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Microsoft

Official

Academic Course

Microsoft

Outlook 2013

MOS

EXAM

77-423

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Microsoft Official Academic Course

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Editor

Bryan Gambrel

Publisher Don

Fowley

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Senior Content Manager

Kevin Holm

Senior Production Editor

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Creative Director

Harry Nolan

Cover Designer

Tom Nery

Product Designer

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Content Editor

Wendy Ashenberg

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Foreword from the Publisher

Wiley’s publishing vision for the Microsoft Offi cial Academic Course series is to provide students

and instructors with the skills and knowledge they need to use Microsoft technology effectively in

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Microsoft Offi cial Academic Course textbooks are “Offi cial” in still one more way—they are the

offi cially sanctioned courseware for Microsoft IT Academy members.

The Microsoft Offi cial Academic Course series focuses on workforce development. These

pro-grams are aimed at those students seeking to enter the workforce, change jobs, or embark on new

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exams. The textbooks focus on real skills for real jobs. As students work through the projects and

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Microsoft technology to everyday tasks. These students also gain resume-building credentials that

can assist them in fi nding a job, keeping their current job, or in furthering their education.

The concept of life-long learning is today an utmost necessity. Job roles, and even whole job

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Illustrated Book Tour

Lesson Skill Matrix

293 Calendar Basics

8

KEY TERMS • appointment • availability indicator • banner • Busy • event • Free • iCalendar • meeting • Out of Offi ce • private • recurring appointment • tasks • Tentative

Skills Exam Objective Objective Number

Creating Appointments Create calendar items Set calendar item times Create calendar items from messages

3.2.1 3.2.5 3.2.4

Setting Appointment Options Confi gure reminders Change availability status Create recurring calendar items Mark as private Forward calendar items

3.3.3 3.2.8 3.2.2 2.1.10 3.3.2 Creating an Event

Printing Appointment Details Print Calendars 1.3.2

© T h om as _ E ye D es ig n /i S to ck p hot o

LESSON SKILL MATRIX

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Key Terms

145 Circling Back

Fourth row www.fabrikam.com Fifth row 800-555-8734 or [email protected]. [Press Enter.]

16. Select all the text in the table. Click the MESSAGE tab if necessary. In the Basic Text group, change the font to Century Gothic. (Use Arial font if you don’t have Century Gothic.)

17. Select Marian Cole in the fi rst row of the second column. Change the font to Lucida Handwriting. (If you don’t have Lucida Handwriting, use any font that looks like handwriting or leave the font unchanged.)

18. Increase the font size of Marian’s name to 20 and click the Bold button.

19. Select the text in the fi rst row of the table. Click the Font Color arrow. In the displayed colors, click a medium blue shade that coordinates with the color of the pool image.

20. Drag the right border of the table to the left so that the second column is barely wider than the widest text in the column.

21. Click the pool image. Click the TABLE TOOLS LAYOUT tab. Click the Align Center button in the Alignment group.

22. Select the table. Click the TABLE TOOLS DESIGN tab. In the Borders group, click the Borders arrow. Click the No Border option.

23. In the message area, select the new signature table.

24. In the Text group on the INSERT tab, click the Quick Parts drop button. Click Save Selection to Quick Part Gallery.

25. In the Name box, key CB 1-1 as the name for your Quick Part. Click OK.

26. Click the FILE tab and select Save As. The Save As dialog box is displayed.

27. In the File name fi eld, key CB Project 1-1. In the Save as type fi eld, select HTML. Click Save.

28. Click Send.

LEAVE Outlook and the message window open for the next project.

Project 2: Send a Digital ID with a Default Theme

Marian likes the new signature and has asked you to create a default theme to go with the “look” you are designing. Create and send a message using the new signature and theme. Mark the mes-sage as High Importance and fl ag the mesmes-sage for the recipient to follow up. If you have a digital ID, include your digital ID in the message.

GET READY. Outlook must be running for this project.

1. Click the FILE tab and select Options. The Outlook Options dialog box is displayed.

2. Click Mail in the Navigation Pane. In the Compose messages area, click the Stationery and Fonts button. The Signatures and Stationery dialog box opens.

3. Click the PERSONAL STATIONERY tab. Click the Theme button to display the Theme or Stationery dialog box.

4. In the list of themes and stationery, scroll down and click Soft Blue. Click OK to close the Theme or Stationery dialog box.

5. Click the Font dropdown arrow, select Use theme’s fonts.

6. Click OK to close the Signatures and Stationery dialog box. Note that changes to the theme or stationery are not displayed until you open a new message window. Click OK again to close the Outlook Options dialog box.

7. On the HOME tab, click the New E-mail button. A new message window is opened and the MESSAGE tab is selected.

8. Click in the message area. Key Hi Jon, and [press Enter twice]. Notice that the theme you selected changed the fonts used in the message area.

9. Key I’m looking forward to our lunch appointment tomorrow. [Press Enter twice.]

10. In the To fi eld, key [the e-mail address of a friend or coworker].

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Business Scenario

Software Orientation

Managing Tasks 397 19. Click the Close button in the upper right corner of the docked peek. PAUSE. LEAVE Outlook 2013 open to use in the next exercise.

Table 11-1 lists and describes the Outlook 2013 Task views, which you will learn to use in this exercise.

How do you use Current view when looking at tasks?

1.1.5

Views Description

Detailed Similar in appearance to the Simple List, this view also includes the status, percent complete, and category of your tasks, complete or active. Simple List This view shows the subject and due date for all tasks, completed or not. To-Do List This view includes not only your active tasks, but all other To-Do items, such as

messages and contacts that you have fl agged for follow-up. Prioritized This view shows your active tasks sorted by the Priority fi eld. Tasks at the top

have a High priority.

Active This view shows only the tasks that you have not yet marked as completed. Completed This view shows only the tasks that you have marked as completed. Today This view shows all tasks due today.

Next 7 Days This view shows all tasks due within the next seven days. Overdue This view shows all tasks that are currently overdue.

Assigned This view shows all tasks that were assigned to you or that you have assigned to someone else.

Server Tasks If you are operating on a Microsoft Exchange network and using SharePoint 2013, this Outlook 2013 view shows all tasks created and tracked through SharePoint.

Table 11-1

Task views

MANAGING AND COMPLETING A TASK

After a task is created, you may have to modify the task by setting its priority as High, Low, or Normal. You can change a task’s status and update the amount of the task that has been complet-ed. You can also mark a task as private, keeping the details hidden from other users.

Updating a Task

Over the lifespan of a task, many things will change, from the status to the percentage of comple-tion to the due date. Keeping track of the status of your tasks is a key element to keeping your project on course. Tracking the status of a task includes modifying the task’s status and percentage complete each time you work on it. The Status and % Complete fi elds work together to defi ne your progress, as shown in Table 11-2. In this exercise, you will update an existing task.

The Bottom Line

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Easy-to-Read Tables

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Illustrated Book Tour

Managing Tasks 407 1. If necessary, click the Tasks button in the Navigation bar to display the Tasks folder.

Click the To-Do List button in the Current View group on the HOME tab.

2. Click the New Items drop-down arrow. The drop-down menu appears.

3. Click Task Request . The Task Request window containing elements of a Task window and a Message window is displayed, as shown in Figure 11-24.

4. Click the To fi eld and key [your partner’s e-mail address]. Your partner is the Outlook 2013 user who will own this task.

5. Click the Subject fi eld and key Prepare training materials for new employees .

6. Click the Due date fi eld. Key or select [next Friday’s date].

7. In the message area, key the following message: Hi, [Press Enter .] Please prepare training materials and a schedule for the one-day training seminar next week. [Press Enter twice.] Thanks, [Press Enter twice.] Key [your name].

8. Click the Send button to send the task request. If you kept a copy of the task, it is displayed on your To-Do List.

9. Click the Prepare training materials for new employees task on your To-Do List to verify that your partner is identifi ed as the task owner, as shown in Figure 11-25.

Another Way

If you want to assign a task that already exists in your task list, open it and click the Assign Task button in the Manage Task group on the TASK tab.

Selected task

Recipient has not responded to the task request yet

Recipient is task owner

Figure 11-25

Assigned task displayed after task request sent

Recipient

Task name

Tracking options

Task due date

Task importance

Task notes

Figure 11-24

Task Request window

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Screen Images with Callouts

Automating Message Processing 199

Let’s put that in terms of a real-life situation. Suppose that Jon, the addressee of the forwarded messages you just created, goes on a two-week business trip followed by a two-week vacation in Hawaii. He asked you to stop forwarding schedules to him for four weeks. If the three actions were combined into one rule, you would need to create new rules or edit the combined rule so that the messages are still moved and categorized, but not forwarded to Jon. Then when Jon returns, you’ll need to go back in and edit the rule again to add back the third step. If you keep the forwarded action in a separate rule, you just need to deselect the rule in the Rules and Alerts dialog box to turn off the forwarding rule until Jon returns with a tan and too many vacation photos. When he gets back, just select the action again.

Creating a Rule from Scratch

Some rules are simple to write. You want to fi nd messages that meet one condition and perform one action without exceptions. For example, a simple rule might be “Delete all the messages in the Orange Category.” As you learn in this exercise, you can quickly create simple rules like this from scratch. This is the best method to create simple rules with one condition, one action, and no exceptions.

STEP BY STEP Create a Rule from Scratch

USE the message you sent in the previous exercise.

1. If necessary, click the Mail button in the Navigation bar to display the mailbox.

2. Click the Rules button on the HOME tab and click the Manage Rules & Alerts option. The Rules and Alerts dialog box is displayed.

3. Click the New Rule button. The Rules Wizard dialog box is displayed, as shown in Figure 5-25.

Figure 5-25

Creating a rule from scratch

Select options in this category to write a rule from scratch

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Take Note Reader Aids Step by Step Exercises Lesson 3 114

You can fi nd more information about tasks in Lesson 11.

Specifying the Sending Account

Many people have more than one e-mail account, such as a business account and a personal account. You can add all of your e-mail accounts to Outlook so that you can keep up with all of them at once. If you have more than one account, it is important that you specify the appropriate e-mail account as the sending account for your outgoing messages. When you set up multiple e-mail accounts, you’ll have an extra From button in your message window. Click this button to choose the e-mail account from which you want to send the message. In this exercise, you’ll create a sample message and send it from an alternate e-mail address.

STEP BY STEP Specify the Sending Account Cross

Ref

Figure 3-13

Selecting a sending account The sending email address

Click to select an alternate sending account

3. Select your alternate e-mail account from the dropdown list.

4. In the To fi eld, key [your main e-mail address]. In the Subject fi eld, key Sample Alternate E-mail .

5. In the message area, key Sample Alternate E-mail.

6. Click the Send button. The Message window closes, and the message is moved to the Outbox. The message is sent when your computer is connected to the Internet and the message will be displayed in the Inbox when it has been sent.

PAUSE. LEAVE Outlook open to use in the next exercise.

Another Way

You send the message from another e-mail address by selecting the Other E-mail Address option and keying a different address into the From fi eld.

How do you send messages from a secondary e-mail

account?

1.1.6

In order to complete this exercise, you’ll need to have at least two e-mail accounts set up in Outlook.

Troubleshooting

GET READY. LAUNCH Outlook if it is not already running and be sure that you have more than one e-mail account set up.

1. Click the New E-mail button on the HOME tab. The Message window is displayed.

2. Click the From button shown in Figure 3-13. A dropdown list is displayed showing each of your e-mail accounts.

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Another Way Reader Aids Troubleshooting Reader Aids

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Illustrated Book Tour

Working with Contacts 227

Creating a Contact from an Existing Contact

Often, you will have several contacts who work for the same company. Rather than keying the same data for a new contact, you can create the new contact from the existing contact. When you create a new contact for a person from the same company, the company name, File As, website, phone number, and address are carried over to the new contact. The name, job title, and e-mail address are not carried over to the new contact because these fi elds will usually differ between contacts, even if they work for the same company. In this exercise, you’ll learn how to create a new contact from an existing contact’s record.

STEP BY STEP Create a Contact from an Existing Contact

GET READY. Before you begin these steps, be sure to complete the previous exercise.

1. If necessary, click the People button in the Navigation bar to open the People Hub.

2. Click the Gabe Mares contact record. The Gabe Mares—Contact window is displayed in the Contact Card pane. In the New group on the Ribbon, click New Items to display a list of options, as shown in Figure 6-4.

Click to create a contact from an existing contact

Figure 6-4

Create a Contact from an Existing Contact

3. In the dropdown list of options, click Contact from the Same Company . A new window titled Wingtip Toys—Contact is displayed.

4. Click the Full Name fi eld if necessary. Key Diane Tibbott and [press Tab ] . The insertion point moves to the Company fi eld. The File As fi eld is automatically fi lled with Tibbott,

Diane , and Diane Tibbott is displayed in the business card. The name of the window is

changed to Diane Tibbott—Contact.

5. Click the Job title fi eld. Key Marketing Representative and [press Tab ] . Diane’s job title is added to the business card. The insertion point moves to the File As fi eld, highlighting the current value.

6. Click the E-mail fi eld. Key [email protected] and [press Tab ] . The Display As fi eld is automatically fi lled, and Diane’s e-mail address is added to the business card.

7. In the Actions group on the Ribbon, click the Save & Close button. Diane Tibbott’s contact information is saved and her Contact window closes. PAUSE. LEAVE Outlook open to use in the next exercise.

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Data Files Icon

Microsoft Offi ce Specialist Certifi cation Objective Alert

Lesson 7 266

Searching for Contacts

Outlook 2013 has enhanced search tools with a separate SEARCH TOOLS tab that contains a variety of tools for fi ltering the search results. The improved search and fi lter tools allow you to use any information in a contact record as the search parameter. For example, you can search for con-tacts containing text such as Diane, Pittsburgh, or Lead. As you begin keying text into the Instant Search box, Outlook starts searching your contacts list and begins populating the results list with matching contacts as they are found. In this exercise, you’ll use Instant Search to fi nd a contact.

STEP BY STEP Search for Contacts

GET READY. LAUNCH Outlook if it is not already running. The contacts used in this exercise were created in Lesson 6.

1. If necessary, click the People button in the Navigation bar and select People in the Current View group to display the People Hub.

2. Click in the Instant Search box at the top of the Contact Index. The new SEARCH TOOLS tab appears in the Ribbon.

3. In the Instant Search box, key toy . As you key the search text, Outlook displays all the contacts that contain the text toy in any of their fi elds, as shown in Figure 7-9.

4. Click the More button in the Refi ne group of the SEARCH TOOLS tab. A menu of additional search fi elds is displayed, as shown in Figure 7-10. Instant Search box with

partial value keyed

Search filtering tools

Figure 7-9

Search for contacts

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Cross Reference Reader Aid

Advanced E-mail Tools 139

Knowledge Assessment

Multiple Choice

Select the best response for the following statements.

1. What Options page in the Outlook Options dialog box contains the controls for how Outlook handles message replies and forwards?

a. Mail Options b. General Options c. Advanced Options d. Message Options

2. What scrambles the text so that only the recipient with a key can decipher the message?

a. blending b. digital remixing c. encryption d. encoding

3. Use the Location to Search option to search through multiple? a. folders

b. accounts c. Contact location s d. Both A and B

SKILL SUMMARY

In This Lesson You Learned To: Exam Objective Objective Number

Manage Automatic Message Handling Set Outlook options Include original messages with all reply messages

1.1.7 1.1.1 Automate Message Format Change quoted text colors

Change text formats for all outgoing messages

1.2.1 1.1.2 Use Message Options Prioritize messages

Confi gure reminders Manage multiple accounts Request delivery/read receipt Redirect replies 2.1.9 3.3.3 1.1.6 2.1.11 2.1.12 Work with Voting Options Add voting options to messages 2.1.6 Work with Security Mark as private 2.1.10 Locate Messages Sort messages

Search for messages Use search by location

2.3.1 1.4.2 1.4.7 Print Multiple Messages Print messages 1.3.1

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Skill Summary

Knowledge Assessment Questions

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Illustrated Book Tour

287 Circling Back

Circling Back

Kim Ralls was promoted to Shift Supervisor and transferred to the downtown offi ce at City Power & Light. Although Kim was transferred, her computer and other equipment did not move with her. She needs to set up Outlook 2013 with new rules and contacts to help her manage her new responsibilities. She also needs to update her electronic business card to display her new title and contact information.

Project CB2-1: Create Mail and Contacts Folders and Import Contacts

Kim starts the process of customizing Outlook 2013 to meet her needs by creating new folders. One mail folder will contain messages about requests for new service. A contact folder will contain Kim’s CP & L contacts and a second folder will contain her secondary address book.

The folders and contacts you create in this project will be used in Projects CB2-2 and CB2-3. GET READY. LAUNCH Outlook if it is not already running.

1. If necessary, click the Mail button in the Navigation bar to display the Inbox.

2. Right-click the Outlook Data File , and select New Folder from the shortcut menu. A blank box is displayed on the Folders Pane.

For this exercise, you want to select the top-level folder. It’s the folder that holds your Inbox, Sent Items folder, and so on. Depending on the settings on your computer and the type of e-mail account you have, this might be called Outlook Data Files, Personal Folders, or simply your e-mail address.

3. Key New Service in the box and [press Enter ] to identify the new folder.

4. Click the FOLDER tab. In the New group, click the New Folder button. The Create New Folder dialog box is displayed.

5. In the Name fi eld, key CP & L to identify the new folder. Select Contact Items in the Folder contains fi eld. If necessary, click Contacts in the Select where to place the folder list. Click OK to create the folder.

6. Click the on the Navigation bar. Select the Folders option.

7. Right-click the C ontacts folder in the Folders Pane and select New Folder from the shortcut menu. The Create New Folder dialog box is displayed.

8. In the Name fi eld, key Project CB 2- 1 to identify the new folder. Select Contact Items in the Folder contains fi eld. Click CP & L in the Select where to place the folder list. Click OK to create the folder.

9. Click the FILE tab. Click Open & Export in the Backstage view’s Navigation Pane and select Import /Export . The Import and Export Wizard is displayed.

10. Click Import from another program or fi le, if necessary, in the list of available actions. Click the Next button.

11. Click Comma Separated Values in the list of available import fi le types. Click the Next button. Click the Browse button. The Browse dialog box is displayed.

12. Navigate to the data fi les for this lesson and click the Kim Ralls Contacts fi le. Click OK to apply your choices and close the Browse dialog box and return to the Import a File dialog box. Click the Next button.

Take Note

Troubleshooting

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Circling Back Exercises Lesson 1 34 Competency Assessment

Project 1-1: View the Outlook Ribbon Become familiar with the Outlook Ribbon. GET READY. L AUNCH Outlook if it is not already running.

1. If necessary, click the Mail button in the Navigation bar to display the mailbox.

2. Click the HOME tab. Click the arrows on each of the dropdown buttons on the Ribbon to see what options are available.

3. Click the SEND/RECEIVE tab. Click each of the dropdown buttons to see what options are available.

4. Click the FOLDER tab. Click each of the dropdown buttons to see what options are available.

5. Click the VIEW tab. Click each of the dropdown buttons to see what options are available.

LEAVE Outlook open for the next project.

Project 1-2: Identify the New Features in Outlook 2013

The Navigation bar discussed in this lesson is only one of many new features in Outlook 2013. Use Microsoft Offi ce Help to locate information about the various new features in Outlook 2013. GET READY. L AUNCH Outlook if it is not already running.

1. Click the ? icon on the Outlook title bar to open Outlook Help.

2. Click the What’s new in Microsoft Outlook 2013 link in the Help window.

3. Read through the article to identify the new features that could affect how you use Outlook.

4. Click the X in the upper right corner of the Help window to close it.

LEAVE Outlook open for the next project.

Profi ciency Assessment

Project 1-3: Explore Outlook Options

In this lesson, you used some of the ways you can change the way Outlook 2013 looks and behaves. Take some time to explore more of the Outlook options.

GET READY. L AUNCH Outlook if it is not already running.

1. Use the Outlook Backstage to open the Outlook Options dialog box.

2. On the General page, read through each of the options and click each of the dropdown arrows to see what options are available.

3. On the Mail page, read through each of the options and click each of the dropdown arrows to see what options are available.

4. On the Language page, read through each of the options and click each of the

dropdown arrows to see what options are available.

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Profi ciency Assessment Project Competency Assessment

Email Basics 101

Mastery Assessment

Project 2-5: Create a Custom Theme

Blue Yonder Airlines has decided to give all their documents a branded look by creating a new custom theme to be used for all client-facing business documents.

GET READY. LAUNCH Outlook if it is not already running.

1. Open a new email message, and address it to [email protected] .

2. In the Subject fi eld, key Custom Theme for Blue Yonder Airlines .

3. On the OPTIONS tab, choose a custom set of colors, fonts, and/or effects that you feel would be a good choice for Blue Yonder Airlines.

4. Save the theme as Custom_xxx (where xxx are your initials).

5. Key a short paragraph explaining that you are creating a custom theme. Include a bulleted list outlining which colors, fonts, or effects you used. Format the paragraph with your custom theme.

6. Create a custom signature named Blue Yonder, and insert it into the message.

7. SAVE the message in Outlook Message Format as Custom Theme for Blue Yonder Airlines, and then click Send .

LEAVE Outlook open for the next project.

Project 2-6: Send an Attachment

The last guest in the best suite at Resort Adventures accidentally broke the stained-glass window. You must replace the window before you can accept any reservations for the suite. GET READY. LAUNCH Outlook if it is not already running.

1. Create a new email message to Nancy Anderson at the Graphic Design Institute. Nancy’s email address is [email protected].

2. Ask Nancy if she can design a window similar to the stained-glass window that was broken. Ask Nancy how long the project will take and how much it will cost.

3. Attach the Window.jpg fi le located in the data fi les for this lesson.

4. Be sure to include the signature you created earlier in this lesson (not the signature from Project 2-5).

5. At the bottom of the message, insert the Directions Quick Part.

6. Save a copy of the message in Outlook Message format; then send the message. CLOSE Outlook.

(10)

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(11)

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Preface

Welcome to the Microsoft Offi cial Academic Course (MOAC) program for Microsoft Offi ce

2013. MOAC represents the collaboration between Microsoft Learning and John Wiley & Sons,

Inc. publishing company. Microsoft and Wiley teamed up to produce a series of textbooks that

deliver compelling and innovative teaching solutions to instructors and superior learning

experi-ences for students. Infused and informed by in-depth knowledge from the creators of Microsoft

Offi ce and Windows, and crafted by a publisher known worldwide for the pedagogical quality of

its products, these textbooks maximize skills transfer in minimum time. Students are challenged

to reach their potential by using their new technical skills as highly productive members of the

workforce.

Because this knowledgebase comes directly from Microsoft, architect of the Offi ce 2013 system

and creator of the Microsoft Offi ce Specialist (MOS) exams (www.microsoft.com/learning/mcp/

mcts), you are sure to receive the topical coverage that is most relevant to students’ personal and

professional success. Microsoft’s direct participation not only assures you that MOAC textbook

content is accurate and current; it also means that students will receive the best instruction

possi-ble to enapossi-ble their success on certifi cation exams and in the workplace.

THE MICROSOFT OFFICIAL ACADEMIC COURSE PROGRAM

The Microsoft Offi cial Academic Course series is a complete program for instructors and

institu-tions to prepare and deliver great courses on Microsoft software technologies. With MOAC, we

recognize that, because of the rapid pace of change in the technology and curriculum developed

by Microsoft, there is an ongoing set of needs beyond classroom instruction tools for an instructor

to be ready to teach the course. The MOAC program endeavors to provide solutions for all these

needs in a systematic manner in order to ensure a successful and rewarding course experience for

both instructor and student—technical and curriculum training for instructor readiness with new

software releases; the software itself for student use at home for building hands-on skills,

assess-ment, and validation of skill development; and a great set of tools for delivering instruction in the

classroom and lab. All are important to the smooth delivery of an interesting course on Microsoft

software, and all are provided with the MOAC program. We think about the model below as a

gauge for ensuring that we completely support you in your goal of teaching a great course. As

you evaluate your instructional materials options, you may wish to use the model for comparison

purposes with available products.

(12)

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Illustrated Book Tour

PEDAGOGICAL FEATURES

The MOAC courseware for Microsoft Outlook 2013 is designed to cover all the learning objectives

for that MOS exam, which is referred to as its “objective domain.” The Microsoft Offi ce Specialist

(MOS) exam objectives are highlighted throughout the textbooks. Many pedagogical features

have been developed specifi cally for Microsoft Offi cial Academic Course programs. Unique features

of our task-based approach include a Lesson Skills Matrix that correlates skills taught in each

les-son to the MOS objectives; Certifi cation, and three levels of increasingly rigorous lesles-son-ending

activities: Competency, Profi ciency, and Mastery Assessment.

Presenting the extensive procedural information and technical concepts woven throughout the

textbook raises challenges for the student and instructor alike. The Illustrated Book Tour that

follows provides a guide to the rich features contributing to Microsoft Offi cial Academic Course

program’s pedagogical plan. Following is a list of key features in each lesson designed to prepare

students for success on the certifi cation exams and in the workplace:

Each lesson begins with a Lesson Skill Matrix. More than a standard list of learning objectives,

the skill matrix correlates each software skill covered in the lesson to the specifi c MOS exam

objective domain.

Each lesson features a real-world Business Case scenario that places the software skills and

knowledge to be acquired in a real-world setting.

Every lesson opens with a Software Orientation. This feature provides an overview of the

soft-ware features students will be working with in the lesson. The orientation will detail the general

properties of the software or specifi c features, such as a ribbon or dialog box; and it includes a

large, labeled screen image.

Concise and frequent Step-by-Step instructions teach students new features and provide an

opportunity for hands-on practice. Numbered steps give detailed, step-by-step instructions to

help students learn software skills. The steps also show results and screen images to match what

students should see on their computer screens.

Illustrations: Screen images provide visual feedback as students work through the exercises. The

images reinforce key concepts, provide visual clues about the steps, and allow students to check

their progress.

Key Terms: Important technical vocabulary is listed at the beginning of the lesson. When these

terms are used later in the lesson, they appear in bold italic type with yellow highlighter and are

defi ned. The Glossary contains all of the key terms and their defi nitions.

Engaging point-of-use Reader aids, located throughout the lessons, tell students why this topic

is relevant (The Bottom Line), provide students with helpful hints (Take Note), or show alternate

ways to accomplish tasks (Another Way), or point out things to watch out for or avoid

(Trou-bleshooting). Reader aids also provide additional relevant or background information that adds

(13)

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Certifi cation Ready? features throughout the text signal students where a specifi c certifi cation

objective is covered. They provide students with a chance to check their understanding of that

particular MOS exam objective and, if necessary, review the section of the lesson where it is

covered. MOAC provides complete preparation for MOS certifi cation.

Each lesson ends with a Skill Summary recapping the topics and MOS exam skills covered in

the lesson.

Knowledge Assessment: Provides a total of 20 questions from a mix of True/False,

Fill-in-the-Blank, Matching or Multiple Choice testing students on concepts learned in the lesson.

Competency, Profi ciency, and Mastery Assessment: provide three progressively more

chal-lenging lesson-ending activities.

Circling Back: These integrated projects provide students with an opportunity to renew and

practice skills learned in previous lessons.

Online fi les: The student companion website contains the data fi les needed for each lesson.

These fi les are indicated by the fi le download icon in the margin of the textbook.

(14)

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Conventions and Features Used in This Book

This book uses particular fonts, symbols, and heading conventions to highlight important

infor-mation or to call your attention to special steps. For more inforinfor-mation about the features in each

lesson, refer to the Illustrated Book Tour section.

Convention

Meaning

This feature provides a brief summary of the material to be covered in the section that

follows.

CLOSE

Words in all capital letters indicate instructions for opening, saving, or closing fi les or

programs. They also point out items you should check or actions you should take.

This feature signals the point in the text where a specifi c certifi cation objective is covered.

It provides you with a chance to check your understanding of that particular MOS objective

and, if necessary, review the section of the lesson where it is covered.

Take Note

Reader aids appear in shaded boxes found in your text. Take Note provides helpful hints

related to particular tasks or topics.

Another Way provides an alternative procedure for accomplishing a particular task.

These notes provide pointers to information discussed elsewhere in the textbook or describe

interesting features that are not directly addressed in the current topic or exercise.

ALT + Tab

A plus sign (+) between two key names means that you must press both keys at the same

time. Keys that you are instructed to press in an exercise will appear in the font shown here.

A

shared printer can

be used by many

individuals on a network.

Key terms appear in bold italic.

Key

My Name is

Any text you are asked to key appears in color.

Click

OK

Any button on the screen you are supposed to click on or select will also appear in color.

The names of data fi les will appear in bold, italic and red for easy identifi cation.

These data fi les are available for download from the Student Companion Site

(www.Wiley.com/college/Microsoft).

Step-by-step tutorial videos are available for many of the activities throughout this course.

For information on how to access these videos, see the Student Companion Site

(www.Wiley.com/college/Microsoft).

OPEN BudgetWorksheet1

The names of data fi les will appear in bold, italic and red for easy identifi cation.

The Bottom Line

Another Way

Cross

Ref

(15)

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Instructor Support Program

The Microsoft Offi cial Academic Course programs are accompanied by a rich array of resources

that incorporate the extensive textbook visuals to form a pedagogically cohesive package. These

resources provide all the materials instructors need to deploy and deliver their courses. Resources

available online for download include:

The Instructor’s Guide contains Solutions to all the textbook exercises as well as chapter

sum-maries and lecture notes. The Instructor’s Guide and Syllabi for various term lengths are

avail-able from the Instructor’s Book Companion site (www.wiley.com/college/microsoft).

The Solution Files for all the projects in the book (where applicable) are available online from

our Instructor’s Book Companion site (www.wiley.com/college/microsoft).

The Test Bank contains hundreds of questions organized by lesson in multiple-choice,

true-false, short answer, and essay formats and is available to download from the Instructor’s Book

Companion site (www.wiley.com/college/microsoft). A complete answer key is provided.

This title’s test bank is available for use in Respondus’ easy-to-use software. You can

down-load the test bank for free using your Respondus, Respondus LE, or StudyMate Author software.

Respondus is a powerful tool for creating and managing exams that can be printed to paper

or published directly to Blackboard, WebCT, Desire2Learn, eCollege, ANGEL and other

eLearning systems.

Test Bank Projects. Two projects for each lesson are provided on the Instructor’s Book

Com-panion Site. These projects cover topics from within one specifi c lesson.

PowerPoint Presentations and Images. A complete set of PowerPoint presentations is available

on the Instructor’s Book Companion site (www.wiley.com/college/microsoft) to enhance

class-room presentations. Tailored to the text’s topical coverage and Skills Matrix, these presentations

are designed to convey key Microsoft .NET Framework concepts addressed in the text.

All fi gures from the text are on the Instructor’s Book Companion site (www.wiley.com/

college/microsoft). You can incorporate them into your PowerPoint presentations, or create your

own overhead transparencies and handouts.

By using these visuals in class discussions, you can help focus students’ attention on key

ele-ments of Windows Server and help them understand how to use it effectively in the workplace.

The Student Data Files are available online on both the Instructor’s Book Companion Site and

for students on the Student Book Companion Site.

Wiley Faculty Network: When it comes to improving the classroom experience, there is no

bet-ter source of ideas and inspiration than your fellow colleagues. The Wiley Faculty Network

con-nects teachers with technology, facilitates the exchange of best practices, and helps to enhance

instructional effi ciency and effectiveness. Faculty Network activities include technology training

and tutorials, virtual seminars, peer-to-peer exchanges of experiences and ideas, personal

con-sulting, and sharing of resources. For details visit www.WhereFacultyConnect.com.

(16)

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IMPORTANT WEB ADDRESSES AND PHONE NUMBERS

To locate the Wiley Higher Education Rep in your area, go to the following Web address and click

on the “Contact Us ” link at the top of the page.

www.wiley.com/college

Or Call the MOAC Toll Free Number: 1 + (888) 764-7001 (U.S. & Canada only).

To learn more about becoming a Microsoft Certifi ed Professional and exam availability, visit

www.microsoft.com/learning/mcp.

DREAMSPARK PREMIUM

Free 3-Year Membership available to Qualifi ed Adopters

DreamSpark Premium is designed to provide the easiest

and most inexpensive way for schools to make the latest

Microsoft developer tools, products, and technologies

available in labs, classrooms, and on student PCs.

Dream-Spark Premium is an annual membership program for

de-partments teaching Science, Technology, Engineering, and

Mathematics (STEM) courses. The membership provides a

complete solution to keep academic labs, faculty, and

stu-dents on the leading edge of technology.

Software available through the DreamSpark Premium

pro-gram is provided at no charge to adopting departments

through the Wiley and Microsoft publishing partnership.

Contact your Wiley rep for details.

For more information about the DreamSpark Premium

program, go to Microsoft’s DreamSpark website.

(17)

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Student Support Program

BOOK COMPANION WEBSITE

(WWW.WILEY.COM/COLLEGE/MICROSOFT)

The students’ book companion site for the MOAC series includes any resources, exercise fi les, and

web links that will be used in conjunction with this course.

WILEY E-TEXT: POWERED BY VITALSOURCE

When you choose a Wiley E-Text you not only save money; you benefi t from being able to access

course materials and content anytime, anywhere through a user experience that makes learning

rewarding.

With the Wiley E-Text you will be able to easily:

Search

Take notes

Highlight key materials

Have all your work in one place for more effi cient studying

In addition, the Wiley E-Text is fully portable. Students can access it online and download to their

computer for off line access and access read and study on their device of preference—computer,

tablet, or smartphone.

WHY MOS CERTIFICATION?

Microsoft Offi ce Specialist (MOS) 2013 is a valuable credential that recognizes the desktop

com-puting skills needed to use the full features and functionality of the Microsoft Offi ce 2013 suite.

In the worldwide job market, Microsoft Offi ce Specialist is the primary tool companies use to

validate the profi ciency of their employees in the latest productivity tools and technology, helping

them select job candidates based on globally recognized standards for verifying skills. The results

of an independent research study show that businesses with certifi ed employees are more

produc-tive compared to non-certifi ed employees and that certifi ed employees bring immediate value to

their jobs.

In academia, as in the business world, institutions upgrading to Offi ce 2013 may seek ways to

protect and maximize their technology investment. By offering certifi cation, they validate that

decision—because powerful Offi ce 2013 applications such as Word, Excel and PowerPoint can

be effectively used to demonstrate increases in academic preparedness and workforce readiness.

Individuals seek certifi cation to increase their own personal sense of accomplishment and to create

advancement opportunities by establishing a leadership position in their school or department,

thereby differentiating their skill sets in a competitive college admissions and job market.

PREPARING TO TAKE THE MICROSOFT OFFICE SPECIALIST

(MOS) EXAM

The Microsoft Offi ce Specialist credential has been upgraded to validate skills with the

Micro-soft Offi ce 2013 system. The MOS certifi cations target information workers and cover the most

(18)

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popular business applications such as Word 2013, Excel 2013, PowerPoint 2013, Outlook 2013

and Access 2013.

By becoming certifi ed, you demonstrate to employers that you have achieved a predictable level of

skill in the use of a particular Offi ce application. Employers often require certifi cation either as a

condition of employment or as a condition of advancement within the company or other

organiza-tion. The certifi cation examinations are sponsored by Microsoft but administered through exam

delivery partners like Certiport.

To learn more about becoming a Microsoft Offi ce Specialist and exam availability, visit http://

www.microsoft.com/learning/en/us/mos-certifi cation.aspx.

Preparing to Take an Exam

Unless you are a very experienced user, you will need to use a test preparation course to prepare to

complete the test correctly and within the time allowed. The Microsoft Offi cial Academic Course

series is designed to prepare you with a strong knowledge of all exam topics, and with some

ad-ditional review and practice on your own. You should feel confi dent in your ability to pass the

appropriate exam.

After you decide which exam to take, review the list of objectives for the exam. This list can be

found in the MOS Objectives Appendix at the back of this book. You can also easily identify tasks

that are included in the objective list by locating the Lesson Skill Matrix at the start of each lesson

and the Certifi cation Ready sidebars in the margin of the lessons in this book.

To take the MOS test, visit http://www.microsoft.com/learning/en/us/mos-certifi cation.aspx to

locate your nearest testing center. Then call the testing center directly to schedule your test. The

amount of advance notice you should provide will vary for different testing centers, and it

typical-ly depends on the number of computers available at the testing center, the number of other testers

who have already been scheduled for the day on which you want to take the test, and the number

of times per week that the testing center offers MOS testing. In general, you should call to

sched-ule your test at least two weeks prior to the date on which you want to take the test.

When you arrive at the testing center, you might be asked for proof of identity. A driver’s license

or passport is an acceptable form of identifi cation. If you do not have either of these items of

documentation, call your testing center and ask what alternative forms of identifi cation will be

accepted. If you are retaking a test, bring your MOS identifi cation number, which will have been

given to you when you previously took the test. If you have not prepaid or if your organization

has not already arranged to make payment for you, you will need to pay the test-taking fee when

you arrive.

Test Format

MOS exams are Exams are primarily performance-based and conducted in a “live,” or simulated,

environment. Exam candidates taking exams for MOS 2007 or 2010 are asked to perform a series

of tasks to clearly demonstrate their skills. For example, a Word exam might ask a user to balance

newspaper column lengths or keep text together in columns. All MOS exams must be completed

in 90 minutes or less.

(19)

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Student Data Files

All of the practice fi les that you will use as you perform the exercises in the book are available

for download on our student companion site. By using the practice fi les, you will not waste time

creating the samples used in the lessons, and you can concentrate on learning how to use

Micro-soft Offi ce 2013. With the fi les and the step-by-step instructions in the lessons, you will learn by

doing, which is an easy and effective way to acquire and remember new skills.

COPYING THE PRACTICE FILES

Your instructor might already have copied the practice fi les before you arrive in class. However, your

instructor might ask you to copy the practice fi les on your own at the start of class. Also, if you want

to work through any of the exercises in this book on your own at home or at your place of business

after class, you may want to copy the practice fi les.

1. OPEN Internet Explorer.

2. In Internet Explorer, go to the student companion site: www.wiley.com

3. Search for your book title in the upper right hand corner

4. On the Search Results page, locate your book and click on the Visit the Companion

Sites link.

5. Select Student Companion Site from the pop-up box.

6. From the menu, select the arrow next to Browse By Resource and select Student Data

Files from the menu.

7. A new screen will appear.

8. On the Student Data Files page, you can select to download fi les for just one lesson or

for all lessons. Click on the fi le of your choice.

9. On the File Download dialog box, select Save As to save the data fi les to your external

drive (often called a ZIP drive or a USB drive or a thumb drive) or a local drive.

10. In the Save As dialog box, select a local drive in the left-hand panel that you’d like to

save your fi les to; again, this should be an external drive or a local drive. Remember the drive name that you saved it to.

(20)

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Acknowledgments

We would like to thank the many instructors and reviewers who pored over the Microsoft Offi cial

Academic Course series design, outlines and manuscript, providing invaluable feedback in the

service of quality instructional materials.

Erik Amerikaner, Oak Park Unifi ed

Connie Aragon, Seattle Central Community College

Sue Bajt, Harper College

Gregory Ballinger, Miami-Dade College

Catherine Bradfi eld, DeVry University

DeAnnia Clements, Wiregrass Georgia Technical College

Mary Corcoran, Bellevue College

Andrea Cluff, Freemont High School

Caroline de Gruchy, Conestoga College

Janis DeHaven, Central Community College

Rob Durrance, East Lee County High School

Janet Flusche, Frenship High School

Greg Gardiner, SIAST

Debi Griggs, Bellevue College

Phil Hanney, Orem Junior High School

Portia Hatfi eld, Tennessee Technology Center-Jacksboro

Dee Hobson, Richland College

Terri Holly, Indian River State College

Kim Hopkins, Weatherford College

Sandra Jolley, Tarrant County College

Keith Hoell, Briarcliffe College

Joe LaMontagne, Davenport University

Tanya MacNeil, American InterContinental University

Donna Madsen, Kirkwood Community College

Lynn Mancini, Delaware Technical Community College

Edward Martin, Kingsborough Community College-City University of New York

Lisa Mears, Palm Beach State College

Denise Merrell, Jefferson Community and Technical College

Diane Mickey, Northern Virginia Community College

Robert Mike, Alaska Career College

Cynthia Miller, Harper College

Sandra Miller, Wenatchee Valley College

Mustafa Mufl ehi, The Sheffi eld College

Aditi Mukherjee, University of Florida—Gainesville

Linda Nutter, Peninsula College

Diana Pack, Big Sandy Community & Technical College

Bettye Parham, Daytona State College

Tatyana Pashnyak, Bainbridge State College

Kari Phillips, Davis Applied Technical College

(21)

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Michelle Poertner, Northwestern Michigan College

Barbara Purvis, Centura College

Dave Rotherham, Sheffi eld Hallam University

Theresa Savarese, San Diego City College

Janet Sebesy, Cuyahoga Community College-Western

Lourdes Sevilla, Southwestern College

Elizabeth Snow, Southwest Florida College

Denise Spence, Dunbar High School

Amy Stolte, Lincoln Land Community College

Linda Silva, El Paso Community College

Dorothy Weiner, Manchester Community College

We would also like to thank the team at Microsoft Learning, including Alison Cunard, Tim Sneath,

Zubair Murtaza, Keith Loeber, Rob Linsky, Anne Hamilton, Wendy Johnson, Julia Stasio, and Josh

Barnhill for their encouragement and support in making the Microsoft Offi cial Academic Course

programs the fi nest academic materials for mastering the newest Microsoft technologies for both

students and instructors. Finally we would like to thank Jeff Riley and his team at Box Twelve

Communications, Laura Town and her team at WilliamsTown Communications, Debbie Collins,

Janet Curtis, and Sandy DuBose for their editorial and technical assistance.

We would like to thank the following instructors for their contributions to particular titles in the

series as well:

ACCESS 2013

Catherine Bradfi eld, DeVry University

Mary Corcoran, Bellevue College

Cynthia Miller, Harper College

Aditi Mukherjee, University of Florida—Gainesville

Elizabeth Snow, Southwest Florida College

EXCEL 2013

Catherine Bradfi eld, DeVry University

DeAnnia Clements, Wiregrass Georgia Technical College

Dee Hobson, Richland College

Sandra Jolley, Tarrant County College

Joe Lamontagne, Davenport University

Edward Martin, Kingsborough Community College-City University of New York

Aditi Mukherjee, University of Florida—Gainesville

Linda Nutter, Peninsula College

Dave Rotherham, Sheffi eld Hallam University

POWERPOINT 2013

Mary Corcoran, Bellevue College

Rob Durrance, East Lee County High School

Phil Hanney, Orem Junior High School

Terri Holly, Indian River State College

(22)

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Kim Hopkins, Weatherford College

Tatyana Pashnyak, Bainbridge State College

Michelle Poertner, Northwestern Michigan College

Theresa Savarese, San Diego City College

WORD 2013

Erik Amerikaner, Oak Park Unifi ed

Sue Bajt, Harper College

Gregory Ballinger, Miami-Dade College

Andrea Cluff, Freemont High School

Caroline de Gruchy, Conestoga College

Donna Madsen, Kirkwood Community College

Lynn Mancini, Delaware Technical Community College

Denise Merrell, Jefferson Community and Technical College

Diane Mickey, Northern Virginia Community College

Robert Mike, Alaska Career College

Bettye Parham, Daytona State College

Barbara Purvis, Centura College

Janet Sebesy, Cuyahoga Community College-Western

Dorothy Weiner, Manchester Community College

OUTLOOK 2013

Kari Phillips, Davis Applied Technology College

Erik Amerikaner, Oak Park Unifi ed

Robert Mike, Alaska Career College

Lourdes Sevilla, Southwestern College

Sue VanLanen, Gwinnett Technical College

Janet Curtis

Author Credits

CHRISTY PARRISH

Christy Parrish has spent the last 20 years developing, designing and delivering corporate training

programs. She has written to several books on Microsoft Offi ce and other productivity software

packages. As a freelance author, she has also written a magazine series and hundreds of online

articles on a wide variety of topics. Christy is also a member of her community artists group and

is recognized for her unique photographic skills that are on display at various galleries. She is

married and has two sons that both share her love of writing and art.

(23)

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Brief Contents

LESSON 1:

GETTING TO KNOW OUTLOOK 1

LESSON 2:

EMAIL

BASICS 37

LESSON 3:

ADVANCED E-MAIL TOOLS 102

CIRCLING

BACK

144

LESSON 4:

MANAGING E-MAIL MESSAGES 148

LESSON 5:

AUTOMATING MESSAGE PROCESSING 181

LESSON 6:

WORKING WITH CONTACTS 222

LESSON 7:

ADVANCED CONTACT MANAGEMENT 256

CIRCLING BACK 287

LESSON 8:

CALENDAR

BASICS 293

LESSON 9:

MANAGING

MEETINGS 315

LESSON 10:

ADVANCED CALENDAR MANAGEMENT 349

CIRCLING BACK 382

LESSON 11:

MANAGING TASKS 386

LESSON 12:

CATEGORIES AND OUTLOOK DATA FILES 417

LESSON 13:

MANAGING NOTES AND JOURNAL ENTRIES 438

CIRCLING BACK 458

APPENDIX

A

461

GLOSSARY

465

INDEX

468

(24)

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References

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