Part Number: X04-99272 Course Number: 1593A Released: 9/99 Delivery Guide Building Collaborative Solutions by Using Microsoft® Outlook® 2000 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.  1999 Microsoft Corporation. All rights reserved. Microsoft, Active Desktop, Active Directory, ActiveX, BackOffice, Developer Studio, FrontPage, JScript, MSDN, MSN, NetMeeting, Outlook, PivotChart, PivotTable, PowerPoint, Visual Basic, Visual C++, Visual FoxPro, Visual InterDev, Visual J++, Visual SourceSafe, Visual Studio, Windows, Windows Media, and Windows NT are either registered trademarks or trademarks of Microsoft Corporation in the U.S.A. and/or other countries. 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. Other product and company names mentioned herein may be the trademarks of their respective owners. Project Advisor: Janet Wilson Project Lead and Instructional Designer: Anne Bockman (Excell Data Corporation) Instructional Designers: Josh Barnhill (Volt Technical) and Jo Berry (Exchange) Lead Program Manager: Greg Bott Program Managers: Colleena Carr and Chris Boar (Intl Vendor) Graphic Artist: Andrea Heuston (Artitudes Layout and Design) Editing Manager: Lynette Skinner Editor: Jennifer Kerns (S&T Onsite) Copy Editor: Shari G. Smith (R & S Consulting) Online Program Manager: Arlo Emerson (Aditi) Production Support: Irene Barnett (Barnett Communications) Manufacturing Manager: Bo Galford Manufacturing Support: Mimi Dukes (S&T Onsite) Development Services: Kimber Dodge Lead Product Manager: Mary Larson Group Product Manager: Robert Stewart Course Number: 1593A Part Number: X04-99272 Released: 9/99 Building Collaborative Solutions by Using Microsoft® Outlook® 2000 iii Contents Introduction Introduction 1 Course Materials 2 Prerequisites 3 Course Outline 5 Microsoft Certified Professional Program 9 Facilities 11 Module 1: Introduction to Collaborative Solution Development Overview 1 Overview of Collaborative Solutions 2 Designing a Collaborative Solution 11 Overview of Outlook 2000 Features 16 Developing Applications with Outlook 2000 25 Using the Built-in Features of Exchange Server 32 Planning the Testing Environment 38 Lab A: Configuring the MoveApp Development Environment 44 Review 52 Module 2: Creating and Managing Public Folders Overview 1 Introduction to Public Folders 2 Creating Public Folders by Using Outlook 2000 10 Using Public Folder Servers 17 Using Exchange Server Public Folder Replication 30 Lab A: Creating the Public Folder Hierarchy for the MoveApp 34 Review 41 Module 3: Creating Forms by Using Microsoft Outlook 2000 Overview 1 Introduction to Outlook 2000 Forms 2 Building a Simple Outlook 2000 Form 10 Working with Controls 26 Working with Fields 31 Performing Actions 44 Using Office Document Forms 49 Persisting Form Design 54 Lab A: Building the Computer Services Task Form 70 Review 88 Module 4: Working with Views by Using Microsoft Outlook 2000 Overview 1 Customizing Views 2 Customizing Table Views 12 Working with Custom Views 15 Lab A: Creating Views for the MoveApp 22 Review 34 iv Building Collaborative Solutions by Using Microsoft® Outlook® 2000 Module 5: Introduction to Programming Microsoft Outlook 2000 Overview 1 Introduction to the Outlook Object Model 2 Using VBScript to Develop in Outlook 2000 9 Using the Outlook Object Model 21 Lab A: Using the Script Debugger to Debug Forms 30 Review 36 Module 6: Programming Forms by Using Microsoft Outlook 2000 Overview 1 Working with Outlook 2000 Items 2 Using Outlook 2000 Form Events 15 Using Mail Messages 29 Creating a Meeting or Appointment 41 Assigning, Delegating, or Self-Imposing a Task 48 Creating a Contact 54 Creating a Distribution List 58 Creating a Journal Entry 63 Creating a Note 68 Creating a Post to a Public Folder 70 Lab A: Adding VBScript to the Employee Move Form 72 Review 77 Module 7: Working with the Microsoft Outlook 2000 Object Model Overview 1 Using the Application Object 2 Using the NameSpace Object 11 Using the MAPIFolder Object 19 Working with Outlook 2000 Items Programmatically 28 Using the Explorer Object 40 Using the Inspector Object 51 Working with the Outlook Bar 57 Lab A: Creating Address Labels by Using the Word Object Model 65 Lab B: Adding an Outlook Bar Group and Outlook Bar Shortcuts 69 Review 73 Module 8: Creating a Digital Dashboard Overview 1 Creating a Digital Dashboard 2 Creating Folder Home Pages 16 Using the Outlook View Control 23 Customizing Outlook Today 34 Lab A: Building a Digital Dashboard 54 Lab B: Adding a Folder Home Page to the MoveApp 59 Review 64 Module 9: Creating Team Folder Applications Overview 1 Introduction to Outlook 2000 Team Folder Applications 2 Deploying the Team Folders Wizard 9 Using the Team Folders Wizard 18 Building Collaborative Solutions by Using Microsoft® Outlook® 2000 v Customizing Team Folder Templates 28 Lab A: Using the Team Folders Wizard 35 Review 46 Module 10: Creating COM Add-ins Overview 1 Introduction to COM Add-ins 2 Developing a COM Add-in 8 Working with a COM Add-in Project 20 Working with Command Bars 25 Creating Custom Property Pages for Outlook 2000 42 Lab A: Creating the MoveApp COM Add-in 50 Lab B: Converting a Visual Basic for Applications Macro to a COM Add-in 58 Review 69 Module 11: Accessing Data from the Outlook 2000 Client Overview 1 Introduction to Data Access in Outlook 2000 Solutions 2 Using Office Web Components 4 Using ADO 12 Retrieving Data from an ADO Data Source 17 Updating Data in an ADO Data Source 28 Accessing Exchange Server Information 37 Lab A: Searching and Retrieving Information in the Exchange Server Directory by Using ADSI 54 Review 57 Module 12: Integrating Collaboration Data Objects Within an Outlook 2000 Solution Overview 1 Introduction to CDO 2 Using the CDO Library in Collaborative Applications 12 Working with Messages and Message Properties 20 Working with the CDO Object Model 29 Using the CDO Rendering Library in Collaborative Applications 46 Lab A: Adding CDO Code to the Employee Move Form 53 Review 58 Module 13: Using the Microsoft Exchange Server Event Service Overview 1 Introduction to the Exchange Server Event Service 2 Introduction to Event Scripts 7 Writing an Event Script 14 Debugging Event Scripts 24 Using Event Scripts in Solutions 30 Exchange Server Routing 38 Lab A: Creating the Escalation Event Script 43 Review 53 vi Building Collaborative Solutions by Using Microsoft® Outlook® 2000 Module 14: Site Server Integration Overview 1 Expanding Search Options 2 Creating a Custom Search Solution 6 Building Search Pages 20 Review 26 Module 15: Deploying an Outlook 2000 Solution Overview 1 Deploying an Application 2 Testing the Installation 16 Lab A: Deploying the Label Generator COM Add-in 21 Review 26 Building Collaborative Solutions by Using Microsoft® Outlook® 2000 vii About This Course This section provides you with a brief description of the course, audience, suggested prerequisites, and course objectives. Description The goal of this course is to enable developers to create collaborative solutions by using Microsoft ® Outlook® 2000 a client and Microsoft Exchange Server and Microsoft SQL Server ™ as the primary server software. This course is solutions-based and uses recommended methodologies and the MoveApp sample application to train developers to create collaborative solutions. The content presented in this course applies to Outlook 2000, Exchange Server 5.5, and SQL Server 7.0. Audience This course is intended for corporate developers responsible for performing the following tasks:  Identifying business needs that require a collaborative solution  Designing collaborative solutions to satisfy specific business needs  Creating logical designs  Transforming logical designs into physical designs  Recognizing limitations of design choices  Designing forms  Determining a deployment strategy  Creating a Component Object Model (COM) add-in  Creating Microsoft Outlook Visual Basic® for Applications macros  Creating public folder scripts  Writing Visual Basic code and Visual Basic, Scripting Edition (VBScript) utilizing the Microsoft Outlook object model  Creating custom property pages Student Prerequisites This course requires that students meet the following prerequisites:  Completion of course 1080A, Essentials of Microsoft Visual Basic Scripting Edition 3.0 or equivalent knowledge.  Course 1303A, Mastering Fundamentals of Visual Basic 6 or equivalent knowledge, or course 1301A, Mastering Microsoft Office 2000 Solutions Development. viii Building Collaborative Solutions by Using Microsoft® Outlook® 2000 The following courses are recommended:  Course 1153B, Overview of Microsoft Exchange Collaboration Development or equivalent knowledge.  Course 1045B, Overview of Microsoft Exchange Server 5.5.  Course 1140B, Microsoft SQL Server 7.0 Overview.  Course 1251B, Programming with Microsoft Exchange Collaboration Data Objects. Course Objectives At the end of this course, the student will be able to:  Identify the appropriate collaborative solution to meet the needs of the business, and describe the logical and physical design of a collaborative solution and the tools that are used to create the solutions.  Create and manage public folders, and incorporate public folders into a collaborative solution.  Develop simple and complex custom forms by using Outlook 2000.  Incorporate custom views into a collaborative solution.  Determine the best way to write code that takes advantage of the Outlook object model within collaborative applications.  Use form scripting to programmatically manipulate Outlook items.  Use the development tools and the Outlook object model to develop components of collaborative applications.  Create a digital dashboard by using folder home pages, the Outlook view control, and Outlook Today.  Create team folders for collaborative applications by using the Team Folder Wizard, and deploy this tool to others.  Write, debug, compile, and register Component Object Model (COM) add- ins for collaborative applications.  Access data in a SQL Server database by using Microsoft Office Web Components and Microsoft ActiveX ® Data Objects (ADO), as well as access data in the Microsoft Exchange Server directory by using the Outlook object model, Collaboration Data Objects (CDO), and Active Directory ™ Service Interfaces (ADSI).  Use CDO to enhance application performance and to perform collaborative programming tasks that cannot be accomplished by using the Outlook object model.  Write and debug event scripts that take advantage of the Microsoft Exchange Server Event Service.  Integrate Microsoft Site Server to add indexing and search capabilities to a collaborative application.  Test and deploy collaborative applications based on Outlook 2000 and Exchange Server, including applications that include team folders and ActiveX controls. Building Collaborative Solutions by Using Microsoft® Outlook® 2000 ix Course Timing The following schedule is an estimate of the course timing. Your timing may vary. Day 1 Start End Module 9:00 9:15 Introduction 9:15 10:15 Module 1: Introduction to Collaborative Solution Development 10:15 10:45 Lab A: Configuring the MoveApp Development Environment 10:45 11:00 Break 11:00 11:45 Module 2: Creating and Managing Public Folders 11:45 12:45 Lunch 12:45 1:15 Lab A: Creating the Public Folder Hierarchy for the MoveApp 1:15 3:00 Module 3: Creating Forms Using Microsoft Outlook 2000 3:00 3:15 Break 3:15 4:00 Module 3: Creating Forms Using Microsoft Outlook 2000 (continued) Day 2 Start End Module 9:00 10:00 Lab A: Building the Computer Services Task Form 10:00 11:00 Module 4: Working with Microsoft Outlook 2000 Views 11:00 11:15 Break 11:15 12:00 Lab A: Creating Views for MoveApp 12:00 1:00 Lunch 1:00 2:00 Module 5: Introduction to Programming Microsoft Outlook 2000 2:00 2:30 Lab A: Using the Script Debugger to Debug Forms 2:30 2:45 Break 2:45 4:15 Module 6: Programming Microsoft Outlook Forms x Building Collaborative Solutions by Using Microsoft® Outlook® 2000 Day 3 Start End Module 9:00 10:00 Lab A: Adding VBScript to the Employee Move Form 10:00 10:30 Module 7: Working with the Microsoft Outlook 2000 Object Model 10:30 10:45 Break 10:45 11:45 Module 7: Working with the Microsoft Outlook 2000 Object Model (continued) 11:45 12:45 Lunch 12:45 1:15 Lab A: Creating Address Labels by Using the Word Object Model to Create Address Labels 1:15 1:45 Lab B: Adding an Outlook Bar Group and Outlook Bar Shortcuts 1:45 2:15 Module 8: Creating a Digital Dashboard 2:15 2:30 Break 2:30 3:00 Module 8: Creating a Digital Dashboard (continued) 3:00 3:45 Lab A: Building a Digital Dashboard Day 4 Start End Module 9:00 9:30 Lab B: Adding a Folder Home Page to MoveApp 9:30 10:15 Module 9: Creating Team Folder Applications 10:15 10:30 Break 10:30 11:00 Lab A: Using the Team Folder Wizard 11:00 12:00 Module 10: Creating COM Add-ins 12:00 1:00 Lunch 1:00 1:30 Lab A: Creating the MoveApp COM Add-in 1:30 2:00 Lab B: Converting a Visual Basic for Applications Macro to a COM Add-in 2:00 2:30 Module 11: Accessing Data From Outlook 2000 2:30 2:45 Break 2:45 3:15 Module 11: Accessing Data From Outlook 2000 (continued) 3:15 4:00 Lab A: Using ADSI in an Outlook 2000 Solution [...]... disc, double-click Default.htm Wordview This folder contains the Word Viewer that is used to view any Word document ( .doc) files that are included on the compact disc If no Word documents are included, this folder does not appear xiv Building Collaborative Solutions by Using Microsoft® Outlook® 2000 Document Conventions The following conventions are used in course materials to distinguish elements of.. .Building Collaborative Solutions by Using Microsoft® Outlook® 2000 xi Day 5 Start End Module 9:00 10:30 Module 12: Integrating Collaboration Data Objects within an Outlook 2000 Solution 10:30 10:45 Break 10:45 11:30 Lab A Adding CDO code to the Employee Move Form 11:30 12:30 Lunch 12:30 1:30 Module 13: Using the Microsoft Exchange Server Event Service... Creating the Escalation Event Script 2:15 2:30 Break 2:30 3:15 Module 14: Site Server Integration 3:15 3:45 Module 15: Deploying an Outlook 2000 Solution 3:45 4:15 Lab A: Deploying the Move Application xii Building Collaborative Solutions by Using Microsoft® Outlook® 2000 Trainer Materials Compact Disc Contents The Trainer Materials compact disc contains the following files and folders: Default.htm This... instructional strategy for the course and presentation tips and caveats To open the presentation, on the Trainer Materials Web page click on Trainer Preparation Presentation Building Collaborative Solutions by Using Microsoft® Outlook® 2000 xiii Student Materials Compact Disc Contents The Student Materials compact disc contains the following files and folders: Default.htm This file opens the Student Materials... Default.htm This file opens the Trainer Materials Web page Readme.txt This file contains a description of the compact disc contents and setup instructions in ASCII format (non-Microsoft Word document) Sg_xxxxz .doc This file is the Classroom Setup Guide It contains a description of classroom requirements, classroom configuration, and classroom setup instructions Errorlog This folder contains a template... answers, lab files, multimedia presentations, and course-related Web sites Readme.txt This file contains a description of the compact disc contents and setup instructions in ASCII format (non-Microsoft Word document) AddRead This folder contains additional reading pertaining to this course If there are no additional reading files, this folder does not appear Answers This folder contains answers to the module . Mastering Microsoft Office 2000 Solutions Development. viii Building Collaborative Solutions by Using Microsoft® Outlook® 2000 The following courses. Review 34 iv Building Collaborative Solutions by Using Microsoft® Outlook® 2000 Module 5: Introduction to Programming Microsoft Outlook 2000 Overview