Guide to Migrating Your Outlook.com Club & Contacts to Your New Office365 Account

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1 Improving the lives of women and girls through programs leading to social and economic empowerment. SOROPTIMIST INTERNATIONAL OF THE AMERICAS Guide to Migrating Your Outlook.com Club & Contacts to Your New Office365 Account Table of Contents Exporting Contacts from your Outlook.com Club Account. pages 2 6 Archiving from your Outlook.com Club Account... pages 7 17 Importing Contacts into your new Office365 Club Account... pages Importing Archived into your new Office 365 Club Account.pages Note: If you choose to download and archive from your existing Outlook.com account, the process will need to be completed by the slated December 15, 2014 switchover to Office365. At this point all new will be routed to your new Office365 account and the Outlook.com account will be inactive. However, you will still be able to log into Outlook.com to view any existing in the old account Spruce Street Philadelphia, PA Soroptimist.org LiveYourDream.org Soroptimist International of the Americas

2 Exporting Contacts from your Outlook.com Club Account How to sign in and access Outlook.com club 1. Open an internet browser window (i.e.: Internet Explorer, Firefox, Safari, etc) 2. In the address line type: outlook.com and press enter on the keyboard. 3. Enter your Microsoft Account ID = 4. Enter your Password = 6 digit club ID number (this number begins with a 1 ) or password the club has updated. Please do not add any spaces or characters to the Microsoft Account/Club address provided by Soroptimist Headquarters. Example: Soroptimist International of Nassau County Enter address here (#3) Enter 6-digit password here (#4) Note: Some names are the same for more than one club, in this situation the abbreviation for the state is added to the log in after the club name. Example: SI Fremont Soroptimist International of the Americas. Created October 2014 page 2 of 29

3 5. Once logged in, you should see your inbox like the screenshot below. Click the down arrow 6. Click on the down arrow to the right of Outlook.com in the menu bar and then click People. Click People Soroptimist International of the Americas. Created October 2014 page 3 of 29

4 7. Click Manage in the toolbar at the top and choose Export for Outlook.com and other services Soroptimist International of the Americas. Created October 2014 page 4 of 29

5 8. After choosing Export for Outlook.com and other services you should receive a pop up message asking you if you would like to save OutlookContacts.csv. Depending on the version of Internet browser you are using (i.e. Internet Explorer, FireFox, Chrome, etc.), the message appearance and location on the screen will vary. The example below is Internet Explorer Choose Save as to save a local copy of your contacts as a.csv file. 10. In the Save As window, choose a location to save the OutlookContacts.csv file and click Save Soroptimist International of the Americas. Created October 2014 page 5 of 29

6 Choose a location for the file Click Save 11. At this point, you have completed the export of your Outlook.com contacts. Save the file in a location where you will remember as you will need this file to import into your new Office365 club account. The import process will not be completed until the new Office365 accounts are activated in December. Soroptimist International of the Americas. Created October 2014 page 6 of 29

7 Archiving from your Outlook.com Club Account 1. Open an internet browser window (i.e.: Internet Explorer, Firefox, Safari, etc) 2. In the address line type: outlook.com and press enter on the keyboard. 3. Enter your Microsoft Account ID = 4. Enter your Password = 6 digit club ID number (this number begins with a 1 ) or password the club has updated. Please do not add any spaces or characters to the Microsoft Account/Club address provided by Soroptimist Headquarters. Example: Soroptimist International of Nassau County Enter address here (#3) Enter password here (#4) Note: Some names are the same for more than one club, in this situation the abbreviation for the state is added to the log in after the club name. Example: SI Fremont Soroptimist International of the Americas. Created October 2014 page 7 of 29

8 5. Once logged in, you should see your inbox like the screenshot below. 6. Click the options icon and then choose options from the dropdown menu. Click the options icon and then choose Options from the dropdown menu. 7. Under Managing Your Account, click Connect devices and apps with POP. Soroptimist International of the Americas. Created October 2014 page 8 of 29

9 8. Under POP, select Enable 9. Under Deleting Downloaded Messages, select Don t let devices or apps delete messages from Outlook.com. 10. Click Save. 11. You can log out of your account once the settings have been saved. 12. Next we will download and install a free client application from Microsoft that we will use to archive your club . Soroptimist International of the Americas. Created October 2014 page 9 of 29

10 13. Open an Internet browser and go to the following URL us/windows live/essentials other#essentials=overviewother 14. Click the Download Now button to download Windows Essentials. 15. You will receive a pop up asking you if you would like to run or save wlsetup web.exe. Choose Save As and save the file to a location of your choice. Depending on the version of Internet browser you are using (i.e. Internet Explorer, FireFox, Chrome, etc.); the message appearance and location on the screen will vary. The example below is Internet Explorer 11. Soroptimist International of the Americas. Created October 2014 page 10 of 29

11 16. After the download has completed. Browse to the file location and double click the file to run the installer. 17. Click Choose the programs you want to install. Soroptimist International of the Americas. Created October 2014 page 11 of 29

12 18. Uncheck all the boxes except for Mail and click the Install button. We will only need to install the mail client application. 19. The installer will now install the mail application component of Windows Essentials. 20. You will see the following window when the installation is complete. 21. Click the close button. Soroptimist International of the Americas. Created October 2014 page 12 of 29

13 22. Go to the Windows program menu and locate the newly installed Windows Live Mail program. Double click and open the program. 23. Accept the user agreement by clicking the Accept button. Soroptimist International of the Americas. Created October 2014 page 13 of 29

14 24. The Windows Live Mail application will open to the Add your accounts window. 25. Enter your SIA club address, assigned password (club number is the default), and enter your club name for the display name. 26. Check Remember this password 27. Check Manually configure server settings and click next. Soroptimist International of the Americas. Created October 2014 page 14 of 29

15 28. Enter the following information into the Configure server settings page Incoming server information Server type: POP Server Address: pop mail.outlook.com Port: 995 Check the box for Requires a secure connection (SSL) Authenticate using: Clear text Logon user name: (Your club address) Outgoing Server Information Server address: smtp mail.outlook.com Port: 25 Check the box for Requires authentication 29. Click Next Soroptimist International of the Americas. Created October 2014 page 15 of 29

16 30. You should now begin to see your Outlook.com SIA club in your inbox. 31. Right click on the account folder in the left pane and choose properties. In this case it is named Soroptimist (siahqtest), but it will be named something different on your system. Right click Choose Properties Soroptimist International of the Americas. Created October 2014 page 16 of 29

17 32. On the General tab, rename the mail account name to Outlook and click OK. 33. Now the account folder in the left pane should be labeled Outlook as shown below. 34. At this point, you have completed archiving of your Outlook.com club . Your archived club will remain on your PC in the Windows Live Mail application until it is time to migrate it to the Office356 system after the switchover on December 15, The Windows Live Application will have a live connection to your Outlook.com account until the switchover is complete on December 15, After that point, all new to your club account will go to your new Office365 account and this account will no longer receive new . Soroptimist International of the Americas. Created October 2014 page 17 of 29

18 Importing Contacts into your new Office365 Club Account How to sign in and access Office365 club 1. Open an internet browser window (i.e.: Internet Explorer, Firefox, Safari, etc) 2. In the address line type: mail.office365.com and press enter on the keyboard. 3. Enter your Microsoft Account ID = 4. Enter your Password = 6 digit club ID number preceded by sia (i.e. sia199999) Please do not add any spaces or characters to the Microsoft Account/Club address provided by Soroptimist Headquarters. Example: Soroptimist International of Nassau County Enter address here (#3) Enter password here (#4) Soroptimist International of the Americas. Created October 2014 page 18 of 29

19 5. Once logged into your inbox, click People in the top menu bar. 6. You should now see your Office365 contacts page. Click the options gear icon on the right of the top toolbar and choose Import Contacts. Soroptimist International of the Americas. Created October 2014 page 19 of 29

20 7. Now you should see the import contacts window. Click the browse button and navigate to the OutlookContacts.csv file that you exported and saved from Outlook.com in the first section of this guide. 8. Choose the import file and click Open, then click the Next button. Soroptimist International of the Americas. Created October 2014 page 20 of 29

21 9. You should now see the results of your import on the import contacts window. In this example, five contacts were imported. 10. Click finish to complete the contacts import process. 11. The import is now complete and you should now be able to see your contacts in your Office365 club account. Soroptimist International of the Americas. Created October 2014 page 21 of 29

22 Importing Archived into your Office365 Club Account 1. Go to your Windows program menu and open the Windows Live Mail application that we used to archive your Outlook.com club in the second section of this guide. 2. We are now going to set up a second account in the Windows Live Mail program for your new Office365 account. We will then be able to copy the archived Outlook.com into your new live Office365 account using this application. 3. Click on Accounts in the top menu bar. Soroptimist International of the Americas. Created October 2014 page 22 of 29

23 4. Click on on the top left. 5. Enter your SIA club address, assigned Office365 password (club number preceded by sia) i.e. sia199999, and enter your club name for the display name. 6. Check the box next to Manually configure server settings and click next. Soroptimist International of the Americas. Created October 2014 page 23 of 29

24 7. Enter the following information into the configure server settings page. Incoming server information Server type: IMAP Server Address: outlook.office365.com Port: 993 Check the box for Requires a secure connection (SSL) Authenticate using: Clear text Logon user name: (Your club address) Outgoing Server Information Server address: smtp.office365.com Port: 587 Check the box for Requires authentication 8. Click Next Soroptimist International of the Americas. Created October 2014 page 24 of 29

25 9. You should now see two accounts in the left pane of the main Windows Live Mail window. 10. Right click the new account folder in the left pane and choose Properties. 11. In the properties window, rename the account to Office365. Soroptimist International of the Americas. Created October 2014 page 25 of 29

26 12. Click OK 13. You should now see your old Outlook.com club account as well as your new Office365 account in the mail Windows Live Mail window. 14. Click on Inbox under Outlook in the left pane. 15. You should now see the archived from your old Outlook.com inbox. Soroptimist International of the Americas. Created October 2014 page 26 of 29

27 16. Right click on any in the list. 17. Alternatively, you can select the top hold the shift key down and select a lower in the list to select a group of or even all at once. Then right click on the group of highlighted Select Copy to folder. 19. Choose Inbox under the Office365 account and click OK. Soroptimist International of the Americas. Created October 2014 page 27 of 29

28 20. You should now see the copying messages notification box. 21. Your messages are now being transferred from the old Outlook.com account to the new Office365 account. 22. After this completes, click the Send/Receive button in the top toolbar of the main window to complete the transfer process. 23. In the bottom left corner of the window you will see a message indicating the program is processing . Soroptimist International of the Americas. Created October 2014 page 28 of 29

29 24. Your old Outlook.com club should now show in the inbox of your new Office365 account. 25. This completes the migration of your old Outlook.com club to the new Office365 club account. If you did not transfer all of the you need to in one list, you can repeat the steps above as often as needed until you transfer everything that is needed. You will also see your transferred when log into your Office365 account though the web portal at mail.office365.com. Soroptimist International of the Americas. Created October 2014 page 29 of 29

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