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Outlook Workshop - Setup
This workshop is intended to teach the basic skills related to organization through Microsoft Outlook 2003.  
 
  III. Outlook Setup

Housekeeping

Select View > Toolsbars and turn OFF the Adobe Acrobat toolbar and the web toolbar, if they are on (if there is a check next to them).

Select Tools > Customize > Options tab, and be sure "Always show full menus" is selected.

Be sure the Navigation pane is on by selecting View > Navigation pane.  It should have a check mark next to it.

Cached Exchange Mode

This workshop deals with using MS Outlook 2003 at Palomar College.  Therefore, we will make recommendations for its best use in light of the way Palomar has implemented it.

Palomar uses an Exchange Server, and therefore your connection through Outlook is to an "Exchange" account.  This is a strong advantage, because there are many features in Outlook which take advantage of an interconnected community of users through Exchange.

Our first recommendation, then, is to set up your Outlook in what is called "cached Exchange mode" (CEM).  This means that you will create a local "offline store" file (called an "ost" file) to which Outlook will download copies of your Exchange folders.  Outlook will take care of all of the synchronization details behind the scenes.  Your "real" folders will still be on the Exchange server, and you will be doing your work with the cached local copies.

One of the advantages of working in this mode is that your junk mail filters will become much more effective.  If you do not regularly update Office with the latest junk mail filters, you should.  Do so by clicking here and running the Office Updates feature.  Updating your local copy of Outlook junk mail filters without running it in cached Exchange mode will do you little good.

Here is how to set up cached Exchange mode:

Start Outlook and click Tools > Email Accounts and select "View or change existing email accounts," and then click Next

Select "Exchange Server" and click the "Change" button:

Place a check in the "Use Cached Exchange Mode" box,

and then click Finish and OK until back at Outlook.

Email Setup

1.  The Preferences Tab - Email

Click Tools > Options > and click the E-mail Options button.  Set up your email as indicated below:

Click OK.  Now click the Advanced E-mail Options button, and set them up as indicated below:

Note that it is in the "Drafts" folder that your unsent emails will be saved.  Note also that the alarm sounds, cursor indicators and mailbox alerts have been deselected.  These are serious interruptions to your train of thought and should not be allowed to impinge on your work time.

Click OK, then click the Tracking Options button.  Set them up as below:

Note that if you wanted to receive a delivery and read receipt for each email you send (a foolish waste of mail server resources) this is the dialog box where you would set these options.  Note also that you can control whether your Outlook client sends a read receipt or not.  These options can be set for individual emails using the options button within the mail form.

Click OK and OK again to return to the Options dialog box.  Now click the Junk E-mail button.  We recommend setting your junk e-mail filter to High.  This will catch most junk emails (this assumes that you have updated your junk email filters from the Office Updates site). 

If you have updated your junk email filters, you will find a long list of Blocked senders on the Blocked Senders tab.  On the International tab, it is useful to click both the blocked Top-Level Domain list and the Blocked Encodings List and select all, then deselect your own relevant domains and encodings.

Learn more about protecting yourself from junk email from this Microsoft audio lesson:  Slice the Spam!

2.  The Mail Setup Tab

This tab is not very important at first.  Do be sure that the "Send immediately when connected box is selected.  Note that the F9 key is the shortcut key to perform a send-receive operation.

3.  The Mail Format Tab

Set up your mail format as follows:

We will choose a custom font and create signature files in class.

For a summary of message format options, review this audio lesson from Microsoft:  Control how you send and see email messages.

4. Spelling Setup

Outlook uses the same spelling dictionaries used by Word, including the same custom dictionary.  If you want Outlook to check your spelling before sending each email, set it up as follows:

5.  Other Settings (AutoArchive Settings)

The final area we want to address in the setup portion of our class is AutoArchive settings.  Click the Other tab, then click the AutoArchive button.

The settings you make for the workshop will not matter, since the workshop is concluded in one day, but for a reference, set up your own autoarchive settings as follows:

Note that this archive feature may be far too short for you.  You might want to run the archiving feature every 30 days and clean out things older than 6 months, rather than the settings shown above.  Note also that the path to the archive file is not the default one.  It is a path to a folder within the My Documents structure called "My Email Archive."  That way it will get backed up when the rest of your My Documents are backed up, and it is also easier to find.  The actual archive file is a ".pst" file, a personal store file, which can be opened and compressed from within Outlook.

It is also important, if you want to make reference to the archive freqeuntly, to check the box "Show archive folder in the folder list,"  though it is easy to find and open/close if need be.  This just makes it easier.

Please also note that the button titled "Apply these settings to all folders now" actually only applies the settings to folders where custom archive settings already exist--overriding those settings.

6.  Blocking/Unblocking downloadable images.

Use the Tools > Options > security tab to change the automatic download settings.  If you wish to receive pictures in your HTML emails, clear the "Don't download pictures or other content automatically" box.

 

Other Important Setup Options

On the Tools > Options dialog box, you can set the default reminder time.

Within calendar options, set the days/times that comprise your typical work week.  It is here where you can also set the option for allowing attendees to propose alternate times for meetings and change the colors of your calendar.

In the Task Options  dialog you select the option to set reminders on tasks with due dates.  Be sure this is checked.

In the Contact Options dialog, you may set the way the contacts list is sorted (Last, First name is the usual).

 

 

 
 

Click here to return to the Outlook Workshop page.

 

 
 

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