Topics in this chapter   Planning an Upgrade     Upgrading from Previous Versions     Upgrading from Older Versions of Messaging Clients     Upgrading from Schedule+     Sharing Information with Other Versions or Applications     Upgrading to Outlook 2002 Security     Reverting to a Previous Installation

Upgrading From Older Versions of Messaging Clients

Microsoft Outlook 2002 provides a convenient upgrade path from Microsoft Exchange Client and Microsoft Mail 3.x for Windows. By upgrading to use Outlook as your messaging client, you can provide improved features and better integration with other Office applications.

Upgrading from Microsoft Exchange Client

Because both Microsoft Outlook 2002 and Microsoft Exchange Client are MAPI­compatible applications, Outlook can completely replace Exchange Client. Except for changes in the user interface and other features, you can continue working with e-mail messages in Outlook in the same way that you work with e-mail messages in Exchange Client.

Outlook 2002 uses the same profile and other configuration information, and Outlook can use all Exchange Client extensions and custom forms. Because of this compatibility, users can exchange e-mail messages, and they can share public folders with Exchange Client users. Some exceptions are described in the following sections.

Toolbox   Outlook is not designed to run on the same computer as Exchange Client, but the Office Resource Kit includes the SwitchForms utility that allows you to run both Outlook and Exchange Client on the same computer. For more information about installing SwitchForms, see the Microsoft Office 97/98 Resource Kit Web site at http://www.microsoft.com/office/ork/home.htm.For more information about installing SwitchForms, see the Microsoft Office 97/98 Resource Kit Web site.

Unless you specify a profile, when you run Outlook 2002 for the first time, it uses the default e-mail profile to open your Personal Address Book (PAB) and personal folders, and it connects to the Exchange server and any other services that you specify in that profile.

Whether you configure the profile to deliver e-mail messages to the Inbox on the Exchange Server or to the Inbox in personal folders, Outlook 2002 continues to accept new e-mail in the same Inbox folder. After you install Outlook, you work with the same Inbox, Outbox, Sent Items, Deleted Items, and any other personal folders used by the Microsoft Exchange Client profile.

Tip   To make the new user interface of Outlook 2002 look more like the Exchange Client user interface, you can view the Outlook folder list by using the Folder List command (View menu). Later, you can choose to hide the folder list and then use the Outlook Bar exclusively for quick access to Outlook functions and Microsoft Windows folders.

Outlook 2002 starts with the same profile configuration as Exchange Client, except that a new information service is added to the Outlook 2002 default profile. This allows Outlook and any other Messaging Application Programming Interface (MAPI) applications to use the Outlook Contacts folder as an e-mail address book. Outlook 2002 can also do the following:

• Recognize any folder views you define.
  
  
• Maintain the read or unread message status.

Note    The Microsoft Office Resource Kit for Office 97/98 provides additional upgrading and file-sharing information for Microsoft Exchange Client, including information about Exchange Client folders and views, client forms, and extensions. For more information, see Microsoft Office 97/98 Resource Kit Web site at http://www.microsoft.com/office/ork/home.htm.

Upgrading from Microsoft Mail 3.x for Windows

Microsoft Outlook 2002 provides all the features of Microsoft Mail 3.x for Windows, and it provides many additional features, such as:

• Integrated calendar functions with contact, journal, and task items
  
  
• Multiple views of messages
  
  
• Custom view capabilities
  
  
• Message handling rules
  
  
• Custom form creation
  
  
• Advanced printing options

Note   Because Outlook 2002 runs only on Microsoft Windows 98, Microsoft Windows Millennium Edition, Microsoft Windows NT® Workstation 3.51 or later, and Microsoft Windows 2000, Microsoft Mail 3.x for Windows users running Windows 3.11 or Windows for Workgroups must upgrade to a new version of Windows before upgrading to Outlook 2002.

Outlook 2002 can serve as a complete replacement for Microsoft Mail 3.x for Windows. Except for changes in the user interface and other features, you can work with e-mail in Outlook in the same way that you work with Microsoft Mail 3.x for Windows.

Outlook 2002 uses the same MSMail.ini file and other configuration information; and Outlook can use all Microsoft Mail 3.x for Windows add­ins and custom forms. This means that you can share information with Microsoft Mail 3.x for Windows users by sending e-mail back and forth or by making messages available in shared folders. However, Outlook 2002 e-mail messages might not appear the same to users of Microsoft Mail 3.x for Windows.

Tip   To make the Outlook user interface look more like the user interface of Microsoft Mail 3.x for Windows, you can view the Outlook folder list by using the Folder List command (View menu). Later, you can choose to hide the folder list and then use the Outlook Bar exclusively for quick access to Outlook features and Windows folders.

Importing Microsoft Mail files

After Outlook is installed, you must import the contents of the Microsoft Mail File (MMF). The MMF stores your e-mail messages, attachments, and personal address book (PAB). You can store the MMF in the post office folder in the MMF directory, or you can move the MMF to your hard disk or a network location.

If the MMF is in the post office, you must first connect to the post office with Microsoft Mail 3.x for Windows, and you then move the MMF either to your hard disk or to an accessible network location before importing the contents by using Outlook.

To move the MMF from the post office to a hard disk

1. On the Microsoft Mail 3.x for Windows Mail menu, click Options.
   
   
2. Click Server.
   
   
3. Click Local, and then enter a file name for your MMF.
   
   
4. After the MMF is on your hard disk or stored on a network server, you can import its contents to an Outlook personal folder.

To import the MMF to a personal folder in Outlook

1. On the Outlook File menu, click Import and Export.
   
   
2. Select Import from another program or file, and then click Next.
   
   
3. In the Select file type to import from box, select Microsoft Mail File (.mmf), and then click Next.
   
   
4. In the File name box, enter the name of the MMF to import, and then click Open.
   
   
5. Enter the password (if requested), and then select both the Import messages and Import personal address book entries check boxes.
   
   
6. To store messages in existing personal folders, click Put the messages into existing Personal Folders, and then click the folder you want.

   – or –

   To create a new personal folders store, click Put the messages into new Personal Folders, and then enter the path name. To display the new folders in the folder list, click Display new Personal Folders. Outlook creates the new personal folders and adds them to your profile.

   Outlook imports the messages and PAB entries from the MMF.

If you have used multiple information services such as AT&T or CompuServe for e-mail messages, you might have multiple PAB files in the MMF. When you import the MMF with the Import and Export command, you can choose which PABs to import.

When you import an MMF, consider the following:

• If there is a network failure, Outlook retries the network connection four times in the first two seconds, and then repeats this process every 10 minutes. A message is displayed during the 10-minute retry period.
  
  
• Any errors while importing the MMF are logged to a file in the client directory with the same file name as the MMF and the file name extension .log. You can view the .log file in Notepad or any other text editor.

Note   When you begin using Outlook, there is no easy way to transfer new messages back to an MMF or a mailbag file. You can copy the messages to a shared folder, and then you can retrieve them with your old client. However, this does not guarantee privacy.

Avoiding duplicate e-mail messages

In Microsoft Mail, you can keep a copy of all of the e-mail messages in your Inbox in the post office on the server. If you migrate to Microsoft Exchange Server, these messages might be duplicated because during migration the Inbox in the post office is copied to your Microsoft Exchange Server folders, and you also import the messages from the local MMF by using Outlook.

To avoid duplicate messages, on the Microsoft Mail 3.x for Windows Mail menu, click Options. In the Server dialog box, clear the Copy Inbox on Postoffice for Dialin Access check box.

Migrating to Microsoft Exchange Server

If you plan to migrate your workgroup from Microsoft Mail 3.x to Microsoft Exchange Server, upgrading to Outlook 2002 is a good intermediate step because Outlook works with both e-mail applications. Microsoft Mail 3.x users can use Outlook 2002 while they continue to work with Microsoft Mail 3.x post office.

Later, when you upgrade the post office to Microsoft Exchange Server, these users only need to change their profiles to continue to use Outlook. This allows you to manage the upgrade of the user interface and the upgrade of the e-mail system separately.

The process of migrating users from Microsoft Mail 3.x post offices to Microsoft Exchange Server involves more than upgrading e-mail client software, and it is beyond the scope of the Microsoft Office XP Resource Kit. The Microsoft Exchange Server CD contains a document that takes you through all the planning and implementation steps necessary to migrate users from Microsoft Mail 3.x to Microsoft Exchange Server. The document title is "Migrating from Microsoft Mail for PC Networks," and you can find it on the Microsoft Exchange Server CD in Migrate\Docs\Msmailpc.doc.

This document discusses upgrading Microsoft Mail 3.x users to Exchange Client, and the information also applies to Outlook, because you can use Outlook as a direct replacement for Exchange Client. Review this document thoroughly if you plan to move your workgroup to Microsoft Exchange Server.

See also

You have a wide range of options for customizing Outlook 2002 installation for your users. For more information about Outlook customization features, see Customizing an Outlook Installation.

You can install Outlook 2002 separately from the rest of Office XP. For more information, see Determining When to Install Outlook.