Eudora Configuration and Best Practices (Windows) *DRAFT* *work in progress*

Introduction

Basic Configuration

Enhanced Authentication

Advanced Configuration

Recommended Settings

Best Practices and Miscellaneous Tips

Local vs. Server Mailboxes
Organizing Your Mail Workspace With Mailboxes
A Note About Deletion Models

Introduction

This document will cover how to configure Eudora 5.2.1 ideally and optimally for your computer. It will also provide guidelines for best practices and offer various tips, tricks, and strategies to best utilize the features of Eudora.

Basic Configuration

1. Locate the Eudora icon on your desktop.

2. Launch Eudora.

3. When the password prompt appears, click "Cancel." The Eudora menu will appear at the top of the screen.

4. Select "Options" from the Tools dropdown menu. The Options menu appears.

5. Click the "Getting Started" icon to display the settings for this option.

6. Complete the following:

• Username: Type your e-mail user name. For example, type smith.
• Mail Server: Type your mail server name using the table below. If your server isn't listed or you don't know what to enter here, check with your School, department, or LSP.

Note: If you are using an Internet Service Provider (ISP) other than Penn (for example, DCANet or Earthlink) to connect to your mail account, you will have different SMTP servers than those listed for Penn. Follow the instructions in the document "Sending E-mail: Selecting & Configuring Your SMTP Server "

• Real Name: Enter your full name. For example, type John Smith.
• SMTP Server: From the chart below, type the name of the outgoing mail server. If your server isn't listed or you don't know what to enter here, check with your School, department, or LSP.

7. Click the Checking Mail icon to display the settings for this option.

8. In the "Check for mail every" field, type 15 as the number of minutes that should elapse before Eudora checks for new mail.

9. Ensure the "Send on check" checkbox is selected.

10. Click the Incoming Mail icon to display the settings for this option.

11. Ensure that IMAP is selected as the Server Configuration.

• In the IMAP Mailbox Location Prefix field, type Mail/ (you may want to double-check with your LSP first, but this prefix should work for most Penn servers).

12. In the section marked "For new mail, download:", ensure the "Minimal headers only" radio button is selected.

13. Click the Sending Mail icon to display the settings for this option.

17. In the field entitled "Domain to add to unqualified addresses:" type upenn.edu

18. Check the "Allow authorization" box. (You may need to check with your LSP or server administrator to see whether this functionality is supported on your server, but most Penn servers are configured in this way.)

19. Make sure both "Immediate Send" and "Send on Check" are both checked.

Enhanced Authentication Steps

Steps 20-27 involve configuration which enables strong authentication (in other words, passwords are not sent in cleartext over the network). There are two main kinds of strong authentication deployed on Penn mail servers: Kerberos (PennKey), and SSL/TLS. One of the two methods is typically supported by most Penn mail servers. Your School, department, or LSP will be able to tell you which kind of authentication is supported on your mail server, and which is the recommended one to use. If, after consulting with your School, department, or LSP you are still unsure, skip to step 28.

Steps 20-23 enable Kerberos (PennKey) authentication. Proceed only after checking first with your School, department, or LSP.

20. In the left panel, scroll down and select the Kerberos icon to display the settings for this option.

21. In the Kerberos Authentication section click the On radio button.
Caution: Do not enter or change information in any of the other fields in this Options window.

22. Eudora is now enabled for Kerberos (PennKey) authentication.

23. If you are using Eudora or any Kerberized application for the first time, please refer to the documents at How to Use Your PennKey for information on how to get set up and work in a Kerberized environment.

Steps 24-27 enable SSL/TLS authentication. Proceed only after checking first with your School, department, or LSP.

24. In the left panel, scroll down and select the Checking Mail icon to display the settings for this option.

25. In the Secure Sockets When Receiving dropdown, select one of the following options. Your School, department, or LSP will be able to tell you the appropriate setting:

• If Available, STARTTLS
• Required, Alternate Port
• Required, STARTTLS

26. In the left panel, scroll down and select the Sending Mail icon to display the settings for this option.

27. In the Secure Sockets When Sending dropdown, select one of the following options Your School, department, or LSP will be able to tell you the appropriate setting:

• If Available, STARTTLS
• Required, Alternate Port
• Required, STARTTLS

28. Click "OK" to save the settings entered thus far.

29. From the Tools menu, select Directory Services. The Directory Services menu appears.

30. Under the Protocols section, hilight LDAP and click the "New Database..." button.

31. In the field entitled "Type the name by which you would like to refer to this server," type Penn Directory.

32. Under Server Information section, type directory.upenn.edu in the "Host Name:" field.

33. Click "Search Options" tab.

34 In the field "Search Base" type the following exactly as shown: ou=People, o=upenn.edu

35. In the field "Word-wise Search Filter:" type the following, exactly as shown: (cn=*^0*)

36. Click OK to close the Directory Services Window.

You have successfully completed basic configuration for Eudora. Please consult the next section, Advanced Configuration, for further settings to optimize your Eudora user experience.

Advanced Configuration

You can configure Eudora with additional settings to optimize your user experience. Select "Settings" from the Special dropdown menu to display the Settings dialog box.

Recommended Settings

• In the Mood Watch section, uncheck the Enable Mood Watch checkbox to disable this feature
• In the Styled Text section, check the "Send plain text mail only" radio button. Plain text is compatible with the majority of e-mail systems.
• In the Styled Text section, uncheck all boxes in the "When receiving styled mail, pay attention to: section.
• In the Viewing Mail section, for Preview Pane, set the "Mark and read after __ seconds" to 0 (zero).

Best Practices and Miscellaneous Tips

Local vs. Server Mailboxes

There is one basic concept to know about using Eudora in an IMAP configuration. Whereas in a POP configuration, all mail is downloaded to your hard drive, IMAP allows you to work with local mailboxes on your hard drive and server mailboxes.

From the Windows menu, select Mailboxes to visually see the way Eudora distinguishes between local and server mail.

The items in the top portion of the hierarchy are your local mailboxes on your hard drive. In the example above, the local mail hierarchy is named Eudora.

The items in the lower portion of the hierarchy (below <Dominant>) are mailboxes located on your mail server. For Eudora 5.2.1, the main server mail hierarchy is always called <Dominant>.

You can create new mailboxes to move existing mail messages, to better organize your mail. You can create new mailboxes both locally on your hard drive, and on the server.

• To create a local mailbox, choose New... from the Mailbox menu. Provide a name for your mailbox in the dialogue box.
• To create a server mailbox, first select the Mailbox menu, then navigate to <Dominant> and choose New... from the hierarchical dropdown menu. Enter a mailbox name in the dialogue box. This creates a new mailbox on the server.

Organizing Your Mail Workspace With Mailboxes

Don't let thousands of messages pile up in your Inbox. Create local mailboxes for messages meant to be filed away and archived on your hard drive. Create server mailboxes for mail that you think you will be using in the short term. Then, move the messages accordingly.

1. Hilight one or more messages you wish to move.

2. Use the Transfer menu to move the messages.

• To move the messages to a local mailbox, select the local mailbox which appears immediately under the Transfer option (top level).
• To move messages to a server mailbox, navigate to <Dominant> and then select the server mailbox from the choices in the hierarchical dropdown menu.

A Note About Deletion Models

In an IMAP configuration, mail may be deleted from the server in one of two ways:

• Server Trash: An actual Trash mailbox is defined on the server, and emptied periodically to delete unwanted mail
• Mark and Purge: Unwanted messages are first "marked" for deletion, and then a separate Purge command is issued to delete all marked messages. Many webmail systems use a mark and purge deletion model.

Eudora 5.2.1 for Windows works ideally with the mark and purge deletion model. This is unlike the Mac OS version of Eudora 5.2.1, which is optimized for the server trash model. The difference is due to the slightly different implementation of the deletion features on the two platforms; in testing, the mark and purge model was found to be the most suitable for Eudora for Windows.

1. To delete a message, first hilight it, then mark it to be deleted by pressing the Delete key or choose the Delete command from the Message menu.

2. A red X is placed in the server status column for the affected message. This signifies that the message is marked for deletion.

3. To actually delete the message, click the toolbar's Purge Message button–this icon resembles a broom. You can also select the Purge Messages command from the Message menu.

More information about the deletion models may be found in the document, <Migration>.