book

Microsoft® Outlook® 2007 Bible

Name: Microsoft® Outlook® 2007 Bible
Author: Peter G. Aitken
ISBN: 9780470046456

by Peter G. Aitken

April 2007

Beginner

622 pages

12h 40m

English

Wiley

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Copyright
About the Author
Credits
Acknowledgments
Introduction
Is This Book For You?How This Book Is OrganizedConventions Used in This Book
I. Getting Started
1. Getting Started with Outlook
1.1. Messaging1.2. Managing Contacts1.3. Scheduling1.4. Managing Information1.5. Mobile Service1.6. Categories1.7. Searching1.8. Getting News and Other Information1.9. Security1.10. Custom Solutions1.11. What's New1.11.1. New User Interface1.11.2. Instant Search1.11.3. To-Do Bar1.11.4. Color Categories1.11.5. Mail as Tasks1.11.6. Attachment Previewer1.11.7. Calendar Features1.11.8. RSS Feeds1.11.9. Automated Account Setup1.11.10. Anti-Spam and Anti-Phishing1.11.11. Email Postmarks1.12. Summary
2. Installing and Using Outlook
2.1. Your Outlook Installation2.1.1. Seeing Whether Outlook Is Installed2.1.2. Installing Outlook2.1.3. Activating Outlook2.1.4. Checking for Updates2.2. The Outlook Screen2.2.1. The Menus2.2.2. Menu Options2.2.3. The Toolbars2.2.4. Ribbons2.2.5. The Navigation Pane2.2.6. The To-Do Bar2.2.7. The Work Area2.3. Using Outlook Help2.3.1. Working with Topics2.3.2. Using the Table of Contents2.3.3. Using Search2.4. Summary
II. Working with Email
3. Working with Email Accounts
3.1. Setting Up Your Email Accounts3.1.1. Automatic Email Account Setup3.1.2. Manual Email Account Setup (POP and IMAP)3.1.2.1. If Your Account Settings Don't Work3.1.2.2. More Account Settings3.1.2.2.1. General3.1.2.2.2. Outgoing Server3.1.2.2.3. Connection3.1.2.2.4. Advanced3.1.2.2.5. Folders3.1.3. Manual Email Account Setup (Exchange Server)3.1.4. Manual Email Account Setup (HTTP)3.2. Modifying Account Settings3.3. Using Outlook Profiles3.3.1. Understanding Profiles3.3.2. Creating a New Profile3.3.3. Switching Profiles3.4. Summary

4. Fundamentals of Email
4.1. Composing and Sending Messages4.1.1. Quick Compose and Send4.1.2. Message Addressing Options4.1.3. Changing the Reply To Address4.1.3.1. Entering Recipients Manually4.1.3.2. Entering Recipients from Your Address Book4.1.3.2.1. Searching for Recipients4.1.4. Sending Attachments4.1.5. Saving Message Drafts4.2. Reading and Replying to Messages4.2.1. Reading a Message4.2.1.1. Marking Messages as Read or Unread4.2.1.2. Using the Reading Pane4.2.1.3. Other Actions for Received Messages4.2.2. Replying to and Forwarding Messages4.2.3. Working with Received Attachments4.2.3.1. Saving Attachments4.2.3.2. Viewing Attachments4.2.3.3. Opening Attachments4.3. Understanding the Inbox Display4.4. Summary
5. Formatting Your Email Messages
5.1. Message Format Options5.1.1. Changing Message5.2. Formatting Text5.2.1. Font Formatting5.2.2. Paragraph Formatting5.2.2.1. Multilevel Lists5.2.2.2. Sorting5.2.2.3. Line Spacing5.2.2.4. Show/Hide ¶5.2.2.5. Borders5.2.3. Using Quick Styles5.2.3.1. Applying a Style5.2.3.2. Defining a Style5.2.3.3. Modifying, Renaming, and Deleting a Style5.3. Using Themes and Stationery5.3.1. Applying an Outlook Theme to All New Messages5.3.2. Applying an Outlook Theme to a Single New Message5.3.3. Applying a Word Theme to a Message5.3.4. Customizing a Theme5.3.5. Creating Custom Font and Color Sets5.3.6. Changing the Page Background5.4. Creating and Using Signatures5.4.1. Creating and Editing Signatures5.4.2. Adding a Signature to a Message5.5. Summary
6. Working with Advanced Email Message Components and Editing Tools
6.1. Adding Objects to Messages6.1.1. Kinds of Email Message Objects6.1.2. Graphical Elements6.1.2.1. Images6.1.2.2. Clip Art6.1.2.3. Smart Art6.1.2.4. Charts6.1.2.5. Shapes6.1.2.6. WordArt6.1.3. Text Elements6.1.3.1. Hyperlinks and Bookmarks6.1.3.2. Equations6.2. Working with Tables6.2.1. Drawing a Table6.2.2. Inserting a Table6.2.3. Creating a Table in Excel6.2.4. Converting Text to a Table6.2.5. Using Quick Tables6.2.5.1. Saving a Quick Table6.2.5.2. Inserting a Quick Table6.3. Proofing and Editing Tools6.3.1. Checking Spelling and Grammar6.3.1.1. Spelling and Grammar Options6.3.2. AutoCorrect6.3.3. Other "Auto" Features6.3.3.1. Math AutoCorrect6.3.3.2. Smart Tags6.3.3.3. AutoFormat6.3.4. Checking Names6.3.5. Other Tools6.3.5.1. Find, Replace, and Go To6.4. Summary
7. Understanding Email Options
7.1. Setting Options for Individual Email Messages7.1.1. Changing the Send Account7.1.2. Saving Sent Items7.1.3. Sending Items with a Message7.1.3.1. Sending a Calendar7.1.3.2. Sending a Business Card7.1.4. Setting Message Importance and Sensitivity7.1.5. Setting Message Restrictions7.1.6. Flagging a Message for Follow-Up7.1.7. Assigning a Message to a Category7.1.8. Requesting Delivery and Read Receipts7.1.9. Delaying Delivery7.1.10. Setting a Message Expiration Date7.1.11. Using Signatures7.2. Setting Global Email Options7.2.1. Mail Preferences7.2.2. Advanced Email Options7.2.3. Tracking Options7.2.4. Mail Setup7.2.5. Mail Format7.3. Summary
8. Dealing with Junk Email
8.1. Understanding Junk Email Filtering8.2. Setting Junk Email Options8.2.1. Understanding Postmarking8.3. Blocking and Allowing Specific Addresses8.3.1. Defining Safe Senders8.3.2. Defining Safe Recipients8.3.3. Defining Blocked Senders8.3.4. International Junk E-mail Options8.4. Summary
9. Processing Messages with Rules
9.1. Understanding Email Rule Basics9.2. Creating a New Rule9.2.1. Selecting a Rule Template9.2.2. Editing a Rule Description9.2.3. Finishing the Rule9.2.4. Creating a Rule from a Blank Template9.3. Some Rule Examples9.3.1. Rule Example 19.3.2. Rule Example 29.3.3. Rule Example 39.4. Managing Rules9.5. Summary
III. Managing Information
10. Managing Your Contacts
10.1. Understanding Outlook Contacts10.2. The Contacts Window10.2.1. Adding a New Contact Group10.2.2. Customizing a Contacts View10.2.3. Finding Contacts10.3. Adding Contacts to the Address Book10.3.1. Adding a Contact Manually10.3.2. Adding a Contact from a Received Email10.3.3. Adding a Contact from an Outlook Contact10.3.4. Adding a Contact from a vCard File10.4. Working with Distribution Lists10.4.1. Creating a Distribution List10.4.2. Using Distribution Lists10.5. More About Contacts10.5.1. The Contact Form10.5.1.1. Full Name10.5.1.2. Phone Numbers10.5.1.3. Addresses10.5.1.4. Picture10.5.1.5. Email Addresses10.5.1.6. Notes10.5.2. Other Contact Displays10.5.2.1. Details10.5.2.2. Certificates10.5.2.3. All Fields10.5.3. Editing the Business Card10.5.4. Dialing the Phone10.5.5. Sending Contact Information by Email10.5.5.1. Sending Contact Information in Outlook Format10.5.5.2. Sending Contact Information in vCard Format10.5.5.3. Sending Contact Information from the Contact Form10.5.6. Other Contact Actions10.5.6.1. Viewing a Map of the Contact's Address10.5.6.2. Inviting the Contact to a Meeting10.5.6.3. Assigning a Task to a Contact10.5.6.4. Viewing the Contact's Web Page10.5.6.5. Tagging a Contact for Follow Up10.6. Performing a Mail Merge from Your Contacts10.7. Working with Multiple Address Books10.8. Setting Contact Options10.9. Summary
11. Working with the Calendar
11.1. Understanding the Outlook Calendar11.2. Using the Calendar11.2.1. Working with Calendar Views11.2.1.1. Using the Calendar Day View11.2.1.2. Using the Calendar Week View11.2.1.3. Using the Calendar Month View11.2.2. Using the To-Do Bar with Appointments11.3. Working with Appointments11.3.1. Creating a Simple Appointment11.3.2. Editing and Deleting Appointments11.3.3. Appointment Options11.3.3.1. Scheduling Recurring Events11.3.3.2. Using Appointment Reminders11.3.3.3. Inviting Meeting Attendees11.3.3.4. Using Other Time Zones11.3.3.5. Forwarding an Appointment11.3.3.6. Assigning Appointments to Categories11.3.3.7. Setting Appointment Importance11.3.3.8. Marking an Appointment as Private11.3.3.9. Determining How an Appointment Displays on the Scheduling Page11.4. Searching the Calendar11.5. Sharing Your Calendar with Others11.5.1. Sending a Calendar Snapshot11.5.2. Publishing a Calendar to Microsoft Office Online11.5.3. Publishing a Calendar to a Web Server11.5.4. Inviting Others to View Your Calendar11.5.5. Other Actions with Published Calendars11.6. Subscribing to Internet Calendars11.6.1.11.6.1.1. Using Overlay Mode11.7. Setting Calendar Options11.8. Summary
12. Working with Schedules and Meetings
12.1. Understanding Scheduling12.2. Creating a Meeting12.2.1. Meeting Request Options12.2.2. Using the Scheduling Window12.2.2.1. Setting Scheduling Options12.2.3. Responding to Meeting Invitations12.2.4. Tracking Meeting Invitations12.3. Working with Existing Meetings12.4. Setting Meeting Options12.5. Creating and Using a Meeting Workplace12.6. Summary
13. Working with Outlook Notes
13.1. Understanding Outlook Notes13.2. Creating a Note13.3. Opening and Editing a Note13.4. Using Notes View13.4.1. Changing Notes Display13.4.2. Using the Current View List13.5. Searching Notes13.6. Setting Notes Options13.7. Summary
14. Using the Journal
14.1. Understanding the Journal14.2. Using Journal View14.2.1. Changing Journal View14.2.1.1. By Contact View14.2.1.2. Entry List View14.2.1.3. Other Journal Views14.3. Creating a Manual Journal Entry14.4. Searching the Journal14.5. Specifying What's Saved in Journal Entries14.6. Summary
15. Keeping Track of Tasks
15.1. Understanding Tasks15.2. Using the Task View15.2.1. Task Timeline View15.2.2. To-Do List View15.3. Creating a New Task15.3.1. Entering Task Details15.3.2. Assigning a Task15.3.3. Specifying Task Recurrence15.4. Working with Assigned Tasks15.4.1. Receiving a Task Assignment15.4.2. Receiving Accept/Decline Notifications15.4.3. Task Status Reports15.4.4. Sending a Status Report Manually15.5. Other Ways of Viewing Tasks15.5.1. Viewing Tasks on the To-Do Bar15.5.2. Viewing Tasks on the Calendar15.6. Setting Task Options15.7. Summary
16. Making Use of RSS Feeds
16.1. Understanding RSS16.2. Subscribing to an RSS Feed16.3. Displaying RSS Feeds16.4. Deleting and Changing RSS Feeds16.5. Importing or Exporting Groups of RSS Feeds16.5.1. Exporting RSS Feed Information16.5.2. Importing RSS Feed Information from an OPML File16.5.3. Importing RSS Feed Information from the Common Feed List16.6. Summary
IV. Getting the Most Out of Outlook
17. Making the Most of Outlook Categories
17.1. Understanding Categories17.2. Working with the Category List17.3. Assigning Categories to Items17.4. Organizing Items by Category17.5. Filtering Items by Category17.6. Sending Messages with Categories17.7. Using a Quick Click Category17.8. Summary
18. Working with Outlook Folders and Data Files
18.1. Understanding Files and Folders18.2. Outlook Data Files18.2.1. Outlook Data File Compatibility18.2.2. Offline Folders File18.3. Working with Outlook Folders18.3.1. Outlook's Default Folders18.3.2. Creating a New Email Folder18.3.3. Creating a New Non-Email Folder18.3.4. Organizing Folders in Groups18.3.4.1. Creating a New Group18.3.4.2. Working with Groups18.3.5. Working with Folders, Groups, and Items18.3.5.1. Viewing Folder Contents18.3.5.2. Moving or Copying Items18.3.5.3. Moving, Copying, Deleting, and Renaming Folders18.4. Creating a New Personal Folders File18.4.1. Setting Personal Folder File Options18.5. Using the Search Folders18.5.1. The Default Search Folders18.5.2. Adding a Predefined Search Folder18.5.3. Adding a Custom Search Folder18.6. Using Favorite Folders18.7. Using the Deleted Items Folder18.8. AutoArchiving Outlook Items18.8.1. Deciding What Gets Archived, and When18.8.2. Setting AutoArchive Options for Individual Folders18.9. Setting Other Folder Options18.10. Backing Up Outlook Data18.10.1. Back Up Your Entire PST File18.11. Summary
19. Customizing Outlook to Suit the Way You Work
19.1. Customizing the Outlook Screen19.1.1. Changing the Size of Screen Elements19.1.2. Customizing the Navigation Pane19.1.3. Customizing Other Screen Elements19.2. Customizing Toolbars19.2.1. Hiding and Displaying Toolbars19.2.2. Positioning the Toolbars19.2.3. Adding and Removing Toolbar Buttons19.2.4. Advanced Toolbar Customization19.3. Customizing Menus19.4. Other Customization Options19.5. Defining Custom Views19.5.1. Customizing the Current View19.5.1.1. Fields19.5.1.2. Group By19.5.1.3. Sort19.5.1.4. Filter19.5.1.5. Other Settings19.5.1.6. Automatic Formatting19.5.1.7. Format Columns19.5.1.8. Reset Current View19.6. Customizing Outlook Today19.7. Summary
20. Managing Security Issues
20.1. Protecting Against Viruses20.1.1. On-Demand Email Scan20.2. Dealing with Attachments20.2.1. Automatically Blocked Attachments20.2.2. Other Attachment Types20.2.3. Sending Blocked File Types20.3. Macro Security20.4. Using Certificates and Digital Signatures20.4.1. Obtaining a Digital ID20.4.2. Importing/Exporting Digital IDs20.4.3. Receiving Digitally Signed Messages20.4.4. Obtaining Other People's Public Keys20.4.5. Encrypting and Digitally Signing Messages20.4.6. Encrypting Messages20.4.7. Digitally Signing Messages20.5. HTML Message Dangers20.6. Summary
21. Using Outlook with Other Applications
21.1. Sending Email from Office Applications21.2. Pasting Office Application Data into Email Messages21.3. Creating Mailings Using Outlook Contacts21.4. Summary
V. Programming Outlook
22. Writing Macros and Visual Basic Code in Outlook
22.1. Understanding Macros22.2. The Macros Dialog Box22.3. The VBA Editor22.4. Security and Macros22.5. Assigning Macros to Menus and Toolbars22.6. Debugging Macros22.6.1. Working with Breakpoints22.6.2. Using Watches22.6.3. The Locals Window22.6.4. Controlling Macro Execution22.7. What's Next?22.8. Summary
23. Getting Started with VBA
23.1. Basic VBA Syntax23.1.1. Code Comments23.2. Storing Data23.2.1. Variables23.2.2. Numeric Variables23.2.3. String Variables23.2.4. Constants23.2.5. Boolean Variables23.2.6. Date Variables23.2.7. The Variant Type23.2.8. Object Variables23.2.9. Arrays23.2.9.1. Static Arrays23.2.9.2. Dynamic Arrays23.2.10. User-Defined Types23.2.11. Enumerations23.3. Using Operators23.3.1. The Assignment Operator23.3.2. The Mathematical Operators23.3.3. The String Operator23.3.4. The Comparison Operators23.3.5. The Logical Operators23.3.6. Operator Precedence and Parentheses23.4. Writing Conditional and Loop Statements23.4.1. Using Loop Statements23.4.1.1. For...Next23.4.1.2. For Each...Next23.4.1.3. Do...Loop23.4.2. Using Conditional Statements23.4.2.1. If...Then...Else23.4.2.2. Select Case23.5. Writing Procedures23.5.1. Subs versus Functions23.5.2. Passing Arguments to Procedures23.5.3. Calling Procedures23.5.4. Understanding Procedure Variables23.5.5. Creating a Procedure23.5.6. Procedures versus Macros23.6. Interacting with the User23.6.1. The MsgBox Function23.6.2. The InputBox Function23.7. Summary
24. Understanding the Outlook Object Model
24.1. Understanding Office Objects24.1.1. Creating Object References24.1.2. Working with Collections24.1.3. Using Named Constants24.2. The Outlook Object Model Hierarchy24.2.1. The Application Object24.2.2. The Namespace Object24.2.3. Getting References to Outlook Folders24.2.3.1. Referencing Default Folders24.2.3.2. Referencing User-Created Folders24.2.4. Working with Folder Items24.3. Programming Email Items24.3.1. Working with Received Messages24.3.1.1. Moving Selected Messages24.3.1.2. Dealing with Attachments24.3.2. Creating and Sending Messages24.3.2.1. Creating a New Message24.3.2.2. Addressing the Message24.3.2.3. Adding Attachments to a Message24.3.2.4. Completing and Sending a Message24.4. Programming Calendar Items24.4.1. Creating a New Appointment24.4.2. Accessing Existing Appointments24.4.3. A Calendar Demonstration24.5. Summary
25. Programming Outlook with VBA: Some Examples
25.1. Organizing Email Messages Based on Subject25.1.1. Some Possible Changes25.1.2. Using the Application25.1.3. Adding the Code to Your Outlook Project25.2. Creating a Summary of Upcoming Appointments25.3. Summary
26. Working with Outlook Forms
26.1. Understanding Outlook Forms26.2. Designing a Form26.2.1. Starting a New Form26.2.2. Modifying a Form26.2.3. Form Structure26.2.4. Working with Pages26.2.5. Page Properties26.2.6. Adding Fields to a Form26.2.7. Working with Controls26.2.7.1. Adding Controls Manually26.2.7.2. Selecting, Sizing, and Moving Controls26.2.7.3. Aligning Controls26.2.7.4. Automatic Alignment and Sizing of Controls26.2.7.5. Other Size and Position Tools26.2.7.6. Working with the Z-Order26.2.7.7. Changing the Tab Order26.2.8. Working with Control Properties26.2.8.1. Accessing Control Properties26.2.8.2. Common Control Properties26.2.8.3. The Value Properties26.3. Testing a Form26.4. Publishing a Form26.5. Summary
27. Going Beyond Basic Forms
27.1. Using Custom Fields27.1.1. Planning a Custom Field27.1.2. Creating a Custom Field27.1.2.1. Using the Field Chooser to Define a New Field27.1.2.2. Adding a Control First27.2. Using Read and Compose Modes27.3. Working with Fields27.3.1. Shared Fields27.3.2. Creating Combination Fields27.3.3. Using Formula Fields27.3.4. Validating User Input27.4. Setting Form Properties27.5. Understanding the Actions Page27.6. Using VBScript in Your Forms27.7. Summary
VI. Additional Topics
28. Using Outlook with Exchange Server
28.1. Understanding Exchange Server28.2. Understanding Offline Folders Files28.2.1. Using Cached Exchange Mode28.2.2. Working Offline28.3. Configuring Outlook for Exchange Server28.3.1. Setting General Properties28.3.2. Setting Advanced Properties28.3.3. Setting Security Properties28.3.4. Setting Connection Properties28.3.5. Setting Remote Mail Properties28.4. Voting28.4.1. Requesting a Vote28.4.2. Responding to a Voting Request28.4.3. Tallying the Votes28.4.4. Setting Vote Tracking Options28.5. Recalling Sent Messages28.6. Using Forms with Exchange28.6.1. Publishing a Form28.6.2. Using a Form28.7. Working with Outlook's Group Schedules28.7.1. Creating a Group Schedule28.7.2. Using Group Schedules28.7.2.1. Scheduling Meetings28.7.2.2. Sending Email to Group Members28.7.2.3. Setting Group Schedule Options28.7.2.4. Other Group Schedule Actions28.8. Delegating Outlook Tasks28.8.1. Creating Delegates28.8.2. Working as an Assistant28.8.2.1. Opening Another User's Folder28.8.2.2. Sending Email on Behalf of Another User28.8.2.3. Scheduling on Behalf of Another User28.8.3. Granting Folder Access28.9. Using Remote Mail28.9.1. Using Remote Mail on a LAN28.10. Summary
29. Using Outlook with SharePoint Services
29.1. Understanding SharePoint Services29.2. Working with Shared Contacts29.2.1. Viewing Shared Contacts29.2.2. Linking the Shared Contacts List to Outlook29.3. Working with the Shared Calendar29.3.1. Linking a Shared Calendar to Outlook29.4. Working with Alerts29.5. Summary

Overview

Discover all the ways Outlook can make your life with this book. In the handy package that is Outlook, you get the tools you use constantly: e-mail, a calendar and appointment book, a contacts list, a to-do list, and more. Learn to use them together, and you have a sophisticated system for managing your day. This complete A-to-Z guide can teach you, whether you’re just venturing into Outlook or are ready to customize and tweak it with VBA programming.

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