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Getting Started with
Google Apps
Mail and
Calendar
Welcome to
Google Apps
Now that you have a new
Google Apps account, you're ready to take advantage of all the benefits
of Google Apps Mail, Calendar, and Docs. We think you'll find that these
services will make communicating and collaborating with your coworkers
easier and more efficient.As a hosted service, Google Apps is different from Microsoft Outlook and other PC based email client programs in significant ways. Although Google Apps has many of the same features as traditional PC based programs do, most of them work differently, so you'll need to spend some time getting acquainted with them. In addition, Google Apps has many helpful features that aren't available in traditional applications, and you'll want to learn how to use them as well. On the other hand, some of the features you're used to in aren't available in Google Apps; these differences will require some adjustment. Like any transition, there's a trade-off required. However we're confident that you'll quickly see the benefits far outweighing anything you leave behind.
We know that this type of change can be difficult, especially when you're busy and need to get your work done. That's why we're committed to helping you make a smooth transition to Google Apps. We're available to help if you encounter any issues with your migrated data, have difficultly with the services, or just need answers to your questions.
How to Use This Guide
To get started with your new email and calendar services, follow the instructions in this guide to complete the following tasks:Step 1: Access your new email and calendar services.After you finish the setup tasks, browse the rest of this guide to learn more about using your new email and calendar services.
Step 2: Set up your email (including personal contacts).
Step 3: Set up your calendar.
How to Get Help
If
you have a question about Google Apps or your account that you can't
find in this guide, or you encounter an issue, please contact us.
Power and Convenience
A full 25 GB of storage for your email, which is considerably larger storage than you would have had in your PC based email program. Now, you no longer need to store messages in offline (PST) files on your computer. Innovative features to help you work more efficiently, including email labels, email conversations, and Google-powered search.Log in from any computer, anywhere to get email, check your calendar, or collaborate on a document. If you're remote or on your home computer, you can still access Google Apps in your web browser.
Never lose data, even if your computer crashes or is lost or damaged. All your work is hosted and safely backed up on Google’s secure servers instead of on your computer.
Coordinate meetings and company events by sharing calendars that anyone (or just a select few) can view alongside their own agenda.
Share documents, spreadsheets, and presentations that multiple team members can view and edit all at the same time.
Send and receive instant chat messages right in your Mail window.
Build team web sites to quickly publish all sorts of shared information, such as documents, spreadsheets, presentations, files, videos, and gadgets
Share videos with your team or throughout the company to get your message across in style (Google Apps Business and Education editions only)
All of the
email in your Inbox (including subfolders) and Sent
Items
All of your calendar events
All of your personal contacts
All of your calendar events
All of your personal contacts
You
can set up or restore the following data in Google Apps.
| Data | Able to restore in Google Apps? |
| Calender events | Yes.
You can send out
new invitations for events you host, and request invitations
from
events you are attending. |
| Your personal contacts | Yes. You can use a Google
tool to migrate your contacts. |
| Rules you set up for email | Yes. You can use email filters. |
| Your
email signature |
Yes.
However, note that: Your signature can be plain text only. Or... You can format your signature using the Rich Text Signatures feature in Google Mail Labs. You can set up only one signature. |
| Your PST files on your desktop (email stored under Personal Folders) | Yes.
You can use a
Google tool to upload PST files and store them in your
online email
archive. |
| Messages in your Drafts and Outbox folders | Google Mail includes a Drafts folder, but not an Outbox. You can copy and paste the text of your messages in your Draft and Outbox folders to new messages in Google Mail. |
| Outbox
Tasks |
Yes,
your Mail and Calendar windows have a
Task gadget that lets you create "to do" lists. You can also
drag email
messages to the list for follow-up. |
| Message flags (such as Important and Follow-up) | Yes,
for messages in your Inbox, you can
use email labels and "stars." However, you can't send a flag
with a
message so that recipients see it. |
| Public (shared) folders | No. |
| Shared mailboxes | Yes, we can set up an account that can be shared. You can also share your mailbox with others using the Grant access option in your Mail settings. |
| Attachments in calendar events | Yes. You can add links to documents on the intranet or to any of your Google documents. Alternatively, you can send attachments in a separate email message to invitees. |
The Google Apps account setup page appears.
Type the characters that appear on the page.
Click Create my account.
In your list of services, select Email.
You can import your email
messages from Microsoft Outlook
to Google Apps Mail, using Google
Apps Sync
for Microsoft Outlook, a plug-in for Outlook.
With Google Apps Sync, you can import your messages directly from our
mail server or from PST files that you saved. You can also import all of
your Outlook Calendar events and personal contacts in Outlook, using
the same plug-in.
The
Google Apps Sync gives you the option of converting folders in Outlook
or PST files to labels. Labels provide the same function as
folders but with more flexibility. Each
of your
original folder names becomes a label, with the next level folder
separated by a slash, as in “Projects/Resin 5XB.” For example:
Important:
- Importing your email messages can take significant time. However, the import process runs in the background, so you can continue to work on your computer, and even use your Google Apps Mail account, while Google Apps Sync is uploading messages.
- For migrated messages that were in subfolders, we recommend that you rename their labels with the name of the original top-level folder or one subfolder. Usually, one label is enough to effectively categorize your messages.
- You can easily rename, remove, or add labels on your migrated messages. Learn more about using labels
To install the Google Apps Sync for
Microsoft
Outlook and import your Outlook data:
Go to the following URL and and follow the instructions under
http://mail.google.com/support/bin/answer.py?hl=en&answer=153871
When prompted to sign in, use your new Google Apps user name and password.
Important: After you've verified that your Outlook data was imported to Google Apps, remove the Google Apps Sync plug-in from your computer, using Windows Add/Remove Programs.
Go to the following URL and and follow the instructions under
http://mail.google.com/support/bin/answer.py?hl=en&answer=153871
When prompted to sign in, use your new Google Apps user name and password.
Important: After you've verified that your Outlook data was imported to Google Apps, remove the Google Apps Sync plug-in from your computer, using Windows Add/Remove Programs.
Recreate Your Calendar Events
(Applies
only if not using Google Apps Sync for Microsoft Outlook)-
The first time you access
your Google Apps account, your calendar will likely be empty or show
only a few new event invitations. You can recreate your calendar manually,
by:
- Sending new invitations for events you previously scheduled in Outlook
- Requesting others to send you new invitations to events to which you were previously invited
To recreate your
calendar events manually:
- Open your Outlook Calendar and display the Week or Month view.
(You can still view your Outlook Calendar, but
it's in offline mode only and no longer "active.")
- Open your Google
calendar, so you have both calendars open
side-by-side. Display the Weekly or Monthly view.
- Open one event at a time
in Outlook and do the following:
- If you originally
scheduled the event, add a new event for it
on your Google calendar. Make sure you add all the event
details that
were in the Outlook invitation, including recurrence, reminders, agenda,
attendees and so on.
- In your invitation to
attendees, you might want to indicate why
you're sending a new invitation and tell them to delete
the original
event from their calendars (to avoid having duplicate
events). Here's an
example:
"I'm sending you a new invitation to this meeting because I've just moved over to Google Calendar and need to recreate my scheduled events. Please accept this new invitation for [name of event]. If you already have this meeting on your calendar, delete that old entry for it on your calendar."
- If you were invited
to the event, send an email message to the
event organizer, requesting a new invitation. Your
message might
include a note about why you need to a new invitation.
Here's an
example:
"I've just moved over to Google Calendar, and I need to recreate my calendar. Please send me a new invitation to [name of event] so it will appear on my new calendar."
Note:
- Google Calendar doesn't support file attachments, so if the event has an attachment, send it in a separate email message after your send your new invitation.
- If you copy a list of attendees from Outlook, ensure you change the semicolons that separate the addresses to commas.
Step 3: Set Up Your Email
To complete the switch
from Outlook Mail to Google Mail, you might need to:
Set up email
filters
Ceate an email signature
Create personal email (mailing lists)
Ceate an email signature
Create personal email (mailing lists)
Set Up Email
Filters
Email Rules from Outlook
are not migrated to Google Apps. However,
in Google Apps, you can set up "filters" instead, which provide
similar
functionality.
Click Create a
filter at the top of your Mail window:
Enter your filter criteria
in the fields:
Optionally, click Test Search to see which messages currently in Google Mail match your filter terms. You can update your criteria and run another test search.
Click Next Step.
Select one or more actions to apply to messages that match this filter's criteria:
Note: These actions are applied in the order in which the actions are listed. For example, you could choose to Forward matching messages to a specific email address, then Delete the messages.
Click Create Filter.
For
more information about email filters, see the Google
Apps Help Center.
Note:
You'll need to create a
new email signature in Google
Apps.
- Access Google Mail.
- In the upper-right corner of the Mail window, click Settings.
- On the General page, in the Signature section, create your signature.
- Click Save at the bottom of the page.
- Your signature is plain text by default. You can format your signature using the Rich Text Signatures feature in Google Mail Labs: (In the upper right of your Mail window, click Settings > Labs.)
- You can set up only one signature.
Create Personal Mailing Lists
If you used personal mailing (distribution) lists in Outlook,
you can
recreate them in Google Apps, using your contacts manager. For
details,
see Add
a Contact or Group.
To complete the switch
from Outlook Calendar to
Google Calendar, you might
need to set a different default reminder time for events, and
turn on
invitation replies (notifications you receive when attendees
accept or
decline your invitations).
By
default, the event reminder is turned off for Google Calendar.
You can
turn reminders on, and choose whether to receive a pop-up
notification
or an email notification:
- Access Google Calendar.
- In the upper-right corner of the page, click Settings.
- Click the Calendars tab.
- Under My Calendars, click the Notifications link
for your calendar. For example:
- In the Event reminders section,
click Add a Reminder:
- Set reminder options.
- In the Choose how you
would like to be notified section, select the email
check box for
Invitation replies.
- Click Save at the bottom of the page.
The following are some
key features
that make Google Mail different from Outlook..
Rather than listing each
message reply as a new message in
your Inbox, Google Mail groups a message and
its replies in a conversation,
which is listed only once. Opening a conversation shows all its
messages in a neat stack, which you can easily collapse or
expand. When a
new reply arrives, the stack grows and the conversation is
marked as
unread, indicating there’s something new to look at. Grouping
messages
this way allows you to quickly retrieve all messages within a
thread and
reduces inbox clutter.
Here's how a conversation
appears in your Inbox:
Here's what an opened
conversation looks like:
Instead of organizing
messages in folders, you can
organize your Gmail conversations by applying labels. The
conversation
remains in your Inbox with the label clearly
shown. You can list
all conversations associated with a label, similar to opening a
folder
of messages. But unlike with folders, you can view all
conversations in
your Inbox at once, regardless of label. And if
a conversation
applies to more than one topic, you can give it multiple labels,
retrieving it with any label. Learn
more about using labels
The "stars" feature
provides
another way to categorize and access messages. Simply click the
star
icon to the left of any message to highlight it. You can then
display
any starred messages by clicking Starred in the left pane.
Archiving Online Instead of Saving to Your Desktop
With Google Apps Mail, you no longer risk running out of space for storing email. Instead, you get 25 GB of online storage space for just your own email and attachments, all hosted on Google’s secure servers. With that much space, you no longer need to save messages on your desktop in personal PST files to free up disk space, but can archive messages online instead. An archived message is removed from your Inbox but you can still find it later by viewing All Mail or using search. Or, add labels to messages before you archive them for even easier retrieval. Learn more about archiving emailGoogle-Powered Search
Google Mail features
the same powerful search
technology used on the Web to perform accurate keyword searches
of all
of your email and attachments. Search by keyword, label, date
range, or a
host of other options. By also archiving messages, you can
instantly
find any message you've ever sent or received, without having to
create
elaborate folder structures or keep unwanted correspondence in
your Inbox. Learn
more about searching for email
- Access Google Mail.
- In the pane on the left,
click Compose Mail.
- In the To field,
enter the first few letters of an recipient's full name to
look up the
address in your corporate directory.
- Enter a subject and the message.
- To add a file attachment, click Attach a file,
and then browse to the file on your computer.
- Click Send.
A message appears at the top of the Mail window, confirming that your message was sent.
You can reply to just
the sender or to all recipients of a
message.
- Open the message or conversation. If the message is part of a conversation, open the conversation and select the message to reply to.
- At the
bottom of the message card, click Reply or Reply
to all.
- Optionally, add other email addresses to which to send the reply.
- Enter your reply in the message field.
- At the bottom of the message card, click Send.
You
can forward a single message in a conversation or an entire
conversation.
- Open the message. If the message is part of a conversation, open the conversation and select the message to forward.
-
At the bottom of the message card, click Forward.
- Enter the email addresses to which to forward the message, and add any notes in the message field.
- If the message has attachments, you can choose not to forward them by clearing the check box next to the file name, below the Subject field.
- At the bottom of the message card, click Send.
To forward an entire conversation:
- Open the conversation.
- At the right of the
conversation view, click Forward all.
- At the bottom of
the message card, click Send.
Note: All messages in the conversation appear in a single message card to the recipient. Each message is clearly marked, and messages are listed in order from oldest to most recent.
You can print a
single message in a conversation or an
entire conversation.
To print a
single message:
- Open the message. If the message is part of a conversation, open the conversation and select the message to print.
-
Click the down arrow to the right of Reply,
and then
click Print.
A printer-friendly version of the message appears. - Use your web browser's Print options to print the message.
To print an entire conversation:
- Open the conversation.
- At the right of the
conversation view, click Print all.
A printer-friendly version of the conversation appears. - Use
your web browser's Print options to print the message.
Note: Each message in the conversation prints on a separate page.
You'll find that
Google Mail provides robust,
business-class features, many of which are not available in
Outlook. However, some of
the features and capabilities you might be used to in
Outlook are not available
in Google Apps or were not included in our implementation,
including:
- Offline access -- Your computer must be connected to the Internet to use Google Mail. (Unless you activate the Offline function in settings)
- Message alerts -- You'll no longer see a message "snippet" in the lower-right corner of your desktop when a new message arrives. (Unless you have Google Talk running).
- Message
flags (such as
Important and Follow-up) -- However,
you can use stars and labels to highlight messages in
your inbox.
- Message sorting -- You can't click the column headings in your Inbox to sort messages.
- Drag-and-drop for attachments -- To attach a file to an email message, you must use a dialog box to choose it from your desktop.
- Message recall -- If you send a message that you wish you hadn't, you can't recall it to prevent recipients from opening it. (Unless you enable the 'Undo Send' function in Google Labs).
- Read/Return receipts -- There's no option to get a notification when a recipient opens your message.
- View options -- You can't change the placement of the reading/preview pane or move any components in the Mail window.
- Multiple email signatures -- You can't set up multiple signatures for email.
With Google Calendar,
you can create a calendar event in
multiple ways: using the Create Event link,
clicking on the
calendar, or using the Quick Add feature.
- Log in to your Google Calendar.
- In the
upper-left of your calendar, click Create Event to
open the event
details page.
- Enter details, such as recurrence, attendees, an agenda, and a reminder.
- Click Save.
Or, click on the calendar:
- Click a spot on your calendar to create a 1-hour
event, or click and drag to create an event of more than
1 hour. Then
type the event title in the box. For example:
- Click Create Event to publish the event, or click edit event details to invite attendees, add an agenda, and so on.
With
Quick Add, you can type text such as "Meeting with Jane at
2pm next
Wednesday," and Quick Add enters a new event on your
calendar. If you
type the full email address of an attendee, such as
"joe.richards@soloarmora.com," Quick Add adds the attendee to the guest list and asks
you if you want to
send an invitation to the attendee.
- In the upper-left corner of your calendar, click Create
Event to open the event details page.
- Type a description of
your event. For example:
- Click the plus
sign.
Note: Once you've
finished
entering event details, click Save at the
bottom of the event
details page.
To invite attendees:
- Open your event.
- Click Check guest and resource availability.
- In the Find a
Time window, in the Attendees field,
enter the first few
letters of an attendee's full name to look up the
address in your
corporate directory.
Important: You can add a group (mailing list) address to the attendees list, if your administrator set up groups for your domain. Or, you can create your own contact group, using the contacts picker, which allows you to choose contacts from your corporate directory. You can then add that group to the attendees list. For details about creating contact groups using the contacts picker, see Add a Contact or Group. - In the Find a Time window, check availability of attendees. This window shows the free/busy information for any employee, even those still using Outlook. If necessary, use the options in the window to change the time for your event.
- Click OK.
- Alternatively, you can invite attendees as
follows: In the Guests box on the right,
enter the email addresses of the people you're inviting,
or click the Choose
from contacts link to
open the Contacts Picker, with which you can find
addresses of others in your organization, or add a
contact group that you already created. (For details,
see Add
a Contact or Group.)
Important: If you copy and paste an attendee list from Outlook Calendar to Google Calendar, you must change the semicolons that separate the addresses to commas.
- Optionally, in the Guests box on the right, let attendees invite more people to your event or view who else was invited.
- Click Save.
Google Calendar asks you whether you want to send invitations to the attendees.
Your attendees can respond to the event and leave comments in the event details.
To book a
room or other resource for your event:
- Open your event.
- Click Check guest and resource
availability.
- In the Find a Time
window, under Where, do either of the
following:
-
Start typing any part of the room or other
resource's name in the
"filter room" box. A list of matching resources
appears in the list. For
example:
- Browse the list to find
the room or other resource you want to book. For
example:
-
Start typing any part of the room or other
resource's name in the
"filter room" box. A list of matching resources
appears in the list. For
example:
- Check the icon to
the left of the resource name to see if it's available
during the time
of your event:
- Resource available
- Resource not available
- To see all the free/busy times for a resource, select the resource in the list and then click Add. The resource appears in the attendees list. If necessary, use the options in the window to change the time for your event.
- To book the resource, make sure it's in the attendees list, and then click OK.
To set a reminder for your event:
- Open your event.
- In the Options box on the
right, choose the type of reminder you want (pop-up or
email message)
and when you want to receive it:
- To add more reminders, click Add a reminder.
To set up a
recurring event:
- Open your event.
- Select an option in the Repeats
drop-down list:
By default Google Calendar doesn't let you add a
file attachment directly to a
meeting invitation. However, you can add a link to a
document on your
intranet or to a document you created in Google Docs.
To
attach a Microsoft Office document, you can upload it
first to Google
Docs (which converts it to the Google Docs format), and
then add the URL
to the Google Document to your event. Alternatively,
send the
attachment in a separate email message.
- Open your event. Then copy
and paste the URL to the document in the Description field:
-
Attach Doc - Labs
Function
- Make sure the Attach Google Docs Calendar Lab is enabled in your Labs settings: Click Settings > Labs.
- Open your event. In the event details, click Attach a Google Document.
Note:
Alternatively, you can do either of the following:
- Send the attachment in a separate email message to attendees.
- Schedule the event through Google Mail: Compose a new message and attach the file. Then click Add event invitation and enter information about the event.
By default,
your "free/busy" calendar information is
shared with everyone in the your domain. You
can share additional information with everyone or
just specific
employees, or stop sharing all calendar information.
- Access your Google Calendar.
- In the My
calendars list on the left, click the down-arrow next
to the
appropriate calendar, and then select Share
this calendar.
- Select the sharing options you want to use for your calendar.
If
other users have shared their calendars with you,
you can add them to
your list of shared calendars. If a user hasn't yet
shared his or her
calendar with you, can send a request to that
person.
- Access your Google Calendar.
- In the Other
calendars box on the left, click the Add down-arrow,
and
then select Add a friend's calendar.
- Enter the appropriate
email address, and then click Add.
If the user has shared his or her calendar, it appears in your list under Other calendars, and the user's events appear on your calender.
Note: To hide or show the user's events on your calendar, simply click the calender in your list. - If the user has not shared his or her calendar, a page appears, on which you can send a request to the user. Edit the default message if you like, and then click Send Request.
- Make sure the calendars you want to print are selected in your list under My Calendars. If not, simply select the calendars to highlight them.
- At the top of the calendar
view, select the view you want to print; for
example, Day or Week:
- At the top
of the calendar view, click Print.
The Calendar Print Preview window appears, on which you can select a font size, page orientation, and other options. - Select the options you want, and then click Print.
In addition
to your account's primary calendar, you can
create any number of secondary calendars. Each
calendar you create
appears in your list under My Calendars.
- Access your Google Calendar.
- In the My
calendars box on the left,
click Create.
The Create New Calendar window appears.
- Enter a name for the calendar. You can also select a time zone and sharing options for the calendar.
- When you're finished setting up the calendar, click Create Calendar.
Note: The number of calendars you can create at one time is limited. If an error message appears after you create several calendars, wait 24 hours, and then try again.
Google
Calendar provides most of the features you're used
to in Outlook.
However, some features aren't yet available in
Google Calendar:
- Offline access -- Your computer must be connected to the Internet to use Google Calendar.
- Invitation alerts -- You'll no longer see a message "snippet" in the lower-right corner of your desktop when a new invitation arrives. (applies only if not enabling Google Talk Labs Edition)
- Drag and drop for attachments -- To add an attachment to an event, you must provide a link to it on the intranet or in Google Docs.
- Custom view options -- There's no separate reading pane or custom views, and you can't move any components in the Google Calendar window.
Your contacts
in Google Apps fall under one of the
following two categories:
- Personal contacts: If you
imported your personal
contacts from Outlook to
Google Apps (using the instructions in this guide), you can use the
Google Apps contacts manager to access all of
these contacts and add new
contacts and contact groups. You can look up a
contact to find email
addresses and personal profile information, as
well as quickly list all
of the email conversations you've had with the
contact.
- Corporate contacts: The email addresses of all people in your organization and outside contacts (such as vendors and suppliers) that were added to Google Apps. You can access these addresses when you compose and email message or schedule an event, using either auto-complete address entry or the contacts picker.
Google
Apps contacts manager knows the addresses of all
your personal contacts
and all people
in your organization,
mailing lists, vendors, suppliers, and so on. In
addition, it
automatically remembers email addresses of other
people outside of your
organization with whom you've
corresponded. Therefore, when you start typing an
address in an email
message or event invitation, the addresses of
personal contacts,
employees, and anyone with whom you've corresponded
automatically
appear. For example:
Use the Contacts Picker
The contacts picker lets you select any of your
personal or corporate
contacts when composing and email messages or
scheduling an event. With
the contacts picker, you can search for contacts
using auto-complete
address entry, or browse the list:
To
access the contacts picker when composing
and email message:
Click the To:
link:
To
access the contacts picker
when scheduling an event:
In
the event details window, click Choose from
contacts under Add Guests:
- Log in to Google Apps.
- On the left, click Contacts.
Your contacts list appears. For example:
- To view a contact's information, select its check box.
Note: Each time you reply or forward an email message, or move a message from the Spam folder to your Inbox, contacts manager adds the email addresses to the Suggested Contacts area of your Contacts list.
To add a
contact group using personal contacts:
- View your Contacts list.
- Click the New Group button in the upper-left corner of the contacts manager.
- Enter the name of the group.
- Click OK.
- In the Contacts list, select the contacts you want to add to the group.
- Open the Groups drop-down list at the top of the pane on the right.
- Select the
group to which you want to add the contacts.
Note: When sending email messages or inviting attendees to an event, you can enter the name of the group in the To field, instead of entering each contact individually.
To add a contact group using the
contacts picker for corporate contacts:
-
Open the contacts picker by doing one of the
following:
- If you are composing an email message, click the To: link.
- If you are creating an event invitation, under Add Guests, click Choose from contacts.
- In the Search
contacts box, start typing the name of a
contact you want to add to
the group. Then click the name to add it to the
list below:
- Continue adding contacts to the group.
- When you are finished, click Save as Group.
- Enter the name of the group, and click OK.
For
example:
- To add the group to your email message or event invitation, click Done.
Note:
You
can quickly
invite the same group to any future events you
schedule in the future:
- In your invitation, click Choose from contacts.
- Selecting the group in the drop-down list in the contacts
picker:
- Click Select all:









