Module 8: Managing Client Configuration and Connectivity

Overview Configuring and Customizing Outlook 2003 Performing Calendaring Tasks in Outlook 2003 Installing and Configuring Outlook Express Discussion: Managing Client Configuration and Connectivity Video

Lesson: Configuring and Customizing Outlook 2003 How Outlook Is Installed and Configured Initial Configuration Tasks to Perform in Outlook Startup Wizard Modes for Connecting Outlook 2003 to Exchange How to Configure Outlook to Connect to Exchange Server 2003 Common Customization Tasks That Users Perform Common Customization Tasks That Can Be Performed Using Automated Tools Resources Available for Performing Common Outlook Customization Tasks How to Configure Rules and Out of Office Messages How to Grant Permission to a Delegate to Access Mailbox Information How to Configure Exchange 2003 and Outlook 2003 for RPC Over HTTP

How Outlook Is Installed and Configured Administrator The user performs any additional customization after the initial profile is defined and Outlook starts The administrator or user uses the Outlook Startup Wizard to perform initial configuration of the Outlook profile Outlook is automatically installed as part of the Microsoft Office installation install Office 2003 Outlook 2003 install Outlook Startup Wizard User

Initial Configuration Tasks to Perform in Outlook Startup Wizard In Outlook Startup Wizard: Define if Outlook will be used for and, if so, what type of server will be used Configure Outlook to connect to a server running Exchange: Define if Outlook will be used for and, if so, what type of server will be used Configure Outlook to connect to a server running Exchange: Provide the name of your Exchange server and your user name and mailbox name Decide whether to run a local copy of your mailbox Select additional settings Outlook Startup Wizard User Administrator

Modes for Connecting Outlook 2003 to Exchange Mode Description Cached A copy of the user’s mailbox is stored locally and the Exchange server updates it frequently The user has access to all online resources Online User’s mailbox is stored on the Exchange server User maintains a full-time network connection Offline Users do not have a constant network connection Use a dial-up or VPN connection to connect to Exchange The typical mode used by mobile users

How to Configure Outlook to Connect to Exchange Server 2003 To configure Outlook to connect to Exchange 2003: Access Outlook properties Configure a profile to connect to Exchange Access Outlook properties Configure a profile to connect to Exchange Administrator connect Exchange Server 2003 Practice

Common Customization Tasks That Users Perform Users commonly configure: The way Outlook displays names for new contacts in their Contacts folder How Outlook connects to their dial-up accounts The default format that Outlook uses when composing messages Outlook to add a custom signature to the end of messages Outlook to always spell check messages before they are sent A delegate to manage their mailboxes on their behalf Outlook so that a custom address book is available The way Outlook displays names for new contacts in their Contacts folder How Outlook connects to their dial-up accounts The default format that Outlook uses when composing messages Outlook to add a custom signature to the end of messages Outlook to always spell check messages before they are sent A delegate to manage their mailboxes on their behalf Outlook so that a custom address book is available

You can use automated tools to configure: Common Customization Tasks That Can Be Performed Using Automated Tools Outlook to automatically generate a profile for users when they first launch Outlook Outlook to store files, such as personal folders or offline folders, in a specific folder Migration options, such as converting users’ personal address books to Outlook address books Junk to filter more messages Outlook to empty the Deleted Items folder when users exit Outlook How Outlook will archive messages from users’ mailboxes Outlook to automatically generate a profile for users when they first launch Outlook Outlook to store files, such as personal folders or offline folders, in a specific folder Migration options, such as converting users’ personal address books to Outlook address books Junk to filter more messages Outlook to empty the Deleted Items folder when users exit Outlook How Outlook will archive messages from users’ mailboxes customize automatically Administrator

Resources Available for Performing Common Outlook Customization Tasks Office 2003 Resource Kit tools: Custom Installation Wizard Custom Maintenance Wizard Office Profile Wizard Outlook profile file Outlook Administrator Pack Custom Installation Wizard Custom Maintenance Wizard Office Profile Wizard Outlook profile file Outlook Administrator Pack Manual customization resources in the Tools menu in Outlook: The Options dialog box The Accounts Wizard The Rules Wizard The Out of Office Assistant The Delegates tab The Options dialog box The Accounts Wizard The Rules Wizard The Out of Office Assistant The Delegates tab

How to Configure Rules and Out of Office Messages Jo, can you finish the proposal? Jo is out of the office today. She will be back in on Monday. Jo is out of the office today. She will be back in on Monday. To configure rules and Out of Office messages: In Outlook, use the Tools menu to start the Out of Office Assistant or Rules and Alerts Configure the Out of Office Assistant to create an Out of Office message Configure Rules and Alerts to create message handling rules In Outlook, use the Tools menu to start the Out of Office Assistant or Rules and Alerts Configure the Out of Office Assistant to create an Out of Office message Configure Rules and Alerts to create message handling rules Practice

How to Grant Permission to a Delegate to Access Mailbox Information Practice Meeting request On behalf of: Samantha Smith Delegate Samantha Smith grant permission send To grant permission to a delegate: In Outlook, use the Tools menu to configure Options Add delegates with the minimum permissions needed In Outlook, use the Tools menu to configure Options Add delegates with the minimum permissions needed

To configure a profile for Outlook 2003 to use RPC over HTTP: Update Outlook with patch Q Select Microsoft Exchange Server, and then select Use local copy of Mailbox Click Connect using Internet Explorer’s or a 3rd party dialer, and then click Connect to my Exchange mailbox using HTTP Click the Exchange Proxy Settings button, enter the FQDN of the RPC proxy server, and then configure the SSL options Update Outlook with patch Q Select Microsoft Exchange Server, and then select Use local copy of Mailbox Click Connect using Internet Explorer’s or a 3rd party dialer, and then click Connect to my Exchange mailbox using HTTP Click the Exchange Proxy Settings button, enter the FQDN of the RPC proxy server, and then configure the SSL options To configure Exchange 2003 for RPC over HTTP: Configure the Exchange front-end server as an RPC proxy server Configure the RPC virtual directory in IIS to use Basic authentication Configure the RPC proxy server and global catalog server to use specified port numbers Open the specified ports on the internal firewall Configure the Exchange front-end server as an RPC proxy server Configure the RPC virtual directory in IIS to use Basic authentication Configure the RPC proxy server and global catalog server to use specified port numbers Open the specified ports on the internal firewall How to Configure Exchange 2003 and Outlook 2003 for RPC Over HTTP

Practice: Using RPC Over HTTP to Access an Exchange Mailbox Complete the procedures to practice using RPC over HTTP to access an Exchange mailbox

Lesson: Performing Calendaring Tasks in Outlook 2003 Common Calendaring Tasks Best Practices for Scheduling Meetings How to Schedule a Meeting Methods of Sharing Calendars Using Exchange Server 2003 How to Create a Group Schedule

Common Calendaring Tasks Common calendaring tasks that users perform: Maintaining their overall schedule Scheduling appointments Setting up events Creating group schedules Planning and scheduling a meeting Managing meeting requests Creating shared calendars Maintaining their overall schedule Scheduling appointments Setting up events Creating group schedules Planning and scheduling a meeting Managing meeting requests Creating shared calendars

Best Practices for Scheduling Meetings Best practices for scheduling meetings: Display your availability and encourage others to do the same Use colors to mark appointments by type Schedule resources that you need at the same time you schedule a meeting Set a reminder for your meeting Make the subject as short as possible Include information required for the meeting with the meeting request Avoid sending a second meeting invitation Display your availability and encourage others to do the same Use colors to mark appointments by type Schedule resources that you need at the same time you schedule a meeting Set a reminder for your meeting Make the subject as short as possible Include information required for the meeting with the meeting request Avoid sending a second meeting invitation

How to Schedule a Meeting To schedule a meeting: Configure calendar options Schedule the meeting and send the meeting request Configure calendar options Schedule the meeting and send the meeting request Practice Meeting Request Location: Room A Subject: Agree on marketing proposal Start time: 9 a.m. End time: 10 a.m. Meeting Request Location: Room A Subject: Agree on marketing proposal Start time: 9 a.m. End time: 10 a.m. schedule send configure

This method Involves Giving others permissions to private folders A user giving permissions to others to see their private folders. Others can then see the user’s Outlook folders as easily as they see their own Giving others the delegate permission A user giving another person permission to act on their behalf Creating and using public folders Creating a group calendar in a public folder and assigning permissions. Administrators create a group calendar in a public folder and assign permissions to users to manage it Methods of Sharing Calendars Using Exchange Server 2003 Samantha Smith Sam is available to attend a meeting Monday afternoon Sam is available to attend a meeting Monday afternoon

How to Create a Group Schedule Practice To create a group schedule: In Outlook, use the Actions menu to view group schedules Create and configure a new group schedule In Outlook, use the Actions menu to view group schedules Create and configure a new group schedule Samantha Smith Sam is available to attend a meeting Monday afternoon Sam is available to attend a meeting Monday afternoon

Lesson: Installing and Configuring Outlook Express Why Use Outlook Express? How Outlook Express Is Installed and Configured Guidelines for Performing the Initial Configuration of Outlook Express Considerations for Performing Additional Configuration Tasks for Outlook Express Guidelines for Automating the Deployment of Internet Explorer and Outlook Express How to Use WebDAV to Connect Outlook Express to Exchange How to Add an or News Account in Outlook Express How to Show and Hide IMAP Folders

Why Use Outlook Express? Use Outlook Express to: Provide users with basic capabilities and the ability to maintain address books and contacts Access other servers and newsgroup servers so that users can maintain a single messaging client Provide users with basic capabilities and the ability to maintain address books and contacts Access other servers and newsgroup servers so that users can maintain a single messaging client Because Outlook Express is automatically installed on every Windows system, it makes deploying a client that can be used to connect to your Exchange server easy

install How Outlook Express Is Installed and Configured Any additional customization tasks are performed after the wizard completes and Outlook Express starts The administrator or user uses the Internet Connection Wizard to perform initial configuration of Outlook Express Outlook Express is automatically installed as part of the Internet Explorer installation Internet Explorer Outlook Express Internet Connection Wizard 1 1 Administrator User

Guidelines for Performing the Initial Configuration of Outlook Express Guidelines: For incoming , choose POP3 or IMAP: POP3 servers only allow access to the Inbox folder IMAP servers provide access to other folders in a user’s mailbox If the SMTP server is also your mailbox server, you can give it the same name as your incoming server For the Internet logon, if your POP3 or IMAP server requires SPA from an SSPI provider such as NTLM, click Logon using SPA (Secure Password Authentication) For incoming , choose POP3 or IMAP: POP3 servers only allow access to the Inbox folder IMAP servers provide access to other folders in a user’s mailbox If the SMTP server is also your mailbox server, you can give it the same name as your incoming server For the Internet logon, if your POP3 or IMAP server requires SPA from an SSPI provider such as NTLM, click Logon using SPA (Secure Password Authentication)

Considerations for Performing Additional Configuration Tasks for Outlook Express TaskConsideration Configure Outlook Express to work offline Users can use while offline. The next time they are online, their local message store synchronizes with the Exchange server Configure an additional account If you have more than one or news account, you can set up those additional accounts in Outlook Express Use POP3 to retrieve information from Exchange inbox Access messages in your inbox by using POP3 protocol from any computer with an Internet connection Use IMAP to retrieve information from Exchange mailbox folders Access messages, show or hide subfolders in your inbox, and access public folders by using IMAP4 protocol from any computer with an Internet connection Use WebDAV to connect Outlook Express to Exchange Access messages, subfolders in your inbox, and public folders by using HTTP/WebDAV protocol from any computer with an Internet connection. Provides DAV-compliant clients greater scalability and performance than other protocols

Guidelines for Automating the Deployment of Internet Explorer and Outlook Express Guidelines: Determine which settings to customize Prepare graphics or custom files that you will need Plan your distribution method Familiarize yourself with the programs and tools in the IEAK Determine which settings to customize Prepare graphics or custom files that you will need Plan your distribution method Familiarize yourself with the programs and tools in the IEAK A collection of programs and tools for customizing Internet Explorer to make supporting Internet Explorer and Outlook Express in a corporate environment easier Internet Explorer Administration Kit

How to Use WebDAV to Connect Outlook Express to Exchange To use WebDAV to connect Outlook Express to Exchange: In Outlook Express, follow the wizard prompts or use the Tools menu to create a new account Follow the steps in the Internet Connection Wizard to configure account properties In Outlook Express, follow the wizard prompts or use the Tools menu to create a new account Follow the steps in the Internet Connection Wizard to configure account properties Practice Outlook Express connect Exchange Server 2003

How to Add an or News Account in Outlook Express Practice Outlook Express Add account Add News account To add an or news account in Outlook Express: In Outlook Express, use the Tools menu to create an additional account Follow the steps in the Internet Connection Wizard to configure news account properties In Outlook Express, use the Tools menu to create an additional account Follow the steps in the Internet Connection Wizard to configure news account properties

How to Show and Hide IMAP Folders show hide IMAP folders hide IMAP folders To show and hide IMAP folders: In Outlook Express, click an IMAP folder Use the Show/Hide IMAP Folders dialog box to hide folders that you do not want to download In Outlook Express, click an IMAP folder Use the Show/Hide IMAP Folders dialog box to hide folders that you do not want to download Practice

Discussion: Managing Client Configuration and Connectivity Read the scenarios Determine possible solutions Discuss your solutions with the class Read the scenarios Determine possible solutions Discuss your solutions with the class