Microsoft ® Office Outlook ® 2010: Level 3

Requirements

Hardware Requirements

Active Directory Domain Controller and Exchange 2010 Server

For this course, you will need one computer to run Windows Server 2010 Enterprise Edition and Exchange Server 2010. This system should have the following configuration:

Hardware Requirements

Classroom Computers

You will need one client computer for each student and one for the instructor. These computers need:

Platform Requirements

Software Requirements

Active Directory Domain Controller and Exchange Server Microsoft Exchange Server 2010 prerequisites: Microsoft .NET Framework 3.5 SP1, Windows PowerShell v2.0 (KB-968930), and Office System Converter 2007: Microsoft Filter pack. If these prerequisites are not already installed, the Exchange Server 2010 setup process will prompt and provide links to the installation locations; Internet access is required if the prerequisites are not already installed or available on a local network.

Software Requirements

Classroom Computers This course was developed using the production version of Microsoft® Office® Professional Plus 2010. If other versions are used, you might notice some slight differences when keying in the course. This course was developed using the Windows XP operating system. If you use Windows Vista or Windows 7, you might notice some slight differences when keying in the course.

Setup Instructions

Set Up Windows Server 2008

  1. Insert the Windows Server 2008 DVD.

  2. On the press any key to continue screen, press any key.

  3. In the Install Windows wizard, on the Windows Server 2008 page, click Next.

  4. In the Install Windows wizard, click Install now.

  5. If necessary, on the Type Your Product Key For Activation page, enter the product key.

  6. On the Select the operating system you want to install page, scroll down, and select Windows Server 2008 Enterprise (Full Installation) with 64-bit architecture and click Next.

  7. On the Please read the license terms page, check the I accept the license terms check box and click Next.

  8. On the Which type of installation do you want page, click Custom (advanced).

  9. On the Where do you want to install Windows page, specify the settings to create an 80 GB NTFS partition and click Next to install Windows Server 2008.

  10. If necessary, choose the partition which you specified and click Next.

  11. Observe that the installation is in progress and the machine does an auto restart.

  12. Click OK and enter the password as p@ssw0rd

  13. The Windows server displays a message that the password has been changed. Click OK.

  14. Close the Initial Configuration Tasks window.

  15. Install Service Pack 2 (Windows 6.0 KB948465–X64.)®

    1. In the Install Windows Server Service Pack wizard, on the Welcome to Windows ® Server Service Pack 2 page, click Next.
    2. Read the licence terms page, check the I accept the licence terms check box and click Next.
    3. Verify that the Automatically restart the computer check box is checked, and click Install.
    4. After the machine has restarted, press Ctrl+Alt+Del and log on as Administrator and click Close to close the Initial Configuration Tasks wizard.

Configure the System as a Domain Controller

  1. On the server, specify the system name.

    1. Choose Start, right-click Computer and choose Properties.
    2. In the Computer name, domain, and workgroup settings section, click Change Settings.
    3. In the System Properties dialog box, on the Computer name tab, click Change.
    4. In the Computer Name/Domain Changes dialog box, in the Computer name text box, type Server01 and click OK.
    5. When the system prompts you to restart, click OK.
    6. In the System Properties dialog box, click Close.
    7. Again when the system prompts you to restart, click Restart Now.

  2. Press Ctrl+Alt+Del and log on as Administrator.

  3. In the Initial Configuration Tasks window, check the Do not show this window at Logon check box.

  4. In the Server Manager window, check the Do not show this Console at Logon check box.

  5. Choose Start→Control Panel, and in the Control Panel, double-click Network and Sharing Center.

  6. Note:

    Ensure that the Control Panel is displayed in the Classic View.

  7. In the Network and Sharing Center window, click Manage network connections.

  8. Right-click Local Area Connection and choose Properties.

  9. In the Local Area Connection Properties dialog box, in the This Connection uses the following items section, select Internet Protocol Version 4 (TCP/IPv4) and click Properties.

  10. In the Internet Protocol Version 4 (TCP/IPv4) Properties dialog box, on the General tab, select the Use the following IP address option and enter the IP address, Subnet mask, Default gateway and Preferred DNS Server details.

  11. Click OK and then click Close.

  12. Close the Network Connection and Network and Sharing Center windows.

  13. Choose Start→Run.

  14. On the Run wizard, in the Open text box, type dcpromo and click OK.

  15. Note:

    Ensure that the OS DVD is inserted into the drive.

  16. In the Active Directory Domain Services Installation wizard, click Next.

    1. On the Operating System Compatibility page, click Next.
    2. On the Choose a Deployment Configuration page, select Create a new domain in a new forest and click Next.
    3. On the Name the Forest Root Domain page, in the FQDN of the forest root domain text box, click type company.internal.com and click Next.
    4. On the Set Forest Functional Level page, from the Forest functional level drop-down list, select Windows Server 2008 and click Next.
    5. On the Additional Domain Controller Options page, verify that the DNS server check box is checked and click Next.
    6. In the Active Directory Domain Services Installation Wizard, click Yes.
    7. On the Location for Database. LOG files. and SYSVOL page, click Next.
    8. On the Directory Services Restore Mode Administrator page, in the password text box, type p@ssw0rd
    9. In the Confirm Password text box, click, type p@ssw0rd and click Next.
    10. On the Summary page, click Next.
    11. In the installation wizard, check the Reboot on completion check box.

  17. Press Ctrl+Alt+Del and log on as Administrator.

  18. Install the prerequisite services for installing the Microsoft Exchange 2010 server.

    1. Choose Start→Administrative Tools→Server Manager to launch Server Manager.
    2. In the left pane, click Roles and, in the right pane, in the Roles Summary section, click the Add Roles link.
    3. In the Add Roles Wizard, on the Before You Begin page, click Next.
    4. On the Select Server Roles page, check the Application server check box, and in the Add Roles wizard message box, click Add Required Features.
    5. On the Select Server Roles page, click Next.
    6. On the Application Server page, click Next.
    7. Check the TCP Port Sharing check box.
    8. Check the HTTP Activation check box, and if necessary, in the dialog box that appears, click Add Required Role Services.
    9. Check the Message Queuing Activation check box, and if necessary, click Add Required Features and then click Next.
    10. On the Web Server IIS page, click Next.
    11. On the Select Role Services page, scroll down and in the Security section, select Basic Authentication, Windows Authentication, Digest Authentication, and in the Performance section, check the Static Content Compression and Dynamic Content Compression check boxes.
    12. Scroll down and select the IIS 6 Management Compatibility option, scroll up and in the Application Development section, verify that the .NET Extensibility check boxes are checked, and click Next.
    13. Click Install.
    14. On the Installation Results page, observe the configuration of the application server and web server. Click Close.
    15. In the Server Manager window, select Features and then select Add Features.
    16. In the Add Features wizard, check the RPC over HTTP Proxy check box, and in the Add Features Wizard dialog box, click the Add Required Role Services button and click Next.
    17. On the Web Server (IIS) page, click Next twice.
    18. On the Confirm Installation Selections page, click Install.
    19. On the Installation Results page, click Close.
    20. Close the Server Manager.

  19. Install prerequisite software for installing the Microsoft Exchange 2010 server.

    1. Install Microsoft .NET Framework 3.5 SP1.
    2. Install Windows Power Shell v2.0. KB-968930–x64.
    3. Install 2007 Office System Converter: Microsoft Filter Pack.

  20. Install Microsoft Exchange Server 2010.

    1. Insert the Microsoft Exchange Server 2010 CD-ROM.
    2. Open the Run command and type cmd
    3. Open a command prompt and navigate to the root of the Exchange Server 2010 CD.
    4. Type Setup.com/PrepareLegacyExchangePermissions and press Enter.
    5. Type Setup.com/PrepareSchema and press Enter.
    6. Type Setup and press Enter.
    7. In the Microsoft Exchange Server 2010 Setup window, below the Install section, select the Step 3: Choose Exchange Language option link.
    8. Click the Install only languages from the DVD link.
    9. Click the Step 4: Install Microsoft Exchange link.
    10. In the Exchange Server 2010 Setup Wizard, on the Introduction page, click Next.
    11. Read and accept the license agreement and click Next.
    12. On the Error Reporting page, click Next.
    13. On the Installation type page, click Next.
    14. On the Exchange Organization page, type My First Organization and click Next.
    15. On the Client Settings page, verify that the No option is selected, and click Next.
    16. On the Configure Client Access server external domain page, click Next.
    17. On the Customer Experience Improvement Program page, click Next.
    18. The Readiness Checks page verifies the requirements for the Exchange Server to be installed. After the verification, click Install.
    19. If prompted, install any necessary updates.
    20. After the installation, click Finish.
    21. In the Exchange Management Console, expand Microsoft Exchange On-Premises (Server01.company.internal.com) and click Toolbox to launch the Best Practices Analyzer tool. Correct any issue that the tool finds.
    22. Close the Exchange the Manage Server Console window.

  21. Note:

    The initial steps in this installation might vary slightly depending on where you have placed the software.

  22. Press Ctrl+Alt+Del and log on as Administrator.

  23. Create a domain user account for each student in the class. (This course was developed using a first name of Student, a last name of a two-digit number represented by ## and user logon names of Student## with a password of p@ssw0rd. For instance, the instructor was Student00, the first student was Student01, and so on.)

    1. Choose Start→All Programs→Microsoft Exchange Server 2010→Exchange Management Console.
    2. In the left pane, expand the Microsoft Exchange on Premises and click the plus sign next to Recipient Configuration to expand it.
    3. Click the Mailbox icon, right-click, and choose New Mailbox.
    4. If necessary, in the New Mailbox window, on the Introduction page, select the User Mailbox option and click Next.
    5. If necessary, on the User Type page, verify that the New User option is selected, and click Next.
    6. On the User Information page, type the first name as Student
    7. Type the last name as a unique two-digit number which is ##. Use 00 for the instructor's user account, and 01 through 12 for the student accounts, to match the number of students you will have in class.
    8. Type the user logon name as student## (with no spaces), substituting the unique number for ##.
    9. Enter and confirm a password of p@ssword and click Next.
    10. In the Alias text box, type the user name as student## (with no spaces).
    11. Check the Specify the mailbox database rather than using a database automatically selected check box.
    12. Click Browse, and in the Select Mailbox Database dialog box, view the database selected and click OK.
    13. On the Mailbox Settings page, click Next.
    14. On the Archive Settings page, click Next.
    15. On the New Mailbox page, verify the configuration summary and click New.
    16. On the Completion page, click Finish.
    17. Repeat steps (c) through (p) until all student domain user accounts are created.

  24. Create the conference room resources.

    1. Open the Exchange Management Console.
    2. Expand Recipient Configuration.
    3. Right-click the Mailbox icon and select New Mailbox.
    4. In the New Mailbox window, on the Introduction page, select the Room Mailbox option and click Next.
    5. On the User Type page, verify that the New User option is selected and click Next.
    6. On the User Information page, enter the following information and click Next.

      • First Name: Conference
      • Last Name: Room A
      • User Logon Name: ConferenceRoomA

    7. In the Mailbox Settings page, in the Alias text box, type ConferenceRoomA
    8. Check the Specify the mailbox database rather than using a database automatically selected check box and click Browse.
    9. View the database selected and click OK.
    10. Click Next.
    11. On the Archive Settings page, click Next.
    12. In the New Mailbox window, on the New Mailbox page, click New and then on the Completion page, click Finish.
    13. Similarly, create Conference Rooms B and C.
    14. Close the Exchange Management Console window.

  25. Make Exchange Server a Certificate Authority by enabling Certificate Services on the Active Directory server.

    1. Choose Start→Server Manager.
    2. In the Server Manager window, scroll down and on the Roles Summary page, click the Add Roles link.
    3. In the Add Roles Wizard, on the Before you begin page, click Next.
    4. On the Select Server Roles page, check the Active Directory Certificate Services check box, and click Next twice.
    5. Check the Certification Authority Web Enrollment, Online Responder check boxes and in the Add Roles Wizard message box, click Next.
    6. Verify that the Enterprise option is selected and click Next.
    7. Verify that the Root CA option is selected and click Next.
    8. Specify CA Type and click Add Required Roles Services.
    9. Verify that the Create a New private key option is selected and click Next.
    10. Click Next six times.
    11. Click Install and click Close after the installation is over.
    12. Close the “Server Manager.”

  26. Grant administrator rights to Student 00.

    1. Choose Start→Administrative Tools→Active Directory Users and Computers.
    2. Expand company.internal.com
    3. In the Active Directory Users and Computers window, select Users, and in the right pane, right-click student00 and choose Properties.
    4. In the student00 Properties dialog box, select the Member Of tab and click Add.
    5. In the Select Groups window, click Advanced and then click Find Now.
    6. In the Search results list, scroll down and select Enterprise Admins.
    7. Click OK twice.
    8. Click Apply and then click OK.
    9. Close the Active Directory Users And Computers window.

Set Up Each Student Workstation

  1. Complete the installation of Windows XP Professional on a blank hard drive.

    1. On the Welcome screen, press Enter.
    2. Press F8 to agree to the license agreement.
    3. Create a 20 GB partition.
    4. Format the partition by using the NTFS File System (Quick) format.
    5. If necessary, modify the regional and language options and click Next.
    6. Enter your name and organization.
    7. Enter the appropriate computer name and administrator password for each computer in the classroom. For example:

      • Computer00 with a password of p@ssw0rd
      • Computer01 with a password of p@ssw0rd
      • Computer02 with a password of p@ssw0rd

    8. Click Next.
    9. Set the correct date, time, and time zone and click Next.
    10. If necessary, on the Network Settings page, verify that the Typical Settings option is selected and click Next.
    11. If necessary, on the Workgroup or Computer Domain page, verify that the No option is selected and click Next.
    12. After installation, the machine restarts automatically.
    13. In the Display Settings dialog box, click OK.
    14. If necessary, in the Monitor Settings dialog box, click OK.
    15. On the Welcome to Microsoft Windows page, click Next.
    16. On the Help protect your PC page, select the Help protect my PC by turning on Automatic Updates now option and click Next.
    17. In the Who will use this computer page, in the Your name text box, type the user name and click Next.
    18. In the Thank you! page, click Finish.

  2. Assign an IP address to the client machine.

    1. Choose Start→Control Panel.
    2. Ensure that the Control Panel is displayed in Classic view. Double-click Network Connections.
    3. Right-click Local Area Connection and choose Properties.
    4. In the Local Area Connection Properties dialog box, select Internet Protocol (TCP/IP) and click Properties.
    5. In the Internet Protocol (TCP/IP) Properties dialog box, select the Use the following IP address option and enter the following information:

      • IP address: 192.168.40.201
      • Subnet Mask: 255.255.255.0
      • Default Gateway: 192.168.40.200

    6. In the Use the following DNS Server section, enter 192.168.40.200 in the Preferred DNS Server text box.
    7. Click OK and then click Close.
    8. Close the Network Connections window.

  3. Install XP Professional Service Pack 3. Use the Service Pack installation defaults.

  4. Configure the computer to be a member of the domain.

    1. Choose Start→My Computer.
    2. Right-click My Computer and choose Properties.
    3. In the System Properties dialog box, select the Computer Name tab and click Change.
    4. In the Computer Name Changes dialog box, click More.
    5. In the DNS Suffix and NetBIOS Computer Name dialog box, in the Primary DNS Suffix of this computer text box, type company.internal.com and click OK.
    6. In the Computer Name Changes dialog box, in the Member of section, select Domain, type company.internal.com and click OK.
    7. In the Computer Name Changes dialog box, enter the user name as Administrator and the password as p@ssw0rd and click OK.
    8. In the Computer Name Changes message box, click OK.
    9. In the System Properties dialog box, click OK.
    10. In the System Settings Change message box, click Yes.

  5. Press Ctrl + Alt + Del to log in.

  6. Display known file type extensions.

    1. Open Windows Explorer
    2. Choose Tools→Folder Options.
    3. On the View tab, in the Advanced settings list box, uncheck Hide extensions for known file types.
    4. Click Apply and then click OK.
    5. Close Windows Explorer.

  7. Log on to the client as Administrator with a password of p@ssw0rd. Click Options, and from the Log on to drop-down list, select COMPANY and click OK.

  8. Perform a complete installation of Microsoft® Office Professional Plus 2010 as defaults.

  9. Log on to the Company domain as student## with a password of p@ssword.

  10. Activate Microsoft® Office Outlook® 2010.

    1. From the taskbar, choose Start→All Programs→Microsoft Office→Microsoft Outlook 2010.
    2. In the Microsoft Outlook 2010 Startup wizard, click Next.
    3. On the E-mail Accounts page, verify that Yes is selected and click Next.
    4. On the Auto Account Setup page, click Next.
    5. In the Security Alert message box, click Yes.
    6. In the Configuring section, verify the configuration of the network connection, server settings, and logon information and click Finish.
    7. In the User Name dialog box, click OK to accept the default user name and initials.
    8. In the Microsoft Office 2010 Activation Wizard dialog box, click Next to activate the Office 2010 application.
    9. When the activation of Microsoft Office 2010 is complete, click Close to close the Microsoft Office 2010 Activation Wizard dialog box.
    10. In the Security Alert message box, click Yes twice.
    11. Close the Outlook application.

  11. Configure the Outlook user account.

    1. Choose Start→All Programs→Microsoft Office→Microsoft Outlook 2010.
    2. On the Microsoft Outlook 2010 Startup page, click Next.
    3. On the E-mail Accounts page, verify that Yes is selected and click Next.
    4. On the Auto Account Setup page, verify that E-mail account is selected and click Next.
    5. In the Security Alert message box, click Yes.
    6. In the Online search for your server settings dialog box, click Finish.
    7. In the User Name dialog box, click OK to accept the default user name and initials.
    8. In the Microsoft Office 2010 Activation Wizard dialog box, click Next.
    9. Click Close to close the Microsoft Office 2010 Activation Wizard dialog box.
    10. In the Security Alert message box, click Yes.

  12. Install the Certificate for Digital ID.

    1. If necessary, disable the proxy settings.
    2. Navigate to the https://192.168.40.200/certsrv
    3. In the Security Alert message box, click OK.
    4. In the Security Alert message box, click Yes.
    5. In the Connect to 192.168.40.200 dialog box, enter your user name and password˙ and then click OK.
    6. In the Microsoft Active Directory Certificate Service -- Company - Server 01 – CA website, in the Select a task section, click the Request a certificate link.
    7. In the Request a Certificate section, click the User Certificate link.
    8. In the User Certificate - Identifying Information section, click Submit.
    9. In the Potential Scripting Violation warning box, click Yes.
    10. In the Certificate Issued section, click the Install this Certificate link.
    11. In the Potential Scripting Violation warning box, click Yes.
    12. Verify that the Your new certificate has been successfully installed message is displayed and close the browser window.

Download and Install Microsoft Windows Rights Management Services Client with Service Pack 2 - x86

  1. Download Microsoft Windows Rights Management Services Client with Service Pack 2 - x86 from the Microsoft website.

  2. Run the WindowsRightsManagementServicesSP2-KB917275-Client-ENU-x86.exe file, which is downloaded.

  3. In the Open File – Security Warning dialog box, click Run.

  4. Click Next.

  5. Read and accept the license agreement and click Next.

  6. Click Next twice.

  7. Click Close.

Create a Windows Live ID Login for Each Student

  1. Open Internet Explorer, and navigate to http://home.live.com.

  2. Click Sign Up.

  3. In the Security Alert message box, click OK.

  4. Enter the sign in details.

  5. Close the Internet Explorer window.

Download and Install Business Contact Manager

  1. Download Business Contact Manager from the Microsoft website.

  2. Run setup.exe.

  3. In the Business Contact Manager for Outlook 2010 Setup message box, click OK.

  4. In the Business Contact Manager for Microsoft Outlook 2010 setup message box, click Restart Now.

  5. Open BCMFM02010 and click Install Now.

  6. In the Business Contact Manager for Microsoft Outlook 2010–Startup page, click Next.

  7. Choose Start→Microsoft Outlook.

  8. In the How do you want to start Business Contact Manager section, click Express.

  9. On the Express Startup page, click No Thanks.

  10. On the Registration page, click Next.

  11. On the Startup Complete page, click Finish.

Download and Install Microsoft Windows Desktop Search Tool 4.0

  1. Download Microsoft Windows Desktop Search Tool 4.0 from the Microsoft website.

  2. Run the Windows Search-KB940157 file.

  3. In the Windows Search Setup dialog box, click Next.

  4. On the Licence Agreement page, select I Agree and click Next.

  5. On the Congratulations page, click Finish to complete the installation.

Download and Install Internet Explorer 8

  1. Download Internet Explorer 8 from the Microsoft website.

  2. Run the downloaded file.

  3. In the Install Windows Internet Explorer 8 wizard, select I do not want to participate right now and click Next.

  4. Click I accept.

  5. In the Get the latest updates page, click Next.

  6. In the Internet Explorer installation is complete page, click Restart now (recommended).

  7. Once the installation is complete, log in as the respective student user.

Customize the Windows Desktop

    Customize the Windows desktop to display the My Computer and My Network Places icons on the student and instructor systems.

  1. Right-click the desktop and choose Properties.

  2. Select the Desktop tab.

  3. Click Customize Desktop.

  4. In the Desktop Items dialog box, check My Computer and My Network Places.

  5. Click OK and then click Apply.

  6. Close the Display Properties dialog box.

For the Instructor

  1. Verify that there are enough user accounts created. There should be a user name for you and for each student in the class.

  2. Assign students to work in pairs.

  3. Provide a placecard identifying each computer's user name.

Before Every Class

  1. Log on to the Company domain using student## as the user name and password as the password.

  2. In Outlook, delete the following items:

  3. Empty the contents of the Deleted Items folder.

  4. Reset the color categories to the default color names.

  5. Delete any existing files from the 084597Data folder.

  6. Extract a fresh copy of the course data files from the CD-ROM provided with the course manual, or download the data files from http://elementkcourseware.com.

Set Up the Data File

  1. Log on to each student workstation as the domain\student## user.

  2. On each student workstation, on the course CD-ROM, open the 084597 folder. Then, open the Data folder. Run the 084597dd.exe self-extracting file located within. This will install a folder named 084597Data on your C drive. This folder contains all the data files that you will use to complete this course. If your course did not come with a CD, please go to http://elementkcourseware.com to download the data files.

  3. On each student workstation, copy the contacts from the C:\084597Data\Contacts folder to the Contacts folder in Outlook.

  4. On each student workstation, copy the messages from the C:\084597Data\Course Data folder to the Inbox in Outlook.

  5. On each student workstation, copy the tasks from the C:\084597Data\Tasks folder to the Tasks folder in Outlook.

  6. Rename the color categories as follows:

  7. Create a Job Placement System category with the Dark Purple color.

  8. Create the tasks listed in the following table.

    Subject Due Date Color Category
    Call caterer with Holiday Party menu selection  First Friday in December  Holiday 
    Pick up luggage  One week from today  Personal 
    Review Baseline 1.0 guidelines  Six weeks from today  Goals/Objectives 
    Call Kathy Sullivan to schedule lunch meeting  The upcoming Tuesday  Phone Calls 
    Order gifts for Holiday Party  First Wednesday in November  Holiday 
    Finalize count for Holiday Party  Third Monday in December  Holiday 
    Update job description  Three weeks from today  Goals/Objectives 
    Request Holiday Party expense code from Accounting  Two months from today  Holiday