Friday, April 1, 2011

How to Migrate Outlook 2007 Categories

Recreating Outlook 2007 Categories can be a daunting task, having to recreate the label, color, and hot key codes.

I used Category Manager 3.0 located here: http://www.vboffice.net/product.html?lang=en in order to migrate the categories from one user to another user to create a consistent category scheme.
Steps for source computer.
  1.  Close Outlook.
  2. Install the software
  3. Open Outlook.
  4. Start the Category manager.
  5. Export the categories to TXT.
  6. Close Outlook.
  7. Uninstall the software, it is a 30 day trial.

Steps for destination computer.
  1. Close Outlook.
  2. Install the software.
  3. Open Outlook.
  4. Start the Category Manager.
  5. Examine the txt file, and break the categories into groups of 8. The trial version will only import 8 Categories at a time.
  6. Delete existing categories.
  7. Import Category TXT files.
  8. Save changes.
  9. Close the Category Manager, Close Outlook.
  10. Uninstall the software from Add Remove Programs.  
If you have a batch of Categories that you need to replicate, just repeat the Destination step for each machine.

Have fun, -Bronson.