watch quick tour of Finding Objects

Watch quick tour of Organizing Objects


Create or Edit Alpha or Numeric Field
Create or Edit Alpha/Numeric Field

Object Information, Setup Field, Add New Field, Alpha/Numeric, OK

Object Information, Alpha or Numeric Field, Setup Field, Field Properties, Alpha/Numeric, OK

Purpose

Use Alpha/Numeric Field Setup to create or edit the fields in the Object or Connection Information dialog box that use numbers and letters.  Alpha/Numeric fields are ideal for displaying titles, names, address information, numbers, or other text.  Note the wide range of options (listed below) that you can use to change the way text looks or behaves when in an Alpha/Numeric field.

Steps

1	Right-click any object in the Outline or Calendar View.

2	Right-click the field above the location where you want to add an Alpha/Numeric field, then choose Add New Field.

3	Choose Alpha/Numeric, type a name for the field, then choose OK.

4	Choose from the following options:

Write Contextual Help

Write Contextual Hint

Field Case

Field Entry Options

Field Initial Value Calculation

Field Template Format

Field Valid Range


Alphabetic Index

Tools, Alphabetic Index

Purpose

Use Alphabetic Index to select a category and list the objects in that category.  After the objects are listed, you can add objects one at a time to the Outline View.

Steps

1	Choose Alphabetic Index from the Tools menu.

2	Select the category whose objects you want to list.

3	Select the letter from the vertical list of alphabet letters.

or

Type the object's name (last name first) in the Item text box.

4	Select the desired object from the Item list box, then choose Add to View.

5	Select Close when you are finished adding objects.

or

Choose one of the following options for more information:

Create or Edit Category

Edit Object Information

See Also

Address Book

FastFind

Find-By-Connection

Find-By-Example

Finding Objects: The Big Picture

Watch quick tour of Finding Objects


Autodialing Long Distance with a Calling Card

Purpose

If you want to always use a calling card to dial long distance numbers, make the following settings in Telephone Preferences.

      	Note that InfoCentral currently only supports calling cards that call an Access number.  For those that begin with 0 and drop the Country Code, InfoCentral does not automatically do that for you.

Steps

1	Choose Preferences from the Edit menu, then choose Telephone.

or

Choose Telephone [image] on the Toolbar, choose Preferences, then choose Telephone.

2	Make sure the Country and Area/City Code text boxes are correct for your dialing area.

or

If you are taking InfoCentral on a notebook computer on a trip to another area code, change the Area/City code when you get there.

3	Skip the text boxes in the To Access an Outside Line area unless they also apply.

4	Select the Enabled check box in the For Long Distance or Calling Card Calls area.

5	Type your calling card's access number or the 800 number you use with your credit card in the Access number field, then choose OK.

If the card number is always entered after the phone number is dialed, then type it in the Card # text box.  If the card number is typed before the phone number is dialed, then include it as part of the Access #.  When dialing long distance numbers, InfoCentral dials the Access number first, the phone number, and then the Card number.

See Also

Autodialing Normal Phone Lines

Autodialing Office Extensions/Outside Lines

Autodialing Long Distance from Office with Card

Autodialing Long Distance with Access Code

Autodialing In-Area Toll Calls


iBases versus Databases

If you are familiar with database applications, you will find that WordPerfect InfoCentral follows a different paradigm, or model, for storing and retrieving information.  In a traditional database, the data is subordinate to the design, and you must view the data from the perspective set up by that design.  In InfoCentral, the design is subordinate to the data, and you view the data from its own perspective.  In other words, the data's relationship to other objects determines the view.

A database must be designed before data can be entered.  Database design requires anticipating all the information the user might need and allocating fields in a record form for all of that information.  A decision to track additional information after a database has been in use can require redesigning the database.

InfoCentral, on the other hand, uses an object-oriented paradigm. There are no "records" in the sense of a traditional database.  Data are entered as objects and then connected to each other.  Objects can be connected to an almost unlimited number of other objects with an almost unlimited number of connection descriptions.

The "design" of the iBase is completely dependent on the objects you add and the connections you describe.

Database applications let you generate reports to look at the data in different ways.  With InfoCentral, however, you simply use the options on the Find menu to get the view of data that you want, and then print it.

See Also

Exporting iBase Information: The Big Picture

Importing Data into iBase: The Big Picture

Using Content iBases

Using InfoPad

Using Tabs to Organize: The Big Picture

Using Template iBases

Watch quick tour of InfoCentral Basics

Watch quick tour of Finding Objects

Watch quick tour of Using Content iBases

Using InfoCentral: Getting Started


Attach Memo

Right-Click Object, Attach Memo

Purpose

Use Attach Memo to attach notes to objects and edit notes.  When an object has a memo attached to it, a memo icon [image] appears next to it.  You can attach memos to filename, drivename, and directory objects as well.

Memos are handy if, for example, you need to remind yourself of the contents of a particular file, or what to talk about when you call a person.

Steps

1	Right-click an object, then choose Attach Memo.

2	Type the memo, then choose OK.

See Also

Creating Related Files: The Big Picture

Watch quick tour of Creating Related Files


 Hint

If the description you want does not appear in the list, select {New Description}, then choose OK, type the new description, then choose OK again.


Create or Edit Calculation Field

Object Information, Setup Field, Add New Field, Calculation, OK

Object Information, Calculation Field, Setup Field, Field Properties, Calculation, OK

Purpose

Use a Calculation field to create a formula that is then calculated in a field.  The formula that you create can include field names (for example, Billing_Time) and system variables (for example, Sys_Date4$) and cannot exceed 128 characters.  Example

Steps

1	Right-click any object in the Outline or Calendar View.

2	Right-click the field above the location where you want to add a calculation field, then choose Add New Field.

3	Choose Calculation, type a name for the field, then choose OK.

4	Type the formula you want calculated in the field when you add an object with this field.

or

If you want the calculated results carried forward the next time you add an object with this field, Select Calculate Once When Object is Added, Then Carry Forward Fixed Value.

5	Choose OK.

See Also

System Date and Time Variables


Calendar Cut, Copy, Paste

Calendar Notes, Edit, Cut, Copy, or Paste

Purpose

Use Cut with Paste to move selected text or object, or use Copy with Paste to copy the selected object.  You can cut and paste text in fields.  You can cut and paste objects in the Outline View.

Steps

To cut or copy text or an object,

1	Select the text you want to cut or copy.

2	Choose Cut or Copy from the Edit menu.

To paste text,

1	Position the cursor in the text or list of objects where you want to insert the text or object.

or

Choose Notepad from the Tools menu, then position the cursor in the Notepad where you want to insert the text.

2	Choose Paste from the Edit menu.

See Also

Move Object To

Watch quick tour of Using Calendar


Calendar Date Differences

Calendar, Tools, Date Differences

Purpose

Use Date Differences to quickly calculate the number of days between two dates.  This is useful for calculating the amount of time between current and future events and appointments.

Steps

1	In the Calendar View, choose Date Differences from the Tools menu.

2	Type the Beginning Date and the Ending Date, then press the Tab key.

or

Enter a Beginning Date or an Ending Date, type a number in the Days Difference text box, then press the Tab key. Example

See Also

Change Current Viewing Date

Watch quick tour of Using Calendar


Create Import File

Purpose

Before you import a file, you need to create it.  InfoCentral accepts comma and tab delimited ASCII import files only.

Steps

1	Create an import file using a text editor, such as Windows Notepad.

or

Generate an import file from your database. Example

See Also

Begin Import

Check Import Summary

Check Import Completion

Create or Select Import Scenario

Import Categories

Importing Data into iBase: The Big Picture

Select Import File


Calendar Go To Features

Edit, Go To

Purpose

Use the Calendar Go To features to move to specific dates in the Calendar View.

Steps

1	Choose Go To from the Edit menu.

2	Choose from the following options:

     	Today

Go to the current day.

     	Date

Go to a specific day.

     	Next

Go to the next day, week, month, year, calendar item or page.

     	Previous

Go to the previous day, week, month, year, calendar item or page.

     	Scroll

Scroll the schedule up or down.

     	First Time

Go to the first time in the schedule.

     	Last Time

Go to the last time in the schedule.

See Also

Calendar Go To Today

Go To

Go To Date

Watch quick tour of Using Calendar


Calendar Go To Today

Edit, Go To, Today

Purpose

Use Go To Today to quickly return to the current day in the Calendar View.

Steps

1	Click Today [image] on the Toolbar.

See Also

Calendar Go To Features

Go To Date

Watch quick tour of Using Calendar


Calendar Notes for Day

View, Notes for Day

Purpose

Use Notes for the Day to move the insertion point to the Notepad while you are in the Calendar Day View or Week View.

Steps

1	Choose Notes for the Day from the View menu.

or

Select Notes on the Scheduler.

See Also

Watch quick tour of Using Calendar


Calendar Preferences

Calendar, File, Preferences, Calendar

Purpose

Use Calendar Preferences to change the time range and interval for the Calendar Day and Week Views, and for Today's Schedule when you display it in Outline View.

Steps

1	Choose Preferences from the Edit menu, then choose Calendar.

2	Specify a Beginning Time, Ending Time, and an Interval of 15, 30, or 60 minutes.

3	Choose OK.

See Also

Calendar Date Differences

Calendar Views

Elapsed Timer

Today's Schedule


Connect Objects to Objects on Other Tabs

Purpose

You can connect an object on one tab with an object on another tab.  For example, suppose that Marc Sabatini was listed on your InfoPad.  You can connect him with the Atlantic Metals company on the Calls to Make tab.

Steps

1	Select an object, then click Connect [image] on the Toolbar.

Note that the mouse pointer appears with the Connect icon [image].

2	Click another tab, find the object you want to connect to, then double-click the object.

See Also

FastFind


Previous Calendar View

Calendar, View, Previous View

Purpose

Use Previous View to see the last Calendar View that you had displayed.

Steps

1	Choose Previous View from the View menu.

See Also

Calendar Views

Previous Tab

Today's Schedule


Select Input File
Select Import File

File, Import, Data, Type Scenario Name, New Scenario, Add

Purpose

Use Import: Input File to select the file that contains the data you want to import into an InfoCentral iBase.

Steps

1	Choose Import from the File menu, then choose Data.

2	Type a scenario name, choose New Scenario, then choose Add.

3	Select the drive, pathname, and directory that contains the import file you want to use.

You can click the List Files of Type drop-down list to quickly list all files in the current directory that are comma-separated ASCII (.CSV) or tab-separated ASCII (.TAB) files.

See Also

Begin Import

Check Import Summary

Check Import Completion

Create Import File

Create or Select Import Scenario

Exporting iBase Information: The Big Picture

Import Categories

Import Preferences

Importing Data into iBase: The Big Picture

Match Import Fields

Select First Import Receiving Category

Select Second Import Receiving Category


ASCII (def)
ASCII

American Standard Code for Information Interchange.  One of the standard formats for representing characters on a computer.


Calendar Tool

Calendar View, Add, Event, OK, Calendar Tool

Object Information, Calendar Tool

Connection Information, Calendar Tool

Purpose

Use Calendar Tool to specify the date you want to insert into the date field in the Object Information dialog box.

Steps

1	From the Object Information or Connection Information dialog box, click [image].

2	Click the date you want to insert into the date field, then choose OK.

or

Choose from the following options:

     	Today

Enter the current date.

     	<< >>

Move to a different month, then click a date.

     	Go To

Type the date you want to go to.

See Also

Change Current Viewing Date

LazyKeys

Using Calendar: The Big Picture


Example (def)
Example

If you enter 1/5/94 as a Beginning Date and 500 in the Days Difference text box, then press the Tab key, 05/20/95 appears in the Ending Date text box.


Calendar Views

Calendar, View, Day, Week, or Year View

Purpose

Use the Calendar Day, Week, and Year Views to look at your schedule from different viewpoints.

Steps

1	From the Calendar View, click Day [image] to see today's schedule.

or

Click [image] to see the schedule for the week.

or

Click [image] to see a view of the entire year.

See Also

Previous Calendar View

Today's Schedule


Using Calendar: The Big Picture

Purpose

Use the Calendar to organize your time, schedule events, your tasks, and to keep track of your life.

Choose from the following options for more information.

     	Change Calendar View

How to switch to the three different calendar views, including Day View, Week View, and Year View.

     	Go To Today

How to display the calendar view for today if you are at a different date.

     	Go To Specific Date

How to go to exactly the date you want in the calendar.

     	Add an Event Object

How to schedule an event, such as a meeting or appointment.

     	Add Task Object

How to note and prioritize tasks.

     	Connect Events to Participants and Locations

How to include participants in meetings, and connect events with locations.

     	Delegate Tasks by Connecting

How to assign tasks to others.

     	Calculate Date Differences

How to calculate the difference between two dates.

     	Set Calendar Preferences

How to change the time interval that is displayed in the calendar view.

     	Set Alarm Notify Preferences

How to change the type of alarm sound, duration, and repeat options.

     	Print Calendar

How to print the information in your Calendar.

See Also

Watch quick tour of Using Calendar


Adding and Managing Tasks: The Big Picture

Purpose

You can prioritize the tasks you add to your calendar.  Uncompleted tasks are carried to the next day.

Choose from the following options for more information.

     	Add Task Object

How to add a task object.

     	Prioritize Tasks

How to prioritize your tasks.  You can select from the six pre-defined priority levels, or create more levels.

     	Delegate Tasks

How to connect a task to a person.

     	Delete Tasks

How to delete tasks and other objects.

     	Undelete Tasks

How to select from the last several objects that have been deleted.

See Also

Watch quick tour of Using Calendar


Create or Edit Category

Add, Setup Category or New Category

Edit, Categories, Setup Category or New Category

Purpose

Use Setup Category to create, edit, or delete a category.  You can also restrict category access.

      	You cannot change the category type for an existing category.  If you delete a category, any objects within the category are also deleted.

Steps

1	Type the new category name in the Category Name text box.

2	Select from the following category classes, then choose OK.

     	Person

People are people no matter what their relationship is to you or to other objects.  Don't categorize a person as a "Father" or "Brother-in-Law."  Such labeling belongs on the connection description between people.

     	Organization

Use for a business, an institution, a religious organization, an association, a league, a society, or a corporation.

     	Place/Thing

Use for possessions, property, projects, locales, monuments, material, elements, matter, substances, cloth, dry goods, fabric, textiles, data, facts, figures, and so on.

     	Event

Use for any event, usually with a beginning and ending time.  For example, appointments, meetings, classes, lectures, sermons, concerts, natural events (such as an eclipse), and so on.

     	Task

Also known as a "To Do" item, use for any assignment, duty, chore, job, errand, commission, mission, trust, or responsibility that you need to accomplish by a certain date.

     	Not Specified

Use this class when you can't decide how to categorize at this time.

     	Private Category

If you want to restrict access to the category, select Private Category.

     	Display Color

Choose a display color from the Display Color list box, then choose OK.

See Also

Add New Object

Connect Object

Create or Edit Connection Description


Move Field

Object Information or Connection Information, Setup Field, Move

Purpose

Use Move Field to move a field in the Object Information dialog box.

Steps

1	Select a field in the Object Information or Connection Information dialog box.

2	Right-click the field, then choose Move.

or

Choose Setup Field, then choose Move.

3	Use the Up and Down Arrow keys to select another location for the field.

4	Press Enter.

See Also

Select Different Field


Change Current Viewing Date

Edit, Preferences, Viewing Date

Purpose

Use Change Current Viewing Date to specify the date that is used when displaying connection descriptions.  After changing the Viewing Date, you will need to collapse and re-expand the connections of an object to see the effects of the new Viewing Date. Example

Steps

1	Choose Preferences from the Edit menu, then choose Viewing Date.

2	Type the new date.

or

Choose Today to set Viewing Date to the current date.

3	Choose OK.


check box (def)
check box

A small box next to an option in a dialog box.  Clicking an empty check box selects the option; clicking a marked check box deselects the option.


Check In Remote iBase

File, Remote, Check In

Purpose

Use Check In to check in the remote edition of an iBase.  You can have only one remote copy of an iBase.

Steps

1	Choose Open from the File menu, then select the host edition of the iBase you are checking in.

2	Choose Remote from the File menu, then choose Check In.

3	Choose OK.

See Also

Abandon Remote iBase

Check Out Remote iBase

Reconcile Differences

Using Remote iBases: The Big Picture


Check In Remote iBase: Reconcile Differences

File, Remote, Check In

Purpose

As you check in a remote iBase to the host iBase, there may be differences in one-way or two-way connection descriptions or information, or differences in object information.  Use Difference in Objects or Connections Detected to reconcile these differences.

Steps

1	Choose Remote from the File menu, then choose Check In.

2	Specify the directory and filename of the remote iBase, then choose OK.

3	Choose from the following options:

     	Cancel Check-In

Quit the check in process.

     	Accept Host

Use the information as specified in the host edition.

     	Accept Remote

Use the information as specified in the remote edition.

     	Info

Edit the host or remote edition information for the object or connection.

See Also

Abandon Remote iBase

Check In Remote iBase

Check Out Remote iBase

Using Remote iBases: The Big Picture


Check Out Remote iBase

File, Remote, Check Out

Purpose

Use Check Out to create a remote edition of an iBase.  You can check out only one remote edition.  When you are finished with a remote edition, you can check it back in to the host edition and blend the changes.

Steps

1	Choose Remote from the File menu, then choose Check Out.

2	Type your name, then type the complete path and name for the remote iBase.

3	Choose OK.

See Also

Abandon Remote iBase

Check In Remote iBase

Reconcile Differences

Using Remote iBases: The Big Picture


Create or Edit Check Box Field

Object Information, Setup Field, Add New Field, Check Boxes, OK

Object Information, Check Box Field, Setup Field, Field Properties, Check Boxes, OK

Purpose

Use Check Box fields to set up selectable options in the Object or Connection Information dialog boxes.  For example, suppose you want to note the favorite ice cream of all the people in your iBase.  You could set up a check box for each popular flavor, then select those flavors that apply to a given person.

Steps

1	Right-click any object in the Outline or Calendar View.

2	Right-click the field above the location where you want to add a Check Box field, then choose Add New Field.

3	Choose Check Box, type a name for the field, then choose OK.

4	Type a description in the Description text box for each Check Box.

5	If you want a Check Box to be selected as the default, select Default for that Check Box.

6	Choose from the following options:

Write Contextual Help

Write Contextual Hint

See Also

Create or Edit Alarm Notification Check Boxes

Customizing Fields: The Big Picture


Using Remote iBases: The Big Picture

Purpose

Remote makes it possible for two people to work in the same iBase at the same time, then blend their changes.

The following tasks illustrate the process of using a remote iBase.

Check Out Remote iBase

Check In Remote iBase

Reconcile Differences

Abandon Remote iBase


Calendar Edit Menu

Purpose

Use the options on the Calendar Edit menu to undo the most recent action; cut, copy, and paste text; go to specific dates; and set preferences.

Choose from the following options for more information.

Undo

Cut

Copy

Paste

Alarm Notification Preferences

Calendar Preferences

Go To

See Also

Customize Menu

Customize Menu Bar

Customize Menu Hot Key

Load Menu System


Clear Line, Clear View, Clear to End

Select Object, Clr Line

Clr View

Select Object, List, Clear to End

Purpose

Use Clear Line, Clear View, and Clear to End to clear a single object and its immediate connections, clear all objects from the entire Outline View, or clear the currently selected object plus all objects below it.

Steps

To clear a single object and its displayed connections,

1	Right-click the object, then choose Clear Line.

or

Select the object, then click Clr Line [image] on the Toolbar.

To clear all objects from the Outline View,

1	Click Clr View [image] on the Toolbar.

To clear the selected object and all objects below it in the list,

1	Choose Clear to End from the List menu.

See Also

Collapse Connections

Expand Connections

Watch quick tour of Organizing Objects


Autodialing Long Distance with Calling Card at the Office

Purpose

If you always use a calling card to dial long distance numbers from a PBX type system, make the following settings in Telephone Preferences.

Steps

1	Choose Preferences from the Edit menu, then choose Telephone.

or

Choose Telephone [image] on the Toolbar, choose Preferences, then choose Telephone.

2	Make sure the Country and Area/City Code text boxes are correct.

or

If you are taking InfoCentral on a notebook computer on a trip to another area code, change the Area/City code when you get there.

3	Skip the text boxes in the To Access an Outside Line area unless they also apply.

4	Select the Enabled check box in the To Access an Outside Line group box.

5	Type the numeric sequence required to get the outside line in the First Dial text box.

Many PBX systems require you to dial a 9 to get the outside line.  For example, type 9, (the number 9 plus a comma) in the First Dial text box. Commas are interpreted as pauses, which often makes the interface between modem and PBX work better.

6	Type the prefix number in the Internal PBX Prefix of text box and the number of digits you want dialed in the Dial Last Digit text box.

For example, suppose all phone numbers in your PBX are identified by a prefix (for example, "222"), but to other employees your extension is 25000.  Type 222 in the Internal PBX Prefix of text box and 5 in the Dial Last Digit text box.  When you dial other employees, the 22 will not be used.  When you dial any other number in your iBase that does not begin with 222, the First Dial sequence (9) will be attached before the phone number, even if it is long distance.

7	Type your calling card's access number or the 800 number you use with your credit card in the Access number field, then choose OK.

If the card number is always entered after the phone number is dialed, then type it in the Card # text box.  If the card number is typed before the phone number is dialed, then include it as part of the Access #.  As a general rule, using the calling card is enough for accounting and an additional accounting code is not necessary.  Telephone options are used in the following order when dialing a long distance number:

First Dial

Access #

Country Code

Area/City Code

The Phone Number (from Object Information)

Card #

Account #

See Also

Autodialing Normal Phone Lines

Autodialing Office Extensions/Outside Lines

Autodialing Long Distance with a Calling Card

Autodialing Long Distance with Access Code

Autodialing In-Area Toll Calls


Outline View Buttons (def)
Outline View Buttons

Expand connections.  For example, click this button to display connected objects.

Collapse connections.  For example, click this button to remove connected objects from the view.

No further connections exist.

Open an OLE object.  For example, a graphic that you have created in Windows Paintbrush.


Collapse (def)
collapse

Collapsing an object removes other objects connected to it from the displayed list.  The [image] button indicates that an object can be collapsed.


Collapse Connections

List, Collapse or Collapse All

Purpose

Use Collapse to remove from the Outline View all connected objects and files displayed beneath an object.  Use Collapse All to collapse all subordinate objects.

Steps

1	Select the object you want to collapse.

2	Click [image] next to the object.

or

Press the minus (-) key.

or

Choose Collapse or Collapse All from the List menu.

See Also

Expand Connections

Watch quick tour of Organizing Objects


Connect Multiple Objects

Select Object, Object, Connect Multiple, Double-click Other Objects

Purpose

Use Connect Multiple Objects to relate and describe the assocation between multiple objects.  You can connect objects located on different tabs.

Steps

1	Select an object on the Display List.

2	Choose Connect Multiple from the Object menu.

3	Double-click the object you want to connect to the object you selected in step 1.

4	Select the desired connection description, then choose OK.

or

If the description you want is not displayed, choose New Description, type the new description, then choose OK.

You may be asked to enter starting and ending dates.  Choose OK to finish connecting the object.

5	Choose Yes to continue connecting objects.

or

Choose No return to the Outline View.

See Also

Create or Edit Connection Description

Watch quick tour of Adding and Connecting


Connect Object
Connect Objects

Right-Click Object, Connect, Double-click Other Object

Drag and Drop Object on Another Object

Purpose

Use Connect Objects to relate and describe the association between two objects.  You can connect objects located on different tabs.

Steps

1	Select an object on the Outline View.

2	Click Connect [image] on the Toolbar.

Note that when Connect mode is on, the mouse pointer has the Connect icon [image] next to it.  You can click [image] again to turn it off.

3	Double-click the object you want to connect to the object you selected in step 1.

4	Select a connection description, then choose OK.

or

Choose New Description, type the new description, then choose OK.

5	Specify starting and ending dates (if necessary).

See Also

Add New Objects

Connect Multiple Objects

Watch quick tour of Adding and Connecting


Clipboard (def)
Clipboard

An area of memory where text and graphics are stored after being cut or copied, to await further action.  The item remains on the Clipboard until you cut or copy another item or until you exit the operating system or turn off your computer.


constant (def)
constant

A value that does not change.


Connecting Objects: The Big Picture

Purpose

You can connect two objects, connect multiple objects, or connect objects between tabs.  When you connect objects, you can select or create a connection description and add information to the connection.

Choose from the following options for more information.

     	Connect Objects

How to connect two objects in the Outline View or Calendar View.

     	Add Information to Connection

How to place information on a connection.

     	Edit Connection Information

How to edit the information you have added to a connection.

     	Edit Connection Description

How to select a connection description for an object, or create your own.

     	Connect Multiple Objects

How to connect one object with several other objects.

     	Connect Objects to Objects on Other Tabs

How to connect an object that is displayed on one tab with an object listed on another tab.

See Also

Watch quick tour of Adding and Connecting


connection (def)
connection

A relationship between objects.  Connections describe the relationship and store information pertinent to the relationship.


View Menu in Calendar

Purpose

Use the options on the Calendar View menu to change the Calendar view, get notes for the day, see a tab index, go to the previous view or tab, and see the contents of the trash can.

Choose from the following options for more information.

Day View

Week View

Year View

Notes for Day

Tab Index

Previous View

Previous Tab

Trash Can

See Also

Customize Menu

Customize Menu Bar

Customize Menu Hot Key

Load Menu System

Using Calendar: The Big Picture


Calendar Object Menu

Purpose

Use the options on the Calendar Object menu to add and delete calendar objects, get information about them, and attach memos to them.

Choose from the following options for more information.

Add

Information

Delete

Attach Memo

See Also

Customize Menu

Customize Menu Bar

Customize Menu Hot Key

Load Menu System

Using Calendar: The Big Picture


Create or Edit Connection Description

Right-Click Object, Connect, Double-Click Another Object, New Description

Purpose

Use Setup Connection Description to edit or create new one-way or two-way connection descriptions.

Steps

1	Right-click an object, choose Connect, then double-click another object.

or

Choose Connections from the Edit menu, then select the categories between which you want to create or edit connections.

2	Select a connection description from the list box, then choose Setup Description.

or

Choose New Description.

3	Type a one-way or two-way description.

4	If this is a family relationship, select the Family relation check box.

5	If available, choose from the following options:

     	Add to View

Add all objects to the Outline View that use the selected connection description.

     	Count

Count the number of connections that use the selected connection.

     	Delete

Remove a connection description from the iBase.

See Also

Create or Edit Category

Create or Edit Tab


Calendar Tools Menu

Purpose

Use the options on the Calendar Tools menu to dial phone numbers, calculate differences in dates, use the notepad and LazyKeys, lookup area codes, states, and countries, and use the elapsed timer.

Choose from the following options for more information.

Telephone

Date Differences

Lazykeys

Lookup Area Codes

Lookup States

Lookup Countries

Elapsed Timer

See Also

Customize Menu

Customize Menu Bar

Customize Menu Hot Key

Load Menu System

Using Calendar: The Big Picture


Field Case

Object Information, Setup Field, Select Field Type, OK

Purpose

Use Case to specify the case of the text that is entered into a field.

Steps

1	Choose from the following options:

     	As Entered

Leave letters in the case they are entered in.

     	Capitalized

Capitalize the first letter of a word.

     	UPPER

Capitalize all letters in the word.

     	lower

Make all letters in the word lowercase.


 Hint

When entering a new piece of information, do you think "I want to enter a person named Marc Sabatini" or "I want to enter Marc Sabatini, who is a person"?  The default Add New Object setting lets you categorize, then name.  However, if you prefer to name and then categorize new information, select Enter Info, then Select Category in Add Preferences.


Create or Edit Connection Field

Object Information, Setup Field, Add New Field, Connection, OK

Object Information, Connection Field, Setup Field, Field Properties, Connection, OK

Purpose

Use Connection Field Setup to create or edit a Connection field.  For example, you can connect a field to a category and list those categories that are related to the object.

Steps

1	Right-click any object in the Outline or Calendar View.

2	Right-click the field above the location where you want to add a Connection field, then choose Add New Field.

3	Choose Connection, type a name for the field, then choose OK.

4	Select a category in the Connect To Category list box.

5	Select a category in the right list box (the category that is related to the object).

6	Specify a maximum height for the field in the Maximum Height of Connection Field text box.

7	Select Indexed List (Using Alpha/Numeric Buttons) if you want to list the items in the field alphabetically.

See Also

Customizing Fields: The Big Picture

Define the Relationship


Connection Preferences

Edit, Preferences, Connections

Purpose

Use Connection Preferences if you want to be prompted to type connection information after connecting objects and if you want to be prompted to make connections after adding an object.  You can also group connections by class when you expand them.

Steps

1	Choose Preferences from the Edit menu, then choose Connections.

2	Select the check boxes for those objects that you want to be prompted for.

3	Select the last two options if you want to be prompted to connect a new object to existing objects and if you want to group connections by Person, Organization, Place/Thing, or Event.

4	Choose OK.

See Also

Display Preferences


Select Categories to Edit Connections

Edit, Connections

Purpose

Use Setup Connection to select the two category types between which you want to create or edit a connection description, to delete a connection description, or to view the setup of an existing connection description.

Steps

1	Choose Connections from the Edit menu.

2	Choose the group of connection descriptions you want to create, edit, or view by selecting the two object category types that use that group of connection descriptions.

Note that the Files and any object selection lets you create, edit, or view the connection descriptions between files and objects.

3	Choose OK.

See Also

Create or Edit Connection Description

Describe Connection


Connections Exist

Connect Already Connected Objects

Purpose

This dialog box appears as a reminder that you have already connected the objects you are trying to connect.

Steps

1	Connect two objects that already have one or more connections between them.

2	Choose New Connection.

3	Choose Connection Info to see information about the current connection.

See Also

Create or Edit Connection Description


Contents of Trash Can
Undelete

Object, Trash Can

Purpose

Use the Trash Can to retrieve items you have deleted and empty the Trash Can.  You can undelete any of the last several objects you have deleted.

Steps

To restore a deleted item,

1	Choose Trash Can from the View menu.

2	Select the item you want to restore to the object list, then choose Undelete.

To empty the trash can,

1	Choose Trash Can from the View menu, then choose Empty Trash.

2	Choose Proceed to empty the trash can.

or

Choose Cancel to empty the trash can at a later time.

See Also

Housekeeping


Copy File

Right-Click File Object, Object Information, Copy

Purpose

Use Copy File to copy a file object to another directory or drive.

Steps

1	Select a file object.

2	Choose File Properties from the File menu, then choose Copy.

3	Specify the pathname and directory where you want to copy the file.

4	Choose OK.

See Also

Delete File

Edit File Properties


Copy To Clipboard

Select Object, Edit, Copy

Purpose

Use Copy to Clipboard to copy an object to the Windows Clipboard and specify an object related to that object.  You can then paste the object(s) elsewhere.

Steps

1	Select an object.

2	Click [image] on the Toolbar.

3	Select a related object from the list box, then choose OK.

4	Go to another location (such as another tab), then choose Paste from the Edit menu.

See Also

Paste


Create Directory

File, File Properties, Create Directory

Purpose

Use Create Directory to create a new directory.

Steps

1	Choose File Properties from the File menu, then choose Create Directory.

2	Type the name of the new directory in the text box, then choose OK.

See Also

Delete Directory

File Display Settings

Rename Directory


Describe Relate File
Describe Related File

Right-Click Object, Create Related File, Select a Related File Type, OK, Select Organization or Person, OK

Purpose

Use Create Related File if you want a description to appear next to a related file object in addition to the file's regular information.  For example, if the file type is Letter, you could describe it as "Letter to Mom and Dad."

Steps

1	Type a description in the Description text box, then choose OK.

See Also

Edit File Properties

File Display Settings


Create Related File: Advanced Options

Right-click Object, Create Related File, New Type or Setup Type, Advanced

Purpose

Use Advanced Setup Options to customize the way a related file is created when your application starts.

      	If you specify a prototype (or template) filename, you will need to alter the keystrokes you send to the application.  Click on the Hint icons below for more information.

Steps

1	Right-click an object, then choose Create Related File.

2	Select a related file type, then choose Setup Type.

or

Type a new related file type, then choose New Type.

3	Select an application (and location) for the file type.

4	Choose Advanced, then choose from the following options:

     	Command Line

Specify the location of the application that you will use to create the related file.  The command line contains a drive, directory name, and program name.  For example, C:\WPWIN60\WPWIN60.EXE or C:\WINDOWS\PBRUSH.EXE.  Use the Browse button to search your disk for a program.

     	Prototype Filename

Specify a template file that you want to use every time you create this related file type.

     	Working Directory

Specify a working default DOS directory for the application that is set before the application is launched.  When this is not filled in then the directory where the program is launched from is used.  Many programs require that the working directory be set to the directory where the program is launched from.  When in doubt, leave this text box empty.

     	Data File Directory

Specify a directory where you want to store related files of this type.  For example, if you have a related file type called "Memos," then you could specify C:\DOCUMENTS\MEMOS as the location.

     	Data File Extension

Specify an extension for the related file.

     	Instance Filename

Quickly switch to the application instead of restarting it if it is already running.  You can use this option only if an application supports multiple instances.  Smaller applications, such as Notepad and Windows Write, do.  Larger applications don't.

     	Send Default Text Via

Specify how the default text specified in the Default Text is sent to the application.  Send text via the Windows Clipboard, and ASCII text file, or choose not to send text.  When text is sent via the Windows Clipboard, it is pasted into the application by the paste/Clipboard accelerator key for that application.

This pasting is specified in the Keystrokes to Send to the Application option.  When the default text is sent via a plain ASCII text file, the name of the file is usually passed to the application on the application launch command line.

     	Always Launch New Instance

If an application is already running, this setting will not switch to it, but start a new instance of the application, thus letting you work with several smaller applications, such as Windows Notepad or Paint Brush, simultaneously.  Larger applications do not support multiple instances and will report an error if you try to launch additional instances of them once they're already running.

     	Pass Filename on Command Line

Specify whether or not the text file created when the Send Default Text Via option is set to Text File, is passed on the command line when the application is launched.

     	Keystrokes to Send to the Application

Specify the keystrokes unique to your application that you want to invoke when the application starts.

See Also

Create or Edit Related File Type

Creating Related Files: The Big Picture

Extracting Field Information to Insert in Related File

How a Related File is Created

Select a Related File Type

Specify Default Text and Variables

Watch quick tour of Creating Related Files


Create Related File: Create or Edit File Type

Create a Related File, New Type or Setup Type

Purpose

A Related File Type is the set of instructions that is sent to an application when it starts to create a related file.  Use Setup File Type to create, edit, or delete a related file type.  For example, you can name or rename the file type (for example, Letter, Spreadsheet, or Graphic), specify or re-specify an application, and set up a connection description that will describe the file and the object you connect it to.

Steps

1	From the Create a Related File dialog box, select a file type then choose Setup Type.

or

Type a new file type name, then choose New Type.

2	Verify or re-specify the type of the file in the File Type text box.

or

If you want to delete the file type, choose Delete.

3	Select an application from the Windows Application drop-down list.

or

If the application does not appear in the list, scroll to the top of the list and select {Custom Setup}.

When you choose OK, you will be asked to provide information about the application.

4	Select Prompt for Related Person/Organization if you want to be prompted to include the information from related people or organizations during the creation of a related file.

5	Select a connection description from the Connection Description drop-down list.

6	If you want to delete a related file type, highlight the name of the type, then choose Delete.

7	Choose from the following advanced Related File options, or choose OK:

Change Location of Related Files

Send Text and Variables to Application

Extract Field Information for Related File

Turn On Features When Application Starts

Open a Template When Application Starts

Include Related Person or Organization

See Also

Creating Related Files: The Big Picture

Edit File Properties

How a Related File is Created

Watch quick tour of Creating Related Files


Create Related File: Create or Edit Default Text

Right-click Object, Create Related File, New Type or Setup Type, Default Text

Purpose

Use Setup Default Text to create or edit the text that will be placed into each new related file that you create.  To quickly insert pre-defined text and variables, use the Description, Address Block, or Standard Letter buttons.  You can type the text you want typed automatically in every new related file.  You can also specify variables that represent the field information you want extracted and placed in every new related file.

Steps

To quickly insert pre-defined related file text,

1	Right-click the object you want to create a related file for.

2	Highlight the Related File type that you want to use, choose Setup Type, then choose Default Text.

or

Choose New Type, type a description, choose OK, then choose Default Text.

3	Choose from the following options, then choose OK:

     	Description

Insert the file description into the file.  For example, if you type "Memo to all employees" as the description of a related file, choosing Description inserts the @@FileDesc@@ variable, which will insert this description into the related file.

     	Address Block

Inserts field variables that will extract a person's name, his title at a company, the company name, and address information.  InfoCentral places this information in the resultant related file.

     	Standard Letter

Inserts the standard letter format, including today's date, the standard address block, a RE: notation, "Dear" and "Sincerely," your name, your initials and your assistant's initials ("wpi" for WordPerfect InfoCentral), and the name of the file so you can locate it later.

To customize related file text and variables,

1	Follow steps 1 and 2 above.

2	Change the text after you have used one of the three options used in step 3 above.

For example, type "RE:" before the @@FileDesc@@ Description variable so that something such as "RE: Memo to all employees" appears in the related file.  Or, cut ##Address_Block## to the Clipboard (Ctrl+X), then paste it (Ctrl+V) below the $$Object_Desc$$ to produce a different result.  You can rearrange the text and variables any way you want.

3	Choose from the following for more information about customizing related file text and variables, then choose OK:

Extract Field Information for Related File

Learn About Proper Text and Variable Notation

Insert Standard Related File Variables

Insert System Date and Time Variables

See Also

Creating Related Files: The Big Picture

How a Related File is Created

Select Field Object

Watch quick tour of Creating Related Files


Create Related File: Select Related Person or Organization

Setup File Type (Prompt for Related), Create a Related File, OK

Purpose

If you are attaching a document to an organization, use Create Related File: Select Person to select a related person that has information (such as an address or phone number) that you want to extract and insert into a related file.  If you are attaching a document to a person, use Create Related File: Select Organization to select a related organization that has information that you want to use in the related file.

      	To extract information from related persons or organizations into a related file, the Prompt for Related Person/Organization setting, found on the Setup File Type dialog box, must be turned on.

Steps

To include a related organization,

1	Highlight the person to whom you want to connect a related file, then choose [image] from the Toolbar.

2	Highlight the related file type that you want to use to create the related file, then choose Setup Type.

or

Choose New Type to setup a new related file type.

3	Select Prompt for Related Person/Organization and make any other settings you want for the related file type, then choose OK.

4	Choose OK on the Create Related File dialog box.

5	Select an organization from the Select an Organization list box.

or

Choose Select a Different Organization, then double-click an organization listed in the Outline View.

or

Select No Related Organization, then choose OK.

6	Type a description for the related file, then choose OK.

To include a related person,

1	Follow steps 1 through 4 above, except highlight an organization.

2	Select a person from the Select a Person list box, then choose OK.

or

Choose select No Related Person, then choose OK.

or

Choose Home Address to use the person's address rather than the address of the organization.

3	Type a description for the related file, then choose OK.

See Also

Create or Edit Connection Description

Create or Edit Related File Type

Select a Related File Type

Select Related Organization

Watch quick tour of Creating Related Files


Creating Related Files: The Big Picture

Purpose

Use Create Related Files to easily create the documents, graphics, or spreadsheets that you want to connect to objects.  You personalize (or select) the applications you want to use to create related files the first time you use this feature.

Select one of the following options for more information about creating related files:

     	How a Related File is Created

What happens when a related file is created and how the related file is named automatically for you.  Also learn why proper file extensions and names are essential.

     	Personalize Your Applications

How to set up your applications the first time you use the Create Related File feature so they are started automatically later.

     	Locate Applications

How to tell InfoCentral where the applications that you plan to use for creating related files are located.

     	Select Related File Type

How to select one of the default related file types (such as Document, Letter, or Graphic), which include pre-defined settings that enable you to create related files quickly.

     	Describe Related File

How to give the related file a description that will appear in the Outline View when it is connected to an object.

     	Expand to See Related File

How to expand an object's connections so you can see the related file you just connected to it.

     	Create or Edit Related File Type

Learn what a "related file type" is and how to create a new one or customize an existing one; for example, name or rename the file type, specify a new application, change an application, describe the connection between the related file and the object you connect it to, prompt for related people or organizations, or delete a file type.

     	Related File Advanced Options

How to change the location of where related files are stored, turn on certain features automatically when your application starts, change related file extensions, and control how your application starts and runs.

     	Setup Default Text

How to type text automatically when your related file application starts; how to use system and field variables that insert the current date and time or extract information from fields.

     	Include a Related Person or Organization

How to extract information from the people or organizations that are connected to the people or organizations to which you are connecting a related file.

See Also

Watch quick tour of Creating Related Files


Customize Menu Hot Key

Edit, Preferences, Menu, Customize Hot Key

Purpose

Use Customize Menu Hot Key to assign the Hot Key function to a key.  The default Hot Key is F12.

      	Don't map the Hot Key function to a key that has already been assigned a shortcut key function.  Check the settings in the Assign Accelerator Key feature.

Steps

1	Choose Preferences from the Edit menu, choose Menu, then Customize Hot Key.

2	Type the key.

3	Choose OK.

See Also

Customize Menu

Customize Menu Bar

Load Menu System


Customizing Fields: The Big Picture

Purpose

You can create, edit, or delete the information fields in the Object Information or Connection Information dialog boxes.  Many fields let you add special options, such calculates values in fields automatically.

Choose from the following options for more information.

     	Object or Connection Information

How to display the information fields that you can customize.

     	Select Different Field

How to select a field so you can move, rename, delete, or edit it.

     	Delete Field

How to remove the field you select.

     	Undelete Field

How to record any of the last several fields you have deleted.

     	Add New Field

How to add any of 10 different field types, including check boxes, radio buttons, telephone, memo, and titles for a group of fields.

     	Edit Field

How to rename a field, change a field's special options, and write helps and hints for the field.

     	Move Field

How to move a field to another location on the dialog box.

     	Zoom or Unzoom Field

How to change the viewing size of the Object Information or Connection Information dialog boxes.


Customizing Menus: The Big Picture
Customizing My Menus: The Big Picture

Purpose

You can customize the InfoCentral menu bar and menu items.  Menu settings are stored in the WPICMENU.MNW file.  Before you customize a menu, you should copy this file to a different directory for safe keeping.

Choose from the following for more information.

     	Customize Menu Hot Key

How to change the key that activates the Customize Menu and Menu Bar features.

     	Customize Menu

How to create or edit menu items on a menu (such as Clear Line on the List menu).

     	Customize Menu Bar

How to create or edit menu bar items (such as the File menu).

     	Assign Accelerator Keys

How to personalize shortcut keys to features on menus.

     	Perform Built-In Commands

How to execute InfoCentral's many pre-defined commands.

     	Launch Programs from Menus

How to execute other applications from the menu items you create or edit.

     	Sprout New Menu

How to create new menus or cascading menus.

     	Load Menu System

How to choose the file that contains the menu structure that you have customized.


Cut

Edit, Cut

Purpose

Use Cut to remove text or objects.  You can use Paste to retrieve cut text or objects.

Steps

1	Select the object or text you want to cut.

2	Click [image].

See Also

Copy to Clipboard

Paste


Create or Edit Date Field

Object Information, Setup Field, Add New Field, Date, OK

Object Information, Date Field, Setup Field, Field Properties, Date, OK

Purpose

Use Date fields to display dates.  You can choose to display a date in several different formats using system date variables.

Steps

1	Right-click any object in the Outline or Calendar View.

2	Right-click the field above the location where you want to add a Date field, then choose Add New Field.

3	Choose Date, type a name for the field, then choose OK.

4	Choose from the following options:

Write Contextual Help

Write Contextual Hint

Field Entry Options

Field Initial Value Calculation

Field Range

5	Choose from the following options unique to Date fields:

     	Expanded Date

Display the expanded, spelled out version of the date (for example, "Saturday, April 9th, 1993").

     	Elapsed Timespan

Display the elapsed time between today and the date (for example, "3 years 9 months 12 days ago").

See Also

Customizing Fields: The Big Picture


Date Not Understood

Object Information, Date Field, Invalid Date, OK

Purpose

This dialog box appears if the date you have specified is not in a format that InfoCentral recognizes.

Steps

1	Choose OK and respecify the date.

See Also

Calendar Tool


Daylight Saving Time Preferences

Edit, Preferences, Daylight Saving Time

Purpose

Use Daylight Saving Time to specify the beginning and ending dates for Daylight Saving Time.

Steps

1	Choose Preferences from the Edit menu, then choose Daylight Saving Time.

2	Specify the Start and Stop date for the time changes.

3	Choose OK.

See Also

Calendar Preferences


Delete Menu Line

Menu with Line, Customize Menu Hot Key (F12), Delete the Adjacent Ruled Separator

Purpose

Use Delete Adjacent Ruled Separator to remove the lines that appear above or below a menu item (for example, the lines on the View menu above or below the Sort the List menu item).

Steps

1	Highlight a menu item that has a line above or below (or both above and below).

2	Press the Customize Menu Hot Key (F12).

3	Choose Delete the Adjacent Ruled Separator.

4	If the menu item has a line above or below it, select Previous Line or Next line, then choose OK.

See Also

Customize Menu

Customize Menu Bar

Customize Menu Hot Key

Load Menu System


copy (def)
copy

To duplicate text and place it on the Clipboard.


Delete Connection

Right-Click Connection Description, Delete

Purpose

Use Delete Connection to delete the currently selected connection description in the Outline View.  Deleting a connection only unconnects two objects; it does not delete the connection description.

Steps

1	Select a connection description between two objects.

2	Click [image] on the Toolbar.

3	Choose Delete.

See Also

Delete File

Delete Directory

Delete Object


Delete Directory

Right-Click Directory Object, Delete

Purpose

Use Delete Directory to delete the currently selected directory.

Steps

1	Select a directory object from the Outline View.

Directory objects have a [image] icon next to them.

2	Right-click, then choose Delete.

3	Make sure you want to delete the directory, then choose Delete.

See Also

Delete File

Delete Object

Delete Connection


Delete Field

Object Information or Connection Information, Setup Field, Delete

Purpose

Use Delete Field to remove a field from the Object Information or Connection Information dialog box.

Steps

1	Select a field in the Object Information or Connection Information dialog box.

2	Right-click, then choose Delete.

See Also

Field Trash Can

Move Field

Select Different Field


Delete File

Right-Click Filename Object, Delete

Purpose

Use Delete File to delete the currently selected file object.

Steps

1	Select a file object in the Outline View.

File objects have a [image] icon next them.

2	Right-click and choose Delete.

3	Choose Delete or Shred.

See Also

Delete Connection

Delete Directory

Delete Object


cut (def)
cut

To remove text and place it on the Clipboard.


Delete Object

Right-Click Object, Delete

Select Object, Delete

Purpose

Use Delete Object to move an object from the Outline View to the Trash Can.  Only objects can be placed in the Trash Can.  When you want to undelete an object, you can restore it from the Trash Can.

Steps

1	Right-click an object, then choose Delete.

or

Select an object, then click Delete [image] on the Toolbar.

See Also

Undelete

Undo


Example (def)
Example

If you knew that an object used the connection "Employee," but you couldn't remember the name of the object, you could use Find-By-Example to find the object.


Describe Connection

Right-Click Object, Connect, Double-Click Another Object

Drag and Drop Object on Another Object

Purpose

Use Describe Connection to select, create, edit, or delete a one-way or two-way connection description.

      	If you delete a category, all objects in that category are also deleted.

Steps

1	Select a one-way or two-way connection description from the list box, then choose OK.

or

Select a description, then choose Setup Description to edit it.

or

Choose New Description to create a new description.

2	If available, choose Delete to delete the category.

3	If available, choose Add to View to display all objects with the selected category.

See Also

Connections Exist

Create or Edit Connection Description

Watch quick tour of Adding and Connecting


Field Entry Options

Purpose

Use Field Entry Options to customize how information is entered into fields.

Steps

1	Choose from the following options:

     	Compulsory

Keep the field from being left empty.

     	Carry Forward

Fill in a field with the value that was entered the last time an object or connection of the same type was added.  For Carry Forward to work properly, you must turn on the option, close the Object Information dialog box, re-open it, then type the text that you want to carry forward to the next object of the same type.  A Carry Forward value is entered into a field only when you close an object.  Example

     	Address Field

Designate the field for addresses only.

     	Numbers Only

Ensure that only numbers can be entered in the field. Example

     	Display Only

Designate the field for viewing purposes only.

See Also

Field Initial Value Calculation

Select Field Type to Create or Edit


Field Initial Value Calculation

Object Information, Setup Field, Field Setup: Select Field Type, OK

Purpose

Use Initial Value Calculation to calculate a value in a field when you click a field or when you press Tab to exit the field.  You can use initial value calculations in all fields except Connection and Group Title types.  Example

      	Make sure that the Initial Value Calculation does not conflict with the other field properties, such as Template Format, Field Ranges, and Field Entry Options.  For example, do not use the Carry Forward Field Entry Option and Initial Value Calculation at the same time.

Steps

1	Choose from the following options:

Date and Time Functions

Extract Information from Other Fields

Mathematical Operators

Miscellaneous System Variables

String Functions

System Date and Time Variables

Text in Initial Value Fields

Variable Functions


Autodialing In-Area Toll Calls

Purpose

If you have taken a laptop to a different area code and tried to autodial a phone number, you may have had to change some settings in your autodialing application.  Beginning in 1995, when all callers in North America will be able to dial the full phone number (country code, area code, and local number) no matter where they are in North America.  Use Telephone Preferences to take advantage of these changes by customizing InfoCentral autodialing settings.

Steps

1	Choose Preferences from the Edit menu, then choose Telephone.

or

Choose Telephone [image] on the Toolbar, choose Preferences, then choose Telephone.

2	Check the Enabled check box in the In-Area Toll Calling group box.

3	Type the local prefixes (three digits) in the Non-Toll Prefixes text box, separating each number with a comma (not a comma and a space), then choose OK.

For example, Provo-Orem InfoCentral users would type the following:

 	221,222,224,225,226,227,228,300,342,345,369,371,373,374,375,376,377,378,379,423,429,465,470,489,754,756,763,768,785,789

See Also

Autodialing Normal Phone Lines

Autodialing Office Extensions/Outside Lines

Autodialing Long Distance with a Calling Card

Autodialing Long Distance from Office with Card

Autodialing Long Distance with Access Code


Using Quick Tour

Purpose

The quick tour provides eight easy-to-understand presentations that explain InfoCentral basics.  You can start the quick tour from the Help menu, or you can run quick tour segments from many Help topics like this one.

      	To run the quick tour, the following files must be located in the same directory:  WPIC.EXE, WPIC11US.HLP, WPICQT.EXE, CCBUTTON.VBX, and VBRUN300.DLL.  The quick tour working directory must be the same location as these files.

Steps

1	Choose Quick Tour from the Help menu to display the quick tour menu.

or

Click a quick tour jump from a Help topic, such as the ones listed under See Also.

While the quick tour is running, you can type p to pause it.  Type p again to resume the quick tour.

See Also

iBases versus Databases

Using the Coach

Quick tour Main Menu

Watch quick tour of InfoCentral Basics

Watch quick tour of Adding and Connecting

Watch quick tour of Finding Objects

Watch quick tour of Using Calendar

Watch quick tour of Creating Related Files

Watch quick tour of Organizing Objects

Watch quick tour of Using Content iBases

Watch quick tour of Getting Help


Using the Coaches

Purpose

The Coach feature is an interactive tutorial that can guide you through a task.  For example, suppose you want to import information into an iBase.  Unlike a regular tutorial, the Import Coach actually helps you import a real import file as you use the Coach.

Steps

1	Choose Coaches from the Help menu, then choose Quick Start, FastFind, or Import.

2	Follow the prompts carefully and type the required information.

3	Choose Quit Coach, then Yes at any time to exit the Coach.

See Also

Finding Objects: The Big Picture

Importing Data into iBase: The Big Picture

Using the Quick Tour


Using Text in Initial Value Fields

Purpose

You can have a field automatically filled in with text every time an object is added as long as you enclose the text in quotes in the Initial Value Calculation text box.  For example, if you type "San Francisco" in the Initial Value Calculation text box, the field will contain San Francisco.

Steps

1	In the Object Information or Connection Information dialog box, click the field in which you want to set an initial text value.

2	Right-click the field, then choose Field Properties.

or

Right-click the field, then choose Add New Field to add a new field below the one you selected in step 1.

3	Type a name for the field, if necessary.

4	Select a field type, then choose OK.

5	Type the text (enclosed in quotes) in the Initial Value Calculation text box that you want to appear in the field every time an object is created, then choose OK.

See Also

Field Initial Value Calculation

Specify Text for Related File


Using Information from Other Fields

Purpose

You can use the information from other fields in an initial value calculation by using the field name as a variable name.  You can also combine information from more than one field to determine what automatically appears in a Calculation or Initial Value Calculation field. Example 1  Example 2

Steps

1	In the Object Information or Connection Information dialog box, click the field in which you want to set an initial text value.

2	Right-click the field, then choose Field Properties.

or

Right-click the field, then choose Add New Field to add a new field below the one you selected in step 1.

3	Type a name for the field, if necessary.

4	Select a field type, then choose OK.

5	Type the information from other fields that you want to include in the field you're working on, then choose OK.

See Also

Field Initial Value Calculation


Edit Directory Information

Right-Click Directory Object, Information

Purpose

Use Directory Properties to type a description for a directory, add a memo to the directory, and delete or rename the directory.

Steps

1	Right-click a directory object, then choose Information.

2	Type a description for the directory.

3	Type a new name for the directory.

4	Choose from the following options:

Attach a Memo

Delete Directory

See Also

Edit Object Information


Display Case

File, File Properties, Display Case

Purpose

Use Display Case to change directory and file names to all uppercase or lowercase letters, or to capitalize the first letter.

Steps

1	Choose File Properties from the file menu, then choose Display Case.

2	Select the case option you want for files and directories.

3	Choose OK.

See Also

File Display Settings


Display Preferences

Edit, Preferences, Display

View, Display

Purpose

Use Display Preferences to choose options for the Toolbar, Outline buttons, and Zoom feature.  You can also choose display colors for objects and non-objects, such as connection descriptions.

Steps

1	Choose Display from the View menu.

or

Right-click the space between buttons on the Toolbar, then choose Display.

2	Choose from the following options:

     	Toolbar Appearance

Choose the way the Toolbar displays.  Select Hide to turn off the Toolbar.

     	Desktop View

Choose whether to show or hide the Outline buttons, turn the Tab bar on or off, and select the default colors for all objects and non-objects (connection descriptions).  To change the color of individual categories, use Create or Edit Category.

     	Keep Zoom Settings

Set the Zoom setting (Zoom or Unzoom) for the Object Information and Connection Information dialog boxes.

See Also

Create or Edit Category

Create or Edit Tab


Duplicate Record

Add New Object, Select Category, Name of Existing Object

Purpose

You are trying to add an object that already exists.  You can turn this message off using Add Preferences.

Steps

1	Choose Add Anyway to add the object.

or

Choose Cancel.

See Also

Add New Object (Categorize then Name)

Add Preferences


Elapsed Timer

Tools, Elapsed Timer

Purpose

Use Elapsed Timer to time phone calls or keep track of how long you work on a project.  The timer is located in the lower right corner of the window.

Steps

1	Choose Elapsed Timer from the Tools menu, then choose Start/Stop to start the timer.

or

Choose Start/Stop when you want to stop the timer.

or

Choose Clear to reset the timer to 00m00s.

Note that the timer changes colors when it is running, stopped, or reset.  The "m" stands for minutes; the "s" for seconds.


ComputerCentral (def)
ComputerCentral

This iBase contains information on hundreds of companies in the computer industry.  Products, support telephone numbers, and key people for each company are included.


event (def)
event

A meeting, flight, hotel stay, or anything you want to schedule on your Calendar.  Like any other object, an event object can be displayed in the Outline View as well.


deselect (def)
deselect

To remove the X from a check box, or to remove a check mark from a menu item.


Exit

File, Exit

Purpose

Use Exit to quit InfoCentral.  You can save any changes you have made in the current iBase and return to Program Manager.  If you have not made any changes, InfoCentral returns you to Program Manager.

Steps

1	Choose Exit from the File menu.

or

Press Alt-F4.


Expand (def)
Expand

Expanding an object displays other objects connected to it, along with connection descriptions.  The [image] button indicates that object can be expanded.


Expand Connections

Right-Click Object, Expand

Select Object, List, Expand by Type

Purpose

Use Expand to display an object's subordinate objects and related files.  Use Expand by Type to expand a main level heading according to the People, Organizations, Places/Things, Events, and File categories.

Steps

To expand the outline of an object,

1	Select the object.

2	Click [image] next to the object.

or

Press the plus key (+).

or

Choose Expand or Expand by Type from the List menu.

See Also

Collapse Connections


Example (def)
Example

Suppose that you need to write to all your friends to verify their phone numbers.  To do this, you could choose the Person category, then select Main_Telephone on the Select Field Object dialog box.  When you choose OK, the Main_Telephone variable is inserted into the Default Text to Place into Each New File window at the cursor position.  This variable represents the Main Telephone field in the Object Information dialog box for a person.

To save some time when you create your letters, you could also type the following line before this variable:  "I am checking everyone's phone number.  Please let me know if the following number I have for you is incorrect:"  Now when you create a Related File with this Related File type, any information that is contained in the Main Telephone field for the object that you are creating a related file for will be "pulled" into the letter along with the text that you have typed.


Create or Select Export Scenario

File, Export

Purpose

Use Export to select an existing export scenario (pattern) or to create a new export scenario.

Steps

1	Choose Export from the File menu.

2	Select an Export Scenario from the Export Scenario list box, then choose OK.

or

Choose New Scenario, type the name of the new scenario, choose OK, then choose Add.

See Also

Begin Export

Check Export Summary

Check Export Completion

Exporting iBase Information: The Big Picture

Importing Data into iBase: The Big Picture

Select Export Category

Select Export Connected Category

Select Export Fields

Select Export File


Check Export Completion

Begin Export, Export Completed

Purpose

Use Export Completed to make sure the export happened the way you wanted it to.

Steps

1	Read the information on the dialog box, then choose OK.

See Also

Begin Export

Check Export Summary

Create or Select Export Scenario

Exporting iBase Information: The Big Picture

Importing Data into iBase: The Big Picture

Select Export Category

Select Export Connected Category

Select Export Fields

Select Export File


Begin Export

Check Export Summary, Begin Export

Purpose

Use Begin Export after you have examined the information on the Export: Summary dialog box and you are ready to perform the export.

Steps

1	Choose Begin Export on the Export: Summary dialog box.

If you want to cancel the export process, choose Cancel.

See Also

Check Export Summary

Check Export Completion

Create or Select Export Scenario

Exporting iBase Information: The Big Picture

Importing Data into iBase: The Big Picture

Select Export Category

Select Export Connected Category

Select Export Fields

Select Export File


ConsumerCentral (def)
ConsumerCentral

This iBase contains addresses and consumer service telephone numbers for hundreds of companies.  Tabs are set up for you to find manufacturers and dealers for things like major appliances, audio equipment, and sporting goods.


Select Export Connected Category

File, Export, New Scenario, Select Export Category, Include Connected Category, OK

Purpose

Use Export: Connected Category to specify the related category of objects that you want to export.

Steps

1	Choose the related category of objects that you want to export.

2	Choose from the following options, then choose OK.

     	Backup

Return to the Export: Category dialog box.

     	Former/Future

Export connections that have a Starting Date field in the future or an Ending Date field in the past.

See Also

Begin Export

Check Export Summary

Check Export Completion

Create or Select Export Scenario

Exporting iBase Information: The Big Picture

Importing Data into iBase: The Big Picture

Select Export Category

Select Export Fields

Select Export File


Check Export Summary

Select Export Fields, OK

Purpose

Use Export: Summary to view or change information about the export scenario you have selected.

Steps

1	Read the information about the export summary, then choose Begin Export.

or

Choose from the following options:

     	Export Scenario

Rename the export scenario.

     	Delete Scenario

Delete the export scenario.  Choosing this option returns you to the Export dialog box where you can create or select another scenario.

     	Setup

Select different categories and output file for the export scenario.

See Also

Begin Export

Check Export Completion

Create or Select Export Scenario

Exporting iBase Information: The Big Picture

Importing Data into iBase: The Big Picture

Select Export Category

Select Export Connected Category

Select Export Fields

Select Export File


 Hint

This dialog box appears only if you selected Include a Connected Category in the Export: Category dialog box.


Select Export Category

File, Export, New Scenario, OK

Purpose

Use Export: Category Name to specify the object category that you want to export.

Steps

1	Select the Category that contains the objects you want to export.

2	Choose from the following options, then choose OK:

     	Include Connected Category

Export this category plus others that are connected to objects in this category.

     	Export Objects

Restrict the export to objects that match the export criteria and appear in the current display list.

See Also

Begin Export

Check Export Summary

Check Export Completion

Create or Select Export Scenario

Exporting iBase Information: The Big Picture

Importing Data into iBase: The Big Picture

Select Export Connected Category

Select Export Fields

Select Export File


Field Template Format

Object Information, Setup Field, Field Properties, Field Type, OK

Purpose

Use Template Format to define how characters entered in a field are to be automatically reformatted.  Leave this text box empty if you want the format of characters to remain as they are entered.

Steps

1	Type the template format in the Template Format text box.

2	Choose from the following for examples of template formats:

Alpha or Numeric Field Example

Currency Field Example

Number Field Example

See Also

Field Initial Value Calculation


Select Export Fields

New Scenario, Select Export Category, Select Export Connected Category, Select Export File, OK

Purpose

Use Export: Select Fields to specify which fields from the selected categories you want to export.

Steps

1	Drag category items and field information from the iBase Fields list box (the items you want to export) and drop them in the Fields to be Exported list box. Example

or

Choose All Fields to export all the fields in the list.

2	Choose from the following options:

Return to the first export category in your iBase or in the current Outline View.

Browse through each export category that you have set up.

     	Reset/Revert

Redisplay the lists as they were before you started dragging and dropping items.

     	Backup

Go back to the previous dialog box (to change or remind yourself of the settings you made).

     	iBase Info

Get information about the current iBase.

See Also

Begin Export

Check Export Summary

Check Export Completion

Create or Select Export Scenario

Exporting iBase Information: The Big Picture

Importing Data into iBase: The Big Picture

Select Export Category

Select Export Connected Category

Select Export File


Exporting iBase Information: The Big Picture

Purpose

Use Export to export objects, object information, and connection descriptions from the current iBase to another iBase, database, or spreadsheet.  You can export to either a tab or comma/space delimited export file.  You can export to comma/space or tab delimited export files only.

The following tasks illustrate the process of a first time export.

Create or Select Export Scenario

Select Export Category

Select Export Connected Category

Select Default Connection

Specify Output File

Select Export Fields

Check Export Summary

Begin Export

Check Export Completion


FastFind

FastFind

Purpose

Use FastFind when you have a rough idea of what information you want to find.  FastFind searches for objects of a particular class or category.  You can also search for a particular date and list Today's Schedule for that date.

Steps

1	Click FastFind [image] on the Toolbar.

2	Type the name of the object in the Find text box.

3	Choose Find All to find all objects in your iBase that match the name you typed in step 2.

or

Choose Find People, Organizations, Places/Things, or Find Events to narrow the search to a particular class of objects.

See Also

FastFind Files

FastFind Preferences

Find By Category

Finding Objects: The Big Picture

Today's Schedule

Watch quick tour of Finding Objects


FastFind Preferences

FastFind, Preferences

Purpose

Use FastFind Preferences to specify how you are notified of the results of a FastFind search.

Steps

1	Click FastFind [image] on the Toolbar, then choose Preferences.

2	Select how you want to be notified when FastFind does not find a match.

3	Select from the following options, then choose OK.

     	Confirmation Sounds

Sounds a tune when a FastFind is successful.

     	Default Push Button

Records the object title and other query options you used for the last FastFind.

See Also

FastFind

FastFind Files

Finding Objects: The Big Picture

Watch quick tour of Finding Objects


Create or Edit Field

Object Information, Setup Field

Purpose

Use Setup Field in Object Information to add, edit, move, delete, and select a different field.  You can also undelete fields that you have deleted.

Steps

1	Right-click a field in the Object Information dialog box.

or

Tab to a field, then choose Setup Field.

2	Choose from the following options:

Field Properties

Add New Field

Delete Field

Undelete Field

Move Field

Select Different Field

See Also

Customizing Fields: The Big Picture

Edit Object or Connection Information


Select Field Type to Create or Edit

Right-click Object, Information, Setup Field, Add New Field or Field Properties

Purpose

Use Field Properties to select a field type that you can use to either create or edit a field.

Steps

To edit an existing field,

1	Right-click a field in the Object Information or Connection Information dialog box, then choose Field Properties.

or

Tab to a field, choose Setup Field, choose Field Properties, then choose OK.

To create a new field,

1	Right-click the field below which you want to add a new field, then choose Add New Field.

or

Tab to a field below which you want to add a new field, then choose Add New Field.

2	Type a new name in the Field Name text box, then choose OK

or

Select a field from the Field Type list box, then choose OK.

3	Choose from the following options:

Create or Edit Alarm Notification Field

Create or Edit Alpha/Numeric Field

Create or Edit Calculation Field

Create or Edit Check Box Field

Create or Edit Connection Field

Create or Edit Date Field

Create or Edit Group Title Field

Create or Edit Memo Field

Create or Edit Number or Currency Field

Create or Edit Radio Button Field

Create or Edit Task Priority Radio Button

Create or Edit Telephone, Modem, or Fax Line Field

Create or Edit Time Field

See Also

Customizing Fields: The Big Picture


Field Trash Can

Object Information, Setup Field, Field Trash Can

Purpose

Use Field Trash Can to restore a deleted field.  The field is restored after the currently active field.  If the Trash Can is empty, it is not available.

Steps

1	In Object Information, tab to the field that precedes the location of where you want to restore a deleted field.

2	Choose Setup Field, then choose Field Trash Can.

3	Select the field you want to restore.

4	Choose Undelete.

See Also

Customizing Fields: The Big Picture

Edit Object Information

Undelete


File Display Settings

File, File Properties, Display Format

Purpose

Use File Display Settings to specify the way files are displayed and sorted in the Outline View.

Steps

1	Choose File Properties from the File menu, then choose Display Format.

2	Select Clear to remove the current order.

3	Select the check boxes in the order that you want file information displayed and sorted.

See Also

Display Case

Sort the List


Edit File Properties

Right-Click File Object, Information

Purpose

When files are displayed in the Outline View, use File Properties to get information about that file.  You can also open, copy, delete, move, rename, type a description for, attach a memo to, and set attributes for the file.

Steps

1	Right-click a file object, then choose Information.

2	Change the file name, location, and attributes for the file.

3	Choose from the following options:

Attach Memo

Copy File

Delete File

Open File

See Also

Edit Object or Connection Information

Edit Directory Information

Edit Object Information


Find by Category

FastFind, By Category

Purpose

Use Find by Category to find objects of a particular category.  For example, you can find all objects in the "Hotel Chain" category, or just those in the same category that start with the letter "m."

Steps

1	Click FastFind [image] on the Toolbar, then choose By Category.

or

Type the text in the Find text box that you want to include in the search, then choose By Category.

2	Select a category from the Select Category list box.

3	Choose Find All to find all objects in the category you selected.

or

If you specified text in step 1, choose Find to find all objects that match the category and contain the text as the first letter.

See Also

FastFind

Find-By-Example

Find-By-Connection

Finding Objects: The Big Picture

Watch quick tour of Finding Objects


FindByConnection
Find-By-Connection

Find, Find-By-Connection

Purpose

Use Find-By-Connection to find objects according to the connections between them.  Example

Steps

1	Choose Find-By-Connection from the Find menu.

2	Select the object categories that define the one-way or two-way connections you want to find.

3	Choose the following option:

Describe Connection

See Also

FastFind

Find by Category

Find-By-Example

Finding Objects: The Big Picture

Watch quick tour of Finding Objects


Describe Connection(s) to Find

Find, Find-By-Connection, People and Organizations, Place/Things, or Events

Purpose

Use Describe Connection to specify the one-way or two-way connection description you want to find.

Steps

1	Select the connection description from the list box.

2	Choose Add to View to list those connections that are used with objects in your iBase.

See Also

FastFind

Find-By-Connection

Find-By-Example

Finding Objects: The Big Picture

Watch quick tour of Finding Objects


Field Range

Object Information, Setup Field, Field Properties, OK

Purpose

Use Valid Range to enter the maximum or minimum value, number of digits or characters, or earliest and latest time that a field is allowed to contain.

Steps

1	Type the maximum value, number of digits or characters, or earliest and latest time that you want allowed in the field.

See Also

Field Entry Options

Field Initial Value Calculation


Find-By-Example

Find, Find-By-Example

Purpose

Use Find-By-Example to search for objects that share similar information in a specific Object Information field.  Those objects that match the search criteria you specify are appended to the Outline View.

      	You cannot search for information contained in Group Title fields.  For example, the bar labeled "Home Address" above the address fields is not searchable.

Steps

1	Choose Find-By-Example from the Find menu.

2	Select a category, then choose OK.

3	Type the word(s) contained in the objects that you want to search for, then choose OK.

or

Choose Last Query to repeat the search you performed last time.

or

Choose from the following topics, which explain how to perform more complex searches using logical operators, relation operators, and wildcards:

         	Searching Text Fields

How to search for objects that contain specific information in Alpha/Numeric, Calculation, Connection, and Memo fields.

         	Searching Numeric Fields

How to search for objects that contain specific information in Currency, Date, Fax Line, Modem Line, Telephone, and Time fields.

         	Searching Selectable Fields

How to search for objects that have certain check boxes or radio buttons selected.

See Also

Watch quick tour of Finding Objects


Find-By-Example: Searching Text Fields

Purpose

Text fields include Alpha/Numeric, Calculation, Connection, and Memo fields.  You can search these fields using logical operators, numeric operators, the asterisk (*) wildcard, or combinations (for example, an asterisk and a logical operator).  If you are searching an Alpha/Numeric field that has the Numeric Only option turned on, still consider it a Text field.

You can type letters, numbers, spaces, extended characters, and punctuation as long as they match the full text contained in the field.  The search is not case sensitive unless you are using extended characters.  For example, if you type FRANK as the search string in the Last Name field of a person object, InfoCentral finds Anne Frank and Jeff Frank but not Henry Franks, Joseph Franklin, Howard Frankenhoff, or Dr. Frankenstein.

      	You cannot use Parentheses to group parts of the search string.

Steps

1	Choose Find-By-Example from the Find menu.

2	Select a category, then choose OK.

3	Choose from the following options, then choose OK:

Logical Operators

Relational Operators

Asterisk Wildcard Character


Finding Objects: The Big Picture

Purpose

You can find the information in your iBase in a variety of ways.

Choose from the following options for more information.

     	Use FastFind

How to find information when you have a rough idea of what you want to find.

     	Find-By-Example

How to to find objects using search criteria such as relational operators, logical operators, and wildcards.

     	Find-By-Connection

How to find objects according to the connections between them.

     	Find All Categories

How to list all categories available for objects in your iBase.

     	Use Alphabetic Index

How to select a category and list the objects in the category.

     	Use Address Book

How to look up addresses and phone numbers of people or organizations.

See Also

Watch quick tour of Finding Objects


flatten (def)
flatten

To move all objects to the left side of the screen and remove connection descriptions.


Flatten Outline

List, Flatten Outline

Purpose

Use Flatten Outline to view all objects as main level objects, without connection descriptions.  Flatten Outline moves all objects to the left side of the screen and removes connection descriptions from the display.

Objects are displayed with colored text.  Connection descriptions are displayed with regular text.

Steps

To view all objects in main level format,

1	Choose Flatten Outline from the List menu.

You can click [image] next to an object to display connections.

To return to the view before flattening the outline,

1	Choose Undo Flatten from the Edit menu before performing any other actions.

See Also

Collapse Connections

Expand Connections

Promote to Left

Undo

Watch quick tour of Organizing Objects


Customer Support

Purpose

Customer Support for PerfectOffice is divided into suite and application support.  If you need help with installing or integrating PerfectOffice please call one of the PerfectOffice telephone numbers.  If you need help with an application, please call the telephone number listed for that application.

Steps

For PerfectOffice installation or integration,

1	Call 1-800-861-2729 from 7:00 a.m to 6:00 p.m. Mountain Standard Time (MST).

For help 24 hours a day on installation, integration, configuration and usability,

1	Call Priority Support at 1-800-861-2722.

or

1-900-555-5020.

The 800 number costs $25.00 per incident and the 900 number costs $2.00 per minute.

For help switching from a competitors product,

1	Call PerfectSwitch at 1-800-861-2723 from 7:00 a.m to 6:00 p.m. Mountain Standard Time (MST).

For help designing and creating business applications,

1	Call Consultive Service at 1-800-861-2721 from 5:00 a.m. to 10:00 p.m. MST.

For application issues, choose from the following options:

WordPerfect 6.0
Installation	800-861-2455
Features	800-861-2180
Graphic Features	800-861-2380
Macro Features	800-861-2311
Printing	800-861-2202
Networks	800-861-2230
Presentations	800-861-2414
Quattro Pro	800-861-2770
Paradox	800-861-2726
InfoCentral	800-861-2402
Envoy	800-861-2401
GroupWise 4.1 Quicklook	800-861-2728
Visual AppBuilder	800-861-2403


Go To

Edit, Go To

Purpose

Use Go To to quickly select a different object in the list of objects.

Steps

1	Choose Go To from the Edit menu.

2	Choose from the following options:

     	Parent

Move to the parent, or first, object in a group of expanded objects.

     	Next

Move to the next item on the line, the next line, the next object, or the next screen.

     	Previous

Move to the previous item on the line, the previous line, the previous object, or the previous screen.

     	Begin of

Move to the beginning of the list, node, or screen.

     	End of

Move to the end of the list, node, or screen.

     	Scroll

Scroll to the previous line or the next line.

See Also

Keystrokes


Go To Date

Calendar Views, Edit, Go To, Date

Calendar Views, Go To

Purpose

Use Go To Date to quickly move to a particular date in the Calendar View.

Steps

1	Click Go To [image].

2	Specify a date in the Date text box.

See Also

Calendar Go To Features


Create or Edit Group Title Field

Object Information, Setup Field, Add New Field, Group Title, OK

Object Information, Group Title Field, Setup Field, Field Properties, Group Title, OK

Purpose

Use Group Title fields to divide and organize the Object or Connection Information dialog boxes with a group title pad, which can contain lines and text.  For example, above all of your address fields, you could create a group title pad such as "Home Address."

Steps

1	Right-click any object in the Outline or Calendar View.

2	Right-click the field above the location where you want to add a Group Title field, then choose Add New Field.

3	Choose Group Title, type a name for the field, then choose OK.

4	Type a group title in the Group Title text box.

5	Select Left, Right, or Center to justify the title in the Object Information dialog box.

6	Select Full Width, Right Column, or Left Column to specify the position and length of the group title pad.

7	Select Spaces, Single Line, or Double Line to specify the appearance of the group field pad, then choose OK.

See Also

Customizing Fields: The Big Picture

Select Field Type to Create or Edit


Hoist

Right-Click Object, Hoist

Select Object, Hoist

Purpose

Use Hoist to focus on one specific object by moving it to the top of a list and clearing all other objects from the Outline View.  Example

Steps

1	Select the object you want to hoist.

2	Click Hoist [image] on the Toolbar.

You can choose Undo Hoist from the Edit menu to list objects as they were before you hoisted.

See Also

Collapse Connections

Expand Connections

Toggle View

Undo

Watch quick tour of Organizing Objects


hoist (def)
hoist

To move the selected object to the top of the screen, and expand it once.  All other objects are cleared from the list.


Housekeeping

File, Housekeeping

Purpose

Use Housekeeping to perform maintenance on the current iBase.  Doing so can make InfoCentral run faster.

Steps

1	Choose Housekeeping from the File menu.

2	Choose one or more of the following options, choose OK, then choose Proceed.

     	Verify iBase Integrity

Check the integrity of the iBase.  If problems are detected, InfoCentral makes the necessary corrections.

     	Empty the Object Trash Can

Purge all the objects.  You cannot undelete objects after they have been deleted from the trash can.

     	Empty the Field Trash Can

Purge all the fields in the field trash can.  You cannot undelete fields after they have been deleted from the trash can.

     	Empty Completed Tasks

Purge all the Task items that you have marked completed in the Calendar.

     	Empty Old Calendar Events

Purge any event in the Calendar that occurred prior to the date you specify in this option.

     	Shred Private Information

Purge any information in the current iBase that is marked private.

     	Remove Connections

Purge the connections to external files that InfoCentral can no longer find.


iBase (def)
iBase

Short for information base.  A collection of all objects and connections stored on disk under a single name.


iBase Password Required

During Startup

Purpose

You must type a password before you can open this iBase.

Steps

1	Type your password, then choose OK.

See Also

iBase Passwords


iBase Passwords

File, Passwords

Purpose

Passwords provide you with a way to limit access to iBases.  There are four different types of access rights that can be assigned using passwords.  When you try to open an iBase with a password, you will be prompted to type the password.

      	Remember the password you assign to an iBase.  InfoCentral cannot open the iBase if you forget its password.

Steps

To create, change, or remove a password,

1	Choose Passwords from the File menu.

2	Type the password(s) you want to assign for any or all of the following access rights, choose OK, re-type the highest level password that you assigned, then choose OK again:

     	Read-Only Access

View iBase without making changes.

     	Read and Write Access

View iBase and make changes to it.

     	Private Objects

View iBase, make changes to it, and view and make changes to any private objects.

     	All of the Above

View iBase, make changes to it (including private objects), and change setup options such as passwords.

See Also

iBase Password Required


Create or Select Import Scenario

File, Import, Data

Purpose

Use Import to select an existing import scenario (pattern) or to create a new import scenario.

Steps

1	Choose Import from the File menu, then choose Data.

2	Choose one of the import scenarios from the Import Scenario list box, then choose OK.

or

Type a new scenario name in the Import Scenario text box, then choose New Scenario.

See Also

Begin Import

Check Import Summary

Check Import Completion

Create Import File

Create or Select Import Scenario

Exporting iBase Information: The Big Picture

Import Categories

Import Preferences

Importing Data into iBase: The Big Picture

Match Import Fields

Select Import File

Select First Import Receiving Category

Select Second Import Receiving Category


Check Import Completion

Purpose

Use Import Completed to make sure the import happened the way you wanted it to.

Steps

1	Read the information on the dialog box, then choose OK.

See Also

Begin Import

Create Import File

Create or Select Import Scenario

Exporting iBase Information: The Big Picture

Import Categories

Importing Data into iBase: The Big Picture

Select Import File

Select First Import Receiving Category

Select Second Import Receiving Category


Begin Import

Check Import Summary, Begin Import

Purpose

Use Begin Import to start the import process and evaluate how the process is going.  You can cancel the import process any time during the import.

Steps

1	Choose Begin Import on the Import: Summary dialog box.

or

Choose Cancel if you want to terminate the import process.

See Also

Check Import Summary

Check Import Completion

Create Import File

Create or Select Import Scenario

Exporting iBase Information: The Big Picture

Import Preferences

Importing Data into iBase: The Big Picture

Match Import Fields

Select Import File

Select First Import Receiving Category

Select Second Import Receiving Category


Example (def)
Example

Suppose you have an import record with five fields:

Marc Sabatini, Atlantic Metals Inc., President, 4545 Main Street, 123-456-7890

If you have properly created your input file, the Field/Field Value list box should display the record above like this:

#1   Marc Sabatini

#2   Atlantic Metals Inc.

#3   President

#4   4545 Main Street

#5   1234567890

Drag Marc Sabatini to the Receiving Field and drop him in the Full Name person field location.  Drag Atlantic Metals Inc. and drop it on the Organization Name location.  Drag President and drop it on Job Title.  This record then becomes the template for all other records.


Match Import Fields

New Import Scenario, Select Import File, Select Receiving Categor(ies), Select Default Connection, Import Preferences, OK

Purpose

Use Import: Match Fields to translate input record data into objects, connections, and field information.

Steps

1	Drag field items from the Field/Field Value list box (the items from your input file) and drop them in the appropriate locations in the Receiving list box. Example

2	Choose from the following options:

Return to the first input record you set up in the Receiving Field.

Browse through each input receiving field that you have set up.

     	Reset/Revert

Redisplay the lists as they were before you started dragging and dropping items.

     	Backup

Go back to the previous dialog box (to change or remind yourself of the settings you made).

     	iBase Info

Get information about the current iBase.

See Also

Begin Import

Check Import Summary

Check Import Completion

Create Import File

Create or Select Import Scenario

Exporting iBase Information: The Big Picture

Import Preferences

Importing Data into iBase: The Big Picture

Select Import File

Select First Import Receiving Category

Select Second Import Receiving Category


Import Categories

File, Import, Structure

Purpose

Use Import Structure to import categories and their information fields from another iBase.  You cannot import categories that already exist in the current iBase.

      	Only object information fields are imported.  No information (data) is imported.

Steps

1	Choose Import from the File menu, then choose Structure.

2	Type the name of the category you want to import in the Category Name text box.

Type ALL in the Category Name text box if you want to import all the categories in the specified iBase.

3	Type the name of the iBase you want to import the categories from in the From iBase text box.

4	Choose Import.

If the categories already exist in the current iBase, InfoCentral will ask you if you want to skip the category.

See Also

Create or Select Import Scenario

Edit Object or Connection Information

Exporting iBase Information: The Big Picture

Importing Data into iBase: The Big Picture


 Hint

If you want to stop making connections, or turn the [image] icon back to the regular mouse pointer, click Connect [image] on the Toolbar.


Check Import Summary

File, Import, Data, Import Scenario, Input File, Split Input Record, Match Import Fields, OK

Purpose

Use Import: Summary to view or change information about the import scenario you have selected.

Steps

1	Read the information about the import summary, then choose Begin Import.

or

Choose from the following options:

     	Import Scenario

Rename the import scenario.

     	From Record

Select a record to begin the import from.

     	Delete Scenario

Delete the import scenario.  Choosing this option returns you to the Import dialog box where you can create or select another scenario.

     	Setup

Select another import file and different options for the scenario.

See Also

Begin Import

Check Import Completion

Create Import File

Create or Select Import Scenario

Exporting iBase Information: The Big Picture

Import Categories

Import Preferences

Importing Data into iBase: The Big Picture

Match Import Fields

Select Import File

Select First Import Receiving Category

Select Second Import Receiving Category


Import Preferences

File, Import, Data, Input File, Split Input Record, OK

Purpose

Use Import: Add Preferences to specify several import options.

Steps

1	Specify your preferences, then choose OK.

     	Consolidate Duplicates

If duplicate information is detected during the import, this option combines the object information fields and creates one object.

     	Capitalize First Letters

Capitalizes the first letter of each word in an object's name when you add or import an object.

     	Predict Gender

Predicts whether the object (of person type) is male or female in the person field.

     	Predict Formal Name

Suggests an equivalent formal name (for names such as Bob, Mike, and Joe) and inserts it in First Name field.

     	Predict Informal Name

Suggests a common nickname for names such as Robert, Michael, and Joseph and inserts it in the Dear field.

     	Generate Default Titles

Predicts the appropriate title (such as Mr., Mrs., and Miss) for person type objects.  You can change the default titles.

See Also

Add New Object

Add Preferences

Begin Import

Check Import Summary

Check Import Completion

Create Import File

Create or Select Import Scenario

Edit Object or Connection Information

Exporting iBase Information: The Big Picture

Import Categories

Importing Data into iBase: The Big Picture

Match Import Fields

Name New Object

Select Import File

Select First Import Receiving Category

Select Second Import Receiving Category


Select Default Import or Export Connection

New Import Scenario or New Export Scenario, Split Input Record or Include Connected Category, OK

Purpose

Use Export or Import: Default Connection to specify the one-way or two-way connection description that connects the two categories that you are importing or exporting.

Steps

1	Select the connection that describes the relationship between the objects you are importing or exporting.

or

Select All Connections to import or export objects in the two categories that are connected by any connection description.

If you make a mistake, or change your mind, choose Backup to return to the Import: Receiving Category or Export: Category dialog boxes.

2	Choose OK.

See Also

Create or Select Export Scenario

Create or Select Import Scenario

Exporting iBase Information: The Big Picture

Import Categories

Importing Data into iBase: The Big Picture

Select Export Category

Select Export Connected Category

Select Export Fields

Select First Import Receiving Category

Select Second Import Receiving Category


Select First Import Receiving Category

File, Import, Data, Input File, OK

Purpose

Use Import: Receiving Category to select the categories into which you will import the record data from your import file.

Steps

1	Select the category you want field data to be converted to during the import, then choose OK.

or

If you want one piece of field data to be connected to another piece of data (for example, a person and a company), select Split Each Input Record, then choose OK. Example

See Also

Begin Import

Check Import Summary

Check Import Completion

Create Import File

Create or Select Import Scenario

Exporting iBase Information: The Big Picture

Import Categories

Import Preferences

Importing Data into iBase: The Big Picture

Match Import Fields

Select Import File

Select Second Import Receiving Category


Select Second Import Receiving Category

New Import Scenario, Input File, Select First Import Receiving Category, Split Input Record, OK

Purpose

Use Import: Second Receiving Category to select a category for import record data that you plan to connect to the category that you selected on the Import: Receiving Category dialog box.

Steps

1	Select the category you want the second object imported into from the Second Category to Receive Data list box, then choose OK.

See Also

Begin Import

Check Import Summary

Check Import Completion

Create Import File

Create or Select Import Scenario

Exporting iBase Information: The Big Picture

Import Preferences

Importing Data into iBase: The Big Picture

Match Import Fields

Select Import File


Check your database or spreadsheet documentation for information about exporting records in the required format.


Importing Data into iBase: The Big Picture

Purpose

Use Import Data to import data from an exported database or spreadsheet file.  You can import data from many popular database and spreadsheet applications.  The data you import is translated into objects and connections.

The following tasks illustrate the process of a first time import.

Create Import File

Create Import Scenario

Select Import File

Select First Category

Select Second Category

Select Default Connection

Set Import Preferences

Match Import Fields

Check Import Summary

Begin Import

Check Import Completion


Connect Events and Tasks

Object Information, Connection Field

Select Object, Object, Information, Connection Field

Purpose

Use In Connection With to connect events and tasks from your Calendar to other objects in your iBase.  Example

Steps

1	Right-click an event or task object, then choose Information.

2	Click [image] for Participants, Location, or Delegated To.

3	Choose a letter to list objects of the specified type beginning with that letter.

or

Choose All to list all objects of the specified type.

You can select the Last, First check box to list people according to last name first.

4	Select the object you want to connect, then click [image] to move it to the list box on the left.

You can select an object in the left list box, then click [image] to move it back.

5	Describe how the objects you are including as participants, delegating to, or using a location are connected to the event or task.

6	Add Connection Information as necessary.

7	Choose from the following options:

     	Connection Info

View connection information for the selected object.

     	New Object

Add a new object if the object you want is not listed.

     	Object Info

Change Object Information for the selected object.

See Also

Today's Schedule

Alphabetic Index


Create Related File: Personalize Applications

Right-Click Object, Create Related File

Purpose

Use InfoCentral Personalizer to select the applications that you want to use to create related files (that is, files that you can connect to objects).  You can choose word processor, spreadsheet, and graphics applications the first time you use Create Related Files.  Should you change applications later, use Create or Edit Related File Type to re-select your applications.

Steps

1	Select an object, click Related [image] on the Toolbar, then choose OK.

2	Select the word processor, spreadsheet, and graphics programs you plan to use while creating related files.

See Also

Creating Related Files: The Big Picture

Watch quick tour of Creating Related Files


Using InfoScan

File, Import, InfoScan

Purpose

Use InfoScan to convert the address block information in your documents into object and connection information in the currently opened iBase.  For example, if you have many letters on your hard drive that contain names, organizations, addresses, and phone numbers, you can transfer this information into InfoCentral without re-entering it.

      	For InfoScan to work properly, you must verify that the address blocks that you intend to convert are in the proper format, which is explained below.

Steps

To check proper address block format,

1	Make sure that the address blocks in each document you intend to scan are among the first 100 lines of text in that document.

2	Each line of your address blocks must be one of the following 7 types:

Name

Organization

Address type #1 (Street Address)

Address type #2 (City and/or State)

Phone number

Zip code

Nonaddress (for example, "Apartment #25")

3	The address block must have no fewer than three lines and no more than six lines.  Each line must be separated by a single hard return.

4	The first line of the address block must be one of the types listed in step 2 above except the non-address type.

or

A hard return must immediately precede the first line of the address block.

5	A line type can only be used once in an address block. For example, you can't have two organization lines or two phone number lines.

The following compares those address blocks that InfoScan recognizes, and those it doesn't.

     	Not Recognized

Marc Sabatini

Sales Division

Atlantic Metals, Inc.

5678 State Street

Mail Stop 222

Icecube, Alaska 87412

     	Recognized

Marc Sabatini

Atlantic Metals, Inc.

(907) 555-1000

5678 State Street

Icecube, Alaska 87412

     	Not Recognized

Cindy Rafael

CEO

ACME Heaters

(907) 555-2000

1234 Main Street

Icecube,

Alaska 87214

     	Recognized

Cindy Rafael

ACME Heaters

1234 Main Street

Icecube, Alaska 87214

Steps

To use InfoScan,

1	Choose Import from the File menu, then choose InfoScan.

2	Type the location of the documents you want to scan.

3	Select the filename extensions of those files that you want to exclude from scanning, then choose OK.

InfoScan scans your documents and places address block information in the INFOSCAN.CSV file.  Commas are used to separate each line, and a hard return is placed at the end of the address block.  If no address blocks are recognized, then the INFOSCAN.CSV file is deleted.

See Also

Exporting iBase Information: The Big Picture

Import Categories

Importing Data into iBase: The Big Picture


Launch a Program

Menu or Menu Bar Item, Customize Menu Hot Key (F12), Properties of This Menu Selection, Launch a Program

Purpose

Use Launch a Program to specify an application you would like to start from a menu or menu bar item.

Steps

1	Highlight a menu or menu bar item.

2	Press the Customize Menu Hot Key (F12).

3	Choose Properties of This Menu Selection.

4	Select Launch a Program, then choose OK.

5	In the Command Line text box, type the full pathname of the command you want to launch, then choose OK.

See Also

Customize Menu

Customize Menu Bar

Customize Menu Hot Key

Load Menu System


list (def)
list

All objects displayed on a view.


Example (def)
Example

If you specified "Atlantic Metals" on the Add New Object dialog and chose Organization, you can use this dialog box to categorize the object as a Company, Account, or Corporation.


Listing Objects: The Big Picture

Purpose

The InfoCentral Find features can also be used to list objects the Outline View.

Choose from the following options for more information.

     	List with FastFind

How to quickly and easily create a list of existing objects with similar characteristics.

     	List by Example

How to create a list when you want to list objects within the same category and with similar properties.

     	List by Connection

How to find all objects with a similar connection, such as all client/accounting firm connections.

     	List All Categories

How to create a list of most or all of the objects in your iBase or in a certain category.  You can then expand the categories to list objects.

     	List All Drives

How to list all drives on your computer.  This list can be expanded to display subdirectories and files.

     	List with Alphabetic Index

How to list objects alphabetically of a particular category.

     	List Today's Schedule

How to list the Calendar View schedule in the Outline View.

See Also

Watch quick tour of Organizing Objects


Lookup Area Codes

Tools, Lookup, Area Codes

Purpose

Use Lookup Area Codes to find area codes for locations around the world.  If multiple area codes are used within a country or state, area codes for specific regions and cities are also listed.

Steps

1	Choose Lookup from the Tools menu, then choose Area Codes.

2	Type the country code, then the area code you want to find.  The code for North America is 1.

or

Scroll to the desired area code.

If your modem is set up correctly, you can choose Dial Directory Information to dial directory assistance for the highlighted area code.

3	Choose OK.

See Also

Lookup Countries

Lookup States

Modem Preferences

Telephone People and Organizations


Lookup Countries

Tools, Lookup, Countries

Purpose

Use Lookup Countries to find area codes and time zone information for nations around the world.  If multiple area codes are used within a country, area codes for regions and cities are also listed.

Steps

1	Choose Lookup from the Tools menu, then choose Countries.

2	Type the name of the country you wish to find.

or

Scroll to the desired country, region, or city.

3	Choose OK.

See Also

Address Book

Lookup States

Lookup Area Codes

Telephone People and Organizations


Lookup States

Tools, Lookup, States

Purpose

Use Lookup States to find area codes and time zones for the 50 states.  Canadian provinces and U.S. territories are not included.  If multiple area codes are used within a state, area codes for specific cities are also listed.

Steps

1	Choose Lookup from the Tools menu, then choose States.

2	Type the abbreviation for the state you wish to find.

or

Scroll to the desired state or city.

If your modem is set up correctly, you can choose Dial Directory Information to dial directory assistance for the highlighted state.

3	Choose OK.

See Also

Modem Preferences

Telephone People and Organizations


memo (def)
memo

Text attached to an object (not to be confused with a related file).


Create or Edit Memo Field

Object Information, Setup Field, Add New Field, Memo, OK

Object Information, Memo Field, Setup Field, Field Properties, Memo, OK

Purpose

Use Memo Field fields when you need to type a lot of notes about an object.  For example, you can set up a "Directions" Memo field under an address field that explains how to find a particular address.

Steps

1	Right-click any object in the Outline or Calendar View.

2	Right-click the field above the location where you want to add a Memo field, then choose Add New Field.

3	Choose Memo, type a name for the field, then choose OK.

4	Specify a size for the memo editing window.

5	Choose from the following options:

Write Contextual Help

Write Contextual Hint

Field Initial Value Calculation

Field Template Format

See Also

Attach Memo

Customizing Fields: The Big Picture


Customize Menu Bar

Menu Bar Item, Customize Menu Hot Key (F12), Properties of this Menu Selection

Purpose

Use Menu Selection Properties to add, edit, move, or delete a menu bar item.

      	Before you customize your menu, you should copy all files in your local InfoCentral directory with a .MNW extension to another directory for safe keeping.  This will let you restore the default menu settings.

Steps

1	Highlight a menu bar item by pressing the Alt key, then using the arrow keys to move along the menu bar.

2	Press the Customize Menu Hot Key (F12).

3	If you want to rename the menu item, type a name in the Selection text box.

4	Choose from the following options:

Write Contextual Hint

Perform a Built-in Command

Sprout New Menu

Launch a Program

5	Choose from the following options:

     	Move Selection

Move the menu you highlighted to the Right or Left on the menu bar.

     	Add New Selection

Add a new menu bar item to the right or left of the currently highlighted menu bar item.

     	Delete Menu Selection

Delete menu bar item you highlighted.

     	Paste Selection

Undelete the last menu bar item you deleted.

     	Properties

Edit the currently highlighted menu bar item.

See Also

Customize Menu Hot Key

Customize Menu

Load Menu System


Customize Menu

Menu Item, Customize Menu Hot Key (F12), Properties of this Menu Selection

Purpose

Use Menu Selection Properties to customize a menu item (for example, Clear View is a menu item on the List menu).

      	Before you customize your menu, you should copy all files in your local InfoCentral directory with a .MNW extension to another directory for save keeping.  This will let you restore the default menu settings.

Steps

1	Highlight a menu item.

2	Press the Customize Menu Hot Key (F12).

3	Choose from the following options:

     	Properties

Edit the currently highlighted menu item.

     	Add New Selection

Add a new menu item above or below the currently highlighted menu item.

     	Move Selection

Move the menu you highlighted up or down on the menu.

     	Delete Selection

Delete menu item you highlighted.

     	Paste Selection

Undelete the last menu bar item you deleted.

     	Delete Ruled Separator

Remove the lines that appear above or below a menu item.

4	If you want to rename the menu item, type a name in the Selection text box.

5	Choose from the following options:

Assign Accelerator Key

Write Contextual Hint

Perform a Built-in Command

Sprout New Menu

Launch a Program

See Also

Customize Menu Bar

Customize Menu Hot Key

Delete Adjacent Ruled Separator

Load Menu System


Searching Numeric Fields

Purpose

Numeric fields include Currency, Date, Fax Line, Modem Line, Telephone, and Time fields.  You can use relational and logical operators to search for objects with specific information in such fields.

      	You cannot use Parentheses to group parts of the search string.  You also can't use the asterisk wildcard character for Numeric field searches.

Steps

1	Choose Find-By-Example from the Find menu.

2	Select a category, then choose OK.

3	Choose from the following options, then choose OK:

Date Range Search Examples

Using Logical Operators

Using Logical and Relational Operators

Using Relational Operators


Modem Preferences

Edit, Preferences, Modem

Telephone, Preferences, Modem Preferences

Purpose

Use Modem Preferences to choose the modem type, port, baud rate, dialing method, and dialing speed for your modem.

Steps

1	Choose Preferences from the Edit menu, then choose Modem.

2	Specify the settings you want for your modem.

3	Choose OK.

See Also

Telephone People and Organizations

Create or Edit Telephone or Modem or Fax Line Field

Edit Object Information


Modifying Lists of Objects: The Big Picture

Purpose

You can display a list of objects in many different ways.

Choose from the following options for more information.

     	Expand Connections

How to display an object's subordinate objects and related files.

     	Collapse Connections

How to close an object's lowest subordinate objects or related files.

     	Clear Objects

How to clear one line of objects, all objects, or from a particular object to the end of the list.

     	Hoist an Object

How to focus on one specific object by moving it to the top of a list and clearing all other objects from the Outline View.

     	Delete an Object

How to delete an object from your iBase (as opposed to clear it from the view).

     	Undelete an Object

How to select from the last several objects you have deleted, then restore them.

     	Promote an Object

How to move an object at a lower level in the object list to the next available slot at the highest level.

     	Flatten Object Outline

How to view all objects as main level objects, without connection descriptions.

     	Move Objects in List

How to move the selected object to another location in the list.

     	Save List to Tab

How to save a displayed list of objects to a tab (other than the InfoPad tab).

     	Sort a List Alphabetically

How to sort the list alphabetically by name.

See Also

Watch quick tour of Organizing Objects


Move Object To

List, Move Item To

Purpose

Use Move Item To to move the selected object to another location in the list.

      	File, Drive, File Mask, and Date objects cannot be moved.

Steps

1	Select an object in the current iBase.

2	Choose Move Item To from the List menu, then choose from the following options:

     	Beginning

Move objects to the top of the list.

     	End of List

Move objects to the bottom of the list.

     	Next Line

Move objects to the next available first level line in the list.

     	Previous Line

Move objects to the previous first level line in the list.

See Also

Go To

Keystrokes

Watch quick tour of Organizing Objects


TravelCentral (def)
TravelCentral

This iBase contains information on hotels, airlines, convention centers, restaurants, car rental agencies, and more for cities around the world.  The information is focused on business travel, rather than tourist information.


Non-Compatible Modem Preferences

Edit, Preferences, Modem Preferences, Non-Compatible, OK

Telephone, Preferences, Modem Preferences, Non-Compatible, OK

Purpose

If you don't have a Hayes-compatible modem, use Non-Compatible Modem Preferences to customize InfoCentral so it will work with your modem.

Even though you may have a Hayes-compatible modem, you can use Non-Compatible Modem Preferences to gain more control over your modem, or to meet special requirements.

Steps

1	Choose Preferences from the Edit menu, then choose Modem.

2	Select Non-Compatible, then choose OK.

3	Make the settings for your modem, then choose OK.

See Also

Modem Preferences

Your Modem Documentation


Create or Edit Number or Currency Field

Object Information, Setup Field, Add New Field, Number or Currency, OK

Object Information, Time Field, Setup Field, Field Properties, Number or Currency, OK

Purpose

Use Number or Currency fields to include numeric values or currencies in an Object or Connection Information dialog box.  For example, suppose you want to note your employees' annual salaries.  You could set up a "Salary" field that displayed a value with the currency symbol.  You can set the format of numbers, and use several types of currency symbols.

      	Changes you make to the currency symbol and format in the Windows International Control Panel are not included in a Currency field's Template Format.  Such changes must be made directly in the Currency field itself.

Steps

1	Right-click any object in the Outline or Calendar View.

2	Right-click the field above the location where you want to add a Number or Currency field, then choose Add New Field.

3	Choose Number or Currency, type a name for the field, then choose OK.

4	Choose from the following options:

Write Contextual Help

Write Contextual Hint

Field Entry Options

Field Initial Value Calculation

Field Template Format

Field Range

See Also

Customizing Fields: The Big Picture


object (def)
object

A piece of information that has a name and can be related to other things.  Specific people, organizations, events, tasks, and places can all be objects.


Edit Object or Connection Information

Right-Click Object, Information

Right-Click Connection, Information

Purpose

Use Object Information or Connection Information to add information about an object or connection.  You can also create, edit, or delete information fields, print field information, and change categories.  Later, when you want to find information, you can search for information in specific fields using the Find By Example options.

      	Exercise caution while creating, editing, or deleting fields or changing categories.  Changes made to one object will affect all other objects in the same category.  Before you change a field, consider the other objects that may use the field.

Steps

1	Highlight an object or connection description, then click [image] on the Toolbar.

2	Type information you want in the fields.

Use the scroll bar on the right of the dialog box (if available) to view more information fields.

3	Choose from the following options, then choose OK:

Attach Memo

Calendar Tool

Find-By-Example

In Connection With

Print Object Information

Select Category

Create or Edit Field

Zoom or Unzoom


Searching Selectable Fields

Purpose

Because selectable fields include check box and radio button fields, no variables or operators are used.  Instead, you simply select the check box or radio buttons and InfoCentral finds all objects with those that are selected.

Choose from the following from the following for more information.

     	Radio Button Searches

If you want to search for all your priority 2 tasks, you would select priority 2 in the Find-By-Example: Enter Criteria dialog box.  If you want to find all task objects regardless of priority, select the ALL radio button.

     	Check box Searches

Suppose you want to search for all appointments that have alarms set.  Simply select the alarm check box of those appointment objects you want to search for in the Find-By-Example: Enter Criteria dialog box.

See Also

Searching Numeric Fields

Searching Text Fields


Logical Operators

Purpose

The following logical operators can be used in either Text or Numeric type fields.  You can use three kinds of logical operators.  Note that you can use logical operators with the asterisk wildcard character:

     	AND

Used if both sides of the statement is true.  For example, the statement "J* AND *n" in a First Name field would find all persons with the first name John, Joan, Johann, JoAnn, Jason, Jordan, and so on.

     	OR

Used if either side of the statement is true.  For example, the statement "J* OR K*" in a Last Name field would find all persons with last names that begin with either J (Jameson, Johnson, Jones, or Jerzinski) or K (Keith, Kray, Kirk, Knudsen, or Kwong).

     	NOT

Used if only one side of the statement is true.  For example, the statement "J* NOT *n" in a First Name field would find all persons with first names that begin with J and do not end with N (Jake, Jack, Jose, Janet, Jesse, Jessica, and Jane, but not John, Joan, JoAnn, or Jordan).

See Also

Date Range Search Examples

Searching Numeric Fields

Searching Selectable Fields

Searching Text Fields

Using Logical Operators

Using Logical and Relational Operators

Using Relational Operators


Paste Special

Select Object, Edit, Paste Special

Purpose

Use Paste Special to describe the OLE 2.0 compatible object that you want to connect to an object in your iBase.  You can embed the object, or you can create a paste link.

Steps

1	Minimize InfoCentral and start an OLE 2.0 compatible application.

2	Create the document, graphic, or other file as you normally would.

3	Copy the file to the Windows Clipboard, then exit the application.

4	Maximize InfoCentral, select an object, then choose Paste Special from the Edit menu.

5	Type a description in the Description text box.

6	Select Paste (Embed) or Paste (Link), then choose OK.

Note that OLE objects have a [image] icon next to them.

See Also

Connect Multiple Object

Connect Object

Create Related File


Open
Open File

File, File Properties, Open

Purpose

Use Open File to open a file object listed in the Outline View.   If you open a data file, the Windows application it is associated with will open and retrieve the file.  If the file is an executable (for example, .EXE, .COM, .BAT), the file will execute.

Steps

1	Right-click a file object.

2	Choose Open.


Paste

Edit, Paste

Purpose

Use Paste to retrieve the contents of the Windows Clipboard.  For example, you can cut an object in one tab, select another tab, and paste the object.

Steps

1	Place the insertion point where you want to paste the information.

2	Click [image] on the Toolbar.

See Also

Copy to Clipboard

Cut

Paste Special


Perform a Built-In Command

Menu or Menu Bar Item, Customize Menu Hot Key (F12), Properties of this Menu Selection, Perform Built-in Command

Purpose

Use Perform a Built-in Command to link a menu or menu bar item with one of InfoCentral's many internal commands.

Steps

1	Highlight a menu or menu bar item, then press the Customize Menu Hot Key (F12).

2	Choose Properties of this Menu Selection.

or

Choose Add New Selection Above or Below.

3	Select Perform a Built-in Command, then choose OK.

4	Type the first few letters of the command.

or

Select a command from the list box, then choose OK.

Note that descriptions for the commands appear at the bottom of the dialog box as you scroll through the list.

See Also

Customize Menu

Customize Menu Bar

Customize Menu Hot Key

Sprout New Menu

Launch a Program

Load Menu System


Relational Operators

Purpose

Use relational operators for general searches.  While the best use of relational operators is for Numeric fields like Currency, Date, and Time, you can also use them for some Text field searches.  The following is a list of all the relational operators with examples of each.

      	Relational operators should be followed by a variable or string that is surrounded by quotes, for example ="7/9/95".  You cannot combine relational operators with the asterisk (*) wildcard.

     	=

Finds all objects with field information equal to the string or variable.  For example, ="7/9/95" in a date search field finds objects with 7/9/95 in that date field; ="" finds all objects that do not contain information in the field.  This operator is also ideal for finding Fax, Modem, or Telephone fields that contain no number.

     	>

Finds all objects with field information greater than the string or variable.  For example, >"7/9/95" finds all objects with dates after but not including 7/9/95 in that date field; >1 in any text box finds any object that contains any information in that field.  This operator is ideal if you want to find Fax, Modem, or Telephone fields that contain a number.

     	<

Finds all objects with field information that is less than the string or variable.  For example, <"7/9/95" finds all objects with dates before but not including 7/9/95 in that date field.

     	<=

Finds all objects with field information that is less than or equal to the string or variable.  For example, <="7/9/95" finds all objects with dates before and including 7/9/95 in that date field.

     	>=

Finds all objects with field information that is greater than or equal to the string or variable.  For example, >="7/9/95" finds all objects with dates after and including 7/9/95 in that date field.

     	><

Finds all objects with fields not equal to the string or variable.  For example, ><"smith" in a name search field finds all people not of the name "Smith"; ><"" in a search field finds all objects that contain something in that field.  This operator is also ideal for finding Fax, Modem, or Telephone fields.

See Also

Logical Operators

Logical with Relational Operators


Previous Tab

View, Previous Tab

Purpose

Use Previous Tab to go to the last tab that was displayed.

Steps

1	Choose Previous Tab from the View menu.

See Also

Previous View

Tab Index


Print Address Book

File, Print, Address Book

Purpose

InfoCentral keeps track of all the addresses you enter when you add objects.  Use Print Address Book to print out a list of these addresses.  You can specify which information you want to print from the address book.

Steps

1	Choose Print from the File menu, then choose Address Book.

2	Type the number of copies you want in the Copies text box.

3	Choose from the following options, then choose Print:

     	Print

List people alphabetically.

     	Organizations

List organizations alphabetically.

     	Persons & Organizations

Include both people and organizations in the alphabetical list.

     	Connected Persons

Print a list of connected people beneath each person or organization in the list.

     	Connected Organizations

Print a list of connected organizations beneath each person or organization in the list.

     	Former/Future Connections

Show connections that are no longer or not yet valid.

     	Entire iBase

Include all objects in the iBase in the printed address book.

     	Current Tab (As Listed)

Print only those people or organizations listed on the current tab, in the order shown.

     	Current Tab (Sorted)

Print only those people or organizations listed on the current tab, in alphabetical order.

     	Those Telephoned in Last X Months

Print only those people or organizations who have a telephone call event connected to them that falls within the specified time.

     	Those with Field X

Print only those people or organizations whose information dialog boxes contain a specific field name.

     	Set to X

Print only those people or organizations whose information dialog boxes contain this text in the specific field named above.

See Also

Print Address Book (Options)

Print Margins (Options)

Setup Printer

Restore Default Print Options


Right-Click Method

Purpose

Use the right-click method throughout InfoCentral to access QuickMenus, and to edit objects, categories, connections, fields, and tabs.

Steps

1	Move the mouse pointer to an object, field, or connection.

2	Click the right mouse button.

or

If you have set up your mouse for left-handed use, click the left mouse button.

See Also

Select Object


Print Current Tab

File, Print, Current Tab

Purpose

Use Print Current Tab to print objects displayed on the current tab.

Steps

1	Click [image] on the Toolbar.

2	Type the number of copies you want in the Copies text box.

3	Choose Print.

See Also

Print Current Tab (Options)

Print Margins (Options)

Setup Printer

Restore Default Print Options


WineCentral (def)
WineCentral

This iBase contains information on fine wines of the world.  Organized by growing region, the information includes vineyards, wineries, labels, price ranges, classifications, and festivals.


Example (def)
Example

You can type hints such as "Include the Territory Code" or "Enter Driver's License Nbr if no SS Nbr".  For a menu item Help prompt, type something such as "Starts My Favorite Windows Application".


Example (def)
Example

Suppose you are going to add objects that have the same values in a field (for example, a group of objects that have the same state or country information).  When you begin to add a group of such objects, change the value on the first new object and it will be reused for each subsequent new object until you change the value again.


Print Mailing Labels (Options)

File, Print, Mailing Labels, Options

Purpose

Use Options from the Print Mailing Labels dialog box to customize how labels print and which object addresses are used.

Steps

1	Choose Print from the File menu, then choose Mailing Labels.

2	Choose Options.

3	Choose from the following options:

     	Restart From Currently Selected Item

Start printing labels beginning with the currently selected object.

     	Skip Labels on First Sheet

Skip the designated number of labels on the first sheet printed.

     	Prompt when more than one address is known

Select an address if more than one address is listed for an object.

     	Always use home address when available

Use the address entered in the home address field of an object.  If there is no address in this field, the organization address or any other available address is used.

     	Always use organization address when available

Use the address entered in the organization address field of an object.  If there is no address in this field, the home address or any other available address is used.

See Also

Print Mailing Labels

Printing iBase Information: The Big Picture

Setup Printer


Print Mailing Labels

File, Print, Mailing Labels

Purpose

Use Print Mailing Labels to print labels for all objects with expanded connections in the current   Outline View.  Unexpanded objects are not printed.

Steps

1	Choose Print from the File menu, then choose Mailing Labels.

2	Select the type of label you are using from the Type of Label list box.

3	Choose Test Print if you want to see where the labels will print on the page.

4	Choose Print All Pages to print an address label for each object on the current tab.

If an object doesn't have an address, a label is printed with only the name of the object.

See Also

Edit Object Information

Print Address Book

Print Calendar

Print Current Tab

Print Mailing Labels (Options)

Print Object Information

Printing iBase Information: The Big Picture

Setup Printer


Print Object Information

File, Print, Object Info

Object Information, Print

Purpose

Use Print Object Information to print the information for a selected object, for all objects in the Outline View, or for all objects in the iBase.

Steps

1	Choose Print from the File menu, then choose Object Info.

2	If you want more than one copy, type the number of copies you want in the Copies text box.

3	Choose from the following options, then choose Print:

     	Current Item

Print the Object Information dialog box for the selected item.

     	Current Tab (As Listed)

Print the Object Information dialog box for each object listed on the current tab.

     	Current Tab (Sorted)

Print the Object Information dialog box for each object listed on the current tab, in alphabetical order.

     	Entire iBase

Print the Object Information dialog box for each object in the current iBase.

     	Those with Field Set To

Print only those Object Information dialog boxes with specific information. Example

See Also

Edit Object Information

Print Address Book

Print Calendar

Print Current Tab

Print Mailing Labels

Print Margins (Options)

Print Object Information (Options)

Printing iBase Information: The Big Picture

Restore Default Print Options


Print Object Information (Options)

File, Print, Object Info, Options

Object Information, Print, Options

Purpose

You can change object information printing options to customize the way the printed property forms appear.

Steps

1	Choose Print from the File menu, then choose Object Information.

2	Choose Options.

3	Choose from the following options:

     	Layout Size

Specify the size of the printout.  The sizes indicate the relative size of the printout, not the paper size.

     	Include

Specify whether to include a cover page, fields that are empty, and any memos attached to the property dialog box.

     	Print Odd/Even

Print only odd, only even, or both odd and even pages.

     	Options

Specify whether to print each Object Information dialog on a new page and whether to alternate headings on left and right margins.

See Also

Edit Object Information

Print Object Information

Print Margins (Options)

Printing iBase Information: The Big Picture

Restore Default Print Options

Setup Printer


Restore Default Print Options

File, Print, Address Book; Calendar; Current Tab; or Object Info, Restore

Purpose

Use the Restore option to return to InfoCentral default printing options after making changes.

Steps

1	Choose Print from the File menu, then choose Address Book, Calendar, Current Tab, or Object Information.

2	Choose Restore, then choose OK.

See Also

Print Address Book

Print Address Book (Options)

Print Calendar

Print Calendar (Options)

Print Current Tab

Print Current Tab (Options)

Print Mailing Labels

Print Mailing Labels (Options)

Print Margins (Options)

Print Object Information

Print Object Information (Options)

Printing iBase Information: The Big Picture

Setup Printer


Setup Printer

File, Print, Address Book; Calendar; Current Tab; Mailing Labels; or Object Info, Select

Purpose

Use Print Setup to specify a printer and set printer options.

Steps

1	Choose Select from the Address Book, Calendar, Current Tab, Mailing Labels, or Object Information Print dialog boxes.

2	Choose the options to set up your printer, then choose OK.

See Also

Windows Printer Setup documentation


Printing iBase Information: The Big Picture

Purpose

You can print the information in your iBase in a variety of ways.

Choose from the following options for more information:

     	Print Address Book

How to print the names, addresses, and phone numbers of persons, organizations, and their connections.

     	Print Calendar

How to specify a range of dates to print; set margins, layout size, and odd and even printing.

     	Print Current Tab

How to print the currently displayed tab as it appears and control margins, layout size, and odd and even printing.

     	Print Mailing Labels

How to print address blocks from the objects in the current Outline View.  You can choose the type of label you want to print on (Avery, 3M, and so on) and set other options.

     	Print Object Information

How to print the information for a selected object, for all objects in the Outline View, or for all objects in the iBase.

     	Setup Printer

How to set up your local or network printer.


Promote to Left

Right-Click Object, Promote to Left

Purpose

Use Promote to Left to move an item at a lower level in the object list to the next available slot at the highest level.

Steps

1	Select the object you want to promote, then choose Promote to Left from the List menu.

See Also

Flatten Outline

Move Object To

Watch quick tour of Organizing Objects


Print Margins (Options)

File, Print, Address Book; Calendar; Current Tab; Mailing Labels; or Object Info, Margins

Purpose

Use the Print Margins option to set different margins for printed pages.

Steps

1	Choose Print from the File menu, then choose Current Tab, Address Book, or Object Information.

2	Choose Margins.

3	Specify the desired margins in the Left, Right, Top, and Bottom text boxes, then choose OK.

Note that margins are set according to the Layout Size.

See Also

Print Address Book (Options)

Print Calendar (Options)

Print Current Tab (Options)

Print Mailing Labels (Options)

Print Object Information (Options)

Restore Default Print Options


radio button (def)
radio button

One of a set of buttons found next to options in a dialog box.  Only one radio button in a set can be selected at a time.


Create or Edit Radio Button Field

Object Information, Setup Field, Add New Field, Radio Button, OK

Object Information, Radio Button Field, Setup Field, Field Properties, Radio Button, OK

Purpose

Use Radio Button fields to set up a range of choices.  For example, suppose you want to note how expensive a restaurant is.  You could set up radio buttons for "Expensive," "Moderate," and "Inexpensive."  Only one radio button choice can be selected at a time.

Steps

1	Right-click any object in the Outline or Calendar View.

2	Right-click the field above the location where you want to add a Radio Button field, then choose Add New Field.

3	Choose Radio Button, type a name for the field, then choose OK.

4	Type descriptions in the Description text boxes for each Choice.

5	If you want a Choice to be selected as the default, select Default for that radio button.

6	Choose from the following options:

Write Contextual Help

Write Contextual Hint

Field Initial Value Calculation

See Also

Create or Edit Task Priority Radio Button Field

Customizing Fields: The Big Picture


related file (def)
related file

A file, such as a document, letter, graphic, or worksheet, that is connected to one or more objects in an iBase.  Related files are created with applications other than InfoCentral.


Reminder of Remote iBase

During Startup of Host or Remote iBase

Purpose

Use Reminder to remind you that a copy of the iBase exists and that this is either the host or remote edition.

Steps

1	Read the information, then choose OK.

See Also

Abandon Remote iBase

Check In Remote iBase

Check Out Remote iBase


Example (def)
Example

This is useful when a field is to contain a string of numbers for non-mathematical purposes.  For example, a US Social Security Number (for example, ###-##-####).  If you want a mathematical value in the field, you'd need a decimal point and the hyphen would be used to indicate a negative value.


Save iBase

File, Save

Purpose

Use Save to save the current iBase.  You should make frequent backups of your iBase.

Steps

1	Click [image] on the Toolbar.

See Also

Selecting Files and Directories: The Big Picture


Example (def)
Example

For example, suppose you set up an initial value that automatically inserts today's date into the date field of a Meeting object.  The date will remain in the field the next time you view the field.


Find-By-Example: Using the Asterisk Wildcard Character

Purpose

Use the asterisk (*) wildcard to find objects that contain words or word strings that begin or end with specific letters.  For example, if you type f* in the First Name field of a person object, InfoCentral would find all people with the first name that begins with F, that is, Frank, Francis, Fergus, Fanny, and so on.

Here are some more examples of wildcard uses:

     	Finding Words That Begin with Specific Text

An asterisk at the end of a text string finds all words or word strings that begin with the text string.  For example, wat* could find all people named Watson, all organizations named Watts Electronics, or all place/thing object named Water Bill for July, etc.).

     	Finding Words That End with Specific Text

An asterisk at the beginning of a text string finds all words or word strings that end with the text.  For example, *inc could find all organizations that end in "Inc." such as Inc. and Jordan River Inc., but not Inc. Magazine.

     	Finding Whole Words

Asterisks on both sides of a text string find whole words or words that begin with the specified text string.  This is especially useful for Memo fields, where you may be looking for a word within many words.  For example, *ships* finds "we were two ships passing in the night" but not "relationship."  Typing *g* finds Guy Smily, Greta Sacchi, J. Paul Getty, and Alfred Von Guttenberg, but not Jorge.

See Also

Logical Operators

Relational Operators


Date and Time Functions

Purpose

Use Date and Time Functions to automatically fill in fields with date and time information. Example 1 Example 2 Example 3

Choose from the following functions for more information:

XDAYS

XDATE$

XSECS

XTIME$

See Also

Create Related File: Standard System Variables

Date and Time Functions

Field Initial Value Calculation

Logical Operators

Logical Operators with Relational Operators

Mathematical Operators

Miscellaneous System Variables

Relational Operators

String Functions

System Date and Time Variables

Variable Functions


Using Format Template Functions

Purpose

Use a Format Template function to include the Field Format Template as part of the string. Example

Steps

1	Type the format template function you want in the Initial Value Calculation text box, then choose OK.

See Also

Field Initial Value Calculation

Field Template Format


drag (def)
drag

To move or connect an object by positioning the pointer on the item you want, pressing the mouse button, moving the mouse, then releasing the mouse button.


Search External Files (Specify Criteria)

Find, Search External Files

Purpose

Use Search External Files or Search Criteria to specify the criteria that will be used to search your hard drive or network for files.

Steps

1	Choose Search External Files from the Find menu.

2	Type the path, filename, and extension parameters in the Show Files Matching text box.

or

Choose Browse to find the files you want.

3	Choose from the following options, then choose OK.

or

Choose Make Default to make the current settings the default for all subsequent searches, until you change them again.

     	Text to Search for

Search for text in files with conditional search parameters. Example

     	Ignore Case

List files containing the text of the string in upper case, lower case, and mixed case.

     	Whole Words Only

Search for separate words, not text strings that are part of other words.

     	Last Update Date

Limit the search to specific dates.

     	Last Update Time

Limit the search to specific times.

     	File Size

Limits the search to specific file sizes.

     	Set

Search for files that have the Read-Only, Archive, System, Hidden attribute.

     	Not Set

Search for files that do not have the Read-Only, Archive, System, Hidden attribute.

     	Either

Ignore Read-Only, Archive, System, Hidden attributes.

     	Files to Skip

Define up to 40 file extensions to skip during the search.

     	Make Default

Makes the current settings the default for all searches.

See Also

FastFind

FastFind Files

Find-By-Example

Find By Category

Find-By-Connection

Watch quick tour of Finding Objects


Securing and Cleaning Up My iBase: The Big Picture

Purpose

InfoCentral offers several options to help you secure the data in your iBase, maintain its integrity, and keep informed of overall changes.

Choose from the following options for more information.

     	Set iBase Passwords

How to secure your iBase with four different levels of passwords.

     	Do Housekeeping on iBase

How to clean up, optimize, and verify the integrity of your iBase.

     	View iBase Information

How to get information about the current iBase.

     	View System Status

How to get information about the system status of InfoCentral.


Select Different Field

Object Information, Setup Field

Connection Information, Setup Field

Purpose

Use Select Different Field to select a field in the Object Information or Connection Information dialog box.

Steps

1	Right-click a field in the Object Information or Connection Information dialog box.

or

Choose Setup Field.

2	Choose Select Different Field.

3	Move the arrow keys to a different field, then press Enter.

See Also

Edit Object Information


Example (def)
Example

You may have a Total Nights field with an initial calculation of:

XDAYS(Leave_Date)XDAYS(Arrive_Date)

As new objects are added, this formula gives the difference, in days, between the two dates.


Select Category

Edit, Categories

Purpose

Use Select Category to select the category you want to edit.  You can also create a new category.

Steps

1	Choose Categories from the Edit menu.

2	Select a category, then choose Setup Category to edit it.

or

Type a new category name in the Select Category text box, then choose New Category.

3	Choose Close.

See Also

Create or Edit Category


Select Files and Directories: The Big Picture
Selecting Files and Directories: The Big Picture

Purpose

Use the select file and directory features to browse files and directories, and select files of a particular type.

Choose from the following options for more information.

     	Name New iBase

How to specify the name a new iBase.

     	Open iBase

How to open an iBase that has already been created.

     	Select Import File

How to specify the file you want to import into your iBase.

     	Select Export File

How to specify the file to which you want to export iBase information.

     	Browse Files and Directories

How to look through your hard drive or network to find the files you need.


Create Related File: Select Field Object

Right-click Object, Create Related File, New Type or Setup Type, Setup Related File, Default Text, Field from an Object

Purpose

Use Select Field Object to specify the category and field that you want to extract information from during the process of creating a related file.  Example

Steps

1	Right-click an object, then choose Create Related File.

2	Choose New Type or Setup Type, then choose Default Text.

3	Choose Field Object.

4	Select a category, select a category field, then choose OK.

See Also

Create Related File: Create or Edit Default Text

Watch quick tour of Creating Related Files


Create Related File: How a File is Created

When you create a related file, InfoCentral switches to the application if it's already running, or launches it if it's not running.  If you have specified any special keystrokes or default text for the related file type, they are sent to the application just as if you were typing them.

InfoCentral creates a name for the new file based on the first two characters of the first two words of the object you are creating a related file for.  For example, if you highlighted Kate Robinson, InfoCentral would start the filename with "KARO."  If you had already created a related file for Karen Robertson, whose files would also start with "KARO," then InfoCentral would use "K2RO" for Kate so her files would start differently than Karen's.  Rather than use random names or sequential numbers for the new files you create, InfoCentral uses this mnemonic scheme to embed a little bit of meaning in the filenames it creates for those times when you're searching subdirectories of DOS outside of InfoCentral.

The four character mnemonic ("KARO" or "K2RO" in the above example) is referred to as the "File Tracking ID" for an object and is stored in the object in a field named File Tracking ID at the bottom of the Object Information dialog box.  If you change the characters in this field for an object, InfoCentral will use these new characters as the first characters of new files created for this object.  Changing this field only changes the mnemonic used for future related files, and does not effect or disturb the names of related files you have already created and connected to an object.

The next four characters of a related file filename are assigned by InfoCentral based upon the date on which the file is created.  If the date is May 20th, 1994, it would add "4520" ("4" for 1994, "5" for the 5th month of the year, and "20" for May 20th) to create a filename like "KARO4520" or "K2RO4520."  The 4 in "4520" stands for 1994, the 5 for May, and the 20 for the 20th of May.  What about the months of October, November, and December?  They're represented as A, B, and C.  For example, November 3rd, 1994 would be "4B03."  Such naming conventions will help you locate files more easily later.

Finally, InfoCentral adds a filename extension to the new filename it's creating based on the settings you have made in the Advanced Options dialog box.  If you're creating a document in WordPerfect 6.1 for Windows, ".WPD" is added, while ".XLS" might be added if you're creating a spreadsheet with Microsoft Excel, or ".SHW" if you're creating a slide show presentation in WordPerfect Presentations.

If you want to change the default extension that InfoCentral assigns to related files, note that the filename extension used in naming a new file is associated with one particular Windows application.  This is because when files are launched in Windows (and InfoCentral), the application that is called upon to launch the file is determined by this extension.  When you double-click a file named "KARO4415.DOC," Windows launches the file by looking up the file's extension ".DOC" in the [Extensions] section of the WIN.INI Windows control file, which is usually located in your Windows directory.  If the extension ".DOC" is associated there with WordPerfect for Windows, then the file is launched in WordPerfect for Windows.  Likewise, if the extension ".DOC" is associated in the WIN.INI file with Word for Windows, then the file is launched in Word for Windows.  Windows allows only one application to be associated with each filename extension in the WIN.INI control file.  In other words, you should keep your filename extensions unique to each Windows application you use.


Select Type of Object

Add (Name Then Categorize), Specify Person; Organization; Place/Thing; or Event

Purpose

Use Select Type of Organization, Thing, or Event to categorize an object. Example

Steps

1	Click Add [image] on the Toolbar.

2	Choose Person, Organization, Place/Thing, or Event.

3	Select a category from the list box.

or

Type a new category in the Select text box, then choose New Category to create a new category.

or

Select a category, then choose Setup Category to edit the category.

4	Choose OK.

See Also

Create or Edit Category


Set an Alarm

Right-Click Event Object, Alarm Status

Purpose

If you have created a meeting or event object, you can set an alarm to remind you of the event or task.

Steps

1	Right-click an event object, such as a meeting.

2	Select the Alarm Notification check boxes for the advanced warning times you want.  You can select more than one advanced warning time.

3	Choose OK.

See Also

Add an Event Object

Add Task Object

Create or Edit Alarm Notification Check Boxes


Setting Preferences: The Big Picture

Purpose

InfoCentral lets you customize just about everything from the way alarms sound to how your menus are structured.

Choose from the following options for more information:

     	Add Preferences

How to set options for the way objects are added, including duplication checks, gender prediction, and default titles.

     	Alarm Preferences

How to choose the way the alarm sounds.

     	Calendar Preferences

How to change the time interval for the Day, Week, and Outline Views.

     	Connections Preferences

How to set the way connections are handled as you add objects.

     	Daylight Saving Time

How to set Daylight Saving Time, or turn it off.

     	Display Preferences

How to change the appearance of the Toolbar, choose the color for objects and non-objects, turn tabs on or off, and set Zoom settings.

     	Customize Menu Hot Key

How to choose the key you want to use for customizing menus.

     	FastFind Preferences

How to set messages and sounds that will help you find objects.

     	Load Menu System

How to specify a file that contains your own customized menu structure.

     	Modem Preferences

How to make settings for your modem, even if it is not Hayes-compatible.

     	Name Preferences

How to set the way names are handled while you add them.

     	Telephone Preferences

How to specify settings such as country codes, area codes, prefixes, suffixes, and internal PBX numbers.

     	Viewing Date Preferences

How to view your iBase as if you were looking at it in the past or future.


Edit File Mask Information
Edit File Mask Properties

FastFind Files, Drive Letter *.*, Find Files, Object, Information

Purpose

When you display drive letters (for example, O:\*.*) in the Outline View you may not know what the drive contains.  To make drive letters more meaningful, use File Mask Properties to attach a description to the drive file mask.  For example, if a drive contains all of your company's reports, and it is mapped to W:\*.*, type Company Reports in the Edit File Mask Properties dialog box.  Descriptions appear with the drive letter in the Outline View.

Steps

1	Right-click a drive letter that has the *.* wildcard characters.

2	Choose Information.

3	Type a short description for the drive letter, then choose OK.

See Also

Describe Related File

Edit File Information

Edit Object Information

FastFind


Add an Event Object

Calendar, Add, Event or Meeting, OK

Purpose

Use Add to schedule or add an event type object (for example, a meeting) to your Calendar View or to Today's Schedule.

Steps

To add an event to the Calendar View,

1	Choose View Calendar from the View menu, then click Day [image] or Week [image].

2	Double-click the time you want to schedule an event.

3	Select the event category you want, then choose OK.

4	Specify information about the event, then choose OK.

To add an event to Today's Schedule,

1	Double-click the time you want to schedule an event.

2	Select the event category you want.

3	Specify information about the event, then choose OK.

See Also

Add Task Object

Connect Events and Tasks

Create or Edit Alarm Nofification Check Boxes

Create or Edit Category

Set an Alarm

Today's Schedule


WordPerfect Main Street Products

Purpose

WordPerfect Main Street products offer exciting ways to help you be more productive at home, school, and at the office.

Choose from the following options for more information.

WordPerfect Works

LetterPerfect

ExpressFax

Grammatik

Kap'n Karaoke

Random House Webster's School and Office Dictionary

WordPerfect Clip Art Premium Collection

WordPerfect Clip Art for the Office

WordPerfect Clip Art for Home

WordPerfect Clip Art for Kids

Wallobee Jack


WordPerfect Works (def)
WordPerfect Works

The easiest way to write, budget, file, draw, and paint:  A complete small office suite, WordPerfect Works includes word processor, spreadsheet, database, communications, and graphics applications.  Available for Macintosh, Windows, and DOS.


LetterPerfect (def)
LetterPerfect

Big WordPerfect features in a small package:  A slimmed and simplified word processor application, LetterPerfect is just right for students, people with limited space on their hard disk, and those with light document creation needs.  Available for Macintosh and DOS.


ExpressFax (def)
ExpressFax

The easiest way to send and receive fax and data:  A complete communications application, ExpressFax+ lets you access online services as well as turning your computer into a fax machine.  The correct modem hardware is, of course, required. Available for Macintosh and Windows.


Grammatik (def)
Grammatik

The easiest way to improve your writing:  A sophisticated grammar checker, Grammatik can be adapted to give you specific advice for different writing styles like business letters, memos, and so on.  Available for Macintosh, Windows, and DOS.


Random House Webster's School and Office Dictionary (def)
Random House Webster's School and Office Dictionary

Quick and easy definitions:  A complete online version of the dictionary, this product also lets you look up words by their definition.  It even helps you with spelling.  Available for Macintosh and Windows.


WordPerfect Clip Art Premium Collection (def)
WordPerfect Clip Art Premium Collection

The easiest way to draw attention:  The Premium Collection has over 4,000 brilliant images on CDROM.  The pictures can be used with any application that accepts graphics.  Available on CDROM for Macintosh and Windows.


WordPerfect Clip Art for the Office (def)
WordPerfect Clip Art for the Office

The best way to improve your business image:  This package has hundreds of images for business use.  The pictures can be used with any application that accepts graphics.  Available for Macintosh and Windows.


WordPerfect Clip Art for Home (def)
WordPerfect Clip Art for Home

Add pizazz to birthday cards, invitations, and more:  This package has hundreds of images for home use.  The pictures can be used with any application that accepts graphics.  Available for Macintosh and Windows.


WordPerfect Clip Art for Kids (def)
WordPerfect Clip Art for Kids

Big help for the small artist: This package has hundreds of delightful images designed for children.  The pictures can be used with any application that accepts graphics.  Available for Macintosh and Windows.


Wallobee Jack: Interactive Cartoon Adventures (def)
Wallobee Jack

Interactive cartoon adventures:  A world of adventure for the whole family on a CDROM.  Wallobee Jack titles like "The Bingi Burra Stone" and "The Thai Sun Adventure" are a great way to introduce children to a computer.  Available on CDROM for Macintosh and Windows.


Kap'n Karaoke (def)
Kap'n Karaoke

Sing along to your favorite tunes:  An easy interface and exciting sound effects make this product exciting fun for all ages.  Plays all general MIDI files.  Available for Macintosh and Windows.


Add Task Object

Calendar, Add, Task, OK

Purpose

Use Add to note and prioritize a task in your Calendar View.

Steps

1	Choose View Calendar from the View menu, then open the Calendar Day View.

2	Select Tasks on the day view scheduler.

3	Double-click in the Task Display list (located under the Task radio button).

4	Select the type of task, then choose OK.

5	Name the task (for example, "Buy Groceries"), then choose OK.

6	Specify information about the task, such as a follow-up date, and a priority.

You can also type notes about the task in the Notes text box.

7	Choose OK.

See Also

Add an Event Object

Connect Events and Tasks

Create or Edit Task Priority Radio Button Field

Create or Edit Category

Follow Up on Tasks

Set an Alarm


 Hint

You can change the template iBases to suit your needs.  You can rename the sample objects and edit the information on them to reflect real objects, or you can delete the sample objects from the iBase. You can also export the structure of the templates and import that structure into another iBase.


Prioritize Tasks

Right-Click Task Object, Priority Field

Purpose

Use the task priority field to prioritize the tasks in your Calendar.  The Task Display list tasks according to the priority you select.

Steps

1	Right-click a task object.

2	Select the priority level you want to assign to this task.

3	Choose OK.

See Also

Add an Event Object

Add Task Object

Connect Events and Tasks

Create or Edit Task Priority Radio Button Field

Create or Edit Category

Set an Alarm


Delete Notes

Purpose

You can delete the notes in the Notes for the Day display area in the Calendar Day or Week View.

Steps

1	Highlight the notes you want to delete.

2	Press Delete.

See Also

Undelete

Undo


Logical Operators with Relational Operators

Purpose

The following examples show you how to combine logical operators with relational operators, which can be a useful method for pinpointing a certain range of information.

     	Example 1

Suppose you want to find all the people in your iBase that live in certain postal code areas.  To do so, you could type >"84056" AND <"84059" in the Postal Code date search field.

     	Example 2

Let's say you need to list all the appointments that fall within August 1, 1994 and August 5, 1994.  To do so, type >"8/1/94" AND <"8/5/94" in a Date search field.

     	Example 3

Suppose that you want to find all your meetings for the week of March 2027.  Type one of the following in a Date search fields:

>="3/20/94" AND <="3/27/94"

>"3/19/94" AND <"3/28/94"

     	Example 4

Suppose you want to list your schedule of appointments for a two week period except the three day July 4th weekend.  Type the following in the appointment's date search field:

>"6/26/94" AND < "7/2/94" OR > "7/4/94" AND < "7/9/94"

See Also

Relational Operators


Log a Phone Call

Purpose

You can keep track of your phone calls by adding a telephone call event object.

Steps

1	Select a person or organization object.

2	Click Telephone [image] on the Toolbar.

3	Choose Log Call.

4	Specify information about the phone call, such as a description (for example, "Chat with My Broker"), the date of the call, and a reminder of when you need to call back.

5	Choose OK.

See Also

Elapsed Timer


Save Lists to Tabs

Purpose

Once you have displayed a list of objects using the Modify List features, you can save the list on a tab for future reference.

      	Don't save lists to the InfoPad. This is a good place to view object lists, or use it like a "scratch pad."

Steps

1	Select the tab to which you want to save the list (not the InfoPad).

or

Right-click an empty tab, choose Tab Properties, and create a new tab.

2	Use the features on the Find or Tools menus (such as FastFind, Find-By-Example, or Alphabetic Index) to list the objects you want to display.

3	Use the features on the List menu (such as Hoist, Expand, and Collapse) until the list of objects is displayed the way you want.

4	Right-click the tab on which the list is displayed, then choose Tab Properties.

5	Choose Save View.

You can also select Always Save on the Tab Properties dialog box, which saves lists automatically when you change tabs.

See Also

Clear Line, Clear View, Clear to End

Collapse Connections

Create or Edit Tab

Expand Connections

FastFind

Find-By-Connection

Find-By-Example

Flatten Outline

Hoist

Move Item To

Move Tabs

Promote to Left

Search External Files

Tab Index

Watch quick tour of Organizing Objects


Find-By-Example: Date Range Search Examples

Purpose

A great use for the Find-By-Example feature is to find objects that fall within a particular date range.  The following examples illustrate how use the feature in this way.

     	Example 1

Let's say that you wanted to find all your meetings for the week of March 2027.  Type one of the following in the Meeting Date search field:

>="3/20/94" and <="3/27/94"

>"3/19/94" and <"3/28/94"

     	Example 2

Suppose that the only thing you can remember about a person in your iBase is that she was born on 5/5/55.  To find that person, type ="5/5/55" in the person's Birthday field.

     	Example 3

Suppose you want to list your schedule of appointments for a two week period except the three day July 4th weekend.  Click in the appointment's date field and type the following:

>"6/26/94" AND < "7/2/94" OR > "7/4/94" AND < "7/9/94"

     	Example 4

Let's say you need to find all people that have birthdays in the month of March.  Type 3* in the Birthday search field.  To find all people born in 1960, type *60.  Typing 6/24* finds all those born on June 24th.  Note that typing *24* does not find all people born on the 24th of a month.  You also can't use wildcards with operators for date range searches.

See Also

Using Logical Operators

Using Logical and Relational Operators

Using Relational Operators

Using the Asterisk Wildcard


Move Tabs

Purpose

You can move tabs from one location to another in the Outline View.

Steps

1	Drag a tab and drop it on another location in the Outline View.

See Also

Create or Edit Tab

Save Lists to Tabs

Tab Index


Mathematical Operators

Purpose

Use Mathematical Operators to add, subtract, multiply, and divide values.  You can get such values from other fields, but they must either be numeric fields or produce a string interpreted as a value. Example

The following table lists the mathematical operators you can use.

Operator	What it Does
+	A+B returns A plus B.
-	A-B returns A minus B.
*	A*B returns the product of A and B.
\	A\B returns integer(A) divided by integer(B).
^	A^B returns A raised to the power B.
MOD	A MOD B returns the modula, or remainder, of A\B

See Also

Field Initial Value Calculation


Sort Alphabetically

List, Sort Alphabetically

Purpose

Use Sort Alphabetically to arrange main level objects in a displayed list alphabetically.  All connections and subordinate objects remain with the main level object they are connected to.  People are sorted by last name.

Steps

1	Choose Sort Alphabetically from the List menu.

If you want to display the list as it was before the sort, choose Undo Sort from the Edit menu.

See Also

Alphabetic Index

Watch quick tour of Organizing Objects


Default Text Field and System Variable Notation
Default Text Field and System Variable Notations

Purpose

The following variable notations can be used in the Setup Default Text feature to specify different fields from which you can extract information when creating a related file, such as a letter.  For example, the "@@" notation is used to enclose a system date variable, which, when passed to a related file that you create, will insert the current date.

@@

Used for a system variable such as the current date, time, filename or file description.  For example, @@Relationship_Desc@@.

$$

Used for the field name of a person object.  For example, $$Object_Desc$$.

%%

Used for the field name of a non-person object (an object that's not a person).  For example, %%Object_Desc%%.

##

Used for the field name of a non-person object if you identify one, otherwise a field name from a person object.  For example, ##Address_Line_1##.

^^

Used for the field name of a field on a connection description dialog box.  For example ^^Direct_Line^^.

<

Used to suppress a line if there is no information in a field to extract.  For example, ##Country##< inserts any information contained in an object's "Country" field.  If there is no information in the Country field, then InfoCentral removes the line so you don't have a blank line in your resultant document.


Sprout New Menus
Sprout New Menu

Menu or Menu Bar Item, Customize Menu Hot Key (F12), Properties of this Menu Selection

Purpose

Use Sprout New Menu to create a new menu bar menu or a new cascading menu from a menu item.

Steps

1	Highlight a menu or menu bar item.

2	Press the Customize Menu Hot Key (F12).

3	Choose Properties of this Menu Selection.

or

If you are creating a new menu bar menu, choose Add New Menu to Left or Right, then name the menu bar item.

4	Select Sprout a Menu.

or

Select Sprout a Cascading Menu.

5	Choose OK.

You can now highlight the new menu or cascading menu, press the Customize Menu Hot Key (F12) again, and add new menu items.

See Also

Customize Menu

Customize Menu Bar

Customize Menu Hot Key

Load Menu System

Perform a Built-In Command


Create Related File: Insert Standard System Variables

Purpose

The following standard related file system variables explain what is inserted into a related file when your application starts.  You can type these variables directly in the Setup Default Text box.  For more information about inserting variables that extract information from specific fields found in Object or Connection Information dialog boxes, see Select Field Object.

     	@@FileName@@

The DOS filename of the file being created.  For example, BRKN4815.WRI.

     	@@FullFileName@@

The DOS filename, including its full path and drive, of the file being created.  For example, C:\LETTERS\BRKN4815.WRI.

     	@@FileDesc@@

The description you enter for the file when it's created.  This is ideal for inserting after the "RE:" notation in a letter (for example, RE: Memo To All Employees), which is the description you type before the Windows application starts to create the related file.

     	@@Relationship_Desc@@

Inserts the description of the relationship between two objects, if you are including the information of a related object.  For example, if you have set up a related file type to prompt for a related person or organization, this variable will extract the description of a connection between two objects (such as a person's title at a company).

     	$$Object_Desc$$

Inserts the full name of the person for whom you are creating a related file.

     	%%Object_Desc%%

Inserts the description of the non-person object as it appears in the Outline View.  For example, the name of a company, restaurant, project, or possession.

     	##Address_Block##

This variable first searches for non-person address information.  If it can't find non-person address information, then person address information is used.  For example, if you selected Prompt for Related Person/Organization on the Setup Related File Type dialog box, and you are creating a letter for a person who is connected to a company, and that company has address information, then this variable will extract that address information.  If no address information is specified, then the person's address information is extracted.

     	##Country##

Inserts the country information from the non-person object identified, or the person object if no non-person object has been identified.

     	$$Dear$$

Inserts the contents of the "Dear" field in a person object. For example, if you are creating a related file for Robert Jones, this variable extracts "Bob".


Summary Information
iBase Information

File, iBase Information

Purpose

Use iBase Information to view key information about the current iBase, such as its size, the total number of objects it contains, and the date the iBase was last updated.

Steps

1	Choose iBase Information from the File menu.

2	Choose OK.

See Also

About InfoCentral

Housekeeping


System Status

Help, About InfoCentral, Status

Purpose

Use System Status to get information about the version of InfoCentral you are using, its release date, the version of DOS you are using, and from which directory you are running InfoCentral.  You can also get information about your Windows configuration.

Steps

1	Choose About InfoCentral from the Help menu.

2	Choose Status.

See Also

About InfoCentral

iBase Information


tab (def)
tab

Colored dividers at the bottom of the screen, used for saving views of different lists of objects.


Tab Index

Right-Click Tab Scroll Bar

View, Tab Index

Purpose

Use Tab Index to view a list of all existing tabs.  You can switch to a tab and view its properties from Tab Index.

Steps

1	Choose Tab Index from the View menu.

2	Select the tab name you want from the Tab Name list box.

3	Choose OK to display that tab.

or

Choose Properties to display that tab and view the Tab Properties dialog box.

See Also

Create or Edit Tabs


Example (def)
Example

You may have a Completion Time field with the initial value calculation of:

XTIME$(XSECS(Sys_Time2$)+3600)

The number of seconds past midnight that the current time falls is incremented by one hour (3600 seconds) and then converted to system time format 2 (hh:mm:ss).


Print Current Tab (Options)

File, Print, Current Tab, Options

Purpose

Use Print Current Tab Options to customize how objects on the current tab appear on the printed page.

Steps

1	Choose Print from the File menu, then choose Current Tab.

2	Choose Options.

3	Choose from the following options:

     	Layout Size

Specify the size of the printout.

     	Print Odd/Even

Print only odd, only even, or both odd and even pages.

     	Outline Style

Specify the style of the printed outline.  You can choose to separate objects by spaces, bullets, or lines.

     	Options

Specify whether to include a cover page or header with the iBase and tab names on each page, and whether to alternate headings on left and right margins.

See Also

Print Current Tab

Print Margins (Options)

Restore Default Print Options

Setup Printer


Tab Properties
Create or Edit Tab

Right-Click Tab, Tab Properties

View, Tab Properties

Purpose

Use Tab Properties to create a new tab or edit an existing tab.  Tabs let you save lists of objects and organize your iBase by categories.

Steps

1	Right-click a tab, then choose Tab Properties.

2	Type the tab name in the Tab Name text box.

3	Select a tab color from the Color group box.

4	Choose Save View to save the current list of objects regardless of the Save options you select.

or

Choose Delete to delete the current tab.

or

Choose from the following options:

     	Outline View

Use the tab to display object lists.

     	Calendar View

Use the tab as a Calendar View in which Calendar objects are available.

     	Always Save

Save the list every time you make a change.

     	Save with Confirmation

Save the list as you are leaving the tab, with your confirmation.

     	Never Save

Preserve the original list.  Any changes made after selecting this option are saved in the iBase but not in the display list.

See Also

Calendar Views

Previous Tab

Tab Index


Communicating: The Big Picture
Communicating with InfoCentral: The Big Picture

Purpose

InfoCentral offers a variety of features to help you communicate with people and organizations.

Choose from the following topics for more information.

     	Dial a Phone Number

How to dial phones numbers for those person or organization objects for which you have included phone numbers.

     	Dial from Address Book

How to conveniently dial phone numbers from the Address Book.

     	Log a Phone Call

How to create an telephone event object should you want to record a telephone call for future reference.

     	Lookup Area Codes

How to find an area code for a particular city, state, or country.

     	Use Elapsed Timer

How to use the Elapsed Timer to time events, such as the length of time you are on the phone with a client.

     	Mail a File

How to attach a file to a mail item, and type subject and message information for the mail item.

     	Set Telephone Preferences

How to add or edit country, area, and city codes, as well as telephone number prefixes and suffixes.

     	Set Daylight Saving Time

How to set up Daylight Saving Time so the time will change in your iBase automatically.

     	Set Modem Preferences

How to set up your Hayes- or non-Hayes compatible modem.


Telephone People and Organizations

Right-Click Person or Organization Object, Telephone

Select Person or Organization Object, Telephone

Purpose

Use Telephone to look up phone numbers for an object.  You can also select a phone number and dial through a connected modem.  Use Telephone Preferences to set up dialing options.

      	The Telephone feature is only an autodialer.  It cannot be used to fax or connect your computer with another modem.  Use Modem Preferences to correctly set up your computer's connection with your modem.  Also, to properly dial international numbers you must provide square brackets around country codes (for example, [33] 12 123 4567).

Steps

1	Right-click a Person or Organization object.

2	Click Telephone [image] on the Toolbar.

3	Scroll to the desired phone number.

4	Choose Dial to dial the number.

See Also

Daylight Saving Time Preferences

Modem Preferences

Communicating Using InfoCentral: The Big Picture

Telephone People and Organizations

Telephone Preferences


Telephone Preferences

Telephone, Preferences

Address Book, List by People or Organization, Telephone, Preferences

Purpose

Use Telephone Preferences to add or edit country, area, and city codes, as well as telephone number prefixes and suffixes.  You can auto-dial any in-house, local, in-state, or long-distance telephone number.

Steps

1	Choose Preferences from the Edit menu, then choose Telephone.

or

Choose Telephone [image] on the Toolbar, choose Preferences, then choose Telephone.

2	Choose from the following topics to learn how to set up specific dialing scenarios:

Autodialing Normal Phone Lines

Autodialing Office Extensions/Outside Lines

Autodialing Long Distance with a Calling Card

Autodialing Long Distance from Office with Card

Autodialing Long Distance with Access Code

Autodialing In-Area Toll Calls

See Also

Communicating Using InfoCentral: The Big Picture

Telephone People and Organizations

Create or Edit Telephone, Modem, or Fax Line Field


Create or Edit Telephone, Modem, or Fax Line Field

Object Information, Setup Field, Add New Field, Telephone, Modem, or Fax Line, OK

Purpose

Use Telephone, Modem, or Fax Line fields to display phone numbers, modem numbers, or fax lines in the Object or Connection Information dialog boxes.  For example, suppose you want to note people's pager numbers.  You could create a Telephone field that recorded such a number.

Steps

1	Right-click any object in the Outline or Calendar View.

2	Right-click the field above the location where you want to add a Telephone, Modem, or Fax Line field, then choose Add New Field.

3	Choose Telephone, Modem, or Fax Line, type a name for the field, then choose OK.

4	Choose from the following options:

Write Contextual Help

Write Contextual Hint

Entry Options

Initial Value Calculation

Valid Range

5	Choose from the following Display options unique to this dialog box:

     	Local Time

Display the local time of the telephone, modem, or fax line you specify.

     	Region Description

Display a description of the region of the number specified.

See Also

Customizing Fields: The Big Picture

Telecommunicating: The Big Picture

Telephone People and Organizations

Telephone Preferences


template (def)
template

The term "template" can refer to several kinds of pre-defined structures.  Templates provide a framework and make data easier to work with.

For example, InfoCentral comes with template iBases that contain several objects related to the template type.  You can use this kind of template to build upon.  See Using Template iBases for more information.

A template might also be a particular type of file, such as a prototype file used in the Create Related File (Advanced Options) feature.

A template can be the fields that you set up in the Match Import Fields or Select Export Fields features.  The way you set up the fields the first time is used for the other records you are importing or exporting.


Files to Skip

Find, Search External Files, Files to Skip

Purpose

Use Files to Skip to define up to 40 file extensions to skip during a search of external files.

Steps

1	Choose Search External Files from the Find menu.

2	Choose Files to Skip.

3	Specify the file extensions you want to skip.  You can use the * and ? wildcard characters.

4	Choose OK.

See Also

FastFind Files

Finding Objects: The Big Picture

Search External Files


Create or Edit Time Field

Object Information, Setup Field, Add New Field, Time, OK

Object Information, Time Field, Setup Field, Field Properties, Time, OK

Purpose

Use Time fields to set up a place where you can note a time in the Object or Connection Information dialog boxes.  You can choose from a wide range of time formats using system time variables.  For example, you could use a Time field to record the start time of an event.

Steps

1	Right-click any object in the Outline or Calendar View.

2	Right-click the field above the location where you want to add a Time field, then choose Add New Field.

3	Choose Time, type a name for the field, then choose OK.

4	Choose from the following options:

Write Contextual Help

Write Contextual Hint

Field Entry Options

Field Initial Value Calculation

Field Range

See Also

Customizing Fields: The Big Picture


dropdown list (def)
drop-down list

A list of options that appears when a list button is selected.


FastFind Files

Find, FastFind Files

Purpose

Use FastFind Files to quickly locate files on your hard drive and display them in the Outline View.

Steps

1	Choose FastFind Files from the Find menu.

2	Using the * and ? wildcard characters, type the files, directories, and drives in the Find text box that you want to list.

See Also

FastFind

FastFind Preferences

Find-By-Connection

Find-By-Example


Today's Schedule

View, Today's Schedule

Purpose

Use Today's Schedule to list the current day's schedule, follow-ups, unscheduled events, and tasks on the current tab.  If you have scheduled meetings, appointments, or events for today, they are conveniently displayed in a time outline that lets you work with them like any other object.  If you have specified today as the Follow-Up date for a particular person or organization, that person or organization is listed as well.  Your tasks are displayed by priority.

Steps

1	Choose Today's Schedule from the View menu.

or

Choose FastFind [image] on the Toolbar, enter the date or type today in the Find text box, then choose Find All.

If you have a list displayed on your screen, the day's schedule is added to the bottom of the list.

2	Work with the event objects just like any other object, such as connecting them to people.

3	Highlight the day (for example, Thursday, August 18, 1994) and press Left Arrow or Right Arrow to go back a day or forward a day.

4	While the day is highlighted, right click to display the Calendar View for that day.

See Also

Add an Event Object

Add Task Object

Clear Line, Clear View, Clear to End

Connect Objects

Follow Up on People and Organizations

Follow Up on Tasks

Using Calendar: The Big Picture

Watch quick tour of Using Calendar


Toggle View

View, Toggle View

Purpose

Use Toggle View to display connections to the selected object or to conceal connections to the current object.

Steps

To display connections,

1	Select the object you want to display connections for, then choose Toggle View from the View menu.

or

press the Enter key.

The connections one level below the selected object are displayed.

To conceal connections,

1	Select the object for which you want to turn off the connections display, then choose Toggle View from the View menu.

or

press the Enter key.


Undelete

File, File Properties, Undelete

Purpose

Use Undelete File to undelete a file that you have recently deleted.  You cannot delete a file that you have shredded.

Steps

1	Choose File Properties from the File menu, then choose Undelete.

See Also

Delete a File

Delete Object


Example (def)
Example

You could have an Action Date field used the day after you've created a certain type of object or connection.  It might have the calculation of:

XDATE$(XDAYS(Sys_Date2$)+1,2)

which inserts today's date incremented by one in the system date format 2 (mm/dd/yyyy).


Undo

Edit, Undo

Purpose

Use Undo to reverse your last command.  You can reverse many InfoCentral commands including Cut, Delete, Find, Flatten, Hoist, Promote, Sort, Clear Line, Clear View, and other features.

Steps

1	Click Undo [image] on the Toolbar.

See Also

Calendar Cut, Copy, Paste

Clear Line, Clear View, Clear to End

Cut

Copy to Clipboard

Delete File

Delete Object

FastFind

Flatten Outline

Hoist

Promote to Left

Sort the List


Unknown Sex
Unknown Gender

Object Information, Gender Field

Purpose

Use Unknown Gender to specify the gender of the person you just added.

Steps

1	Choose Male, Female, or Unknown.

See Also

Add Preferences


Using Content iBases

Purpose

InfoCentral comes with four iBases that are already loaded with information for you to use: ComputerCentral, ConsumerCentral, TravelCentral, and WineCentral.  You can edit the information in these iBases and add information.

      	The information in these iBases is as correct and complete as possible at the time they were created.  The information is, of course, subject to change.

Steps

1	Choose Open from the File menu.

2	Double-click the ibases directory icon.

3	Select an iBase from the list box (computer.ica, consumer.ica, travel.ica, or wines.ica), then choose Open.

See Also

Add New Object

Edit Object Information

Using Template iBases

Watch quick tour of Using Content iBases

Using InfoCentral: iBases and Templates


Using iBase Templates
Using Template iBases

Purpose

Templates are empty iBases that contain specialized object categories, connection descriptions, and tab names.  There are a few sample objects added to these iBases to help you see how the templates can be used.  The templates give you a place to start.

Steps

1	Choose Open from the File menu.

2	Double-click the iBases directory icon, then double-click the template directory icon.

There are nine templates: automobile records, CD collection, contact manager, gardening, home and family records, party/wedding planner, real estate, stamp collection, and video collection.

3	Select a template iBase from the list box (auto.ica, cd.ica, contact.ica, gardning.ica, home.ica, party.ica, real_est.ica, stamp.ica, or video.ica).

4	Choose Open.

See Also

Exporting iBase Information: The Big Picture

Using Content iBases

Watch quick tour of Using Content iBases

Using InfoCentral: iBases and Templates


Using InfoPad

Purpose

Use the InfoPad tab like a scratch pad, where you work with data in a free-form way.

      	You should not save or plan to save a list on the InfoPad unless you plan to rename the InfoPad tab.  We recommend creating other tabs to save lists to.

Steps

1	Click the InfoPad tab.

See Also

Calendar Views

Create and Edit Tab

Save Lists to Tabs

Watch quick tour of Organizing Objects

Watch quick tour of Using Calendar


Using Other iBases: The Big Picture

Purpose

You don't have to use just one iBase, you can use several.  If you want to move information from one iBase to another, use the Export and Import features.

Choose from the following for more information.

     	Name New iBase

How to create a new iBase.

     	Open Another iBase

How to open an iBase that already exists.

     	Save iBase to Another iBase

How to save an iBase with an iBase name that already exists.  This option replaces the latter iBase.

     	Rename iBase

How to rename an iBase.

     	Delete iBase

How to delete the currently opened iBase.


Organizing with Tabs: The Big Picture

Purpose

Use Tabs to divide an iBase into different lists of objects for quick and easy access.  Tabs are like windows for your information.  They do not change the information, but give you a different view of it. You can connect and move objects between tabs.

Choose from the following for more information.

     	Create or Edit Tabs

How to create a new tab or edit an existing tab.

     	Connect Objects to Objects on Other Tabs

How to connect an object that is displayed on one tab with an object listed on another tab.

     	Save Lists to Tabs

How to save object lists to tabs for future reference.

     	Move Tabs

How to move a tab to another location in the Outline View.

     	Use Tab Index

How to view a list of all existing tabs, and the properties of the tab you select.

See Also

Watch quick tour of Organizing Objects


View Calendar

View, View Calendar

Purpose

Use View Calendar to display the Calendar View.  This feature performs the same action as clicking the Calendar tab.

Steps

1	Choose View Calendar from the View menu.

or

Click the Calendar tab.

See Also

Calendar Views

Using Calendar: The Big Picture

Watch quick tour of Using Calendar


Edit Volume Information
Edit Volume Properties

Right-Click Volume Object, Information

Purpose

Use Volume Properties to create or edit the name and description of a volume.  You can also attach memos to volumes.

Steps

1	Right-click a volume (such as H: or R:), then choose Information.

2	Type a description in the Volume Description text box.

3	If you want to rename the volume, type a new name in the Volume Name text box.

4	Choose Memo to attach a memo to the volume.

5	Choose OK.

See Also

Edit File Information

Edit Directory Information


List Directory

View, All Drives, Directory Object, Files Connection

Purpose

Use List Directory to list all the files in the currently selected directory object.

Steps

1	Double-click a directory object, then double-click the file you want to open.

2	Use wildcard characters to specify the files you want to list, then choose OK.

or

Choose Show All to list all files.

See Also

Display Case

File Display Settings

Working with File Objects: The Big Picture


Working with File Objects: The Big Picture

Purpose

Files, directories, and volumes can be displayed in the Outline View just like any other object.

Choose from the following for more information.

     	Search External Files

How to use a wide variety of search criteria and parameters to find exactly the file you want.

     	View All Drives

How to display all drives as objects in the Outline View.

     	Open a File

How to launch or execute a file from InfoCentral.

     	Copy a File

How to copy a file.

     	Delete a File

How to delete or shred a file.

     	Undelete a File

How to restore a deleted file.

     	Mail a File

How to attach a file to a mail message and type subject and message information.

     	Attach Memos to File or Directory

How to remind yourself of the contents of a particular drive or directory.

     	Rename or Move File

How to rename or move a file.

     	Create a Directory

How to create directories.

     	Rename a Directory

How to rename a directory.

     	Delete Directory Object

How to delete a directory.

     	Change Display Case

How to change directory and filenames to uppercase, lowercase, or a combination.

     	Change File Display Settings

How to change the way file information is displayed in the Outline view.


Writing Notes and Memos: The Big Picture

Purpose

You can keep daily notes in your calendar and attach memos to event and task objects.

Choose from the following options for more information:

     	Keep Daily Notes

How to keep daily notes.  Notes are day-specific, meaning that they are not carried from day to day.

     	Delete Notes

How to delete the notes you don't want anymore.

     	Cut, Copy, and Paste Notes

How to put notes somewhere else, like in another day's note pad on the Clipboard.

     	Attach Memos to Objects

How to attach memos to event or task objects.


Zoom or Unzoom

Object Information, Zoom or Unzoom

Purpose

Use Zoom to display only those fields that contain information.  Use Unzoom to display all fields, whether or not they have information.  For example, if one of your Object Information dialog boxes has 20 fields, but only 5 of those fields contain information, you could click Zoom to reduce the dialog box size to include only those 5 fields.

Steps

1	In the Object Information or Connection Information dialog box, choose Zoom or Unzoom.

Note that the larger, unzoomed view contains a scroll bar on the right side of the dialog box, which you can use to view more information.


Delete Tab

Right-Click Tab, Delete

Purpose

Use Delete Tab to delete the current tab.  You cannot undelete a tab.

Steps

1	Right-click a tab.

2	Choose Delete.

See Also

Delete Object


Editing Information: The Big Picture

Purpose

You can edit objects, connections, connection descriptions, categories, tabs, and memos.

Choose from the following options for more information.

     	Edit Object Information

How to edit the information for an object, such as addresses, phone numbers, and names.

     	Edit Connection Information

How to edit the information on a connection, such as a person's starting or ending dates at a company.

     	Edit Connection Description

How to edit the way a connection is described, such changing "Employee" to "Staff Member."

     	Edit Categories

How to edit the way objects are classified.

     	Edit Memos

How to attach memos to objects and edit them.

     	Edit Tabs

How to use the pre-defined tabs, edit them, or create your own.


connection description (def)
connection description

A label that describes the relationship between two connected objects.  For example, a connection description called Staff Member would describe the relationship between a person and the organization the person is connected to.  If this person has since left the organization, InfoCentral would describe the person as a Former Staff Member depending on the current Viewing Date setting.


 Hint

This dialog box appears if you selected the Split Each Input Record into Two Connected Objects option in the Import: Receiving Category dialog box or the Include a Connected Category option in the Export: Category dialog box.


Select Output File
Select Export File

File, Export, Type Scenario Name, New Scenario, Add, Select Export Categor(ies), Select Default Connection, Select Export Output File

Purpose

Use Export Output File to select the file you want to export iBase information to.

Steps

1	Select the drive, path, directory, and filename to which you want to export information.

Use List Files of Type to quickly locate comma/space or tab delimited export files that you have defined previously.

See Also

Begin Export

Check Export Summary

Check Export Completion

Create or Select Export Scenario

Exporting iBase Information: The Big Picture

Importing Data into iBase: The Big Picture

Select Export Category

Select Export Connected Category

Select Export Fields


Example (def)
Example

Suppose you want to export only name, address, and telephone information.  Drag these fields from the iBase Fields list box to the Fields to be Exported list box.  The order you drag them over is the order the information will be in the export records.


Example (def)
Example

If you had expanded several levels of objects before you found the object you wanted to view, you could use Hoist to clear the other objects and connections and move the selected object to the top of the screen.


Example (def)
Example

You can specify a field name from the Object Information dialog box, such as Country Name or Zip Code, then specify which objects you want included in the address book using letters or wildcard characters.


Example (def)
Example

Specify a field name from Object Information, such as Country Name or Zip Code.  Then use letters or wildcard characters to specify the contents of the field each object property must have in order to be printed (such as all objects with the country field set to Italy).


 Hint

Any time an object in the selected category appears in the object list, the object will display in the color you select here.


 Hint

If you mark a category private, you will need to type a password when you start InfoCentral to access the category options.


 Hint

Depending on the size of the selected iBase, InfoCentral can take several minutes to do a housekeeping.  You may want to use the Housekeeping feature at night or at a time when you will not be using your computer.


Example (def)
Example

If you have a record that contains both a company name and an employee name, you could select this option to create two objects, the company and the employee, that are connected.  If you do not select this option, the information would be imported as one object, (such as the company would be the object and the employee name would only appear as an information field for the company object.)


 Hint

You cannot create a connection description from these dialog boxes.  You must select a connection description that has already been defined.


 Hint

When you empty the trash, InfoCentral performs housekeeping on the iBase.  A warning dialog box will appear and display the approximate amount of time it will take to complete the housekeeping.


 Hint

If you clear objects by mistake, you can choose Undo Clear from the Edit menu.  This will replace any items that have been removed.


 Hint

If you assign passwords for Read-Only Access and Read and Write Access, Read and Write access would be the highest level password.


 Hint

Page refers to the printed page.  Because the Outline View does not indicate where a page begins or ends, pages break at the same place regardless of the Layout Size.


 Hint

The Test Print option prints Xs to show where lines of text appear.  It is a good idea to do a test print on a regular sheet of paper if you are not sure what type of label to select.  You can compare the test print to your labels to see if text lines are in the correct position for your labels.


 Hint

You can also start and stop the timer by clicking the timer display.  Double-click the timer display to reset it.


System Date and Time Variables

Purpose

Use system date and time variables to fill in fields with the current date and time in the format that you specify.  For example, if today were the first day of January, 1995, then specifying the sys_date4$ in the Initial Value Calculation text box for a date field would display Sun., January 1, 1995 in that field when you tabbed out of the field.

You can also insert a system date or time variable into the Create Related File: Setup Default Text feature so that the current date or time is inserted into a related file when you create it.  To do this, you need to drop the dollar sign "$" from the system date or time variable and enclose it with the double at symbols "@@."  For example, if you want to insert Sun., January 1, 1995 into a letter, you would specify @@sys_date4@@ in the Setup Default Text feature.

The following lists the available system time and variables:

     	SYS_DATE1$

Current date in MM/DD/YY form (for example, 1/2/94).

     	SYS_DATE2$

Current date in MM/DD/YYYY form (for example, 1/2/1994).

     	SYS_DATE3$

Current date in January 2, 1994 form.

     	SYS_DATE4$

Current date in Tue., January 2, 1994 form.

     	SYS_DATE5$

Current date in Tuesday, January 2, 1994 form.

     	SYS_DATE6$

Current date in short form selected in the Windows Control Panel.

     	SYS_DATE7$

Current date in long form selected in the Windows Control Panel.

     	SYS_DATE8$

Current date in the Windows Control Panel short form; displays with a two digit year and leading zero.

     	SYS_DATE9$

Current date in the Windows Control Panel short form; forces four digit year and leading zero.

     	SYS_TIME1$

Current time in 5:38 pm form.

     	SYS_TIME2$

Current time in 5:38:33 pm form.

     	SYS_TIME3$

Current time in 17:38 form.

     	SYS_TIME4$

Current time in 17:38:33 form.

     	SYS_TIME5$

Current time in form selected in the Windows Control Panel with seconds.

     	SYS_TIME6$

Current time in form selected in the Windows Control Panel with no seconds.

See Also

Field Initial Value Calculation

Specify Default Text for Related File


Example (def)
Example

Below is an example a comma and space delimited import file.  Note that the first two fields contain objects, the third contains a connection description, and the last contains object information.

Marc Sabatini, Atlantic Metals, President, 4545 Main Street


Load Menu System

Edit, Preferences, Menu, Load Menu System

Purpose

Use Load Menu System to select the file that contains the customized menu structure you want to use with InfoCentral.  You can choose from the pre-defined menu structures, or create your own.

Steps

1	Choose Preferences from the Edit menu, choose Menu, then Load Menu System.

2	Select a menu file.

WPICMENU.MNW is the normal menu structure.  WPICQUIK.MNW offers quicker keyboard access to features.

3	Choose Load.

See Also

Customize Menu

Customize Menu Bar

Customize Menu Hot Key


Example (def)
Example

You could have a Freight Amount field with an initial calculation of Weight_In_KG*130.00.  As new objects are added, the weight of the object in kilograms is multiplied by the amount 130.00 to give the Freight Amount for the object.  Since this field is a Currency field instead of a Calculation field, you can type over the computed value if necessary.


Define the Relationship

Select Type of Field, Connection, OK, Multiple Relations

Purpose

If you are setting up a connection field in Object Information, and several two-way connections exist, use Define the Relationship to choose a reverse relation.

Steps

1	Select a connection description, then choose OK.


Example (def)
Example

The following formula uses the value from a Cost $ field (not a Currency Type field), converts the value to Yen, then displays the value using the currently specified Format Template characters.

FORMAT$((Cost_$*1.37),"*,***,***.##")


Example (def)
Example

A Social Security Number field might have a format template of "###-##-####" so that the numbers you type in the field are arranged into the correct format.  Pound signs are replaced with the characters or digits that you type in the field while other characters (such as hyphens) are placed between the numbers.


Example (def)
Example

A Fastener Cost field might need four digits of precision to the right of the decimal point if such objects are usually very inexpensive, so a formatting template of "$#.####" might be appropriate.  Pound signs "#" are replaced with the digits you type in the field while other characters (such as $ and .) insert the dollar sign and decimal point.


Example (def)
Example

A Thread Tolerance field might need three digits of precision to the right of the decimal point, so a formatting template of "####.###" might be appropriate.


Example (def)
Example

A Time Charge field on a Phone Call object could have a calculation of:

FORMAT$(INT(XSECS(End_Time)XSECS(Start_Time)*60)*(Rate_Per_Hour/60),"$#,###.##")

The number of seconds past midnight that the call started is subtracted from the number of seconds past midnight that the call ended.  These elapsed seconds are then multiplied by 60, giving the elapsed time of the call in minutes.  Any partial minutes are dropped and the number of minutes is multiplied by the billing rate per hour, divided by 60 (the billing rate per minute).  The final amount is formatted with a leading dollar sign, a decimal point, and two digits to the right of the decimal.


 Hint

If you are setting up a telephone field, we recommend leaving the minimum text box at zero to allow someone to advance through the field without entering a telephone number.


 Hint

This is useful for automatically capturing things such as the time an object or connection is created, where the value of the field should not be disturbed when subsequent changes are made.


Browse Files and Directories

Find, Search External Files, Browse

Purpose

Use Browse to look through your hard drive and network drives for files and directories.  The Browse feature is available from the Search External Files dialog box and many other dialog boxes.

Steps

1	Choose Search External Files from the Find menu.

2	Choose Browse.

3	Use the Browse options to find or select the file or directory that you want.

4	Double-click the file or directory to insert it into the text box.

See Also

Selecting Files and Directories: The Big Picture


field type (def)
field type

Specifies what type of information can be entered into a field.  Anything can be typed into an Alpha or Numeric field, only telephone numbers can be typed into a Telephone field, and so on.


group title pad (def)
group title pad

A graphic element that divides a dialog box into groups of fields and controls.  The pad is composed of lines or spaces, and the text of the group title.


host edition (def)
host edition

The master copy of an iBase when a remote copy is checked out.  Compare with remote edition.


housekeeping (def)
housekeeping

The process of cleaning an iBase.  Housekeeping can remove deleted items from the trash can, old events and tasks from the calendar, and private information from the iBase.  See also shred.


insertion point (def)
insertion point

A symbol (usually blinking horizontal or vertical bar) that designates the position on the screen where text will be inserted or deleted.  Compare with mouse pointer.


Recurring Event

Tools, Recurring Event

Purpose

Use Recurring Event to schedule events that repeat over time (for example, a standing lunch appointment every week on the same day, or an annual check up appointment with your doctor).

Steps

1	Choose Recurring Event from the Tools menu.

2	Choose Appointment, Event, or Meeting.

3	Type the number of recurring events, then choose OK.

4	Type a description of the event, for example "Lunch with Mom."

5	Type the date of the first recurring event in MM/DD/YY format.

For example, if the date of the first recurring event is March 1, 1995, then you would type 3/1/95.

6	Choose how often the event will take place using the options listed below, then choose OK.

7	Type the recurring event's starting time in HH:MM format, then choose OK.

Be sure to add a "p" for "PM" or an "a" for "AM."  If you don't type anything, InfoCentral will assume you mean AM.

8	Type the recurring event's ending time in HH:MM format, then choose OK.

     	Specified Number of Days

Repeats the event every day for the number of times that you specified earlier.

     	Week

Adds an event once a week on the day and for number of times that you specified earlier.

     	Specified Number of Weeks

Adds an event on the same day of the week every number of weeks you indicate.  For example, use this setting if the appointment you are scheduling occurs every 2 weeks.

     	Month (same Weekday)

If you specify August 2, 1994, a Tuesday, as the first recurring appointment, the next event would be scheduled on September 6, 1994, which is also a Tuesday.

     	Month (same Day)

If you schedule the first recurring event on the 10th of the month, the next one will be scheduled on the 10th of the next month, regardless of the day.

     	Year

Adds the event every year on the day you specify.

See Also

Reschedule an Event


Hoist and Promote

List, Hoist and Promote

Purpose

Use Hoist and Promote to gather the current object's most pertinent connections.  Compared to Hoist, which brings the highlighted object to the top of the list, and shows a connection description heading of other connected objects, Hoist and Promote brings the highlighted object to the top, and lists the next most pertinent object underneath.

Steps

1	Highlight or select the object that you want to hoist.

2	Choose Hoist and Promote from the List menu.

Note that not only is the object that you selected in step 1 brought to the top of the Outline View, but the next most prominent object is listed as well.

See Also

Hoist


mouse pointer (def)
mouse pointer

A symbol that indicates a position on screen as you move the mouse on your desk.  The mouse pointer may change in appearance while performing certain functions.  Compare with insertion point.


object category (def)
object category

A classification of similar objects.  For example, "Company" is a category for business organizations.


object information (def)
object information

Information stored on an object, such as a person's home address and telephone number.


paste (def)
paste

To copy the contents of the Clipboard at the insertion point.


private information (def)
private information

Information in an iBase protected by a password.  If the password is not entered when opening the iBase, private information will not be visible.


promote (def)
promote

To move an object all the way to the left and to the bottom in a list.


properties (def)
properties

The information, or parameters, that define an item and specify how it will function.  For example, name, color, display options, and save options are the properties of a tab.


record (def)
record

In a traditional database, a group of fields that contain related information.  For example, all object and connection information about a person in a database would be one record.


remote edition (def)
remote edition

The checked out copy of an iBase.  Compare with host edition.


scroll bar (def)
scroll bar

The bars on the right side and bottom of a window or dialog box that let you move vertically and horizontally.  To scroll, click on the scroll arrows or drag the scroll box.


shred (def)
shred

To permanently remove all private information from an iBase.  A shredded object cannot be undeleted.


sort (def)
sort

To rearrange a list in a particular order.  For example, you can sort a list alphabetically.


Miscellaneous System Variables

Purpose

Besides the standard system date and time system variables, you can also use the following system variables.

     	Category$

Category of current object. For example, "CATEGORY Category$" clears all the fields for the designated object category.  Strings are set to null and numerics are set to zero.  This is useful when preparing to assign values to these fields and then inserting a new object in the IBase with an INSERT.  Category$ specifies the category whose fields you want to clear.

     	Sys_Cat_Count

Returns the number of available categories, subject to your access rights.

     	Sys_choice

Loaded with the choice selected after a MENU command.

     	Sys_clip_board$

Insert contents of the Windows Clipboard.

     	Sys_Cur_Dir

The current directory.ErrReturns the last system error.

     	Sys_field_count

Number of fields the last read object has on its Information dialog box.

     	Sys_iBase$

Contains the name of the currently active iBase including the full path to the iBase.

     	Sys_Info_ID

Object ID of object if Object Information dialog box is displayed.

     	Sys_object_ID

Object number of current object.

     	Sys_object_type$

Object type of current object, such as Person, Place, Thing.

     	Sys_Prog_Dir

The directory the program was loaded from.  In Windows, this is the same as Sys_Work_Dir.

     	Sys_Work_Dir

The current directory at startup.

     	Sys_Zoom_State

Returns 1 if the Information dialog box is zoomed, or returns 0 if the dialog box is not zoomed.

See Also

Create Related File: Standard System Variables

Date and Time Functions

Field Initial Value Calculation

Logical Operators

Logical Operators with Relational Operators

Mathematical Operators

Relational Operators

String Functions

System Date and Time Variables

Variable Functions


toggle (def)
toggle

To turn a feature on and off with the same command.


trash can (def)
trash can

An area of memory where deleted information is stored to await possible recovery.  Housekeeping can permanently delete information from the trash can.


undo (def)
undo

Reverses the last change you made.


unzoom (def)
unzoom

To increase the size of a dialog box by displaying all fields whether they have information in them or not.  See also Zoom.


valid range (def)
valid range

The maximum or minimum value, number of digits or characters, or earliest and latest time that the field is allowed to contain.


volume (def)
volume

The name assigned to a disk or disk partition.  Often associated with a drive or device.  For example, C: is a volume.


wildcard (def)
wildcard

Character used to replace one character (?) or any number of characters (*).  Usually used in searching and finding operations.


zoom (def)
zoom

To decrease the size of a dialog box by displaying only the fields that have information in them.  See also unzoom.


Name New iBase

File, New

Purpose

Use Name New iBase to begin a new iBase file.

Steps

1	Click [image] on the Toolbar.

2	Type the name of the new iBase, then choose Create.

See Also

Add New Object

Edit Object or Connection Information

Open iBase

Selecting Files and Directories: The Big Picture


Open
Open iBase

File, Open

Purpose

 Use Open to open an existing iBase.

Steps

1	Click [image] on the Toolbar.

2	Select the iBase you want to open, then choose Open.

See Also

Name New iBase


Save iBase with Different Name
Save As

File, Save As

Purpose

Use Save As to save an iBase with a different name.

Steps

1	Choose Save As from the File menu.

2	Type a new name for the iBase, then choose Save.

See Also

Name New iBase


Importing and Exporting iBases: The Big Picture
Combining iBases or Parts of iBases: The Big Picture

Purpose

Use Import/Export iBase to combine the objects and connections in one iBase with those of another.  This is particularly useful if you want to transfer information to another iBase, then update it periodically.  Objects and connections are exported to an ".OMG" file, which you then import into a receiving iBase.

Choose from the following for more information.

     	Export iBase: Select Range

How to specify the part of the iBase you want to export to another iBase.

     	Publish an iBase

How to include information with an exporting iBase for publishing purposes.

     	Import iBase: Match Fields

How to match the fields of the receiving iBase with those of the source iBase.

     	Import iBase: Reconcile Object and Connection Differences

How to reconcile the differences that may exist in the objects and connections that your are importing into an iBase.

     	Import iBase: Select Alternate Category

How to select a different category if one does not exist in a receiving iBase.

     	Import iBase: Create New Category

How to create a new category if one does not exist in a receiving iBase.


Example (def)
Example

For example, suppose that you are planning a business trip that will last several weeks.  During this time, you have scheduled several appointments and tasks, which involve collecting more business contacts.  As such, you have elected to take InfoCentral on the road with you to compile this information.  The problem is, you have recorded all of your business appointments and tasks in your GroupWise calendar.  Fortunately, you don't have to reenter all these appointments into InfoCentral; you can use GroupWise Calendar Import/Export to "mirror" the appointments and tasks in your InfoCentral Calendar.  In short, you have a "remote" copy of your GroupWise calendar, with all the contact management power of InfoCentral.


Delete iBase

File, Delete iBase

Purpose

Use Delete iBase to delete the entire iBase.

      	Delete an iBase with caution.  Once an iBase is deleted, you will not be able to recover it.

Steps

1	Select the iBase you want to delete, then choose OK.

2	Verify that you want to delete the iBase, then choose Delete.


Create Related File: Locate Application
Create Related File: Application Location

Right-click Object, Create Related File, OK, Personalize Applications

Right-click Object, Create Related File, Setup Type, Locate Application

Purpose

Use Application Location to search for the application you have chosen for the related file you want to create.

Steps

1	Follow one of the routes above, then select Fixed Drives, Network Drives, or Fixed and Network Drives.

2	Choose Scan Drives to search the type of drive you selected.

or

Choose Specify Location to type the exact location and filename for the application.

See Also

Watch quick tour of Creating Related Files


Name Preferences

Edit, Preferences, Names

Purpose

Use Name Preferences to customize the way first, middle, last, and maiden names appear.  You can also change the appearance of postfixes and titles.

Steps

1	Choose Preferences from the Edit menu, then choose Names.

2	Select the combination of options that you want, then choose OK.

If you don't want a particular name to appear at all, deselect the check box.  Select or deselect the radio buttons to vary the options for the names.

See Also

Setting Preferences: The Big Picture


Print Calendar

File, Print, Calendar

Purpose

Use Print Calendar to print the information you have placed in your Calendar, including event objects, tasks, and reminders.

Steps

1	Choose Print from the File menu, then choose Calendar.

2	Select Today to print today's calendar.

or

Select Next X Days and specify the days to print.

or

Select All Dates From and specify a range of dates.

3	Choose Print.

See Also

Print Address Book

Print Current Tab

Print Mailing Labels

Print Margins (Options)

Print Object Information

Printing iBase Information: The Big Picture

Restore Default Print Options


Print Calendar (Options)

File, Print, Calendar, Options

Purpose

Use Print Calendar Options to customize the appearance of the printed Calendar.

Steps

1	Choose Print from the File menu, then choose Calendar.

2	Choose Options.

3	Choose from the following options:

     	Layout Size

Specify the size of the printout.

     	Print Tasks for

Print tasks for the first day, all days, or not print task information.

     	Print Reminders for

Print reminders for those objects which contain a date in the Follow-Up Date field.  You can print the first day only, for all days, or not print reminders.

     	Print Odd/Even

Print only odd, only even, or both even and odd pages.

     	Options

Specify whether to include a cover page, print days on separate pages, skip events without times, list objects that are connected to calendar objects, print alternate left and right margin headings for duplex printing, and print in address book format those individuals who are connected to calendar objects.

See Also

Print Address Book

Print Calendar

Print Current Tab

Print Mailing Labels

Print Margins (Options)

Print Object Information

Printing iBase Information: The Big Picture

Restore Default Print Options


Example (def)
Example

Suppose a field named Home Telephone has (801) 222-5000 in it.  If a Calculation field named Home is created with Home_Telephone in the Calculation text box, then the Home field will automatically have (801) 222-5000 placed in it when you use Tab to select it.


Rename iBase

File, File Properties, iBase Rename

Purpose

Use Rename iBase to rename an iBase with a different name.

Steps

1	Choose File Properties from the File menu, then choose iBase Rename.

2	Select the iBase you want to rename.

3	Specify a new name, then choose OK.

See Also

Delete iBase

Save As

Save iBase

Working with File Objects: The Big Picture


Example (def)
Example

Suppose you have an iBase with geographical information and there is a "Population" field and an "Area in Sq.Miles" field.  You can create a "Population Density"  field that automatically calculates the density.  When creating the numeric Population Density field, enter Population/Area_in_Sq.Miles in the Initial Value Calculation field.  These calculations work especially well in the Numeric and Calculation fields, but can be used in other field types as well.


Send E-mail

Purpose

Use Send to attach a file to a mail item, and type subject and message information for the mail item.  InfoCentral works with WP Office 3.x and 4.x as well as GroupWise 4.1 and any VIM, MAPI, CMC, or Digital Team Link compatible e-mail application.

Steps

1	Select a file in the Outline View.

2	Choose Send from the Tools menu.

3	Type the mail item's subject in the Subject text box.

4	Type a message in the Message text box, then choose OK.

See Also

GroupWise Update

Paste Special

Select Related File Type


Create Related File: Select File Type

Right-Click Object, Create Related File, Select a Related File Type

Purpose

Use Create a Related File to select a file type (for example, letters, graphics, and spreadsheets) you want to relate to an object.  If the file type that you want does not appear, you can create or edit one.

Steps

1	Select a file type from the File Type list box, then choose OK.

or

Choose New Type to create a new file type.

or

Select a file type, then choose Setup Type to edit an existing file type.

See Also

Create or Edit Related File Type

Creating Related Files: The Big Picture

Watch quick tour of Creating Related Files


Print Topics

Purpose

You can print one or several Help topics.

Steps

To print a single Help topic,

1	Display the topic.

2	Choose the Print button at the top of the Help window.

or

Choose Print Topic from the File menu.

To print several topics,

1	Choose Print Topics from the File menu.

2	Choose from the following sequences of topics:

Creating a Related File

Exporting/Importing iBases

Exporting Data

Importing Data

Find or Query By Example

Printing iBase Information

Using the Calendar

Adding and Scheduling Events

Adding and Managing Tasks

Autodialing and E-mailing

Listing Objects in the Outline View

Arranging and Organizing a List of Objects

Organizing Views with Tabs

Customizing Object and Connection Fields

Customizing Menus and Menu Bars

Setting Preferences

3	Select the topics you want to print.

4	Choose Print.

Each topic is printed one at a time.


Edit Alarm Notification Check Boxes

Right-click Event Object, Alarm Notification Field, Field Properties, OK, Alarm Notification (Check Boxes)

Purpose

Use Alarm Notification Check Box Field Setup to create or edit Alarm Notification Check Box fields.  For example, the pre-defined alarms are set to notify you when the event is due and 3, 5, 10, and 30 minutes before that.  You could change these advanced warning times to 2, 6, 10, and 45 minutes.

Steps

1	Right-click an event object (such as a meeting).

2	Right-click the Alarm Notification field, choose Field Properties, then choose OK.

3	Type advanced warning time descriptions (such as "20 minutes") in the Description text boxes next the check boxes of your choice.

Make sure that that the Alarm/Notification check box in the Special Features group box is selected; otherwise, alarms will not signal.

4	Choose from the following options:

Write Contextual Help

Write Contextual Hint

See Also

Alarm Notification Preferences


Create or Edit Task Priority Radio Button Fields

Right-click Task Object, Priority Field, Field Properties, OK, Priority (Radio Button)

Purpose

A Priority Radio Button field is a special kind of radio button that is used for task objects only.  Use them to set up task priorities.  The pre-defined priority format is "1, 2, 3, 4" and so on, but you could change the priorities to something that makes more sense to you.

Steps

1	Right-click a task object in the Task display area of the Calendar Day View.

2	Right-click the Priority field, choose Field Properties, then choose OK.

3	Type descriptions in the Description text boxes (for example, "1" or "Urgent") for the Choice radio buttons you select.

4	Choose from the following options:

Write Contextual Help

Write Contextual Hint

Field Initial Value Calculation

See Also

Add Task Object

Create or Edit Field

Customizing Fields: The Big Picture


Alarm Status

Tools, Alarm Status

Purpose

Use Alarm Status to see the appointments and meetings for which you have alarms pending.

Steps

1	Choose Alarm Status from the Calendar Tools menu.

2	View the appointments that have alarms set.

3	Choose OK.

See Also

Alarm Notification Preferences


STR$

Purpose

Returns a leading sign (or leading space if the number is positive) and the string value of its numeric argument.

Syntax

STR$(Number)

Examples

STR$(123)

Returns the string value "123" where 123 is a numeric constant.

STR$(Qrts_in_gal)

Returns the string value " 4" where Qrts_in_gal is a numeric variable set to the value 4.  A leading space is returned in lieu of a plus sign for positive numbers.

MID$(STR$(500),2)

Returns the string value "500" where 500 is a numeric constant.  The leading space that STR$ returns for positive values is removed using the MID$ function.


Export iBase: Select Range

File, Export, iBase

Purpose

Use Export iBase: Select Range to specify the objects and connections in an iBase that you want to export.  Why Use This Feature?

Steps

1	Choose Export from the File menu, then choose Object.

2	Choose from the following options, then choose OK:

     	Entire iBase

Export all objects and connections in the iBase.

     	Objects and Connections Created or Changed on or after

Export only those objects and connections created or changed on or after the date you specify in the text box.

     	Objects and Connections on Current Tab

Export only the objects and connections exactly as they are displayed on the current Tab.

     	Objects and First-Level Connections on Current Tab

Export the objects on the Tab plus any first-level connections.

See Also

Creating Categories while Importing

Matching Fields during Import

Reconciling Differences between iBases


Import iBase: Field Type Error

The Import Field Type Error message appears if you tried to drag a field of one kind on a field of another kind.  Click OK, then drag the field to another field of the same name, or drop it on <Add Field> to create a new field in the receiving iBase.


Variable Functions

Purpose

The following is a list of the variable functions you can use with InfoCentral Initial Value Calculation Fields.

ABS

ASC

INSTR

INT

LEN

RND

SGN

VAL

See Also

Create Related File: Standard System Variables

Date and Time Functions

Logical Operators

Logical Operators with Relational Operators

Mathematical Operators

Miscellaneous System Variables

Relational Operators

String Functions

System Date and Time Variables


Import iBase: Verify Information

File, Import, iBase

Purpose

Use Import iBase to read information about the .OMG file that contains the objects and connections that you want to import into a receiving iBase.  After verifying the information, you can begin the import.  If the information is wrong, you can re-select the proper .OMG file or open a different receiving iBase.

Steps

1	Choose Import from the File menu, then choose iBase.

2	Read the information about the import .OMG file and the receiving iBase to verify that you are importing from and to the correct source and destination.

3	If the .OMG file is incorrect, choose Go Back to select another file.

or

Choose OK to begin the object import.

See Also

Combine iBases or Parts of iBases: The Big Picture

Creating a New Category When Importing iBase

Matching or Adding Fields

Reconciling Differences in Objects and Connections

Select Differenct Category When Importing iBase


Example (def)
Example

Suppose that you have been keeping track of your CD collection in your personal iBase.  A friend asks if she could have the CD information that you've been collecting.  Because you want to give her only the CD information and not all of your personal information, you could list the CDs on a tab, expand connections as necessary, then select the Objects and Connections on Current Tab option to export only the CD information.


Import iBase: Create New Category

File, Import, iBase

Purpose

Use Import iBase: Create New Category if a category you are importing does not exist in the receiving iBase.  For example, suppose you have a thing category called "Sail Boat" that you are exporting from one iBase to another.  However, the Sail Boat thing category does not exist in your receiving iBase.  Use Create New Category to quickly create it.

Steps

1	Choose Import from the File menu, then choose iBase.

2	Select the .OMG import file that represents the iBase you want to import, then choose OK.

3	If necessary, match the fields with the incoming iBase with those of the receiving iBase, then choose OK.

4	If you chose the wrong .OMG import file earlier, or mismatched fields, choose Go Back to amend your selections.

5	Choose New Category, confirm the spelling of the new category, then choose OK.

See Also

Combine iBases or Parts of iBases: The Big Picture

Matching or Adding Fields

Reconciling Differences in Objects and Connections

Select Differenct Category When Importing iBase


Import iBase: Difference in Objects
Import iBase: Reconcile Differences

File, Import, iBase

Purpose

Use Difference in Objects or Connections to reconcile Object or Connection Information differences between a receiving iBase and the iBase that you are importing.  The asterisks represent the information that is different.  You can accept the local, or receiving iBase version of the information, or the imported version of the information.

Steps

1	Choose Import from the File menu, then choose iBase.

2	Select the .OMG import file that represents the iBase you want to import, then choose OK.

3	If necessary, match the fields with the incoming iBase with those of the receiving iBase, then choose OK.

4	If a category doesn't exist in the receiving iBase, select a category from the list box, then choose OK.

or

Choose New Category and create a new category, then choose OK.

5	Choose Accept Local Version to accept the version of the information as it is in the receiving iBase.

or

Choose Accept Imported Version to accept the version of the information as it is in the imported version.

See Also

Combine iBases or Parts of iBases: The Big Picture

Creating a New Category When Importing iBase

Matching or Adding Fields

Select Different Category When Importing iBase


String Functions

Purpose

Click any of the following string functions for more information.

CHR$

DEL$

FORMAT$

INS$

LCASE$

LEFT$

LJUST$

MID$

REP$

RIGHT$

RJUST$

STR$

STRING$

TRIM$

TRIML$

TRIMR$

UCASE$

See Also

Create Related File: Standard System Variables

Date and Time Functions

Logical Operators

Logical Operators with Relational Operators

Mathematical Operators

Miscellaneous System Variables

Relational Operators

System Date and Time Variables

Variable Functions


STRING$

Purpose

Returns a string composed of specified character repeated for a specified length.  Length may be a numeric constant or numeric variable. If the argument is zero, it returns a null value.  If it is less than zero it causes a runtime error.  If it is greater than 255 it is truncated to 255.  This function takes two arguments.  The first is a numeric argument that defines the length of string desired.  The second argument defines the character that is to be repeated.  The second argument may be either a numeric or a string.  If the second argument is numeric then the STRING$ function takes the number it represents as the decimal ASCII character code that should compose the output string.  If the second argument is a string then the STRING$ function uses the first character of the string to compose the output string.

Syntax

STRING$(Length,ASCII_value)

STRING$(Length,Character$)

Examples

STRING$(7,65)

Returns "AAAAAAA" where 7 and 65 are both numeric constants.  The 7 represents the desired length of the string while the 65 represents the desired ASCII character number that should be repeated in the string.  The ASCII character number for the upper case letter "A" is 65.

STRING$(Length,Middle_initial$)

Returns "CCCCCCCCCCCCCCC" where Length is a numeric variable set to the value 15 while Middle_initial$ is a string variable set to the value "C".


Import iBase: Select Alternate Category

File, Import, iBase, Select Alternate Category

Purpose

If you are importing an object of a particular category, and that category does not exist in the receiving iBase, you can use Import iBase: Select Alternate Category to select or create a category.

Steps

1	Choose Import from the File menu, then choose iBase.

2	Select the .OMG import file that represents the iBase you want to import, then choose OK.

3	If necessary, match the fields with the incoming iBase with those of the receiving iBase, then choose OK.

4	If you chose the wrong .OMG import file earlier, or mismatched fields, choose Go Back to amend your selections.

5	Select a category from the list box.

or

Choose New Category and create a new category.

6	Choose OK.

See Also

Combine iBases or Parts of iBases: The Big Picture

Creating a New Category When Importing iBase

Matching or Adding Fields

Reconciling Differences in Objects and Connections


Import iBase: Unmatched Fields
Import iBase: Match Fields

File, Import, iBase

Purpose

Use Import iBase: Unmatched Fields if there are fields in the imported iBase that do not match those in the target or receiving iBase.  You can either match the incoming fields with those that already exist (if they are of the same type), or create a new field in the receiving iBase.  For example, if you are importing objects that have a "Billing Time" field, but the objects in the receiving iBase do not have this field, you can either match it with an existing Time field, or create a new field.

Steps

1	Choose Import from the File menu, then choose iBase.

2	Select the .OMG import file that represents the iBase you want to import, then choose OK.

3	If you chose the wrong .OMG import file, choose Go Back to select a different one, then choose OK.

4	Drag a field in the Input Field list box and drop it on the matching field in the Receiving Field list box.

If you try to match fields of two different types, such as a Date field and a Telephone field, you will get an error message.  The fields you match must be of the same type.

5	If a field in the Input Field list box does not match a field in the Receiving Field list box, drag the field on <Add Field> to add it to the receiving iBase.

6	Choose OK.

See Also

Combine iBases or Parts of iBases: The Big Picture

Creating a New Category When Importing iBase

Reconciling Differences in Objects and Connections

Select Different Category When Importing iBase


Publisher Info

File, Export, iBase, Specify Range, Select Export File

Purpose

If you are using the Export iBase feature for publishing purposes, you can use Publisher Info to specify the name, source ID field, iBase version, and release date of the iBase you are publishing.  This dialog box appears only if you have started InfoCentral with the /AUTHOR startup option.

Steps

1	Type the information that you want to appear as a person imports the iBase you are publishing.

2	Choose OK.


Synchronize Calendars
GroupWise Update

Calendar, File, GroupWise

Purpose

Use GroupWise Update to exchange appointments and tasks between the WordPerfect GroupWise 4.1 and InfoCentral calendars.  Example

      	Because the GroupWise Update feature exports from and imports to certain fields in the event and task objects (such as the Meeting Date, Description, and Priority fields), you should not delete or change any of the pre-defined fields of these object types.  If you do, the GroupWise Update feature will not function properly.

Steps

1	If you are not already in the InfoCentral Calendar, click the Calendar tab.

2	Choose GroupWise Update from the File menu.

3	Choose from the following options, then choose OK.

     	Import

Get appointments and tasks from your copy of GroupWise and add them as new event and task objects to your InfoCentral Calendar.

     	Export

Transfer event and task objects from the InfoCentral Calendar into your GroupWise Calendar.

     	Time Period

Specify the range of days that include the events and tasks that you want to import or export.  The From: and To: notes indicate the range you have specified.

          	Note that GroupWise task priorities that include letters (for example, A1, C5, and Z2) are converted to numbered priorites (for example, 1, 5, and 2).  GroupWise priorities that contain only a letter are converted to priority 1 in InfoCentral.

See Also

Send E-mail


ABS

Purpose

Returns the absolute value of its numeric argument.  The absolute value of a negative number is the number converted to positive.  The absolute value of a positive number is the same number.

Syntax

ABS(Number)

Examples

ABS(12)

Returns 12 where 12 is a numeric constant.

ABS(Nbr)

Returns 550 where Nbr is a numeric variable set to the value 550.

ABS(Positive_Nbr)

Returns 700 where Positive_Nbr is a numeric variable set to the value 700.

See Also

SGN


ASC

Purpose

Returns the decimal ASCII character code of its string argument.  The ASCII character code that is returned has a value from zero to 255.  If Character$ contains a string longer than one character, the ASCII code value of the first character is returned.

Syntax

ASC(Character$)

Examples

ASC("A")

Returns 65 where "A" is a string constant.

ASC(Initials)

Returns 66 where Initials is a string variable set to the value BLT.

See Also

CHR$


INSTR

Purpose

Returns the character position of the first character position where its second string argument occurs in its first string argument.  Token$ must occur in the same case in Text$ to be detected.  That is, "Alpha" is not the same as "alpha."

Syntax

INSTR(Text$,Token$)

Examples

INSTR("See Spot run fast.","Spot")

Returns 5 where "See Spot run fast" and "Spot" are both string constants.

INSTR(Sentence$,Verb$)

Returns 10 where Sentence$ is a string variable set to the value "See Spot run fast" and Verb$ is a string variable set to the value "run".

INSTR("My name is Jerry","jerry")

Returns 0 where "My name is Jerry" and "jerry" are both string constants.  Since the cases dont match in "jerry" and "Jerry" then no occurrence is found and INSTR returns zero.


INT

Purpose

Returns the largest integer less than or equal to the value of its numeric argument.  Number may be positive, negative, or zero.

Syntax

INT(Number)

Examples

INT(89.2468)

Returns 89 where 89.2468 is a numeric constant.

INT(Nbr)

Returns 500 where Nbr is a numeric variable set to the value 500.01 Nbr

INT(Nbr)

Returns .34 where Nbr is a numeric variable set to the value 12.34.  The fractional component of a number may be determined by subtracting its integer component from itself.


LEN

Purpose

Returns the length, or number of characters contained in its string argument.  The number of characters includes spaces.

Syntax

LEN(Text$)

Examples

LEN("How long is this text?")

Returns 22 where "How long is this text?" is a string constant.

LEN(My_name)

Returns 13 where My_name is a string variable set to the value "Marc Sabatini."


RND

Purpose

Returns a random number with a value from .0000001 and .9999999.  The random number generator that is used by the RND function is reseeded by its numeric argument.  Reseeding a random number generator causes it to generate a different series of numbers.  Using a component of the system time, or the seconds past midnight, as a seed value is a common practice to assure that the series of random numbers varies with each session of use of the random number generator.

Syntax

RND(Seed_value)

Examples

RND(5)

Returns a random number with a value from .000001 and .999999 where 5 is a numeric constant and used by the RND function to seed the random number generator.


SGN

Purpose

Returns the sign of its numeric argument.  If Number is positive, SGN returns the value 1.  If it is negative, SGN returns the value 1.  If it is zero, SGN returns the value 0.

Syntax

SGN(Number)

Examples

SGN(23)

Returns 1 where 23 is a numeric constant.

SGN(Nbr)

Returns 1 where Nbr is a numeric variable set to the value 450.

See Also

ABS


TRIM$

Purpose

Returns a copy of its string argument with any leading and trailing spaces removed.

Syntax

TRIM$(Text$)

Examples

TRIM$("  Hi there  ")

Returns "Hi there" where "  Hi there  " is a string constant.  Both leading and trailing spaces are removed by the TRIM$ function.

TRIM$(Full_name$)

Returns "Marc Sabatini" where Full_name$ is a string variable set to the value "   Marc Sabatini  "

See Also

TRIML$

TRIMR$


TRIML$

Purpose

Returns a copy of its string argument with any leading spaces removed.

Syntax

TRIML$(Text$)

Examples

TRIML$("  This is it  ")

Returns "This is it  " where "  This is it  " is a string constant.

TRIML$(Last_name$)

Returns "Johnson  " where Last_name$ is a string variable set to the value "  Johnson  "

See Also

TRIM$

TRIMR$


TRIMR$

Purpose

Returns a copy of its string argument with any trailing spaces removed.

Syntax

TRIMR$(Text$)

Examples

TRIMR$("  Big test  ")

Returns "  Big test" where "  Big test  " is a string constant.

TRIMR$(Type_of_car$)

Returns "  Jaguar" where Type_of_car$ is a string variable set to the value "  Jaguar  "

See Also

TRIM$

TRIML$


UCASE$

Purpose

Returns a string that is its string argument with any lowercase letters converted to uppercase.

Syntax

UCASE$(Mixed_text$)

Examples

UCASE$("Converts this")

Returns "CONVERTS THIS" where "Converts this" is a string constant.

UCASE$(Last_name$)

Returns "DA SILVA" where Last_name$ is a string variable set to the value "da Silva".

See Also

LCASE$


VAL

Purpose

Returns the numeric value of its string argument.

Syntax

VAL(String_value$)

Examples

VAL("123.45")

Returns 123.45 where "123.45" is a string constant.

VAL(Retail)

Returns 41.50 where Retail is a string variable set to the value "41.50".

See Also

STR$


INSERT

Purpose

Inserts a new object into the iBase.  Category$ is a mandatory argument.

Syntax

INSERT Category$ ERRORTO=Label

Parameters

$Category$

Specifies the category for the inserted object.

Label

The statement label where macro execution resumes if an exception occurs during the INSERT.

Examples

CLEAR CATEGORY "Person"

INSERTPerson

NewApptObj=Sys_object_ID

READ REWIND

READ NewApptObj

EXTRACT NewApptObj

SETVALUE First_Name$, Glen

SETVALUE Last_Name$,Morris

UPDATE

DISPLAYObject+Str$(Sys_object_ID)+insertedWAITFORKEY

Clears all fields associated with the object category Person.  Two fields  first names and last names  are assigned values.  A new Person object is inserted and its assigned object ID is placed into the Sys_object_ID system variable.  READ REWIND gives the instruction to go to the beginning of iBase, and READ NewApptObj instructs Find new object by its ID. The EXTRACT string ensures that a new object will be extracted from iBase, while the SETVALUE strings set new object information.  Finally, the iBase is updated with the changed object.


Cleanup iBase

File, Housekeeping, Shred Private Information, OK

Purpose

Use Cleanup iBase to select the information in your iBase marked as private that you want to shred.

      	Use this option with caution.  You will not be able to restore the information that you shred.

Steps

1	Choose Housekeeping from the File menu.

2	Select Shred Private Information, then choose OK.

3	Choose from the following options.

     	Shred all Attached Memos

Purge all memos that you have attached to the objects that you have marked as private.

     	Shred the Contents of all Memo Fields

Purge the contents of all memo fields for those objects that you have specified as Private.

     	Shred all Connection Descriptions that are not in use

Purge all connection descriptions that you have not used to connect objects.

     	Shred all File Titles

Purge the titles of the files you have connected to objects (not the files themselves).

See Also

Housekeeping


How Do I

Learn InfoCentral Basics

Manage My Schedule and Tasks

Create Views of My iBase Information

Create and Attach Letters, Spreadsheets, Graphics

Get Information In and Out of iBase

Customize Menus, Fields, and Settings


How Do I

Learn InfoCentral Basics

Add Objects

The Big Picture

Add New Object

Create or Edit Categories

Edit Object Information

Connect Object with Another

Edit Connection Information

Connect Objects

The Big Picture

Connect Objects

Add Information to Connection

Edit Connection Information

Edit Connection Description

Connect Multiple Objects

Connect to Objects on Other Tabs

Find Objects

The Big Picture

Use FastFind

FastFind Files

Find-By-Example

Find-By-Connection

Find All Categories

Use Alphabetic Index

Use Address Book

Edit Information

The Big Picture

Edit Object Information

Edit Connection Information

Edit Connection Description

Edit Categories

Edit Memos

Edit Tabs

Edit Related (or Attached) File

Zoom or Unzoom Fields

Print iBase Information

The Big Picture

Print Address Book

Print Calendar

Print Current Tab

Print Mailing Labels

Print Object Information

Setup Printer

Print Help Topics

Use Multiple iBases

Name New iBase

Open Another iBase

Save iBase with Different Name

Rename iBase

Delete iBase

Manage My Schedule and Tasks

Use Calendar

The Big Picture

Change Calendar View

Go To Today

Go To Specific Date

Add an Event

Add a Task

Connect Events to Objects

Delegate Tasks

Calculate Date Differences

Sychronize with GroupWise

Set Calendar Preferences

Set Alarm Notify Preferences

Print Calendar

List Today's Schedule in Outline View

Schedule an Event

The Big Picture

Schedule Appointment

Schedule a Meeting

Schedule a Telephone Call

Include Participants

Connect Event to Location

Set an Alarm

Change Alarm Notification

Check Alarm Status

Delete Scheduled Event

Undelete Scheduled Event

List Today's Schedule in Outline View

Schedule Recurring Events

Follow Up with People and Organizations

Add and Manage Tasks

The Big Picture

Add a Task

Prioritize Tasks

Delegate Tasks

Delete Tasks

Undelete Tasks

Follow Up on Tasks

List Today's Schedule in Outline View

Write Notes and Memos

The Big Picture

Keep Daily Notes

Delete Notes

Cut, Copy, and Paste Notes

Attach Memos

Use InfoCentral to Communicate

The Big Picture

Dial a Phone Number

Dial from Address Book

Log a Phone Call

Lookup Calling Information

Use Elapsed Timer

Mail a File

Set Telephone Preferences

Set Daylight Saving Time

Set Modem Preferences

Create Views of My iBase Information

List Objects

The Big Picture

List Objects Alphabetically

List with FastFind

List by Example

List by Connection

List All Categories

List All Drives

List with Alphabetic Index

List Today's Schedule

Rearrange a List of Objects

The Big Picture

Expand Connections

Collapse Connections

Clear Objects

Delete an Object

Left Justify an Object

Undelete an Object

Put Object at Top of List

Put Object at Top with Connections

Flatten Object Outline

Move Objects in List

Sort List Alphabetically

Organize with Tabs

The Big Picture

Create or Edit Tabs

Connect Objects to Other Tabs

Save Lists to Tabs

Move Tabs

Use Tab Index

Create and Attach Letters, Spreadsheets, Graphics

Overview of Related Files

The Big Picture

How a Related File is Created

Personalize My Applications

Locate My Applications

Launch an Application and Attach File

Select Related File Type

Describe Related File

Expand Connections to See Related File

Customize a Related File Type

Create or Edit Related File Type

Include Related Person/Organization

Send Keystrokes to Application

Start Features Application

Send Pre-Defined Text to Application

Send Standard Variables to Application

Send System Date and Time Variables

Extract Field Information

Work with Files and Directories

The Big Picture

Search External Files

FastFind Files

View All Drives

Mail a File

Open a File

Copy a File

Delete a File

Undelete a File

Attach Memos to File or Directory

Rename or Move File

Create a Directory

Rename a Directory

Delete Directory Object

Change Display Case

Change File Display Settings

Get Information In and Out of iBase

Import Data into iBase

The Big Picture

Create Import File

Create Import Scenario

Select Import File

Select First Category

Select Second Category

Select Default Connection

Set Import Preferences

Match Fields

Check Import Summary

Begin Import

Check Import Completion

Export iBase Data

The Big Picture

Create or Select Export Scenario

Select Export Category

Select Export Connected Category

Select Default Connection

Specify Output File

Select Export Fields

Check Export Summary

Begin Export

Check Export Completion

Scan My Files for Information

Use InfoScan

Check InfoScan Import Summary

Begin Import

Check Import Completion

Import Categories from Other iBase

List All Categories

Create or Edit Categories

Import Categories

Take An iBase On the Road

The Big Picture

Check Out Remote iBase

Check In Remote iBase

Reconcile Differences

Abandon Remote iBase

Combine iBases or Parts of iBases

The Big Picture

Specify the Objects to Export

Name Export File

Select Import File

Examine Import Information

Match Fields with Existing Fields

Select Alternate Category

Create New Category

Reconcile Differences

Customize Menus, Fields, and Settings

Learn Menu Basics

The Big Picture

Add New Menu Item

Delete Menu Item

Change Menu Bar

Customize Menus and Menu Bar

Customize Menu

Customize Menu Bar

Assign Accelerator Keys

Perform Built-In Commands

Launch Programs from Menus

Sprout New Menu

Load Menu System

Learn Field Basics

The Big Picture

Select Different Field

Delete Field

Undelete Field

Add New Field

Edit Field

Move Field

Edit Object or Connection Information

Select a Field Type to Customize

Alarm Notification

Alpha/Numeric Fields

Calculation

Check Boxes

Connection

Currency

Date

Fax Line

Group Title

Memo

Modem

Number

Radio Button

Task Priority

Telephone

Time

Set Up Field Properties

Calculate Formulas in Fields

Carry Values Forward to New Objects

Format Text

Change the Text Case

Make Text Entry Mandatory

Set Preferences

The Big Picture

Add Preferences

Alarm Preferences

Calendar Preferences

Connections Preferences

Daylight Saving Time

Display Preferences

Customize Menu Hot Key

FastFind Preferences

Load Menu System

Modem Preferences

Name Preferences

Telephone Preferences

Viewing Date Preferences

Secure and Clean Up My iBase

The Big Picture

Set iBase Passwords

Do Housekeeping on iBase

View iBase Information


How Do I

Learn InfoCentral Basics

Add Objects

Connect Objects

Find Objects

Edit Information

Print iBase Information

Use Multiple iBases

Manage My Schedule and Tasks

Create Views of My iBase Information

Create and Attach Letters, Spreadsheets, Graphics

Get Information In and Out of iBase

Customize Menus, Fields, and Settings


How Do I

Learn InfoCentral Basics

Manage My Schedule and Tasks

Use Calendar

Schedule an Event

Add and Manage Tasks

Write Notes and Memos

Use InfoCentral to Communicate

Create Views of My iBase Information

Create and Attach Letters, Spreadsheets, Graphics

Get Information In and Out of iBase

Customize Menus, Fields, and Settings


How Do I

Learn InfoCentral Basics

Manage My Schedule and Tasks

Create Views of My iBase Information

List Objects

Rearrange a List of Objects

Organize with Tabs

Create and Attach Letters, Spreadsheets, Graphics

Get Information In and Out of iBase

Customize Menus, Fields, and Settings


How Do I

Learn InfoCentral Basics

Manage My Schedule and Tasks

Create Views of My iBase Information

Create and Attach Letters, Spreadsheets, Graphics

Overview of Related Files

Launch an Application and Attach File

Customize a Related File Type

Work with Files and Directories

Get Information In and Out of iBase

Customize Menus, Fields, and Settings


How Do I

Learn InfoCentral Basics

Manage My Schedule and Tasks

Create Views of My iBase Information

Create and Attach Letters, Spreadsheets, Graphics

Get Information In and Out of iBase

Import Data into iBase

Export iBase Data

Scan My Files for Information

Import Categories from Other iBase

Take An iBase On the Road

Combine iBases or Parts of iBases

Customize Menus, Fields, and Settings


How Do I

Learn InfoCentral Basics

Manage My Schedule and Tasks

Create Views of My iBase Information

Create and Attach Letters, Spreadsheets, Graphics

Get Information In and Out of iBase

Customize Menus, Fields, and Settings

Learn Menu Basics

Customize Menus and Menu Bar

Learn Field Basics

Select a Field Type to Customize

Set Up Field Properties

Set Preferences

Secure and Clean Up My iBase


How Do I

Learn InfoCentral Basics

Add Objects

The Big Picture

Add New Object

Create or Edit Categories

Edit Object Information

Connect Object with Another

Edit Connection Information

Connect Objects

Find Objects

Edit Information

Print iBase Information

Use Multiple iBases

Manage My Schedule and Tasks

Create Views of My iBase Information

Create and Attach Letters, Spreadsheets, Graphics

Get Information In and Out of iBase

Customize Menus, Fields, and Settings


How Do I

Learn InfoCentral Basics

Add Objects

Connect Objects

The Big Picture

Connect Objects

Add Information to Connection

Edit Connection Information

Edit Connection Description

Connect Multiple Objects

Connect to Objects on Other Tabs

Find Objects

Edit Information

Print iBase Information

Use Multiple iBases

Manage My Schedule and Tasks

Create Views of My iBase Information

Create and Attach Letters, Spreadsheets, Graphics

Get Information In and Out of iBase

Customize Menus, Fields, and Settings


How Do I

Learn InfoCentral Basics

Add Objects

Connect Objects

Find Objects

The Big Picture

Use FastFind

FastFind Files

Find-By-Example

Find-By-Connection

Find All Categories

Use Alphabetic Index

Use Address Book

Edit Information

Print iBase Information

Use Multiple iBases

Manage My Schedule and Tasks

Create Views of My iBase Information

Create and Attach Letters, Spreadsheets, Graphics

Get Information In and Out of iBase

Customize Menus, Fields, and Settings


How Do I

Learn InfoCentral Basics

Add Objects

Connect Objects

Find Objects

Edit Information

The Big Picture

Edit Object Information

Edit Connection Information

Edit Connection Description

Edit Categories

Edit Memos

Edit Tabs

Edit Related (or Attached) File

Zoom or Unzoom Fields

Print iBase Information

Use Multiple iBases

Manage My Schedule and Tasks

Create Views of My iBase Information

Create and Attach Letters, Spreadsheets, Graphics

Get Information In and Out of iBase

Customize Menus, Fields, and Settings


How Do I

Learn InfoCentral Basics

Add Objects

Connect Objects

Find Objects

Edit Information

Print iBase Information

The Big Picture

Print Address Book

Print Calendar

Print Current Tab

Print Mailing Labels

Print Object Information

Setup Printer

Print Help Topics

Use Multiple iBases

Manage My Schedule and Tasks

Create Views of My iBase Information

Create and Attach Letters, Spreadsheets, Graphics

Get Information In and Out of iBase

Customize Menus, Fields, and Settings


How Do I

Learn InfoCentral Basics

Add Objects

Connect Objects

Find Objects

Edit Information

Print iBase Information

Use Multiple iBases

Name New iBase

Open Another iBase

Save iBase with Different Name

Rename iBase

Delete iBase

Manage My Schedule and Tasks

Create Views of My iBase Information

Create and Attach Letters, Spreadsheets, Graphics

Get Information In and Out of iBase

Customize Menus, Fields, and Settings


How Do I

Learn InfoCentral Basics

Manage My Schedule and Tasks

Use Calendar

The Big Picture

Change Calendar View

Go To Today

Go To Specific Date

Add an Event

Add a Task

Connect Events to Objects

Delegate Tasks

Calculate Date Differences

Sychronize with GroupWise

Set Calendar Preferences

Set Alarm Notify Preferences

Print Calendar

List Today's Schedule in Outline View

Schedule an Event

Add and Manage Tasks

Write Notes and Memos

Use InfoCentral to Communicate

Create Views of My iBase Information

Create and Attach Letters, Spreadsheets, Graphics

Get Information In and Out of iBase

Customize Menus, Fields, and Settings


How Do I

Learn InfoCentral Basics

Manage My Schedule and Tasks

Use Calendar

Schedule an Event

The Big Picture

Schedule Appointment

Schedule a Meeting

Schedule a Telephone Call

Include Participants

Connect Event to Location

Set an Alarm

Change Alarm Notification

Check Alarm Status

Delete Scheduled Event

Undelete Scheduled Event

List Today's Schedule in Outline View

Schedule Recurring Events

Follow Up with People and Organizations

Add and Manage Tasks

Write Notes and Memos

Use InfoCentral to Communicate

Create Views of My iBase Information

Create and Attach Letters, Spreadsheets, Graphics

Get Information In and Out of iBase

Customize Menus, Fields, and Settings


How Do I

Learn InfoCentral Basics

Manage My Schedule and Tasks

Use Calendar

Schedule an Event

Add and Manage Tasks

The Big Picture

Add a Task

Prioritize Tasks

Delegate Tasks

Delete Tasks

Undelete Tasks

Follow Up on Tasks

List Today's Schedule in Outline View

Write Notes and Memos

Use InfoCentral to Communicate

Create Views of My iBase Information

Create and Attach Letters, Spreadsheets, Graphics

Get Information In and Out of iBase

Customize Menus, Fields, and Settings


How Do I

Learn InfoCentral Basics

Manage My Schedule and Tasks

Use Calendar

Schedule an Event

Add and Manage Tasks

Write Notes and Memos

The Big Picture

Keep Daily Notes

Delete Notes

Cut, Copy, and Paste Notes

Attach Memos

Use InfoCentral to Communicate

Create Views of My iBase Information

Create and Attach Letters, Spreadsheets, Graphics

Get Information In and Out of iBase

Customize Menus, Fields, and Settings


How Do I

Learn InfoCentral Basics

Manage My Schedule and Tasks

Use Calendar

Schedule an Event

Add and Manage Tasks

Write Notes and Memos

Use InfoCentral to Communicate

The Big Picture

Dial a Phone Number

Dial from Address Book

Log a Phone Call

Lookup Calling Information

Use Elapsed Timer

Mail a File

Set Telephone Preferences

Set Daylight Saving Time

Set Modem Preferences

Create Views of My iBase Information

Create and Attach Letters, Spreadsheets, Graphics

Get Information In and Out of iBase

Customize Menus, Fields, and Settings


How Do I

Learn InfoCentral Basics

Manage My Schedule and Tasks

Create Views of My iBase Information

List Objects

The Big Picture

List Objects Alphabetically

List with FastFind

List by Example

List by Connection

List All Categories

List All Drives

List with Alphabetic Index

List Today's Schedule

Rearrange a List of Objects

Organize with Tabs

Create and Attach Letters, Spreadsheets, Graphics

Get Information In and Out of iBase

Customize Menus, Fields, and Settings


How Do I

Learn InfoCentral Basics

Manage My Schedule and Tasks

Create Views of My iBase Information

List Objects

Rearrange a List of Objects

The Big Picture

Expand Connections

Collapse Connections

Clear Objects

Delete an Object

Left Justify an Object

Undelete an Object

Put Object at Top of List

Put Object at Top with Connections

Flatten Object Outline

Move Objects in List

Sort List Alphabetically

Organize with Tabs

Create and Attach Letters, Spreadsheets, Graphics

Get Information In and Out of iBase

Customize Menus, Fields, and Settings


How Do I

Learn InfoCentral Basics

Manage My Schedule and Tasks

Create Views of My iBase Information

List Objects

Rearrange a List of Objects

Organize with Tabs

The Big Picture

Create or Edit Tabs

Connect Objects to Other Tabs

Save Lists to Tabs

Move Tabs

Use Tab Index

Create and Attach Letters, Spreadsheets, Graphics

Get Information In and Out of iBase

Customize Menus, Fields, and Settings


How Do I

Learn InfoCentral Basics

Manage My Schedule and Tasks

Create Views of My iBase Information

Create and Attach Letters, Spreadsheets, Graphics

Overview of Related Files

The Big Picture

How a Related File is Created

Personalize My Applications

Locate My Applications

Launch an Application and Attach File

Customize a Related File Type

Work with Files and Directories

Get Information In and Out of iBase

Customize Menus, Fields, and Settings


How Do I

Learn InfoCentral Basics

Manage My Schedule and Tasks

Create Views of My iBase Information

Create and Attach Letters, Spreadsheets, Graphics

Overview of Related Files

Launch an Application and Attach File

Select Related File Type

Describe Related File

Expand Connections to See Related File

Customize a Related File Type

Work with Files and Directories

Get Information In and Out of iBase

Customize Menus, Fields, and Settings


How Do I

Learn InfoCentral Basics

Manage My Schedule and Tasks

Create Views of My iBase Information

Create and Attach Letters, Spreadsheets, Graphics

Overview of Related Files

Launch an Application and Attach File

Customize a Related File Type

Create or Edit Related File Type

Include Related Person/Organization

Send Keystrokes to Application

Start Features Application

Send Pre-Defined Text to Application

Send Standard Variables to Application

Send System Date and Time Variables

Extract Field Information

Work with Files and Directories

Get Information In and Out of iBase

Customize Menus, Fields, and Settings


How Do I

Learn InfoCentral Basics

Manage My Schedule and Tasks

Create Views of My iBase Information

Create and Attach Letters, Spreadsheets, Graphics

Overview of Related Files

Launch an Application and Attach File

Customize a Related File Type

Work with Files and Directories

The Big Picture

Search External Files

FastFind Files

View All Drives

Mail a File

Open a File

Copy a File

Delete a File

Undelete a File

Attach Memos to File or Directory

Rename or Move File

Create a Directory

Rename a Directory

Delete Directory Object

Change Display Case

Change File Display Settings

Get Information In and Out of iBase

Customize Menus, Fields, and Settings


How Do I

Learn InfoCentral Basics

Manage My Schedule and Tasks

Create Views of My iBase Information

Create and Attach Letters, Spreadsheets, Graphics

Get Information In and Out of iBase

Import Data into iBase

The Big Picture

Create Import File

Create Import Scenario

Select Import File

Select First Category

Select Second Category

Select Default Connection

Set Import Preferences

Match Fields

Check Import Summary

Begin Import

Check Import Completion

Export iBase Data

Scan My Files for Information

Import Categories from Other iBase

Take An iBase On the Road

Combine iBases or Parts of iBases

Customize Menus, Fields, and Settings


How Do I

Learn InfoCentral Basics

Manage My Schedule and Tasks

Create Views of My iBase Information

Create and Attach Letters, Spreadsheets, Graphics

Get Information In and Out of iBase

Import Data into iBase

Export iBase Data

The Big Picture

Create or Select Export Scenario

Select Export Category

Select Export Connected Category

Select Default Connection

Specify Output File

Select Export Fields

Check Export Summary

Begin Export

Check Export Completion

Scan My Files for Information

Import Categories from Other iBase

Take An iBase On the Road

Combine iBases or Parts of iBases

Customize Menus, Fields, and Settings


How Do I

Learn InfoCentral Basics

Manage My Schedule and Tasks

Create Views of My iBase Information

Create and Attach Letters, Spreadsheets, Graphics

Get Information In and Out of iBase

Import Data into iBase

Export iBase Data

Scan My Files for Information

Use InfoScan

Check InfoScan Import Summary

Begin Import

Check Import Completion

Import Categories from Other iBase

Take An iBase On the Road

Combine iBases or Parts of iBases

Customize Menus, Fields, and Settings


How Do I

Learn InfoCentral Basics

Manage My Schedule and Tasks

Create Views of My iBase Information

Create and Attach Letters, Spreadsheets, Graphics

Get Information In and Out of iBase

Import Data into iBase

Export iBase Data

Scan My Files for Information

Import Categories from Other iBase

List All Categories

Create or Edit Categories

Import Categories

Take An iBase On the Road

Combine iBases or Parts of iBases

Customize Menus, Fields, and Settings


How Do I

Learn InfoCentral Basics

Manage My Schedule and Tasks

Create Views of My iBase Information

Create and Attach Letters, Spreadsheets, Graphics

Get Information In and Out of iBase

Import Data into iBase

Export iBase Data

Scan My Files for Information

Import Categories from Other iBase

Take An iBase On the Road

The Big Picture

Check Out Remote iBase

Check In Remote iBase

Reconcile Differences

Abandon Remote iBase

Combine iBases or Parts of iBases

Customize Menus, Fields, and Settings


How Do I

Learn InfoCentral Basics

Manage My Schedule and Tasks

Create Views of My iBase Information

Create and Attach Letters, Spreadsheets, Graphics

Get Information In and Out of iBase

Import Data into iBase

Export iBase Data

Scan My Files for Information

Import Categories from Other iBase

Take An iBase On the Road

Combine iBases or Parts of iBases

The Big Picture

Specify the Objects to Export

Name Export File

Select Import File

Examine Import Information

Match Fields with Existing Fields

Select Alternate Category

Create New Category

Reconcile Differences

Customize Menus, Fields, and Settings


How Do I

Learn InfoCentral Basics

Manage My Schedule and Tasks

Create Views of My iBase Information

Create and Attach Letters, Spreadsheets, Graphics

Get Information In and Out of iBase

Customize Menus, Fields, and Settings

Learn Menu Basics

The Big Picture

Add New Menu Item

Delete Menu Item

Change Menu Bar

Customize Menus and Menu Bar

Learn Field Basics

Select a Field Type to Customize

Set Up Field Properties

Set Preferences

Secure and Clean Up My iBase


How Do I

Learn InfoCentral Basics

Manage My Schedule and Tasks

Create Views of My iBase Information

Create and Attach Letters, Spreadsheets, Graphics

Get Information In and Out of iBase

Customize Menus, Fields, and Settings

Learn Menu Basics

Customize Menus and Menu Bar

Customize Menu

Customize Menu Bar

Assign Accelerator Keys

Perform Built-In Commands

Launch Programs from Menus

Sprout New Menu

Load Menu System

Learn Field Basics

Select a Field Type to Customize

Set Up Field Properties

Set Preferences

Secure and Clean Up My iBase


How Do I

Learn InfoCentral Basics

Manage My Schedule and Tasks

Create Views of My iBase Information

Create and Attach Letters, Spreadsheets, Graphics

Get Information In and Out of iBase

Customize Menus, Fields, and Settings

Learn Menu Basics

Customize Menus and Menu Bar

Learn Field Basics

The Big Picture

Select Different Field

Delete Field

Undelete Field

Add New Field

Edit Field

Move Field

Edit Object or Connection Information

Select a Field Type to Customize

Set Up Field Properties

Set Preferences

Secure and Clean Up My iBase


How Do I

Learn InfoCentral Basics

Manage My Schedule and Tasks

Create Views of My iBase Information

Create and Attach Letters, Spreadsheets, Graphics

Get Information In and Out of iBase

Customize Menus, Fields, and Settings

Learn Menu Basics

Customize Menus and Menu Bar

Learn Field Basics

Select a Field Type to Customize

Alarm Notification

Alpha/Numeric Fields

Calculation

Check Boxes

Connection

Currency

Date

Fax Line

Group Title

Memo

Modem

Number

Radio Button

Task Priority

Telephone

Time

Set Up Field Properties

Set Preferences

Secure and Clean Up My iBase


How Do I

Learn InfoCentral Basics

Manage My Schedule and Tasks

Create Views of My iBase Information

Create and Attach Letters, Spreadsheets, Graphics

Get Information In and Out of iBase

Customize Menus, Fields, and Settings

Learn Menu Basics

Customize Menus and Menu Bar

Learn Field Basics

Select a Field Type to Customize

Set Up Field Properties

Calculate Formulas in Fields

Carry Values Forward to New Objects

Format Text

Change the Text Case

Make Text Entry Mandatory

Set Preferences

Secure and Clean Up My iBase


How Do I

Learn InfoCentral Basics

Manage My Schedule and Tasks

Create Views of My iBase Information

Create and Attach Letters, Spreadsheets, Graphics

Get Information In and Out of iBase

Customize Menus, Fields, and Settings

Learn Menu Basics

Customize Menus and Menu Bar

Learn Field Basics

Select a Field Type to Customize

Set Up Field Properties

Set Preferences

The Big Picture

Add Preferences

Alarm Preferences

Calendar Preferences

Connections Preferences

Daylight Saving Time

Display Preferences

Customize Menu Hot Key

FastFind Preferences

Load Menu System

Modem Preferences

Name Preferences

Telephone Preferences

Viewing Date Preferences

Secure and Clean Up My iBase


How Do I

Learn InfoCentral Basics

Manage My Schedule and Tasks

Create Views of My iBase Information

Create and Attach Letters, Spreadsheets, Graphics

Get Information In and Out of iBase

Customize Menus, Fields, and Settings

Learn Menu Basics

Customize Menus and Menu Bar

Learn Field Basics

Select a Field Type to Customize

Set Up Field Properties

Set Preferences

Secure and Clean Up My iBase

The Big Picture

Set iBase Passwords

Do Housekeeping on iBase

View iBase Information


Edit BIF Files

Use the BIF Editor@8144

Open BIF Files@8187

Edit Items@8178

Insert Items@8181

Delete Items@8174

Override Other .BIF Values@8183

Save BIF Files@8188

Use Startup Switches with BIF Files@8357

Use the Macro Facility

Set Up the Macro Facility

Choose Macro Facility Options@8009

Select Macro Facility Settings@8141

Use Macros with the Macro Facility

Record Macros@8159

Play Macros@8152

Edit Macros@8537

Compile Macros@8533

Write and Troubleshoot Macros@8529

Index and Search Files

Set Up and Use QuickFinder Indexes

Choose Indexing Preferences@8158

Choose Options for Individual Indexes@8134

Choose Indexing Criteria@8037

Speed Up Indexing@8516

Generate QuickFinder Indexes@8133

Search for Words, Phrases, or Files with QuickFinder

Search with QuickFinder@8036

Search Document Summary Fields@8040

Refine Search Criteria@8487

Re-use Defined Searches@8136

Re-use the Search Results List@8168

Spell-check Documents and Text Areas

Choose Checking Options@8059

Spell-check Text@8400

Change Dictionaries@8082

Chain Supplementary Dictionaries@8401

Edit Dictionaries@8177

Add Words and Phrases to Dictionaries@8173

Use Document-specific Dictionaries@8079

Find Synonyms and Antonyms

Search for Synonyms and Antonyms@8182

Look Up Specific Words@8053

Change the Lookup Text@8051

Change Dictionaries@8046

Replace Words with Synonyms or Antonyms@8055

Display a List of Previously Looked Up Words@8052


ODMA Support

Purpose

ODMA (Open Document Management API) lets you use other ODMA-supporting document management systems you have installed instead of WordPerfect's file management dialog.

Steps

To use a WordPerfect file management dialog,

1	Request a WordPerfect file management dialog box from the current document managment system.

To return to your document management system,

1	Open a WordPerfect file managment dialog box.

2	Choose the appropriate button.

See Also

Managing Files


Open a Copy of a File

Purpose

Use Open As Copy to open a document as a read-only copy. You can read the document and make changes to it, but you must save it with a different filename.

Steps

1	Choose Open from the File menu, then select Open As Copy.

2	Specify the filename you want, then choose Open.

3	Read the file or make changes to it.

4	Choose Save As from the File menu, type a new name for the file, then choose Save.

See Also

Opening Files


 Hint

Find allows you to use multiple wildcard characters (* and ?) in your search string.


Select Directory

Purpose

Use the folder icon to select the directory you want. It appears next to text boxes where you need to specify a directory name. When you choose OK, the directory you selected appears in the text box.

Steps

1	Click the folder icon.

2	Select the drive and directory you want to list the files in.

or

Choose a QuickList entry.

3	Choose OK.


Filename

Purpose

Use the Filename text box to specify the file you want. You can type in the full pathname of a file, or select it from the list of files in the current directory. You can also use the History list to access a list of previously opened files or selected directories.

Steps

To select a particular filename,

1	In a directory dialog box, select the drive and directory you want to list the files in.

or

Choose a QuickList entry.

2	Specify the name of the file you want to open, select or save.

3	Choose OK.

or

Right-click on the files list, then choose the option you want.

To select a previously selected filename or directory,

1	In a directory dialog box, click the arrow to the right of the Filename text box.

2	Select the name of the file you want to open, or the directory you want to use.

3	Choose OK.

See Also

Directories List

Drives

File List

File Options

QuickList


List Files of Type

Purpose

Use the List Files of Type drop-down list to choose the type of files you want to display. For example, choosing Text Files (*.txt) displays all the files in the current directory with a .TXT extension.

Steps

1	In a directory dialog box, choose the file type you want to display in the file list.

See Also

Directories List

Drives

File List

QuickList

Save File As Type


Drives

Purpose

Use the Drives drop-down list to choose the drive in which you want to list directories and files.

Steps

1	In a directory dialog box, choose the drive you want.

See Also

Directories List

File List

QuickList


File List

Purpose

Use the file list box to view the files in the currently selected drive and directory, and to select the files you want to use.

Steps

1	In a directory dialog box, select the type of files you want to list.

2	Select the drive and directory whose files you want to list.

or

Select a QuickList item.

3	Select the file(s) you want.

4	Choose OK.

or

Right-click on the files list, then select the option you want.

See Also

Directories List

Drives

File List Display

File Options

List Files of Type

QuickList

Save File As Type


QuickList

Purpose

Use the QuickList to access directories or files without entering the full path every time. Use the QuickList options to change the default directory display in your directory dialog boxes and to edit your QuickList.

Steps

To display the QuickList,

1	Enter any directory dialog box, then choose QuickList.

2	Choose Show QuickList, Show Directories, or Show Both.

To use the QuickList,

1	Select the QuickList item you want.

2	Select the file(s) you want.

3	Choose OK.

or

Right-click on the files list, then select the option you want.

See Also

Add or Edit QuickList Item

Delete QuickList Item

Print Lists

Open/Save As Setup


Viewer

Purpose

Use the Viewer to display, print, or play files without retrieving them into the document window.

Steps

1	Enter any directory dialog box or QuickFinder search results list, then select a file from the file list.

2	Choose View.

3	Right-click on the Viewer window, then select an option from the QuickMenu to use Viewer features.

4	Choose Close from the Control menu to exit the Viewer.

See Also

Additional Information about Viewer

Viewer Info

Viewing Files


File Options

Purpose

Use the File Options pop-up list to choose options you want to perform on the selected file(s) or directory.

Steps

1	In a directory dialog box, select the file(s) you want to affect.

2	Choose File Options, then choose from the following options:

Copy

Move

Rename

Delete

Change Attributes

Print

Print File List

Create Directory

Remove Directory

Rename Directory


Directories List

Purpose

Use the Directories list box to view a list of directories and subdirectories in a selected drive and to select the directory you want to use.

Steps

1	In a directory dialog box, select a drive from the Drives drop-down list, then double-click directory names to list their subdirectories.

2	Double-click a directory name to select that directory and display the names of the files in it.

3	Right-click on the Directories list, then choose Create Directory to create a subdirectory within a selected directory.

or

Choose Remove Directory to remove the selected directory.

See Also

Create Directory

Drives

File Options

Print Lists

QuickList

Remove Directory


Sorting Files

Open/Save As Setup, Sort By and Sort Order

Purpose

Use Sort By to sort filenames in the files list box by filename, extension, size, date/time, descriptive name, or descriptive type. Use Sort Order to specify an ascending or descending order.

Steps

1	Enter any directory dialog box, then choose Setup.

2	Select a Sort By option.

3	Select a Sort Order.

4	Choose OK.

See Also

Create Speedup Files

File List Display

Open/Save As Setup


File List Display

Open/Save As Setup, File List Display

Purpose

Use File List Display to specify which elements of a file's description will display in the file list box.

Steps

1	Enter any directory dialog box, then choose Setup.

2	Select a Show option.

3	Select Show Column Labels if you want to display headings for Custom Columns.

4	Select Show Hidden/System Files if you want to display hidden and system files.

5	Select Change Default Directory to change the default directory every time you move to a new directory.

6	Choose OK.

See Also

Create Speedup Files

Open/Save As Setup

Sorting Files


Create Speedup Files

Open/Save As Setup, Create Speedup Files

Purpose

Use Create Speedup Files to make files display faster when you are displaying Document Summary information (descriptive name and type) in the file list.

Steps

1	Enter any directory dialog box, then choose Setup.

2	Select Custom Columns or Descriptive Name, Filename.

3	Select Create Speedup Files.

4	Specify a directory to store the speedup files.

5	If the directory specified does not exist, choose Yes to create the directory.

See Also

File List Display

Open/Save As Setup

Sorting Files


Save File As Type

Purpose

Use the Save File As Type drop-down list to choose the format of the file you want to save.

Steps

1	In a directory dialog box, select the drive and directory where you want to save your file.

2	Specify the name of the file you want to save.

3	Choose the format you want.

4	Choose OK to save the file in the selected format.

See Also

Directories List

Drives

Filename

File List

QuickList

Save Format


Viewing Files

Viewer, select a file

Purpose

Use the Viewer to display, print, or play the contents of text, graphics, audio-visual, sound, cursor, icon, and fax files. The Viewer may not show all formatting exactly as it appears in the file.

Steps

1	Enter any directory dialog box or QuickFinder search results list, then select a file from the file list.

2	Choose View.

Use the controls in the Viewer to play, stop, reset, fast forward, rewind, or move to the beginning or end of audio-visual or sound file.

3	To use features supported by the Viewer, right-click inside the Viewer window, then select an option from the QuickMenu. The QuickMenu will change, depending on what type of file you are viewing.

Copy to Clipboard

Document Summary

Document Text

Find

Find Next

Find Previous

Font

Go To Page

Graphic Conversion

Hex Display

Invert

Next Page

Previous Page

Print

Remove Highlights

Rotate

Viewer Info

Word Wrap

Zoom

4	Choose Close from the Viewer Control menu to exit the Viewer.

See Also

Printing from the Viewer

Viewer Info


folder icon (def)
 folder icon

A small file folder icon next to a text box. The folder icon appears on dialog boxes and is used to access another dialog box to select files or change directories. Sometimes called a list button.


directory dialog box (def)
directory dialog box

Dialog boxes that allow you to open, save, name, find, view, copy, move, rename, delete, and print files. They also let you create and remove directories. Directory dialog boxes appear when you use any feature that retrieves or saves a file, such as Open, Save As, Insert File, and so on.


dialog box (def)
dialog box

Dialog boxes let you communicate with an application. They display warnings and messages, and they let you select and implement options by choosing appropriate command buttons. Dialog boxes have a title bar and a control menu, but they do not have a menu bar. They can be moved to different locations on the screen. Most dialog boxes must be closed before you can work in the document window, but a few will allow you to move between the window and the dialog box.

When a dialog box option is unavailable and cannot be used, it will appear dim. If subsequent actions make the item available, it will change to a normal appearance.


Viewer Info

Lets you display default settings by viewer or file type.


Find Next

Lets you find the next occurrence of the current Viewer search text. (Find Next appears only if you have used Find in a text file.)


Find Previous

Lets you find the previous occurrence of the current Viewer search text. (Find Previous appears only if you have used Find in a text file.)


Add or Edit QuickList Item

QuickList, Add Item

Purpose

Use Add QuickList Item to add items to the list of directories and files you use frequently. Use Edit QuickList Item to edit your list of frequently used directories and files.

Steps

To add a QuickList item,

1	Enter any directory dialog box.

2	Right-click on the QuickList, then choose Add Item.

3	Specify the directory or filename you want to add to the QuickList.

4	Type a descriptive name.

5	Choose OK.

To edit a QuickList item,

1	Enter any directory dialog box.

2	Select the item you want to edit.

3	Right-click on the QuickList, then choose Edit Item.

4	Make the changes you want.

5	Choose OK.

See Also

Delete QuickList Item

QuickList


Change File Attributes

Purpose

Use Change Attributes to change the Archive, Read-Only, Hidden, and System attributes of one or more files.

Steps

1	In a directory dialog box, select the file(s) you want to change. Make sure the selected files are not already open.

2	Right-click on the files list, then choose Change Attributes.

3	Choose from the following options:

Archive

Read-Only

Hidden

System

4	Choose OK.

See Also

File Options


 Hint

To open a file without choosing OK, double-click a filename in the file list box of a directory dialog box that lets you open files.


Remove Highlights

Removes any highlights placed in the Viewer file by Find.


Drag and Drop Capabilities

Purpose

Use the drag-and-drop capabilities built into directory dialog boxes to launch applications, open files, package files as OLE objects, and create Windows Program Manager icons for applications.

Steps

To launch an application,

1	In a directory dialog box, drag a filename from the list box onto the .EXE file for the application you want to launch.

This launches the application and opens the selected file within it.

To open a file in an open application,

1	Open the application you want to work in.

2	Open a directory dialog box in another application.

3	Drag the filename of the file you want from the files list onto the title bar of the application.

To package a file as an OLE object,

1	Open a directory dialog box.

2	Drag the filename of the file you want from the files list into an open document window in a different application.

To create an application icon,

1	Open a directory dialog box.

2	Drag an .EXE file into a Program Group in Windows Program Manager.

See Also

Managing Files

Opening Files


 Hint

Filenames can be a maximum of eight characters, followed by a period and a three-character extension. When you name a document, do not use the following characters:  * + = [ ] : ;   < > ? / \ |. A period can be used only to separate the first part of the filename from the filename extension. For example, if you specify the filename GIRAFFE.ABCD, WordPerfect applications will read and record the name as GIRAFFE.ABC.

If you do not specify an extension, WordPerfect applications save the file with the extension that identifies the format selected. Specify a filename that ends with the period if you do not want to add the default extension.


 Hint

You will not be able to recover the files or subdirectories after you delete them.

If you do not select a different directory before choosing Remove Directory, the application will remove the current directory.


Rename Directories

Purpose

Use Rename Directory to give directories new names.

Steps

1	In a directory dialog box, right-click on the Directories list, then choose Rename Directory.

2	Specify the new location or name for the selected directory, then choose Rename.

See Also

Create Directory

Remove Directory


Archive

Archives or backs up the file(s) the next time you run a third-party backup program.


Copy Files

Purpose

Use Copy to copy one file or multiple files into other drives or directories.

Steps

1	In a directory dialog box, select the file(s) you want to copy.

2	Right-click on the files list, then choose Copy.

3	Specify the path or filename for the file(s).

4	Select Don't replace files with the same size, date, and time to avoid copying files that are identical to the files they would replace.

5	Choose Copy.

You can also copy files by selecting a filename from the list box and dragging it to another drive or directory in the Directories list box or the QuickList.

See Also

Move Files

Rename Files


Create Directory

Purpose

Use Create Directory to create a new directory or subdirectory in the current drive.

Steps

1	In a directory dialog box, select the drive or directory you want to add a directory to.

2	Right-click on the Directory list, then choose Create Directory.

3	Type a name for the directory.

4	Choose Create.

See Also

File Options

Remove Directory

Rename Directory


Read-Only

Protects the file(s) from being modified or deleted.


Custom Columns

If you also select Show Column Labels, Custom Columns lets you select from a list of column types to display in a file list.


Delete Files

Purpose

Use Delete to delete one or more files.

Steps

1	In a directory dialog box, select the file(s) you want to delete.

2	Right-click on the files list, then choose Delete.

3	Choose Delete.

See Also

Copy Files

File Options

Move Files


Hidden

Hides the file(s) in directory dialog box file lists and QuickFinder Search Results lists, and makes it a hidden file for DOS.


 Hint

To select a column label, click a blank space between column labels with the right mouse button, then choose an option. You may need to scroll right to find a blank space.


Network

Purpose

Use the Network options list to view and edit network settings. The number and type of options will vary depending on your network software. Network only appears if your computer is connected to a network.

Steps

1	Enter any directory dialog box, then choose Network.

Depending on the network driver and version you are using, the options that appear will vary. Choose the Help buttons on the Network dialog boxes for more information.


System

Identifies the file(s) to DOS as part of your computer's operating system. The file(s) are not displayed in directory dialog box file lists or QuickFinder Search Results lists.


Move Files

Purpose

Use Move to move one or more files to a different drive or directory.

Steps

1	In a directory dialog box, select the file(s) you want to move.

2	Right-click on the files list, then choose Move.

3	Type the path or filename you want the file(s) moved to.

or

Click the list button, select the directory you want the files moved to, then choose OK.

4	Choose Move.

You can also move files by selecting a filename from the list box and pressing Alt or Shift while dragging it to another drive or directory in the Directories list box or the QuickList.

See Also

Copy Files

File Options


Managing Files

Purpose

In WordPerfect applications, file management capabilities are provided in directory dialog boxes. For example, you can use this dialog box to select directories, choose macros, locate specific files, open documents, and save documents as new or renamed files. You can find and select directories and files using the drive, directory, and file lists. You can also change network connection or document management options if you are connected to a network or have alternate document management programs.

To find a more specific Help topic about your task, use the Search button above to look up the title of a specific dialog box or option.

      	The options that appear on this dialog box will change depending on its title and the application in which it appears.

Choose from the following options for more information:

Filename

File List

Save File As Type

Directories List

QuickList

Drives

List Files of Type

See Also

Drag and Drop Capabilities

File Options

Network

ODMA Support

Opening Files

Saving Files


Open/Save As Setup

Purpose

Use Open/Save As Setup to specify how you want to display the file list and to set the Speedup Files options for directory dialog boxes.

Steps

1	Enter any directory dialog box, then choose Setup.

2	Make the changes you want, then choose OK.

Choose from the following options for more information:

Create Speedup Files

File List Display

Sorting Files

See Also

Managing Files


Print Files

Purpose

Use Print to print one or more files without opening them into the current document window.

Steps

1	In a directory dialog box, select the file(s) you want to print.

2	Right-click on the files list, then choose Print.

3	Choose Print.

See Also

File Options

Print Lists


Print Lists

Purpose

Use Print List to print a list of selected files or all files displayed in the file list box, the Directory List, or the QuickList.

Steps

To print a file list,

1	In a directory dialog box, choose Setup, then select the File List Display options you want. The information displayed on a printed file list is identical to the information displayed in the file list box.

2	Select the files in the file list that you want to include on the printed list. Skip this step if you want to print the entire file list.

3	Right-click on the files list, then select Print File List.

4	Choose the type of list you want to print.

5	Select Include Subdirectories to print subdirectories in addition to the list.

6	Choose Setup, select a printer, orientation, and paper size and source, then choose OK.

7	Choose Change, select a font, style, and size, then choose OK.

8	Choose Print.

To print a directory list,

1	Enter any directory dialog box, then right-click on the Directories List.

2	Choose Print Directory List.

3	Select the printing option you want.

4	Choose Setup, select a printer, orientation, and paper size and source, then choose OK.

5	Choose Change, select a font, style, and size, then choose OK.

6	Choose Print.

To print a QuickList,

1	Enter any directory dialog box, then choose QuickList.

2	Choose Print QuickList.

3	Select the printing option you want.

4	Choose Setup, select a printer, orientation, and paper size and source, then choose OK.

5	Choose Change, select a font, style, and size, then choose OK.

6	Choose Print.

See Also

File Options

Print Files


Remove Directory

Purpose

Use Remove Directory to remove a directory and to delete any subdirectories and files contained in the directory you want to remove. If you do not select a different directory, the application will delete the current directory.

Steps

1	In a directory dialog box, select the directory you want to remove.

2	Right-click on the Directories list, then choose Remove Directory.

3	Choose Yes to delete the selected directory, including all files and subdirectories in it.

See Also

Create Directory

Delete Files

File Options

Rename Directory


Rename Files

Purpose

Use Rename to give one or more files new names and locations.

Steps

1	In a directory dialog box, select the file(s) you want to rename.

2	Right-click on the files list, then choose Rename.

3	Specify the new path or filename for the selected file(s), then choose OK.

4	Choose Rename.

See Also

File Options

Move Files

Select Directory


Viewer Find

Purpose

Use Viewer Find to highlight all occurrences of the search words or phrases in the file.

Steps

1	Enter any directory dialog box or QuickFinder search results list, then select a text file from the file list.

2	Choose View.

3	Right-click inside the Viewer window, then choose Find from the QuickMenu.

4	Type the text you want to find. If you want to find a phrase, enclose it in quotation marks.

5	Select Match Whole Word Only if you do not want to find the search text within other words, like "cat" in "vacation."

6	Select Case Sensitive if you want to search for capital letters just as you have typed them.

7	Press Enter.

8	Choose Find Next or Find Previous to locate other instances of the search text.

9	Choose Close.

See Also

Viewer

Viewing Files


Viewer Font

Purpose

Use Viewer Font to select the font (size and typeface) you want to display in the Viewer.

Steps

1	Enter any directory dialog box or QuickFinder search results list, then select a text file from the file list.

2	Choose View.

3	Right-click inside the Viewer window, then choose Font from the QuickMenu.

4	Select a font and point size.

5	Select Bold or Italic if you want the entire Viewer text in bold or italic.

6	Choose OK.

See Also

Printing from the Viewer

Viewer

Viewing Files


application (def)
application

Software designed to carry out a certain kind of action or activity, such as word processing, electronic mail, or spreadsheet entries. Sometimes called a program.


Control menu (def)
Control menu

The menu containing commands that will open, close, maximize, minimize, or restore a window or dialog box. You can display a Control menu by clicking the Control-menu box or by pressing Alt+Spacebar.


double-click (def)
double-click

To press and release the mouse button twice in rapid succession.


filename (def)
filename

The name given to a data file used by applications to perform open and save operations. In DOS and Windows applications, filenames can have as many as eight characters with an optional extension of as many as three characters. The filename and extension are separated with a period.


Saving Files

File, Save or Save As

Purpose

You can save hundreds of files on a hard disk, which works like a filing cabinet with directories and subdirectories as file drawers and folders that group similar files. You can save files with new names, save them in different directories, or save them in different formats. If you do not specify a directory or format, WordPerfect applications save files in the current directory and default format.

You should use Save periodically to avoid losing your work if a power or system failure occurs. You can also use the Backup features to avoid losing your work.

Steps

1	Choose Save or Save As from the File menu.

2	Select the directory where you want to save the file from the Directories list box or the QuickList.

or

Type the full path for the file before the filename.

3	Type a filename for the file.

or

Select the file you want to replace with the saved file.

4	Choose the format you want.

5	Choose Save to save the file in the selected format.

See Also

Opening Files

Save File As Type

Save Format


list button (def)
list button

In dialog boxes, a way to get to another dialog box to select files or change directories. It appears as a small file-folder button next to a text box.


path (def)
path

The address that tells a computer where to locate a directory or file on a disk or network. A path includes the drive, the root directory, and any subdirectory names that branch from the root directory.


QuickMenu (def)
QuickMenu

A pop-up menu that lists a specific set of items that apply to a particular feature. You can open a QuickMenu by placing the mouse pointer over the object and pressing the right mouse button. You select the option you want by clicking it with the left mouse button.


root directory (def)
root directory

The fundamental directory of a disk, created when the disk is formatted.


 Hint

Choose an option from the Save File As Type list to save a file in a format other than the default for the current application. WordPerfect applications save the file with a default extension that identifies the selected file type and format. You can type a period at the end of the filename to save the file without an extension, or type your own extension.

Some extensions have special meaning in WordPerfect applications, DOS, or Windows. These include .ALL, .BAT, .BIF, .COM, .DLL, .EXE, .INI, .PRS, .SET, .WCM, .WPT, and .WWK. Do not use these extensions when saving documents unless you have a specific reason for doing so.


 Hint

Click and drag to select a continuous range of items. You can also click an item at one end of the range, then hold down the Shift key and click the item at the other end of the range.

Press Ctrl while clicking each item you want to select noncontinuous items. Press Ctrl+/ to select all items.

Click inside the file list, then type the first letters or numbers of the filename to move to a specific file in a file list sorted by filename, size, or date/time. When the file list is sorted by extension, descriptive name, or descriptive type, those items are used in searching.


Document Text

Lets you view the body of a document (instead of the Document Summary).


Save Format

Purpose

The Save Format dialog box appears when you attempt to save a document which was converted from another format when you opened the document.

Save Format allows you to save the file in the current default format, the original format, or in another format.

Steps

1	Open a document that was saved in a format other than your current default format, make any changes you want, then choose Save from the File menu.

2	Choose the default format or the original format.

or

Choose Other, choose OK, then choose the format you want.

3	Choose OK.

See Also

Managing Files

Open/Save As Setup

Save File as Type

Saving Files


Hex Display

Lets you display a file in hexadecimal mode. You can print any kind of file as a hexidecimal document.


Copy to Clipboard

Lets you copy selected text from the Viewer to the Clipboard.


Document Summary

Lets you view the Document Summary of a file (instead of the body of the document).


Word Wrap

Lets you wrap document text in the Viewer window so all text shows regardless of the window size.


Opening Files

File, Open

Purpose

Use Open to open as many as nine documents or windows in the same application. Open works with documents you have previously saved as files on a hard disk or floppy disk. When you want to edit a document that is saved on disk, you need to open a copy of the file into a window. The file then becomes active in your computer's memory so that you can edit it. The changes you make are not recorded on disk until you save the file again.

Steps

1	Choose Open from the File menu.

2	Select the drive and directory you want to list the files in.

3	Select the file you want.

or

Type the full path, separated by commas, of as many as nine files at one time to open multiple files.

4	Choose OK.

See Also

Managing Files

Open a Copy of a File

Saving Files


Find

Lets you find words or phrases in the document displayed in the Viewer.


Font

Lets you change the font that will show in the Viewer.


Viewer Go To Page

Viewer, right-click, Go To Page

Purpose

Use Viewer Go To Page to view multiple-page fax files.

Steps

1	Enter any directory dialog box or QuickFinder search results list, then select a text file from the file list.

2	Choose View.

3	Right-click inside the Viewer window, then choose Go to Page from the QuickMenu.

4	Specify the page number you want to view.

5	Choose OK.

See Also

Viewer


Invert

Lets you change the display of fax files from black on white to white on black and vice versa.


Rotate

Lets you rotate the current page of a fax file 180 degrees.


Zoom

Lets you change your view of a fax, cursor, or icon file. You can enlarge faxes up to 200% or reduce them down to 50%. You can enlarge cursor and icon files up to 800%.

Zoom does not actually size the image, it only changes your view.


Print

Lets you print all or part of a text or hex file, select printers, change fonts, and specify margins.


Printing from the Viewer

Viewer, right-click, Print

Purpose

Use Print to print all or part of a text or hex file, select printers, change fonts, and specify margins.

Steps

1	Enter any directory dialog box or QuickFinder search results list, then select a text file from the file list.

2	Choose View.

3	Right-click inside the Viewer window, then choose Print from the QuickMenu.

4	Specify the pages you want to print.

5	Choose Setup to select a printer or change printer options, then choose OK.

6	Select display Font to print using the current display font.

or

Select Specific Font, choose Change, select a font and a point size for printing, then choose OK.

7	Select Inches or Centimeters, then specify the margins for printing.

8	Choose Print.

See Also

Viewing Files


 Hint

You can use wildcard characters to include specific types of files. For example, typing c:\october\*.shw will include all files in the OCTOBER subdirectory of the C: drive with the extension .SHW; typing c:\october\*.* includes all files in the OCTOBER subdirectory.


Viewer Info

Viewer, right click, Viewer Info

Purpose

Use Viewer Info to display viewer capabilities by viewer and file type.

Steps

1	Right-click inside the Viewer, then choose Viewer Info.

2	Select Viewer to display available viewers.

or

Select File Type to display available file types.

3	Select the viewer you want to display the file types it can view.

or

Select the file type you want to display the compatible viewers.

4	Choose OK.

See Also

Viewing Files


Additional Information about Viewer

Using the Viewer

The Viewer has been designed to:

     	Help you find a specific file quickly, especially when you know something about the content of the file.

     	Help you create documents by copying parts of the document you are viewing into another document.

     	Provide viewing capabilities for files located by a QuickFinder search. The Viewer highlights the word or phrase searched for and displays the document at the first occurrence of the search text.

     	Let you assign viewers to specific types of files.

     	Let you look at or hear a file before you use it in a document.

     	Let you print all or part of a file without retrieving it into a document.

If a Viewer window is displayed, you can select a filename in any list box to view the contents of that file.

How the Viewer Works

The Viewer provides a quick display of the contents of a file. The Viewer can display text, graphics, codes, and faxes. It also plays audiovisual and sound files.

To enhance its speed, the Viewer has been designed to display document contents, but not all of the formatting. Thus, the Viewer does not provide full WYSIWYG viewing of file contents. Files display both text and graphics in the Viewer window. If a file you are viewing contains only graphics, you can view them if they are in a supported graphics format.

Types of Files the Viewer Displays

     	WordPerfect documents (4.2, 5.x, and 6.0 formats)

     	WordPerfect graphics files (.WPG)

     	Sound files (Waveform, MIDI)

     	Various non-WordPerfect document and spreadsheet files (including documents created in Word for Windows, AmiPro, and Lotus 123 spreadsheets)

     	Various graphics file formats

     	Fax files (DCX and some TIFF formats)

     	List of files contained in a ZIP file

     	Cursor and icon files

See Also

Viewer

Viewing Files


 Hint

If you try to open a file that was created in a format other than the format the current application uses, the Convert File Format message box appears. Choose OK to convert the file.

If a WordPerfect application cannot convert the file, an error message will inform you that the file format is unknown. If this occurs, you may want to use the original program to save the file in DCA/RTF or RTF format. If neither of these formats is available, you can save the file as an ASCII (DOS) text file. However, some formatting features in your file may be lost when you open it into the current application.


Graphic Conversion

Lets you convert graphics for viewing. If you choose Disable Graphics Conversion from the QuickMenu, you can use the conversion button in the Viewer to convert individual graphics files for viewing.


Exclude Files

Ignores all specified file types. All files with .EXE, .COM, and .DLL extensions are excluded by default.


Expand Browse Dialog

Lets you specify how the Create and Edit Index dialog boxes appear. If you select Expand Browse Dialog, the Filename, Drives, and Directories display each time the dialog box is opened. (Applies to all indexes.)


Extended Characters in Non-WP Documents

Lets you specify how extended characters in documents other than WordPerfect formats are treated in the index. If you are indexing a document created in Windows, choose Interpret as ANSI; if you are indexing a document created in DOS, choose Interpret as ASCII. If you have both or are unsure, select Exclude.


Include Numbers in Index

Indexes numbers as well as letters.


Index Contains

Lets you specify how much of a document to index.


Index Level

Lets you specify an area to search for word patterns (for example, on the same line, or in the same paragraph).


Index WordPerfect Documents Only

Indexes only WordPerfect 5.1/5.2 and 6.0 documents (but not WordPerfect 4.0 documents).


Location for Index Files

Lets you specify the default location for index files. (Applies to all indexes.)


Delete QuickList Item

QuickList, Delete Item

Purpose

Use Delete Item to remove an item from a QuickList.

Steps

1	Enter any directory dialog box.

2	Select the item you want to delete.

3	Right-click on the QuickList, then choose Delete Item.

4	Choose Yes.

See Also

Add or Edit QuickList Item

QuickList


Go to Page

Lets you specify the page number you want to view.


Next Page

Lets you move to the next page of the fax file.


Previous Page

Lets you move to the previous page in the fax file.


UNC Drive Mappings

Purpose

When your computer is part of a network, use Universal Naming Convention (UNC) drive mapping formats anywhere you specify a filename.

Steps

1	Enter any directory dialog box or QuickFinder search results list.

2	Specify the filename of the file, using the following drive mapping conventions:

Format	Syntax

UNC Format =	\\Server\Volume\Dir\Dir etc...

Acceptable =	//Server/Volume/Dir/Dir etc...

Novell Format =	Server/Volume:Dir\Dir etc...

Acceptable =	Server\Volume:Dir/Dir etc...

3	Choose OK.

See Also

Managing Files