This section describes how to interact with Microsoft Outlook in the add-in:
What kinds of shared activities are there between Outlook and the add-in for Outlook?
How do I add email, meeting details, or tasks to a Conversation or wall?
How do I add an Oracle Social Network contact to my Microsoft Outlook Contacts list?
How do I schedule a Microsoft Outlook Calendar meeting through the add-in for Outlook?
How do I create a Microsoft Outlook Task from the add-in for Outlook?
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.
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 … |
---|---|
Conversation |
The name of the Conversation in the Subject field and a link to the Conversation in the body of the email |
Collection |
The name of the collection in the Subject field and a link to the collection in the body of the email |
Message |
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 |
Document |
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 |
Person |
The person's name in the To field |
Group |
All members of the group in the To field |