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Microsoft® Office Outlook® 2003 Inside Out

Book Description

Take your Microsoft Outlook experience to the next level! This supremely organized reference packs hundreds of timesaving solutions, troubleshooting tips, and handy workarounds for Microsoft Office Outlook 2003 in concise, fast-answers format.

Table of Contents

  1. Microsoft® Office Outlook® 2003 Inside Out
  2. A Note Regarding Supplemental Files
  3. About the CD
    1. What's On the CD
    2. Using the CD
    3. System Requirements
    4. Support Information
  4. Conventions and Features Used in This Book
    1. Text Conventions
    2. Design Conventions
  5. Introduction
    1. Who This Book Is For
    2. How This Book Is Organized
      1. Part 1—Working with Outlook
      2. Part 2—Messaging
      3. Part 3—Contact Management
      4. Part 4—Scheduling
      5. Part 5—Customizing Outlook
      6. Part 6—Managing and Securing Outlook
      7. Part 7—Using Outlook with Exchange Server
      8. Part 8—Collaboration and Mobility
      9. Companion CD
    3. What's New in Outlook 2003
      1. A New Interface
      2. Search Folders
      3. Cached Exchange Mode
      4. Junk Mail Blocking and External Content Filtering
      5. Windows SharePoint Services
      6. Information Rights Management
      7. Business Contact Manager
      8. Outlook Web Access
  6. We'd Like to Hear from You!
  7. Acknowledgments
  8. About the Author
  9. 1. Working With Outlook
    1. 1. Outlook Architecture, Setup, 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 Outlook's 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. Support for Security Zones
        2. Protection Against Web Beacons
        3. Attachment and Virus Security
        4. Macro Viruses
        5. Digital Signatures
        6. Message Encryption
        7. Security Labels
        8. 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. Use RUNAS to Change User Context
        7. Startup Switches
        8. Choosing a Startup View
        9. Creating Shortcuts to Start New Outlook Items
    2. 2. Advanced Setup Tasks
      1. Starting Outlook for the First Time
      2. Configuring Accounts and Services
        1. Testing Your E-Mail Account
      3. Understanding User 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
          2. Configuring Cached Exchange Mode
        5. Changing Your Data Storage Location
          1. Setting Delivery Options
    3. 3. Working in and Configuring Outlook
      1. Understanding the Outlook Folders
      2. Working with the Standard Outlook Views
        1. Outlook Today
        2. Inbox
        3. Previewing Messages
        4. Customizing the Inbox View
        5. Calendar
        6. Working with the Schedule
        7. Using the Calendar's Reading Pane
        8. Using the TaskPad
        9. Using the Date Navigator
        10. Customizing the Calendar View
        11. Contacts
        12. Customizing the Contacts View
        13. Tasks
        14. Customizing the Tasks View
        15. Notes
        16. Deleted Items
        17. Choosing the Startup View
      3. Using Other Outlook Features
        1. Using the Navigation Pane
          1. Using Objects on the Navigation Pane
          2. Controlling the Navigation Pane's Appearance
        2. Using the Standard Outlook Toolbars
        3. Using Multiple Outlook Windows
        4. Using the Folder List
        5. Using the Status Bar
        6. Using the Reading Pane
        7. Using AutoPreview
        8. Using the InfoBar
      4. Configuring Outlook Options
        1. Preferences
        2. Mail Setup
        3. Mail Format
        4. Spelling
          1. Checking Spelling
          2. Using AutoCorrect
          3. Editing a Custom Spelling Dictionary
          4. Using International Dictionaries
        5. Security
        6. Other
          1. Defining the Default Program for E-Mail, Contacts, and Calendar
          2. Processing Deleted Items
          3. Setting Up AutoArchive
          4. Customizing the Reading Pane
          5. Setting Up Person Names
        7. Delegates
        8. Setting Advanced Options
          1. Configuring Reminder Options
          2. Setting Service Options
      5. Using Outlook on the Web
        1. Browsing the Web with Outlook
        2. Connecting to Exchange Server with HTTP
        3. Using NetMeeting
        4. Using NetShow
      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
    4. 4. Using Categories and Types
      1. Understanding Categories
      2. The Master Category List
      3. Customizing Your Personal Master Category List
      4. Assigning Categories to New Items
        1. Assigning Categories Automatically
      5. Modifying Categories and Category Assignments
        1. Changing Existing Categories
        2. Resetting the Master Category List to Its Default Version
        3. Changing Category Assignments
        4. Changing Category Assignments of Multiple Items at One Time
      6. Organizing Data with Categories
      7. Sharing a Personal Category List
        1. Exporting Your Personal Master Category List
        2. Importing Categories
          1. An Alternative to the Registry Solution
      8. Using Entry Types
  10. 2. Messaging
    1. 5. Managing Address Books and Distribution Lists
      1. Understanding Address Books
        1. Outlook Address Book
        2. Personal Address Book
        3. Global Address List
        4. Other Address Lists
      2. Configuring Address Books and Addressing Options
        1. Adding a PAB
        2. Setting Options for the OAB
        3. Setting Options for the PAB
        4. Removing Contacts Folders from the OAB
        5. 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
      3. Managing Contacts in the Personal Address Book
        1. Creating Address Book Entries
        2. Modifying Addresses
        3. Removing Addresses
      4. Finding People in the Address Book
      5. Using AutoComplete for Addresses
        1. Deleting a Name from the Cache
        2. Deleting the Entire Cache
      6. Using Distribution Lists
        1. Creating Distribution Lists
        2. Creating a Contacts Distribution List
        3. Modifying a Distribution List
        4. Renaming a Distribution List
        5. Deleting a Distribution List
        6. Hiding Addresses When Using a Distribution List
        7. Distribution Lists for Multiple Address Fields
        8. Granting Delegate Permission to a Distribution List
        9. Using Distribution Lists on a Server
          1. Modifying a Server-Side Distribution List
          2. Adding a Server-Side Distribution List to Contacts
      7. Automatically Adding Addresses to the Address Book
    2. 6. Using Internet Mail
      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. Understanding Where Outlook Stores HTTP Messages
        3. Using Outlook with Prodigy
        4. 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. Set Your Own Computer as the Outgoing Mail Server
      8. Viewing Full Message Headers
    3. 7. 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. Use Templates and Custom Forms for Addressing
        6. Using Word to Compose Messages
        7. Specifying Message Priority and Sensitivity
        8. Saving a Message to Send Later
        9. Setting Sending Options
        10. Controlling When Messages Are Sent
        11. Requesting Delivery and Read Receipts
        12. Using Message Tracking and Receipts Options
        13. Sending a Message for Review
        14. Sending a Message as an Attachment
        15. Sending to a Routing Recipient
        16. Replying to Messages
        17. Forwarding Messages
        18. Using Other Reply and Forwarding Options
      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. Managing Messages and Attachments
        1. Saving Messages Automatically
        2. Retaining a Copy of Sent Messages
        3. Saving Attachments to a Disk
        4. Saving Messages to a File
        5. Configuring Message Handling
        6. Moving and Copying Messages Between Folders
        7. Deleting Messages
      4. Including More Than Text
        1. Formatting Text in Messages
        2. Including Graphics in Messages
          1. Attaching Graphics Files to Plain-Text Messages
          2. Inserting Graphics with Outlook as the Editor
          3. Inserting Graphics with Word as the Editor
        3. Inserting Hyperlinks
          1. Inserting Hyperlinks with Outlook as the Editor
          2. Inserting Hyperlinks with Word as the Editor
          3. Inserting Files in the Body of a Message
        4. Attaching Files
        5. Attaching a Business Card to a Message
      5. Customizing Your Messages with Stationery
        1. Using Predefined Stationery
        2. Creating Your Own Stationery
      6. Using Signatures
        1. Understanding Message Signatures
        2. Defining Signatures
        3. Adding Signatures to Messages
      7. Using Instant Messaging
        1. Installing Windows Messenger
        2. Adding Contacts for Windows Messenger
        3. Setting Instant Messaging Options
        4. Sending Instant Messages in Outlook
      8. Configuring Other Messaging Options
        1. Setting Up Notification of New Mail
        2. Controlling Dial-Up Account Connections
        3. Formatting Internet and International Messages
          1. Setting Internet Format
          2. Setting International Options
    4. 8. Filtering, Organizing, and Using Automatic Responses
      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 Outgoing Messages
        2. Viewing and Responding to Flagged Messages
        3. Flagging Sent and Other Messages
        4. Flagging Contact Items
      3. Grouping Messages by Customizing the Folder View
      4. Processing Messages Automatically
        1. Understanding Message Rules
        2. Creating Client-Side and Server-Side Rules
        3. Creating New Rules
        4. Applying Rules to Specific Folders
        5. Copying Rules to Other Folders
        6. Creating Rules Based on Existing Messages
        7. Creating Rules That Use OR Logic
        8. Modifying Rules
        9. Setting Rule Order
        10. Stopping Rules from Processing
        11. Disabling and Removing Rules
        12. Sharing Rules with Others
        13. Backing Up and Restoring Rules
        14. Using the Organizer Pane to Create Rules
        15. Using Rules to Move Messages Between Accounts
        16. Running Rules Manually and in Specific Folders
      5. Managing Junk and Adult Content Mail
        1. How Outlook 2003 Junk Filtering Works
          1. No Protection
          2. Low
          3. High
          4. Safe Lists Only
          5. Understanding How Outlook Uses the Filter Lists
          6. Delete Instead of Move
          7. Junk Filtering with Exchange Server
          8. Junk Filtering with Non-Exchange Accounts
        2. Enabling and Configuring Junk E-Mail Filtering
        3. Marking and Unmarking Junk Mail
        4. Creating Other Junk E-Mail Rules
        5. Other Spam Filtering Solutions
          1. Filtering in Exchange Server
          2. Third-Party Filters
      6. Creating Automatic Responses with the Out Of Office Assistant
        1. Managing Mail When You're Out
        2. Using the Out Of Office Assistant
          1. Setting Up the Out Of Office Assistant
          2. Creating Custom Out Of Office Rules
          3. Applying OR Logic in Out Of Office Assistant Rules
      7. 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
      8. Using Message Alerts
    5. 9. Sending and Receiving Faxes
      1. The Native Windows Fax Service
      2. Configuring the Fax Service
        1. Installing Under Windows 2000
        2. Adding Microsoft Fax to Your Profile
        3. Configuring Microsoft Fax in Windows 2000
        4. Configuring User Properties
          1. User Information Tab
          2. Cover Pages Tab
          3. Status Monitor Tab
          4. Advanced Options Tab
      3. Working with the Windows XP Fax Service
        1. Adding Fax Services in Windows XP
        2. Configuring the Windows XP Fax Service
      4. Sending Faxes
      5. Using Cover Pages
        1. Adding Default Cover Pages
        2. Creating New Cover Pages
      6. Receiving Faxes with Outlook in Windows 2000
        1. Viewing Faxes
          1. Controlling the View
          2. Setting the Default Viewer
        2. Printing Incoming Faxes
      7. Managing Faxes
      8. Faxing Across the Internet
    6. 10. Securing Your System, Messages, and Identity
      1. Using Security Zones
      2. Configuring HTML Message Handling
      3. 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
      4. 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
      5. 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
      6. Virus Protection
        1. Protecting Against Viruses in Attachments
          1. Level 1 Attachments
          2. Level 2 Attachments
        2. Protecting Against Office Macro Viruses
      7. Protecting Data with Information Rights Management
        1. Using Microsoft's IRM Service
        2. Viewing IRM-Protected Messages
        3. Working with Multiple Accounts
    7. 11. Processing 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
    8. 12. Integrating Outlook Express and Outlook
      1. Copying Messages and Addresses to Outlook
        1. Understanding How Outlook Express Stores Messages
        2. Migrating Messages Between Systems
        3. Migrating Your Windows Address Book Between Systems
        4. Copying Messages, Addresses, and Rules to Outlook from Outlook Express
          1. Exporting Addresses from Outlook Express
          2. Importing Addresses Within Outlook
      2. Copying Addresses and Messages to Outlook Express
        1. Copying Addresses from an Outlook PAB to Outlook Express
        2. Copying Outlook Contacts to Outlook Express
        3. Copying Messages from Outlook to Outlook Express
      3. Copying Accounts
        1. Copying Accounts to Outlook
        2. Copying Accounts to Outlook Express
    9. 13. Using Outlook Express for Public and Private Newsgroups
      1. Overview of Newsgroups and News Servers
      2. Configuring Outlook Express for Newsgroups
        1. Starting Outlook Express to Read Newsgroups
        2. Setting Up a News Account
        3. General Tab
        4. Server Tab
          1. Connection Tab
          2. Advanced Tab
      3. Managing the Newsgroup List
        1. Downloading and Updating the List
        2. Subscribing and Unsubscribing to Groups
        3. Viewing a Group
        4. Searching Descriptions
      4. Reading Messages
        1. Downloading Message Headers
        2. Viewing and Reading Messages
        3. Working with Message Threads
        4. Unscrambling Messages
      5. Posting Messages
        1. Posting a Message to a Single Group
        2. Posting a Message to Multiple Groups
      6. Processing Newsgroups and Working Offline
        1. Downloading a Selection of Messages
        2. Creating Messages Offline
        3. Synchronizing Individual Newsgroups
        4. Synchronizing All Newsgroups and E-Mail Accounts
      7. Monitoring and Managing Messages
        1. Flagging Messages
        2. Watching a Conversation
        3. Ignoring a Conversation
        4. Finding Messages
        5. Filtering and Controlling the Message View
          1. Adding and Removing Columns
        6. Controlling Which Messages Are Shown
      8. Using Rules
        1. Creating Custom Views
        2. Processing Messages with Rules
      9. Working with Attachments
        1. Previewing Attachments
        2. Saving Attachments
        3. Posting Messages with Attachments
        4. Decoding Attachments
      10. Archiving and Restoring Messages
        1. Archiving Messages
        2. Archiving a Newsgroup
        3. Moving Your Message Store
        4. Retaining Accounts and Messages During a Reinstallation
          1. Retaining Accounts
          2. Retaining Messages
  11. 3. Contact Management
    1. 14. 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. Linking a Contact to Existing Outlook Items
          2. Linking a Contact to a Document
          3. Linking a Contact to a New Message
          4. 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. Sending a Letter to a Contact
        7. Connecting to a Contact's Web Site
        8. Scheduling Appointments and Meetings with Contacts
          1. Scheduling an Appointment with a Contact
          2. Scheduling a Meeting with a Contact
        9. Assigning a Task to a Contact
        10. Flagging a Contact for Follow-Up
        11. Finding Contacts
        12. Making a Common Change to Multiple Contacts
      5. Viewing Contacts
        1. Using Standard Views in the Contacts Folder
        2. Customizing the Contacts View
          1. Filtering the Contacts View
          2. Configuring Fonts and Card Dimensions
          3. Using Automatic Formatting
      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 a Public Folder
        3. 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 to Your Contacts Folder
      9. Setting Contact Options
    2. 15. Using Microsoft Business Contact Manager
      1. Understanding What Business Contact Manager Can Do
      2. Installing and Running Business Contact Manager
        1. Where Is Business Contact Manager?
        2. Adding and Removing Business Contact Manager for a Profile
      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 Opportunities
        1. Creating and Managing Products
        2. Adding Products to an Opportunity
      6. Tracking Item History
      7. Attaching Items
      8. Creating Reports
        1. Navigating Through a Report
        2. Modifying Reports
        3. Saving Reports
        4. Printing Reports
      9. Importing and Exporting Information
        1. Importing Contacts or Accounts
        2. Importing Products
      10. Managing Your Business Contact Manager Data
        1. Cleaning Up the Database
        2. Backing Up the Database
        3. Restoring the Database
        4. Deleting Databases
    3. 16. 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 Outlook Express
      4. Using LDAP to Find People
        1. Searching from Outlook
        2. Searching from Outlook Express
        3. Searching from Windows
      5. Configuring an LDAP Server
        1. Adding Global Catalog Servers
        2. Configuring Exchange Server 5.x LDAP Properties
          1. Setting Up Referrals
        3. Configuring Windows 2000 Server and Windows Server 2003 LDAP Properties
          1. Creating External Referrals
          2. Securing Global Address Lists
    4. 17. 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 Other Folder
        7. Changing Note Color
        8. Assigning Categories to Notes
        9. Printing a Note
        10. Date and Time Stamping Notes
        11. Deleting a Note
      4. Viewing Notes
    5. 18. Keeping a 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. Changing Journal Entries
        1. Modifying an Entry
        2. Moving an Entry on the Timeline
        3. Deleting an Entry
      5. Connecting Journal Activities to Individual Contacts
      6. 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 in the Monthly Timeline
          2. Showing Week Numbers
      7. Printing Journal Items
      8. Sharing Journal Information
  12. 4. Scheduling
    1. 19. Scheduling Appointments
      1. Calendar Basics
        1. Understanding Calendar Items
        2. Using the Time Bar
        3. Using the Date Navigator
        4. Using the TaskPad
        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. Assigning a Contact
        7. Categorizing an Appointment
        8. Saving an Appointment
        9. 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
      6. Deleting an Appointment or Event
      7. Using Color Effectively
        1. Assigning Color to an Appointment Manually
        2. Assigning Color to an Appointment Automatically
      8. Printing Calendar Items
      9. Customizing the Current Calendar View
        1. Redefining Fields
        2. Filtering Calendar Items
        3. Controlling Fonts and Other View Settings
      10. Creating a Custom View
        1. Creating a New View
        2. Copying a View
      11. Backing Up Your Schedule
      12. Sharing Your Calendar
      13. Managing Your Free/Busy Information
        1. Understanding What Status Is Available
        2. Publishing Your Schedule
          1. Publishing to the Microsoft Office Internet Free/Busy Service
          2. Publishing to FTP, HTTP, and File Servers
        3. Setting the Search Location for Free/Busy Information
        4. Configuring Authentication for Free/Busy Searches
        5. Refreshing Your Schedule
        6. Sending Your Free/Busy Information Through E-Mail
        7. Changing the Free/Busy Status of an Item
      14. Working with Group Schedules
        1. Creating a Group Schedule
        2. Adding Members to the Group
        3. Viewing a Group Schedule
        4. Setting Up a Meeting or Sending E-Mail
      15. Creating Your Own Free/Busy Server
      16. Managing Time Zones
        1. Changing the Time Zone
        2. Using Two Time Zones
      17. Publishing Your Calendar as a Web Page
    2. 20. 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. Responding to a Meeting Request
        1. Receiving a Request for a Meeting
        2. Receiving a Response to Your Request
        3. Checking Attendees
      3. Scheduling Resources
        1. Setting Up Resources for Scheduling
        2. Using the Configured Resources
      4. Holding an Online Meeting
        1. Setting Up NetMeeting
        2. Scheduling a NetMeeting Conference
        3. Using NetMeeting
        4. Meeting Through Exchange Conferencing Server
        5. Meeting Through Windows Media Services
    3. 21. Managing Your Tasks
      1. Working with Tasks in the Tasks Folder
        1. Creating a Task
        2. Copying an Existing Task
        3. Creating a Recurring Task
        4. Adding a Reminder
        5. Setting a Task Estimate
        6. 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 on the TaskPad
          1. Changing the TaskPad's View
          2. Setting TaskPad Options
        2. Working with Tasks in Outlook Today
    4. 22. 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
  13. 5. Customizing Outlook
    1. 23. 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
    2. 24. 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. Value
          3. Validation
        2. Standard Controls
      6. Adding Graphics to Forms
      7. Using Office Documents to Create Outlook Forms
      8. Publishing and Sharing Forms
        1. Publishing Forms
        2. Publishing Forms Programmatically
        3. Sharing Forms in Public Folders
      9. For More Information on VBScript and Outlook
    3. 25. 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 or Public Folder
        5. Adding a File Folder or Document to the Navigation Pane
        6. Adding a Web Site to the Navigation Pane
        7. Removing an Icon from the Navigation Pane
        8. Renaming a Shortcut on the Navigation Pane
        9. Working with Groups on the Navigation Pane
          1. Adding a Group to the Navigation Pane
          2. Renaming a Group on the Navigation Pane
          3. Removing a Group from the Navigation Pane
      2. Customizing Command Bars
        1. Working with Toolbars
          1. Displaying and Hiding Toolbars
          2. Moving and Docking Toolbars
        2. Creating Custom Command Bars
          1. Adding Items
          2. Removing Items
          3. Reorganizing Items
          4. Modifying Command Bar Items
          5. Changing the Width of the Drop-Down List
          6. Changing the Button Size
          7. Restoring Default Command Bars
          8. Renaming a Custom Toolbar
          9. Deleting a Custom Command Bar
          10. Sharing a Custom Command Bar
          11. Recovering the Default Command Bars
          12. Controlling Command Bar Appearance and Behavior
      3. Customizing Outlook Today View
        1. Configuring Outlook Today
          1. Specifying the Startup Option
          2. Specifying Folders to Show
          3. Setting Calendar Options
          4. Setting Task Options
          5. Using Styles
        2. Customizing Outlook Today with HTML
          1. Extracting Outlook Today's HTML Code
          2. Modifying Outlook Today
          3. Specifying Your Custom Outlook Today Page
          4. Sharing an Outlook Today Page
    4. 26. 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
    5. 27. 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
  14. 6. Managing and Securing Outlook
    1. 28. 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
    2. 29. 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
      4. Configuring Delegate Permissions in Exchange Server
        1. Understanding the Send As and Send on Behalf Permissions
        2. Granting Send As Permission for a Mailbox
        3. Granting Send As Permission for a Public Folder
        4. Using Send As Permission
        5. Granting Send on Behalf Permission in Exchange Server
          1. Granting Send on Behalf for a Mailbox
          2. Grant Send on Behalf for a Public Folder
        6. Granting Send on Behalf Privileges to a Distribution List
        7. Using Send on Behalf
        8. Troubleshooting Permissions
    3. 30. Managing Folders, Data, and Archiving
      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 Properties for a Contacts Folder
          3. Configuring AutoArchive Properties for a Folder
          4. Configuring Administration Properties for a Folder
          5. Configuring Form Properties for a 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 Personal Folders or Mailbox Branch
        3. Archiving Your Data Automatically
        4. Archiving Your Data Manually
        5. Restoring Data After a Crash or a Reinstallation
      7. Configuring the Automatic Archiving of Items
        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. Specify How Archived Items Are Handled
        7. Apply Settings to All Folders
        8. AutoArchive Settings for Individual Folders
        9. Setting Retention Policy
    4. 31. Finding and Organizing Data
      1. Using the Find A Contact Tool to Search for Contacts
      2. Using the Find Bar
      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 Colors
          5. Using Views
          6. Using the Organize Pane
        2. Organizing Your Calendar
        3. Organizing Contacts, Tasks, and Notes
    5. 32. Data Security and Virus Protection
      1. Backing Up and Restoring Data
        1. Backing Up Your Outlook Data
        2. Backing Up Your Personal Folders
        3. Backing Up Using File Copy
        4. Backing Up Using Microsoft's Backup Utility
        5. Restoring Your Data
        6. Scheduling Automatic Backups
        7. Backing Up Additional Outlook Data
      2. Exporting Data
        1. Exporting Outlook Data to a PST
        2. Exporting Addresses
        3. Exporting Data to a File
      3. Importing Data
        1. Importing Data to 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. Providing Virus Protection
        1. Implementing Server-Side Solutions
        2. Implementing Client-Side Solutions
      5. Configuring Blocked Attachments
        1. Configuring Attachments in Exchange Server
          1. Installing the Trusted Code Control
          2. Creating a Public Folder to Contain Custom Security Settings
          3. Creating Custom Security Settings
        2. Modifying Security Settings
        3. Configuring Clients for Custom Security
        4. Configuring Attachment Blocking Directly in Outlook
          1. Removing File Types from the Level 1 List
          2. Adding File Types to the Level 1 List
      6. Enabling Applications to Send E-Mail with Outlook
        1. Configuring Programmatic Settings
          1. Trusting Applications
  15. 7. Using Outlook with Exchange Server
    1. 33. Deploying and Managing Outlook in a Network
      1. Using Roaming Profiles
      2. Configuring Folders and Permissions
        1. Setting Up a Home Folder in Windows 2000 Server and Windows Server 2003
        2. Setting Up a Home Folder in Windows NT Server
      3. When Multiple Users Share One Computer
      4. Customizing Outlook and Office Setup
        1. Deploying Outlook with the Custom Installation Wizard
        2. Creating Outlook and Office Profiles for Users
      5. Deploying Office and Outlook with Group Policy
        1. Preparing the Package
        2. Setting Up Distribution Shares
        3. Creating the Group Policy Object
      6. Group Policy Considerations for Outlook and Office
        1. Setting Default Programs Through Policy
        2. Redirecting Folders Through Policies
        3. Resource Kit Tools for Controlling Office Group Policies
    2. 34. 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
      6. Configuring Remote Mail Properties
      7. Controlling Where Outlook Stores Exchange Server Messages and Data
    3. 35. Messaging 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. Linking a Contact Item to a Message
        10. Assigning a Category to a Message
      2. Recalling a Sent Message Before It's 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
    4. 36. Supporting Outlook Under Exchange Server
      1. Understanding Client Options for Exchange Server
        1. Outlook
        2. Outlook Web Access
        3. Outlook Express
        4. Other Mail Clients
      2. Managing User Mailboxes
        1. Managing Mailboxes in Exchange 2000 Server and Exchange Server 2003
        2. Managing Mailboxes in Exchange Server 5.5
      3. Configuring Alternate Recipients
        1. Specifying Recipients in Exchange 2000 Server and Exchange Server 2003
        2. Specifying Recipients in Exchange Server 5.5
      4. Forwarding Messages to Users' Internet Mail Accounts
        1. Creating Mail-Enabled Contacts in Exchange 2000 Server and Exchange Server 2003
        2. Creating Custom Recipients in Exchange Server 5.5
      5. Archiving (Journaling) All Messages
        1. Archiving in Exchange 2000 Server and Exchange Server 2003
        2. Journaling in Exchange Server 5.5
      6. Configuring and Enabling Instant Messaging
      7. Managing Exchange Server Address Lists
        1. Adding External Addresses to the GAL
        2. Restricting Access to the GAL
        3. Creating and Security Custom Address Lists
      8. Creating Distribution Lists
      9. Creating Public Folders
    5. 37. Working Offline and Remotely
      1. Offline vs. Remote
      2. Establishing a Remote LAN Connection
        1. Using Dial-Up and VPN Servers
          1. Windows NT RRAS
          2. Windows 2000 and Windows 2003 RRAS
        2. Using HTTP to Connect
      3. Working Offline with Outlook 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 2003
        2. Remote Mail vs. Offline Folders
        3. Configuring Your System for Remote Mail
        4. Downloading Message Headers
        5. Forcing Remote Mail for a LAN Connection
        6. Processing Headers with Send/Receive Groups
          1. Configuring Header Processing for Exchange 2000 or Earlier Versions
          2. Configuring Header Processing for Exchange Server 2003
      5. Configuring Cached Exchange Mode Synchronization
  16. 8. Collaboration and Mobility
    1. 38. Sharing Information with Others
      1. Sharing Overview
      2. Sharing a Common PST with the Briefcase
      3. Setting Up Public Folders
        1. Creating a Public Folder
        2. Configuring Folder Properties
          1. Setting General Properties
          2. Defining a Folder Home Page
          3. Configuring Administration Properties
          4. Setting Up Forms
          5. Setting Permissions on Public Folders
        3. Applying Rules to Folders
      4. Setting Up a Message Board
        1. Setting Up an Unmoderated Message Board
        2. Setting Up a Moderated Message Board
        3. Acting as a Moderator
      5. Working with Public Folders
        1. Navigating Public Folders
        2. Posting Information
        3. Replying to Posts in a Public Folder
          1. Replying to the Folder
          2. Replying to the Sender
          3. Forwarding Messages
        4. Using the Favorites Folder
        5. Sharing Documents and Other Files Through Public Folders
        6. Using Public Folders Offline
          1. Synchronizing Public Folders with Cached Exchange Mode
          2. Synchronizing Public Folders with Send/Receive Groups
      6. Managing Public Folders
        1. Managing Public Folders in Exchange Server 5.5
          1. Controlling the Ability to Create Public Folders in Exchange Server 5.5
          2. Controlling Anonymous Access to Public Folders in Exchange Server 5.5
          3. Setting Client Permissions in Exchange Server 5.5
        2. Managing Public Folders in Exchange 2000 Server and Exchange Server 2003
          1. Controlling Anonymous Access to Public Folders in Exchange 2000 Server and Exchange Server 2003
          2. Changing Address List Display Properties in Exchange 2000 Server and Exchange Server 2003
          3. Setting Folder Limits in Exchange 2000 Server and Exchange Server 2003
          4. Setting Client Permissions in Exchange 2000 Server and Exchange Server 2003
          5. Controlling the Ability to Create Public Folders in Exchange 2000 Server and Exchange Server 2003
      7. Managing a Newsgroup Server
        1. NNTP + Outlook = Internet Newsgroups
        2. Configuring NNTP Server Properties
          1. Configuring Server IP Address, Ports, and Connection Limits
        3. Preventing Anonymous Access
        4. Creating Newsgroups
        5. Setting Up Moderated Newsgroups
    2. 33. Managing Windows SharePoint Services
      1. Windows SharePoint Services Overview
        1. Differences Between Windows SharePoint Services and SharePoint Portal Server
        2. Understanding the Windows SharePoint Services Security Model
          1. User and Group Security
          2. Connection Security
      2. Installing Windows SharePoint Services
        1. Preparing for Windows SharePoint Services Installation
        2. Installing Windows SharePoint Services
      3. Administering Windows SharePoint Services
        1. Setting Up and Configuring Windows SharePoint Services Sites
          1. Database Configuration
          2. Extending a Virtual Server
          3. E-Mail Configuration
        2. Managing Users
          1. Adding Users
          2. Deleting and Modifying Users
          3. Customizing Site Groups
          4. Configuring Anonymous Access
        3. Site Customization
          1. Customizing Site Content
          2. Customizing the Site Home Page
        4. Configuring Self-Service Site Creation
          1. Configuring Self-Service Site Creation on the Virtual Server
          2. Using Self-Service Site Configuration
    3. 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 Contact Lists to Outlook
        3. Copying Contacts from Windows SharePoint Services to Outlook
        4. Copying Contacts from Outlook to Windows SharePoint Services
      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
    4. 41. Accessing Messages Through a Web Browser
      1. Overview of Outlook Web Access
        1. Outlook Web Access Features
        2. Web Browser Options
        3. Outlook Web Access Architecture
        4. Authentication Options
        5. Topology Considerations for Deploying Outlook Web Access
      2. Configuring Outlook Web Access in Exchange Server 5.5
        1. Enabling and Disabling Outlook Web Access Globally in Exchange Server 5.5
        2. Enabling and Disabling Outlook Web Access for Individual Users in Exchange Server 5.5
        3. Controlling Anonymous Access to Public Folders in Exchange Server 5.5
        4. Publishing Public Folders in Exchange Server 5.5
        5. Configuring the Global Address List in Exchange Server 5.5
      3. Configuring Outlook Web Access in Exchange 2000 Server and Exchange Server 2003
        1. Enabling and Disabling Outlook Web Access Globally in Exchange 2000 Server and Exchange Server 2003
        2. Enabling and Disabling Outlook Web Access for Individual Users in Exchange 2000 Server
        3. Enabling and Disabling Outlook Web Access for Individual Users in Exchange Server 2003
        4. Controlling Anonymous Access to Public Folders in Exchange 2000 Server and Exchange Server 2003
        5. Configuring a Front-End Server in Exchange 2000 Server and Exchange Server 2003
      4. 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. Selecting a Different Folder
          2. Creating New Folders
          3. Copying, Moving, 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 Time, Calendar, and Other Options for Outlook Web Access
        10. Using Rules with Outlook Web Access 2003
    5. 42. Mobility with Outlook and Exchange Server 2003
      1. Why Mobility Is Important
      2. Overview of Mobility Features in Exchange Server 2003
      3. Configuring Exchange Server for Mobile Users
        1. Configuring RPC over HTTP
        2. Exchange ActiveSync and Outlook Mobile Access
      4. Using Mobility Features
        1. Using Outlook Web Access
        2. Configuring Outlook for RPC over HTTP
      5. Synchronization Issues
    6. Installing and Updating Outlook
      1. Installing Locally
      2. Setup Command-Line Options
      3. Automated Installations
      4. Remote and Push Installation Options
      5. Updating Outlook and Office
  17. Index to Troubleshooting Topics
  18. Index
  19. About the Author
  20. Copyright