OWA Basics (Outlook Web Access - Application) “How To – The Basics”
Transcription
OWA Basics (Outlook Web Access - Application) “How To – The Basics”
OWA Basics (Outlook Web Access - Application) “How To – The Basics” OWA Access: https://owa.wusd.k12.ca.us WUSD Technology Services This document has instructions for logging into Outlook Web Application (OWA) by WUSD District Employees. WUSD Technology Services |Washington Unified School District | 375-7900 | VoIP Ext 1400 OWA 2010 Basic Contents OWA EMAIL What is Outlook Web App 2010?.......................................................................................................... 3 The OWA Mail Screen ........................................................................................................................... 4 The Sections of Outlook Web App 2010 ............................................................................................... 5 The Inbox and Managing Email ............................................................................................................. 5 Sorting Messages .................................................................................................................................. 6 Create/Sending a Message ................................................................................................................... 7 Add an Attachment ............................................................................................................................. 11 Create a New Folder ........................................................................................................................... 11 Move emails to Folders ....................................................................................................................... 13 Copy emails to Folders ........................................................................................................................ 14 Calendar OWA Calendar Screen ......................................................................................................................... 15 Customizing OWA Calendar View ....................................................................................................... 16 How to Enter a Meeting Request........................................................................................................ 18 Check Availability of People you invite to Meetings ........................................................................... 20 Contacts Access Contacts................................................................................................................................... 22 Using Find Someone (Global Address List) ......................................................................................... 23 Using Your Personal Contact List ........................................................................................................ 24 Creating New Contacts ....................................................................................................................... 26 Search OWA How to search ..................................................................................................................................... 30 Advanced Features Out of Office message ......................................................................................................................... 32 Logging Off Sign Out ............................................................................................................................................... 33 2 OWA 2010 Basic Requirements to use OWA Full Version: You must use at least version 7 of IE, Safari on Mac and Firefox 3.X (these two achieve 99% feature availability). If you are using Google chrome, you will be forced into OWA light. Same goes for IE 6. WUSD Email via OWA 2010 What is Outlook Web App 2010? Outlook Web Access allows you to access your WUSD email from any computer that has internet access via a web browser. Outlook Web Access 2010 is now compatible with all main browsers (i.e., Internet Explorer, Firefox, Google Chrome and Safari). To access OWA do the following: 1. 2. 3. 4. Open Internet Explorer or any browser Enter the address: https://owa.wusd.k12.ca.us Enter your WUSD username and password and then click on the “Sign In” button. When entering your username, use the following conventions: username 3 OWA 2010 Basic The OWA Mail Screen 4 OWA 2010 Basic The Sections of Outlook Web App 2010 Click on the section tab to access the various sections of OWA 1. Mail – Compose, send, read and reply to emails 2. Calendar – Create appointments and meetings 3. Contacts – Manage and store contact information 4. Tasks – List of to-do items with optional reminder 5. Public folders – shared information area The Inbox and Managing Email The Inbox allows you to send and receive emails. The following image illustrates the tools that are available while in your inbox. 5 OWA 2010 Basic Select the View menu. You have 3 choices here: 1. Right - This puts the reading pane to the right of the message pane 2. Bottom – This puts the reading pane on the bottom, with message pane on top 3. Off – This turns the pane off. You will need to double click a message to open it in this view. Sorting Messages To sort your messages, use the “Arrange by Date” command to sort by any of the field headings. Arrange by Date 6 OWA 2010 Basic Create/Sending a Message Click on the “New” button on the toolbar and choose “Message”. Type an email address in the “To…” field. If you have sent a message to this address before, the “Auto Complete” feature will show the address in green below. Click on the “green” area to move the address into the “To…” field. 7 OWA 2010 Basic If you need to look up an address, simply click on “To…” and Global Address List will open. Type the name of the person you would like to find and click the magnifying glass to search for that address. After clicking to search, you will see a list of possible addresses (you may only see one) 8 OWA 2010 Basic Pick an address by clicking on it, and then click “To”, “Cc” or “Bcc” to populate that field with the address you want. • You can go search for more addresses, and populate them in the fields as well. • Click “OK” when you are done gathering addresses. 9 OWA 2010 Basic Now you can add a subject, and body to your message. Click “Send” to send the message. 10 OWA 2010 Basic Add an Attachment To attach a file to a new message, click on the Paper Clip button, a new window will open, Click on the Browse button and select the file you want to attach, then click on open. Click the attach button and then the close button. Create a New Folder From the Navigation Pane; right click on the folder that you want to place the new folder within, select “Create New Folder” from the drop down menu. 11 OWA 2010 Basic Type a name for the new folder and hit enter on your keyboard. The new folder will appear under the folder you created it in. In example below, the new folder “Test Folder” appears under the “Inbox” folder. 12 OWA 2010 Basic Move emails to Folders Select the email that you want to move/copy in the View Pane, click on the “Move” dropdown menu and select the location you would like to move/copy the e-mail to. • You can choose a folder that appears in the dropdown • Or you can click on “Move to Folder…”. If you choose this, a new window will appear, and you can choose the folder to move to from the list (see “Move to Folder” image below) 13 OWA 2010 Basic Copy emails to Folders You can also copy emails to folders, keeping the original in your message pane, and sending a copy to a folder. To do this: • Click on the “Move” dropdown menu • Select “Copy to Folder” • A “Copy to Folder” window will open (see image below) where you can choose the folder you want to copy the email to. Click “Copy” when you are done. 14 OWA 2010 Basic Calendar OWA Calendar Screen 15 OWA 2010 Basic Customizing OWA Calendar View Using the buttons in the image below, you can change the way your Calendar displays your appointments. Choose between a Day, Work Week, Week, or Month View. Simply click the button corresponding to the view you want to change it. Day View – This view displays a single day’s appointments by the hour. Work Week View – This view displays your appointments in a 5 day week format (Mon – Fri). Week View – This view displays your appointments for the entire week (Sun – Sat). Month View – This view displays your appointments for the entire month. Adding an Appointment To add an Appointment, click “New” on the Calendar Toolbar and choose “Appointment”. Alternatively, you can add appointments by double clicking on a date on the calendar. 16 OWA 2010 Basic After clicking on the “Appointment” you will see a window like the one below. • • • • • • • Type a subject for the appointment Type a location Choose a start and time/date Choose how much time before the appointed time you would like a reminder of the appointment Type text in the body to add more details about the appointment (optional) Click “Save and Close” after you are finished typing in information The appointment will now show on your calendar 17 OWA 2010 Basic How to Enter a Meeting Request Meeting Request is a tool that allows you to setup meetings and invite attendees. If you create the meeting request, you will receive notifications if people have accepted, declined, or proposed a new time for the meeting. To enter a Meeting Request, click the arrow next to “New” on the Calendar Toolbar and select “Meeting Request”. After clicking on “Meeting Request”, you will see a window like the one below 18 OWA 2010 Basic Simply fill in the information • To… - In this field type in the address of people you want to invite/request a meeting with. You can use the address book feature to find people, by clicking on the “To..” (just like you did when finding addresses for sending a message from earlier in this document) • Optional – leave this field blank • Resources – Here you can find a room or piece of equipment to add to the meeting. Just like adding a person in the “To..” field, click on the word “Resources” and the address list will open. Click “All Rooms” to see a list of rooms available for request. Click on “Show other address lists” to find list of “All Rooms and Equipment” • Subject – Type in a subject for the meeting • Location – If you picked a room under “Resources” then this field will have the name of the room in it. If you did not pick a room, type in the location of the meeting. • Pick the start/end time/date and pick the time for your reminder • Click “Send” when you are done. An email message will be sent to the people/rooms and equipment you invited. 19 OWA 2010 Basic Check Availability of People you invite to Meetings You can also check the availability of people you are inviting to a meeting by using the “Scheduling Assistant”. This assistant will show you “Free/Busy” time for both the people you are inviting and the “Resources/Equipment” you schedule for a meeting. Suggested Times - The Scheduling Assistance allows you to see when people are free according to what they have entered in their Calendars. There is a Suggested Times box on the right side that will let you know when people/resources are free on a certain date and certain time. To select more Attendees, you can click on “Add a name” button to select people from the Global Address List. Rooms and resources will also be available this way as well. 20 OWA 2010 Basic Availability – If you see a purple bar across a time frame, this shows that the person/room is unavailable/busy at that time (they have something already scheduled for that time) • Everyone can see everyone else’s availability, which allows for easy scheduling of meetings. Being able to see someone’s availability means that you can see when they’re busy and free. If you share your calendar with others, they can see more information (depending on what level of permission you’ve given them). • The green and red lines indicate the time period of the meeting request. You can move the lines by clicking on a different time period on the calendar. 21 OWA 2010 Basic Contacts Access Contacts There are two ways to access contacts in OWA. • The Contacts menu item on the bottom left will open up your personal contacts in the existing window. • The contacts button (Find Someone) at the top right will open up your global address list in a pop-up window. 22 OWA 2010 Basic Using Find Someone (Global Address List) When you click on the book icon next to “Find Someone” you access the Global Address List. There are a couple of different features as compared to the “Contacts” you open in the left side navigation. • Global Address List (default) – this is a list of all people in the WUSD system • All Rooms – this is a list of all rooms available for booking • Show other address lists – this is a list of all address books you have access to 23 OWA 2010 Basic Using Your Personal Contact List You can view All, People or Groups in your personal contact list. Click the radio button under “Show:” to select from these views. 24 OWA 2010 Basic When you click on an address of an individual or group from the list, you can: • • • Email the individual or group Set up a meeting request with the group or individual Forward the group or individual contact information to someone else 25 OWA 2010 Basic Creating New Contacts You can create new individual or group contacts. Click on “New” in the contact toolbar and select: • • Contact – to create an individual contact Group – to create a group contact 26 OWA 2010 Basic When you create either a new group contact, a window opens for you to enter in information about the group. Group Name – give the group a name here Members – click on the word “Members” and the Global Address list (GAL) will open for you to find names to add. The names you add will show as a list under “Name”. 27 OWA 2010 Basic To add group members from the GAL, • First search for a name by typing in the search box and clicking on the little magnifying glass. • When you find a name you want to add, click on the name and then click “Members” at bottom of window. The name will show up in the field next to “Members” • To add more names, search again, click on the name, then “Members” at bottom • When finished adding names, click on “OK” 28 OWA 2010 Basic Back in the add group contact window, click on “Add to Group” to add the names to the group. The names you added will appear as a list under “Name”. Click “Save and Close” when you are done. Your new group contact will appear in your contact list. 29 OWA 2010 Basic Search OWA How to search You'll find a search window at the top of the list for Email, contacts or tasks. If you click the down arrow next to the search box you will have several choices to choose from: • • • • This Folder – Searches in folder you are in currently This Folder and Subfolder – Searches a folder and its subfolders Entire Mailbox – Searches the contents of your entire mailbox Set Default Location – Lets you choose what folder to search in by default 30 OWA 2010 Basic You can also do some advanced searching. For Advanced searching, click the chevrons the right side of the search window to select additional options to narrow the range of your search. In Mail, you can narrow your search to the following: • • • • to Results in - the subject and message body, message body only, or subject only. From - or sent to a specific person or group. Category - Items in a specific category After you configure your search, click Enter or Search to start your search. To cancel or clear your search, click . 31 OWA 2010 Basic Advanced Features Out of Office message Click the “Options” dropdown menu and select “Set Automatic Replies…” Click the “Send automatic replies” radio button and choose: • • • Start and End times Type a message about being out of the office, i.e. “I will be out of the office from June 1June 5…..” Click “Save” when you are done 32 OWA 2010 Basic Sign Out Be sure to sign out so that no one can access your emails. Click the Sign Out button in the top right-hand corner, you will then be asked to close the browser by clicking the close button. 33