Outlook Clean Up Guide

Transcription

1 Outlook Clean Up Guide Guide Created On 7/16/2014 Guide Revised on 7/16/2014 Guide Created By Mike Copening Table of Contents Guide to Clean Up In Outlook... 2 Key Outlook Folders... 2 Default Folders... 2 User Folders... 2 Item Counts In Outlook Folders... 2 Deleted Items Folder... 2 Deleted Items: NOT An Archive... 3 Clearing Deleted Items... 3 Sent Items... 3 IT Recommendations... 4 Archiving Mail... 4 Beginning The Archival Process... 4 Outlook Outlook Outlook Archiving Mail... 6 Renaming And Preparing The Archive Folders... 8 Creating Sub-Folders And Moving Messages To Archive Finding Large s Auto-Archive Setup Auto-Archive Backing Up Archive Folders... 17

2 Guide to Clean Up In Outlook The following guide will explain how to clean up your in Outlook. Each version of Outlook is slightly different at how the processes are accessed from within the menu, however, the core process and concepts are largely the same in all of them. We will cover key concepts to help you keep Outlook clean. Key Outlook Folders Default Folders Outlook has several default folders. These are automatically created when a user s mailbox is first created. These folders typically have the most items in them as time elapses. The folders are as follows: Inbox Outbox Drafts Sent Items Junk Deleted Items All of these folders store mail on the server. User Folders Outlook allows you to create folders to store . These folders can be on the server itself or in an archive or personal folder off server. User folders are good at helping you organize your that you plan to keep for the intermediate or long term. The location where it is stored (server or personal folder) largely depends on the immediacy of access. If it is something you access often or is critical to access anytime and anywhere, it is acceptable to keep it on the server. If you only need it for historical purposes and non-critical situations, putting it in an archive/personal folder off the server is recommended. Item Counts In Outlook Folders A key factor in Outlook performance revolves around how many individual items are in particular folders. While the recommendations vary per version of Outlook and Exchange, a good baseline would be to keep no more than 20,000 items in the key folders and no more than 5,000 in user created folders. The more items in a folder, the longer it takes to initially load the folder. For example, a user with 37,000 items in the sent items folder can take several minutes to load when first clicked. Outlook provides a quick way to see how many items are in the folder. If you have clicked on the folder, you can view the bottom left of the Outlook window to see the item count. Deleted Items Folder When you typically delete an from Inbox, Sent Items, or any user folder, the goes to the Deleted Items folder. Depending on your settings, Outlook generally does *not* automatically delete items in this folder. When we ask people to clean up mail, one of the most common areas to check first is the deleted items folder. If it has several thousand s, you need to delete them from this folder to actually delete the off the server. Outlook will prompt you about deleting the message and how this is a permanent action.

3 Deleted Items: NOT An Archive The deleted items folder is not an appropriate place to archive your . If you accidentally delete mail from here, it is gone and you cannot get it back. Also, if Outlook settings are ever set or changed on your account to automatically delete the deleted items folder items, you will lose your mail in this folder. Deleted items is for trash you do not want or need. Also, because mail here is kept on the server until deleted, this can cause your message database to become very large if you never delete from this folder. Clearing Deleted Items There are two ways to clear deleted items: First is to click into the folder in Outlook and just select s to delete and then hit the delete key on the keyboard. Second is to use Mailbox Cleanup features in Outlook 2010/2013. Go to File Info Cleanup Tools Mailbox Cleanup Empty Sent Items When you send , a copy is kept on the server in the Sent Items folder. This folder does not automatically archive or delete old mailings. This folder is easily one of the more overlooked when it comes to keeping clean. You should consider archiving mail out of this location on a periodic basis.

4 IT Recommendations In general, though everyone s preferences or needs will be different, the following is our recommendation for how much mail is kept on the server in the default folders: Inbox Anything not deleted or put into on-server user folders is only kept in the inbox for the current calendar year. Typically by March, anything from the previous calendar year has been archived off into an archive personal folder. Sent Items Generally, keep up to two years of sent s in the sent items folder. Anything older is kept in archive personal folders. Deleted Items This is cleared quarterly at the very least. Archiving Mail Our server has a finite amount of resources for . Each primary mail server has 75 to 125 active mailboxes. As a result, as everyone keeps mail on the server, the database grows. Since we only have so much storage for the mail, we need everyone to keep their mailbox relatively clean and consistent in size. We are not forcing quotas on anyone but that would be a possibility. We have no formal mail retention policy as an organization and as such, mail retention is left up to the end users. We recommend retaining any/all functionally important s, however, the older messages should be archived. Another concern is that as the database grows, the backup jobs take longer to complete. In the event of disaster recovery, we have to restore the database from a backup. The bigger the database, the longer it will take to get back online. Thus the more mail users store and backup locally apart from the database server, the more efficient the process will be for all users on the mail server. Beginning The Archival Process Mail archiving is best accomplished on a Windows computer with Microsoft Outlook. If you are an Apple user, you may need to access on a Windows machine if you cannot figure out how to do it on Apple. We do not officially support Apple Mail or other non-microsoft clients, so you are on your own if not using Outlook. Depending on your version of Outlook, starting the process to archive mail is slightly different. However, once started, the process is more or less the same in any version. Outlook 2007 Go to File and choose Archive

5 Outlook 2010 Go to File Info Cleanup Tools Archive Outlook 2013 Same as Outlook 2010: Go to File Info Cleanup Tools Archive

6 Archiving Mail Regardless of version (as outlined above) once you get into the archive process a window like the following is display: You have the option to run it based on your auto-archive settings or you can do your own custom onetime parameters. I prefer the onetime custom parameters unless you have configured auto-archive (it is usually disabled by default). The process to follow with custom settings is as follows: 1. Ensure you are looking at things under the tree associated with mail on the server. It would display as something like the following: You do not want to select a personal folder, as that will not archive off the server but just move the files from one personal archive to another on your local machine. A personal folder would look like this: 2. Click the folder you wish to archive. You can click the entire mailbox or specific folders. The archive process will duplicate all the subfolders under the folder you select in the archive.

7 3. Pick an appropriate date setting to archive s older than a particular date. If you wish to move things manually after the archive file is created, pick a date that is very old such as 1/1/2000. Otherwise, pick an appropriate date and Outlook will automatically try to archive things. Sometimes, errors or issues in your mailbox will prevent the process from completing automatically, which is why I recommend doing it manually so you can monitor progress and structure the archive file as you desire. 4. Put the file in an appropriate location and give it an appropriate name. Outlook has a default location it will suggest the file to be placed, however, you can also change it to My Documents or Desktop for example. Click Browse to start this: In my setup, I have a folder in My Documents where Outlook has the pst files stored. I name the archive file an appropriate name, such as archive-2014 as to not conflict with any other archive files that may already exist. As you can see, I have created several archive files. I do my archives by Year. You ll notice the size of each one is between 1.5 and 1 GB in size. It is best to limit an archive file to be below 2 GB. Click OK when done. WARNING: Do not select a network share for your archive file storage location. It must be on your local machine.

8 5. Now you can click okay on the window and the archive file will be created. 6. At the left, you will see a new archive folder has been created. It will be generically named Archive Folders or Archives. If you automatically archived based on a viable date range, the process will take time and complete. If you are planning to do it manually, you can simply start selecting s/folders and clicking / dragging them into this folder from within Outlook. Once is archived, it is immediately removed from the server. Renaming And Preparing The Archive Folders Something I like to do is rename the label of this folder from the generic Archive Folders to something more specific. Since I am creating a folder for Archived s, I will rename it to 2011.

9 1. Right click on the Archive Folders icon. Choose Properties for Archive Folders or Data File Properties 2. A window will pop up. Click advanced. 3. Here you can change the name, set a password for this archive, and compact messages. You can also leave a comment. I will change the name to If you wish to password protect the archive folder, you may click Change Password. WARNING: If you forget the password, you may never be able to access the files again. ALSO: You do not want to change the path or format.

10 a. If you click Change Password it will pop up this box. Make sure you type it correctly so that you can reattach the archive folder to other/future instances of Outlook (if applicable). Click OK when finished. 4. Click OK to complete the name change. Click OK again on the original pop up window to take you back to your inbox. You will see the generic name label has been replaced with the new name. Creating Sub-Folders And Moving Messages To Archive The most important step is the actual moving of messages to the archive folder. First we will show you how to create a sub-folder (if desired) and then move messages to it. 1. To create a sub-folder, right click the label name (in this example, 2011) and choose New Folder

11 2. In older versions of Outlook, a window will pop up. In newer versions, it just prompts you to type the name for the folder. In old versions, you can type the name you wish the folder to be called (in my case, Large s), and be sure to select the proper location for the folder to reside. If you wanted to make it a sub-folder of another location, you can drill down on the file tree to find it and select it. For my purposes, I will select the archive folder label of Click OK to create the folder. It will now appear in the list alongside any other folders in the Archive space.

12 4. Now we will find and move messages to this folder. I want to move the large s from my inbox to the 2011 Large s archive folder. So I go to my inbox and click the Size column to sort s by size. I sort it so that the largest are on top and scroll to the top. You can sort the inbox or folders in various ways of your choosing. 5. As you can see above, I have some very large s. I am going to highlight all s larger than 2 MB. a. You can click the top and arrow down on the keyboard to select multiple s b. You can click the top and hold the shift key, and then click the last desired in the list to select them c. You can click the top and then hold the ctrl key and click individual s to select them i. This option is best if you do not want to select all, but only select certain s from a list and move them all at once

13 6. I will now, while the s are selected, click and drag them to the archive folder I created 2011 and put the items in the sub-folder Large s. You may receive a pop up that tells you the progress of the transfer. 7. When the messages are being moved, you will not be able to do anything with Outlook until it finishes. It is best to do large transfers during times you do not need to read or send s, because in some cases, it can take 15 to 30 minutes, if not longer. 8. You can repeat this transfer process as needed and move messages to one folder (like all to an inbox) or create separate folders within an archive folder. I recommend placing the s by year in their own archive.pst file. So as seen in Step 1, I have an archive.pst for each year and put all my inbox s (or other folder s) that do not need to remain on the server in it when the year is finished. Again, you want to try to keep the archive.pst files less than 2 GB. Doing it by year should keep things separated well and keep the archive files small. You can do it other ways as well. Finding Large s You may want to periodically back up or delete s with large file attachments. Generally, is not a good place to store these large files. You can delete the individual attachments off the (as to save the ) or delete the entire . To start this process in Outlook 2010 or 2013, go to File Info Cleanup Mailbox Cleanup

14 The resulting window will let you find s by date range or size. In this case, you can select to find s by a size larger than the input kilobytes. Typically, an is only kilobytes in size, so if you leave the default and search against those bigger than 250 you will find s with large attachments.

15 Auto-Archive Depending on the circumstances, auto-archive can be a good or bad feature. I typically do not use it because I like to highly structure my archives in a predictable manner and know when I need to back up my archive files when I make changes. If you would rather try an ongoing auto-archive (not recommended) you can go to File Info Cleanup Tools Mailbox Cleanup in Outlook 2010/2013. This will bring up this window: Click AutoArchive button to have Outlook automatically archive messages into an archive folder. Setup Auto-Archive If you want to setup Auto-Archive to run automatically, go to File Options Advanced AutoArchive Click AutoArchive Settings

16 You can then specific the settings to use and run auto-archive automatically.

17 Backing Up Archive Folders Now that your s are archived, you need to back them up. If your computer dies and you do not have the archives backed up where they can be re-attached to a new computer, you will lose them. The IT staff at your campus should provide a space where these can be stored privately on a file server. You can also store them yourself on external media like a hard drive or thumb stick. 1. By default, your archive files are hopefully all in the default directory where your main Outlook.ost file is located. To find out where the archive is, right click on the archive folder label (like 2011 in my example). Choose properties for the folder. 2. The properties window will pop up. Click Advanced. 3. The Filename box will tell you where on the computer the file is stored. You can select it (click and drag across the box) and hit Ctrl + C on the keyboard to copy it. Or right click and choose Copy.

18 4. Hit Cancel on this pop up and the original one. Open My Computer or Windows Explorer. Click the address location at the top to the right of the last item in the series. Paste the Filename we copied here. Backspace the archive2011.pst or file name so that it is opening the folder location and not the file itself. Hit Enter on the keyboard and it will open that location.

19 5. You should now see the folder on the computer that has the archive files. 6. Close Outlook. If you have any file indexing services, it may not let you back up the file if it is indexing the archive. (Google Desktop Search or Windows Search are two examples). You can ask your IT administrator for

20 help in disabling the indexing service if needed. 7. You can now click and drag the archive files (those ending in.pst) to an external hard drive to copy them there, or copy them to a network share drive. Depending on the privacy rights, it may be best to have an IT administrator help you move the files. When done copying them to a backup location, you may close the window and re-open Outlook and restart any indexing services.