June 21, 2008
Organizing Outlook Mail
by Dian Chapman, MVP, MOS |
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![]() The Problem If you save a lot of email, you could end up with one, very large email data file. In Outlook, your email is stored in one file, usually called Personal.pst. Over time, this file can become so large that it will not only cause Outlook to take longer to open and close, but there's a chance that the file could become corrupt if it's too large. If it does become corrupt, you could lose all that valuable email you've been saving! So it's important to take steps to protect those files. One way is to set files to be archived, thereby compressing and managing older emails in an archive file. The other way is to locate your PST file(s) and save a copy of it to another directory, drive, computer or CD as a backup. But there's another way you can help to reduce the risk of losing email. You can create several smaller PST files from that one large file. In this article, I'll show you how to do this and suggest ways to better organize your email. Locating Your Email Files To open a PST file to see what's in it, open Outlook. Click File/Open/Outlook Data File. That will bring up a dialog box pointing at the default file location for Outlook. This path is usually: C:\Windows\Local Settings\Application Data\Microsoft\Outlook. If you didn't already move any additional PST files into this path, then ferret around from this dialog box to find the path where those files are currently located. When you find the file you want to open, click it and click OK. As you can see from the image below, I have several different PST files. When the new file is opened, you'll see it now listed in your Folder List. Click View/Folder List to display the Folder List, if it's not already displayed. As you can see in the image below, I currently have three separate PST files open. One is for my current email, this would be the file currently called Personal.pst. The other is one I've saved to contain email related to technical issues and a third one related to email about the web sites I maintain. And as you can see in the above image, you can easily match the names of the Web Sites file up with the Web Sites PST file. Same with the Tech Mail PST. Create a New Email Folder Click File/Data File Management. This will bring up the Outlook Data Files dialog box. As you can see, it shows that I'm currently working with three PST files. You can also see that new mail delivery is defaulted to arrive in the Dians Current file. Click Add in this dialog to add a new PST file. A dialog box will appear confirming that you want to add a new personal.pst file. Click OK. That will bring you again to the dialog box that defaults to your PST files. If this is not where you want to save these files, then select another directory. Give your new file a name and click OK to save this new, empty mail folder. Tip: Since this is the default path that will appear whenever you save or open a PST file, I'd suggest you just save it here. I attempted to better organize my files by creating a Dian Email directory and saving all my files there. But I found I was wasting a lot of time having to locate that path over and over again. It's much faster to just accept this default path! If you're planning this new folder to be used for, say, storage of all the email you send/receive from family members, then I'd suggest you save this file as Family.pst. After you give the file a name and click OK, you'll be presented with another dialog box. This one allows you to customize the configuration of your new folder. As you can see in the image above, I have named the file the same as the name I used to save the file. The name you enter into this dialog box will be the name that will be displayed in the Folder List in Outlook when this file is open. So it only makes sense to give it a similar name. That way you will more easily know which is which. Also in this dialog box, you can set your compression preferences, as well as whether you'd like the folder passworded. If you give it a password, be sure you use a password you won't forget. If you do forget it, you'll be locked out of all the email you put in this folder. When you're finished making your selections, click OK. After clicking OK, you'll be taken back to the previous data file dialog. As you can see in the image above, the new file is now listed among my open PST files. At this point, you can also highlight your new PST file and click Settings. You'll be presented with a dialog box that will allow you to compress the folder, if necessary and also to add any comments as notes to yourself so you won't forget what information is contained in this file. After you back out of the open dialogs, you'll notice that your Folder List now also shows this new file. It's now available for your use. Also notice that it also has it's own Deleted Items default folder. I can now expand one of the other, larger folders and choose email from that file to click and drag into my new file. If I had created this file to hold all my Family related mail, I first would have obviously saved the file as Family.pst. Then I would have named it Family. And now I would go through all my email folders in that one large folder and pull out all email related to family issues and move it into this folder. You can drag over individual emails. You can click on one item, then hold down the Shift key, move your cursor to the end of the list of files you want to move, click on the last item and all items between will be selected. Then you can move the file in masse. You can also use the Ctrl key to selectively click to choose emails to move in a group. Or you can click and drag a whole folder into this new file. Closing Email Files However, should I later need to locate an important email from Uncle George, I would simply click File/Open/Outlook Data File, as we did in the beginning. I'd locate the PST file I'd need to search and click OK to open it. Then it would again be listed in my Folder List of open and available files. Saving Backup Files After you close Outlook, open your Windows Explorer (hit Windows + E or right click the Start button and click Explore). Navigate to the directory where all your PST files are currently located. Select them all and hit Ctrl/C to copy them all. Then move to some backup directory, select it and hit Alt/V to paste a copy of all these files into your backup directory. Just be sure to do this now and then so you know you have a current copy of your files. Note! Although you can copy files while Outlook is open, you will not be able to copy all the PST files because some will be in use. So it's best to wait until you've closed Outlook so all the files are available to be copied at one time. Staying Organized |