Thunderbird:Autoconfiguration:UI: Difference between revisions

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(Moved from main page)
 
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= UI =
= UI =
The File/New menu will change:
* Get rid of File/New/Account...
* Add File/New/Mail Account...
* Add File/New/Feeds Account...
* Add File/New/News Account...
== The File/New/Mail Account Dialog ==


<pre>
<pre>
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| *Account Setup*                                  |
| *Account Setup*                                  |
|~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~|
|~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~|
| (o) E-Mail account                              |
| (1) You fill in some basic information:          |
|                                                  |
|                                                  |
|      Full name:      [                        ] |
|      Full name:      [                        ] |
|      E-Mail address: [                        ] |
|      E-Mail address: [                        ] |
|      Password:      [                        ] |
|      Password:      [                        ] |
|        [x] remember my password                |
|                                                  |
|                                                  |
|     [ ] Manual configuration                    |  
| (2) We figure out the details:                  |
|                                                  |
|                                                  |
| ( ) RSS News Feeds and Blogs                     |
| Incoming server: <hostname>                     |
| ( ) Newsgroup account                            |
|                   <protocol>  <port>  <security> |
| ( ) Calendar                                    |
|                                                  |
|                                                  |
|                       [ Cancel ]  [ Next/Done ]  |
| Outgoing server: <hostname>                    |
|                  <protocol>  <port>  <security> |
|                                                  |
| ( Username: <username>                        ) |
|                                                  |
|    [ Cancel ]  [Advanced Settings]  [ Create ]  |
+--------------------------------------------------+
+--------------------------------------------------+
</pre>
</pre>


(unchecked Manual config means auto config; network call status at bottom, left of Cancel button)
or:


<pre>
When the user focuses away from the email address text field (e.g. while he enters the password), the wizard makes network requests to try to find the configuration. The network activity is indicated by spinners next to the Incoming and Outgoing labels.
+--------------------------------------------------+
 
| *Account Setup*                                  |
== Successful Configurations ==
|~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~|
 
| (o) E-Mail account                              |
If an ISP-specific file is found, both Incoming and Outgoing lines will see a checkbox where the spinner had been.
|                                                  |
 
|      Full name:      [                        ] |
If port probing finds an incoming (or outgoing) configuration, the appropriate spinner is replaced by a checkbox.  If either probe fails, the spinner is replaced with a red X, and the hostname field is turned into an editable textbox.
|      E-Mail address: [                        ] |
 
|      Password:      [                        ] |
In the case where there is no custom username required, if the first three text fields have valid values, and there are two green checkboxes shown, then the Create button is enabled.  If a custom username is required (as per an ISP "display name" configuration file), then that field has to be filled in as wel
|                                                  |
 
|      (o) Auto-detect: Status here(*)             |
== Editing ==
|      ( ) Manual configuration                    |
 
|                                                  |
If there is no domain-specific configuration file on the server, and port probing fails, or for any reason either of those data sources are invalid, the user must be able to manually enter each of the following, by clicking on them: incoming & outgoing hostname, protocol (IMAP/POP/SMTP), port #, security level (SSL/TLS/plain).
| ( ) RSS News Feeds and Blogs                    |
 
| ( ) Newsgroup account                            |
Each of these fields is displayed in a dark blue label with an underline, and a hand-cursor on hover.  Clicking on them turns them into editable fields (textboxes or menupopups).  Focusing away turns them back into static labels.
| ( ) Calendar                                    |
 
|                                                  |
== Chaining ==
|                      [ Cancel ]  [ Next/Done ]  |
 
+--------------------------------------------------+
If the user changes their email address, the whole configuration discovery is restarted.
 
When probing, the protocol/port # should be shown, but if a port-probe doesn't succeed, the protocol/security/port shouldn't be shown (they are meaningless w/o a domain name).
 
If the user changes the incoming or outgoing server by hand, the port probing is done for the specific domain name entered.


(*) Auto-detect status text:
With a domain found or specified by hand, if the user changes the protocol (IMAP/POP), then the port probing is done for that protocol only.  
    1.  Fill-in the fields above
    2.  Searching...
    3a. Completed (found configuration)
    3b. Failed (use manual configuration)
</pre>


With a domain and protocol found or specified by hand, if the user changes the port, then the security probing is done for that port only.


If the user finished (onblur) the email address text field (e.g. while he enters the password), the wizard makes network requests to try to find the configuration. The network activity is indicated by a spinner next to the "Searching..." text.
With a domain, protocol and port # found or specified by hand, if the user changes the security, then there is no probing.


If we found a configuration, the spinner is removed and the "Next" button turns into "Done". In that case, there is no second page, not even the summary screen. The user ends up directly in his inbox, which was the goal.
== On Create ==


If the user checks the [x] manual configuration option, the "Done" button turns into "Next" again. The server names etc. from the autoconfig file are still used in this case, but only to pre-fill the UI fields. That way, an advanced user can see, check and alter the values, but still takes advantage of autoconfig when possible. Open question: What about settings that are in the config file, but not exposed in the wizard? Used or not? May be important, but user can't check them before use.
When the user clicks the Create button, the account data is first verified. Verification passing means that Thunderbird can log in to the POP or IMAP server using the user's credentials, and connect to the SMTP server and, to the best of its ability, be able to send email. If verification succeeds, then the account is created automatically, using appropriate defaults, the dialog is closed, and that account's Inbox is selected.


== Extra fields ==
== Extra fields ==


Step 4: If the config file contains values to be filled in by the user, we need to add them. Either we do that on the same page, or we insert a second screen that provides fields for this. The field label is provided by the config file, because providers use different terminology for usernames, like "username", "login name", "email account name", "AOL screen name" etc..
If the config file contains values to be filled in by the user, we need to add them. We do that on the same page, in the area marked with ()'s in the dialog above. The field label is provided by the config file, because providers use different terminology for usernames, like "username", "login name", "email account name", "AOL screen name" etc..


<pre>
== Security Stars ==
+--------------------------------------------------+
 
| *Account Setup*                                  |
We want to promote secure connections, so we'll display "stars" corresponding to the rough level of security of the configuration type. Plaintext connections get no stars, self-signed certs get one star, etc.
|~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~|
 
| Please fill in the following information        |
The stars are displayed next to the incoming/outgoing area (note that there are two sets of stars -- there could be a secure incoming but insecure outgoing configuration).
| for your email account. Your email provider      |
 
| should have provided this information on the    |
== Plaintext and Self-signed Certs ==
| page where you were notified about your          |
| email password.                                 |
|                                                  |
| Username:            [                        ] |
|                                                  |
|                                                  |
|                                                  |
|                      [ Cancel ]  [ Next/Done ]  |
+--------------------------------------------------+
</pre>


This screen can have up to 4-5 fields, depending on how many <userinput> fields are in the config file.
If the user ends up with a configuration which is either plain-text or uses a self-signed cert, we want to put up some sort of dialog (spec TBD) which forces the user to acknowledge that their connection is insecure, and point them to a web page explaining how to get a trusted cert.
Often, this is not needed at all, when the username is the same as or contructed from the email address.
If needed, normally only one value should be needed, namely the username, and it's probably the same for POP/IMAP and SMTP.
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