Microsoft Office Outlook 2007 TOC

Microsoft Office 2007
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Outlook 2007
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Microsoft Office | Outlook 2007

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Microsoft Office Outlook 2007
Table of Contents
Table of Contents
Foundation ..................................................................................................................................... 0
Section 1: Starting Out ................................................................................................................... 1
Lesson 1.1: Getting Started .................................................................................................................... 2
What is Microsoft Office Outlook 2007? ............................................................................................................. 2
Whats ew in Microsoft Office Outlook 2007?.................................................................................................. 3
Whats Required? ................................................................................................................................................ 3
Launching Outlook .............................................................................................................................................. 4
About the otification Icon ................................................................................................................................. 9
Closing Outlook ................................................................................................................................................. 10
Step-By-Step ...................................................................................................................................................... 11
Skill Sharpener .................................................................................................................................................. 21
Lesson 1.2: Interacting with Outlook .................................................................................................. 22

The Outlook Interface ........................................................................................................................................ 22
Understanding the Two Interfaces .................................................................................................................... 24
Using the Main Menu ........................................................................................................................................ 25
Using Shortcut (Right-Click) Menus ................................................................................................................. 29
Using Shortcut Keys .......................................................................................................................................... 29
Using Dialog Boxes ........................................................................................................................................... 31
Step-by-Step ....................................................................................................................................................... 32
Skill Sharpener .................................................................................................................................................. 37
Lesson 1.3: Working with Toolbars .................................................................................................... 38

Using Toolbars .................................................................................................................................................. 38
Showing and Hiding Toolbars ........................................................................................................................... 39
Moving Toolbars and the Menu Bar.................................................................................................................. 39
Using the Standard Toolbar .............................................................................................................................. 40
Using the Advanced Toolbar ............................................................................................................................. 41
Using the Web Toolbar ...................................................................................................................................... 42
Step-By-Step ...................................................................................................................................................... 44
Skill Sharpener .................................................................................................................................................. 50
Lesson 1.4: Using the Outlook Panes .................................................................................................. 51

Using Outlook Today......................................................................................................................................... 51
Using the avigation Pane ................................................................................................................................ 53
Using the Reading Pane .................................................................................................................................... 58
Using the To-Do Bar ......................................................................................................................................... 60
Step-By-Step ...................................................................................................................................................... 63
Skill Sharpener .................................................................................................................................................. 70
Lesson 1.5: Getting Help in Outlook ................................................................................................... 71

Using the Help Menu ......................................................................................................................................... 71
Opening Help .................................................................................................................................................... 72
Using the Help Screen ....................................................................................................................................... 73
The Help Toolbar .............................................................................................................................................. 75
Searching for Help ............................................................................................................................................ 76
Using the Table of Contents .............................................................................................................................. 79
Getting Help in a Dialog Box ............................................................................................................................ 82
Using the Type a Question Box ......................................................................................................................... 84
Step-By-Step ...................................................................................................................................................... 85
Skill Sharpener .................................................................................................................................................. 90
Section 1: Case Study............................................................................................................................ 91

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Section 1: Review Questions ................................................................................................................ 92
Section 2: Receiving E-Mail ........................................................................................................ 94

Lesson 2.1: Receiving E-Mail ............................................................................................................... 95
Types of E-mail Accounts .................................................................................................................................. 95
Setting up an E-Mail Account............................................................................................................................ 96
Modifying E-Mail Account Settings ................................................................................................................. 102
Sending and Receiving E-Mail ........................................................................................................................ 104
Step-By-Step .................................................................................................................................................... 105
Skill Sharpener ................................................................................................................................................ 114
Lesson 2.2: Working with E-Mail Messages ..................................................................................... 115

About Outlook Folders .................................................................................................................................... 115
Opening Messages ........................................................................................................................................... 116
Editing Messages ............................................................................................................................................. 117
Printing Messages ........................................................................................................................................... 118
Saving Messages.............................................................................................................................................. 119
Deleting Messages ........................................................................................................................................... 121
Step-By-Step .................................................................................................................................................... 123
Skill Sharpener ................................................................................................................................................ 128
Lesson 2.3: The 0ew Interface, Part 1 .............................................................................................. 129

About Tabs....................................................................................................................................................... 129
About Groups .................................................................................................................................................. 130
About Option Buttons ...................................................................................................................................... 130
Minimizing the Tab .......................................................................................................................................... 131
Step-By-Step .................................................................................................................................................... 132
Skill Sharpener ................................................................................................................................................ 134
Lesson 2.4: The 0ew Interface, Part 2 .............................................................................................. 136

Using the Quick Access Toolbar ..................................................................................................................... 136
Adding and Removing Buttons ........................................................................................................................ 137
Moving the Quick Access Toolbar ................................................................................................................... 139
Using the Options Dialog to Customize the Toolbar ....................................................................................... 141
Step-By-Step .................................................................................................................................................... 145
Skill Sharpener ................................................................................................................................................ 153
Section 2: Case Study.......................................................................................................................... 154

Section 2: Review Questions .............................................................................................................. 155
Section 3: Sending E-Mail ......................................................................................................... 158

Lesson 3.1: Answering Mail ............................................................................................................... 159
Replying to Messages ...................................................................................................................................... 159
Forwarding Messages ..................................................................................................................................... 162
Opening and Saving Attachments .................................................................................................................... 164
Using the Attachment Previewer ..................................................................................................................... 169
Step-By-Step .................................................................................................................................................... 171
Skill Sharpener ................................................................................................................................................ 179
Lesson 3.2: Composing E-Mail .......................................................................................................... 180

Creating a ew Message ................................................................................................................................. 181
The Message Interface ..................................................................................................................................... 182
Adding Recipients ............................................................................................................................................ 183
Typing a Subject Line ...................................................................................................................................... 184
Creating Your Message ................................................................................................................................... 184
Step-By-Step .................................................................................................................................................... 187
Skill Sharpener ................................................................................................................................................ 192
Lesson 3.3: Doing More with E-Mail ................................................................................................ 193

Adding Attachments ......................................................................................................................................... 193
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Creating Hyperlinks ........................................................................................................................................ 196

Attaching Outlook Items .................................................................................................................................. 198
Using Themes .................................................................................................................................................. 199
Step-By-Step .................................................................................................................................................... 200
Skill Sharpener ................................................................................................................................................ 206
Lesson 3.4: Using the Drafts Folder .................................................................................................. 207

Opening the Drafts Folder .............................................................................................................................. 207
Saving a Message as a Draft ........................................................................................................................... 208
Opening and Editing a Draft ........................................................................................................................... 209
Sending a Draft ............................................................................................................................................... 210
Deleting a Draft............................................................................................................................................... 211
Step-By-Step .................................................................................................................................................... 212
Skill Sharpener ................................................................................................................................................ 214

Section 4: Information Management ........................................................................................ 219

Lesson 4.1: The Calendar ................................................................................................................... 220
Opening the Calendar ..................................................................................................................................... 221
Creating a ew Appointment .......................................................................................................................... 223
Editing an Appointment ................................................................................................................................... 228
Using the Tasks Pane ...................................................................................................................................... 230
Using the Calendar avigation Pane .............................................................................................................. 232
Using the Standard Toolbar ............................................................................................................................ 234
Customizing Calendar Views........................................................................................................................... 235
Step-By-Step .................................................................................................................................................... 237
Skill Sharpener ................................................................................................................................................ 244
Lesson 4.2: The Contacts Folder ....................................................................................................... 245

Opening the Contacts Folder .......................................................................................................................... 245
Creating a ew Contact .................................................................................................................................. 246
Creating a ew Distribution List .................................................................................................................... 249
Editing Contacts and Distribution Lists .......................................................................................................... 252
Using the Contacts avigation Pane............................................................................................................... 253
Customizing Contacts Views ........................................................................................................................... 255
Step-By-Step .................................................................................................................................................... 258
Skill Sharpener ................................................................................................................................................ 265
Lesson 4.3: The Tasks Folder............................................................................................................. 266

Opening the Tasks Folder ............................................................................................................................... 266
Creating a ew Task ....................................................................................................................................... 268
Editing a Task.................................................................................................................................................. 269
Using the Tasks avigation Pane .................................................................................................................... 271
Customizing Tasks Views ................................................................................................................................ 273
Step-By-Step .................................................................................................................................................... 274
Skill Sharpener ................................................................................................................................................ 278
Lesson 4.4: The 0otes Folder ............................................................................................................. 279

Opening the otes Folder ............................................................................................................................... 279
Creating a ew ote ....................................................................................................................................... 280
Editing a ote.................................................................................................................................................. 282
Using the otes avigation Pane .................................................................................................................... 283
Customizing otes Views ................................................................................................................................ 284
Step-By-Step .................................................................................................................................................... 286
Skill Sharpener ................................................................................................................................................ 290
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Lesson 4.5: The Journal Folder ......................................................................................................... 291

Setting Journal Options ................................................................................................................................... 292
Opening the Journal Folder ............................................................................................................................ 295
Creating a ew Journal Entry......................................................................................................................... 296
Editing a Journal Entry ................................................................................................................................... 298
Using the Journal avigation Pane ................................................................................................................ 299
Customizing Journal Views ............................................................................................................................. 300
Step-By-Step .................................................................................................................................................... 302
Skill Sharpener ................................................................................................................................................ 308

Section 5: Viewing and Printing in Outlook ............................................................................. 312

Lesson 5.1: Using Viewing Tools ....................................................................................................... 313
Using Arrange By ............................................................................................................................................ 313
About Groups .................................................................................................................................................. 316
Using Current View ......................................................................................................................................... 318
About AutoPreview .......................................................................................................................................... 318
Step-By-Step .................................................................................................................................................... 320
Skill Sharpener ................................................................................................................................................ 325
Lesson 5.2: Customizing the Outlook Screen ................................................................................... 326

Customizing Toolbars ...................................................................................................................................... 326
Creating Toolbars ........................................................................................................................................... 328
Customizing the Menu Bar .............................................................................................................................. 330
Creating ew Menus ....................................................................................................................................... 332
Using the Options Tab ..................................................................................................................................... 334
Step-By-Step .................................................................................................................................................... 335
Skill Sharpener ................................................................................................................................................ 340
Lesson 5.3: Using Print Preview ........................................................................................................ 341

Opening Print Preview .................................................................................................................................... 341
Using the Print Preview Toolbar..................................................................................................................... 343
avigating Through Print Preview ................................................................................................................. 344
Printing from Preview ..................................................................................................................................... 345
Closing Print Preview ..................................................................................................................................... 346
Step-By-Step .................................................................................................................................................... 347
Skill Sharpener ................................................................................................................................................ 352
Lesson 5.4: Printing Outlook Items ................................................................................................... 353

Choosing Page Setup....................................................................................................................................... 353
Print Commands .............................................................................................................................................. 355
Using the Print Dialog .................................................................................................................................... 355
Modifying Printer Properties .......................................................................................................................... 356
Step-By-Step .................................................................................................................................................... 357
Skill Sharpener ................................................................................................................................................ 360

Intermediate ................................................................................................................................ 364

Section 1: Advanced Organization Tools ...................................................................................... 0
Lesson 1.1: Managing Folders ............................................................................................................... 1
Creating Folders ................................................................................................................................................. 1
Renaming Folders ............................................................................................................................................... 3
Moving and Deleting Folders .............................................................................................................................. 4
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Moving Messages to Folders ............................................................................................................................... 6

Step-By-Step ........................................................................................................................................................ 7
Skill Sharpener .................................................................................................................................................. 13
Lesson 1.2: Mail Management Tools ................................................................................................... 14

Creating a Simple Rule...................................................................................................................................... 14
Using the Rules and Alerts Wizard .................................................................................................................... 17
Using the Organize Pane................................................................................................................................... 25
Step-By-Step ...................................................................................................................................................... 28
Skill Sharpener .................................................................................................................................................. 41
Lesson 1.3: Security Tools .................................................................................................................... 42

Using the Junk E-Mail Filter ............................................................................................................................. 42
About the Phishing Filter .................................................................................................................................. 47
About Automatic Downloads ............................................................................................................................. 50
Applying Blocked and Safe Senders Lists .......................................................................................................... 51
Step-By-Step ...................................................................................................................................................... 54
Skill Sharpener .................................................................................................................................................. 62
Lesson 1.4: Instant Search ................................................................................................................... 63

Installing Instant Search.................................................................................................................................... 63
Using the Instant Search Menu ......................................................................................................................... 64
Performing an Instant Search............................................................................................................................ 65
Using the Query Builder .................................................................................................................................... 66
Step-By-Step ...................................................................................................................................................... 68
Skill Sharpener .................................................................................................................................................. 72
Lesson 1.5: Search Folders ................................................................................................................... 73

About Search Folders ........................................................................................................................................ 73
Creating Search Folders ................................................................................................................................... 74
Customizing Search Folders.............................................................................................................................. 76
Using Search Folders ........................................................................................................................................ 77
About Favorite Folders ..................................................................................................................................... 78
About Shortcut Groups ...................................................................................................................................... 79
Step-By-Step ...................................................................................................................................................... 82
Skill Sharpener .................................................................................................................................................. 87
Lesson 1.6: Finding Items in Outlook ................................................................................................. 88

Opening Advanced Find .................................................................................................................................... 88
Using Advanced Find ........................................................................................................................................ 89
Finding Contacts ............................................................................................................................................. 101
Step-By-Step .................................................................................................................................................... 103
Skill Sharpener ................................................................................................................................................ 111

Section 2: A Word Primer .......................................................................................................... 115

Lesson 2.1: Selecting Text .................................................................................................................. 116
Selecting Text with the Mouse ......................................................................................................................... 116
Selecting Text with the Keyboard .................................................................................................................... 116
Selecting Text and Objects with the Tab.......................................................................................................... 117
Tips and Tricks ................................................................................................................................................ 118
Step-By-Step .................................................................................................................................................... 119
Skill Sharpener ................................................................................................................................................ 122
Lesson 2.2: Moving Text..................................................................................................................... 123

Cutting, Copying, and Pasting Text................................................................................................................. 123
Using the Office Clipboard ............................................................................................................................. 127
Dragging and Dropping Text .......................................................................................................................... 130
Finding Text .................................................................................................................................................... 130
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Replacing Text ................................................................................................................................................. 132

Step-By-Step .................................................................................................................................................... 134
Skill Sharpener ................................................................................................................................................ 141
Lesson 2.3: Adding Fonts to Text ...................................................................................................... 142

What is a Font? ............................................................................................................................................... 142
Choosing a Font Type ..................................................................................................................................... 143
Changing the Font Size ................................................................................................................................... 145
Applying Text Effects ....................................................................................................................................... 146
Applying Font Color ........................................................................................................................................ 149
Applying Highlighting ..................................................................................................................................... 150
Changing Fonts Case ..................................................................................................................................... 151
Step-By-Step .................................................................................................................................................... 152
Skill Sharpener ................................................................................................................................................ 157
Lesson 2.4: Advanced Text Effects .................................................................................................... 158

Using the Format Painter ................................................................................................................................ 158
Adding Drop Caps ........................................................................................................................................... 160
Applying a Quick Style .................................................................................................................................... 161
Aligning and Justifying Text ............................................................................................................................ 163
Step-By-Step .................................................................................................................................................... 164
Skill Sharpener ................................................................................................................................................ 168

Section 3: Doing More in a Mail Message ................................................................................ 172

Lesson 3.1: Formatting Paragraphs .................................................................................................. 173
Indenting a Paragraph .................................................................................................................................... 173
Changing Paragraph Spacing ......................................................................................................................... 174
Adding Borders or Shading ............................................................................................................................. 175
Using the Borders and Shading Dialog ........................................................................................................... 176
Step-By-Step .................................................................................................................................................... 179
Skill Sharpener ................................................................................................................................................ 184
Lesson 3.2: Polishing Your Message ................................................................................................. 185

Creating a Bulleted or umbered List............................................................................................................. 185
Adding Hyperlinks ........................................................................................................................................... 186
Setting the Page Color..................................................................................................................................... 189
Using Themes .................................................................................................................................................. 191
Checking Your Spelling ................................................................................................................................... 192
Step-By-Step .................................................................................................................................................... 197
Skill Sharpener ................................................................................................................................................ 204
Lesson 3.3: Adding Word Elements .................................................................................................. 205

Adding Tables .................................................................................................................................................. 205
Adding Pictures and ClipArt ........................................................................................................................... 206
Adding Shapes ................................................................................................................................................. 211
Adding SmartArt .............................................................................................................................................. 212
Adding Text Boxes ........................................................................................................................................... 215
Adding WordArt .............................................................................................................................................. 216
Step-By-Step .................................................................................................................................................... 218
Skill Sharpener ................................................................................................................................................ 228
Lesson 3.4: Adding Outlook Elements .............................................................................................. 229

Adding a Calendar .......................................................................................................................................... 229
Adding a Business Card .................................................................................................................................. 230
Adding Other Outlook Items ............................................................................................................................ 232
Step-By-Step .................................................................................................................................................... 234
Skill Sharpener ................................................................................................................................................ 238
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Section 4: Using E-Mail Features ............................................................................................. 242

Lesson 4.1: Mail Formats ................................................................................................................... 243
Switching Between Formats ............................................................................................................................ 243
About Plain Text .............................................................................................................................................. 244
About Rich Text Format .................................................................................................................................. 245
About Hyper Text Markup Language (HTML) ................................................................................................ 246
Step-By-Step .................................................................................................................................................... 247
Skill Sharpener ................................................................................................................................................ 254
Lesson 4.2: Signatures and Stationery .............................................................................................. 255

Creating A Signature ....................................................................................................................................... 255
Editing a Signature .......................................................................................................................................... 259
Setting Signature Options ................................................................................................................................ 260
Using Signatures ............................................................................................................................................. 260
Setting Themes ................................................................................................................................................. 261
Using Stationery .............................................................................................................................................. 262
Step-By-Step .................................................................................................................................................... 265
Skill Sharpener ................................................................................................................................................ 275
Lesson 4.3: Changing Message Options ............................................................................................ 276

Setting Message Priority ................................................................................................................................. 276
Marking a Message for Follow-Up ................................................................................................................. 277
Showing and Hiding Fields ............................................................................................................................. 279
Working with Multiple E-Mail Accounts ......................................................................................................... 280
Requesting Delivery and Read Receipts .......................................................................................................... 280
Step-By-Step .................................................................................................................................................... 282
Skill Sharpener ................................................................................................................................................ 286
Lesson 4.4: Advanced Message Options ........................................................................................... 287

Adding Voting Options .................................................................................................................................... 287
Changing the Reply-To Address ...................................................................................................................... 288
Delaying Delivery............................................................................................................................................ 289
Saving Your Message outside Sent Items......................................................................................................... 291
Step-By-Step .................................................................................................................................................... 292
Skill Sharpener ................................................................................................................................................ 297

Section 5: Understanding E-Mail Accounts ............................................................................. 302

Lesson 5.1: E-Mail Accounts Overview ............................................................................................ 303
Setting up Your E-mail Account ...................................................................................................................... 303
Overview of E-mail Account Types ................................................................................................................. 306
Setting Send/Receive Options .......................................................................................................................... 308
Step-By-Step .................................................................................................................................................... 313
Skill Sharpener ................................................................................................................................................ 321
Lesson 5.2: Microsoft Exchange Server ............................................................................................ 322

Setting up an Exchange Mailbox ..................................................................................................................... 323
How an Exchange Mailbox Looks ................................................................................................................... 331
How an Exchange Mailbox Works .................................................................................................................. 331
Extra Features Available on Exchange ........................................................................................................... 331
Step-By-Step .................................................................................................................................................... 333
Skill Sharpener ................................................................................................................................................ 340
Lesson 5.3: POP3 ................................................................................................................................ 341

Setting up a POP3 Mailbox ............................................................................................................................. 341
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How a POP3 Account Looks ........................................................................................................................... 346

How a POP3 Account Works........................................................................................................................... 347
Additional Features ......................................................................................................................................... 348
Step-By-Step .................................................................................................................................................... 349
Skill Sharpener ................................................................................................................................................ 357
Lesson 5.4: IMAP ................................................................................................................................ 358

Setting up an IMAP Mailbox ........................................................................................................................... 358
How an IMAP Mailbox Looks ......................................................................................................................... 363
How an IMAP Mailbox Works......................................................................................................................... 363
Skill Sharpener ................................................................................................................................................ 366
Lesson 5.5: HTTP................................................................................................................................ 367

Setting up an HTTP Mailbox ........................................................................................................................... 367
How an HTTP Account Looks ......................................................................................................................... 372
How an HTTP Account Works......................................................................................................................... 372
Step-By-Step .................................................................................................................................................... 374
Skill Sharpener ................................................................................................................................................ 381
Lesson 5.6: RSS ................................................................................................................................... 382

Setting up an RSS Feed.................................................................................................................................... 382
How an RSS Feed Looks.................................................................................................................................. 386
How an RSS Feed Works ................................................................................................................................. 387
Step-By-Step .................................................................................................................................................... 390
Skill Sharpener ................................................................................................................................................ 399

Advanced ..................................................................................................................................... 404

Section 1: Advanced Information Management Tools ................................................................. 1
Lesson 1.1: Advanced Calendar Options .............................................................................................. 2
Using the Time Zone Feature .............................................................................................................................. 2
Creating Recurring Appointments ....................................................................................................................... 4
Setting Calendar Options .................................................................................................................................... 6
Adding Holidays to Your Calendar ..................................................................................................................... 8
Step-By-Step ...................................................................................................................................................... 10
Skill Sharpener .................................................................................................................................................. 20
Lesson 1.2: Advanced Task Options ................................................................................................... 21

Creating Recurring Tasks.................................................................................................................................. 21
Assigning Tasks ................................................................................................................................................. 22
Sending a Status Report..................................................................................................................................... 24
Marking a Task as Private ................................................................................................................................ 25
Changing Task Options ..................................................................................................................................... 26
Step-By-Step ...................................................................................................................................................... 27
Skill Sharpener .................................................................................................................................................. 33
Lesson 1.3: Advanced Contact Management Options ....................................................................... 34

Showing Additional Fields ................................................................................................................................ 34
Marking a Contact as Private ........................................................................................................................... 35
Using the Communicate Group ......................................................................................................................... 35
Sending a Contact as a Business Card .............................................................................................................. 36
Step-By-Step ...................................................................................................................................................... 38
Skill Sharpener .................................................................................................................................................. 45
Lesson 1.4: Advanced Mail Options .................................................................................................... 46

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Setting E-Mail Options ...................................................................................................................................... 46

Setting Mail Editor Options............................................................................................................................... 48
Customizing the avigation Pane ..................................................................................................................... 51
Customizing the Reading Pane .......................................................................................................................... 52
Customizing the To-Do Bar ............................................................................................................................... 53
Step-By-Step ...................................................................................................................................................... 54
Skill Sharpener .................................................................................................................................................. 64
Section 1: Case Study............................................................................................................................ 65

Section 1: Review Questions ................................................................................................................ 66
Section 2: Advanced Topics ......................................................................................................... 68

Lesson 2.1: Using Categories ............................................................................................................... 69
Setting up Categories ........................................................................................................................................ 69
Assigning a Category to an Item ....................................................................................................................... 71
About Quick Click ............................................................................................................................................. 73
Creating Category Search Folders.................................................................................................................... 74
Upgrading Categories ....................................................................................................................................... 76
Using Categories in a View ............................................................................................................................... 78
Step-By-Step ...................................................................................................................................................... 80
Skill Sharpener .................................................................................................................................................. 88
Lesson 2.2: Linking Items .................................................................................................................... 89

Linking Files ...................................................................................................................................................... 89
Linking Outlook Items ....................................................................................................................................... 91
Linking a Business Card to an Outlook Item ..................................................................................................... 92
Using the Journal to Link Items ........................................................................................................................ 94
Step-By-Step ...................................................................................................................................................... 97
Skill Sharpener ................................................................................................................................................ 105
Lesson 2.3: Custom Forms ................................................................................................................. 106

Creating Custom Forms .................................................................................................................................. 107
Publishing Custom Forms ............................................................................................................................... 115
Using Custom Forms ....................................................................................................................................... 116
Applying Custom Forms to Existing Items ...................................................................................................... 121
Using the Form Cache..................................................................................................................................... 132
Step-By-Step .................................................................................................................................................... 135
Skill Sharpener ................................................................................................................................................ 157
Lesson 2.4: Publishing Your Calendar ............................................................................................. 158

Publishing Your Calendar ............................................................................................................................... 158
Searching for Calendars Online ...................................................................................................................... 162
Opening another Users Calendar .................................................................................................................. 162
Using Overlay Mode........................................................................................................................................ 164
Saving Your Calendar ..................................................................................................................................... 168
Step-By-Step .................................................................................................................................................... 171
Skill Sharpener ................................................................................................................................................ 180

Section 3: Configuring Business Contact Manager ................................................................. 184

Lesson 3.1: Getting Started ................................................................................................................ 185
What is Business Contact Manager? ............................................................................................................... 185
Installing Business Contact Manager.............................................................................................................. 186
Using Express Setup ........................................................................................................................................ 188
Using Advanced Setup ..................................................................................................................................... 192
Step-By-Step .................................................................................................................................................... 194
Skill Sharpener ................................................................................................................................................ 204
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Lesson 3.2: Using Business Contact Manager .................................................................................. 205

Using the Business Contact Manager Dashboard ........................................................................................... 206
Viewing Business Contact Manager Folders .................................................................................................. 207
Using the Business Contact Manager Menu ................................................................................................... 208
Using the Business Contact Manager Toolbar ................................................................................................ 210
Step-By-Step .................................................................................................................................................... 211
Skill Sharpener ................................................................................................................................................ 215
Lesson 3.3: Working with Business Contact Manager Data ........................................................... 216
Creating a Database........................................................................................................................................ 216
Removing a Database ...................................................................................................................................... 217
Connecting to a Shared Database ................................................................................................................... 218
Sharing Your Database ................................................................................................................................... 220
Managing Your Database................................................................................................................................ 227
Step-By-Step .................................................................................................................................................... 228
Skill Sharpener ................................................................................................................................................ 236
Lesson 3.4: Getting Help in Business Contact Manager ................................................................. 237

About the Welcome E-Mail .............................................................................................................................. 237
Using the Dashboard Links ............................................................................................................................. 238
Using Learn About Business Contact Manager .......................................................................................... 239
Using the Help Menu ....................................................................................................................................... 241
Step-By-Step .................................................................................................................................................... 243
Skill Sharpener ................................................................................................................................................ 250

Section 4: Using Business Contact Manager ............................................................................ 254

Lesson 4.1: Accounts........................................................................................................................... 255
Opening the Accounts Folder .......................................................................................................................... 256
Creating ew Accounts ................................................................................................................................... 257
Editing an Account .......................................................................................................................................... 259
Account Views ................................................................................................................................................. 260
Step-By-Step .................................................................................................................................................... 262
Skill Sharpener ................................................................................................................................................ 267
Lesson 4.2: Business Contacts ............................................................................................................ 268

Opening the Business Contacts Folder............................................................................................................ 268
Creating a Business Contact ........................................................................................................................... 269
Editing a Business Contact .............................................................................................................................. 270
Business Contact Views ................................................................................................................................... 272
Step-By-Step .................................................................................................................................................... 274
Skill Sharpener ................................................................................................................................................ 280
Lesson 4.3: Opportunities .................................................................................................................. 281

Opening the Opportunities Folder .................................................................................................................. 281
Creating an Opportunity ................................................................................................................................. 282
Editing an Opportunity .................................................................................................................................... 284
Opportunity Views ........................................................................................................................................... 285
Step-By-Step .................................................................................................................................................... 287
Skill Sharpener ................................................................................................................................................ 294
Lesson 4.4: Business Projects and Project Tasks ............................................................................. 295

Opening the Business Projects and Project Tasks Folders ............................................................................. 295
Creating a ew Project with Tasks ................................................................................................................. 296
Editing Business Tasks and Projects ............................................................................................................... 299
Viewing Business Tasks and Projects .............................................................................................................. 299
Step-By-Step .................................................................................................................................................... 301
Skill Sharpener ................................................................................................................................................ 310
Page 10
DJL Training, Inc.
Table of Contents
Lesson 4.5: Communications History and Linking.......................................................................... 311

Creating a History Item ................................................................................................................................... 311
Creating a Business ote in an Item ............................................................................................................... 314
Creating a Business ote Outside an Item ...................................................................................................... 315
Viewing the Communication History Folder ................................................................................................... 316
Using Link to Record ....................................................................................................................................... 317
Using E-mail Auto-Linking.............................................................................................................................. 320
Step-By-Step .................................................................................................................................................... 325
Skill Sharpener ................................................................................................................................................ 331

Expert .......................................................................................................................................... 336

Section 1: Data Management .................................................................................................... 337
Lesson 1.1: Using the Account Settings Window ............................................................................. 338
Opening the Account Settings Window ............................................................................................................ 338
Using the E-mail Tab....................................................................................................................................... 340
Using the RSS Feeds Tab ................................................................................................................................ 341
Using the SharePoint Lists Tab ....................................................................................................................... 343
Modifying Published Calendars ...................................................................................................................... 344
Modifying Address Books ................................................................................................................................ 346
Step-By-Step .................................................................................................................................................... 347
Skill Sharpener ................................................................................................................................................ 354
Lesson 1.2: Using Personal Folders ................................................................................................... 355

Managing Personal Folders ............................................................................................................................ 356
Creating Personal Folders .............................................................................................................................. 357
Setting a Personal Folders File as Default ..................................................................................................... 361
Opening and Closing Personal Folders .......................................................................................................... 363
Setting Personal Folders Properties ............................................................................................................... 367
Step-By-Step .................................................................................................................................................... 370
Skill Sharpener ................................................................................................................................................ 379
Lesson 1.3: Managing Personal Folders ........................................................................................... 380

Setting AutoArchive Options ........................................................................................................................... 380
Archiving Manually ......................................................................................................................................... 385
Mailbox Cleanup ............................................................................................................................................. 387
Exporting Information ..................................................................................................................................... 388
Importing Information ..................................................................................................................................... 393
Step-By-Step .................................................................................................................................................... 397
Skill Sharpener ................................................................................................................................................ 411
Lesson 1.4: Using Outlook Profiles.................................................................................................... 412

Overview of the Mail Icon in the Control Panel.............................................................................................. 413
Creating a ew Profile .................................................................................................................................... 418
Deleting or Viewing a Profile.......................................................................................................................... 421
Setting Profile Options .................................................................................................................................... 423
Choosing Your Profile ..................................................................................................................................... 424
Step-By-Step .................................................................................................................................................... 425
Skill Sharpener ................................................................................................................................................ 434

Section 2: Outlook Security ....................................................................................................... 438

Lesson 2.1: The Trust Center, Part 1 ................................................................................................ 439
Opening the Trust Center ................................................................................................................................ 439
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DJL Training, Inc.
Table of Contents
Identifying Trusted Publishers......................................................................................................................... 441

Managing Add-Ins ........................................................................................................................................... 442
Setting Privacy Options ................................................................................................................................... 443
Step-By-Step .................................................................................................................................................... 445
Skill Sharpener ................................................................................................................................................ 451
Lesson 2.2: The Trust Center, Part 2 ................................................................................................ 452

Setting E-Mail Security Options ...................................................................................................................... 452
Controlling Attachment Handling ................................................................................................................... 453
Automatic Download Settings ......................................................................................................................... 453
Dealing with Programmatic Access ................................................................................................................ 454
Step-By-Step .................................................................................................................................................... 455
Skill Sharpener ................................................................................................................................................ 462
Lesson 2.3: Macros.............................................................................................................................. 463

Setting Macro Security .................................................................................................................................... 463
Creating a Macro ............................................................................................................................................ 465
Running a Macro ............................................................................................................................................. 467
Editing a Macro............................................................................................................................................... 469
Step-By-Step .................................................................................................................................................... 470
Skill Sharpener ................................................................................................................................................ 477

Section 3: Expert Topics ............................................................................................................ 481

Lesson 3.1: The Outlook Address Book ............................................................................................ 482
Opening the Outlook Address Book................................................................................................................. 482
Components of the Outlook Address Book ...................................................................................................... 483
Adding Entries ................................................................................................................................................. 484
Editing Entries ................................................................................................................................................. 486
Deleting Entries ............................................................................................................................................... 487
Options in the Outlook Address Book.............................................................................................................. 488
Using the Outlook Address Book to Create Mail ............................................................................................ 489
Step-By-Step .................................................................................................................................................... 492
Skill Sharpener ................................................................................................................................................ 496
Lesson 3.2: Information Rights Management .................................................................................. 497

System Requirements ....................................................................................................................................... 497
Installing Information Rights Management Client Software ........................................................................... 497
Using Information Rights Management........................................................................................................... 500
Viewing a Message Protected by Information Rights Management ................................................................ 501
Step by Step ..................................................................................................................................................... 503
Skill Sharpener ................................................................................................................................................ 509
Lesson 3.3: Outlook and Windows .................................................................................................... 510

Starting Outlook on Windows Boot ................................................................................................................. 510
Using Office Diagnostics ................................................................................................................................. 517
Checking for Office Updates ........................................................................................................................... 520
Step-By-Step .................................................................................................................................................... 522
Skill Sharpener ................................................................................................................................................ 531

Index ........................................................................................................................................... 535
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Microsoft Office Outlook 2007 TOC

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Microsoft Office Outlook 2007 TOC

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Microsoft Office 2007

Microsoft Office | Outlook 2007

DJL Training, Inc.

Microsoft Office Outlook 2007

Lesson 1.2: Interacting with Outlook .................................................................................................. 22

Lesson 1.3: Working with Toolbars .................................................................................................... 38

Lesson 1.4: Using the Outlook Panes .................................................................................................. 51

Lesson 1.5: Getting Help in Outlook ................................................................................................... 71

Section 1: Case Study............................................................................................................................ 91

DJL Training, Inc.

Microsoft Office Outlook 2007

Section 1: Review Questions ................................................................................................................ 92

Section 2: Receiving E-Mail ........................................................................................................ 94

Lesson 2.2: Working with E-Mail Messages ..................................................................................... 115

Lesson 2.3: The 0ew Interface, Part 1 .............................................................................................. 129

Lesson 2.4: The 0ew Interface, Part 2 .............................................................................................. 136

Section 2: Case Study.......................................................................................................................... 154

Section 3: Sending E-Mail ......................................................................................................... 158

Lesson 3.2: Composing E-Mail .......................................................................................................... 180

Lesson 3.3: Doing More with E-Mail ................................................................................................ 193

DJL Training, Inc.

Microsoft Office Outlook 2007

Creating Hyperlinks ........................................................................................................................................ 196

Lesson 3.4: Using the Drafts Folder .................................................................................................. 207

Section 3: Case Study.......................................................................................................................... 215

Section 4: Information Management ........................................................................................ 219

Lesson 4.2: The Contacts Folder ....................................................................................................... 245

Lesson 4.3: The Tasks Folder............................................................................................................. 266

Lesson 4.4: The 0otes Folder ............................................................................................................. 279

DJL Training, Inc.

Microsoft Office Outlook 2007

Lesson 4.5: The Journal Folder ......................................................................................................... 291

Section 4: Case Study.......................................................................................................................... 309

Section 5: Viewing and Printing in Outlook ............................................................................. 312

Lesson 5.2: Customizing the Outlook Screen ................................................................................... 326

Lesson 5.3: Using Print Preview ........................................................................................................ 341

Lesson 5.4: Printing Outlook Items ................................................................................................... 353

Section 5: Case Study.......................................................................................................................... 361

Intermediate ................................................................................................................................ 364

DJL Training, Inc.

Microsoft Office Outlook 2007

Moving Messages to Folders ............................................................................................................................... 6

Lesson 1.2: Mail Management Tools ................................................................................................... 14

Lesson 1.3: Security Tools .................................................................................................................... 42

Lesson 1.4: Instant Search ................................................................................................................... 63

Lesson 1.5: Search Folders ................................................................................................................... 73

Lesson 1.6: Finding Items in Outlook ................................................................................................. 88

Section 1: Case Study.......................................................................................................................... 112

Section 2: A Word Primer .......................................................................................................... 115

Lesson 2.2: Moving Text..................................................................................................................... 123

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Microsoft Office Outlook 2007

Replacing Text ................................................................................................................................................. 132

Lesson 2.3: Adding Fonts to Text ...................................................................................................... 142

Lesson 2.4: Advanced Text Effects .................................................................................................... 158

Section 2: Case Study.......................................................................................................................... 169

Section 3: Doing More in a Mail Message ................................................................................ 172

Lesson 3.2: Polishing Your Message ................................................................................................. 185

Lesson 3.3: Adding Word Elements .................................................................................................. 205

Lesson 3.4: Adding Outlook Elements .............................................................................................. 229

DJL Training, Inc.

Microsoft Office Outlook 2007

Section 3: Case Study.......................................................................................................................... 239

Section 4: Using E-Mail Features ............................................................................................. 242

Lesson 4.2: Signatures and Stationery .............................................................................................. 255

Lesson 4.3: Changing Message Options ............................................................................................ 276

Lesson 4.4: Advanced Message Options ........................................................................................... 287