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Archive for the Overview Category


Starting Outlook as a fresh new install

When problems are encountered, many people resort to uninstalling/re-installing Microsoft Office/Outlook in hopes that the problem will be eliminated.

If the problem being encountered is related to the Outlook profile in any way, or more specifically related to email account issues, uninstalling/re-installing Outlook serves absolutely no purposes and is a complete waste of time. Outlook profiles do not get deleted when Outlook is uninstalled/re-installed. These profiles persist from one Outlook installation to another so whatever issues may exist, will remain. It is this behaviour that allows for the seamless “in place” upgrade from one Outlook version to another on the same machine.

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Outlook 2013 Import/Export changes

With the introduction of Outlook 2013, there will be a reduced number of import/export file format options. The majority of the items removed relate to outdated formats (old versions of Act etc) but the most notable items removed in reference to file formats for “Import from another program or file” or “Export to a file” are the Microsoft Excel and Access file types. The only formats that are now supported in Outlook 2013 for those options are:

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Outlook AddressBook & Last/First Name sequence

The Outlook AddressBook allows for the sorting of the AddressBook names in either <First/Last Name> format or based on the value of the <FileAs> field. The example shown beside the Outlook AB setting for FileAs shows <Last, First> but that is simply an example of what the FileAs field can contain.

A common misconception is that when the default format for the FileAs field is changed (i.e. from First/Last to Last/First) in the Outlook user-interface then the AddressBook will automatically list the AB in the format set for the FileAs field.

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Outlook Full Address Fields (Home, Business, Other)

There are 3 sets of address fields that can be used when importing information in Outlook (Home, Business, Other). To use the Business Address as an example (everything applies equally to all 3 address groups), the fields applicable to that group are (field names are shown as Internal Outlook names followed by the Outlook Display Name as seen in the Field Chooser and/or <All Fields> collection)

+BusinessAddress (Business Address)

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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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