xli Part 1: Working with Outlook Chapter 1: What’s New in Outlook 2007.. 45 Chapter 3: Confi guring Outlook Profi les and Accounts.. 63 Chapter 4: Working in and Confi guring Outlook.. Chap
Trang 2A Division of Microsoft Corporation
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Copyright © 2007 by Jim Boyce
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Body Part No X13-24144
Trang 4Part 1: Working with Outlook
Creating and Using Categories 119
Part 2: E-Mail and Other Messaging
Using LDAP Directory Services 395
Part 3: Working with Contacts
Trang 5Part 5: Customizing Outlook
Automating Common Tasks 719
Part 6: Managing and Securing
Collaborating Online with Offi ce 901
Part 8: Working with Offi ce Server and SharePoint Services
Trang 6Microsoft is interested in hearing your feedback so we can continually improve our books and learning resources for you To participate in a brief online survey, please visit:
www.microsoft.com/learning/booksurvey/ What do you think of this book? We want to hear from you!
Acknowledgments xxix
We’d Like to Hear from You xxxi
Introduction xxxiii
Who This Book Is For xxxiii
How This Book Is Organized xxxiv
About the CD xxxix
What’s on the CD xxxix
Using the CD xxxix
Minimum System Requirements xl Conventions and Features Used in This Book xli Part 1: Working with Outlook Chapter 1: What’s New in Outlook 2007 3
A New Interface 3
The Ribbon 3
The Navigation Pane 4
The To-Do Bar 5
Other Interface Changes 6
Instant Search 6
Calendar Changes 7
E-Mail Changes 10
Color Categories 11
Collaboration and Sharing Improvements 12
Integration with Offi ce SharePoint Server 12
Shared Calendars 14
Shared Business Cards 14
And More… 14
Chapter 2: Outlook Overview and Startup 15
Overview of Outlook 15
Messaging 16
Trang 7Scheduling 18
Contact Management 20
Task Management 21
Tracking with the Outlook Journal 22
Organizing Your Thoughts with Notes 23
How Outlook Stores Data 23
Personal Folders—.pst Files 24
Options for Working Offl ine 25
Sharing Storage Files 27
Understanding Messaging Protocols 28
SMTP/POP3 28
IMAP 28
MAPI 29
LDAP 30
NNTP 30
HTML 31
MIME 32
S/MIME 32
MHTML 33
iCalendar, vCalendar, and vCard 33
Security Provisions in Outlook 33
Protection Against Web Beacons 33
Attachment and Virus Security 34
Macro Viruses 34
Digital Signatures 35
Message Encryption 36
Security Labels 36
Understanding Outlook Service Options 36
Options for Starting Outlook 37
Normal Startup 37
Safe Mode Startup 38
Starting Outlook Automatically 39
Adding Outlook to the Quick Launch Bar 39
Changing the Outlook Shortcut 40
Using RUNAS to Change User Context 42
Choosing a Startup View 44
Creating Shortcuts to Start New Outlook Items 45
Chapter 3: Confi guring Outlook Profi les and Accounts 47
Understanding the Outlook 2007 Startup Wizard 47
Confi guring Accounts and Services 48
Understanding Profi les 51
Creating Profi les 53
Switching Profi les 55
Specifying the Startup Profi le 55
Trang 8Confi guring Online and Offl ine Data Storage 56
Personal Folders and Offl ine Folders 57
Adding Other Data Stores 58
Removing Data Stores 60
Confi guring Offl ine Storage 60
Confi guring Cached Exchange Mode 62
Changing Your Data Storage Location 62
Setting Delivery Options 63
Chapter 4: Working in and Confi guring Outlook 65
Understanding the Outlook Folders 65
Working with the Standard Outlook Views 67
Outlook Today 67
Inbox 68
Calendar 78
Contacts 84
Tasks 86
Notes 89
Deleted Items 90
Choosing the Startup View 90
Using Other Outlook Features 91
Using the Navigation Pane 91
Using the Outlook Toolbars 94
Using the Ribbon 96
Using Multiple Outlook Windows 97
Using the Folder List 97
Using the Status Bar 98
Using the Reading Pane 98
Using AutoPreview 99
Using the InfoBar 99
Confi guring Outlook Options 100
Preferences Tab 101
Mail Setup Tab 102
Mail Format Tab 103
Spelling Tab 104
Other Tab 107
Delegates Tab 112
Voice Mail Tab 112
Using Outlook on the Web 113
Browsing the Web with Outlook 113
Connecting to Exchange Server with HTTP 114
Accessing Your Mail Through a Browser 114
Confi guring Windows Settings for Outlook 115
Display Settings 115
Regional Settings 115
Time Synchronization 116
Using Add-Ins 116
Using Outlook Effectively 117
Trang 9Chapter 5: Creating and Using Categories 119
Understanding Categories 119
Customizing Your Category List 121
Assigning Categories to Outlook Items 123
Assigning Categories to Existing Outlook Items 125
Assigning a Quick Click Category 126
Assigning Categories Automatically 126
Modifying Categories and Category Assignments 127
Changing Existing Categories 127
Changing Category Assignments 128
Changing Category Assignments of Multiple Items at One Time 128
Organizing Data with Categories 129
Viewing Selected Categories Only 130
Sharing a Category List 132
Sharing Categories with a Registry File 132
Sharing Categories with E-Mail 133
Using Categories Effectively 134
Part 2: E-Mail and Other Messaging Chapter 6: Managing Address Books and Distribution Lists 137
Understanding Address Books 137
Outlook 2007 Address Book 138
Global Address List (GAL) 139
LDAP (Internet Directory Services) 139
Other Address Lists 139
Confi guring Address Books and Addressing Options 140
Setting the Contacts Display Option for the OAB 140
Removing Contacts Folders from the OAB 141
Setting Other Addressing Options 141
Creating Address Book Entries 144
Modifying Addresses 145
Removing Addresses 145
Finding People in the Address Book 145
Using AutoComplete for Addresses 147
Deleting a Name from the AutoComplete Cache 149
Deleting the Entire Cache 149
Using Distribution Lists 149
Creating Distribution Lists 150
Modifying a Distribution List 152
Renaming a Distribution List 153
Deleting a Distribution List 153
Hiding Addresses when Using a Distribution List 153
Distribution Lists for Multiple Address Fields 153
Using Distribution Lists on a Server 154
Automatically Adding Addresses to the Address Book 155
Using the Mobile Address Book 155
Trang 10Chapter 7: Using Internet Mail Accounts 157
Using Internet POP3 E-Mail Accounts 158
Confi guring General Settings for Internet Accounts 161
Confi guring Outgoing Server Settings for Internet Accounts 162
Confi guring Connection Settings for Internet Accounts 163
Confi guring Advanced Settings for Internet Accounts 164
Controlling Where Outlook Stores POP3 Messages 165
Using IMAP Accounts 166
Controlling Where Outlook Stores IMAP Messages 167
Using Outlook with CompuServe 168
Confi guring Outlook for Classic CompuServe Accounts 168
Confi guring Outlook for CompuServe 2000 Accounts 169
Using Hotmail and Other HTTP-Based Services 170
Using Outlook with Hotmail Accounts 170
Establishing a Hotmail Account 172
Understanding Where Outlook Stores HTTP Messages 172
Using Outlook with Prodigy 173
Using Outlook with MSN 173
Using Multiple Accounts 173
Sending Messages Using a Specifi c Account 173
Separating Incoming Messages by Account 175
Keeping a Copy of Your Mail on the Server 175
Viewing Full Message Headers 179
Chapter 8: Sending and Receiving Messages 181
Working with Messages 181
Opening a Standard Message Form 182
Addressing Messages 182
Including Carbon Copies and Blind Carbon Copies 184
Copying Someone on All Messages 184
Using Templates and Custom Forms for Addressing 185
Specifying Message Priority and Sensitivity 186
Saving a Message to Send Later 187
Setting Sending Options 188
Controlling When Messages Are Sent 190
Requesting Delivery and Read Receipts 190
Using Message Tracking and Receipts Options 191
Sending a Message for Review 193
Replying to Messages 193
Forwarding Messages 194
Using Other Reply and Forwarding Options 194
Deleting Messages 196
Controlling Synchronization and Send/Receive Times 196
Setting Up Send/Receive Groups 197
Limiting Message Size 199
Scheduling Send/Receive Synchronization 201
Trang 11Confi guring Other Messaging Options 202
Setting Up Notifi cation of New Mail 203
Using Message Alerts 203
Controlling Dial-Up Account Connections 205
Formatting Internet and International Messages 205
Managing Messages and Attachments 207
Saving Messages Automatically 207
Retaining a Copy of Sent Messages 209
Working with Attachments 210
Saving Messages to a File 212
Confi guring Message Handling 213
Moving and Copying Messages Between Folders 213
Chapter 9: Beyond Simple Text Messages 215
Formatting Text in Messages 215
Formatting Lists 219
Options on the Format Text Tab 221
Working with Styles 221
Using Tables 224
Inserting a Table in a Message 225
Working with Tables 226
Working with Quick Tables 228
Using Special Text Features 229
Quick Parts 229
Drop Cap 230
Date & Time 231
Text Box 231
WordArt 231
Object 232
Including Illustrations in Messages 232
Inserting a Picture from a File 233
Inserting Clip Art 237
Inserting Shapes 238
Inserting a Chart 239
Inserting SmartArt 241
Using Symbols in a Message 242
Inserting an Equation 243
Inserting a Symbol 243
Inserting a Horizontal line 243
Working with Hyperlinks 244
Inserting Hyperlinks 244
Inserting Hyperlinks to Files or Web Pages 245
Inserting a Hyperlink to a Place in the Current Message 247
Inserting a Hyperlink to a New Document 247
Inserting a Hyperlink to an E-Mail Address 247
Removing a Hyperlink 248
Inserting Bookmarks 248
Trang 12Including Other Items in a Message 249
Attaching Files 249
Inserting Files in the Body of a Message 249
Including an Outlook 2007 Item 249
Attaching a Business Card to a Message 250
Including a Calendar 251
Customizing the Appearance of Your Messages 252
Understanding How Outlook Formats Messages 252
Using Themes to Customize Your Messages 254
Creating a Custom Theme 260
Using Stationery to Customize Your Messages 261
Creating a Custom Message Appearance 262
Using Signatures 263
Understanding Message Signatures 264
Defi ning Signatures 264
Adding Signatures to Messages 265
Backing Up Your Signatures 266
Using the Proofi ng and Research Tools 266
Confi guring Research Options 269
Chapter 10: Finding and Organizing Messages 271
Finding and Organizing Messages with Search Folders 271
Using Search Folders 272
Customizing Search Folders 272
Creating a New Search Folder 274
Flagging and Monitoring Messages and Contacts 275
Flagging Received and Previously Sent Messages 275
Flagging Outgoing Messages 276
Viewing and Responding to Flagged Messages 277
Flagging Contact Items 278
Grouping Messages by Customizing the Folder View 279
Filtering a View Using Categories 280
Managing E-Mail Effectively 280
Chapter 11: Processing Messages Automatically 283
Understanding Message Rules 283
Creating and Using Rules 285
Creating New Rules 287
Applying Rules to Specifi c Folders or All Folders 292
Copying Rules to Other Folders 292
Creating Rules Based on Existing Messages 293
Creating Rules That Use OR Logic 294
Modifying Rules 295
Controlling Rules 296
Setting Rule Order 296
Stopping Rules from Being Processed 297
Disabling and Removing Rules 297
Trang 13Sharing Rules with Others 297
Backing Up and Restoring Rules 298
Using the Organize Pane to Create Rules 299
Using Rules to Move Messages Between Accounts 300
Running Rules Manually and in Specifi c Folders 301
Chapter 12: Managing Junk E-Mail 303
How Outlook 2007 Junk E-Mail Filtering Works 303
No Automatic Filtering 304
Low 304
High 304
Safe Lists Only 305
Understanding How Outlook 2007 Uses the Filter Lists 305
Deleting Instead of Moving Messages 306
Postmarking Messages 306
How Outlook 2007 Phishing Protection Works 307
Enabling and Confi guring Junk E-Mail Filtering 308
Controlling Automatic Downloads 309
Confi guring Automatic Downloading of External Content 311
Marking and Unmarking Junk E-Mail 312
Creating Other Junk E-Mail Rules 312
Other Spam Filtering Solutions 313
Filtering in Exchange Server 313
Using Third-Party Filters 314
Managing Junk E-Mail Effectively 316
Chapter 13: Automatically Responding to Messages 319
Creating Automatic Responses with the Out Of Offi ce Assistant 319
Understanding Out Of Offi ce Assistant Features 320
Using the Out Of Offi ce Assistant with Exchange Server 2003 and Earlier 322
Using the Out Of Offi ce Assistant for Exchange Server 2007 323
Creating Custom Out Of Offi ce Rules 324
Creating Automatic Responses with Custom Rules 325
Setting Up the Reply 326
Creating Automatic Responses from Local Templates 327
Creating Automatic Responses from the Server 328
Chapter 14: Securing Your System, Messages, and Identity 329
Confi guring HTML Message Handling 329
Protecting Messages with Digital Signatures 333
Understanding Digital Certifi cates and Signatures 333
Obtaining a Digital Certifi cate 334
Copying a Certifi cate to Another Computer 336
Signing Messages 340
Understanding S/MIME and Clear-Text Options 340
Adding Your Digital Signature 341
Setting Global Security Options 342
Trang 14Creating and Using Security Profi les 343
Reading Signed Messages 347
Changing Certifi cate Trust Relationships 348
Confi guring CA Trust 350
Confi guring CA Trust for Multiple Computers 351
Viewing and Validating a Digital Signature 353
Encrypting Messages 356
Getting Ready for Encryption 356
Sending Encrypted Messages 359
Reading Encrypted Messages 360
Importing Certifi cates from Outlook Express 360
Protecting Data with Information Rights Management 361
Using Microsoft’s IRM Service 362
Viewing IRM-Protected Messages 364
Working with Multiple Accounts 365
Chapter 15: Receiving Messages Selectively 367
Understanding Remote Mail Options 367
Remote Mail in a Nutshell 368
Setting Up for Remote Mail 369
Working with Message Headers 370
Downloading Message Headers 370
Marking and Unmarking Message Headers 370
Processing Marked Headers 373
Selective Downloading for POP3 Using Send/Receive Groups 375
Retrieving Only Message Headers 376
Retrieving Based on Message Size 377
Keeping Messages on the Server 377
Chapter 16: Using RSS Feeds 379
Understanding RSS 379
Confi guring RSS 380
Adding RSS Feeds to Outlook 380
Using Your RSS Feeds 383
Adding an OPML File to Outlook 386
Managing Your RSS Feeds 388
Setting RSS Properties 390
Chapter 17: Using LDAP Directory Services 395
Overview of LDAP Services 395
Confi guring a Directory Service Account in Outlook 396
Setting the Search Base 399
Confi guring a Directory Service Account in Windows Mail 401
Using LDAP to Find People 404
Searching from Windows Mail 405
Trang 15Part 3: Working with Contacts
Chapter 18: Creating and Managing Your Contacts 409
Working with the Contacts Folder 410
Creating a Contact Entry 412
Creating Contact Entries from the Same Company 414
Creating a Contact Entry from an E-Mail Message 414
Copying an Existing Contact Entry 414
Creating Other Contacts Folders 415
Copying the Design of a Folder 416
Working with Contacts 417
Associating a Contact with Other Items and Documents 417
Assigning Categories to Contacts 420
Resolving Duplicate Contacts 420
Phoning a Contact 422
Sending an E-Mail Message to a Contact 424
Connecting to a Contact’s Web Site 425
Scheduling Appointments and Meetings with Contacts 425
Assigning a Task to a Contact 426
Flagging a Contact for Follow-Up 426
Finding Contacts 429
Making a Common Change to Multiple Contacts 430
Viewing Contacts 431
Using Standard Views in the Contacts Folder 432
Customizing Contacts View 432
Printing Contacts 438
Custom Contact Printing with Word 440
Working with Distribution Lists 440
Creating a Personal Distribution List 441
Adding or Deleting Names in a Distribution List 442
Sharing Contacts 443
Sharing Your Contacts Folders 443
Sharing Contacts with vCards 446
Setting Contact Options 448
Using Contacts Effectively 449
Chapter 19: Using Microsoft Business Contact Manager 451
Understanding What Business Contact Manager Can Do 451
Confi guring Business Contact Manager 454
Where Is Business Contact Manager? 455
Adding and Removing Business Contact Manager for a Profi le 456
Using the Business Contact Manager Interface 457
Business Contact Manager Folders 457
Business Contact Manager Menu 461
Working with Business Contacts 463
Copying Existing Contacts 463
Creating New Business Contacts 464
Trang 16Using Contacts 467
Creating and Using Accounts 468
Performing Actions with Accounts 470
Creating and Using Business Projects 471
Working with Project Tasks 472
Creating and Using Opportunities 473
Creating and Managing Products 474
Adding Products to an Opportunity 476
Creating Marketing Campaigns 477
Step 1: What Is This Marketing Campaign For? 477
Step 2: Who Will See It? 478
Step 3: How Will They Get It? 478
Step 4: What Will They Get? 478
Step 5: Are You Ready to Launch the Marketing Campaign? 478
Tracking Item History 480
Attaching Items 482
Creating Reports 483
Modifying Reports 484
Filtering Reports 485
Saving Reports 487
Printing Reports 488
Importing and Exporting Information 488
Importing Contacts or Accounts 488
Importing Products 490
Managing Your Business Contact Manager Data 493
Cleaning Up the Database 494
Sharing the Database 494
Backing Up the Database 495
Restoring the Database 495
Deleting Databases 495
Part 4: Managing Your Time and Tasks Chapter 20: Scheduling Appointments 499
Calendar Basics 499
Understanding Calendar Items 500
Using the Time Bar 501
Using the Date Navigator 503
Using the To-Do Bar 505
Setting the Number of Days Displayed 505
Selecting a Date 506
Working with One-Time Appointments 506
Specifying the Subject and Location 507
Specifying Start and End Times 508
Setting a Reminder 508
Classifying an Appointment 509
Adding a Note 510
Trang 17Categorizing an Appointment 510
Saving an Appointment 511
Changing an Appointment to an Event 513
Working with One-Time Events 513
Using the Event Form 514
Changing an Event to an Appointment 515
Creating a Recurring Appointment or Event 515
Modifying an Appointment or Event 516
Changing an Appointment or Event 516
Deleting an Appointment or Event 516
Using Categories and Colors 516
Assigning Color Categories to an Appointment Manually 517
Assigning Color to an Appointment Automatically 518
Printing Calendar Items 519
Customizing the Current Calendar View 519
Redefi ning Fields 520
Filtering Calendar Items 521
Controlling Fonts and Other View Settings 522
Creating a Custom View 522
Creating a New View 523
Copying a View 524
Using Overlay Mode to View Multiple Calendars in One 524
Backing Up Your Schedule 525
Managing Time Zones 528
Changing the Time Zone 528
Using Two Time Zones 529
Managing Your Calendar Effectively 530
Chapter 21: Scheduling Meetings and Resources 533
Sending a Meeting Request 533
Selecting Attendees 534
Scheduling a Meeting 536
Scheduling a Meeting from the Contacts Folder 538
Changing a Meeting 538
Sending a Meeting Request with Scheduling Assistant 538
Selecting Attendees 540
Scheduling a Meeting Using Scheduling Assistant 541
Responding to a Meeting Request 542
Receiving a Request for a Meeting 542
Receiving a Response to Your Request 543
Checking Attendees 545
Scheduling Resources 546
Setting Up Resources for Scheduling 546
Using the Confi gured Resources 547
Managing Meetings Effectively 549
Find the Best Time for the Meeting 549
Use Scheduling Assistant to Help Schedule Meetings 549
Trang 18Set a Suffi cient Reminder to Enable You to Make Meetings on Time 550
Schedule Meeting End Times with a Reminder to Help Meetings Stay on Schedule 550
Chapter 22: Managing Your Tasks 551
Working with Tasks in the Tasks Folder 551
Creating a Task 554
Creating a Recurring Task 558
Adding a Reminder 559
Setting a Task Estimate 559
Marking a Task as Completed 560
Assigning Tasks to Others 560
About Task Ownership 561
Making or Accepting an Assignment 561
Reclaiming Ownership of a Declined Task 564
Assigning Tasks to Multiple People 565
Tracking the Progress of a Task 566
Sending a Task Status Report 567
Creating an Unassigned Copy of an Assigned Task 567
Viewing and Customizing the Tasks Folder 567
Changing Fonts and Table View Settings 568
Using Automatic Formatting 570
Setting General Task Options 571
Working with Tasks in Other Ways 572
Working with Tasks in the To-Do Bar 572
Working with Tasks in Outlook Today 574
Using the Daily Task List 574
Managing Tasks Effectively 575
Chapter 23: Tracking Documents and Activities with the Journal 577
Understanding the Outlook Journal 578
Using Automatic Journaling 580
Setting Journal Options 583
Turning Off Automatic Journaling 584
Automatically Recording E-Mail Messages 585
Automatically Recording Contact Information 585
Automatically Recording Document Activity 586
Adding Journal Items Manually 587
Recording Work in a File Manually 588
Recording Outlook Items Manually 589
Recording Other Activities Manually 589
Manually Recording Phone Calls 589
Creating and Using Custom Entry Types 591
Changing Journal Entries 592
Modifying an Entry 593
Moving an Entry on the Timeline 593
Deleting an Entry 593
Connecting Journal Activities to Individual Contacts 594
Trang 19Viewing the Journal 596
Using By Type View 597
Using By Contact View 598
Using By Category View 598
Using Entry List View 599
Using Last Seven Days View 600
Using Phone Calls View 601
Customizing Journal Views 602
Printing Journal Items 603
Sharing Journal Information 605
Using the Journal Effectively 607
Make Using the Journal a Habit 607
Use the Journal’s Automatic Recording Features 607
Use the Journal Only for Those Things You Need to Track 608
Add Addresses to Your Primary Contacts Folder 608
Create Custom Entry Types to Meet Your Individual Needs 608
Time Management Using the Journal 609
Chapter 24: Making Notes 611
Understanding Outlook Notes 611
Confi guring Note Options 613
Working with Notes 613
Adding a Note 614
Reading and Editing a Note 614
Forwarding a Note 615
Adding a Note Sent to You 615
Using a Note to Create a Task or an Appointment 616
Moving and Copying Notes 616
Changing Note Color 618
Assigning Color Categories to Notes 618
Printing a Note 620
Date and Time Stamping Notes 620
Deleting a Note 620
Viewing Notes 621
Creating New Notes Folders 622
Part 5: Customizing Outlook Chapter 25: Using Templates 625
Working with E-Mail Templates 625
Creating an E-Mail Template 626
Using an E-Mail Template 627
Using a Template with a Distribution List 627
Using Other Outlook Template Types 628
Appointments and Meetings 628
Contacts 629
Trang 20Tasks and Task Requests 629
Journal Entries 630
Editing Templates 630
Sharing Templates 631
Using Templates Effectively 632
Chapter 26: Customizing the Outlook Interface 635
Customizing the Navigation Pane 635
A Quick Tour of the Navigation Pane 635
Showing and Hiding the Navigation Pane 636
Changing the Number of Buttons on the Navigation Pane 637
Adding a Shortcut to an Outlook Folder or a Public Folder 638
Adding a File Folder or Document to the Navigation Pane 639
Adding a Web Site to the Navigation Pane 640
Removing a Shortcut from the Navigation Pane 641
Renaming a Shortcut in the Navigation Pane 641
Working with Groups in the Navigation Pane 641
Customizing the To-Do Bar 642
Customizing Toolbars 644
Working with Toolbars 644
Creating Custom Toolbars 646
Customizing Outlook Today View 654
Confi guring Outlook Today 655
Chapter 27: Creating Custom Views and Print Styles 659
Creating and Using Custom Views 659
Basing a New View on an Existing View 659
Creating a New View from Scratch 661
Modifying, Renaming, or Deleting a View 664
Customizing a View’s Settings 664
Printing in Outlook 673
Overview of Print Styles 673
Printing from Outlook 674
Creating Custom Print Styles 678
Deleting Print Styles 679
Resetting Print Styles 679
Custom Printing with Scripts and Word 680
Using a Custom Contact Style 681
Using a Custom Message Style 685
Custom Printing with Excel 687
Chapter 28: Designing and Using Forms 689
Overview of Standard Forms, Item Types, and Message Classes 690
Outlook Forms 690
Outlook Item Types 691
Outlook Message Classes 692