Migrate Microsoft Outlook data to Virtual Office CS or SaaS
Complete the following multi-part procedure to export PST files from a local installation of Microsoft Outlook and then import the PST files into the Virtual Office CS or Software as a Service (SaaS) installation of Outlook.
Part 1: Export data from your local installation of Microsoft Office
Follow these steps to export PST files from a local or network installation of Microsoft Outlook. The steps needed to do this vary depending on the version of Outlook that is installed on your computer.
For Outlook 2021 and 2010
- Create a folder on your local hard drive namedOutlookbackups.
- Double-click theComputeror theMy Computericon.
- Double-click theC:\drive.
- SelectFile,New, thenFolder.
- Name the folderOutlookbackups.
- Open your local installation of Microsoft Outlook 2021 or 2010.
- Select theFiletab,Open, then selectImport.
- In theImport and Export Wizard, selectExport to a file, then selectNext.
- In the Create a file of type list, selectOutlook Data File (.pst), then selectNext.
- In theSelect the folder to export from list, select the Outlook folder that includes the data you want to export.noteIf you select the top-level folder, Outlook will export all mail and contacts.
- Mark theInclude subfolderscheckbox, then selectNext.
- Select theBrowsebutton and go to theC:\Outlookbackupsfolder, which you created in step 1.
- EnterOutlook PST backupin theFile namefield, then selectOK.noteEntering a more specific name for the PST will let you identify the file when you import it into Virtual Office CS or Software as a Service (SaaS) Outlook.
- SelectFinish.
- You can enter a password for the PST file, then selectOK. If you don't want to password protect the PST file, leave the fields blank and selectOK.Depending on the size of the PST file, it may take several minutes for Outlook to create the export file.
- To export extra PST files or contacts, repeat steps 3 – 11 of this procedure. In step 9, be sure to enter a unique name for the export file.
- Close the local installation of Microsoft Outlook.noteIf you don't close the local installation of Outlook, you might not be able to import the PST files into Virtual Office CS or Software as a Service (SaaS) Outlook. If this happens, you'll receive a message stating that Outlook couldn’t access the PST file when you try to import the file.
Part 2: Importing PST files into Virtual Office CS or Software as a Service (SaaS) Outlook 2021
Complete the following procedures to import local Outlook data into Outlook 2021 in the Virtual Office CS or Software as a Service (SaaS) environment.
Open Outlook 2021 through Virtual Office CS or Software as a Service (SaaS)
- Select theApplicationslink in the navigation pane.noteIf you don't see this link, you don't have access to applications through your portal.
- Select the Microsoft Outlook 2021 icon.
Create your email account and configure Outlook 2021
note
Complete this procedure only if the Microsoft Outlook 2021 Startup wizard opens when you open Outlook 2021 through Virtual Office CS or Software as a Service (SaaS). If the wizard didn't open, skip to
Set up the PST file
. If this is the 1st time you opened Outlook 2021 through Virtual Office CS or Software as a Service (SaaS), the Microsoft Outlook 2021 Startup wizard opens. Follow these steps to create your email account and configure Outlook.
- In the wizard, selectNext.
- In the Email Accounts page, leaveYesselected to indicate that you want to create an email account.
- SelectNext.
Set up the PST file
- Select theFiletab.
- With Info selected, select theAccount Settingsicon, then selectAccount Settings.
- Select theData Filestab.
- SelectAdd.
- In theCreate or Open Outlook Data Filewindow, enter the name of the new PST file in theFile namefield.
- Optional: Mark theAdd optional passwordcheckbox if you want to create a password for the PST file.
- SelectOK.
- Repeat steps 4 – 6 to create folders for more PST files or contacts that you will import.
- SelectClose.
Import the PST data
- Select theFile, chooseOpen, then selectImport.
- In theImport and Export Wizardwindow, selectImport from another program or fileand selectNext.
- In the Select file type to import from list, selectOutlook Data File (.pst), thenNext.
- Select theBrowsebutton, select the Folders arrow, then selectComputerto view your local and network drives.
- Go to theOutlookbackupsfile on your localC:\drive, select the PST file, and selectOpen.note
- In the Virtual Office CS or Software as a Service (SaaS) environment,C$onClient (V:)is your localC:\drive.
- If you entered a password for the PST file, you'll need to enter the password before Outlook will let you import the file.
- SelectNext.
- In theSelect the folder to import from list, select the folder into which Outlook should import the data from the PST file.
- Mark theInclude subfolderscheckbox, select theImport items into the same folder inoption, andOutlook Data Filedisplays in the dropdown list.
- SelectFinish.Depending on the size of the PST file, it may take several minutes for Outlook to import the data.
- Repeat this procedure to import data for any extra PST files.