Outlook Web Access 2003 Procedure Guide
The Outlook Web Access is a full-featured e-mail client, with support for
rules, spelling checker, signed and encrypted e-mail, and many other features.
The interface is also designed to provide an enhanced user experience similar to
that of Outlook 2003, including a new Reading Pane (previously called the
Preview Pane in Outlook) and improved Navigation Pane.
Click on a feature below for more information about it.
New User Interface
Selecting a Color Scheme
Reading
Pane
New Two-Line View
Message Flagging
Shortcut Menus
Setting the Number of Messaged Displayed Per Page
Deferred Refresh of Views
Accessing Search Folders (Saved Searches)
Notifications
Public Folders
Logging Off
Keyboard Shortcuts
Creating Rules
Spelling Checker
Using Tasks
Deleting and Skipping Tasks
Message Signatures
Viewing User Properties
Removal of Recipients
Adding a Sender or Recipient to Contacts
Selecting a Default Font
Web Beacon Blocking
Blocking Attachments
Filtering Junk Email
Item Window Size
Setting Reminders
Forwarding Meeting Requests
Composing Messages to Recipients From the Address Book
Changing Your Password
New User Interface
Outlook Web Access now more closely matches the Outlook 2003 user interface
(Figure 2.6). This section provides detailed information about the new user
interface features and options.
Figure 2.6 New Outlook Web Access interface (Outlook Web Access Premium)
Selecting a Color Scheme
Outlook Web Access now allows users to select a color scheme for their Outlook
Web Access experience. Figure 2.7 shows the available color schemes.
-
Olive Green
Burgundy
Silver
Dark Blue
Default (Blue)
Figure 2.7 Outlook Web Access color schemes
To change the color scheme for Outlook Web Access
-
1. In Outlook Web Access, in the
Navigation Pane, click the
Options icon.
2. Under
Appearance, select a color from the drop down list.
3. Click
Save and Close to save your color scheme.
Reading Pane
The improved Reading Pane (previously called the Preview Pane in Outlook)
displays the e-mail message in the right pane. Essentially, the Reading Pane
enhances readability and provides the user with more information on the page.
Users can easily switch to the classic bottom Reading Pane or turn the pane off
entirely. Reading Pane options are accessed on the Toolbar by clicking the
Show/Hide Reading Pane button.
Note The Reading Pane is not available with Outlook Web Access Basic.
New Two-Line View
Outlook Web Access in Exchange Server 2003 includes a new view for listing the
messages in a folder. This new Two-Line view (Figure 2.8) displays the message
information on two different lines, which allows more information to be
displayed for each message without being cut off. This is especially useful when
using the new Reading Pane.
The following message information is displayed in Two-Line view:
-
From
Subject
Received
Importance
Attachments
Figure 2.8 The Two-Line View
To select the Two-Line View
-
1. In Outlook Web Access, click the
View drop-down list. This list shows the currently selected view and is located
above the Toolbar next to the folder name.
2. Click
Two-Line View.
Message Flagging
In Outlook Web Access, you can now flag messages for follow-up. The new flag
column appears to the right of the message list and allows users to flag a
message, mark a flag as complete, or clear a flag. Six flag colors are supported
(Figure 2.9).
Figure 2.9 Message flagging
You cannot set a reminder for these follow-up flags. These flags simply provide
a visual indicator of which items in the mailbox a user has marked as needing
further action.
Note This feature is not available with Outlook Web Access Basic.
To flag a message for follow-up
-
1. Click the flag next to the message you want. The flag turns red, indicating
that the message has been flagged.
2. To mark a flag as complete, click it again.
3. Alternatively, you can right-click the flag to display a shortcut menu with
more options. Use the shortcut menu to select a different flag color, clear a
flag, or mark a flag as complete.
Note You must use the shortcut menu to clear a flag.
Shortcut Menus
Shortcut menus are now available in Outlook Web Access. You can right-click on
messages, folders, and other objects to display shortcut menus from which you
can select relevant commands (Figure 2.10).
Note This feature is not available with Outlook Web Access Basic.
Figure 2.10 Message shortcut menu
The following sections list the new commands featured in the message and folder
shortcut menus.
Message Shortcut Menu
When you right-click a message in the message list, the following commands are
available:
-
Open
Reply
Reply to all
Forward
Follow Up
Flag Complete
Clear Flag
Mark as Unread
Create Rule
Delete
Move/Copy to Folder
Folder Shortcut Menu
When you right-click a folder in the folder list, the following commands are
available:
-
Update Folder
Open
Open in New
Move/Copy
Delete
Rename
New Folder
Setting the
Number of Messages Displayed per Page
Exchange 2003 Outlook Web Access users can specify how many items are listed in
a view, such as the number of messages listed when viewing a mail folder. By
default, twenty-five items are listed. You can view as few as five to as many as
one hundred items at a time. For users connecting to Outlook Web Access using a
dial-up modem, the number of items should be set to 25 or fewer to maximize
performance.
This option also affects the number of contacts and tasks that display per
page.
To set the number of items listed in a view
-
1. In Outlook Web Access, in the
Navigation Pane, click
Options.
2. Under
Messaging Options, in the
Number of items to display per page
list, select the number of messages that you want to appear in a view.
3. Click
Save and Close.
Deferred Refresh of Views
With the version of Outlook Web Access that shipped with Exchange 2000, every
time a user deletes, moves, or copies a message, the server refreshes the entire
view. For example, if a user has twenty-five messages in their Inbox, and the
user then deletes a message, Outlook Web Access deletes the message, and then
refreshes the view so that twenty-five messages are again listed.
With the version of Outlook Web Access that ships with Exchange 2003, deleted
or moved items are still removed from the message list, but the refresh of the
entire list (in other words, the addition of new items to the view) is deferred
until twenty percent of the items are deleted or moved. Reducing the number of
refresh requests helps to reduce network traffic and enhances the overall user
experience.
The twenty percent threshold is based on the total number of items set to
display per page (as set by the user in Outlook Web Access Options), not the
actual messages count on a page.
For example, if a user requests one hundred messages to display per page, the
message list does not automatically refresh until twenty-one messages are
deleted.
Note This feature is not available with Outlook Web Access Basic.
Accessing Search
Folders (Saved Searches)
In Outlook 2003, you can create special
Search Folders that are saved searches for specific content in your mailbox. For example, you
can perform a search that finds messages from a particular sender, and then save
the search results as a
Search Folder for later use. Search Folders appear in a special section of the Outlook
Folder List.
In Outlook Web Access,
Search Folders appears in the
Folders pane. Search folders only appear in Outlook Web Access if a user creates them
while running Outlook 2003 in online mode against an Exchange 2003 server. You
cannot create search folders in Outlook Web Access.
Note This feature is not available with Outlook Web Access Basic.
Notifications
If you configured Outlook Web Access to notify you of new e-mail or reminders,
the Navigation Pane now notifies you when new items arrive in your Inbox or
active reminders are waiting to be dismissed or set to snooze. To configure
notifications, click Options, and then select the appropriate options under
Messaging Options and
Reminder Options.
Note This feature is not available with Outlook Web Access Basic.
Public Folders
Public folders are now displayed in their own window. In the
Navigation Pane, click Public Folders to launch a new browser window that contains only public folders.
Note This feature is not available with Outlook Web Access Basic.
Log Off
The
Log Off feature has been moved from the Navigation Pane. It is now located on the
right side of the toolbar.
Keyboard Shortcuts
Outlook Web Access now supports more keyboard shortcuts. Table 2.4 lists the
supported shortcuts.
Note This feature is not available with Outlook Web Access Basic.
Table 2.4 Keyboard shortcuts for Outlook Web Access
|
Command
|
Keyboard Shortcut
|
|
Inbox View
|
|
Open a new message window
|
CTRL+N
|
|
Mark selected message as read
|
CTRL+Q
|
|
Mark selected message as unread
|
CTRL+U
|
|
Reply to selected message
|
CTRL+R
|
|
Reply all to selected message
|
CTRL+SHIFT+R
|
|
Forward selected message
|
CTRL+SHIFT+F
|
|
Message Read Form
|
|
Reply to selected message
|
CTRL+R
|
|
Reply-all to selected message
|
CTRL+SHIFT+R
|
|
Forward selected message
|
CTRL+SHIFT+F
|
|
View the next message in the list
|
CTRL+>
|
|
View the previous message in the list
|
CTRL+<
|
|
Message Compose Form
|
|
Save the message
|
CTRL+S
|
|
Send the message
|
CTRL+ENTER
|
|
Check spelling
|
F7
|
|
Check names
|
CTRL+K or ALT+K in S/MIME
|
|
Tasks View
|
|
Create a new task
|
CTRL+N
|
|
Public Folders View
|
|
Create a new post
|
CTRL+N
|
|
Reply to a post
|
CTRL+R
|
Support for Rules
In Outlook Web Access, you can now create and manage server-based rules for the
most common mail-management scenarios, such as moving e-mail from a particular
sender or with a particular subject to a specific folder.
Outlook Web Access allows users to edit simple server-side rules created in any
version of Outlook. If an Outlook-created rule is too complex for Outlook Web
Access to render it properly, the rule appears shaded in the Outlook Web Access
user interface for rules management. Although these rules cannot be edited, they
still function.
One or more of the following criteria are used to define the rule in Outlook
Web Access:
-
Who the message is from
The message subject
The importance of the message
Who the message was sent to
Based on these criteria, the following actions can be specified:
-
Move the message to a specified folder
Copy the message to a specified folder
Delete the message
Forward the message to a specified recipient
In addition to creating a new rule, users can create a rule from within an
e-mail message, which creates the rule parameters with information from the
message, such as the subject and sender information. This allows uses to quickly
and easily create rules.
Warning Because of interoperability limitations with Outlook, before an Outlook
Web Access user can create or modify any rules, Outlook Web Access deletes any
rules that have been disabled through Outlook. This does not happen
automatically. When you modify a rule, you receive a warning indicating that
disabled rules will be deleted if you proceed.
If you modify rules from Outlook Web Access, the next time you use Outlook, you
may be prompted to choose between client and server-side rules. To retain the
rules that you created in Outlook Web Access, select server-side rules.
Note This feature is not available with Outlook Web Access Basic.
To create a new rule from Outlook Web Access
-
1. In Outlook Web Access, in the
Navigation Pane, click
Rules. If the
Navigation Pane is collapsed, click the
Go to rules button.
2. On the
Rules page, click
New.
3. On the
Edit Rule page, fill out the criteria and desired action for the rule.
4. Click
Save and Close.
To create a new rule from within a message
-
1. With a message opened, click the
Create Rule
icon. Alternatively, you can right-click a message in the message list, and
then click
Create Rule.
2. On the
Edit Rule page, some criteria are filled in automatically based on the message contents.
Modify the criteria and select a desired action for the rule.
3. Click
Save and Close.
Spelling Checker
Outlook Web Access now includes a spelling checker. The spelling checker is
built into Exchange 2003, so users do not need to run any client-side code or
download additional software.
The spelling checker feature is available whenever users compose a message. The
following languages are supported for Exchange 2003:
-
English (Australia)
English (Canada)
English (United Kingdom)
English (United States)
French
German (post-reform)
German (pre-reform)
Italian
Korean
Spanish
Users select the language for the spelling checker to use. When spelling
checker is first run, users are prompted to select the preferred language. The
language can also be configured at any time.
Note This feature is not available with Outlook Web Access Basic.
To set the spelling checker language
-
1. In Outlook Web Access, in the
Navigation Pane, click
Options. If the
Navigation Pane is collapsed, click the
Go to options button (Figure 2.11).
2. Under
Spelling Options, in the
Select the language of the dictionary to use while checking spelling list, select the preferred language.
3. Click
Save and Close.
Figure 2.11 The Go to options button
To check the spelling in a message
-
1. When composing a message, click the
Spelling button (Figure 2.12).
2. As with other spelling checker software, you are prompted about words that
are not found in the spelling checker dictionary. Choose whether to ignore the
word in question, change it manually, or select from a list of suggested
alternatives.
Figure 2.12 The Spelling button
Tasks
The version of Outlook Web Access that shipped with Exchange 2000 did not
support tasks. Although you could view existing tasks, they were displayed as
e-mail messages and could not be edited. In Exchange 2003, Outlook Web Access
now supports tasks (Figure 2.13). You can create and manage new tasks or manage
tasks that have already been created in Outlook.
Figure 2.13 Outlook Web Access Tasks view
Some of the task features that are now available include:
-
Support for recurring tasks
Mark tasks complete
Modify percent complete
Task status
Due date
Attachments
Priority
Start date
Mileage
Billing information
Work hours
To work with tasks in Outlook Web Access
-
1. In Outlook Web Access, in the
Navigation Pane, click
Tasks. If the
Navigation Pane is collapsed, click the
Go to tasks button.
2. Click
New
to create a new task, or right-click an existing task and click
Open.
3. On the
Task page, edit the desired fields, and then click
Save and Close.
If you have worked with tasks in Microsoft Outlook, the new task support in
Outlook Web Access should be very familiar.
Deleting and Skipping Tasks
In Outlook, when a user attempts to delete a recurring task, the user must
decide whether to delete a single occurrence or the entire recurring series.
In Outlook Web Access, the delete command always deletes the entire task
series. However, you can skip an individual occurrence by clicking the
Skip Occurrence
button on the Task toolbar.
Task Requests Not Supported
In Outlook, you can use the Task Request feature to assign tasks to other
users. Outlook Web Access does not support this feature. Furthermore, in Outlook
Web Access, users cannot process Task Requests sent from Outlook or update any
delegated tasks they have already accepted in Outlook.
Outlook Web Access does allow you to delete Task Requests or previously
accepted delegated tasks; however, the task assigner does not receive
notification that the deletion occurred.
Message Signatures
With Outlook Web Access for Exchange Server 2003, you can create a personal
signature that can be added to outgoing messages automatically or inserted into
individual messages manually. To customize your signature, you can modify the
font color, style, and alignment.
Note You can only have text for signatures in Outlook Web Access Basic.
To create your signature
In Outlook Web Access, in the
Navigation Pane, click
Options. If the
Navigation Pane is collapsed, click the
Go to options button.
-
1. Under
Messaging Options, click
Edit Signature.
2. On the
Signature page, edit the signature text and style.
3. Click
Save and Close.
To add your signature to all outgoing messages automatically
-
1. In Outlook Web Access, in the
Navigation Pane, click
Options. If the
Navigation Pane is collapsed, click the
Go to options button.
2. Under
Messaging Options, select the
Automatically include my signature on outgoing messages check box.
3. Click
Save and Close.
To insert your signature into a specific message
-
With the desired message open, on the toolbar, click the
Insert Signature button.
Viewing User Properties
Outlook Web Access now allows you to view user name properties that were
resolved from the Exchange global address list (GAL). The property information
is a subset of what is displayed in Microsoft Outlook.
The following properties are displayed in Outlook Web Access:
-
First Name
Initials
Last Name
Display Name
Alias
Address
City
State
Postal Code
Country/Region
Title
Company
Department
Office
Phone