Advanced Outlook and WUmail

1. Advanced Outlook and WUmail Gail Farally-Semerad PC Support Specialist Widener University Write your name on boardWrite your name on board

2. Objectives: Setup Folder Sharing with other Users. Installing and Configuring the SyncQ with Outlook. Give Sharing Access to others to view and edit your Calendar. Scheduling Events with Multiple Attendees.

3. Wumail Wumail is the Primary Email and Calendar. Access 24/7 anywhere with Internet access. Can be used with Outlook or Thunderbird. Outlook and Thunderbird show mirror images of your mail in Wumail. IT IS THE SAME MAIL. Any deletion in the web client of Wumail will effect Outlook or Thunderbird and visa versa.

4. Setting up your Outlook Profile Set up new profile in Outlook Open Outlook Click on Tools>E-mail accounts>Add a new e-mail account Personal information Incoming/Outgoing mail server: wumail.widener.edu Write Server name on BoardWrite Server name on Board

5. Setting up your Widener Directory in Outlook In Outlook, Click on Tools>e-mail accounts Add a new directory Add directory>next>LDAP>add Server name: directory.widener.edu More settings>search tab Search base: o=widener Click apply>Click OK

6. Installing SyncQ from WUmail Installing SyncQ Log into the WUmail client through your Internet browser at wumail.widener.edu Click on Options Under Downloads > Click on SyncQ Scroll down on page to Installing Outlook SyncQ Click on blue text syncQ.exe Install the SyncQ client (Outlook must be closed)

7. Configure SyncQ Open Outlook Log in with username and password. Configure Personal Settings: Enter in personal account settings VERIFY SyncQ Items Calendar All Events Only the past 1 month Tasks Contacts Synchronization Director Outlook to Server Server to Outlook

8. Setting Conflict Resolution Conflict Resolution setting under SyncQ Click on arrow and set for: Disabled Favor Outlook Favor Server* Background Synchronization Performing a Synchronizing Outlook with Wumail Choices: Disabled to 4 hours

9. Wumail Set-Up Allow others to view your calendar Set up Wumail first. Log into the WUmail client Click on Options >Calendar >Sharing Controls DO NOT Publish your Calendar Adding a user Click on User: Scroll to External Widener Directory Type in Name >Find>Add>OK Setting Access Controls Read Only Full Access Free Time Search Request Meetings Close WUmail

10. Configuring SyncQ in Outlook Open SyncQ Click on Options >SyncQ tab Click Add Shared Users Type username Verifying the User If you have full access, you can add both Sync Directions Read Only access will grey out Outlook to Server Click OK

11. Users to Synchronize Check box next to User�s name Click Apply Review Status info for each user Click OK Click on the SyncQ icon on toolbar to Sync Wumail with Outlook

12. Viewing shared Calendars in Outlook Open Outlook Click on Calendars Check off calendars you want to view Calendars will open side by side

13. Viewing Shared Calendars in WUmail Open Wumail Click on Calendars Look for new names under Shared Calendars Click on User name to access their calendar Calendars can only be displayed singularly Users must give you permission to view their calendars.

14. Scheduling an Appointment in Outlook Open Outlook Click on Calendar Click on �New� icon on the Outlook Toolbar Add Subject and Location Pick Date and Time Set Reminder Click on Scheduling Tab Click Add Others>Add from Address Book Click Advanced>Find>Type Last Name> Find name on list>Click OK Click Send

15. Recurring Appointment Click on �Recurrence� icon on toolbar Customize Appointment Click OK Click �Save and Close� on toolbar

16. Checking Attendees Responses Click on the Appointment to open Click on the Tracking tab Each invited guest will need to accept or decline on their Wumail or Outlook calendar After guest accept or decline the invitation their responses will appear next to their name.

17. Setting up Appointments in Wumail Open Wumail Click on Calendars Click New Type Title>Pick time>Set Reminder>Add Attachment> Click on Schedules Click User: Source � Click External Widener Directory Type Name>Find>Add>OK>Add Event

18. Customizing Appointments in WUmail Click Repeat Options to set schedule for repeating appointments (Staff meetings, vacations or conferences) Click on Check Conflicts to see if the time and day will be acceptable to all guest Click on Suggest time if someone is busy. The system will find a day and time that is convenient for all parties Cancelling the appointment removes the appointment from guest Wumail calendar and sends them an email notice.