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Setting up and importing UTAS email into exchange mailboxes

Table of Contents
Setting up and importing UTAS email into exchange mailboxes ...................................................................................... 1 The Enterprise Messaging and Collaboration Implementation Project Overview ........................................................... 2 Intended Audience ............................................................................................................................................................ 2 Glossary of Terms.............................................................................................................................................................. 3 Exchange User Glossary .................................................................................................................................................... 5 Setup ................................................................................................................................................................................. 6 Exchange Mailbox Creation .......................................................................................................................................... 6 Setting the forward in Sun ............................................................................................................................................ 6 Setting up Outlook client to connect to Exchange........................................................................................................ 8 Importing ........................................................................................................................................................................ 11 Importing Email from other email clients or sources ................................................................................................. 11 From Sun Email to Exchange or OWA ......................................................................................................................... 11 Method Transferring the email ............................................................................................................................ 11 Method - Importing the address book .................................................................................................................... 18 From Outlook in POP mode to Exchange .................................................................................................................... 23 Method.................................................................................................................................................................... 23 From Outlook Express to Exchange ............................................................................................................................ 25 Method.................................................................................................................................................................... 25 From Eudora to Exchange ........................................................................................................................................... 27 Method 1................................................................................................................................................................. 27 Method 2................................................................................................................................................................. 29 Notes on Importing from Eudora to Exchange ....................................................................................................... 33 From Thunderbird/SeaMonkey to Exchange .............................................................................................................. 34 Method.................................................................................................................................................................... 34 Continued from Method ......................................................................................................................................... 40 Macintosh ....................................................................................................................................................................... 42 Setting up a fresh Entourage client to connect to Exchange ...................................................................................... 42 Entourage in POP mode to Exchange ......................................................................................................................... 49 Exporting the current user identity......................................................................................................................... 49 Setting up an exchange account on a new identity ................................................................................................ 53 Importing the user data into the new identity ....................................................................................................... 58 Mail to Exchange ......................................................................................................................................................... 63 Importing Mail data into Entourage ....................................................................................................................... 64 Importing iCal data into Exchange .......................................................................................................................... 67 Importing Address Book data into Exchange .......................................................................................................... 73 Eudora to Exchange .................................................................................................................................................... 77

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The Enterprise Messaging and Collaboration Implementation Project Overview


This Project includes the rollout of Microsoft Exchange, Outlook and Office 2007 to all University Staff and Students. The Project also includes the rollout of Exchange to all Macintosh users as well as an Outlook Web Access (OWA ) mailbox for all PhDs and Masters Students. The Exchange Rollout Is a major part in the Enterprise Messaging & Collaboration Project which has been running from August 2009 through to the October 2011. The project scope includes the rolling out of: Microsoft Outlook 2007/2010 to UTAS staff and some student computers, and the configuration of the Outlook to connect to the UTAS Microsoft Exchange Server system. This document is designed to aid the reader in the configuration and migration of emails into the new system. The benefits of having an Exchange email are as follows: Use of HSM Hierarchical Storage management will provide and infinite mailbox size. Data management with automatic archiving function which is easily retrievable attachments Even after archiving the message will remain visible in your mailbox with retrieval as simple as a click on the archive icon on the email. Enhanced email security, anti-virus and anti-spam technologies Increased functionality and productivity through: o Improved calendaring, o Document sharing and collaboration capabilities o Sharing of diaries o Email distribution lists, Global Address List (GAL) o Improved email reliability

More information on this project can be viewed at http://www.it.utas.edu.au/project-office/exchange

Intended Audience
This document was originally written for IT, but has been modified to allow new and existing staff and students of UTAS to follow the processes outlined below. Some basic computer knowledge is assumed, such as the reader knowing the following: Navigating a computer (opening programs, moving through folders, renaming, deleting, cut, copy and paste). What email is and how to use its basic functions. How to use an internet browser. How to click through setup prompts. How to use drop-down menus, radio buttons and tick boxes. The difference between an email client (program) and webmail.

If when activating manual processes outlined in this document, you should experience any problems please contact the UTAS Service Desk. They can be contacted by phone on extension 1818 from within UTAS, or 03 6226 1818 outside UTAS, or via email at service.desk@utas.edu.au If there are any names, terms or abbreviations in this document that you do not understand, please see the Glossary of Terms at the end of the document.

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Glossary of Terms
Exchange Exchange Mailbox Forward (webmail) Sun / Sun Messaging System OWA Login Page LANDesk Migration UTAS Domain Protocol IMAP POP3 POP Mode Encryption An email system comprising of client & server products, produced by Microsoft. A users own private area on the exchange server that contains all of their emails, calendar events, contacts, notes and tasks A rule that is set in place that passes on all messages to another destination. A webmail based email system used at UTAS by students and staff. Outlook Web Access is a webmail portal webpage that accesses an exchange users email. The first page of any webmail site that requests the users username and password to allow access to the users email The job ticketing software used at the UTAS Service Desk to track, monitor and progress IT service requests. The process of moving and converting email, contacts and calendar events from one email system to another. The logical group of managed computers that are comprised at UTAS. A computer language. Internet Message Access Protocol a computer language used by an email program to retrieve emails from a server. IMAP allows for client and server synchronisation. Post Office Protocol a computer language used by an email program to retrieve emails from a server. An email client that is capable of collecting email in many different methods that is setup to retrieve email using POP3. A level of security. The process of transforming information (such as text or email) using an algorithm to make it unreadable to anyone except the intended recipient, whom has the means to decrypt the information. Secure Sockets Layer - a cryptographic computer language that provides communications security over the Internet The process of using a username and password to prove a users identi ty. Global Address List A detailed list of UTAS staffs email addresses for use within UTAS, accessible by exchange users A full featured email program designed to work with a Microsoft Exchange Server for Macintosh computers A basic email program that can handle POP3, IMAP and Exchange connections. It integrates with iCal and Address book A basic calendar program that is pre-installed with all Macs, it can connect to an exchange server. A basic address book program that is pre-installed with all Macs, it can connect to an exchange server. A full featured email program designed to work with a Microsoft Exchange Server for Windows computers A basic email program that can handle POP3, IMAP and HTTP email connections, produced by Microsoft A basic email program that can handle POP3, IMAP and HTTP email connections, distributed by Qualcomm A basic email and news program that can handle POP3 and IMAP email connections, produced by Netscape A basic email program that can handle POP3, IMAP and HTTP email connections, produced by Mozilla A combination program that combines a basic email program that can handle POP3, IMAP and HTTP email connections, and a web browser, produced by Mozilla
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SSL Authentication GAL Entourage Mail (Apple Mail) ICal Address book (Apple program) Outlook Outlook Express Eudora Netscape Mail Thunderbird

SeaMonkey

Mozilla Family DBX file PST file CSV file

The range of products produced by Mozilla, including; Thunderbird, Firefox, SeaMonkey, Sunbird. The container file used to store emails in Outlook Express. A file per folder within Outlook Express is created by the program The container file used to store emails in Microsoft Outlook. All user data is contained in this single file. Comma Separated Value file a simple file that can be created by exporting data from a program. Each value in the file is separated by a comma. It is used for migrating simple data between programs. Editable by Microsoft Excel. A UTAS computer that has had a pre-built and configured copy of Windows applied on it. Third party programs used in the migration of emails from one client to another. Internet Service Provider a company that supplies an internet connection to a customer. They normally also give the customer an email address that reflects their companys name. E.G: johnsmith@bigpond.com.au A reduction in internet speed when a users download allowance is reached for the billing period. st Full speed resumes at the start of the next billing period. This is normally on the 1 of every month.

Imaged PC mbx2eml, IMAPSize and MailNavigator ISP

Shaped

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Exchange User Glossary


There are a few things that are helpful to be clarified before the reader continues: Webmail There are currently two systems at UTAS that are commonly referred to as Webmail this causes a bit of confusion. o Sun This is the basic webmail interface given to all UTAS students when they start at UTAS, it is also used by some staff members. It is so called Sun because it was created by a company called Sun Microsystems. The login page can be found at this link HERE o OWA (Outlook Web Access) This is the webmail system attached to a Microsoft Exchange Server. This webmail system is more featured then the Sun system and is only available for those users that are setup on the UTAS Exchange system. The login page can be found at this link HERE Email Client Basically a computer program that collects email from a server and brings it to the user. These programs can do this in 2 main ways; o Collect (download) emails, removing them from a mail server and store them on the PC (POP). o Synchronise emails with a server and store a copy for offline use (Exchange, IMAP). Email Clients There are many different email client programs available, each with their own features, tools and method of use. For the most part they are all quite similar, some mentioned in this document are: o Outlook - Microsoft Outlook 2007 or 2010, this product is probably the most widely used of the email clients around today; it is specifically designed to connect to Microsofts Exchanger Server system, but can also handle POP, IMAP and HTTP connections. In some areas of UTAS it was configured for POP or IMAP collection of UTAS email. This document outlines the process to convert this setup to connect to the UTAS Microsoft Exchange Server. It is now the main email client used at UTAS. It is fully featured and installed on majority of UTAS computers. o Outlook Express A free simple email client produced by Microsoft and included in every copy of Windows XP. This email program can only handle POP, IMAP and HTTP connections. While it has a similar name to Outlook it is a completely different program. This was used by a very small number of computers at UTAS, and is since, no longer used. It does feature some of the most comprehensive import tools of any of the other email clients and is used as a middle program in some of the migration processes. o Eudora Owned by a company called Qualcomm, which stopped being developed and supported by its manufacturer in 2006. This basic email client was previously used by approximately 70% of UTAS staff before the Exchange Project, which took place between 2009 and 2011. o Lotus Notes Developed and owned by IBM, this product was in use at UTAS for only select departments (approx. 10% of UTAS staff) that required additional functionality that Eudora could not provide. It worked at UTAS in a similar way that the current Exchange system does, it allowed for email and database synchronisation. Lotus Notes and its Domino Server were replaced by the Exchange Project. o Thunderbird An open source program from the Mozilla family of products. This basic email client offers only POP and IMAP connections. It was used in some select UTAS departments favoured by some of the non-ITR based IT staff for some schools and faculties. o SeaMonkey Another open source program from the Mozilla family of products, this program is basically a combination of two Mozilla products; Firefox and Thunderbird. o Entourage A Microsoft email client for Macintosh computers that is the equivalent to Microsoft Outlook. o Mail, iCal, Address Book The bundled software that comes preinstalled on any Macintosh PC. All three of these separate programs allow for exchange connections and were used by some staff at UTAS.
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Setup
Exchange Mailbox Creation
Before importation of users mail can take place, a users exchange mailbox must first be setup, and forwards set in place from within their sun mail system (aka: student webmail). This process has been automated by Systems Microsoft and is able to be executed by the ITR service desk. Once a request has been received by the service desk via a LANDesk ticket, they will schedule the users mailbox to be created. All mailbox requests occur overnight, so planning an exchange migration is important. NOTE: As soon as a users mailbox is created a few things happen that should be noted: All mail sent to that user from other users who are on exchange will go to the users new exchange mailbox, but they will not be able to access them until the migration is complete. For this reason, completing the process as soon as possible after the mailbox creation is important. i.e.: Staff may not receive emails from most supervisors or other colleges. All mail sent to that user from all other users, including external addresses will continue to go to the current email system. i.e.: the way they currently check their mail.

Setting the forward in Sun


Once the users mailbox has been created, the users mail now needs to be forwarded to their exchange mailbox. This is done from within the users Sun webmail system. Found at: https://webmail.utas.edu.au Putting in the users username in the field and pressing Continue will take you to the Sun login page Note: If the user has the forward already in place, putting in the username will take you to the OWA login page, if required; the this direct login link link will take you to the Sun login page

Ask the user to login with his/her credentials. It is at this point why the user is required to be present.

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Once logged in, click on Options and then Settings

Under Mail Forwarding tick both options for Enable Forwarding and Do no leave copy on server Enter users username followed by @utas.ad.internal and click add

This forward ensures that all external mail now is forwarded to the users exchange mailbox. Make sure to click the Save button (located on the right of the window) after adding the address. At this point the user is now successfully forwarded to the new exchange system. They will now receive all emails to their exchange mailbox which can be accessed via the OWA (exchange) webmail page, or by configuring Outlook to access their mailbox. However if the user has emails that need to be imported/moved from another location into their new exchange mailbox then the following chapters will give instructions on how to perform these tasks.

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Setting up Outlook client to connect to Exchange


When opening Outlook 2007 or Outlook 2010 for the first time on a recently imaged UTAS machine that is correctly connected to the UTAS domain, the Outlook client should automatically self-configure itself based on the user that is currently logged in. If the user has been using Outlook as their primary email client before now, then you will need to remove the profile to start fresh. This can be done by going to the computers control panel and choosing Mail.

Click on the Show Profiles Button and select any profiles listed and then click the Remove button.

Click OK to save changes and then open Outlook for a fresh start.
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Once the window appears and self-configures, its only a matter of clicking Next and Finish to complete the process.

If the machine is not a part of the UTAS domain, or is a non-standard machine, Outlook can still be configured to connect to the users exchange mailbox with all features, however the user will be required to authenticate every time Outlook is opened. To configure Outlook manually, tick the Manually configure server settings or additional server types option when the Add New E-Mail Account window appears.

Select Microsoft Exchange

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Set the Microsoft Exchange Server to be: owa.utas.edu.au, type in the users name if not already in the field and click on the Check Name button to resolve the server and user. If the user exists and it resolves correctly, then the data in the text fields will underline.

Click Next and Finish Confirm that the user is connected to exchange by identifying that the word Mailbox appears at the top of the email folder structures

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Importing
Importing Email from other email clients or sources
There are several methods to import in existing user data into outlook from other mail clients or sources. Commonly only emails and addresses are imported over; there is no need to import settings across. Emails can either be imported via the email client (or several), or pushed onto the users exchange mailbox via an IMAP connection.

From Sun Email to Exchange or OWA


This method is the most likely to occur throughout UTAS, as most students and a lot of staff are using this as their main email system. Unfortunately there is no method for directly transferring all emails from the Sun webmail system directly into the OWA webmail system. The transfer must be completed by an email client, whether the user wishes to continue to use the client as their primary method to check their mail or not, as once this is completed, OWA (exchange webmail) can be used exclusively. Method Transferring the email The following instructions are given with the assumption that the above steps are performed, i.e.; Exchange Mailbox creation, Setting the forward in Sun, and Setting up Outlook 2007 client to connect to Exchange These instructions are to connect via IMAP connection to the Sun webmail server and download all messages so that they can be moved across to the users exchange mailbox. Open the Tools menu and choose Account Settings

Under the E-mail tab, click the New button

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Choose Microsoft Exchange, POP3, IMAP, or HTTP and click Next

Tick the Manually configure server settings or additional server types option and click Next

Choose the option for Internet E-mail and click Next

Before you put in any details, change the Account Type to IMAP

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As this account is only going to be here for a short time and only used for the transfer of messages, enter the following settings: Your Name: [Not important, put anything] E-mail Address: *Not important, put anything must contain @+ Account Type: IMAP Incoming mail server: postoffice.utas.edu.au Outgoing mail server: [Not important, put anything] Username: *Users username+ Password: *Users password+ Before clicking Next, the incoming mail server must be set to SSL encryption. Click the More Settings button, choose the Advanced tab, and change the drop down for Incoming server (IMAP) from None to SSL and click OK

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Click Next, then Finish. You should now see the new entry in the E-mail accounts section with the name of the new account by whatever you put in the email address field.

Upon closing the Accounts window, you should now see the new account added below the users exchange mailbox.

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Next step is to click on the Send/Receive button to get Outlook to contact the Sun webmail server.

You should then see a security warning asking to accept the security certificate that cannot be verified, click Yes

At this point Outlook will contact the webserver and download the folder structure and the headers for the messages. While it will look like it is complete, it will actually NOT have all the messages. If you attempt to copy all emails across from this point, you will not get all of them properly. Do make Outlook forcefully download all messages and attachments to the computer, go to the Tools menu, Send/Receive, move the mouse across without clicking and continue to Send/Receive Settings and finally click on Define Send/Receive Groups (alternately to sifting through this long menu, you can also just press CTRL+ALT+S

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Once the Send/Receive Groups window is open, click on the Edit button

Under the next window titled Send/Received Settings All Accounts, first click on the IMAP account entry, identifiable by what you put as the email address earlier, and then select the option Download complete items including attachments for subscribed folders, click OK and then Close

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Enabling this option ensures that all attachments and full emails are downloaded. Next, you will need to click on the Send/Receive button again to initiate the download of all email.

This time the Outlook Send/Receive Progress box will take substantially longer, based on how many emails the user has.

Once the emails have successfully downloaded, you can now proceed to copy/move all emails from the IMAP Sun account up to the appropriate exchange mailbox folder, i.e.; inbox contents to inbox. Do to this, simply select all emails in the folder and drag them up to the new location. Once an email has been copied over, it will be marked by a line-through the email entry.

Continue until all emails are moved/copied across. Once satisfied that all emails have been copied and now exist in the users exchange mailbox, the account now needs to be deleted. Open the Tools menu and choose Account Settings

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Select the IMAP connection entry and click Remove, then Close

Method - Importing the address book Some users of the Sun webmail system may have created an address book. Since exchange users will have access to the GAL (Global Address List), there is little need to import their contacts into Outlook for UTAS staff and students. If however they have external addresses that they want imported then this can be done by exporting the users address book from within the users Sun webmail system then importing it into Outlooks Contacts list. Ask the user to login to the Sun webmail system, found at: https://webmail.utas.edu.au Putting in the users username in the field and pressing Continue will take you to the Sun login page Note: If the user has the forward already in place, putting in the username will take you to the OWA login page, if required; the this direct login link link will take you to the Sun login page

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Ask the user to login with his/her credentials. It is at this point why the user is required to be present.

Click on the Address Book tab at the top, and then click on Import/Export

This will bring up a new window, the bottom half is for exporting. Change the dropdown list to Microsoft Outlook CSV and then click on the Export button, this will ask where to save the exported file. It will most likely be called iabcsvus.csv. Save it to the desktop or another easy location. You can now close the Sun webmail webpage. Open Outlook and go to the Contacts section.

Now go to the File menu and choose Import and Export, then select Import from another program or file and click Next

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Choose Comma Separated Values (Windows) and click Next

Using the Browse button, navigate and select the file you just downloaded called iabcvsus.cvs and click Next, the options below can be left on Allow duplicates to be created Ensure that the Contacts folder from the tree is selected

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The settings on the next page do not need to be modified

Click Finish and the contacts will be imported directly into the contacts section of Outlook

The file iabcvsus.cvs can now be deleted if desired. Note: By default when writing an email or anything that requires sending something to someone, Outlook, by default will use the GAL (Global Address List) for selecting addresses/people. Therefore, if the user wants to send to someone in their Contacts list, they will need to select it from the dropdown list when selecting names in order to see and select them.

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From Outlook in POP mode to Exchange


This is one of the better scenarios for importing as the user is already accustom to using Outlook. As far as changes go, they are only getting upgrades in the ability to connect to other users on the exchange server for special access like calendar and mailbox sharing and also have access to the global address list (GAL). Since the original (POP) profile was removed before the exchange mailbox was setup, only the users exchange mailbox will be showing up. We will need to find and open the old .PST data file. The basic premise here is to have both or all locations open and to move the emails (within their current folder structure), calendar events, contacts, tasks and notes over to the exchange mailbox so that it looks identical to what the user had previously. Method First open the old .PST file by clicking File, mouse over Open and click on Outlook Data File

A window titled Open Outlook Data File will open and should also be open at the default .PST location, which is normally: c:\Documents and Settings\{username}\Local Settings\Application Data\Microsoft\Outlook However expect to find that some users may have their PST files located elsewhere such as the D: drive or My Documents folder, even on N Drive or P Drive. Once open the files will open below the exchange mailbox.

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Note: The primary and default email location will always be at the top. Tip: An easy way to tell where the content is in the file is to check the folder size; this can be done by right-clicking on the top of any location and choosing the Properties for Personal Folder and then clicking the Folder Size Button. Checking back here periodically throughout the transfer process ensures that all data has in fact been moved and shows where any may be hiding or missed.

Enabling the Folder List view from the bottom of Outlook can also be very handy, as it shows all objects within the locations, including calendar, contacts, etc

Start at the top of the open PST file, selecting all content from each of the sections and drag them up to the same location in the users exchange mailbox. When selecting the Calendar, Notes, Contacts and Tasks, it also helps to go up to the View Menu and change the Current View to a list form. A lot of users use a folder structure within their Inbox to organise their emails, this can make it easy to transfer the bulk of the emails by dragging the user-made folders up to the new inbox, not forgetting to get the old Inboxs contents as well. Note: Dragging full folders can ONLY be done with user created folders, dont try and drag up the old Inbox or Sent Items folder up to the new mailbox Note: There is a glitch within Outlook 2007 where if you select the entire contents of some folders, and you drag them all up to the new folder location, Outlook will tell you that it cant copy them and stop the operation. This can be worked around by selecting ALL emails except the top few, moving them then coming back for the top ones. Use the keyboard shortcut of selecting an email a few down, then holding SHIFT key, press the END key (or HOME if selecting upwards), then drag them over.

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Tip: Some users have their email folders scattered throughout the top level of the file; this can make it difficult for them to find the Deleted Items and Sent Items folders. This is a good time (with their permission) to move all email folders INTO the new Inbox. Doing this will make it collapsible and easier to find the important folders. Once all emails, contacts, calendar events, tasks & notes from all files that the user used have been moved across (including the archive.pst file if they have one), you can now close the old file by right-clicking on it and choosing Close Personal Folders

Because the UTAS Exchange server has CommVault implemented, all emails can be moved into the mailbox and older emails will be archived to save space. There is no need for the user to have an archive file or to ever worry about archiving their emails.

From Outlook Express to Exchange


Although this is not a commonly used mail client, it is important to note that Outlook Express has more import of mail and messages features then Outlook does, and Outlook can import directly from Outlook Express. So in a lot of cases Outlook Express can be used as a medium to migrate email and addresses, from programs like Eudora, Netscape mail, and in some cases other conversion tools from a Thunderbird client. Unfortunately when Microsoft made the new counterpart for Outlook Express, called Windows Live Mail they removed these import features. Method Tip: Outlook Express can be run easily from the start menu by typing in msimn and clicking OK. To import email and addresses from Outlook Express to Outlook, open Outlook and choose Import and Export from the File menu, then choose Import Internet Mail and Addresses from the Import and Export Wizard and click Next

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From the next page, select Outlook Express 4.x, 5.x, 6.x, or Windows Mail and tick the boxes of the data you wish to import; Mail or Address Book, or both.

The import tool will now automatically find the appropriate .dbx files from Outlook Express and dump them in to the default Inbox and Contacts list. Be sure that the users exchange mailbox is already setup before performing this task, or you may import the emails and addresses into a .pst Outlook file, in which case you will need to go through the process discussed in the previous chapter From Outlook in POP mode to Exchange Tip: The Outlook Express address book can also be exported as a .cvs file which can be imported directly from Outlook also.
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From Eudora to Exchange


Eudora used to be one of the main email clients here at UTAS until the Exchange project started in 2009. It is important to note and to also note to the user (especially those unfamiliar with Outlook) that once the migration is complete, unlike Eudora, Outlook will store attachments within the emails, not in a separate folder like Eudora does. As most Eudora users are very attached to finding their attachments in a separate folder that normally has a shortcut on the desktop. All imported emails will not have their attachments put back into the emails; they stay in the old attachment folder, it is important to keep this folder for the user. Eudora can be imported easily via one of two methods; Method 1 The first and by far easiest is to import is directly from Outlook itself. To import email and addresses from Eudora to Outlook, open Outlook and choose Import and Export from the File menu, then choose Import Internet Mai land Addresses from the Import and Export Wizard and click Next, same as above from Outlook Express.

However, this time, select Eudora (Pro and Light) 2.x, 3.x, 4.x and click Next.

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The next window will ask about creating duplicates, the default option is Allow duplicates to be created which is fine because the emails should be imported into an empty Inbox.

At the next point, one of two things will happen, the error: The mail folder could not be opened. If another application is using the file, please close it and try again. And then the Import Summary with 0 of 0 messages imported.

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This happens because Eudora is still installed or has been installed previously in some cases. This method of importing email and addresses works best on machines that have been freshly imaged, and have never had Eudora installed on them. The other result is that a window will pop up asking to browse to the Eudora file location. Eudora is set to save its database files in the default location of: c:\Documents and Settings\{username}\Application Data\Qualcomm\Eudora However, most installs were found to have the file location either on the D: drive of the machines partition or on the N: or P: drive. After selecting the correct location, Outlook will import the emails and addresses. Method 2 The second method to import from Eudora to Outlook is through Outlook Express. This is basically importing once from Eudora to Outlook Express, and then from Outlook Express to Outlook. Since I covered the Outlook Express to Outlook import in a previous chapter, I will only mention the Eudora to Outlook Express portion. Open Outlook Express by typing msimn into the run command and click OK.

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For the first time it is opened, Outlook Express will ask to create a mail account, cancel out of this and proceed to the main program window. Once open, go to the File menu, and then Import and Messages.

Choose the top option of Eudora Pro or Light (through v3.0).

And then browse to the location of the Eudora files.

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Normally found here: c:\Documents and Settings\{username}\Application Data\Qualcomm\Eudora But can be found on D:, N:, P:, or other locations. Select the option to import all folders. Ensure that the users folder structure is correct, as in some cases, Eudora was installed, and then a copy of the original starting files copied to another location and then Eudora pointed to them, and then worked from. Click Next to continue

Once complete, if the user wishes, import their Eudora address book also by going to the File menu again, choosing Import and Other Address Book
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And select Eudora Pro or Light Address Book (through v3.0)

In some cases Outlook Express will remember the Eudora file locations, if not you will receive a message: the address book could not be found in the default application directory. Would you like to manually select the address book file? Browse to the contacts.txt, normally found in: c:\Documents and Settings\{username}\Application Data\Qualcomm\Eudora\Nickname\contacts.txt

Once both email messages and address book contacts have been migrated into Outlook Express, please follow the above directions to import from Outlook Express to Outlook.

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Notes on Importing from Eudora to Exchange Importing emails by either of these methods will cause a few irregularities in folder structure which will need to be corrected. The main one being that in Eudora, the copies of outgoing mail is saved in a folder called Out and in Outlook, because of this, during the import process, a folder called Out will be made and included in the current folder structure. This is not to be confused with Outbox which is the temporary folder that is used to hold emails that are ready to be sent from Outlook.

What you will need to do is move all the contents of the Out folder to the Sent Items folder and then delete the Out folder. This may also be done with the created Junk and the Junk E-mail folder. Created folder will always look plain, and important Outlook folders always look a bit more detailed. Another thing to note is that there is a phenomenon that causes anywhere between none and all of the emails to lose some formatting and import with their code in the message, as per this screenshot below.

As you can see the original image is still in the email, but there is extra formatting present. Unfortunately there is not much that can be done about this bug, as it happens during both importation methods described above. The user can still forward, reply etc. with the email, and the message is still within the text, but it will only need some cleaning up. Assure the user that this is only for older emails that were imported and will not happen for any emails received from this point inwards.

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From Thunderbird/SeaMonkey to Exchange


Thunderbird and SeaMonkey are both email clients from the Mozilla family, and both are not directly compatible with importing email to any Microsoft products (Outlook, Outlook Express). However they do easily import mail from Microsoft Products. Searching online provides many free tools in exporting the standard .mbox format that is used for storing Mozilla based emails into the raw form of single .eml files per email, and creating an identical Windows folder structure of the original email structure from within Thunderbird/SeaMonkey. Once these .eml files are extracted, they can literally be dragged into Outlook Express directly, and then imported in the fashion mentioned above. Some of the tools include: mbx2eml, IMAPSize and MailNavigator Other methods of importation include using Eudora as a middle client and importing the email as Netscape email via the prefs.js file. These methods normally require additional software to be installed on the machine and can be very messy as far as folder structure goes and can also have a high corruption rate. Fortunately, the UTAS exchange server allows IMAP connections, which allows any email client that is IMAP capable to be able to connect to a users exchange mailbox and allow the pushing of emails directly to the users mailbox with the least amount of corruption and installation of software. Method Both Thunderbird and SeaMonkey have identical means to perform this connection to the UTAS Exchange server via IMAP, the only difference is where the account settings are In Thunderbird: Tools Menu Account Settings In SeaMonkey: Edit Menu Mail & Newsgroups Account Settings

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This page shows the normal POP account setup that you may encounter. It is basically a POP connection to the Sun webmail system. From this page, you will need to add the IMAP connection to the Exchange server and the users mailbox. Choose Account Actions, then Add Mail Account or just Add Account on older versions

Depending on the version of Thunderbird or SeaMonkey different configuration pages will appear. Newer versions of Thunderbird have a new configuration wizard that scans for mail servers and settings based on the email address. Enter the users name and email address and click Continue, at this stage leave the Password field blank.

The configuration wizard should detect the following settings.

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It will also give a warning on the outgoing mail server not having encryption or authentication. Tick the I understand the risks tick box and continue, by clicking the Create Account button.

On older versions of Thunderbird and on SeaMonkey, the account creation wizard will need some more input: Select Email account

Enter users name and email address

Choose IMAP and enter the incoming server as owa.utas.edu.au


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Enter the users username

Change the description to Exchange especially if the previous account is named as the users email address, else it may get confusing as to which system to move the emails to and from.

You should now see a third entry in the accounts tree structure.

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Click OK to return to the main window, and the third entry in the tree structure should now be visible. Thunderbird & SeaMonkey

Click on the Get Mail or Get Megs button to test the connection to the server, if all is set correctly, it should prompt for the users password. SeaMonkey will more than likely not work on the first attempt, when creating an IMAP account within its configuration wizard, as it does not allow SSL security to be selected. For this reason, you must go back into the SeaMonkey account settings and look under Server Settings and change it to SSL

Other settings may need to be tweaked if the system didnt enter them properly or made an assumption on username and server. The correct settings are: Server: owa.utas.edu.au Username: *users username+ Auto config may try and insert the server as: imap.utas.edu.au or utas.edu.au or mail.utas.edu.au, these are all wrong. Note: the server: postoffice.utas.edu.au is the connection to the Sun webmail system; owa.utas.edu.au is the connection to the exchange webmail server (OWA) When all settings are correct, the server will ask for the password, take note of the line of text it is presenting and asking the password for, it should be: username@owa.utas.edu.au
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If successful, then it will start downloading the headers of the inbox messages (ONLY the inbox)

Special note for existing exchange accounts If this method is being used to import mail to an existing exchange mailbox, only the Inbox and its mail will be visible at this stage. In order to gain access to the other created folders within the users exchange mailbox, these extra folders must be subscribed to. Right-click on the Exchange accounts header in the folder tree and choose Subscribe

Tick any/all of the folders you wish to gain access too. Subfolders will need to be expanded and ticked individually.

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After clicking OK the subscribed folders will now start to populate and download (Get Mail/Msgs may need to be clicked again). Each subfolder may also need to be clicked at least once to start the download of the existing messages (especially SeaMonkey). Depending on connection and volume of messages, this may take a little time. SeaMonkey does not handle large folders and structures very well, and in some cases the client may need to be restarted a few times in order for it to gain access to all folders and download all email. Continued from Method Once appropriate folders are now visible, user created folders can now be re-created/dragged in/to the Exchange mailbox. As above in previous methods mentioned above, you cannot drag/copy/move the base level folders (Inbox, Sent Items, Trash), but you can instead copy their contents to the new location.

Thunderbird (especially newer versions) can handle larger file structure and email quantities being transferred via IMAP much better then SeaMonkey can. If SeaMonkey freezes or will not copy emails, then restricting the number of emails being transferred at a time can help. Copying more than 1000 emails from folder in POP to one in Exchange via IMAP at any one time can cause issues. Be prepared to close SeaMonkey/Thunderbird via task manager if this becomes a problem. Also, moving files instead of copying them can also help to simplify things when transferring large amounts of emails, especially if it is going to be left unattended to transfer.

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Both Thunderbird and SeaMonkey, for some reason, do not actually delete the emails from their .mbox files, instead they are marked as deleted and no longer show in the client program, for this reason, the original .mbox files will still continue to take up a large amount of space on the hard drive. These files can be archived if needed, but once the user can confirm that all files are now in fact over they are no longer needed. Once all emails are moved/copied across to the users Exchange mailbox, Outlook can now be opened and configured as previously discussed above. Opening and using Outlook can be used to help create folders and check that emails have been moved over.

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Macintosh
On a Macintosh PC, Entourage is the equivalent to Outlook. Before a users exchange account can be setup on Entourage, the same steps as described in Exchange Mailbox Creation and Setting the forward in Sun must be completed.

Setting up a fresh Entourage client to connect to Exchange


When opening Entourage for the first time on a recently imaged Mac, the user will may be prompted to setup an Office Identity, this must be setup so Office can be used on the Mac. Only basic details are needed to progress through. Enter your name in the First name: and Last name: field and click continue.

Click Continue.

Ensure No, I dont want to participate at this time is selected and click Continue.

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Click Finish.

After the Microsoft Setup Assistant closes, you may see the Microsoft Update appear; close this window as it is not needed at the moment.

You can now open Entourage for the first time.


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The Entourage Setup Assistant will appear, close it without continuing, it doesnt allow for the full setup of the UTAS Exchange configuration.

Once Entourage is open, now proceed to the Tools menu and then Accounts

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Click the New button and then choose Exchange

Type in your full email address and ensure that the option for My account is on an Exchange Server is enabled, and then click on the button Configure Account Manually

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Enter the following details: Account Name: Name: E-mail address: Exchange account [Your name, Capitalised Properly] [Your UTAS email address]

Ensure Use my account information is selected and enter the following Account ID: Domain: Password: [Your UTAS username] utas [Your UTAS password]

Click on the Advanced tab

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Enter the following: Exchange server: LDAP server: owa.utas.edu.au for Sandy Bay utasdcsby1 for FHS utasdchcs1 for Cradle Coast utasdcccc1 for Launceston utasdcnhm1 for TAFI utasdctafi1

Ensure the options: This server requires a secure connection (SSL) and This server requires me to log on are ticked. Click OK

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A new entry will be present, you can now close the Accounts window.

A new entry appears in the left hand column, expand your mailbox with the triangle that is to the right of your named Exchange account. To keep things tidy, you may also like to collapse triangle next to On My Computer

Exchange is now setup on Entourage.

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Entourage in POP mode to Exchange


Some users may have been already using Entourage as their main client, but in POP or IMAP mode instead of Exchange. In the same way as described in Importing from Outlook in POP mode to Exchange. This is one of the better scenarios for importing as the user is already used to using Entourage. As far as changes go, they are only getting upgrades in the ability to connect to other users on the exchange server for special access like calendar and mailbox sharing and also have access to the global address list (GAL). Entourage however is a little different in the way that it is able to import mail, contacts and calendar events. Exporting the current user identity Firstly, the way to tell that a user is in POP mode on Entourage is their email is retrieving into the Inbox under the On My Computer section.

Firstly we need to export the entirety of the users Entourage identity (called Profiles for Outlook) into a single file. This file we are going to create contains; email, calendar, contacts, notes and tasks. Open the File menu and select Export

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Leave all the current options ticked. If there is anything that you dont want imported, you may untick it. Click the small arrow to the right in the bottom right hand corner to continue.

On the next screen, leave the option for No, keep the items in Entourage after they are archived enabled. Click the small arrow to the right in the bottom right hand corner to continue.

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Ensure that the file is going to be exported to the desktop, leave the file name as it is and click Save.

The entire user identity will now export to the file on the desktop into an Entourage Archive file. The time taken will be relative to the amount of data.

If you wish you can confirm that the file is on the desktop and right-click (or Control-click) and select Get Info on the file and see that its size is expected to the amount of data that the user has. I.E, hardly any content may be under 10MB, very large user identities may be a few GB in size. Note: The next step is to switch identities within Entourage, create a new one, set it up with the users exchange account and then reimport the data, as a note, the reason that we need to create a new identity is that if you simply try and add the exchange account to the current identity and make it the default account, email, contacts, tasks and notes can be directly copied to the exchange mailbox, however the calendar events cannot. Importing the newly exported file back in on the same identity will only ensure that the calendar data goes back to the calendar it came from, no matter which is the default account. By making the new identity, we are importing on a calendar that is not the original.

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Select the Entourage menu and select Switch Identity

You will get a warning message telling you that you are about to switch identities, click Switch

The Main Identity listed is the users current set of data. Click the New button.

And name it Exchange and then click OK.

The next step is to setup the users exchange account in the exact same manner as if it was a fresh client. (The next step is copied from the previous chapter.)
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Setting up an exchange account on a new identity The Entourage Setup Assistant will appear, close it without continuing, it doesnt allow for the full setup of the UTAS Exchange configuration.

Once Entourage is open, now proceed to the Tools menu and then Accounts

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Click the New button and then choose Exchange

Type in your full email address and ensure that the option for My account is on an Exchange Server is enabled, and then click on the button Configure Account Manually

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Enter the following details: Account Name: Name: E-mail address: Exchange account [Your name, Capitalised Properly] [Your UTAS email address]

Ensure Use my account information is selected and enter the following Account ID: Domain: Password: [Your UTAS username] utas [Your UTAS password]

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Click on the Advanced tab Enter the following: Exchange server: LDAP server: owa.utas.edu.au for Sandy Bay utasdcsby1 for FHS utasdchcs1 for Cradle Coast utasdcccc1 for Launceston utasdcnhm1 for TAFI utasdctafi1

Ensure the options: This server requires a secure connection (SSL) and This server requires me to log on are ticked. Click OK

A new entry will be present, you can now close the Accounts window.

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A new entry appears in the left hand column, expand your mailbox with the triangle that is to the right of your named Exchange account. To keep things tidy, you may also like to collapse triangle next to On My Computer

Exchange is now setup on Entourage. We now need to import the user data from the previously created file into the newly created and configured identity.

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Importing the user data into the new identity At this point, we have 2 user identities; the users old identity which is setup in POP mode still containing all data and a fresh identity with the users new exchange mailbox. And we have an exported file containing all their previous data. The next step is to import that data back into Entourage, but into the exchange mailbox instead. As previously mentioned Entourage handles the way it imports these exported archive files a little differently than Outlook. Here is a basic break down as to what is imported and where it ends up. On My Computer and Exchange in this table refer to the locations specified by the accounts within the current identity in Entourage.

Data Item E-mail Contacts Calendar Notes Tasks

Origin (POP mode Identity) On My Computer email folders On My Computer contacts On My Computer calendar On My Computer notes On My Computer tasks

Destination (Exchange Identity) On My Computer in a new folder named same as exported file Exchange contacts Exchange calendar On My Computer notes On My Computer tasks

As you can see, once we import the Entourage archive file, only 2 out of the 5 types of data go to the users exchange mailbox. Note: Even though Outlook does, Entourage does not currently have the capability to sync Notes and Tasks on an Exchange server, therefore if a user has these data items, they can only be stored locally On My Computer Calendar events and contacts will be imported directly into the default calendar and contacts (these will be the exchange calendar and contacts) Email will be imported into a folder locally On My Computer put in a folder that will have the same name as the file that was used to import all the data. For this reason, all email must be dragged up into the users exchange mailbox, preferably within the Inbox.

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Start by clicking the File menu and choose Import.

Ensure that the option Entourage information from an archive or earlier version is selected and click the small right arrow to continue.

Select Entourage archive (.rge) and click the small right arrow to continue.

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Locate the exported file from the location it was saved, and take a mental note of the name of the file. Click Import.

All data contained will now be imported into the locations described above. Confirm that Calendar and Contacts now contain the imported data.

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On the left side of the Entourage window, scroll down and locate the newly created folder that is the same name as the exported file, this will most likely be called Main Identity.rge. Expand out its folder levels to find the entire users email data.

Once located, select all emails within this Inbox folder by clicking on one and then pressing Command (Apple) Key + A and then drag them up to the Inbox folder up the top under the Exchange mailbox. If you hold down the Command (Apple) key as you release the mouse click over the inbox then the emails will be moved, instead of copied. Continue to drag either complete folders to the users Exchange inbox or the entire contents of the folders. By moving them instead of copying them, you ensure that no emails or folders are missed.

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Once you are satisfied that all emails, contacts, calendar events, notes and tasks have been moved across to the new identity, you can now delete the other identity from Entourage. This is optional, but will ensure that if a user accidently tries to switch identities for any reason there will only be one. Click on the Entourage menu and select Switch Identity.

You should now see two entries. Once confident that all user data (e-mail, contacts, calendar, notes and tasks) has been moved into the new Exchange identity, you can now select the other one (most likely called Main Identity) and delete it. You will get one final warning message to confirm. Click Delete and then OK to return to the new Exchange identity.

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Mail to Exchange
Mail, also and previously known as Apple Mail is the basic equivalent of Outlook Express for Mac. Its a simple mail client that was only used by a small percentage of UTAS staff, and mainly used in POP mode, although it does have the capability to connect to an Exchange mailbox. Mail only handles emails, not calendar events or contacts, these are handled by separate programs; iCal and Address Book. If a user has these programs in use, their data can be imported directly into the users exchange mailbox.

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Importing Mail data into Entourage Before being able to import a users email data into their exchange account, Entourage must first be setup according to the instructions in the above chapter Setting up a fresh Entourage client to connect to Exchange. Note: It is important to not try and import the mail BEFORE the exchange account is setup. Be sure to close the Entourage Setup Assistant when it pops up during opening.

After Entourage is setup and the users mailbox is visible and correctly setup, start by clicking the File menu and choose Import.

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Select Information from another application and click the small arrow in the bottom right hand corner to continue.

Select Apple Mail and click the small arrow in the bottom right hand corner to continue.

Deselect Accounts, if account is left enabled, then the POP account will be imported in, and then Entourage will attempt to download the users email twice. Rules and Signatures are optional, click the small arrow in the bottom right hand corner to continue.

The users email will now be imported into Entourage, click Finish

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At this point, all of the users email will be imported into a folder under On My Computer called Mail Import. Just like in the previous chapter Entourage in POP mode to Exchange, the users email must be moved up to the Inbox under Exchange. Once located, select all emails within this Inbox folder by clicking on one and then pressing Command (Apple) Key + A and then drag them up to the Inbox folder up the top under the Exchange mailbox. If you hold down the Command (Apple) key as you release the mouse click over the inbox then the emails will be moved, instead of copied. Continue to drag either complete folders to the users Exchange inbox or the entire contents of the folders. By moving them instead of copying them, you ensure that no emails or folders are missed.

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After all e-mail has been moved up to the users mailbox, then the Mail Import folder can be deleted. Importing iCal data into Exchange Users who use Mail for their email, most likely use iCal for their calendar events. Importing the calendar into the users mailbox is actually done from within iCal and does not require Entourage at all. Users will use either one or both of the supplied calendars from iCal, by default, they are Home and Work. Appointments in the calendar will be either of these colours. If a user is using both calendars, then the following process will need to be done once for each calendar. Start by selecting the calendar you wish to migrate.

From the File menu, hold your mouse over the Export submenu and then select Export

Leave the name as its default, it will be the same as the calendar that was selected. Ensure the location is the Desktop.

This will export the entire calendar to an .ics file on the desktop. If you require the events from the other calendar, please repeat the above steps.

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The next step is to add the users exchange account to iCal. Open the iCal menu and select Preferences

At the top of the preferences window select Accounts and then click the + at the bottom to add a new account.

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Change the account type to Exchange 2007 and then fill in the users details with name, UTAS email address and password.

Click on the Create button and the account setup will fail and show the following error

This is because the first page does not allow for entering your username; however once it has tried and failed it will now give the option to enter it. Enter the users username and click the Create button again.

On the next screen the account creation setup will ask if you wish for other programs to also be configured with this account information. Be sure to deselect the option for Mail

If you wish to follow on after this chapter and import Address Book contacts into Exchange, then you may as well leave the option for Address Book contacts enabled. Otherwise, disable it, as it is not needed.

Click on the Create button to finish.

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No other settings are needed to be change here, close the Accounts window. Now on the left side of iCal, you will see a new connection to the users exchange calendar and tasks. Most likely the will be coloured the same as the image below. Select the primary calendar in the users exchange account.

The next step is to import the calendar data back, but into the users exchange calendar instead of the local ones On My Mac. From the File menu, hover the mouse over the Import submenu and then select Import

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If not already selected, navigate to the Desktop and select the Work.ics or Home.ics file (or any other you exported earlier) and then click the Import button.

The next window gives the option to import the calendar data into a specific calendar. If you selected the users exchange calendar earlier then it will be already set.

Double check or choose the correct calendar by expanding the menu

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The calendar data will now import into the users exchange calendar. You should now see entries in the same locations overlapping with the colours of the original and exchange calendar (see image below).

Once all calendar data is imported, you can now remove the users exchange account from the accounts section. Open the iCal menu and select Preferences

At the top of the preferences window select Accounts and then click the - at the bottom to add a new account and then click the Delete button.

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Importing Address Book data into Exchange Just as with iCal, users who use Mail for their email, most likely use Address Book for their contacts. Importing the contacts into the users mailbox is done from within Address Book and does not require Entourage at all. Users will most likely have their contacts simply in All Contacts

First step is to add the users exchange account to Address Book. Open the iCal menu and select Preferences

At the top of the preferences window select Accounts and then click the + at the bottom to add a new account.

Change the account type to Exchange 2007 and then fill in the users details with name, UTAS email address and password.

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Click on the Create button and the account setup will fail and show the following error

This is because the first page does not allow for entering your username; however once it has tried and failed it will now give the option to enter it. Enter the users username and click the Create button again.

On the next screen the account creation setup will ask if you wish for other programs to also be configured with this account information. Be sure to deselect the option for Mail

If you wish to follow on go back to the previous chapter and import iCal calendar events into Exchange, then you may as well leave the option for iCal calendars enabled. Otherwise disable it, it is not needed.

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Click on the Create button to finish.

No other settings are needed to be change here, close the Accounts window. Now on the left side of Address Book, you will see a new connection to the users exchange contacts. You will need to expand it so Contacts is visible. Now click on All Contacts and then click on the first entry in the current contact list. Now press the Command (Apple) key + A, to select all contacts.

Once all contacts are selected, click one and drag it down over the Contacts within the exchange connection. This will copy all contacts to the users mailbox directly.

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Once all user contact data is imported, you can now remove the users exchange account from the accounts section. Open the Address Book menu and select Preferences

At the top of the preferences window select Accounts and then click the - at the bottom to add a new account and then click the Delete button.

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Eudora to Exchange
In similar way to the PC version Eudora used to be one of the main email clients here at UTAS until the Exchange project started in 2009. It is important to note and to also note to the user (especially those unfamiliar with Entourage) that once the migration is complete, unlike Eudora, Entourage will store attachments within the emails, not in a separate folder like Eudora does. As most Eudora users are very attached to finding their attachments in a separate folder that normally has a shortcut on the desktop. All imported emails will not have their attachments put back into the emails; they stay in the old attachment folder, it is important to keep this folder for the user. After Entourage is setup and working properly, start by opening Entourage and from the File menu, choose Import.

Choose Information from another application and then click the small right arrow to continue.

Next choose Qualcomm Eudora (5.0 or later) and then click the small right arrow to continue.

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Next, deselect Accounts and Rules, these are not needed and will only add complications if left checked. You may also want to deselect Signatures and possibly Contacts depending on the user.

Entourage will now search for Eudora data

If it fails, Entourage will now ask you to point it to the Eudora data folder. This folder is in Documents and NOT in Applications

All data will now be imported in.

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As per with any Entourage import, the contact data will be placed into the primary Contacts. If Entourage is setup correctly for Exchange, then the users exchange contacts will be the destination. Confirm that contacts have been imported correctly.

Also as per any Entourage import, the messages data will NOT be placed into the primary messages location. Instead they will be placed in a folder named Eudora Import which contains imports of all the major folders from Eudora. As per described in the above chapter Importing Mail data into Entourage the messages must be moved up to the users exchange mailbox. Once located, select all emails within the In folder by clicking on one and then pressing Command (Apple) Key + A and then drag them up to the Inbox folder up the top under the Exchange mailbox. If you hold down the Command (Apple) key as you release the mouse click over the inbox then the emails will be moved, instead of copied. Continue to drag either complete folders to the users Exchange inbox or the entire contents of the folders. In to Inbox, Out to Sent Items, Trash to Deleted Items By moving them instead of copying them, you ensure that no emails or folders are missed.

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After all e-mail has been moved up to the users mailbox, then the Eudora Import folder can be deleted.

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