Updated migration howto

1 files changed, 26 insertions, 2 deletions

diff --git a/bin/Migration-HowTo.txt b/bin/Migration-HowTo.txt
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@@ -1,52 +1,52 @@
 
 Migration HowTo Outlook 200X -> KDE 
 
-Version 1.0.2
+Version 1.0.3
 The latest version of this file can be downloaded from
 http://sourceforge.net/projects/kdepimpi/
 Please choose there package/project/file:
 general Files for KDE/Pim
 MigrationHowTo_OL2KDE
 MigrationHowTo_OL2KDE.txt.zip
 
 
 This HowTo describes the process of migrating data ( contact and calendar data ) from Outlook 200X to the PIM programs of the KDE-Desktop-Environment.
 The PIM programs are KAdddressbook and KOrganizer, which may be used embedded in the Kontact PIM management framework.
 This HowTo describes version 1.9.3a of the migration tools.
 The migration tools are the platform independent versions of KAdddressbook and KOrganizer: KAdddressbook/Pi and KOrganizer/Pi.
 
 Content:
 
 1) How to start
 2) How to import pst files in Outlook
 3) Where to get the migration tools
 4) How to install the migration tools
 5) How to get the contact data out of Outlook200X
 6) How to get the calendar data out of Outlook200X
 7) How to import your contact data into Kontact
 8) How to import your calendar data into Kontact
 
 APPENDIX A) Problems and solutions when reading contact data
 APPENDIX B) Problems and solutions when reading calendar data
 
 ****************************************
 1) How to start
 ****************************************
 
 For the migration we need the actual Outlook 200X data, which Outlook stores in *.pst files.
 Then we need an installed version of Outlook 200X to access these  *.pst files.
 When we have an Outllook 200X running with all data accessable, we need the migration tools.
 
 If you have no Outlook200X installed please install the Outlook version, you need to a import your *.pst files.
 If you have an Outlook200X installed with no contact/calendar data available, and you have some  *.pst files please continue with: 2) How to import pst files in Outlook.
 If you have a running Outlook200X already with contact/calendar data available, please continue with: 3) Where to get the migration tools.
 
 
 ****************************************
 2) How to import pst files in Outlook
 ****************************************
 
 To open a local *.pst file in Outlook2003, choose menu:
 File - Open - Outlook Data File ...
 Now the data included in this file is shown 
 as folders of a newly added root folder in the Outlook folder view.
@@ -113,97 +113,97 @@ and we can continue to install the files, which is simply unzipping them.
 ****************************************
 
 You have downloaded the files
  
 kapi193a-exe.zip
 kopi193a-exe.zip
 kdepimdll.zip
 
 Unzip these files.
 Now choose an arbitrary installation directory, where to copy all the needed files together.
 You should have now the following files and the directory "kdepim" in the same directory:
 kopi.exe  
 kapi.exe  
 microkabc_dir.dll  
 microkabc_file.dll   
 msvcr71.dll
 mfc71u.dll
 qt-mt331.dll  
 ReadMich.txt
 kdepim (directory)
 
 The directory "kdepim" should contain subdirectories 
 kaddressbook  
 korganizer
 which itself contain some subdirectories with icons and help text.
 
 Now the migration tools are ready for use.
 
 
 NOTE AND HINT for performing migration on many workstations:
 Just burn the content of the installation dir on a CD.
 Then you can put the CD in every workstation and execute the migration tools from that CD directly.
 
 
 *************************************************************
 5) How to get the contact data out of Outlook200X
 *************************************************************
 
 Note: When accessing Outlook to read the data, it should not be possible, that there is any data lost in Outlook, because the progam accesses Outlook only Read-Only.
 
 You have the file
 kapi.exe  
 and the other needed files accessable on your workstation.
 
 Getting the contact data
 
 Please start kapi.exe.
 Choose menu:
-File - Import - Import from OL...
+File - Import - Import from Outlook...
 You will get a dialog which shows all "Personal Folders" of Outlook.
 Choose the Contact Folder(s) you want to import and select them with a hook.
 (All other folder but the contact containing folders are shown, but disabled).
 (If the data you want to import is not stored in one of the shown folders,
 please read step 2.) and click on "close" ).
 Click the "import" button.
 Now Outlook asks you to allow access to the contact data.
 Select "Allow access" amd click "Yes" in this dialog.
 Now the importing is performed and KA/Pi will show a progress bar.
 After importing, KA/Pi shows a dialog, how much contacts are imported.
 If you press a second time "import" , already imported contacts are not imported again.
 After importing you can choose another "Contact Folder" to import or close the import dialog.
 Please close the import dialog.
 Now you see the imported contacts in KA/Pi on the left in the list view.
 Please verify, that the import was correct.
 About problems of mapping particular Outlook-data-fields to KAdressbook-data-fields see Appendix A).
 
 Choose menu:
 File - Save
 and close KA/Pi.
 Now you should have the contact data in the file std.vcf in your home directory in the path
 (YOURHOMEDIR)\kdepim\apps\kabc\std.vcf
 
 Copy that file to a moveable disk or memory stick or just copy it via network to the destination.
 Import that file into KAddressbook/Kontact via Import - Import vcard.
 Details about importing you can read at: 7) How to import your contact data into Kontact
 
 Now you have your Outlook200X contact data on the KDE desktop available and you are done with the migration of contacts.
 
 *************************************************************
 6) How to get the calendar data out of Outlook200X
 *************************************************************
 
 Note: When accessing Outlook to read the data, it should not be possible, that there is any data lost in Outlook, because the progam accesses Outlook only Read-Only.
 
 You have the file
 kopi.exe  
 and the other needed files accessable on your workstation.
 
 Getting the calendar data
 
 NOTE: Before extracting the calendar data, it is recommended to extract the contact data first.
 If you extract the contact data first, the identity (UID) of attendees of a meeting can be mapped correctly in the newly created appointments, such that you can access the attendee contact data later directly from KOrganizer.
 
 Please start kopi.exe.
 
 You will see a dialog, that you started KO/Pi for the first time and that the timezone configuration will be shown now. Confirm with "Ok".
 
@@ -264,123 +264,147 @@ To configure IMAP resources, you should do:
    KDE Components - KDE Resource Configuration
    Choose there:
    Resources: contact
    and then:
    Add...
    IMAP
 
 Now start Kontact and select the Contacts icon on the left side.
 Choose menu: 
 File... - Import - Import VCard...
 Select the imap resource as destination of the import
 and choose the file to import.
 Now the contacts should be imported and you are done.
 
 Don't forget to sync the IMAP account to upload to contacts to the server.
 
 *************************************************************
 8) How to import your calendar data into Kontact
 *************************************************************
 
 We want to import and upload our calendar data to a Kolab server.
 You should have access to a properly configured Kolab client.
 This Kolab client is Kontact in KDE.
 Make sure, you have the needed IMAP resources configured in KOrganizer.
 To configure IMAP resources, you should do:
 
    Open KDE control center, choose there
    KDE Components - KDE Resource Configuration
    Choose there:
    Resources: calendar
    and then:
    Add...
    Calendar on IMAP-server via KMail
 
 Now start Kontact and select the Calendar icon on the left side.
 Choose menu: 
 File... - Import - Merge Calendar...
 Select the imap resource as destination of the import
 and choose the file to import.
 Now the calendar data should be imported and you are done.
 
 Don't forget to sync the IMAP account to upload the calendar data to the server.
 
 *************************************************************
 APPENDIX A) Problems and solutions when reading contact data
 *************************************************************
 
 All data, which can be displayed and accessed in KAddressbook is imported from Outlook.
+
+1) Addresses
+
 In Outlook you can assign an attribute "This is the mailing address" to one of the addresses.
 This address shows up in KAddressbook twice.
 The first time with the original attribute from Outlook ( e.g. "work" for "business" in OL ).
 The second time with the  attribute "postal".
 
+2) Telephone Numbers
+
 All telephone numbers of OL are imported.
 OL offers special case telephone numbers, like "Assistant", which have no counterpart in KAdressbook.
 In that case, the imported number has special combined attributes in KAddressbook.
 Here is the mapping of types in OL to attributes in KA:
 
 OL type                 Attributes in KA
 
 Assistant               Work + Voice
 Business                Work
 Business2               Work
 BusinessFax             Work + Fax
 Car                     Car
 Home                    Home 
 Home2                   Home
 HomeFax                 Home + Fax 
 ISDN                    Isdn 
 Mobile                  Cell (displayed as Mobile Phone)
 OtherFax                Fax 
 OtherTelephone          Voice
 Pager                   Pager
 PrimaryTelephone        Pref ( displayed as typeless, with attribute preferred )
 TTYTDD                  Modem
 Telex                   Fax + Bbs (Bbs displayed as MailBox - not very senseful, sorry ...)
 CompanyMain             Work + Pref
 Radio                   Video 
 Callback                Voice + Pref
  
 Some mapping may not be very senseful, but it helps to identify the original OL types.
 
+3) Additional fields
+
+For some contact fields in Outlook there is no corresponding field in KAddressbook.
+The following contact fields are imported to KAddressbook and the field name and content is
+prepended the notes information of the contact item in the notes field.
+The following fields of Outlook are mapped to the notes field:
+Language, Hobby, Homepage, Billing information, Customer ID, User1, User2, User3, User4
+
+Example:
++++++++++++++++++++++++++++
+Additonal fields created
+by KA/Pi Outlook import:
+Language: Swedish
+Hobby: Golf,fishing
+End additonal fields created
+by KA/Pi Outlook import!
++++++++++++++++++++++++++++
+<Below that are your notes of this contact>
+
 
 *************************************************************
 APPENDIX B) Problems and solutions when reading calendar data
 *************************************************************
 
 Almost all data, which can be displayed and accessed in KOrganizer is imported from Outlook.
 Attachments of appointments are not imported.
 KOrganizer may crash, when reading some kinds of attachments.
 These may be changed in future versions.
 
 Attendee lists of meetings and their state are imported in KOrganizer.
 
 A problem is importing some kinds of recurring events:
 
 First problem:
 OL offers a recurrence like
 - Yearly recurrence, every second Tuesday of July.
 KOrganizer ( in versions < 3.3.0 ) does not offer that kind of recurrence.
 Such that  
 "Yearly recurrence, every second Tuesday of July." 
 is converted to
 "Monthly recurrence, every 12. month, second Tuesday in month, StartMonth = July."
 which can be edited in KO.
 
 Second problem:
 OL offers an exception in a recurrence with other data/time.
 KO offers only an exception in a recurrence , where the exception is deleted from the row of all occurences.
 Such that  
 "Recurring event with exception, that  date XX should be at date YY" 
 in OL is converted to  two events in KO:
 "Recurring event with exception, that  date XX is not included" 
 "Non-recurring event at date YY with same data like the recurring event (e.g. Summary, location, attendee list, ...)"