MS Office Forum / Outlook / General MS Outlook Questions / August 2007
Move from OL98 to OL2003
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Johannes Czernin - 28 Aug 2007 11:48 GMT I'm planning to progress from an old computer running Win98 and OL98 to a new machine with WinXP and OL2003. During the past weeks I have been intensively follwing discussions in the various Outlook forums and Newsgroups in order to gather as much information as possible.
I think I'm now fairly sure about the main steps to follow. However, one item I am particularly keen to handle properly is associations of Journal entries to Contacts. I think I have learned from mistakes I did in the past when I had inadvertently moved contacts to another folder which caused the associations to get broken.
I have studied one of the Web pages most frequently referred to here, i.e.
http://www.slipstick.com/outlook/ansi-to-unicode.asp
and I would now like to be advised as to which of the three methods mentioned I should apply. I may add that on the old machine I have been archiving everything into individual yearly PST files, with the sole exception that all journal items have been retained in the current active file. This is necessary for me as my work requires me to be able to see the complete list of all journal entries for each contact, even if the item a journal entry is referring to would have to be looked up in an archive file instead of the current PST file.
Thanks in advance for any help,
Kind regards,
Johannes
Russ Valentine [MVP-Outlook] - 28 Aug 2007 22:52 GMT Hi Johannes,
Hope you're well. This is a tough question. Let me ask for some clarification. For the most part, Journaling has been replaced by the "Activities" feature in later versions of Outlook. How were you using Journaling? Were you using it to track only Outlook Items or Office documents as well? Shall we assume you want to migrate to the new UNICODE format for Outlook data? If so, will you still use or need access to your current archive folders or are you planning to move them all into a single UNICODE PST file? Finally, what method have you been using that permits Journaling to pull entries from your archive files and how well do you find that is working?
 Signature Russ Valentine [MVP-Outlook]
> I'm planning to progress from an old computer running Win98 and OL98 to a > new machine with WinXP and OL2003. During the past weeks I have been [quoted text clipped - 28 lines] > > Johannes Johannes Czernin - 29 Aug 2007 19:24 GMT Hi, Russ,
Yes, everything is OK over here on this side of the Big Herring Pond. Great you jumped in with an attempt to help me. My planned transition to a new machine is still a few months away but once I start things I want them to be done quick.
The reason the new machine will be installed with WinXP-Pro and Office 2003-Pro instead of the latest versions of Vista and Office 2007 is A) I have no desire to risk going into Vista right now, and B) I have an unused set of complete versions of these two packages at hand. The money saved by not having to buy new software, particularly the Office package (???? !!!) will be much better spent in the new hardware I'm going to buy.
Now to your questions:
A number of my contacts are set to create Journal entries automatically for E-mails received and sent and for phone calls initiated directly from Outlook. Additionally some more entries are also created manually whenever thought necessary. Office documents are included amongst these, normally having been created by drag-and-drop within Outlook, but of course these could just as well be created manually.
Currently a normal archiving process is run every few days, and at the end of each year a discrete archive file is created for the year that has just ended. The entire content of the current PST file is regularly archived, with the exception of Contacts and Journal.
In the current PST file each contact thus will display the entire list of journal entries, in some case from a fair number of years back. The individual items those old Journal entries refer to are of course stored in their respective yearly archive files. The important thing for me here is to be able to see at a single glance things like "... this-or-that-received at this-or-that date..." or "... this-or-that-discussed with this-or-that contact at this-or-that date..." The need to actually review any of these items does not arise too frequently, so when it does it is not too much trouble for me to open the particular yearly archive and look it up.
On the new machine of course I'd like to run UNICODE code PST files. I understand my old ANSI PST files will continue to be readable by the system, but I would not mind having them converted from ANSI to UNICODE format as the old machine will be retired for good as soon as the new one is running properly with all material transferred to it.
So the crux of my problem burns down to the question of how to proceed so that the associations between Journal entries and their respective Contacts will remain intact - in other words all I want to have is to continue to be able to see the list of Journal entries on the respective tab page of each individual contact, plus the entire sortable list in the Journal folder itself.
I hope this will clear things up a little bit but please do not hesitate to ask back for forther information if necessary.
Thanks a lot in advance for your help,
Kind regards,
Johannes
> Hi Johannes, > [quoted text clipped - 40 lines] > > > > Johannes Russ Valentine [MVP-Outlook] - 29 Aug 2007 20:16 GMT I would feel safest with Method 2, then. If you have found that all your Journal entries remain intact even when the items to which they refer are moved to an archive folder, then method 3 should work as well, but Method 2 leaves less to chance. For sure, you don't want to go anywhere near Method 1. Importing is notorious for breaking the links you want to preserve.
The safest method of all for data transfer is simply to open your old PST file in the new installation and keep using it as your default, but that would preclude your migrating to UNICODE.
I agree with you about both Office 2007 and Vista. I wouldn't run either on a production partition yet. But then I'm always more careful than I probably need to be.
Good luck. Let us know how it goes.
 Signature Russ Valentine [MVP-Outlook]
> Hi, Russ, > [quoted text clipped - 119 lines] >> > >> > Johannes Johannes Czernin - 29 Aug 2007 21:57 GMT Hi, Russ,
Gee, that really is a good, great, detailed, precise and - may I dare to say that to someone in your profession? :-) - clean cut reply! Thanks a lot for it!
Whatever I will do I'll definitely keep copies of my original files before I start doing an silly. I think I'll try both methods 2 & 3 as I would of course very much like to work on Unicode files with the new programs.
I'm also really happy about your remarks on Vista and Office 2007. The two of us seem to be the perfect team for starting the World Wide Let's-Scrap-MS's-Latest- Junk Campaign!
I'll definitely report results as soon as I get that new machine.
Thanks again and kind regards,
Johannes
> I would feel safest with Method 2, then. If you have found that all your > Journal entries remain intact even when the items to which they refer are [quoted text clipped - 11 lines] > > Good luck. Let us know how it goes. Brian Tillman - 30 Aug 2007 15:14 GMT > Gee, that really is a good, great, detailed, precise and - may I dare > to say that to someone in your profession? :-) - clean cut reply! > Thanks a lot for it! LOL!
 Signature Brian Tillman [MVP-Outlook]
Johannes Czernin - 30 Aug 2007 20:23 GMT Gee - one more who's in the know! :-)
Regards,
Johannes
> > Gee, that really is a good, great, detailed, precise and - may I dare > > to say that to someone in your profession? :-) - clean cut reply! > > Thanks a lot for it! > > LOL! Russ Valentine [MVP-Outlook] - 30 Aug 2007 21:26 GMT I'm crushed ;) Now if I were an attorney, I would have expected and deserved that response.
 Signature Russ Valentine [MVP-Outlook]
> Gee - one more who's in the know! :-) > [quoted text clipped - 7 lines] >> >> LOL! Johannes Czernin - 31 Aug 2007 16:04 GMT No, please, no!
You rate absolutely top in my scale of OL experts and I am absolutely sure you'd qualify equally had I ever had the opportunity to consult you in your other job!
:-) :-) :-) Best wishes,
Johannes
> I'm crushed ;) Now if I were an attorney, I would have expected and deserved > that response. Russ Valentine [MVP-Outlook] - 31 Aug 2007 21:56 GMT You should be safe. Austrians are much healthier than Americans.
 Signature Russ Valentine [MVP-Outlook]
> No, please, no! > [quoted text clipped - 12 lines] > deserved >> that response.
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