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Proxy Rights – Sharing Calendars in GroupWise 7 To capture proxy rights in GroupWise: 1. Choose ToolsOptions. 2. In the Security Options dialog box, double-click Security, then click the Proxy Access tab. 3. Highlight each person in the Access List. Check the boxes below will denote their access rights. 4. Record those rights in a Word Document or on paper. a) Each user with access rights can be documented by taking a screen shot of this window and pasting the screen shots into a Word document. b) Open a new Word document. c) Return to GroupWise and highlight the first proxy user listed on the Proxy access tab. d) Press Alt+PrntScrn. e) Return to your Word document and press Shift+Insert. f) A screen shot of the proxy rights will appear in the Word document. g) Repeat steps a – f for each user in the proxy access list. 5. Input that information in Outlook Web Access using the PDFs supplied to you via email or through: http://www.nevadaquickconnect.com/umms-learnhow/ To set up proxy rights in GroupWise: 1. Click ToolsOptions. 2. Double-click Security, then click the Proxy Access tab. 3. To add a user to the list, type the name in the Name field, then when the full name appears, click Add User. 4. Click a user in the Access List. 5. Select the rights you want to give to the user: Read: Read items you receive. Write: Create and send items in your name, including applying your signature (if you have one defined). Assign categories to items, change the subject of items, perform task list options on items, and delete items. Subscribe to my alarms: Receive the same alarms you receive. Receiving alarms is supported only if the proxy is on the same post office you are. Subscribe to my notifications: Receive notification when you receive items. Receiving notifications is supported only if the proxy is on the same post office you are. Modify options/folders: Change the options in your Mailbox. The proxy can edit any of your Options settings, including the access given to other users. If the proxy also has Mail rights, he or she can create or modify folders. • Read items marked Private: Read the items you marked Private. If you don’t give a proxy Private rights, all items marked Private in your Mailbox are hidden from that proxy. 6. Repeat Step 4 and Step 5 to assign rights to each user in the Access List. You can select All User Access in the Access List and assign rights to all users in the Address Book. For example, if you want all users to have rights to read your mail, you would assign Read rights to All User Access. 7. To delete a user from the Access List, click the user, then click Remove User. 8. Click OK. Setting Up Proxy Rights in Outlook 2010 1. Right-click the calendar in the Navigation pane and choose Share Calendar Permissions from the fly-out menu. Alternatively, select the calendar and click Calendar Permissions on the tab. 2. In the Properties dialog box, on the tab, click Default to change permissions for all users. In the Permissions section, change settings as needed. Note: To change permissions for a specific user, click and select the user from the Add Users dialog box. Click OK, then change permissions as needed. 3. When finished, click , then OK. To email your calendar: 1. Under My Calendars in the Navigation pane, right-click the calendar you want to email and choose Share Email Calendar. Alternatively, select the desired calendar click Email Calendar on the tab. 2. In the Send a Calendar via Email dialog box, if necessary, select the Calendar, Date Range and amount of Detail you want to share using the appropriate drop-down menus . Click OK. Note: To add additional calendars, under the tab, in the Include group, click Attach Item Calendar. Repeat step 2, above, then click OK. 3. Address and complete the email message and click Send. GroupWise 7 to Outlook 2010 Transition The Original Quick Reference Guides

GroupWise 7 to Outlook 2010 Transition GroupWise 7 to... · Email Rules in GroupWise 7 To capture email rules in GroupWise: 1. Click Tools Rules. 2. In the Rules window, click on

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Page 1: GroupWise 7 to Outlook 2010 Transition GroupWise 7 to... · Email Rules in GroupWise 7 To capture email rules in GroupWise: 1. Click Tools Rules. 2. In the Rules window, click on

Proxy Rights – Sharing Calendars in GroupWise 7To capture proxy rights in GroupWise:1. Choose ToolsOptions.2. In the Security Options dialog box, double-click Security, then click the Proxy

Access tab.

3. Highlight each person in the Access List. Check the boxes below will denote their access rights.

4. Record those rights in a Word Document or on paper. a) Each user with access rights can be documented by taking a screen shot of this window and pasting the screen shots into a Word document.b) Open a new Word document.c) Return to GroupWise and highlight the first proxy user listed on the Proxy access tab.d) Press Alt+PrntScrn.e) Return to your Word document and press Shift+Insert.f) A screen shot of the proxy rights will appear in the Word document.g) Repeat steps a – f for each user in the proxy access list.

5. Input that information in Outlook Web Access using the PDFs supplied to you via email or through: http://www.nevadaquickconnect.com/umms-learnhow/

To set up proxy rights in GroupWise:1. Click ToolsOptions.2. Double-click Security, then click the Proxy Access tab.3. To add a user to the list, type the name in the Name field, then when the full

name appears, click Add User.4. Click a user in the Access List.5. Select the rights you want to give to the user:

• Read: Read items you receive.• Write: Create and send items in your name, including applying your

signature (if you have one defined). Assign categories to items, change the subject of items, perform task list options on items, and delete items.

• Subscribe to my alarms: Receive the same alarms you receive. Receiving alarms is supported only if the proxy is on the same post office you are.

• Subscribe to my notifications: Receive notification when you receive items. Receiving notifications is supported only if the proxy is on the same post office you are.

• Modify options/folders: Change the options in your Mailbox. The proxy can edit any of your Options settings, including the access given to other users. If the proxy also has Mail rights, he or she can create or modify folders.

• Read items marked Private: Read the items you marked Private. If you don’t give a proxy Private rights, all items marked Private in your Mailbox are hidden from that proxy.

6. Repeat Step 4 and Step 5 to assign rights to each user in the Access List. You can select All User Access in the Access List and assign rights to all users in the Address Book. For example, if you want all users to have rights to read your mail, you would assign Read rights to All User Access.

7. To delete a user from the Access List, click the user, then click Remove User.8. Click OK.

Setting Up Proxy Rights in Outlook 20101. Right-click the calendar in the Navigation pane and choose Share

Calendar Permissions from the fly-out menu. Alternatively, select the calendar and click Calendar Permissions on the tab.

2. In the Properties dialog box, on the tab, click Default to change permissions for all users. In the Permissions section, change settings as needed.

Note: To change permissions for a specific user, click and select the user from the Add Users dialog box. Click OK, then change permissions as needed.3. When finished, click , then OK.To email your calendar:1. Under My Calendars in the Navigation pane, right-click the calendar you want

to email and choose Share Email Calendar. Alternatively, select the desired calendar click Email Calendar on the tab.

2. In the Send a Calendar via Email dialog box, if necessary, select the Calendar, Date Range and amount of Detail you want to share using the appropriate drop-down menus . Click OK.

Note: To add additional calendars, under the tab, in the Include group, click Attach Item Calendar. Repeat step 2, above, then click OK.3. Address and complete the email message and click Send.

GroupWise 7 to Outlook 2010 Transition

T h e O r i g i n a l Q u i c k R e f e r e n c e G u i d e s

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2GroupWise 7 to Outlook 2010 Transition

Email Rules in GroupWise 7To capture email rules in GroupWise:1. Click ToolsRules.2. In the Rules window, click on the rules you have created and press the Edit button.

3. Record those rules in their entirety in a Word Document or on paper.a) Each rule can be documented by taking a screen shot of this window and pasting the screen shots into a Word document.b) In the Rules window, click on the first rule you have created and press the Edit button.c) Open a new Word document.d) Return to GroupWise and highlight the first rule listed.e) Press the Edit button. Then, press Alt+PrntScrn.g) Return to your Word document and press Shift+Insert. h) A screen shot of the rule will appear in the Word document.i) Return to GroupWise and highlight the first action for the rule in the Action list and press the Edit Action button.j) Press Alt+PrntScrn.k) Return to your Word document and press Shift+Insert. A screen shot of the action will appear in the Word document.l) Repeat steps i – k for each action in the rule. Repeat steps a – l for each user in the proxy access list.

4. Input those rules in Outlook Web Access using the PDFs supplied to you via email or through: http://www.nevadaquickconnect.com/umms-learnhow/

To set up email rules in GroupWise:1. Open your GroupWise client.2. Click ToolsRules, then click New.3. Type a name in the Rule name field.4. Click the When event is pop-up list, then click an event to trigger the rule.5. If you clicked New Item, Startup, Exit, or User Activated, click one or more

sources for the item. For example, click Received and Posted. Alternatively, if you clicked Filed Item, Open Folder, or Close Folder, click the folder icon, click a folder, then click OK to display the folder name.

6. Click one or more types of items you want the rule to act on in the Item Types list. If you want to further restrict the items affected by the rule, click Define Conditions, click the appropriate options, then click OK. For more information about the options that you can choose from, see Selecting Fields in Advanced Finds and Rules.

7. Click Add Action, then click the action you want the rule to perform. Some actions such as Move to Folder and Reply require you to fill in additional information.

8. Click Save.

Setting up Email Rules in Outlook 20101. Select the Inbox you want to setup a rule for. On the tab, choose

Rules Create Rule.2. In the Create Rule dialog box, check the Sent to box and select an option

(e.g.: me only) from the drop-down menu. You can also check the Subject contains box and add any text that you want to trigger the rule.

3. In the Do The Following section, choose an appropriate action for the selected condition. For example, check the Move the item to folder box, then click to choose a folder location.

4. Click OK when finished. You will be notified that the rule has been created, and given the option to apply the new rule to existing messages. Check the box if that is desired. Otherwise, simply click OK.

To disable a rule:1. On the tab, choose Rules Manage Rules & Alerts.2. In the Rules and Alerts dialog box, uncheck the box beside any rule that you

want to disable.3. Click OK.To edit a rule:1. On the tab, choose Rules Manage Rules & Alerts.2. In the Rules and Alerts dialog box, select the rule you want to edit and click

Change RuleEdit Rule Settings.3. Use the Rules Wizard to make any necessary changes to the rule.To delete a rule: on the tab, choose Rules Manage Rules & Alerts. In the Rules & Alerts dialog box, select the rule and click Delete.

Blocking Junk Mail in Outlook 20101. On the tab, choose Junk Junk E-mail Options.2. In the Junk E-mail Options dialog box, use the settings on the Options tab to

select a protection level, and whether or not you want to be warned about junk mail and want junk mail to be automatically deleted.

3. Use the Block Senders tab to block specific senders. Click to add new senders to the list.

Note: If you block messages from an entire domain (e.g. xyz.com), you can still receive messages from a specific address in that domain (e.g. [email protected]) by adding it to the Safe Senders list.4. Click Apply, then OK when finished.

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3GroupWise 7 to Outlook 2010 Transition

Creating an Automatic Signature in GroupWise 7To capture an email signature in GroupWise:1. Click ToolsOptions, then double-click Environment.2. Click the Signature tab.

3. Copy your Signature from the box on the left.4. Paste the Signature into a Word document. You can also email the signature

to yourself, copy it from your send mail.To set up an email signature in GroupWise:1. Click ToolsOptions, then double-click Environment.2. Click the Signature tab.3. Select Signature, and then click New.4. Type a name for the signature, and then click OK.5. Create your signature in the HTML editor that is provided.6. Select Set as default (if you want this signature to be your default signature).7. Select Prompt before adding (if you want this signature to be your default

signature).8. Click OK.

The Personal Address Book in GroupWise 7Click in the main toolbar to open the Address Book. Then, use the drop-down menu to select the desired address book.To search for an Address Book entry:1. Click the icon to display additional search condition boxes.2. Enter the desired query terms and click Search. Use the available filters to

further refine your search.

Using Frequent ContactsThe Frequent Contacts address book stores any address used in a message. Saved addressed remain in the Frequent contacts address book until it is they are deleted.To select an address from the Frequent Contacts address book:1. Click while composing an item (e.g.: a message).2. Choose Frequent Contacts from the Address Book drop-down menu.3. Search for and select a the name you want to use. Click OK.

Using Personal Address BooksTo create a personal address book:1. Click and choose Address Book Options.2. Click Create. Type a name and a description for the address book.3. Click OK to add the address book to the Personal Address Book list.To add entries to a personal address book:1. Click the address book to open it. Then, click Add Entry.2. Complete all applicable fields on the Person, Resource, or Organization tab

for the etnry.3. Click OK when finished.

Setting Up an Email Signature in Outlook 20101. Choose Options.2. In the Options dialog box, select Mail, then click .3. In the Signatures and Stationery dialog box, click New to create a new

signature. Type a name for the new signature and click OK.

4. Create the signature in the space provided.5. In the Choose default signature section, select the E-mail account (if

necessary) and choose whether to automatically include the signature in new messages and replies.

6. Click OK when finished.

Creating and Managing Contacts in Outlook 2010The Contacts list stores the contact information of your clients and colleagues. You can manually add contacts or create them from the email messages you receive.

Creating a Contact Manually1. In Contacts, click New Contact or press CTRL+N. 2. Enter as much information in the provided fields as possible.Tip: Click the drop-down arrow boxes to add or change contact fields.3. Click Save & Close to save the contact.

Creating a Contact Based on a Received MessageOpen the message in the Inbox. Right-click a name or email address in the From, To, or CC field and choose Add to Outlook Contacts.

Viewing and Searching Your Contact List

Changing the Default Address List View of an Outlook 2010 Address Book1. On the tab, click Address Book in the Find group.2. In the Address Book dialog box, click ToolsOptions.3. In the Addressing dialog box, ensure that Start with Global Address List is

selected.4. Use the when opening the address book, show this address list first drop-

down at the bottom of the dialog box to select the list you want to display first (e.g.: Hospital List).

5. Click OK.

Click to delete the selected contact.

Double-click on a contact to edit their details.

Search your contact list.

Choose different contact views from this gallery.

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4GroupWise 7 to Outlook 2010 Transition

Creating a Distribution List in GroupWise 7To create a new distribution list:1. Right-click a location in the Lists directory and choose NewDistribution List.2. Complete the Distribution List Name and GroupWise Post Office fields.Note: The Distribution List Name field can only contain letters.

3. Select Define Additional Properties and click OK.4. On the Identification page, complete the Description, Visibility, and

Replication Override fields.

5. Click GroupWiseMembership. Then, click Add and select the user, distribution list, directory, or organization roll you want to add. Click OK. The member will be added as a primary recipient, but you can click Participation to change that.

6. Release Step 5 as need to add additional members.7. Click OK when finished.To add members from a distribution list:1. Right-click the distribution list and choose Properties.2. Click GroupWiseMembership. Then, click Add and select the user,

distribution list, directory, or organization roll you want to add. Click OK.3. Release Step 2 as need to add additional members. Click OK when finished.To remove a member from a distribution list:1. Right-click the distribution list and choose Properties.2. Click GroupWiseMembership.3. Select the member you want to remove and click Delete.To rename a distribution list:1. Right-click the distribution list and choose Rename.2. In the Rename dialog box, type a new name and click OK.To delete a distribution list: right-click the distribution list and choose Delete. Then, click Yes.

Creating a Contact Group in Outlook 2010To create a new Contact Group:1. From Contacts, click New Contact Group on the tab in the New group.2. On the Contact Group tab, in the Members group, click Add Members and

choose an option from the menu (e.g.: From Outlook Contacts).

• When adding a member from Outlook Contacts, select a name from the list and click Members for each name that you want to add to the Contact Group. Click OK.

• When adding names from an Address Book, select the Address Book drop-down menu and choose the Address Book containing the name you want to add. Then, select each name you want to add and click OK.

The Contact Group is saved as an entry in your Contacts.To create a Contact Group with names from email messages:1. Select the message you want to copy a name from, then click the name in the To or Cc box.2. Right-click the name and choose Copy.3. From Mail, on the tab, click New Items in the New group and choose Contact Group.4. Type a name for the Contact Group in the Name box. On the Contact Group tab, click Add Members in the Members group, then click From Outlook Contacts or From Address Book.5. In the Select Members dialog box, right-click in the Members box and choose Paste.

Editing a Contact Group in Outlook 2010Viewing Names in a Contact GroupDo one of the following:To view name in an Address Book: click To in a new message. In the Address Book drop-down menu, select the desired address book. Locate and select the name, then right-click the Contact Group and choose Properties.To view names in a message header: click the plus sign (+) next to the name of the Contact Group in the To field. In Contacts, open the Contact Group.

Adding Names to a Contact GroupTo add an address from an Address Book:1. On the Contact Group tab, in the Members group, click Add members and

choose an option.2. Select the desired address book from the Address Book drop-down menu.3. Locate and select the name in the Name list, then click Members. Repeat

this for each name you want to add, then click OK.To add an address that is not in an Address Book:1. On the Contact Group tab, in the Members group, click Add members and

choose New E-mail Contact.2. Type the email address information and click OK.To remove a name from a Contact Group: click the name in the Contact Group and, on the Contact Group tab, click Remove Member in the Members group.

GroupWise 7 to Outlook 2010 Transition: Quick Reference Guide copyright ©2015 Nevada Learning Series USA, Inc. We assume no responsibility for errors or omissions in this guide. GroupWise® and Outlook® are registered trademarks.

ISBN: 978-1-55374-175-6 Printed in Canada