move custom forms to new ol03 install

[jeffrey]

i have a number of custom forms that was using in OL03. i have reinstalled
OL03 on a new computer. i imported the .pst file into the existing, new,
personal folder. all the contacts and email are there. but not the custom
forms.

i have access to the old drive/files, but cann't run the old install of
outlook. what files do i need, where to find them, and how to get the new
OL03 to recognize them?

thanks,
jeffrey

 

[Sue Mosher [MVP-Outlook]]

If you published the forms to your Personal Forms library, then you never should have imported the .pst file. Instead, you should have created a new Outlook profile, add that old .pst file to it, and made it the default store for that profile. If you do that, all your data, forms, custom views, rules, etc. will be available.

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

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

 

[jeffrey]

sue, thanks for the reply.
there was a new outlook profile (outlook.pst) created when outlook was
installed. it had nothing in it when i imported. i don't know what is meant
by "add the old .pst". i only see an option to import/export.

jeffrey


If you published the forms to your Personal Forms library, then you never
should have imported the .pst file. Instead, you should have created a new
Outlook profile, add that old .pst file to it, and made it the default store
for that profile. If you do that, all your data, forms, custom views, rules,
etc. will be available.

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

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

 

[Sue Mosher [MVP-Outlook]]

File | Data File Management. Or go through the Mail applet in Control Panel, which has a different interface.

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

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

 

[jeffrey]

add info: to clarify, when i did the "import" it asked if i wanted to add
duplicates, overwrite, etc. if this was the wrong thing to do, darn, i
thought that i was being so good, figuring it out this way.

so, at this point, for next time, (there will be a next time), 1. how do i
"add" rather than 'import".
2. is there a way to rectify the situation, without wiping out my now
changed .pst (some changes to contacts, added email, calendar). perhaps the
simplest thing is to open a contact (which is using the desired custom
form), do "design this form" , delete the data from the fields, and publish
the empty form under the old name? then do a contact form conversion so that
they all are using the properly named form?

jeffrey

If you published the forms to your Personal Forms library, then you never
should have imported the .pst file. Instead, you should have created a new
Outlook profile, add that old .pst file to it, and made it the default store
for that profile. If you do that, all your data, forms, custom views, rules,
etc. will be available.

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

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

 

[Sue Mosher [MVP-Outlook]]

1) There is an Add button in the File | Data File Management dialog. Add your old .pst file and make it the default. Restart Outlook. Once you do that, all your old forms and data will be available. You can move any items you've created or modified since the move over into your old .pst file and close the new one.

2) If the contacts are using the desired form, then what's the real issue? Your original post said the custom forms aren't there.

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

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

 

[jeffrey]

wahooo! i think it is fixed. i took your advice about adding the old .pst,
to a newly created personal files (1)folder. then, and i may miss a few
steps relating this, i right clicked on the current contacts folder> forms
management>opened the forms from the new personal files(1) contact folder,
found the forms, saved (copied?) them to the forms folder. then when i went
to the current personal folders>contact>folder management they are there.
and available for new contacts.

the forms are now shown under "no category name" and "no subcategory name"
in the forms management. would be nice to have them show up (in case, in
future, i don't remember this quirk) directly.

if you have a suggestion for making that happen, fine. otherwise i will play
around with later (and hopefully not make the situation worse ).

thanks for the help,

jeffrey



File | Data File Management. Or go through the Mail applet in Control Panel,
which has a different interface.

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

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

 

[jeffrey]

we seem to be posting at the same time.

2) problem was, that the existing contacts were viewing in the custom form,
but if i tried to enter a new contact, the .ipm form was used. i couldn't
find the custom forms to try reinstalling them and make them available for
new contacts.

jeffrey
1) There is an Add button in the File | Data File Management dialog. Add
your old .pst file and make it the default. Restart Outlook. Once you do
that, all your old forms and data will be available. You can move any items
you've created or modified since the move over into your old .pst file and
close the new one.

2) If the contacts are using the desired form, then what's the real issue?
Your original post said the custom forms aren't there.

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

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

 

[Sue Mosher [MVP-Outlook]]

If you want categories on your forms, you'll need to add them on the (Properties) page, then republish.

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

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

 

[Sue Mosher [MVP-Outlook]]

But now you have the custom form, right? It sounds like you didn't make the custom form the default for the folder, so that new items would use it. See http://www.outlookcode.com/d/newdefaultform.htm

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

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

 

[jeffrey]

didn't occur that it was referring to contact categories. i don't have the
forms set up with categories already entered. nor do i want them defaulting
to a category. i don't know how categories entered the picture.

jeffrey
If you want categories on your forms, you'll need to add them on the
(Properties) page, then republish.

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

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

 

[jeffrey]

this is what i was trying to refer to, the default form. perhaps i didn't
use the correct terminology. the problem was that i couldn't make the custom
form as the default (as it was in the older .pst) because it wasn't
available in the new .pst. nor could i find them in forms management. now,
as i mentioned, after having the older .pst open, i could find them there,
and save them to the forms folder, so the new .pst can also find them and i
set them as the default. in the new .pst.

as i referred to in the post above, i don't know why they now appear in the
new .pst, below 2 levels of "unnamed categories", when they just appeared
on their own, under personal forms, with no referrence to categories in the
old .pst.

jeffrey
But now you have the custom form, right? It sounds like you didn't make the
custom form the default for the folder, so that new items would use it. See
http://www.outlookcode.com/d/newdefaultform.htm

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

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

 

[Sue Mosher [MVP-Outlook]]

I understood this statement to mean that you wanted to adopt a form categorization scheme:

You don't have to organize forms by category. That's an option in that dialog.
--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003

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

 

[jeffrey]

well, i missed that option setting. have no idea how it happened. at some
point i will try to figure out how to correct it, and get the forms out from
under their categories.

jeffrey


I understood this statement to mean that you wanted to adopt a form
categorization scheme:

You don't have to organize forms by category. That's an option in that
dialog.
--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003

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