Microsoft® Office Outlook® 2010: Transition from Outlook® 2003 (First Look)

Requirements

Hardware Requirements

For this course, you will need one system for the classroom to run Windows Server 2008 Enterprise Edition and Exchange Server 2010. The system should have the following minimum configuration:

• x64 architecture with an Intel processor that supports Intel Extended Memory 64 Technology (Intel EM64T) or an AMD processor that supports the AMD64 platform.

• A minimum of 4 gigabytes (GB) of RAM per server plus 5 megabytes (MB) of RAM recommended for each mailbox.

• Disk partitions formatted as NTFS file systems.

• At least 80 GB of disk space for installation.

• 200 MB of available disk space on the system drive.

• A DVD-ROM drive, local or network accessible.

• Monitor screen resolution 1024x768 pixels or higher.

• A keyboard and mouse or other pointing device.

Hardware Requirements

• A 1 GHz Pentium®-class processor or higher.

• A minimum of 1 GB of RAM is recommended.

• 20 GB of hard disk space or larger. You should have at least 1 GB of free hard disk space available for Office installation.

• A DVD-ROM drive.

• A keyboard and mouse or other pointing device.

• A 1024 x 768 resolution monitor is recommended.

• Network cards and cabling for local network access.

• Internet access (see your local network administrator).

Platform Requirements

• Windows (This course was developed using Windows XP with SP3.).

Software Requirements

• Microsoft Windows Server 2008® Standard or Enterprise Edition x64 bit.

• Microsoft Exchange Server 2010®

• Microsoft Active Directory

Software Requirements

• Windows XP Professional with Service Pack 3

• Microsoft® Office® Professional Plus 2010

• Microsoft® Windows Search 4.0 (KB940157)

Setup Instructions

Setting Up Windows Server 2008

Note:	If you already have an Active Directory domain controller, a DHCP server, DNS server, or mail server in your environment, you can use any or all of those server resources instead of creating a new server for class.

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 screen, click Next.

4. Click Install Now.

5. If necessary, in 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 edition (full installation) with 64-bit architecture.

7. Click Next.

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

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

10. On the Where do you want to install Windows page, create a 80 GB NTFS partition and click Next to install Windows Server 2008.

11. The installation proceeds and the machine does an auto restart.

12. The server prompts you to change the Administrator password. Click OK and change the password to p@ssw0rd.

13. Observe the message stating that the password has been changed. Click OK.

14. If necessary, 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. On the License agreement page, accept the license agreement and click Next.
    3. Verify whether the Automatically restart the computer check box is checked and click Install.
    4. After the installation, the system will get restarted, and press Ctrl+Alt+Del and log on as Administrator.
    5. On the page stating that the installation has been completed, click Close.

15. In the Server Manager wizard, in the Server Summary list, in the Computer Information section, check the Do not show me this console at logon check box and click Close.

Configuring the Domain Controller

1. On the server, specify the system name.

   1. Choose Start and right-click My 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 OK.
   7. Again when the system prompts you to restart, click Restart Now.

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

3. Choose Start→Control Panel.

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

4. In the Control Panel, right-click Network and Sharing Center and choose Open.

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

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

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

8. In the Internet Protocol Version 4 (TCP/IPv4) Properties dialog box, on the General tab, select Use the following IP address option, enter the details given in the next procedure on IP address, Subnet mask, and default gateway.

   • IP Address: 192.168.40.200
   • Subnet mask: 255.255.255.0
   • Default gateway: 192.168.40.200
   • Preferred DNS server: 192.168.40.200

9. Click OK and click Close.

10. Close the Network Connection window.

11. Choose Start→Run.

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

Note:	Ensure that the OS DVD is inserted into the drive.

13. In the Active Directory Domain Services Installation Wizard, click Next.

    1. In the Operating System Compatibility page, click Next.
    2. In the Choose a Deployment Configuration page, select Create a new domain in a new forest and click Next.
    3. In the Name the Forest Root Domain page, in the FQDN of the Forest root domain text box, click and type company.internal.com and click Next.
    4. In the Set Forest Functional Level page, from the Forest Functional Level drop-down list, select Windows Server 2008 and click Next.
    5. In the Additional Domain Controller Options page, verify that the DNS server check box is checked and click Next.
    6. In the Static IP assignment warning box that states the computer has assigned dynamic IP address, click Yes.
    7. In the Additional Domain Controller Options page, click Next.
    8. In the Active Directory Domain Services Installation Wizard, click Yes.
    9. In the Location for Database LOG files and SYSVOL page, accept the default settings and click Next.
    10. In the Directory Services Restore Mode Administrator section, in the Password text box, type p@ssw0rd.
    11. In the Confirm Password textbox, click and type p@ssw0rd, and then click Next.
    12. In the Summary page, click Next.
    13. In the Installation wizard, check the Reboot on completion check box.

14. Press Ctrl+Alt+Delete and log on as the Administrator.

15. Prerequisite services for installing the Microsoft Exchange 2010 server.

    1. Choose Start→Administrative Tools→Server Manager to launch the 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. In the Select Server Roles page, check the Application server check box.
    5. If necessary, in the Add features required for Application server, click Add Required Features.
    6. Check the Web Server (IIS) check box.
    7. In the Select Server Roles page, click Next.
    8. In the Application Server page, click Next.
    9. Check the TCP Port Sharing check box.
    10. Check the HTTP Activation check box and if necessary, in the dialog box that appears, click Add Required Role Services.
    11. Check the Message Queuing Activation check box and if necessary, click Add Required Features.
    12. Click Next.
    13. In the Web Server (IIS) page, click Next.
    14. In the Select Role Services page, in the Security section, select Basic Authentication, Windows Authentication and Digest Authentication.
    15. In the Performance section, check the Static Content Compression and Dynamic Content Compression check boxes.
    16. In the ISS 6 Management Compatibility section, which is the sub-tree of the Management Tools, check all the options.
    17. In the Application Development section, check the .NET Extensibility check box and click Next.
    18. Click Install.
    19. On the Installation Results page, observe the configuration summary for the Application server and Web server and click Close.
    20. In the Server Manager wizard, select Features and in the Features Summary section, click the Add Features link.
    21. In the Select Features wizard, check the RPC Over HTTP Proxy check box, and if necessary, in the Add Features Wizard, click Add Required Role Services.
    22. In the Select Features wizard, click Next.
    23. On the Web Server (IIS) page, click Next.
    24. Again, click Next and in the Installation Confirmation page, click Install.
    25. In the Installation Results page, click Close.

16. 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.

17. Install Microsoft Exchange Server 2010.

    1. Insert the Microsoft Exchange Server 2010 DVD.
    2. Choose Start, and in the Open dialog box, type cmd
    3. Open a command prompt and navigate to the root of the Exchange Server 2010 DVD.
    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 Exchange Server 2010 Setup window, click the Step 3: Choose Exchange language 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 Introduction page, click Next.
    11. Accept the license agreement and click Next.
    12. In the Error Reporting page, click Next.
    13. In the Installation Type page, verify that the Typical Exchange Server Installation option is selected and then click Next.
    14. In the Exchange Organization page, in the Specify the name for this exchange organization text box, type My First Organization and then click Next.
    15. In the Client Settings page, verify the No option is selected and then click Next.
    16. In the Configure Client Access server external domain page, click Next.
    17. In the Customer Experience Improvement Program page, click Next.
    18. The Readiness Checks page verifies the requirements for the Exchange Server to be installed. After it is verified, 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 and click the Toolbox. Launch the Best Practices Analyzer tool. Correct any issue that the tool finds.
    22. Click Get Critical Update For Microsoft Exchange to install further updates for the Exchange Server.
    23. Restart the computer.

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

18. Press Ctrl+Alt+Delete and log on as the Administrator.

19. 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 ##, user logon names of Student##, and 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, click the plus sign next to Recipient Configuration to expand it.
    3. Click the Mailbox icon, right-click and choose New Mailbox.
    4. In the New Mailbox window, in the Introduction page, verify that the User Mailbox option is selected and then click Next.
    5. In the User Type page, verify that the New User option is selected and then click Next.
    6. In the User Information page, type the first name as Student.
    7. Type the last name as ##.
    8. Type the user logon name as Student## (with no spaces).
    9. Enter and confirm a password of p@ssw0rd and click Next.
    10. In the Alias text box, type the user name as Student ##
    11. Check the Specify the mailbox database rather than using the database automatically selected check box.
    12. Click Browse, and in the Select Mailbox Database dialog box, view the database selected and click OK.
    13. In the New Mailbox page, click Next.
    14. In the Archive Settings page, click Next.
    15. In the New Mailbox page, in the Archive Settings section, click Next.
    16. Verify the configuration summary and click New.
    17. On the Completion page, click Finish.
    18. Repeat steps (c) – (o) until all student domain user accounts are created.

20. Create the Conference Room A resource.

    1. Open Exchange Management console.
    2. Expand Recipient Configuration.
    3. Select the Mailbox icon, right-click and select New Mailbox.
    4. In the New Mailbox window, on the Introduction page, select Room Mailbox, and then click Next.
    5. In the User Type page, verify New User is selected, and then click Next.
    6. In the User Information page, enter the following information, and then 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 and then click Next.
    8. In the Archive Settings page, click Next.
    9. In the New Mailbox page, click New, and then click Finish on the Completion page.

21. Similarly, create a Conference Room B and a Conference Room C resource.

22. Create the TV and DVD Player equipment mailboxes.

    1. Display the New Mailbox window.
    2. On the Introduction page, select Equipment Mailbox, and then click Next.
    3. On the User Type page, verify New User is selected, and then click Next.
    4. On the User Information page, enter the following information, and then click Next.
       • First Name: TV
       • User Logon Name: TV

    5. On the Mailbox Settings page, click Next.
    6. In the Archive Settings page, click Next.
    7. On the New Mailbox page, click New, and then click Finish on the Completion page.
    8. Repeat steps 21a – 21f, entering the following information on the User Information page:
       • First Name: DVD Player
       • User Logon Name: DVD Player

23. Grant administrator rights to Student 01.

    1. Choose Start→All Programs→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 Student 01 and choose Properties.
    4. In the Student 01 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, select Enterprise Admin.
    7. Click OK twice.
    8. In the Student 01 Properties dialog box, click Apply and click OK.
    9. Close Active Directory Users And Computers window.

On 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 and click Next.
   7. Enter the appropriate computer name and administrator password for each computer in the classroom. For example:
      • Computer name is Computer01 with a password of <null password>
      • Computer name is Computer02 with a password of <null password>
      • Computer name is Computer03 with a password of <null password>

   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 whether the No option is selected and click Next.
   12. After installation, the machine gets restarted.
   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 Your name text box, type the user name and click Next.
   18. On the Thank you page, click Finish.

2. Assign 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 the Local Area Connection and choose Properties.
   4. In the Local Area Connection Properties dialog box, in the General tab, 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
      • Preferred DNS Server: 192.168.40.200

   6. Click OK and click Close.
   7. Close the Network Connections window.

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

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

   1. Right-click My Computer and choose Properties.
   2. In the System Properties dialog box, select Computer Name tab and click Change.
   3. In the Computer Name Changes dialog box, in the Computer name text box, type Computer01 and then click More.
   4. In the DNS Suffix and Net BIOS Computer Name dialog box, in the Primary DNS Suffix of this computer text box, type company.internal.com and click OK.
   5. In the Computer Name Changes dialog box, in the Member of section, select the Domain option and type company.internal.com and then click OK.
   6. In the Computer Name Changes message box, click OK.
   7. Click OK to restart the computer.
   8. In the System Properties dialog box, click OK.
   9. In the System Settings Change message box, click Yes.
   10. Similarly, configure other computers to the domain with their corresponding IP addresses.

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

6. Perform a complete installation of Microsoft® Office Professional Plus 2010.

7. Log on to the Company domain as Student## with a password of p@ssw0rd.

8. Configure 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. In the Account Configuration wizard, verify whether the Yes option is selected and click Next.
   4. In the Add New Account window, select Manually configure option and click Next.
   5. Choose Service and then select Microsoft Exchange or compatible service.
   6. Click Next.
   7. Specify the Server Settings with the following details:
      • Server name text box : server1.company.internal.com
      • User name text box : student01

   8. Click Check Name and then click Finish.
   9. In the User Name message box, click OK.

Downloading and Installing Microsoft Windows Desktop Search Tool 4.0

1. Open Internet Explorer and browse to http://www.microsoft.com.

2. In the list of Microsoft sites, place the mouse pointer over the Downloads and Trials link and in the list that is displayed, click the Download Center link.

3. On the Microsoft Download Center page, click the Product Families link and click Windows.

4. In the list of downloads, locate the Windows Search 4.0 for WindowsXP (KB940157) link and click it.

5. On the WindowsSearch-KB940157 page, click Download.

6. Save it to your local machine.

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

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

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

Downloading and Installing Internet Explorer 8

1. Open Internet Explorer and browse to http://www.microsoft.com/windows/internet-explorer/worldwide-sites.aspx.

2. Select the country and click the operating system type.

3. In the File Download-Security Warning dialog box, click Run.

4. In the Internet Explorer-Security Warning dialog box, click Run.

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

6. Click I accept.

7. On the Get the latest updates page, click Next.

8. On the Internet Explorer installation is complete page, click Restart now (recommended).

9. Once the installation is complete, login as the respective student user.

Create a Windows Live ID Login for each student:

To create a Windows Live ID login for each student:

Note:	Please ensure that every student has a Windows Live ID to perform the activities in the lesson “Share PowerPoint Presentations.” Students who do not have a Windows Live ID can create one using the following steps.

1. Open Internet Explorer and in the address bar, type http://home.live.com and press Enter.

2. Click Sign Up.

3. Enter the sign in details.

4. Close the Internet Explorer window.

For the Instructor:

1. Verify that there are enough user names. There should be one for you and for each student in the class.

2. Assign students to work in pairs.

3. Provide a place card identifying each computer's user name.

Before Every Class

1. Log on to the Company domain as the Student## user with a password of password.

2. In Outlook, delete the following items:

   • All contacts
   • All tasks (including any recurring tasks)
   • All meetings and appointments (all occurrences)
   • All Inbox messages and folders created during the course
   • All Sent Item folder messages
   • All Draft folder messages

3. Empty the content of the Deleted Items folder.

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

5. Delete the 084594Data 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.

Data File Setup:

1. Log on to each student workstation as the Administrator user.

2. On each student workstation and on the instructor workstation, open the course CD-ROM, and run the 084594dd.exe self-extracting file located within. This will install a folder named 084594Data on the C: drive. This folder contains all the data files that students 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.

   Within each lesson folder, you may find a Solution folder. This folder contains solution files for the lesson's activities and lesson lab, which can be used by students to check their end results.

3. On the Instructor workstation, copy the messages Job Expo Supporters.msg, System Training.msg, and Samantha Alvarez Resume.msg from the 084594Data folder to the Drafts folder. Open the messages and send them to all users in the class.

4. From the Instructor workstation, send a meeting request from the Instructor to all users in the class and the resources, Conference Room A. The date of the meeting is one week from the upcoming Tuesday. The time is 2:00 P.M. to 4:00 P.M. The subject of the meeting is Team Meeting.

5. On each Student workstation, copy the contacts from the 084594Data folder to the Contacts folder in Outlook. The files that need to be copied are Andy Bloom.msg, Donna Teel.msg, Eve Alexander.msg, Grace Tori.msg, Jason Christopher.msg, Margaret Sherwood.msg, and Susan Barber.msg.

6. From the Instructor workstation, send a message with the subject “Lunch?” to all the students in the class. Also, from each student workstation, send a reply to that email message with a copy to all the other students in the class. This is to create a conversation in every student's Inbox.

7. At one of the Student workstations, create the tasks listed in the following table.

   Subject	Due Date
   Review Baseline 1.0 guidelines	Six weeks from today
   Call Kathy Sullivan to schedule lunch meeting	The upcoming Monday
   Request Holiday Party expense code from Accounting	Two months from today

   
   

    

8. Copy the tasks to a flash drive.

9. Copy the tasks from the flash drive to the remaining Student's Tasks lists.

10. On each Student's workstation, create an appointment to have lunch with your manager Jim, in Fresno's. The date of the appointment is one week from today. The time is 12.00 P.M. to 1.00 P.M. The subject of the appointment is Lunch with Jim and the location is Fresno's.

11. Provide place cards identifying each computer's user name (Student ##). The entire class should be able to see each card.

12. Before you begin, assign students to work in pairs.

Customizing 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 click Apply.

6. Close the Display Properties dialog box.