Microsoft ® Office SharePoint ® Server 2007 Training SharePoint calendars II: Connect a SharePoint calendar to Outlook Bellwood-Antis School District presents:

SharePoint calendars II: Connect a SharePoint calendar to Outlook Course contents Overview: SharePoint and Outlook together Lesson: Connect to Outlook and view or edit the calendar from there The lesson concludes with a short set of questions to test your understanding of the material.

SharePoint calendars II: Connect a SharePoint calendar to Outlook Overview: SharePoint and Outlook together Does your company use Microsoft Windows ® SharePoint ® Services 3.0 or Microsoft Office SharePoint Server 2007? Do you track shared schedules or events in a calendar on a SharePoint site? If so, and you’re also an Outlook 2007 user, this course will show you how to connect your SharePoint calendar to Outlook.

SharePoint calendars II: Connect a SharePoint calendar to Outlook Course goals Connect the SharePoint calendar to Outlook and view it along with your main Outlook calendar. Use Outlook to enter or edit calendar items in the SharePoint calendar directly, even when you’re offline. Copy items between the two calendars to ease scheduling. Disconnect a SharePoint calendar when you no longer want to access it from Outlook.

Lesson Connect to and view or edit the calendar from Outlook

SharePoint calendars II: Connect a SharePoint calendar to Outlook Connect to and view or edit from Outlook You may already understand the benefits of using a calendar on a SharePoint site, and how to use one. But what if you keep track of your own schedule in Outlook? Do you have to keep switching between the Web browser and Outlook? Luckily, the answer is no. If you’re an Outlook user, you can connect the shared calendar to Outlook.

SharePoint calendars II: Connect a SharePoint calendar to Outlook Make the SharePoint calendar visible in Outlook Connecting the SharePoint calendar to Outlook is straightforward. Starting from the calendar on the SharePoint site, click Connect to Outlook on the Actions menu. Once the calendar is connected to Outlook, you’ll be able to view it in the main Outlook window. Animation: Right-click, and click Play.

SharePoint calendars II: Connect a SharePoint calendar to Outlook Make the SharePoint calendar visible in Outlook Connecting the SharePoint calendar to Outlook is straightforward. Starting from the calendar on the SharePoint site, click Connect to Outlook on the Actions menu. Once the calendar is connected to Outlook, you’ll be able to view it in the main Outlook window.

SharePoint calendars II: Connect a SharePoint calendar to Outlook Enter a calendar item from Outlook Once you make the connection, you’ll be able to create, modify, or even delete events and appointments in the SharePoint calendar just as you do in your own main calendar. As you saw earlier, once you connect the SharePoint calendar to Outlook and view it from there, it looks very similar to your main Outlook calendar. To create a new calendar entry, start by clicking in the shared calendar in Outlook. Animation: Right-click, and click Play.

SharePoint calendars II: Connect a SharePoint calendar to Outlook Enter a calendar item from Outlook Once you make the connection, you’ll be able to create, modify, or even delete events and appointments in the SharePoint calendar just as you do in your own main calendar. As you saw earlier, once you connect the SharePoint calendar to Outlook and view it from there, it looks very similar to your main Outlook calendar. To create a new calendar entry, start by clicking in the shared calendar in Outlook, and then edit the entry from there.

SharePoint calendars II: Connect a SharePoint calendar to Outlook Enter a calendar item from Outlook The entries you make in the shared calendar through Outlook are visible in the calendar on the SharePoint site, too. You’ve probably already thought of this, but it’s worth mentioning anyway: Because the calendar is shared, many things you do in the shared calendar — such as making new appointments, changing them, or deleting them — have the potential to impact others.

SharePoint calendars II: Connect a SharePoint calendar to Outlook A word on Outlook reminders When you connect a SharePoint calendar to Outlook, you’ll be able to set reminders for yourself by using the same process you would follow for any Outlook appointment. Keep in mind, though, that reminders will work only for you, and they’ll remind you only from Outlook. That is, reminders aren’t shared and they aren’t available from the Web site version of the calendar.

SharePoint calendars II: Connect a SharePoint calendar to Outlook You’ve seen that in Outlook you can view two calendars at once: your personal work calendar, which isn’t visible on the SharePoint site, and the public calendar, which is. So what if you have an appointment or event that you want to appear in both calendars? Do you have to create that appointment twice? Happily, the answer is not really — because it’s easy to create a copy. Copy entries from private to public

SharePoint calendars II: Connect a SharePoint calendar to Outlook Copy entries from private to public Here’s the best method for copying copy an item from your own calendar to the SharePoint calendar. Select the item, click Copy to Folder on the Edit menu, and select the shared calendar in the SharePoint Lists folder as the destination. Animation: Right-click, and click Play.

SharePoint calendars II: Connect a SharePoint calendar to Outlook Here’s the best method for copying copy an item from your own calendar to the SharePoint calendar. Select the item, click Copy to Folder on the Edit menu, and select the shared calendar in the SharePoint Lists folder as the destination. Copy entries from private to public

SharePoint calendars II: Connect a SharePoint calendar to Outlook If you want to copy an item from the SharePoint calendar into your own personal calendar, you can do that, too. First, in Outlook, select the item in the SharePoint calendar that you want to appear in your own private calendar. Then click Copy to Folder and copy the item to the Calendar folder in your own mailbox. Animation: Right-click, and click Play. Go the other way: Copy from public to private

SharePoint calendars II: Connect a SharePoint calendar to Outlook If you want to copy an item from the SharePoint calendar into your own personal calendar, you can do that, too. First, in Outlook, select the item in the SharePoint calendar that you want to appear in your own private calendar. Then click Copy to Folder and copy the item to the Calendar folder in your own mailbox. Go the other way: Copy from public to private

SharePoint calendars II: Connect a SharePoint calendar to Outlook Work offline If you travel for work and you take your computer with you, will you be able to use the SharePoint calendar even when you’re not connected to my company’s network? Yes. When you connect the SharePoint calendar to Outlook, a copy of that calendar is created on your own computer. When you disconnect from your company’s network, that copy of the calendar is still available to you, and you can continue to use it even though you’re offline.

SharePoint calendars II: Connect a SharePoint calendar to Outlook Synchronize your entries Suppose you’ve entered an item into the SharePoint calendar by starting from Outlook. How quickly will others see that new item? The standard synchronization rate is 30 minutes. That is, if you do nothing, the calendar will be synchronized between the SharePoint site and your computer approximately every 30 minutes.

SharePoint calendars II: Connect a SharePoint calendar to Outlook Synchronize your entries If 30 minutes seems like too long to wait, you can always force the SharePoint calendar entries to be updated sooner if you want. In Outlook, click to select the SharePoint calendar folder under Other Calendars. Click Send/Receive on the Tools menu, and then click This Folder. Here’s what to do.

SharePoint calendars II: Connect a SharePoint calendar to Outlook Disconnect the calendar from Outlook Here’s what to do if you want to disconnect the SharePoint calendar from Outlook. Right-click the entry for the calendar under Other Calendars. On the shortcut menu, click Delete “SharePoint Calendar Name” (where SharePoint Calendar Name is the name of the shared calendar).

SharePoint calendars II: Connect a SharePoint calendar to Outlook Disconnect the calendar from Outlook This will remove the copy of the calendar from Outlook and from your own computer. It will not affect the calendar on the SharePoint site. If you change your mind and want to reconnect, you can always do that by starting from the SharePoint site again.

SharePoint calendars II: Connect a SharePoint calendar to Outlook Test question 1 To connect a SharePoint calendar to Outlook, you start from which of the following? (Pick one answer.) 1.Outlook. 2.The Calendar on the SharePoint site. 3.It doesn’t matter. You can start either from Outlook or from the site.

SharePoint calendars II: Connect a SharePoint calendar to Outlook Test question 1: Answer The Calendar on the SharePoint site. From there, you click the Connect to Outlook command on the Actions menu.

SharePoint calendars II: Connect a SharePoint calendar to Outlook Test question 2 You can enter appointments in a SharePoint calendar right from Outlook. (Pick one answer.) 1.True. 2.False.

SharePoint calendars II: Connect a SharePoint calendar to Outlook Test question 2: Answer True.

SharePoint calendars II: Connect a SharePoint calendar to Outlook Test question 3 Suppose that your goal is to copy an appointment from the SharePoint calendar to your main Outlook calendar. What’s the best method? (Pick one answer.) 1.Cut and paste from the browser to Outlook. 2.Display both calendars in Outlook and use the Copy to Folder command. 3.Display both calendars in Outlook and drag from one to the other.

SharePoint calendars II: Connect a SharePoint calendar to Outlook Test question 3: Answer Display both calendars in Outlook and use the Copy to Folder command. Clean and simple, and you won’t accidentally drop the item in the wrong place.

SharePoint calendars II: Connect a SharePoint calendar to Outlook Quick Reference Card For a summary of the tasks covered in this course, view the Quick Reference Card. Quick Reference Card

USING THIS TEMPLATE See the notes pane or view the full notes page (View menu or tab) for detailed help on this template.