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Scheduling Resources

Exchange makes it easy to schedule resources such as conference rooms.

As always seems to be the case, there are several different ways to accomplish the same thing. This page will provide instructions for each of the two primary alternatives and briefly discuss the pros and cons of each. 

Mailbox Method - The Best Way

The best way to keep track of your resource is to let us set it up with its own mailbox, just like a regular user. When creating a meeting, you can see the conference room's availability along with everyone else's in the meeting planner. You invite the conference room to the meeting, it automatically accepts, and the time is booked in its calendar. 

Despite what you may have read elsewhere, third-party scripts, costly utilities, programming, and special configurations are not required. Exchange 2000 used with Outlook XP does this out-of-the-box. It's part of the basic functionality built-in by Microsoft. Here's all you need to do. 

  1. Configure the resource to automatically accept meeting invitations. 
  2. Invite the resource 'as a resource' when you create the meeting invitation. 

The following steps and screen shots demonstrate. 

Using Outlook XP, log on to the conference room's mailbox, as if you were the conference room. You may want to create a separate Outlook profile for the conference room mailbox. See Outlook Profiles XP if you need help creating a new profile. 

  1. From the Tools menu choose Options. 
  2. From the Preferences tab page in the Options dialog, click the Calendar Options button. 
  3. From the Calendar Options dialog, click the Resource Scheduling button. 
  4. The following dialog will appear. Click to select the appropriate options, to let this mailbox automatically accept and decline meeting invitations.

  5. When you invite the resource to the meeting, invite it as a resource, not as a required or optional attendee. See the following screen shot. This dialog is accessed by clicking the To: button in a meeting request. 

  6. The meeting planner will show the availability of the resource as well as the required and optional attendees. Click to enlarge the following screen shot. 

resources03.JPG (65114 bytes)

 

Public Folder Method - The Cheapest Way

The only problem with the Mailbox Method explained above is it requires the resource to have a user account / mailbox, just like a person, and that costs money. Microsoft charges us license fees based on the number of user accounts / mailboxes, and we charge clients the same way. Using a calendar-type public folder to represent the resource does not require an additional user account. 

When you create the public folder, specify that it will contain appointment items. 

At this point you can book the room directly, by making entries in the public folder. You can manipulate the permissions on the public folder to control who in your workgroup has read / write access. This alone is light-years ahead of having no system at all, but there are drawbacks. At this stage the folder does not appear in the global address list, you can't invite the room to a meeting in the meeting planner to automatically book it, and you can't see its availability in the meeting planner. 

Optionally, the next step could be to email Exchange Hosting Service tech support and ask us to "mail-enable" this public folder (give us the exact name and location). 

If the public folder is mail-enabled, you can see it listed in your global address list, and you can invite it to a meeting in the meeting planner, as a resource. It will not accept or decline the invitation, but it will put the meeting in the calendar. This means you're able to automatically book the room by inviting it to a meeting.

The remaining drawback is you still can not see the room's availability in the meeting planner. It will show up as "no information available" in the planner. You need to manually inspect the folder to determine if the room is available. So mail-enabling the folder is of limited use. Since you have to check availability manually, some people say you might as well forget about mail-enabling the folder and book the room directly, or bite the bullet, get a user account / mailbox for the conference room and take full advantage of all that Exchange has to offer. 

 

 


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Comments: Webmaster@junctionbox.net     Last updated 05/3/04, 4:30 P.M., EST