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August 27, 2002 12:00 AM

Using and Configuring Outlook Direct Booking

Automatically reserve resources with Outlook XP and Outlook 2000
Windows IT Pro
InstantDoc ID #26184
Rating: (1)

Making Things Better
Some of the traps I've described are remedied only through training or Outlook updates. The people who will be reserving resources must understand direct booking's limitations (e.g., only 12 months of free/busy data) and work within those limits. Other traps, such as clients configured to publish fewer than 12 months of free/busy data and mistakenly designating a resource as an attendee, have fairly simple solutions.

To ensure that each client publishes 12 months of free/busy data, open a registry editor and navigate to the HKEY_CURRENT_USER\Software\Microsoft\Office\<version>\Outlook\Preferences\FBPublishRange registry subkey, where <version> is 10.0 for Outlook XP and 9.0 for Outlook 2000. This subkey holds a hexadecimal value, so to publish 12 months of data, set the subkey to a value of c. Table 1 shows the hex equivalents for the number of months of data you want to publish. The easiest way to ensure that all clients publish the maximum amount of free/busy data is to use a system policy or logon script to make sure this key's value is set correctly. For more information, see the Microsoft article "XCLN: How to Configure Default Free/Busy Options" (http://support.microsoft.com/default.aspx?scid=kb;en-us;q197712).

If you want to alert people that they've mistakenly designated a resource as an attendee, you can create a server-side rule that sends an email message back to the meeting organizer informing him or her of the mistake. To configure this functionality, open the resource mailbox by using the Outlook profile you used to create the initial three-step direct-booking configuration. Select the Inbox folder and select Rules Wizard from Outlook's Tools menu. Click New to create a rule. Select Check messages when they arrive and click Next to display the conditions that trigger the rule. (If you're using Outlook 2002, the default mode for a new rule is Start creating a rule from a template; you need to select the Start from a blank rule option to see the Check messages when they arrive condition.) Select Uses the form name form. In the wizard's rule description section, click form name to display the Choose Forms dialog box. Change the drop-down list from Personal Forms to Application Forms, then select the Meeting Request form from the list and click Add, as Figure 6 shows.

Click Close on the Choose Forms dialog box, then click Next in the Rules Wizard to define an action. Select the move it to the specified folder action and the have server reply using a specific message action. In the rule description section, click the underlined word specified, select the Deleted Items Folder from the folder list, and click OK. Also in the rule description section, click a specific message to display a new message composition window. Enter a subject line such as You incorrectly attempted to reserve a resource, change the message importance to High, and enter text in the message body explaining that the meeting organizer is receiving this message because he or she incorrectly specified the resource, as an attendee. Explain that the organizer doesn't have a confirmed reservation to use the resource, and outline the steps to correct the error (i.e., put the resource in the Resources field). After you compose the message, click Save, then click Close. When you return to the Rules Wizard, click the Next button twice to display the last page in the Rules Wizard. On this page, specify a name for the rule and select Turn on this rule. Click Finish. You should see a rule definition that looks like the one that Figure 7 shows. If a meeting organizer accidentally designates a resource as an attendee, he or she will receive an email message informing him or her of the error.

Do-It-Yourself Booking
Outlook direct booking might have a few limitations, but overall, the feature is easy to understand and implement. I've found that organizations are reluctant to adopt other solutions, such as those that rely on scripts or event code, because they often don't have staff with the expertise to maintain and troubleshoot these solutions. By eliminating the need for a person to approve or reject a resource, Outlook direct booking lets staff members reserve resources quickly and efficiently.

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Comments
  • lf10
    5 years ago
    May 19, 2007

    I finally did figure out how to get MS Outllok or Outlook Web Access to autoamtically accept/decline a resources reservation WITHOUT having to put it into RESOURCES.

    Just had a Delegate logged in at the time of the request. The TRICK is that any Delegate logged in CANNOT open the message, even in a multi-pane view. WIthin 3-5 minutes the system Accepts with an Email or says nothing for a Decline.

    What I've done is explain this process in an autoamtic response anytime someone requests a reservation.

    Now, most of our students reserving 30+ rooms do not put the room in RESOURCES.

    -Larry Fresinski

  • jeremy
    8 years ago
    Jun 25, 2004

    I have implemented direct booking and I selected the box under delegates that will allow certain individuals to receive a notice regarding the meeting, even if they are not a member of the meeting. For example, our receptionist is supposed to receive an email any time a meeting is set up using the main conference room as a resource. The problem is, I've checked that box "Delegate receives copies of meeting-related messages sent to me" but she is not receiving any emails. Does the conference room have to be included in the required attendee tab and the resource for this to occur?

  • Craig Behan
    8 years ago
    Jun 14, 2004

    Your Comments (required):My comment basically echos that of Patty Clements' above. The office manager here wants to be notified of any changes to our boardroom calendar. It would be great if a message was automagically sent to her whenever a change was made to this resources calendar.

  • david beaumont
    9 years ago
    Dec 03, 2003

    re larry's problem "our people ALWAYS forget to put the room in RESOURCES " if using exchange admin tool to set the resource's mailbox to NOT accept mail from anyone then they will have to put it in RESOURCES or get a bounce. Users learn better when bounced.

  • Larry Fresinski
    9 years ago
    Aug 27, 2003

    The article http://www.exchangeadmin.com/articles/index.cfm?articleid=26184 is a bit misleading.

    Unless the requestor of the room places the room in RESOURCES, as opposed to required, no automatic confirmation will be performed. Further, in the example, it suggests that anyone can request the room. That won't be true. For direct booking to happen the requestor must have Author privileges to place the room in RESOURCES. Of course, if they have Author privileges, then they could go directly to the calendar (FILE/OPEN) and create an entry directly on the calendar.

    I wish it did work as you explained as our people ALWAYS forget to put the room in RESOURCES (which also, by the way, fills out the location field for you).

    Finally, Outlook Web Access is not supported for Direct Booking although we've found a way to get it to work 50% of the time.

    Hope this helps.

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