Configuring Your Settings for the Add-In for Outlook

This section describes how to configure your settings for the add-in for Outlook:

How do I set my add-in preferences?

  1. Click Settings menu icon, and select Preferences.
  2. On the General tab, set preferences for messages.
  3. On the Walls tab, select who can post to and reply on your wall.
  4. On the Notifications tab, select when to receive email notifications about activities in Oracle Social Network.
  5. On the Posting Email tab, select whether you want to be prompted to post email messages to Oracle Social Network and what happen when you do post those messages.
  6. On the Offline tab, select what gets downloaded when you mark a Conversation for offline use and the location the offline data is saved to.

Where do I specify whether to enable screen reader mode?

If you want messages to be accessible to a screen reader, select Enable Screen Reader Mode. For more information, see How do I increase the add-in's accessibility?

  1. Click Settings menu icon, and select Preferences.
  2. On the General tab, select or clear display options under Message View:

    • Select Enable Screen Reader Mode to show messages in compact view. In compact view, no more than two lines of text is shown with a given message. Screen readers can read the entire message in the message's tooltip.

    • Clear Enable Screen Reader Mode to show the full text of all messages.

How do I hide message tooltips?

  1. Click Settings menu icon, and select Preferences.
  2. On the General tab, select or clear tooltip options under Conversation View:

    • Select Hide Tooltips to prevent tooltips from appearing when you mouse over a message and over icons and options in banners.

    • Clear Hide Tooltips to show tooltips when you mouse over a message and over icons and options in banners.

Note: If you want messages to be accessible—for example, to a screen reader—do not select this option.

How do I set the options for marking messages as read?

  1. Click Settings menu icon, and select Preferences.
  2. On the General tab, select or clear options under Message View:

    • Mark items as read when viewed in a tooltip—Select this option so that, when you view a message in a tooltip for the specified amount of time, it's marked as read. Specify the number of seconds in the field that follows the label Mark item as read when viewed for (seconds).

      In Outlook, when you mouse over a message, a tooltip opens showing the full text of the message. If you specify that a view is 2 seconds, then after the tooltip is open for 2 seconds, the item is marked as read.

      Note: When Enable Screen Reader Mode is selected, Mark items as read when viewed in a tooltip affects only Overview and flags views.

    • Mark items as read when selection changes—A message is marked as read when you move from it to another item.

How do I get notified about new messages in my One-on-One Conversations?

  1. Click Settings menu icon, and select Preferences.
  2. On the General tab, under Message View, select Alert me to new messages in One-on-One Conversations to trigger three flashes in Outlook when someone posts a message to a One-on-One Conversation with you and the Outlook window is not in focus.

How do I hide membership messages by default?

When a user is added to or removed from an item a membership message is posted to the item (for example, This Conversation is now accessible to: Jane Doe). If you'd prefer not to show those messages, you can hide them.

  1. Click Settings menu icon, and select Preferences.
  2. Select or clear hide membership options under Message View:

    • Select Hide membership messages by default to prevent membership messages from showing in all items.

    • Clear Hide membership messages by default to allow membership messages to show in all items.

You can override this setting on individual items (see How do I hide membership messages?).

How do I set up how to post messages?

  1. Click Settings menu icon, and select Preferences.
  2. On the General tab, select or clear submit message options under Message Posting Behavior:

    • Select Use Post button to post messages by clicking Post. Enter line breaks in your messages using the Enter key

    • Select Use Enter key to post messages by pressing the Enter key. Enter line breaks in your messages using Shift+Enter.

How do I control who can post to my wall?

Use Walls preferences to control whether other people can post or reply to messages and documents on your wall:

  1. Click Settings menu icon, then click Preferences.
  2. Click Walls.
  3. Under Post to Your Wall, specify whether other people (your followers) can post messages on your wall.
  4. Under Reply on Your Wall, specify whether other people (your followers) can reply to messages or annotate documents on your wall.

How do I set my add-in for Outlook notification options?

  1. Click Settings menu icon, then click Preferences.
  2. Click Notifications.
  3. Set your notification options:

    • Select Send me an email when someone: to get an email when one or more of the following options is selected:

      • Assigns a Please Reply Urgent flag to me

        Note: This option is grayed-out because you always receive a notification email when someone assigns one to you.

      • Assigns a Please Reply flag to me

      • Assigns a For Your Information Flag to me

      • Clears a Please Reply Urgent flag assigned to or by me

      • Clears a Please Reply flag assigned to or by me

      • Clears a For Your Information flag assigned to or by me

      • Posts on my wall—When someone posts a message to your wall

      • Posts to a One-on-One Conversation with me when I am offline

      • Adds me to a Conversation, collection, or other item

    • Select Send me a daily summary of the activity of all the people and content I care about to get an email that summarizes your day's flags, messages, and memberships.

    • Select your time zone.

How do I tell Outlook to prompt me to use Oracle Social Network?

If you start to send an email to at least one user who is part of your social network, the add-in for Outlook can prompt you to create a new Conversation or post to an existing Conversation or wall in Oracle Social Network to improve collaboration. You can control the prompt and the default action in your preferences.

  1. Click Settings menu icon, then click Preferences.
  2. Click Posting Email.
  3. Under When sending email to Oracle Social Network members, select what you want to happen when you start to send an email to users who are part of your social network:

    • Select Prompt to post outgoing email to Conversation if you want to be prompted to post to your social network each time you start to send an email to users who are part of your social network. If you select this option, when you click Send, you'll be asked if you want to create a Conversation.

      When prompted, click Post Message to post to Oracle Social Network or click Send Email to just send an email.

      Note: In the prompt, you can select Do not show me this again, which changes your preference setting.

    • Select the default option for where the message should be posted/sent:

      • Post to a Conversation instead of sending email

      • Send email and also post to a Conversation

        Note: 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.

      • Do not post to a Conversation (always send email)

        Note: If you select this option, the Prompt to Post option becomes grayed out. You won't be prompted to post to a Conversation.

      Tip: You can change this option for a particular message in the "ribbon" of the email message. Changing the option in the email message applies only to that message. For more information, see How do I add email, meeting details, or tasks to a Conversation or wall?

  4. In the Ignore Emails and Domains box, you see a list of any email addresses or domain names you've asked to be ignored when adding email messages to Oracle Social Network (for example, distribution lists or support email addresses). The ignored email addresses and domain names 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 edit the list in the following ways:

    • To add an email address or domain name, click Add, then enter the email address or domain name (in the form @example.com) you want to be ignored.

    • To change an entry, select it in the list, then click Edit.

    • To get rid of an entry, select it in the list, then click Remove.

    Note: You can also add entries to the ignore list 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?

How do I set offline preferences?

When you mark a Conversation for offline use, the data from that Conversation is saved to your computer. You can set Offline preferences to select what data is saved, whether changes are published automatically or manually, and where the data is saved to:

  1. Click Settings menu icon, then click Preferences.
  2. Click Offline.
  3. Under When marking a Conversation for offline, select what kind of data you want to see while viewing a Conversation offline:

    • Download the avatars of its members—Select this option to see people's pictures next to their posts and on the Members tab.

    • Download the profile information of its members—Select this option if you want to be able to view a person's profile information.

      Note: To view a person's profile information, click the person's avatar, then click Edit Profile icon.

    • Download the walls of its members—Select this option if you want to be able to open a person's wall.

      Note: To view a person's wall, click the person's avatar.

    • Download the thumbnails of its documents—Select this option to see thumbnail previews of the Conversation's documents.

    • Download the related Conversations—Select this option if you want to be able to view Conversations related with the item you're viewing (on the Related Items tab).

  4. Under Publish and Refresh Settings, select whether to automatically publish offline changes and whether to hide the Offline Transfer Progress window:

    • Automatically publish offline changes when connecting—Select this option if you want to automatically post any changes you made to offline content when you connect to your account.

    • Minimize the Offline Transfer Progress window when refreshing or publishing—Select this option if you don't want to see the Offline Transfer Progress window (which shows the progress of when you refresh offline files or publish changes to offline files).

  5. Under Offline Path, select where to save offline content—your local app data folder, your roaming app data folder, or a custom location.