Question about using rules on multiple machines

K

Kenny

My company just migrated from Lotus Notes to Exchange 2007. Clients
are all Outlook 2007. We have a lot of users who have both a desktop
and a laptop. Some users have created some formatting rules to have
email from certain people come in with a color... Tool / Organize.
These rules keep disappearing from Outlook and have to be recreated.
Here are my questions:
Should these rules be created on one machine or both?
If created on just one will they replicate to the others?
What can cause the rules to disappear?
If you create some rules on one machine and some on the other will
that cause problems?
What's the best practice for setting these rules up for someone who
uses even more PCs...like 7, all in different locations?

Is there a document somewhere that explains this?

Thanks a lot,
Kenny
 
N

Nikki Peterson

Depends on whether the rule is a "Client Rule" or a "Server Rule".

Server-based vs. client-based rules
http://www.slipstick.com/rules/serverbased.htm

However, if the client is logged on to one machine, in cached mode,
and opens another machine (without logging off on the first machine)
then there could be problems. The clients need to EXIT properly using
the FILE, EXIT. This is to make sure that the housekeeping that
Outlook does when it shuts down is performed and everything is
sent to the server that it needs.

Nikki

My company just migrated from Lotus Notes to Exchange 2007. Clients
are all Outlook 2007. We have a lot of users who have both a desktop
and a laptop. Some users have created some formatting rules to have
email from certain people come in with a color... Tool / Organize.
These rules keep disappearing from Outlook and have to be recreated.
Here are my questions:
Should these rules be created on one machine or both?
If created on just one will they replicate to the others?
What can cause the rules to disappear?
If you create some rules on one machine and some on the other will
that cause problems?
What's the best practice for setting these rules up for someone who
uses even more PCs...like 7, all in different locations?

Is there a document somewhere that explains this?

Thanks a lot,
Kenny
 

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