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Outlook Workshop - Maintenance Skills
Outlook contains many tools and views to help manage your mailbox data.  Collectively these are called maintenance tools.  The most important of which is the autoarchive tool.  
 
  IX. Outlook Maintenance Skills

Archiving your email.

The AutoArchive default for Outlook is set on the Tools > Options > Other tab.

Clicking the AutoArchive... button will bring up the following dialog:

Set the autoarchive period you wish, and define a path in the My Documents area (I suggest creating a folder called "My Email Archive") to save the archive file. 

Note that the archive period shown above may be far too short for you.  You might want to run the archiving feature every 30 days and clean out things older than 6 months, rather than the settings shown above.  Note also that the path to the archive file is not the default one.  It is a path to a folder within the My Documents structure called "My Email Archive."  That way it will get backed up when the rest of your My Documents are backed up, and it is also easier to find.  The actual archive file is a ".pst" file, a personal store file, which can be opened and compressed from within Outlook.

It is also important, if you want to make reference to the archive frequently, to check the box "Show archive folder in the folder list,"  though it is easy to find and open/close if need be.  This just makes it easier.

Please also note that the button titled "Apply these settings to all folders now" actually only applies the settings to folders where custom archive settings already exist--overriding those settings.

You can archive any folder any time you want by selecting the folder and choosing File > Archive...  though this will become unnecessary once you establish the habit of regularly archiving.

Most people keep far too many emails around, which in a large organization like Palomar college chokes the Exchange server and makes for storage and backup headaches for the IS staff.  Archiving your email moves it off the Exchange server onto your hard drive.  Of course, it is important that you back up your hard drive regularly, but I can testify from personal experience that it really doesn't matter if you lose all that old email...

Backing up your Rules.

When you get a new computer, the last thing you think about are the client-side email rules you spent so long developing.  It is simple to export your rules and import them again on the new computer.  You just have to remember to do it.

Here's how:

Choose Tools  > Rules and Alerts...

Click the Options button

Click the Export Rules button

Define a file location for the rules and click Save.

The rules will be saved as a *.rwz file.  They can be imported to another computer using the same program areas.

Mailbox Cleanup.

Outlook provides a handy tool for cleaning up the space taken up by your account on the Exchange server.  It is located on the tools menu.  Choose Tools > Mailbox Cleanup...  You will see the following dialog:

The find items older than x days should not be too relevant after you have established a good autoarchiving procedure, but if this is the first time you have tried to cleanup your mailbox, it may be of interest.  Be careful, the AutoArchive button on this screen immediately starts the autoarchive procedure.  It does NOT bring up additional dialog boxes (as indicated by the absence of ellipses on the button).  Note that there is also a handy way to empty the deleted item basket here too.

Remember, you can always create exceptions to the general autoarchive rules

 

  An audio course from Microsoft: Manage the size of your mailbox.

Also of interest are:

 
 

Click here to return to the Outlook Workshop page.

 

 
 

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