Planning an Upgrade to Outlook 2003

Because Microsoft® Office Outlook® 2003 is compatible with earlier versions of Outlook, upgrading to a new version of Outlook typically involves no more than preparing for, and distributing, the client. If you are upgrading from other Microsoft e-mail and scheduling clients, the process is simplified with the use of the import feature in Outlook.

 Note    If you are upgrading from earlier Microsoft mail and calendaring programs, you can no longer import MS Mail files to Outlook 2003 and you cannot share information between Outlook 2003 and Schedule+.

To prepare for an upgrade, you must decide on the following issues:

  • Which cryptographic and security settings you want for your users.

For more information, see Overview of Cryptography in Outlook 2003.

  • Which e-mail editor to use for composing Outlook e-mail messages.
  • If you use Microsoft Exchange 5.5 as your messaging server, whether to upgrade to Exchange 2000 or a later version before deploying Outlook 2003.

For more information, see Microsoft Exchange Server Support for Outlook 2003.

  • Whether to upgrade all users in your organization at once or in stages. If you plan to upgrade in stages, keep in mind that Outlook users might need to exchange e-mail messages and scheduling data with users of other Microsoft e-mail and calendar applications, which can complicate support issues.
  • If you plan to install Microsoft Office 2003, whether to upgrade to Outlook 2003 with or after an Office 2003 deployment. If users upgrade to Outlook 2003 before upgrading to other Office applications, they will not be able to use Microsoft WordMail as their e-mail editor. The version of Microsoft Word must match the version of Outlook in order for WordMail to be available as the editor in Outlook.

For more information about choices in staging your Outlook deployment — by upgrading groups of users in stages, or by separating the Outlook 2003 installation from the Office 2003 installation — see Determining When to Install Outlook.

  • Whether to make changes to Outlook user profiles as part of your upgrade; for example, defining a new Exchange server or enabling new features of Outlook such as Cached Exchange Mode.

For more information, see Deploying Outlook 2003.

  • Whether your organization currently uses fax features or Outlook forms provided in an earlier version of Outlook.

For more information, see Upgrading to Outlook 2003 From Previous Versions.

  • How to manage creating and storing a backup of your existing installation. Before upgrading to any new release, it is wise to back up your existing data in case data is lost during the upgrade process.

Upgrading from an earlier version of Outlook

You can install Outlook 2003 over a Microsoft Outlook 97, Outlook 98, Outlook 2000, or Outlook 2002 installation. Like other Office 2003 applications, Outlook 2003 migrates user settings stored in the registry. In addition, if a MAPI profile already exists on a user's computer, your Outlook 2003 deployment can typically be configured to continue to use the profile. However, if you are upgrading from an Internet-only installation of Outlook 2000 or earlier, you may need to take additional steps, including recreating user profiles.

 Note    Outlook 2003 cannot coexist with previous versions of Outlook. If you choose to keep previous versions, do not install Outlook 2003.

Upgrading from other mail and scheduling programs

You can upgrade to Outlook 2003 from mail and scheduling programs other than earlier versions of Outlook. The table below lists migration paths supported by Outlook 2003.

Software program Version Comment
Schedule+ 7.x, SC2
Outlook Express 4.x, 5.x, 6.x
Eudora Pro, Eudora Light 2.x, 3.x, 4.x, 5.x New in Outlook 2003 (Eudora 5.x)

Related links

The Office Custom Installation Wizard provides a straightforward way to configure and install Outlook 2003. For more information about Outlook configuration choices, see Custom Installation Wizard.

You can learn more about the steps for upgrading from Internet-only installations of Outlook by reviewing Upgrading to Outlook 2003 From Previous Versions.

You can deploy Outlook separately from the rest of Office 2003. For more information, see Determining When to Install Outlook.

Applies to:
Deployment Center 2003