Microsoft® Office Outlook® 2007 Inside Out

Book description

Get expert advice and learn how to master Microsoft® Office Outlook® 2007—from the inside out! This book packs hundreds of timesaving solutions, troubleshooting tips, and workarounds, all in concise, fast-answer format. Includes a companion CD.

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Table of contents

  1. Microsoft® Office Outlook® 2007 Inside Out
    1. SPECIAL OFFER: Upgrade this ebook with O’Reilly
    2. A Note Regarding Supplemental Files
    3. Acknowledgments
      1. From Jim Boyce
      2. From Beth Sheresh and Doug Sheresh
    4. We’d Like to Hear from You!
    5. Introduction
      1. Who This Book Is For
      2. How This Book Is Organized
        1. Part 1—Working with Outlook
        2. Part 2—E-Mail and Other Messaging
        3. Part 3—Working with Contacts
        4. Part 4—Managing Your Time and Tasks
        5. Part 5—Customizing Outlook
        6. Part 6—Managing and Securing Outlook
        7. Part 7—Collaboration
        8. Part 8—Working with Office Server and SharePoint Services
        9. Part 9—Using Outlook with Exchange Server
        10. Part 10—Mobility
        11. Companion CD
    6. About the CD
      1. What’s on the CD?
      2. System Requirements
      3. Support Information
    7. Conventions and Features Used in This Book
      1. Text Conventions
      2. Design Conventions
    8. 1. Working with Outlook
      1. 1. What’s New in Outlook 2007
        1. A New Interface
          1. The Ribbon
          2. The Navigation Pane
          3. The To-Do Bar
          4. Other Interface Changes
        2. Instant Search
        3. Calendar Changes
        4. E-Mail Changes
        5. Color Categories
        6. Collaboration and Sharing Improvements
          1. Integration with Office SharePoint Server
          2. Shared Calendars
          3. Shared Business Cards
        7. And More...
      2. 2. Outlook Overview and Startup
        1. Overview of Outlook
          1. Messaging
            1. Exchange Server
            2. Internet E-Mail
            3. HTTP-Based E-Mail
            4. Fax Send and Receive
            5. Extensible E-Mail Support
          2. Scheduling
          3. Contact Management
          4. Task Management
          5. Tracking with the Outlook Journal
          6. Organizing Your Thoughts with Notes
        2. How Outlook Stores Data
          1. Personal Folders—.pst Files
          2. Options for Working Offline
          3. Sharing Storage Files
        3. Understanding Messaging Protocols
          1. SMTP/POP3
          2. IMAP
          3. MAPI
          4. LDAP
          5. NNTP
          6. HTML
          7. MIME
          8. S/MIME
          9. MHTML
          10. iCalendar, vCalendar, and vCard
        4. Security Provisions in Outlook
          1. Protection Against Web Beacons
          2. Attachment and Virus Security
          3. Macro Viruses
          4. Digital Signatures
          5. Message Encryption
          6. Security Labels
          7. Understanding Outlook Service Options
        5. Options for Starting Outlook
          1. Normal Startup
          2. Safe Mode Startup
          3. Starting Outlook Automatically
          4. Adding Outlook to the Quick Launch Bar
          5. Changing the Outlook Shortcut
          6. Using RUNAS to Change User Context
          7. Startup Switches
          8. Choosing a Startup View
          9. Creating Shortcuts to Start New Outlook Items
      3. 3. Configuring Outlook Profiles and Accounts
        1. Understanding the Outlook 2007 Startup Wizard
        2. Configuring Accounts and Services
        3. Understanding Profiles
          1. Creating Profiles
            1. Creating a Profile from Scratch
            2. Copying a Profile
            3. Modifying or Removing a Profile
            4. Creating Multiple Profiles
          2. Switching Profiles
          3. Specifying the Startup Profile
        4. Configuring Online and Offline Data Storage
          1. Personal Folders and Offline Folders
          2. Adding Other Data Stores
          3. Removing Data Stores
          4. Configuring Offline Storage
            1. Using an .ost File
          5. Configuring Cached Exchange Mode
          6. Changing Your Data Storage Location
          7. Setting Delivery Options
      4. 4. Working in and Configuring Outlook
        1. Understanding the Outlook Folders
        2. Working with the Standard Outlook Views
          1. Outlook Today
          2. Inbox
            1. Previewing Messages
            2. Customizing the Inbox View
              1. Adding and Removing Columns
              2. Changing Column Order
              3. Changing Column Names
              4. Changing Column Width
              5. Changing Column Alignment
              6. Changing Column Data Format
              7. Grouping Messages
          3. Calendar
            1. Working with the Schedule
            2. Using the Calendar’s Reading Pane
            3. Using the Task List
            4. Using the Date Navigator
            5. Customizing the Calendar View
          4. Contacts
            1. Customizing the Contacts View
          5. Tasks
            1. Customizing the Tasks View
          6. Notes
          7. Deleted Items
          8. Choosing the Startup View
        3. Using Other Outlook Features
          1. Using the Navigation Pane
            1. Using Objects in the Navigation Pane
            2. Controlling the Navigation Pane’s Appearance
          2. Using the Outlook Toolbars
          3. Using the Ribbon
          4. Using Multiple Outlook Windows
          5. Using the Folder List
          6. Using the Status Bar
          7. Using the Reading Pane
          8. Using AutoPreview
          9. Using the InfoBar
        4. Configuring Outlook Options
          1. Preferences Tab
          2. Mail Setup Tab
          3. Mail Format Tab
          4. Spelling Tab
            1. Checking Spelling
            2. Using AutoCorrect
            3. Editing a Custom Spelling Dictionary
            4. Using International Dictionaries
          5. Other Tab
            1. Defining the Default Program for E-Mail, Contacts, and the Calendar
            2. Processing Deleted Items
            3. Setting Up AutoArchive
            4. Customizing Outlook Panes
            5. Setting Up Person Names
            6. Setting Advanced Options
            7. Configuring Reminder Options
            8. Custom Forms
            9. Setting Service Options
          6. Delegates Tab
          7. Voice Mail Tab
        5. Using Outlook on the Web
          1. Browsing the Web with Outlook
          2. Connecting to Exchange Server with HTTP
        6. Accessing Your Mail Through a Browser
        7. Configuring Windows Settings for Outlook
          1. Display Settings
          2. Regional Settings
          3. Time Synchronization
        8. Using Add-Ins
        9. Using Outlook Effectively
      5. 5. Creating and Using Categories
        1. Understanding Categories
        2. Customizing Your Category List
        3. Assigning Categories to Outlook Items
          1. Assigning Categories to Existing Outlook Items
          2. Assigning a Quick Click Category
          3. Assigning Categories Automatically
        4. Modifying Categories and Category Assignments
          1. Changing Existing Categories
          2. Changing Category Assignments
          3. Changing Category Assignments of Multiple Items at One Time
        5. Organizing Data with Categories
        6. Viewing Selected Categories Only
        7. Sharing a Category List
          1. Sharing Categories with a Registry File
          2. Sharing Categories with E-Mail
        8. Using Categories Effectively
    9. 2. E-Mail and Other Messaging
      1. 6. Managing Address Books and Distribution Lists
        1. Understanding Address Books
          1. Outlook 2007 Address Book
          2. Global Address List (GAL)
          3. LDAP (Internet Directory Services)
          4. Other Address Lists
        2. Configuring Address Books and Addressing Options
          1. Setting the Contacts Display Option for the OAB
          2. Removing Contacts Folders from the OAB
          3. Setting Other Addressing Options
            1. Selecting the Default Address Book for Lookup
            2. Specifying the Default Address Book for New Entries
            3. Specifying How Names Are Checked
          4. Creating Address Book Entries
          5. Modifying Addresses
          6. Removing Addresses
        3. Finding People in the Address Book
        4. Using AutoComplete for Addresses
          1. Deleting a Name from the AutoComplete Cache
          2. Deleting the Entire Cache
        5. Using Distribution Lists
          1. Creating Distribution Lists
          2. Modifying a Distribution List
          3. Renaming a Distribution List
          4. Deleting a Distribution List
          5. Hiding Addresses when Using a Distribution List
          6. Distribution Lists for Multiple Address Fields
          7. Using Distribution Lists on a Server
            1. Adding a Server-Side Distribution List to Contacts
        6. Automatically Adding Addresses to the Address Book
        7. Using the Mobile Address Book
      2. 7. Using Internet Mail Accounts
        1. Using Internet POP3 E-Mail Accounts
          1. Configuring General Settings for Internet Accounts
          2. Configuring Outgoing Server Settings for Internet Accounts
          3. Configuring Connection Settings for Internet Accounts
          4. Configuring Advanced Settings for Internet Accounts
          5. Controlling Where Outlook Stores POP3 Messages
        2. Using IMAP Accounts
          1. Controlling Where Outlook Stores IMAP Messages
        3. Using Outlook with CompuServe
          1. Configuring Outlook for Classic CompuServe Accounts
          2. Configuring Outlook for CompuServe 2000 Accounts
        4. Using Hotmail and Other HTTP-Based Services
          1. Using Outlook with Hotmail Accounts
          2. Establishing a Hotmail Account
          3. Understanding Where Outlook Stores HTTP Messages
          4. Using Outlook with Prodigy
          5. Using Outlook with MSN
        5. Using Multiple Accounts
          1. Sending Messages Using a Specific Account
          2. Separating Incoming Messages by Account
        6. Keeping a Copy of Your Mail on the Server
        7. Setting Your Own Computer as the Outgoing Mail Server
        8. Viewing Full Message Headers
      3. 8. Sending and Receiving Messages
        1. Working with Messages
          1. Opening a Standard Message Form
          2. Addressing Messages
          3. Including Carbon Copies and Blind Carbon Copies
          4. Copying Someone on All Messages
          5. Using Templates and Custom Forms for Addressing
          6. Specifying Message Priority and Sensitivity
          7. Saving a Message to Send Later
          8. Setting Sending Options
          9. Controlling When Messages Are Sent
          10. Requesting Delivery and Read Receipts
          11. Using Message Tracking and Receipts Options
          12. Sending a Message for Review
          13. Replying to Messages
          14. Forwarding Messages
          15. Using Other Reply and Forwarding Options
          16. Deleting Messages
        2. Controlling Synchronization and Send/Receive Times
          1. Setting Up Send/Receive Groups
            1. Creating New Groups
            2. Modifying Existing Groups
          2. Limiting Message Size
          3. Scheduling Send/Receive Synchronization
            1. Configuring Send/Receive Schedules
            2. Disabling Scheduled Send/Receive Processing
        3. Configuring Other Messaging Options
          1. Setting Up Notification of New Mail
          2. Using Message Alerts
          3. Controlling Dial-Up Account Connections
          4. Formatting Internet and International Messages
            1. Setting Internet Format
            2. Setting International Options
        4. Managing Messages and Attachments
          1. Saving Messages Automatically
          2. Retaining a Copy of Sent Messages
          3. Working with Attachments
            1. Previewing Attachments
            2. Viewing Attachments
            3. Saving Attachments to a Disk
          4. Saving Messages to a File
          5. Configuring Message Handling
          6. Moving and Copying Messages Between Folders
      4. 9. Beyond Simple Text Messages
        1. Formatting Text in Messages
          1. Formatting Lists
          2. Options on the Format Text Tab
          3. Working with Styles
            1. Using Style Sets
            2. Creating a Custom Style Set
        2. Using Tables
          1. Inserting a Table in a Message
          2. Working with Tables
          3. Working with Quick Tables
        3. Using Special Text Features
          1. Quick Parts
          2. Drop Cap
          3. Date & Time
          4. Text Box
          5. WordArt
          6. Object
        4. Including Illustrations in Messages
          1. Inserting a Picture from a File
          2. Inserting Clip Art
          3. Inserting Shapes
          4. Inserting a Chart
            1. Design Tab
            2. Layout Tab
            3. Format Tab
          5. Inserting SmartArt
            1. Design Tab
            2. Format Tab
        5. Using Symbols in a Message
          1. Inserting an Equation
          2. Inserting a Symbol
          3. Inserting a Horizontal line
        6. Working with Hyperlinks
          1. Inserting Hyperlinks
          2. Inserting Hyperlinks to Files or Web Pages
          3. Inserting a Hyperlink to a Place in the Current Message
          4. Inserting a Hyperlink to a New Document
          5. Inserting a Hyperlink to an E-Mail Address
          6. Removing a Hyperlink
          7. Inserting Bookmarks
        7. Including Other Items in a Message
          1. Attaching Files
          2. Inserting Files in the Body of a Message
          3. Including an Outlook 2007 Item
          4. Attaching a Business Card to a Message
          5. Including a Calendar
        8. Customizing the Appearance of Your Messages
          1. Understanding How Outlook Formats Messages
            1. Office Themes
            2. Legacy Themes
            3. Stationery
            4. Style Sets
          2. Using Themes to Customize Your Messages
            1. Colors
            2. Fonts
            3. Effects
            4. Page Color
          3. Creating a Custom Theme
          4. Using Stationery to Customize Your Messages
          5. Creating a Custom Message Appearance
        9. Using Signatures
          1. Understanding Message Signatures
          2. Defining Signatures
          3. Adding Signatures to Messages
          4. Backing Up Your Signatures
        10. Using the Proofing and Research Tools
          1. Configuring Research Options
      5. 10. Finding and Organizing Messages
        1. Finding and Organizing Messages with Search Folders
          1. Using Search Folders
          2. Customizing Search Folders
          3. Creating a New Search Folder
        2. Flagging and Monitoring Messages and Contacts
          1. Flagging Received and Previously Sent Messages
          2. Flagging Outgoing Messages
          3. Viewing and Responding to Flagged Messages
          4. Flagging Contact Items
        3. Grouping Messages by Customizing the Folder View
        4. Filtering a View Using Categories
        5. Managing E-Mail Effectively
      6. 11. Processing Messages Automatically
        1. Understanding Message Rules
        2. Creating and Using Rules
          1. Creating New Rules
          2. Applying Rules to Specific Folders or All Folders
          3. Copying Rules to Other Folders
          4. Creating Rules Based on Existing Messages
          5. Creating Rules That Use OR Logic
          6. Modifying Rules
        3. Controlling Rules
          1. Setting Rule Order
          2. Stopping Rules from Being Processed
          3. Disabling and Removing Rules
        4. Sharing Rules with Others
        5. Backing Up and Restoring Rules
        6. Using the Organize Pane to Create Rules
        7. Using Rules to Move Messages Between Accounts
        8. Running Rules Manually and in Specific Folders
      7. 12. Managing Junk E-Mail
        1. How Outlook 2007 Junk E-Mail Filtering Works
          1. No Automatic Filtering
          2. Low
          3. High
          4. Safe Lists Only
          5. Understanding How Outlook 2007 Uses the Filter Lists
          6. Deleting Instead of Moving Messages
          7. Postmarking Messages
        2. How Outlook 2007 Phishing Protection Works
        3. Enabling and Configuring Junk E-Mail Filtering
        4. Controlling Automatic Downloads
          1. Configuring Automatic Downloading of External Content
        5. Marking and Unmarking Junk E-Mail
        6. Creating Other Junk E-Mail Rules
        7. Other Spam Filtering Solutions
          1. Filtering in Exchange Server
          2. Using Third-Party Filters
        8. Managing Junk E-Mail Effectively
      8. 13. Automatically Responding to Messages
        1. Creating Automatic Responses with the Out Of Office Assistant
          1. Understanding Out Of Office Assistant Features
          2. Using the Out Of Office Assistant with Exchange Server 2003 and Earlier
          3. Using the Out Of Office Assistant for Exchange Server 2007
          4. Creating Custom Out Of Office Rules
        2. Creating Automatic Responses with Custom Rules
          1. Setting Up the Reply
          2. Creating Automatic Responses from Local Templates
          3. Creating Automatic Responses from the Server
      9. 14. Securing Your System, Messages, and Identity
        1. Configuring HTML Message Handling
        2. Protecting Messages with Digital Signatures
          1. Understanding Digital Certificates and Signatures
          2. Obtaining a Digital Certificate
          3. Copying a Certificate to Another Computer
            1. Backing Up Your Certificate
            2. Installing Your Certificate from a Backup
        3. Signing Messages
          1. Understanding S/MIME and Clear-Text Options
          2. Adding Your Digital Signature
          3. Setting Global Security Options
          4. Creating and Using Security Profiles
          5. Reading Signed Messages
          6. Changing Certificate Trust Relationships
          7. Configuring CA Trust
          8. Configuring CA Trust for Multiple Computers
          9. Viewing and Validating a Digital Signature
        4. Encrypting Messages
          1. Getting Ready for Encryption
            1. Swapping Certificates
            2. Obtaining a Recipient’s Public Key from a Public CA
          2. Sending Encrypted Messages
          3. Reading Encrypted Messages
          4. Importing Certificates from Outlook Express
        5. Protecting Data with Information Rights Management
          1. Using Microsoft’s IRM Service
          2. Viewing IRM-Protected Messages
          3. Working with Multiple Accounts
      10. 15. Receiving Messages Selectively
        1. Understanding Remote Mail Options
          1. Remote Mail in a Nutshell
          2. Setting Up for Remote Mail
        2. Working with Message Headers
          1. Downloading Message Headers
          2. Marking and Unmarking Message Headers
            1. Marking to Retrieve a Message
            2. Marking to Retrieve a Copy
            3. Marking to Delete a Message
            4. Unmarking a Message
          3. Processing Marked Headers
        3. Selective Downloading for POP3 Using Send/Receive Groups
          1. Retrieving Only Message Headers
          2. Retrieving Based on Message Size
          3. Keeping Messages on the Server
      11. 16. Using RSS Feeds
        1. Understanding RSS
        2. Configuring RSS
        3. Adding RSS Feeds to Outlook
        4. Using Your RSS Feeds
        5. Adding an OPML File to Outlook
        6. Managing Your RSS Feeds
        7. Setting RSS Properties
      12. 17. Using LDAP Directory Services
        1. Overview of LDAP Services
        2. Configuring a Directory Service Account in Outlook
          1. Setting the Search Base
        3. Configuring a Directory Service Account in Windows Mail
        4. Using LDAP to Find People
          1. Searching from Windows Mail
    10. 3. Working with Contacts
      1. 18. Creating and Managing Your Contacts
        1. Working with the Contacts Folder
        2. Creating a Contact Entry
          1. Creating Contact Entries from the Same Company
          2. Creating a Contact Entry from an E-Mail Message
          3. Copying an Existing Contact Entry
        3. Creating Other Contacts Folders
          1. Copying the Design of a Folder
        4. Working with Contacts
          1. Associating a Contact with Other Items and Documents
            1. Associating Contacts and Documents
            2. Removing a Link
          2. Assigning Categories to Contacts
          3. Resolving Duplicate Contacts
          4. Phoning a Contact
            1. Setting Up Speed Dial Entries
            2. Redialing Recently Dialed Numbers
          5. Sending an E-Mail Message to a Contact
          6. Connecting to a Contact’s Web Site
          7. Scheduling Appointments and Meetings with Contacts
            1. Scheduling a Meeting with a Contact
          8. Assigning a Task to a Contact
          9. Flagging a Contact for Follow-Up
          10. Finding Contacts
          11. Making a Common Change to Multiple Contacts
        5. Viewing Contacts
          1. Using Standard Views in the Contacts Folder
          2. Customizing Contacts View
            1. Filtering Contacts View
            2. Configuring Fonts and Card Dimensions
            3. Using Automatic Formatting
            4. Filtering Contacts with Categories
        6. Printing Contacts
          1. Custom Contact Printing with Word
        7. Working with Distribution Lists
          1. Creating a Personal Distribution List
          2. Adding or Deleting Names in a Distribution List
        8. Sharing Contacts
          1. Sharing Your Contacts Folders
          2. Sharing Contacts with vCards
            1. Creating a vCard from a Contact Entry
            2. Including a vCard with Your Signature
            3. Saving a Contact Entry as a vCard
            4. Saving a vCard Attachment in Your Contacts Folder
        9. Setting Contact Options
        10. Using Contacts Effectively
      2. 19. Using Microsoft Business Contact Manager
        1. Understanding What Business Contact Manager Can Do
          1. Configuring Business Contact Manager
          2. Where Is Business Contact Manager?
          3. Adding and Removing Business Contact Manager for a Profile
        2. Using the Business Contact Manager Interface
          1. Business Contact Manager Folders
            1. Home Page
            2. Sales Page
            3. Marketing Page
            4. Projects Page
          2. Business Contact Manager Menu
        3. Working with Business Contacts
          1. Copying Existing Contacts
          2. Creating New Business Contacts
          3. Using Contacts
        4. Creating and Using Accounts
          1. Performing Actions with Accounts
        5. Creating and Using Business Projects
        6. Working with Project Tasks
        7. Creating and Using Opportunities
          1. Creating and Managing Products
          2. Adding Products to an Opportunity
        8. Creating Marketing Campaigns
          1. Step 1: What Is This Marketing Campaign For?
          2. Step 2: Who Will See It?
          3. Step 3: How Will They Get It?
          4. Step 4: What Will They Get?
          5. Step 5: Are You Ready to Launch the Marketing Campaign?
        9. Tracking Item History
        10. Attaching Items
        11. Creating Reports
          1. Modifying Reports
          2. Filtering Reports
          3. Saving Reports
          4. Printing Reports
        12. Importing and Exporting Information
          1. Importing Contacts or Accounts
          2. Importing Products
        13. Managing Your Business Contact Manager Data
          1. Cleaning Up the Database
          2. Sharing the Database
          3. Backing Up the Database
          4. Restoring the Database
          5. Deleting Databases
    11. 4. Managing Your Time and Tasks
      1. 20. Scheduling Appointments
        1. Calendar Basics
          1. Understanding Calendar Items
          2. Using the Time Bar
          3. Using the Date Navigator
          4. Using the To-Do Bar
          5. Setting the Number of Days Displayed
          6. Selecting a Date
        2. Working with One-Time Appointments
          1. Specifying the Subject and Location
          2. Specifying Start and End Times
          3. Setting a Reminder
          4. Classifying an Appointment
          5. Adding a Note
          6. Categorizing an Appointment
          7. Saving an Appointment
          8. Changing an Appointment to an Event
        3. Working with One-Time Events
          1. Using the Event Form
          2. Changing an Event to an Appointment
        4. Creating a Recurring Appointment or Event
        5. Modifying an Appointment or Event
          1. Changing an Appointment or Event
          2. Deleting an Appointment or Event
        6. Using Categories and Colors
          1. Assigning Color Categories to an Appointment Manually
          2. Assigning Color to an Appointment Automatically
        7. Printing Calendar Items
        8. Customizing the Current Calendar View
          1. Redefining Fields
          2. Filtering Calendar Items
          3. Controlling Fonts and Other View Settings
        9. Creating a Custom View
          1. Creating a New View
          2. Copying a View
          3. Using Overlay Mode to View Multiple Calendars in One
        10. Backing Up Your Schedule
        11. Managing Time Zones
          1. Changing the Time Zone
          2. Using Two Time Zones
        12. Managing Your Calendar Effectively
      2. 21. Scheduling Meetings and Resources
        1. Sending a Meeting Request
          1. Selecting Attendees
          2. Scheduling a Meeting
          3. Scheduling a Meeting from the Contacts Folder
          4. Changing a Meeting
        2. Sending a Meeting Request with Scheduling Assistant
          1. Selecting Attendees
          2. Scheduling a Meeting Using Scheduling Assistant
        3. Responding to a Meeting Request
          1. Receiving a Request for a Meeting
          2. Receiving a Response to Your Request
          3. Checking Attendees
        4. Scheduling Resources
          1. Setting Up Resources for Scheduling
          2. Using the Configured Resources
        5. Managing Meetings Effectively
          1. Find the Best Time for the Meeting
          2. Use Scheduling Assistant to Help Schedule Meetings
          3. Set a Sufficient Reminder to Enable You to Make Meetings on Time
          4. Schedule Meeting End Times with a Reminder to Help Meetings Stay on Schedule
      3. 22. Managing Your Tasks
        1. Working with Tasks in the Tasks Folder
          1. Creating a Task
          2. Creating a Recurring Task
          3. Adding a Reminder
          4. Setting a Task Estimate
          5. Marking a Task as Completed
        2. Assigning Tasks to Others
          1. About Task Ownership
          2. Making or Accepting an Assignment
          3. Reclaiming Ownership of a Declined Task
          4. Assigning Tasks to Multiple People
          5. Tracking the Progress of a Task
          6. Sending a Task Status Report
          7. Creating an Unassigned Copy of an Assigned Task
        3. Viewing and Customizing the Tasks Folder
          1. Changing Fonts and Table View Settings
          2. Using Automatic Formatting
          3. Setting General Task Options
        4. Working with Tasks in Other Ways
          1. Working with Tasks in the To-Do Bar
            1. Changing the Task List’s View
          2. Working with Tasks in Outlook Today
          3. Using the Daily Task List
        5. Managing Tasks Effectively
      4. 23. Tracking Documents and Activities with the Journal
        1. Understanding the Outlook Journal
        2. Using Automatic Journaling
          1. Setting Journal Options
          2. Turning Off Automatic Journaling
          3. Automatically Recording E-Mail Messages
          4. Automatically Recording Contact Information
          5. Automatically Recording Document Activity
        3. Adding Journal Items Manually
          1. Recording Work in a File Manually
          2. Recording Outlook Items Manually
          3. Recording Other Activities Manually
          4. Manually Recording Phone Calls
        4. Creating and Using Custom Entry Types
        5. Changing Journal Entries
          1. Modifying an Entry
          2. Moving an Entry on the Timeline
          3. Deleting an Entry
        6. Connecting Journal Activities to Individual Contacts
        7. Viewing the Journal
          1. Using By Type View
          2. Using By Contact View
          3. Using By Category View
          4. Using Entry List View
          5. Using Last Seven Days View
          6. Using Phone Calls View
          7. Customizing Journal Views
            1. Displaying Item Labels on the Monthly Timeline
            2. Showing Week Numbers
        8. Printing Journal Items
        9. Sharing Journal Information
        10. Using the Journal Effectively
          1. Make Using the Journal a Habit
          2. Use the Journal’s Automatic Recording Features
          3. Use the Journal Only for Those Things You Need to Track
          4. Add Addresses to Your Primary Contacts Folder
          5. Create Custom Entry Types to Meet Your Individual Needs
          6. Time Management Using the Journal
            1. Using Views to Analyze Time Usage
            2. Using Custom Views of the Journal
            3. Exporting Journal Items to Other Programs
      5. 24. Making Notes
        1. Understanding Outlook Notes
        2. Configuring Note Options
        3. Working with Notes
          1. Adding a Note
          2. Reading and Editing a Note
          3. Forwarding a Note
          4. Adding a Note Sent to You
          5. Using a Note to Create a Task or an Appointment
          6. Moving and Copying Notes
            1. Copying a Note to the Clipboard
            2. Copying a Note to the Desktop or Another Folder
          7. Changing Note Color
          8. Assigning Color Categories to Notes
          9. Printing a Note
          10. Date and Time Stamping Notes
          11. Deleting a Note
        4. Viewing Notes
        5. Creating New Notes Folders
    12. 5. Customizing Outlook
      1. 25. Using Templates
        1. Working with E-Mail Templates
          1. Creating an E-Mail Template
          2. Using an E-Mail Template
          3. Using a Template with a Distribution List
        2. Using Other Outlook Template Types
          1. Appointments and Meetings
          2. Contacts
          3. Tasks and Task Requests
          4. Journal Entries
        3. Editing Templates
        4. Sharing Templates
        5. Using Templates Effectively
      2. 26. Customizing the Outlook Interface
        1. Customizing the Navigation Pane
          1. A Quick Tour of the Navigation Pane
          2. Showing and Hiding the Navigation Pane
          3. Changing the Number of Buttons on the Navigation Pane
          4. Adding a Shortcut to an Outlook Folder or a Public Folder
          5. Adding a File Folder or Document to the Navigation Pane
          6. Adding a Web Site to the Navigation Pane
          7. Removing a Shortcut from the Navigation Pane
          8. Renaming a Shortcut in the Navigation Pane
          9. Working with Groups in the Navigation Pane
            1. Adding a Group to the Navigation Pane
            2. Renaming a Group in the Navigation Pane
            3. Removing a Group from the Navigation Pane
        2. Customizing the To-Do Bar
        3. Customizing Toolbars
          1. Working with Toolbars
            1. Displaying and Hiding Toolbars
            2. Moving and Docking Toolbars
          2. Creating Custom Toolbars
            1. Adding Items
            2. Removing Items
            3. Reorganizing Items
            4. Modifying Toolbar Items
            5. Changing the Width of the Drop-Down List
            6. Changing the Button Size
            7. Resetting Individual Toolbars
            8. Renaming a Custom Toolbar
            9. Deleting a Custom Toolbar
            10. Sharing a Custom Toolbar
            11. Recovering the Default Toolbars
            12. Controlling Toolbar Appearance and Behavior
        4. Customizing Outlook Today View
          1. Configuring Outlook Today
            1. Specifying the Startup View
            2. Specifying Folders to Show
            3. Setting Calendar Options
            4. Setting Task Options
            5. Using Styles
      3. 27. Creating Custom Views and Print Styles
        1. Creating and Using Custom Views
          1. Basing a New View on an Existing View
          2. Creating a New View from Scratch
          3. Modifying, Renaming, or Deleting a View
          4. Customizing a View’s Settings
            1. Configuring Fields
            2. Grouping Data
            3. Sorting Data
            4. Applying Filters to the View
            5. Configuring Fonts and Other General Settings
            6. Creating Rules for Automatic Formatting of Text
        2. Printing in Outlook
          1. Overview of Print Styles
          2. Printing from Outlook
          3. Creating Custom Print Styles
          4. Deleting Print Styles
          5. Resetting Print Styles
        3. Custom Printing with Scripts and Word
          1. Using a Custom Contact Style
          2. Using a Custom Message Style
        4. Custom Printing with Excel
      4. 28. Designing and Using Forms
        1. Overview of Standard Forms, Item Types, and Message Classes
          1. Outlook Forms
          2. Outlook Item Types
          3. Outlook Message Classes
        2. Creating Custom Forms from Standard Forms
          1. Compose vs. Read
          2. Outlook Fields
          3. Item Types and Fields
        3. Creating Custom Forms from Scratch
        4. Creating Multipage Forms
        5. Adding and Arranging Controls
          1. Properties
            1. Display
            2. Layout
            3. Value
            4. Validation
          2. Standard Controls
        6. Adding Graphics to Forms
        7. Adding User-Defined Fields
        8. Using Office Documents to Create Outlook Forms
          1. A Word About Form Regions
        9. Publishing and Sharing Forms
          1. Saving Forms
          2. Publishing Forms
          3. Choosing Forms
        10. Using Forms Effectively
      5. 29. Automating Common Tasks
        1. Understanding Automation Options
        2. Understanding Macros
        3. Using Macros
          1. Creating a Macro from Scratch
          2. Running a Macro
          3. Editing a Macro
          4. Stepping Through a Macro
          5. Deleting a Macro
          6. Sharing Macros with Others
        4. Setting Macro Security
          1. Using Security Levels
          2. Specifying Trusted Sources
        5. Signing Your Macros to Avoid Security Warnings
    13. 6. Managing and Securing Outlook
      1. 30. Managing Outlook Folders and Data
        1. Understanding Outlook Folders
        2. Working with the Folder List
        3. Using and Managing Folders
          1. Using a Folder
          2. Creating a Folder
          3. Adding a Folder Shortcut to the Navigation Pane
          4. Working with Favorite Folders
          5. Renaming a Folder
          6. Copying and Moving a Folder
          7. Deleting a Folder
          8. Setting Folder Properties
            1. Configuring General Folder Properties
            2. Configuring Home Page Properties for a Folder
            3. Configuring AutoArchive Properties for a Folder
            4. Configuring Administration Properties for a Folder
            5. Configuring Form Properties for a Folder
            6. Configuring Permissions for a Folder
            7. Configuring Synchronization Properties for a Folder
            8. Configuring Properties for a Contacts Folder
        4. Using Web Views with Folders
          1. Why Use Web Views?
          2. Assigning a Web Page to a Folder
          3. Removing a Web Page from a Folder
          4. Using a Folder’s Web Page
        5. Using Multiple Personal Folders
          1. Adding a Personal Folder
          2. Removing a Personal Folder
        6. Managing Data
          1. Copying and Moving Data Between Folders
          2. Storing Items in the Personal Folders or Mailbox Branch
      2. 31. Archiving, Backing Up, and Restoring Outlook Data
        1. Archiving Your Outlook Data
          1. Archiving Your Data Manually
          2. Restoring Data After a System Failure or a Reinstallation
        2. Configuring Automatic Archiving
          1. Run AutoArchive Every n Days
          2. Prompt Before AutoArchive Runs
          3. Delete Expired Items
          4. Archive Or Delete Old Items
          5. Show Archive Folder In Folder List
          6. Specifying How Archived Items Are Handled
          7. Applying Settings to All Folders
          8. Using AutoArchive Settings for Individual Folders
          9. Setting Retention Policy
        3. Backing Up and Restoring Data
          1. Backing Up Your Outlook Data
          2. Backing Up Your Personal Folders
            1. Backing Up Using File Copy
            2. Backing Up Using the Microsoft Backup Utility
          3. Restoring Your Data
          4. Backing Up Additional Outlook Data
      3. 32. Moving Data in and out of Outlook with Import/Export
        1. Exporting Data
          1. Exporting Outlook Data to a .pst File
          2. Exporting Addresses
          3. Exporting Data to a File
        2. Importing Data
          1. Importing Data into Outlook
          2. Importing Internet Mail Account Settings
          3. Importing Internet Mail and Addresses
          4. Importing a vCard File
          5. Importing an iCalendar or a vCalendar File
          6. Importing from Another Program File
      4. 33. Finding and Organizing Outlook Data
        1. Using Instant Search
          1. Configuring Instant Search
            1. Turning Instant Search On and Off
            2. Choosing Search Options
            3. Controlling Which Data Files Are Searched
          2. Performing a Search
            1. Using the Query Builder
            2. Making Fields from Custom Forms Available
            3. How Indexing Impacts Instant Search
          3. Configuring Indexing Options
        2. Searching for Contacts
        3. Using Advanced Find
          1. The Advanced Find Dialog Box
          2. Specifying Advanced Search Criteria
        4. Organizing Data
          1. Organizing Your E-Mail
            1. Search Folders
            2. Using Folders
            3. Using Rules
            4. Using Color Categories
            5. Using Views
            6. Using the Organize Pane
          2. Organizing Your Calendar
          3. Organizing Contacts, Tasks, and Notes
        5. Organizing Your Outlook Items Effectively
      5. 34. Security and Virus Protection
        1. Providing Virus Protection
          1. Implementing Server-Side Solutions
          2. Implementing Client-Side Solutions
            1. Virus Protection in Outlook
        2. Protecting Against Viruses in Attachments
          1. Level 1 Attachments
          2. Level 2 Attachments
        3. Configuring Blocked Attachments
          1. Configuring Attachments in Exchange Server
          2. Using Outlook Security Settings
            1. Attachment Security Settings
            2. Custom Form Security Settings
          3. Configuring Security Using Group Policy
            1. Setting the Outlook Security Mode
          4. Configuring Attachment Blocking Directly in Outlook
            1. Removing Blocked File Types from the Level 1 List
            2. Adding Blocked File Types to the Level 1 List
        4. Opening Blocked Attachments
          1. Allowing Level 1 Attachments
          2. Allowing Level 2 Attachments
        5. Protecting Against Office Macro Viruses
        6. Enabling Applications to Send E-Mail with Outlook
          1. Configuring Programmatic Access
            1. Configuring Programmatic Access Using Group Policy
          2. Trusting Applications
            1. Using Group Policy to Trust Applications
        7. Tips for Securing Your System
    14. 7. Collaboration
      1. 35. Delegating Responsibilities to an Assistant
        1. Delegation Overview
        2. Assigning Delegates and Working as an Assistant
          1. Adding and Removing Delegates
          2. Taking Yourself Out of the Meeting Request Loop
          3. Opening Folders Delegated to You
          4. Scheduling on Behalf of Another Person
          5. Sending E-Mail on Behalf of Another Person
        3. Granting Access to Folders
          1. Configuring Access Permissions
          2. Accessing Other Users’ Folders
      2. 36. Sharing Calendars
        1. Sharing Your Calendar
        2. Managing Your Shared Calendar Information
          1. Understanding What Status Is Available
          2. Publishing Your Schedule
            1. Publishing Your Calendar to Microsoft Office Online
            2. Publishing to FTP, HTTP, and File Servers
          3. Setting the Search Location for Free/Busy Information
          4. Refreshing Your Schedule
          5. Sharing Your Calendar Via E-Mail
          6. Sending a Link to Your Free/Busy Information Through E-Mail
          7. Changing the Free/Busy Status of an Item
        3. Working with Group Schedules
          1. Creating a Group Schedule
          2. Setting Up a Meeting or Sending Group E-Mail
        4. Creating Your Own Free/Busy Server
        5. Publishing Your Calendar as a Web Page
      3. 37. Integrating Outlook with Other Office Applications
        1. Using Contacts for a Mail Merge in Word
          1. Filtering Contacts in or out of the Merge
        2. Performing a Mail Merge from Outlook
        3. Exporting Contacts to Access
        4. Importing Contacts from Access
        5. Exporting Contacts to Excel
        6. Importing Contacts from Excel
        7. Exporting Tasks to Office Applications
        8. Using Notes in Other Applications
      4. 38. Integrating Microsoft Outlook and Microsoft Project
        1. Overview of Microsoft Project
          1. Project Management Basics
          2. Keeping a Project in Balance
          3. Microsoft Project’s Four Project Management Steps
          4. Creating a Simple Project
        2. Integrating Your Outlook Calendar
        3. Integrating Your Address Book
          1. Creating a Resource List
          2. Assigning a Resource to a Task
        4. Keeping Track of Your Progress
        5. Integrating Communication Features
          1. Allowing Tasks to be Delegated to Other Team Members
          2. Publishing Tasks
          3. Sending an Update
          4. Importing an Outlook Task
          5. Sending a Microsoft Project File Using Outlook
          6. Routing a Microsoft Project File Using Outlook
          7. Forwarding a Microsoft Project File Using Outlook
      5. 39. Collaborating Online with Office
        1. New Collaboration Features: Beyond Microsoft Office Outlook 2007
        2. Using the Correct Collaboration Tools
        3. Using Microsoft Office Live Communications Server
          1. Managing Your Live Communications Server
          2. Configuring User Accounts in the Live Communications Server Console
          3. Configuring User Accounts in Active Directory
        4. Using Microsoft Office Communicator
          1. Configuring Your Communicator Account
          2. Using Your Account to Sign In
          3. Managing Contacts in Communicator
            1. Deleting a Contact in Communicator
            2. Viewing a Contact’s Properties
            3. Establishing Groups for Your Contacts List
          4. Controlling the Communicator Display
          5. Communicating with Others
            1. Starting an Instant Message Session
            2. Sending an E-Mail Message
            3. Configuring Your Audio and Video
            4. Communicating with Audio
            5. Sharing an Application or a Whiteboard
            6. Communicating with Video
            7. Sending Files to Contacts
            8. Using Office Live Meeting
          6. Managing Communicator Configuration Settings
            1. The Personal Tab
            2. The General Tab
            3. The Instant Messages Tab
            4. The Alerts Tab
            5. The Permissions Tab
            6. The Phones Tab
            7. The Accounts Tab
            8. The Rules Tab
        5. Using Microsoft Office Live Meeting
          1. Setting Up Live Meeting
            1. Using the Microsoft Live Meeting Add-In Pack
          2. Joining a Live Meeting Session
        6. The Microsoft Office Live Services
          1. Office Live Basics
          2. Office Live Essentials
          3. Office Live Premium
          4. Office Live Collaboration
    15. 8. Working with Office Server and SharePoint Services
      1. 40. Collaboration with Outlook and Windows SharePoint Services
        1. Understanding Windows SharePoint Services Collaboration
        2. Setting Up Alerts
        3. Working with Shared Documents
          1. Uploading a Document
          2. Creating a Document from the Site
          3. Working with Existing Documents and Version Control
        4. Working with Shared Contacts
          1. Viewing Contacts on a Windows SharePoint Services Site
          2. Linking Windows SharePoint Services 2.0 Contacts Lists to Outlook
          3. Copying Contacts from Windows SharePoint Services 2.0 to Outlook
          4. Copying Contacts from Outlook to Windows SharePoint Services 2.0
        5. Linking a Team Calendar to Outlook
        6. Configuring Alerts in Outlook
          1. Adding Alerts from Outlook
          2. Editing and Deleting Alerts from Outlook
          3. Rules Based on Alerts
        7. Using Outlook to Work with SharePoint Libraries and Files
          1. Connecting a SharePoint Library to Outlook
          2. Downloading Files from a SharePoint Library to Outlook
          3. Opening Files from a SharePoint Site in Outlook
          4. Editing Files from a SharePoint Site in Outlook
          5. Removing SharePoint Files in Outlook
          6. Removing SharePoint Folders in Outlook
          7. Using E-Mail to Add a File to a SharePoint Library
    16. 9. Using Outlook with Exchange Server
      1. 41. Configuring the Exchange Server Client
        1. Outlook as an Exchange Server Client
        2. Configuring General Properties
        3. Configuring Advanced Properties
        4. Configuring Security Properties
        5. Configuring Connection Properties
          1. Verifying Connection Status
          2. Testing AutoConfiguration
        6. Configuring Remote Mail Properties
      2. 42. Using Outlook with Exchange Server
        1. Sending Messages
          1. Addressing Messages
          2. Checking Names
          3. Setting Message Importance and Sensitivity
          4. Redirecting Replies
          5. Using Delivery and Read Receipts
          6. Saving Messages
          7. Controlling When Messages Are Delivered
          8. Setting Messages to Expire
          9. Assigning a Category to a Message
        2. Recalling a Sent Message Before It Is Read
        3. Copying Global Addresses to Your Contacts Folder
        4. Voting in Outlook
          1. Sending a Message for a Vote
            1. Using the Default Voting Responses
            2. Using Custom Responses
          2. Casting Your Vote
          3. Viewing and Sorting Votes
          4. Setting Options for Voting
      3. 43. Working Offline and Remotely
        1. Offline vs. Remote
        2. Establishing a Remote LAN Connection
          1. Using HTTP to Connect
        3. Working Offline with Outlook 2007 and Exchange Server
          1. Configuring Startup Options
          2. Using Offline Folders
            1. Synchronizing with the Exchange Server Mailbox
            2. Synchronizing with Send/Receive Groups
          3. Using an Offline Address Book
        4. Using Remote Mail
          1. Using Remote Mail Preview with Exchange Server
          2. Remote Mail vs. Offline Folders
          3. Configuring Your System for Remote Mail
          4. Downloading Message Headers
          5. Forcing Remote Mail Functionality with a LAN Connection
          6. Processing Headers with Send/Receive Groups
            1. Configuring Header Processing for Exchange Server
        5. Configuring Cached Exchange Mode Synchronization
    17. 10. Mobility
      1. 44. Accessing Your Outlook Items Through a Web Browser
        1. Overview of Outlook Web Access
          1. Outlook Web Access Features
          2. Web Browser Options
          3. Authentication Options
        2. Using Outlook Web Access
          1. Connecting to the Server
          2. Sending and Receiving Messages
          3. Sorting Messages
          4. Copying and Moving Messages
          5. Deleting Messages
          6. Working with Other Folders
            1. Renaming and Deleting Folders
          7. Working with Calendar, Contacts, and Other Items
            1. Calendar Folder
            2. Contacts Folder
            3. Other Folders
          8. Configuring the Out Of Office Assistant in Outlook Web Access
          9. Configuring Other Options for Outlook Web Access
      2. 45. Making Outlook Mobile
        1. Why Mobility Is Important
        2. Overview of Mobility Features in Exchange Server
        3. Using Outlook Anywhere for Remote Access to Exchange Server
        4. Using Outlook Mobile Service Accounts
          1. Adding the Outlook Mobile Service Account
          2. Using the Mobile Address Book
          3. Sending Messages to Mobile Users
          4. Forwarding Messages to Mobile Devices
          5. Forwarding Outlook Items to Your Mobile Devices
            1. Forward Alerts and Summaries
            2. Forward Messages
          6. Setting Outlook Mobile Service Options
          7. Using a Mobile Signature
    18. A. Index to Troubleshooting Topics
    19. B. About the Authors
    20. C. Choose the Right Book for You
      1. Published and Upcoming Titles
        1. Plain & Simple
        2. Step by Step
        3. Inside Out
        4. Other Titles
    21. Index
    22. SPECIAL OFFER: Upgrade this ebook with O’Reilly

Product information

  • Title: Microsoft® Office Outlook® 2007 Inside Out
  • Author(s):
  • Release date: January 2007
  • Publisher(s): Microsoft Press
  • ISBN: 9780735623286