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Outlook 2007 rules: if you select client side, how can you change to server side?

Posted on 2008-10-09
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Last Modified: 2012-05-05
Transitioning to Exchange 2007.

Some confusion on the error message that when we go to Tools | rules and alerts - we get a message saying that we can only have one set of rules, client side or server side.   What determines our choice?  If someone selects client side, how do we change that back to server side?

Some threads indicate that the designation of server side vs client side rules is automatic depending on the rule action.... if that is the case, why are we forced to select client or server?

I understand the concept that some rules are best run server side, while others are run client side, but what I don't understand is if that is the case, why are we being asked to choose one or the other across the board.

If someone can put that in words I can understand it would be greatly appreciated.
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Question by:Tomster2
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dathho earned 500 total points
ID: 22679782
This might explain it but implies that you have no control over it.

http://office.microsoft.com/en-us/outlook/HA100968031033.aspx#6
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Author Comment

by:Tomster2
ID: 22680695
Yes - I saw that KBarticle.

But the question that is displayed on the laptop says you can have only one or the other, and you have to pick one.
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Author Comment

by:Tomster2
ID: 22832362
Apparently, the choice of picking one or the other referred to an existing rule set.

If you have 300 rules setup on your client from before?  You probably want to select client's rules as your starting point, rather than the server set.  

Once you get past that, Exchange apparently sorts them out and applies them at the server side or client side as dathlo suggested.  What threw me was the context of the "choice".

Thanks

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Expert Comment

by:ucstech
ID: 34544378
Still looking for a way to change the rule to server based.  The user chose client based and now has all the rules that she uses on her home machine.  
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Expert Comment

by:dathho
ID: 34544872
From an Exchange connected Outlook Client (What version of Outlook is this?) create a new rule.  If it can be a server side rule it will be.
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