1 About Archiving Archiving Your Mail in Outlook 2010 All messages, contact information, calendars and other data you create in Microsoft Outlook 2010 are kept in your mailbox on the Exchange server. But to manage the space in your mailbox, you need to store items you don t need but don t want to delete. Outlook provides an archive function that handles this storage process by moving items, based on their age, to an archive location, an Outlook Personal Folders file (.pst). This is a data file that stores your archived messages and other Outlook items on your computer. Your archive folders are always available to you from within Outlook In addition, you can restore any archived item to its original folder if you wish. There are two options for archiving your messages and other items: You can have Outlook archive automatically, using the AutoArchive feature. You can archive manually if you wish. Below are instructions for each option. Changing the Default AutoArchive Settings Default Folder Settings AutoArchive moves items from their original location to an archive file folder when they expire, that is, when they pass their aging period. The default aging period used by AutoArchive is six months. AutoArchive is turned on by default and runs automatically at scheduled intervals. However, not every folder is included in the default settings. The table below shows which folders are included by default. Default AutoArchive Settings by Folder Folder Default Setting Calendar Deleted Items Journal Sent Items Tasks Drafts Inbox Notes Outbox Junk Contacts N/A Note that your Contacts folder has no AutoArchive setting. Contacts are always active and never expire. 1 of 7
2 Default AutoArchive Settings The default AutoArchive settings determine whether AutoArchiving will be performed, how often it will be performed, and where the archive file will be located. You may want to modify Outlook's default AutoArchive settings to suit your preferences. Settings that are checked are turned on. If a setting is turned on, data will be archived on the timetable listed and to the location specified. If the setting is turned off, the data remain active in Outlook. Default settings affect folders which do not have customized archive settings. (To customize archive settings for a specific folder, see Customizing Archive Settings below.) 1. From the File tab, select Options... The Outlook Options box will open. 2. Select the Advanced tab 3. Click AutoArchive Settings The AutoArchive dialog box appears. 2 of 7
3 4. To run AutoArchive, select Run Auto Archive every n days. The option is selected if a checkmark appears before it. 5. To modify how often Outlook checks for items to be archived, in the Run AutoArchive every text box, type or use the nudge buttons to indicate the appropriate number of days 6. To receive a prompt before Outlook AutoArchives any items, select Prompt before AutoArchive runs. The option is selected if a checkmark appears before it. 7. To set Outlook to delete expired items, select Delete expired items ( folders only). The option is selected if a checkmark appears before it. WARNING: The items will be permanently deleted, not archived. How is the age of an item determined by Outlook? Default folder settings for archiving section 8. In the Clean out items older than text boxes, set the age of the items you want archived 9. In the Move old items to text box, use the default location or type the file location To select the location, click BROWSE... Age is based on the last action associated with an or other Outlook item. For example, an you receive would be aged based on the date of receipt. However, if you forward or reply to the , the forward or reply date is the last date associated with the and therefore the basis for aging. Also, for any mail migrated from the old mail systems, age is based on the migration date, not the date 3 of you 7 received the .
4 To set AutoArchive to delete the items, select Permanently delete old items 10. Click the Apply these settings to all folders now button to apply the AutoArchive settings, including your changes, to all of your folders. (To specify different settings for one or more folders, see Changing Individual Folder AutoArchive Settings.) CAUTION: Applying the Auto-Archive settings to all folders is not recommended. If you click this button, it is possible that items will be archived before you want them archived. For example, s in your inbox could be archived before you have read them. 11. Click OK. 12. Click OK. Changing Individual Folder AutoArchive Settings There are many AutoArchive settings which can be specified at the folder level, including how often AutoArchive runs, when items expire (aging) and the location to which the archive is saved on your computer. AutoArchive also gives you the option to delete expired items instead of archiving them. Customization of the AutoArchive settings must be done on a folder-by-folder basis. 1. In the Folder list, right click the desired folder and select Properties The Properties dialog box for the folder you selected appears. 2. Select the AutoArchive tab 3. Select Archive this folder using these settings 4. To change the expiration period, in the Clean out items older than text boxes, set the age of the items you want archived 4 of 7
5 5. To change the location, select Move old items to and in the Move old items to text box, type the file location To select the location, click BROWSE... To set AutoArchive to delete the items, select Permanently delete old items 6. Click OK. Turning the AutoArchive Feature In Outlook 2010, AutoArchive is on by default and runs automatically at scheduled intervals. However, you can turn AutoArchive off for all folders or for an individual folder. To turn off AutoArchive for all folders: 1. From the File tab, select Options, and then click the Advanced tab. 2. Click AutoArchive Settings. 3. Clear the Run AutoArchive every n days check box. 4. Click OK twice to exit the Outlook Options. To turn off AutoArchive for a single folder: 1. In the Folder list, right click the desired folder and select Properties. 2. Click the AutoArchive tab. 3. Select the Do not archive items in this folder option. 4. Click OK. Archiving Your Mail Manually As an alternative to the AutoArchive feature, you can archive manually in Outlook From the File tab, select Info from the left pane. 5 of 7
6 2. Click on the drop down list on the Cleanup Tools button in the Mailbox Cleanup section in the right pane. 3. Select Archive The Archive dialog box appears 4. Select the folder you wish to archive manually under the Archive this folder and all subfolders list. 5. Specify a date under Archive items older than. 6. Under Archive file, click Browse to specify a new file or location if you do not want to use the default file or location. 6 of 7
7 7. Select the Include items with "Do not AutoArchive" checked check box if you want to override a previous setting to not automatically archive specific items. NOTE: Any items that you choose to override will continue to be subject to the Do not AutoArchive setting after you manually archive. (You can manually override that setting again in the future.) 8. Click OK Finding and Moving Archived Mail The first time you archive mail, Outlook creates a set of Archive Folders at the bottom of your Mail folders in the Navigation Pane. You can access your archived mail from these folders at any time. 1. Click Archive Folders in the Navigation Pane. 2. Click the folder containing the items you want to view or move. 3. To move archived mail into an active mail folder, select the items you want to move, and then drag them into their original folder in the Folder List, or into another folder. REMINDER: Remember that your regular mail folders are located in your mailbox on the Exchange Server. Your archive folders are located on your computer. Therefore, you don t have access to archived mail from Outlook Web Access. You can only archive, and access your archive folders, from your machine. 7 of 7
Bare Bones Guide to Using Outlook 2010 for Email July 10, 2013 Alternative Format Statement This publication is available in alternative media upon request. Statement of Non-Discrimination The Pennsylvania
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