Microsoft Office 2021 upgrade

Actions required before upgrade on January 5, 2025

If your firm is using Microsoft Exchange hosted on Virtual Office CS or SaaS, there is no action required prior to the upgrade.
If your firm is using Microsoft Exchange
not hosted
on Virtual Office CS or SaaS, potential backup action is required. See the
Backup Steps
section for instructions.
If your firm is using non-Microsoft Exchange accounts (POP/IMAP), backup action is required.  

Save your account settings (for non-Microsoft Exchange users)
Sign in to NetStaff CS and open your Virtual Office Microsoft Outlook application.
note
If you access your Virtual Office CS applications directly through the Remote Desktop application or the Windows app for macOS users, open Remote Desktop app or Windows app to sign in to Virtual Office CS.
Go to
File
, then
Account Settings
.
Double-click your email account.
Take a screenshot or copy of your
POP and IMAP Account Settings
screen and save for after the upgrade.
Repeat the same steps for every Microsoft Outlook user profile (email address) you have set up in Virtual Office CS / SaaS.
Export your data (for non-Microsoft Exchange users and Microsoft Exchange NOT hosted by Virtual Office CS/SaaS users)
In Outlook, select the 3-dots menu at the bottom of the screen, then select
Folders
.
If the Folders view shows
(This computer only)
for any items you actively use, follow the rest of the instructions, otherwise you can stop here.
In Outlook, select the
File
menu, then
Open & Export
, then
Import/Export
.
On the Import and Export Wizard select
Export to a file
then
Next
.
Choose
Outlook Data File (.pst)
and select
Next
.
We recommend that you select the entire account and export everything. You can choose to backup only individual items such as the Calendar, but you would have to repeat this step for other items like Contacts and Notes. Highlight the choice and select
Next
.
The default save location is Y:\OfficeDocs\<username>\My Documents\Outlook Files\backup.pst. Select
Finish
.
On the
Create Outlook Data File
screen, enter a password for the .pst file or choose
OK
to continue with no password.
A Microsoft Outlook dialog will appear while items are being exported. When it disappears, the export is complete.

Actions to take after upgrade on January 5, 2025

On the initial screen, your Exchange email address will appear. Select
Connect
.
Select
Exchange
to go to your inbox.

On the initial screen it will likely show an incorrect email using @portal.local or @vo.thomsonreuters.com. Overwrite that value with your correct email.
Select
Advanced options
, then mark
Let me set up my account manually
and select
Connect
.
Select the correct option for you:
If you use outlook.com, select
Outlook.com
.
If you use gmail.com, select
Google
.
Depending on the account settings you saved prior to the upgrade, select
POP or IMAP
.
Enter the information you saved prior to the upgrade then continue to your account to import the data you saved previously.
In Outlook, select the
File
menu, then
Open & Export
, then
Import/Export
.
Select
Import from another program or file
and select
Next
.
Choose
Outlook Data File (.pst)
then select
Next
.
Find the file you previously saved. The default restore location is Y:\OfficeDocs\<username>\My Documents\Outlook Files\backup.pst.  If you changed the name of the backup.pst, edit, or browse for the file.   We recommend you select
Do not import duplicates
then select
Next
.
On the
Import Outlook Data File
screen make sure the correct account appears and select
Finish
to complete the import.