EssentialPIM Free Help
Contents
1. 2004 2012 Astonsoft Ltd Working with EssentialPIM Press New Message button to create a new mail GA Mew Message Reply a Reply to All amp Forward 2 Send Receive M Delete This will open New Message dialog where you can compose a message File Edit View Insert Format Options il Priority None Text Attachments New message dialog tool panel represents all basic email editing features 2004 2012 Astonsoft Ltd 2 EssentialPIM Free Help Send Insert Attachment Select Recipients au Priority s B N Lindo Red Encoding From menu contains the list of optional identities with signatures This list could be edited under general account settings Pressing Select Recipients button will open corresponding dialog which allows to fill To Cc and Bec fields using EssentialPIMs contacts list Select Recipients Address book All C Contacts list Name Test Contact met server com Once the message was created you can send it by pressing Send button or save it as a draft just by closing dialog and saving message as draft Send Receive mail 2004 2012 Astonsoft Ltd Working with EssentialPIM 2 Press Send Receive button to start mail transfer uH Mew Message Reply a Reply to All gh Forward T Send Receive M Delete Send Receive Mail dialog will show you status of the process EssentialPIM Send Receive Mail 42 Astonsoft Check For2. min s Expires 8 5 2010 Advanced Advanced Subject Name of the appointment which will be listed in Calendar views Location set a location for the appointment Last entries will be saved in dropdown menu Start time set start time of the appointment End time set end time of the appointment Duration automatically calculates appointment end time All day event that is the appointment that does not have a certain time rather it is assigned to the whole day and will appear on top of each day Exclusive appointment enabling this option for the appointment will ensure that this time will not be taken by any other task If you will try later to add an appointment with time coinciding with Exclusive appointment EssentialPIM Pro will not let you do it Priority set a priority for the appointment Completion set a rate of completion of the appointment Category set a category for the appointment Reminder section Reminder could be enabled by checking Reminder check box Reminder At event time O Before appointmer 1 2004 2012 Astonsoft Ltd 12 EssentialPIM Free Help Reminder could be set At event time or Before appointment It is possible to set some additional reminder options by pressing Advanced button Sound Mo sound Default sound J Sound file Message a Default message _ Custom message Run program Cancel In this dialog you can
3. Advanced Sound No sound C3 Default sound Q Sound File Message 3 Default message Q Custom message Run program Egone In this dialog you can assign Default sound or any custom Sound file wav or mp3 for alert In the Message section you can set a Custom message for to do reminder You can also assign a program that will run with reminder You can locate assigned program via Browse button or by entering path to application manually 4 5 Notes 4 5 1 Adding a note Notes can hold formatted text tables and images jpg bmp ico emf wmf formats supported To add a new note press Add on a left side bar 2004 2012 Astonsoft Ltd 18 EssentialPIM Free Help 24 Add o Add as Child 7 Edit Modify M Delete Than enter the name for the note in appeared dialog Mote Info lt Give name automatically Insert gt ron L You can insert current Date and Time using Insert command or shortcuts Ctrl D Day and Ctrl T Time In the lower window now you can enter the text insert pictures tables and lists Use the toolbar Ii Il tA b ES I EEE I ti Th nl M x ral Arial 10 B7 u Ar He De te d to edit the text in the note To change position of any note in the tree just drag and drop it at desired position 4 5 2 Notes managing Arranging Notes Notes could be arranged in hierarchical structure It could be edited u
4. Delete Field meiserver com Street 12 Move Up Town County WAM SETVET COM 07 27 1990 Reminder before Custom fields To add a custom field click on a Add field button Enter the name for the field and data type which will be stored in it There are flowing data types available for contact fields Text Number standard text format which could contain any text or number info Date stores date Name Custom date Type Date Properties E Show as a appointment using category None Show at the bottom of the Calendar module ms 2004 2012 Astonsoft Ltd Working with EssentialPIM 21 Show as appointment using category enabled will automatically create annual event in Calendar Show at the bottom of the Calendar module option adds a notification to Calendar 3 days before event Drop down list creates drop down list with values in corresponding field Yes No creates drop down with two logical values like Yes No True False On Off or custom use values Check box standard check box Contacts can hold pictures and photos for each contact Contact Info gt Picture You can later export the picture from EssentialPIM Pro to your hard drive again Save 4 6 2 Contacts managing EssentialPIM supports various ways of displaying searching and managing options To search a contact Start writing in the Find field You can also limit the search to a certain fi
5. EssentialPIM app running on your Android device Synchronize now Note The very first synchronization could take some time All consecutive synchronizations will be performed at much faster speeds Cancel On subsequent synchronizations to start synchronizing you need to e Start Windows version of EssentialPIM e Start Android version of EssentialPIM go to PC Sync and tap Connect If something does not work see Troubleshooting Android Synchronization 4 9 1 1 Troubleshooting If after tapping the Connect button you see the following connection error message 2004 2012 Astonsoft Ltd Working with EssentialPIM 41 Unable to connect to server Check firewall settings on your computer Make sure e You have read Setting up Android synchronization e You use the latest Windows EssentialPIM version check Help gt Check For New version e Windows EssentialPIM is on the Pairing Device step in the synchronization Wizard if not paired previously If paired Windows EssentialPIM needs to be running without Wizard e You use common network between Android device and PC same network e Firewall allows connections over port 21114 default or change the port number in PC EssentialPIM Wizard e If you are sure all of this is done but still no go please email support with screenshots of your Windows and Android versions of EssentialPIM 4 9 2 iOS iPhone iPad EssentialPIM is capable of synchronizing with i
6. new messages Receiving list of messages Stop Al Stop Task the message will be sent immediately or put to Outbox in accordance with mail options 4 8 3 Mail Options General mail options are available from Tools gt Options menu 2004 2012 Astonsoft Ltd 30 EssentialPIM Free Help General o Show grid lines Backup shortcuts Send messages immediately Spelling Modules Default mail composing format EPIM Today Plain Text Calendar Rich Text HTML To Do EET _ Motes Font ANA settings Contacts Ma xcci Reply to messages using the format in which they were sent Trash Security Check to see if EPIM is the default email program at startup Play sound when new messages arrive ak Mark message read after second s Proxy Address Show grid lines adds grid lines to Mail module to make mail list easier to read on high resolution monitors Send message immediately enabling this option will send message immediately when pressing Send button within composing message dialog Disabling this option will move message to Outbox folder first Default mail composing format sets default format for new messages Reply to the messages using format in which they were sent disabling this option will make replays in default mail composing format Check to see if EPIM is the default email program at startup enable this option to be sure that EPIM will be always default email client P
7. synchronize your Calendar Contacts To Dos and Password entries with EssentialPIM How to setup synchronization 1 Make sure your device is connected to the same network as computer with EssentialPIM 2 Start EssentialPIM and go to File gt Synchronization gt Add and choose Android 3 Enter IP address and Port number below as shown in the synchronization wizard and press Connect Server IP address 192 168 137 178 Port number 21114 Connect Enter Server IP address and Port number provided by the synchronization wizard and press Connect button EssentialPIM will detect your device and in order to 2004 2012 Astonsoft Ltd 4 EssentialPIM Free Help prevent any unauthorized synchronization attempts with different devices in the future will ask whether to allow synchronization with your particular device On the last step you ll be able to change synchronization name and choose synchronization direction Synchronization Wizard Choose Sync Source Choose Modules Sync Options Pairing Device Synchronization name unknown sdk Sync Options Sync options 2 way Sync both EPIM and Android with each other l way Sync EPIM to Android Pro only l way Sync Android to EPIM Pro only Android synchronization server will be up and running once you click on the Finish button The server will start automatically each time you start EssentialPIM Pro Note that synchronization should always be initiated from
8. All day appointment Thisis all day event It can be also spread through over several days Thursday 07 29 2010 Fl sub To Do E To Do with a Reminder Tuesday Juhy 27 2010 Messages AA 27 July Test Contact Birthday 20 years Section 1 lists appointments for nearest days three by default You can set amount of listed days in EPIM Today Settings which could be found in Tools gt Options gt O 2004 2012 Astonsoft Ltd Working with EssentialPIM 9 EPIM Today Section 2 lists To Dos for nearest days Amount of listed days could be also set under Tools gt Options gt EPIM Today Section 3 consists of two parts First one lists mail second anniversaries and birthdays Technically these entries are automatically created appointments from Date fields in contacts Column sizes could be adjusted by dragging dividing lines 4 3 Calendar 4 3 1 Adding an appointment The screenshot below explains how to easily add a certain appointment Wednesday 16 March RES 07 D 08 D 30 Double click here to add 09 O Double click here to an Al day event 30 add task that starts at 11 clock 10 D at 1 1 EN E 1 30 7 Select this area to add a 1 uu task that starts at 12 00 30 and ends at 13 30 13 00 3t E Using mouse highlight the time needed for the appointment and release the button the new appointment pop up windows appears Just enter the text an
9. Be RODOS alioli ae Ne er De eee OE paso 15 A A P E 15 Eding a to a O 16 NE lr 17 Adding I Note eec 17 N t s TV AN AGING ss 18 SB CONICS A ED e 19 AGGINg A CONAN a EN 19 Contacts MANAGING innata dais 21 l LI ONS ii is qeues 22 Creatindia password aan A dal 22 8 Mall sacara 24 Crreatind an ACCOM e E 24 Managing Mall sates se essere cai EP 26 Wall OPTI INS e TE T 29 ACCOUNE SO LUN OS eL 30 Message Rules eee 35 9 SYNCHIONIZAIONS tec 37 Android Nr PE 37 OU ESO igo EE D An PER E 40 IOS IPhone IPA uz guise ixek iiO sud apr UN Rev ER Oda trou Cu icu etu ce MR RT Sad 41 Troubleshooting IOS Sy MGhroniZ atio oe ocio Penes tn Ain diia 43 10 IMPortExpor Date mc 44 IMPORTO radar E 44 deo diu oT MM cec 44 ME iol reliccee PS 45 12 PrO e 47 Part V Information for translators 48 2004 2012 Astonsoft Ltd EssentialPIM Free Help Part VI Support 48 T FAO qucm 48 General SSSR RS a a M a aG 48 Calendar MMC TTC 50 NOTES E EE EE E A i MI E LI m MI M IMP MEC 51 CONAC S MNT oro m ccm 51 Mail a IIS LO EUM VI EI IUDICI LII PIE 51 Potable Version ISSUES ose od 51 2 DOIE EET M REN MEN E 52 3 TEO ESA A as 52 Part VII Contact 92 O 2004 2012 Astonsoft Ltd Introducing EssentialPIM Free 5 1 Introducing EssentialPIM Free Welcome to EssentialPIM Free Edition EssentialPIM Free is an absolutely free pers
10. Ctri W Forward Ctrl M Send Ctri Alt A Send and Receive All Ctri Alt R Receive All Ctri AIt X Send All In Passwords Ctri Alt U Copy User Name Ctri Alt P Copy PasswordIn Passwords In text editing standard shortcuts are enabled Ctrl X Ctrl C Ctrl V Ctri Y Ctri A All shortcuts could be edited in Tools gt Options gt Shortcuts dialog 4 12 Printing EssentialPIM allows you to print out all your information in easy to read form Print menu is accessible at File gt Print What you print will depend on in which view you are currently in Calendar Notes or Contacts All data can be printed one by one or you can select multiple entries using CTRL mouse for contacts and Notes or All entries can be printed To rotate the page in the Print Preview Page find Page Setup or press Alt U and you will be able to change the Orientation of the page Printing EPIM Today You can print EPIM Today exactly as it looks on the screen Printing Calendars There are several option of how to print Calendars Day View Week View and Month View All are different options for representing your day schedule You can also print several Days Weeks and Months Printing To Do You can select which To Do s to print and which fields If you want to select multiple to do s use CTRL Mouse or Shift Keyboard arrows Printing Notes You can select several one or all notes to print out into A tree of all notes is printed above all note
11. EssentialPIM Free Help 2004 2012 Astonsoft Ltd EssentialPIM Free Help 2004 2012 Astonsoft Ltd All rights reserved No parts of this work may be reproduced in any form or by any means graphic electronic or mechanical including photocopying recording taping or information storage and retrieval systems without the written permission of the publisher Products that are referred to in this document may be either trademarks and or registered trademarks of the respective owners The publisher and the author make no claim to these trademarks While every precaution has been taken in the preparation of this document the publisher and the author assume no responsibility for errors or omissions or for damages resulting from the use of information contained in this documentor from the use of programs and source code that may accompanyit In no event shall the publisher and the author be liable for anyloss of profit or any other commercial damage caused or alleged to have been caused directly or indirectly by this document Printed August 2012 Contents Table of Contents Part Introducing EssentialPIM Free 9 Part il Features 9 Part Ill License 9 Part IV Working with EssentialPIM 7 A TEC TNR EROS 7 ERIN OA Vii eae senate eee ncaa sea Perea eccenoeettcew tues meee 8 Calendar E 9 Adding ali APPOINTS mere ecc c ccs 9 Editing AN appointme NG dioec M 10 Appointments TYPOS ii ii 13
12. NY RELATED DOCUMENTATION IS PROVIDED AS IS WITHOUT WARRANTY OF ANY KIND EITHER EXPRESS OR IMPLIED INCLUDING WITHOUT LIMITATION THE IMPLIED WARRANTIES OR MERCHANTABILITY FITNESS FOR A PARTICULAR PURPOSE OR NONINFRINGEMENT THE ENTIRE RISK ARISING OUT OF USE OR PERFORMANCE OF THE SOFTWARE REMAINS WITH YOU 8 LIMITATION OF LIABILITY IN NO EVENT SHALL Astonsoft Ltd OR ITS SUPPLIERS BE LIABLE TO YOU FOR ANY CONSEQUENTIAL SPECIAL INCIDENTAL OR INDIRECT DAMAGES OF ANY KIND ARISING OUT OF THE DELIVERY PERFORMANCE OR USE OF THE SOFTWARE EVEN IF Astonsoft Ltd HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES IN ANY EVENT Astonsoft Ltd S LIABILITY FOR ANY CLAIM WHETHER IN CONTRACT TORT OR ANY OTHER THEORY OF LIABILITY WILL NOT EXCEED THE GREATER OF U S 1 00 OR LICENSE FEE PAID BY YOU 9 U S GOVERNMENT RESTRICTED RIGHTS The SOFTWARE is provided with RESTRICTED RIGHTS Use duplication or disclosure by the Government is subject to restrictions as set forth in subparagraph c 1 ii of The Rights in Technical Data and Computer SOFTWARE clause of DFARS 252 227 7013 or subparagraphs c i and 2 of the Commercial Computer SOFTWARE Restricted Rights at 48 CFR 52 227 19 as applicable 4 Working with EssentialPIM EssentialPIM implements a number of features At the same time most of them are intuitive which allowed to make simple interface The following topics describe steps you have to take to work effectively with the program
13. OS devices You need to download and install free iOS version of EssentialPIM onto your device from App Store You will be able to synchronize and manage following data Windows EssentialPIM iOS EssentialPIM Calendar lt gt Calendar iOS built in Contacts lt gt Contacts iOS built in To Do lt gt To Do inside iOS EPIM Passwords Passwords inside iOS EPIM 2004 2012 Astonsoft Ltd o EssentialPIM Free Help Pre requisites for synchronization e Devices supported iPhones 3GS and newer all iPADs iPOD 3 and newer provided iOS 5 or newer is installed e iTunes is installed on PC e Common Network between iOS device and PC This is usual that your PC and iOS connect to the same router iOS device uses Wi Fi while PC uses Wi Fi or cable Setting up iOS EPIM synchronization 1 On Windows EPIM click on File gt Synchronization gt Add Synchronization gt iPhone iPad A wizard will start that will guide you through setting up a synchronization This is a one time process after this you will need only start synchronizations from your device 2 On Sync Credentials step choose modules to synchronize 3 On next Pairing Device step you should search for EssentialPIM on App Store on your device and install it Tip Make sure your iPhone iPad Wi Fi is connected to the same network as your Windows computer 4 After you run EssentialPIM on your iPhone iPad choose PC Sync menu You should see t
14. alendar could be set to variable time scales by clicking on View gt Time Scale or by right clicking on the scale in Day and Week views O 2004 2012 Astonsoft Ltd 14 EssentialPIM Free Help Today Ctri T Go to p n 20 minutes d5mmte 10 minutes 5 minutes Hours in Calendar are being shown either in 12 or 24 hours formats The format is selected automatically based on you current Windows regional settings You can change that in Start gt Settings gt Control Panel gt Regional and Language Options Working days and hours could be set at Tools gt Options gt Calendar 2004 2012 Astonsoft Ltd Working with EssentialPIM 15 General Work Time Start time 8 00 Autosave Shortcuts End time 17 00 Spelling Modules F Shaw only work hours Auto scale of hours grid Work week wni Wer icp fur Wit Elce Pee E Show only work days First day of week ue Remember manually set dates in Table view TEM Security Display categories in Table view as a Filled in background Color boxes Names Color boxes and names Show grid lines Background color UN Work time is marked with lighter color in Calendar Show only work hours this option allows to have only work hours shown in Day and Week views Auto scale of hours grid fits calendar to EssentialPIM s window size First day of week sets first day for the week This option overr
15. and also make it easier to Organize and synchronize your data Calendar day planning the versatile way To Do lists quick and simple list of things to do Notes any data can be stored in tree structured notes Contacts all contacts organized Passwords powerful password managing tool Mail built in e mail client 4 1 First run When you run EssentialPIM for the first time the program creates test epim database file which contains sample appointments to dos notes and contacts Feel free to create a new database file by choosing File gt New or editing the created database Creating new database 2004 2012 Astonsoft Ltd 8 EssentialPIM Free Help CAUser SolA AppData Roaming EssentialPIM test epim EssentialPIM Edit View Go Actions Tools Help we Appointment Shift Ctrl T Ctrl 0 Ctrl 5 Close Shift Ctrl 0 Shift Ctrl M Shift Ctrl C Shift Ctrl M Password Protect a Password Entry Shift Ctrl P Database Management Mail Account Import j EPIM Data File 4 2 EPIM Today EPIM Today shows you an overview of all Appointments Birthdays and To Dos for nearest days EssentialPIM Today Settings can be found in Tools gt Options gt EPIM Today EPIM Today Calendar Today 07 27 2010 All day appointment E Test Contact Birthday All day appointment ET This is all day event It can be also spread want over several days qup Wednesday 07 28 2010
16. anyone and distribute the SOFTWARE in its unmodified form via electronic means Internet BBS s Shareware distribution libraries CD ROMs etc You may not charge any fee for the copy or use of the evaluation SOFTWARE itself but you may charge a distribution fee that is reasonably related to any cost you incur distributing the evaluation SOFTWARE e g packaging You must not represent in any way that you are selling the SOFTWARE itself Your distribution of the SOFTWARE will not entitle you to any compensation from Astonsoft Ltd You must distribute a copy of this EULA with any copy of the SOFTWARE and anyone to whom you distribute the SOFTWARE is subject to this EULA 3 RESTRICTIONS You may not reverse engineer de compile or disassemble the SOFTWARE except and only to the extent that such activity is expressly permitted by applicable law notwithstanding this limitation You may not rent lease or lend the SOFTWARE You may permanently transfer all of your rights under this EULA provided the recipient agrees to the terms of this EULA You may not use the SOFTWARE to perform any unauthorized transfer of information e g transfer of files in violation of a copyright or for any illegal purpose 4 SUPPORT SERVICES Astonsoft Ltd may provide you with support services related to the SOFTWARE Use of Support Services is governed by the Astonsoft Ltd polices and programs described in the user manual in online documentation and or other Ast
17. assign Default sound or any custom Sound file wav or mp3 for alert In the Message section you can set a Custom message for appointment reminder You can also assign a program that will run with reminder You can locate assigned program via Browse button or by entering path to application manually Repeat Appointment section It is possible to make appointment repeatable by checking Repeat Appointment check box V Repeat appointment Repeatevery 1 day s Expires 8 5 2010 You can set daily weekly or monthly recurrence of current appointment By default there will be created 10 recurrence of current appointment You can set expire date if you need more For more complex recurrence adjusting press Advanced button 2004 2012 Astonsoft Ltd Working with EssentialPIM 13 Appointment Repea Repeat pattern O Daily Recurevery 1 week s on Weekly E Monday Tuesday Wednesday C Thursday Monthly E Friday saturday Sunday Yearly Range of recurrence Startdate 7 27 2010 lr No end date End after 2 occurrences End by af 5 2010 s o This dialog allows to adjust recurrence more specifically I e you can set to repeat appointment every second Tuesday in the month or every third day etc 4 3 3 Appointments types There are two types e Timed entries appointments that have beginning and end times e Non timed entries all day appointments Days in C
18. d if necessary assign Priority Category Completion Alarms and Re occurrence then press OK Another way 2004 2012 Astonsoft Ltd 10 EssentialPIM Free Help Actions Today Go to Date Press Add button In the opened dialog 1 select start time 2 enter text 3 assign needed parameters To enter a non timed entry for the day the process is the same except you need to check the All day event box Exclusive appointment enabling this option for the appointment will ensure that this time will not be taken by any other task If you will try later to add an appointment with time coinciding with Exclusive appointment EssentialPIM Pro will not let you do it Allday event that is the appointment that does not have a certain time rather it is assigned to the whole day and will appear on top of each day 4 3 2 Editing an appointment Appointments could be edited any time by double click on it It will open Appointment Info dialog 2004 2012 Astonsoft Ltd Working with EssentialPIM 11 Appointment Info Appointment Subject Location Start me 7 27 2010 10 00 AM Duration 2 hour s End time 7 27 2010 12 00PM Pl All day event Exdusive appointment Priority 1 Low Completion Category None Notes And this one has a low priority as shown by its blue vertical strip C Reminder Repeat appointment 3 At event time peat evi 1 day s Before appointmer 1
19. d running synchronizations To set up synchronization for the first time click on File gt Synchronization gt Add Synchronization gt Android Synchronization Wizard Choose Sync Source Choose Modules Choose Modules Synchronize the following modules Calendar To Do Notes Contacts Passwords Master password Net Cancel Choose modules to synchronize and enter password for Passwords module you may need to run EssentialPIM on Android first and set up master password by tapping the Passwords icon Once you finish press Next 2004 2012 Astonsoft Ltd Working with EssentialPIM Synchronization Wizard Choose Sync Source Choose Modules Pairing Device You should now install EssentialPIM app onto your Android device from Google Play Store Make sure the device is connected to the same network as you PC and start EssentialPIM on your phone or tablet Select PC Sync and fill in the Server IP address field with the IP address of your local computer For your reference the list of local IP addresses is shown below 192 168 137 178 For the Port number field use 21114 Tap the Connect button and EssentialPIM Pro will ask whether to allow connection Answer Yes in order to proceed to the next step Next gt Cancel Now run EssentialPIM on an Android device and choose PC Sync option TF PC Sync PC Sync allows to
20. e and press Delete field button Q Is it possible to add additional anniversaries to contact i e wife s birthday or any other A Yes open any contact and press Add field button then set Date Field type EPIM will create recurring task for this event the same as for birthdays then Q How to add remove columns to display in Contacts view A Right click columns caption and choose fields to display Q How can I add edit field s in contacts A Open any contact and press Add field or select a field and press Edit field correspondingly Q How can I change fields order in Contacts A Just drag them in preferred order with left mouse button Q Some fields are not listed in Contacts table main view and some are not necessary How to set to display needed fields A Right click on field name caption and choose fields to display from context menu 6 1 5 Mail Q Socket Error 10060 Connection timed out error A Make sure that all servers setting were set correctly under Tools gt Account Settings gt Edit gt Servers Settings If you are not sure about what to enter then login to your account via web interface and refer to Help area Search for POP3 IMAP for incoming mail and SMTP for outgoing mail settings through FAQs Q How to make mail available offline for IMAP accounts A IMAP accounts download headers only by default Press Manage Folders button from Actions panel and choose what folders to downl
21. e default paths for EPIM databases are C Documents and Settings User Name Application Data EssentialPIM for XP C Users User_name AppData Roaming EssentialPIM for Vista and Seven If you can t find it anyway than try to search epim files on your computer Q I ve downloaded your EPIM but the installer would not work What should I do A This is because of incomplete download Try to redownload instalation file again If it still tells that file is corrupted than most probably your browser or provider cached file and every time you try to re download it gives you cashed incomplete file again Try to clear browser cache or download with any download manager Q Is it possible to run EPIM on Mac OS Linux A Unfortunately no Only Windows version available for now Q How can I access epim database directly A EPIM uses Firebird database engine You can access database directly using any Firebird database manager For example http www mitec cz ibq html Please note that you should understand how to work with database otherwise data will be lost Default Q My database size is 1 5Mb but backup file size is 350kb Does backup stores all my data A Don t worry all your data is stored in backup It is compressed Q I have bought other computer but now I want to transfer all my EPIM program and data to this new computer can you explain to me how to do this A You should install EPIM to a new computer and register it with yo
22. e this go to Tools gt Options gt Your synchronization and uncheck Create calendars in iPhone for each of EPIM categories In this case all EPIM categories will be synchronized to one default calendar on your iPhone iPad 4 9 2 1 Troubleshooting OS Synchronization If you want to start synchronization but instead see this screen on iOS EPIM 2004 2012 Astonsoft Ltd 4 EssentialPIM Free Help PC Sync allows to synchronize vour Calendar Contacts To Dos and Passwords with EssentialPIM Connected to Wi Fi network linksys Please start EPIM on your Windows computer and use File gt Synchronizabon gt Wizard to create iPhone PAD synchronization Make sure iPhane iIPAD is connected to same local network as your computer Make sure You have read Setting up iOS EPIM synchronization iTunes is installed on PC You use the latest Windows EPIM version check Help Check For New version Windows EssentialPIM is on Pairing Device step if not paired previously If paired Windows EPIM needs to be running without Wizard You use Common Network between iOS device and PC same network e Firewall allows connections over port 21108 default or change it in PC EPIM Wizard e If you are sure all of this is done but still no go please email support with screenshots of Windows EPIM and iOS EPIM 4 10 Import Export Data 4 10 1 Importing EssentialPIM makes your transition from other PIM easy You can im
23. eld by choosing specified field from In Field drop down menu 2 Contacts sl My Contacts First Mame Last Name Mobile p First Name nday Test Contact 1190 009 003 m Last Mame 41980 Mobile Phone Email Address City State Postal Country To change the fields Shown in the main window right click on the names of the fields in the window and put check on the field that needs to be shown If you need to change many fields right click on fields names and choose Customize To edit a contact Double click on it in the main view A separate window listing contacts details will open Edit any of the fields and press OK To sort contacts Click on the name of the field in the main view according to which it needs to be sorted Letters panel allows easily navigate to a specific letter or number in contacts list 2004 2012 Astonsoft Ltd 22 EssentialPIM Free Help ne e tina Nederlands v English v Fran ais Italiano v Pyccknn Espa ol This panel may include multiple language alphabets 4 7 Passwords 4 7 1 Creating a password Passwords module helps to manage password login data for various services To add a new record press Add Entry button or go to File gt New gt Password Entry This will open the Entry Info dialog window 2004 2012 Astonsoft Ltd Working with EssentialPIM 23 User Name user Repeat Password URL Here you can enter password entry details includ
24. en newly synced file under File gt Open PO Q Password protection or Optimization option is not active A EPIM can utilize database management tools while mail send receive processes are active Disable Check mail on start option and restart EPIM Password protection and Optimization options will be active then Q How to delete archive old records from database A We have a special tool for this EPIM Archiver DupeRemover It can delete or archive items older then particular date Tool available from our download page http www essentialpim com r download 6 1 2 Calendar Q How to add national holidays to calendar A You can import holidays as iCal ics calendar which could be downloaded from Internet You could start searching from our iCal s download page http www essentialpim con r download amp pr ical Q How to generate a list of upcoming birthdays and or a list of all birthdays A You should switch calendar to Table view filter tasks according to Birthday Holiday category and set date ranges You ll get your list then 2004 2012 Astonsoft Ltd Support 51 6 1 3 Notes Q Internet links doesn t work in Notes The link become blue when I enter it but nothing happens when I Click on it A It works the same as in MS Word You should click links holding Ctrl button 6 1 4 Contacts Q How can I delete unnecessary fields from contacts A Open any contact select the field you want to delet
25. ened by any Internet Browser e iCal ICS a standard for calendar data exchange e iPOD Contacts could be exported to e HTML e iCal e iPOD Mail could be exported to e EML Password entries could be exported to e CSV 4 11 Shortcuts EssentialPIM Free makes extensive use of shortcuts Here is the list of them Global Ctri Alt S Minimize to system tray Shift Ctrl T New Appointment Shift Ctri O New To Do Shift Ctrl N New Note Shift Ctri C New Contact 2004 2012 Astonsoft Ltd 4 EssentialPIM Free Help Shift Ctrl M New Message Shift Ctrl P New Password Entry Switching Between modules Ctrl 0 EPIM Today Ctrl 1 Calendar Ctrl 2 To Do Ctrl 3 Notes Ctrl 4 Contacts Ctrl 5 Passwords Ctrl 6 Mail Ctrl 9 Trash General Ctrl Q Focus on search box In Calendar Ctrl D Day View Ctrl W Week View Ctrl M Month View Ctrl Y Year View Ctrl E Table View Ctrl T Today Ctrl G Go to Ctrl H Hide show completed In To Do Ctrl H Hide show completed In Notes Ctrl R Add to root Ins Add as Child Ctrl I Add as Sibling Ctrl Alt Right Move in Ctril Alt Left Move out Ctrl Alt Up Move up Ctrl Alt Down Move down Ctrl Alt C Collapse All Ctri Alt X Expand All while creating a new Note Ctrl D insert current Day Ctrl T insert current Time In Contacts Ctrl H Hide show groups 2004 2012 Astonsoft Ltd Working with EssentialPIM In Mall Ctrl R Reply to Sender Ctri Shift R Reply to All
26. eps to find a solution e Make sure that you have installed the latest version e Visit our online support community forum at www essentialpim com forum e If you still have not found the answer do not hesitate to contact us at epimsupport essentialpim com 7 Contact Please do not hesitate to contact us By e mail For general information please e mail us at epiminfo essentialpim com For sales information please e mail us at epimsales essentialpim com For technical support please e mail us at epimsupport essentialpim com 2004 2012 Astonsoft Ltd By fax phone Please note we do not provide support over the phone Fax 372 650 79 77 Phone 372 5192 79 21 By post Astonsoft Ltd Laki 9A Tallinn 10621 Estonia 2004 2012 Astonsoft Ltd
27. his screen press Start 10 18 gos e PC Sync allows to synchronize your Calendar Contacts To Dos and Passwords with EssentialPIM Connected to Wi Fi netwark linksys Choose your computer with EPIM nmn ng Max PUG home 192 168 1 100 21108 start automatically OFF START Tip If you do not see Start button make sure your Windows EPIM is now on Pairing Device step and you have iTunes installed on Windows 5 At the same time EssentialPIM on Windows will ask for confirmation 2004 2012 Astonsoft Ltd Working with EssentialPIM 4 Synchronization Wizard 287 Choose Sync Source Sync Credentials Pairing Device Please install and run EPIM Assistant app onto your iOS device from App Market After you run EPIM Assistant on your device current screen will ask whether to allow connection please answer Yes N m ae Cancel This is needed to prevent any unauthorized synchronization attempts with different devices in the future 6 Next Sync Options step presents you with some Options Default Options are usually OK On subsequent synchronizations to start synchronizing you need to e start Windows EPIM e start iOS EPIM go to PC Sync and press Start If something does not work see Troubleshooting iOS Synchronization More details on synchronization For each EssentialPIM category on Windows a separate Calendar will be created on iPhone iPad to chang
28. ides Windows regional settings option 4 4 To Dos 4 4 1 Adding a to do To Do module in EPIM allows you to track projects progress and make a system of complex relationships within projects To Add a To Do press Add button in Action bar 2004 2012 Astonsoft Ltd 16 EssentialPIM Free Help Actions In opened dialog 1 select start time 2 enter text 3 assign settings 4 4 Editing a to do To Do s could be edited any time by double click on it It will open To Do Info dialog To Do Subject IPIS EE Eua Location Start time 7 27 2010 2 10 PM Fl Due date 7 27 2010 2 10 PM Priority None Completion Category None Motes Reminder 7 28 2010 12 00 AM lt Subject Name of the to do which will be listed in Today view Location set a location for the to do All entries will be saved in dropdown menu Start time set start time of the to do End time set end time of the to do Priority set a priority for the to do Completion set a rate of completion of the to do Category set a category for the to do Reminder section 2004 2012 Astonsoft Ltd Working with EssentialPIM Reminder could be enabled by checking Reminder check box Reminder 31 62007 12 20 Advanced Reminder could be set at the current date and time It is possible to set some additional reminder options by pressing Advanced button
29. ing notes and add attachments Gen button helps to generate a random password for your entry just check necessary options and press the Generate button Generate password Password generation options L Upper alphabetic characters A B C Lower alphabetic characters a b c A Numerical characters 1 2 3 m Special characters Me 9 FSO Number of characters 6 Your password nrmqfz Custom fields You can add your own fields for password entries Click the Add field button and enter field name in the appeared dialog window Edit field Delete field Move up and Move down buttons are used to manage existing fields Using passwords You can copy either User Name or Password into clipboard by selecting a desired password entry and clicking on Copy User Name or Copy Password buttons 2004 2012 Astonsoft Ltd 24 EssentialPIM Free Help Ei Copy User Name Ei Copy Password Another way is to double click on the User Name and Password fields of the desired password entry directly from the table You ll see the Data copied to clipboard message in the status bar indicating successful execution of the command 4 8 Mail 4 8 1 Crreating an Account Click on the Tools menu and select the Account settings option Then click on the Add button Account Settings This will start a wizard which will guide you through whole procedure Step 1 Enter your name in the Name field and y
30. oad fully Those folders contents will be available offline then 6 1 6 Potable version issues Q I want to upgrade my U3 version but can t find it on your download page 2004 2012 Astonsoft Ltd 52 EssentialPIM Free Help A Sorry U3 version won t be supported anymore You can install version for regular drives Download the ZIP file and unzip it on your flash drive and run EssentialPIM exe Launchpad icon could be added with this tool http www softpedia com reviews windows Shortcut Creator 4U3 Review 76269 shtml Q My EPIM is very slow on my USB stick How can I boost it up A EPIM speed depends on your USB stick speed Try to empty Trash and delete old unnecessary items You can also try to Optimize database File gt Database management gt Optimize These measures should boost performance Try also to reformat USB drive Q Can I use portable EPIM as desktop EPIM A This is not recommended although you can try Just unzip non U3 version to your hard drive and run EssentialPIM exe from program folder 6 2 Update EssentialPIM Free automatically checks for updates once a week If an updated version is found you ll be notified To check for updates manually click on Help gt Check For New Version You can always download the latest version of the program from our Web site www essentialpim com 6 3 Troubleshooting If you experience any problem with EssentialPIM Free please follow these st
31. onal information manager that can store manage and encrypt data day week month year schedules to do lists for keeping all your appointments up to date notes pictures tables any formatted text password entries fully functional mail module and contacts Offers AES 128 bit encryption MS Outlook import export search capabilities versatile print features and adjustable contacts storage with unlimited number of fields Thought out simplicity is the power our motto Enjoy 2 Features EssentialPIM Free is a full featured personal information manager which offers e Excellent usability Shortcuts that are fun to use and boost your productivity Easy intuitive tools arranged right where you need them e Security All data can be password protected and the database file is encrypted with the advanced industry standard AES Rijndael 256 bit key e Versatile import and export capabilities You can import and export HTML RTF CSV TXT and TreePad You can perform import export with Microsoft Outlook and you can import from Outlook Express e Synchronization with Android and iPhone iPad e Available in many languages Bulgarian Chinese simplified Czech English French German Hellenic Hungarian Indonesian Italian Japanese Norwegian Polish Portuguese Russian Slovak Spanish etc e System tray icon with a hotkey for starting and configuring the software e Open source Firebird database Advanced users and system administrator
32. onsoft Ltd provided materials as they may be modified from time to time Any Supplemental SOFTWARE code provided to you as part of the Support Services shall be considered part of the SOFTWARE and subject to the terms and conditions of this EULA With respect to technical information you provide to Astonsoft Ltd as part of the Support Services Astonsoft Ltd may use such information for its business purposes including for product support and development Astonsoft Ltd will not utilize such technical information in a form that personally identifies you 5 TERMINATION Without prejudice to any other rights Astonsoft Ltd may terminate this EULA if you fail to comply with the terms and conditions of this EULA In such event you must destroy all copies of the SOFTWARE 6 COPYRIGHT The SOFTWARE is protected by United States copyright law and international treaty provisions You acknowledge that no title to the intellectual property in the SOFTWARE is transferred to you You further acknowledge that title and full ownership rights to the SOFTWARE will remain the exclusive property of Astonsoft Ltd and you will not acquire any rights to the SOFTWARE except as expressly set forth in this license You agree that any copies of the SOFTWARE will contain the same proprietary notices which appear on and in the SOFTWARE 7 NO WARRANTIES Astonsoft Ltd expressly disclaims any warranty for the 2004 2012 Astonsoft Ltd SOFTWARE THE SOFTWARE AND A
33. our full email address username server com in the Email address field then click on the Next button 2004 2012 Astonsoft Ltd Working with EssentialPIM 25 Account Wizard Identity Your name will appear in the From field of the outgoing messages Mame Account Mame E mail address is the address other people use to send e mail messages to you E mail address username astonsoft ee Step 2 Select your server type set address and login data for incoming mail then click on the Next button If you are not sure about your server type and address then you can check it in your mail provider Help area PACCO BRI Identity Incoming Mail server Incoming Mail server Server type POPS Server pop astonsoft ee Username username amp astonsoft ee Password Hdi Step 3 Set a server address and login data for outgoing mail then click on the Next button 2004 2012 Astonsoft Ltd 2 EssentialPIM Free Help Account Wizard Identity Outgoing Mail server Identity Incoming Mail server Outgoing Mail server Account name 4 8 2 Managing Mail Outgoing Mail server Server smtp astonsoft ee Server requires authentication Username username astonsoft ee Password Xem Account name Account name username astonsoft ee F Use Global Folders Mail will be stored in one set of Global Folders and not in its own directory E Check mail now Creating a new message
34. pen Mail Rule dialog which consists of two parts Top part contains conditions you may add or remove them using buttons Bottom part contain the actions list what to do with a message if the condition part is true The given rule example will move message to folder folder 1 and mark it as Read if From field will contain text John 2004 2012 Astonsoft Ltd Working with EssentialPIM Mail Rule Rule name Select conditions For incoming messages Select actions ce J OO OC Applv rule Far CO Messages that match all of the conditions Messages that match any of the conditions Cancel 49 Synchronizations 4 9 1 Android EssentialPIM is capable of synchronizing with Android devices You need to download and install free Android version of EssentialPIM onto your device Google Play Link You will be able to synchronize and manage data from the following modules Windows EssentialPIM Android EssentialPIM Calendar lt gt Calendar Android built in To Do lt gt To Do Notes lt gt Notes Contacts lt gt Contacts Android built in Passwords lt gt Passwords Pre requisites for synchronization e Device running Android 2 1 or newer version e Common network between Android device and PC This is usual that your PC and 2004 2012 Astonsoft Ltd 38 EssentialPIM Free Help Android connect to the same router Android device uses Wi Fi while PC uses Wi Fi or cable Setting up an
35. port e Calendars Contacts and Notes from MS Outlook e Calendars and To Do lists from iCal files e Notes from RTF TXT KeyNote and TreePad files e Contacts from Windows Address Book WAB CSV vCard e Passwords entries from CSV Roboform HTML KeyPass XML e Mail from EML 4 10 2 Exporting EssentialPIM offers a large variety of formats to export your existing data Export options are at File gt Export gt All data can be exported one by one or you can select multiple entries using CTRL 2004 2012 Astonsoft Ltd Working with EssentialPIM 45 mouse for contacts and Notes or All entries can be exported In most cases you can even select which fields to export Contacts could be exported to e Windows Address Book WAB can be opened by double clicking on it in Windows also used by MS Outlook Express Comma Separated Values CSV can be opened by MS Excel or Text Editor HTML HTML can be opened by any Internet Browser Rich Text Format RTF can be opened by many Text Editors Text Files TXT can be opened by any Text Editor vCards VCF a file format standard for personal data interchange specifically electronic business cards Notes could be exported to e HTML HTML can be opened by any Internet Browser e Rich Text Format RTF can be opened by many Text Editors e Text Files TXT can be opened by any Text Editor e iPOD To Do list could be exported to e HTML HTML can be op
36. roxy allows to set up mail transfer via Proxy server 4 8 4 Account Settings Account settings are available from Tools gt Account Settings menu 2004 2012 Astonsoft Ltd Working with EssentialPIM 31 username astonsoft ee username astonsoft ee Default Set Default Move Up Move Down Select an account and press Edit button This will open Account Settings dialog which consists of four tabs General tab allows to set account name and basic user info 2004 2012 Astonsoft Ltd 32 EssentialPIM Free Help Account Settings user General Server Settings Advanced Signature Mail Account Account name usermame astonsoft ee User Information Name Astonsoft Organization E mail address username astonsottec Reply adddress Identities Astonsoft lt username astonsoft ee gt Test lt usernameblastonsoft ee gt Identities allows to add optional sender data and signature This identities list became available as drop down menu when composing new mail Server tab contains server addresses and login info for incoming and outgoing mail Refer to your mail provider help area if you are not sure what to enter here 2004 2012 Astonsoft Ltd Working with EssentialPIM 33 Incoming mail Server type POPS Server pop3 astonsoft ee Connection security SSL TLS Username username Cr Pass
37. s Printing Contacts You can select which contacts to print out using CTRL Mouse or Shift Keyboard arrows or print out all 2004 2012 Astonsoft Ltd 4 EssentialPIM Free Help 6 1 6 1 1 Information for translators Astonsoft Ltd welcomes people to translate EssentialPIM s program language file into their native languages Interface Whole EssentialPIM s interface is contained in ENGLISH LNG file which is situated in EssentialPIM s installation directory Please feel free to take the file and start translating Usually it takes a couple of hours Support Astonsoft Ltd is committed to supporting its customers Please feel free to browse through the below listed topics and find the most appropriate way to get your question problem resolved FAQ General Q After upgrade will my data be preserved A Yes your data is stored in epim file and will be automatically converted to the new version format Q How do I restore Backups A Backups are regular epim files named file name backup year month day time They can be opened from within EPIM using File Open menu Q This morning I opened PIM and all my entries had disappeared What do I do now A Please search your computer for epim files most probably you have opened a wrong epim file or created a new one empty Q Can I request a feature A Yes of course We actually make a point of listening to our users That s how EssentialPIM
38. s get great flexibility in managing databases 3 License EssentialPIM tm License Agreement EssentialPIM is FREEWARE Astonsoft Ltd EssentialPIM VERSION 4 END USER LICENSE AGREEMENT IMPORTANT READ CAREFULLY This EssentialPIM End User License Agreement EULA is a legal agreement between you either an individual or a single entity and Astonsoft Ltd for the EssentialPIM SOFTWARE s identified above which includes the User s Guide any associated SOFTWARE components any media any printed materials other than the User s Guide and any online or electronic documentation SOFTWARE By installing copying or otherwise using the SOFTWARE you agree to be bound by the terms of this EULA If you do not agree to the terms of this EULA do not install or use the SOFTWARE If the SOFTWARE was mailed to you return the media envelope 2004 2012 Astonsoft Ltd 6 EssentialPIM Free Help UNOPENED along with the rest of the package to the location where you obtained it within 30 days from purchase 1 The SOFTWARE is licensed not sold 2 GRANT OF LICENSE a Freeware You may use the SOFTWARE without charge Astonsoft Ltd may place announces of its other PIM related products into EssentialPIM Astonsoft Ltd will not monitor the content of your use e g sites selected or files used b Redistribution of EssentialPIM You may make copies of the evaluation SOFTWARE as you wish give exact copies of the original SOFTWARE to
39. sing standard deag amp drop feature Notes could be also arranged using Actions bar tools Add as Child button creates a sub note to current one Add as Sibling adds a To Do to an active tree Move In Out and Move Up Down buttons could be used to edit hierarchical structure It s also possible to drug amp drop Notes to each other to edit hierarchy Position change is also possible using standard drag amp drop feature 2004 2012 Astonsoft Ltd Working with EssentialPIM 1 Collapse Expand All buttons easily collapse expand the whole tree structure Notes could be also automatically arranged by Name or Last Modified date Notes could be also automatically arranged by Name or Last Modified date Notes ug Add to Root Ctrl R F A Ha Add as Child Ins dh AddasSibling Cire ie text You can inser dus B you are using Pro versio M Delete Del in use them to structure Rename Modify dp Cut Ctrl X E Copy Ctrl C Modified Auto arrange 4 6 Contacts 4 6 1 Adding a contact Contacts can hold all of your contacts It supports Groups unlimited custom fields sorting and multiple views To add a contact press Add Contact button in the Actions bar Enter the data for your contact in the pop up window Select from different tabs in the contact edit window to enter Personal Info Business and Notes 2004 2012 Astonsoft Ltd 2 EssentialPIM Free Help Contact Edit Field 1190 009 003
40. ur license name and key Then you should transfer your database and open it in EPIM File gt Open You can always download EPIM installation file from our site http www essentialpim com 2004 2012 Astonsoft Ltd 50 EssentialPIM Free Help Q How can I transfer data to EPIM from another PIM A Data could be transferred via supported by EPIM formats only You can find all Supported formats in File gt Import menus Q How to sort records by A All EPIM items could be sorted by any field Click on field caption in order to sort by it Holding Ctrl button will allow to sort by several fields Q How to change remove database password A Do the following to remove or change password 1 Go to File gt Password protection 2 Enter your password and press OK 3 Press Clear or enter new password in appeared dialog Q EssentialPIM can not open database from a shared disk A EPIM Free works with local files only I ve forgotten my database password How can I recover it Unfortunately it s not possible to recover database password gt EPIM became very slow How to boost performance First empty trash and run optimization under File gt Database management If it won t help then create a new database under File gt New gt EPIM Data File and save it Then sync it with your file using EPIM Synchronizer tool which could be downloaded from our site http www essentialpim com r download Then op
41. was developed Please post your request here Online Support Forum Suggestions Q Is EssentialPIM translated to language A For a current list of translations please check here If you do not see EssentialPIM translated to your language please feel free to do it It really is easy Just visit the Translators Page Q How can I help contribute to EssentialPIM s development A You can translate EssentialPIM into your native language or suggest a feature We 2004 2012 Astonsoft Ltd value all contributions Q Is EssentialPIM Free really free A Yes it is completely free If you download it from our website we guarantee it is totally free of any adware spyware nag screens etc Q Will EssentialPIM Free become paid software A No No it will definitely never be sold EssentialPIM is and will stay freeware If you are aware of someone selling EPIM Free please tell us Q Why isn t EssentialPIM open source A EPIM is programmed using the Delphi programming language We use several external components the licenses of which forbid us to re distribute the source code Using quality external components allows us to deliver EssentialPIM to you faster Q How to make EPIM to start with another module A If you ll disable Start with EPIM Today in Tools gt Options gt EPIM Today than EPIM will start with the last used module Q How to find my database file A EPIM stores all data in epim database files Th
42. word Outgoing Servers SMTP smtp astonsoft ee Selected Delete Select Server smtp astonsoft ee Port 465 Connection security SSL TLS Username username Outgoing servers section allows to add optional SMTP servers to account and choose which one will be used Default ports for incoming server POP3 110 995 SSL IMAP 143 993 SSL Default ports for outgoing server w o SSL 25 2525 SSL 465 587 Advanced tab allows to set additional interaction with the mail server options 2004 2012 Astonsoft Ltd 34 EssentialPIM Free Help server Settings Server timeouts 60 second s Check for new messages at startup 7 Check for new messages every Delivery Leave a copy of messages on server Remove from server after Signature tab represents a small text editor which allows to compose different kind of signatures 2004 2012 Astonsoft Ltd Working with EssentialPIM 35 Account Setti gs Signature A Use a signature for outgoing mail messages 2 BrzuUE 4 8 5 Message Rules EssentialPIM Pro allows to sort incoming mail automatically by using Message rules Click on the Tools menu and select Message Rules option This will open the dialog which allows to Add Delete or Edit rules 2004 2012 Astonsoft Ltd 3 EssentialPIM Free Help Message Rules Active rules are executed in the order shown below vi Rule 1 Press Add button to create a rule This will o
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