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@@ -1,52 +1,52 @@ | |||
1 | 1 | ||
2 | Migration HowTo Outlook 200X -> KDE | 2 | Migration HowTo Outlook 200X -> KDE |
3 | 3 | ||
4 | Version 1.0.2 | 4 | Version 1.0.3 |
5 | The latest version of this file can be downloaded from | 5 | The latest version of this file can be downloaded from |
6 | http://sourceforge.net/projects/kdepimpi/ | 6 | http://sourceforge.net/projects/kdepimpi/ |
7 | Please choose there package/project/file: | 7 | Please choose there package/project/file: |
8 | general Files for KDE/Pim | 8 | general Files for KDE/Pim |
9 | MigrationHowTo_OL2KDE | 9 | MigrationHowTo_OL2KDE |
10 | MigrationHowTo_OL2KDE.txt.zip | 10 | MigrationHowTo_OL2KDE.txt.zip |
11 | 11 | ||
12 | 12 | ||
13 | This HowTo describes the process of migrating data ( contact and calendar data ) from Outlook 200X to the PIM programs of the KDE-Desktop-Environment. | 13 | This HowTo describes the process of migrating data ( contact and calendar data ) from Outlook 200X to the PIM programs of the KDE-Desktop-Environment. |
14 | The PIM programs are KAdddressbook and KOrganizer, which may be used embedded in the Kontact PIM management framework. | 14 | The PIM programs are KAdddressbook and KOrganizer, which may be used embedded in the Kontact PIM management framework. |
15 | This HowTo describes version 1.9.3a of the migration tools. | 15 | This HowTo describes version 1.9.3a of the migration tools. |
16 | The migration tools are the platform independent versions of KAdddressbook and KOrganizer: KAdddressbook/Pi and KOrganizer/Pi. | 16 | The migration tools are the platform independent versions of KAdddressbook and KOrganizer: KAdddressbook/Pi and KOrganizer/Pi. |
17 | 17 | ||
18 | Content: | 18 | Content: |
19 | 19 | ||
20 | 1) How to start | 20 | 1) How to start |
21 | 2) How to import pst files in Outlook | 21 | 2) How to import pst files in Outlook |
22 | 3) Where to get the migration tools | 22 | 3) Where to get the migration tools |
23 | 4) How to install the migration tools | 23 | 4) How to install the migration tools |
24 | 5) How to get the contact data out of Outlook200X | 24 | 5) How to get the contact data out of Outlook200X |
25 | 6) How to get the calendar data out of Outlook200X | 25 | 6) How to get the calendar data out of Outlook200X |
26 | 7) How to import your contact data into Kontact | 26 | 7) How to import your contact data into Kontact |
27 | 8) How to import your calendar data into Kontact | 27 | 8) How to import your calendar data into Kontact |
28 | 28 | ||
29 | APPENDIX A) Problems and solutions when reading contact data | 29 | APPENDIX A) Problems and solutions when reading contact data |
30 | APPENDIX B) Problems and solutions when reading calendar data | 30 | APPENDIX B) Problems and solutions when reading calendar data |
31 | 31 | ||
32 | **************************************** | 32 | **************************************** |
33 | 1) How to start | 33 | 1) How to start |
34 | **************************************** | 34 | **************************************** |
35 | 35 | ||
36 | For the migration we need the actual Outlook 200X data, which Outlook stores in *.pst files. | 36 | For the migration we need the actual Outlook 200X data, which Outlook stores in *.pst files. |
37 | Then we need an installed version of Outlook 200X to access these *.pst files. | 37 | Then we need an installed version of Outlook 200X to access these *.pst files. |
38 | When we have an Outllook 200X running with all data accessable, we need the migration tools. | 38 | When we have an Outllook 200X running with all data accessable, we need the migration tools. |
39 | 39 | ||
40 | If you have no Outlook200X installed please install the Outlook version, you need to a import your *.pst files. | 40 | If you have no Outlook200X installed please install the Outlook version, you need to a import your *.pst files. |
41 | If you have an Outlook200X installed with no contact/calendar data available, and you have some *.pst files please continue with: 2) How to import pst files in Outlook. | 41 | If you have an Outlook200X installed with no contact/calendar data available, and you have some *.pst files please continue with: 2) How to import pst files in Outlook. |
42 | If you have a running Outlook200X already with contact/calendar data available, please continue with: 3) Where to get the migration tools. | 42 | If you have a running Outlook200X already with contact/calendar data available, please continue with: 3) Where to get the migration tools. |
43 | 43 | ||
44 | 44 | ||
45 | **************************************** | 45 | **************************************** |
46 | 2) How to import pst files in Outlook | 46 | 2) How to import pst files in Outlook |
47 | **************************************** | 47 | **************************************** |
48 | 48 | ||
49 | To open a local *.pst file in Outlook2003, choose menu: | 49 | To open a local *.pst file in Outlook2003, choose menu: |
50 | File - Open - Outlook Data File ... | 50 | File - Open - Outlook Data File ... |
51 | Now the data included in this file is shown | 51 | Now the data included in this file is shown |
52 | as folders of a newly added root folder in the Outlook folder view. | 52 | as folders of a newly added root folder in the Outlook folder view. |
@@ -113,97 +113,97 @@ and we can continue to install the files, which is simply unzipping them. | |||
113 | **************************************** | 113 | **************************************** |
114 | 114 | ||
115 | You have downloaded the files | 115 | You have downloaded the files |
116 | 116 | ||
117 | kapi193a-exe.zip | 117 | kapi193a-exe.zip |
118 | kopi193a-exe.zip | 118 | kopi193a-exe.zip |
119 | kdepimdll.zip | 119 | kdepimdll.zip |
120 | 120 | ||
121 | Unzip these files. | 121 | Unzip these files. |
122 | Now choose an arbitrary installation directory, where to copy all the needed files together. | 122 | Now choose an arbitrary installation directory, where to copy all the needed files together. |
123 | You should have now the following files and the directory "kdepim" in the same directory: | 123 | You should have now the following files and the directory "kdepim" in the same directory: |
124 | kopi.exe | 124 | kopi.exe |
125 | kapi.exe | 125 | kapi.exe |
126 | microkabc_dir.dll | 126 | microkabc_dir.dll |
127 | microkabc_file.dll | 127 | microkabc_file.dll |
128 | msvcr71.dll | 128 | msvcr71.dll |
129 | mfc71u.dll | 129 | mfc71u.dll |
130 | qt-mt331.dll | 130 | qt-mt331.dll |
131 | ReadMich.txt | 131 | ReadMich.txt |
132 | kdepim (directory) | 132 | kdepim (directory) |
133 | 133 | ||
134 | The directory "kdepim" should contain subdirectories | 134 | The directory "kdepim" should contain subdirectories |
135 | kaddressbook | 135 | kaddressbook |
136 | korganizer | 136 | korganizer |
137 | which itself contain some subdirectories with icons and help text. | 137 | which itself contain some subdirectories with icons and help text. |
138 | 138 | ||
139 | Now the migration tools are ready for use. | 139 | Now the migration tools are ready for use. |
140 | 140 | ||
141 | 141 | ||
142 | NOTE AND HINT for performing migration on many workstations: | 142 | NOTE AND HINT for performing migration on many workstations: |
143 | Just burn the content of the installation dir on a CD. | 143 | Just burn the content of the installation dir on a CD. |
144 | Then you can put the CD in every workstation and execute the migration tools from that CD directly. | 144 | Then you can put the CD in every workstation and execute the migration tools from that CD directly. |
145 | 145 | ||
146 | 146 | ||
147 | ************************************************************* | 147 | ************************************************************* |
148 | 5) How to get the contact data out of Outlook200X | 148 | 5) How to get the contact data out of Outlook200X |
149 | ************************************************************* | 149 | ************************************************************* |
150 | 150 | ||
151 | Note: When accessing Outlook to read the data, it should not be possible, that there is any data lost in Outlook, because the progam accesses Outlook only Read-Only. | 151 | Note: When accessing Outlook to read the data, it should not be possible, that there is any data lost in Outlook, because the progam accesses Outlook only Read-Only. |
152 | 152 | ||
153 | You have the file | 153 | You have the file |
154 | kapi.exe | 154 | kapi.exe |
155 | and the other needed files accessable on your workstation. | 155 | and the other needed files accessable on your workstation. |
156 | 156 | ||
157 | Getting the contact data | 157 | Getting the contact data |
158 | 158 | ||
159 | Please start kapi.exe. | 159 | Please start kapi.exe. |
160 | Choose menu: | 160 | Choose menu: |
161 | File - Import - Import from OL... | 161 | File - Import - Import from Outlook... |
162 | You will get a dialog which shows all "Personal Folders" of Outlook. | 162 | You will get a dialog which shows all "Personal Folders" of Outlook. |
163 | Choose the Contact Folder(s) you want to import and select them with a hook. | 163 | Choose the Contact Folder(s) you want to import and select them with a hook. |
164 | (All other folder but the contact containing folders are shown, but disabled). | 164 | (All other folder but the contact containing folders are shown, but disabled). |
165 | (If the data you want to import is not stored in one of the shown folders, | 165 | (If the data you want to import is not stored in one of the shown folders, |
166 | please read step 2.) and click on "close" ). | 166 | please read step 2.) and click on "close" ). |
167 | Click the "import" button. | 167 | Click the "import" button. |
168 | Now Outlook asks you to allow access to the contact data. | 168 | Now Outlook asks you to allow access to the contact data. |
169 | Select "Allow access" amd click "Yes" in this dialog. | 169 | Select "Allow access" amd click "Yes" in this dialog. |
170 | Now the importing is performed and KA/Pi will show a progress bar. | 170 | Now the importing is performed and KA/Pi will show a progress bar. |
171 | After importing, KA/Pi shows a dialog, how much contacts are imported. | 171 | After importing, KA/Pi shows a dialog, how much contacts are imported. |
172 | If you press a second time "import" , already imported contacts are not imported again. | 172 | If you press a second time "import" , already imported contacts are not imported again. |
173 | After importing you can choose another "Contact Folder" to import or close the import dialog. | 173 | After importing you can choose another "Contact Folder" to import or close the import dialog. |
174 | Please close the import dialog. | 174 | Please close the import dialog. |
175 | Now you see the imported contacts in KA/Pi on the left in the list view. | 175 | Now you see the imported contacts in KA/Pi on the left in the list view. |
176 | Please verify, that the import was correct. | 176 | Please verify, that the import was correct. |
177 | About problems of mapping particular Outlook-data-fields to KAdressbook-data-fields see Appendix A). | 177 | About problems of mapping particular Outlook-data-fields to KAdressbook-data-fields see Appendix A). |
178 | 178 | ||
179 | Choose menu: | 179 | Choose menu: |
180 | File - Save | 180 | File - Save |
181 | and close KA/Pi. | 181 | and close KA/Pi. |
182 | Now you should have the contact data in the file std.vcf in your home directory in the path | 182 | Now you should have the contact data in the file std.vcf in your home directory in the path |
183 | (YOURHOMEDIR)\kdepim\apps\kabc\std.vcf | 183 | (YOURHOMEDIR)\kdepim\apps\kabc\std.vcf |
184 | 184 | ||
185 | Copy that file to a moveable disk or memory stick or just copy it via network to the destination. | 185 | Copy that file to a moveable disk or memory stick or just copy it via network to the destination. |
186 | Import that file into KAddressbook/Kontact via Import - Import vcard. | 186 | Import that file into KAddressbook/Kontact via Import - Import vcard. |
187 | Details about importing you can read at: 7) How to import your contact data into Kontact | 187 | Details about importing you can read at: 7) How to import your contact data into Kontact |
188 | 188 | ||
189 | Now you have your Outlook200X contact data on the KDE desktop available and you are done with the migration of contacts. | 189 | Now you have your Outlook200X contact data on the KDE desktop available and you are done with the migration of contacts. |
190 | 190 | ||
191 | ************************************************************* | 191 | ************************************************************* |
192 | 6) How to get the calendar data out of Outlook200X | 192 | 6) How to get the calendar data out of Outlook200X |
193 | ************************************************************* | 193 | ************************************************************* |
194 | 194 | ||
195 | Note: When accessing Outlook to read the data, it should not be possible, that there is any data lost in Outlook, because the progam accesses Outlook only Read-Only. | 195 | Note: When accessing Outlook to read the data, it should not be possible, that there is any data lost in Outlook, because the progam accesses Outlook only Read-Only. |
196 | 196 | ||
197 | You have the file | 197 | You have the file |
198 | kopi.exe | 198 | kopi.exe |
199 | and the other needed files accessable on your workstation. | 199 | and the other needed files accessable on your workstation. |
200 | 200 | ||
201 | Getting the calendar data | 201 | Getting the calendar data |
202 | 202 | ||
203 | NOTE: Before extracting the calendar data, it is recommended to extract the contact data first. | 203 | NOTE: Before extracting the calendar data, it is recommended to extract the contact data first. |
204 | If you extract the contact data first, the identity (UID) of attendees of a meeting can be mapped correctly in the newly created appointments, such that you can access the attendee contact data later directly from KOrganizer. | 204 | If you extract the contact data first, the identity (UID) of attendees of a meeting can be mapped correctly in the newly created appointments, such that you can access the attendee contact data later directly from KOrganizer. |
205 | 205 | ||
206 | Please start kopi.exe. | 206 | Please start kopi.exe. |
207 | 207 | ||
208 | You will see a dialog, that you started KO/Pi for the first time and that the timezone configuration will be shown now. Confirm with "Ok". | 208 | You will see a dialog, that you started KO/Pi for the first time and that the timezone configuration will be shown now. Confirm with "Ok". |
209 | 209 | ||
@@ -264,123 +264,147 @@ To configure IMAP resources, you should do: | |||
264 | KDE Components - KDE Resource Configuration | 264 | KDE Components - KDE Resource Configuration |
265 | Choose there: | 265 | Choose there: |
266 | Resources: contact | 266 | Resources: contact |
267 | and then: | 267 | and then: |
268 | Add... | 268 | Add... |
269 | IMAP | 269 | IMAP |
270 | 270 | ||
271 | Now start Kontact and select the Contacts icon on the left side. | 271 | Now start Kontact and select the Contacts icon on the left side. |
272 | Choose menu: | 272 | Choose menu: |
273 | File... - Import - Import VCard... | 273 | File... - Import - Import VCard... |
274 | Select the imap resource as destination of the import | 274 | Select the imap resource as destination of the import |
275 | and choose the file to import. | 275 | and choose the file to import. |
276 | Now the contacts should be imported and you are done. | 276 | Now the contacts should be imported and you are done. |
277 | 277 | ||
278 | Don't forget to sync the IMAP account to upload to contacts to the server. | 278 | Don't forget to sync the IMAP account to upload to contacts to the server. |
279 | 279 | ||
280 | ************************************************************* | 280 | ************************************************************* |
281 | 8) How to import your calendar data into Kontact | 281 | 8) How to import your calendar data into Kontact |
282 | ************************************************************* | 282 | ************************************************************* |
283 | 283 | ||
284 | We want to import and upload our calendar data to a Kolab server. | 284 | We want to import and upload our calendar data to a Kolab server. |
285 | You should have access to a properly configured Kolab client. | 285 | You should have access to a properly configured Kolab client. |
286 | This Kolab client is Kontact in KDE. | 286 | This Kolab client is Kontact in KDE. |
287 | Make sure, you have the needed IMAP resources configured in KOrganizer. | 287 | Make sure, you have the needed IMAP resources configured in KOrganizer. |
288 | To configure IMAP resources, you should do: | 288 | To configure IMAP resources, you should do: |
289 | 289 | ||
290 | Open KDE control center, choose there | 290 | Open KDE control center, choose there |
291 | KDE Components - KDE Resource Configuration | 291 | KDE Components - KDE Resource Configuration |
292 | Choose there: | 292 | Choose there: |
293 | Resources: calendar | 293 | Resources: calendar |
294 | and then: | 294 | and then: |
295 | Add... | 295 | Add... |
296 | Calendar on IMAP-server via KMail | 296 | Calendar on IMAP-server via KMail |
297 | 297 | ||
298 | Now start Kontact and select the Calendar icon on the left side. | 298 | Now start Kontact and select the Calendar icon on the left side. |
299 | Choose menu: | 299 | Choose menu: |
300 | File... - Import - Merge Calendar... | 300 | File... - Import - Merge Calendar... |
301 | Select the imap resource as destination of the import | 301 | Select the imap resource as destination of the import |
302 | and choose the file to import. | 302 | and choose the file to import. |
303 | Now the calendar data should be imported and you are done. | 303 | Now the calendar data should be imported and you are done. |
304 | 304 | ||
305 | Don't forget to sync the IMAP account to upload the calendar data to the server. | 305 | Don't forget to sync the IMAP account to upload the calendar data to the server. |
306 | 306 | ||
307 | ************************************************************* | 307 | ************************************************************* |
308 | APPENDIX A) Problems and solutions when reading contact data | 308 | APPENDIX A) Problems and solutions when reading contact data |
309 | ************************************************************* | 309 | ************************************************************* |
310 | 310 | ||
311 | All data, which can be displayed and accessed in KAddressbook is imported from Outlook. | 311 | All data, which can be displayed and accessed in KAddressbook is imported from Outlook. |
312 | |||
313 | 1) Addresses | ||
314 | |||
312 | In Outlook you can assign an attribute "This is the mailing address" to one of the addresses. | 315 | In Outlook you can assign an attribute "This is the mailing address" to one of the addresses. |
313 | This address shows up in KAddressbook twice. | 316 | This address shows up in KAddressbook twice. |
314 | The first time with the original attribute from Outlook ( e.g. "work" for "business" in OL ). | 317 | The first time with the original attribute from Outlook ( e.g. "work" for "business" in OL ). |
315 | The second time with the attribute "postal". | 318 | The second time with the attribute "postal". |
316 | 319 | ||
320 | 2) Telephone Numbers | ||
321 | |||
317 | All telephone numbers of OL are imported. | 322 | All telephone numbers of OL are imported. |
318 | OL offers special case telephone numbers, like "Assistant", which have no counterpart in KAdressbook. | 323 | OL offers special case telephone numbers, like "Assistant", which have no counterpart in KAdressbook. |
319 | In that case, the imported number has special combined attributes in KAddressbook. | 324 | In that case, the imported number has special combined attributes in KAddressbook. |
320 | Here is the mapping of types in OL to attributes in KA: | 325 | Here is the mapping of types in OL to attributes in KA: |
321 | 326 | ||
322 | OL type Attributes in KA | 327 | OL type Attributes in KA |
323 | 328 | ||
324 | Assistant Work + Voice | 329 | Assistant Work + Voice |
325 | Business Work | 330 | Business Work |
326 | Business2 Work | 331 | Business2 Work |
327 | BusinessFax Work + Fax | 332 | BusinessFax Work + Fax |
328 | Car Car | 333 | Car Car |
329 | Home Home | 334 | Home Home |
330 | Home2 Home | 335 | Home2 Home |
331 | HomeFax Home + Fax | 336 | HomeFax Home + Fax |
332 | ISDN Isdn | 337 | ISDN Isdn |
333 | Mobile Cell (displayed as Mobile Phone) | 338 | Mobile Cell (displayed as Mobile Phone) |
334 | OtherFax Fax | 339 | OtherFax Fax |
335 | OtherTelephone Voice | 340 | OtherTelephone Voice |
336 | Pager Pager | 341 | Pager Pager |
337 | PrimaryTelephone Pref ( displayed as typeless, with attribute preferred ) | 342 | PrimaryTelephone Pref ( displayed as typeless, with attribute preferred ) |
338 | TTYTDD Modem | 343 | TTYTDD Modem |
339 | Telex Fax + Bbs (Bbs displayed as MailBox - not very senseful, sorry ...) | 344 | Telex Fax + Bbs (Bbs displayed as MailBox - not very senseful, sorry ...) |
340 | CompanyMain Work + Pref | 345 | CompanyMain Work + Pref |
341 | Radio Video | 346 | Radio Video |
342 | Callback Voice + Pref | 347 | Callback Voice + Pref |
343 | 348 | ||
344 | Some mapping may not be very senseful, but it helps to identify the original OL types. | 349 | Some mapping may not be very senseful, but it helps to identify the original OL types. |
345 | 350 | ||
351 | 3) Additional fields | ||
352 | |||
353 | For some contact fields in Outlook there is no corresponding field in KAddressbook. | ||
354 | The following contact fields are imported to KAddressbook and the field name and content is | ||
355 | prepended the notes information of the contact item in the notes field. | ||
356 | The following fields of Outlook are mapped to the notes field: | ||
357 | Language, Hobby, Homepage, Billing information, Customer ID, User1, User2, User3, User4 | ||
358 | |||
359 | Example: | ||
360 | +++++++++++++++++++++++++++ | ||
361 | Additonal fields created | ||
362 | by KA/Pi Outlook import: | ||
363 | Language: Swedish | ||
364 | Hobby: Golf,fishing | ||
365 | End additonal fields created | ||
366 | by KA/Pi Outlook import! | ||
367 | +++++++++++++++++++++++++++ | ||
368 | <Below that are your notes of this contact> | ||
369 | |||
346 | 370 | ||
347 | ************************************************************* | 371 | ************************************************************* |
348 | APPENDIX B) Problems and solutions when reading calendar data | 372 | APPENDIX B) Problems and solutions when reading calendar data |
349 | ************************************************************* | 373 | ************************************************************* |
350 | 374 | ||
351 | Almost all data, which can be displayed and accessed in KOrganizer is imported from Outlook. | 375 | Almost all data, which can be displayed and accessed in KOrganizer is imported from Outlook. |
352 | Attachments of appointments are not imported. | 376 | Attachments of appointments are not imported. |
353 | KOrganizer may crash, when reading some kinds of attachments. | 377 | KOrganizer may crash, when reading some kinds of attachments. |
354 | These may be changed in future versions. | 378 | These may be changed in future versions. |
355 | 379 | ||
356 | Attendee lists of meetings and their state are imported in KOrganizer. | 380 | Attendee lists of meetings and their state are imported in KOrganizer. |
357 | 381 | ||
358 | A problem is importing some kinds of recurring events: | 382 | A problem is importing some kinds of recurring events: |
359 | 383 | ||
360 | First problem: | 384 | First problem: |
361 | OL offers a recurrence like | 385 | OL offers a recurrence like |
362 | - Yearly recurrence, every second Tuesday of July. | 386 | - Yearly recurrence, every second Tuesday of July. |
363 | KOrganizer ( in versions < 3.3.0 ) does not offer that kind of recurrence. | 387 | KOrganizer ( in versions < 3.3.0 ) does not offer that kind of recurrence. |
364 | Such that | 388 | Such that |
365 | "Yearly recurrence, every second Tuesday of July." | 389 | "Yearly recurrence, every second Tuesday of July." |
366 | is converted to | 390 | is converted to |
367 | "Monthly recurrence, every 12. month, second Tuesday in month, StartMonth = July." | 391 | "Monthly recurrence, every 12. month, second Tuesday in month, StartMonth = July." |
368 | which can be edited in KO. | 392 | which can be edited in KO. |
369 | 393 | ||
370 | Second problem: | 394 | Second problem: |
371 | OL offers an exception in a recurrence with other data/time. | 395 | OL offers an exception in a recurrence with other data/time. |
372 | KO offers only an exception in a recurrence , where the exception is deleted from the row of all occurences. | 396 | KO offers only an exception in a recurrence , where the exception is deleted from the row of all occurences. |
373 | Such that | 397 | Such that |
374 | "Recurring event with exception, that date XX should be at date YY" | 398 | "Recurring event with exception, that date XX should be at date YY" |
375 | in OL is converted to two events in KO: | 399 | in OL is converted to two events in KO: |
376 | "Recurring event with exception, that date XX is not included" | 400 | "Recurring event with exception, that date XX is not included" |
377 | "Non-recurring event at date YY with same data like the recurring event (e.g. Summary, location, attendee list, ...)" | 401 | "Non-recurring event at date YY with same data like the recurring event (e.g. Summary, location, attendee list, ...)" |
378 | 402 | ||
379 | 403 | ||
380 | 404 | ||
381 | 405 | ||
382 | 406 | ||
383 | 407 | ||
384 | 408 | ||
385 | 409 | ||
386 | 410 | ||