Thunderbird:Autoconfiguration:UI: Difference between revisions

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= UI =
= Goal =


The File/New menu will change:
: Be a simple, easy, and fast way for people to configure Thunderbird against their email server.


* Get rid of File/New/Account...
We are competing with web mail which will give you a new email address if you give them your Name, Email (desired account name), and Password. Our goal is to be that simple and only require that information from most people.
* Add File/New/Mail Account...
* Add File/New/Feeds Account...
* Add File/New/News Account...


== The File/New/Mail Account Dialog ==
== Secondary Goal ==


Offer a "Sport Manual" way of setting up an account with assistance by probing the host for ports and checking that a given configuration will work.  This option should be available from the beginning.


<pre>
= The File/New/Mail Account Dialog =
+--------------------------------------------------+
| *Account Setup*                                  |
|~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~|
| (1) You fill in some basic information:          |
|                                                  |
|      Full name:      [                        ] |
|      E-Mail address: [                        ] |
|      Password:      [                        ] |
|        [x] remember my password                |
|                                                  |
| (2) We figure out the details:                  |
|                                                  |
|  Incoming server: <hostname>                    |
|                  <protocol>  <port>  <security> |
|                                                  |
|  Outgoing server: <hostname>                    |
|                  <protocol>  <port>  <security> |
|                                                  |
| ( Username: <username>                        ) |
|                                                  |
|    [ Cancel ]  [Advanced Settings]  [ Create ]  |
+--------------------------------------------------+
</pre>


These are the steps that the average user would go through.


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.
== Initial View ==


== Successful Configurations ==
* Pros
** Very simple and obvious
* Cons
** Bland and boring with a layout that feels odd


If an ISP-specific file is found, both Incoming and Outgoing lines will see a checkbox where the spinner had been.
[[File:Thunderbird-Autoconfiguration-Initial View.png]]


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.
== Auto-Configuring ==


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
This is after entering information.


== Editing ==
[[File:Thunderbird-Autoconfiguration-Auto-Configurating.png]]


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).
== Auto-Configured ==


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.
This displays a configuration that was found and possible options between either IMAP or POP for downloading messages.


== Chaining ==
[[File:Thunderbird-Autoconfiguration-Auto-Configured.png]]


If the user changes their email address, the whole configuration discovery is restarted.
=== Alternate Versions ===


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).
{|
| [[File:Thunderbird-Autoconfiguration-Boxless Config (imap).png|thumb]]
| [[File:Thunderbird-Autoconfiguration-Boxless Config (pop).png|thumb]]
| [[File:Thunderbird-Autoconfig-side-by-side.png|thumb]]
| [[File:Thunderbird-Autoconfig-smtp-radio-button.png|thumb]]
|}


If the user changes the incoming or outgoing server by hand, the port probing is done for the specific domain name entered.
== Sport Manual Configuration ==


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.  
If the email settings are not available and cannot be auto-detected we can default to helping people probe for the correct data.


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.
[[File:Thunderbird-Autoconfiguration-Sport Configuring.png]]
 
With a domain, protocol and port # found or specified by hand, if the user changes the security, then there is no probing.
 
== On Create ==
 
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 ==
 
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..
 
== Security Stars ==
 
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.
 
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).
 
== Plaintext and Self-signed Certs ==
 
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.

Latest revision as of 06:20, 8 April 2010

Goal

Be a simple, easy, and fast way for people to configure Thunderbird against their email server.

We are competing with web mail which will give you a new email address if you give them your Name, Email (desired account name), and Password. Our goal is to be that simple and only require that information from most people.

Secondary Goal

Offer a "Sport Manual" way of setting up an account with assistance by probing the host for ports and checking that a given configuration will work. This option should be available from the beginning.

The File/New/Mail Account Dialog

These are the steps that the average user would go through.

Initial View

  • Pros
    • Very simple and obvious
  • Cons
    • Bland and boring with a layout that feels odd

Thunderbird-Autoconfiguration-Initial View.png

Auto-Configuring

This is after entering information.

Thunderbird-Autoconfiguration-Auto-Configurating.png

Auto-Configured

This displays a configuration that was found and possible options between either IMAP or POP for downloading messages.

Thunderbird-Autoconfiguration-Auto-Configured.png

Alternate Versions

Thunderbird-Autoconfiguration-Boxless Config (imap).png
Thunderbird-Autoconfiguration-Boxless Config (pop).png
Thunderbird-Autoconfig-side-by-side.png
Thunderbird-Autoconfig-smtp-radio-button.png

Sport Manual Configuration

If the email settings are not available and cannot be auto-detected we can default to helping people probe for the correct data.

Thunderbird-Autoconfiguration-Sport Configuring.png