Outlook Exchange 2007 Training Manual

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							                           Microsoft Office 2007




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Table of Contents
What’s New in Outlook Exchange 2007 .............................................................................................. 1
  The New Look .................................................................................................................................. 3
  The Ribbon ....................................................................................................................................... 5
  The Message Window ...................................................................................................................... 6
  The Navigation Pane ........................................................................................................................ 7
  The To-Do Bar.................................................................................................................................. 9
  The Outlook Help ........................................................................................................................... 10
Composing and Sending Messages..................................................................................................... 11
  Attaching Files to a Message .......................................................................................................... 12
  Attaching Items to a Message ......................................................................................................... 12
  Creating / Attaching Signatures to a Message ................................................................................ 13
  Attaching Calendars to a Message .................................................................................................. 14
  Specifying Message Options .......................................................................................................... 15
  Specifying Other Message Options ................................................................................................ 16
  Recalling a Message ....................................................................................................................... 17
  Saving Messages as Drafts ............................................................................................................. 18
  Out of Office Assistant ................................................................................................................... 19
  Receiving Emails ............................................................................................................................ 20
  Opening and Saving Attachments .................................................................................................. 21
  Saving Multiple Attachments ......................................................................................................... 22
  Flagging a Message for Follow-Up ................................................................................................ 22
  Setting Quick Click ........................................................................................................................ 23
  Clearing a Flag................................................................................................................................ 23
  Applying Color Categories to Messages ........................................................................................ 24
  Clearing a Color Category .............................................................................................................. 24
  Renaming a Color Category ........................................................................................................... 25
  Sorting Messages ............................................................................................................................ 26
  Deleting Messages .......................................................................................................................... 27
  Recovering Deleted Items .............................................................................................................. 27
  Changing Views ............................................................................................................................. 29
  Working with Outlook Folders ....................................................................................................... 30
  Creating a New Folder .................................................................................................................... 31
  Renaming a Folder.......................................................................................................................... 31
  Moving a Folder ............................................................................................................................. 31
  Deleting a Folder ............................................................................................................................ 31
  Instant Search ................................................................................................................................. 32
  Enabling Instant Search .................................................................................................................. 32
  Finding a Message or Item ............................................................................................................. 32
  Refining the Search Options ........................................................................................................... 33
  Using Recent Searches ................................................................................................................... 34
  Creating a Search Folder ................................................................................................................ 34
  AutoArchiving Settings .................................................................................................................. 35
Global Address List (GAL) ................................................................................................................ 36
  How to Use the GAL ...................................................................................................................... 36
  First Name Search .......................................................................................................................... 37
                                                                                                                                                    i
  Keyword Search ............................................................................................................................. 37
  Address Book ................................................................................................................................. 37
  Advanced Find ................................................................................................................................ 38
  Creating and Adding a Contact/Electronic Business Card (EBC) ................................................. 39
  Finding Contacts ............................................................................................................................. 39
  Creating a Signature ....................................................................................................................... 40
  Sending an Electronic Business Card (EBC) ................................................................................. 40
  Adding New Contacts from Emails ................................................................................................ 41
  Saving an Electronic Business Card (EBC) ................................................................................... 41
  Working with Distribution Lists ..................................................................................................... 42
  Creating a New Folder for Contacts ............................................................................................... 42
Working with Calendars ..................................................................................................................... 43
  Customizing the Calendar View ..................................................................................................... 43
  Modifying the Calendar Time ........................................................................................................ 43
  Creating a Meeting Request ........................................................................................................... 44
  Creating a Recurrence Meeting Request ........................................................................................ 45
  Creating a Meeting with Attachments ............................................................................................ 45
  Using the Scheduling Assistant ...................................................................................................... 46
  Receiving a Meeting Request ......................................................................................................... 46
  Editing a Meeting ........................................................................................................................... 47
  Deleting a Meeting ......................................................................................................................... 47
Shared Calendar and Delegations ....................................................................................................... 48
  What is the Difference between Sharing and Delegating? ............................................................. 48
  How to View Delegate Calendar Functions ................................................................................... 50
  How to Send Meeting Requests on Behalf of Someone in Calendar ............................................. 51
  How to Accept Meeting Requests on Behalf of Someone in Calendar .......................................... 52
  Reminder Warnings ........................................................................................................................ 53
Working with Tasks ............................................................................................................................ 54
  Creating a New Task ...................................................................................................................... 54
  Scheduling Time for Tasks ............................................................................................................. 55
  Assigning a Task ............................................................................................................................ 55
  Working with Assigned Tasks ........................................................................................................ 56
  Marking a Task as Complete or Delete .......................................................................................... 56
Voicemail Add in ................................................................................................................................ 57
References ........................................................................................................................................... 65




                                                                                                                                                       ii
What’s New in Outlook Exchange 2007
Ribbon User        Ribbon User Interface is a task-oriented Graphical User Interface (GUI). While
Interface          traditional menus and toolbars remain in the main program screen, they have been
                   replaced in item screens by the Ribbon, a single mechanism that makes all the
                   commands needed to perform a task readily available.

Instant Search     This feature must first be activated by downloading a program from Microsoft’s web
                   site which allows you to search for key words in all of your message content and
                   folders, no matter which folder it is in. Results appear immediately while the search
                   continues to run. Keywords are then highlighted in the search results for easy
                   identification.

Color Category     You can add color categories to e-mails, tasks and other items to distinguish them from
                   one another or to assign them to a particular project. You can also sort items by color
                   categories.

Color Category     Color Categories are now saved in your default data file, instead of in the Windows
Roaming            registry. When using your Outlook Web Access (OWA) account, your categories are
                   available on all of the computers that you work on.

Flags              When flagging e-mails for follow-up, they will now appear in the Tasks as items in the
                   To-Do List, in the Calendar, and in the To-Do Bar.

To-Do Bar          One of the best features in Outlook 2007 is the To-Do Bar, where you have quick access
                   to your calendar upcoming appointments as well as your task list, all in one place while
                   still working with e-mail.

Task Integration   Outlook 2007 integrates tasks in the calendar into the Daily Task List so that you see
on the Calendar    them displayed beneath your daily appointment and meetings. Simply drag a task up
                   onto the calendar to allot time in your schedule for that task. Uncompleted tasks roll
                   forward to the next day.

Improved           Exchange Server 2007 reviews attendees’ schedules and recommends the best meeting
Scheduling         time and place. If changes are made to meeting details, attendees receive an update with
                   the changes highlighted, rather than having to reaccept the meeting.

RSS Feeds          Really Simple Syndication (RSS) feeds are now available in Outlook. With RSS feeds,
                   you can receive frequently updated information such as news and blogs from multiple
                   Web sources right in Outlook.

                   WARNING: The downside to RSS Feeds is that you can receive a lot of alert emails.
                   This can quickly fill up your inbox. Therefore, be very specific with your subscription.




                                                                                                        1
Calendar Sharing      You can now send a snapshot of your calendar to others by e-mail, subscribe to
                      calendars that are shared over the Internet, and compare multiple peoples’ calendars in
                      an overlay mode.

Electronic Business   You can create and share customized Electronic Business Cards which provide a
Cards                 personalized way to communicate your information. You can share your card as an e-
                      mail attachment or as part of your e-mail signature. They can also be dragged and
                      saved to your Contacts folder.

Out of Office         With Exchange Server 2007 you can set up Out of Office times in advance and specify
Assistant             different messages for recipients inside and outside the college.

Voice Mail Services   With Exchange Server 2007, you will receive voicemails right in your email Inbox.

Improved Security     Improved Junk E-mail filtering keeps more unwanted messages from reaching your
                      Inbox; there is also new protection against phishing (the use of fraudulent e-mail
                      messages that might trick you into divulging personal information).

PDF and XPS           PDF and/or XPS is a fixed layout electronic file format that preserves document
                      formatting and enables file sharing. It retains exactly the format you intended, and the
                      data in the file cannot be easily changed.




                                                                                                           2
    The New Look
    Outlook Exchange 2007 might look different and overwhelming at first. However, once you
    become familiar with its new look, you will find that it is quite similar to Outlook 2003. H


                    A                                                            G
                          B                            E                                        I
                                           C
                                D
M                                                                   F




     L



                                                       N




                                                                                               K



                                                                J


     A    Title bar: Displays the item you are              B     Menu bar: Displays a list of menus that
    currently working on (Inbox) and the name of the       you use to give commands to Outlook. Clicking a
    program you are currently using (Outlook).             menu name displays a list of commands—for
                                                           example, clicking the Edit menu name displays
                                                           different editing commands like Cut and Paste.
      C Standard toolbar: Contains buttons for              D Inbox: Folder that displays your incoming
    common commands such as creating new items,            e-mail messages.
    printing items, and getting help.
     E    Instant Search: Enter key words to                F    Reading Pane: Displays the selected
    perform a search of message content and folders.       message.

     G Help text box: Type a question about                 H Close button: To exit the Outlook
    Outlook here and press the <Enter> key to search       program.
    Outlook Help for answers.
                                                                                                       3
  I  To-Do Bar: Keep tabs on your calendar,             J   Status bar: Displays messages and
upcoming appointments, and tasks.                     feedback.
 K     Navigation Pane Buttons: Displays               L     Navigation Pane: Contains buttons and
folders and tools for a certain category—i.e. Mail,   icons you can click to move among Outlook’s
Calendar, or Contacts.                                folders and tools. The pane’s contents change
                                                      when you click a different Navigation Pane
                                                      button—i.e. Mail, Calendar, or Contacts.
 M                                                     N
       Mail folders: Displays all your mail                 Scroll bars: Use the vertical scroll bars to
folders, including the Inbox, Outbox, Junk E-mail,    view different parts of the panes.
Drafts, and Sent Items folders.


          Mail Message           Compose a message.

          Appointment            Add an appointment.

          Meeting Request        Set up a meeting to which you invite other people to attend the
                                 meeting.

          Distribution List      Create a collection of contacts that allows you to quickly send
                                 mass e-mails.

          Contact                Create contact information about a person including their name,
                                 phone number, company, job title, and e-mail address.

          Task                   Enter to-do items that can be tracked until completion.

          Task Request           Inform someone else of a task you would like them to perform.

          Journal Entry          Keep track of interactions and files that you create—such as e-
                                 mails or Word documents—in a timeline view.

          Note                   Leave yourself a note so you remember to do something. Can be
                                 sorted using color categories.




                                                                                                      4
The Ribbon




In most of the Office 2007 programs, menus and toolbars have been replaced by the Ribbon. The
Ribbon is made up of three basic components: Tabs, Groups, and Buttons.

Tabs
Commands are organized into tabs on the Ribbon. Each tab contains a different set of commands. In
Outlook, there are two different types of tabs:

       Command tabs: These tabs appear by default whenever you open an item window. For
       example, in a new message window, the Message, Insert, Options and Format Text tabs
       appear by default.

       Contextual tabs: Contextual tabs appear whenever you perform a specific task and offer
       commands relative to only that task. For example, if you insert a table in a message, the
       Design and Layout tabs appear on the Ribbon.

Groups
The commands found on each tab are organized into groups of related commands. For example, the
Basic Text group contains commands for formatting message text.
Click the Dialog Box Launcher (  ) in the bottom-right corner of a group to display even more
commands. Some groups also contain galleries that display several formatting options.

Buttons
One way to issue a command is by clicking its button on the Ribbon. Buttons are the smallest
element of the Ribbon.




                                                                                                   5
    The Message Window
                    A

B


E                                  C
E
                              D
                   F
                   E


                                                                                 H
                   G
                                                                                 E
                   E


     A Office Button and Quick Access                 B Ribbon: The tabs and groups of
    Toolbar: The File menu in Office 2003 has        commands on the Ribbon replace the menus
    been replaced by the Office Button. The          and toolbars found in the message window in
    Quick Access Toolbar contains common             previous versions of Outlook.
    commands such as Save and Undo. You can
    add more commands as well.

      C Recipients: Enter the email addresses         D Subject line: Enter a title here so that
    in the To: field. Use the CC: field to send a    recipients quickly know the reason for your e-
    copy of the message to any recipients who are    mail.
    not directly involved, but who might be
    interested in the message.

    E Send button: Click here to send the             F Message Area: Type your e-mail
    E
    message once you’ve finished composing it.        E
                                                     message here as you would using a word
                                                     processor.


     G Electronic Business Card: You can              H Scroll bar: Use the scroll bar to view
     E
    create a customized business card that appears    E
                                                     different parts of a long message.
    on your messages. You can include contact
    information and even a logo



                                                                                                      6
The Navigation Pane
The Navigation Pane is made up of two areas.


   Area One:

   An expandable folder list that provides access to your Inbox
   and Calendar, and any folders you create. The folders are
   displayed in a hierarchy that you can expand to view the folder
   contents or collapse to view only the top-level folder. The plus
   sign ( )icon next to a folder indicates that the folder contains
   other folders (subfolders).




   Area Two:

   A set of buttons that provide one-click access to your Inbox,
   Calendar, Contacts, and Tasks folders and to your
   organization's public folders. An Options button allows you to
   set user options, such as calendar or task reminders.




                                 Compose, manage, organize, send, and receive messages.

                                 Inbox             Contains all the incoming e-mail messages.

                                 Unread Mail       Contains all the unread messages.

                                 Sent Items        Stores copies of messages you have sent.


                                 Mailbox           Provides a preview of your day; summarizes
                                                   appointments, tasks, and new e-mail messages.

                                 Deleted Items Works like the Windows Recycle Bin; where
                                               you can find deleted Outlook items.

                                 Drafts            Stores draft messages that you haven’t yet
                                                   completed.
                                                                                                   7
Junk E-mail     Contains messages that Outlook considers spam.
                You should check this folder periodically to
                check for incorrectly flagged messages.

Outbox          Temporarily stores any messages that you’ve
                composed that have not been sent.

RSS Feeds       Allows you to access content that you’ve
                subscribed to via RSS feed, such as news and
                blogs.

Search          Provides quick access to color categorized
Folders         messages, messages flagged for follow-up,
                messages with large attachments, and unread
                messages.

Enables you to view and schedule appointments, events, and
meetings.

Stores addresses, numbers, e-mail addresses, and other
information about people you contact.

Allows you to organize and manage to-do items.

Notes           Works like electronic sticky notes; allows you to
                jot down quick bits of information.

Folder List     Displays all the folders in Microsoft Outlook.

Shortcuts       Contains shortcuts (that you add yourself) to
                other folders, such as the My Documents folder.

Configure       Allows you to add or remove buttons from the
buttons         Navigation Pane.

Journal         Records information about items you send or
                receive and files you create (not shown by
                default).




                                                                    8
The To-Do Bar
The To-Do Bar is new for Outlook 2007 and combines a basic
calendar, the day’s appointments, and current tasks into one pane. It
allows you to keep tabs on multiple sources of information in Outlook
all at once.




                                                                        9
The Outlook Help
Are you unsure on how to perform a task or function in Outlook 2007? Look up your question in the
Outlook Help files. The help files can answer your questions and offer tips about Outlook’s features.




        Home                      To return to the Help home page.

        Print                     To print the current help topic.

        Change Font Size          To change the size of the text in the Help window.

        Show Table of             To browse for help using the Table of Contents.
        Contents
        Keep On Top/Not           To layer the Help window so that it appears behind or in front of
        on Top                    all other Microsoft Office programs.




                                                                                                   10
Composing and Sending Messages
This module explains the basics of creating an email.


 1. Click on the Mail tab in the
    Navigation Pane.

 2. Click on the New button on the
    Standard Toolbar.



           Other ways to create a
    new message:
    Click on File | New from the
    menu and click on Mail Message
    from the submenu. Or, press
    <Ctrl> + <N>.

 3. Enter the recipient’s email
    address in the To:, Cc: and/ or
    Bcc: field(s).
                                       To:              Sends the main message to the
 4. Type in the subject of the
                                                        recipient(s). Every message must have
    email in the Subject field.
                                                        at least one recipient in the To: field.

                                       Cc: (Carbon      Sends a copy of the message to a
 5. Click on the body of the
                                       Copy)            recipient who needs to be aware of the
    message to write your
                                                        contents of the message but is not a
    message.
                                                        primary recipient.
 6. Click on Send to send the
                                       Bcc: (Blind      Like Cc: field but the names and email
    message.
                                       Carbon Copy)     addresses of Bcc:field recipients are not
                                                        visible to any other recipients of the
                                                        message.



                                                                 By default, an email does not
                                                        display the BCC: field in its header. To
                                                        display the Bcc: field, click on the Options
                                                        tab on the Ribbon and click on Show Bcc:
                                                        button in the fields group.




                                                                                                11
Attaching Files to a Message
You can attach one or more files to a
message such as pictures, documents,
PDFs.

   1. In the Message window, click
      on the Attach File button in the
      Include group.

   2. When the Insert File dialog box
      appears, locate the file that you
      want to attach, and then click on
      Insert.



Attaching Items to a Message
You can attach other items such as
emails, calendars, contacts to a
message.

   1. In the Message window, click
      on the Attach Item button in
      the Include group.

   2. When the Insert Items dialog
      box appears, locate the folder
      where the message is stored
      (Inbox, Sent Items, etc.) and
      click on the item.



            Hold the Ctrl button and click
   to select more than one item.

   3. Click on Ok.




                                             12
Creating / Attaching Signatures to a Message




A signature is a file that appears at the bottom of all of your outgoing messages.

Creating a Signature:

   1. In the main Outlook window, select Tools then Options from the menu.

   2. Click on Mail Format tab and click on Signatures.

   3. Click New, enter as much information as necessary, and then click on Ok.

   4. In the Edit Signature field, edit the text and format of the signature if desired.

   5. Insert pictures or hyperlinks if desired.

   6. Under the top right hand side of the box, under Choose Default Signature, choose your new
      signature as the default for all New Messages and Replies / Forwards.

   7. Click on Ok.



           You can create multiple signatures. For example, you might want to use one signature for
   professional correspondence and the other for personal use.




                                                                                                      13
Attaching Calendars to a Message
If you are trying to schedule a meeting with someone
off campus or someone who is not yet on Exchange,
you can insert a snapshot of your calendar into an email
for them to view.

   1. In the Message window, click on the Calendar
      button in the Include group.

   2. When the Insert Items dialog box appears,
      select the date range.

   3. Click on Ok.




                                                           14
Specifying Message Options
Request a Read or Delivery Receipt

To keep track of when a recipient receives
and reads the messages, you can request a
read receipt.

   1. In the Message window, click on the
      Options tab on the Ribbon.

   2. In the Tracking group, select
      Request a Delivery Receipt or / and
      Request a Read Receipt.




           Other ways to Request Deliver/Read
       Receipts: Click on the Options tab on
       the Ribbon and click on the Dialog Box
       Launcher in the Tracking group.

       Request a Delivery Receipt: Sends
       the sender a notification receipt once
       the message has been delivered.

       Request a Read Receipt: Sends the
       sender a notification receipt when the
       recipient has opened the message.




       Be aware that your recipients have the
       option to deny the notifications.




                                                15
Specifying Other Message Options
Sensitivity             Displays a tag indicating how the recipient should treat the message.

Security Settings       Encodes the message and attachments so it is not readable by anyone
                        except for the recipient(s). Digital ID is required to perform this task.

                        NOTE: The Algonquin College is currently not officially supporting
                        this feature.

Use voting buttons      You can use this feature to get responses from a group of colleagues to
                        see what the majority of them are leaning towards, or get feedback for a
                        meeting date and location. Outlook tallies the votes for you so that they
                        can be accessed easily.

Have replies sent to    All replies to the message get sent to someone else.

Do not deliver before   You can now specify the time and date the message gets sent.

Expires after           Makes the message unavailable after a specified time and date.




                                                                                                    16
Recalling a Message
If you have sent an email to the wrong person(s) or forgotten
to attach a file to the message, you can recall the message
provided the following conditions are met:

      The recipient(s) have not opened the message.
      You and the recipient(s) use Microsoft Exchange.

   1. In the main Outlook window, click the Mail button in
      the Navigation pane. The Mail pane appears.

   2. Click the Sent Items folder in the Mail pane and
      double-click the message that you want to recall.

   3. On the Ribbon, click the Other Actions button in the
      Actions group and select Recall This Message.

   4. Specify your options and click OK.




                                                                17
Saving Messages as Drafts
If you get interrupted while composing an
email, you can save the unfinished message as
a draft and return to it later.

   1. Click on the Mail tab in the Navigation
      Pane.

   2. Click on the New button on the
      Standard Toolbar.

   3. When you are unable to complete your
      message and will need return to it, click

       Microsoft Office Button          and
       click on Save.



           Other ways to save a message as a
   draft. Click on the Save icon on the Quick
   Access Toolbar or Ctrl + S.




                                                  18
Out of Office Assistant
If you will be away from the campus for
more than a few days, it is a good idea to set
up the Out of Office Assistant. It sends an
automatic response to any messages you
receive while you are away.

   1. In the main message window, click
      on Tools then click on Out of Office
      Assistant.

   2. By default, Send Out of Office
      auto-replies and Only send during
      this time range should be selected.
      Specify the time range.

   3. In Inside My Organization, type in
      your auto-reply message. You can
      copy this message and paste over to
      Outside My Organization, or
      modify it if you wish.

   4. Click on Ok.




           If you forgot to turn on/off the Out
   of Office Assistant on your office computer,
   you can enable/disable it in Outlook Web
   Access. Please see OWA Premium / Light
   Training Manual for more information.




                                                  19
Receiving Emails
Any new and unread messages will appear in
bold and have a closed envelop icon ( ) next
to them. To view the message, simply double
click on the message.

WARNING: You can view your messages
safely in the Reading pane; potential
malicious scripts and / or attachments are not
opened or activated automatically. However,
if the email seems suspicious, delete it and
empty it from your Trash Inbox.

When a mail message is open, you have three
buttons in the Respond group of the Message
tab of the Ribbon.

Reply: Creates a new message addressed to
the person who sent you the original message.
The new message contains the entire message.

Reply to All: Same as Reply except the new
message is also addressed to everyone who
got the original message.

Forward: Creates a new message but
unaddressed. The new message quotes the
entire original message.




                                                 20
Opening and Saving Attachments
Whenever you see a paper clip icon ( ) next to a message, there is an attachment to the message.
The email attachment quota is 10MB.

WARNING: Viruses have the potential to infect any type of executable code, such as .exe, .bat,
.zip files. The virus code has to be in a form, such as an .exe or .bat or even a word file that the
computer will actually try to execute. Zipped, compressed files can also contain various viruses
when the file is unzipped. So what can you open? The computer treats graphics and sound files
such as .gif, .jpg, .mp3, .wav, .txt as pure data and safe. So viewing picture files and opening
music files will not affect your computer with a virus.

There are several things that you can do to avoid viruses.

      Do not open any files attached to an email from an unknown, suspicious or untrustworthy
       source.
      Do not open any files attached to an email unless you know what it is, even if it appears to
       come from a dear friend or someone you know. Some viruses can replicate themselves and
       spread through email.
      Do not open any files attached to an email if the subject like is questionable or unexpected.
      Delete chain email and junk email. Do not forward or reply to any of them. These types
       of email are considered spam, which is unsolicited, intrusive mail that clogs up the
       network.
      Do not download any files from strangers.
      Exercise caution when downloading files from the Internet. Ensure that the source is a
       legitimate and reputable one.


   1. Open the message containing the
      attachment.

   2. Double click on the attachment.

   3. An Opening Mail Attachment dialog
      appears to remind you that you should only
      open files from a trustworthy source. If you
      do trust the sender, click on Open. If not,
      click on Cancel.

       Saving an Attachment
       If you are make changes to an attachment,
       you will need to save it to your computer
       first.

   4. Click on Save.

                                                                                                       21
Saving Multiple Attachments
If you receive an email with many attachments, you
can save them all at once.

   1. Open the message containing the
      attachment.

   2. Click on the Microsoft Office Button.
      Click on Save As, then Save Attachments.

   3. Click on Ok.




Flagging a Message for Follow-Up
If you would like to be reminded of an important email
or a task to follow up, you can flag the email or task.
When you flag an item, a ( ) will appear next to the
message and a copy of the message is added to your
To-Do List.

Flagging a Message

    1. Select the message that you would like to flag,
       click on the Follow Up buttons on the
       Standard toolbar and select a flag from the list.



             Other ways to flag: Select the message you
    would like to flag, and click on the flag icon. By
    default the flag is set to Today, but there are others
    options that you can choose from by right-clicking on
    the icon.




                                                             22
Setting Quick Click
You can also change the Quick Click flag or the
category that appears by default when you click the
Category or Flag area.

    1. Click on the Mail button in the Navigation
       pane.

    2. Click on the Category or Flag button on the
       Standard toolbar and select Set Quick Click.
       Or right-click on the Category or Flag icon on
       the message.

    3. Click on the dropdown button to select that
       you want to appear by default.

    4. Click on Ok.

Clearing a Flag
If you decide you don’t want to flag a message after
all, you can clear the flag.

    1. Right-click the flag you wish to clear and
       select Clear Flag from the menu.




                                                        23
Applying Color
Categories to Messages
Color categories are a way to
group any types of Outlook items
together, and easily identify them
by color. Outlook 2007 supports
more than two dozen color
categories, each of which you can
name to best suit its purpose.

By default, you have six colors to
choose from.

    1. In the Mail window, click
       on the message you wish
       to categorize and click on
       the Categorize button on
       the Standard toolbar.

    2. Select a category from the
       list.




          Other ways to categorize a   Clearing a Color Category
message: Right-click the message
you want to categorize message on
the icon ( ), select a category from
                                       If you decide you don’t want to categorize a message after
the list.                              all, you can clear the category.

                                          1. Right-click the category you wish to clear and select
                                             Clear All Categories from the menu.




                                                                                                     24
Renaming a Color Category
The existing color categories have
generic names, such as Red Category and
Blue Category. To easily identify and
organize your categorized items, you can
rename the color categories by using
names that are meaningful to you.

   1. On the toolbar, click on
      Categorize.

   2. Click on All Categories.

   3. In the Name list, on the name of a
      colour category, and then click on
      Rename.

   4. In the Name list, type the new
      name for the category.




                                           25
Sorting Messages
Your Inbox is most likely jam-packed with messages, and sometimes it is difficult to find what you
are looking for. Sorting the messages might help.

   1. In the Inbox window, click on View then Arranged By from the menu.

   2. Select the arrangement from the list.



           Other ways to sort messages: In the Inbox window, click on Arranged By and select an option
   from the list.




Arranging Options:

             Sort by: Header Status Messages are sorted by date received from most
                                    recent to oldest without grouping messages by date.

             Importance                  High importance messages are placed first, normal
                                         importance messages are placed second, and low
                                         priority messages are placed last.

             Sort by: Reminder           Messages are sorted by messages has been associated
                                         with a reminder.

             Sort by: Icon               Messages will be sorted by type (e.g., mail message,
                                         meeting request, receipts, etc.).

                                         Messages are sorted by the name of the sender
                                         alphabetically from A-Z.

                                         NOTE: Messages will be sorted by the first character,
                                         which is not necessarily the last name of the sender.

                                         Messages are sorted alphabetically by subject from
                                         A-Z using the first character of the subject.

                                         Messages are sorted by date and time the message
                                         was received.

                                         NOTE: Messages are grouped according to date
                                         received by default.

                                                                                                         26
                                         Messages are sorted by size and any attachments
                                         from smallest to largest.

            Sort by: Flag Status         All flagged messages are sorted to the top of the
                                         Mailbox.



Deleting Messages
When you delete a folder or an Outlook item,
it does not vanish permanently – at least not
immediately. Rather, it goes to the Deleted
Items folder. This is a safety feature that
allows users to recover from accidental
deletions.

You can delete items by clicking on the
delete icon (  ) or right-click on the
message and click on Delete.

Be aware that the deleted folder will be
cleared on program exit (closing down of
Outlook).

Recovering Deleted Items
If an item has not been permanently deleted
– that is, if it is still in the Deleted Items
folder – you can recover it by moving it back
to the original folder.

   1. In the main window, click on Deleted
      Items to find the item that you would
      like to recover.

   2. Right click on the item, and select
      Move to Folder, and then locate the
      folder to store the item.

   3. Click on Ok.




                                                                                             27
      The quicker way to perform this task:

   1. In the main window, click on Deleted
      Items to find the item that you would
      like to recover.

   2. Drag and drop the item into the
      folders




        If you would like to
recover more than one item, it is
quicker to the Recover Deleted
Items feature.

   1. In the menu bar, click on
      Tools, and then select
      Recover Deleted Items.
      Select the items to
      recover and click on the
       icon ( ) to recover the
       selected items.




                                              28
Changing Views
There are a variety of different ways to view the
messages in your Inbox.

Inbox View Options:

 Messages                 The default view in Outlook.

 Messages with Auto       Displays the first three lines
 Preview                  of any unread messages.

 Last Seven Days          Displays only messages from
                          the past seven days.

 Unread Messages in       Displays only the messages
 This Folder              that have not been read.

 Sent To                  Displays the recipient(s) of
                          each message in the Mail
                          pane.

 Message Timeline         Display the messages in your
                          Inbox on a timeline.




                                                           29
Working with Outlook Folders
Outlook folders let you organize all the myriad items that you have
with Outlook. Outlook comes with a default set of folders. You
cannot rename, move, or delete these default folders.

 Calendar          Holds calendar items such as appointments.

 Contacts          Holds your contacts.

 Deleted Items     Holds any and all items you have deleted
                   before they are permanently deleted.

 Drafts            Holds emails messages you have started but
                   not yet sent.

 Inbox             Holds your received messages.

 Journal           Holds your journal items.

 Junk Email        Holds email that has been flagged as junk
                   (spam).

 Notes             Holds your notes.

 Outbox            Holds emails that you have sent but have not
                   yet been transferred to your email server.

 RSS Feeds         Holds content from your subscribed RSS feeds.

 Sent Items        Holds copies of email messages that you have
                   sent.




                                                                      30
Creating a New Folder
Outlook automatically saves all of your email messages in
the Inbox folder. Email folders get their own section
because Outlook treats them a bit differently from other
folders.

   1. Click on the pull down button on beside the New
      button and select Folder. Or Right click on the
      Folder List and select New Folder.

   2. Type in the name of your Folder.

   3. In Folder contains, click on pull down button to
      view other options, Mail and Post Items is set as a
      default option. Click on the folder you would like
      to place in Select where to place the folder.

   4. Click on Ok.

Renaming a Folder
   1. Right click on the folder, and select Rename from
      the list.

   2. Type in the name and press <Enter>.


Moving a Folder
   1. Click and drag the folder to the new location.
      If you moved a folder into another folder, it
      becomes a subfolder within the original folder.



Deleting a Folder
   1. Right click on the folder that needs to be deleted, and select Delete “folder name”. Or select
      the folder and press on the Delete button on your keyboard.

As a security feature to ensure that you don’t accidently delete a good folder, you need to select Yes
or No to confirm your action.



                                                                                                     31
Instant Search
This feature helps you to quickly find items in Outlook 2007. The Instant Search pane is always
available in all of your Outlook views, such as Mail, Calendar, and Contacts. This module focuses on
finding messages in Mail. However, you can use the same search techniques to find any Outlook
items.

NOTE: If you are running Windows Vista operating system, the Instant Search is already enabled as
     part of Vista Windows Desktop Search feature.


Enabling Instant Search
To enable Instant Search, click on the message Click here
to enable Instant Search. You will be prompted to
download the software. After that process is done, you
must restart Outlook 2007 to enable Instant Search.

Link to Instant Search download:
http://www.microsoft.com/downloads/details.aspx?FamilyId=55
C18CB3-C916-4298-ABA3-5B98904F7CDA&displaylang=en




Finding a Message or Item
If you are searching for items in the Inbox, messages will
appear in the search results. This search feature also works
for searching items in Calendar and Contacts.

   1. Enter the keywords in the Instant Search box.
      Items that contain the text you entered should
      automatically appear, highlighted in yellow.




                                                                                                 32
Refining the Search Options
You can expand or refine a search to produce additional or
fewer results.

    1. Click on the Expand the Query Builder arrow
        next to the Instant Search box.

    2. Enter the terms you want to search for in each of
        the areas.

    3. The found items are highlighted in yellow.




                                                             33
Using Recent Searches
Outlook keeps track of recent searches that you have
performed. You can reuse them.

   1. Click the Show Instant Search Pane Menu
      dropdown menu, select Recent Searches, and then
      select the recent search item.




Creating a Search Folder
Creating a Search Folder can save you a lot of time if you
are constantly searching for the same things. You can
define the criteria for a Search Folder and email
automatically appears in that folder. The Search Folders
are virtual folders, so your messages do not get deleted
even if you delete the Search Folder.

   1. Right click on Search Folders and select New
      Search Folder. Or click on File, select New then
      select Search Folder.

   2. In the resulting screen, scroll down and select
      Create a custom Search Folder. You can also use
      one of the other search folders as a base if you like.

   3. Click on Choose… and type in the name of the
      folder in the Name field.

   4. Click on Browse button to specify which folder to
      include in your custom search folder. You can
      choose as many as you like.

   5. Click on Ok.




                                                               34
     AutoArchiving Settings
     AutoArchive is a feature that moves old mail and other items to a separate personal folder (.pst) file
     on your computer's hard drive, or a workgroup or departmental server.


        1. Click on Options on the Toolbar.

        2. Click on Other tab on the popup
           window.

        3. Click on the AutoArchive button.

        4. Select the number of days you
           want to archive your Inbox.

        5. By default, the radio button ―Move
           old items to:‖ is checked. Click on
           it if it is not checked. Also it is
           pointed to the C:Documents and
           Settings by default. Click on
           Browse… to select your select
           your media option.

        6. Click on Ok and Ok again.


1.
2.




                                                                                                          35
Global Address List (GAL)
The Global Address List (GAL) allows you to access to your contacts as well as everyone within the
organization. You can access the GAL by clicking the (     ) icon located in your Tool Bar Menu.




How to Use the GAL
                                                            Address Book


    Search
     Field                                                                           Advanced
                                                                                     Find


Alphabetical
Contact Listing




          Search Field          The search file allows you to search for contact information by the
                                contacts first name or by ―keyword‖.

          Contact Listing       The listing will appear as soon as the GAL opens, as you enter
                                names in the search field the list will change according to whom
                                you are looking for.

          Advanced Find         Allows you to add additional information into your search.

          Address Book          Allows you to select where you would like to perform you search,
                                GAL, personal contacts, distribution lists etc.




                                                                                                   36
First Name Search
If you have selected to search by
first name, ensure that you have the
―Name only‖ button selected. All
relevant results will appear in the
contact field below, in alphabetical
order.


Keyword Search
If you have selected to search by
Keyword you will need to select the
―more columns‖ button and a
message asking you to type your
search keywords and click Go to
perform a search.


The Keyword provides you with
any relevant results in alphabetical
order.




Address Book
Directly for the GAL you can access
your address book and contact lists.

This makes it easier to narrow down
your search results, depending on by
different qualifiers such as, All
Groups, All Rooms, All Users or
Public Folders.



                                       37
Advanced Find
The Advanced Find icon
is found on the top left
hand side of the GAL
window.




                           Clicking the Advanced
                           Find icon will open a new
                           window for the user.




                                                       38
Creating and Adding a
Contact/Electronic Business Card
(EBC)
The Contacts list contains information about people and
organizations you interact with. The Contacts list lets
you enter as much or as little information about your
contact as you need, such as names, job titles, phone
numbers, addresses, and email addresses.
By default, contacts appear in Outlook in Business
Cards view. In this view, your contacts are displayed as
Electronic Business Cards. You can select others in the
Current View.

   1. Click on Contacts button in the Navigation
      pane.

   2. Click on New Contact button in the Standard
      toolbar.

   3. Enter as much information as you wish in the
      window.



             To add a picture to a contact, click the Add
       Contact Picture button.

   4. Click on the Save & Close button in the Actions
      group.

Finding Contacts
As your Contact list grows, you may find it helpful to
search for contacts rather than simply look through the
list hoping to find what you are looking for. This
search feature works the same way as your Instant
Search in the Inbox; except it searches for contacts in
your Contacts list.

   1. Enter the keywords in the Instant Search box.
      Items that contain the text you entered should
      automatically appear, highlighted in yellow.



                                                            39
Creating a Signature
You can create as many signatures as you need. You
can also configure Outlook to automatically add a
signature to outgoing messages, or you can manually
add the manual whenever it’s needed.

   1. In the new message on the Message Tab, in the
      Include group, click on Signatures, and then
      click on Signature….

   2. On the Email Signature tab, click on New.

   3. Type a name for the signature, and then click
      Ok.




Sending an Electronic Business Card
(EBC)
EBC look similar to paper business cards and can be
shared easily. You can add these cards to the end of
your email messages like a signature. The EBC should
contain all of the virtual information need to contact
you and /or your department.

   1. In the Mail in the Navigation pane, New to
      compose an email.

   2. Click on the Insert tab and select Business
      Card.

   3. Select the EBC that you would like to attach.



               A quicker way to attach the EBC is to click
       on the EBC in the Include group.




                                                             40
Adding New Contacts from Emails
You may receive an email from someone who you want
to add their contact information to your Contacts list.

   1. In the Mail in the Navigation pane, click on the
      message from the sender that you would like to
      add to the Contacts list, drag and drop over to
      the Contacts button in the Navigation pane.

   2. Enter any additional information needed.

   3. Click on the Save & Close button in the Actions
      group.




Saving an Electronic Business Card
(EBC)
When someone sends you an EBC, you can easily save
it into your Contacts.

   1. In the Mail in the Navigation pane, click on the
      message which contains the EBC that you
      would like to add to the Contacts list, drag and
      drop over to the Contacts button in the
      Navigation pane.

   2. Modify any additional information needed.

   3. Click on the Save & Close button in the Actions
      group.



               Other way to add the EBC is to right click
       and click on Add to Outlook Contacts.




                                                            41
Working with Distribution Lists
The Distribution List is a collection of two or more
contacts. You can easily send an email message to
everyone on the list simply by selecting the list from
your address book when addressing the message. You
don’t need to add each person individually to the
message’s To: field.

   1. In the Contacts in the Navigation pane, click on
      the Actions tab and select New Distribution
      List.

   2. Type in the name in the Name field.

   3. Click on the Select Members icon.

   4. Type in the name of the members that you
      would like to add in the Global Address List.

   5. Click on Ok.

Creating a New Folder for Contacts
Creating a folder for contacts is very beneficial if you
are dealing with many different departments or
organizations.

   1. In the Contacts in the Navigation pane, click on
      the pull down button on beside the New button
      and select Folder. Or right click on the Folder
      List and select New Folder.

   2. Type in the name of your new folder.

   3. In Folder contains, click on pull down button to
      view other options, Mail and Post Items is set
      as the default option. Select where to place the
      folder click on the folder you would like the
      folder to reside

   4. Click on Ok.




                                                           42
Working with Calendars
Outlook provides a sophisticated calendar that helps you manage your time effectively. The
Calendar stores and displays appointments, meetings and events.


Customizing the Calendar View
The default view is set to Day. You can change
the view to Week or Month. You can also set to
view Show work week or Show full week when
in the Week view.




Modifying the Calendar Time
By default Outlook is set to a half an hour time
interval. You modify this time interval to your
preferred setting.

   1. In the Calendar in the Navigation pane,
      click on the Day view.

   2. Right-click on the time interval and select
      the time interval that suits your need.




                                                                                             43
Creating a Meeting Request
There are several ways to request a meeting.

   1. In the Calendar in the Navigation pane,
      click on the pull down button on beside the
      New button and select Meeting Request.

   2. Type in the addresses of the members that
      you would like to invite to your meeting.
      Or click on the To: field to add the
      members from the Global Address List.

   3. Type in the Subject of the meeting.

   4. Type in the location of the meeting. Or
      click on Rooms… to select one of the
      college’s boardrooms.

       NOTE: Please check the availability of the
       boardroom to avoid conflicts.

   6. Modify the Start Time and End Time of
      the meeting. You can also make it an All
      day event.

   7. Type in the description of your meeting in
      the body of the window.

   8. Click on Send.



           Another way to create a meeting request.
   In the Calendar in the Navigation pane. Right
   click on the time interval and select New Meeting
   Request.




                                                       44
Creating a Recurrence Meeting
Request
If you would like create a daily / weekly / monthly
or even yearly appointment/event/ meeting request.
You can use the Recurrence feature.

   1. In the Calendar in the Navigation pane.
      Right click on the time interval and select
      New Recurring Appointment or New
      Recurring Event or New Recurring
      Meeting.

   2. This works for an Event, a Meeting, or an
      Appointment. There are many details
      about recurrence meeting that you can
      choose.

   3. Click on Ok.



Creating a Meeting with
Attachments
Sometimes it is beneficial to attach an email and /
or a document to the meeting request for your
attendees to review before the meeting.

   1. To attach an email to a meeting request, go
      to the Mail in the Navigation pane.

   2. Click on the email / document(s). Drag
      and drop the email / document(s) to the
      Calendar in the Navigation pane.

   3. A meeting request will open with contents
      of the email or icon of attachments in the
      body of the meeting description. You can
      modify the Start time and End time, but
      default it is set to today.

   4. Use the Scheduling Assistant.

   5. Click on Send.

                                                      45
Using the Scheduling Assistant
Booking a meeting can be a difficult task if you are
inviting more than two people with very busy
schedules. The Schedule Assistant lets you view
the free /busy time of each member.

   1. In the Calendar in the Navigation pane,
      click on the pull down button on beside the
      New button and select Meeting Request.

   2. Type in the addresses of the members that
      you would like to invite to your meeting.
      Or click on the To field to add the
      members from the Global Address List.

   3. Click on the Scheduling Assistant and
      select the time where everyone are free for
      the meeting.

   4. Click on the Save button in the Quick
      Access Toolbar.

   5. Click on Send.

Receiving a Meeting Request
When receiving a meeting request, you have a few
options.

Accept: Accepts the meeting, adds it to your
Calendar, and notifies the person who sent you the
meeting that you have accepted.

Tentative: You are not sure you are able to attend
the meeting, it gets added your calendar and
notifies the person who sent you the meeting that
you may or may not be there.

Decline: Declines the meeting and notifies the
person who sent you the meeting that you have
declined.


Propose New Time: You can Propose New Time
if the requested time does not work for you.
                                                       46
Forward: If you notice that someone was left out
of the meeting by accident, and would like to
invite that person on behalf of the organizer.




Editing a Meeting
If you need to modify your meeting.

   1. In the Calendar in the Navigation pane, double-click on the meeting that you would like to
      modify.

   2. Modify the meeting.

   3. Click on Save & Close.

Deleting a Meeting
If you do not need the meeting after all, you can
delete it.

   1. In the Calendar in the Navigation pane,
      double-click on the meeting that you would
      like to delete.

   2. Click on the Microsoft Office Button and
      select Delete.



           A quicker way is right click on the meeting
   and select Delete. Or double-click on the meeting
   that you would like to delete and click on the
   Delete button.




                                                                                                   47
Shared Calendar and Delegations

What is the Difference between Sharing and Delegating?
A calendar can be shared with another user to give the read or write access directly to the calendar,
but ownership of the calendar stays with the original user exclusively. This is useful when a peer
needs to be able to view events or "pencil in" events for someone else. However, when a calendar is
delegated the other user will also receive calendar invites and notifications for the user that
delegated it. This is important in situations where an assistant needs to be able to answer invitations
on behalf of a supervisor.

A great benefit of Delegate Access is that you can schedule ―on behalf of‖ someone else or when
you are filling in for someone who’s on vacation or on a leave of absence.

After you have the necessary permissions, creating and accepting meetings ―on behalf of‖ somebody
is almost like creating or accepting them for yourself.

To set up the Delegate Access feature:

   1. Click on Options on the Tools menu,
      then click on the Delegates tab.

   2. Click on Add and select the name of
      your chosen delegate from the list.
      Once you have added a delegate, the
      delegate’s name will show up.

   3. The permissions you choose will
      depend on how much you want the
      delegate to do for you.

       None: Gives no permissions.

       Reviewer: Can read items.

       Author: Can read or create items.

       Editor: Can read, create, and modify
       items. An editor can modify or delete
       any item in your calendar (including
       items that the editor did not create).




                                                                                                      48
4. You will also need to grant delegate
   permission to receive the email
   messages that are used to schedule
   meetings. Either of two settings in
   the Delegate Permissions dialog box
   will make that happen.

   Delegate receives copies of meeting-related messages sent to me: Your delegate will
   receive your meeting requests directly, in her/his own Inbox (you would receive them too).
   You would not need to allow any other access to your Inbox.

   Inbox permissions: If your deligate is also a delegate for other people. Receiving all those
   meetings requests directly may not be convenient. The delegate may find it easier to deal
   with each person’s Inbox seperately. To make that possible, you will need to grant
   permissions to your Inbox. In this arrangement, your delegate would open your Inbox from
   his/ her computer in order to manage your schedule.

5. Select Automatically send a message to delegate summarizing these permissions.

6. Click on Ok, Apply and Ok.




                                                                                                49
How to View Delegate Calendar Functions
In order to manage someone else’s calendar, you will need to see it. To do this, add the calendar to
your list of People’s Calendars.


   1. Click on Open a Shared Calendar
      in the Calendar Navigation Pane.

   2. Enter the full name or the username
      of your delegator.

   3. Select the check box by the
      delegator’s name.

       You can view a delegated calendar side by side with your own calendar. You can show it
       or hide it by selecting or clearing its check box.




                                                                                                   50
How to Send Meeting Requests on Behalf of Someone in Calendar
Sending meeting requests on behalf of someone else is very similar to creating them in your own
calendar.

For example: Vanessa is the delegate for Lisa, and Lisa wants to set up a meeting request to
Jonathan.


   1. Vanessa would click on Lisa’s calendar.

   2. Select a block of time on Lisa’s calendar.

   3. Schedule a meeting and send the request to Jonathan.




                                                                                                  51
How to Accept Meeting Requests on Behalf of Someone in Calendar
As a delegate, you will accept meetings on behalf of someone via email. How you do this depends
on what permissions the delegator has granted you. There are two ways you can handle meeting-
related email messages:


   1. By reading them in your own Inbox.

   2. By opening the delegator’s Inbox.




                                                                                                  52
Reminder Warnings
As a delegate you don’t receive reminders for other people’s appointment. Only the owner of a
calendar will receive the reminders.




                                                                                                53
Working with Tasks
Tasks are pretty much like a paper to-do list. In fact, once you have created a new task, it goes
directly to the To-Do List.

Creating a New Task
The Task option is accessible from the To-
Do Bar therefore it does not matter where
you are in the Navigation pane, you
always have access to it. There are many
ways to create a task, but here are a few.

   1. In the Task in the Navigation
      pane, on the To-To Bar, click on
      the empty spaces under Tasks or                           Click here
      Today or in the Type a new Task,                          to create a
      type the name of the new task. And                        new Task.
      press Enter to complete creating
      your task.

   2. You can now add a specific start
      date, due date, reminder, or any
      additional information.

   3. To make changes to the task,
      double-click on the task, and then
      click Save & Close.




              To create a task from an item,
       drag the item (such as an email
       message, contact, or calendar event)
       onto the Task List in the To-Do Bar.




                                                                                                    54
Scheduling Time for Tasks
With your busy schedule, it is wise to
block out some time to work on your tasks
or schedule a meeting to talk about a task.

   1. In the Calendar in the Navigation
      pane, click on the task you want to
      schedule time for from the Tasks
      list to the Calendar.

   2. Double-click the calendar
      appointment you created and add
      any options that you need and click
      on Save & Close.




Assigning a Task
Outlook lets you assign a task to someone
else. Doing so can be useful in a variety
of situations, such as when you are
heading a committee and need to delegate
various jobs to the committee members.
By using assigning the tasks, you can
track progress and be notified when each
task has been completed.

   1. In the Task in the Navigation
      pane, click on the pull down button
      on beside the New button and
      select Task Request.

   2. In the To: field, enter the email
      address of the person you are
      assigning the task. You can also
      click on the To… button to select
      from your contact list or Global
      Address Book.

   3. Enter any additional information
      about the task, such as subject and
      due date.

   4. Click on the Send button.


                                              55
Working with Assigned Tasks
When someone sends you a task
assignment, the request will appear in
your Task list. There are three buttons of
importance on the Task tab of the Ribbon
in the message window.

Accept: Accepts the assignment, adds it
to your Task list, and notifies the person
who sent you the assignment that you
have accepted.

Decline: Declines the assignment and
notifies the person who sent you the
assignment that you have declined.

Assign Task: Lets you assign the task to
a third person, who will receive the same
notification and can accept, decline, or
assign the task yet to another person. The
person who originally assigned the task to
you will be notified of the reassignment.

Marking a Task as Complete
or Delete
When you have completed a task, you can
mark it as complete. If you no longer
need the task, you can delete it.

   1. On the To-Do Bar Task list, right-
      click on the flag then select Mark
      Complete or Delete.




                                             56
Voicemail Add in
The following allows staff and faculty of Algonquin College to install an Microsoft Outlook Applet,
that will allow you to listen to Voicemails from within the Outlook email client, and not having to
use a third party application, such as Windows Media Player.

This applet is only designed for Outlook 2007 and not Outlook Web Access (OWA or OWA
Light).

To start, you will need to download the actual applet. You can do so by going to the following
website.

       http://algonquincollege.com/its/support/exchange/docs/CiscoUnity.VMO7.0.2.exe

When surfing to the above link, you will get the following security pop-ups.




Click on RUN for both security pop-ups to start the installation procedure.



At the start of the installation, you will get a pop-
up to extract the compressed files.

Please click BROWSE button, and select the
Desktop as the save point and click OK.




                                                                                                 57
                                         Once you click OK you will return to the previous screen
                                         with the DESKTOP as the save point.




Click on the UNZIP button to proceed.
You should get the following pop-up of
successful completion.




Click on the CLOSE button to exit the decompress utility.

On the desktop, you should see a new folder with the name ―CiscoUnity.VMO7.0.2‖. Double click
on this folder. You will see several folders which represent various languages supported.




                                                                                                58
Find ENG for English, and double click on that folder. Double click on the VIEWMAIL
installation icon to proceed with the installation of this applet.



                                                    Click on NEXT to start the installation
                                                    Click on NEXT to accept the default directory
                                                    for installation.




Click on FINISH to finalize the installation. The
applet is now installed

Please launch Outlook, as the next steps will
show the usage of the applet.


When Outlook is open, click on TOOLS then click on VIEWMAIL OPTIONS. This will open a
configuration pop-up window.

                                                                    NOTE: For any hardware
                                                                    device to work properly, the
                                                                    devices need to be installed
                                                                    correctly and in working
                                                                    order. If you’re having
                                                                    difficulties with the hardware
                                                                    on your system, please
                                                                    contact ITS department at ext
                                                                    5555.
                                                    Under the GENERAL tab
                                                        Please set your extension number
                                                        For the Cisco Unity server name:
                                                           voicemail.algonquincollege.com
                                                                                                    59
                                                      Under the RECORD tab
                                                          Select the device you would like to
                                                             use for recording. You can have
                                                             multiple options here depending on
                                                             how many recording devices you
                                                             have. By default, PHONE will be
                                                             listed.

                                                             When PHONE is selected, that means
                                                              any anytime a recording device the
                                                              system will call your phone, and
                                                              request any recordings needed.

                                                      When any other device is selected, that means
                                                      anytime a recording device is required, the
                                                      selected device will be used. Be sure that your
devices are properly configured.


                                                Under the PLAYBACK tab,
                                                    Select the device you use for playing back.
                                                       You can have multiple options here
                                                       depending on how many playback devices
                                                       you have.
                                                    By default, PHONE will be listed. If that’s
                                                       the only option you have, this signifies you
                                                       don’t have any speakers attached to your
                                                       computer.


                                                 When PHONE is selected, that means anytime a
                                                 playback device is required, your Cisco IP Phone
will be used. The system will call your phone, and play the message.

When any other device is selected, that means anytime a recording device is required, the selected
device will be used. Be sure that your devices are properly configured.




                                                                                                     60
Under the SECURE MESSAGING tab, please enter the following information.

  Server Name:
    Voicemail.algonquincollege.com

  Domain:
    Woodroffe

  User Name:
     < Network User ID >

  Password:
    < Network Password >

  Enable the Remember Password




At this point, the configuration is complete. Click on APPLY then click OK to save and exit the
configuration screen.

Now that the applet is properly configured, we can go over the various options on how to use the
applet to your advantage.

The first step is to pull up an email that has a voicemail attachment to it. The email will look like
this.




                                                                                                        61
Pressing the (    ) icon will play the voicemail based on the settings selected within the
configuration screen.

              If Speakers was selected, you should hear the voicemail via speakers.
              If Phone was selected, the system would call your phone and play the message. You
               can answer the phone via handset or use speaker phone mode.



                     When listening to all new voicemail messages via Outlook, the new
                     message indicator light on the Cisco IP Phone will turn off. This
                     applet interfaces with Unity-5.
                     If you right click on the voicemail email and select unread from the
                     context menu, the voicemail will be new again, and the light on the
                     Cisco IP Phone will come on.




                     Double clicking on VoiceMessage.wav attachment link would pop-
                     up an options window to SAVE, OPEN (with an external
                     application such as Windows Media Player) or CANCEL.
                     Additional options are available by right clicking on it as well.




                                                                                                   62
You can send Voicemails using Outlook as well. We can start by clicking ACTIONS drop down
menu, then selecting NEW VOICE MESSAGE.


Pressing the ( ) icon will record the voicemail based on the settings selected within the
configuration screen.

              If Microphone is selected, you should record the voicemail via microphone.
            If Phone is selected, the system would call your phone and record the message. You
               can answer the phone via handset or use speaker phone mode.




               Clicking on ACTIONS then REPLY WITH VOICE will perform
               the same as above, with the difference of the To:/Cc: fields being
               pre-populated when replying.




When receiving, sending or replying to Voicemail via Outlook, you have additional settings control
without having to go into the VIEWMAIL Configuration Screen. This is accomplished as follows.




                                                                                                  63
Click on the ( ) icon, and the following options will appear as a drop down menu. From this
menu, you can modify the settings for playback and recording devices with ease.




                                                                                              64
References
Website References:
http://office.microsoft.com/en-us/outlook/HA100743061033.aspx
http://www.customguide.com/outlook-training.htm

Book References:
Microsoft Office 2007 Bible




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