This is the ONLY book you need to achieve maximum productivity when using this messaging and groupware application! Special Edition Using Microsoft Office Outlook 2003 is a business-focused guide to Microsoft Outlook. It focuses on maximizing user productivity with real-world techniques in real-world environments. Topics covered include using Outlook as a personal information manager; collaborating with calendars; staying organized with the Outlook Journal; using Outlook securely; working remotely with Exchange server; programming in Outlook; and using VBA in Outlook. The accompanying CD includes a FREE copy of Woody's Office Power Pack (WOPR) - the #1 enhancement to Office. This software sells for $49.99 but you get it here for free with no obligations attached!
Table of Contents
Introduction. I. SETTING UP AND CONFIGURING OUTLOOK 1. What's New In Outlook 2003? Outlook 2003 Introduction. General Improvements. Personal Information Manager Improvements. Mail Improvements. Exchange Improvements. Miscellaneous New Features. 2. Getting Started and Getting Help. Startup Options. Opening Multiple Outlook Windows. Available Protocols in Outlook. Getting Help in Outlook. Troubleshooting. Improving Your Outlook. 3. Managing Outlook Folders. Understanding How Outlook Stores Information. Using the Navigation Pane and Folder List. Using and Managing Folders. Understanding Folder Properties. Managing Data Within Folders. Using Multiple Personal Folders Files. Folder Home Pages and Web Views Troubleshooting. Improving Your Outlook. 4. Creating Views and Print Styles. Using Outlook's Built-in Views. Arrangements and Intelligent Grouping. Modifying a Default View. Creating a New View. Creating and Using Print Styles. Troubleshooting. Improving Your Outlook. 5. Customizing Command Bars. What Is a Command Bar? Exploring the Default Display for Command Bars. Customizing Command Bars. Adding and Removing Toolbars. Troubleshooting. Improving Your Outlook. II. OUTLOOK AS A PERSONAL INFORMATION MANAGER. 6. Manage Personal Information Using Outlook. What Is a Personal Information Manager? Using Outlook as a PIM. Third-Party Tools. Improving Your Outlook. 7. Creating and Using Categories. Organize Your Outlook Data with Categories. What Are Categories? Using the Master Category List. Assigning Categories to Items. Using and Understanding Entry Types. Troubleshooting. Improving Your Outlook. 8. Customizing Outlook Today. What Is Outlook Today? Why Customize Outlook Today? Extending Outlook Today. Troubleshooting. Improving Your Outlook. 9. Creating Contacts. What Are Contacts? Using the Contacts Folder. Creating a Contact. Duplicating Contact Items. Other Methods of Creating Contact Items. Troubleshooting. Improving Your Outlook. 10. Working with Contacts. Working with Contact Items. Creating Multiple Contacts Folders. Finding a Contact. Other Uses for Your Contacts. Printing Contacts. Viewing Contacts. Creating and Using Distribution Lists. Sharing Contacts. Troubleshooting. Improving Your Outlook. 11. Address Books and Directory Services. Outlook's Address Book. Using One Contacts Folder. Using Multiple Contacts Folders. Setting Up a Personal Address Book. Creating an LDAP Service in Outlook. Troubleshooting. Improving Your Outlook. 12. Using the Outlook Calendar. Understanding the Outlook Calendar. Creating Appointments in the Calendar. Creating and Modifying Events. Creating Recurring Appointments or Events. Changing Appointments and Events. Viewing Appointments and Events. Printing Appointments and Events. Saving Your Calendar as a Web Page. Viewing Reminders. Defining Calendar Labels. Using Time Zones. Viewing Alternate Calendars. Troubleshooting. Improving Your Outlook. 13. Collaborating with Calendars. Sharing a Calendar. Setting Up Meetings. Using the Calendar to Schedule a NetMeeting. Troubleshooting. Improving Your Outlook. 14. Working with Tasks. Understanding Tasks. Working with Tasks in Outlook Today. Creating a New Task in the Tasks Folder. Creating a Recurring Task. Completing Tasks. Assigning Tasks to Others. Using Views to Manage Tasks. Using the TaskPad. Creating Tasks from Other Outlook Items. Tasks and Mobile Computing. Troubleshooting. Improving Your Outlook. 15. Staying Organized with the Outlook Journal. Using Outlook's Journal. Working with the Journal Folder. Setting Up Automatic Email Journaling. Using Journal's Other Tracking Capabilities. Creating Journal Items Manually. Creating Custom Journal Entry Types. Troubleshooting. Improving Your Outlook. 16. Using Outlook Notes. What Are Notes? Creating Notes Working with Notes. Printing and Emailing Notes. Troubleshooting. Improving Your Outlook. III. OUTLOOK AS A MAIL CLIENT. 17. Working with Mail Accounts. Understanding the Types of Mail Accounts. Choosing the Account That's Right for You. Creating Each Type of Mail Account. Using Send/Receive Groups. Creating and Using Profiles. Troubleshooting. Improving Your Outlook. 18. Creating New Messages. Selecting the Message Editor. Message Formats. Creating a New Message. Addressing Messages. Composing Your Email Message. Working with Attachments. Saving a Message Draft. Sending Options. Sending Email from Other Applications or the Internet. Using Email Stationery. Troubleshooting. Improving Your Outlook. 19. Receiving Messages. Viewing Email. Opening Messages. Handling Attachments. Handling Messages. Troubleshooting. Improving Your Outlook. 20. Using Templates. Working with Templates. Creating an Email Template. Using an Email Template. Editing an Existing Template. Sharing Templates with Others. Troubleshooting. Improving Your Outlook. 21. Setting Outlook Options. Changing the Way Outlook Works. Accessing Outlook Options Settings. Preference Tab Options. Mail Setup Options. Mail Format Options. Spelling Options. Security Options. Other Options. Other Options Selections. Troubleshooting. Improving Your Outlook. 22. Finding and Organizing Outlook Items. Searching for Information. Using the QuickFind Contacts Tool. Using the Simple Find Function. Using the Advanced Find Function. Organizing Outlook Items. Search Folders. Troubleshooting. Improving Your Outlook. 23. Importing, Exporting, and Backing Up Outlook Information. Exchanging Outlook Data with Other Applications. Importing Data from Other Sources. Backing Up Your Outlook Data. Restoring an Outlook Data File. Synchronizing Outlook Data with Other Users. Troubleshooting. Improving Your Outlook. 24. Compacting and Archiving Items. Understanding Archiving and Backup. Displaying Outlook Folder Sizes. Displaying Outlook Item Sizes. Deleting Outlook Items. Compacting Personal Folders. Automatically Archiving Outlook Items. Archiving Manually. Managing Archive Files. Troubleshooting. Improving Your Outlook. 25. Using Outlook Securely. Storing and Sharing Information. Securing Outlook Items. Sending Secure Messages. Sending and Receiving Signed Messages. Sending and Receiving Encrypted Messages. Using Security Zones. Virus Protection. Information Rights Management. Troubleshooting. Improving Your Outlook. IV. OUTLOOK AS THE CLIENT FOR EXCHANGE SERVER. 26. Using Outlook as an Exchange Client. What Is Exchange Server? Using Outlook as a Client for Exchange Server. Understanding Cached Exchange Mode. Using Send and Receive Groups. Setting Up Outlook as an Exchange Client. Sending Email Using Exchange Server. Troubleshooting. Improving Your Outlook. 27. Creating and Using Rules. What Are Rules? Creating Rules. Run Rules on Existing Messages. Managing Rules. Out of Office Assistant. Displaying Alerts. Using Outlook 2003's Junk E-mail Filter. Troubleshooting. Improving Your Outlook. 28. Advanced Exchange Options. Advanced Options with Outlook and Exchange Server. Working with Server-Side Distribution Lists. Configuring Delegate Access. Sending Messages on Behalf of Another User. Send As Permissions. Other Methods of Sharing. Troubleshooting. Improving Your Outlook. 29. Exchange Public Folders. Using Public Folders to Share Information. Accessing Public Folders Quickly. Creating Rules for Public Folders. Typical Public Folder Applications. Working with Items in a Public Folder. Using Public Folders to Share Files. Setting Up Offline Access to Public Folders. Creating a Public Folder for Newsgroup Access. Troubleshooting. Improving Your Outlook. 30. Working Remotely with Exchange Server. Using Outlook and Exchange Offline. Offline Access Versus Remote Access. Configuring Offline Access to Exchange. Working with Remote Mail. Troubleshooting. Improving Your Outlook. 31. Advances with Outlook 2003 and Exchange Server 2003. Advantages to Deploying Outlook 2003 as a Client for Exchange Server 2003. Should You Upgrade? V. PROGRAMMING AND ADVANCED OUTLOOK TOPICS. 32. Creating and Using Custom Forms. Customizing Outlook. Introduction to Custom Forms. Using Fields on Forms. Working with Controls on Forms. Setting Form Properties. Publishing Forms. Using VBScript to Enhance Custom Forms. Creating Scripts. Troubleshooting. Improving Your Outlook. 33. Using VBA in Outlook. What Is VBA? VBA Basics. The VBA Development Environment at a Glance. The Outlook Object Model. Using VBA to Respond to Application-Level Events. Using VBA to Manipulate Existing Outlook Data. Creating and Using Userforms in VBA. Creating Custom Toolbar Buttons. Troubleshooting. Improving Your Outlook. 34. Advanced Outlook Programming Topics. Other Methods of Outlook Programming. Outlook 2003 and Other Office Applications. Automating Outlook from Other Applications. Transferring Outlook Information To or From a Database. Using CDO for Outlook 2003 Development. Creating an Outlook COM Add-In. Troubleshooting. Improving Your Outlook. 35. Integrating Outlook and Microsoft Project. Why Use Outlook and Project Together? About Microsoft Project. Using Outlook to Remind You of Tasks in Your Project. Using Your Address Book as a Resource List. Tracking Your Activities with Project. Using Outlook to Communicate with Your Project Team. Requesting Updates through Project. Using Outlook to Route Your Project Files. Troubleshooting Improving Your Outlook. 36. Business Contact Manager. What Is Business Contact Manager? Installing Business Contact Manager. Working with Business Contact Manager. Linking Emails with Business Contact Manager. Link Other Items to Business Contact Manager. Managing Your Business Contact Manager Data Using Views and Reports. Backing Up and Restoring Business Contact Manager Data. Business Contact Manager Versus Microsoft CRM. Advanced Customization and Functionality with Business Contact Manager. Sharing Data with Business Contact Manager. Troubleshooting. Improving Your Outlook. VI. APPENDIXES. Appendix A: Installing Outlook. Minimum System Requirements. Installing Office 2003. Running Outlook 2003 for the First Time. Installing Add-Ins and Third-Party Software. Restoring Outlook 2003 to Its First-Run Condition. Appendix B: Using the Office Resource Kit. The Office 2003 System Resource Kit. Answer Wizard Builder. CMW File Viewer. Custom Installation Wizard. Custom Maintenance Wizard. Customizable Alerts. International Information. MST File Viewer. Office Information. OPS File Viewer. Outlook Administrator Pack. Package Definition Files. Profile Wizard. Removal Wizard. Resource Kit Documentation. Appendix C: Outlook's Files, Folders, and Registry Keys. Where Outlook Saves Configuration Information. Outlook's Files. Outlook's Registry Keys. Appendix D: Outlook Resources. Using Resources Beyond This Book. Microsoft Support Services and the Microsoft Knowledge Base. Web Sites. Newsgroups. Books. Appendix E: Working with the Windows Registry. What Is the Windows Registry? Working with the Windows Registry. Examining the Registry. Backing Up the Windows Registry. Finding Information in the Registry. Adding and Removing Information in the Registry. Changing Key or Subkey Values in the Registry. Copying a Registry Key. Importing and Exporting a Registry Key. Help and Other Resources. Appendix F: Outlook Shortcut Keys. Maximizing Productivity with Outlook Shortcut Keys. Shortcuts for Working with Outlook Items. Appendix G: Outlook Fields and Equivalent Properties. What Can You Do with Outlook's Fields? Appendix H: What's on the WOPR CD. What Is WOPR? Index.
Patricia Cardoza didn't plan on spending her life working with computers. She graduated from the University of California, Davis with a degree in Environmental Sciences, but every job she has ever had has involved computers. Finally, in 1996, she stopped fighting the inevitable and took a job as an IT manager for a telecommunications company in Sacramento, California. For the past five years, she's been working as the co-network administrator, Exchange administrator, programmer, and resident Outlook expert for a box company in central California. In 2001, Microsoft awarded Patricia Most Valuable Professional status for Microsoft Outlook. For the past four years, Patricia has been writing about Exchange and Outlook for various online technical journals including TechRepublic, .NET Magazine, and Microsoft's Office Communities page. She takes on small independent consulting projects in her spare time, mostly related to programming Outlook forms and Access databases. Patricia is also a gadget geek and loves playing with the latest wireless devices. She is currently implementing an 802.11g network in her home and has a Pocket PC Phone Edition that goes everywhere with her. Patricia lives in California with her husband and three very spoiled cats.