Chapter 3
In This Chapter
Setting up Messages
Changing modes in Messages
Adding buddies
Chatting with others
Sending and receiving SMS and MMS texts
Sharing screens with another person
Sending and receiving files through Messages
Ignoring those who deserve to be shunned
Adding visual pizzazz with video backgrounds and effects
Chatting face-to-face with FaceTime
Taking and making iPhone calls on your Mac
Throughout humankind’s history, our drive has been toward communication, from the earliest cave paintings, through written language, to the telegraph, telephone, and now the ultimate in human interaction: the text message. Ah, technological rapture! Of course, the very same text messages that your family craves can also send your cell phone bill through the roof. (The classic Catch-22 quandary.)
Ah, but wait. Here are Apple and Yosemite to the rescue, so forget that silly cellular phone and your complicated calling plan! As long as you have Mac OS X and an Internet connection, you can instantly chat with your friends and family whether they’re within shouting distance or halfway across the world. You can text anyone with a Mac or an iOS 5 or later device (such as an iPhone, iPad, or iPod touch) absolutely free. You can send and receive SMS and MMS text messages with anyone (no matter what kind of device they’re using). And, by golly, if the two of you have a FaceTime HD camera, Mac-compatible web camera, or digital video (DV) camcorder connected to your computers, you’ll see each other in glorious, full-color video! These modern marvels are made possible by Messages and FaceTime, and they fulfill the decades-old promise of the video telephone quite well, thank you.
In this chapter, I show you how to gab with folks using other Macs, iOS devices, and even other types of cell phones — as well as how to make and answer iPhone calls using your Mac!
The first time you run Messages (click the Messages icon on the Dock or in Launchpad), you’re prompted to sign in by entering your Apple ID (which you created while setting up Yosemite, or through the Mac App Store as I demonstrate in Book I, Chapter 3). You use your iMessage account to send and receive free messages to others using either a Mac or an iOS 5 (or later) device such as an iPhone, iPod touch, or iPad. By default, Messages also prompts you to select which phone numbers (for an iPhone) and email addresses (for a Mac, an iPhone, an iPod touch, or an iPad) you want to use with this account.
If you’re already using AOL, Jabber, Yahoo!, or Google Talk and you want to use your existing IM account, choose File⇒Add Account, choose the correct type, and click Continue. Messages prompts you to enter your existing account information.
You can also choose to set up Bonjour messaging. Think of Bonjour as plug-and-play IM for your local network. In Messages, Bonjour allows you to see (and yak with) anyone on your local network without having to know his account information, because Bonjour automatically announces all the Messages users who are available on your network. If you have others using Messages, iChat, Jabber, Yahoo!, or AOL on your local network, go for this option; if you’re not connected to a local network, however, Bonjour messaging isn’t necessary. Also, if you’re on a public Wi-Fi network or if you’re connecting to the Internet with an external modem through dial-up, I recommend disabling Bonjour messaging. (For all that’s cool about Wi-Fi, see Book VI, Chapter 3.) To turn on Bonjour messaging, choose Messages⇒Preferences, click the Accounts tab, click the Bonjour account in the list to the left to select it, and select the Enable Bonjour Instant Messaging check box.
After you finish these configuration necessities, Messages displays the window that you see in Figure 3-1. Time for introductions all around!
If you want to send an iMessage to other Mac owners — or owners of iOS 5 (or later) devices — use the Messages window. If you already have an iPhone, iPod touch, or iPad running iOS 5 or later, you’ll probably immediately recognize the Conversation list on the left, which displays each individual with whom you’ve recently exchanged iMessages. Click an individual in the list to review past conversations (and optionally continue them). The right side of the Messages window contains the iMessages sent back and forth, which I cover later in the chapter.
You can display the Buddies window (shown in Figure 3-2) at any time by pressing +1 or by choosing Window⇒Buddies from the Messages menu bar. Use the Buddies window to invite others to chat using an instant- messaging program (such as AOL, Google Talk, and Jabber).
A few things to note here about these two windows in Messages:
Click your image to display your recent thumbnails. This way, you can even use a different thumbnail image for each of your many moods. (Geez.) Also, you can click Camera from the pop-up menu and capture a new thumbnail with your FaceTime HD camera. Other sources for The Perfect Image include your Photo Stream, your Faces collection in Photos or iPhoto, and linked photos from your Internet accounts.
Using these buttons can handle about 90 percent of the commands that you need to give while using Messages, so use ’em!
Here’s an important note: Just because Messages is running doesn’t mean you’re ready to converse! For those not familiar with the terms online and offline, here’s the scoop: When you’re online, folks can invite you to chat and communicate with you. When you’re offline, you’re disconnected: Messages isn’t active, you can’t be paged, you can’t chat, and that is that. Your status applies only to IM and IM chat — iMessages and SMS/MMS text messages can be sent and received at any time.
Switching modes is easy, and you can do it in several different ways:
You can use Away mode whenever Messages is running and you’re still online but not available. For example, if I’m away from my Mac for a few minutes, I leave Messages running, but I switch myself to Away mode. My buddies get a message saying that I’m away, so they won’t bother trying to contact me. When I return to my computer, I simply move my mouse, and Messages intelligently inquires as to whether I’d like to return to Available mode. You can also use the menu bar icon to switch from Away to Available.
Messages also includes an invisible mode, which is a bit sneaky: Click the Messages menu bar icon, and choose Invisible, and your status appears to others as offline (even though you’re still online). This is a great feature for those who like to monitor who’s online and available without being bothered by others.
Speaking of modes, you, too, can create a custom mode — like Twiddling My Thumbs, Bored stiff!, or Listening to the Pointy-Haired Boss — and use it instead of the somewhat mundane choices of Available and Away. You can create your mode from the Messages or Buddies window: Open Mode pop-up menu in either window, and click Custom Available or Custom Away to create your new mode. An edit box appears in which you can type the new mode; press Return to automatically add the newcomer to your mode list.
To choose an existing mode, click it; modes with a green bullet are online modes, and red bullet modes are offline modes.
I know that asking whether you’ll be my buddy sounds a little personal, but in Messages, a buddy is anyone with whom you want to chat using instant messaging, whether the topic is work-related or your personal life. Messages keeps track of your buddies in the Buddies list. You can also add them to your Contacts application or use the Instant Message field in a Contacts card to generate a new buddy identity.
To add a new buddy, follow these steps:
Alternatively, click the Add a New Buddy button at the bottom of the Buddies window and choose Add Buddy from the pop-up menu, or press +Shift+A.
Messages displays a sheet where you can enter the instant-messaging account information for your new buddy.
As a shortcut, you can also click in the First Name box and type the person’s first name, or you can click in the Account Name box and type the person’s IM account name.
Click the Address Card button on the Info dialog to enter or edit the person’s info and digits:
Turn your attention to getting the attention of others — through inviting others to chat. Good chatting etiquette implies inviting someone to a conversation rather than barging in unannounced. Note that you don’t have to invite someone to start an iMessage conversation in the Messages window. I’m talking either an IM chat or an existing IM chat room here.
If you want to join a chat already in progress, choose File⇒Go to Chat Room (or press +Control+G). Depending on the service being used, you might have to specify both the type of chat and the specific chat room name.
At this point, it’s time to draw your attention to the green phone and video icons next to each person in your Buddies list (as well as next to your own name at the top of the list). If the green phone icon appears next to both your name and your buddy’s name, you can enjoy a two-way audio (or voice) chat. If both you and your buddy (or buddies) are lucky enough to have FaceTime HD, USB webcams, or DV cameras connected to your Macs, you can jump into a real-time, two-way video chat room, complete with audio. Time for a very important Mark’s Maxim that’s violated a surprising number of times:
Always wear a shirt while chatting with video, no matter your impressive physique. Always.
To invite someone to a simple text-only IM chat, click the desired buddy from the Buddies list, click Buddies, and choose Start New Chat. (Using the mouse, right-click the buddy in the list and choose Send Instant Message.)
To invite someone to an IM audio chat, choose Buddies⇒Invite to Audio Chat. To invite a buddy to an IM video chat, choose Buddies⇒Invite to Video Chat. You can also click directly on the phone or camera icon next to the person’s name in your Buddies list.
The recipient of your IM audio or video chat invitation can decline or accept your chat invitation. You’re notified (as delicately as possible) if the chat has been declined. After you invite someone to chat (or you opt to simply send an IM), the action switches to the Messages window (for text chats) or to a separate window (for audio and video chats). For text chats, simply type in the text box at the bottom of the Messages window and press Return to send the message.
If you’d like to add a smiley (often called an “emoticon”) to your message, click the Smileys drop-down menu at the right of the text box (as shown in Figure 3-4) and choose just the right symbol. (You can also choose Edit⇒Insert Smiley.)
If someone invites you to an audio or a video chat, you get the opposite side of the coin: A prompt dialog appears, and you can choose to accept or decline the invitation. (If it’s a video chat, you even get a video preview of the person inviting you.)
You can also change fonts and colors while composing a line of text. Simply select the text, and choose Format⇒Show Fonts or Format⇒Show Colors. (Press +T or +Shift+C to display the Font panel and Color Picker, respectively.) These windows can be resized and moved wherever you like, as shown earlier in Figure 3-4.
Messages doesn’t limit you to just a chat between computers! You can also choose to ship off an email message from Messages. Click a person in the Buddies list, then click the Buddies menu, and choose Send Email to automatically launch Apple Mail (or your default email application).
When the Messages window is active, you can make a number of display choices from the View menu. Click the Messages item in the View menu to display these options:
If you’re holding multiple conversations in the Messages window, you can switch between windows by clicking the desired conversation in the Conversation list to make it active. To close an IM chat or an iMessage conversation, click a conversation in the list to select it and then click the Close button that appears (it bears an X symbol).
So you’d like to send and receive those free iMessages I mention earlier with your sister in Poughkeepsie? As long as she has a Mac of her own (or a snazzy Apple device running iOS 5 or later) and a network, Wi-Fi, or 3G/4G/LTE connection, you’re ready to go.
Click the Compose New Message icon at the top of the Messages window (next to the Search box) to start a new conversation. The cursor appears in the To field, and you can make these choices:
From this point on, an iMessage conversation is similar to an IM chat; Figure 3-5 illustrates an iMessage conversation in progress. Type the desired text in the box at the bottom of the window, and press Return to send your iMessage. To close a conversation, right-click the offending conversation in the list and choose Close Conversation. (To delete a conversation entirely, hover your pointer on the conversation and click the X button that appears at the right of the conversation entry. You can also right-click the conversation entry and choose Delete Conversation from the pop-up menu.)
In previous versions of Messages, Mac owners were limited to sending instant messages and iMessages (and only to other Apple computers and devices). With the advent of Yosemite, however, your Mac is now capable of using your iPhone’s cellular texting plan to send and receive standard SMS (Short Message Service) and MMS (Multimedia Message Service) text messages with all sorts of devices! Apple calls this feature Handoff — I call it downright magical, especially since all the complexity of transferring cellular data between iPhone and Mac is automatic. (Handoff even allows you to make and answer iPhone calls from your Mac, as I cover at the end of this chapter.)
Naturally, there are requirements — aren’t there always? In order to send SMS/MMS texts, you need the following:
In order to use Handoff, you’ll need iOS 8 running on an iPhone 5 (or later), a fourth-generation iPad (or later), any iPad mini, or a fifth-generation iPod touch (or later). On the Mac side, you must have a 2012 model Mac (or later) running OS X Yosemite.
After everything is configured properly, sending and receiving SMS/MMS text messages works just like sending and receiving iMessages. (As I’ve said many times before in my books, I like easy.) SMS/MMS texts sent to your iPhone’s telephone number appear as conversations at the left side of the Messages window. To start a new conversation using SMS/MMS, type a telephone number directly into the To field or choose a contact that includes a telephone number.
How often have you wanted to show someone a neat new application or lead your Aunt Mildred through the paces of setting up an Apple TV connection on her system? That’s the idea behind the ultimate collaboration tool Sharing Screens, where you can watch (or even remotely control) the display on another person’s Mac, across any broadband Internet or local network connection.
Screen Sharing must be turned on for you to send or receive sharing invites. Choose Video⇒Screen Sharing Enabled. A check mark appears next to the menu item when the feature is enabled.
If a buddy invites you to share a screen, you receive a prompt that you accept or decline. (You can also request to share a buddy’s screen by choosing Buddies⇒Ask to Share Screen.) If you accept the sharing invitation, Messages automatically initiates an audio chat (so you can gab away to each other while things are happening onscreen). Suddenly, you’re seeing the Desktop and applications that your buddy is running, and you can both control the pointer and left- or right-click.
Throughout the screen-sharing session, Messages maintains a translucent panel on your screen that has three buttons:
To invite a buddy to share your screen, choose Buddies⇒Share My Screen.
To send a file to a Buddy via instant messaging, click the desired entry in the Buddy list and choose Buddies⇒Send File. Alternatively, you can do any of these:
How’s that for convenience? No matter how you start the transfer, a dialog appears to indicate that the recipient is being offered a file transfer request. If the file transfer request is accepted by your buddy, the transfer begins and is saved where the recipient specifies on his or her system.
If a buddy sends you a file, the Incoming File Request pane appears. You can then either click the Decline button (to decline the file transfer) or the Save File button (to save the incoming file to any spot on your system).
To send a file during an iMessage or MMS conversation, choose Buddies⇒Send File, use the +Option+F keyboard shortcut, or drag the file from a Finder window and drop it into the text box in the Messages window.
Here I need to explain something that I hope you won’t have to use — what I like to call the Turkey Filter. Messages is a little more subtle. You just ignore people.
To ignore someone in a chat group, click the person’s name in the list and choose Buddies⇒Ignore person. When someone is ignored in a chat group, you don’t see anything that person types and you don’t have to respond to any file transfer requests from that person.
If only it were that easy to ignore someone when he or she is standing close to you.
Anyway, if the person becomes a royal pain, you can also choose to block that person entirely. That way, the offensive cur doesn’t even know that you’re online and can’t reach you at all. Click the person in the list, and choose Buddies⇒Block person — the deed is done.
Our esteemed Apple software developers decided to bring a little Hollywood special effects flash to Messages with video backdrops. You can also use many of the special effects filters provided by Photo Booth to keep your video chat room laughing!
To add a video backdrop to your video feed, choose Video⇒Video Preview to display your stunning self in a live video feed; then choose Video⇒Show Video Effects. Use the scroll buttons to move to the backdrop thumbnails toward the end of the Effects library. When you click one, Messages prompts you to leave the frame for a few seconds so the plain background behind you can be correctly masked (just like those blockbuster special effects used in today’s films). When your background has been captured and masked, Messages prompts you to return to your spot, and you’ll see that your new static or animated backdrop is in place. Just plain cool!
“But, Mark, I want my own movies and photos for backgrounds!” No problem. Messages provides eight user-defined backdrop slots for your own selections at the end of the Video Effects collection. (Click the right scroll arrow in the Video Effects window until you reach the last page.) To add your own visuals, you can do any of these:
To try out a Photo Booth effect in Messages, choose Video⇒Video Preview to display your live video feed; then choose Video⇒Show Video Effects (or press +Shift+E). Figure 3-6 illustrates the Video Preview and Video Effects windows; click a video effect thumbnail to see how it looks on you in the Preview window! Effects range from simple Black & White to a Thermal Camera look, an Andy Warhol–style Pop Art display, and a number of really cool optical distortions (such as Twirl and Light Tunnel).
After you find just the right video effect, close the two windows and start chatting. If you decide you’d rather return your video persona to something more conventional, display the Video Effects window again and click the Original thumbnail (which appears in the center of each screen of thumbnails).
Although Messages’ standard video chat is downright nifty, it has limits: You’re confined to your IM buddies, and those folks may not have the necessary video hardware. With Apple’s FaceTime technology, however, you can audio-chat and video-chat with owners of iOS devices and Macs without the constraints of instant-messaging accounts — and if they can run FaceTime, they’re guaranteed to have the right video hardware.
At the time of this writing, these devices are FaceTime-compatible:
Mac owners running Snow Leopard 10.6.6 or later can also buy the FaceTime application from the Mac App Store.
To launch FaceTime, click the jaunty-looking video camera icon on the Dock. The first time you use the application, you must enter your Apple ID and your email address. The folks you chat with on the other end use that same email address to call you via FaceTime. (iPhone owners can be called using their telephone numbers as well.)
To initiate a call with any contact, click in the familiar Search box and begin typing the contact’s first or last name, and FaceTime displays the matching entries — alternately, click the plus sign icon at the right of the Search box to display your Contacts list. You can also enter an email address or phone number for a contact directly into the Search box. Click the camera icon for a video call, or click the telephone icon for an audio call, and the connection process begins. To return to the Contacts list and choose another person, click the X button that appears at the right side of the Search box.
Apple isn’t satisfied with a mere Contacts list, however. You can use two other methods of selecting someone to call:
When the call is accepted, you’ll see a large video window with a smaller picture-in-picture display (you can drag the smaller display to any desired spot in the window). The video from the other person fills the large window, and the video you’re sending to them appears in the small display, as shown in Figure 3-7.
Move your pointer into the FaceTime window, and you’ll see the window controls appear, as well as three icons at the bottom of the window:
You can switch between audio and calling using the Video and Audio buttons at the top of the FaceTime window — the Audio button allows you to search and call those folks who don’t have video cameras connected to their computers. (In my opinion, FaceTime audio calls offer better sound quality than a standard cell phone.)
Contacts who have FaceTime video hardware can also make and accept FaceTime audio calls.
Another new Yosemite feature that’s caused quite a stir is the capability to make and answer telephone calls on your Mac, again using your iPhone as a “bridge” between your iPhone’s cellular service and your computer. (Insert standing ovation here!)
Incoming calls to your iPhone appear as Notification Center alerts on your Yosemite Desktop (complete with the caller’s photos from Contacts, if she has one), allowing you to accept or decline the call. If you’re busy and can’t answer, you can optionally send the caller an iMessage or SMS text instead by clicking the down-arrow icon next to the Decline button. If you accept the call, you’ll see a call dialog appear onscreen that tracks the length of the call and allows you to mute the audio if necessary. To hang up, click the End button.
To place a call, click a phone number in Contacts, Calendar, or a web page in Safari, and Yosemite prompts you for confirmation before calling the number. If the person you’re calling answers, you’ll see the call dialog appear on your Desktop.