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2 Introduction and policy Everyone is assigned a section of space on a company file-server for archiving. This space is known as the X: drive and is specific/private to you only. In order to be consistent and maintain a reliable structure, the archiving policy requires that you archive all historical by year only. This is done by creating a separate PST file for each year. This includes both received and sent items. If in the event that you do not have access to the X: drive, you will be required to make a copy of the PST file and then submit it to the information systems department. Following the steps below will ensure that all prior year s is stored according to a common structure, easily retrievable by management in the event that you are not available. Note: The steps below only ensure the consistency and integrity of prior year s correspondence and NOT the current year. Please make sure that you take the necessary steps to back up your current years . What is a PST file? A PST file is a single file and is the standard file format that Microsoft Outlook stores all , calendar, tasks, and other correspondence in. PST refers to the 3 letter file extension at the end of the name given to the file(example: my .pst ). A PST file is referred to as an Outlook Data File in the menu system of Microsoft Outlook. Click on the version of Microsoft Outlook you have below to guide you through the steps: Microsoft Outlook 2010 Microsoft Outlook 2007 and Older Creating a PST file in Microsoft Outlook 2007 and older 1. Open Microsoft Outlook. 2. Click File as seen below:

3 3. Click New as seen below: 4. Click Outlook Data File as seen below: 5. The Following screen appears: 6. Ensure the default highlighted field for Types of storage: is Office Outlook Personal Folders File (.pst) and then click Ok.

4 7. The following screen appears: 8. Change the location where you will save the PST. To save the PST file to the X: drive, click the Save in: drop down menu or click on the My Computer icon to the left and navigate to the X: drive. If the X: drive is not available, contact the information systems department. Note: If you are on a jobsite, creating and archiving to a PST file on the X: drive is more than likely going to be extremely slow. It is best to create the PST file in another location such as my documents and then copy the PST file to the X: drive. Make sure Microsoft Outlook is closed when you perform the copy. If this is the process you wish to follow skip to Step Once you have navigated to the X: drive it should look like the screen below: 10. Note that the Save in: now displays your login username followed by on server name\ archives (X:) 11. Fill in the File name: section at the bottom of the screen for the year you wish to archive. In the example below we have elected to archive for the year Click Ok.

5 13. The following screen appears: 14. Change the Name: field to reflect the same year as the previous screen and click Ok. In this example above you will notice that we have filled in Note: This is the name of the PST file that will appear in your Microsoft Outlook structure as seen below. 15. Click Finish. 16. If you expand the 2009 PST file(click on the symbol), you will notice that it already contains two folders, Deleted Items and Search Folders. These are created by default and cannot be deleted. See below: 17. At this point it is optional how you store or archive under this PST file. A recommended solution would be to create new folders Inbox and a Sent Items folder in this PST file first as seen below:

6 18. To begin archiving all sent items for a particular year, simply go to your Sent Items folder in your Outlook Today or Personal Folders PST file, highlight all sent items that correspond to the year you wish to archive, holding the left mouse button down, drag it to the Sent Items folder in the PST file for the year you are archiving. In our example, we will drag all 2009 sent items from our Outlook Today or Personal Folders PST file to our newly created Sent Items folder in the 2009 PST file. See below: 19. Repeat the same steps above for all your received items in your Inbox. i.e. drag all for the year you are archiving in your Outlook Today or Personal Folders PST file to the Inbox folder you just created in your new PST file for that year. 20. Recommendation: Because almost everyone creates sub-folders under their Inbox, creating those sub-folders again under the archived PST file and then dragging that years received items one sub-folder at a time can be extremely tedious. If you create a single sub-folder such as Archives or To be archived under your Inbox in the Outlook Today or Personal Folders PST file at the begging of the year, and then create your sub-folders under that single sub-folder as you progress through the year, you can simplify the process down to one simple drag at the end of each year, saving you hours of waiting. See structure below for example: 21. In the above example all you would have to do is drag the Archives folder into the 2009 PST file. Note: Make sure you do not include from several years as this defeats the object of archiving by year. Note: A potential disadvantage of doing it this way is that you would need to recreate the Archives sub-folder and the sub-folders under it each year as you progress through the year. The advantage would be that you start each year with a fresh clean set of sub-

7 folders thus illuminating sub-folders that you don t use anymore and that taking up space and probably hampering your performance. Creating a PST file inmicrosoft Outlook Open Microsoft Outlook. 2. Click the small downward arrow on the New Items icon as seen below: 3. The following menu appears 4. Click More Items

8 5. The following menu appears 6. Click Outlook Data File 7. The following screen appears: 8. Change the location where you will save the PST. To save the PST file to the X: drive, scroll down on the left window until you locate the X: drive which is located under the computer icon. Click on it once. 9. Note: If you are on a jobsite, creating and archiving to a PST file on the X: drive is more than likely going to be extremely slow. It is best to create the PST file in another location such as my documents and then copy the PST file to the X: drive. Make sure Microsoft Outlook is closed when you perform the copy. If this is the process you wish to follow skip to Step 12.

9 10. Once you have navigated to the X: drive it should look like the screen below: 11. Note that the Save in: now displays your login username followed by on server name\ archives (X:) 12. Fill in the File name: section at the bottom of the screen for the year you wish to archive. In the example below we have elected to archive for the year You will notice that the PST file now appears in your list of folders on the left of your screen. In this example you will notice that we have now have a 2009 PST file. 14. If you expand the 2009 PST file(click on the symbol), you will notice that it already contains two folders, Deleted Items and Search Folders. These are created by default and cannot be deleted. See below:

10 15. At this point it is optional how you store or archive under this PST file. A recommended solution would be to create new folders, a Inbox and a Sent Items folder in this PST file first as seen below: 16. To begin archiving all sent items for a particular year, simply go to your Sent Items folder in your Outlook Today, Personal Folders or PST file, highlight all sent items that correspond to the year you wish to archive, holding the left mouse button down, drag it to the Sent Items folder in the PST file for the year you are archiving. In our example, we will drag all 2009 sent items from our Outlook Today, Personal Folders or PST file to our newly created Sent Items folder in the 2009 PST file. See below: 17. Repeat the same steps above for all your received items in your Inbox. i.e. drag all for the year you are archiving in your Outlook Today or Personal Folders or PST file to the Inbox folder you just created in your new PST file for that year.

11 18. Recommendation: Because almost everyone creates sub-folders under their Inbox, creating those sub-folders again under the archived PST file and then dragging that years received items one sub-folder at a time can be extremely tedious. If you create a single sub-folder such as Archives or To be archived under your Inbox in the Outlook Today or Personal Folders PST file at the begging of the year, and then create your sub-folders under that single sub-folder as you progress through the year, you can simplify the process down to one simple drag at the end of each year, saving you hours of waiting. See structure below for example: 19. In the above example all you would have to do is drag the Archives folder into the 2009 PST file. Note: Make sure you do not include from several years as this defeats the object of archiving by year. Note: A potential disadvantage of doing it this way is that you would need to recreate the Archives sub-folder and the sub-folders under it each year as you progress through the year. The advantage would be that you start each year with a fresh clean set of subfolders thus illuminating sub-folders that you don t use anymore and that taking up space and probably hampering your performance. If you have any questions about completing this tutorial, please contact the IS Department.

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