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Table of Contents
1. 2. General Overview .................................................................................................... 3 Xobni System Requirements .................................................................................... 4 2.1.1. Cached Exchange Mode .............................................................................. 4 2.1.2. Using Skype with Xobni ................................................................................ 4 3. 4. Installation and Setup............................................................................................... 5 Tour of the Xobni Sidebar ........................................................................................ 6 4.1.1. Search Bar ................................................................................................... 8 4.1.2. Person Profile ............................................................................................. 11 4.1.3. Extensions .................................................................................................. 13 4.1.4. Interactions ................................................................................................. 16 4.1.5. Invitations & the Invite Window ................................................................... 21 4.1.6. Share Fun Facts ......................................................................................... 22 4.1.7. Problem Notifier .......................................................................................... 22 4.1.8. Shortcuts Bar.............................................................................................. 22 4.1.9. Google Search Bar ..................................................................................... 22 5. Xobni Options ........................................................................................................ 23 5.1.1. General ...................................................................................................... 23 5.1.2. Integration .................................................................................................. 24 5.1.3. Schedule Time ........................................................................................... 25 5.1.4. Folders ....................................................................................................... 26 5.1.5. Performance ............................................................................................... 27 5.1.6. Xobni Plus .................................................................................................. 29 6. 7. 8. 9. Xobni Menu ............................................................................................................ 30 Other Outlook Windows ......................................................................................... 32 Keyboard Shortcuts ............................................................................................... 32 Xobni Analytics ...................................................................................................... 33

10. Xobni Data Files..................................................................................................... 34 11. Xobni Service ......................................................................................................... 34 12. Repair and Uninstall Options.................................................................................. 35 13. Conclusion ............................................................................................................. 35

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v1.9.3/Build 10763

1. General Overview
Xobni is a Microsoft Outlook Add-in that:         Performs lightning-fast as-you-type searches Reveals previously hidden information about your email interactions with people Allows you to explore your emails by person and conversation Gives you immediate access to files exchanged with people in your email network Synchronizes your Contacts across Exchange, BlackBerry, and soon to be released platforms. (paid Xobni One subscription required) Creates a bridge between Outlook and online social networks and data services such as LinkedIn, Facebook, Twitter, and Hoover‟s Indexes your personal Yahoo! mail for integrated searching Illuminates the overall flow of your email traffic via Xobni Analytics

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v1.9.3/Build 10763

Not doing so can impede Outlook‟s ability to shutdown properly.x) (Skype 4. Cached Exchange Mode Xobni recommends that users running Microsoft Exchange accounts should enable „Cached Exchange Mode‟ when using Xobni.1.9.xobni. or 2010 (32-bit or 64-bit) Microsoft Internet Explorer 6 or higher Microsoft .NET Framework 2.2. (Skype 3.1.1. Xobni System Requirements  Operating Systems: o o o       Windows XP SP2 or SP3 (32-bit only) Windows Vista (32-bit or 64-bit) Windows 7 (32-bit or 64-bit) Outlook 2003.com/support. and is a general good practice regardless of whether or not Xobni is installed. please make sure the Skype setting „Show Outlook Contacts‟ (pictured below) is unchecked.2.x) 5. You will need to do this for all Skype accounts. please visit our online Support Page at http://www.2). if „Cached Exchange Mode‟ is disabled. Using Skype with Xobni If you are a Skype user. For further information on „Cached Exchange Mode‟. you may experience degraded performance within Outlook. While this is not a required setting for use with Xobni.19.2010 4 v1. 2007.3/Build 10763 . Please launch Skype and select the menu pictured below to verify that the setting is correct. 2.0 or higher (Windows XP only) Recommended minimum of 1GB RAM Recommended minimum 2GHz processor Preferred monitor resolution: 1280x1024 2. please upgrade to the latest version (at least Skype 3. Furthermore.

You‟ll also see the team of brilliant people who have made Xobni so awesome! Setup If you purchased the boxed retail version of Xobni Plus.NET Framework installed. and you‟ll be taken to the „Setup Complete‟ screen. Once Outlook launches. You can run the „Index Outlook Mail‟ command from the Xobni Menu bar to complete the full indexing.exe‟ icon to launch the installer. Depending on how much email you have within Outlook. Most people leave this turned on so they can check out Xobni right away.3/Build 10763 . Installation and Setup Installation Please make sure that you meet the system requirements listed above before you start. If you have an IMAP email account or have multiple large PST files. This information can be reviewed at any time by selecting the „Share Fun Facts‟ menu item. After clicking “OK”. From the „Setup Complete‟ screen. Finally.19. 5.3. you have the option to launch Outlook upon hitting exit. During the indexing you will be shown a brief informative video about some of the main features of Xobni. Clicking on the “Tell…” button will create an email send that person with a link to download Xobni for themselves. you will see the Xobni Sidebar load into the main Mail view on the right. The initial indexing is designed to index as much mail as possible within a reasonable amount of time (about 20 minutes) so that you can begin enjoying the benefits of Xobni right away. Double-click the „XobniSetup. After which you will be prompted for a location in which to install the application. or leave your computer on overnight. Click the “Let‟s Go” button to start using Xobni and its many powerful yet easy to use features. you will also see a „Xobni‟ menu. You may be asked to enter a CAPTCHA the very first time you use Xobni which may be required in order to use third party extensions such as LinkedIn. If you take a look at the Outlook menu bar. you‟ll arrive at the “Ready to Rock” screen. You‟ll need to be connected to the Internet during this time. You will also notice that Xobni immediately begins indexing your email. this can take up to twenty-five minutes. our installer will display a warning message and automatically attempt to download this component from Microsoft. or the installation will fail. Installation will begin after you agree to the Xobni End User License Agreement by clicking the “I Agree” button. some of your older email might not have been indexed. you will be asked to enter your 16 digit activation code from sleeve of the installer CD.9. Then download the Xobni installer from our website. the initial indexing often takes less than ten minutes.2010 5 v1. the application will install its components. indicating that Xobni has indexed enough of your email to get started. If you do not currently have the Microsoft . You can edit the message body of the invitation if you so desire. As a result. This will be followed by a series of statistical facts about your email relationships that you can to the people you communicate with most frequently. You can also change your language preference at this time should you wish to do so.

of people.xobni. Files Exchanged. Panels that appear occasionally: 1 The notation is used throughout this manual to refer to features that are only available in Xobni Plus. many of which are instantly updated to reflect the currently selected email. the Mail Indexer. Xobni Plus is a premium version of Xobni. conversations.19. and email attachments. Google Search Bar – Start web searches before leaving Outlook. Files Exchanged – A listing of all email attachments sent between you and the currently selected profile.4. Share Fun Facts – Another interactive panel that shows interesting information about your email relationships. Conversations – A chronological list of threaded email exchanges you‟ve had with the person in the currently displayed profile. Network. Tour of the Xobni Sidebar The Xobni Sidebar is comprised of many components. and Support Info. Invitations – This interactive panel allows you to invite your friends and coworkers to download and check out Xobni. and Appointments [PLUS].3/Build 10763 .  Search Bar – Our search gives you insanely fast results from your Outlook data. Problem Notifier – You will only see this panel if Xobni detects a problem in which case you will be notified of the suggested remedy. Network – This is a list of all the people you have in common with the person whose profile is currently displayed. The Network panel is an easy way to maintain connections and keep track of who knows whom within your social network.com/learnmore/plus/ [PLUS] 5. Person Profile – The person profile area displays the information of the sender of the currently selected email. Extensions – Various modules that display additional information or perform an action in relation to the currently displayed profile. Interactions Panel – A tabbed view of the various interactions between you and the person in the currently selected email. Interactions are organized by Conversations. More information available at http://www.9. The Summary tab is combination of all of these interaction types. – Displays upcoming appointments scheduled with the currently      Shortcuts Bar – This section of the Sidebar contains some useful shortcuts to the Xobni Menu. Links profile.2010 6 v1. [PLUS]    – Displays all links that have been exchanged with the currently selected [PLUS] Appointments selected profile. Invite Window. Xobni Plus users will enjoy creating complex searches using the advanced query builder. Links [PLUS]1.

2010 7 v1. As you continue to click through items. „Back‟ and „Start Over‟. A button to the right of the „Back‟ button indicates the depth of the stacking. can appear as you click on items within the Sidebar. You can use „Back‟ to return to the last selected item. Specific information on an individual item within the panel can be revealed by hovering the mouse pointer over it. You can also click on any item should you require additional detail.3/Build 10763 . you‟ll notice different panels „stacking‟ within the Sidebar. Two navigation controls. 5. Clicking this button will reveal/hide the stacks. The „Start Over‟ button can be used to return to the profile for the currently selected email. All panels can be expanded to reveal more in-depth information by clicking on the title bar.19.Most panels can be resized by clicking and dragging just above the title bar.9. Let‟s take a closer look at each of these sections and get a little more information on exactly how they work.

2010 8 v1. last name. a search results frame will instantly slide over.1. and refines the results as you continue typing.1.3/Build 10763 . Search results are divided in to the following categories: People: Contacts whose first name.4. Search Bar When you begin typing in the Search bar. email address. or email address domain name begin with the search string Messages: Messages containing a word that begins with the search string Files Exchanged: Files whose names begin with the search string 5.9.19. Xobni‟s search feature identifies words that start with the letter you initially type.

2010 9 v1. You can use the Advanced Search Builder to help you create complex searches but you are not required to use it once you learn its syntax. Xobni Plus users will see: Appointments: Appointments that you have with the People contained in the search results.3/Build 10763 . you will notice that an “Advanced” button appears below. Subject: search the “Subject:” line From: search the “From:” line Has Attachment(s): find mail based on whether or not it has attachments using the constants true. false. yes. Clicking on it will open up the “Advanced Search Builder”.19. or with descriptions that contain a word that starts with the search string Tasks containing a word that begins with the search string Links that appear in the messages that contain the search string Tasks: Links: Advanced Search Xobni Plus users have the ability to perform advanced searches.9. You can search using any of the criteria listed in the menu below. When you start typing a new search. Alternatively. Folder: search any folder whose name has a word in it that matches the search string 5. and no.In addition. you can click on the magnifying glass directly to bring up the Advanced Search Builder without having to type a search string.

I would like to find all the mail I sent to Matt in the last two days. to:me attachments:true before:7/4/09 Troubleshooting Advanced Search If you are not getting the search results you expect you may be having one or more of the following problems.19. The Advanced Search Builder takes most of the work out of generating searches but if you are feeling adventurous and have begun creating your own from scratch. lastweek. thismonth. and “BCC:” lines Body: search the body of the email Type: restrict search to mail.Date: Search the date the email was sent.9. 5. and lastmonth. or tasks As you create search terms they are added to the search bar and the results appear immediately. In this case we will need to use parenthesis so that the OR takes precedence. Each term is separated by a space and joined by an implied AND operator so that the search “from:me attachments:yes” really means all the emails that you have sent that contain attachments which is the same as “from:me and attachments:yes”. Additionally you can use the operators OR and NOT. Please note the use of the constant “ME” which is the easiest way to refer to yourself in a search. 3) You may have spelled a search term incorrectly. “CC:”. I would like to see all emails I‟ve received with attachments prior to the 4th of July. 1) Your index may be out of date. you might need to double-check your syntax from time to time.3/Build 10763 . from:me to:matt (date:today or date:yesterday) Let‟s try one more. and between” as well as use constants such as “today. yesterday. after. These are not case sensitive. thisweek. Please update your index by select “Index Outlook Mail” from the Xobni menu 2) You order of operations may be incorrect. appointments.2010 10 v1. “From:”. The order of operations is parenthesis first then left to right. you may need to use parenthesis in order to get the correct result. Let‟s try a few more.” All: search every part of the email To: search the “To:” line CC’d: search the “CC:” line With: search the “To:”. You are able to specify “before. If you are using OR in your search.

picture. a Skype logo will appear to the right of the person‟s phone number.4.1. Clicking on the Skype logo will give you the option to call.2.2010 11 v1. or send a SMS to that person. 4. and phone number(s). you can view their company and position. Profile Editor You can use the Profile Editor to add or modify a person‟s information that appears in Xobni. Clicking on the phone number will place a voice call to that person through Skype. Here you can view their name.2. If you have the Skype™ application installed on your computer.1. 5.19.1. Person Profile The Person Profile panel is updated when you select an email within Outlook‟s main Mail view. Clicking on the photo will cycle through all of their available photos.3/Build 10763 . email address(es).9. You can open the editor by clicking the „Edit‟ button located in the upper righthand corner of the Person Profile panel. chat. In addition.

hit the “OK” button.2010 12 v1. With Xobni.You can add or modify phone and fax information. Type the email address of the profile that you would like to merge with the current profile. If the person has a Skype ID. Xobni automatically retrieves the photo from Outlook‟s Contacts. Facebook or manual entry. you can open the “Edit Profile” window. Finally. or Twitter. A new window will pop up. Simply select a profile and open the profile editor. You can also copy the contact info.3/Build 10763 . Clicking it will finalize the merge. If Xobni fails to merge two profiles together you can perform this task manually. You can change the phone number type using the pull-down menu left of the number field. Your choices are Outlook. Once this is correct. For example. select „Update‟ to complete the unmerge. Doing so will reveal a „x‟ (remove) button. open the desired profile and hover over any non-primary email address. if you have a friend that emails you from both their personal and work accounts. Merging and Unmerging Contacts Xobni will automatically merge contacts that use different email addresses. both addresses will be merged into a single profile. Facebook.9. you can choose the preferred source of a person‟s picture. To add your own photo. you can enter it as well. In a similar fashion. This makes it easy to manage their profile and analyze mail traffic from them. inside of which you can add a picture of them.19. LinkedIn. Your changes will not be completed until you hit the „Update‟ button. right-clicking their profile opens their Contact card. You can also provide your own. The „Update‟ button will become active upon completion. allowing you to reframe the area you‟d like to display. and enter additional contact info. you can choose from where a person‟s title and company are retrieved. If you want to unmerge a profile into two or more profiles. After clicking the remove button. which is handy if you need to paste that into a message to another friend or co-worker. If the person is already in your Outlook Contacts. LinkedIn. 5. just click the “Change” button and navigate to the photo on your computer.

or message bodies within an email.2010 13 v1. in these cases you can manually edit the number to correct it. Lastly.” action creates a new email to the person whose profile is loaded. You can also use a keyboard shortcut (Ctrl + Alt +N) for this.3/Build 10763 . This is more convenient than using the “New Message” button. When they respond. Actions The Actions Extension helps you to perform common interactions with the currently selected profile effortlessly.4. The “Email.1. Phone numbers can also be extracted from signature files. Clicking on “Share This” creates an email with this statistical information. There are some instances when Xobni cannot accurately detect the number.3.9...19. The “Schedule time with…” action extracts data from your Outlook Calendar and auto-fills an email with times that you are available throughout the day.1. 4. 5. Xobni will extract the phone number and automatically add it to their profile. you can see that person‟s ranking which is determined by the level of email activity between you and that person. Extensions Extensions enhance the Xobni user experience by providing additional profile information and interactivity. Statistics The Statistics Extension displays useful information about the currently selected person such as the number of emails sent and received. For additional configuration options. Xobni pulls schedule data from the Outlook Calendar to make sure you don‟t overbook yourself.1. go to the Xobni menu > Options > Schedule Time panel.2. The “Request phone number” action creates a new email to the person.1. It also shows a histogram of the times of day that a person has emailed you. as it auto-populates the „To:‟ field with the email address of the person you want to contact.3. asking them for their phone number. 4.3.

The „+ Add‟ button will take you to Facebook‟s „Add a Friend‟ screen using your default web browser.4.com). Xobni will display their current job title and place of employment.. Clicking on „facebook‟ in the lower right-hand corner logs you out. You can click on the “View Profile” link to open a web browser with the person‟s current public LinkedIn profile if you wish to learn more about them. If one exists.1.9.g. Clicking on „Linkedin‟ in the lower righthand corner logs you out. you can enter your login information into the extension giving you access to more profile information.19. Xobni will display the name of their company. If one exists. You can click on the “View Profile” link to open a web browser with the person‟s current Facebook profile if you wish to learn more about them. You must have a Facebook account to view this data.3. Facebook The Facebook Extension retrieves the currently selected person‟s Facebook profile. 4. If you yourself have a LinkedIn account.4.1. Hoovers The Hoovers module retrieves the currently selected person‟s company profile from Hoovers based on their email domain (e.1. If such a profile exists.5.3. xobni.3/Build 10763 . 4. and their revenue. their location and phone number. LinkedIn The LinkedIn Extension retrieves the currently selected person‟s public LinkedIn profile based on their email address. Hovering over the company summary will reveal it in its entirety. If you are already friends you can view their wall posts.3. Clicking on “View Profile” will open the company‟s Hoovers profile in your default browser. Xobni will display their general information and photos in which they appear.3. The panel also displays their number of connections from LinkedIn. 5. The „+ Add‟ button will take you to LinkedIn‟s „Add Connections‟ screen using your default web browser.2010 14 v1. their company summary.

4.3.3/Build 10763 . enter a name manually. In addition. Twitter The Twitter module allows you to view Twitter feeds. Once a Twitter name is entered it is stored in their profile.6. You have the option to either reply or retweet to any individual tweet by clicking the appropriate button that appears when you hover over a status message. and Unfollow by using the buttons at the bottom of the Extensions. If you accidentally enter the wrong Twitter name you can click on the small triangle in the lower lefthand corner of the extension. you can open the Extension Manager by going to Xobni Options in the Xobni menu.3. Please see Chapter 5 for more information on the Xobni‟s Options window. Xobni will automatically suggest Twitter names based on the name.19. you can update your Twitter status. view their Twitter Profile online. Simply select „Manage Extensions…‟ from the pull-down menu to do so. 4. Managing Extensions In addition to hiding the Extensions panel you can manage the order of and visibility of individual Extensions using Xobni‟s Extension Manager. Alternatively. or request a Twitter name via email.1. 5.7. You can also hide an extension by unchecking the box to the right of the individual extension. You can select from the suggestions. Send a Direct Message. You can change the order of an extension by selecting it and clicking the up or down arrow or simply dragged to its desired position.2010 15 v1.9.1.

19.1. 5.2010 16 v1. 4.1. Summary Tab The Summary tab summarizes all of your interactions with the currently selected profile into a single tab.1. The next five sections describe in more detail the different types of interactions that are displayed and what you can do with them.4.4.3/Build 10763 . Interactions The Interactions panel is where you will find everything you‟ve ever wanted to know and much more. Interactions are organized by type and are accessible using a simple yet elegant tabbed interface. Individual tabs can be hidden if not needed by going to the Xobni Options window.9.4.

Conversations Tab The Conversations tab displays a list of correspondences that you have had with a particular contact. The entry info will be shown at the top of the Sidebar.9. you have two search options that can be used individually or together. Messages where the contact is simply CC‟d by someone else are removed. a count of the emails the thread contains. If the conversation contains an attached file. Checking off „Direct Conversations Only‟ will remove all conversations where you are not in the “from:” or the “to:” line.4. Xobni Plus users can use complex Boolean searches using “and.3/Build 10763 . Xobni displays conversations using a “threaded” style similar to Google‟s Gmail™. You can search the topics of conversations by typing a search string at the top of the panel. Show Only Direct Conversations[PLUS]: This option will only show messages that are sent from you to the contact or from the contact to you. and the emails in the conversation are displayed below that.2010 17 v1. Clicking on the Conversations bar expands the viewable area of conversations and gives you the option to filter the results.2. there‟s a 5. The title bar also totals the number of unique conversations.4. Rightclicking on any conversation allows you to open the most recent email in that conversation. Search Full Message Bodies[PLUS]: This option expands your search to the entire contents of the email. Emails with the same topic and recipients are combined into “threads” so that you can easily follow the course of any email based discussion. Clicking on any conversation entry consisting of more than one email will bring up a new Sidebar frame showing the conversation thread. If the email thread is longer than the Sidebar can contain. Emails are grouped into “conversations” if they contain the same subject and the same set of people in the „To‟ and „CC‟ header fields. as well as an approximate time that the last email in the conversation was sent. or & not” if they so choose.1. a small paper clip icon appears to the right of the subject line. In addition.19. Each entry in the Conversations panel will show the subject line of the email thread.

even when you know the sender. You can also grab an attachment from within the panel. if there were any email attachments in that thread. We‟ve all had times when we just can‟t find a specific file in our email. you can position the pointer over the message entry to see the first few lines of the message body. or from you to them. and the „View Conversation‟ button will take you back to the previous view of the entire conversation. For example you could type “pdf” to narrow the results down to just PDF files that you sent or received. 4. or to any open folder.jpeg. such as . save the attachment. or open the email containing the attachment. If the conversation thread includes multiple people. The Files Exchanged panel fixes that by displaying the files within the Sidebar.4. Each email entry in this view can be clicked on to further reveal the entire message.1.doc. Network Tab Your network is based on the people you‟ve communicated with using Outlook. which can change the visible size of each email entry. we also show you exactly where in your folder structure this email resides. The „Open‟ button will open the original email from your Outlook folders. This is especially useful on long email threads whose detail is reduced within the thread view.19. You can use the right-click menu to open the attachment directly from within the panel.3/Build 10763 . you‟re given the option to do standard email actions such as „Reply‟ and „Forward‟. Common file extensions. these will be shown at the bottom of the Sidebar. are indicated by the icons associated with the applications used to view the attachments. they‟re listed below in a panel called „People in Conversation‟. to the desktop. Clicking on a person‟s name will load their profile into the Sidebar. 4.1. This way you can quickly find the right email that you‟re looking for. In the various email views. Xobni totals your list of contacts and displays it 5. Files Exchanged Tab The Files Exchanged tab displays all attached files that have been sent to you by the person in the profile. Clicking on the Files Exchanged bar will allow you to filter results using the text of your choice. From here. Simply right-click to open the email that contains the attachment.3. allowing you to read the original message body.2010 18 v1.detail slider. Aside from the standard email header info. in the „Files Exchanged‟ panel. making it fast and easy to find emails or attachments from that person.4. Likewise. or . and drag it to an email.9.4.

People contained within the Network panel are ranked according to how often they are included in conversations between you and the person whose profile is loaded. Xobni is focused on your perspective within Outlook. Furthermore.3/Build 10763 . 5. Clicking on an individual link will open that URL in your default web browser. Distribution lists have their own icon. and grey icons are for people you have never emailed directly. Links Tab [PLUS] The Links tab displays all the weblinks (http. you can search within the Links tab by entering a search string in the search field at the top of the panel.4.5. This helps you quickly determine whether an email came from a specific person. There is no actual communication between Xobni enabled machines and your personal data (such as your list of contacts) is never shared with anyone else. and www) that have been exchanged between you and the currently selected contact.19. which looks like a group of people rather than an individual.in the title bar. Clicking on the bar expands the network panel to the size of the entire Sidebar. 4. the Network panel does not use your computer‟s network connection.9. You can then filter the results by name. The icons in the Network panel have different colors. As always. Orange icons identify people to whom you have sent email. Simply right-click to open the email that contains the link. The „Direct Contacts Only‟ check box will eliminate contacts that have only been included in CCs or BCCs. https. Despite the name. or a mailing list that may reach multiple people.1.2010 19 v1.

4.4.6.3/Build 10763 . You can click on the appointment to reveal more information. 5. Right clicking on an appointment will open the appointment.19.2010 20 v1.1. Appointments Tab [PLUS] The Appointments tab displays all appointments past and future that have scheduled with the person in the profile.9. Clicking on the Appointments bar will allow you to filter appointments.

3/Build 10763 . then the window will appear empty.1. If you click anywhere inside the panel. Invitations & the Invite Window This panel appears after installation and allows you to invite friends to download Xobni.5.2010 21 v1. If you want to personalize the message before sending it. In the „Choose Friends‟ panel. and they‟ll be added to the list. Likewise. you can enter it in the field below. It does not indicate that there is a problem with Xobni. you can do that in the „Add a note‟ field. you can click the checkboxes on the left to select people to invite. Once you‟ve taken all these steps. that the Invite window will be disabled. The list that‟s displayed is based on your 50 most frequent contacts who also happen to be Outlook users. If you don‟t see a person‟s email address in the list. you can hit the „Send Invites‟ button to share Xobni with your friends! It is possible. 5. click „Add‟. then we‟ll only display the number detected. or Xobni may have stopped shipping invitations from our server. displaying a list of email addresses of people you communicate with.19.4. You may have run out of invitations. in some cases. If Xobni does not detect any Outlook users when we index your email.9. if we detect less than 50 contacts. You can close this panel by hitting the „X‟ button in the title bar. the Invite Window will pop open. and reopen it at any time by using the Options tab in the Xobni menu (provided that you still have invites remaining).

3/Build 10763 .9.19.9. you can reopen the slideshow by selecting „Share Fun Facts‟ from the Xobni menu.1. The “Indexing” button serves multiple purposes. Share Fun Facts The „Share Fun Facts‟ panel will appear from time to time. the Google search bar allows you to start web searches within the convenience of Outlook. and presents it in a series of slides within the Sidebar. This is the same information that appears when Xobni performs the first index after installation. 4. It shows you the freshness of your index and clicking it updates your index.8. Google Search Bar Enabled by default. The “>>” button collapses the Sidebar.4. 4. you‟ll see a few buttons which serve as shortcuts to different functions in Xobni.1.2010 22 v1. From here. Clicking on “Learn How” will take you to Xobni‟s online FAQ item for the particular problem that was detected. which is helpful when you don‟t need to immediately view Xobni data. This button is disabled if your invite count is zero. The results are then displayed in your default web browser. you can send emails to your friends and invite them to try Xobni for themselves. The “Gear” button replicates the Xobni menu from the Outlook Toolbar. Xobni combs your Outlook data for unique information about your communication relationships. The “?” button launches a web browser and loads our Support FAQ so that you can easily find answers to any issues that you may be having with Xobni.1. provided that you still have invites left to send. 4. Problem Notifier Xobni monitors your computer for common issues that may affect Outlook‟s compatibility and reliability.7.6. Shortcuts Bar Near the bottom of the Xobni Sidebar. In the case that a problem is detected the Problem Notifier panel will appear to alert you to the problem as well as suggesting a solution. 5. The “Heart” button opens the Invite Window. At anytime you wish.1.

Profile Panels: The first check box „Use Tabbed Interface‟ allows you to switch between the new tabbed Interactions panel and the classic Xobni user interface. Xobni Options Selecting „Xobni Options‟ from the Xobni menu opens a window with six tabs that contains all of Xobni‟s settings. Cc.3/Build 10763 . 5. this helps us determine which features are popular and which ones may be confusing.1. turning this on will allow Xobni to report anonymous statistics back to the mother ship about which features you use regularly. and Bcc fields [PLUS]: Xobni‟s AutoSuggest feature greatly enhances entering email addresses by suggesting email addresses from your entire mail repository as you type.9.2010 23 v1. and in turn makes Xobni a more useful tool! AutoSuggest email addresses in the To. The remaining five check boxes allow you to show/hide the respective panel/tab in the Xobni sidebar. Xobni currently supports English and German. Basically.19. 5. If you would like to change this to another language simply pick one from the pull-down menu. Uncheck this only if Xobni is adversely affecting Outlook‟s launch time.1. There is no personal data that is transmitted to us or anyone else. Please keep in mind that changing this setting does not take effect until the next time you start Outlook.5. this option allows you to temporarily disable Xobni without uninstalling. Please note that Appointments and Links are only available for Xobni Plus users. Participate in the Product Improvement Program: Enabled by default at install time. General Start Xobni when I start Outlook: Enabled by default. International: Xobni will automatically detect what language your system is using.

Show Google Search Bar: With this option checked.2. Other Settings: Show Skype for each contact:: With this option enabled. This feature does however make searching your Yahoo! Mail way simpler.2010 24 v1.9.” button brings up the Extensions Manager window. Integration Yahoo! Mail: With this option enabled your Yahoo! Mail can be indexed alongside your Outlook mail. you can now view your Yahoo! Mail in the Xobni sidebar without upgrading to a premium Yahoo! Mail account. you can begin a web search from within Outlook. phone. Here you can show and hide individual extensions as well as change the order in which they appear.5. Show Facebook details for each contact: Check this option to show Facebook information for the sender of the currently selected email in Xobni‟s Person Profile.. and SMS. Please keep in mind that you are not be able to send and receive Yahoo! mail from Outlook. Show LinkedIn details for each contact: Check this option to show LinkedIn information for the sender of the currently selected email in Xobni‟s Person Profile.. Extensions: Clicking on the “Customize. Most importantly.1.19.3/Build 10763 . you can use your Skype account to communicate with the people in your Outlook mail in various ways including chat (text or video). 5.

2010 25 v1.3/Build 10763 . which is helpful for people who need a mandatory 15 minutes (or longer!) of downtime before heading into their next meeting. Xobni‟s „Actions‟ Extension offers a „Schedule Time With. you can customize the days and times that you‟re available.5. For those who require 24 hour time formatting. Schedule Time As you may remember.. This is handled independently of your system time settings.3.19.‟ feature to easily schedule meetings with friends or co-workers. so you can easily schedule meetings with people in foreign countries without altering your system setting. This should hopefully deter coworkers from attempting to get together at 9am on a Sunday morning! There‟s also a drop-down menu for setting the minimum amount of time between your appointments. Using this tab. this is also an option in this tab..1.9. 5.

9. If the box is unchecked. Holding CTRL-Shift will combine those two modifiers. if you make changes to the settings in this panel. The folder tree will present all your email accounts and mail folders. Xobni will lose those messages and they will no longer be displayed in the Sidebar.19. then empty it. Limitations of free version: Xobni users without the Plus option will only be able to index one PST file. Folders This tab allows you to tell Xobni which folders to index or ignore. Holding Shift will select all folders within a parent folder.1.4. If the box is checked. They will however be able to choose which PST that is. Additionally. Keep in mind that if you choose to index your „Deleted Items‟ folder.3/Build 10763 . Hitting „Cancel‟ will discard your changes. you will have to wait for Xobni to completely index your mail before you will see the changes.2010 26 v1. You can force this process by selecting „Index Outlook Mail‟ from the Xobni menu. 5. Xobni will skip this folder when indexing.5. with a check box next to each of them. so you can experiment with this feature. Hold CTRL to select all folders at the same level of the folder tree. Xobni will index that folder.

Performance The Performance tab is where you configure Xobni‟s CPU and disk utilization in order to optimize Outlook‟s performance while using Xobni. or move messages to different folders.2010 27 v1. The settings slider has three positions.This setting is only recommended if you are experiencing severe performance problems.1. Only people you know will come up as a search result. This setting disables all automatic real-time indexing.This setting usually works very well when your computer is a little older and Xobni seems to be running slowly or causing Outlook to respond slowly.e. disables our third-party extensions (i.9.. You should keep these settings unless you suspect that Xobni is running slowly or causing Outlook to respond slowly.3/Build 10763 . and disables the ability to search for mail text. This means that when you get new mail. Facebook. disables Skype integration. there will be no results from your mail data.5.5. This setting disables all of our automatic real-time indexing. Default Performance . This means that when you perform a search from Xobni's top search bar. Bare Bones . 5. For Slower Computers .The “Default Performance” setting maintains all of the features and settings that are already configured for you. Xobni will wait until you have stepped away from your computer (been “idle”) for a while before indexing at all. LinkedIn and Hoovers).19. Xobni will not update its indexes right away.

Xobni will index all of your mail folders after you have been idle for a few hours.19.2010 28 v1. sometimes it may take a while for everything to become fast and responsive. you may want to tell Xobni when to schedule its index.9. 5. Pick a time when you can leave your computer on.3/Build 10763 . If you come back to the computer when this is happening. If you choose "never" then you can start an index manually by selecting "Index Outlook Mail" from the Xobni menu. but you won't generally be using it. Index Scheduling By default. The options here are rather self-explanatory.Performance Options Click the “Custom Level…” button if you need to make adjustments to Xobni‟s performance that go beyond the three levels provided by the settings slider. Because of this.

Use parenthesis to specify order of operations when needed. AutoSuggest: Save time addressing emails by having recipients‟ names suggested to as you begin to type their name. Use Boolean operators like AND. Xobni Plus The Xobni Plus tab of the Options window is where you can upgrade to the enhanced version of Xobni.3/Build 10763 . Appointments: See scheduled appointments in relation to the currently selected profile and be able to search appointments for content.19. OR. and even attachments. Search Tasks: Outlook tasks can be found within the Xobni search results Filter the Network and Conversation Lists: Filter these lists by “Direct” contacts or conversations only.6. Upgrading to PLUS Adding PLUS features to Xobni is easy and can be done at anytime. 5. By doing so you will gain the following features: Advanced Search: Search specific parts of emails like header lines. body.2010 29 v1.1. Simply go to the Xobni Menu and select “Upgrade to Xobni Plus”. No installation is required.9. and NOT. You can then immediately begin to experience the enhanced features of Xobni Plus.5. Multiple PST Support: Be able to index and search multiple PST files. A window will open where you can enter your billing information or start a free trial.

If you ever need to contact our Support Team.     5.9. The XMID is a unique number. The menu looks like this: Let‟s take a closer look:   View Sidebar: This toggles visibility of the Sidebar on and off. and indicates the revision of Xobni that you‟re using. as well as the Xobni homepage. Help: While we hope that your Xobni experience is always perfect. Product Video: This will launch the short instructional video that highlights the various features of Xobni. This window also contains clickable links to our Privacy Policy.2010 30 v1. and load the Xobni Support FAQ.6.19. End User License Agreement. specific to your system that helps us keep track of support incidents that you may have. Xobni Menu Xobni installs a drop-down menu between the “Action” and “Help” menus in Outlook. they may ask you for your build number or XMID number. If you don‟t find the answer you‟re looking for. Share Fun Facts: Selecting this will restart the slideshow that appears during the first indexing after installing Xobni. and is a good starting point for finding information. Only Xobni Plus users will have an XPID.3/Build 10763 . a program that lets you explore and visualize data about your email communication behavior. About Xobni: This window contains useful information about your Xobni version. selecting this option will launch your default web browser. This is another way to access the information presented by the „Share Fun Facts‟ panel. The FAQ has loads of answers to typical user questions. Xobni Analytics: Opens Xobni Analytics. The build number can be found in the top line of this window. you can also contact our Support Team from that page via our online troubleshooter. This video is also available at the end of the initial indexing after you first install Xobni.

2010 31 v1.3/Build 10763 . 5. especially if there are several gigabytes of email to index. Generally. you will see these additional ribbon controls. Xobni will index any Archive folders and any additional PST files attached to Outlook during this process. depending on how much email you have.19. we recommend that you use this feature when you won‟t be using Outlook for a while.9.com. Xobni does not index „Public Folders‟. You can type a search directly into this area. once this is complete. Index Outlook Mail: Select „Index Outlook Mail‟ if you wish to index all mail that is accessible within Outlook. Update Xobni One: Only subscribers to the Xobni One data management service will see this option after selecting the Log In… menu item. At this time. all data in the Sidebar should be complete and accurate. The only difference is that you will need to press return at the end of your search. However. Options: Opens the Options window where you can set your preferences.     Log In…: Opens a window so that you can log in to Xobni. Please see previous chapter for more information. Outlook 2010 Ribbon If you are using Outlook 2010. Upgrade to Xobni Plus: Select this item to upgrade to the full-featured version of Xobni. This process can take quite a while.

2010 32 v1.19. and Outlook has keyboard focus:  Focus on the Search Box: Ctrl + ~  Collapse and Expand the Sidebar: Ctrl + Shift + ~  Compose email to the currently loaded person: Ctrl + Alt + N Xobni provides the following keyboard shortcuts when the Sidebar has keyboard focus:  Go back one level from search results or navigation history: Backspace  Go back (when a filter bar is open): Ctrl + Backspace 5. Keyboard Shortcuts Xobni provides the following keyboard shortcuts whenever the Sidebar is visible.9.7. You can check your calendar to make sure you‟re available.g. and reply to the email. 8. This is useful because you may need to reference something contained in the email you were last viewing.3/Build 10763 . without having to leave the Sidebar. clicking on “Calendar” in the bottom-left). a coworker asks if you can go out to lunch between 1 and 2pm on Tuesday. Other Outlook Windows Xobni will slide over the “Last Viewed Email” frame to show the contents of the currently selected email anytime you leave the email view in Outlook (e. For example.

Rank. The data that‟s displayed for the persons In and Out mail count. 5. You can pick Day. The most obvious place where you‟ll see our Analytics at work is within the Person Profile panel. The Mail Traffic report is a graph of the number of emails you have sent and received. domain. You can view your email by person. Week.3/Build 10763 . recipient type. Go to the „Mail Traffic‟ Report. context. and action. Furthermore. you can refine the detail of the report by limiting the date range of the emails being analyzed. subject. flag. It is a display of all the aggregated data that Xobni computes from your email.2010 33 v1. Choosing Hourly. or Monthly Average from the view panel shows you the number of emails you have sent and received in respect to the time of day. The table below the graph has virtually limitless capabilities. Month. or month of the year respectively. Daily. Whether you want to see your total email volume on an annual basis. One of the most widely used features within the Analytics window is the ability to determine your own network rankings. Analytics is the place to find out. and click the „Rank‟ column in the data grid at the bottom of the window. day of the week. Select “Mail Traffic” from the list of reports in the upper left-hand corner of the Xobni Analytics window.19. This is an extremely useful feature. folder. Within each one of these view you can sort both ascending and descending by clicking on a column header. status. This should rank your network based on your email frequency with specific people. Xobni Analytics Xobni Analytics is a powerful overview of your Outlook email traffic. Let‟s take a look at one report in particular.9. In addition you can use the table as a report filter by checking of one or more rows in the “Use?” column. and Emails Received graph are all powered behind the scenes by Analytics. and Year from the View panel to change the level of detail in the graph.9. or just find out how many times your boss has emailed you today.

it is downloaded in the background.2010 34 v1.19. In addition to these data files.Don‟t let the complexity of Xobni Analytics overwhelm you.exe”. No personal data is transmitted to Xobni or any 3rd parties by Xobni Service. so there is no way to stop the Sidebar via the Task Manager.9.exe” process. This is a discreet background process that Xobni uses to detect and install updates automatically.3/Build 10763 . Xobni Data Files The Xobni application maintains its own database for the information it collects from Outlook. Xobni Service After Xobni is installed. When a new build is detected on the Xobni Server. you may notice a new entry in your Windows Task Manager called “XobniService. These files are stored locally. Once the download is complete. Instead take some time to explore its numerous features in order to explore a wealth of information hiding inside your inbox. Xobni writes error messages to log files which are useful to our Support Team if you ever run into an issue where Xobni is behaving badly. 10. 5. The data files can be found in these locations. The Xobni Sidebar runs within the “outlook.exe is launched upon startup of your computer and will run until shutdown regardless of whether or not Outlook is running. Be sure to replace "Username" with your username:   Windows XP: C:\Documents and Settings\"Username"\ Local Settings\Application Data\Xobni\”Profile Name” Windows Vista/7: C:\Users\"Username"\App Data\Local\Xobni\”Profile Name” 11. Please keep in mind that XobniService. the update to your Xobni installation will occur the next time Outlook is launched.

and Gmail are trademarks of their respective companies) 5. you can launch the Repair and Uninstall Wizard which can be found: Windows XP: Start -> Control Panel -> Add or Remove Programs -> Xobni Vista/7: Start -> Control Panel -> Programs and Features -> Xobni From here you can update Xobni if necessary. (Microsoft. Please keep in mind that administrator privileges are required to uninstall Xobni. LinkedIn.19.com/support http://www. Yahoo!. Skype.2010 35 v1. Google.3/Build 10763 . 13. thank you again for using Xobni. All rights reserved.12. or completely remove Xobni from your machine. Repair and Uninstall Options In the rare event that experiencing problems with Xobni. please visit the Xobni Support website and Community Forum: http://www.9. temporarily disable the Xobni Sidebar from loading.com/community Xobni User Manual © 2009 Xobni Corp. Hopefully you‟ve found this McLovingly hand-crafted user manual helpful! If you have any further questions. Facebook. Conclusion On behalf of the entire team.xobni. repair your data files. Hoovers.xobni.

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