Outlook 2007 - An Introduction to Calendar

Version 2007 for Windows

Table of Contents

Introduction   Return to Top

Microsoft Outlook offers an integrated package, with e-mail, calendar, address book, directory, tasks, and notes – all rolled into one program. Microsoft also offers a web interface called Outlook Web Access (OWA). OWA 2007 has the same look and feel as the desktop version of Outlook.

People often interchange “Outlook” and “Hawkmail”. Outlook is really a combined e-mail and calendar client.  Hawkmail is the mail and calendar server, where the messages and appointments are stored.

Some examples of things you can do with Outlook are:

  • Send, receive, and store e-mail messages
  • Create a contact, note or appointment directly from an e-mail message
  • Get a reminder before a meeting
  • Store, organize, and share names, addresses and other information about your business and personal contacts
  • Filter junk e-mail and organize e-mail messages you wish to keep
  • Maintain a personal calendar of appointments, events, and meetings
  • Schedule meetings and check who will be attending
  • Schedule individual and repeating calendar entries
  • Schedule group meetings and resources
  • Check for conflicts and conduct free-time searches
  • View other users' calendars for busy and free times
  • Control access to your calendar (e.g., other users)
  • Assign delegates, resource delegates, enter notes, and track tasks
  • Create address books for personal and shared use
How do I sign in?   Return to Top
  1. Double-click the Outlook Icon.
  2. A Sign-In dialog box appears for each Account configured in the Send/Receive Groups.
  3. Enter your Password for the account displayed in the dialog box.
  4. Click OK.

Note: You will not get prompted for a password if you sign-in on your computer using Active Directory. Signing in to your computer will sign you in to Outlook.Most people will only have one account configured in the Send/Receive Groups.

 How do I view my calendar if it's not showing?   Return to Top

Open the Calendar Pane by doing one of the following:

  • On the Navigation Pane | click the Calendar button Calendar button.
          Or
  • Press CTRL + 2.
          Or
  • From the Go menu | select Calendar.
 How do I open my calendar in a separate window?   Return to Top
  1. On the Navigation Pane | Right-Click the Calendar button Calendar button near the bottom.
  2. Choose Open in New Window from the pop-up menu.
 How do I quit the program?   Return to Top
  • Select File | Exit to exit from Outlook.
          Or
  • Click the Red X in the upper right corner of the Outlook application.

Note: Outlook is a client/server application that operates in real-time. Therefore, your calendar is updated automatically and you do not have to save your work -- this is done automatically.

 How do I change my password?   Return to Top

To change your Password for Outlook you must change your HawkID password on the Change HawkID Password Page.

  1. Go to: http://hawkid.uiowa.edu/
  2. Click the Change Password link or the password change wizard link.
 How do I change the view (day/week/month) in my calendar?   Return to Top

Choose one of these three buttons on the toolbar to view your calendar in the Day, Week, or Month views respectively.

TIPS: In the Day and Week views, to resize the calendar time intervals, Right-click the Timeline on the left side of the calendar window and select the time interval from the pop-up menu.

To display the day view of a particular day, click anywhere on the display for that day (in Week, Week or Month view) and then click the Day button on the Standard toolbar.

Clicking on the Today button Today button will always take you to the current date. If you are in the Week view and you click the Today button, the current week will display.

In the Month view, click the Today button to display the current month. In the Month view, a downward-pointing triangle will indicate that a particular day contains more information than you can see.

 How do I view a certain day in my calendar?   Return to Top

In the Calendar view:

  • From the Menu bar, select Go | Go to Date and select the date you want and which view you want. Click OK.
          Or
  • Press CTRL + G and select the date you want and which view you want. Click OK.
          Or
  • On the Navigation Pane, select the date you want from the calendar display in the upper left corner. Navigate forward or backward a month at a time using the arrows to the left and right of the month displayed.
 How do I create a basic appointment?   Return to Top
  1. In the Day view or Work Week view, click within a desired time frame.
  2. Type the title of your entry, e.g., 'review literature'.
  3. Press Enter.

TIPS: The duration of entries created by this method depends upon the time interval you have set. For example, if your intervals are set at 15 minutes and you create an entry using the 'type and enter method', then the entry duration will be 15 minutes.

You can click and drag across a span of time intervals prior to typing the title of the entry to create a longer appointment time.

Once a calendar entry has been created, it can be rescheduled by clicking once inside the entry and dragging the entry to the desired time frame and dropping it.

 How do I create a detailed entry?   Return to Top
  1. Start a New Appointment by doing one of the following:
  • Click the New Appointment button New Appointment button on the Standard toolbar.
          Or
  • Double-click on a time block in the Calendar window to open the Appointment dialog box.
  1. Fill in each field: Subject, Location, Start date, Start time, End date and End time.
  2. Decide how to display the time on your calendar - Busy, Free, Tentative, or Out of Office.
  3. Set a Reminder if you want one.
  4. You may type additional notes or details in the notes area.
  5. Click the Save and Close button.

Note: If you select All Day Event the window title changes to Event. If you invite another person or resource, the window title changes to Invited Event.

 How do I add an attachment to my entry?   Return to Top
  1. Select the Appointment tab in the Meeting, Appointment, or Event window.
  2. Click the Insert button on the Standard toolbar and choose Attach Item button.
  3. Locate the file you want to attach to the calendar entry and click the OK button.
  4. Click the Save and Close button.

TIP: When an attachment is added, the file name and associated application icon appear in the appointment notes area.

 How do I set a reminder (pop-up window)?   Return to Top
  1. Select the Appointment tab in the Meeting, Appointment, or Event window.
  2. Check the "Reminder:" box.
  3. Click the down arrow in the time box to select the amount of time prior to the appointment that you would like a reminder.
  4. Click the Save and Close button.

TIP: As long as Outlook is minimized, the Pop-up window will pop up while other programs are running. Pop-up windows can be snoozed like an alarm clock after they go off.

 How do I edit an entry?   Return to Top
  1. Select the entry that you want to edit:
  • Double-click the calendar entry.
          Or
  • Right-click the calendar entry and choose Open from the pop-up menu.
  1. Select the appropriate tab (Details, Reminders, Reply), depending on the changes that you want to make.
  2. Make the necessary modifications.
  3. Click OK.

Note: You can only edit entries that you have created. You cannot edit entries that someone else created. If you want to modify an entry, but you are not the creator, you can use the mail message feature to e-mail a modification request to the creator.

 How do I create a recurring or repeating meeting, appointment or event?   Return to Top
  1. Click the Recurrence button in the Meeting, Appointment, or Event window.
  2. Verify the appointment Start time, End Time and Duration.
  3. Select the Recurrence pattern - Daily, Weekly, Monthly or Yearly, and then fill out the frequency information on the right half of the Recurrence pattern.
  4. Set the Range of recurrence - Start Date and End Date (No end date, End after ## occurrences, or End by specific date.)
  5. Click OK.
  6. Schedule the remainder of the meeting as usual then click Send or Save and Close.

Note: When you modify the Occurrence series to add or remove dates, any exceptions, i.e., any modifications to individual occurrences of the series, will be lost and all occurrences will be set to match the entry you are modifying. As an example, when you attach a different agenda to each meeting in a recurring series, and then modify the series to add more meetings, all of the attachments are lost. It is best to start a new recurrence series rather than modify the existing one.

 How do I edit a recurring entry?   Return to Top
  1. Open an instance of the recurring entry by:
  • Double-click the calendar entry.
          Or
  • Right-click the calendar entry and choose Open from the pop-up menu.
  1. An Open Recurring Item pop-up dialog box appears.
  2. Choose to Open this occurrence or Open the series and then click OK.
  3. Make your changes and then click the Save and Close button.

Note: If you choose to modify the entire occurrence, all entries in the recurrence will be modified to match the one you are currently in.

 How do I copy an appointment, meeting or event?   Return to Top

Hold down CTRL key and drag the item to either a new time or to a new date/time. You can then open the new appointment and modify it as needed.

Note: You can not copy recurring meetings.

 How do I delete an entry?   Return to Top
  1. Click on the entry to select it.
  2. Press the Delete key.

Note: You can only delete entries that you have created. You cannot delete entries that you have been invited to.

 How do I print my calendar?   Return to Top
  1. You can print your calendar by doing one of the following:
  • From the File menu, select Print.
          Or
  • On the Standard toolbar, click the Printer button.
  1. In the Print style scroll box, select the way you would like your print to look:
    Daily Style, Weekly Style, Monthly Style, Tri-fold Style or Calendar Details Style, Or Click Page Setup or Define Styles to modify and create your own.
  2. Enter the Start and End dates for the range of days you would like to print.
  3. Click OK.

Note: Open a single meeting the choose File | Print to print it.

 How do I add Holidays, Academic Calendars...?   Return to Top
  1. Open your Folders List by doing one of the following:
  • From the Menu bar, select Go | Folder List.
          Or
  • Press CTRL + 6.
          Or
  • On the Navigation Pane, click the Folder list button Folder List button.
  1. Double-click the Public Folders folder to open it.
  2. Double-click All Public Folders | Double-click All Campus | Double-click UI Schedules.
  3. For example, open the message(s) titled UI Holidays. Note: there are multiple messages based on Holiday Dates. The attached file (UI.HOL) contains University of Iowa Holidays from January 2004 through July 2008 and the attached file (UI2.HOL) contains University of Iowa Holidays from September 2008 - July 2012.
  4. To import the holidays into your Outlook calendar, double-click on the attachment.
  5. Select Open.
  6. Check the University Holidays box.
  7. Click OK.

Note: If you do the import of the same holiday file more than once, you will get duplicates.

 All Day Events   Return to Top

An All Day Event is an appointment without a start time or an end time. It can last one day or multiple days. e.g., holidays, vacations, days on call.

  • To create an All Day Event in the Appointment window check the "All day event" box.
          Or
  • Drag an existing appointment to the shaded area just under the date of the event on the calendar display.

You can set the "Show time as" option to Free, Tentative, Busy, or Out of Office. Choosing Busy, Out of Office or Tentative will mark the time for the entire day.

Note: Reminders for All Day Events are generated at the beginning of the day. They can not be associated with a particular time of day. Use a standard appointment with a reminder set and Show time as Free to do this.

 How do I invite others to a meeting?   Return to Top
  1. Start a New appointment as you normally would and fill in the details as needed on the Appointment tab.
  2. Click on the Scheduling Assistant tab.
  3. To invite attendees, click the Attendees button in the lower left corner of the window.
  4. Select a name from the list. To find a person's name, type their name in the "Search" box. This works best when you type the last name first. (e.g., jones, tom.)
    If you want to invite people not listed in the GAL (Global Address List), click the 'Address Book' drop down and choose either Contacts or Distribution Lists.
  5. Select each name and click the Required, Optional, or Resources buttons at the bottom of the Select Attendees and Resources window.
  6. Click OK.
  7. You can choose an open time from the 'Suggested Times' located in the lower left of the window or you can choose the meeting date and time manually.
  8. If you did not schedule a room, you may want to enter a location in the Location field.
  9. Select any other options.
  10. If the meeting is recurring, click the Recurrence button. Set the Recurrence pattern, and Range of recurrence options and click OK.
  11. Click Send. The meeting invitation is sent to all attendees.
    Note: If you do not want to receive responses, on the Attendees pane select the Responses drop down and deselect Request Respone.

Note: Always send Notification about a meeting request or modification (e.g., Send Update) to ALL Attendees. Otherwise the meeting or the meeting update will not appear on their calendar. When you modify a meeting, if you cannot see the Send Update button.

 

 How do I schedule a group?   Return to Top
  1. Create your Meeting or All Day Event as normal.
  2. Click the Invite Attendees button on the Action tab.
  3. Select the Individual person or select a Distribution List from the GAL or from your Contacts.
  4. You can click the + (plus sign) in front of the Distribution List to expand out the Distribution List to see each individual and their Free/Busy times or leave it collapsed to see a cumulative Free/Busy display.
    Note: If you expand a Distribution List, you won't be able to collapse it again.
  5. Finish the Meeting as normal.
 How do I search my calendar for an appointment?   Return to Top
  1. Go to the 'Search Calendar' bar (top right of your calendar window) or Press Ctrl + E.
  2. Enter your Search Criteria in the drop-down box.
  3. A list of appointments that match that text will display.
  4. Double-click on the meeting to open the details of the appointment.
  5. Close the appointment and click on the Calendar button to go back to your calendar.

 

 How do I search for a meeting that I scheduled?   Return to Top
  1. Click on the double arrows pointing down to the right of the ''Search Calendar' bar (top right of your calendar window) or Press Ctrl + E.
  2. Enter your name (e.g., doe, jane) in the Organizer field.
  3. A list of appointments that you are the Organizer for, will display.
  4. Double-click on the meeting to open the details of the appointment.
  5. Close the appointment and click on the Calendar button to go back to your calendar.

Note:  With the advanced search you can also search by Location, Body, Subject or Add Criteria.

 How do I open another person's calendar?   Return to Top

Note: You can only open another person's calendar if they have Shared it with you or given you Delegate permissions.

  1. You can open another person's calendar a number of ways:
  • In the Calendar Navigation Pane, click the Open a Shared Calendar link and enter the person's name, (last name first) or enter their HawkID and click OK.
          Or
  • Select File | Open | Other User's Folder and enter the person's name, (last name first) or enter their HawkID. Choose Calendar in the Folder type: drop down box and| click OK.
  1. The person's calendar will appear beside yours in the View Pane.

Note: Once a person's calendar has been opened, their name will appear in the Calendar Navigation Pane under Other Calendars. To remove a person from this list: right-click the name and select Remove from Other Calendars from the pop-up menu.

 How do I check for conflicts or find available times to schedule a group meeting?   Return to Top
  1. Open an existing Meeting or create a New Meeting by doing one of the following:
  • Double-click on the meeting on your calendar.
          Or
  • Right-click on the meeting then select Open.
          Or
  • Click the New button on the Standard toolbar.
  1. Click on the Scheduling Assistant tab.
  2. To Add Attendees:
    1. Click the Invite Attendees button.
    2. Click on the Address Book on the Attendees pane.
    3. Select names from the Global Address List (GAL),  or click on the drop down to choose names from Contacts or Distribution List.
    4. After selecting each name, click Required, Optional, or Resources to add them to the meeting.
    5. Click OK to get back to the Scheduling Assistant tab.
  3. The Free/Busy time will display on the timeline to the right of each attendee or you can choose an open time from the 'Suggested Times' on the lower left of the window.
  4. Click Send to finalize the meeting.

Note: You will only be able to see the free/busy times for a person if they have chosen to publish it.

 View Group Schedules button   Return to Top

You can save a Group Schedule profile for a group of people who's schedules you need to see often.

  1. Click the View Group Schedules button View Group Schedules button on the Standard toolbar.
  2. Click New then Type a name for the new Group Schedule then click OK.
  3. To Add Members:
    1. Click the Add Others button.
    2. Choose Add from Address Book.
    3. Select names from the Global Address List (GAL), or click the Address Book drop down list to add people not listed in the GAL.
    4. After selecting each name, click Required, Optional, or Resources to add them to the meeting.
    5. Click OK.
  4. Click Save and Close.
  5. You can then Open the View Group Schedules and the group you created to quickly see their schedules.

Note: You will only be able to see the free/busy times for a person if they have chosen to publish it.

 How do I search for free time?   Return to Top
  1. Open an existing Meeting or create a New Meeting by doing one of the following:
  • Double-click on the meeting on your calendar.
          Or
  • Right-click on the meeting then select Open.
          Or
  • Click the New button on the Standard toolbar.
  1. Click on the Scheduling Assistant tab to see the free/busy times of those people invited to the meeting.
  2. Set the length of the meeting - enter the start and end times.
  3. The Free/Busy time will display on the timeline to the right of each attendee or you can choose an open time from the 'Suggested Times' on the lower left of the window.
  4. The first time slot that is open will be selected.

Note: You will only be able to see the free/busy times for a person if they have chosen to publish it.

 Publishing Free/Busy information   Return to Top

When others plan meetings, they may need to view the times when you are busy, free, or out of the office. The default in Outlook 2007 is to publish 2 months in the future.
We recommend changing the default to publish the maximum of 36 months.

  1. Choose Tools | Options.
  2. Click the Calendar Options button on the Preferences tab.
  3. Click the Free/Busy Options button near the lower left corner.
  4. Click the Other Free Busy button under the "Read" permissions.
  5. Choose a time period to publish your information on the server.
    We recommend to set Publish 36 month(s) of Calendar free/busy information on the server.
    Leave Update Free/Busy information on the server every 15 minutes.
  6. Click OK 4 times.
 Can I hide my Free/Busy information   Return to Top

You can choose to not publish your Free/Busy information to the server; however, someone can still invite you to a meeting.

  1. Choose Tools | Options | Calendar Options | Free/Busy Options.
  2. Click the Other Free Busy button under the "Read" permissions.
  3. Set Publish to 0 (zero).
  4. Set Update free/busy information on the server every _ minutes to 15.

This will inhibit the publishing and/or searching of Free/Busy information for your calendar.

Note: You can still give a person rights to your calendar (Sharing or Delegate), but they cannot do a Free/Busy search against it.

 How do I see who accepts my meeting?   Return to Top
  1. To track responses, double-click the meeting to view it.
  2. Click the Tracking button on the 'Show' pane to see how many people have accepted, tentatively accepted, or declined your request.

Note: You can ONLY track responses for meetings you schedule. You cannot see responses to someone else's meeting.
*** Tracking ONLY works if the attendee sends you a response.

 How do I cancel a meeting I scheduled?   Return to Top
  1. Open the meeting you want to cancel.
  2. Select Cancel Meeting from the Actions pane.
  3. Click the Send cancellation button.
  4. The meeting is removed from your Calendar.

Note: We recommend that you Always send a cancellation notice, because if you do not, the meeting attendees will not know the meeting has been cancelled and it will still appear on their calendars.

Note: If you do not want to receive responses, uncheck Request Responses on the Responses dropdown on the 'Attendees' pane.

 What do I need to do with a meeting request?   Return to Top

When someone schedules a meeting and you are invited to attend, you will receive an e-mail message stating the time, date, and location of the meeting.

You will see the following buttons at the top of the email message: Accept, Tentative, Decline, Propose New Time and Calendar:

Invitee buttons

  • Accept - Accept the meeting and add it to your Calendar.
  • Tentative - Tentatively accept the meeting and add it to your Calendar.
  • Decline - Decline the meeting and not add it to your Calendar.
  • Propose New Time - Propose a new date/time for the meeting.
  • Calendar - View the appointment in your Calendar before responding.

You should click one of the buttons (Accept, Tentative Decline or Propose New Time) for each meeting you are invited to attend.

Always send a response to the meeting organizer by clicking one of the buttons above. Otherwise they can not tell if you plan to attend the meeting, decline it or mark it as tentative.

Note: If you want to change your response to a meeting request, right-click either the original e-mail message requesting the meeting or the meeting in your Calendar. A shortcut menu appears. Click Accept, Tentative, Decline, or Propose New Time.

 How do I propose a new meeting time?   Return to Top
  1. Click the Propose New Time button at the top of the meeting request.
  2. Choose either 'Tentative and Propose New Time' or 'Decline and Propose New Time'.
  3. Select a New Time for the meeting.
    Note: Be sure to keep the meeting duration the same as the original.
  4. Click the Propose Time button in the lower right of the window.
  5. Type a message to the Meeting Organizer.
  6. Click Send.
 How do I accept a new meeting time?   Return to Top
  1. Double-click the New Time Proposed e-mail message to open it:
  • You can click the Accept Proposal button to accept the proposed time.
    Or
  • Click the View All Proposals button to see if there are more proposed times on the Scheduling tab. (see steps 2 & 3 below.)

Or

  1. Double-click the meeting on your calendar to open it. | click the Scheduling Assistant tab to see if there are more proposed times on the schedule.

Then on the Scheduling Assistant tab each proposed new time will show up at the top of the window.

  1. Click on each to see the Proposed time on the Free/Busy display.
  2. With the meeting time that you want highlighted, click the Send button to notify attendees of the new time.
 How do I view a list of who was invited to a meeting?   Return to Top
  1. Open the Meeting by doing one of the following:
  • Double-click on the meeting on your calendar.
          Or
  • Right-click on the meeting and then select Open.
  1. Click on the Scheduling Assistant tab to see a list of who was invited to the meeting.

Note: Only the person who scheduled the meeting will be able to see who has accepted or declined the meeting.

 How do I search for and schedule a resource in Outlook?   Return to Top

A resource is a thing that you schedule instead of a person. Resources are conference rooms, projectors, laptops, etc.

  1. Select the Scheduling Assistant tab in the meeting window.
  2. Click the Add Others button.
  3. Type in RES- to jump to the resource names.
    Resources in the IOWA domain begin with RES- and then the abbreviation for the building or office the resource is associated with. (e.g., RES-LC128A or RES-LCprojector)
  4. Select Resource Name from the Global Address List (GAL).
  5. After selecting each name, click the Resources-> button to add it to the meeting.
  6. Click OK to get back to the Scheduling Assistant tab.
  7. Click Send or Send Update.
  • When a resource is properly scheduled, a Resources Booked confirmation window will appear stating: The resources for the meeting were successfully booked. Click OK.
    We do NOT recommend checking the 'Please do not show me this dialog again' box. It is best to see this message each time to verify that it is booked correctly.
    The Tracking tab for the meeting will show Accepted for the Resource Response.
  • If the resource is set up to allow only one booking and it is already booked you will receive an Outlook Error message stating: "resource name" is already booked for the specified time. You must use another time or find another resource. Click OK then Remove the current resource and choose another.
  • When you accidentally schedule a resource as an Attendee, you will not receive any message and the Tracking tab will show None for the Resource Response.

Attendees

Warning: Be careful to ALWAYS schedule the Resource as a Resource and NOT as an Optional or Required Attendee.

Note: A properly scheduled resource will appear with a green house Green house icon in front of it on the Scheduling tab. Change the Attendee type, click the Attendee type icon on the left of the Attendee or Resource name, then click the appropriate type, Required Attendee, Optional Attendee or Resource.

A Resource can be set up to automatically accept meeting request and process cancellation, automatically decline conflicting meeting request, and automatically decline recurring meeting requests. It can also be set up so only certain people can schedule the resource. See the ITS Hawkmail web page for information on Requesting a Resource and Managing a Resource.

 How do I control what others see of my calendar?   Return to Top

The default in Outlook 2007 is that people can see your Free/Busy times, but NOT the details for your calendar appointments. (see Publishing Free/Busy Information above.)

However, you can give someone permission (e.g., access rights in Corporate Time) to your calendar so that they can view your calendar appointment details and/or manage your calendar.

There are 2 ways to give a person permissions to your Calendar.

  • You can Share your Calendar to allow others to read, modify, create or delete information on your calendar so they can more effectively plan meetings with you.

            Or

  • You can assign Delegate permissions to allow a person to act on your behalf. They can schedule, send, receive, and accept meetings or e-mail on your behalf, or manage your private information.  Usually only 1 person is a delegate.
 Granting access to my calendar and other Outlook folders.   Return to Top

If you would like to give a person permission to access a folder in Outlook (e.g. Calendar), you need to give the person permission to access each Folder/Subfolder you want to share. The process for sharing your Calendar, Mailbox and your Individual folders is the same.  Choose from set permission levels or create custom permissions.

  1. To set Share Permissions on your calendar, Open the Calendar Properties - Permissions window by doing one of the following:
  • In the Folder List Navigation Pane, Right-click the Calendar folder and select Properties from the pop-up menu.
          Or
  • In the Calendar Navigation Pane, under My Calendars, Right-click your Calendar folder and select Properties from the pop-up menu.
  1. Select the Permissions tab.
  2. Select the Add button.
  3. Select the person you wish to give permission to from the address list and press the Add button.
  4. Press the OK button.
    To add a group of people as a collective group, select a Distribution List.
  5. Click on the person's name and select the appropriate permissions from 'Permission Level:' drop down list. (e.g., Owner, Editor, Author...)
  6. Click the OK button.
    To share additional folders/subfolders, right-click on the folder or subfolder and follow steps 1-7 above.

Note: Any appointment, meeting or event that is marked as private will display with a title of 'Private Appointment' with the time blocked. None of the Share Permissions allow another person to see details for Private Appointments.

Permissions Level

Actions Allowed

Owner

Create, read, modify, and delete all items (item: An item is the basic element that holds information in Outlook (similar to a file in other programs). Items include e-mail messages, appointments, contacts, tasks, journal entries, notes, posted items, and documents.) and files, and create subfolders. As the folder owner, you can change the permission levels others have for the folder. (Does not apply to delegates.)  

Publishing Editor

Create, read, modify, and delete all items and files, and create subfolders. (Does not apply to delegates.) 

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. (Does not apply to delegates.)

Author

Create and read items and files, and modify and delete items and files you create.

Non Editors Author

Read, create, delete own items.

Contributor

Create items and files only. The contents of the folder do not appear. (Does not apply to delegates.)

Reviewer

Read items and files only.

Custom

Perform activities defined by the folder owner. (Does not apply to delegates.)

Free/Busy time, Subject, Location

See free/busy time and location.

Free/Busy time

See free/busy time.

None

You have no permission. You can't open the folder.
 Assign Delegate permissions   Return to Top

Only use Delegates when a person will need to receive/process meeting requests on someone’s behalf.  Limit the number of editor/author delegates to 1 or 2 people.  A manager and delegate should not be configured as delegates for each other.

  1. Select Tools | Options and click on the Delegates tab.
  2. Click the Add button.
  3. The Outlook Global Address List will display. Type the last few letters of the person's last name that you wish to give access to your Calendar or Inbox.
  4. Select the name from the list and click the Add button.
  5. Repeat if you want to add other delegates.
  6. Click OK button.

On the Delegate Permissions screen, you need to give your delegate permission to enter your various folders (Calendar, Tasks, Inbox, Contacts, Notes and Journal). Select the permissions for each folder that you want to share. There are four different levels of permissions you can give:

Permissions Level

Actions Allowed

None

No access to this folder.

Reviewer

User can read items in folder only. Can't make changes. 

Author

User can read items and create new items.

Editor

User has full access to read, create, and modify items.

Check the 'Delegate can see my private items' box if you want to allow the delegate access to items marked private.

  1. After selecting the permissions you wish to give, click on the OK button.
  2. Verify that you have added all of the delegates you wish to give Outlook access by checking the listed name.
  3. Click the OK button On the 'Options' screen, click the OK button.
 Working as a Delegate   Return to Top

Before you are able to access another user's folder (calendar, Inbox...) they must give you access to them. (See Assign Delegate Permissions above.)

  1. Select File | Open and then select Others User's Folder.
  2. Click on the Name icon and then select the person's name that you want Outlook access for and then click the OK button.
  3. By Folder type: use the pull-down menu to select the folder for which you have been given permission (e.g., Inbox, Calendar...) and click the OK button.
  4. A window will now appear that contains the contents of the folder you have permission to use.
  5. Use this folder like you would your own.

Note: To schedule on behalf of the User you are a Delegate for - Click on the People's Calendars then start a new Appointment, or Meeting, or Request . The Other User will be listed as the organizer of the meeting.

The From: box of Items that you've scheduled on behalf of another user will appear with Your Name followed by 'on behalf of the Other Users Name'. (e.g., From: Doe, Jane on behalf of Doe, Tom)

Note: You will not be able to make changes to this user's folder if they have not given you permission.
Each time you launch Outlook, you will need to open the other user's folder. After the first time you open this folder, you will see the person's name listed when you go to the File menu and select Open.

 Remove old calendar items   Return to Top

You can reduce the number of items saved in either one of two ways - archiving or deleting.

  • Archiving moves items from your data file on the Hawkmail server into a backup file on your C: or Network drive. You can configure Outlook to automatically run AutoArchive at specified intervals, or you can manually archive items. See Archive your calendar items.
          Or
  • Deleting removes items from your data file on the Hawkmail server without making a backup. See Delete old items on your calendar.
 Archive your calendar items   Return to Top
  1. Select File | Archive.
  2. Click Archive this folder and all subfolders.
    Note: If you created other calendars below the default calendar, this setting will archive items from all calendars.
  3. In the folder list, select the Calendar folder.
  4. In the Archive items older than list, select the date you want.
    Note: The date this looks at is Last Modified Date, not create date or start date. i.e. This will archive any appointments that occur on the calendar prior to the Archive items older than date that have not been modified on or after the Archive items older than date. Appointments in the future are not archived regardless of when they were last modified.
  5. Select the Include items with "Do not AutoArchive" checked check box, if you wish to include those.
    Note: Selecting this check box will archive everything, including items you have marked as an exception to AutoArchiving.
  6. You can accept the file location where the archive file is saved or browse to a different folder and provide the file name of your choice.  (e.g., c:\users\xxx.Iowa\AppDate\Local|Microsoft\Outlook\archive.pst
    Note: We recommend that you make a note of this location so you can easily find it later, if needed.
  7. Click OK.
    The archive will begin. On the Outlook status bar, you will see the menu Archiving.

Note: A new calendar "Calendar in Archive Folders" will appear.

 Delete old items on your calendar   Return to Top
  1. On the Navigation Pane, click the Calendar button.
  2. From the View menu | select Current View.
  3. Select By Category.
  4. Click on the End column header to sort entries by their end date with oldest appearing at the top.
  5. Select the items that you wish to delete. (Hold down the SHIFT key to select a group or use the CTRL key to select items one at a time)
  6. Press DELETE.

Note: This deletes all items that you selected in your calendar, including holidays. These items will be unrecoverable.

 Where can I go for more Outlook help?   Return to Top

There are several web pages you might try for additional information.

Microsoft Exchange/Outlook & More @ The University of Iowa
http://cs.its.uiowa.edu/Hawkmail/

Hawkmail/Outlook FAQ's (Frequently Asked Questions)
http://cs.its.uiowa.edu/Hawkmail/faq.shtml

Copyright © 2005, The University of Iowa, all rights reserved.
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