Upgrading to Outlook 2003 From Previous Versions

When you upgrade to Microsoft® Office Outlook® 2003 from an earlier version of Outlook, you must make choices about configuring Outlook user profiles, and you must be aware of fax and forms changes.

Configuring user profiles in Outlook 2003

You can configure a variety of Outlook 2003 e-mail services by using the Custom Installation Wizard to define Outlook user profiles, then saving your customizations in a transform (MST file). For example, you can define Microsoft Exchange Server connections, add POP3 accounts, or specify other e-mail support.

When you create a transform for Outlook, you have several choices for keeping, creating, or modifying user profiles. For example, you can choose to create new default profiles for new Outlook users and keep existing profiles for current Outlook users.

If you choose to modify Outlook user profiles during an upgrade, you can also configure a number of user options and other features for your users, including configuring Cached Exchange Mode, setting options to help users avoid junk e-mail messages, and defining Send/Receive groups and settings.

Upgrading with Cached Exchange Mode enabled

Cached Exchange Mode is a new feature in Outlook 2003 that can help to provide an improved experience for users who work offline or for times when a connection to the Microsoft Exchange server is slow or unavailable. Cached Exchange Mode works by downloading copies of users' Exchange mailboxes to a local file (the user's OST file). If you have users who have large Exchange mailboxes and have OST files already configured for Outlook, be aware that you may need to take special steps to help avoid errors when those users upgrade to Outlook 2003 with Cached Exchange Mode enabled.

When Cached Exchange Mode is deployed or enabled for users without an existing OST file, Outlook creates a new OST file. The new Outlook 2003 OST files are Unicode® (by default) and do not have a 2 gigabyte (GB) storage limit, unlike Outlook files created with Outlook 2002 or earlier. This means that large Exchange mailboxes can typically be successfully downloaded into an Outlook 2003 OST file.

However, when Outlook — in Cached Exchange Mode — attempts to synchronize Exchange mailboxes for users with existing OST files from earlier versions of Outlook, the attempt to update the OST may fail. To learn more about helping to prevent this problem, see Setting Up Outlook 2003 Cached Exchange Mode Accounts.

Upgrading from an Outlook 2000 IMO installation

When you upgrade to Outlook 2003 from an Internet Mail Only (IMO) installation of an earlier version of Outlook, you may need to recreate Outlook profiles for your users in some cases. Users may also encounter the following issues; a workaround is provided, if available.

Address book may need to be imported manually

After you upgrade from Outlook 2000 IMO to Outlook 2003, members of Windows Address Book distribution lists from your Outlook 2000 Address Book might be absent from Outlook 2003.

To work around this behavior, manually import the Windows Address Book data.

To manually import Windows Address Book data

  1. On the File menu in Outlook 2003, click Import and Export.
  2. Click Import Internet Mail and Addresses, and then click Next.
  3. Click Outlook Express 4.x, 5.x, 6.x, and then click Next.
  4. Choose how you wish to handle entries that would duplicate any current Outlook contacts, and then click Finish.

Rules might not work properly

After you upgrade to Outlook 2003 from Outlook 2000 IMO with multiple POP accounts, rules that are based on the through the specified account option might not work.

To work around this problem, recreate the rules in Outlook 2003.

To create a rule for POP accounts in Outlook 2003

  1. On the Tools menu in Outlook 2003, click Rules and Alerts.
  2. Click New Rule.
  3. Click Start from a blank rule, and then click Next.
  4. Under Which condition(s) do you want to check?, select the through the specified account check box, and then click the underlined value to enter the specified POP account.
  5. Click Next.
  6. Under What do you want to do with the message?, click Move it to the specified folder, and then click the underlined value to enter the specified folder.
  7. Click Next.
  8. Click Next.
  9. Click Finish.

Error for unsupported fax software may not appear

When you upgrade from Microsoft Outlook 2000 in IMO mode with the Symantec Winfax Starter Edition installed and configured to Outlook 2003, the following error message should appear but might not:

Setup has detected that you have one or more of the following 
features installed:
- cc:Mail
- Microsoft Mail
- Net Folders
- Microsoft Fax
- WinFax Starter Edition (SE)
These features are no longer supported in Outlook. If you continue the upgrade, 
you will no longer be able to use them. 
Would you like to continue the upgrade to Outlook?

This error message should appear and Symantec Winfax Starter Edition should be included as one of the features that is no longer supported.

Choosing a default e-mail editor in Outlook 2003

If you are upgrading to Outlook 2003 before upgrading to Microsoft Office Word 2003, your users will not be able to use WordMail as their Outlook e-mail editor. Because WordMail is the default e-mail editor in Outlook 2003, you will need to specify the standard Outlook editor as the default when you customize your deployment. On the Outlook: Customize Default Settings page of the Custom Installation Wizard, under Customize Outlook e-mail defaults, choose Outlook in the Default e-mail editor drop-down list.

Choosing fax support in Outlook 2003

Integrated fax support is not provided in Outlook 2003. However, you can use third-party MAPI fax providers or Microsoft Windows® fax support.

WinFax — an earlier faxing program that was integrated with Outlook — is uninstalled by Outlook 2003. If the viewer is currently on a user's computer, it is uninstalled as part of the upgrade process.

Supporting forms in Outlook 2003

If you have custom solutions that depend on Electronic Forms Designer, note that Electronic Forms Designer is no longer supported in Outlook 2003.

Related link

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.

Applies to:
Deployment Center 2003