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

AdministratorThe user performs any additional customization after the initial profile is defined and Outlook starts

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

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

Outlook is automatically installed as part of the Microsoft Office installation

install

Office 2003

Outlook2003

install

OutlookStartup Wizard

User

11

22

33

Initial Configuration Tasks to Perform in Outlook Startup Wizard

In Outlook Startup Wizard:In Outlook Startup Wizard:

Define if Outlook will be used for e-mail and, if so, what type of e-mail server will be used

Configure Outlook to connect to a server running Exchange:

Define if Outlook will be used for e-mail and, if so, what type of e-mail server will be used

Configure Outlook to connect to a server running Exchange:

11

22Provide the name of your Exchange server and your user name and mailbox nameDecide whether to run a local copy of your mailbox Select additional settings

OutlookStartup 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

OnlineUser’s mailbox is stored on the Exchange serverUser 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: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

11

22

Administrator

connectExchange Server 2003

Practice

Common Customization Tasks That Users Perform

Users commonly configure: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 e-mail messages

Outlook to always spell check e-mail 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 e-mail messages

Outlook to always spell check e-mail 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: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 e-mail 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 e-mail to filter more messages

Outlook to empty the Deleted Items folder when users exit Outlook

How Outlook will archive messages from users’ mailboxes

customizeautomaticallyAdministrator

Resources Available for Performing Common Outlook Customization Tasks

Office 2003 Resource Kit tools: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:Manual customization resources in the Tools menu in Outlook:

The Options dialog box

The E-mail Accounts Wizard

The Rules Wizard

The Out of Office Assistant

The Delegates tab

The Options dialog box

The E-mail 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: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

11

22

33

Practice

How to Grant Permission to a Delegate to Access Mailbox Information

Practice

Meeting requestOn behalf of:Samantha Smith

DelegateSamantha Smith

grant permission

send

To grant permission to a delegate: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

11

22

To configure a profile for Outlook 2003 to use RPC over HTTP:To configure a profile for Outlook 2003 to use RPC over HTTP:

Update Outlook with patch Q331320

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 Q331320

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: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

11

22

33

44

11

22

33

44

Practice: Using RPC Over HTTP to Access an Exchange Mailbox

Complete the procedures to 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: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: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: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

11

22

Practice

Meeting RequestLocation: Room ASubject: Agree on marketing proposalStart time: 9 a.m.End time: 10 a.m.

Meeting RequestLocation: Room ASubject: Agree on marketing proposalStart time: 9 a.m.End time: 10 a.m.

scheduleschedule sendsend

configureconfigure

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: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

11

22

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 E-Mail or News Account in Outlook Express

How to Show and Hide IMAP Folders

Why Use Outlook Express?

Use Outlook Express to:Use Outlook Express to:

Provide users with basic e-mail capabilities and the ability to maintain address books and contacts

Access other e-mail servers and newsgroup servers so that users can maintain a single messaging client

Provide users with basic e-mail capabilities and the ability to maintain address books and contacts

Access other e-mail 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

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

install

How Outlook Express Is Installed and Configured

Any additional customization tasks are performed after the wizard completes and Outlook Express starts

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

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

Outlook Express is automatically installed as part of the Internet Explorer installation

Internet Explorer Outlook

Express

Internet Connection Wizard

11

Administrator

22

33

User

Guidelines for Performing the Initial Configuration of Outlook Express

Guidelines:Guidelines:

For incoming e-mail, 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 e-mail server

For the Internet e-mail 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 e-mail, 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 e-mail server

For the Internet e-mail 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

Task Consideration

Configure Outlook Express to work offline

Users can use e-mail 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 e-mail 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: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

11

22

33

44

A collection of programs and tools for customizing Internet Explorer to make supporting Internet Explorer and Outlook Express in a corporate environment easier

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: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 e-mail account

Follow the steps in the Internet Connection Wizard to configure e-mail account properties

In Outlook Express, follow the wizard prompts or use the Tools menu to create a new e-mail account

Follow the steps in the Internet Connection Wizard to configure e-mail account properties

11

22

Practice

Outlook Express

connectExchange Server 2003

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

Practice

Outlook Express

Add

E-mail accountAdd

News account

To add an e-mail or news account in Outlook Express:To add an e-mail 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

11

22

How to Show and Hide IMAP Folders

show

hideIMAP folders

hideIMAP folders

To show and 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

11

22

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

11

22

33