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| Tags: 2007, contact, custom, entries, form, outlook, updating |
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#1
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I work from home and update contact information on my system, then go into
the office once a week. I use a portable ext hard drive to transport updates info etc. I am running Windows XP Pro Office 2007 Pro (Outlook 2007) and the system at the office runs the same. I have developed a custom contact form. But I cannot figure out how to transfer the .pst file or update the system at the office without reloading all the custom fields manually. I tried to export and import the pst file but doesn't seem to work. Exported to a excel file but the custom fields will not import. The mapping, well, brother, do not know where and if to begin. The custom form is published and looks the same on both systems. We are not running exchange, the program is not shared at this point. Is there anyway to update outlook 2007 from one system to another with custom fields that anyone knows of and not be a programmer? Thanks Much, Sally |
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#3
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I use a small external hard drive, saving the file(s) as a .pst file. using
the export feature in outlook. Then when I get to work I just tried to open that pst file within Outlook 2007 there and/or add another personal file. Doesn't seem to want to work. "Diane Poremsky [MVP]" wrote: how are you moving the updated contacts to the work computer? -- Diane Poremsky [MVP - Outlook] Author, Teach Yourself Outlook 2003 in 24 Hours Need Help with Common Tasks? http://www.outlook-tips.net/beginner/ Outlook 2007: http://www.slipstick.com/outlook/ol2007/ Outlook Tips by email: Outlook Tips: http://www.outlook-tips.net/ Outlook & Exchange Solutions Center: http://www.slipstick.com Subscribe to Exchange Messaging Outlook newsletter: "xSallyx" wrote in message ... I work from home and update contact information on my system, then go into the office once a week. I use a portable ext hard drive to transport updates info etc. I am running Windows XP Pro Office 2007 Pro (Outlook 2007) and the system at the office runs the same. I have developed a custom contact form. But I cannot figure out how to transfer the .pst file or update the system at the office without reloading all the custom fields manually. I tried to export and import the pst file but doesn't seem to work. Exported to a excel file but the custom fields will not import. The mapping, well, brother, do not know where and if to begin. The custom form is published and looks the same on both systems. We are not running exchange, the program is not shared at this point. Is there anyway to update outlook 2007 from one system to another with custom fields that anyone knows of and not be a programmer? Thanks Much, Sally |
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#4
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Some suggestions/alternatives that will save you a lot of heartburn:
#1 - First and foremost, DO NOT use export for this scenario, absolutely no need for it (truth be told - have yet to find a valid reason for anyone to import/export PST files for any scenario). Also, as an aside, you can't import/export any custom fields using the Outlook import/export wizard. You'd need a 3rd party product (like one of the ones we provide) but in this case, simply not necessary, not recommended and would strongly advise staying away from anything "import/export" in this case. This of course assumes that contacts at work are NOT also being updated at the same time you are updating contacts at home. If that's the case, then the following items would work: Before continuing with alternatives, just a sidenote - there is nothing to prevent you from maintaining your PST file on an external drive and using that same PST file on both systems - just as long as everything is configured correctly (i.e. points to the correct PST file). That said...... #2 - If you want to maintain your primary PST file on the hard drive at work and update it at home "as a for instance" - all you need to do is the following: a) copy PST file from office to external drive b) at home, open the PST file on the external drive in Outlook c) update as necessary d) when back at work, copy PST file back to original location (with Outlook closed) e) open Outlook and you should be good to go #3 - If for some reason, you want to maintain a copy of this data on both hard drives (work and office) - simply copy PST file from external drive (this presumes you're using the same PST file name on both systems and that the custom form has been published to the folder to ensure that everything remains constant. Karl __________________________________________________ _ Karl Timmermans - The Claxton Group ContactGenie - Importer 1.3 / DataPorter 2.0 / Exporter "Power contact importers/exporters for MS Outlook '2000/2007" http://www.contactgenie.com "xSallyx" wrote in message ... I use a small external hard drive, saving the file(s) as a .pst file. using the export feature in outlook. Then when I get to work I just tried to open that pst file within Outlook 2007 there and/or add another personal file. Doesn't seem to want to work. "Diane Poremsky [MVP]" wrote: how are you moving the updated contacts to the work computer? -- Diane Poremsky [MVP - Outlook] Author, Teach Yourself Outlook 2003 in 24 Hours Need Help with Common Tasks? http://www.outlook-tips.net/beginner/ Outlook 2007: http://www.slipstick.com/outlook/ol2007/ Outlook Tips by email: Outlook Tips: http://www.outlook-tips.net/ Outlook & Exchange Solutions Center: http://www.slipstick.com Subscribe to Exchange Messaging Outlook newsletter: "xSallyx" wrote in message ... I work from home and update contact information on my system, then go into the office once a week. I use a portable ext hard drive to transport updates info etc. I am running Windows XP Pro Office 2007 Pro (Outlook 2007) and the system at the office runs the same. I have developed a custom contact form. But I cannot figure out how to transfer the .pst file or update the system at the office without reloading all the custom fields manually. I tried to export and import the pst file but doesn't seem to work. Exported to a excel file but the custom fields will not import. The mapping, well, brother, do not know where and if to begin. The custom form is published and looks the same on both systems. We are not running exchange, the program is not shared at this point. Is there anyway to update outlook 2007 from one system to another with custom fields that anyone knows of and not be a programmer? Thanks Much, Sally |
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#5
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Well, not sure where I am going wrong but this just hasn't seemed to want to
work for me. I simply "copied" the pst file. Dropped it on the external hard drive and to a disc just because. Took it to the office. Opened Outlook 2007. Republished the custom form to be sure I had all custom fields etc. Opened the accounts menu, added the new data - pst file (did not make it the default). Outlook created new "personal file fields that included all but did not add custom fields. Went to properties, designated the correct form to use, still no luck. Tried to make the new pst data file the default and removed the pst at the office file. No, didn't want that either. The new custom form appears when trying to add a new contact so thats correct. I could not figure out how to create the custom contact folder designating the correct form BEFORE I tried to add the new pst file. Thinking maybe that was the issue. I only want the contacts portion of the pst file but can work around getting the whole enchalada if it would just bring in the contacts with the updated info and correct custom contact form. I tried other ways within outlook 2007 to "open" the file, but nothing seemed to work. The current list of contacts at the office remained in tack from last manually doing the updates. The new "personal" contact folders showed as a regular outlook contact form. No custom fields were filled. I tried removing the office pst file and only listing the new pst file from home. That was a no go too. Okay, so now I am on a mission! HELP! "Karl Timmermans" wrote: Some suggestions/alternatives that will save you a lot of heartburn: #1 - First and foremost, DO NOT use export for this scenario, absolutely no need for it (truth be told - have yet to find a valid reason for anyone to import/export PST files for any scenario). Also, as an aside, you can't import/export any custom fields using the Outlook import/export wizard. You'd need a 3rd party product (like one of the ones we provide) but in this case, simply not necessary, not recommended and would strongly advise staying away from anything "import/export" in this case. This of course assumes that contacts at work are NOT also being updated at the same time you are updating contacts at home. If that's the case, then the following items would work: Before continuing with alternatives, just a sidenote - there is nothing to prevent you from maintaining your PST file on an external drive and using that same PST file on both systems - just as long as everything is configured correctly (i.e. points to the correct PST file). That said...... #2 - If you want to maintain your primary PST file on the hard drive at work and update it at home "as a for instance" - all you need to do is the following: a) copy PST file from office to external drive b) at home, open the PST file on the external drive in Outlook c) update as necessary d) when back at work, copy PST file back to original location (with Outlook closed) e) open Outlook and you should be good to go #3 - If for some reason, you want to maintain a copy of this data on both hard drives (work and office) - simply copy PST file from external drive (this presumes you're using the same PST file name on both systems and that the custom form has been published to the folder to ensure that everything remains constant. Karl __________________________________________________ _ Karl Timmermans - The Claxton Group ContactGenie - Importer 1.3 / DataPorter 2.0 / Exporter "Power contact importers/exporters for MS Outlook '2000/2007" http://www.contactgenie.com "xSallyx" wrote in message ... I use a small external hard drive, saving the file(s) as a .pst file. using the export feature in outlook. Then when I get to work I just tried to open that pst file within Outlook 2007 there and/or add another personal file. Doesn't seem to want to work. "Diane Poremsky [MVP]" wrote: how are you moving the updated contacts to the work computer? -- Diane Poremsky [MVP - Outlook] Author, Teach Yourself Outlook 2003 in 24 Hours Need Help with Common Tasks? http://www.outlook-tips.net/beginner/ Outlook 2007: http://www.slipstick.com/outlook/ol2007/ Outlook Tips by email: Outlook Tips: http://www.outlook-tips.net/ Outlook & Exchange Solutions Center: http://www.slipstick.com Subscribe to Exchange Messaging Outlook newsletter: "xSallyx" wrote in message ... I work from home and update contact information on my system, then go into the office once a week. I use a portable ext hard drive to transport updates info etc. I am running Windows XP Pro Office 2007 Pro (Outlook 2007) and the system at the office runs the same. I have developed a custom contact form. But I cannot figure out how to transfer the .pst file or update the system at the office without reloading all the custom fields manually. I tried to export and import the pst file but doesn't seem to work. Exported to a excel file but the custom fields will not import. The mapping, well, brother, do not know where and if to begin. The custom form is published and looks the same on both systems. We are not running exchange, the program is not shared at this point. Is there anyway to update outlook 2007 from one system to another with custom fields that anyone knows of and not be a programmer? Thanks Much, Sally |
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#6
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Rather than try and disect all the various steps you've followed, going to
take this back to absolute basics just to confirm whether you can or cannot read/use the PST file from one computer on another To summarize: Objective for this exercise - Use PST from Machine #1 on Machine#2 via external HD (and vice-versa) Process: 1) Copy PST from machine #1 to ext HD (Outlook closed on machine #1) 2) on machine #2 - from Outlook file menu - Open Data File - select PST file on ext HD - does the PST file not open up? - if open, does the contact folder inside this PST file not appear? - if contact folder there - is the contact info not correct? This doesn't address using a common PST file on both machines etc - just whether or not you can access the same contact info on 2 machines. Please note - there is no requirement to go into your Account options or play with your default settings etc. Karl __________________________________________________ _ Karl Timmermans - The Claxton Group ContactGenie - Importer 1.3 / DataPorter 2.0 / Exporter "Power contact importers/exporters for MS Outlook '2000/2007" http://www.contactgenie.com "xSallyx" wrote in message ... Well, not sure where I am going wrong but this just hasn't seemed to want to work for me. I simply "copied" the pst file. Dropped it on the external hard drive and to a disc just because. Took it to the office. Opened Outlook 2007. Republished the custom form to be sure I had all custom fields etc. Opened the accounts menu, added the new data - pst file (did not make it the default). Outlook created new "personal file fields that included all but did not add custom fields. Went to properties, designated the correct form to use, still no luck. Tried to make the new pst data file the default and removed the pst at the office file. No, didn't want that either. The new custom form appears when trying to add a new contact so thats correct. I could not figure out how to create the custom contact folder designating the correct form BEFORE I tried to add the new pst file. Thinking maybe that was the issue. I only want the contacts portion of the pst file but can work around getting the whole enchalada if it would just bring in the contacts with the updated info and correct custom contact form. I tried other ways within outlook 2007 to "open" the file, but nothing seemed to work. The current list of contacts at the office remained in tack from last manually doing the updates. The new "personal" contact folders showed as a regular outlook contact form. No custom fields were filled. I tried removing the office pst file and only listing the new pst file from home. That was a no go too. Okay, so now I am on a mission! HELP! "Karl Timmermans" wrote: Some suggestions/alternatives that will save you a lot of heartburn: #1 - First and foremost, DO NOT use export for this scenario, absolutely no need for it (truth be told - have yet to find a valid reason for anyone to import/export PST files for any scenario). Also, as an aside, you can't import/export any custom fields using the Outlook import/export wizard. You'd need a 3rd party product (like one of the ones we provide) but in this case, simply not necessary, not recommended and would strongly advise staying away from anything "import/export" in this case. This of course assumes that contacts at work are NOT also being updated at the same time you are updating contacts at home. If that's the case, then the following items would work: Before continuing with alternatives, just a sidenote - there is nothing to prevent you from maintaining your PST file on an external drive and using that same PST file on both systems - just as long as everything is configured correctly (i.e. points to the correct PST file). That said...... #2 - If you want to maintain your primary PST file on the hard drive at work and update it at home "as a for instance" - all you need to do is the following: a) copy PST file from office to external drive b) at home, open the PST file on the external drive in Outlook c) update as necessary d) when back at work, copy PST file back to original location (with Outlook closed) e) open Outlook and you should be good to go #3 - If for some reason, you want to maintain a copy of this data on both hard drives (work and office) - simply copy PST file from external drive (this presumes you're using the same PST file name on both systems and that the custom form has been published to the folder to ensure that everything remains constant. Karl __________________________________________________ _ Karl Timmermans - The Claxton Group ContactGenie - Importer 1.3 / DataPorter 2.0 / Exporter "Power contact importers/exporters for MS Outlook '2000/2007" http://www.contactgenie.com "xSallyx" wrote in message ... I use a small external hard drive, saving the file(s) as a .pst file. using the export feature in outlook. Then when I get to work I just tried to open that pst file within Outlook 2007 there and/or add another personal file. Doesn't seem to want to work. "Diane Poremsky [MVP]" wrote: how are you moving the updated contacts to the work computer? -- Diane Poremsky [MVP - Outlook] Author, Teach Yourself Outlook 2003 in 24 Hours Need Help with Common Tasks? http://www.outlook-tips.net/beginner/ Outlook 2007: http://www.slipstick.com/outlook/ol2007/ Outlook Tips by email: Outlook Tips: http://www.outlook-tips.net/ Outlook & Exchange Solutions Center: http://www.slipstick.com Subscribe to Exchange Messaging Outlook newsletter: "xSallyx" wrote in message ... I work from home and update contact information on my system, then go into the office once a week. I use a portable ext hard drive to transport updates info etc. I am running Windows XP Pro Office 2007 Pro (Outlook 2007) and the system at the office runs the same. I have developed a custom contact form. But I cannot figure out how to transfer the .pst file or update the system at the office without reloading all the custom fields manually. I tried to export and import the pst file but doesn't seem to work. Exported to a excel file but the custom fields will not import. The mapping, well, brother, do not know where and if to begin. The custom form is published and looks the same on both systems. We are not running exchange, the program is not shared at this point. Is there anyway to update outlook 2007 from one system to another with custom fields that anyone knows of and not be a programmer? Thanks Much, Sally |
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#7
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Found and copied the pst file from machine 1 using the search engine, outlook
closed. On machine 2 copied the form using tools - forms - choose forms - user templates in system. Published form. Went to tools - account settings - data settings - add - added the copied pst file from machine 1. Now another set of personal files appears. Contacts are there, but the standard contact form is used. Changed properties of this contact folder to use the custom form. The custom form appears on all contacts but with blank fields. Adding a new contact uses the new form. Tried making the new pst file the default file. Removed the current pst file from machine 2 utilizing only the copied pst file from machine 1. Adds the contacts but none of the custom field information. Sorry to be a pain, but thanking you for tackling this one! "Karl Timmermans" wrote: Rather than try and disect all the various steps you've followed, going to take this back to absolute basics just to confirm whether you can or cannot read/use the PST file from one computer on another To summarize: Objective for this exercise - Use PST from Machine #1 on Machine#2 via external HD (and vice-versa) Process: 1) Copy PST from machine #1 to ext HD (Outlook closed on machine #1) 2) on machine #2 - from Outlook file menu - Open Data File - select PST file on ext HD - does the PST file not open up? - if open, does the contact folder inside this PST file not appear? - if contact folder there - is the contact info not correct? This doesn't address using a common PST file on both machines etc - just whether or not you can access the same contact info on 2 machines. Please note - there is no requirement to go into your Account options or play with your default settings etc. Karl __________________________________________________ _ Karl Timmermans - The Claxton Group ContactGenie - Importer 1.3 / DataPorter 2.0 / Exporter "Power contact importers/exporters for MS Outlook '2000/2007" http://www.contactgenie.com "xSallyx" wrote in message ... Well, not sure where I am going wrong but this just hasn't seemed to want to work for me. I simply "copied" the pst file. Dropped it on the external hard drive and to a disc just because. Took it to the office. Opened Outlook 2007. Republished the custom form to be sure I had all custom fields etc. Opened the accounts menu, added the new data - pst file (did not make it the default). Outlook created new "personal file fields that included all but did not add custom fields. Went to properties, designated the correct form to use, still no luck. Tried to make the new pst data file the default and removed the pst at the office file. No, didn't want that either. The new custom form appears when trying to add a new contact so thats correct. I could not figure out how to create the custom contact folder designating the correct form BEFORE I tried to add the new pst file. Thinking maybe that was the issue. I only want the contacts portion of the pst file but can work around getting the whole enchalada if it would just bring in the contacts with the updated info and correct custom contact form. I tried other ways within outlook 2007 to "open" the file, but nothing seemed to work. The current list of contacts at the office remained in tack from last manually doing the updates. The new "personal" contact folders showed as a regular outlook contact form. No custom fields were filled. I tried removing the office pst file and only listing the new pst file from home. That was a no go too. Okay, so now I am on a mission! HELP! "Karl Timmermans" wrote: Some suggestions/alternatives that will save you a lot of heartburn: #1 - First and foremost, DO NOT use export for this scenario, absolutely no need for it (truth be told - have yet to find a valid reason for anyone to import/export PST files for any scenario). Also, as an aside, you can't import/export any custom fields using the Outlook import/export wizard. You'd need a 3rd party product (like one of the ones we provide) but in this case, simply not necessary, not recommended and would strongly advise staying away from anything "import/export" in this case. This of course assumes that contacts at work are NOT also being updated at the same time you are updating contacts at home. If that's the case, then the following items would work: Before continuing with alternatives, just a sidenote - there is nothing to prevent you from maintaining your PST file on an external drive and using that same PST file on both systems - just as long as everything is configured correctly (i.e. points to the correct PST file). That said...... #2 - If you want to maintain your primary PST file on the hard drive at work and update it at home "as a for instance" - all you need to do is the following: a) copy PST file from office to external drive b) at home, open the PST file on the external drive in Outlook c) update as necessary d) when back at work, copy PST file back to original location (with Outlook closed) e) open Outlook and you should be good to go #3 - If for some reason, you want to maintain a copy of this data on both hard drives (work and office) - simply copy PST file from external drive (this presumes you're using the same PST file name on both systems and that the custom form has been published to the folder to ensure that everything remains constant. Karl __________________________________________________ _ Karl Timmermans - The Claxton Group ContactGenie - Importer 1.3 / DataPorter 2.0 / Exporter "Power contact importers/exporters for MS Outlook '2000/2007" http://www.contactgenie.com "xSallyx" wrote in message ... I use a small external hard drive, saving the file(s) as a .pst file. using the export feature in outlook. Then when I get to work I just tried to open that pst file within Outlook 2007 there and/or add another personal file. Doesn't seem to want to work. "Diane Poremsky [MVP]" wrote: how are you moving the updated contacts to the work computer? -- Diane Poremsky [MVP - Outlook] Author, Teach Yourself Outlook 2003 in 24 Hours Need Help with Common Tasks? http://www.outlook-tips.net/beginner/ Outlook 2007: http://www.slipstick.com/outlook/ol2007/ Outlook Tips by email: Outlook Tips: http://www.outlook-tips.net/ Outlook & Exchange Solutions Center: http://www.slipstick.com Subscribe to Exchange Messaging Outlook newsletter: "xSallyx" wrote in message ... I work from home and update contact information on my system, then go into the office once a week. I use a portable ext hard drive to transport updates info etc. I am running Windows XP Pro Office 2007 Pro (Outlook 2007) and the system at the office runs the same. I have developed a custom contact form. But I cannot figure out how to transfer the .pst file or update the system at the office without reloading all the custom fields manually. I tried to export and import the pst file but doesn't seem to work. Exported to a excel file but the custom fields will not import. The mapping, well, brother, do not know where and if to begin. The custom form is published and looks the same on both systems. We are not running exchange, the program is not shared at this point. Is there anyway to update outlook 2007 from one system to another with custom fields that anyone knows of and not be a programmer? Thanks Much, Sally |
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#8
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My previous message identified only 2 steps (and one of those steps was to
copy the PST file to the ext hard drive) - no more - no less with questions about the results after step #2 which are repeated below for convenience: Process: 1) Copy PST from machine #1 to ext HD (Outlook closed on machine #1) 2) on machine #2 - from Outlook file menu - Open Data File - select PST file on ext HD - does the PST file not open up? - if open, does the contact folder inside this PST file not appear? - if contact folder there - is the contact info not correct? There is nothing in those 2 steps above that in any way asked about publishing forms, going to "account settings" etc etc etc and I didn't notice one answer to the 3 questions related to step #2. As for finding the original PST file that contains your contacts - all you need to do is right click on the root of the PST file from within Outlook -- Properties -- Advanced and look to see where the PST file is located (not to mention making sure that you are copying the right one). There can be any number of PST files on your system so anybody's guess as to what you may be copying from "search engine" results. Karl __________________________________________________ _ Karl Timmermans - The Claxton Group ContactGenie - Importer 1.3 / DataPorter 2.0 / Exporter "Power contact importers/exporters for MS Outlook '2000/2007" http://www.contactgenie.com "xSallyx" wrote in message ... Found and copied the pst file from machine 1 using the search engine, outlook closed. On machine 2 copied the form using tools - forms - choose forms - user templates in system. Published form. Went to tools - account settings - data settings - add - added the copied pst file from machine 1. Now another set of personal files appears. Contacts are there, but the standard contact form is used. Changed properties of this contact folder to use the custom form. The custom form appears on all contacts but with blank fields. Adding a new contact uses the new form. Tried making the new pst file the default file. Removed the current pst file from machine 2 utilizing only the copied pst file from machine 1. Adds the contacts but none of the custom field information. Sorry to be a pain, but thanking you for tackling this one! "Karl Timmermans" wrote: Rather than try and disect all the various steps you've followed, going to take this back to absolute basics just to confirm whether you can or cannot read/use the PST file from one computer on another To summarize: Objective for this exercise - Use PST from Machine #1 on Machine#2 via external HD (and vice-versa) Process: 1) Copy PST from machine #1 to ext HD (Outlook closed on machine #1) 2) on machine #2 - from Outlook file menu - Open Data File - select PST file on ext HD - does the PST file not open up? - if open, does the contact folder inside this PST file not appear? - if contact folder there - is the contact info not correct? This doesn't address using a common PST file on both machines etc - just whether or not you can access the same contact info on 2 machines. Please note - there is no requirement to go into your Account options or play with your default settings etc. Karl __________________________________________________ _ Karl Timmermans - The Claxton Group ContactGenie - Importer 1.3 / DataPorter 2.0 / Exporter "Power contact importers/exporters for MS Outlook '2000/2007" http://www.contactgenie.com "xSallyx" wrote in message ... Well, not sure where I am going wrong but this just hasn't seemed to want to work for me. I simply "copied" the pst file. Dropped it on the external hard drive and to a disc just because. Took it to the office. Opened Outlook 2007. Republished the custom form to be sure I had all custom fields etc. Opened the accounts menu, added the new data - pst file (did not make it the default). Outlook created new "personal file fields that included all but did not add custom fields. Went to properties, designated the correct form to use, still no luck. Tried to make the new pst data file the default and removed the pst at the office file. No, didn't want that either. The new custom form appears when trying to add a new contact so thats correct. I could not figure out how to create the custom contact folder designating the correct form BEFORE I tried to add the new pst file. Thinking maybe that was the issue. I only want the contacts portion of the pst file but can work around getting the whole enchalada if it would just bring in the contacts with the updated info and correct custom contact form. I tried other ways within outlook 2007 to "open" the file, but nothing seemed to work. The current list of contacts at the office remained in tack from last manually doing the updates. The new "personal" contact folders showed as a regular outlook contact form. No custom fields were filled. I tried removing the office pst file and only listing the new pst file from home. That was a no go too. Okay, so now I am on a mission! HELP! "Karl Timmermans" wrote: Some suggestions/alternatives that will save you a lot of heartburn: #1 - First and foremost, DO NOT use export for this scenario, absolutely no need for it (truth be told - have yet to find a valid reason for anyone to import/export PST files for any scenario). Also, as an aside, you can't import/export any custom fields using the Outlook import/export wizard. You'd need a 3rd party product (like one of the ones we provide) but in this case, simply not necessary, not recommended and would strongly advise staying away from anything "import/export" in this case. This of course assumes that contacts at work are NOT also being updated at the same time you are updating contacts at home. If that's the case, then the following items would work: Before continuing with alternatives, just a sidenote - there is nothing to prevent you from maintaining your PST file on an external drive and using that same PST file on both systems - just as long as everything is configured correctly (i.e. points to the correct PST file). That said...... #2 - If you want to maintain your primary PST file on the hard drive at work and update it at home "as a for instance" - all you need to do is the following: a) copy PST file from office to external drive b) at home, open the PST file on the external drive in Outlook c) update as necessary d) when back at work, copy PST file back to original location (with Outlook closed) e) open Outlook and you should be good to go #3 - If for some reason, you want to maintain a copy of this data on both hard drives (work and office) - simply copy PST file from external drive (this presumes you're using the same PST file name on both systems and that the custom form has been published to the folder to ensure that everything remains constant. Karl __________________________________________________ _ Karl Timmermans - The Claxton Group ContactGenie - Importer 1.3 / DataPorter 2.0 / Exporter "Power contact importers/exporters for MS Outlook '2000/2007" http://www.contactgenie.com "xSallyx" wrote in message ... I use a small external hard drive, saving the file(s) as a .pst file. using the export feature in outlook. Then when I get to work I just tried to open that pst file within Outlook 2007 there and/or add another personal file. Doesn't seem to want to work. "Diane Poremsky [MVP]" wrote: how are you moving the updated contacts to the work computer? -- Diane Poremsky [MVP - Outlook] Author, Teach Yourself Outlook 2003 in 24 Hours Need Help with Common Tasks? http://www.outlook-tips.net/beginner/ Outlook 2007: http://www.slipstick.com/outlook/ol2007/ Outlook Tips by email: Outlook Tips: http://www.outlook-tips.net/ Outlook & Exchange Solutions Center: http://www.slipstick.com Subscribe to Exchange Messaging Outlook newsletter: "xSallyx" wrote in message ... I work from home and update contact information on my system, then go into the office once a week. I use a portable ext hard drive to transport updates info etc. I am running Windows XP Pro Office 2007 Pro (Outlook 2007) and the system at the office runs the same. I have developed a custom contact form. But I cannot figure out how to transfer the .pst file or update the system at the office without reloading all the custom fields manually. I tried to export and import the pst file but doesn't seem to work. Exported to a excel file but the custom fields will not import. The mapping, well, brother, do not know where and if to begin. The custom form is published and looks the same on both systems. We are not running exchange, the program is not shared at this point. Is there anyway to update outlook 2007 from one system to another with custom fields that anyone knows of and not be a programmer? Thanks Much, Sally |
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Sorry, I have a way of getting ahead of myself, and, well, I am a girl so of
course nothing would be easy. I named this pst file uniquely, so I would know it is the correct one. (I only mentioned how I searched for it so you would know I did not use anything about Outlook to get to it). Copied to HD. Machine 2 - Added the pst file (from the HD) to accounts data setting in Outlook. Does open up. Creates another personal file folder section. Is not correct. Does not load the custom fields created. Sally "Karl Timmermans" wrote: My previous message identified only 2 steps (and one of those steps was to copy the PST file to the ext hard drive) - no more - no less with questions about the results after step #2 which are repeated below for convenience: Process: 1) Copy PST from machine #1 to ext HD (Outlook closed on machine #1) 2) on machine #2 - from Outlook file menu - Open Data File - select PST file on ext HD - does the PST file not open up? - if open, does the contact folder inside this PST file not appear? - if contact folder there - is the contact info not correct? There is nothing in those 2 steps above that in any way asked about publishing forms, going to "account settings" etc etc etc and I didn't notice one answer to the 3 questions related to step #2. As for finding the original PST file that contains your contacts - all you need to do is right click on the root of the PST file from within Outlook -- Properties -- Advanced and look to see where the PST file is located (not to mention making sure that you are copying the right one). There can be any number of PST files on your system so anybody's guess as to what you may be copying from "search engine" results. Karl __________________________________________________ _ Karl Timmermans - The Claxton Group ContactGenie - Importer 1.3 / DataPorter 2.0 / Exporter "Power contact importers/exporters for MS Outlook '2000/2007" http://www.contactgenie.com "xSallyx" wrote in message ... Found and copied the pst file from machine 1 using the search engine, outlook closed. On machine 2 copied the form using tools - forms - choose forms - user templates in system. Published form. Went to tools - account settings - data settings - add - added the copied pst file from machine 1. Now another set of personal files appears. Contacts are there, but the standard contact form is used. Changed properties of this contact folder to use the custom form. The custom form appears on all contacts but with blank fields. Adding a new contact uses the new form. Tried making the new pst file the default file. Removed the current pst file from machine 2 utilizing only the copied pst file from machine 1. Adds the contacts but none of the custom field information. Sorry to be a pain, but thanking you for tackling this one! "Karl Timmermans" wrote: Rather than try and disect all the various steps you've followed, going to take this back to absolute basics just to confirm whether you can or cannot read/use the PST file from one computer on another To summarize: Objective for this exercise - Use PST from Machine #1 on Machine#2 via external HD (and vice-versa) Process: 1) Copy PST from machine #1 to ext HD (Outlook closed on machine #1) 2) on machine #2 - from Outlook file menu - Open Data File - select PST file on ext HD - does the PST file not open up? - if open, does the contact folder inside this PST file not appear? - if contact folder there - is the contact info not correct? This doesn't address using a common PST file on both machines etc - just whether or not you can access the same contact info on 2 machines. Please note - there is no requirement to go into your Account options or play with your default settings etc. Karl __________________________________________________ _ Karl Timmermans - The Claxton Group ContactGenie - Importer 1.3 / DataPorter 2.0 / Exporter "Power contact importers/exporters for MS Outlook '2000/2007" http://www.contactgenie.com "xSallyx" wrote in message ... Well, not sure where I am going wrong but this just hasn't seemed to want to work for me. I simply "copied" the pst file. Dropped it on the external hard drive and to a disc just because. Took it to the office. Opened Outlook 2007. Republished the custom form to be sure I had all custom fields etc. Opened the accounts menu, added the new data - pst file (did not make it the default). Outlook created new "personal file fields that included all but did not add custom fields. Went to properties, designated the correct form to use, still no luck. Tried to make the new pst data file the default and removed the pst at the office file. No, didn't want that either. The new custom form appears when trying to add a new contact so thats correct. I could not figure out how to create the custom contact folder designating the correct form BEFORE I tried to add the new pst file. Thinking maybe that was the issue. I only want the contacts portion of the pst file but can work around getting the whole enchalada if it would just bring in the contacts with the updated info and correct custom contact form. I tried other ways within outlook 2007 to "open" the file, but nothing seemed to work. The current list of contacts at the office remained in tack from last manually doing the updates. The new "personal" contact folders showed as a regular outlook contact form. No custom fields were filled. I tried removing the office pst file and only listing the new pst file from home. That was a no go too. Okay, so now I am on a mission! HELP! "Karl Timmermans" wrote: Some suggestions/alternatives that will save you a lot of heartburn: #1 - First and foremost, DO NOT use export for this scenario, absolutely no need for it (truth be told - have yet to find a valid reason for anyone to import/export PST files for any scenario). Also, as an aside, you can't import/export any custom fields using the Outlook import/export wizard. You'd need a 3rd party product (like one of the ones we provide) but in this case, simply not necessary, not recommended and would strongly advise staying away from anything "import/export" in this case. This of course assumes that contacts at work are NOT also being updated at the same time you are updating contacts at home. If that's the case, then the following items would work: Before continuing with alternatives, just a sidenote - there is nothing to prevent you from maintaining your PST file on an external drive and using that same PST file on both systems - just as long as everything is configured correctly (i.e. points to the correct PST file). That said...... #2 - If you want to maintain your primary PST file on the hard drive at work and update it at home "as a for instance" - all you need to do is the following: a) copy PST file from office to external drive b) at home, open the PST file on the external drive in Outlook c) update as necessary d) when back at work, copy PST file back to original location (with Outlook closed) e) open Outlook and you should be good to go #3 - If for some reason, you want to maintain a copy of this data on both hard drives (work and office) - simply copy PST file from external drive (this presumes you're using the same PST file name on both systems and that the custom form has been published to the folder to ensure that everything remains constant. Karl __________________________________________________ _ Karl Timmermans - The Claxton Group ContactGenie - Importer 1.3 / DataPorter 2.0 / Exporter "Power contact importers/exporters for MS Outlook '2000/2007" http://www.contactgenie.com "xSallyx" wrote in message ... I use a small external hard drive, saving the file(s) as a .pst file. using the export feature in outlook. Then when I get to work I just tried to open that pst file within Outlook 2007 there and/or add another personal file. Doesn't seem to want to work. "Diane Poremsky [MVP]" wrote: how are you moving the updated contacts to the work computer? -- Diane Poremsky [MVP - Outlook] Author, Teach Yourself Outlook 2003 in 24 Hours Need Help with Common Tasks? http://www.outlook-tips.net/beginner/ Outlook 2007: http://www.slipstick.com/outlook/ol2007/ Outlook Tips by email: Outlook Tips: http://www.outlook-tips.net/ Outlook & Exchange Solutions Center: http://www.slipstick.com Subscribe to Exchange Messaging Outlook newsletter: "xSallyx" wrote in message ... I work from home and update contact information on my system, then go into the office once a week. I use a portable ext hard drive to transport updates info etc. I am running Windows XP Pro Office 2007 Pro (Outlook 2007) and the system at the office runs the same. I have developed a custom contact form. But I cannot figure out how to transfer the .pst file or update the system at the office without reloading all the custom fields manually. I tried to export and import the pst file but doesn't seem to work. Exported to a excel file but the custom fields will not import. The mapping, well, brother, do not know where and if to begin. The custom form is published and looks the same on both systems. We are not running exchange, the program is not shared at this point. Is there anyway to update outlook 2007 from one system to another with custom fields that anyone knows of and not be a programmer? Thanks Much, Sally |
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#1 - Request was not to add PST file via accounts data setting. It was to go to Outlook File Menu - Open -- Outlook Data File -- select the PST file from the external hard disk. That will include it automatically in the Outlook Nav window and the contact folder inside of it will appear under the contacts folder list. Will it appear to be a duplicate "Personal File Folder" - yes, because that what it was on the original system - so not an issue at all (has no impact on anything other than looking like a duplicate). You can do it via the Account settings - just not what was asked. In general, when going thru a trouble-shooting process, always a good idea to do exactly what is asked in the precise sequence it was requested otherwise, more often than not, just ends up wasting everyone's time. #2 - Once the contact folder is visible, some simple questions a) does it contain the contacts you're looking for? (custom form aside) b) is the default message class for that contact folder assigned to the custom form you want to use? c) was the custom form originally published to the folder? d) what message class appears when the contact is opened? Karl __________________________________________________ _ Karl Timmermans - The Claxton Group ContactGenie - Importer 1.3 / DataPorter 2.0 / Exporter "Power contact importers/exporters for MS Outlook '2000/2007" http://www.contactgenie.com "xSallyx" wrote in message ... Sorry, I have a way of getting ahead of myself, and, well, I am a girl so of course nothing would be easy. I named this pst file uniquely, so I would know it is the correct one. (I only mentioned how I searched for it so you would know I did not use anything about Outlook to get to it). Copied to HD. Machine 2 - Added the pst file (from the HD) to accounts data setting in Outlook. Does open up. Creates another personal file folder section. Is not correct. Does not load the custom fields created. Sally "Karl Timmermans" wrote: My previous message identified only 2 steps (and one of those steps was to copy the PST file to the ext hard drive) - no more - no less with questions about the results after step #2 which are repeated below for convenience: Process: 1) Copy PST from machine #1 to ext HD (Outlook closed on machine #1) 2) on machine #2 - from Outlook file menu - Open Data File - select PST file on ext HD - does the PST file not open up? - if open, does the contact folder inside this PST file not appear? - if contact folder there - is the contact info not correct? There is nothing in those 2 steps above that in any way asked about publishing forms, going to "account settings" etc etc etc and I didn't notice one answer to the 3 questions related to step #2. As for finding the original PST file that contains your contacts - all you need to do is right click on the root of the PST file from within Outlook -- Properties -- Advanced and look to see where the PST file is located (not to mention making sure that you are copying the right one). There can be any number of PST files on your system so anybody's guess as to what you may be copying from "search engine" results. Karl __________________________________________________ _ Karl Timmermans - The Claxton Group ContactGenie - Importer 1.3 / DataPorter 2.0 / Exporter "Power contact importers/exporters for MS Outlook '2000/2007" http://www.contactgenie.com "xSallyx" wrote in message ... Found and copied the pst file from machine 1 using the search engine, outlook closed. On machine 2 copied the form using tools - forms - choose forms - user templates in system. Published form. Went to tools - account settings - data settings - add - added the copied pst file from machine 1. Now another set of personal files appears. Contacts are there, but the standard contact form is used. Changed properties of this contact folder to use the custom form. The custom form appears on all contacts but with blank fields. Adding a new contact uses the new form. Tried making the new pst file the default file. Removed the current pst file from machine 2 utilizing only the copied pst file from machine 1. Adds the contacts but none of the custom field information. Sorry to be a pain, but thanking you for tackling this one! "Karl Timmermans" wrote: Rather than try and disect all the various steps you've followed, going to take this back to absolute basics just to confirm whether you can or cannot read/use the PST file from one computer on another To summarize: Objective for this exercise - Use PST from Machine #1 on Machine#2 via external HD (and vice-versa) Process: 1) Copy PST from machine #1 to ext HD (Outlook closed on machine #1) 2) on machine #2 - from Outlook file menu - Open Data File - select PST file on ext HD - does the PST file not open up? - if open, does the contact folder inside this PST file not appear? - if contact folder there - is the contact info not correct? This doesn't address using a common PST file on both machines etc - just whether or not you can access the same contact info on 2 machines. Please note - there is no requirement to go into your Account options or play with your default settings etc. Karl __________________________________________________ _ Karl Timmermans - The Claxton Group ContactGenie - Importer 1.3 / DataPorter 2.0 / Exporter "Power contact importers/exporters for MS Outlook '2000/2007" http://www.contactgenie.com "xSallyx" wrote in message ... Well, not sure where I am going wrong but this just hasn't seemed to want to work for me. I simply "copied" the pst file. Dropped it on the external hard drive and to a disc just because. Took it to the office. Opened Outlook 2007. Republished the custom form to be sure I had all custom fields etc. Opened the accounts menu, added the new data - pst file (did not make it the default). Outlook created new "personal file fields that included all but did not add custom fields. Went to properties, designated the correct form to use, still no luck. Tried to make the new pst data file the default and removed the pst at the office file. No, didn't want that either. The new custom form appears when trying to add a new contact so thats correct. I could not figure out how to create the custom contact folder designating the correct form BEFORE I tried to add the new pst file. Thinking maybe that was the issue. I only want the contacts portion of the pst file but can work around getting the whole enchalada if it would just bring in the contacts with the updated info and correct custom contact form. I tried other ways within outlook 2007 to "open" the file, but nothing seemed to work. The current list of contacts at the office remained in tack from last manually doing the updates. The new "personal" contact folders showed as a regular outlook contact form. No custom fields were filled. I tried removing the office pst file and only listing the new pst file from home. That was a no go too. Okay, so now I am on a mission! HELP! "Karl Timmermans" wrote: Some suggestions/alternatives that will save you a lot of heartburn: #1 - First and foremost, DO NOT use export for this scenario, absolutely no need for it (truth be told - have yet to find a valid reason for anyone to import/export PST files for any scenario). Also, as an aside, you can't import/export any custom fields using the Outlook import/export wizard. You'd need a 3rd party product (like one of the ones we provide) but in this case, simply not necessary, not recommended and would strongly advise staying away from anything "import/export" in this case. This of course assumes that contacts at work are NOT also being updated at the same time you are updating contacts at home. If that's the case, then the following items would work: Before continuing with alternatives, just a sidenote - there is nothing to prevent you from maintaining your PST file on an external drive and using that same PST file on both systems - just as long as everything is configured correctly (i.e. points to the correct PST file). That said...... #2 - If you want to maintain your primary PST file on the hard drive at work and update it at home "as a for instance" - all you need to do is the following: a) copy PST file from office to external drive b) at home, open the PST file on the external drive in Outlook c) update as necessary d) when back at work, copy PST file back to original location (with Outlook closed) e) open Outlook and you should be good to go #3 - If for some reason, you want to maintain a copy of this data on both hard drives (work and office) - simply copy PST file from external drive (this presumes you're using the same PST file name on both systems and that the custom form has been published to the folder to ensure that everything remains constant. Karl __________________________________________________ _ Karl Timmermans - The Claxton Group ContactGenie - Importer 1.3 / DataPorter 2.0 / Exporter "Power contact importers/exporters for MS Outlook '2000/2007" http://www.contactgenie.com "xSallyx" wrote in message ... I use a small external hard drive, saving the file(s) as a .pst file. using the export feature in outlook. Then when I get to work I just tried to open that pst file within Outlook 2007 there and/or add another personal file. Doesn't seem to want to work. "Diane Poremsky [MVP]" wrote: how are you moving the updated contacts to the work computer? -- Diane Poremsky [MVP - Outlook] Author, Teach Yourself Outlook 2003 in 24 Hours Need Help with Common Tasks? http://www.outlook-tips.net/beginner/ Outlook 2007: http://www.slipstick.com/outlook/ol2007/ Outlook Tips by email: Outlook Tips: http://www.outlook-tips.net/ Outlook & Exchange Solutions Center: http://www.slipstick.com Subscribe to Exchange Messaging Outlook newsletter: "xSallyx" wrote in message ... I work from home and update contact information on my system, then go into the office once a week. I use a portable ext hard drive to transport updates info etc. I am running Windows XP Pro Office 2007 Pro (Outlook 2007) and the system at the office runs the same. I have developed a custom |