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In Outlook for Mac 2011 Essential Training, author Alicia Katz Pollock provides a comprehensive overview of the full-featured email, calendar, and scheduling application from Microsoft. The course covers the key fundamentals of the program, including sending and receiving email, creating and managing contacts, and scheduling tasks and appointments. It also covers Outlook 2011 organizational features such as the Media Browser, Conversation view, My Day, the Scrapbook, and more.
The first time you open up Outlook for Mac 2011, you'll get this splash screen. It has a Welcome, a little button here for What's New, and instructions for getting started. The first one says, to set up your email or Exchange account, click Add Account. If you want to import data from Entourage or other email applications, we'll click Import and we'll do that in a later video. If you'd like to make Outlook the default application for your email, calendar, and contacts, go ahead and put a checkmark in this box here. If you are also going to be using Apple Mail, for example, Outlook will be your work account and Mail will be your personal email, you may consider leaving this box unchecked, since Mail is fully integrated across your computer including iLife.
That way you'll still be able to use your Mac's built-in Mail integration, giving you the best of both worlds. We are going to turn it on. So let's start with making an Exchange account, a corporate account that you would use in your workplace. I'll click Add Account and it gives us this window. To get started, select an account type. An Exchange account or a standard email account, and we'll make one of these in a later video. So let's do Exchange. The first thing you want to do is put in your email address. Then it will ask for your authentication.
Now, you'll need to get this information from your IT department. Standard is User Name and Password, but if I click on this drop-down arrow, you may be on a Kerberos server. We're going to use the standard, User Name and Password. Now, notice here that it has DOMAIN in capital letters and then a forward slash and the username. Depending on how your IT department has this setup, they may specify a specific domain that you're going to use to get on their servers and then your username. In our case, our username is exactly the same as our email address.
So I'll go ahead and type that in, and then I'll put in my password. I definitely want to leave on the check for Configure automatically, and then I'll Add Account. It's now detecting the Exchange Server. It's actually now going onto our corporate network. So, now a window pops up confirming that we're on the correct server and we're going to go ahead and click Always use my response for this server, and we are going to allow it. Here we are.
We have our first account. If I come down here to the Advanced button, this is where I can find additional information about the account. Most people are not going to go in here yourself. These settings will be determined by your IT department. The Delegates button is where we set up additional accounts for people who are going to work with our email account. For example, if I have a personal assistant, this will let them check my email and book appointments on my behalf. Security is where your digital certificates and encryption settings are stored and we will also address these in a future video.
I'm going to go ahead and click OK. Now that I've set up my account, I'll come up here to the red button and click, and now all of my email, calendar and contacts have shown up from my company's Exchange account. So, you can see how easy it is to get set up.
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