The Bat! Help

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Macros (12)
Backup (4)

Configuring the Account

  • EWS Account (Exchange Web Services)
  • IMAP Account Properties
  • Deleting Account
  • Account Properties

  • EWS Account (Exchange Web Services)
    General Information
    Creating a New EWS Account
    Getting New Mail and Folder Structure
    Synchronization
    Folder Management


    General Information

    If you have an Exchange Server account, you can access it from within The Bat! using the EWS (Exchange Web Services) protocol. EWS allows accessing MS Exchange Server 2007 and later versions. There is no need in using additional programs or Outlook’s profile as in the case of MAPI. The program downloads not only emails, but other Exchange items as well, such as calendar events, contacts, tasks and notes.

    When you first time access the EWS account, The Bat! imports the downloaded contacts into the corresponding address book automatically. If messages, tasks or calendar events have a reminder, The Bat! creates the respective reminders in the Scheduler as well. All other Exchange items are available just for information purposes.


    Creating a New EWS Account

    In the "Create New Account" window input your email address and the password for your Exchange account, select "Exchange Web Services" from the dropdown menu and click "Next".



    The Bat! will use the Exchange autodiscover service to automatically get setup information from your Exchange server. If your Exchange server is configured properly, The Bat! will retrieve the Exchange Server Endpoint and display its address in the respective field.

    If The Bat! finds the endpoint, just click "Next".

    If The Bat! does not find the Exchange web services endpoint (the “Exchange Server Endpoint” field remains empty), you can:
    • Change the credentials and test the connection until you reach it
    • Input it manually
    In the "Email or User ID" field enter your logon user name or UPN until the endpoint is reached. Like this:


    (domain/login based login)

    Or like this:


    (UPN based login)

    On the 1st screenshot EWS is accessed by domain name followed by a backslash (\) and logon name.

    On 2nd screenshot EWS is accessed by UPN: logon name followed by the "@" symbol and the domain name.

    Click the "Test now!" button to make The Bat! search for the Exchange Server Endpoint. Every time the wizard will start a few concurrent tasks trying to find the best solution for you. All endpoints found will be added to the dropdown menu. Animation will be active while searching is in progress.

    Note: If you are not sure which user name to use to access your Exchange server, input the same logon credentials you use to access your Exchange account via OWA (Outlook Web Access).

    If The Bat! is unable to detect the Exchange Server Endpoint, ask your Exchange administrator to provide you with the Exchange web services endpoint and your credentials as UPN+password or logon+password.

    The last solution is to enter the EWS endpoint manually. Remember you can change it in the Transport section of the Account properties at any point later.

    If your EWS endpoint was not automatically discovered or is not available, this may mean your Exchange Server administrator has blocked the EWS access. To check this, try to connect to
    https://mail.company.com/ews/exchange.asmx
    in your web browser: you should get an authentication popup.
    After successful authentication, you should get the EWS wsdl definition. If you do not get it, contact the Exchange Server administrators and ask them to fix the Exchange Server setup. Another way to get the EWS endpoint is to use the test page provided by Microsoft: https://testconnectivity.microsoft.com
    On the Exchange Server tab choose the Connectivity test for Exchange Web Services section, and after testing expand the details till you find the EwsUrl value (internal and external). Once you get this url, input it as the EWS endpoint address in The Bat!

    You can manage the security certificates behavior as well. A Security Alert dialog will appear, if your Exchange server uses a self-signed or an expired digital certificate:



    You can add it to the local Windows certificate store (View Certificate | Install Certificate | Next | Place all certificates in the following store | Browse | | OK | Next | Finish).

    Alternatively, just avoid the message for this account by selecting the appropriate security flag checkbox.

    Beware: Use security flags only when you trust the source.

    When the autodiscover process is completed, click "Next".



    The "Your name" field will display your Exchange account name. If the connection was successful, you will see here the Exchange full name which has been retrieved during the connection procedure. Otherwise "Your name" entered at step 1 will be duplicated.

    The second field identifies your new account in The Bat!’s account tree.

    The last field shows the default location of the new account folder.

    Click "Finish" to add the new account. Once the new account appears in the account tree, The Bat! establishes the connection with the server and downloads folders with their contents.


    Getting New Mail and Folder Structure

    The Bat! will retrieve all folders with contents (except for the Deletions, Archive and Recoverable folders) during the first connection with the server.

    In addition to standard folders, you will also see Calendar, Contacts, Tasks and some other folders that will display MS Exchange items such as calendar events, contacts, notes, activities, RSS feeds, tasks. The Bat! can also download the contents of the Exchange Public Folders. If you have access to an Exchange Public Folder, it will appear in the “All Public Folders” folder in your EWS account.

    The program displays all attributes used by Outlook which can be mapped into The Bat!’s functionality and RFC822, such as Subject, From, To, CC, BCC and other headers, flags, attachments, tags, encryption, date and time of creation/receiving, size.

    The Bat! can download messages received later than the specified date. When you set up the EWS account you can enable the "get only items later than" option and set the date. The Bat! will not download items received before this day. You can enable this option in the Transport section of the account properties as well.

    If you are connected to social media in Outlook (Twitter, Facebook, LinkedIn), folders with the respective contacts will also appear in The Bat!’s account tree (like Exchange contacts extracted from corporate Active Directory). Each Contact item will have an attached personal vCard, a picture and any other attachments you have assigned to the contact.

    The Bat! can also download your corporate network contacts. To download such contacts, enable the "load Active Directory contacts" option when you set up the account. You can enable this option later in the properties of your EWS account in the “Transport” section. These contacts appear in the "Active Directory" folder in your EWS account and are automatically imported into the EWS address book. You cannot move or delete these contacts from the Active Directory folder.

    When you first time access the EWS account for the first time, The Bat! imports the downloaded contacts into the newly created address book. The name of such address book consists of the account name followed by "[EWS]":



    You can change the name of this address book and it will still be connected to your EWS account. If you delete the address book, your contacts will disappear from The Bat!’s interface. However, you can restore them again by importing the .vcf file attached to each Contact item. During the next connection The Bat! will discover that the address book is missing and will create a new one.

    If you set a reminder for a message, task or create an appointment in Outlook or OWA, The Bat! creates the respective reminder in the Scheduler once you get this item. The Bat! will remind you about this message/event/task at the specified time.

    If you create an item on the Exchange server, The Bat! will download it once you connect to the server. However, items created in The Bat! will not be synced with the server.


    Synchronization

    Once The Bat! downloads the items, they are stored and preserved unchanged unless you clear the cache of the folder.

    If you delete items using the Delete key, they are deleted from the Exchange server.

    If you delete items using the alternative deletion (Shift+Delete), they will be deleted from the Exchange server as well (Exchange soft delete mode will be used in this case). Later, if you restore such items using the Folder -> Browse Deleted Messages menu (to restore a deleted message, select it and press the Delete key), they will be stored locally only.

    If you delete a message from the Exchange server which you have already downloaded into The Bat!, it will not be deleted from The Bat! If you, however, clear the cache of the folder, then the message will not be available anymore.

    If you move or copy messages or other Exchange items into EWS folders, they are uploaded to the respective folders on the server. If you move an element from a folder it is deleted from this folder on the server.

    The Bat! syncs the Flagged and Read/Unread flags and receives the Parked flag ("is draft" in Exchange terminology). For example, if you mark a message as read in The Bat!, another email client will also display it as read. The Replied and Forwarded/Redirected flags are not synchronized.

    The Bat! syncs message Priority and Sensitivity as well. Sensitivity is displayed as a tag and to change it you need to right-click the message and select it under “Tags”. In most cases, attributes that are currently not supported in The Bat! are shown as tags.

    Color groups are not supported.


    Folder Management

    Folders in The Bat! are displayed in the language set for your account on the server (OWA -> Options -> Regional Settings -> Language -> Save). If you change the language settings, the folder names will change in The Bat! accordingly.

    If you rename, move or delete a folder in The Bat!, these changes will be reflected on the server as well. If you create a folder in The Bat!, it will appear on the Exchange server. If the folder structure on the server changes (folders are moved, renamed, deleted or created), The Bat! will reflect these changes as well and update the folder structure.

    If you do not want to see a folder in the account tree, however, do not want to delete if from the server, you can change visibility: select the folder, press the Delete key and choose the "Make invisible" option.



    To hide a folder, you should also enable the "Maintain list of hidden folders" option in the Account -> Properties -> Transport menu:



    If you do not enable this option, hidden folders with their contents will be restored once the folder structure is refreshed (at the next mail retrieval).

    Thus, you can check the "Maintain list of hidden folders" box and mark any folder as invisible. You can get the full folder tree again if you uncheck this box and use the “Receive new mail” command. The folder tree will be restored and all missing messages will be received and stored locally.

    It is possible to clear cache of the folders by clicking the "Clear cache now" button in the Folder -> Properties -> EWS-Specific menu. After you clear cache The Bat! will download messages anew from the server.




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    IMAP Account Properties

    Account Properties
    Sound
    Folder Properties
    IMAP Commands


    Account Properties

    In addition to the standard settings, you can also define IMAP-specific settings if you use an IMAP account.



    To configure folder synchronization, access the Account -> Properties -> Mail management menu, tick the check boxes by the standard folders (Outbox, Sent mail and Trash) and select the respective folders on the server from the dropdown menu in the right-hand side of the section. For example, if the Sent folder in The Bat! is not synchronized with the Sent folder on the server, the messages that you send from The Bat! will be stored only on your computer, but not on the server. In the event that you assign the Sent folder on the server to the Sent folder in the program, your sent messages will be available on the server as well.

    Tip: If you notice that your sent messages get stuck in the Outbox folder, simply remove the Outbox check box.

    Define when the program will connect to the server to synchronize data choosing one of the options in the "Connect to the Server" section:
    • When The Bat! starts
    • When the account is selected
    • To load contents of a message or do another action
    • Only when the user explicitly invokes “connect” command
    The connection with the server is always active in the IMAP accounts. You can disconnect from the server, if you select the "When inactive, disconnect after" check box.

    You can access some more IMAP settings using the Account -> Properties -> Mail management -> IMAP Fine-Tune menu.



    The "Update subscription on startup" option can be useful if you access one IMAP account on different devices. If this option is enabled and you make changes in your IMAP folders using another program, you will see these changes in The Bat! as well.

    If the "When on-line, refresh counters ever …" option is enabled, message counters which you see in the account tree will be updated in all the folders.

    If you enable the "When browsing messages, retrieve only message text" option, the program will download the text of the message without attachments.

    To disable all the filters for an IMAP account, enable the "Do not use filters" option.

    You can limit the number of concurrent IMAP connections if you activate the "Allow up to … connections" option. Remember that such limits can reduce the speed of folder and command processing.

    You have the possibility to configure individual message download settings for each account:
    • Get only message header – The program downloads only message headers and retrieves the entire message once you select it
    • Get message header and textual parts – The program downloads the message text and headers, but not the attachments
    • Get entire message – If you choose this option, both message text and attachments will be retrieved once The Bat! establishes the connection with the server
    If the "Download during periodical checks" option is enabled, the program downloads messages periodically. In this case the "Periodical checking each …" option in the Account -> Properties -> Options menu should also be enabled.

    IDLE is a standby mode when the program waits for the notifications from the server. The IDLE command is enabled by default, and the client does not disconnect from the server. If you enable the "Do not use IDLE command" option, the program will periodically send requests to the server.

    Not all the servers support such standby mode. Some servers break the connection. If this is the case, you can enable the "Re-send IDLE command each 30 seconds" option.

    If you deal with the server that deletes messages only after you compact IMAP folders, the "Compact folder after each message deletion" option will be useful for you. You will not need to compact each folder manually, the program will do it for you automatically.

    For more information, refer to the Account properties article.

    Sound

    You will not find the "Play sound when new mail arrives" option in the IMAP accounts. However, you can set up filters to play the sound. Access the Account -> Sorting Office/Filters menu, create a new filter for the incoming mail, add the action “Play a sound” and choose the audio file. You can set the time interval during which the mail notification should be played if you enable the "Enable the sound only within this time interval" option.

    Tip: remember to enable the "Continue processing with other filters" option under the Options tab. Move the filter to the first position in the list as the filtering goes top-down.



    Folder Properties

    IMAP folders have individual settings as well.



    You can check the path of the respective folder on the server using the Folder -> Properties -> IMAP-specific menu. Here you will see the cache message base path as well. To clear cache, press the "Clear cache now" button. After you clear cache, the program will download the messages anew.



    Access the Folder -> Properties -> IMAP-Specific -> Download preferences menu to configure message download settings of each folder. By default, the program uses the settings of the parent folder. You can choose another option – "Overwrite settings of this folder only" or "Overwrite settings of this folder and sub-folders" – and define the needed settings.

    For more information, refer to the Folder properties article.

    IMAP Commands

    You can Connect to or Disconnect from the server in IMAP accounts, if needed. These commands are available under Account -> IMAP Commands.

    To create, delete and rename IMAP folders, access the Account -> IMAP Commands -> Manage IMAP folders menu. Select a folder and rename or delete it using the respective buttons. Here you can subscribe to the folders on the server or cancel the subscription if you select or deselect them in the Subscription column. To see the subscribed folders, go to the Subscribed only tab. If you do not subscribe certain folders, they will not be displayed in the program.



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    Deleting Account

    You can easily delete an account using the Account -> Delete menu.



    A confirmation dialog box will appear.



    If you choose the "Leave account files on disk" option, your account will be removed from the interface, however the account files will still be kept on the drive. You can restore it at any time – you will only need to create a new account with the identical name. The program will restore the old settings, and your mail base will automatically be loaded.

    If you select "Delete account files", the account files will be deleted from your computer, and there will be no way to restore this account.


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    Account Properties

    The Bat! allows you to create as many accounts as you need. Thus you can receive mail from all of your accounts and handle personal and business correspondence under one roof. Each account can have its own individual settings.

    To change the properties of an account, select it and access the Account -> Properties menu (Shift+Ctrl+P).

    There is one more way to access the account properties: Select the account in the account tree and switch to the "Information" message list tab. You will see all the basic information on this account. Click the links to access the respective settings:



    The "Account Properties" window appears. You will see the list of settings sections on the left side of this window.

    • General



      Here you can change the display name of the account and alter the information in the fields "From" and "Reply-To". You can choose the default address book from the dropdown list. Select the "This account is the default for mailto: URLs" box if you want to send emails from this account when clicking mailto: links.

    • Transport



      You can change the following server settings in this section: server addresses, user, password, authentication options, ports (change ports if they are blocked), connection and delivery type, server timeout. Do not change this data unless it is needed. The Transport section has three subsections: "Postponed Sending" (time intervals), "Network" (Internet connection settings), "Protocol Logging" (enable/disable sending/retrieval protocols logging and define the location of the log files).


    • Send Mail

    • Enter the "SMTP server" address in the respective field.

    • Choose the "connection" type: Regular, Secure to regular port (STARTTLS), or Secure to dedicated port (TLS). Depending on the connection type, the appropriate "port" number is automatically set.

    • The "Use SMTP servers On-The-Go" option can be useful, if you cannot connect to your SMTP server. If you notice that the program does not send messages when you are on a trip, you might think that the SMTP port is being blocked by the local provider. Try sending emails using another SMTP server/port in this case. Enable the "Use SMTP servers On-The-Go" option, click the "Configure" button and add the settings of an alternative SMTP server. If you encounter such issues, choose an alternative server from the dropdown menu of the "SMTP server" field and try sending the messages again.

    • Click the "Authentication" button and select the appropriate authentication option to access your SMTP server:
    • Perform SMTP Authentication (RFC 2554) - Enable this option if your SMTP server supports authentication.
    • Same user/password as for Mail Retrieval - If you enable this option, the program will use the same user and password as for the connection to the POP3/IMAP server.
    • Use specific settings - If you use a different username and password for sending mail, choose this option and enter the respective data.
    • Require secure authentication - Choose this option to use secure authentication methods: XOAUTH2, OAUTH2, CRAM-MD5, X-BIO. Make sure the server supports one of these methods. If the option is enabled, less secure methods, like LOGIN, PLAIN, MSN, NTLM, will be forbidden.
    • Use “POP before SMTP” authentication - If your server requires receiving mail before sending, select this option.
    • The following options are available in The Bat! Professional only:
    • Store password on the token - The password used for connection to the mail server will be stored on the token.
    • Enable Biometric Authentication (Requires TLS) - Enable this option if you use a token with biometric authentication.
    • Cache it for … Minutes - Set a time interval, during which The Bat! will keep in memory your password or fingerprint.

    • Receive Mail

    • Input the POP3 or IMAP4 server address into the "Mail Server" field.

    • Enter your mailbox name into the "User" field. This name may coincide with your email address or its part till the “@” sign.

    • Input the password to access your mailbox on the server. If you leave this field blank, The Bat! will prompt for the password each time you try to receive new mail.

    • Define the "connection" type and the appropriate port number.

    • Click the "Authentication" button to set one of the following options:
    • Regular - When this option is active, the password is transmitted to the server in clear text.
    • MSN (NTML) - Select this parameter if you receive mail from MSN/Hotmail mailboxes.
    • Compuserve (RPA) - This authentication method is used in the Compuserve network.
    • MD5 APOP Challenge/Response (RFC-1734) - Choose this option to use APOP authentication.
    • MD5 CRAM-HMAC Challenge/Response (RFC-2095) - Activate this parameter if your server supports CRAM authentication.
    • Do not store password, prompt on mail retrieval - If you select this option, the password field will not be available, and you would need to enter the password each time you receive new mail.
    • The following options are available in The Bat! Professional only:

    • Token CRAM-HMAC Challenge/Response - If you intend to use a token for authentication, select this parameter.
    • Enable Biometric Authentication (Requires TLS) - Activate this option if you use a token with biometric authentication.
    • Cache it for … Minutes - Set a time interval, during which The Bat! will keep in memory your password or fingerprint.
    • Server Timeout - A period of time during which the program maintains the connection with the server. If no answer comes from the server, The Bat! disconnects from it. You can set the server timeout value using the Account -> Properties -> Transport menu.

    • Choose between two delivery types – "Immediate" (the program sends the email immediately after the Resend command) or "deferred" (the program puts the email into the Outbox after the Resend command).

    • When the "Combined delivery (send+receive)" option is enabled, The Bat! performs both actions simultaneously.

    • Mail Management



      If you intend to "delete received messages from server", make sure you enable the respective option. Otherwise, all the received messages will be stored on the server. If you "leave messages on the server", you can determine how long they will be stored. You can set the maximum message size if you enable the "Receive header only if message size is greater than … Kbyte" option. To delete larger messages from the server, select the respective check box. Here you can also configure the settings of the Mail Dispatcher and the encoding for non-ASCII characters in message text and headers.

      The "Mail management" section, which you can see on the left-hand pane, has a "Deletion" sub-section.

      By default, you move messages to the Trash folder by pressing the "Delete" key. Alternatively, you can delete them immediately or move them to a specified folder.

      "Alternative Deletion" is performed after pressing the Shift+Delete key combination. Select the "Use alternative deletion method for purging folders" check box to take the assigned action when using the Folder -> Purge command.

      To compact folders after they were emptied, enable the "Compact emptied folders automatically" option.

      If the "Purge Unread messages" option is enabled, the program deletes old unread messages.

      To "mark deleted messages as read", select the respective check box.

    • Options



      Here you can configure automated "mailbox checking" (e.g. you can check mailbox at start-up or every 10 minutes) and define, when the message should be marked "as read". The Bat! can automatically "empty Trash folder" and "compact all the folders on exit", which will help you save space on your drive. You can configure some of the "message editor settings" in this section as well.

    • Files & Directories

    • To change the settings of the attachment management, access the Account -> Properties -> Files & directories menu.

    • Home Directory is the main directory for your account folder. If the value is set to <default>, The Bat! creates a directory in its working directory using the name of this account.

    • Attachments

    • Choose the default encoding type for your attachments from the dropdown menu on the left side of the "By default, encode attachments using" field. It can be Base64 (MIME standard) or UU Encoding.

    • You can keep your attachments either in the message bodies or separately in a special directory. If you choose to store them separately, the program will automatically move attachments into a specified directory once you receive a message that contains attached files.

    • Beware: If you store attachments separately in a special directory and move emails to another account, attached files will not be moved anywhere.

    • If the "Delete attached files when a message is deleted from Trash folder" option is enabled, attachments will be removed from their directory once you delete the messages. This will certainly save space on your computer.

    • If you select the "Bind attachments only while sending out mail" check box, the files will be attached after you use the “Send” command. This allows you to continue editing on attachments before sending them.

    • Message Splitting

    • The Bat! allows you to automatically split large messages into smaller parts. This is quite useful if there are limits on the outgoing message size. Note that your correspondent needs The Bat! or another email client that supports RFC-1521 to put such message together again.

    • "Suggested split size" is the size The Bat! will split messages into.

    • Select the "By default, split outbound messages larger than this size" check box to split the outgoing messages which size is larger than the defined value.

      Templates


    • Certain parts of the message repeat themselves in each email. Templates allow one to prepare a standard text in advance and may help you save the time used for typing. You can define templates for new messages, replies and forwarded messages, as well as for reading confirmation, saved message and cookies.

      The default template for new messages looks like this:



      This template inserts a greeting that includes the first name of the recipient (the %TOFName macro) and a signature containing the first name of the sender (the %FromFName macro) and his email address (the %FromAddr macro). The cursor is automatically placed at the position defined by the %Cursor macro. You can configure the templates using text and macros. It is also possible to change the format of the template (Plain text or HTML), character set and add receipt request or reading confirmation. You can preview the message you’ll compose using this template to define whether it meets your demands or not. Here is an example of an email based on this template:

    • Cookies

    • Cookies are funny or wise phrases that can be added to greetings or signatures. If you use the %COOKIE macro in your template, The Bat! inserts a cookie randomly into your message text.

    • Cookies can be stored in The Bat! You can add them using the Account -> Properties -> Templates -> Cookies menu. You can also use an external text file with cookies. Click the "Add from file" button and point to the file with cookies. Any cookie will be inserted in one line unless you use \n for line break.

    • To add cookies from an external file you should add the file path in the %COOKIE macro, e.g. if you use the %COOKIE="C:\Bat\Quotes.txt" macro, the program inserts a cookie from the Quotes.txt file, located in the С:\Bat folder.

    • Sound



      In the Sound section you can choose an audio file (.WAV) and define it as your new mail notification. You can set the time interval during which the mail notification should be played, for example, during working hours only.

      This section is not available in IMAP4 accounts, however you can still play sounds there too. To play one and the same sound for all messages or different sounds for particular messages you need to set up filters. The same applies not only to IMAP4 accounts, but to POP3 and EWS accounts as well. From the main menu, select Account -> Sorting Office/Filters. Create a new filter for the incoming mail, add the action "Play a sound" and choose the audio file. You can set the time interval during which the mail notification should be played if you enable the "Enable the sound only within this time interval" option.

      Tip: remember to enable the "Continue processing with other filters" option under the Options tab. Move the filter to the first position in the list as the filtering goes top-down.

      Using the filters as described above, you can configure custom notification sounds for individual contacts, so The Bat! will play different sounds for different people, based on names or addresses, each time an email arrives from them.


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