Essential Email Filing Practices

Email is a wonderful tool.  It makes communicating with fellow workmates, friends and family very easy. One little-known side effect of such ease in communication is the effect on server resources.

Every email sent or received is stored on the email server.  Multiply the space used for each message, by the number of emails sent and received each day, by the number of people who use a USQ email account, by 356 days a year and the resultant use of resources explodes exponentially.  If all emails were stored and rarely deleted, then in the event of a service breakdown, there would be no guarantee that every single message and mailbox could be successfully restored.  This is why it is necessary for every email user to practice good filing methods to manage the amount of email stored.

The flow of email through a mailbox

Best Practice Methods

Archiving   

Archiving can be done manually or automatically.  To make the process automatic, set the Auto Archiving properties for each folder and let Outlook handle the process for you.

Tip – Only set Auto Archiving on your Calendar, Tasks  and Sent Items folders.  Items that you wish to keep should be moved to your Personal Folders.

For a full explanation of Archiving, please refer to Chapter 9 – Archiving Information in Outlook – in the ITS Outlook 2000 Email Introduction Course Notes.  Please note that the Outlook Course Notes are only given to participants who have already attended the Outlook 98 or Email and Archiving Workshop held at ITS. 
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Personal Folders  

If you regularly receive email from a number of sources, but do not wish to read the messages immediately, you can set up a folder/rule system to file these messages for you.

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Auto Archiving the Calendar, Tasks and Sent Items Folder  

The Sent Items folder keeps a copy of every email you send and can take up a lot of space on the server.  If you use the Calendar and Tasks, then these two folders should also be archived.

 To set Auto Archiving properties for the Calendar, Tasks and Sent Items folders:

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Deleted Items Folder  

The Deleted Items folder stores everything deleted from other folders within Outlook.  As a result it can become quite large in size.  However, you can set folder properties to automatically empty the Deleted Items folder when you exit Outlook.

Tip - If you find yourself referring to the Deleted Items folder then you should archive those emails elsewhere, until you no longer need them.   The Deleted Items folder should only be used for items that you definitely no longer require.

To automatically Empty the Deleted Items folder:

Recover Deleted Items

Items deleted within the last five days may be recovered.  The item must have been deleted (i.e. moved to the Deleted Items folder) and then permanently deleted to be considered recoverable using the following method.

 To recover a Permanently Deleted  Item:

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Check the size of your Mailbox and Personal Folders 

It is likely that your Inbox, Deleted Items and Sent Items folders will contain the most messages.

 To check the size of your Mailbox:

 To check the size of your Personal Folders:

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Attachments  

Attachments use a lot of space.  When you attach a file to an email message, the message increases from its original size of message and attachment, to message plus attachment plus other information.  For example, Wendy’s Mailbox is 12 megabytes in size and contains over 41 000 items. None of these items contain attachments.  Fran’s Mailbox is also 12 megabytes in size but only holds 500 items as most of messages contain attachments.  These examples are taken from current staff mailboxes (but the names have been changed).

The best way to deal with attachments, is to save them to another location (outside of email) and then remove the attachment from the message.

 To save the attachment to disk:

 To remove the attachment from a message:

Email and Attachment File Sizes

As a general rule, any message with an attachment or message over 1000 bytes (or B) in size should be deleted or archived immediately you have read or actioned it.  You can add a Size field to your Inbox to display the size of every email you receive. 

For example, this section of an Inbox (below) shows the Attachment and Size columns.  The emails that should be archived are the two with an attachment – 19 kb and 159 kb respectively. It would also help to archive the 1010 bytes message as well.

 To add the Size Column to your Inbox:

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Rules  

The Rules Wizard in Outlook is extremely useful for automatically organizing your messages, both received and sent, into folders for either filing or reading purposes.

Tip – Do not use a rule to move unread messages into a folder which is inside another folder.  By keeping all folders one level below the Personal Folders, you will be able to find your unread email quickly.

Rules are explained fully on pages 36-39 of the ITS Outlook 98 Introduction Course Notes, or pages 60-63 of the ITS Outlook 2000 Email Introduction Course Notes.

Recommendation

We understand that everyone is busy but we strongly recommend you consider attending Outlook 2000 training as it will help you to save time by using the many features Outlook has.  Further information is available at the ITS Training site - http://www.usq.edu.au/its/training

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