How to transfer/import client's Outlook *.pst file to SBS 2000 Exchange.....

Hello all,

My client is currently running Windows 2000 Professional workstations
with Office 2000 Professional on a Windows NT 4.0 server. They each (6 in
all) have a great deal of information in their Outlook folders as well as
rules.
Here's my question; is there an easy way to transfer each of their
Outlook *.pst folders (including their rules) to the SBS 2000 server's
Exchange? Can anyone provide me with some links that have worked for them?
TIA
John Vighetto

Dave
Sat Jul 10 14:59:48 CDT 2004

There are a variety of ways to do this but I'll give you the one I like
best, especially in a situation with only six users. I'm guessing these are
all standalone Outlook instances with no previous Exchange Server, so the
users probably have all their data in PST files and their server mailboxes
are empty. Also that each Outlook profile handles its own mail directly
with the ISP. If any of that is wrong, please adjust accordingly or post
back.

Before you do this, you'll want to configure Exchange to handle incoming and
outgoing e-mail, and disable whatever method their Outlook installs are
using to get the mail directly from the ISP. (You can disable Outlook's old
mail collection methods one at a time as you convert each user).

Then, go into each user's mail profile and add the Exchange Server service.
Set the default mail delivery location to be the server mailbox (it'll be in
the format [Mailbox - Username]. At this point, new messages are being sent
and received through Exchange, and ending up in the appropriate folders of
the user's Exchange mailbox.

Now, you have the option of using the Outlook Folder List to move messages
into server mailbox folders using drag-and-drop. I point that out in case
there's a reason for doing it that way, but I don't recommend it. What I
would do instead is to use import/export from the Outlook File Menu to copy
the files from the PSTs to the same folders in the server mailboxes. This
only takes a few minutes and it's basically self-explanatory. Also, there's
little risk of problem since it doesn't remove any data from the PST, it
just copies it.

Once you're convinced that all the data has been migrated successfully (you
should be able to see this using the Folder List), you should close the PST
in Outlook and RENAME it. That will prevent accidental use of the PST,
while maintaining it as a backup until you're comfortable your new setup is
working as planned. Eventually, you should get rid of the PSTs and remove
the Personal Folders service from the Outlook profiles. Since both the PST
and the server mailbox will have an identically-named set of default
folders, using both can be confusing, and can result in items being saved to
the wrong folder by mistake (in other words, a calendar entry could be made
to the PST calendar rather than the server mailbox calendar). Also, the
"Move to folder" commands' MRU lists will all point to the PST, facilitating
accidental moving of items to the PST folders rather than the mailbox
folders. Make sure you close the PST in Outlook before renaming it, or
Outlook will look for it ever time you start the program, generating
annoying errors that can only be fixed by putting the PST back, then closing
it.

You can change over the users one at a time, and everything should work
normally for each user both before and after you change him/her over to the
server mailbox.


"John Vighetto" <jvigheto@nospam.bellsouth.net> wrote in message
news:u2ZkMYrZEHA.1980@TK2MSFTNGP09.phx.gbl...
> Hello all,
>
> My client is currently running Windows 2000 Professional workstations
> with Office 2000 Professional on a Windows NT 4.0 server. They each (6 in
> all) have a great deal of information in their Outlook folders as well as
> rules.
> Here's my question; is there an easy way to transfer each of their
> Outlook *.pst folders (including their rules) to the SBS 2000 server's
> Exchange? Can anyone provide me with some links that have worked for them?
> TIA
> John Vighetto
>
>

John
Sat Jul 10 15:24:08 CDT 2004

Hi Dave,

Thanks for the detailed info! I'm getting ready to do this within the
hour. One more question; right now the clients are logging into one domain
(NT 4), and when I get done, they will be logging into another domain
(SBS2000 Premium). I almost forgot to explain something....I'm using two
different hard drives at this point in time, one is the current NT 4 Server
drive and the other is the SBS2000 drive. What I'm currently doing to make
sure that I don't lose anything is to shut down the server and disconnect
the one drive before connecting the other drive to log back in. I know that
this is one, very tedious way of doing it, but right now I'd rather be safe
then sorry.
However, when logging the client workstation onto the SBS2000 server's
domain, it creates a new user setting under C:\Documents and
Settings\nameofuser.localdomain. Can I still use your instructions with this
happening?
TIA!
JV

"Dave Nickason [SBS MVP]" <gwdibble@NOSPAM.frontiernet.net> wrote in message
news:O3WW1hrZEHA.3716@TK2MSFTNGP11.phx.gbl...
> There are a variety of ways to do this but I'll give you the one I like
> best, especially in a situation with only six users. I'm guessing these
are
> all standalone Outlook instances with no previous Exchange Server, so the
> users probably have all their data in PST files and their server mailboxes
> are empty. Also that each Outlook profile handles its own mail directly
> with the ISP. If any of that is wrong, please adjust accordingly or post
> back.
>
> Before you do this, you'll want to configure Exchange to handle incoming
and
> outgoing e-mail, and disable whatever method their Outlook installs are
> using to get the mail directly from the ISP. (You can disable Outlook's
old
> mail collection methods one at a time as you convert each user).
>
> Then, go into each user's mail profile and add the Exchange Server
service.
> Set the default mail delivery location to be the server mailbox (it'll be
in
> the format [Mailbox - Username]. At this point, new messages are being
sent
> and received through Exchange, and ending up in the appropriate folders of
> the user's Exchange mailbox.
>
> Now, you have the option of using the Outlook Folder List to move messages
> into server mailbox folders using drag-and-drop. I point that out in case
> there's a reason for doing it that way, but I don't recommend it. What I
> would do instead is to use import/export from the Outlook File Menu to
copy
> the files from the PSTs to the same folders in the server mailboxes. This
> only takes a few minutes and it's basically self-explanatory. Also,
there's
> little risk of problem since it doesn't remove any data from the PST, it
> just copies it.
>
> Once you're convinced that all the data has been migrated successfully
(you
> should be able to see this using the Folder List), you should close the
PST
> in Outlook and RENAME it. That will prevent accidental use of the PST,
> while maintaining it as a backup until you're comfortable your new setup
is
> working as planned. Eventually, you should get rid of the PSTs and remove
> the Personal Folders service from the Outlook profiles. Since both the
PST
> and the server mailbox will have an identically-named set of default
> folders, using both can be confusing, and can result in items being saved
to
> the wrong folder by mistake (in other words, a calendar entry could be
made
> to the PST calendar rather than the server mailbox calendar). Also, the
> "Move to folder" commands' MRU lists will all point to the PST,
facilitating
> accidental moving of items to the PST folders rather than the mailbox
> folders. Make sure you close the PST in Outlook before renaming it, or
> Outlook will look for it ever time you start the program, generating
> annoying errors that can only be fixed by putting the PST back, then
closing
> it.
>
> You can change over the users one at a time, and everything should work
> normally for each user both before and after you change him/her over to
the
> server mailbox.
>
>
> "John Vighetto" <jvigheto@nospam.bellsouth.net> wrote in message
> news:u2ZkMYrZEHA.1980@TK2MSFTNGP09.phx.gbl...
> > Hello all,
> >
> > My client is currently running Windows 2000 Professional workstations
> > with Office 2000 Professional on a Windows NT 4.0 server. They each (6
in
> > all) have a great deal of information in their Outlook folders as well
as
> > rules.
> > Here's my question; is there an easy way to transfer each of their
> > Outlook *.pst folders (including their rules) to the SBS 2000 server's
> > Exchange? Can anyone provide me with some links that have worked for
them?
> > TIA
> > John Vighetto
> >
> >
>
>

Merv
Sat Jul 10 18:11:51 CDT 2004

I *think* your Outlook rules may need to be migrated separately for OL2000
if you were set up in OL with IMO (Internet Mode Only):

http://groups.google.com/groups?hl=en&lr=&ie=UTF-8&threadm=eTJSN%2471DHA.314
0%40tk2msftngp13.phx.gbl&rnum=5&prev=/groups%3Fhl%3Den%26lr%3D%26ie%3DUTF-8%
26q%3D.pst%2Bmigrate%2Brules

http://groups.google.com/groups?hl=en&lr=&ie=UTF-8&threadm=eAOV7KyICHA.2488%
40tkmsftngp09&rnum=3&prev=/groups%3Fhl%3Den%26lr%3D%26ie%3DUTF-8%26q%3D.pst%
2Bmigrate%2Brules

OL2000: (IMO) How to Back Up, Restore, or Move Outlook Data
http://support.microsoft.com/default.aspx?scid=kb;en-us;196492

OL2000: What Setup Option Should I Choose When I Install Outlook
http://support.microsoft.com/?kbid=195479

OL2000: How to Tell What Type of Outlook Setup You Have
http://support.microsoft.com/?kbid=196041

--
Merv Porter [SBS MVP]
===================================
"John Vighetto" <jvigheto@nospam.bellsouth.net> wrote in message
news:OuxRavrZEHA.2908@TK2MSFTNGP10.phx.gbl...
> Hi Dave,
>
> Thanks for the detailed info! I'm getting ready to do this within the
> hour. One more question; right now the clients are logging into one domain
> (NT 4), and when I get done, they will be logging into another domain
> (SBS2000 Premium). I almost forgot to explain something....I'm using two
> different hard drives at this point in time, one is the current NT 4
Server
> drive and the other is the SBS2000 drive. What I'm currently doing to make
> sure that I don't lose anything is to shut down the server and disconnect
> the one drive before connecting the other drive to log back in. I know
that
> this is one, very tedious way of doing it, but right now I'd rather be
safe
> then sorry.
> However, when logging the client workstation onto the SBS2000 server's
> domain, it creates a new user setting under C:\Documents and
> Settings\nameofuser.localdomain. Can I still use your instructions with
this
> happening?
> TIA!
> JV
>
> "Dave Nickason [SBS MVP]" <gwdibble@NOSPAM.frontiernet.net> wrote in
message
> news:O3WW1hrZEHA.3716@TK2MSFTNGP11.phx.gbl...
> > There are a variety of ways to do this but I'll give you the one I like
> > best, especially in a situation with only six users. I'm guessing these
> are
> > all standalone Outlook instances with no previous Exchange Server, so
the
> > users probably have all their data in PST files and their server
mailboxes
> > are empty. Also that each Outlook profile handles its own mail directly
> > with the ISP. If any of that is wrong, please adjust accordingly or
post
> > back.
> >
> > Before you do this, you'll want to configure Exchange to handle incoming
> and
> > outgoing e-mail, and disable whatever method their Outlook installs are
> > using to get the mail directly from the ISP. (You can disable Outlook's
> old
> > mail collection methods one at a time as you convert each user).
> >
> > Then, go into each user's mail profile and add the Exchange Server
> service.
> > Set the default mail delivery location to be the server mailbox (it'll
be
> in
> > the format [Mailbox - Username]. At this point, new messages are being
> sent
> > and received through Exchange, and ending up in the appropriate folders
of
> > the user's Exchange mailbox.
> >
> > Now, you have the option of using the Outlook Folder List to move
messages
> > into server mailbox folders using drag-and-drop. I point that out in
case
> > there's a reason for doing it that way, but I don't recommend it. What
I
> > would do instead is to use import/export from the Outlook File Menu to
> copy
> > the files from the PSTs to the same folders in the server mailboxes.
This
> > only takes a few minutes and it's basically self-explanatory. Also,
> there's
> > little risk of problem since it doesn't remove any data from the PST, it
> > just copies it.
> >
> > Once you're convinced that all the data has been migrated successfully
> (you
> > should be able to see this using the Folder List), you should close the
> PST
> > in Outlook and RENAME it. That will prevent accidental use of the PST,
> > while maintaining it as a backup until you're comfortable your new setup
> is
> > working as planned. Eventually, you should get rid of the PSTs and
remove
> > the Personal Folders service from the Outlook profiles. Since both the
> PST
> > and the server mailbox will have an identically-named set of default
> > folders, using both can be confusing, and can result in items being
saved
> to
> > the wrong folder by mistake (in other words, a calendar entry could be
> made
> > to the PST calendar rather than the server mailbox calendar). Also, the
> > "Move to folder" commands' MRU lists will all point to the PST,
> facilitating
> > accidental moving of items to the PST folders rather than the mailbox
> > folders. Make sure you close the PST in Outlook before renaming it, or
> > Outlook will look for it ever time you start the program, generating
> > annoying errors that can only be fixed by putting the PST back, then
> closing
> > it.
> >
> > You can change over the users one at a time, and everything should work
> > normally for each user both before and after you change him/her over to
> the
> > server mailbox.
> >
> >
> > "John Vighetto" <jvigheto@nospam.bellsouth.net> wrote in message
> > news:u2ZkMYrZEHA.1980@TK2MSFTNGP09.phx.gbl...
> > > Hello all,
> > >
> > > My client is currently running Windows 2000 Professional
workstations
> > > with Office 2000 Professional on a Windows NT 4.0 server. They each (6
> in
> > > all) have a great deal of information in their Outlook folders as well
> as
> > > rules.
> > > Here's my question; is there an easy way to transfer each of their
> > > Outlook *.pst folders (including their rules) to the SBS 2000 server's
> > > Exchange? Can anyone provide me with some links that have worked for
> them?
> > > TIA
> > > John Vighetto
> > >
> > >
> >
> >
>
>

Dave
Mon Jul 12 09:49:14 CDT 2004

I'm assuming you're finished now and figured this out with Merv's KBs, etc.
The short answer to your question if I'm reading you right: the user will
be using the new profile as you describe, but the existing PST is in the old
profile. I'd start by trying to copy the PST from the old profile to the
new (you'll have to find it, probably in username\local settings\application
data\microsoft\outlook or just search for PSTs, and you'll have to be logged
in as an admin to access both profiles). Unless you run into a security
issue with the old PST, that should work. If it doesn't open automatically,
open the PST from the Outlook file menu (open outlook data file).


"John Vighetto" <jvigheto@nospam.bellsouth.net> wrote in message
news:OuxRavrZEHA.2908@TK2MSFTNGP10.phx.gbl...
> Hi Dave,
>
> Thanks for the detailed info! I'm getting ready to do this within the
> hour. One more question; right now the clients are logging into one domain
> (NT 4), and when I get done, they will be logging into another domain
> (SBS2000 Premium). I almost forgot to explain something....I'm using two
> different hard drives at this point in time, one is the current NT 4
> Server
> drive and the other is the SBS2000 drive. What I'm currently doing to make
> sure that I don't lose anything is to shut down the server and disconnect
> the one drive before connecting the other drive to log back in. I know
> that
> this is one, very tedious way of doing it, but right now I'd rather be
> safe
> then sorry.
> However, when logging the client workstation onto the SBS2000 server's
> domain, it creates a new user setting under C:\Documents and
> Settings\nameofuser.localdomain. Can I still use your instructions with
> this
> happening?
> TIA!
> JV
>
> "Dave Nickason [SBS MVP]" <gwdibble@NOSPAM.frontiernet.net> wrote in
> message
> news:O3WW1hrZEHA.3716@TK2MSFTNGP11.phx.gbl...
>> There are a variety of ways to do this but I'll give you the one I like
>> best, especially in a situation with only six users. I'm guessing these
> are
>> all standalone Outlook instances with no previous Exchange Server, so the
>> users probably have all their data in PST files and their server
>> mailboxes
>> are empty. Also that each Outlook profile handles its own mail directly
>> with the ISP. If any of that is wrong, please adjust accordingly or post
>> back.
>>
>> Before you do this, you'll want to configure Exchange to handle incoming
> and
>> outgoing e-mail, and disable whatever method their Outlook installs are
>> using to get the mail directly from the ISP. (You can disable Outlook's
> old
>> mail collection methods one at a time as you convert each user).
>>
>> Then, go into each user's mail profile and add the Exchange Server
> service.
>> Set the default mail delivery location to be the server mailbox (it'll be
> in
>> the format [Mailbox - Username]. At this point, new messages are being
> sent
>> and received through Exchange, and ending up in the appropriate folders
>> of
>> the user's Exchange mailbox.
>>
>> Now, you have the option of using the Outlook Folder List to move
>> messages
>> into server mailbox folders using drag-and-drop. I point that out in
>> case
>> there's a reason for doing it that way, but I don't recommend it. What I
>> would do instead is to use import/export from the Outlook File Menu to
> copy
>> the files from the PSTs to the same folders in the server mailboxes.
>> This
>> only takes a few minutes and it's basically self-explanatory. Also,
> there's
>> little risk of problem since it doesn't remove any data from the PST, it
>> just copies it.
>>
>> Once you're convinced that all the data has been migrated successfully
> (you
>> should be able to see this using the Folder List), you should close the
> PST
>> in Outlook and RENAME it. That will prevent accidental use of the PST,
>> while maintaining it as a backup until you're comfortable your new setup
> is
>> working as planned. Eventually, you should get rid of the PSTs and
>> remove
>> the Personal Folders service from the Outlook profiles. Since both the
> PST
>> and the server mailbox will have an identically-named set of default
>> folders, using both can be confusing, and can result in items being saved
> to
>> the wrong folder by mistake (in other words, a calendar entry could be
> made
>> to the PST calendar rather than the server mailbox calendar). Also, the
>> "Move to folder" commands' MRU lists will all point to the PST,
> facilitating
>> accidental moving of items to the PST folders rather than the mailbox
>> folders. Make sure you close the PST in Outlook before renaming it, or
>> Outlook will look for it ever time you start the program, generating
>> annoying errors that can only be fixed by putting the PST back, then
> closing
>> it.
>>
>> You can change over the users one at a time, and everything should work
>> normally for each user both before and after you change him/her over to
> the
>> server mailbox.
>>
>>
>> "John Vighetto" <jvigheto@nospam.bellsouth.net> wrote in message
>> news:u2ZkMYrZEHA.1980@TK2MSFTNGP09.phx.gbl...
>> > Hello all,
>> >
>> > My client is currently running Windows 2000 Professional
>> > workstations
>> > with Office 2000 Professional on a Windows NT 4.0 server. They each (6
> in
>> > all) have a great deal of information in their Outlook folders as well
> as
>> > rules.
>> > Here's my question; is there an easy way to transfer each of their
>> > Outlook *.pst folders (including their rules) to the SBS 2000 server's
>> > Exchange? Can anyone provide me with some links that have worked for
> them?
>> > TIA
>> > John Vighetto
>> >
>> >
>>
>>
>
>

John
Fri Jul 16 14:52:01 CDT 2004

Thanks Merv for the links. Between you and Dave, I was able to fix the
problems. I can't tell you how much this particular newsgroup has help me.
Keep up the great work!

Regards,
John V.

"Merv Porter [SBS-MVP]" <mwport@no_spam_hotmail.com> wrote in message
news:ulViJNtZEHA.2296@TK2MSFTNGP10.phx.gbl...
> I *think* your Outlook rules may need to be migrated separately for OL2000
> if you were set up in OL with IMO (Internet Mode Only):
>
>
http://groups.google.com/groups?hl=en&lr=&ie=UTF-8&threadm=eTJSN%2471DHA.314
>
0%40tk2msftngp13.phx.gbl&rnum=5&prev=/groups%3Fhl%3Den%26lr%3D%26ie%3DUTF-8%
> 26q%3D.pst%2Bmigrate%2Brules
>
>
http://groups.google.com/groups?hl=en&lr=&ie=UTF-8&threadm=eAOV7KyICHA.2488%
>
40tkmsftngp09&rnum=3&prev=/groups%3Fhl%3Den%26lr%3D%26ie%3DUTF-8%26q%3D.pst%
> 2Bmigrate%2Brules
>
> OL2000: (IMO) How to Back Up, Restore, or Move Outlook Data
> http://support.microsoft.com/default.aspx?scid=kb;en-us;196492
>
> OL2000: What Setup Option Should I Choose When I Install Outlook
> http://support.microsoft.com/?kbid=195479
>
> OL2000: How to Tell What Type of Outlook Setup You Have
> http://support.microsoft.com/?kbid=196041
>
> --
> Merv Porter [SBS MVP]
> ===================================
> "John Vighetto" <jvigheto@nospam.bellsouth.net> wrote in message
> news:OuxRavrZEHA.2908@TK2MSFTNGP10.phx.gbl...
> > Hi Dave,
> >
> > Thanks for the detailed info! I'm getting ready to do this within
the
> > hour. One more question; right now the clients are logging into one
domain
> > (NT 4), and when I get done, they will be logging into another domain
> > (SBS2000 Premium). I almost forgot to explain something....I'm using two
> > different hard drives at this point in time, one is the current NT 4
> Server
> > drive and the other is the SBS2000 drive. What I'm currently doing to
make
> > sure that I don't lose anything is to shut down the server and
disconnect
> > the one drive before connecting the other drive to log back in. I know
> that
> > this is one, very tedious way of doing it, but right now I'd rather be
> safe
> > then sorry.
> > However, when logging the client workstation onto the SBS2000
server's
> > domain, it creates a new user setting under C:\Documents and
> > Settings\nameofuser.localdomain. Can I still use your instructions with
> this
> > happening?
> > TIA!
> > JV
> >
> > "Dave Nickason [SBS MVP]" <gwdibble@NOSPAM.frontiernet.net> wrote in
> message
> > news:O3WW1hrZEHA.3716@TK2MSFTNGP11.phx.gbl...
> > > There are a variety of ways to do this but I'll give you the one I
like
> > > best, especially in a situation with only six users. I'm guessing
these
> > are
> > > all standalone Outlook instances with no previous Exchange Server, so
> the
> > > users probably have all their data in PST files and their server
> mailboxes
> > > are empty. Also that each Outlook profile handles its own mail
directly
> > > with the ISP. If any of that is wrong, please adjust accordingly or
> post
> > > back.
> > >
> > > Before you do this, you'll want to configure Exchange to handle
incoming
> > and
> > > outgoing e-mail, and disable whatever method their Outlook installs
are
> > > using to get the mail directly from the ISP. (You can disable
Outlook's
> > old
> > > mail collection methods one at a time as you convert each user).
> > >
> > > Then, go into each user's mail profile and add the Exchange Server
> > service.
> > > Set the default mail delivery location to be the server mailbox (it'll
> be
> > in
> > > the format [Mailbox - Username]. At this point, new messages are
being
> > sent
> > > and received through Exchange, and ending up in the appropriate
folders
> of
> > > the user's Exchange mailbox.
> > >
> > > Now, you have the option of using the Outlook Folder List to move
> messages
> > > into server mailbox folders using drag-and-drop. I point that out in
> case
> > > there's a reason for doing it that way, but I don't recommend it.
What
> I
> > > would do instead is to use import/export from the Outlook File Menu to
> > copy
> > > the files from the PSTs to the same folders in the server mailboxes.
> This
> > > only takes a few minutes and it's basically self-explanatory. Also,
> > there's
> > > little risk of problem since it doesn't remove any data from the PST,
it
> > > just copies it.
> > >
> > > Once you're convinced that all the data has been migrated successfully
> > (you
> > > should be able to see this using the Folder List), you should close
the
> > PST
> > > in Outlook and RENAME it. That will prevent accidental use of the
PST,
> > > while maintaining it as a backup until you're comfortable your new
setup
> > is
> > > working as planned. Eventually, you should get rid of the PSTs and
> remove
> > > the Personal Folders service from the Outlook profiles. Since both
the
> > PST
> > > and the server mailbox will have an identically-named set of default
> > > folders, using both can be confusing, and can result in items being
> saved
> > to
> > > the wrong folder by mistake (in other words, a calendar entry could be
> > made
> > > to the PST calendar rather than the server mailbox calendar). Also,
the
> > > "Move to folder" commands' MRU lists will all point to the PST,
> > facilitating
> > > accidental moving of items to the PST folders rather than the mailbox
> > > folders. Make sure you close the PST in Outlook before renaming it,
or
> > > Outlook will look for it ever time you start the program, generating
> > > annoying errors that can only be fixed by putting the PST back, then
> > closing
> > > it.
> > >
> > > You can change over the users one at a time, and everything should
work
> > > normally for each user both before and after you change him/her over
to
> > the
> > > server mailbox.
> > >
> > >
> > > "John Vighetto" <jvigheto@nospam.bellsouth.net> wrote in message
> > > news:u2ZkMYrZEHA.1980@TK2MSFTNGP09.phx.gbl...
> > > > Hello all,
> > > >
> > > > My client is currently running Windows 2000 Professional
> workstations
> > > > with Office 2000 Professional on a Windows NT 4.0 server. They each
(6
> > in
> > > > all) have a great deal of information in their Outlook folders as
well
> > as
> > > > rules.
> > > > Here's my question; is there an easy way to transfer each of
their
> > > > Outlook *.pst folders (including their rules) to the SBS 2000
server's
> > > > Exchange? Can anyone provide me with some links that have worked for
> > them?
> > > > TIA
> > > > John Vighetto
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