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-------------------------------------------------------- README for Microsoft Outlook 98 March 12th, 1998 -------------------------------------------------------- (c) Copyright Microsoft Corporation, 1998 All rights reserved. This document provides complementary or late-breaking information to supplement the documentation. You can also look at the Microsoft(R) Web site for the latest information: <http://www.microsoft.com/Outlook> ------------------------ HOW TO USE THIS DOCUMENT ------------------------ To view readme.txt on screen in Notepad, maximize the Notepad window. To print readme.txt, open it in Notepad or another word processor, and then click Print on the File menu. ======== CONTENTS ======== 1. Setup 1.1 Changing Your Outlook File (.pst) in Internet Support 1.2 Preserving Rules when Switching to Internet Support 1.3 Set up Exchange Again After Uninstalling Outlook 98 1.4 Shut Down Exchange Server Services Before Installing Outlook 98 1.5 Install Outlook 98 and Microsoft Office 97 Locally 1.6 Office Maintenance Mode Reinstall and Setup /y 1.7 Office SR1 Patch Installation Does Not Complete 2. Security 2.1 AutoSave Disabled when Composing Signed or Encrypted Messages 2.2 Sign or Encrypt Message Before Adding Attachments 2.3 Signed Messages can Only be Sent Using the Default Mail Account 2.4 Beta Users: Export Keys Before Upgrading to Outlook 98 3. Microsoft Word and Microsoft WordMail 3.1 WordMail Requires Microsoft Word 97 4. Symantec WinFax Starter Edition and Microsoft At Work Fax 4.1 Overview of Built-in Fax Solutions for Outlook 98 4.2 Installing Symantec WinFax Starter Edition 4.3 Sending Faxes with Symantec WinFax Starter Edition 4.4 Receiving Faxes with Symantec WinFax Starter Edition 4.5 Faxing from other Applications using WinFax Starter Edition 4.6 Storing Fax Numbers in the Contacts Folder 4.7 Cannot Send to Mixed Recipients with WinFax Starter Edition 4.8 Sending a Fax to a New Recipient with WinFax Starter Edition 4.9 Upgrading to WinFax Pro from Symantec WinFax Starter Edition 4.10 Install At Work Fax before At Work Fax Update 5. IMAP 5.1 Rules Wizard Does Not Function with IMAP 5.2 Net Folders Do Not Function with IMAP 6. Net Folders 6.1 Two machines cannot run Net Folders against the same mailbox 7. Rules Wizard 7.1 Outlook 97 Rules Wizard compatibility 7.2 Upgrading from Inbox Assistant to Rules Wizard 7.3 Switching between the Rules Wizard and the Inbox Assistant 7.4 Filtering mail from people or distribution lists on the Internet 7.5 "with <specific words> in the sender's address" rule condition 7.6 Rules which filter Read Receipts, Delivery Receipts, etc. 7.7 Filtering messages from an Exchange Server Distribution List 7.8 Filtering messages signed with S/MIME security 8. H/PC Synchronization 8.1 Enabling H/PC Windows CE Inbox Transfer for Windows CE Users 9. Accessibility 9.1 Screen readers unable to read HTML Formatted E-mail ======== 1. SETUP ======== ---------------------------------------------------------------- 1.1 Changing Your Outlook File (.pst) with Internet Only Support ---------------------------------------------------------------- With Internet Only Support, to use a different Outlook File (.pst file) to store your mail, follow these instructions: 1. On the File menu, point to Open, and then click Other Outlook File (.pst). 2. Select your Outlook File, and then click OK. 3. The new Outlook File will appear in your Folder List. If the Folder List is not visible, click Folder List on the View menu. 4. Right-click the Outlook File in your Folder List, and then click Properties. 5. On the Properties dialog box, select the check box to deliver POP mail to this Outlook File. 6. Quit and restart Outlook 98. 7. If you wish to remove the previous Outlook File from your list of folders, right-click it, and then click Close. ------------------------------------------------------------ 1.2 Preserving Rules when Switching to Internet Only Support ------------------------------------------------------------ Users upgrading to Internet Only Support from a previous Outlook 97 or Outlook 98 Beta configuration will need to import their old rules. To import rules: 1. On the Tools menu click Rules Wizard. 2. Click Options 3. Click Import Rules 4. In the Import Rules From dialog, select your .RWZ file, which is located in your Windows directory. 5. Click OK to leave the Import Rules dialog. 6. For each rule that moves messages to a specific folder, select the rule and choose Modify, and then reselect the folder to move or copy messages to. 7. Click OK to leave the Rules Wizard. ------------------------------------------------------- 1.3 Set up Exchange Again After Uninstalling Outlook 98 ------------------------------------------------------- When Outlook 98 is set up over an existing Exchange Client or Exchange Server setup and subsequently uninstalled, you must set up the Exchange Client or Exchange Server again before it will function. ------------------------------------------------------------------- 1.4 Shut Down Exchange Server Services Before Installing Outlook 98 ------------------------------------------------------------------- If installing Outlook 98 on a computer running Microsoft Exchange Server, be sure to shut down Exchange Server Services before starting the installation of Outlook 98. ------------------------------------------------------ 1.5 Install Outlook 98 and Microsoft Office 97 Locally ------------------------------------------------------ Outlook 98 does not support Run From Network Server or Run From CD installations. If you have previously installed Microsoft Office 97 in either of these modes, you will receive a warning when installing Outlook 98 stating that Outlook 98 setup does not support this mode. All Microsoft Office applications must be installed locally to allow Outlook 98 to be installed. -------------------------------------------------- 1.6 Office Maintenance Mode Reinstall and Setup /y -------------------------------------------------- After installing Outlook 98, if you perform a Microsoft Office maintenance mode reinstall or a "setup /y" command from Office setup, you may encounter object id warnings or .SRG warning messages. These warnings can be safely dismissed and Office "setup /y" or maintenance mode reinstall will complete successfully. --------------------------------------------------- 1.7 Office SR1 Patch Installation Does Not Complete --------------------------------------------------- If you install Outlook 98, then try to run the Office SR1 patch, the patch will not complete successfully. To correct this problem, follow the steps in article Q177881 in the Microsoft Knowledge Base. =========== 2. SECURITY =========== ----------------------------------------------------------------- 2.1 AutoSave Disabled when Composing Signed or Encrypted Messages ----------------------------------------------------------------- The AutoSave feature is disabled when composing a message that is indicated to be signed or encrypted. If you want to use the AutoSave feature, you should only enable the signing or encryption just before you send the message. ----------------------------------------------------- 2.2 Sign or Encrypt Message Before Adding Attachments ----------------------------------------------------- To send a secure message that contains attachments, ensure that signing or encryption is turned on first, and then add the attachments. ------------------------------------------------------------------- 2.3 Signed Messages can Only be Sent Using the Default Mail Account ------------------------------------------------------------------- Outlook compares the email address from your default mail account with the signing certificate from your security setting. If you need to send signed messages with multiple mail accounts, you should change your default mail account (through the Tools.Accounts dialog) and choose the appropriate Security Setting (through the Security tab of the File.Properties dialog) before sending your signed messages. ---------------------------------------------------------- 2.4 Beta Users: Export Keys Before Upgrading to Outlook 98 ---------------------------------------------------------- If you are upgrading from Outlook 98 Beta 2 to final Outlook 98, are using Outlook 98 Beta 2 with a Microsoft Exchange Server, and are using Exchange Server Security, the following applies to you: Before installing final Outlook 98, you must export your security keys from Outlook 98 Beta 2. After installation of Outlook 98 you should re-import these keys. Step by step instructions: Before installing the new build: 1) Go to Tools/Options/Security 2) Click "Import/Export Digital ID..." 3) Select the radio button to Export. 4) Use the "Select.." button to choose your Exchange Server security certificate 5) Select a name for your EPF file. 6) Enter a password of your choice (you will need this password when you import this EPF file) 7) Hit OK Your security information is now saved in the EPF file. Install this new build of Outlook. On the new build: 1) Go to Tools/Options/Security 2) Click "Import/Export Digital ID..." 3) Select the radio button to Import 4) Choose the EPF file you have saved from your older Outlook build 5) Type in the password 6) Give this set of keys any name you wish to associate it with (This is the keyset name - any name like <my keys> will work 7) Click OK Your security information will now be stored in the new format by Outlook. ======================================== 3. MICROSOFT WORD AND MICROSOFT WordMail ======================================== --------------------------------------- 3.1 WordMail Requires Microsoft Word 97 --------------------------------------- Outlook 98 supports the WordMail feature of Word 97. However, Word 95 WordMail is not supported. ============================================================ 4. Symantec WinFax Starter Edition and Microsoft At Work Fax ============================================================ ----------------------------------------------------- 4.1 Overview of Built-in Fax Solutions for Outlook 98 ----------------------------------------------------- Users who wish to send and receive faxes directly from Outlook 98 will use either Microsoft At Work Fax or WinFax Starter Edition, depending on which configuration of Outlook they have chosen. Users of Outlook 98 with Internet Only Support will use Symantec WinFax Starter Edition. Users of Outlook 98 with Corporate/Workgroup Support will use Microsoft At Work Fax. For users of Microsoft At Work Fax, Outlook 98 includes an update that resolves a number of previously reported errors in the program. ---------------------------------------------- 4.2 Installing Symantec WinFax Starter Edition ---------------------------------------------- If you are using Outlook 98 with Internet Only Support, the WinFax Starter Edition will be installed automatically if you were previously using Microsoft Fax. If it was not installed automatically when Outlook 98 was installed, you can install WinFax Starter Edition using the Add/Remove Programs utility. ------------------------------------------------------ 4.3 Sending Faxes with Symantec WinFax Starter Edition ------------------------------------------------------ To send a fax with Symantec WinFax Starter Edition, select File | New | Fax Message or Actions | New Fax Message. Enter the phone number you wish to fax to (see section 4.8), or address the message to a Contact with a fax number. Enter the text of the fax and attach any documents to be included in the fax. Press Send when done. The fax will be sent immediately. -------------------------------------------------------- 4.4 Receiving Faxes with Symantec WinFax Starter Edition -------------------------------------------------------- With Symantec WinFax Starter Edition, incoming faxes are immediately posted to the inbox. ------------------------------------------------------------------ 4.5 Faxing from Applications using Symantec WinFax Starter Edition ------------------------------------------------------------------ Symantec WinFax Starter Edition users can fax from applications such as Microsoft Word or Microsoft Excel by printing to the "Symantec WinFax Starter Edition" printer. ---------------------------------------------- 4.6 Storing Fax Numbers in the Contacts Folder ---------------------------------------------- Fax numbers in the contacts folder should be entered in canonical format [for example:+1 (303) 555-1212] so that the Outlook phone dialer works properly. --------------------------------------------------------------- 4.7 Cannot Send to Mixed Recipients with WinFax Starter Edition --------------------------------------------------------------- With Symantec WinFax Starter Edition a Fax message cannot be sent to both Fax recipients and normal email recipients at the same time. ---------------------------------------------------------------- 4.8 Sending a Fax to a New Recipient with WinFax Starter Edition ---------------------------------------------------------------- With Symantec WinFax Starter Edition, if you want to send a fax to someone who is not in your Outlook contacts folder, a one-off fax number can be entered as follows in the "TO:" field of a new fax message: fax@9w555-1212. The character "9" is used to access an outside line and "w" causes the dialer to wait for a dial tone. ---------------------------------------------------------------- 4.9 Upgrading to WinFax Pro from Symantec WinFax Starter Edition ---------------------------------------------------------------- If you plan to upgrade from WinFax Starter Edition to WinFax Pro, please refer to the readme.txt in the valuepack\winfax directory for upgrade information and a utility. ------------------------------------------------- 4.10 Install At Work Fax before At Work Fax Update ------------------------------------------------- Outlook 98 Add Components page includes the At Work Fax Update. This component fixes problems with existing At Work Fax. Users currently running At Work Fax will have this component installed automatically. If you do not have At Work Fax installed, and are using Corporate Support in Outlook 98, and wish to have fax capability, you must first install At Work Fax via the Windows 95 Add/Remove Programs Control Panel, and after that install the At Work Fax Update. To install the Windows 95 At Work Fax Component: 1. Open the Add/Remove Programs Control Panel 2. Click on the "Windows Setup" tab. 3. Check the checkbox labeled "Microsoft Fax" 4. Click OK Afterwards install the Fax Update from the Add Components page. Note that the Fax Update will already be listed as "Installed". Despite this choose to install it again. ======= 5. IMAP ======= -------------------------------------------- 5.1 Rules Wizard Does Not Function with IMAP -------------------------------------------- The Outlook 98 Rules Wizard is not designed to function when used with an IMAP mail server. Rules created in this scenario will not have any effect. The exception to this is Rules on outgoing mail. These will continue to work with IMAP. ----------------------------------------- 5.2 Net Folders Do Not Function with IMAP ----------------------------------------- The Outlook 98 Net Folders component depends upon the Outlook 98 Rules Wizard and thus will not function when used with an IMAP mail server. ============== 6. NET FOLDERS ============== ----------------------------------------------------------------- 6.1 Two Computers Cannot Run Net Folders Against the Same Mailbox ----------------------------------------------------------------- Net Folders will not run correctly if there are two machines running Outlook with Net Folders against the same mailbox. =============== 7. Rules Wizard =============== ----------------------------------------- 7.1 Outlook 97 Rules Wizard compatibility ----------------------------------------- The Rules Wizard extension available for Outlook 97 will not successfully import rules created with the Rules Wizard in Outlook 98. If you have Outlook 98 on one machine and Outlook 97 on another machine and they are both using the same Exchange Server account, don't use the Rules Wizard on your Outlook 97 machine. -------------------------------------------------- 7.2 Upgrading from Inbox Assistant to Rules Wizard -------------------------------------------------- The first time you use the Rules Wizard, it will offer to convert and import any existing Inbox Assistant rules stored on the Microsoft Exchange server. Inbox Assistant rules are deleted to save space on the Exchange server once they are successfully converted to Rules Wizard rules. If the Rules Wizard cannot convert an Inbox Assistant rule, it will disable it, but not delete it. The following types of Inbox Assistant rules will not be converted to Rules Wizard rules: 1. Rules which look for multiple words separated by semi-colons in the subject or body 2. Rules which look for specific forms (Advanced conditions dialog) 3. Rules which look for document properties (Advanced conditions dialog) -------------------------------------------------------------- 7.3 Switching between the Rules Wizard and the Inbox Assistant -------------------------------------------------------------- To switch between the Rules Wizard and the Inbox Assistant: 1. On the Tools menu, click Options... 2. In the Options dialog, click the Other tab. 3. Click the Advanced Options... button. 4. Click the Add-In Manager... button. 5. Check or uncheck the Rules Wizard. 6. Click OK. 7. Click OK in the Advanced Options dialog. 8. Click OK in the Options dialog. -------------------------------------------------------------------- 7.4 Filtering mail from people or distribution lists on the Internet -------------------------------------------------------------------- If you are using the "from <people or distribution list>" or "sent to <people or distribution list>" conditions in a rule, and you want to check for messages sent from the Internet, you must pick the person or distribution list from an address book (i.e. Outlook Address Book, or Personal Address Book) for the rule to work properly. Typing the e-mail address in the Rule Address dialog will not guarantee the rule will work consistently because the rule will look in the sender's or recipient's Display Name, not in the SMTP address. This only affects Corporate/Workgroup users connecting to an Exchange Server. ------------------------------------------------------------------ 7.5 "with <specific words> in the sender's address" rule condition ------------------------------------------------------------------ Rules which have the "with <specific words> in the sender's address" or "with <specific words> in the recipient's address" condition will only fire on messages coming from the Internet. This condition looks in the SMTP (Internet) e-mail address (i.e. username@domain.tld), not in the Display Name. Rules with this condition will not fire for users in your Company or Organization's Global Address List. ------------------------------------------------------------- 7.6 Rules which filter Read Receipts, Delivery Receipts, etc. ------------------------------------------------------------- Rules which have the "uses the Report form" condition will not work in Outlook 98. Report forms are Read Receipts, Delivery receipts, Non-Delivery receipts, etc. The workaround is to use the Inbox Assistant to create this rule. ---------------------------------------------------------------- 7.7 Filtering messages from an Exchange Server Distribution List ---------------------------------------------------------------- Rules which have the "from a <Exchange Server Distribution List>" condition will not work if the rule is a client-only rule. This only affects Corporate/Workgroup users connecting to an Exchange Server. -------------------------------------------------- 7.8 Filtering messages signed with S/MIME security -------------------------------------------------- Rules which have the "with <specific words> in the body" condition will not work if the message has been digitally signed with S/MIME security. ======================= 8. H/PC Synchronization ======================= ---------------------------------------------------------------- 8.1 Enabling H/PC Windows CE Inbox Transfer for Windows CE Users ---------------------------------------------------------------- Users attempting to use the "Windows CE Inbox Transfer" command from within Outlook may encounter the following error: "The command is not available. See the program documentation about how to use this extension." If you encounter this error, it may be corrected by running a tool included on the Outlook 98 CD. Two versions of this tool are included in the /Valupack/HPC folder on the Outlook 98 CD. If you are a Windows CE 1.x user, run the tool called hpcv1.exe. If you are a Windows CE 2.x user, run the tool called hpcv2.exe. ================ 9. ACCESSIBILITY ================ ------------------------------------------------------- 9.1 Screen readers unable to read HTML Formatted E-mail ------------------------------------------------------- Screen readers are unable to read HTML formatted mail items in Outlook 98. When reading or composing mail items formatted in the HTML format, Outlook 98 does not expose the text so that screen readers can identify and read the text. Microsoft Outlook Rich Text, Plain Text, and Microsoft Word mail formats all work properly with screen readers. Workaround: To enable the screen reader to access the text of an HTML message, do the following: 1. Open the HTML formatted message. 2. On the Edit menu, choose Edit Message. (ALT+E, E) 3. On the Format menu, choose Plain Text. (ALT+O, T, Y) 4. Choose Yes, to change the format of the message. Microsoft is aware of this problem and is working on updated software which corrects it.