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Mail Quota interface for Notes 8.0+


Margo guest blogging for Mary Beth has some questions about mail quota displays in some version of Notes post 8.0.  My response is a bit too complicated for a simple comment, so it's trackback time!

Here's the original:
MailQuota.png
Normal outline
when you hover on the graph
MailQuota1.png MailQuota2.png



Why tuck away the details into a mouse over?  Because they're irrelevant to the purpose of the graphic, which is a warning to the user about their quota status.  Showing a graphic AND the details at the same time is redundant and unnecessary.

Why move the server to there, too?  Well, perhaps you could show "on server" on there, but naming the particular server is just going to be confusing to the user.  Particularly in light of cluster usage where they might be load-balanced to a particular machine.

Margo asks "how often should we update the graph?"  Before I answer that, let me ask "what should the graph reflect?"  I'm pretty confident the current strategy is to have it show the percentage of quota use of whatever NSF instance is currently open.  If I remember correctly, this is how OpenNTF Mail does it.  It's not the right way to do it.

It should reflect the quota usage of the user's home server.  That's the only quota that's actually relevant.  That's the one that will prevent the user from sending & receiving further emails, which is why they would care about it in the first place.

Hard to do?  Somewhat.  Not ridiculously so.  If I were suitably motivated, a "when mail is added" agent could update a profile document which could drive the graph.  It would obviously be much better if this were driven by the mail router instead.

It's less important that the graph be updated real-time, and way more important that it show the quota usage that actually affects the user's mail access.  As for policy control -- well, yeah, anything to increase control over interface is a positive.

Yes, I realize that there might be an accessibility issue here.  How screen readers treat popup text is unknown to me, but I certainly think it's IBM's responsibility to figure out how to resolve that in 8 anyway, given the use of it in actions & view columns.

Yes, I also realize that I took out the graphics for most of the items in the outline.  Be honest, doesn't it look a lot cleaner that way?  Note that I left them on the spots that are relevant draft targets.  (Yeah, you could drag something into your inbox.  Please tell me if you think there's a use-case for this.  And I don't know whether dragging to the Follow Up folder activates the dialog box, but if it does, then there should be a graphic there.)

If anyone thinks this is overkill, I'd remind them that if a user is working on a local replica that reflects 50% usage, and then they suddenly stop getting mail on the server and everything bounces back, do you want to know who they're going to blame?  Do you think they're going to think "oh, it was MY FAULT, because I didn't look at what was on the server version?"  Of course not.  They're going to say "Notes sucks because it tells me what my usage is on my local replica where I deliberately set it to only replication the first 40K of a message, and it tells me I'm find on my quota, but I'm about to have my mail cut off.  STUPID STUPID NOTES!!!!"

The difference is whether you're going to show information to the user about something involving underlying code, or you're going to show them information that actually affects their user experience.  It's an open and shut case.

Comments

1 - I like the look of the quota indicator, and I think you're dead on. Since quotas aren't enforced on local replicas it makes sense that the quota that matters is the one that is reported. I've already built an After New Mail agent that updates a profile, and in my mail template there is a button for refresh and another one for compact. The next step is to get the compact to report back to the user when it's done, which I ran out of time to do.

I don't like the stark look of no icons in the outline. It's not clear to me why the trash has one but the rest do not. Will an R8 outline collapse the whitespace if there is no icon shown, or is that just image manipulation? It would be nice if it's real. Emoticon

2 - What really matters is quota flexibility. I haven't played much with quotas in 7 or 8, so feel free to flame me if I'm way off base. However, until quotas can do things such as prevent sending but not receiving, offer true warnings to users as Nathan mentions, check all replicas for size, etc., I can't see MailWatcher going out of business. The reason 3rd party tools for this exist is because the native tool in inadequate.

3 - @1 - The Trash and Folders have icons because they're drag targets for documents. The others aren't, except in the edge cases I mention in the post.

My problem with the graphics is that they serve no purpose. Normally, a graphic would a) indicate special behavior such as a drag target or clickable action; b) act as a mneumonic so you could have a stripped interface where the graphic fully REPLACES the text label; or c) act as a reminder mneumonic for certain kinds of entities (eg: a background icon on a "patient" form that symbolizes the age and sex of the patient.)

The graphics in the standard outline are PURELY DECORATIVE. They convey no information that isn't already there, particularly since you can't, say, turn off the text-labels in an advanced mode. I'm not a fan of purely decorative graphics. Not so much because I mind decoration, but because it reduces the meaning of graphics in all situations where there's something to express to the user.

By the way, nice to hear that you've already done the code I'm describing. Send me the template and I'll post it in the Notes 8 Design Partner forum.

@2 - I don't think the goal is to obsolete any 3rd party products. Emoticon

If I remember correct, you can tell the router to ignore quotas, right? That would mean that the user could continue to RECEIVE, but, not being able to create new documents in their mail NSF, they wouldn't be able to SAVE sent mail. I really don't know whether that would prevent the actual compose action as well. I'd have to try it and I don't have a good environment for that right now.

Interesting thought to check ALL replicas. Perhaps the best alternative would be stronger controls for the administrator? Something where X% of quota means the mail admin starts getting notified and can warn the user? I don't want to create more work for the administrator, though. The problem is, the admin is the only one who should need to understand what a "mail replica" is.

4 - Nathan, I'll be working this weekend so I'll see if I can cleanly extract the mail quota code for you. I hear you on the graphics needing to serve a purpose, but just looking at that it's not immediately clear why Trash has an icon. I could be trained, though.

In the scenario where the router obeys quotas, it simply prevents the user from saving a copy of the message if they're working on a server replica. From local replicas it gets a little weird.

Since quotas are not enforced on local replicas, users can save copies of e-mails and not know they are over their quotas. The bizarre part is the Send Outgoing replication action will fail if they are over their quota. I think this is weird because I would have expected it to fail replicating their mail, not sending an outgoing message. I don't remember the exact message, but it doesn't say anything that makes sense to the user, and it took me a while to figure out what it was doing.

5 - I have not implemented it but the readme for 7.0.2 indicates that quotas can be inforced on local replicas.

6 - I'm using Lotus Notes 8, but could not find any option to enable the mail quota indicator. Appreciate if you could help me out.

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