Module 3: Creating a Custom Team Folder Template Contents Overview Introduction to Creating a Custom Template Creating a Personal Folders File Creating a Folder Home Page 10 Creating an Administration Folder Home Page 22 Creating a Template Initialization File 27 Registering a Custom Template 34 Adding a New Folder to a Custom Template 37 Lab A: Creating a Custom Team Folder Template 43 Review 50 Information in this document is subject to change without notice The names of companies, products, people, characters, and/or data mentioned herein are fictitious and are in no way intended to represent any real individual, company, product, or event, unless otherwise noted Complying with all applicable copyright laws is the responsibility of the user No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Microsoft Corporation If, however, your only means of access is electronic, permission to print one copy is hereby granted Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document Except as expressly provided in any written license agreement from Microsoft, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property  2000 Microsoft Corporation All rights reserved Microsoft, ActiveX, BackOffice, FrontPage, MSDN, MS-DOS, Outlook, PowerPoint, Visual Basic, Visual C++, Visual InterDev, Visual J++, Visual Studio, Windows, and Windows NT are either registered trademarks or trademarks of Microsoft Corporation in the U.S.A and/or other countries/regions Other product and company names mentioned herein may be the trademarks of their respective owners Project Advisor: Anne Bockman (Excell Data Corporation) Project Lead and Instructional Designer: Josh Barnhill (Volt Technical) Lead Program Manager: Colleena Carr Technical Contributor: Chris Lodwig Graphic Artist: Andrea Heuston (Artitudes Layout and Design) Editing Manager: Lynette Skinner Editor: Tom Blood (Volt Technical) Copy Editor: Kaarin Dolliver (S&T Consulting) Online Program Manager: Debbi Conger Online Publications Manager: Arlo Emerson (Aditi) Online Support: David Myka (S&T Consulting) Multimedia Development: Kelly Renner (Entex) Testing Leads: Sid Benavente, Keith Cotton Testing Developer: Greg Stemp (S&T OnSite) Production Support: Ed Casper (S&T Consulting) Manufacturing Manager: Rick Terek (S&T OnSite) Manufacturing Support: Laura King (S&T OnSite) Lead Product Manager, Development Services: Bo Galford Lead Product Manager: Janet Wilson Group Product Manager: Robert Stewart Module 3: Creating a Custom Team Folder Template Instructor Notes: Creating a Custom Team Folder Template Presentation: 45 Minutes Lab: 45 Minutes This module provides students with the ability to create custom Team Folder Templates, associate views with those templates, create an Administration folder, and register custom templates At the end of this module, students will be able to:
Describe the method for creating a custom Team Folder Template
Create a personal folders file to use with your custom templates
Create a folder home page that reconfigures itself depending on its pattern of use and includes the Microsoft® Outlook® view control
Create an administration folder home page for managing team folders that includes the Outlook permissions control
Create a template initialization file to register custom templates
Register a custom template in the template initialization file
Add a new folder to a custom template Materials and Preparation This section provides you with the materials and preparation needed to teach this module Materials To teach this module, you need the following materials:
Microsoft PowerPoint® file 2018a_03.ppt
Module “Creating a Custom Team Folder Template” Preparation To prepare for this module, you should:
Read all of the materials for this module
Complete the lab iii iv Module 3: Creating a Custom Team Folder Template Module Strategy Use the following strategy to present this module:
Introduction to Creating a Custom Template Describe the minimum requirements to create a custom template (Outlook personal folders file, folder home page, template initialization (.ini) file) Explain reasons for adding an administration folder Discuss where the components of the template are stored Explain that samples files are stored by default in the C:\Tfkit directory
Creating a Personal Folders File Explain that a team folder application is fundamentally a public folder with an associated folder home page, and that the contents of the public folder are distributed to users of the Team Folders Wizard in the form of an Outlook personal folders file (.pst) List the steps required to create a pst file and subfolders
Creating a Folder Home Page Discuss the purpose of a folder home page Explain that a folder home page includes links to other folders Briefly discuss the Outlook Application object Explain that the Outlook view control enables an Outlook 2000 folder home page to control folder views; to display Outlook 2000 folder contents; and to create, open, print, and delete folder contents Explain that because of security restrictions, the Outlook view control is recommended only for use on Web pages displayed by Outlook 2000 as folder home pages
Creating an Administration Folder Home Page Discuss reasons for creating the administration folder home page, including increased ability to manage the team folder application Explain that the Outlook object model does not allow setting permissions on public folders To provide users an easy method for setting permissions, the administration home page can display the Microsoft Outlook permissions control Explain the ID property and the TargetFolder property
Creating a Template Initialization File Explain that every template must contain a template initialization (.ini) file Explain that the Team Folders Wizard uses the template initialization file to replace Hypertext Markup Language (HTML) file strings, to map application folders to folder home pages, to publish unique message classes for folders, and to enable localization of the template initialization (.ini) file Describe how to configure the template initialization file to accomplish these tasks for your template Explain how to replace HTML strings, map folders to home pages, create template date folders, and enable localization
Registering a Custom Template Explain why a custom template must be registered Explain that to register the template, you must create a registry key Explain in detail the key values (AppPath, Description, FriendlyName, PSTAppRoot, PSTName, PSTTitle, DefaultTargetFolder, DefaultTargetURL), and provide descriptions of each value Module 3: Creating a Custom Team Folder Template
Adding a New Folder to a Custom Template Explain the steps needed to add a new folder: create a subfolder in the template personal folders (.pst) file, create a View tab container in the home page, add View tabs to the new container, create a folder navigation button in the home page, and add the folder name and related entries to the template initialization (.ini) file v Module 3: Creating a Custom Team Folder Template Overview Slide Objective To provide an overview of the module topics and objectives Lead-in In this module, you will learn how to create custom Team Folder Templates, associate views with these templates, create an administration folder, and register templates
Introduction to Creating a Custom Template
Creating a Personal Folders File
Creating a Folder Home Page
Creating an Administration Folder Home Page
Creating a Template Initialization File
Registering a Custom Template
Adding a New Folder to a Custom Template At the end of this module, you will be able to:
Describe how to create a custom Team Folder Template
Create a personal folders (.pst) file to use with your custom templates
Create a folder home page that includes the Microsoft® Outlook® view control
Create an Administration folder home page for managing team folders that includes the Outlook permissions control
Create a template initialization (.ini) file to register custom templates
Register a custom template in the template initialization (.ini) file
Add a new folder to a custom template Module 3: Creating a Custom Team Folder Template Introduction to Creating a Custom Template Slide Objective Outlook Outlook personal personal folders folders file file To show how a network administrator creates files for a custom Team Folder Template file Folder Folder home home page page Lead-in doc doc ini Administrators can deploy custom Team Folder Templates to team leaders who use the Team Folders Wizard Template Template initialization initialization file file Custom Custom Team Team Folder Folder Template Template Minimum Minimum Requirements Requirements wizard Team Team Folder Folder Application Application Team Team Folders Folders Wizard Wizard Team Team Leader’s Leader’s Computer Computer The Team Folder Templates included with the Microsoft® Team Folders Kit are designed to meet the basic collaboration needs of most departments and workgroups You can also create custom templates to fulfill the requirements of an entire organization You deploy custom templates to team leaders within the organization who, in turn, use the Team Folders Wizard to create team folder applications for members of their teams Minimum Requirements for Creating a Custom Template At a minimum, to create your own template, you must produce customized versions of the following:
An Outlook personal folders (.pst) file
A folder home page
A template initialization (.ini) file Optional Components for Custom Templates There are two optional components of custom Team Folder Templates
Administration page Unless the custom template is designed to create a very simple application that requires very little administration, you should consider creating an administration page
Registry file In addition, if you not want to modify registry settings on individual user computers, you should consider creating registry files in the custom template Important The Team Folders Wizard requires every template to have an administration folder, even if it is not used to maintain the team folder application Module 3: Creating a Custom Team Folder Template Location of Template Components When installed, the template components (.pst and ini) are stored in a filesystem folder Web pages and supporting files, such as all htm files, style sheets, and files containing Web graphics, are not stored in a file-system folder Instead, you must store these Web pages and supporting files in the WebView subfolder Registering a Custom Template After installing the template on the user’s computer, you must register the template so the Team Folders Wizard can use it to create a team folder You can install and register your template by using the Windows® Installer Service along with the Microsoft Visual Studio® Installer Using a Sample Template As a Starting Point The Sample subfolder in the Team Folders Kit installation folder contains a sample template (default.htm) You can copy this sample template and use it as a starting point to build your own template By default, the sample template is located in the C:\TFKit\Sample\Template folder Module 3: Creating a Custom Team Folder Template
Creating a Personal Folders File Slide Objective To outline this topic Lead-in You use a three-step process to create a pst file to use with the Team Folders Wizard
Using a Personal Folders File
Creating a pst File to Use in a Team Folder Template
Creating a Team Folder Root
Adding Subfolders to the Team Folder Root A team folder application is fundamentally a Microsoft Exchange Server public folder with an associated folder home page The contents of the public folder are distributed to application users (team leaders) as a personal folders (.pst) file A three-step process is used to create a personal folders (.pst) file for distribution: Create a personal folders (.pst) file for use in a Team Folder Template Create a team folder root Add subfolders to the team folder root After introducing personal folders (.pst) files, the following topics describe these three steps in detail ... Administration Folder Home Page” in module of course 201 8A, Creating and Customizing Team Folders Module 3: Creating a Custom Team Folder Template Configuring Folders to Use in a Team Folder Application... Creating a Personal Folders File
Creating a Folder Home Page
Creating an Administration Folder Home Page
Creating a Template Initialization File
Registering a Custom Template
Adding a. .. creates files for a custom Team Folder Template file Folder Folder home home page page Lead-in doc doc ini Administrators can deploy custom Team Folder Templates to team leaders who use the Team