Table of Contents
Using Contacts and distribution
lists
Creating rules
to organise email as it is received
Dealing with
attachments and virus precautions
Dealing with
attachments and virus precautions
Understanding
and Using Contacts
Using
AutoArchive to store old messages
Using a
Hotmail or mail2web to check your email
Set sharing
permissions for a folder
Give
permission to others to access my folders
Ways to share
information in Outlook
Using Contacts and distribution lists
The Contacts
element is used to record all the details relating to people and organisations
that you correspond with. Choose Contacts from the Folder List to
create, edit or delete a Contact. The buttons on the Standard and
Advanced toolbar change to reflect the Contacts folder options.
|
The
view displayed in the Preview Pane will depend on what Current
view is selected on the Advanced toolbar. |
|
|
·
Click on New
Contact button on the Standard toolbar. An Untitled Contact
dialog box opens. Enter information in the General page/tab |
|
|
·
The Details
page/tab is used to add more detailed information for your contact. Click
the Save and Close button when details are completed. |
|
Creating Distribution
lists
Create a personal
distribution list
1. On the File menu, point to New, and then click Distribution List.
2. In the Name box, type a name.
3. The distribution list is saved in your Contacts folder by the name you give it.
4. Click Select Members.
5. In the Show names from the list, click the address book that contains the e-mail addresses you want in your distribution list
6. In the Type name or select from list box, type a name you want to include or select the name that you want from the list below, and then click Add.
7. If you want to add a longer description of the distribution list, click the Notes tab, and then type the text.
8. Click Save and Close.
Copying names from an
e-mail message and putting them into a distribution list
1.
In the e-mail
message you want to copy the names from, select the names in the To or Cc
box.
2.
On the Edit
menu, click Copy.
3.
Follow the
steps above, and in the Select Members option, right click in
the Add to distribution list, and
then click Paste on the shortcut menu.
The calendar is very useful for planning appointments and meetings. It
can be set up to perform the following functions:
·
To schedule
single appointments and recurring appointments.
·
Reminders can
be set to alert you at a specified time prior to the appointment.
·
Public holidays
can be added, and
·
Different time
zones displayed in the calendar view.
Choose Calendar from the Folder List.
The buttons on the Standard and Advanced toolbar change to
reflect the Calendar options.
|
The
view displayed in the Preview Pane will depend on what Current
view is selected on the Advanced toolbar. Select the number of days to
display from the Standard toolbar. |
|
|
·
Click on New
Appointment button on the Standard toolbar. An Untitled
Appointment dialog box opens |
|
|
·
Type all the
details relating to your appointment. Set an appropriate Reminder and
adjust Show time as: to reflect correct setting ·
Click the Save
and Close button |
|
To put a mail
message in a folder, simply open mailbox and folder that the message is in. The
easiest way to do this is by opening the Folder List (view, folder list)
and then dragging the mail into the folder that you want it stored in.
You can also right click on the mail and select move to folder
and then select the folder that you want and click OK.
If you have moved
it to the wrong location, undo you action by selecting the ![]()
or edit, undo
or Ctrl Z if you have only just moved it into the wrong location.
Otherwise, simply repeat the process and move the mail back to the original
folder by following the steps above.
To create email
folders in Outlook, all you need to do is right click on the Mailbox that you
want to create the folder in.
Select New Folder.
Enter the name of the folder that you want to create in the
Name section.
Select what you want the
folder to contain in the Folder
Contains section. You can choose from:
·
appointment
items
·
contact
items
·
journal
items
·
mail
items
·
note
items
·
task
items
Then select where to place the folder. This is done by selecting the
folder that you want to place it in. You can place it in a mailbox, or an
existing folder within a mailbox.
Creating rules to organise email as it is received
How rules are applied in the Rules Wizard
There are three ways to control how rules are applied in the Rules Wizard:
· When you create a rule, you specify whether the rule is applied when the message arrives in the Inbox or when you send a message. You set these options for each rule.
· After you create multiple rules, you can move the rules up or down in the list to change the order in which they are applied. Rules are applied in the order they appear in the list. Rules that are marked "client only" are applied after all other rules.
· You can specify whether the rule runs automatically or manually. Running rules manually is useful when you want to apply rules to messages already delivered to your inbox or to another folder.
Examples of rules you can create
· Assign categories to messages based on the contents of the messages.
· Set up a notification, such as a message or a sound, when important messages arrive.
· Move messages to a particular folder based on who sent them.
· Delete messages in a conversation.
· Flag messages from a particular person.
· Assign categories to your sent messages based on the contents of the messages.
· Delay delivery of messages by a specified amount of time.
· Redirect a message to a person or distribution list.
· Ask the server to automatically reply to a certain type of message by using a message you've created.
How to Create a Rule
1.
To create rules select Tools, Rules Wizard.
2.
Select New rule.
3.
Select the Type of rule that you want to
create.
4.
Select Next to choose the conditions
that you want to check for in messages.
5.
All the conditions that you specify must be met for
the rule to apply.
6.
Select Next to choose the exceptions to
the rule.
7. Make sure that
the exceptions don’t counteract any other rules that you have in place.
Dealing with attachments and virus precautions
What is a macro virus?
A macro virus is a
type of computer virus that's stored in a macro within a message form script,
template, or other custom item. When you open an item or perform an action that
triggers a macro virus, the macro virus might be activated and transmitted to
your computer.
Security levels in
Microsoft Outlook
Outlook offers three
levels of security:
·
High You can run only macros that
have been digitally signed (Outlook detects a digital signature which verifies
the security of the macro) and that you confirm are from a trusted source.
Before trusting a source, you should confirm that the source uses an
appropriate virus scanner before signing macros, because Outlook opens the
macro without any warning message if the source is trusted. Unsigned macros are
automatically disabled.
·
Medium Outlook displays a warning
whenever it encounters a macro from a source that is not on your list of
trusted sources. You can choose whether to enable or disable the macros when
you open the item. If the item might contain a virus, it is recommended that
you choose to disable macros.
·
Low If you are sure that all the
items and add-ins you open are safe, you can select this option. It turns off
macro virus protection in Outlook, so macros are always enabled when you open
items.
You can change the security level at any time.
Outlook can't scan
your floppy disks, hard disks, or network drives to find and remove macro
viruses, but your network should have adequate precautions in place to scan
these.
To make sure that
your machine is safe the best thing that you can take the following
precautions:
·
Always
have your security level on
High and never trust a source – you can never be too cautious.
·
When
you are prompted to either open or save to disk choose to save to
disk, and put it on your network drive. This will give it the protection that
all your other files have, and save you opening something that contains a
virus.
Understanding and Using Contacts
Using AutoArchive to store old messages
About Archive and AutoArchive
You can quickly complete the same process in Outlook that you would
normally do with large amount of paper files that have accumulated.
·
You can
manually transfer old items to a storage file by clicking Archive on the
File menu,
·
or you can have
old items automatically transferred by using AutoArchive (Items are considered
old when they reach the age you specify).
·
With
AutoArchive, you can either delete or move old items.
Outlook can archive all types of items, but it can only locate files
that are stored in an email folder, such as a Microsoft Excel spreadsheet or
Word document attached to an e-mail message. A file that is not stored in a
e-mail folder cannot be archived.
AutoArchive is a two-step process.
First, you turn on
AutoArchive.
· On the Tools menu, click Options, click the Other tab, and then click AutoArchive.
Second, you
set the AutoArchive properties for each folder that you want archived.
· At the folder level, you can determine which items are archived, and how often they are archived. You can automatically archive individual folders, groups of folders, or all Outlook folders. The process runs automatically whenever you start Outlook. The AutoArchive properties of each folder are checked by date, and old items are moved to your archive file. Items in the Deleted Items folder are deleted.
Turn on AutoArchive
· On the Tools menu, click Options, and then click the Other tab.
· Click AutoArchive.
· To set AutoArchive to turn on when you start Outlook, select the AutoArchive every check box.
· To specify how often the AutoArchive process will run, enter a number in the days box.
· To be notified before the items are archived, select the Prompt before AutoArchive check box.
· In the Default archive file box, type a file name for the archived items to be transferred to, or click Browse to select from a list.
· Now that you have turned on AutoArchive, you must set AutoArchive properties for each folder to activate AutoArchive.
Turn off AutoArchive
1. On the Tools menu, click Options, and then click the Other tab.
2. Click AutoArchive.
Clear the AutoArchive
every check box.
Several Outlook folders are set up with AutoArchive turned on.
These folders and their default aging periods are:
·
Calendar (6
months),
·
Tasks (6
months),
·
Journal (6
months),
·
Sent Items (2
months),
·
Deleted Items
(2 months)
·
Inbox, Notes,
Contacts, and Drafts do not have AutoArchive activated automatically.
The difference between exporting and archiving
·
When you
archive, the original items are copied to the archive file, and then removed
from the current folder.
·
When you
export, the original items are copied to the export file, but are not removed
from the current folder.
·
You can only
archive one file type, a personal folder file, but you can export many file
types.
·
When you
archive, your existing folder structure is maintained in your new archive file.
If there is a parent folder above the folder you chose to archive, the parent
folder is created in the archive file, but items within the parent folder are
not archived.
·
Folders are
left in place after being archived, even if they are empty.
Set AutoArchive
properties for a folder
· Right-click the folder you want to AutoArchive, and then click Properties on the shortcut menu.
· Click the AutoArchive tab.
· To enable automatic archiving of this folder, select the Clean out items older than check box.
· To specify when items should be automatically transferred to your archive file, enter a number in the months box.
· To specify a file for the archived items to be transferred to, click Move old items to.
· In the Move old items to box, type a file name for the archived items, or click Browse to select from a list.
Note To activate AutoArchive, on the Tools
menu, click Options, click the Other tab, and then click AutoArchive.
Retrieve archived items
You can retrieve items from an archive file either by importing the
archive file or by opening the archive file. If you import the archive file,
you move all the archived items back into your mailbox, into the folders from
which they were archived. You can also choose to import the archived items into
a new folder. If you open the archive folder, it is added to your folder list,
and you can manually copy items into the appropriate folders.
Using a Hotmail or mail2web to check your email
If you are out of the
office, it is quite simple to check your email using Hotmail or else mail2web.
Hotmail
To check your email on
Hotmail, you need to have an existing Hotmail address. This can be set up quite
simply by going to http://www.hotmail.com/
and following the prompts.
When you have set up your
account, you log on using your password and then go to the Options area
and selecting POPmail.
You then need to enter the
details of your staff address as follows:
·
POP
Server Name – pophost.anu.edu.au
·
POP
User Name – u1234567 (your employee number)
·
POP
User Password – your HORUS password
- update password can be used later to
change the password that you have entered.
·
You
then need to choose whether to download only new messages, or to leave all
messages on the server.
·
You
can also change the icon that appears to indicate new messages.
Mail2web
Another option for checking your email is to go to: www.mail2web.com . The advantage of this is that you do not need an account to use it, and you can check any address. You just enter your email address and your password. mail2web will automatically guess your mail server address from the e-mail address you provided. This service is not an email service like Hotmail or Yahoo, but an email application which does not capture or store email messages or passwords.
Deleting e-mail messages when using the mail2web application will actually delete those selected messages from your mail server. These deleted messages are not retrievable after they have been deleted. Be very careful how you use this option.
Yahoo Mail User
You can access your
Yahoo account (you@yahoo.com) with secure mail2web using your usual Yahoo
password and increase your security drastically. Be sure that you set your
Yahoo Mail preferences to allow POP3 access. (Go to Mail > Options > POP
Access & Forwarding and select the Web & POP Access option.)
Hotmail User
Unfortunately, you can not access your Hotmail account as there is no POP3 access for Hotmail.
Set sharing permissions for a folder
For
Help on an option, click the question mark and then click the option.
Tip To set permissions for all your Outlook
folders simultaneously, use the options on the Delegates tab (on the Tools
menu, click Options).
Give permission to others to access my folders
You can give someone sharing permission to open and read the contents
of your folders by selecting the reviewer permission when you share a folder.
(For the Outlook Inbox folder, reviewer permission lets the other person delete
your mail as well.) In addition, for Outlook, you can give another person
sharing permission to schedule appointments and meetings for you in Calendar
and to create and modify tasks
for you in Tasks, depending on the permission level you specify for the person.
Outlook folder permissions
You can vary the permission that
you give different people that you choose to give access to your folders.
Different permissions let people perform different functions based on that
permission, or the ‘role’ that you give them.
|
In this role |
You can |
|
Owner |
Create, read, modify, and
delete all items
and files and create subfolders. As the folder owner, you can change the
permission levels others have for the folder. |
|
Publishing Editor |
Create, read, modify, and
delete all items and files, and create subfolders. |
|
Editor |
Create, read, modify, and
delete all items and files. |
|
Publishing Author |
Create and read items and
files, create subfolders, and modify and delete items and files you create. |
|
Author |
Create and read items and
files, and modify and delete items and files you create. |
|
Reviewer |
Read items and files
only. |
|
Contributor |
Create items and files
only. The contents of the folder do not appear. |
|
Custom |
Perform activities
defined by the folder owner. |
|
None |
Not open the folder; you
have no permission. |
Ways to share information in Outlook
There are many different ways to
share information between Office programs. You can make your decision based on
how you want the information to appear in the program, whether you want the
information updated when the source changes, and who you want to share the
information with.
|
Do this |
To |
|
Use copy and paste. |
Make a copy of
information that appears in one program and paste it into another program. |
|
Use drag-and-drop
editing. |
Quickly copy or move
information between two open files. |
|
Use the import and export
feature. |
Use a file created in
another program. |
|
Type the hyperlink
address in the text box of the message. |
Create a hyperlink to a
Web page in a mail message and represent it with coloured and underlined
text. |
|
Use a linked object. |
Copy information from
another file and keep the copied information up to date if the original data
changes in the source file. |
|
Use an embedded object. |
Copy information from a
file created in another program so that you can easily edit the data in the source
program without leaving your current document. |
|
Send a file as an
attachment. |
Send an entire file to
others so they can review and make comments. |
|
Insert the items. |
Send items to others so
they can copy the items to their private folders. |