Update Software
- Keep all Outlook clients updated with the latest Microsoft cumulative updates for Office/Outlook by running Windows Update.
- Exchange server should be up to date in order to avoid issues that may have been corrected in released Rollups or Service Packs.
Mobile Device Users
Users of BlackBerry, iPhone, Windows Phone, Palm OS or other mobile devices should understand the interaction between their device and the Exchange Calendar. Very often users are synchronizing their mailbox and managing the calendar using mobile devices.
For this reason it is also very important to update the software for these devices and 3rd party servers that are used for Exchange mailbox synchronization.
Outlook Client
- Software Version: Ensure that all users are running the same Outlook version, service pack and hotfixes when multiple users are working on the same calendar (for example while using delegation).
- Service Packs: When you use delegates in Outlook 2007, it is recommended that the manager or calendar owner and all the delegates use Outlook 2007 Service Pack 2.
Managing Invites
- Always process meeting invites from the Inbox folder.
- When a recipient is invited to a meeting, an email message containing the meeting invite will appear in his Inbox folder.
- At the same time the meeting will be placed in the Calendar as Tentative.
- These operations are automatically made by Outlook and Exchange.
- We recommend that the user that receives the meeting invite to process it using the meeting invite message (from Inbox).
- We recommend to avoid deleting this message before processing the meeting. Deleting the meeting request message from Inbox before manually processing the meeting will delete also the Tentative meeting from your calendar.
- Once the meeting is processed using the meeting invite message, you will see that the meeting will change from
Tentative to Accepted.
- Process all meeting invites that you receive.
- We recommend processing the meeting request by accepting, declining, etc.
- This will inform the meeting organizer about your presence in the meeting or not (if you decline).
- The same principle applies with updates for already accepted meetings.
- Leaving the meeting as Tentative without processing it will potentially create conflicts and the information in your calendar won�t be accurate.
- Do not delete meetings from your calendar.
- Once you have accepted a meeting and you are no longer able to participate do not delete the meeting from your calendar.
- If you delete the meeting the organizer will not be informed that you declined the meeting and in his/her calendar you will still appear in the attendees list.
- If you are not going to participate in a meeting that you previously accepted please use the
Decline button to send the meeting cancellation message. Note: You will not receive any meeting updates for a meeting you declined.
- When you decline a meeting the organizer will receive this message and you will be removed from the attendees list.
- If you are not able to attend a meeting at the scheduled time you can use the
Propose New Time feature of Outlook in order to inform the organizer.
- Note: It is not possible to change the organizer of a meeting or recurring meeting.
Moving or Deleting a Meeting
Once a meeting was created (organizer) and accepted (attendees) it may be necessary to modify the time/date/etc.
- If you are the meeting organizer make your changes and make sure that you use the
Send Update button in order to inform all attendees.
- If you are an invitee/attendee to this meeting, follow the best practices for managing calendar items as described above.
Accepting Meeting Cancellations
If you receive a meeting cancellation message, open the message and click Remove from Calendar. This ensures that the meeting is removed from the calendar in order to avoid a situation where a meeting was cancelled but still appears on your calendar.
Managing Recurring Meetings
In order to have a recurring meeting you will need to add a recurrence for it. This means that the meeting will take place according to the frequency you set (Daily/Weekly/Monthly/Yearly). You also have the option to set the range of recurrence:
Recurring Meeting Exceptions
A recurring meeting exception is in fact an occurrence that is modified (date/time). A recurring meeting exception has essentially been converted to a single-occurrence meeting and will no longer correspond to the recurrence pattern.
Deleting a recurring meeting as organizer
- Do not delete the meeting from your calendar.
- In order to delete a recurring meeting you will need to open the series (if you open the occurrence you will cancel only that occurrence) and click
Cancel Meeting (this is the option for Outlook 2007).
- The next step is to send this information to all attendees in order to update also their calendar. To do this, click
Send Cancellation.
- Attendees receive in their Inbox the cancellation message and have the ability to remove the meeting from their calendar by clicking
Remove from Calendar.
- Note When cancelling a recurring meeting using the method above, all occurrences for the meeting are deleted.