10 Tips for Outlook 2007
Hate it or love it, there's a good chance that you use Microsoft Outlook, still the most popular e-mail client on the planet. Outlook 2010 for Windows was just released, but only to businesses, who may take a while to switch to the new version. Office 2010 won't be available to individual users until later this spring. So we thought this was a good time to help you with the Outlook you're most likely using (and still getting used to) now -- Outlook 2007.
Outlook 2007 does a lot of things that previous versions can't do, such as previewing attachments, handling RSS feeds and more. There are potential challenges to Outlook 2007 as well, such as its ability to handle .pst files from earlier Outlook versions. In this story, we'll give tips on how to get the most out of Outlook 2007. We've also got dozens of keyboard shortcuts and a listing of where Outlook 2007 stores its most important data and customization files. These tips are written for Outlook using POP3 mail, not for Outlook in an MS Exchange Server environment. However, you may find that some of the tips work in Exchange environments as well.
Note: This article assumes that you know the basics of Outlook navigation. Just as a reminder, Outlook has multiple panes, notably the Navigation pane for getting to the main parts of Outlook such as e-mail, Calendar, Contacts and Tasks. Outlook 2007 also includes parts of the new Ribbon interface found in other Microsoft Office 2007 applications. For some reason, the Ribbon wasn't introduced across the board in Outlook 2007 in the way it was with those other apps. So for example, on the main Outlook screen there's no Ribbon, but when you open or compose an e-mail, the Ribbon appears. (The good news is that the Ribbon appears more consistently in Office 2010 -- not that that helps Office 2007 users much though.) Now, on to the tips!1. Teach Outlook 2007 to Play Nice with Social Networking Sites
E-mail has been slowly losing its primacy as the way that people communicate electronically, as social networking sites and services such as Facebook, Twitter and LinkedIn proliferate. But you can get the best of both worlds right within Outlook 2007 by integrating Outlook with some features of social networking sites. Microsoft's
Outlook Social Connector and the third-party Xobni are both free, and both work from right inside Outlook to do the integration. Xobni is the more comprehensive of the two. It grabs information about your contacts directly from Facebook, LinkedIn, and to a lesser extent Twitter, and displays them right within Outlook. So, for example, you can follow a person's tweets as well as her Facebook and LinkedIn updates. It also allows two-way communication, so you can post a Twitter update from within Outlook. It does plenty more as well, such as grabbing information about a contact's employer from Hoovers, displaying threaded conversations with contacts, and more. Since it's free, if you use a social networking site but still communicate primarily via e-mail, you'll want to get it.
Microsoft's
Outlook Social Connector works similarly, although it's not as comprehensive as Xobni. At this point it works only with LinkedIn and MySpace, although Microsoft says that in the future it will work with Facebook and most likely Twitter as well. It's still in beta, but it's stable enough to download and use. The Outlook Social Connector doesn't grab as much information from social networking sites as Xobni does, and it doesn't allow two-way communication, at least at this point. It's a little better integrated to Outlook, however, so it's good for basics such as seeing someone's most recent activity on LinkedIn. I use it in addition to Xobni. If you're looking to use Twitter from within Outlook, try the free TwInBox plug-in. Like Xobni, it lets you send tweets and follow others' tweets from within Outlook, but it offers additional features such as archiving, grouping and managing tweets, and shortening URLs with bit.ly.
2. Use Sports Teams' and TV Shows' Calendars inside Outlook
Would you like to follow the calendar of a favourite sports team, TV show, or other type of calendar inside Outlook? It's easy to do, because Outlook supports the iCal calendar format in the form of an .ics file, which allows for calendar sharing.
First, find the .ics file for the calendar you want to view inside Outlook. Your best bet is to do a Web search for a page that will tell you where to get the .ics calendar -- for example, using the search terms "Red Sox ical." The result you want will say "downloadable schedule" or something similar. In the case of the Boston Red Sox, a Google search turns up the
2010 Downloadable Schedule page.
On the page, look for a link to the iCal URL that contains the calendar. In our example, it is
http://mlb.mlb.com/soa/ical/schedule.ics?team_id=111&season=2010After you've got the iCal URL, follow these steps:
1. In Outlook 2007 select Tools --> Account Settings.
2. Click the Internet Calendars tab and click New.
3. On the screen that appears, paste in the Red Sox iCal URL, then click Add.
4. In the Folder Name box on the screen that appears, type in the name of the calendar -- in our instance, Boston Red Sox. You can also type a description into the Description box.
5. Click OK, then click Close.
You'll now see the new calendar listed in the Calendar's Navigation Pane. It will remain separate from your own personal calendar, and from any other calendars you might want to add. You can include multiple calendars this way.
3. Create Boilerplate Text to Insert into E-mail Messages
Do you have boilerplate text -- such as a description of your business or background -- that you insert often into e-mail messages, but not every time like a signature? If so, you'll welcome one of Outlook 2007's lesser-known features -- Quick Parts, which is also included in Word 2007. You can use Quick Parts to insert images, text or a combination of the two. To use it, do the following:
1. Create a new e-mail message.
2. Write the boilerplate text you want to reuse or insert the boilerplate graphic you want to reuse (or both).
3. Select the text and/or graphic, click the Insert tab on the Ribbon, and select Quick Parts --> Save Selection to Quick Part Gallery.
4. In the screen that appears, type in a descriptive name for the text or graphic in the Name field. Type in a description of the Quick Part in the Description field. Don't change any other fields. Click OK.
5. When you want to insert the Quick Part into an e-mail message, click Insert from the Ribbon, click Quick Parts, scroll to the Quick Part you want to insert, and click it.
Note that Quick Parts are not shared between Word and Outlook, so you have to create separate ones for each application. (Outlook Quick Parts are stored in NormalE-mail.dotm, while those for Word are stored in Normal.dotm.)
4. Speed up Attachment Previews
One of Outlook 2007's niftier new features is its ability to let you preview Word, Excel and PowerPoint documents and other files when you're reading mail without having to open the attachment itself. To do that, you highlight the file, and then click the "Preview file" button. You can make files from specific senders preview automatically without going through those steps. For each person whose attachments you want to preview this way, right-click on an e-mail from the person, select Junk E-Mail from the menu that appears, and choose Add Sender to Safe Senders List. The next time the person sends you a file you want to preview, highlight it and uncheck the box next to "Always warn before previewing this type of file." From now on, you'll preview this type of attachment from this sender as soon as you highlight it.
5. Give Your Older .pst File A New Life in Outlook 2007
Outlook 2007, like earlier versions of Outlook, stores all of your e-mail as well as other important information in a .pst file named Outlook.pst. Normally the file is found in C:\Users\username\AppData\Local\Microsoft\Outlook. Back when Outlook 2003 was released, Microsoft changed the .pst file format, with one important benefit -- .pst files would no longer be subject to a limit of 2GB. In Outlook 2003 and 2007, the limit is now 20GB.
Pre-2003 versions of Outlook cannot open files in the new .pst format, but Outlook 2003 and 2007 can open the older .pst file format. So even if you have Outlook 2007, you may be using an older .pst file if you used a previous version of Outlook. There is one serious drawback to using an older .pst file with Outlook 2007 -- it is subject to the same maximum file size of 2GB. There's no direct way to automatically convert an older .pst file to the new Outlook .pst format. Still, with a little bit of fiddling, it can be done.
First, determine whether the .pst file is in the older or newer format. To do that, follow these steps:
1. In Outlook, select File --> Data File Management.
2. Click the Data Files tab and select the .pst file you're interested in.
3. Click Settings to open the Personal Folders dialog box.
4. Look in the Format field. If it reads "Personal Folders File (97-2002)," it means you have a .pst file in the older format. If it reads "Personal Folders File," you have a newer .pst file.
If in doing this you see you are using an older .pst file, you can use a work-around to convert it to the newer format. (You can close the Personal Folders box; we're done with it now.)
You'll first create a blank .pst file in the new format, then import the information from the old file into the new one:
1. In Outlook's main menu, select File --> New --> Outlook Data File.
2. On the screen that appears, select Office Outlook Personal File Folder (.pst) and click OK.
3. From the screen that appears, give the new file a file name and choose the location where you want it stored. By default, Outlook will choose where your other .pst files are stored, which by default in Windows 7 or Vista is C:\Users\username\AppData\Local\Microsoft\Outlook and in Windows XP or Windows Server 2003 is \Documents and Settings\username\Local Settings\Application Data\Microsoft\Outlook.
4. From the screen that appears, type a name into the Name box -- this is the name for the file that Outlook will display. Click OK. You've just created the new file in the .pst format. Now you're going to import the data from the old .pst file.
5. Select File --> Import and Export.
6. Select "Import from another program or file," then click Next.
7. From the screen that appears, select Personal Folder File (.pst).
8. A screen will appear asking for the location and name of the file you want to import. Browse to the location of the old .pst file and click Open.
9. You'll be back on the screen asking for the location and name of the file you want to import. Choose "Replace duplicates with items imported" and click Next.
10. From the screen that appears, click on the display name of the file you want to import and click Finish. Outlook will now import all of the data from the old .pst file to the new one, which has a 20GB size limit.
6. Manage RSS Feeds inside Outlook 2007
Those who follow blogs and other RSS feeds should make use of one of Outlook 2007's best features, its built-in RSS reader. When you use the reader, each feed has its own separate folder. Outlook automatically polls each feed and posts updates to the appropriate folder. You can then browse through the folders, the same way you browse through mail. All RSS feeds will be under the RSS Feeds folder.
If you want to use Outlook 2007 for reading blogs, it's best if you configure it to be your default RSS reader. To do that in Windows 7 or Vista, from Outlook 2007's main menu, select Tools --> Options, click the Other tab, and then click the Default programs button. From the screen that appears, check the boxes next to the “Outlook Feeds” items (there may be more than one), click Save, and then click OK. If you're using Windows XP, you'll have to set the default another way (which also works with Windows 7 and Vista): In your Web browser, go to the blog that you want to subscribe to and click the RSS icon. You'll be asked whether to use Outlook to subscribe to the feed. Check the box next to "Always use Microsoft Office Outlook to subscribe to feeds."
From now on, when you click the icon for an RSS feed on the Web, you'll see an Outlook message asking if you want to subscribe to the feed. Click Yes to subscribe or No to not subscribe, or you can customize aspects of how you read each feed by clicking the Advanced button. On the screen that appears, you can change the display name of the feed or change the .pst file to which the feed will be delivered. You can also determine whether the feed should automatically download enclosures (multimedia content, such as for podcasts) and whether to download the entire post as an HTML file.
You can also subscribe to an RSS feed from straight within Outlook 2007 as long as you know the URL of the feed. To do it, select Tools --> Account Settings, then click the RSS Feeds tab. Click New, and type or paste the URL of the feed into the New RSS Feed dialog box that appears. Then click Add, and click OK.
7. Integrate Google Reader Feeds into Outlook
Google Reader is an excellent Web-based RSS reader, and if you already use it, you may have quite a few RSS subscriptions there. What if you'd also like to get access to those RSS feeds -- and other Google Reader features -- from within Outlook? Here's how to do it:
1. Right-click the RSS feeds folder in Outlook and select Properties.
2. Click the Home Page tab.
3. In the Address box, type: http://google.com/reader
Check the box next to "Show home page by default for this folder." Then click OK.
From now on, when you click the RSS Feeds folder within Outlook, Google Reader appears in your Reading Pane and you can use it there in the same way as if you were using it on the Web. You will most likely have to log into Google Reader the first time you use it within Outlook. Your existing RSS feeds within Outlook won't vanish -- they'll be in their folders underneath the RSS Feed folder, just like before.
8. Sync Outlook's Calendar with Google Calendar
Do you use the Outlook calendar at work, but also keep you own personal Google Calendar? Checking two calendars throughout the day and manually keeping them in sync can sometimes feel like a full-time chore. However, free software from Google can automatically keep them in sync.
Downloading, installing and setting up Google Calendar Sync is straightforward. The only real decision you'll face is what kind of sync to perform. You can perform a two-way sync, in which all events in both calendars are synced with each other, a one-way sync from Outlook to Google, or a one-way sync from Google to Outlook.
If you want to change the type of sync the program performs at any point, right-click the Google Calendar Sync icon in the System Tray, select Options, and make the change from the screen that appears.
9. Find Where Outlook 2007 Stores Data
Outlook stores its data in many different locations, not all of them logical. Making things even more confusing is that some of the locations are different than they were in previous versions of Outlook. The locations may also vary depending on the version of Windows you use. There are times when you'll want to know where the files are stored, for example if you want to back them up. To help you out, following is a list of the default files, extensions and their locations, and what they do. Note that this is for setups where Outlook is not being used in concert with Exchange Server.
Keep in mind that many of these folders are hidden by default. If yours are hidden, you can tell Windows to display them. How you do that depends on your operating system. In Windows Vista click the Start button and select Control Panel --> Appearance and Personalization --> Folder Options. Then on the View Tab, under Advanced Settings, select "Show Hidden Files and Folders" under the Hidden Files and Folders entry. Click OK.
In Windows XP, click the Start button, then click Control Panel. Click Folder Options, and in the View tab, select "Show hidden files and folders" under the "Hidden files and folders" entry. Then click OK.
10. Take Advantage of Outlook's Keyboard Shortcuts
Mousing around Outlook takes far too much time. Using the keyboard for common tasks is your quickest way to productivity. The following shortcuts will help you with just about anything you do in Outlook.
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