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Index
Microsoft® Outlook® 2010 Inside Out
Acknowledgments
Conventions and Features Used in This Book
Text Conventions
Design Conventions
Your Downloadable eBook
Introduction
Who This Book Is For
How This Book is Organized
Part 1—Working with Outlook
Part 2—E-Mail and Other Messaging
Part 3—Working with Contacts
Part 4—Managing Your Time and Tasks
Part 5—Customizing Outlook
Part 6—Managing and Securing Outlook
Part 7—Collaboration
Part 8—Using Outlook with Exchange Server
Part 9—Mobility
1. Working with Outlook
1. What’s New in Outlook 2010
A New Look and Feel
The Ribbon
Navigation Pane
Backstage
Other Changes
Conversation Management
Search
Calendar Preview
Quick Steps
People Pane
Exchange Server Improvements
Calendar Features
Integrated Email Archive
MailTips
Multiple Exchange Server Accounts
Other Improvements for Exchange Server
Extended Browser Support
SharePoint Workspace
What’s Out
And More…
2. Outlook Overview and Startup
Overview of Outlook
Messaging
Exchange Server
POP3 and IMAP Email
HTTP-Based Email
Text Messaging and Notifications
Fax Send and Receive
Calendars and Scheduling
Contact Management
Task Management
Tracking with the Outlook Journal
Organizing Your Thoughts with Notes
How Outlook Stores Data
Personal Folders—.pst Files
Options for Working Offline
Understanding Messaging Protocols and Standards
SMTP/POP3
IMAP
MAPI
LDAP
RSS
MIME
S/MIME
MHTML
iCalendar, vCalendar, and vCard
Security Provisions in Outlook
Protection Against Web Beacons
Attachment and Virus Security
Digital Signatures
Message Encryption
Options for Starting Outlook
Normal Startup
Safe Mode Startup
Starting Outlook Automatically
Pinning Outlook to the Start Menu and Taskbar (Windows 7)
Changing the Outlook Shortcut
Startup Switches
Choosing a Startup View
Creating Shortcuts to Start New Outlook Items
3. Configuring Outlook Profiles and Accounts
Configuring Accounts and Services
Understanding Profiles
Creating Profiles
Creating a Profile from Scratch
Copying a Profile
Modifying or Removing a Profile
Setting a Default Profile
Choosing a Profile
Configuring Online and Offline Data Storage
Personal Folders and Offline Folders
Adding Other Data Stores
Removing Data Stores
Configuring Offline Storage
Using an .ost File
Configuring Cached Exchange Mode
Changing Your Data Storage Location
Setting Send and Delivery Options
4. Working in and Configuring Outlook
Using the Ribbon
Using Backstage View
Using the Quick Access Toolbar
Understanding the Outlook Folders
Working with the Standard Outlook Views
Outlook Today
Inbox
Previewing Messages
Customizing the Inbox View
Adding and Removing Columns
Changing Column Order
Changing Column Names
Changing Column Width
Changing Column Alignment
Changing Column Data Format
Grouping Messages
Applying View Customizations to Other Folders
Calendar
Working with the Schedule
Using the Calendar’s Reading Pane
Using the Task List
Using the Date Navigator
Customizing the Calendar View
Applying Calendar Views to Other Folders
Contacts
Customizing the Contacts View
Tasks
Customizing the Tasks View
Notes
Deleted Items
Choosing the Startup View
Using Other Outlook Features
Using the Navigation Pane
Using Objects in the Navigation Pane
Controlling the Navigation Pane’s Appearance
Using Multiple Outlook Windows
Using the Folder List
Using the Status Bar
Using the Reading Pane
Using the InfoBar
Configuring Outlook Options
Using Outlook Effectively
5. Creating and Using Categories
Understanding Categories
Customizing Your Category List
Assigning Categories to Outlook Items
Assigning Categories to Existing Outlook Items
Assigning a Quick Click Category
Assigning Categories Automatically
Modifying Categories and Category Assignments
Changing Existing Categories
Changing Category Assignments
Changing Category Assignments of Multiple Items at One Time
Organizing Data with Categories
Viewing Selected Categories Only
Sharing a Category List
Sharing Categories with a Registry File
Sharing Categories with Email
Using Categories Effectively
2. Email and Other Messaging
6. Managing Address Books and Distribution Lists
Understanding Address Books
Outlook 2010 Address Book
Global Address List (GAL)
LDAP (Internet Directory Services)
Other Address Lists
Configuring Address Books and Addressing Options
Setting the Contacts Display Option for the OAB
Removing Contacts Folders from the OAB
Setting Other Addressing Options
Selecting the Default Address Book for Lookup
Creating Address Entries in a Specific Address Book
Specifying How Names Are Checked
Creating Address Book Entries
Modifying Addresses
Removing Addresses
Finding People in the Address Book
Using AutoComplete for Addresses
Deleting or Adding Entries in the Suggested Contacts Folder
Deleting the Entire Contents of the Suggested Contacts Folder
Using Contact Groups (Distribution Lists)
Creating Contact Groups
Modifying a Contact Group
Renaming a Contact Group
Deleting a Contact Group
Hiding Addresses When Using a Contact Group
Contact Groups for Multiple Address Fields
Using Distribution Lists with Exchange Server
Adding a Server-Side Distribution List to Contacts
Modifying a Server-Side Distribution List
Adding Addresses to the Address Book Automatically
Using the Mobile Address Book (MAB)
7. Using Internet Mail Accounts
Using Internet POP3 Email Accounts
Configuring General Settings for Internet Accounts
Configuring Outgoing Server Settings for Internet Accounts
Configuring Connection Settings for Internet Accounts
Configuring Advanced Settings for Internet Accounts
Using IMAP Accounts
Controlling Where Outlook Stores IMAP Messages
Using Outlook for Hotmail and Windows Live Accounts
Installing and Configuring the Outlook Connector for Hotmail
Using Outlook with Gmail Accounts
Synchronizing Outlook and Google Apps
Using Multiple Accounts
Sending Messages Using a Specific Account
Keeping a Copy of Your Mail on the Server
Viewing Full Message Headers
8. Sending and Receiving Messages
Working with Messages
Opening a Standard Message Form
Addressing Messages
Including Carbon Copies and Blind Carbon Copies
Copying Someone on All Messages
Using Templates and Custom Forms for Addressing
Specifying Message Priority and Sensitivity
Saving a Message to Send Later
Setting Sending Options
Controlling When Messages Are Sent
Requesting Delivery and Read Receipts
Using Message Tracking and Receipts Options
Sending a Message for Review
Replying to Messages
Forwarding Messages
Using Other Reply and Forwarding Options
Deleting Messages
Undeleting Messages
Controlling Synchronization and Send/Receive Times
Setting Up Send/Receive Groups
Creating New Groups
Modifying Existing Groups
Limiting Message Size
Scheduling Send/Receive Synchronization
Configuring Send/Receive Schedules
Disabling Scheduled Send/Receive Processing
Configuring Other Messaging Options
Setting Up Notification of New Mail
Using Message Alerts
Using Mobile Alerts
Managing Messages and Attachments
Saving Messages Automatically
Retaining a Copy of Sent Messages
Working with Attachments
Previewing Attachments
Viewing Attachments
Saving Attachments to a Disk
Saving Messages to a File
Moving and Copying Messages Between Folders
9. Beyond Simple Text Messages
Formatting Text in Messages
Formatting Lists
Options on the Format Text Tab
Working with Styles
Using Style Sets
Creating a Custom Style Set
Using Tables
Inserting a Table in a Message
Working with Tables
Working with Quick Tables
Using Special Text Features
Quick Parts
Drop Cap
Date & Time
Text Box
WordArt
Object
Including Illustrations in Messages
Inserting a Picture from a File
Inserting Clip Art
Inserting Shapes
Inserting a Chart
Chart Tools Design Tab
Chart Tools Layout Tab
Chart Tools Format Tab
Inserting SmartArt
SmartArt Tools Design Tab
SmartArt Tools Format Tab
Using Symbols in a Message
Inserting an Equation
Inserting a Symbol
Inserting a Horizontal Line
Working with Hyperlinks
Inserting Hyperlinks
Inserting Hyperlinks to Files or Web Pages
Inserting a Hyperlink to a Place in the Current Message
Inserting a Hyperlink to a New Document
Inserting a Hyperlink to an Email Address
Removing a Hyperlink
Inserting Bookmarks
Including Other Items in a Message
Attaching Files
Inserting Files in the Body of a Message
Including an Outlook 2010 Item
Attaching a Business Card to a Message
Including a Calendar
Customizing the Appearance of Your Messages
Understanding How Outlook Formats Messages
Office Themes
Older Themes
Stationery
Style Sets
Using Themes to Customize Your Messages
Colors
Fonts
Effects
Page Color
Creating a Custom Theme
Using Stationery to Customize Your Messages
Using Signatures
Understanding Message Signatures
Defining Signatures
Adding Signatures to Messages
Backing Up Your Signatures
Using the Proofing and Research Tools
Set the Proofing Language
Configuring Research Options
10. Finding and Organizing Messages
Using Conversation View
Cleaning Up Conversations
Setting Cleanup Options
Ignoring a Conversation
Balancing Cleanup Against Retention
Finding and Organizing Messages with Search Folders
Using Search Folders
Customizing Search Folders
Creating a New Search Folder
Finding Messages with Windows Search
Flagging and Monitoring Messages and Contacts
Flagging Received and Previously Sent Messages
Flagging Outgoing Messages
Viewing and Responding to Flagged Messages
Flagging Contact Items
Grouping Messages by Customizing the Folder View
Filtering a View Using Categories
Managing Email Effectively
11. Processing Messages Automatically
Understanding Message Rules
Creating and Using Rules
Creating New Rules from Existing Items
Create New Rules Using the Rules Wizard
Applying Rules to Specific Folders or All Folders
Copying Rules to Other Folders
Creating Rules That Use OR Logic
Modifying Rules
Controlling Rules
Setting Rule Order
Stopping Rules from Being Processed
Disabling and Removing Rules
Sharing Rules with Others
Backing Up and Restoring Rules
Using Rules to Move Messages Between Accounts
Running Rules Manually and in Specific Folders
Creating and Using Quick Steps
Quick Steps Overview
Using the Default Quick Steps
Creating Your Own Quick Steps
Creating Simple Quick Steps from Predefined Options
Creating Custom Quick Steps
Editing Quick Steps
Copying Quick Steps
Using Quick Steps Effectively
12. Managing Junk Email
How Outlook 2010 Junk Email Filtering Works
No Automatic Filtering
Low
High
Safe Lists Only
Understanding How Outlook 2010 Uses the Filter Lists
Deleting Instead of Moving Messages
How Outlook 2010 Phishing Protection Works
Enabling and Configuring Junk Email Filtering
Controlling Automatic Downloads
Configuring Automatic Downloading of External Content
Marking and Unmarking Junk Email
Creating Other Junk Email Rules
Other Spam Filtering Solutions
Filtering in Exchange Server
Using Third-Party Filters
Managing Junk Email Effectively
13. Responding to Messages Automatically
Creating Automatic Responses with the Out Of Office Assistant
Understanding Out Of Office Assistant Features
Using the Out Of Office Assistant with Exchange Server 2003 and Earlier
Using the Out Of Office Assistant for Exchange Server 2007 and 2010
Creating Custom Out Of Office Rules
Creating Automatic Responses with Custom Rules
Setting Up the Reply
Creating Automatic Responses from Local Templates
Creating Automatic Responses from the Server
14. Securing Your System, Messages, and Identity
Configuring HTML Message Handling
Protecting Messages with Digital Signatures
Understanding Digital Certificates and Signatures
Obtaining a Digital Certificate
Copying a Certificate to Another Computer
Backing Up Your Certificate
Installing Your Certificate from a Backup
Signing Messages
Understanding S/MIME and Clear-Text Options
Adding Your Digital Signature
Setting Global Security Options
Creating and Using Security Profiles
Reading Signed Messages
Changing Certificate Trust Relationships
Configuring CA Trust
Configuring CA Trust for Multiple Computers
Viewing and Validating a Digital Signature
Encrypting Messages
Getting Ready for Encryption
Swapping Certificates
Obtaining a Recipient’s Public Key from a Public CA
Sending Encrypted Messages
Reading Encrypted Messages
Importing Certificates from Outlook Express
Protecting Data with Information Rights Management
Using Microsoft’s IRM Service
Viewing IRM-Protected Messages
Working with Multiple Accounts
15. Receiving Messages Selectively
Understanding Remote Mail Options
Remote Mail in a Nutshell
Working with Message Headers
Downloading Message Headers
Marking and Unmarking Message Headers
Marking to Retrieve a Message
Marking to Retrieve a Copy
Marking to Delete a Message
Unmarking a Message
Processing Marked Headers
Selective Downloading for IMAP Accounts
Selective Downloading for POP3 Using Send/Receive Groups
Retrieving Only Message Headers
Retrieving Based on Message Size
Keeping Messages on the Server
16. Using RSS Feeds
Understanding RSS
Configuring RSS
Adding RSS Feeds to Outlook
Using Your RSS Feeds
Adding an OPML File to Outlook
Managing Your RSS Feeds
Setting RSS Properties
Creating Rules for RSS Feeds
17. Using LDAP Directory Services
Overview of LDAP Services
Configuring a Directory Service Account in Outlook
Setting the Search Base
Using LDAP to Find People
3. Working with Contacts
18. Creating and Managing Your Contacts
Working with the Contacts Folder
Creating a Contact Entry
Creating Contact Entries from the Same Company
Creating a Contact Entry from an Email Message
Copying an Existing Contact Entry
Creating Other Contacts Folders
Working with Contacts
Associating a Contact with Other Items and Documents
Associating Contacts and Documents
Removing a Link
Assigning Categories to Contacts
Resolving Duplicate Contacts
Phoning a Contact
Sending an Email Message to a Contact
Connecting to a Contact’s Website
Scheduling Appointments and Meetings with Contacts
Scheduling a Meeting with a Contact
Assigning a Task to a Contact
Flagging a Contact for Follow-Up
Finding Contacts
Viewing Contacts
Using Standard Views in the Contacts Folder
Customizing Contacts View
Filtering Contacts View
Configuring Fonts and Card Dimensions
Using Automatic Formatting
Filtering Contacts with Categories
Printing Contacts
Custom Contact Printing with Word
Working with Contact Groups
Creating a Personal Contact Group
Adding or Deleting Names in a Contact Group
Sharing Contacts
Sharing Your Contacts Folders
Sharing Contacts with vCards
Creating a vCard from a Contact Entry
Including a vCard with Your Signature
Saving a Contact Entry as a vCard
Saving a vCard Attachment in Your Contacts Folder
Setting Contact Options
Using Contacts Effectively
4. Managing Your Time and Tasks
19. Scheduling Appointments
Calendar Basics
Understanding Calendar Items
Using the Time Bar
Using the Date Navigator
Using the To-Do Bar
Setting the Number of Days Displayed
Selecting a Date
Working with One-Time Appointments
Specifying the Subject and Location
Specifying Start and End Times
Setting a Reminder
Classifying an Appointment
Adding a Note
Categorizing an Appointment
Saving an Appointment
Changing an Appointment to an Event
Working with One-Time Events
Using the Event Form
Changing an Event to an Appointment
Creating a Recurring Appointment or Event
Modifying an Appointment or Event
Changing an Appointment or Event
Deleting an Appointment or Event
Using Categories and Colors
Assigning Color Categories to an Appointment Manually
Assigning Color to an Appointment Automatically
Printing Calendar Items
Customizing the Current Calendar View
Redefining Fields
Filtering Calendar Items
Controlling Fonts and Other View Settings
Creating a Custom View
Creating a New View
Copying a View
Using Overlay Mode to View Multiple Calendars in One
Backing Up Your Schedule
Managing Time Zones
Changing the Time Zone
Using Two Time Zones
Managing Your Calendar Effectively
20. Scheduling Meetings and Resources
Sending a Meeting Request
Scheduling a Meeting
Scheduling a Meeting from an Email (Reply With Meeting)
Scheduling a Meeting from the Contacts Folder
Changing a Meeting
Scheduling a Meeting with the Scheduling Assistant
Responding to a Meeting Request
Receiving a Request for a Meeting
Receiving a Response to Your Request
Checking Attendees
Scheduling Resources
Setting Up Resources for Scheduling
Using the Configured Resources
Viewing a Room Calendar
Managing Meetings Effectively
Find the Best Time for the Meeting
Use Scheduling Assistant to Help Schedule Meetings
Set a Sufficient Reminder to Enable You to Make Meetings on Time
21. Managing Your Tasks
Working with Tasks in the Tasks Folder
Creating a Task
Creating a Recurring Task
Adding a Reminder
Setting a Task Estimate
Marking a Task as Completed
Assigning Tasks to Others
About Task Ownership
Making or Accepting an Assignment
Reclaiming Ownership of a Declined Task
Assigning Tasks to Multiple People
Tracking the Progress of a Task
Sending a Task Status Report
Creating an Unassigned Copy of an Assigned Task
Viewing and Customizing the Tasks Folder
Changing Fonts and Table View Settings
Using Conditional Formatting
Setting General Task Options
Working with Tasks in Other Ways
Working with Tasks in the To-Do Bar
Changing the Task List View
Working with Tasks in Outlook Today
Using the Daily Task List
Managing Tasks Effectively
22. Tracking Documents and Activities with the Journal
Understanding the Outlook Journal
Using Automatic Journaling
Setting Journal Options
Turning Off Automatic Journaling
Recording Email Messages Automatically
Recording Contact Information Automatically
Recording Document Activity Automatically
Adding Journal Items Manually
Recording Work in a File Manually
Recording Outlook Items Manually
Recording Other Activities Manually
Recording Phone Calls Manually
Creating and Using Custom Entry Types
Changing Journal Entries
Modifying an Entry
Moving an Entry on the Timeline
Deleting an Entry
Connecting Journal Activities to Individual Contacts
Viewing the Journal
Using Timeline View
Using Entry List View
Using Last Seven Days View
Using Phone Calls View
Customizing Journal Views
Displaying Item Labels on the Monthly Timeline
Showing Week Numbers
Printing Journal Items
Sharing Journal Information
Using the Journal Effectively
Make Using the Journal a Habit
Use the Journal’s Automatic Recording Features
Use the Journal Only for Those Things You Need to Track
Add Addresses to Your Primary Contacts Folder
Create Custom Entry Types to Meet Your Individual Needs
Time Management Using the Journal
Using Views to Analyze Time Usage
Using Custom Views of the Journal
Exporting Journal Items to Other Programs
23. Notes and OneNote Integration
Understanding Outlook Notes
Configuring Note Options
Working with Notes
Adding a Note
Reading and Editing a Note
Forwarding a Note
Adding a Note Sent to You
Using a Note to Create a Task or an Appointment
Moving and Copying Notes
Copying a Note to the Clipboard
Copying a Note to the Desktop or Another Folder
Changing Note Color
Assigning Color Categories to Notes
Printing a Note
Date and Time Stamping Notes
Deleting a Note
Viewing Notes
Creating New Notes Folders
Overview of OneNote
Copying Items from Outlook to OneNote
5. Customizing Outlook
24. Using Templates
Working with Email Templates
Creating an Email Template
Using an Email Template
Using a Template with a Contact Group
Using Other Outlook Template Types
Appointments and Meetings
Contacts
Tasks and Task Requests
Journal Entries
Editing Templates
Sharing Templates
Using Templates Effectively
25. Customizing the Outlook Interface
Customizing the Navigation Pane
A Quick Tour of the Navigation Pane
Showing and Hiding the Navigation Pane
Changing the Number of Buttons on the Navigation Pane
Adding a Shortcut to an Outlook Folder or a Public Folder
Adding a File Folder or Document to the Navigation Pane
Adding a Web Site to the Navigation Pane
Removing a Shortcut from the Navigation Pane
Renaming a Shortcut in the Navigation Pane
Working with Groups in the Navigation Pane
Adding a Group to the Navigation Pane
Renaming a Group in the Navigation Pane
Removing a Group from the Navigation Pane
Customizing the To-Do Bar
Customizing the Ribbon
Modifying Existing Items and Tabs
Adding New Items
Creating Your Own Ribbon Tabs
Sharing Your Customized Ribbon
Resetting Customizations
Customizing the Quick Access Toolbar
Customizing the Outlook Today View
Configuring Outlook Today
Specifying the Startup View
Specifying Folders to Show
Setting Calendar Options
Setting Task Options
Using Styles
26. Creating Custom Views and Print Styles
Creating and Using Custom Views
Basing a New View on an Existing View
Creating a New View from Scratch
Modifying, Renaming, or Deleting a View
Customizing a View’s Settings
Configuring Columns
Grouping Data
Sorting Data
Applying Filters to the View
Configuring Fonts and Other General Settings
Creating Rules for Conditional Formatting of Text
Printing in Outlook
Overview of Print Styles
Printing from Outlook
Creating Custom Print Styles
Deleting Print Styles
Resetting Print Styles
Custom Printing with Scripts and Word
Using a Custom Contact Style
Using a Custom Message Style
Custom Printing with Excel
27. Designing and Using Forms
Overview of Standard Forms, Item Types, and Message Classes
Outlook Forms
Outlook Item Types
Outlook Message Classes
Creating Custom Forms from Standard Forms
Compose vs. Read
Outlook Fields
Item Types and Fields
Creating Custom Forms from Scratch
Creating Multipage Forms
Adding and Arranging Controls
Properties
Display
Layout
Value
Validation
Standard Controls
Adding Graphics to Forms
Adding User-Defined Fields
Publishing and Sharing Forms
Saving Forms
Publishing Forms
Choosing Forms
Using Forms Effectively
28. Automating Common Tasks
Understanding Automation Options
Understanding Macros
Using Macros
Creating a Macro from Scratch
Running a Macro
Editing a Macro
Stepping Through a Macro
Deleting a Macro
Sharing Macros with Others
Setting Macro Security
Specifying Trusted Sources
Signing Your Macros to Avoid Security Warnings
6. Managing and Securing Outlook
29. Managing Outlook Folders and Data
Understanding Outlook Folders
Working with the Folder List
Using and Managing Folders
Using a Folder
Creating a Folder
Adding a Folder Shortcut to the Navigation Pane
Working with Favorite Email Folders
Working with Other Folder Groups
Creating Folder Groups
Adding Folders to a Group
Remove Folders from a Group
Renaming a Folder
Copying and Moving a Folder
Deleting a Folder
Setting Folder Properties
Configuring General Folder Properties
Configuring Home Page Properties for a Folder
Configuring AutoArchive Properties for a Folder
Configuring Permissions for a Folder
Configuring Synchronization Properties for a Folder
Configuring Properties for a Contacts Folder
Using Home Pages with Folders
Why Use Home Pages?
Assigning a Web Page to a Folder
Removing a Web Page from a Folder
Using a Folder’s Home Page
Using Multiple Personal Folders
Adding a Personal Folder
Removing a Personal Folder
Managing Data
Copying and Moving Data to Other Folders
Storing Items in the Root of Your Mail Store
30. Archiving, Backing Up, and Restoring Outlook Data
Archiving Your Outlook Data
Archiving Your Data Manually
Restoring Data After a System Failure or a Reinstallation
Configuring Automatic Archiving
Run AutoArchive Every n Days
Prompt Before AutoArchive Runs
Delete Expired Items
Archive Or Delete Old Items
Show Archive Folder In Folder List
Specifying How Archived Items Are Handled
Applying Settings to All Folders
Using AutoArchive Settings for Individual Folders
Setting Retention Policy
Backing Up and Restoring Data
Backing Up Your Outlook Data
Backing Up Your Personal Folders
Backing Up Using File Copy
Backing Up Using the Microsoft Backup Utility
Restoring Your Data
Using the Offline Folders Option
31. Moving Data in and out of Outlook with Import/Export
Exporting Data
Exporting Outlook Data to a .pst File
Exporting Addresses
Exporting Data to a File
Importing Data
Importing Data into Outlook
Importing Internet Mail Account Settings
Importing Internet Mail and Addresses
Importing a vCard File
Importing an iCalendar or a vCalendar File
Importing from Another Program File
32. Finding and Organizing Outlook Data
Using Instant Search
Configuring Instant Search
Turning Instant Search On and Off
Choosing Search Options
Controlling Which Data Files Are Searched
Performing a Search
Refining Your Search
Making Fields from Custom Forms Available
Configuring Indexing Options
Searching for Contacts
Using Advanced Find
The Advanced Find Dialog Box
Specifying Advanced Search Criteria
Organizing Data
Organizing Your Email
Search Folders
Using Folders
Using Rules
Using Color Categories
Using Views
Organizing Your Calendar, Contacts, Tasks, and Notes
Organizing Your Outlook Items Effectively
33. Security and Virus Protection
Providing Virus Protection
Implementing Server-Side Solutions
Implementing Client-Side Solutions
Virus Protection in Outlook
Protecting Against Viruses in Attachments
Protected View
Level 1 Attachments
Level 2 Attachments
Configuring Blocked Attachments
Configuring Attachments in Exchange Server
Using Outlook Security Settings
Attachment Security Settings
Custom Form Security Settings
Configuring Security Using Group Policy
Setting the Outlook Security Mode
Configuring Attachment Blocking Directly in Outlook
Removing Blocked File Types from the Level 1 List
Adding Blocked File Types to the Level 1 List
Opening Blocked Attachments
Allowing Level 1 Attachments
Allowing Level 2 Attachments
Protecting Against Office Macro Viruses
Enabling Applications to Send Email with Outlook
Configuring Programmatic Access
Configuring Programmatic Access Using Group Policy
Trusting Applications
Using Group Policy to Trust Applications
Tips for Securing Your System
7. Collaboration
34. Delegating Responsibilities to an Assistant
Delegation Overview
Assigning Delegates and Working as an Assistant
Adding and Removing Delegates
Taking Yourself Out of the Meeting Request Loop
Opening Folders Delegated to You
Scheduling on Behalf of Another Person
Sending Email on Behalf of Another Person
Granting Access to Folders
Configuring Access Permissions
Accessing Other Users’ Folders
Sharing Folders with Invitations
35. Sharing Calendars
Sharing Your Calendar
Managing Your Shared Calendar Information
Understanding What Status Is Available
Publishing Your Schedule
Publishing Your Calendar to Microsoft Office Online
Publishing to FTP, HTTP, and File Servers
Setting the Search Location for Free/Busy Information
Refreshing Your Schedule
Sharing Your Calendar via Email
Sending a Link to Your Internet Free/Busy Information Through Email
Changing the Free/Busy Status of an Item
Using Calendar Groups and Schedule View
Using the Built-In Calendar Groups
Creating a Calendar Group
Creating a Group from Existing Calendars
Moving/Removing Calendars and Groups
Creating Your Own Free/Busy Server
36. Integrating Outlook with Other Office Applications
Using Contacts for a Mail Merge in Word
Filtering Contacts in or out of the Merge
Performing a Mail Merge from Outlook
Exporting Contacts to Access
Importing Contacts from Access
Exporting Contacts to Excel
Importing Contacts from Excel
Exporting Tasks to Office Applications
Using Notes in Other Applications
37. Using Office Communicator and Outlook
Overview of OCS and Office Communicator
Configuring Office Communicator
Setting Up the Server Connection
Configuring Online Presence and Status Behavior
Setting Access Levels
Turning on Conversation History
Organizing Your Contacts
Using OCS and Office Communicator Features in Outlook
Viewing Availability
Sending Email
Replying with an IM
Making a Call
Using Outlook Features from Office Communicator
Sending Email from Communicator
Scheduling a Meeting from Communicator
Adding a Communicator Contact to Outlook
Using Conversation History
Configuring History Behavior in Communicator
Working with the Conversation History Folder
38. Collaboration with Outlook and SharePoint
Overview of SharePoint
The Foundations of SharePoint
Extending SharePoint with MOSS or SharePoint Server 2010
Setting Up Alerts
Alerts in WSS 3.0/MOSS
Alerts in SharePoint Foundation/SharePoint Server 2010
Add an Alert for an Entire List or Library
Adding an Alert for a Single Item
Working with Shared Documents
Uploading a Document—WSS 3.0/MOSS
Uploading a Document—SharePoint 2010
Creating a Document from the Site
Working with Existing Documents and Version Control
Working with Shared Contacts in Outlook
Integrating Outlook and SharePoint Calendars
Managing SharePoint List Connections in Outlook
Configuring Alerts from Outlook
Adding Alerts from Outlook
Editing and Deleting Alerts from Outlook
Rules Based on Alerts
Using Outlook to Work with SharePoint Libraries and Files
Connecting a SharePoint Library to Outlook
Downloading Individual Files from a SharePoint Library to Outlook
Opening Files from a SharePoint Site in Outlook
Editing Files from a SharePoint Site in Outlook
Removing SharePoint Files in Outlook
Removing SharePoint Folders in Outlook
Using Email to Add a File to a SharePoint Library
8. Using Outlook with Exchange Server
39. Configuring the Exchange Server Client
Outlook as an Exchange Server Client
Configuring General Properties
Configuring Advanced Properties
Configuring Security Properties
Configuring Connection Properties
Verifying Connection Status
Testing AutoConfiguration
40. Using Outlook with Exchange Server
Sending Messages
Addressing Messages
Checking Names
Controlling When Messages Are Delivered
Setting Messages to Expire
Recalling a Sent Message Before It Is Read
Copying Global Addresses to Your Contacts Folder
Voting in Outlook
Sending a Message for a Vote
Using the Default Voting Responses
Using Custom Responses
Casting Your Vote
Viewing and Sorting Votes
Setting Options for Voting
41. Working Offline and Remotely
Offline vs. Remote
Establishing a Remote LAN Connection
Using HTTP to Connect (Outlook Anywhere)
Working Offline with Outlook 2010 and Exchange Server
Configuring Startup Options
Using Offline Folders
Synchronizing with the Exchange Server Mailbox
Synchronizing with Send/Receive Groups
Using an Offline Address Book
9. Mobility
42. Accessing Your Outlook Items Through a Web Browser
Overview of Outlook Web App
Outlook Web App Features
Web Browser Options
Authentication Options
Using Outlook Web App
Connecting to the Server
Sending and Receiving Messages
Sorting Messages
Copying and Moving Messages
Deleting Messages
Working with Other Folders
Renaming and Deleting Folders
Working with Calendar, Contacts, and Other Items
Calendar Folder
Contacts Folder
Other Folders
Configuring the Out Of Office Assistant in Outlook Web App
Configuring Other Options for Outlook Web App
43. Making Outlook Mobile
Why Mobility Is Important
Overview of Mobility Features in Exchange Server
Using Outlook Anywhere for Remote Access to Exchange Server
Using Outlook Mobile Service Accounts
Adding an Outlook Mobile Service Account
Using the Mobile Address Book
Sending Text Messages to Mobile Users
Forwarding Messages to Mobile Devices
Forwarding Alerts and Messages to Your Mobile Devices
Setting Up Alerts for Exchange Server Accounts
Forward Calendar Alerts and Summaries from Exchange Server
Forward Email Messages
Setting Up Client-Side Alerts and Forwarding
Forwarding Calendar Alerts and Summaries from Outlook
Setting Up Mobile Reminders from Outlook
Setting Up Email Forwarding to Mobile Devices from Outlook
Creating Rules to Forward Messages to Mobile Devices
Setting Outlook Mobile Service Options
Using a Mobile Signature
Index
About the Author
Copyright
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