Outlook 2003 rules

[Chris]

1. once a rule is created and if it's not mark as client-only then it's
server side rule?

2. do I have the option to set up server side or client side rules? For
example, I'd like to set up a rule which will move a copy of emails I sent to
certain people to a specific folder under mailbox, not PST. At the end of
creation it says it's a client side rule. But I'd to make it server side so
when sending email from Citrix or OWA it triggers the rule too. Is it
possible?

3. How does Outlook decide if a rule is server side or client side? based
on its function?

4. are there some rules can be either server-side or client-side upon your
selection? Or you can convert it to the other if you wish?

Thanks.

 

[F.H. Muffman]

1. once a rule is created and if it's not mark as client-only then

it's server side rule?

Yes. Rules are either client side or server side.

2. do I have the option to set up server side or client side rules?
For example, I'd like to set up a rule which will move a copy of
emails I sent to certain people to a specific folder under mailbox,
not PST. At the end of creation it says it's a client side rule. But
I'd to make it server side so when sending email from Citrix or OWA it
triggers the rule too. Is it possible?

Yes, but not in a way you like. Something in the rule makes it client side
vs. server side, so, if you want to know which it is, either look at the
answer to #3 or write out exactly what your rule says here (feel free to
obscure email addresses tho).

3. How does Outlook decide if a rule is server side or client side?
based on its function?
http://www.slipstick.com/rules/serverbased.htm

4. are there some rules can be either server-side or client-side upon
your selection? Or you can convert it to the other if you wish?

Add the condition 'on this machine only' to make a server-side rule client
side only, or remove what ever makes it client side only to make it a server
based rule.

 

[Chris]

F.H.,
Thanks for your reply. Now, I understand more. But still don't know if
there is an answer for my user's request. Here is what I want to achive.

The user wants: every email he sent to (e-mail address removed) will get a
copy into a folder called Otherfirm in his Inbox.

We set up a rule which is a client-only rule with his Outlook 2003
profile. It works fine as long as his Outlook is open. But the problem is
that he travels a lot and uses Citrix and OWA. We have to set up the same
rule for his Outlook on Citrix and OWA. It works but wants to reduce them
for easy administration.

So, I'm looking for a option which will work for all three conditions.
Plus, he uses a laptop so can't keep it running Outlook while he's not in the
office. We have to set up another desktop for him just for that.

Thanks.

 

[Chris]

Thanks.

Nope. Rules on Sending messages are client side only. However, rather than
putting it into a folder, just set up a search folder that shows all mail
to/from the person you want to see mail to/from and use that. Don't worry
about putting the sent item in the Sent Items folder vs. some other folder,
so long as you're running Exchange 2k3 or higher... and.. well, heck, let
me quote, because this is kinda odd:

"Custom Search folders that a user has created in Microsoft Office Outlook
will not be visible unless they have been initialized on the server that
is hosting the user's mailbox. Search folders that are created in Outlook
when users are working in Online mode are automatically initialized on the
server. Search folders that are created in Outlook when users are working
in Cached mode are not initialized on the server and will not be visible
in Outlook Web Access. To initialize these folders on the server, switch
Outlook to Online mode and open each of the Search folders. You can then
switch back to Cached Exchange mode."

Otherwise, you're looking at having someone write some code on the Exchange
side to move the messages for you, which seems a bit overkill for what can
be achieved with a Search folder and training. Everyone I've ever shown
the functionality of Search Folders has been thrilled.