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3.8   Setting Up Outlook

These instructions apply to Outlook 2011 versions 14.1 through 14.3, from Microsoft Office 2011. If you’re using the initial release of Office 2011, please see the Setting Up Outlook 14.0 section.

  1. Go to Outlook’s Tools menu and select Junk E-mail Protection…. Turn off Outlook’s junk filter by clicking None and then OK.

  2. Switch to SpamSieve by clicking on its icon in the Dock. Go to the SpamSieve menu and choose Preferences…. Make sure that Use Entourage/Outlook address book is checked and click the Load button, then the Outlook button.

  3. Choose Install Outlook Scripts from the SpamSieve menu. After you quit and re-launch Outlook, you should see four SpamSieve items in Outlook’s Scripts menu:

    outlook sp1 scripts menu

  4. Choose Rules… from Outlook’s Tools menu. Click on the source list item corresponding to the type of account you have (e.g. POP, IMAP, or Exchange) under “On My Computer”. If you have more than one kind of account, you will need to repeat the following steps for each account type.

    1. If you had previously used SpamSieve with Microsoft Entourage, delete any SpamSieve rules that Outlook brought over from your Entourage setup.

    2. Click the + button. Change the name of the rule to SpamSieve - Set Category.

    3. For a POP account:

      1. Under When a new message arrives it should say All Messages.

      For an IMAP or Exchange account:

      1. Under When a new message arrives it should say Folder Is INBOX (<Account Name>).
      2. When you create a new IMAP rule, the pop-up menu at the left will automatically say Folder; when you create new Exchange rule, the pop-up menu will say From and you will have to change it to Folder.
      3. Next, you need to choose the inbox from the pop-up menu at the right. You may have to choose Choose Folder… and type “in” to be able to select the inbox.
      4. Click the + button to add an additional rule condition for each IMAP/Exchange account that you have. Change the pop-up menus to say Folder Is INBOX (<Account Name>) as before.
      5. Click on If all conditions are met and change it to If any conditions are met.
    4. Under Do the following, click on the - button to the right of Change status and Not Junk E-mail to delete the Change status action.

      outlook sp1 delete action

    5. Click on the pop-up menu that says Set Category and select Run AppleScript.

      outlook sp1 set category popup

      Then click the Script… button and Select the SpamSieve - Set Category.scpt file. This file is stored in the Outlook Script Menu Items folder (which is probably inside the Microsoft User Data folder inside your Documents folder):

      outlook choose script

    6. Make sure that Do not apply other rules… is unchecked. For a POP account, the rule should now look like this:

      outlook sp1 set category pop

      For an IMAP or Exchange account, the rule should now look like this:

      outlook sp1 set category imap

    7. Click OK to close the sheet.

    8. Drag the SpamSieve - Set Category rule to the top of the list.

  5. In the Rules window, as before, repeat the following steps for each type of account that you have (e.g. POP, IMAP, or Exchange) under “On My Computer”.

    1. Click the + button. Change the name of the rule to SpamSieve - Move Messages.

    2. Under When a new message arrives, click on the pop-up menu and change it to say Category. Click on the pop-up menu for None and change it to Junk. The condition should now say Category Is Junk.

    3. Click the + button to the right of Junk to make a new condition.

      outlook sp1 new condition

      Click on From for the new condition and change it to say Category. Click on the pop-up menu for None and change it to Uncertain Junk. The condition should now say Category Is Uncertain Junk.

    4. Click on If all conditions are met and change it to If any conditions are met.

    5. Under Do the following, click on the - button to the right of Not Junk E-mail to delete the Change status action.

      outlook sp1 delete action

    6. Click on the pop-up menu that says Set Category and select Move Message.

      outlook sp1 set category popup

      Change the menu at the right from None to Junk E-mail. You may have to choose Choose Folder… and type “Junk” to be able to select the Junk E-mail folder. The rule should now look like:

      outlook sp1 move messages

    7. Click OK to close the sheet.

    8. Drag the SpamSieve - Move Messages rule so that it is just below the SpamSieve - Set Category rule(s) (and above your other rules).

  6. Now proceed to the Do an Initial Training section.

    • To train SpamSieve with spam messages, select one or more of them and then choose SpamSieve - Train as Spam from Outlook’s Scripts menu.
    • To train SpamSieve with good messages, select one or more of them and then choose SpamSieve - Train as Good from Outlook’s Scripts menu.

    The keyboard shortcuts for these commands are Command-Control-S and Command-Control-G.

SpamSieve will process new mail automatically. If you ever need to manually ask it to sift through a mix of spam and good messages, select the messages and choose SpamSieve - Set Category from Outlook’s script menu. Then choose Rules ‣ Apply All from the Message menu.

The above is all you need to know about using SpamSieve with Outlook. The Outlook Customization section explains some more advanced setup options.

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