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diff --git a/bin/Migration-HowTo.txt b/bin/Migration-HowTo.txt index 4425cf0..2212004 100644 --- a/bin/Migration-HowTo.txt +++ b/bin/Migration-HowTo.txt @@ -1,410 +1,420 @@ Migration HowTo Outlook 200X -> KDE -Version 1.0.3 +Version 1.0.4 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. +This HowTo describes the process of migrating data ( contact and calendar data ) from Outlook 98/200X (TM) to the PIM programs of the KDE-Desktop-Environment. +We will call Outlook as OL in this document. 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. +This HowTo describes version 1.9.5b of the migration tools. The migration tools are the platform independent versions of KAdddressbook and KOrganizer: KAdddressbook/Pi and KOrganizer/Pi. +If you want to migrate emails, you can do that via an IMAP server. +A Kolab server is an IMAP server. +A HowTo how to migrate emails and contact and calendar data to a Kolab server using the Toltec (TM) Outlook(TM) plugin is available as well. +You can found it on +http://sourceforge.net/projects/kdepimpi/ +Please choose there package/project/file: +general Files for KDE/Pim +MigrationHowTo_OL2KDE +MigrationHowTo_OL2Kolab.txt.zip 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. This root folder is probably not accessable from the migration tools via OLE. To access data stored in one of the subfolders, copy this subfolder to a root folder, which can be accessed from the migration tools via OLE. (To know, which folder can be accessed, just perform 5.) or 6.) until you get the Oulook import dialog!) To copy it, right click on that subfolder and choose Copy "<subfoldername>"... in the popup menu. **************************************** 3) Where to get the migration tools **************************************** The data migration is is performed with the Windows versions of KAdddressbook/Pi and KOrganizer/Pi. Pi stands for platform-independend - platform-independend because the same program is available for different platforms, like Windows, Linux desktop and Sharp-Zaurus PDA. Note: The Linux desktop versions of KOrganizer/Pi and KOrganizer/KDE-desktop are two different programs! You cannot use KOrganizer/Pi together with, or embedded in, the KDE-desktop environment. The same is valid for KAdddressbook/Pi. The programs you need for the migration are: a) KAdddressbook/Pi executeable + 2dlls + icons b) KOrganizer/Pi executeable + icons c) The Qt3 library qt-mt331.dll and the MSVC library msvcr71.dll and the MSVC library mfc71u.dll You can download all of them at: http://sourceforge.net/projects/kdepimpi/ Download of a) and b) Please choose there package/project with name KDE/Pim (Direct link: http://sourceforge.net/project/showfiles.php?group_id=104103&package_id=112604 ) Choose there the topmost latest version and the files kapixxx-exe.zip kopixxx-exe.zip The latest version is currently ( 2004-09-15 ) 1.9.5b. Such that the files to download are kapi195b-exe.zip kopi195b-exe.zip To download c) Please choose there package/project/file: general Files for KDE/Pim Needed Windows Dlls kdepimdll.zip (Direct link: http://sourceforge.net/project/showfiles.php?group_id=104103&package_id=122438&release_id=256700 ) Choose there the file: kdepimdll.zip Now you have downloaded the files kapi195b-exe.zip kopi195b-exe.zip kdepimdll.zip and we can continue to install the files, which is simply unzipping them. **************************************** 4) How to install the migration tools **************************************** You have downloaded the files kapi195b-exe.zip kopi195b-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 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". Now you will see the configuration dialog of KO/Pi. Please choose your timezone and adjust the daylight saving settings. The dialog shows defaults for CET (Central European Time), such that users located in central Europe simply can press "OK" in that dialog. (Note: Don't forget to set the timezone in KDE KOrganizer before importing data there. The timezone in KDE KOrganizer is set per default to UTC (GMT), that is -1h of CET). Now you will see the KO/Pi main window. Choose menu: File - Import from OL You will get a dialog which shows all "Personal Folders" of Outlook. Choose the Calendar Folder(s) you want to import and select them with a hook. (All other folder but the calendar data 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 Outllok asks you to allow access to the contact data. Select "Allow access" amd click "Yes" in this dialog. Now the importing is performed and KO/Pi will show a progress bar. After importing, KO/Pi shows a dialog, how much calendar items are imported. If you press a second time "import" , already imported calendar items are not imported again. After importing you can choose another "Calendar Folder" to import or close the import dialog. Please close the import dialog. Now you see the imported calendar items in KO/Pi. Please verify, that the import was correct. About problems of mapping particular Outlook-data-fields to KOrganizer-data-fields see Appendix B). Close KO/Pi - data will be saved automatically. Now you should have the calendar data in the file mycalendar.ics in your home directory in the path (YOURHOMEDIR)\kdepim\apps\korganizer\mycalendar.ics Copy that file to a moveable disk or memory stick or just copy it via network to the destination. Import that file into KOrganizer/Kontact. Details about importing your calendar data you can read at: 8) How to import your calendar data into Kontact. (Warning again: Don't forget to set the timezone in KDE KOrganizer before importing data there. The timezone in KDE KOrganizer is set per default to UTC (GMT), that is -1h of CET). Now you have your Outlook200X calendar data on the KDE desktop available and you are done with the migration. Hint: If you want to use KO/Pi and KA/Pi on your windows desktop, you should read all the help information available in the KO/Pi Help menu. One Highlight of KO/Pi is the easy syncing with another *.ics file. (Information about syncing available in the KO/Pi help menu). Another hint: KO/Pi + KA/Pi ( = KDE-Pim/Pi ) are available for the Sharp Zaurus PDA. Syncing data works for KO/Pi ( version 1.9.3) but not yet for KA/Pi. ************************************************************* 7) How to import your contact data into Kontact ************************************************************* We want to import and upload our contacts 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 KAddressbook. To configure IMAP resources, you should do: Open KDE control center, choose there 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, ...)" diff --git a/bin/Migration-HowToOL2Kolab.txt b/bin/Migration-HowToOL2Kolab.txt new file mode 100644 index 0000000..335997e --- a/dev/null +++ b/bin/Migration-HowToOL2Kolab.txt @@ -0,0 +1,203 @@ +Version 1.0.0 +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_OL2Kolab.txt.zip + + +This HowTo describes the process of migrating data +( emails, contacts and calendar data ) +from Outlook 98/200X (TM) to a Kolab server. +We will call Outlook as OL in this document. +You will need an IMAP server for migrating emails. +The Kolab server is an IMAP server. +We will describe how the PIM data ( contact and calendar data ) +of OL can be migrated using the Toltec (TM) connector. +Migration of the OL contact and calendar data to KDE +(and using the Kolab server from KDE with the KDE Groupware client Kontact) +can be done without using the Toltec Outlook connector. +It can be done by using migration tools. +You can found the HowTo using the migration tools on +http://sourceforge.net/projects/kdepimpi/ +Please choose there package/project/file: +general Files for KDE/Pim +MigrationHowTo_OL2KDE +MigrationHowTo_OL2KDE.txt.zip + +Content: + +1) How to start +2) How to import pst files in Outlook +3) Choose the migration strategie +4) How to copy the contact data in OL to the Kolab server. +5) How to copy the calendar data in OL to the Kolab server. +6) How to copy the email in OL to the Kolab server. + +**************************************** +1) How to start +**************************************** + +For the migration we need the actual OL data, which Outlook stores in *.pst files. +Then we need an installed version of OL to access these *.pst files. + +We assume, that we have an OL version installed that manages emails, contacts and calendar data. + +If you have no OL installed please install the Outlook version, you need to a import your *.pst files. +If you have an OL installed with no email/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) Choose the migration strategie. + +**************************************** +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. +This root folder is probably not accessable from +the migration tools via OLE. +To access data stored in one of the subfolders, +copy this subfolder to a root folder, +which can be accessed from the migration tools via OLE. +(To know, which folder can be accessed, just perform 5.) or 6.) until +you get the Oulook import dialog!) + +To copy it, right click on that subfolder and choose +Copy "<subfoldername>"... +in the popup menu. + +**************************************** +3) Choose the migration strategie +**************************************** + +We assume, that we have an OL version installed that manages emails, contact and calendar data. + +The goal is it to get the emails, contacts and calendar data of OL on a Kolab server. + +After having the data on the Kolab server, we have two choices: + +(A) Accessing the server from KDE with the KDE-Kolab Client Kontact. +(B) Accessing the server from Windows XP Outlook 2003 with Toltec Connector. + +Such that do have two strategies for the migration: + + (i) + Use the Toltec Connector for migrating the contact + and calendar data. + Moving the email in OL to the Kolab server. + + This can be used for (A) and (B). + Doing this for (A) might involve installing + the Toltec Connector on the source platform + syncing everything freshly on the Kolab Server and then + just continue using the KDE client on the new data. + + (ii) + Use the migration tools for migrating the contact + and calendar data. + Moving the email in OL to the Kolab server. + + Doing this for (A), there is no need to install the + Toltec Connector on the source platform. + + + + *** Choosing (A) and (ii) + +If you choose (A) and (ii), please read +6) How to copy the email in OL to the Kolab server. +You can found the HowTo using the migration tools on +http://sourceforge.net/projects/kdepimpi/ +Please choose there package/project/file: +general Files for KDE/Pim +MigrationHowTo_OL2KDE +MigrationHowTo_OL2KDE.txt.zip + + *** Choosing (B) and (i) or + (A) and (i) + +If you choose (B) and (i) or if you choose (A) and (i), +please upgrade to QL XP and install the +Toltec Connector. After that, please read +4) How to copy the contact data in OL to the Kolab server. +5) How to copy the calendar data in OL to the Kolab server. +6) How to copy the email in OL to the Kolab server. + + +************************************************************ +4) How to copy the contact data in OL to the Kolab server. +************************************************************ + +We assume that you have the Toltec Connector installed and that +you have configured it to access the Kolab server. + +Select the contacts you want to copy. +If you want to select all contacts of a folder, +select the topleft entry, scroll to the right, +hold the SHIFT key down and click on the rightbottom entry. +Now all contact of the folder should be selected. +Now choose +Menu: Edit - Copy to folder. +Choose your destination folder in the Toltec Connector folder and click OK. + +After that, sync your Toltec Connector folder with the server. + + +************************************************************ +5) How to copy the calendar data in OL to the Kolab server. +************************************************************ + +We assume that you have the Toltec Connector installed and that +you have configured it to access the Kolab server. +Select the calendar folder you want to copy to the server. +Right click on it - a popup menu pops up. +Choose "Advanced find" in this menu. +An "Advanced find" dialog pops up. Fill out nothing in this dialog, +click on the button "Find now". +As the search result, you will get all entries of that folder. +Select now the calendar data, you want to copy. +If you want to select all calendar data of this folder, +select the topmost entry, scroll to the bottom, +hold the SHIFT key down and click on the bottom entry. +Now all contact of the folder should be selected. +Now choose in the "Advanced find" dialog the +Menu: Edit - Copy to folder. +Choose your destination folder in the Toltec Connector folder and click OK. + +After that, sync your Toltec Connector folder with the server. + + +************************************************************ +6) How to copy the email in OL to the Kolab server. +************************************************************ + +Note: +There is no need to have the Toltec Connector installed to move/copy +mails with Outlook to an IMAP server. + +We assume that there is already the IMAP account on the Kolab server +configured in OL. +You will see there a folder Inbox. (And maybe other folders). +These folder may contain the subfolders "Calendar", "Tasks", "Journal" and Notes. +These folders are used by the Kolab Groupware client, +DO NOT COPY ordinary emails to this folders! + +If you do not want to copy your emails in the "Inbox", +please create another folder on the server. + +Now select your folder with the emails, you want to copy. + +Select there the emails, you want to copy. +If you want to select all emails of this folder, +select the topmost entry, scroll to the bottom, +hold the SHIFT key down and click on the bottom entry. +Now all emails of the folder should be selected. +Now choose the +Menu: Edit - Copy to folder. +Choose your destination folder in the IMAP Kolab server account and click on OK. +After that, sync your IMAP Kolab server account with the server. + + |