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Working with Calendar from Outlook

Working with Calendar from Outlook

In this module you learn how to perform specific tasks with Calendar using Microsoft Outlook as the user interface. This includes using the daily and weekly views, creating a meeting with certain attributes, responding to meeting requests, and verifying that your calendar data is up-to-date.

This module will discuss the following:

Overview
Prerequisites
Using your Outlook Today
Creating a Meeting with Multiple Attendees and Resources
Creating a Recurring Meeting
Creating a Meeting with a Web Conference Request
Responding to Multiple Meeting Requests
Checking Cross-Client Consistency of Calendar Data (Real-Time)

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With Oracle Calendar, you can keep track of your schedule wherever you are. Offering all the benefits of Oracle Collaboration Suite and its unbreakable software infrastructure—in addition to full integration with Microsoft Outlook—Oracle Calendar provides an end-to-end time management solution that addresses the group-scheduling needs of any organization.

The Oracle Connector for Outlook service enables users to employ the Microsoft Outlook interface to access the Oracle Calendar.

In order for this lesson to work successfully, you will need to have performed the following:

1.

Completed the Preinstallation Tasks lesson

2.

Completed the Installing the Oracle Collaboration Suite Infrastructure lesson

3.

Completed the Installing the Oracle Collaboration Suite Information Store lesson

4.

Completed the Installing the Oracle Collaboration Suite Mid Tier lesson

5.

Completed the Provisioning a New Oracle Collaboration Suite User lesson

6.

Completed the Oracle Calendar Configuration and Administration lesson

7.

Completed the Install and Configure Oracle Connector for Outlook lesson


When you open Calendar, the default view is the Day view, which displays one day's worth of entries in graphical format. From this window, you can see the following components:

Calendar Toolbar
Your daily schedule
Taskpad
Your monthly calendar

Oracle Calendar offers different views to help you display and manage information in your agenda. From any of these views, you can view entries in your agenda by double-clicking a specific entry.

1.

Begin by double-clicking on the Microsoft Outlook icon on your desktop.

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2.

On the Oracle Connector for Outlook option, click Connect.

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3.

The overview of the Calendar appears.

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4.

You can toggle between these views by using the Calendar toolbar. These include the Day view (displays one day), the Work Week view (displays five days, excluding Saturday and Sunday), and the Week view (displays seven days, including Saturday and Sunday).

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There are a number of methods to creating a meeting and viewing the availability of other attendees that you would like to have attend the meeting.

To create a meeting with multiple attendees and resources, perform the following steps.

1.

From the Calendar toolbar, select Actions -> Plan a Meeting.

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2.

You will see your username listed. Click in the next row down where it says "Click here to add attendee." Input the attendees name in the field where it says "Type Attendee Name Here." Hit the Enter key on your keyboard.

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3.

From the legend, you can see the times that are marked as unavailable with the other attendees schedule.

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4.

To enter another attendee, enter the name in the next row and click Return. The Calendar will update the legend with the most up-to-date information from the Calendar server for that individual's agenda.

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5.

Choose the time that you would like to set the meeting (based on the other attendees availability), by clicking on the appropriate field in the Meeting start time: field.

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6.

To confirm the meeting with multiple attendees, click on the Make Meeting button.

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7.

All of the attendees email addresses are automatically populated in the To: field. Fill in a meeting name in the Subject field.

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8.

Click Send to send the meeting invitation to the invited attendees.

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9.

The new meeting appears in your Calendar agenda.

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1.

From the Calendar toolbar, select Actions -> New Recurring Meeting.

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2.

From the Appointment Recurrence window, you can modify the Appointment time, Recurrence pattern, and Range of recurrence. This example creates a meeting that will occur from 8:00 to 8:30 am every Wednesday with no ending date. Click OK.

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3.

Fill in the email addresses and the subject information to the members that you would like to include in the weekly meeting. In the email invitation, it shows the information regarding the recurring meeting details.

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1.

From the Calendar toolbar, select Actions -> New Meeting Request.

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2.

Select the “This is an online meeting using” check box on the meeting form. Then select Oracle Web Conferencing from the drop-down list.

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3.

Enter the appropriate dial-in information in the Dial-in field.

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4.

If you would like invitees to be able to join the Web conference from the e-mail invitation, select the “Join conference from e-mail invitation” check box. This is recommended if you are inviting non–Oracle Calendar users to the Web conference.

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5.

Select one of the options to set the Conference type:

- Regular: The Web conference is accessible by anyone who has been invited. You can also select the “List on public Web page” check box if you want this Web conference to be listed on the Oracle Web Conferencing page.
- Restricted: The Web conference is accessible by only those users who have been invited and have an Oracle Web Conferencing account.

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6.

If you would like to set a password for this conference, click More. The Conference Settings dialog box opens. Enter a password and click OK. The password is included in the Web conference e-mail invitation. If you set a password, invitees are prompted for the password before they can join the Web conference.

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7.

Complete the meeting request as you would for a standard meeting. After the system generates a Web conference ID, that ID is added to the meeting entry.

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1.

From your daily view, you can see the list of meetings that are scheduled for today's date.

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2.

Right-click either on the specific meeting that you would like to respond to or anywhere in the daily agenda view. From the pull-down menu, you can select an option (Accept, Tentative, or Decline) for the one meeting only, or you can select Respond To All -> (Accept, Tentative, or Decline) for all of your meetings. For this example, Accept was chosen.

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3.

A blue border appears around the meetings that have been accepted.

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1.

From the main Microsoft Outlook page, select Tools -> Synchronize -> All Folders to synchronize all of your folders in Outlook with the current information on the server.

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2.

A window appears displaying the status of the synchronization of each folder.

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3.

From the Plan a Meeting window, click on Options -> Update Free/Busy to ensure that you are looking at the most up-to-date information for each attendees calendar.

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