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Outlook Backup

Hello Experts,

As I need to reformat my PC, I'm wondering how and if6 I need to backup my Outlook, considering the following facts:

I'm using Exchanged, with everything synched
I have custom views in Outlook with user-defined fields, categories, colors, etc.
After reformatting, I'll install Office 365, and now I'm on Office 2010

Thank you.
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APD Toronto
Asked:
APD Toronto
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1 Solution
 
Gregory MillerGeneral ManagerCommented:
As for the email, contacts, etc... Data will all come back down from the Exchange server.
If you want other items like categories, the category color will stay intact but the names of the category will have to be recreated.
As for views, forms, signatures, etc that have been customized, you will need to copy these someplace safe to copy back. It really depends on where you saved them whether they will exist in your profile when you reinstall. Better safe than sorry.
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APD TorontoAuthor Commented:
By forms, I assume these are my  views with my use-defined fields, etc.?

If yes, how do I save my forms - I usually edit the defaults.
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Gregory MillerGeneral ManagerCommented:
If you have another computer that you can setup the account temporarily before you proceed, this will tell you exactly what you need to dig out and copy across.

If you click the pull down for New Items and drill down to More Items and then Choose Form you can see all the storage locations where Outlook might have your forms stored. Example: User Templates in File System is a local repository and the full path of this location and files stored there will be shown directly below the pull down menu item.
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