Migrating to Exchange Server

[Guest]

I'm not new to Outlook, but I am new to Exchange Server. I've used Outlook
independently for many years, and now our office is in initial planning
stages to implement Outlook 2003 system-wide using an Exchange Server.
Previously, all my data was kept in .pst files on my PC. I understand that
the data is now kept remotely with Exchange Server.

Ideally, I'd like to keep two separate files, one for personal data and one
for business data. I'd like to continue to syncronize (ActiveSync via USB)
only the data in my personal .pst file with my PDA. That would contain my
calendar, tasks, and contacts.

The business data on the Exchange Server would consist of official data
including all email and my public calendar. I figure that I could always
drag and drop appointments or email to my personal .pst file if I want to
synchronize them on my PDA.

So, there appears to be a conflict: I want to use my personal .pst file as
the default file so it is chosen for synchronization with the PDA. But, I
sense that the exchange server needs to be the default file in order to
receive email and allow access for the public calendar. Is my assumption
correct? Or is there a way to set up Outlook to do both. I know that
ActiveSync can only synchronize a single calendar. Any help would be
appreciated.

 

[Sue Mosher [MVP-Outlook]]

There really isn't a way to set up Outlook and ActiveSync to do what you want. Since you're using Exchange, you need to make the Exchange mailbox your primary delivery location.

--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003

and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers

 

[Brian Tillman]

I'm not new to Outlook, but I am new to Exchange Server. I've used
Outlook independently for many years, and now our office is in
initial planning stages to implement Outlook 2003 system-wide using
an Exchange Server. Previously, all my data was kept in .pst files on
my PC. I understand that the data is now kept remotely with Exchange
Server.

Ideally, I'd like to keep two separate files, one for personal data
and one for business data. I'd like to continue to syncronize
(ActiveSync via USB) only the data in my personal .pst file with my
PDA. That would contain my calendar, tasks, and contacts.

ActiveSync will sync whatever message store is your delivery location.
Usually in an Exchange environment, that's Exchange. You could flip things
around and keep your personal stuff on the Exchange server and your business
stuff in a PST, but the company would probably have trouble with that.
Moreover, if you have both an Exchange account and a personal account (POP)
in Outlook, everything will be delivered to the same message store for both
accounts and you'll need to use rules to sort it out.

I think your best approach would be to have two mail profiles - one for work
and one for personal stuff - and sych your PDA with the personal profile
only. That profile will contain your POP account and point to a PST. The
other profile will contain your Exchange account and use the Exchange
mailbox as the delivery location.

 

[Guest]

Thanks to Sue and Brian. Your support was extremely helpful.

One more question if I procede with multiple profiles: Can I have both
profiles open simultaneously if I want to drag and drop items (i.e.
appointments, contacts, email, etc.) from one profile to the other?

Joe

 

[Brian Tillman]

One more question if I procede with multiple profiles: Can I have
both profiles open simultaneously if I want to drag and drop items
(i.e. appointments, contacts, email, etc.) from one profile to the
other?

You can't. However, you can have your personal PST defined in the work
profile so that its contents is available in that profile. You'll be able
to drag-and-drop from work to personal and back again. You'll need to use
the personal profile in order to sync with your PDA, however, since it's
only the personal data you want on your PDA.

 

[Guest]

Thank you for providing an excellent work-around!