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Archive for the Video Series Category


Export to an Outlook PST file

Completing an Outlook export to a PST file is  one of the simplest and easiest things to complete but there are certain things that you should be aware to avoid unexpected results such as items that do not get included in an Outlook export.  The following demonstrates performing an Outlook export in addition to a manual alternative that avoids the “missing items” issues.

 

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Microsoft Outlook – Contact Export Overview (CSV – Tab – Excel – Access)

This video provides an overview of the Outlook export wizard highlighting some key considerations which if overlooked will result in the export not producing the desired results followed by an actual dmo of the Outlook export wizard.

Summary of items reviewed include

  • Items not supported by Outlook Export wizard
  • FileAs/Street Address fields
  • Mailing Address
  • Specific issues related to Access, CSV and Excel file types

 

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Outlook – Copy-Move Folders-Items (a PST Import alternative)

There are many articles that describe the process that should be followed when moving Outlook from one system to another with the most important item being that importing data from the original PST file is not the correct approach to use. Essentially, the original PST data file(s) should simply be opened in Outlook on the destination system.

In other cases, the requirement is to simply extract specific information from one system for use on another (i.e. copying contacts from one system to another).

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Importing an Outlook PST file

Importing a PST file is a lot different then importing data from a CSV (comma separated values), Microsoft Excel or Access file. If attention isn’t paid to the actual steps required, it can result in the <appearance> that the import was not successful. Whether the PST2PST import process should be used at all is also a question that needs to be addressed.

This video goes through the most important elements when importing data from another PST file.

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Outlook Contact Import Overview (CSV – Excel – Access)

This video provides an overview of the Outlook import wizard highlighting some of the major considerations related to specific input file types, custom forms and user-defined fields followed by a demo of how to use the import wizard.

 

 

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Creating an Excel Named Range & avoiding Outlook import problems

The most common problems people encounter when importing data using an Excel file involve a missing <Named Range> or an incorrectly defined <Named Range> resulting in either too few or too many rows being imported into Excel.

This video shows how to create an Excel <Named Range> and how to avoid common pitfalls related to blank contacts or incorrectly defining what should be imported.

 

Related Posts:
Excel rows – “Clear Contents” vs “Delete”

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Avoiding problems with Outlook contact names

When creating a new Outlook contact, many people simply enter the contact’s name in the contact’s <FullName> field instead of entering the values into the individual fields that comprise the <FullName> field. In doing that, Outlook has to parse the value entered and <TRY> to determine what the actual values should be for the various individual fields (i.e. First/Last name etc). How Outlook parses the values also depends on the default <FullName> setting in effect when the contact is created.

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Outlook AddressBook Settings

Two of the most common problems/questions about the Outlook AddressBook relate to which contacts appear by default when the AB is opened and the sequence in which contacts appear. The contact sort order in the AddressBook is commonly confused with the default settings for the FullName and FileAs as defined in contact folders.

This video describes how to change the AddressBook settings.

Related posts:
Outlook AddressBook Overview
Microsoft Outlook Sync Issues – that aren’t

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Outlook AddressBook Overview

There is a lot of confusion about what an Outlook AddressBook is particularly for those migrating from other email clients. The term <AddressBook> represents something different in Outlook than in most other email clients where the AddressBook is deemed to represent <ALL> contacts.

This video provides an overview of what the Outlook AddressBook is followed by a demonstration of how to add Outlook contacts to the AB.

Also see:  Outlook AddressBook – What it is and is not

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Outlook Sync Issues – that aren’t

There are many questions/problems posted about what people believe are Outlook problems as related to <sync> issues. This video describes why sync issues are not Outlook issues and shows real time examples of how problems can be encountered by a 3rd party program making changes to contact fields in Outlook data files (primary focus on the contact name, address fields and addressbook).

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