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March 17th, 2007

An Ongoing Review of Personal Information Management Tools for Mac OS X: No Perfect Solution (Yet)

There are definitely Many Choices: Proliferating Titles in Mac OS X PIM Softwaresome life decisions that you should think twice before revisiting. I’m talking things like your marriage, your decision to have kids, your choice of college, your upcoming vacation plans… maybe your car and house. But honestly, don’t politicians make too much of clinging to decisions they made that turn out to be wrong? And don’t some of them place way too high a value on consistency over a long period of time in one’s personal values and beliefs? Is that “fortitude” or “stupidity”? Heck, as Joni Mitchell once pointed out, “Life is for learning.” If you acknowledge that learning changes you by adding new ideas and insights, then individuals who never change their mind about things aren’t particularly good role models for an advanced society… are they?  

Astute readers of this page are probably starting to wonder where the hell I’m going with this topic. “Is this an article about PIM software, or not?” Well, it’s actually highly relevant, because one type of decision we make quite often nowadays should be easily reversed. If it isn’t, we’ve made the wrong choice and should change our minds immediately. I’m talking about one’s choice of software applications.

It’s ironic that so many “technology experts” think of Apple as the company that locks users in with proprietary hooks, when Apple has never been the source of such danger at all. Yes, Apple’s hardware is proprietary, but think about it: If you want to extract your data from a computer, what form does the data take? Hardware? Of course not… it’s the software, stupid!

The danger of lock-in isn’t from hardware, it’s from software. Since Mac OS X hit the scene 5 1/2 years ago, Apple has been delivering a platform built on open source, standards-based software. Even when they come up with a proprietary file format, they will shortly reveal easy ways of getting your data into and out of that format. I’m not saying Apple has never been stupid about this, but their stupidity about formats is the exception rather than the rule. As a pure software company, Microsoft’s business model is built on secret, proprietary formats that hook in to secret code in Windows, closing the Windows environment and locking users into an apparently velvet prison.

I didn’t mean to digress onto Microsoft (yet again), but my point is that one of the main reasons I use Mac OS X drives a lot of my software decisions: I don’t want to get stuck. I want to be able to migrate freely to a new software application if the features and benefits are compelling enough, and I don’t want worries about how I’ll migrate my data to be a show-stopper.

With this in mind, I’ve been eyeing the market for personal information management (PIM) software on Mac OS X for a couple of years now. I’ve felt a little like a honey bee, alighting briefly on this software package, then moving on to another, and another, all the while sampling a dozen more. The tool I’m currently using has been my “flower” for the longest period so far: DevonThink Pro.

Though far from perfect, it’s the best tool I’ve yet found, with the most flexibility for getting data into and out of its data store. DevonThink Pro covers the widest range of data types, and encompasses a large universe of possible uses and usage scenarios. However, it took me quite awhile to get comfortable with DevonThink, and even now I continue to discover better ways of working with it. And because of a few glaring limitations, as well as my general Software Addict’s mindset, I continue to sample the competition.

This article is not about DevonThink Pro, although I’ll share a few thoughts along the way. Rather, it’s intended to be an ongoing repository of my observations about software products that overlap with DevonThink as I try them out. Given time constraints, these are not complete reviews of the various products, but rather they simply document my quickly written notes on pros and cons during the course of my evaluations. Because new versions of software often overcome limitations in earlier versions (but, as self-evident as this may be, it’s not always true), it wouldn’t be fair to set these notes in stone forever. For any products that have enough “pros” to make me want to return and sample new releases down the road, I intend to revise the entries as the products evolve.

 

One of these days, I’ll hopefully find the “perfect” product and can close the door on this category of software for awhile. But in the meantime, I’m keeping the door wide open and welcome any newcomers that look interesting and aren’t outrageously expensive.

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July 31st, 2006

Protecting Windows: How PC Malware Became A Way of Life

Waving the White Flag To the Windows Virus Plague

Ah, computer security training. Don’t you just love it? Doesn’t it make you feel secure to know that your alert IT department is on patrol against the evil malware that slinks in and takes the network down every now and then, giving you a free afternoon off? Look at all the resources those wise caretakers have activated to keep you safe!

  • Virulent antivirus software, which wakes up and takes over your PC several times a day (always, it seems, just at the moment when you actually needed to type something important).
  • Very expensive, enterprise-class desktop-management software that happily recommends to management when you need more RAM, when you’ve downloaded peer-to-peer software contrary to company rules, and when you replaced the antivirus software the company provides with a brand that’s a little easier on your CPU.
  • Silent, deadly, expensive, and nosy mail server software that reads your mail and removes files with suspicious-looking extensions, or with suspicious-looking subject lines like “I Love You“, while letting creepy-looking email with subject lines like “You didnt answer deniable antecedent” or “in beef gunk” get through.
  • Expensive new security personnel, who get to hire even more expensive security contractors, who go on intrusion-detection rampages once or twice a year, spend lots of money, gum up the network, and make recommendations for the company to spend even more money on security the next year.
  • Field trips to Redmond, Washington, to hear what Microsoft has to say for itself, returning with expensive new licenses for Groove and SharePoint Portal Server (why both? why either?), and other security-related software.
  • New daily meetings that let everyone involved in protecting the network sit and wring their hands while listening to news about the latest computing vulnerabilities that have been discovered.
  • And let’s not forget security training! My favorite! By all means, we need to educate the staff on the proper “code of conduct” for handling company information technology gear. Later in the article, I’ll tell you all about the interesting things I learned this year, which earned me an anonymous certificate for passing a new security test. Yay!

In fact, this article started out as a simple expose on the somewhat insulting online training I just took. But one thought led to another, and soon I was ruminating on the Information Technology organization as a whole, and about the effectiveness and rationality of its response to the troublesome invasion of micro-cyberorganisms of the last 6 or 7 years.

Protecting the network

Who makes decisions about computer security for your organization? Chances are, it’s the same guys who set up your network and desktop computer to begin with. When the plague of computer viruses, worms, and other malware began in earnest, the first instinct of these security Tzars was understandable: Protect!
          Protect the investment…
                    Protect the users…
                              Protect the network!

And the plague itself, which still ravages our computer systems… was this an event that our wise IT leaders had foreseen? Had they been warning employees about the danger of email, the sanctity of passwords, and the evil of internet downloads prior to the first big virus that struck? If your company’s IT staff is anything like mine, I seriously doubt it. Like everyone else, the IT folks in charge of our computing systems at the office only started paying attention after a high-profile disaster or two. Prior to that, it was business as usual for the IT operations types: “Ignore it until you can’t do so anymore.” A vulgar translation of this “code of conduct” is often used instead: “If it ain’t broke, don’t fix it.”

Unfortunately, the IT Powers-That-Be never moved beyond their initial defensive response. They never actually tried to investigate and treat the underlying cause of the plague. No, after they had finished setting up a shield around the perimeter, investing in enterprise antivirus and spam software, and other easy measures, it’s doubtful that your IT department ever stepped back to ask one simple question: How much of the plague has to do with our reliance on Microsoft Windows? Would we be better off by switching to another platform?

It’s doubtful that the question ever crossed their minds, but even if someone did raise it, someone else was ready with an easy put-down or three:

  1. It’s only because Windows is on 95% of the world’s desktops.
  2. It’s only because there are so many more hackers now.
  3. And all the hackers attack Windows because it’s the biggest target.
At about this time in the Computer Virus Wars, the rallying cry of the typical IT shop transitioned from “Protect the network… users… etc.” to simply:
            Protect Windows!

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April 16th, 2006

Nothing To Cheer Here: Microsoft’s Ajax Toolkit Is a “D”

Microsoft Atlas Is A Modern SirenBack in early March when I first released the Ajax/DHTML Scorecard, rating all of the existing Ajax/DHTML toolkits against an ideal cross-browser scale, I rated Atlas an “E.” So, the good news for Microsoft fans is that Atlas is actually better than that. But not by much.

On April 4, I rescinded the original score after some readers correctly pointed out that I was treating Atlas differently from the other toolkits in the shootout. That’s because Atlas was simply vaporware in early March, and there was nothing to test. As I explained in an update to the article, the “E” was based on Microsoft’s past conduct in the cross-browser-support department. Here, they had been very bad big boys. Microsoft is the reason that we have to worry so much about cross-browser support today, so it stood to reason that their entry in the Ajax field would continue their past strategy of steering all users to Microsoft products and away from alternatives.

Though I was skeptical Microsoft had changed its stripes, one writer assured me that

In general Microsoft’s strategy with .NET is to require Windows on the server, but to be 100% browser compatible on the client. .NET components configure themselves automatically for the available browser features ( i.e. CSS levels, javascript dialects, or css/js disabling). While I’m still in the early phases of researching Atlas, it seems that this style of browser support has continued.

And so, I began testing with an open mind, especially after an Ajax blogger raved about Atlas in an article that was picked up by the No Fluff, Just Stuff RSS feed that I follow. (I’ll have to remember to ignore future articles by Brad Abrams, whose blog after all is hosted by msdn.com…)

Since Abrams was celebrating the release last week of the Atlas Control Toolkit, which includes 9 online demos of different Atlas controls, I decided to start my testing there. Unfortunately, Atlas failed on the very first control, the “Cascading Drop Down.” Though it worked in Firefox on Mac OS X, it failed in both Safari 2 and Opera 9. After going through three or four of these, Atlas was batting a very low score, and I decided to keep track of results more scientifically.

The end result? Of the 9 Atlas controls very publicly celebrated by Microsoft this week, here’s how Atlas rates:

  • Firefox, 8 of 9 controls worked
  • Safari, 4 1/2 of 9 controls worked
  • Opera, 3 1/2 of 9 controls worked
I don’t think you can count this as cross-browser support, folks.

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April 3rd, 2006

MovieLink: How Stupid Can You Get?

Good grief. Who the heck is in charge of strategic thinking at those movie studios? Movielink, a consortium of 5 Hollywood studios, launched a new movie-…

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February 9th, 2006

Ajax: Home Was Never Like This!

Netscape PhoenixWhen I first read about Ajax last summer, it sounded too good to be true. After all, I was a web geek who was raised on Netscape Navigator, and for whom Javascript had always been the holy grail of great web applications. I had delighted with each new release of Navigator, excitedly diving into the new objects, methods, and properties as they were unveiled by Netscape. Indeed, Javascript was one of the major reasons to use Netscape in the mid-1990’s, since no other browser could touch it for providing rich client-side interactivity to web pages and applications.

Then, around the time that Communicator (Netscape 4) was released in June 1997, the storm clouds that had been forming from Microsoft’s threatening posture against Netscape began to be really troubling. When IE 4 was released that fall, it finally caught up to Netscape in Javascript support. Indeed, until then Microsoft had simply been copying Javascript in order to provide Netscape compatibility, as part of their strategy to win the market. But IE 4 was different. Microsoft took Javascript in a different, and incompatible direction. Thus began the great cross-browser incompatibility nightmare for Javascript lovers like me–a dark, stormy decade that lasted until the clouds began to part in 2005 with the emergence of Ajax.

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June 18th, 2005

Counting Microsoft’s Tentacles: Just How Tethered Are We?

[My wife] and I both use our home computers to do work-related tasks a great deal. Both of our shops use all of the Microsoft Office applications. … So, practically speaking, because of the demands of my job, I cannot boycott Microsoft entirely on my home computers… Basically, the only Microsoft-produced application I could actually boycott is Windows itself.


Microsoft Embraces the WorldEven a dedicated Microsoft-boycotter like me has trouble avoiding contributing to Microsoft’s coffers these days. On some level, I know my friend worries about supporting Microsoft products, because he uses Mozilla instead of IE, and Quicken instead of Money. But Microsoft’s empire runs far deeper than just Office, Windows, Money, and Internet Explorer. (Oh, that’s right… IE isn’t a separate product. Sorry, I forgot that for a moment.)

Bill Gates and his gang have been focused on defending the Microsoft monopoly for so long, they’ve managed to gain significant shares in pretty much all technologies and market segments that might pose a threat to Windows. Since my fellow Microsoft-watch writers have been kind of quiet on this particular topic for a few years now, I thought it would be good to survey the scene afresh. Let’s take a quick look at the various outposts of Windows technologies and see just how many tentacles we can find (in no particular order).

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May 25th, 2005

Tell Me One Thing You Can Do With a Mac that I Can’t Do With Windows!

The Mac Makes PDF Easy

Every time I encounter this challenge in person, I’m so overwhelmed by the magnitude of my possible reply that I end up being totally inarticulate. I typically begin with Mac OS features whose benefits are pretty intangible, and which only become obvious after you have to live without them. As wonderful and essential as these are, they are things unlikely to resonate with a Windows user who’s just asked you to give him some practical benefit he or she would gain by using a Mac. Things like

  • Clearer, crisper, resizable, 3-D icons
  • 3-D window shading
  • Superior navigation options, like the numerous ways you can customize the Finder and the Dock
  • Much more readable text, due to the system’s advanced graphics engine
  • The menubar, which is much more useful and customizable than the Windows taskbar
  • Drag and drop, which is an integral Mac feature that too many Windows users just won’t get until they try it
  • Colored folder labels, which again don’t become essential until you’ve grown to rely on them
  • Spring-loaded folders
  • Eye candy like the Dock poofs and genie animations
  • The services menu, which for all its power is still a mystery to many Mac users, and whose benefits are not immediately obvious

Mind you, these are all near the top of my list of reasons why the Mac OS is superior to Windows, but they’ve never shown much power for persuasion in a discussion with a Windows user.

So, I’ve decided to start documenting specific, unambiguous, practical tasks that you can only do with a Mac. Perhaps one or two of these will impress that smug Windows user you know enough to take a Mac for a test drive…

I’m starting with one of my favorite features from Apple’s latest operating system–Mac OS X 10.4, “Tiger”: PDF print/workflow services. Now, for heaven’s sake, don’t call it that when you talk to your Windows friend, but that’s the technical name for it. These services were actually enabled in Panther, but you had to configure them manually. They were such a hidden feature that only the truly geeky would seek them out and make use of them.
PDF Services menu in Mac OS X Tiger

Essentially, with PDF services, you can combine multiple steps of handling a PDF file into one quick action. By default, Tiger comes with several new, built-in PDF services, which you access from the print menu.

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May 18th, 2005

Why Buy A Mac Instead Of Windows?

It’s hard for me to see choosing Apple over Microsoft as striking some great blow for populism just because Apple is a smaller company… In my mind, choosing Apple is substituting one greedy corporation for another.

Microsoft Meets Macintosh

It’s a sad commentary on my peers when I hear them voice opinions like this. What it means is that they think Microsoft’s behavior is the norm, and that all companies would behave like Microsoft if they could. This is the same cynical view that destroyed our faith in politicians after Richard Nixon’s crimes. For some reason, rather than understanding that Nixon was a political outlier, we adopted the view that all politicians would behave like Nixon if they could. And many people appear to be making the same mistake with Microsoft.

Good grief, to a man from Mars this looks like mass insanity. Microsoft is no more the norm than Richard Nixon was. But what they have in common is substantial:

  • A total disregard for the truth
  • A willingness to engage in dirty tricks against enemies
  • Corrupt management from the top down
  • A paranoia about–and intolerance of–deviations from any standards they have set for the world.

If you’re a Microsoft fan who’s just wandered into this article, you’ll no doubt think this is pure hyperbole. And though nothing I can say is likely to convince you otherwise, I do intend to try.

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April 1st, 2005

When Is a Personal Computer Not Very Personal?


I don’t question that Apple is great for multimedia applications… However, I don’t do video or photo editing, compose music on my computer, make graphics, do desk-top publishing, or design web pages.

Yesterday I had a major epiphany* about what to get my Dad for his 86th birthday this weekend. Until yesterday, I had bought into his belief that he would never learn how to use a computer, because he found it too confusing. The implication of this, of course, is that he was never to experience the many positive enhancements to his life that email and the Web could bring. Yesterday I realized there was a great solution, thanks to Apple’s new Mac Mini.

Some background will help explain my thinking…. You see, for years after the Web and email became a standard part of the life of working folks in America, my Dad has poo-poo’d their value. Left out of this huge communications revolution, he had to be content ranting about the negative side of the Web… namely, increased access to pornography and other forms of “dangerous” information (some of legitimate concern, I might add, like how-to sites on building bombs). As far as email goes, he couldn’t see how email would improve on old-fashioned print communication or on the good old telephone. And what about all that spam he keeps reading about? Lucky for him he doesn’t have to deal with it!

So, a couple of years ago one of his wife’s children had the bright idea to buy him a computer and set him up with internet access. They did, and the computer has sat virtually unused on a small table in their bedroom ever since. My Dad says that whenever he tried to use it, he could never figure out what to do.

OK, so he’s had a computer for 2 years and hasn’t used it. What makes me think giving him a Mac Mini will help?

To answer that, let me get back to the title of this essay, which is also related to the quote that opens it, from a friend of mine who doesn’t understand how a Mac would be any better than a Windows system as a personal computer, unless you’re doing multimedia work.

You see, although IBM coined the term “personal computer” when it rolled out its DOS-based systems back in 1981, it has never been marketed at “people”, really. (For an excellent history of the IBM PC, check out this article at about.com.) Instead, the PC was aimed squarely at the business world, which is one of the main reasons for its success over Apple’s computers.

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