This section describes how to interact with Microsoft Outlook in the add-in:
You can add Microsoft Outlook emails, meeting details, and tasks to an Oracle Social Network Conversation or wall; and, in the Oracle Social Network add-in for Microsoft Outlook, you can initiate Outlook-related activities. For example, you can add an Oracle Social Network contact to your Outlook Contacts list; create an Outlook task; send an email with links and attachments from the add-in; schedule an Outlook calendar meeting, and select participants from Oracle Social Network as well as your Outlook address book and your other usual sources.
You can add Outlook email, meeting details, and tasks to an Oracle Social Network Conversation through the Oracle Social Network add-in for Microsoft Outlook. Additionally, you can add the item's recipients and attachments. You can edit the item to leave out some or all of the its content, recipients, and attachments. You can add more content, people, and files along with the originals.
Be thoughtful about which items you add and how much of their content you include. Depending on their length, added Outlook items can quickly clutter a Conversation. Before finalizing an addition, you can edit it to sanitize and simplify it. Consider removing header information, signatures, and any other unnecessary or unwanted parts.
Select an Outlook item, then click Add To Oracle Social Network in the Outlook ribbon.
Right-click an Outlook item, then click Add To Oracle Social Network.
Select an Outlook item, then go to the Conversation or wall you want to add the email to, and in its top-most banner, click , then select Add To Oracle Social Network.
Open the target Conversation or wall, then drag and drop the Outlook item into the open Conversation or wall.
In a meeting or task, click Add to in the item's ribbon at the top of the form.
In an email's ribbon, select one of the following options under When sending:
Move to—Post the message to a Conversation or wall, rather than sending the email.
Copy to—Post the message to a Conversation or wall, but also send the email.
This option is useful if your message includes some users who are not part of your social network. You would generally want to use this for simple posted information, not messages that will spark a discussion, otherwise the email thread and the Conversation will become out of sync. For example, you might want to send meeting details such as location and agenda to a user who is not part of your social network, and copy it to a Conversation in your social network so that you have a record of the communication along with other related information for internal use, like documents for the meeting.
The email is moved or copied to the Conversation or wall when you click Send.
Note: If you don't want to post the email to a Conversation or wall, select No Post to just send the email.
Note: For more information about creating a new Conversation, see How do I start a Conversation?
Double-click a name to add it to the Select list at the bottom of the dialog, or select names, then click Select to add all selections. Use Ctrl+Click to select more than one person or group.
By default, you see a list of email recipients. Click a tab to change your view:
Recipients—View the list of people who received the email.
Contacts—View a list of your contacts.
Groups—View a list of your groups.
Current Members—If you are adding the email to an existing Conversation, you can see the people and groups that are members of the Conversation.
Alternatively, you can enter part of a person's or group's name, and select them from the list that pops up.
Note: You can hide unwanted email recipients by telling Oracle Social Network to ignore particular email addresses or domain names when adding an email to Oracle Social Network. For more information, see How do I tell Oracle Social Network to ignore particular email addresses or domains when posting email messages to a Conversation or wall?
Note: The documents you select are uploaded to the Conversation or wall, but they are not also attached as additional documents to the email, meeting, or task.
Top-Level Messages—Post the email as one or more individual messages. Message splits mark the end of each message. See Step 6 for more information on message splits.
Single Message with Replies—Post the first email message in the dialog as a top-level message in the Conversation or wall, and post all other messages as replies to the top-level message. Message splits mark the end of each message. See Step 6 for more information on message splits. This option is useful for email threads.
Word Document—Post the email as a Microsoft Word document. Formatting and inline images will be preserved. Message splits aren't supported.
HTML Document—Post email as an HTML document. Formatting and inline images will be preserved. Message splits aren't supported.
Oracle Social Network automatically adds message splits ("End of Message" indicators) based on the messages in the email, but you can also manually add or remove message splits to control how the email is posted to the Conversation or wall:
To remove a message split, delete the whole "End of Message" line.
To add a message split, place your cursor where you want to split the messages, then click Add Message Split.
If you're adding an email with multiple messages, the newest message appears in the dialog first (at the top), the same as it does in the email. When the messages are added to Oracle Social Network, the first message in the dialog is posted to the Conversation or wall first, followed by the remaining messages.
If you want to reverse the order of the messages in the dialog (to show the oldest message first), click Sort Messages, then select Last Message on Top.
Note: The sort order has no effect if there are no message splits.
You might send or receive email from addresses or domain names that are part of Oracle Social Network but that you don't want to include when posting email messages to Conversations or walls (for example, distribution lists or support email addresses). You can tell Oracle Social Network to ignore these email addresses and domain names so they don't show up in the Recipients list when you're adding an email to a Conversation or wall. Also, if you're prompted to post outgoing email messages to Oracle Social Network (see How do I tell Outlook to prompt me to use Oracle Social Network?), the ignored email addresses and domain names won't generate a prompt.
You can add email addresses or domain names to the ignore list in the following ways:
When adding an email to a Conversation or wall:
In the Add to Oracle Social Network dialog, click Invitees.
In the Select Members dialog, on the Recipients tab, right-click the recipient whose email address/domain name you want to ignore.
Select Add Invitee to Ignore List or Add Invitee's Domain to Ignore List.
Recipients that match the ignored email addresses/domain names are immediately removed from the list.
Add, edit, or remove entries in your Posting Email preferences. For more information, see How do I tell Outlook to prompt me to use Oracle Social Network?, step 4.
You can accomplish this task wherever people or groups are listed, like on a Conversation or wall's membership list or on one of the tabs on the View people and groups panel. This describes how to add an Outlook Contact from the add-in's View people and groups panel.
Right-click a message, person, Conversation, wall, or other item, and select Schedule Meeting to open an Outlook Calendar Meeting scheduler.
You can also invite multiple people or groups in one action:
On the People and Groups tab, use Ctrl+Click to select multiple people or groups.
Right-click, and select Schedule Meeting from the context menu.
The people or groups you selected are added to the meeting's list of invitees.
Finish setting up the meeting as you would for any Outlook Calendar entry.
Note: You can add meeting details from your Outlook Calendar to a Conversation or wall. For more information, see How do I add email, meeting details, or tasks to a Conversation or wall?
Where you initiate a new meeting in the add-in affects who is automatically invited to the meeting and what is included in the invitation. For example:
Right-click a message, and the person who posted the message is automatically added to the To field in the meeting scheduler. Additionally, a link to the message is included in the body of the invitation.
Right-click a document, and the person who uploaded the document is added to the To field in the meeting scheduler. Additionally, a link to the document is added to the body of the invitation.
Right-click a listed Conversation, wall, collection, or Social Object, and no one is automatically added to the To field in the meeting scheduler. But a link to the item that you right-clicked is included in the body of the message.
Tip: You can invite people who use Oracle Social Network using the scheduler's Attendees list. Select Invite Attendees, then Attendees, and Address Book. In the Select Attendees and Resources dialog in Outlook Calendar, open the Address Book menu and select Oracle Social Network under Outlook Address Book (or Other Address Books).
You can accomplish this wherever people or groups are listed, like on a Conversation or wall's list of members or on one of the tabs on the View people and groups panel. This describes how to create an Outlook Task from the add-in's View people and groups panel.
You can send an Outlook email from just about anywhere in the add-in for Outlook, like the list of messages in a Conversation, on a person or a group on the View people and groups panel, on a document on the Documents panel or on the Documents tab of any Conversation or wall.
Note: You can also add an Outlook email to a Conversation or wall. For more information, see How do I add email, meeting details, or tasks to a Conversation or wall?
The person, group, or type of item you initiate this action from determines what you are sending. Table 14-3 lists people, groups, and item types and describes what occurs when you select Send Email or Send As Email.
Table 14-3 What Gets Sent When You Send Email from the Add-In?
|Send (As) Email From a||An Email Form Opens With …|
The name of the Conversation in the Subject field and a link to the Conversation in the body of the email
The name of the collection in the Subject field and a link to the collection in the body of the email
The email address of the person who posted the message in the To field; the name of the Conversation where the message was posted in the Subject field; and the message and a link to the message in the body of the email
When recipients click the link, it opens the Conversation where the message was posted in the web version of Oracle Social Network
The person who uploaded the document in the To field; the name of the Conversation where the documents was posted in the Subject field; and the document added as an attachment
The person's name in the To field
All members of the group in the To field