MS Office Forum / Outlook / Contacts / November 2006
move custom forms to new ol03 install
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jeffrey - 13 Nov 2006 01:15 GMT i have a number of custom forms that was using in OL03. i have reinstalled OL03 on a new computer. i imported the .pst file into the existing, new, personal folder. all the contacts and email are there. but not the custom forms.
i have access to the old drive/files, but cann't run the old install of outlook. what files do i need, where to find them, and how to get the new OL03 to recognize them?
thanks, jeffrey
Sue Mosher [MVP-Outlook] - 13 Nov 2006 14:29 GMT If you published the forms to your Personal Forms library, then you never should have imported the .pst file. Instead, you should have created a new Outlook profile, add that old .pst file to it, and made it the default store for that profile. If you do that, all your data, forms, custom views, rules, etc. will be available.
 Signature Sue Mosher, Outlook MVP Author of Configuring Microsoft Outlook 2003 http://www.turtleflock.com/olconfig/index.htm and Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx
>i have a number of custom forms that was using in OL03. i have reinstalled > OL03 on a new computer. i imported the .pst file into the existing, new, [quoted text clipped - 7 lines] > thanks, > jeffrey jeffrey - 13 Nov 2006 16:32 GMT sue, thanks for the reply. there was a new outlook profile (outlook.pst) created when outlook was installed. it had nothing in it when i imported. i don't know what is meant by "add the old .pst". i only see an option to import/export.
jeffrey
If you published the forms to your Personal Forms library, then you never should have imported the .pst file. Instead, you should have created a new Outlook profile, add that old .pst file to it, and made it the default store for that profile. If you do that, all your data, forms, custom views, rules, etc. will be available.
 Signature Sue Mosher, Outlook MVP Author of Configuring Microsoft Outlook 2003 http://www.turtleflock.com/olconfig/index.htm and Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx
>i have a number of custom forms that was using in OL03. i have reinstalled > OL03 on a new computer. i imported the .pst file into the existing, new, [quoted text clipped - 7 lines] > thanks, > jeffrey Sue Mosher [MVP-Outlook] - 13 Nov 2006 16:44 GMT File | Data File Management. Or go through the Mail applet in Control Panel, which has a different interface.
 Signature Sue Mosher, Outlook MVP Author of Configuring Microsoft Outlook 2003 http://www.turtleflock.com/olconfig/index.htm and Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx
> sue, thanks for the reply. > there was a new outlook profile (outlook.pst) created when outlook was [quoted text clipped - 20 lines] >> thanks, >> jeffrey jeffrey - 13 Nov 2006 19:06 GMT wahooo! i think it is fixed. i took your advice about adding the old .pst, to a newly created personal files (1)folder. then, and i may miss a few steps relating this, i right clicked on the current contacts folder> forms management>opened the forms from the new personal files(1) contact folder, found the forms, saved (copied?) them to the forms folder. then when i went to the current personal folders>contact>folder management they are there. and available for new contacts.
the forms are now shown under "no category name" and "no subcategory name" in the forms management. would be nice to have them show up (in case, in future, i don't remember this quirk) directly.
if you have a suggestion for making that happen, fine. otherwise i will play around with later (and hopefully not make the situation worse ).
thanks for the help,
jeffrey
File | Data File Management. Or go through the Mail applet in Control Panel, which has a different interface.
 Signature Sue Mosher, Outlook MVP Author of Configuring Microsoft Outlook 2003 http://www.turtleflock.com/olconfig/index.htm and Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx
> sue, thanks for the reply. > there was a new outlook profile (outlook.pst) created when outlook was [quoted text clipped - 23 lines] >> thanks, >> jeffrey Sue Mosher [MVP-Outlook] - 13 Nov 2006 19:11 GMT If you want categories on your forms, you'll need to add them on the (Properties) page, then republish.
 Signature Sue Mosher, Outlook MVP Author of Configuring Microsoft Outlook 2003 http://www.turtleflock.com/olconfig/index.htm and Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx
> wahooo! i think it is fixed. i took your advice about adding the old .pst, > to a newly created personal files (1)folder. then, and i may miss a few [quoted text clipped - 45 lines] >>> thanks, >>> jeffrey jeffrey - 13 Nov 2006 20:20 GMT didn't occur that it was referring to contact categories. i don't have the forms set up with categories already entered. nor do i want them defaulting to a category. i don't know how categories entered the picture.
jeffrey If you want categories on your forms, you'll need to add them on the (Properties) page, then republish.
 Signature Sue Mosher, Outlook MVP Author of Configuring Microsoft Outlook 2003 http://www.turtleflock.com/olconfig/index.htm and Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx
> wahooo! i think it is fixed. i took your advice about adding the old .pst, > to a newly created personal files (1)folder. then, and i may miss a few [quoted text clipped - 54 lines] >>> thanks, >>> jeffrey Sue Mosher [MVP-Outlook] - 13 Nov 2006 20:44 GMT I understood this statement to mean that you wanted to adopt a form categorization scheme:
>> the forms are now shown under "no category name" and "no subcategory name" >> in the forms management. would be nice to have them show up (in case, in >> future, i don't remember this quirk) directly. You don't have to organize forms by category. That's an option in that dialog.
 Signature Sue Mosher, Outlook MVP Author of Configuring Microsoft Outlook 2003 http://www.turtleflock.com/olconfig/index.htm and Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx
> didn't occur that it was referring to contact categories. i don't have the > forms set up with categories already entered. nor do i want them defaulting [quoted text clipped - 3 lines] > If you want categories on your forms, you'll need to add them on the > (Properties) page, then republish.
>> the forms are now shown under "no category name" and "no subcategory name" >> in the forms management. would be nice to have them show up (in case, in >> future, i don't remember this quirk) directly. jeffrey - 13 Nov 2006 22:29 GMT well, i missed that option setting. have no idea how it happened. at some point i will try to figure out how to correct it, and get the forms out from under their categories.
jeffrey
I understood this statement to mean that you wanted to adopt a form categorization scheme:
>> the forms are now shown under "no category name" and "no subcategory >> name" >> in the forms management. would be nice to have them show up (in case, in >> future, i don't remember this quirk) directly. You don't have to organize forms by category. That's an option in that dialog.
 Signature Sue Mosher, Outlook MVP Author of Configuring Microsoft Outlook 2003 http://www.turtleflock.com/olconfig/index.htm and Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx
> didn't occur that it was referring to contact categories. i don't have the > forms set up with categories already entered. nor do i want them [quoted text clipped - 4 lines] > If you want categories on your forms, you'll need to add them on the > (Properties) page, then republish.
> "jeffrey" <astro46@gmail.com> wrote in message > news:Bm36h.9745$9v5.4276@newssvr29.news.prodigy.net... [quoted text clipped - 3 lines] >> in the forms management. would be nice to have them show up (in case, in >> future, i don't remember this quirk) directly. jeffrey - 13 Nov 2006 18:24 GMT add info: to clarify, when i did the "import" it asked if i wanted to add duplicates, overwrite, etc. if this was the wrong thing to do, darn, i thought that i was being so good, figuring it out this way.
so, at this point, for next time, (there will be a next time), 1. how do i "add" rather than 'import". 2. is there a way to rectify the situation, without wiping out my now changed .pst (some changes to contacts, added email, calendar). perhaps the simplest thing is to open a contact (which is using the desired custom form), do "design this form" , delete the data from the fields, and publish the empty form under the old name? then do a contact form conversion so that they all are using the properly named form?
jeffrey
If you published the forms to your Personal Forms library, then you never should have imported the .pst file. Instead, you should have created a new Outlook profile, add that old .pst file to it, and made it the default store for that profile. If you do that, all your data, forms, custom views, rules, etc. will be available.
 Signature Sue Mosher, Outlook MVP Author of Configuring Microsoft Outlook 2003 http://www.turtleflock.com/olconfig/index.htm and Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx
>i have a number of custom forms that was using in OL03. i have reinstalled > OL03 on a new computer. i imported the .pst file into the existing, new, [quoted text clipped - 7 lines] > thanks, > jeffrey Sue Mosher [MVP-Outlook] - 13 Nov 2006 18:52 GMT 1) There is an Add button in the File | Data File Management dialog. Add your old .pst file and make it the default. Restart Outlook. Once you do that, all your old forms and data will be available. You can move any items you've created or modified since the move over into your old .pst file and close the new one.
2) If the contacts are using the desired form, then what's the real issue? Your original post said the custom forms aren't there.
 Signature Sue Mosher, Outlook MVP Author of Configuring Microsoft Outlook 2003 http://www.turtleflock.com/olconfig/index.htm and Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx
> add info: to clarify, when i did the "import" it asked if i wanted to add > duplicates, overwrite, etc. if this was the wrong thing to do, darn, i [quoted text clipped - 28 lines] >> thanks, >> jeffrey jeffrey - 13 Nov 2006 19:10 GMT we seem to be posting at the same time.
2) problem was, that the existing contacts were viewing in the custom form, but if i tried to enter a new contact, the .ipm form was used. i couldn't find the custom forms to try reinstalling them and make them available for new contacts.
jeffrey 1) There is an Add button in the File | Data File Management dialog. Add your old .pst file and make it the default. Restart Outlook. Once you do that, all your old forms and data will be available. You can move any items you've created or modified since the move over into your old .pst file and close the new one.
2) If the contacts are using the desired form, then what's the real issue? Your original post said the custom forms aren't there.
 Signature Sue Mosher, Outlook MVP Author of Configuring Microsoft Outlook 2003 http://www.turtleflock.com/olconfig/index.htm and Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx
> add info: to clarify, when i did the "import" it asked if i wanted to add > duplicates, overwrite, etc. if this was the wrong thing to do, darn, i [quoted text clipped - 36 lines] >> thanks, >> jeffrey Sue Mosher [MVP-Outlook] - 13 Nov 2006 20:00 GMT But now you have the custom form, right? It sounds like you didn't make the custom form the default for the folder, so that new items would use it. See http://www.outlookcode.com/d/newdefaultform.htm
 Signature Sue Mosher, Outlook MVP Author of Configuring Microsoft Outlook 2003 http://www.turtleflock.com/olconfig/index.htm and Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx
> we seem to be posting at the same time. > [quoted text clipped - 7 lines] > 2) If the contacts are using the desired form, then what's the real issue? > Your original post said the custom forms aren't there.
>> 2. is there a way to rectify the situation, without wiping out my now >> changed .pst (some changes to contacts, added email, calendar). perhaps [quoted text clipped - 5 lines] >> that >> they all are using the properly named form? jeffrey - 13 Nov 2006 20:29 GMT this is what i was trying to refer to, the default form. perhaps i didn't use the correct terminology. the problem was that i couldn't make the custom form as the default (as it was in the older .pst) because it wasn't available in the new .pst. nor could i find them in forms management. now, as i mentioned, after having the older .pst open, i could find them there, and save them to the forms folder, so the new .pst can also find them and i set them as the default. in the new .pst.
as i referred to in the post above, i don't know why they now appear in the new .pst, below 2 levels of "unnamed categories", when they just appeared on their own, under personal forms, with no referrence to categories in the old .pst.
jeffrey But now you have the custom form, right? It sounds like you didn't make the custom form the default for the folder, so that new items would use it. See http://www.outlookcode.com/d/newdefaultform.htm
 Signature Sue Mosher, Outlook MVP Author of Configuring Microsoft Outlook 2003 http://www.turtleflock.com/olconfig/index.htm and Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx
> we seem to be posting at the same time. > [quoted text clipped - 8 lines] > 2) If the contacts are using the desired form, then what's the real issue? > Your original post said the custom forms aren't there.
> "jeffrey" <astro46@gmail.com> wrote in message > news:NL26h.9315$9v5.8134@newssvr29.news.prodigy.net...
>> 2. is there a way to rectify the situation, without wiping out my now >> changed .pst (some changes to contacts, added email, calendar). perhaps [quoted text clipped - 5 lines] >> that >> they all are using the properly named form?
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