How to Use Boreal's Instant Messaging Service

How do I get started with the Instant Messaging Service?

To set up the service:

  1. Create an account -to do this:

     

  2. Set up your Instant Messaging software:
    • The easiest way to do this is to bypass Instant Message software altogether and use Boreal online chat system instead.  You can access this system by going to http://jwchat.boreal.org. Then proceed to step 3.
       
    • Otherwise, you can set up a separate IM software package on your computer.  NOTE:  You can use any software that supports the XMPP, or Jabber protocol.  Some (but definitely not all) software is listed on these pages: http://en.wikipedia.org/wiki/List_of_Jabber_client_software and http://www.jabber.org/clients.  Boreal recommends Pidgin, which you can download free from http://www.pidgin.im/download/.  The following instructions are for Pidgin, but can probably be used for other clients as well:
      1. Download and install the Pidgin software on your computer.
      2. Start the software.  Click the Accounts menu, and select Manage.
      3. In the window that appears, click the Add button.
      4. Another window will appear - fill in the following information:
        Protocol: XMPP
        Screen name: The username you selected in step 1
        Domain:  chat.boreal.org
        Resource: leave as Home
        Password: The password you selected in step 1
        Local Alias: Pick a nickname.  When you send a message, this is what the recipient will see as who the message came from.
        Account Setup Screen
      5. Click the "remember password" box if you don't want to have to type in your password every time, then click the Save button.
      6. Your software is now set up and ready to go.

     

  3. Start IM-ing!  Once you're set up, of course you'll want to start sending messages! (Note that the person you're sending the message to must also have an instant messaging account somewhere.)  Here's how to send a message using:
    • Boreal's online chat system:
      1. Go to http://jwchat.boreal.org.  You'll see a login screen - Log in using the username and password you created in step 1.  Do NOT include @boreal.org or @chat.boreal.org after your username on this screen.
        Chat login screen
      2. A new window will open, showing your contacts or buddies.  Before you can send a message to someone using this system, you must have them set up as a buddy.  To do this:
        1. Click the + icon at the bottom of the window.  A new window will appear.
        2. Enter your buddy's username in the "Send subscription to" field.  Note that you must include the @chat.boreal.org after your buddy's username - ex if his username is joeblow, enter joeblow@chat.boreal.org.  Then click the Send button.
          Send subscription screen
        3. Assuming your buddy is online, he or she will receive a message saying you want to add them to your roster.  To accept this request they need to click the "Allow" button on this message.  A "Send subscription to" window will automatically open to request that you allow this person to add you to his roster.  They should click "Send" on this window.
          Buddy approval screen
        4. Now you'll receive a message saying your buddy wants to add you to his or her roster - click "Allow" on this screen and your buddy will be set up, and will appear in your list of buddies.
      3. In your list of buddies, you'll see a lit light bulb next to each buddy who's currently online.
        Main IM screen
      4. Click your buddy's name in this list to send him or her a message.  A new window will open.  Enter your message in the bottom box on this window and hit <Enter>. 
        Chat window
      5. Your buddy will receive your message.  When they reply their reply will show up in the top box of this window.
        Chat window

       

    • The Pidgin software:
      1. Open your Pidgin software.
      2. Click the Buddies menu, then select "New Instant Message".
      3. Enter the name of the person you want to send the message to on the next screen.  Note that if you're sending it to another Boreal Instant Messaging member, the name will be their Instant Messaging username@chat.boreal.org - ex joeblow@chat.boreal.org.
        Instant Messaging Contact Screen
      4. Click OK. A messaging window will appear.  Type your message in the bottom half of the window and hit <Enter>.  The message will be sent.  If the person replies, you'll see their reply in the top half of the window.
        Instant Messaging Screen

      A couple notes: Before you can send someone a message, they must approve you.  When you first send a message to someone they'll see an alert in their software saying that you want to allow them as a "buddy".  They can click to approve this request, at which point they'll see your message.

      If you're going to send messages a lot to a particular person, you can add them to your "Buddy" list.  In Pidgin, click the Buddies menu  and select "Add Buddy".  In the window that appears enter your Buddy's name - ex. joeblow@chat.boreal.org.  Optionally, enter a nickname for that person in the Alias field.  Click the Add button and that person will receive an alert asking them to approve you as a buddy.  Once they do, they'll show up in your buddies list, and you can send them a message by double-clicking their name in the list. 

Click here for information on electronic meetings.

How do I hold an electronic meeting?

With the Boreal Instant Messaging service, you can easily hold electronic meetings with anyone who has an instant messaging account, from anywhere in the world.  You can even have your software record the conversation to help with minute-taking!  Here's how to set up an electronic meeting using the Pidgin (http://www.pidgin.im/) software:

  1. Make sure everyone who will be "at" the meeting has an Instant Messaging account.  You can set up accounts at http://chat.boreal.org:9090/plugins/borealregistration/sign-up.jsp.
  2. Open your Pidgin software.  Click the Buddies menu and click "Join a Chat".
  3. A new window will appear.  Much of the information will be filled in for you - you only need to specify a couple items:
    Room: Pick a name for your electronic meeting room.  This can be pretty much anything.
    Password: This is optional.  If you want to make sure your meeting is completely private, you can set a password on your meeting room.  A person will have to enter this password in order to join your meeting.
  4. Click the Join button.  
  5. Two windows will open - one showing you the electronic meeting room, and another asking you how you want to configure the room.  You can usually click the "Accept Defaults" button on this window to get a standard room.  However, you may want to use the "Configure Room" button if you want to enable special features such as:
    • Persistent meeting room: Normally when the meeting is over, the room you set up will go away.  If you want to keep the room available, check "Room is Persistent" in the Configure Room window.  If you go into a Persistent room, you'll see all the conversation that's ever taken place in that room, even if it was a year ago.
    • Members-only room:  Use this option if you want to make sure that only people you invite are allowed to join the meeting.  To make a members only room, check "Room is Members-Only" in the Configure Room window.  You must now issue an invitation to a person before they can "enter" your room. 
  6. Once the room is configured, you and other members can "enter" the room and have a group conversation.  For someone else to enter the room, they will need to click the Buddies menu in their Pidgin software, select "Join a Chat", and specify the name of the room you set up.  You'll see a notice in your meeting room window, informing you they've joined the chat.
  7. You can wait for people to join the meeting or you can issue an invitation to them once the room is ready.  (If you created a members-only room, you must invite people to join the meeting.) To do this, in your meeting room window click the Conversation menu, and select Invite.  Enter the id of the person you want to invite (ex joeblow@chat.boreal.org) and an optional message, and click the Invite button.  That person will receive a message inviting them to join the meeting.  All they have to do is click "Accept" on the window that pops up and they'll be in the room and able to participate in the meeting. 
  8. To have your software record the conversation (so you don't have to take minutes!), in the meeting room window click the Options menu and select "Enable logging".  The software will start recording your conversation at this point.  To see the logged conversation, click the Conversation menu and select "View Log".
  9. To talk, simply type your message in the bottom half of the meeting window and hit <Enter>.  Your message will appear in the top half of the window for everyone who's in the meeting room.