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    MailTags 2.0

    indev Software inc.web http://www.indev.ca

    email mailto: [email protected]

    dd meaning to your messages

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    MailTags 2.0 Users Guide Page 2

    Introduction

    Thank you for using MailTags 2.0.

    MailTags 2.0 is the premium enhancement for ApplesMail 2.1 in OS X 10.4 (Tiger). MailTags lets you takecontrol of your messages by tagging them with metadatathat is meaningful to your organizational system,including keywords, projects, deadlines, notes and more.Once messages are tagged, they can be located viaMails built-in Smart Mailboxes and search technologies.MailTags also extends Mails Applescript ability andintegrates with numerous other organizationalapplications such as DevonThink Pro Office, and iGTD.

    System RequirementsMailtags 2.0 is compatible with both Intel and PPC Macsrunning OS X 10.4.8 or later. MailTags 2.0 requires thatSpotlight be enabled and set to index mail (this is thedefault setting for Spotlight).

    Purchasing MailTags 2.0

    MailTags 2.0 is distributed as time-limited trialware. For

    continued use, a registration code is required. You arefree to test MailTags for 21 days with no limitations.Following this trial period, existing tags can be viewedand searched, but not created, edited, or deleted.Purchasing a MailTags registration code, however, willreactivate all of its features.

    For large volume, institutional, non-profit and educationalpurchases, please contact us at [email protected].

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    MailTags 2.0 Users Guide Page 3

    Installation and Configuration

    The MailTags installer will configure Mail for using thirdparty plug-ins (if not already so configured) and installthe MailTags.mailbundle in ~/Library/Mail/Bundles andthe MailTags Spotlight plugin in ~/Library/Spotlight.

    MailTags Configuration

    MailTags is configured to work with locally storedmessages, such as those in POP mailboxes and localmailboxes, with no additional configuration.

    IMAP Accounts

    In order to use Mailtags with messages stored on IMAPservers, each IMAP account must be configured tolocally cache mail messages. To do this, open Mailspreferences, choose Accounts, then select theAdvanced tab. Set the following option to:

    Without this setting, MailTags will neither be able tosearch IMAP messages for keywords and other tags, norfind those messages from this account in MailTags-

    based Smart Mailboxes.

    Spotllght

    MailTags makes use of Tigers Spotlight engine to indexand find tags. To get full functionality from MailTags,make sure that Spotlight is turned on in OS X SystemPreferences so files are indexed in the Library directoryof your home folder. If Spotlight is turned off, MailTagsdata can be stored and read, but Smart Mailboxes andad hoc finds will not work.

    For first-time users, a number of suggested keywords

    and projects have been preconfigured.

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    MailTags 2.0 Users Guide Page 4

    Uninstalling Mailtags

    If MailTags does not meet your needs, an uninstaller isincluded on the disk image. We recommend deleting oraltering all the MailTags smart mailboxes and rulescreated prior to the uninstall, as they may haveunexpected results once MailTags is no longer installed.Any tagged data set in MailTags will be preserved untileither mailboxes are rebuilt or messages are moved.Any data saved to IMAP message Headers will bepreserved after uninstalling.

    To manually uninstall MailTags, remove theMailTags.mailbundle file located in/Users/yourUserName/Library/Mail/Bundle folder. Also,remove the MailTags.mdimporter file located in/Users/yourUserName/Library/Spotlight folder.

    Getting Started with MailTags

    The MailTags interface is designed to be inconspicuous,providing the ability to view and edit message tags whenneeded, and to be hidden when not needed.

    MailTags adds a small tag icon to the top right cornerof each message view. When a message has tags, theinterior of this tag will appear dark blue. When a

    message has no tags, it will appear light grey-blue.

    Clicking on this tag will show and hide the MailTagspanel. (See the next section for more informationabout the Tags Panel.) Alternatively, the tag panelcan be shown or hidden via the View menu (View >Show MailTags Panel). A MailTags button can alsobe added to Mails toolbar by control-clicking thetoolbar and selecting Customize Toolbar

    The Tag icon in the

    message view

    MailTags actions in themessage contextual menu

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    MailTags 2.0 Users Guide Page 5

    Tagging Your Messages

    The MailTags panel is the main interface for setting andreading tags associated with messages. To access thispanel, click on the MailTags icon in the top right of themessage window or select Show Mail Tags Panel fromthe View menu.

    Messages can also be tagged via the Mails Messagemenu or by the contextual menu (control-click onmessages).

    The panel is organized into four sections: Tags,Deadline, To Dos and Events, and Notes. The disclosurearrow on the left side of each section header reveals or

    hides that section. If MailTagsinformation is obstructed,simply close some sections to show tags in other

    sections. Use MailTags preferences to set whichsections are shown by default (see page 16).

    Tags Section Flag Checkbox

    The Flag checkbox provides an additional way of settingMails built-in message flag. This is included to centralizeall ways of tagging or flagging messages for lateractions.

    KeywordsSingle or multiple keywords can be added to a message.To add a keyword to the current message, type it into thetoken field. Keywords will auto complete after two letterswith suggestions from the preferred keywords list, whichis set and stored in both the MailTags Keywords paneland in MailTags preferences. Separate keywords with acomma. Editing, adding, or deleting keywords can all beaccomplished by control-clicking (right-clicking) thekeyword token that appears in the Keywords field (see@followup in image to the right). Control-click anykeyword to see a menu of existing options.

    Alternately, select a keyword from the list of preferredkeywords by clicking the down arrow to the right of thetoken field. Keywords listed in italics indicate keywordsthat are not in the preferred list.

    ProjectMessages can be assigned a project. The list in thepopup menu represents the preferred projects createdand found in MailTags preferences. To set a project thatis not in the preferred projects, select Other and typethe desired project in the dialog box.

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    MailTags 2.0 Users Guide Page 6

    Deadline section

    The Deadline section is used to set simple messagedeadline dates and priorities. Smart mailboxes can alsobe created based on these deadlines and priorities.

    Deadlines set here are not associated with iCal to dos orevents but provide a simple reminder that this messagerequires action by a certain date. These deadlines do nothave alarms. A smart mailbox based on deadlines workswell as a tickler mailbox. See the section on SmartMailboxes for more details.

    To set a deadline date, click the checkbox to the left ofthe date and set the date, or click on the calendar buttonto the right of the date. Set the priority of the message inthe pop up. Only a messages author can assigndeadline priorities. A recipient cannot change thispriority.

    To Dos and Events Section

    While a message might only have a single deadline, itcan have multiple to dos and events. These items arelinked to iCal and can have alarms. Add new to dos andevents by clicking the appropriate buttons within thissection. Edit to dos and events by clicking on them

    directly, or by clicking on the action button thatappears to the right of each items name. Clicking thisbutton also reveals a View To Do in iCal option.

    New Event items are created automatically in iCal viaAppleEvents. If ICal is not open, MailTags will open iCalto set this data. Additionally, if an item is altered in iCal,MailTags will update its data every time the relatedmessage is opened.

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    MailTags 2.0 Users Guide Page 7

    Editing iCal items is done in popup HUDs (Heads UpDisplays). Most iCal data can be set within these HUDs.Currently, in MailTags 2.0, only Message and Soundalarms or recurring dates for events alarms can be set.View the item in iCal to edit this data. MailTags willrespect and preserve these changes.

    Close HUD windows either with the escape key or withthe close button in the top left corner. Any changes willbe automatically saved and synchronized with iCal.

    Notes Section

    The notes field assigns arbitrary notes to a message.Entire message searches and smart mailbox criteriaincludes notes content or data.

    Show as Subject Check BoxThis check box displays the contents of the notes as thesubject of the message, allowing alternate email subjectlines. Such subject lines are displayed in list view in italictext to clearly indicate that this is an alternate subject.Also, although alternate subject lines can be displayedthis way, Mail will not search these alternate subjects ina subject based find.

    Other actions

    IMAP SaveBy default tags will be saved to the IMAPserver for IMAP messages. Turn this defaultoff or set a message size limit in MailTagspreferences. If an IMAP message has tagsthat have not been saved to the server, theIMAP Save button will appear in the bottom section.

    Clear All

    The Clear All button will delete all the message tags anddelete any linked to dos and events in iCal.

    Register MailTagsWhile MailTags is unregistered, the purchase buttonappears at the bottom of the MailTags panel.

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    MailTags 2.0 Users Guide Page 8

    Tagging Outgoing Messages

    Tags can be set on outgoing messages both for thesenders reference and as pre-sets for the recipient of amessage if they also have MailTags installed.

    When composing a message, the MailTags panelincludes two additional controls: the Tag Original buttonand the Include in sent mail check box.

    The Tag Original option will be available if the currentmessage is a reply or forwarded message. Thisbutton will apply chosen tags to the original message.When the Include in sent mail option is selected, thetags will be saved in the X-MailTags header of theoutgoing message so that the recipient has access toyour tags. When the recipient views the message, thetag panel will show a confirmation in the tag panelasking them to accept or reject the proposed tags.

    Tagging using MailTags Menus

    Tags can also be set via contextual menus and theMailTags submenu in the Mails Message menu.These menus are particularly useful for tagging morethan one message with the same tags.

    Tag Message

    This action will display the Tag panel with the

    Keyword token field in focus.

    Add MailTags Keywords >

    Setting tags via this menu item will add the chosenkeyword to the selected message or messages. If aselected keyword already exists for the message(s), it isnot added a second time.

    Remove MailTags Keywords >

    Setting tags via this menu item will remove the chosenkeyword from the selected message(s). If a selectedkeyword does not exist for the message, it will ignore therequest for that keyword. Choose All Keywords to clear

    all the keywords from the message(s)

    Set MailTags Keywords

    This item displays a dialog to add or remove multiplekeywords in one step. Alternatively, this menu item canbe used to rename existing keywords.

    Set MailTags Project >

    This menu sets the project for the selected messages.

    Set MailTags Priority >

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    MailTags 2.0 Users Guide Page 9

    This menu sets the priority for the selected messages.

    Set MailTags Deadline

    This item displays a dialog for setting a deadline for themessage. Use the first tab to turn off the deadline or setit to a specific date. Use the second tab to move thedeadline of the selected message ahead or back by anumber of days.

    Set MailTags Note

    This item displays a dialog for adding a note to theselected message. Use the placement menu to place thenotes text before or after a messages existing notes, orto replace an existing note altogether.

    Clear All MailTags

    This menu item will clear all the tags from the message.If the message has linked iCal items, it will delete thoseitems as well.

    Copy / Paste MailTags (Edit Menu)

    These items will make a copy of all the tags within thecurrent message and paste them to a different message.The copy will not affect current items on the clipboard.

    Copy Message URL (Edit Menu)

    MailTags provides the extra convenience of referring tomail messages by creating a message:// url schema.When this menu item is selected, the messages id (fromthe message-id header) is copied to the clipboard andcan be pasted into other applications. Many applicationswill recognize this as a url that can be requested,

    prompting Mail to open the corresponding message.

    Show/Hide MailTags Panel (View Menu)

    This menu item provides an alternate way of showingand hiding the tags panel.

    Tagging by using MailTags Rule Actions

    Tags can also be set as result of rule actions. See thesection on MailTags Rules for more information.

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    MailTags 2.0 Users Guide Page 10

    Finding Your Tagged Messages

    Having message tags is limited if there is no way to

    search and find the messages with this tagged data.There are several ways of viewing tags and findingmessages with specific tags. The first is to activate theMailTags columns and colors in Mails list view and tovisually scan for tags. The second is by using MailsSearch field to narrow or limit a search to only tags. Thelast is to create Smart Mailboxes based on MailTagscriteria. This section will explain these three ways offinding tagged messages.

    List View

    MailTags adds extra columns to Mails list view in themessage viewer. Activate these columns via theColumns submenu of the View menu to see your tagdata. Alternatively, MailTags columns can be displayedor hidden by control-clicking the column headers.

    Reposition columns by dragging the column headers.And, sort by MailTags columns by clicking on therespective column headers.

    MailTags Column

    The Mailtags column displays a blue tag icon whenmessages have tagged data. The icon turns red

    when the tag data for IMAP messages has not beensaved to the IMAP server. Control clicking the messageand selecting Save Tags To IMAP or clicking the IMAPSave button in the MailTags panel will save these tagsto the server.

    Keyword Column

    All the keywords will be displayed in this column in acomma-separated list.

    Deadline Column

    The displayed deadline is the earliest valid or incompletedue date for the message. For example, if a messagehas three to dos, with the f irst having a due date of June1, the second a due date of May 30, and the third a duedate of May 25, then May 25 will be displayed. When

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    MailTags 2.0 Users Guide Page 11

    this third task is marked complete, then May 30 will bedisplayed.

    Status Column

    MailTags also adds a contextual menu to the statuscolumn (the column showing unread, reply andforwarded status). When clicking this column with the ctrlkey down (or right clicking), you will be able to view thereply or the originating messages if this is a reply. Theoriginating message is the message you sent and yourcorrespondent replied to.

    Thread Headers

    When you have View Message threads turned on, theThread Header message will show all projects andkeywords for all messages in the thread. For Deadline, itwill show the earliest valid and incomplete due date forall messages in the thread.

    Colors in List View

    Colors provide an immediate way to draw your attentionto important items. MailTags extends the way thatmessages can be colored in mail by associating colorswith various tags. Unlike Mails message colors, thesecolors are dynamic: change a tags color, and the colorof any associated message will also change. Colors andtheir importance are set in MailTags preferences.

    Project Colors

    Each project can be assigned a color. This color is usedwhen messages are tagged with the projects name.

    Priority ColorsEach level of priority is assigned with a different color.

    Due Date Colors

    The Due Date colors are time dependent. As the duedate approaches, the color will gradually darken to thecolor set in MailTags preferences. For example, if thedue date color is vibrant yellow, the message will appearpale yellow three days prior, medium yellow two daysprior, saturated yellow the day before, and vibrant theday of. If the due date is past, the past due color is used.

    Color Priority

    With several determiners of color, it is necessary tospecify what actual color is used. The Color Prioritypreference controls this. Drag the color source to theorder of priority. The color source at the top gets highestpriority. For example, if the color priority is Due Date,Project, Priority and Message color, then the Projectcolor will only be used if a Due Date color does notapply.

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    MailTags 2.0 Users Guide Page 12

    SearchesMailTags augments Mails built in search functions andSmart Mailboxes to provide fast, easy ways of accessingall of your tagged email. When searching for a term inthe Mail Search field, Mail will add a search bar to help

    narrow the search. With MailTags installed, this searchbar will now have four extra options: Dialog, Keywords,Project, and Notes. Dialog is a quick way to see dialogs(To and From) with a specific person or email, similar toGMails Conversation feature. The remaining threeitems (Keywords, Project, and Notes) will search theindicated tag field for the search term. Additionally, theEntire Message option adds keywords, projects, andnotes tags as search criteria.

    Boolean Searches

    MailTags also extends the search field to handle simple,logical searches for keywords and projects. If keywordsare separated with the & (AND) operator, Mail will findthose messages with both keywords. If keywords andprojects are separated with the | (OR) operator, Mail willfind those messages tagged with either.

    MailTags currently does not provide ad hoc searches fordue date, priority or iCal items.

    Smart Mailboxes

    Smart Mailboxes add significant power to Mail 2.1 fororganizing messages in flexible ways. MailTags 2.0 addseven more power to Smart Mailboxes by includingMailTags data as criteria for finding messages. Byconfiguring Smart Mailboxes with both Any and All

    logic, Mails built-in criteria are combined with MailTags

    criteria.

    MailTags Keywords, MailTags Project

    This criterion will find messages that contain, do notcontain, are equal to, or not equal to particular keywordsor project. For example, you can create a mailbox thatlists all the messages that have been tagged with the@followup keyword.

    MailTags Priority

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    MailTags 2.0 Users Guide Page 13

    This criterion will show messages equal to, not equal to,less than or greater than a particular priority.

    MailTags DeadlineThe MailTags Deadline criterion is useful for creatingtickler mailboxes, which contain messages that need tobe handled by a specific date.

    Qualifiers include within __ days showing messagesbetween today and a specified number of days into thefuture. A second useful qualifier is past due, showingall messages whose Deadlines are prior to today.MailTags will search the deadline date tag and all thedue dates of iCal items in determining which messagesto include. If, for example, a message has three iCal todos, and only one of the to dos has a due date in thespecified time, the message will appear in the smartmailbox.

    For due dates in iCal To Do items, MailTags will includethe message even if all the to dos have been marked ascompleted. Use this criterion in combination with the ToDo is Incomplete criterion to find messages that haveboth incomplete tasks and a due date.

    MailTags NoteThis criterion will find messages with notes that includeor do not include the phrase or word entered into theMailTags Note rule field.

    Message Has To Do

    Message Has No To Do

    To Do is IncompleteTo Do is Complete

    These four criteria will find messages based on thestatus of associated To Do items. If a message hasmultiple To Do items, MailTags determinescompleteness according to the maximum inclusionprinciple. That is, it will include the message if any ToDos are incomplete in the first case and if all to dos arecomplete in the second.

    Note: MailTags To Do items are synchronized with iCalwhen messages are viewed. If To Do items are changedin iCal, messages found by Smart Mailboxes will reflect

    the older status until the message is viewed in Mail.

    IMAP Tags are/are not saved to server.

    This criterion is useful if tags are not automatically savedto the server (a default in the preferences) Set IMAPTags to are not saved to server to create a smartmailbox of messages that need to be saved if these tagsare to be available to other MailTags clients.

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    MailTags 2.0 Users Guide Page 14

    MailTags and Mail Rules

    MailTags extends Mails built in rule criteria and actions.Tags can be added automatically upon receivingmessages or can be managed using indevs Mail Act-onplug in. Most of MailTags metadata can be set or alteredusing the following MailTags actions. iCal Events and ToDos, however, cannot be automatically set due to theircomplexity. Though most of the actions are self-explanatory, the following details are provided.

    The Clear All MailTags action will remove all existingtags from the message. If the message has iCal To Doitems or events, this action will both remove these fromthe message, and delete these items from iCal.

    The Set MailTags Keyword action will add or removethe specified keyword from a messages keywords list. Ifthe keyword does not exist in the list, removing it willhave no effect. The Clear All MailTags Keywordsaction will only remove all keywords from the messagebut will not remove any other tags.

    The Set MailTags Project and Set MailTags Priorityactions will set the respective tag to the value selected.

    The Set Deadline action will turn off a deadline or set itto a specific date. The Adjust Deadline action will movea deadline relative to an existing deadline or relative to

    today. If a message does not have a deadline, thisaction will have no effect.

    The Set MailTags Notes action will append, prepend orreplace the current note for a message with the text ofthe action. Additionally, the action will replace alloccurrences of the string $date with the current date.

    The Accept Tags in Headers/Reject Tags in Headersactions will automatically accept or reject proposed tagsthat a sender might have included in the message. Thisaction can increase efficiency when sharing tags within asmall workgroup that uses MailTags.

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    MailTags 2.0 Users Guide Page 15

    MailTags Preferences

    MailTags adds an extra preference panel to Mailspreferences in which the default behaviors are set. Toaccess this, open Mails preferences and MailTagspreferences will appear on the right in the list ofpreferences at the top.

    If MailTags preferences are not visible, click the >>image that indicates there are more preferences andselect MailTags.

    Use the Register tab to check the MailTags versionnumber and to register MailTags.

    After purchasing MailTags from our online Kagi Store,you will receive an email with the e-mail used to registerMailTags and your registration code. Enter thisinformation in the fields provided and click the registerbutton. If there are any problems with your registrationinformation, email us at [email protected].

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    MailTags 2.0 Users Guide Page 16

    Defaults related to the MailTags interface are found inthe Panel Tab.

    The Show/Hide Tags Panel options set defaults for the

    visibility of the MailTags panel. If Show is automatic, thepanel will reveal itself if there are any tags present. IfHide is automatic, the panel will hide itself when thereare no tags present.

    If the Show MailTags Icon in message window optionis off, the tag will not appear in the upper right of themessage. You can still show and hide the panel byusing the Show MailTags Panel item in the View menuor using the Show MailTags in the toolbar (customizetool bar to add this to the toolbar)

    The Always expand options allow you to select which ofthe sections in the tags panel will be open when youview tags. If a second has a set tag, it will be displayedregardless of these settings.

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    MailTags 2.0 Users Guide Page 17

    Defaults related to how to handle tags on incoming andoutgoing messages are found in the Messages tab.

    Copy tags from originating message when receiving

    replies.

    When this option is selected, MailTags will look for anIn-Reply-To: header on incoming mail. If it finds one, itwill look for that originating message in your Mail Library.If the originating message exists and it has tags (project,keyword, priority, or notes) it will add those tags to theincoming message before processing rules. Note that itwill not use these newly adopted tags in determiningwhether a rule should be processed on the message.

    The Outgoing Messages option determines defaultsettings when composing new messages.

    Re-index Tags

    If smart mailboxes do not include expected messagesthat have been tagged, these messages might not havebeen indexed. Click this button to re-index all MailTagsdata with Spotlight. If this does not resolve this issue,consult the troubleshooting section of this manual.

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    MailTags 2.0 Users Guide Page 18

    The IMAP tab controls settings related to how tags aresaved to IMAP servers.

    The IMAP Client Name is a label assigned for each

    computer that shares one or more IMAP accounts. Thisname is used to keep track of which computer has seenthe tags on an IMAP message. This label should beunique on each computer.

    The Automatically save tags to IMAP server setting isby default on. On slow or intermittent IMAP connections,MailTags may experience performance issues and otherdifficulties when saving tagged messages to the server.Messages that have not been saved to the server willhave their tags saved with the cached messages on thecomputer, but these tags will not be available to othercomputers that share the IMAP account. Additionally,

    these messages will display the IMAP Save buttonwithin the MailTags Panel and be identified in the listview with a red tag icon when the MailTags column isdisplayed.

    The Store tag data as clear text header setting willsave the tag data as human readable JSON (JavascriptObject Notation) string for the X-MailTags header.Additionally, keywords and projects will be stored in X-keywords and X-Projects headers. This can improveinteroperability between MailTags and other Mail Clients.

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    MailTags 2.0 Users Guide Page 19

    The Keywords and Projects tab allows themanagement of keywords and projects.

    Keywords and projects can be added, removed,renamed, and reordered. To rename, simply double clickon the keyword or project name to highlight it, then typethe new name. To reorder, drag the keyword or projectinto the desired position.

    Changing the color associated with projects willautomatically change the colors of the messages taggedwith the project name.

    Removing or renaming keywords and projects in theselists will not affect messages already tagged. To changetags on existing messages, find those messages,

    remove the old tag and add the new tag using either thecontextual menu in list view or the MailTags panel.

    Additionally, keywords and tags can be imported andexported for backup or to transfer to a differentcomputer.

    When the Automatically add new keywords to preferredlist option selected, new keywords not on the list will beadded when they are entered in the keyword field on theMailTags panel.

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    MailTags 2.0 Users Guide Page 20

    The Color tab controls the colors a message will have inthe list view.

    Color Priority determines which tag controls the color ofthe message in list view. The tags at the top of the list

    are considered more important than the tags belowthem. Using the example in the screenshot above, ifDueDate (deadlines and To Do due dates) is set and thecolor is not white, then it is used first. If DueDate is notset, then MailTags checks Priority, then Message Color(as set by the color picker or rule), and, finally, Project todetermine which color is assigned.

    The Due Date colors indicate the color for a messagewhen due today or when past due. As the messageapproaches the due date, it will gradually change colorover four days and end at the chosen color.

    The Calendar tab controls how MailTags interacts withiCal for synchronizing To Do and Event items.

    In order for MailTags to send items to iCal or to updatechanges from iCal, iCal must be open and running.

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    Accessing MailTags via AppleScript

    MailTags also extends Mails Applescript ability, allowingMailTags data to be retrieved and set from otherapplications.

    When creating an applescript, the using terms fromapplication MailTagsScriptingSupport block mustbe added to the code.

    For example, the following script will retrieve thekeywords for the first 20 messages from the inbox of myfirst account.

    tellapplication "Mail"activate

    using terms fromapplication "MailTagsScriptingSupport"

    keywordsofmessages 1 thru 20 ofmailbox "inbox" ofaccount 1endusing terms from

    endtell

    MailTagsScriptingSupport is a helper application thataugments the dictionary for Mail. MailTags will start thisapplication when Mail launches and quit it when Mailquits.

    MailTagsScripting support adds the following terms toMail Applescript abilities.

    Keywords (List)Project (Unicode Text)Priority (Integer)Due Date (Date)Note (Unicode Text)iCal events (List, R/O)Returns a list of the UUIDs of the events in iCal.

    ICal todos (List, R/O)Returns a list of the UUIDs of the to dos in iCal.

    Note, any MailTags data added to IMAP messages willupdate with the server immediately. Because updating amessage replaces the original message with a new one,

    the same message reference cannot be used for futureactions. To work around this, retrieve the message id viaapple script, make the changes and then retrieve thenew message by getting the message which matchesthe message id.

    To update multiple tags, retrieve the properties of arecord, make the changes to this record, and then setthe properties of the message to the altered record.

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    Frequently Asked Questions

    Is my data safe in MailTags 2.0?

    indev takes data integrity very seriously. MailTags hasundergone extended beta period to ensure that it isreliable and stable. Data in MailTags is stored in eachmessages cache file. IMAP messages also store data inthe headers of each message. As with any valuabledata, make and maintain regular backups.

    What happens when Mail rebuilds a mailbox?

    MailTags will read the data prior to the rebuild and thenwrite the data back to the new cache files whilerebuilding a mailbox. The tag data is preserved duringthis process.

    Will MailTags 2.0 work on my IMAP server?

    MailTags has been tested on numerous IMAP servers,including Dovecot servers, Eudora Internet Mail Servers,Courier IMAP servers, MS Exchange servers andFirstClass IMAP servers. To the best of our knowledge,MailTags works with all IMAP servers, even those thatdo not support IMAP permanent flags.

    How do MailTags 2.0 differ from IMAP permanent

    flags?

    Many IMAP servers have the ability to apply keywords(or flags) to messages. These flags work differently thanMailTags in several ways. First and foremost, MailTagswill write its data to the headers of the message. While

    this involves more interaction with the server, indevbelieves that most messages are small enough andmost connections with IMAP servers are fast enough tominimize performance issues. By having data in theheaders, MailTags can store and organize data muchbetter, separating keywords from projects, allowing fordates, notes and keywords that include Unicode text.

    Will my Smart Mailboxes work even though I may

    have tagged my message on another computer?

    When Mail opens a Mailbox on the IMAP server, it willcheck to see if there are any tag updates to messages.If there are updates, MailTags will download the new

    version of the message and index the data withSpotlight. Once this is done, MailTags will be able to findthe message in searches and smart mailboxes.

    Is MailTags 2.0 compatible with other Mail.app

    Plugins?

    MailTags should be compatible with most other Mailplugins. Compatibility problems, however, might arise. Ifyou think there is a problem between MailTags andanother plug-in, please contact both indev and the other

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    plugin author. Chances are, one of us can fix thisquickly.

    Is MailTags 2.0 compatible with application .?

    MailTags doesnt have any direct compatibility with otherapplications. However, because MailTags extends MailsApplescript capabilities, MailTags data can be accessedand set from other applications. Additionally, MailTagsuses standard ways of storing data in the cache files,spotlight indices, and headers. Several applications willrecognize MailTags data for archival or organizationalpurposes. The following is a list of applications known tosupport MailTags 2.0 as of its final release.

    Mail Archival Systems

    MailSteward, (http://www.mailsteward.com/) powerfulemail archiving software that also archives tags.

    Task Managers/Organizers

    iGTD (http://bargiel.home.pl/iGTD/index.html) readskeyword data when sending a message from Mailto iGTD.

    Actiontastic (www.kaboomerang.com) detectsreferences to Mail messages by synchronizingwith iCal.

    Information Managers

    Devon Think Pro Office (http://www.devon-technologies.com) adds keywords and projects toan items comment field when importing emailmessage from Mail.

    Eagle Filer (http://c-command.com) reads keywords

    when importing email messages from Mail.

    Spotlight/Search Utilities

    Tag Bot (http://bigrobotsoftware.com/) readskeywords from messages and sets a matchingkeyword list.

    Google Desktop for the Mac(http://desktop.google.com/mac) indexesMailTags data

    Will MailTags 2.0 work with other Mail Clients?

    MailTags is not available for other Macintosh or

    Windows mail clients. Nor are there immediate plans tobring MailTags to a different client. It is possible to setMailTags to save keywords, projects and its data asclear text for use of other mail clients. For example,Thunderbird can create a saved search on the X-projectheader. As messages are tagged by MailTags, they willbe included in Thunderbirds saved search folder.

    Additionally, if a mail client or mail processor is able toalter headers, (such as Proc Mail), it is possible to set

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    MailTags 2.0 Users Guide Page 25

    Legal Information

    LICENSE AGREEMENT(MailTags 2.0 Mail Plugin)THIS IS A LEGAL AGREEMENT between you (either an individual or an entity) and Indev Software, Inc.("Indev"). By clicking installing the software, you are agreeing to be bound by the terms and conditions of

    this License Agreement. If you do not agree to the terms and conditions of this License Agreement, do notinstall the software.1. Grant of Limited License.Indev grants to you the non-exclusive right to use Indev software program, MailTags 2.0 (the "Software").2. Copyright.The Software is owned by Indev and is protected by Canadian copyright laws and by international treatyprovisions. You should therefore treat the Software like any other copyrighted material (such as for example,books or musical recordings). Among other things, copyright laws prohibit you from making derivative works ofthe Software. You may, however, make copies of the Software, provided that you not copy the Registration Key(see Section 3(a) below).3. Other Restrictions.(a) You may register your copy of the Software by purchasing a Registration Key at http://http://store.indev.ca. The Registration Key will enable full usage of the Software beyond the trial period. Youmay not copy the Registration Key.(b) You may modify, reverse-engineer, decompile, or disassemble the Software. However, you may not do sofor the purpose of disabling the feature of the Software that enforces the trial period of your copy of the Software(i.e. circumventing the Registration Key system) or for the purpose of circumventing any of the terms of thisLicense Agreement or any other provision of law.(c) You may not claim that the Software is yours, and you may not use the name Indev to endorse orpromote products derived from the Software without prior written permission.(d) You must use the Software at all times in a manner that is consistent with the software licenses granted toyou by other companies that have provided software for your computer. For example, MailTags 2.0 isdesigned to be used with the Mac OS X operating system, and so you may not use MailTags 2.0 in amanner inconsistent with the Mac OS X license agreement between you and Apple Computer, Inc.4. Disclaimer of Warranties and Limitation of Liability.THE SOFTWARE IS PROVIDED "AS IS," WITHOUT WARRANTY OF ANY KIND. INDEV FURTHERDISCLAIMS ANY IMPLIED WARRANTIES, INCLUDING, WITHOUT LIMITATION, ANY IMPLIED WARRANTIESOF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NONINFRINGEMENT. THE ENTIRERISK ARISING OUT OF THE USE OR PERFORMANCE OF THE SOFTWARE REMAINS WITH YOU. SHOULDTHE SOFTWARE PROVE DEFECTIVE, YOU (AND INDEV) ASSUME THE ENTIRE COST OF ALLNECESSARY SERVICING OR REPAIR.IN NO EVENT SHALL INDEV OR ANYONE ELSE INVOLVED IN THE CREATION, PRODUCTION,MARKETING, DISTRIBUTION, OR DELIVERY OF THE SOFTWARE, BE LIABLE FOR ANY DAMAGESWHATSOEVER; INCLUDING, WITHOUT LIMITATION, DAMAGES FOR LOSS OF BUSINESS PROFITS, FORBUSINESS INTERRUPTION, FOR LOSS OF BUSINESS INFORMATION, OR FOR OTHER MONETARY LOSS,ARISING OUT OF THE USE OF THE SOFTWARE OR THE INABILITY TO USE THE SOFTWARE, EVEN IF YOUHAVE BEEN NOTIFIED OF THE POSSIBILITY OF SUCH DAMAGES.IN NO EVENT SHALL INDEV BE LIABLE FOR ANY SPECIAL, INDIRECT, OR CONSEQUENTIALDAMAGES, OR FOR ANY DAMAGES WHATSOEVER, WHETHER IN A CONTRACT ACTION, NEGLIGENCEOR OTHER TORT ACTION, OR OTHER CLAIM OR ACTION, ARISING OUT OF, OR IN CONNECTION WITH,THE USE OR PERFORMANCE OF THE SOFTWARE OR DOCUMENTS AND OTHER INFORMATIONPROVIDED TO YOU BY INDEV, OR IN THE PROVISION OF, OR FAILURE TO PROVIDE,SERVICES OR INFORMATION.Because some states of the United States and some countries do not allow the exclusion or limitation of theliability for consequential or incidental damages, the above disclaimer may not apply to you. Any warrantiesthat by law survive the foregoing disclaimers shall terminate ninety (90) days from the date you downloaded orotherwise received the Software.

    5. Your Warranty to Indev.You warrant that all individuals having access to the Software will observe and perform all the terms andconditions of this License Agreement. You shall, at your own expense, promptly enforce the restrictions in thisLicense Agreement against any person who gains access to your copy of the Software (i.e. the copy youdownload upon agreeing to this License Agreement or any other copy you have made from that copy) with yourpermission or while your employee and who violates such restrictions, by instituting and diligently pursuing alllegal and equitable remedies against him or her. You agree to immediately notify Indev in writing of any misuse,misappropriation or unauthorized disclosure, display or copying of the Software that may come to yourattention.6. Terms of Service.When you download the Software, Indev servers will automatically log certain non-personal information from yourcomputer, information such as your IP address. If you decide you wish to purchase a Registration Key, wemay require that you provide us with certain billing information that is personal to you ("Personal Information"). ThatPersonal information includes your name, address and email. After we have received your payment from Pay

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    Pal or Kagi, we save only the transaction id. Indev does not keep any credit card information whatsoever.To the extent Indev may access Personal Information, Indev will not t ransmit Personal Information voluntarily to anythird party without your express consent. Your Personal Information remains in your full control.Indev may, on occasion, use your IP address to help diagnose problems with our server and to administer itswebsite. Indev may provide aggregate statistics about our customers, traffic patterns, and related site informationto reputable third-party vendors. In this process, the information that Indev collects remains anonymous to thirdparties. Indev may derive general information from your Personal Information and Indev web site usage. Indev willnot voluntarily disclose, sell or trade your Personal Information to any third party without your consent.

    7. Export Control Laws.You agree to comply with all laws, rules and regulations applicable to the export of the Software. Specifically,you shall not export, re-export or transship the Software, or the direct product thereof, in violation of anyCanadian laws and regulations which may from time to t ime be applicable. By downloading or using theSoftware, you are agreeing to the foregoing.8. Injunctive Relief.Because of the unique nature of the Software, you understand and agree that Indev will suffer irreparable injury inthe event you fail to comply with any of the terms of paragraph 3 of this License Agreement and that monetarydamages may be inadequate to compensate Indev for such breach. Accordingly, you agree that Indev will, inaddition to any other remedies available to it at law or in equity, be entitled to injunctive relief, without posting abond, to enforce the terms of this Agreement.9. Termination.You may terminate this Agreement at any time. Indev may immediately terminate this License Agreement if youbreach any representation, warranty, agreement or obligation contained or referred to in this LicenseAgreement. Upon termination, you must dispose of the Software and all copies or versions of the Software bydestroying the Software. The provisions of Sections 3, 4, 5, 6, 7, 8 and 10 of this License Agreement shall

    survive termination of this Agreement.10. Miscellaneous.If any litigation is brought to enforce this License Agreement, or arises out of this License Agreement, theprevailing party shall be awarded its reasonable attorneys' fees together with expenses and costs incurred insuch litigation. This Agreement shall be governed by the laws of the Province of Ontario, but not including the1980 United Nations Convention on Contracts for International Sale of Goods. Venue for any action under thisAgreement shall be in Montreal, Quebec, Canada. You consent to the personal jurisdiction of the courts ofsuch venue. This License Agreement is the complete agreement between Indev and you and supersedes allprior agreements, oral or written, with respect to the subject matter hereof.COPYRIGHT NOTICE. Copyright (c) 2006-2007 Indev Software Inc., 2342 Wilson Avenue, Montreal, Quebec, H4A 2T3.All rights reserved. Any rights not expressly granted in this License Agreement are reserved.