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Module 8: Managing

Client Configuration and


Connectivity
Contents

Overview 1
Lesson: Configuring and Customizing
Outlook 2003 2
Lesson: Performing Calendaring Tasks in
Outlook 2003 25
Lesson: Installing and Configuring Outlook
Express 34
Discussion: Managing Client Configuration
and Connectivity 48
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Module 8: Managing Client Configuration and Connectivity iii

Instructor Notes
Presentation: This module introduces students to client configuration and connectivity
50 minutes concepts and demonstrates the common tasks associated with configuring and
customizing Microsoft® Office Outlook® 2003, performing calendaring tasks in
Practices: Outlook 2003, and installing and configuring Microsoft Outlook Express.
65 minutes
After completing this module, students will be able to:
! Configure and customize Outlook 2003.
! Perform common calendaring tasks in Outlook 2003.
! Install and configure Outlook Express.

Required materials To teach this module, you need the following materials:
! Microsoft PowerPoint® file 2400B_08.ppt
! Module 8 video file 2400B_08_v05.wmv

Important It is recommended that you use PowerPoint 2002 or later to display


the slides for this course. If you use PowerPoint Viewer or an earlier version of
PowerPoint, all the features of the slides may not be displayed correctly.

Preparation tasks To prepare for this module:


! Read all of the materials for this module.
! Complete the practices and review the discussions and assessment
questions. Where possible, anticipate alternate answers that students may
suggest and prepare responses to those answers.
! Complete the demonstration regarding how to use Connectix Virtual PC,
which is in the Introduction module of this course. All students must watch
you perform this demonstration. It is crucial that students become familiar
with the virtual environment that is used in the practices before they attempt
to complete the first practice in this module on their own.
! Review the links and suggested additional readings for this module.
Document your own suggested additional readings to share with the class.

Classroom setup The classroom should be set up to use Connectix Virtual PC software, as
discussed in the Manual Classroom Setup Guide. No additional classroom setup
is needed.
iv Module 8: Managing Client Configuration and Connectivity

How to Teach This Module


This section contains information that will help you to teach this module.
Instructor notes have been written only for the topics that required them.
If no student practice is included in a How-to topic, consider demonstrating the
task for students.

Important This module was included in this course based on feedback received
from messaging administrators about common tasks that users ask for help with
and based on input that messaging administrators would like to see this content
covered in this course.
However, talk to each class about this content and ask students if they are
interested in learning this content. If your students are not interested in this
content, you can skip this module or cover only the topics in the module that are
of interest to your students. Or, students may want to hear the brief lecture but
skip the practices or vice versa. Also, if students are more interested in
deployment, you should research these links and be prepared to answer
questions about deployment. Deployment and remote procedure call (RPC)
over Hypertext Transfer Protocol (HTTP) are topics that will be addressed in
Exam 70-284: Implementing and Managing Microsoft Exchange Server 2003,
so you may want to cover these topic pages at a minimum.

How to start Start this module by telling students that although users generally configure and
customize their own e-mail clients, they often ask administrators for help—
especially if they are new to the e-mail client. The three lessons in this module
map to three common tasks that administrators perform: installing and
configuring Outlook 2003, helping users perform calendaring tasks, and
installing and configuring Outlook Express. Students get to perform many of
these tasks in the hands-on practices.
After you discuss the tasks on the module overview slide, show the brief video
from a Northwind Trader’s employee before you continue with the module. In
this video, students will be given overall instructions for tasks from their team
lead or co-worker at Northwind Traders. To start the video, click the video
button on the overview slide, or open the Web page on the Student Materials
compact disc, click Multimedia, and then click the title of the video. You can
play this video again at the beginning of the first practice in the module if you
think it will help motivate students.
Time to teach this Students should use the majority of the time in this module completing the
module hands-on practices and discussions. We anticipate that total hands-on time for
the students will be about 1 hour and 5 minutes. Total time for your
presentation should be no more than 50 minutes.

Tip When this symbol appears on the lower-right corner of a slide, it indicates
that students must complete an inline practice before you move on to the next
slide:
Module 8: Managing Client Configuration and Connectivity v

Practices Some practices in this module require initial startup time. Consider having
students perform the initial step in these practices before you begin the lecture
on the related content. If a practice begins with a procedure titled “To prepare
for this practice,” then it requires initial startup time.

Lesson: Configuring and Customizing Outlook 2003


This section describes the instructional methods for teaching this lesson.
How Outlook Is Installed This slide shows the overall process of installing Outlook, performing initial
and Configured configuration of Outlook, and then further customizing Outlook. Connect the
topics that follow back to this slide so that students can see where each of the
tasks fits into the overall process.
Initial Configuration This slide shows the steps that must be completed to initially configure
Tasks to Perform in Outlook. Use this slide and the next slide together to show that part of this
Outlook Startup Wizard initial configuration is choosing a mode for connecting Outlook to Exchange
and to show the different methods that can be used.
Modes for Connecting Use this slide and the preceding slide together.
Outlook 2003 to
Exchange
How to Configure If Outlook is not connected to Exchange during the initial configuration,
Outlook to Connect to administrators can perform this task manually at any time. Use this slide to
Exchange Server 2003 explain why this task is needed and to discuss the high-level steps of the task
that students are about to perform. Then, have the students complete the inline
practice and answer any questions that they have.
Common Customization Students may be wondering what else their users will likely ask for help with.
Tasks That Users This topic lists some of the common tasks that administrators help users
Perform perform. Share your own experience with students and ask them if they have
additional items to add to this list.
Common Customization Allowing users to create their own Outlook profiles and to have control of all of
Tasks That Can Be the Outlook settings is not practical for all companies. Without some
Performed Using consistency among Outlook configurations, it can become time consuming to
Automated Tools provide user support.
Use this slide in combination with the next slide to talk about customization
tasks that can be performed by using automated deployment tools and describe
the tools that are available for them to use.
Resources Available for Use this slide and the preceding slide together.
Performing Common
Outlook Customization
Tasks

How to Configure Rules This topic describes common tasks that administrators help their users perform.
and Out of Office Use this animated slide to show an example of an Out of Office message. Then,
Messages have the students complete the inline practice and answer any questions that
they have.
How to Grant This topic describes another common task that administrators help their users
Permission to a perform. Use this slide to explain why this task is important and to discuss the
Delegate to Access high-level steps of the task. Then, have the students complete the inline practice
Mailbox Information and answer any questions that they have.
vi Module 8: Managing Client Configuration and Connectivity

How to Configure Use this slide to discuss the steps for configuring Exchange 2003 and
Exchange 2003 and Outlook 2003 for RPC over HTTP, and then have students complete the
Outlook 2003 for RPC practice that follows.
Over HTTP

Practice: Using RPC Have students complete all procedures in this practice. When they are finished,
Over HTTP to Access an discuss the answer to the question that they were asked and then answer any
Exchange Mailbox additional questions that they have.

Lesson: Performing Calendaring Tasks in Outlook 2003


This section describes the instructional methods for teaching this lesson.
Common Calendaring Make sure that your students understand the Outlook definitions of the terms
Tasks appointment, event, and meeting before you discuss the common calendaring
tasks. Definitions are included in the student workbook.
Use this slide to discuss common calendaring tasks that users may ask for their
administrators’ help with and mention that students will perform several of
these tasks in upcoming hands-on practices.
How to Schedule a Use this slide to explain why this task is important and to discuss the high-level
Meeting steps of the task. Then, have the students complete the inline practice and
answer any questions that they have.
Methods of Sharing Use this slide in combination with the next slide. Describe the methods that
Calendars Using students can use to create shared calendars and answer any questions that they
Exchange Server 2003 have before you move into the next topic.
How to Create a Group Use this slide to explain why this method of creating a shared calendar is being
Schedule taught and to discuss the high-level steps of the task. Then, have the students
complete the inline practice and answer any questions that they have.

Lesson: Installing and Configuring Outlook Express


This section describes the instructional methods for teaching this lesson.
Why Use Outlook Explain what Outlook Express is, and why companies choose to use Outlook
Express? Express.
How Outlook Express Is This slide shows the overall process of installing Outlook Express, performing
Installed and Configured an initial configuration, and then further customizing Outlook Express. Connect
the topics that follow back to this slide so that students can see where each of
the tasks fits into the overall process. Wherever the term administrator is used,
it is a reference to the messaging administrator.
Guidelines for In addition to the guidelines presented, provide any additional guidelines that
Performing the Initial you have from your own experience and ask students if they have additional
Configuration of Outlook guidelines to add.
Express

Considerations for In addition to the considerations presented, provide any additional guidelines
Performing Additional that you have from your own experience and ask students if they have
Configuration Tasks for additional guidelines to add.
Outlook Express
Module 8: Managing Client Configuration and Connectivity vii

Guidelines for Describe what the Microsoft Internet Explorer Administration Kit (IEAK) is
Automating the and what students can use it for. Then, present the guidelines, provide any
Deployment of Internet additional guidelines that you have from your own experience, and ask students
Explorer and Outlook if they have additional guidelines to add.
Express

How to Use WebDAV to There are many ways to connect Outlook Express to Exchange, but the fastest
Connect Outlook way to do it is to use the Web Distributed Authoring and Versioning
Express to Exchange (WebDAV) protocol. Use this slide to explain why this task is important and to
discuss the high-level steps of the task. Then, have the students complete the
inline practice and answer any questions that they have.
How to Add an E-Mail or Use this slide to explain why this task is important and to discuss the high-level
News Account in steps of the task. Then, have the students complete the inline practice and
Outlook Express answer any questions that they have.
How to Show and Hide Use this slide to explain why this task is important and to discuss the high-level
IMAP Folders steps of the task. Then, have the students complete the inline practice and
answer any questions that they have.

Discussion
The scenarios in this discussion were designed to allow students to reflect on
what they did in the module and to give them an opportunity to ask any
remaining questions that they have. Use the discussion scenarios to provide a
summary of the module content. You can also return to the Module overview
slide and use it to help summarize the lessons covered in this module.
You can do this activity with the entire class. Or, if you have time, have
students work in small groups to come up with solutions to the problems in the
scenarios and then present and discuss their ideas with the class.
Before taking part in the discussion, students should have completed all of the
practices. Students who have not completed the practices may have difficulty
taking part in the discussion.

Assessment
Assessment questions for this module are located on the Student Materials
compact disc. You can use the assessment questions in whatever way you think
is best for your students. For example, you can use them as pre-assessments to
help students identify areas of difficulty. Or, you can use them as post-
assessments to validate learning. Consider using the questions to reinforce
learning at the end of the day or at the beginning of the next day. If you choose
not to use the assessment questions during class, show students where the
questions are so that they can use them to assess their own learning outside of
class.
Module 8: Managing Client Configuration and Connectivity 1

Overview

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Introduction Frequently, users ask messaging administrators to assist them with configuring
their e-mail software or setting up specific collaborative features. This module
introduces client configuration and connectivity concepts and demonstrates the
common tasks that are associated with configuring and customizing Microsoft®
Office Outlook® 2003, performing calendaring tasks in Outlook 2003, and
installing and configuring Microsoft Outlook Express.
Objectives After completing this module, you will be able to:
! Configure and customize Outlook 2003.
! Perform common calendaring tasks in Outlook 2003.
! Install and configure Outlook Express.
2 Module 8: Managing Client Configuration and Connectivity

Lesson: Configuring and Customizing Outlook 2003

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Introduction Although users typically configure and customize their own Outlook clients, in
many cases you will be asked to help. This lesson presents the overall process
for installing, configuring, and customizing Outlook. It then describes the steps
for performing the initial configuration of Outlook and how to customize
Outlook to serve the needs of your users.
Lesson objectives After completing this lesson, you will be able to:
! Explain the process of installing and configuring Outlook.
! Describe the initial configurations tasks to perform in Outlook Startup
Wizard.
! Describe the modes for connecting Outlook to Microsoft Exchange
Server 2003.
! Configure Outlook to connect to Exchange Server 2003.
! Describe common Outlook customization tasks that users perform.
! Describe the customization tasks that can be performed by using automated
tools.
! Describe the resources available to perform common customization tasks.
! Configure rules and Out of Office messages.
! Grant permissions to a delegate to access mailbox information.
! Describe how to configure Exchange 2003 and Outlook 2003 for remote
procedure call (RPC) over Hypertext Transfer Protocol (HTTP), and then
use RPC over HTTP to access an Exchange mailbox.
Module 8: Managing Client Configuration and Connectivity 3

How Outlook Is Installed and Configured

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The process for installing and configuring Outlook is as follows:
1. Outlook is automatically installed as part of the Microsoft Office
installation. Outlook can be installed alone or with other Office
components. It can co-exist with previous versions of Office, but only one
version of Outlook can exist on each computer.
2. After the installation process is complete, the first time that you run
Outlook, the Outlook Startup Wizard starts and prompts you to complete the
initial configuration of the Outlook profile. The profile defines what e-mail
and directory servers will be used, the location of incoming e-mail, the
location of data files, and so on. Administrators or users complete the setup
wizard.
3. Any additional customization that users decide to do is performed after the
initial profile is defined, the wizard completes, and Outlook starts. For
example, users may configure preferences for managing junk e-mail, change
message formats, or specify how spell checking will be performed on their
messages. Users typically perform many customization tasks on their own.
However, to make supporting Outlook easier in a corporate environment,
administrators often standardize some customization tasks and perform
them by using automated deployment tools.
4 Module 8: Managing Client Configuration and Connectivity

Initial Configuration Tasks to Perform in Outlook Startup Wizard

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After the Office installation process is finished, the first time that you run
Outlook, you must use the Outlook Startup Wizard to complete the initial
configuration of the Outlook profile. Tasks that you must perform in this wizard
include:
1. Define whether Outlook will be used for e-mail and, if so, what type of
e-mail server will be used: Exchange Server, Post Office Protocol version 3
(POP3), Internet Message Access Protocol (IMAP), HTTP, or third-party
servers.
2. Configure Outlook to connect to a server that is running Exchange. To do
this, you must:
• Provide the name of your Exchange server and your user name and
mailbox name.
• Decide whether to run a local copy of your mailbox (cached mode).

Note Although you are not required to run a local copy of your mailbox, it
is the default and will provide the best performance for the user.

• Select additional settings, such as connection type at startup, dialup and


on-network encryption, authentication, and remote e-mail features.
Module 8: Managing Client Configuration and Connectivity 5

Modes for Connecting Outlook 2003 to Exchange

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Before users can access their mailboxes, their computers must be connected to
the network and authenticated to access their mailboxes. Users can configure
Outlook to work in the three modes described in the following table.
Mode Description

Cached mode Cached mode is the default mode, and it stores a copy of the user’s
mailbox locally in an Offline folder file (.ost). The offline folder file is
updated (referred to as synchronizing) frequently with the Exchange
server. The user’s connection state is managed by Outlook, connecting
to Exchange to synchronize information with the user’s mailbox and
working locally when no connection exists or when the connection is
less than reliable.
The user has access to all online resources (calendar, free/busy, address
lists). The user can configure his or her e-mail settings to control how
information will be downloaded from the Exchange server.
Online mode In online mode, the content of the user’s mailbox is stored on the
Exchange server, and the user maintains a full-time network
connection.
Offline mode Users working offline do not have a constant network connection and
typically use a dial-up or virtual private network (VPN) connection to
connect to their Exchange server. Users work with a local copy of their
mailbox, an .ost file, and manage synchronizing with their Exchange
mailbox by using Send/Receive Groups to control how often Outlook
connects to the Exchange server to send and receive messages. Offline
mode is different from cached mode in that users in offline mode can
configure which folders they want to synchronize with the .ost file.
The user can configure Remote Mail settings to control how messages
are downloaded from the server when a connection is made. Offline
mode is the typical mode used by mobile users.
6 Module 8: Managing Client Configuration and Connectivity

How to Configure Outlook to Connect to Exchange Server 2003

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If users did not specify Exchange as their e-mail server during the initial
configuration of Outlook, you can perform this task manually for your users at
any time.
To configure Outlook to The high-level steps for configuring Outlook to connect to Exchange 2003 are
connect to Exchange as follows:
2003
1. Access Outlook properties.
2. Configure a profile to connect to Exchange.

The detailed steps are included in the practice that follows.


Practice: Configuring In this practice, you will configure Outlook to connect to Exchange 2003.
Outlook to connect to
Exchange 2003 ! To prepare for this practice
1. Start 2400_London-Virtual PC, if it is not already started.
2. Log on as NWTraders\LondonAdmin with a password of P@ssw0rd.
3. Start 2400_Acapulco-Virtual PC.
4. Log on as NWTraders\LondonAdmin with a password of P@ssw0rd.

Note This procedure may take five minutes to complete before you can
continue.

! To configure Outlook to connect to Exchange 2003


1. Switch to 2400_Acapulco-virtual PC.
2. From your desktop, click Start, right-click E-Mail Microsoft Outlook, and
then click Properties.
3. In the Mail Setup – Outlook dialog box, click Show Profiles.
Module 8: Managing Client Configuration and Connectivity 7

4. In the Mail dialog box, click Add.


5. In the New Profile dialog box, type My Exchange Mail and then click OK.
6. On the E-mail Accounts page, verify that Add a new e-mail account is
selected, and then click Next.
7. On the Server Type page, click Microsoft Exchange Server, and then
click Next.
8. On the Exchange Server Settings page, in the Microsoft Exchange Server
box, type London and in the User Name box, type LondonAdmin and then
click Next.
9. On the Congratulations page, click Finish.
10. In the Mail dialog box, click Prompt for a profile to be used, and then
click OK.
11. To verify that you can open your mailbox by using Outlook, click Start,
click E-Mail Microsoft Outlook, select the My Exchange Mail profile,
and then click OK.
12. If you are prompted to activate your copy of Office 2003, click Cancel.

If you wanted to connect to a Microsoft Hotmail® mailbox by using


Outlook 2003, what would you need to do differently?
While creating the profile, you would choose to connect to an
HTTP mailbox rather than an Exchange server, and then identify
Hotmail as the HTTP mail service provider.

Note For more information about deploying Outlook, see the Office page of the
Microsoft Web site http://www.microsoft.com/office/.
8 Module 8: Managing Client Configuration and Connectivity

Common Customization Tasks That Users Perform

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When you install Outlook on a computer, an Outlook MAPI profile is created
for each person who logs on to that computer. After profiles are created for
users, they can customize Outlook settings based on their needs. By adapting
the features of Outlook to suit their needs, users can make their work
environments more comfortable and work more efficiently.
Common customization Examples of customization tasks that users often perform include:
tasks
! Configuring the way Outlook displays names for new contacts in their
Contacts folder, such as First Name Last Name.
! Configuring how Outlook connects to their dial-up accounts.
! Configuring the default format that Outlook uses when composing
messages, such as using rich text or plain text.
! Configuring Outlook to add a custom signature to the end of e-mail
messages.
! Configuring Outlook to always spell check e-mail messages before sending
them.
! Configuring Outlook so that another user can manage their mailbox on their
behalf.
! Configuring Outlook so that a custom address book is available.
Module 8: Managing Client Configuration and Connectivity 9

Common Customization Tasks That Can Be Performed Using


Automated Tools

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For companies that support a large number of Outlook users, it may not be
practical to allow users to create their own Outlook profiles and have control of
all of the Outlook settings. Without some consistency among Outlook
configurations, it can become time consuming to provide user support. To make
supporting Outlook easier in a corporate environment, you can customize
Outlook by using automated deployment tools.
Common customization Some examples of customization tasks that an administrator may want to
tasks that can be perform so that settings are configured consistently across all Outlook users
automated include:
! Configure Outlook to automatically generate a profile for users when they
first launch Outlook.
! Configure Outlook to store files, such as personal folders or offline folders,
in a specific folder.
! Configure migration options, such as converting users’ personal address
books to Outlook address books.
! Configure junk e-mail to filter more messages. The default setting moves
obvious junk e-mail messages to users’ Junk E-Mail folders.
! Configure Outlook to empty the Deleted Items folder when users exit
Outlook.
! Configure how Outlook will archive messages from users’ mailboxes.
10 Module 8: Managing Client Configuration and Connectivity

Resources Available for Performing Common Outlook


Customization Tasks

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Whether you are the administrator trying to control how all Outlook clients will
be deployed or a user customizing Outlook to suit your needs, there are a
variety of tools available to help accomplish these tasks.
Office 2003 Resource Kit Administrators can use these tools to automate the deployment and
resources customization of Outlook when deploying a large number of Outlook users.
Use this resource To do this

Custom Installation Include custom settings and profile configurations for Outlook in a transform (MST file) that
Wizard is applied when Outlook is installed from an administrative installation point. You can:
• Specify installation states for Outlook features.
• Specify default Outlook settings for users.
• Specify how to set user profile information or choose to use existing profile settings.
• Remove existing information services.
• Export your profile settings to a profile (PRF) file.
• Customize other settings to apply during the installation process.
Custom Maintenance Change settings, installation states, and other options after Office has been initially deployed.
Wizard
Office Profile Wizard Create and save a default user profile, including standard locations for files and templates.
Outlook profile file Create MAPI profiles for Outlook users and set up new profiles for users or modify existing
(PRF file) profiles without affecting other aspects of your Outlook (or Office) installation. Also,
manually edit a PRF file to customize Outlook to include services that are not included in the
Custom Installation Wizard. Profile components include: e-mail servers, directory servers,
address books (Outlook address book, Personal address book), and data files (personal folder
stores [.pst files]).
Outlook Modify default security settings of the Outlook security features.
Administrator Pack
Module 8: Managing Client Configuration and Connectivity 11

Note Although using the Office Profile Wizard is an efficient way to save most
Outlook settings, not all options are captured by the wizard. For more
information about settings that are not captured by the Office Profile Wizard,
search for “Locating and Configuring Outlook Settings,” on the TechNet page
of the Microsoft Web site at http://www.microsoft.com/technet/. For more
information about other tools that are included in the Office Resource Kit, see
the Office page of the Microsoft Web site at http://www.microsoft.com/office.

Manual customization Users can use the resources from the Tools menu in Outlook to customize
resources Outlook.
Use this resource To do this

The Options Customize how Outlook displays information, sends reminders, processes junk e-mail, formats
dialog box and spell checks messages, manages security, and more.
The E-mail Customize an Outlook profile by adding e-mail services such as servers, address books, or
Accounts Wizard personal folders files to your profile.
The Rules Wizard Configure rules in Outlook. A rule is a set of conditions, actions, and exceptions that processes
and organizes messages automatically and that is triggered by an event. If you consistently
process certain types of e-mail messages the same way, you can create your rules to help
manage your inbox. For example, you can set rules to automatically sort incoming e-mail into
different folders. You can also add exceptions to rules for special circumstances, such as when a
message is flagged for follow-up action or is marked with high importance.
The Out of Office Configure Out of Office messages in Outlook. Out of Office messages are e-mail messages that
Assistant Outlook sends to people who send you e-mail messages to inform them that you are out of the
office. You can also create rules that automatically manage incoming messages. For example,
you can create rules to automatically move or copy messages to other folders, to delete
messages, to send custom replies, and so on.
The Delegates tab Grant permission to a delegate to access mailbox information. Often executives and managers
have an assistant who helps them manage their schedule and incoming paper mail. Microsoft
Outlook makes it possible to delegate Inbox access, and other Outlook folder access, to another
person (called a delegate) so that they can help manage and respond to incoming e-mail, send
messages on your behalf, organize meetings, and respond to meeting requests and tasks
requests.
The mailbox owner grants permission and determines the level of access that the delegate has.
If you grant someone access to your folders, that delegate has access to the personal items in the
folders.
12 Module 8: Managing Client Configuration and Connectivity

How to Configure Rules and Out of Office Messages

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Two of the most common customization tasks that administrators help users
with are configuring e-mail rules and configuring Out of Office messages.
To configure rules and The high-level steps for configuring rules and Out of Office messages are as
Out of Office messages follows:
1. In Outlook, use the Tools menu to start the Out of Office Assistant or Rules
and Alerts.
2. Configure the Out of Office Assistant to create an Out of Office message.
3. Configure Rules and Alerts to create message handling rules.

Detailed steps are included in the practice that follows.

Note For more information about configuring rules and Out of Office
messages, see the Outlook 2003 Help documentation.

Practice: Configuring In this practice, you will configure Outlook to send an Out of Office message,
rules and Out of Office use a rule to process incoming messages, and then verify that the rule is being
messages processed correctly.

! To configure a rule and the Out of Office message


1. In Outlook, on the menu, click Tools, and then click Out of Office
Assistant. You may need to expand the menu to show all options to locate
Out of Office Assistant.
2. In the Out of Office Assistant dialog box:
a. Click I am currently Out of the Office
b. In the AutoReply only once to each sender with the following text
box, type I am currently out of the office. I will return tomorrow,
and will respond to your message at that time. If this is urgent,
please contact Samantha Smith and then click OK.
Module 8: Managing Client Configuration and Connectivity 13

3. On the menu, click Tools, and then click Rules and Alerts. You may need
to expand the menu to show all options to locate Rules and Alerts.
4. In the Rules and Alerts dialog box, click New Rule.
5. In the Rules Wizard, in the Stay Up to Date area, click Play a sound
when I get messages from someone, and then click Next.
6. In the Step 2: Edit the rule description (click an underlined value) box,
click people or distribution list.
7. In the Rule Address dialog box, type Samantha Smith and then click OK.
8. In the Rules Wizard dialog box, click Next.
9. In the Step 2: Edit the rule description (click an underlined value) box,
click a sound.
10. In the Select a Sound to Play dialog box, click tada, and then click Open.
11. In the Rules Wizard dialog box, click Next.
12. Click Next to ignore any exceptions, and then click Finish to create the rule.
13. Click OK to acknowledge that this is a client-only rule.
14. In the Rules and Alerts dialog box, click OK.

You would like to receive notification on your mobile device whenever


you receive a message from your manager. Your environment is
configured to support mobile devices. What must you do to enable this?
Create a server-based rule. In the stay up to date section of the rule
configuration page, select Send an alert to my mobile device when I
get messages from someone and then identify your manager as the
sender that causes the rule to run.

! To verify that the rule is being processed correctly


1. Switch to 2400_London-Virtual PC.
2. To open the mailbox for Samantha Smith, from the desktop, click Start,
click Run, type http://london/exchange/samsmith and then click OK.
When prompted for credentials, type nwtraders\samsmith with a password
of P@ssw0rd, and then click OK.
3. In Outlook Web Access, click New.
4. In the new message form:
a. In the To box, type London Admin
b. In the Subject box, type test and then click Send.
5. Switch to 2400_Acapulco-virtual PC and verify that the sound of tada.wav
is played when the new message is delivered.
6. Switch to 2400_London-Virtual PC and verify that Samantha Smith
received your Out of Office message. You can click the Check for new
messages button to make this process happen more quickly.
14 Module 8: Managing Client Configuration and Connectivity

How to Grant Permission to a Delegate to Access Mailbox


Information

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Another task that messaging administrators commonly perform is helping users
delegate access to another person so that the delegate can access and manage their
mailbox information. To use the Delegates tab to appoint a delegate, you must be
connected to the server, must have your e-mail delivered to your mailbox on the
server, and must have set up the add-in that contains the Delegate Access feature,
Dlgsetp.ecf.
Levels of access The three levels of access that a delegate can be granted are described in the
following table.
With this
permission The delegate can

Author Read and create items and modify and delete items that he or she creates.
For example, a delegate can create task requests and meeting requests
directly in the manager’s Task or Calendar folder, and then send either
item on the manager’s behalf.
Editor Do everything an Author can do, plus modify and delete the items that
the manager created.
Reviewer Read items. For example, a delegate with Reviewer permission can read
messages in another person’s Inbox.

Tip In addition to the three levels of access that users can grant to a delegate,
administrators can also use the Send As permission in Active Directory Users
and Computers. For example, by using the Send As permission, administrators
can choose to send messages from the Administrator account. Recipients of
these messages see the Administrator account in the From box of the message,
and there is no indication of the name of the person who sent the message.
Module 8: Managing Client Configuration and Connectivity 15

To grant permission to a The high-level steps for granting permission to a delegate to access mailbox
delegate to access information are as follows:
mailbox information
1. In Outlook, use the Tools menu to configure Options.
2. Add delegates with the minimum permissions needed.

The detailed steps are included in the practice that follows.


Practice: Granting In this practice, you will grant a delegate permission to read messages and
permission to a delegate private items in your Inbox, and to send messages on your behalf. You will then
to access mailbox verify that the delegate has the correct permissions on your mailbox and that
information she can send messages on your behalf.

! To grant permission to a delegate


1. Switch to 2400_Acapulco-Virtual PC.
2. In Outlook, click the Tools menu, and then click Options.
3. In the Options dialog box, click the Delegates tab.
4. On the Delegates tab, click Add.
5. In the Add Users dialog box, type Samantha Smith and then click OK.
6. In the Delegate Permissions: Samantha Smith dialog box:
a. Set the Inbox box to Author.
b. Select the Automatically send a message to delegate summarizing
these permissions check box.
c. Select the Delegate can see my private items check box, and then click
OK.
7. In the Options dialog box, click OK.

How should you delegate permissions to allow Samantha Smith to send


e-mail as you so that recipients will not know that the message is not
from you?
The administrator must grant Send As permission to Samantha
Smith on your mailbox. This permission can not be granted by a
user from the Outlook client.

! To verify that Samantha Smith has correct permissions on your


mailbox
To verify that Samantha Smith has correct permissions on your mailbox, you
must create a new Outlook profile for Samantha:
1. Close Outlook.
2. From your desktop, click Start, right-click E-mail Microsoft Outlook, and
then click Properties.
3. In the Mail Setup-Outlook dialog box, click Show Profiles.
4. In the Mail dialog box, click Add.
5. In the New Profile dialog box, type Samantha Smith and then click OK.
16 Module 8: Managing Client Configuration and Connectivity

6. On the E-mail Accounts page, verify that Add a new e-mail account is
selected and then click Next.
7. On the Server Type page, click Microsoft Exchange Server, and then
click Next.
8. On the Exchange Server Settings page:
a. In the Microsoft Exchange Server box, type London
b. In the User Name box, type Samantha Smith
c. Clear the Use Cached Exchange Mode check box, and then click Next.
9. In the Connect to London dialog box, type a user name of samsmith and a
password of P@ssw0rd and then click OK.
10. On the Congratulations page, click Finish.
11. In the Mail dialog box, verify that Outlook is configured to prompt for a
profile to be used, and then click OK.
12. Open Outlook and select the Samantha Smith profile.
13. In the Connect to London.nwtraders.msft dialog box, type P@ssw0rd
and then click OK. If prompted to activate Outlook, click Cancel.

! To verify that Samantha Smith can send on behalf of London Admin


1. In Outlook, click New.
2. On the toolbar, next to the Options button, click the down arrow, and then
click From.
3. Perform the following actions:
a. In the From box, type LondonAdmin
b. In the To box, type Samantha Smith
c. In the Subject box, type Test Send on Behalf Permissions and then
click Send.
4. Open the message and verify that the From field indicates that the message
is sent from Samantha Smith on behalf of London Admin. Close the
message, and then close Outlook.
Module 8: Managing Client Configuration and Connectivity 17

How to Configure Exchange 2003 and Outlook 2003 for RPC Over
HTTP

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Without RPC over HTTP functionality, users must use a VPN connection to use
Outlook to access their e-mail from an Internet location. By implementing RPC
over HTTP, you can allow users to use Outlook over the Internet without a
VPN connection. All data transferred is encrypted by using Secure Sockets
Layer (SSL) over the HTTP connection.
If you want your users to be able to use RPC over HTTP to connect to their
mailboxes, you must configure the applicable servers for RPC over HTTP, and
your users must create an Outlook profile on their computers that contains the
necessary settings for RPC over HTTP. These settings enable SSL
communication with Basic authentication, which is necessary when using RPC
over HTTP.
Requirements for RPC The requirements for RPC over HTTP and the computers and servers to which
over HTTP those requirements apply are shown in the following table.
These computers Must meet these requirements

Clients • Outlook 2003


• Windows XP with Service Pack 1
• Windows XP patch Q331320
Servers • Exchange 2003 on Windows 2003 for front-end servers (if
front-end servers are deployed)
• Exchange 2003 on Windows 2003 for back-end servers
• Exchange 2003 on Windows 2003 for public folders
• Exchange 2003 on Windows 2003 for system folders
• Windows 2003 for the global catalog server
18 Module 8: Managing Client Configuration and Connectivity

To configure The steps to configure Exchange 2003 for RPC over HTTP are as follows:
Exchange 2003 for RPC
over HTTP 1. Configure the Exchange front-end server as an RPC proxy server by adding
the RPC over HTTP subcomponent to the Windows Networking Services
component.
2. Configure the Authentication Method in the RPC virtual directory in
Internet Information Services (IIS) to use Basic authentication.
3. Modify the registry on the RPC proxy server and global catalog server to
use specified port numbers.
4. Open the following ports on the internal firewall.
Server Required ports for RPC over HTTP

Exchange back-end 593 (end point mapper)


servers 6001 (Store)
6002 (DS referral)
6004 (DS proxy)
Global catalog server 593 and 6004

After you have completed these steps, your environment is configured to accept
and respond to requests from clients that are using RPC over HTTP.
To configure The steps to configure Outlook 2003 for RPC over HTTP are as follows:
Outlook 2003 for RPC
over HTTP 1. Update Outlook and create an Outlook profile for your users to use with
RPC over HTTP.
2. Configuring the Outlook profile to connect to an Exchange server and to use
cached mode.
3. Configure the Outlook profile to connect to the mailbox by using HTTP.
4. Configure the profile’s Exchange proxy settings with the fully qualified
domain name (FQDN) of the RPC proxy server, and then configure the SSL
options.

The steps for using RPC over HTTP to access an Exchange mailbox are
included in the practice titled Practice: Using RPC Over HTTP to Access an
Exchange Mailbox, at the end of this lesson.
Module 8: Managing Client Configuration and Connectivity 19

Practice: Using RPC Over HTTP to Access an Exchange Mailbox

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Instructions Complete the following procedures.
Practice In this practice, you will use RPC over HTTP to access an Exchange mailbox.

! To prepare for this practice


1. To save the state of 2400_London Virtual PC, click PC, click Shut Down,
click Save PC state and keep changes, and then click OK. Restart
2400_London Virtual PC.
2. To save the state of 2400_Acapulco Virtual PC, click PC, click Shut Down,
click Save PC state and keep changes, and then click OK. Restart
2400_Acapulco Virtual PC.
3. From 2400_London-Virtual PC and 2400_Acapulco-Virtual PC, log on as
NWTraders\LondonAdmin with a password of P@ssw0rd.

Note This procedure may take 5 minutes to complete before you can
continue.

! To configure your Exchange server to use RPC over HTTP


1. On the 2400_London-Virtual PC, click Start, click Control Panel, and then
click Add or Remove Programs.
2. In Add or Remove Programs, click Add/Remove Windows Components.
3. In the Windows Components Wizard, on the Windows Components page,
click Networking Services, and then click Details.
4. In Networking Services, select the RPC over HTTP Proxy check box, and
then click OK.
5. On the Windows Components page, click Next
6. In the Insert Disk dialog box, click OK.
20 Module 8: Managing Client Configuration and Connectivity

7. In the Files Needed dialog box, type C:\Moc\2400\Practices\Mod08\


RPCService and then click OK.
8. When the wizard completes, click Finish, and then close Add or Remove
Programs.

! To install a server certificate


1. Click Start, point to All Programs, point to Administrative Tools, and
then click Internet Information Services (IIS) Manager.
2. In Internet Information Services (IIS) Manager, in the console tree,
expand LONDON (local computer), expand Web Sites, right-click
Default Web Site, and then click Properties.
3. In the Default Web Site Properties dialog box, click Directory Security.
4. On the Directory Security tab, in the Secure communications area, click
Server Certificate.
5. In the Welcome to the Web Server Certificate Wizard, on the Welcome to
the Web Server Certificate Wizard page, click Next.
6. On the Server Certificate page, verify that Create a new certificate is
selected and then click Next.
7. On the Delayed or Immediate Request page, click Send the request
immediately to an online certification authority and then click Next.
8. On the Name and Security Settings page, in the Name box, type London
Default Web Site and then click Next.
9. On the Organization Information page, in the Organization box, type
Northwind Traders, in the Organizational unit box, type Messaging, and
then click Next.
10. On the Your Site’s Common Name page, in the Common name box, type
London.nwtraders.msft and then click Next.
11. On the Geographical Information page, in the Country/Region box, click
GB (United Kingdom), in the State/province box, type England, in the
City/locality box, type London, and then click Next.
12. On the SSL Port page, verify that the SSL port is 443 and then click Next.
13. On the Choose a Certification Authority page, verify that
London.nwtraders.msft\Northwind Traders CA is selected and then click
Next.
14. On the Certificate Request Submission page, click Next, and then, on the
Completing the Web Server Certificate Wizard page, click Finish.
15. In the Default Web Site Properties dialog box, click OK.

! To configure the RPC virtual directory


1. In Internet Information Services (IIS) Manager, in the console tree,
expand LONDON (local computer), expand Web Sites, expand Default
Web Site, right-click RPC, and then click Properties.
2. In the Rpc Properties dialog box, click Directory Security.
3. On the Directory Security tab, in the Secure communications area, click
View Certificate.
Module 8: Managing Client Configuration and Connectivity 21

4. In the Certificate dialog box, verify that the Certificate Information


indicates that the certificate is intended to ensure the identify of a remote
computer, and then click OK.
5. On the Directory Security tab, in the Authentication and access control
area, click Edit.
6. In the Authentication Methods dialog box, clear the Enable anonymous
access checkbox, and then under Authenticated access, select the Basic
authentication (password is sent in clear text) check box. Read the
warning and then click Yes in the IIS Manager dialog box.
7. In the Authentication Methods dialog box, click OK.
8. In the Rpc Properties dialog box, click OK.
9. Close Internet Information Services (IIS) Manager.

RPC over HTTP uses Basic authentication. What must you implement
to protect user passwords?
You must implement SSL on the front-end server. SSL encrypts all
data transmitted between clients and the front-end server that use
HTTP to access this virtual directory.

! To configure the RPC proxy server to use specified port numbers for
RPC over HTTP
1. Click Start, click Run, type regedit and then click OK.
2. In Registry Editor, in the console tree, browse to
HKEY_LOCAL_MACHINE\Software\Microsoft\Rpc\RpcProxy, and click
RpcProxy.
3. In the details pane, right-click ValidPorts, and then click Modify.
4. In the Edit String dialog box, in the Value data box, type the following
and then click OK:
London:593;London.nwtraders.msft:593;London:6001-
6002;London.nwtraders.msft:6001-
6002;London:6004;London.nwtraders.msft:6004

Note The data in the RpcProxy registry setting must include the following
string: ExchangeServer:593;ExchangeServerFQDN:593;
ExchangeServer:6001-6002;ExchangeServerFQDN:6001-6002;
ExchangeServer:6004;ExchangeServerFQDN:6004;
GlobalCatalogServer:593;GlobalCatalogServerFQDN:593;
GlobalCatalogServer:6004;GlobalCatalogServerFQDN:6004
The variables ExchangeServer and GlobalCatalogServer are the NetBIOS
names of your Exchange server and global catalog server, and ExchangeFQDN
and GlobalCatalogServerFQDN are the fully qualified domain names of your
Exchange server and global catalog server. In the registry key, continue to list
all servers in the corporate network with which the RPC Proxy server will need
to communicate.
22 Module 8: Managing Client Configuration and Connectivity

! To configure the global catalog servers to use specified port numbers


for RPC over HTTP
1. In Registry Editor, browse to the following registry key:
HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Services\NTDS\
Parameters and then click Parameters.
2. From the Edit menu, point to New, and then click Multi-String value.
3. In the details pane, type NSPI interface protocol sequences and then press
ENTER.
4. Right-click the NSPI interface protocol sequences multi-string value, and
then click Modify.
5. In the Edit Multi-String dialog box, in the Value data box, type
ncacn_http:6004 and then click OK.
6. Close Registry Editor and then restart London. If London takes more than
five minutes to shut down, close the virtual PC and then restart London.

! To update Office 11 on Acapulco to support RPC over HTTP


1. After London is finished restarting, switch to 2400_Acapulco_Virtual PC
and log on as nwtraders\londonadmin with a password of P@ssw0rd.
2. On 2400_Acapulco-Virtual PC, click Start, click Run, type
\\london\c$\Moc\2400\practices\Mod08\OfficeUpdate and then click OK.
3. Copy the contents of OfficeUpdate to your desktop on Acapulco.
4. On Acapulco, on the desktop, double-click the executable file that you
copied from London. Accept all defaults in the wizard. When the update is
finished, restart Acapulco.

! To create an Outlook profile to use with RPC over HTTP


1. After Acapulco has finished starting, on 2400_Acapulco-Virtual PC, log on
as nwtraders\londonadmin with a password of P@ssw0rd and then click
Start.
2. On the Start menu, right-click E-mail Microsoft Office Outlook and then
click Properties.
3. In Mail Setup, under Profiles, click Show Profiles.
4. In Mail, click Add.
5. In New Profile, in the Profile Name box, type RPC-HTTP, and then click
OK.
6. In the E-mail Accounts wizard, verify Add a new e-mail account is
selected, and then click Next.
7. On the Server Type page, click Microsoft Exchange Server, and then
click Next.
8. On the Exchange Server Settings page, perform the following steps:
a. In the Microsoft Exchange Server box, type London
b. Verify the Use Cached Exchange Mode check box is selected.
c. In the User Name box, type London Admin
d. Click More Settings.
Module 8: Managing Client Configuration and Connectivity 23

9. In the Microsoft Exchange Server dialog box, click Connection.


10. On the Connection tab, select the Connect to my Exchange mailbox using
HTTP check box, and then click Exchange Proxy Settings.
11. On the Exchange Proxy Settings page, perform the following steps and
then click OK:
a. In the Use this URL to connect to my proxy server for Exchange box,
type London.nwtraders.msft
b. Verify that the Connect using SSL only check box is selected.
c. Select the Mutually authenticate the session when connecting with
SSL check box.
d. In the Principle name for proxy server box, type
msstd:London.nwtraders.msft
e. Select the On fast networks, connect to Exchange using HTTP first,
then connect using TCP/IP check box.
f. In the Proxy authentication settings area, in the Use this
authentication when connecting to my proxy server for Exchange
box, click Basic Authentication.
12. In the Microsoft Exchange Server dialog box, click OK.
13. In the E-mail Accounts Wizard, click Next, and then click Finish.
14. In the Mail dialog box, verify that Prompt for a profile to be used is
selected, and then click OK.

! To verify that Outlook is communicating with Exchange by using RPC


over HTTP
1. Click Start, and then click E-Mail Microsoft Office Outlook.
2. In the Choose Profile dialog box, click RPC-HTTP, and then click OK.
3. When prompted for credentials, type nwtraders\londonadmin with a
password of P@ssw0rd, and then click OK.
4. From your desktop, in the Application tray, in the bottom right corner, hold
down the CTRL key, right-click the Outlook icon, and then click
Connection Status.
5. In Connection Status, verify that the connection type is HTTPS. Close
Connection Status, and then close Outlook.

What is the significance of the S in HTTPS? Why is that important for


RPC over HTTP?
The S in HTTPS indicates that SSL is being used to encrypt the
data sent between Outlook and the Exchange front-end server.
This is needed to prevent unauthorized users from being able to
capture private information as it is transmitted between the client
and the server across the Internet.
24 Module 8: Managing Client Configuration and Connectivity

! To undo changes and prepare for the next practice


1. In 2400_Acapulco-Virtual PC, on the menu, click PC, and then click Shut
Down.
2. In the Shut Down dialog box, click Turn off PC and undo changes, and
then click OK.
3. In 2400_London-Virtual PC, on the menu, click PC, and then click Shut
Down.
4. In the Shut Down dialog box, click Turn off PC and undo changes, and
then click OK.
5. Restart 2400_London-Virtual PC and 2400_Acapulco-Virtual PC.
Module 8: Managing Client Configuration and Connectivity 25

Lesson: Performing Calendaring Tasks in Outlook 2003

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Introduction Scheduling is a crucial component of personal information management, and
your users will likely ask for your support as they learn to manage their
calendar in Outlook 2003. This lesson describes calendaring concepts and how
to perform common calendaring tasks in Outlook 2003.
Lesson objectives After completing this lesson, you will be able to:
! Describe common calendaring tasks.
! Describe best practices for scheduling meetings.
! Schedule a meeting.
! Describe methods of sharing calendars by using Exchange Server 2003.
! Create a group schedule.
26 Module 8: Managing Client Configuration and Connectivity

Common Calendaring Tasks

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People use the calendar in Outlook to manage their schedules and to make
scheduling appointments, events, and meetings faster and easier.
Types of calendar Users can create three types of calendar entries:
entries
! An appointment is an activity that can be scheduled for any time period and
consumes a block of your own time. For example, a visit to the dentist that
you plan to take next Monday from 9 to 10 a.m. is an appointment.
! An event, sometimes called an all-day event, is an occurrence that lasts for
one or more entire days but does not necessarily fully consume your time.
For example, a three-day business conference is an event.
! A meeting is similar to an appointment but involves other people and
resources that you schedule by using Outlook. For example, a meeting with
your project team that takes place in a conference room and uses a computer
projector and that you schedule by using Outlook is a meeting.
Module 8: Managing Client Configuration and Connectivity 27

Common tasks Common calendaring tasks are described in the following table.
Task What you can do with Outlook

Maintaining your schedule Use the default Outlook calendar, or another Calendar-
type folder that you create, to view your daily, weekly,
or monthly schedules and to schedule appointments,
events, and meetings.
Scheduling appointments Schedule a one-time appointment, which is added to a
single time slot in your Calendar folder, or you can
schedule a recurring appointment, which is added to a
series of time slots in your Calendar according to a
daily, weekly, monthly, or yearly recurrence pattern that
you specify.
Setting up events Schedule one-time or recurring events.
Creating group schedules Use Group Schedules to create views of the combined
calendars of a group of people and save the view. This
makes planning meetings easier if you typically have
meetings with the same groups of people, such as a
project team that you are working with.
Planning a meeting Plan a meeting with co-workers. If you and all your
attendees connect to the same network running
Exchange, or if you all publish your free/busy
information on the Internet, you can use the Outlook
meeting planner to quickly select a time for the meeting
when all attendees and required resources are free. You
can consult the meeting planner whenever the Calendar
folder is open, without actually scheduling a meeting,
by clicking the Actions menu, and then clicking View
Group Schedules.
Scheduling a meeting Schedule a meeting with co-workers. If everyone on
your work team uses an Outlook calendar, Outlook
makes scheduling meetings easy. You will schedule a
meeting in an upcoming practice.
Managing meeting requests Easily track who has responded and whether they have
accepted or declined, and, if needed, quickly update the
meeting time. You can send meeting invitations to non-
Outlook users as well. If their e-mail system is
compatible with Outlook, they can accept or decline the
meeting, and it appears on their calendar if accepted.
Otherwise, they see the meeting request as an e-mail
message and can respond to it as such.
Creating shared calendars Share your calendar to make it easier for others to
schedule meetings with you. You will create a shared
calendar in an upcoming practice.

Note For step-by-step information about how to perform these tasks, see the
Outlook 2003 Help documentation.
28 Module 8: Managing Client Configuration and Connectivity

Best Practices for Scheduling Meetings

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Many Outlook settings can be configured to help you manage your schedule.
You must understand these best practices so that you can both support and
educate your users.
Best practices Best practices for effectively scheduling meetings by using Outlook include:
! Display your availability status and encourage others to do the same. When
you view the calendar in the day or work week views, the color and pattern
of the availability indicator to the left of any appointment or meeting
displays your availability status for that time period: free, tentative, busy, or
out of office. By doing this, you make it easy for others to gauge your
availability to attend meetings, and you save them time because they do not
need to talk to you in person before they schedule a meeting.
! Use colors to mark appointments by type. This makes it easy for you and
others to scan your calendar and gauge your availability to attend meetings.
You can color individual or recurring appointments and meetings manually,
or you can use rules to automatically color items that meet certain
conditions, such as when a certain word is used in the subject field or when
a meeting request is sent by a certain person.
! Schedule the resources that you need, such as conference rooms and
audio/visual equipment, at the same time that you schedule the meeting. To
make it easier to track the availability of equipment and conference rooms,
an administrator can create a mailbox for those resources, so that users can
add those resources to their scheduled meeting. This eliminates the need for
having a user, such as an administrative assistant, monitor what resource is
available and who is using the resource.
Module 8: Managing Client Configuration and Connectivity 29

! Set a reminder for your meeting by selecting the Reminder option when you
create the e-mail and then setting the appropriate lead time from the drop-
down box. By setting a reminder on your meeting request, you enable
Outlook to remind users that will be attending the meeting that the meeting
is about to occur. Depending on your company, set the reminder long
enough before the meeting to allow attendees some lead time to finish what
they are doing and to get to the place where the meeting will occur.
! Make the subject as short as possible. By making the subject of the meeting
as short as possible, you will avoid filling up calendar displays with a lot of
extraneous words.
! Include information required for the meeting with the meeting request. To
make sure everyone attending the meeting knows what the meeting is about
and is prepared, attach the following items to your meeting request:
• An agenda for the meeting.
• Other files or links to the other files required for the meeting.
! Avoid sending a second meeting invitation. Additional invitations just
confuse people. If you must update the meeting request, open the meeting
request in your Sent Items or Calendar folder, edit the necessary
information, and then click Send Update. An update message is sent to all
invitees.

Note For more information about creating and scheduling resources, see
“Resources” in the Outlook Help documentation.
30 Module 8: Managing Client Configuration and Connectivity

How to Schedule a Meeting

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Scheduling a meeting is the most common task that people perform in the
Outlook calendar. Users new to Outlook may ask for help. Reassure them that
once they understand how to do it, this is a relatively easy task to perform.
To schedule a meeting The high-level steps for scheduling a meeting are as follows:
1. Configure the calendar options:
a. In Outlook, use the Tools menu to configure Options.
b. Configure preferences for calendar configuration.
2. Schedule the meeting:
a. In Outlook, use the File menu to create a new meeting.
b. Select the attendees and resources required for the meeting.
c. Send the meeting request.

The detailed steps are included in the practice that follows.


Practice: Scheduling a In this practice, you will schedule a meeting. To schedule a meeting:
meeting
1. From 2400_Acapulco-Virtual PC, while you are logged on as
LondonAdmin, open Outlook by using the My Exchange Mail profile.
2. In the Out Of Office Turned On dialog box, click Yes to turn off your out
of office message.
3. In Outlook, on the menu, click Tools, and then click Options.
4. In the Options dialog box, on the Preferences tab, click Calendar
Options.
5. In the Calendar Options dialog box, in the Calendar work week area:
a. Set Start time to 10:00 AM.
b. Set End time to 2:00 PM, and then click OK.
6. In the Options dialog box, click OK.
Module 8: Managing Client Configuration and Connectivity 31

7. In Outlook, in the File menu, point to New, and then click Meeting
Request.
8. On the Appointment tab, click To.
9. In the Select Attendees and Resources dialog box, click Samantha Smith
and John Evans, click Required, and then click OK. You can use the
CTRL key to select multiple users.
10. On the Appointment page:
a. In the Subject box, type Talk about Exchange 2003 deployment
questions
b. In the Location box, type John’s office
c. Set the meeting time to be sometime today, and then click Send.

You would like John to receive a reminder about this meeting 30


minutes prior to the meeting. What should you do to enable this?
While creating the meeting request, verify that the Reminder check
box is selected, and set the value of the reminder to 30 minutes.
32 Module 8: Managing Client Configuration and Connectivity

Methods of Sharing Calendars Using Exchange Server 2003

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Another task that users often ask for help with is creating shared calendars. If
your company is using Exchange Server 2003, you have several choices for
sharing calendars. Most companies have standard procedures that outline which
of these methods you should use. See your network administrator for
instructions for your specific implementation of Microsoft Exchange.
Methods for sharing Common methods used for sharing calendars with Exchange are listed in the
calendars following table.
This method Involves

Users can give others Other people can see a user’s Outlook folders in the Folder
permissions to their pane as easily as they see their own folders.
private folders
Users can delegate to Users can give another person permission to act on their
others a permission to behalf. For instance, users might want to delegate
act on their behalf permissions to accept appointments to an administrative
assistant or to a colleague when they are on vacation.
Administrators can You can use public folders (folders that are shared by
use a public folder Exchange users) to share files, a contact list, a task list, or a
calendar. A calendar in a public folder is different from your
personal calendar and is usually used to track group activities.
Although users can create public folders, it is administrators
who usually create public folders and assign permissions.
Then users, depending on their permission level, can create,
edit, or view events.
Module 8: Managing Client Configuration and Connectivity 33

How to Create a Group Schedule

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Because most people interact frequently and repeatedly with the same groups of
people, creating a group schedule saves time. You can save calendars for many
individuals in a single, easily accessible location. Administrators typically help
users create and use group schedules.
To create a group The high-level steps for creating a group schedule are as follows:
schedule
1. In Outlook, use the Actions menu to view group schedules.
2. Create and configure a new group schedule.

The detailed steps are included in the practice that follows.


Practice: Creating a In this practice, you will create a group schedule that is shared by all users in a
group schedule department. To create a group schedule:
1. In Outlook, in the Folder short cuts area, click Calendar.
2. Click the Actions menu, and then click View Group Schedules.
3. In the Group Schedules dialog box, click New.
4. In the Create a New Group Schedule dialog box, type My Department
and then click OK.
5. In the My Department dialog box, click Add Others, and then click Add
from Address Book.
6. In the Select Members dialog box, select several users, and then click OK.
Notice that the user calendars reflect that no information is available. To
view information, the calendar must be initialized.
7. In the My Department dialog box, click Save and Close.
8. To verify that you can view calendar items for the users defined in the My
Department calendar, click the Actions menu, click View Group
Schedules, and then click Open. When you are finished verifying, close the
schedule.
34 Module 8: Managing Client Configuration and Connectivity

Lesson: Installing and Configuring Outlook Express

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Introduction Because Outlook Express is part of Microsoft Internet Explorer, it is a very
common messaging client. Although your company may not use Outlook
Express as its primary messaging client, it is likely that users will use it on their
personal computers. Because Outlook Express is commonly used, you must
know how to support it. This lesson explains the process of installing and
configuring Outlook Express and then describes how to perform common
configuration tasks.
Lesson objectives After completing this lesson, you will be able to:
! Explain the purpose of Outlook Express.
! Describe the process of installing and configuring Outlook Express.
! Describe guidelines for performing the initial configuration of Outlook
Express.
! Explain considerations for performing additional configuration tasks for
Outlook Express.
! Describe the steps for preparing to perform additional configuration of
Outlook Express.
! Use the Web Distributed Authoring and Versioning (WebDAV) protocol to
connect Outlook Express to Exchange.
! Add an e-mail or news account to Outlook Express.
! Show and hide IMAP folders.
Module 8: Managing Client Configuration and Connectivity 35

Why Use Outlook Express?

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Outlook Express is a basic e-mail client that is included as part of Internet
Explorer. By default, Outlook Express is installed on every Windows system,
but it must be configured to work with a particular e-mail server before it can
receive e-mail. You may be required to support Outlook Express clients in your
environment.
Outlook Express provides users with basic e-mail capabilities and the ability to
maintain address books and contacts. Because Outlook Express is installed on
every Windows-based computer, it makes it easy to deploy a client that can be
used to connect to your Exchange server. In addition to using Outlook Express
to connect to Exchange, you can use it to access other e-mail servers and
newsgroup servers so that users can maintain a single messaging client.
36 Module 8: Managing Client Configuration and Connectivity

How Outlook Express Is Installed and Configured

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The process for installing and configuring Outlook Express is as follows:
1. By default, when you install Internet Explorer, Outlook Express is installed
automatically.
2. After Outlook Express is installed, the first time that you start Internet
Explorer or Outlook Express, the Internet Connection Wizard runs
automatically. You perform the initial configuration of Outlook Express by
following the steps in this wizard to define your method of connecting to the
Internet (dial-up, LAN), to define proxy settings, and to set up an Internet
e-mail account. Administrators or users can complete the setup wizard.
3. Any additional configuration that you decide to do is performed after the
wizard completes its setup and Outlook Express is started. Users typically
perform some customization tasks on their own. However, to make
supporting Outlook Express easier in a corporate environment,
administrators often standardize some customization tasks and perform
them by using automated deployment tools.
Module 8: Managing Client Configuration and Connectivity 37

Guidelines for Performing the Initial Configuration of Outlook


Express

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After Outlook Express is installed, the first time that you start Internet Explorer
or Outlook Express, the Internet Connection Wizard runs automatically. The
components that you can configure in this wizard and guidelines for completing
the tasks are included in the following table.
To configure this Do this Guidelines

Incoming e-mail Select the protocol that your e-mail Choose either POP3, used by most Internet
servers are running and type the subscribers for e-mail, or IMAP, used mainly by
fully qualified address for the corporate users who want to read their e-mail from a
incoming e-mail server in the box. remote location. POP3 servers only allow access to
the Inbox, while IMAP servers provide access to
multiple folders that the user creates in their mailbox.
Outgoing e-mail Type the fully qualified address for If the SMTP server is also your mailbox server, you
(SMTP) server the Simple Mail Transfer Protocol can give it the same name as your incoming e-mail
(SMTP) server in the box. server.
Internet e-mail Type in your logon information for If your POP3 or IMAP server requires SPA (Secure
logon your server. Enter your account Password Authentication) from a Security Support
name and your password for your Provider Interface (SSPI) provider such as NTLM,
e-mail server. click Logon using SPA (Secure Password
Authentication).
38 Module 8: Managing Client Configuration and Connectivity

Considerations for Performing Additional Configuration Tasks for


Outlook Express

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In addition to the initial configuration of Outlook Express, you can make other
adjustments to make better use of Outlook Express. The additional
configuration that you choose to perform will depend on what your users and
your company want to accomplish. Common configuration tasks, and
considerations for performing them, are listed in the following table.
Common task Consideration

Configure Outlook This saves users time because they can download only
Express to work offline message headers, so that they can choose which messages
(e-mail or news) to download later and view in their
entirety.
Also, when users work offline, they can use e-mail just as
they would use it when working online. Then, the next
time that they are online, their server-based e-mail account
will synchronize the e-mail on their computer with the
server. During the synchronization process, the actions that
they performed in their account are performed on the
server.
Configure an additional The initial configuration sets up a single e-mail account. If
account in Outlook you have additional accounts, you can set up those
Express additional accounts in Outlook Express. You will
configure an additional account in an upcoming practice.
Use POP3 to retrieve POP3 allows you to download messages in your inbox. By
information from your using POP3, you can access your inbox from any computer
Exchange inbox with an Internet connection. If you use POP3 to access
your Exchange server while you are traveling, consider
configuring POP3 to maintain a copy of messages on the
Exchange server so when you use your regular e-mail
client, your messages will still be there.
Module 8: Managing Client Configuration and Connectivity 39

(continued)
Common task Consideration

Use IMAP to retrieve IMAP is an Internet protocol for accessing messages that
information from all your are stored on a server. By using IMAP, you can access
Exchange mailbox folders your Exchange mailbox and public folders from any
computer with an Internet connection.
You can also determine which folders will be synchronized
and show and hide IMAP folders. IMAP folders are your
mailbox and other folders that you have created on the
server. When you first synchronize your IMAP account, all
the messages in all your folders will be downloaded unless
you hide some of them or change their synchronization
settings, for example, from All Messages to Headers
Only. You will show and hide IMAP folders in an
upcoming practice.
Use WebDAV to connect Internet Explorer 5 and later includes a version of Outlook
Outlook Express to Express that you can use to access a server running
Exchange Exchange Server 2000 or 2003 by using the WebDAV
protocol. This protocol provides DAV-compliant clients,
such as Outlook Express, greater scalability and
performance capability than IMAP or POP3 protocols. If
you use WebDAV with Exchange, you can access all the
folders in your mailbox (inbox, contacts, calendar, junk e-
mail, tasks).
To configure Outlook Express to use WebDAV, select
HTTP as your incoming server. You will use WebDAV to
connect Outlook Express to Exchange in an upcoming
practice.
40 Module 8: Managing Client Configuration and Connectivity

Guidelines for Automating the Deployment of Internet Explorer and


Outlook Express

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If your company supports a large number of users, it may not be practical to
allow users to customize all aspects of Outlook Express. The less consistently
that Outlook Express is configured, the more time consuming it becomes to
provide user support.
What is the IEAK? The Internet Explorer Administration Kit (IEAK) is a collection of programs
and tools that you can use to customize Internet Explorer to make it easier to
support Internet Explorer and Outlook Express in a corporate environment. You
can use the IEAK to:
! Establish version control across your organization.
! Centrally distribute and manage browser installations.
! Configure automatic connection profiles for users’ computers.
! Customize virtually any aspect of Internet Explorer, including features,
security, communications settings, and other important elements.

Guidelines Before you use the IEAK to customize your deployment, it is recommended
that you:
1. Determine which settings you want to customize.
For example, changing the Internet Explorer toolbar, Links or Favorites,
security settings, or how e-mail accounts will be configured in Outlook
Express. You can also use the IEAK to control which settings your users
can change, so that you can ensure that security, connection, and other
important settings adhere to corporate standards.

Note User’s accounts, such as e-mail and news accounts, are configured
according to the restrictions that you specify. When you lock down server
and account settings, the settings can be viewed, but not modified, by users.
Module 8: Managing Client Configuration and Connectivity 41

2. Prepare any graphics or custom files that you will need.


For example, does your company want to change the icons on the standard
toolbar or Internet Explorer logo, or does your company want to distribute
additional registry changes during the installation of Internet Explorer?
3. Plan your distribution method.
For example, will you create a network share that will be used to install the
customized Internet Explorer and Outlook Express, or delegate the
installation to your users by using software such as Microsoft Systems
Management Server, or will you distribute CDs to customize your remote
locations or users?
4. Familiarize yourself with the programs and tools in the IEAK.
Understanding which tools will be used to customize Internet Explorer and
Outlook Express before you actually use the tools will make your
deployment simpler. Tools in the IEAK include:
• Internet Explorer 6 Customization Wizard. The Customization wizard
provides five stages of step-by-step screens that help you create
customized Internet Explorer packages.
• IEAK Profile Manager. The Profile Manager enables you to change your
users’ settings and restrictions automatically, after Internet Explorer is
already installed.
• IEAK Toolkit. The IEAK Toolkit contains helpful tools, programs, and
sample files, such as the IExpress wizard, sample sign-up and add-on
files, artwork, and other tools.

Note For detailed information about what the IEAK contains, see the Internet
Explorer page of the Microsoft Web site at http://www.microsoft.com/
windows/ieak/.
42 Module 8: Managing Client Configuration and Connectivity

How to Use WebDAV to Connect Outlook Express to Exchange

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If users decide to install and use Outlook Express on their own, they may not
understand how to correctly complete the Internet Connection Wizard and may
miss some important steps. If they do not complete the wizard correctly, you
can help them connect Outlook Express to Exchange manually at any time. Of
the many ways to connect Outlook Express to Exchange, the fastest way is to
use the WebDAV protocol.
To use WebDAV to The high-level steps for using WebDAV to connect Outlook Express to
connect Outlook Exchange are as follows:
Express to Exchange
1. In Outlook Express, either follow the wizard prompts or use the Tools menu
to create a new e-mail account.
2. Follow the steps in the Internet Connection Wizard to configure e-mail
account properties.

The detailed steps are included in the practice that follows.


Practice: Using WebDAV In this practice, you will use WebDAV to connect Outlook Express to an
to connect Outlook Exchange server. To use WebDAV to connect Outlook Express to Exchange:
Express to Exchange
1. From 2400_Acapulco-Virtual PC, click Start, point to All Programs, and
then click Outlook Express.
2. When prompted to configure Outlook Express as your default e-mail client,
clear the Always perform this check when starting Outlook Express
check box, and then click No.
3. In the Internet Connection Wizard, on the Your Name page, type
London Admin and then click Next.
4. On the Internet E-mail Address page, type
londonadmin@nwtraders.msft and then click Next.
Module 8: Managing Client Configuration and Connectivity 43

5. On the E-mail Server Names page:


a. In the My incoming server is a ____ server list, select HTTP.
b. In the Incoming Mail (POP3, IMAP, or HTTP) server box, type
http://london/exchange/londonadmin and then click Next.
6. On the Internet Mail Logon page:
a. In the Account Name box, type Londonadmin@nwtraders.msft
b. In the Password box, type P@ssw0rd and then click Next.
7. Click Finish to complete the creation of your new e-mail account.
8. On the Import Messages and Address Book page, select Do not import at
this time, and then click Next.
9. On the Import Not Complete page, click Finish.
10. When prompted to download folders from the e-mail server that you added,
click Yes.
11. In Outlook Express, in the Folders list, click Inbox, and verify that you can
view messages that are stored in the London Admin Inbox.

What should you do to configure Outlook Express to connect to a


Hotmail mailbox?
In the Internet Connection Wizard, choose to use HTTP to connect
to your mailbox. You can then identify Hotmail as your HTTP mail
service provider.
44 Module 8: Managing Client Configuration and Connectivity

How to Add an E-Mail or News Account in Outlook Express

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Another common task that users often ask for help with is configuring
additional e-mail or news accounts in Outlook Express.
To add an e-mail or The high-level steps for adding an e-mail or news account in Outlook Express
news account in Outlook are as follows:
Express
1. In Outlook Express, use the Tools menu to create an additional account.
2. Follow the steps in the Internet Connection Wizard to configure news
account properties.

The detailed steps are included in the practice that follows.


Practice: Adding an In this practice, you will add an e-mail or news account in Outlook Express.
e-mail or news account
in Outlook Express ! To allow London to accept IMAP4 client requests
1. Switch to 2400_London-Virtual PC.
2. From the desktop, click Start, point to Administrative Tools, and then
click Services.
3. In Services, configure the Microsoft Exchange IMAP4 service with a
start-up type of Automatic, and then start the service.

! To add additional account


1. Switch to 2400_Acapulco-Virtual PC.
2. In Outlook Express, click the Tools menu, and then click Accounts.
3. In the Internet Accounts dialog box, click Add, and then click Mail.
4. In the Internet Connection Wizard, on the Your Name page, type
Samantha Smith and then click Next.
5. On the Internet E-mail Address page, type samsmith@nwtraders.msft
and then click Next.
Module 8: Managing Client Configuration and Connectivity 45

6. On the E-mail Server Names page:


a. In the My incoming server is a ____ server list, select IMAP.
b. In the Incoming Mail (POP3, IMAP, or HTTP) server and Outgoing
mail (SMTP) server boxes, type London.nwtraders.msft and then
click Next.
7. On the Internet Mail Logon page, verify that samsmith is displayed in the
Account Name box. In the Password box, type P@ssw0rd and then click
Next.
8. On the Congratulations page, click Finish to complete the creation of your
new e-mail account.
9. In the Internet Accounts dialog box, click Close.
10. In the Outlook Express dialog box, click Yes to download folders.
11. In the Show/Hide IMAP Folders dialog box, click OK.
12. In Outlook Express, in the Folders list, in the London.nwtraders.msft folder,
click Inbox to verify that you can view messages that are stored in the
Samantha Smith Inbox.

If London.nwtraders.msft is your SMTP server, and


Miami.nwtraders.msft is your mailbox server, what information should
you enter into the Incoming Mail (POP3, IMAP, or HTTP) server
field when configuring your IMAP account?
You must enter Miami.nwtraders.msft. Because Miami is where
your mailbox is stored, this is the server that must be identified as
your incoming e-mail server.

Tips Each user can create multiple e-mail or news accounts by repeating the
previous procedure for each account.
You can open a free e-mail account from Microsoft Hotmail®, which uses
HTTP servers. For more information, visit the Microsoft MSN® Hotmail Web
site at http://www.hotmail.com.
46 Module 8: Managing Client Configuration and Connectivity

How to Show and Hide IMAP Folders

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When users first synchronize their accounts by using IMAP, all the messages in
all their folders are downloaded, unless users hide some of the folders, or
change their synchronization settings from All Messages to Headers Only.
Because synchronization can take a long time and use significant storage space
on the local computer, you should assist users with configuring Outlook
Express to download only relevant mailbox content.
To show and hide IMAP The high-level steps for showing and hiding IMAP folders are as follows:
folders
1. In Outlook Express, click an IMAP folder.
2. Use the Show/Hide IMAP Folders dialog box to hide folders that you do
not want to download.

The detailed steps are included in the practice that follows.


Practice: Showing and In this practice, you will show and hide IMAP folders.
hiding IMAP folders
! To show and hide IMAP folders
1. In Outlook Express, in the Folders list, click London.nwtraders.msft.
2. In the right pane, click the IMAP Folders button.
3. In the Show/Hide IMAP Folders dialog box, click Outbox, click Show to
view the folder and download its contents, and then click OK.
4. If time permits, use Outlook Web Access to create subfolders to Samantha
Smith’s Inbox and experiment with downloading items in subfolders to
Outlook Express. Only the displayed folders will be downloaded when you
synchronize the account.

Tip You can change synchronization settings to specify whether you want to
download headings, full messages, or only new messages.
Module 8: Managing Client Configuration and Connectivity 47

! To prepare for the next module


1. In 2400_Acapulco-Virtual PC, on the menu, click PC, and then click Shut
Down.
2. In the Shut Down dialog box, click Save PC state and keep changes,
verify that the Commit hard drive changes now check box is selected, and
then click OK.
3. In 2400_London-Virtual PC, on the menu, click PC, and then click Shut
Down.
4. In the Shut Down dialog box, click Save PC state and keep changes,
verify that the Commit hard drive changes now check box is selected, and
then click OK.
5. Restart 2400_London-Virtual PC.
48 Module 8: Managing Client Configuration and Connectivity

Discussion: Managing Client Configuration and


Connectivity

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Instructions Read the following six scenarios and discuss possible solutions with the class.
Scenario 1 You are configuring Outlook 2003 to connect to your Exchange server. You
primarily work while connected to your office network, but periodically your
network has problems that result in a loss of connectivity to your Exchange
server. You do not want to be inconvenienced by these connectivity issues. In
what mode should you run Outlook 2003?
Run Outlook 2003 in cached mode. Cached mode stores a copy of the
user’s mailbox locally in an Offline folder file (.ost) and updates (referred
to as synchronizing) the offline folder file frequently with the Exchange
server. The user’s connection state is managed by Outlook, connecting to
Exchange to synchronize information with the users mailbox and working
locally when no connection exist or when a connection is less than reliable.
The user has access to all online resources (calendar, free/busy, address
lists). This is the default configuration for Outlook, and the user can
configure e-mail settings to control how information will be downloaded
from the Exchange server.
________________________________________________________________

________________________________________________________________

________________________________________________________________

________________________________________________________________
Module 8: Managing Client Configuration and Connectivity 49

Scenario 2 You support a large number of users. You currently run a non-Microsoft
messaging client but are preparing to deploy Outlook 2003. You want users to
be able to connect to their Exchange server as soon as Outlook is installed,
without having to use the Outlook Startup Wizard. You want to accomplish this
with the least amount of effort. What should you do?
Use the Custom Installation Wizard to deploy Outlook 2003. The Outlook
Installation Wizard includes custom settings and profile configurations for
Outlook in a transform file (MST file) that are applied when Outlook is
installed from an administrative installation point. You can use this wizard
to:
• Specify installation states for Outlook features.
• Specify default Outlook settings for users.
• Specify how to set user profile information or choose to use existing
profile settings.
• Remove existing information services.
• Export your profile settings to a PRF file.
• Customize other settings to apply during the installation process.
_______________________________________________________________

_______________________________________________________________

_______________________________________________________________

_______________________________________________________________

Scenario 3 Several users in one of the departments at your company want to have a shared
folder that displays project schedules for several projects simultaneously. What
is the best way to enable this?
Create a public folder that contains calendar items. Instruct the team
members to add schedule information to the public folder. To create the
shared folder for this scenario, you should use a public folder. You can use
public folders (folders that are shared by Exchange users) to share files, a
contact list, a task list, or a calendar. A calendar in a public folder is
different from your personal calendar, and it is usually used to track group
activities. Although users can create public folders, it is administrators who
usually create public folders and assign permissions. Then users,
depending on their permission level, can create, edit, or view events.
_______________________________________________________________

_______________________________________________________________

_______________________________________________________________

_______________________________________________________________
50 Module 8: Managing Client Configuration and Connectivity

Scenario 4 You receive a call from a user in Accounting. She frequently needs to
coordinate meetings with a particular group of users in her department. She
would like you to help her find a way to more easily determine other users’ free
and busy times. What should you tell her?
Request that her team members share their calendar with her so that she
can see their schedules. Because most people interact frequently and
repeatedly with the same groups of people, using group calendar views
saves time. You can save views for many individuals in a single, easily
accessible location. Administrators typically help users create and use
shared calendars. Group calendars can be created by using the Actions
menu while in the calendar in Outlook 2003.
________________________________________________________________

________________________________________________________________

________________________________________________________________

________________________________________________________________

Scenario 5 A user calls you and says that she has a Hotmail account. She wants to
configure her computer to allow her to access her Hotmail account. She does
not yet have a messaging client configured on her computer. What method can
she use to access her Hotmail account?
She can use either Outlook XP or later, Internet Explorer, or Outlook
Express. Hotmail is an HTTP-based e-mail system and can be accessed by
any messaging client that supports HTTP.
________________________________________________________________

________________________________________________________________

________________________________________________________________

________________________________________________________________

Scenario 6 A user calls you and reports that she has been using Outlook Express from
home to access her Exchange e-mail by using IMAP4. While at work, she uses
Outlook 2003. Today at work she created a new folder in her Inbox, but now, at
home, she cannot see that folder. What should you tell her?
In Outlook Express, select the Exchange server name in the folder list, and
use the IMAP Folders button to show the new folder. When users first
synchronize their accounts by using IMAP, all the folders in the mailbox
are downloaded. Outlook Express does not re-synchronize folders. If
folders change on the user’s mailbox, the user must use the IMAP Folders
button to configure Outlook Express to show these folders.
________________________________________________________________

________________________________________________________________

________________________________________________________________

________________________________________________________________

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