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Module 8: Managing Client Configuration and Connectivity

Module 8: Managing Client Configuration and Connectivity. Video. Overview. Configuring and Customizing Outlook 2003 Performing Calendaring Tasks in Outlook 2003 Installing and Configuring Outlook Express Discussion: Managing Client Configuration and Connectivity.

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Module 8: Managing Client Configuration and Connectivity

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  1. Module 8: Managing Client Configuration and Connectivity

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

  3. 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

  4. How Outlook Is Installed and Configured Outlook is automatically installed as part of the Microsoft Office installation 1 Office 2003 install Outlook 2003 install Administrator The user performs any additional customization after the initial profile is defined and Outlook starts 3 Outlook Startup Wizard User The administrator or user uses the Outlook Startup Wizard to perform initial configuration of the Outlook profile 2

  5. Outlook Startup Wizard Administrator User Initial Configuration Tasks to Perform in Outlook Startup Wizard In Outlook Startup Wizard: • 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 • 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: 1 2

  6. Modes for Connecting Outlook 2003 to Exchange

  7. To configure Outlook to connect to Exchange 2003: Access Outlook properties Configure a profile to connect to Exchange 1 2 Practice How to Configure Outlook to Connect to Exchange Server 2003 connect Exchange Server 2003 Administrator

  8. 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 Common Customization Tasks That Users Perform

  9. Common Customization Tasks That Can Be Performed Using Automated Tools You can use automated tools to configure: • 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 customize automatically Administrator

  10. Office 2003 Resource Kit tools: • 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 E-mail Accounts Wizard • The Rules Wizard • The Out of Office Assistant • The Delegates tab Resources Available for Performing Common Outlook Customization Tasks

  11. 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 1 2 3 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. Jo, can you finish the proposal? Practice How to Configure Rules and Out of Office Messages

  12. Practice How to Grant Permission to a Delegate to Access Mailbox Information To grant permission to a delegate: In Outlook, use the Tools menu to configure Options Add delegates with the minimum permissions needed 1 2 Meeting request On behalf of: Samantha Smith grant permission send Samantha Smith Delegate

  13. How to Configure Exchange 2003 and Outlook 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 1 2 3 4 To configure a profile for Outlook 2003 to use RPC over HTTP: 1 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 2 3 4

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

  15. 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

  16. 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 Common Calendaring Tasks

  17. 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 Best Practices for Scheduling Meetings

  18. To schedule a meeting: Configure calendar options Schedule the meeting and send the meeting request 1 2 Practice How to Schedule a Meeting schedule send Meeting Request Location: Room A Subject: Agree on marketing proposal Start time: 9 a.m. End time: 10 a.m. configure

  19. Methods of Sharing Calendars Using Exchange Server 2003 Sam is available to attend a meeting Monday afternoon Samantha Smith

  20. To create a group schedule: In Outlook, use the Actions menu to view group schedules Create and configure a new group schedule 1 2 Practice How to Create a Group Schedule Sam is available to attend a meeting Monday afternoon Samantha Smith

  21. 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

  22. Why Use Outlook Express? 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 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

  23. How Outlook Express Is Installed and Configured Outlook Express is automatically installed as part of the Internet Explorer installation 1 Internet Explorer Outlook Express install install Administrator Any additional customization tasks are performed after the wizard completes and Outlook Express starts 3 Internet Connection Wizard User The administrator or user uses the Internet Connection Wizard to perform initial configuration of Outlook Express 2

  24. 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) Guidelines for Performing the Initial Configuration of Outlook Express

  25. Considerations for Performing Additional Configuration Tasks for Outlook Express

  26. Internet Explorer Administration Kit A collection of programs and tools for customizing Internet Explorer to make supporting Internet Explorer and Outlook Express in a corporate environment easier 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 1 2 3 4 Guidelines for Automating the Deployment of Internet Explorer and Outlook Express

  27. 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 1 2 Outlook Express connect Exchange Server 2003 Practice How to Use WebDAV to Connect Outlook Express to Exchange

  28. 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 1 2 Outlook Express Add News account Add E-mail account Practice How to Add an E-Mail or News Account in Outlook Express

  29. 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 1 2 hide IMAP folders Practice How to Show and Hide IMAP Folders show hide IMAP folders

  30. Read the scenarios Determine possible solutions Discuss your solutions with the class 1 2 3 Discussion: Managing Client Configuration and Connectivity

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