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Table of Contents
1. 2. General Overview .................................................................................................... 4 Xobni System Requirements .................................................................................... 5 2.1.1. Cached Exchange Mode .............................................................................. 5 2.1.2. Using Skype with Xobni ................................................................................ 5 3. 4. Installation and Setup............................................................................................... 6 Tour of the Xobni Sidebar ........................................................................................ 7 4.1.1. Search Bar ................................................................................................... 9 4.1.2. Person Profile ............................................................................................. 12 4.1.3. Gadgets...................................................................................................... 14 4.1.4. Interactions ................................................................................................. 20 4.1.4.1. 4.1.4.2. 4.1.4.3. 4.1.4.4. 4.1.4.5. Summary Tab ....................................................................................... 20 Conversations Tab ............................................................................... 21 Files Exchanged Tab ............................................................................ 22 Network Tab ......................................................................................... 22 Links Tab [PLUS]...................................................................................... 23

4.1.5. Invitations & the Invite Window ................................................................... 25 4.1.6. Share Fun Facts ......................................................................................... 26 4.1.7. Problem Notifier .......................................................................................... 26 4.1.8. Shortcuts Bar.............................................................................................. 26 4.1.9. Partner Portal Bar ....................................................................................... 26 5. Xobni Options ........................................................................................................ 27 5.1.1. General ...................................................................................................... 27 5.1.2. Integration .................................................................................................. 28 5.1.3. Schedule Time ........................................................................................... 29 5.1.4. Folders ....................................................................................................... 30 5.1.5. Performance ............................................................................................... 31 5.1.6. Xobni Plus .................................................................................................. 33 6. 7. 8. 9. Xobni Menu ............................................................................................................ 34 Other Outlook Windows ......................................................................................... 36 Keyboard Shortcuts ............................................................................................... 36 Xobni Analytics ...................................................................................................... 37

10. Xobni Data Files..................................................................................................... 38 11. Xobni Service ......................................................................................................... 38 12. Repair and Uninstall Options.................................................................................. 39 13. Conclusion ............................................................................................................. 39

9.28.2010

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v1.9.5/Build 12341

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v1.9.5/Build 12341

5/Build 12341 . and soon to be released platforms.1. Twitter. Facebook.28.2010 4 v1. 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.9. (paid Xobni One subscription required) Creates a bridge between Outlook and online social networks and data services such as LinkedIn. BlackBerry. and Hoover‟s Indexes your personal Yahoo! mail for integrated searching Illuminates the overall flow of your email traffic via Xobni Analytics 9.

Not doing so can impede Outlook‟s ability to shutdown properly.xobni.1.28.2). if „Cached Exchange Mode‟ is disabled. 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. or 2010 (32-bit or 64-bit) Microsoft Internet Explorer 6 or higher Microsoft . please upgrade to the latest version (at least Skype 3.2010 5 v1. You will need to do this for all Skype accounts.x) 9. 2007.x) (Skype 4.2. and is a general good practice regardless of whether or not Xobni is installed.5/Build 12341 .2.9. Please launch Skype and select the menu pictured below to verify that the setting is correct.1.0 or higher (Windows XP only) Recommended minimum of 1GB RAM Recommended minimum 2GHz processor Preferred monitor resolution: 1280x1024 2.1. 2. For further information on „Cached Exchange Mode‟. Using Skype with Xobni If you are a Skype user. (Skype 3. please make sure the Skype setting „Show Outlook Contacts‟ (pictured below) is unchecked. you may experience degraded performance within Outlook.com/support. Furthermore.NET Framework 2. Cached Exchange Mode Xobni recommends that users running Microsoft Exchange accounts should enable „Cached Exchange Mode‟ when using Xobni. While this is not a required setting for use with Xobni. please visit our online Support Page at http://www.

our installer will display a warning message and automatically attempt to download this component from Microsoft. 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 will see the Xobni Sidebar load into the main Mail view on the right. After which you will be prompted for a location in which to install the application. After clicking “OK”. During the indexing you will be shown a brief informative video about some of the main features of Xobni. 9. As a result. the initial indexing often takes less than ten minutes. you will be asked to enter your 16 digit activation code from sleeve of the installer CD. Depending on how much email you have within Outlook. some of your older email might not have been indexed. If you do not currently have the Microsoft . Finally. Clicking on the “Tell…” button will create an email send that person with a link to download Xobni for themselves. indicating that Xobni has indexed enough of your email to get started.2010 6 v1.5/Build 12341 . you have the option to launch Outlook upon hitting exit. Click the “Let‟s Go” button to start using Xobni and its many powerful yet easy to use features. Then download the Xobni installer from our website. If you take a look at the Outlook menu bar. You can also change your language preference at this time should you wish to do so. From the „Setup Complete‟ screen.3. Most people leave this turned on so they can check out Xobni right away.exe‟ icon to launch the installer. Double-click the „XobniSetup. You‟ll need to be connected to the Internet during this time. You may be asked to enter a CAPTCHA the very first time you use Xobni which may be required in order to use Xobni Gadgets such as LinkedIn. Installation will begin after you agree to the Xobni End User License Agreement by clicking the “I Agree” button. 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. the application will install its components. and you‟ll be taken to the „Setup Complete‟ screen. This information can be reviewed at any time by selecting the „Share Fun Facts‟ menu item. this can take up to twenty-five minutes. Once Outlook launches. You can edit the message body of the invitation if you so desire.28.9.NET Framework installed. You can run the „Index Outlook Mail‟ command from the Xobni Menu bar to complete the full indexing. you will also see a „Xobni‟ menu. 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. Installation and Setup Installation Please make sure that you meet the system requirements listed above before you start. You will also notice that Xobni immediately begins indexing your email. you‟ll arrive at the “Ready to Rock” screen. If you have an IMAP email account or have multiple large PST files. or the installation will fail. or leave your computer on overnight.

Interactions Panel – A tabbed view of the various interactions between you and the person in the currently selected email. Invitations – This interactive panel allows you to invite your friends and coworkers to download and check out Xobni. Partner Portal Bar – Takes you to Xobni‟s Partner‟s website.com/learnmore/plus/ [PLUS] 9.28. conversations. the Mail Indexer. Invite Window.2010 7 v1. Files Exchanged. Person Profile – The person profile area displays the information of the sender of the currently selected email. Conversations – A chronological list of threaded email exchanges you‟ve had with the person in the currently displayed profile.xobni.9. Links profile. Gadgets – Various modules that display additional information or perform an action in relation to the currently displayed profile. Tour of the Xobni Sidebar The Xobni Sidebar is comprised of many components.  Search Bar – Our search gives you insanely fast results from your Outlook data. and email attachments. and Support Info. More information available at http://www. Links [PLUS]1. Xobni Plus is a premium version of Xobni. many of which are instantly updated to reflect the currently selected email. Network – This is a list of all the people you have in common with the person whose profile is currently displayed. Share Fun Facts – Another interactive panel that shows interesting information about your email relationships. Panels that appear occasionally: 1 The notation is used throughout this manual to refer to features that are only available in Xobni Plus.5/Build 12341 . The Summary tab is combination of all of these interaction types. [PLUS]    – Displays all links that have been exchanged with the currently selected [PLUS] Appointments selected profile. and Appointments [PLUS]. Xobni Plus users will enjoy creating complex searches using the advanced query builder. of people. – Displays upcoming appointments scheduled with the currently      Shortcuts Bar – This section of the Sidebar contains some useful shortcuts to the Xobni Menu. Files Exchanged – A listing of all email attachments sent between you and the currently selected profile. Interactions are organized by Conversations. Network. Problem Notifier – You will only see this panel if Xobni detects a problem in which case you will be notified of the suggested remedy.4. The Network panel is an easy way to maintain connections and keep track of who knows whom within your social network.

As you continue to click through items.2010 8 v1. A button to the right of the „Back‟ button indicates the depth of the stacking.5/Build 12341 . You can use „Back‟ to return to the last selected item.Most panels can be resized by clicking and dragging just above the title bar. You can also click on any item should you require additional detail.28. „Back‟ and „Start Over‟. can appear as you click on items within the Sidebar. All panels can be expanded to reveal more in-depth information by clicking on the title bar. Specific information on an individual item within the panel can be revealed by hovering the mouse pointer over it. Two navigation controls. you‟ll notice different panels „stacking‟ within the Sidebar.9. The „Start Over‟ button can be used to return to the profile for the currently selected email. Clicking this button will reveal/hide the stacks. Let‟s take a closer look at each of these sections and get a little more information on exactly how they work. 9.

Xobni‟s search feature identifies words that start with the letter you initially type. and refines the results as you continue typing. Xobni Plus users will see: Appointments: Appointments that you have with the People contained in the search results. a search results frame will instantly slide over. 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: 9.4.1. Search results are divided in to the following categories: People: Contacts whose first name.5/Build 12341 .28.9. Search Bar When you begin typing in the Search bar. last name.2010 9 v1.1. 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 In addition.

2010 10 v1. you can click on the magnifying glass directly to bring up the Advanced Search Builder without having to type a search string. When you start typing a new search. and between” as well as use constants such as “today. and no.5/Build 12341 . false. Folder: search any folder whose name has a word in it that matches the search string Date: Search the date the email was sent. Clicking on it will open up the “Advanced Search Builder”. you will notice that an “Advanced” button appears below. lastweek. and lastmonth. “CC:”.9. You are able to specify “before. 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. Alternatively. or tasks 9. and “BCC:” lines Body: search the body of the email Type: restrict search to mail. appointments. You can search using any of the criteria listed in the menu below. “From:”.Advanced Search Xobni Plus users have the ability to perform advanced searches. 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. yesterday.” All: search every part of the email To: search the “To:” line CC’d: search the “CC:” line With: search the “To:”.28. after. yes. thisweek. thismonth.

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”. 1) Your index may be out of date. Please update your index by select “Index Outlook Mail” from the Xobni menu 2) You order of operations may be incorrect. I would like to find all the mail I sent to Matt in the last two days.As you create search terms they are added to the search bar and the results appear immediately.9. I would like to see all emails I‟ve received with attachments prior to the 4th of July.28. 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. you may need to use parenthesis in order to get the correct result. In this case we will need to use parenthesis so that the OR takes precedence.2010 11 v1. 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.5/Build 12341 . 9. These are not case sensitive. The order of operations is parenthesis first then left to right. from:me to:matt (date:today or date:yesterday) Let‟s try one more. 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. Let‟s try a few more. Additionally you can use the operators OR and NOT. you might need to double-check your syntax from time to time. If you are using OR in your search.

a Skype logo will appear to the right of the person‟s phone number. you can view their company and position. Person Profile The Person Profile panel is updated when you select an email within Outlook‟s main Mail view. In addition. 4. Clicking on the phone number will place a voice call to that person through Skype. Clicking on the Skype logo will give you the option to call. email address(es).9.2. or send a SMS to that person.1.4. 9.2.2010 12 v1.5/Build 12341 . Here you can view their name.1. chat. You can open the editor by clicking the „Edit‟ button located in the upper righthand corner of the Person Profile panel.1. Profile Editor You can use the Profile Editor to add or modify a person‟s information that appears in Xobni. picture.28. If you have the Skype™ application installed on your computer. and phone number(s). Clicking on the photo will cycle through all of their available photos.

inside of which you can add a picture of them. allowing you to reframe the area you‟d like to display. You can also copy the contact info.5/Build 12341 . Your choices are Outlook. You can change the phone number type using the pull-down menu left of the number field.You can add or modify phone and fax information. if you have a friend that emails you from both their personal and work accounts. Your changes will not be completed until you hit the „Update‟ button. For example. and enter additional contact info. which is handy if you need to paste that into a message to another friend or co-worker. select „Update‟ to complete the unmerge. Clicking it will finalize the merge. With Xobni. This makes it easy to manage their profile and analyze mail traffic from them. Facebook. After clicking the remove button. 9. Doing so will reveal a „x‟ (remove) button. In a similar fashion. If the person is already in your Outlook Contacts. Type the email address of the profile that you would like to merge with the current profile. If the person has a Skype ID. LinkedIn. Finally. Once this is correct. hit the “OK” button. A new window will pop up. Facebook or manual entry. or Twitter. right-clicking their profile opens their Contact card. you can choose the preferred source of a person‟s picture. you can open the “Edit Profile” window.9. LinkedIn. just click the “Change” button and navigate to the photo on your computer.2010 13 v1. both addresses will be merged into a single profile. open the desired profile and hover over any non-primary email address. To add your own photo. Merging and Unmerging Contacts Xobni will automatically merge contacts that use different email addresses. you can choose from where a person‟s title and company are retrieved. Simply select a profile and open the profile editor.28. you can enter it as well. If Xobni fails to merge two profiles together you can perform this task manually. You can also provide your own. Xobni automatically retrieves the photo from Outlook‟s Contacts. If you want to unmerge a profile into two or more profiles. The „Update‟ button will become active upon completion.

9.9.3.1. Gadgets Gadgets enhance the Xobni user experience by providing additional information and interactivity. Phone numbers can also be extracted from signature files.2010 14 v1.2. Lastly.1. 4. Sidebar and Message Body. The information displayed reflects the contents of the email that you are viewing. You can learn more about the individual Gadgets that Xobni has to offer by referring to the appropriate section below. Sidebar Gadgets The Gadgets pane can be hidden by simply double-clicking on the icon for the currently active gadget. asking them for their phone number. 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. Clicking on “Share This” creates an email with this statistical information.3. you can see that person‟s ranking which is determined by the level of email activity between you and that person. The “Request phone number” action creates a new email to the person.3. Xobni Statistics The Statistics Gadget displays useful information about the currently selected person such as the number of emails sent and received. 4. This can also be accomplished by selecting “Hide Gadgets Pane” from the pulldown menu to the right of extensions.4. in these cases you can manually edit the number to correct it. or message bodies within an email.5/Build 12341 . Sidebar Gadgets display information related to the currently selected contact. There are some instances when Xobni cannot accurately detect the number. Xobni pulls schedule data from the Outlook Calendar to make sure you don‟t overbook yourself. Xobni Actions The Actions Gadget helps you to perform common interactions with the currently selected profile effortlessly. Message Body Gadgets appear at the bottom of the email window or preview pane. It also shows a histogram of the times of day that a person has emailed you.1.28. Xobni will extract the phone number and automatically add it to their profile. When they respond. For additional configuration options. This information appears in the Xobni sidebar immediately below the business card panel. go to the Xobni menu > Options > Schedule Time panel. There are two types of Gadgets.

3. You can also use a keyboard shortcut (Ctrl + Alt +N) for this. If you are already friends you can view their wall posts.The “Email. 4.com). Xobni will display the name of their company. If you yourself have a LinkedIn account.3. Clicking on „Linkedin‟ in the lower right-hand corner logs you out. as it auto-populates the „To:‟ field with the email address of the person you want to contact.2010 15 v1.28.3. Clicking on “View Profile” will open the company‟s Hoovers profile in your default browser. 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.1. LinkedIn The LinkedIn Gadget retrieves the currently selected person‟s public LinkedIn profile based on their email address. Xobni will display their current job title and place of employment. Xobni will display their general information and photos in which they appear. If such a profile exists. 9. and their revenue. Facebook The Facebook Gadget retrieves the currently selected person‟s Facebook profile. 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.1. Clicking on „facebook‟ in the lower right-hand corner logs you out. The „+ Add‟ button will take you to LinkedIn‟s „Add Connections‟ screen using your default web browser.3. you can enter your login information into the panel giving you access to more profile information. You must have a Facebook account to view this data. The panel also displays their number of connections from LinkedIn. If one exists.5. their location and phone number..g.4. This is more convenient than using the “New Message” button. Hovering over the company summary will reveal it in its entirety. The „+ Add‟ button will take you to Facebook‟s „Add a Friend‟ screen using your default web browser.5/Build 12341 .” action creates a new email to the person whose profile is loaded. xobni. 4.1.9.. Hoovers The Hoovers Gadget retrieves the currently selected person‟s company profile from Hoovers based on their email domain (e. their company summary. 4. If one exists..

If the contact is not a Xing user.3. The Workspace view does exactly the same thing but organizes those activities by workspace. view their Twitter Profile online. Recent Activity and Workspaces.1. Clicking the “Add” button will send a request to that Xing user to join your network. Once a Twitter name is entered it is stored in their profile. you can update your Twitter status.6.3. Twitter The Twitter Gadget allows you to view Twitter feeds. If an exact match cannot be found.2010 16 v1.9. Xing The Xing Gadget shows you an overview of a contact‟s Xing Profile.28. The gadget will attempt to automatically locate the corresponding Xing profile.8. 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. You can click on the small triangle in the lower left-hand corner of the gadget if you wish to remove that association. 4.3. The Recent Activity view shows all updates listed in reverse chronological order. or request a Twitter name via email. you will be provided with some suggestions. Selecting one of the suggestions will permanently associate the Xobni profile with the Xobni Profile. enter a name manually. Clicking on an activity link will open that activity using your default web browser. You can select from the suggestions. you can send them an invitation to join. The gadget has two views. Xobni will automatically suggest Twitter names based on the name. Send a Direct Message.7. you can invite them to do so by clicking the “Invite to workspace” button at the bottom of the Gadget. Huddle The Huddle Gadget shows you the Huddle information for the currently selected contact who is a member of a workspace that you belong to. 9. In addition.5/Build 12341 . and Unfollow by using the buttons at the bottom of the pane. If you accidentally enter the wrong Twitter name you can click on the small triangle in the lower left-hand corner of the pane. If a contact is not currently sharing a workspace with you.1.1. 4.4.

YouTube The YouTube Gadget will display thumbnails of YouTube videos at the bottom of the email window if someone has emailed you a YouTube link.2010 17 v1. 4.Message Body Gadgets Message Body Gadgets appear within the body of your email and will display specific types of linked information contained within your email directly within Outlook.5/Build 12341 .9. 9.1.9. Clicking on the Xobni logo in the lower left-hand corner will reveal a pulldown menu to help you manage Gadgets and their default behavior.3.28. Please read on to learn more about each individual Message body Gadget. There are three in total but there will be many more to come. Click on the thumbnail to play the video.

3. 4.1.com using your default web browser. Clicking the image will take you to that image on Flickr.9.28.2010 18 v1.3.1.4.10. Yelp The Yelp Gadget displays the rating and business information from Yelp if your email contains a link to Yelp. 9.11.5/Build 12341 . Flickr The Flickr Gadget display photos from Flickr at the bottom of the email window if someone has emailed you a link to Flickr.

Please see Chapter 5 for more information on the Xobni‟s Options window. In Xobni‟s Gadget Manager. Managing Gadgets In addition to hiding the Gadgets panel. Finally.28.2010 19 v1. you will see a list of all available gadgets and whether the gadget appears in the sidebar or within the email message. Simply select „Manage Gadgets…‟ from the pull-down menu to do so.3. Alternatively. 9. at the bottom of the window you can enable or disable all message body gadgets at once by checking/unchecking Enable Message Body Gadgets.9. you can open the Gadget Manager by selecting Options in the Xobni menu and switching to the Integration tab.1. Simply select a gadget to learn more about what it does and to see its enable status. you can enable and disable individual Gadgets using Xobni‟s Gadget Manager.5/Build 12341 .12.4.

28. The next five sections describe in more detail the different types of interactions that are displayed and what you can do with them.4. Individual tabs can be hidden if not needed by going to the Xobni Options window.4.2010 20 v1. Summary Tab The Summary tab summarizes all of your interactions with the currently selected profile into a single tab. 4. Interactions are organized by type and are accessible using a simple yet elegant tabbed interface. Interactions The Interactions panel is where you will find everything you‟ve ever wanted to know and much more.4.5/Build 12341 .9. 9.1.1.1.

2. If the email thread is longer than the Sidebar can contain.2010 21 v1. you have two search options that can be used individually or together. there‟s a 9.28. a small paper clip icon appears to the right of the subject line. and the emails in the conversation are displayed below that.4. or & not” if they so choose. Xobni Plus users can use complex Boolean searches using “and.1. The title bar also totals the number of unique conversations. Rightclicking on any conversation allows you to open the most recent email in that conversation. as well as an approximate time that the last email in the conversation was sent.9. Checking off „Direct Conversations Only‟ will remove all conversations where you are not in the “from:” or the “to:” line.4. a count of the emails the thread contains. If the conversation contains an attached file. Messages where the contact is simply CC‟d by someone else are removed. Search Full Message Bodies[PLUS]: This option expands your search to the entire contents of the email. Conversations Tab The Conversations tab displays a list of correspondences that you have had with a particular contact. You can search the topics of conversations by typing a search string at the top of the panel. The entry info will be shown at the top of the Sidebar. 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. In addition. Each entry in the Conversations panel will show the subject line of the email thread. Clicking on any conversation entry consisting of more than one email will bring up a new Sidebar frame showing the conversation thread. Emails with the same topic and recipients are combined into “threads” so that you can easily follow the course of any email based discussion. Emails are grouped into “conversations” if they contain the same subject and the same set of people in the „To‟ and „CC‟ header fields. Clicking on the Conversations bar expands the viewable area of conversations and gives you the option to filter the results. Xobni displays conversations using a “threaded” style similar to Google‟s Gmail™.5/Build 12341 .

such as .3.doc. 4.detail slider.4.9. or from you to them. even when you know the sender. The „Open‟ button will open the original email from your Outlook folders.1. or . and the „View Conversation‟ button will take you back to the previous view of the entire conversation. allowing you to read the original message body. We‟ve all had times when we just can‟t find a specific file in our email. In the various email views. Xobni totals your list of contacts and displays it in the title bar. The Files Exchanged panel fixes that by displaying the files within the Sidebar. are indicated by the icons associated with the applications used to view the attachments. You can use the right-click menu to open the attachment directly from within the panel. making it fast and easy to find emails or attachments from that person. save the attachment. Likewise. Network Tab ur network is based on the people you‟ve communicated with using Outlook.4. Simply right-click to open the email that contains the attachment. these will be shown at the bottom of the Sidebar. Clicking on a person‟s name will load their profile into the Sidebar.jpeg. to the desktop. we also show you exactly where in your folder structure this email resides. if there were any email attachments in that thread.28. For example you could type “pdf” to narrow the results down to just PDF files that you sent or received. 4. From here. or open the email containing the attachment. Common file extensions. in the „Files Exchanged‟ panel.1. they‟re listed below in a panel called „People in Conversation‟. which can change the visible size of each email entry. You can also grab an attachment from within the panel. and drag it to an email. Aside from the standard email header info. Clicking on the Files Exchanged bar will allow you to filter results using the text of your choice.2010 22 v1. Each email entry in this view can be clicked on to further reveal the entire message. Clicking on the bar expands the network panel to the size of the entire 9.5/Build 12341 . This is especially useful on long email threads whose detail is reduced within the thread view.4. you can position the pointer over the message entry to see the first few lines of the message body. This way you can quickly find the right email that you‟re looking for. or to any open folder. Files Exchanged Tab The Files Exchanged tab displays all attached files that have been sent to you by the person in the profile. If the conversation thread includes multiple people. you‟re given the option to do standard email actions such as „Reply‟ and „Forward‟.

4. The icons in the Network panel have different colors. and grey icons are for people you have never emailed directly. Clicking on an individual link will open that URL in your default web browser.1.Sidebar. Orange icons identify people to whom you have sent email. As always. the Network panel does not use your computer‟s network connection. which looks like a group of people rather than an individual. Xobni is focused on your perspective within Outlook. You can then filter the results by name. Simply right-click to open the email that contains the link. This helps you quickly determine whether an email came from a specific person. or a mailing list that may reach multiple people.5/Build 12341 . Distribution lists have their own icon. 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. Despite the name.9. you can search within the Links tab by entering a search string in the search field at the top of the panel. The „Direct Contacts Only‟ check box will eliminate contacts that have only been included in CCs or BCCs. 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 4. Furthermore.5. and www) that have been exchanged between you and the currently selected contact.28. Links Tab [PLUS] The Links tab displays all the weblinks (http.2010 23 v1. 9. https.

28.4.6.1. 9. Right clicking on an appointment will open the appointment.2010 24 v1.9. You can click on the appointment to reveal more information. Appointments Tab [PLUS] The Appointments tab displays all appointments past and future that have scheduled with the person in the profile.4.5/Build 12341 . Clicking on the Appointments bar will allow you to filter appointments.

If you want to personalize the message before sending it. The list that‟s displayed is based on your 50 most frequent contacts who also happen to be Outlook users. click „Add‟. or Xobni may have stopped shipping invitations from our server.4. displaying a list of email addresses of people you communicate with. then we‟ll only display the number detected. It does not indicate that there is a problem with Xobni. and reopen it at any time by using the Options tab in the Xobni menu (provided that you still have invites remaining).5/Build 12341 . you can enter it in the field below. you can do that in the „Add a note‟ field. the Invite Window will pop open. you can hit the „Send Invites‟ button to share Xobni with your friends! It is possible. and they‟ll be added to the list. You may have run out of invitations.9. If Xobni does not detect any Outlook users when we index your email.28. you can click the checkboxes on the left to select people to invite.1. If you click anywhere inside the panel. 9. then the window will appear empty.5. In the „Choose Friends‟ panel. You can close this panel by hitting the „X‟ button in the title bar. Once you‟ve taken all these steps. Likewise. if we detect less than 50 contacts. that the Invite window will be disabled. If you don‟t see a person‟s email address in the list.2010 25 v1. Invitations & the Invite Window This panel appears after installation and allows you to invite friends to download Xobni. in some cases.

The “Heart” button opens the Invite Window. 4.2010 26 v1. This button is disabled if your invite count is zero. Clicking on “Learn How” will take you to Xobni‟s online FAQ item for the particular problem that was detected. At anytime you wish. The particular partner will vary based on how you came to use Xobni. The “Gear” button replicates the Xobni menu from the Outlook Toolbar. you can reopen the slideshow by selecting „Share Fun Facts‟ from the Xobni menu. which is helpful when you don‟t need to immediately view Xobni data.6. provided that you still have invites left to send. and presents it in a series of slides within the Sidebar. The “Indexing” button serves multiple purposes. The “>>” button collapses the Sidebar.9.1. It shows you the freshness of your index and clicking it updates your index.1.5/Build 12341 . Share Fun Facts The „Share Fun Facts‟ panel will appear from time to time. Clicking on this bar will take you to the partner‟s website.28.9. Xobni combs your Outlook data for unique information about your communication relationships.4. 4. 4. 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. Shortcuts Bar Near the bottom of the Xobni Sidebar. Partner Portal Bar Enabled by default. you can send emails to your friends and invite them to try Xobni for themselves. This is the same information that appears when Xobni performs the first index after installation. 9.7.1. the Partner Portal Bar appears at the very bottom the Xobni Sidebar. From here. 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.8. Problem Notifier Xobni monitors your computer for common issues that may affect Outlook‟s compatibility and reliability.1. you‟ll see a few buttons which serve as shortcuts to different functions in Xobni.

5. Cc. AutoSuggest email addresses in the To. The remaining five check boxes allow you to show/hide the respective panel/tab in the Xobni sidebar.5/Build 12341 .1. Instead you will be required to press enter when you are satisfied with the query you have created. 9. Please note that Appointments and Links are only available for Xobni Plus users.28. 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. Basically.1. this option allows you to temporarily disable Xobni without uninstalling. this helps us determine which features are popular and which ones may be confusing. checking this option turns off Xobni‟s as-you-type search capability in the Xobni searchbar. Participate in the Product Improvement Program: Xobni‟s installer allows you to opt-out of this feature that allows Xobni to report anonymous statistics back to the mother ship about which features you use regularly.2010 27 v1. 5. General Start Xobni when I start Outlook: Enabled by default. Please keep in mind that changing this setting does not take effect until the next time you start Outlook. Xobni Options Selecting „Xobni Options‟ from the Xobni menu opens a window with six tabs that contains all of Xobni‟s settings. and in turn makes Xobni a more useful tool! Only start searching once I press the Enter Key: Disabled by default at install time. Uncheck this only if Xobni is adversely affecting Outlook‟s launch time. There is no personal data that is transmitted to us or anyone else. 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.9.

1. Other Settings: Show Skype for each contact:: With this option enabled. you can use your Skype account to communicate with the people in your Outlook mail in various ways including chat (text or video). you can now view your Yahoo! Mail in the Xobni sidebar without upgrading to a premium Yahoo! Mail account.. 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. phone. Gadgets: Clicking on the “Customize. Show Partner Portal Bar: With this option checked.2.5/Build 12341 . you will see a bar at the bottom of the Xobni sidebar containing a partner logo.2010 28 v1. This feature does however make searching your Yahoo! Mail way simpler. Here you can show and hide individual gadgets as well as change the order in which they appear.. Clicking on this bar will take you to that partner‟s website. 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. 5. Most importantly.9. Please keep in mind that you are not be able to send and receive Yahoo! mail from Outlook. and SMS.International: Xobni will automatically detect what language your system is using. 9.” button brings up the Gadgets Manager window.28. If you would like to change this to another language simply pick one from the pull-down menu. Integration Yahoo! Mail: With this option enabled your Yahoo! Mail can be indexed alongside your Outlook mail.

For those who require 24 hour time formatting.5. this is also an option in this tab. Using this tab..28.2010 29 v1.1.5/Build 12341 . This is handled independently of your system time settings.‟ feature to easily schedule meetings with friends or co-workers. Schedule Time As you may remember. 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. so you can easily schedule meetings with people in foreign countries without altering your system setting. Xobni‟s „Actions‟ Gadget offers a „Schedule Time With.. you can customize the days and times that you‟re available.9.3. 9. which is helpful for people who need a mandatory 15 minutes (or longer!) of downtime before heading into their next meeting.

You can force this process by selecting „Index Outlook Mail‟ from the Xobni menu.1. if you make changes to the settings in this panel.5/Build 12341 . 9. They will however be able to choose which PST that is. Xobni will index that folder.9. Hitting „Cancel‟ will discard your changes. Keep in mind that if you choose to index your „Deleted Items‟ folder. Limitations of free version: Xobni users without the Plus option will only be able to index one PST file. so you can experiment with this feature.28. Hold CTRL to select all folders at the same level of the folder tree. If the box is unchecked. Holding Shift will select all folders within a parent folder. Xobni will lose those messages and they will no longer be displayed in the Sidebar. Folders This tab allows you to tell Xobni which folders to index or ignore. then empty it.4. Additionally. The folder tree will present all your email accounts and mail folders. If the box is checked.2010 30 v1. you will have to wait for Xobni to completely index your mail before you will see the changes. with a check box next to each of them.5. Holding CTRL-Shift will combine those two modifiers. Xobni will skip this folder when indexing.

e. Bare Bones . Facebook.5. disables Xobni‟s Gadgets (i. Performance The Performance tab is where you configure Xobni‟s CPU and disk utilization in order to optimize Outlook‟s performance while using Xobni.5.1. Xobni will not update its indexes right away.. This setting disables all of our automatic real-time indexing. and disables the ability to search for mail text.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. disables Skype integration. For Slower Computers .The “Default Performance” setting maintains all of the features and settings that are already configured for you. there will be no results from your mail data.28.This setting is only recommended if you are experiencing severe performance problems. Default Performance . Xobni will wait until you have stepped away from your computer (been “idle”) for a while before indexing at all. This means that when you perform a search from Xobni's top search bar.9.5/Build 12341 . Only people you know will come up as a search result. or move messages to different folders. This means that when you get new mail. The settings slider has three positions. LinkedIn and Hoovers). This setting disables all automatic real-time indexing. You should keep these settings unless you suspect that Xobni is running slowly or causing Outlook to respond slowly. 9.2010 31 v1.

28. sometimes it may take a while for everything to become fast and responsive.2010 32 v1. 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. 9. Xobni will index all of your mail folders after you have been idle for a few hours. If you choose "never" then you can start an index manually by selecting "Index Outlook Mail" from the Xobni menu. Index Scheduling By default. you may want to tell Xobni when to schedule its index.9. Because of this. If you come back to the computer when this is happening.5/Build 12341 . but you won't generally be using it. Pick a time when you can leave your computer on.

28.1. and even attachments.6.9.5/Build 12341 . Simply go to the Xobni Menu and select “Upgrade to Xobni Plus”. Xobni Plus The Xobni Plus tab of the Options window is where you can upgrade to the enhanced version of Xobni. You can then immediately begin to experience the enhanced features of Xobni Plus. Appointments: See scheduled appointments in relation to the currently selected profile and be able to search appointments for content. OR. 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. and NOT. Use parenthesis to specify order of operations when needed.2010 33 v1.5. By doing so you will gain the following features: Advanced Search: Search specific parts of emails like header lines. body. Upgrading to PLUS Adding PLUS features to Xobni is easy and can be done at anytime. Use Boolean operators like AND. A window will open where you can enter your billing information or start a free trial. No installation is required. 9. Multiple PST Support: Be able to index and search multiple PST files. AutoSuggest: Save time addressing emails by having recipients‟ names suggested to as you begin to type their name.

you can also contact our Support Team from that page via our online troubleshooter. as well as the Xobni homepage. selecting this option will launch your default web browser.28. and indicates the revision of Xobni that you‟re using. This is another way to access the information presented by the „Share Fun Facts‟ panel. and is a good starting point for finding information.2010 34 v1. Help: While we hope that your Xobni experience is always perfect.6. The FAQ has loads of answers to typical user questions. they may ask you for your build number or XMID number. The XMID is a unique number. Xobni Menu Xobni installs a drop-down menu between the “Action” and “Help” menus in Outlook.9. specific to your system that helps us keep track of support incidents that you may have.5/Build 12341 . If you ever need to contact our Support Team. Share Fun Facts: Selecting this will restart the slideshow that appears during the first indexing after installing Xobni. The build number can be found in the top line of this window. 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. a program that lets you explore and visualize data about your email communication behavior.     9. About Xobni: This window contains useful information about your Xobni version. Xobni Analytics: Opens Xobni Analytics. End User License Agreement. The menu looks like this: Let‟s take a closer look:   View Sidebar: This toggles visibility of the Sidebar on and off. Only Xobni Plus users will have an XPID. If you don‟t find the answer you‟re looking for. This video is also available at the end of the initial indexing after you first install Xobni. and load the Xobni Support FAQ.

9. Xobni does not index „Public Folders‟. Xobni will index any Archive folders and any additional PST files attached to Outlook during this process.28. This process can take quite a while. we recommend that you use this feature when you won‟t be using Outlook for a while. once this is complete. Generally.5/Build 12341 . However.     Log In…: Opens a window so that you can log in to Xobni. especially if there are several gigabytes of email to index. Upgrade to Xobni Plus: Select this item to upgrade to the full-featured version of Xobni. you will see these additional ribbon controls. Options: Opens the Options window where you can set your preferences. depending on how much email you have. The only difference is that you will need to press return at the end of your search. Index Outlook Mail: Select „Index Outlook Mail‟ if you wish to index all mail that is accessible within Outlook. At this time. all data in the Sidebar should be complete and accurate. 9.com. Update Xobni One: Only subscribers to the Xobni One data management service will see this option after selecting the Log In… menu item. Outlook 2010 Ribbon If you are using Outlook 2010. Please see previous chapter for more information. You can type a search directly into this area.2010 35 v1.

You can check your calendar to make sure you‟re available. Keyboard Shortcuts Xobni provides the following keyboard shortcuts whenever the Sidebar is visible. 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.5/Build 12341 .28. 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 9. clicking on “Calendar” in the bottom-left). This is useful because you may need to reference something contained in the email you were last viewing.g. and reply to the email. a coworker asks if you can go out to lunch between 1 and 2pm on Tuesday. For example.2010 36 v1. without having to leave the Sidebar.7.9. 8.

Go to the „Mail Traffic‟ Report.9. status. Whether you want to see your total email volume on an annual basis. Furthermore. Choosing Hourly. 9. and Emails Received graph are all powered behind the scenes by Analytics. The data that‟s displayed for the persons In and Out mail count. you can refine the detail of the report by limiting the date range of the emails being analyzed. This should rank your network based on your email frequency with specific people. Month.28. or just find out how many times your boss has emailed you today. and click the „Rank‟ column in the data grid at the bottom of the window. Let‟s take a look at one report in particular. In addition you can use the table as a report filter by checking of one or more rows in the “Use?” column.5/Build 12341 . This is an extremely useful feature. Xobni Analytics Xobni Analytics is a powerful overview of your Outlook email traffic.2010 37 v1. context. Select “Mail Traffic” from the list of reports in the upper left-hand corner of the Xobni Analytics window.9. or month of the year respectively. Rank. Daily. The table below the graph has virtually limitless capabilities. subject. folder. Analytics is the place to find out. One of the most widely used features within the Analytics window is the ability to determine your own network rankings. day of the week. The most obvious place where you‟ll see our Analytics at work is within the Person Profile panel. You can view your email by person. recipient type. Week. and action. 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. It is a display of all the aggregated data that Xobni computes from your email. You can pick Day. and Year from the View panel to change the level of detail in the graph. flag. domain. The Mail Traffic report is a graph of the number of emails you have sent and received. Within each one of these view you can sort both ascending and descending by clicking on a column header.

exe” process. Please keep in mind that XobniService. you may notice a new entry in your Windows Task Manager called “XobniService. 10. so there is no way to stop the Sidebar via the Task Manager. The Xobni Sidebar runs within the “outlook. it is downloaded in the background. These files are stored locally.9. When a new build is detected on the Xobni Server. The data files can be found in these locations.28. This is a discreet background process that Xobni uses to detect and install updates automatically. No personal data is transmitted to Xobni or any 3rd parties by Xobni Service. 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. Xobni Service After Xobni is installed. the update to your Xobni installation will occur the next time Outlook is launched. Instead take some time to explore its numerous features in order to explore a wealth of information hiding inside your inbox.2010 38 v1. 9. 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. Xobni Data Files The Xobni application maintains its own database for the information it collects from Outlook. In addition to these data files.exe is launched upon startup of your computer and will run until shutdown regardless of whether or not Outlook is running.exe”.Don‟t let the complexity of Xobni Analytics overwhelm you.5/Build 12341 . Once the download is complete.

28. LinkedIn.xobni. All rights reserved.2010 39 v1. and Gmail are trademarks of their respective companies) 9. Xing. or completely remove Xobni from your machine.12. thank you again for using Xobni. Repair and Uninstall Options In the rare event that experiencing problems with Xobni. please visit the Xobni Support website and Community Forum: http://www.5/Build 12341 .com/community Xobni User Manual © 2009 Xobni Corp.com/support http://www. repair your data files. Twitter. Hopefully you‟ve found this McLovingly hand-crafted user manual helpful! If you have any further questions. temporarily disable the Xobni Sidebar from loading. Conclusion On behalf of the entire team.xobni. 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. Huddle. Facebook.9. 13. Flickr. Hoovers. Yahoo!. Please keep in mind that administrator privileges are required to uninstall Xobni. Skype. (Microsoft. Google.

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