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Exchange Messaging Outlook
Volume 8, Number 5

 

Greetings! Welcome to Vol. 8, No. 5, 25 Jun 2003, of Exchange Messaging Outlook, a biweekly newsletter about Microsoft Exchange and Microsoft Outlook.

Today's highlights:
  • Organize your Outlook mail
  • Organize: Use Rules Wizard
  • Organize: Use automatic formatting
  • Organize: Use categories
  • Fall Exchange conference planned
  • Office 2003 Beta 2 Refresh update

Regular features:

  • New utilities
  • Updated utilities
  • Other resources

Organize your Outlook mail

Outlook 2003 offers some very cool new tools for organizing your email, but since many people won't see that version for months - if ever - I thought it might be useful to review some of the mail management tools already built into current versions. We'll start with the Organize pane, then look at other built-in features.

Because the toolbar in Outlook 2000 and 2002 contains an Organize button, for some people this may be the first and only organizing tool they use. The Organize tool's main functions are to create Rules Wizard rules and automatic formatting rules for Outlook views without the need for the user to really understand either of those features.

For example, if you click Organize, and then select Using Folders, Organize offers two choices: You can move the currently selected message to a particular folder manually or you can create a rule based on the sender or recipient's email address to move the mail to a folder automatically. This type of rule works very well to organize mail sent to particular email discussion lists, for example.

Under Using Colors, again there are two choices. The second one, Show messages sent only to me in a color, won't work consistently if you have more than one email account in your profile, so I don't recommend it. The first choice is more useful; it allows you to automatically show messages sent to or from a particular person in a specific color in your Inbox.

The third option in the Organize tool, Using Views, merely duplicates the list of views already available on the View | Current View menu.

The fourth option, Junk E-mail, helps you make either a Rules Wizard rule or an automatic formatting rule for the messages that Outlook's built-in junk mail filter identifies as "junk" or "adult content." Since the built-in filter doesn't work that well in the first place, you are probably already running (or should be running) a separate anti-spam filter, so you can skip this feature.

Organize: Use Rules Wizard

If you want to change the rules that the Organize tool creates or experiment with your own, choose Tools | Rules Wizard, and follow the on-screen prompts. The Rules Wizard is largely self-explanatory, but we can offer a few tips to help you use it better:

  • Outlook applies rules in the order they are listed in the wizard. In general, you should add the "stop processing more rules" action to every rule, except in cases where you actually want messages to be processed by multiple rules.

  • If you want a rule to apply to all messages, don't include any conditions. When you click Next to move on to actions, the Rules Wizard will remind you with a prompt that the rule will apply to all messages.

  • You can use the exceptions list on the next-to-last screen of the Rules Wizard to create rules that are a little more complex. For example, in Outlook 2002, you can create a very effective "white list" filter to isolate all mail from unknown senders either in its own folder or with a separate category. Create a rule with no conditions (so it applies to every new message), then set an action to move to a folder or apply a category. Finally, set the exception "except if sender is in <specified> Address Book" and specify your default Contacts folder as the address book. This rule will move or categorize all messages that don't come from someone in your Contacts folder.

Organize: Use automatic formatting

Perhaps you want to tweak the automatic formatting generated by your choices in the Organize tool or feel you have graduated from Organize and want to create automatic formatting rules on your own. To reach those settings for the currently displayed view, choose View | Current View | Customize Current View | Automatic Formatting. A message folder will have several built-in formatting rules you can edit to control the appearance of unread, unsent, expired, and overdue messages. You can also click Add to create a new rule, specifying the condition - similar to the Rules Wizard conditions - and the formatting you want to apply.

Automatic formatting works, by the way, on a table or card view of any Outlook folder. However, for day/week/month views, it works on only on calendar folders and only in Outlook 2002. Instead of the 16 colors available in a table-view rule, you can use the 10 color labels defined for the current calendar folder. For example, I have an automatic formatting rule on my default Calendar folder to show any appointment with the word "birthday" in the subject with the lavender Birthday color label. A second rule marks any appointment with the category "Holiday" also with the Birthday color label.

Organize: Use categories

One of the best ways to organize your mail is by category. If you give your categories names that reflect the priority of each category, you can group your Inbox by category to get a prioritized list of mail that needs action. You can apply a new category to selected messages by right-clicking and choosing Categories.

A more powerful method is to use Rules Wizard rules to assign categories as new messages arrive, generally by sender. For example, you might assign one category to mail from members of your immediate family and a different one to those messages from your boss. Kaitlin Duck Sherwood explained this concept in detail in her book "Overcome Email Overload with Outlook 2000 and 2002" and in earlier EMO issues; you can read her tips at http://www.slipstick.com/outlook/usertips.htm.

Fall Exchange conference planned

No, it's not MEC. With no fall Exchange conference planned by Microsoft, which consolidated Exchange content into the annual TechEd conference held earlier this month, Tech Conferences, Inc. has decided to hold an Exchange conference concurrent with its Windows & .NET Magazine Connections meeting Nov. 2-6, at the Hyatt Grand Cypress in Orlando. I'm planning to be there, giving presentations on Outlook.

So, I'm wondering, what aspects of Outlook 2000 and 2002 are most puzzling or challenging to you? What do you want to know about Outlook 2003, even though your deployment may be months away? If you'd like to see a particular topic covered at the November conference, use this mailto link to drop me a line ASAP: mailto:exconn@slipstick.com .

Office 2003 Beta 2 Refresh update

Technical beta testers of Office 2003 have begun downloading the Beta 2 Refresh (B2R), but it's not available yet for those who ordered the Beta 2 CD kit. We expect to see it any day now, probably at the http://office.microsoft.com site. In the meantime, if you want to test the Beta 2 Refresh but don't have Beta 2 yet, you should go ahead and order the Beta 2 kit from http://www.microsoft.com/office/preview/orderbeta.asp now.

One of the features worth looking at in B2R is the email tracking in Business Contact Manager (BCM), the new COM add-in for Outlook. It keeps track of all email messages sent to or received from a business contact, keeping the message body in the database even if the original message has been deleted.

FYI, if you have been using BCM and plan to install the B2R version, make sure you export your Accounts and Business Contacts first, so you can import them after you install the refresh. This new version changes the database format and can't show the data collected in the original Beta 2 version. (Remember this is *beta* software, folks -- use at your own risk.) You may be able to get at the old data, however, by connecting Microsoft Access to the MSDE database that BCM uses and creating linked tables.

Other pleasant additions include refinements to Outlook's new and more robust junk mail filter: You can right-click a message and add not just the sender's address to your list of "safe senders," but also the sender's entire domain. The Junk E-mail folder also now comes with an Empty command on the right-click context menu that permanently deletes all the items in that folder.

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New Utilities

ADVANCED EMAIL TRACKER
http://postofficer.com/aet/index.htm
Add-in for Outlook 2000 and later to add new tracking options -- automatic read receipt , manual read receipt, and server-based message retrieval.

CONCEPT MANAGER FOR POWER TOOLS
http://www.nemx.com/products/powertools/index_conceptmanager.asp
Enhancement for the same company's Power Tools product to add more robust anti-spam filtering by examining the entire structure of the message, not just keywords.

SALESFORCE.COM MICROSOFT OUTLOOK EDITION
http://www.salesforce.com/us/products/outlook.jsp
Log sent and received email messages and log them into the Salesforce.com hosted customer relationship management service. Users can also keep Outlook contacts, tasks, and activities up to date in Salesforce.com.

TEAMPLATE
http://www.teamplate.com/internal/product/exchange.asp
Enhances workflow with Exchange, Outlook, and other enterprise-level applications.

WYNCS
http://www.wyncs.com/
Web site software to synchronize calendar, contact, task, and other data to Outlook or Palm Desktop. Site visitors will need to install a small plug-in. SDK available for developers who want to drive synchronization from a database.

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Updated utilities

CONTACTGENIE IMPORTER
http://www.contactgenie.com/
Version 1.2.20 of this import tool for Outlook contacts adds support for importing from Access queries or linked tables.

FOOTPRINTS FOR EXCHANGE
http://www.unipress.com/footprints/exchange.html
Version 6.0 of this issue management solution for Exchange adds a web-based calendar that can send and synchronize appointments with Outlook, plus many new workflow templates and other features.

OUTLOOK YEAR VIEW CONTROL
http://www.planetsoftware.com.au/products/yearview.aspx
Version 1.5 of this ActiveX control displaying a full year view of Outlook appointments improves category handling, provides more printing options, and improves compatibility with non-English regional settings.

SECURIQ SUITE
http://www.group-technologies.com/en/
Version 3.0 of this anti-spam, virus filtering, and disclaimer tool adds support for Exchange 2003.

SMARTDL
http://www.imanami.com/products/smartdl/index.htm
Version 3.0 of this tool for building distribution lists adds support for Active Directory without Exchange Server; building lists from files, databases, or other external sources; improved performance, more scheduling options, a better query designer, and many other features.

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Other resources

ADM UPDATE TO PERMIT THE CACHING OF INCOMING SMTP MESSAGES AS IPM.NOTE
http://support.microsoft.com/?id=817809
Exchange 2000 hotfix that restores the Exchange 5.x behavior of have messages mailed to public folders stored with the IPM.Note message class, rather than IPM.Post. (This issue is described in more detail at http://support.microsoft.com/?id=292484. Adds a new registry value. Slipstick.com visitor Dave Mills identified an error in the article: The new registry value that you need to add is not Incoming, but Incoming Defaults To IPM.Note. Dave also said that he needed to restart the Exchange store to make the change take effect.

CHANGING THE DISPLAY ORDER IN THE EXCHANGE 2000 ADDRESS LIST
http://www.msexchange.org/pages/article.asp?id=565
Detailed article with screen shots showing how to display the GAL in last name, first name order.

TO PRINT AN EXCHANGE 5.5 DISTRIBUTION LIST
http://www.slipstick.com/contacts/print55dl.htm
How to print a list of GAL DL members by copying them to an Outlook 2000 DL.

XL2002 HOW TO SEND A RANGE OF CELLS USING VBA
http://support.microsoft.com/?kbid=816644
How to use the MailEnvelope object in Excel 2002 to send a range of cells in the body of a mail message.

New code samples at http://www.outlookcode.com:

Don't send message if attachment is missing http://www.outlookcode.com/codedetail.aspx?id=126

Delete old appointments en masse http://www.outlookcode.com/codedetail.aspx?id=106

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ISSN 1523-7990
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Updated Jul 30 2006

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