Outlook rules on server vs local

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Guest

We are upgrading our company from Office 2000 to Office 2003 soon and which
obviously includes Outlook to 2003 as well. Is there a site or spreadsheet
or something somewhere that lists what rules when created are stored on the
server and what rules when created are stored locally on C drive of computer?
We are concerned about rules being lost in upgrade and want to be proactive.
Thank you!
 
Jim Bud said:
We are upgrading our company from Office 2000 to Office 2003 soon and
which obviously includes Outlook to 2003 as well. Is there a site or
spreadsheet or something somewhere that lists what rules when created
are stored on the server and what rules when created are stored
locally on C drive of computer? We are concerned about rules being
lost in upgrade and want to be proactive. Thank you!
Click to expand...

If your mailbox is on an Exchange server, then ALL rules are stored on the
server, even though some may be server rules and others client rules. If
your mailbox is a PST, then ALL rules are stored there and none are server
rules.

See http://www.slipstick.com/rules/serverbased.htm
 
Cool, thanks Brian for the quick and helpful answer!! As for other issues,
are there any other settings or configs within Outlook that will be lost in
the upgrade to Outlook 2003 even though Migrate settings is selected in the
CIW that you know of or a site explaining this? I have searched and haven't
had much luck.
 
Went to that site you have below and not sure if I get the same out of it.
What about the second paragraph and the section that says ...

"Some rules created with IA run only on the client. Many rules created with
Rules Wizard run from the server. ***Whether a rule is server-based or
client-based depends, not on the tool you use to create it, but on the exact
conditions and actions for that rule.***"
 
Outlook 2002 and 2003 store all rules on the server. Whether a rule actually
run on the server or only when the client is opened depends on the actions
in the rule.

BTW - Inbox assistant does not run if you use Rules Wizard.

--
Diane Poremsky [MVP - Outlook]
Author, Teach Yourself Outlook 2003 in 24 Hours
Coauthor, OneNote 2003 for Windows (Visual QuickStart Guide)
Author, Google and Other Search Engines (Visual QuickStart Guide)



Join OneNote Tips mailing list: http://www.onenote-tips.net/
 
Jim Bud said:
Cool, thanks Brian for the quick and helpful answer!! As for other
issues, are there any other settings or configs within Outlook that
will be lost in the upgrade to Outlook 2003 even though Migrate
settings is selected in the CIW that you know of or a site explaining
this? I have searched and haven't had much luck.
Click to expand...

When I upgraded from OL 2000 to OL 2003, I lost nothing. To be safe, make a
copy of any PSTs you have (with Outlook closed).
 
Jim Bud said:
Went to that site you have below and not sure if I get the same out
of it. What about the second paragraph and the section that says ...

"Some rules created with IA run only on the client. Many rules
created with Rules Wizard run from the server. ***Whether a rule is
server-based or client-based depends, not on the tool you use to
create it, but on the exact conditions and actions for that rule.***"
Click to expand...

If I understand your question, that says that it's not how you created the
rule that counts, it's the rules conditions and actions that determine
whether it's server- or client-based.
 
That is right Brian, exactly what I am asking.

Brian Tillman said:
If I understand your question, that says that it's not how you created the
rule that counts, it's the rules conditions and actions that determine
whether it's server- or client-based.
Click to expand...
 
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