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Chapter 1—Welcome

iTriumph is an integrated contact, calendar and journal for Mac OS X. It sports all the conveniences of a modern 
information manager. Its flexible interface lets you view your information many di

erent ways including pow-

erful list views that can be sorted and filtered. iTriumph synchronizes seamlessly with cloud-based services 
(iCloud, Google Calendar, etc.) so you have access to your latest calendars and contacts. 

Are you a SOHO Organizer user? 

iTriumph is a new product built using SOHO Organizer's code base. In order to move the product forward in this 
new era of cloud-based solutions, we had to make some major under-the-hood changes/improvements. This 
meant that we had to remove some features that either wouldn't seamlessly translate to a cloud-based world 
or that are no longer supported in OS X Mavericks (like Sync Services). We aim to add back some of these fea-
tures in a new and improved way over time. Other features likely won't return for various technical reasons. If 
these removed features are critical for your workflow, then iTriumph is not currently a replacement for SOHO 
Organizer. If the removed features don't a

ect your workflow, then iTriumph is a replacement for SOHO Organ-

izer. We think iTriumph will meet the majority of our customers' needs today and certainly in the coming years 
as we add features and improve the product. Development has ceased on SOHO Organizer since we believe 
iTriumph represents the future.

Removed Features

. The most notable feature removed is local calendar and contact syncing (by "local", we 

mean calendars and contacts stored on your computer and not in the cloud). We previously supported local 
syncing using Apple's Sync Services technology. Apple removed Sync Services completely from OS X Mavericks 
which means it's no longer available. Apple is 

recommending

 users instead use network or cloud-based solu-

tions like iCloud, CalDAV, CardDAV, etc. iTriumph supports local calendars and contacts, but there isn't a way to 
synchronize this data with other software like iTunes or your iPhone. b) Attaching notes, events, and tasks to 
contacts has been removed since this feature has never been available for cloud-based contacts (you can still 
enter inline notes for any contact since that is supported by CardDAV). c) Support for incoming/outgoing SMS 
messages, Bluetooth dialing, and modem dialing has been removed since the ubiquitous iPhone doesn't have 
API support for any of these. d) The Desktop Calendar feature has been removed since we have a separate ap-
plication called 

Spotlife

 which performs this feature on a much grander scale (see "Upgrade Pricing" below for 

special pricing).

Separate Applications

. SOHO Organizer consists of three applications: SOHO Organizer, SOHO Notes, and 

SOHO Print Essentials. When SOHO Organizer was originally released, the Mac App Store didn't exist. When Ap-
ple introduced the Mac App Store, they announced that it didn't support suites of applications (all applications 
are sold individually). Apple even followed this paradigm switch by breaking iWork into three separate applica-
tions on the Mac App Store: Pages, Keynote, and Numbers. So iTriumph will stand on its own, but going for-
ward, it will still integrate with the successors to SOHO Notes and SOHO Print Essentials (see below).

SOHO Notes

. Development has ceased on SOHO Notes as it will be replaced in 2014 by a new product called 

NoteLife (the same name as its iOS counterpart). This new product will be based on SOHO Notes and it will o

er 

cloud-based synchronization of notes. We plan to integrate these cloud-based notes with iTriumph over time. 
At this point, we don't have any o

cial announcements to make in terms of when the new NoteLife product 

will be available or the type of cloud-based syncing it will support

SOHO Print Essentials

. Development has ceased on SOHO Print Essentials and it has been replaced by 

Print-

Life

 which o

ers many new features not available in SOHO Print Essentials. Just like SOHO Organizer, iTriumph 

does not have built-in capabilities for printing labels, envelopes, etc. If you need these capabilities, we recom-

6

Summary of Contents for iTriumph

Page 1: ...iTriumph User Guide Chronos Inc January 26 2014 1...

Page 2: ...errors Chronos Inc www chronosnet com iTriumph the iTriumph logo and the Chronos logo are trademarks of Chronos Inc Apple iPhoto Mac Macintosh Mac OS and Finder are trademarks of Apple Inc registered...

Page 3: ...Chapter 3 Accounts Personal Account 10 Local Accounts 10 CardDAV Accounts 11 Popular Commercial CardDAV Accounts 13 CalDAV 13 iCloud Google Yahoo Calendar 14 Chapter 4 Using iTriumph The Window 16 Tab...

Page 4: ...ents 30 Contact Links 30 Printing Labels Envelopes and More 31 Chapter 6 Creating and Working with Calendars Calendars Sidebar 32 Mini Months 33 Creating a Calendar 33 Creating Calendar Groups 35 Subs...

Page 5: ...g in Di erent Time Zones 50 Time Zone Tips 51 Viewing Event Task Details Without Opening 52 Recurring Events 52 Recurring Tasks 53 Alarms 54 Attendees 55 Chapter 8 Miscellaneous Importing Exporting Co...

Page 6: ...s and contacts but there isn t a way to synchronize this data with other software like iTunes or your iPhone b Attaching notes events and tasks to contacts has been removed since this feature has neve...

Page 7: ...iCal vCard format and then create a local account in iTriumph where you can import it Since attached notes daily notes and journal entries in SOHO Organizer are basically notes in SOHO Notes there is...

Page 8: ...r is a little harder than it used to be because Apple now hides this folder To make this Library folder visible in the Finder hold down the Option key on the keyboard as you click the Go menu in the m...

Page 9: ...ocation on your computer where denotes your HOME folder Library Caches Metadata Chronos STEP C Delete your data Now that you ve deleted all the files related to the application itself you can delete t...

Page 10: ...ationships Since all your information is stored in the same database relationships between items cannot be broken accidentally or easily When items are in separate databases you must be careful to alw...

Page 11: ...re will automatically open when launched 2 Select the existing account you want to remove or delete 3 Click Delete CardDAV Accounts CardDAV is an open standard address book access protocol that allows...

Page 12: ...ount at any time without removing it from your list of accounts and then re enable it at any time as well 1 Choose iTriumph Preferences Accounts 2 Select the CardDAV account you want to enable or disa...

Page 13: ...connect to a CalDAV server The administrator of the CalDAV server should provide you with the following information so you can connect to the CalDAV server Server Address This is the address or URL to...

Page 14: ...lay connecting to the CalDAV server to sync changes This may be the case for example when you have a poor Internet connection no Internet connection or a billable Internet connection You can tell that...

Page 15: ...oose iTriumph Preferences Accounts 2 Click Add A new account sheet will appear 3 Choose iCloud Calendar Google Calendar Yahoo Calendar or fruux Calendar 4 Enter your account ID and password 5 Click OK...

Page 16: ...ou can open as many windows as you want and each window can display di erent information To open another window 1 Choose File New Window Tabs You can open journal contact and calendar views in separat...

Page 17: ...con on the right side of the tab The Settings window will appear 2 Select the desired view 3 OR choose the view from the View menu View Settings You can change the view that appears in a tab at any ti...

Page 18: ...scheduled database back ups This helper application is located inside of the iTriumph application The helper applications access your database s so you need to make sure they re not running before you...

Page 19: ...a contact such as its phone number email addresses etc These details are grouped into blocks To open the Contact Card view 1 Choose View Contact Card or Contact List To sort the contacts in the Name...

Page 20: ...alphabet character 3 Click All to see all the contacts in the currently selected group To zoom in out on the card region 1 Click Settings gear icon on the right side of the tab The Settings window wil...

Page 21: ...contact will belong 2 Choose File New Contact or click Add the bottom of the Name column 3 Fill in the contact fields as applicable 4 OPTIONAL Choose File Save Contact to save the contact This step i...

Page 22: ...which groups a contact belongs to 1 Select a contact 2 Hold down the Option key Any groups a contact belongs to will be highlighted To delete a group 1 Select the group 2 Choose Edit Delete To make a...

Page 23: ...bgroup of another Smart Group 1 Drag and drop the Smart Group on top of the Smart Group you want to be its parent 2 Drag and drop a Smart Group to All to return it to the root group level Searching Co...

Page 24: ...n the database Apple s Spotlight technology indexes this special metadata If you use Spotlight to search for a contact event or task that you know exists but it doesn t appear in Spotlight s search re...

Page 25: ...e information on blocks see Working With Blocks To change the label of a field 1 Click the label of the field you wish to change 2 Choose a label from the pop up menu or select Custom to create a new...

Page 26: ...mation you re looking for when viewing contacts This section will show you the basics of blocks provide information on using each of the di erent blocks and describe how to change the visual theme of...

Page 27: ...the card region When viewing contact information in the card region you may want to show or hide the empty blocks 1 Choose Hide Empty Blocks from the Action button pop up menu located at the bottom o...

Page 28: ...used to enter contacts that are somehow related father daughter employer etc to the selected contact For more information on contact linking see Attachments and Links Custom Block The Custom block is...

Page 29: ...only show two lines in the Contact Summary only the contacts name and phone number will be displayed Or you can choose to see more information To choose how many lines of information are displayed in...

Page 30: ...k one of the listed emails it will be opened in Apple s Mail application NOTE this feature currently only works with Apple s Mail client Support for other email clients may be added in the future if t...

Page 31: ...letters etc This is intentional because Chronos has a separately available product called PrintLife which is feature rich application dedicated specifically to design ing and printing professional doc...

Page 32: ...bar additional information and tools will appear For ex ample you ll be able to see if a calendar can contain events tasks or both You ll also see a Get Info button on the right side of each account a...

Page 33: ...alendars sidebar You can use the mini months in the Calendars sidebar of each calendar view to quickly jump to a specific date 1 Click a date in a mini months to jump to a specific date 2 Click the up...

Page 34: ...When you view a calendar any event or task as signed to that calendar will appear in the calendar view you have opened 1 Click in the box to the left of each calendar in the Calendars sidebar to togg...

Page 35: ...calendar group appears with a black box in the list of calendar and the calendars belonging to that group are indented below it To add a calendar group 1 In the Calendars sidebar click Get Info info i...

Page 36: ...LOUD NOTE iCloud supports calendar subscriptions but uses a proprietary non public method of creating them For this reason iTriumph can detect and display subscribed calendars in an iCloud account but...

Page 37: ...ry refreshing the subscribed calendar again Publishing Calendars You can publish any of your calendars to the Internet using a WebDAV server so that others can subscribe to them Calendars are publishe...

Page 38: ...fo window will appear 2 Select Public Calendar 3 Double click the webcal URL to select the URL text and then press Command C to copy the URL to the clipboard so you can share it with others You can al...

Page 39: ...he schedule region of the Day and Week views To specify the number of days per week and the calendar work week 1 Choose iTriumph Preferences Calendars Weeks 2 Select a number from the Days per week po...

Page 40: ...en any task that has been marked completed or cancelled for more than five days will be hidden Day View The Day view displays all the events and tasks scheduled for a single day In addition the Day vi...

Page 41: ...s and tasks are displayed at the top of the schedule region on each day of the week When the Week view is showing the current date a horizontal line will indicate the current time in the schedule regi...

Page 42: ...st the height of each week To set various preferences for the Month view 1 Choose iTriumph Preferences Calendars Months 2 Choose a time format from the Time Format pop up menu This setting controls wh...

Page 43: ...e Year view If you make the Year view window larger or smaller then more or less months will show Calendar List View The Calendar List view allows you to view multiple events and tasks at once To sort...

Page 44: ...arrow to move forward to the first date that has a journal entry 6 Choose Calendar Go To Date to move to a specific date To add a journal entry 1 Choose View Journal View 2 Navigate to the date you w...

Page 45: ...ar You can also do an advanced search which lets you further refine a search using additional criteria To search for events or tasks this feature is coming soon 1 Click in the Search field in the tool...

Page 46: ...ts search index of events and tasks 1 Choose iTriumph Preferences General 2 Click Rebuild Search Index Printing Calendars This section will show you how to print one or more of your calendars To print...

Page 47: ...ou choose from Agenda Day Week and Month desktop calendars It has a signature feature called Center Stage that zooms the desktop calendar forward above all other windows so your calendar is instantly...

Page 48: ...ect the Keep Open button if you want to keep this event window open so you can open another event window without this one closing 5 Click Done to save the event and close the event window To edit an e...

Page 49: ...Tasks sidebar When tasks are displayed in the calendar views they look like this An uncompleted task begins on the task s start date and goes until the current date If the uncompleted task has a due...

Page 50: ...create an event from any task 1 Select the task in the Tasks sidebar you want to create an event from 2 Drag and drop the task in the schedule region of any calendar view A new event will be created f...

Page 51: ...the way all modern calendar software works including Apple s Calendar application iCloud Google Calendars CalDAV servers etc 2 Events appear on calendars relative to the current time zone When you vi...

Page 52: ...window to California s time zone Your morning meeting will appear on your calendar from 9am to 10am as expected The evening meeting will appear from 4pm to 6pm which at first will seem a little odd u...

Page 53: ...s Choose this option if you want to modify all occurrences of the event from the selected event forward including the selected event 2 Click the option of your choice Recurring Tasks You can change ho...

Page 54: ...hoose this option if you only want to modify this one occurrence of the task The task will remain the same on all other days Modify This All Future Tasks Choose this option if you want to modify all o...

Page 55: ...events with alarms assigned It s often useful to see if an event has an alarm assigned to it without opening the event To this end iTriumph lets you optionally see a small alarm symbol next to events...

Page 56: ...ultiple contiguous contacts Hold down the command key to select multiple contacts in a non contiguous fashion 3 Choose File Export vCard 4 Select where you would like the vCard file to be saved 5 Clic...

Page 57: ...you archive old events and tasks When you archive events and tasks a calendar file is saved in the industry standard vCal format for each calendar you archive You can later import a calendar file if y...

Page 58: ...e the number of old events and tasks in each calendar It s the old events and tasks that will be archived These numbers are provided so you can see exactly how much data you ll be archiving 5 Choose w...

Page 59: ...riumph Preferences Backups 2 Set the various backup options Automatically perform backups This option lets you choose how often iTriumph should make a backup By default backups will be created on a da...

Page 60: ...base backup Any new journals contacts calendars etc that you ve changed since the backup was created will be lost Any deleted items will be recovered If you want to keep the information that is curren...

Page 61: ...ew duplicate contacts appears 1 Click the Keep Selected tab if you want to keep a particular contact record of a duplicate set Simply choose the contact you wish to keep from the Selected Contact pop...

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