One way to do this is to create the new user and migrate the old user's email settings, a PST export, and data to the new network based profile. In many cases, where the profile is task/position independent this works fine.
Sometimes, the employee's position and their network profile is position dependent. When a client goes through a change in employees and wants the new employee to take over the existing position profile, the shift is pretty simple to do.
We make the necessary changes to the user's profile in the User Management console on the SBS server:
- User name
- Name properties
- Email addresses
- Exchange x400 setting (E-mail Addresses tab)
- Alias (Exchange General tab)
- The Exchange mailbox name that shows in Outlook
- The user's name that comes up on the SharePoint CompanyWeb site.
In Windows Vista x64 versions the icon can be found here:
The following screen shot is what one would see on XP and in this particular case, a 32bit install of Windows Vista:
View 32-bit Control Panel Items
A step by step as per a Vista/Office 2007 install:
Windows Vista Mail Icon
- Double click the Mail icon
- Click the E-mail Accounts button
- Double click the user's email Exchange profile
- Change the User Name field to the new user's name
- Click Check Name
- The new user name should become verified. It will then appear underlined.
Send an email from the account to one of your test email accounts to verify that Exchange is properly tagging the email with the new user's name as well.
The above process is very similar for Outlook 2003 on Windows XP Professional.
To change the name that appears on any SharePoint Companyweb content:
- Open the CompanyWeb page while logged in as the new user
- Click on Site Settings near the top of the page.
- Click "Update my information" under Manage My Information" near the bottom
- Edit User Information
- Change the "Display Name" to reflect the new user's name.
- Save and Close
One thing to let the new user know about: When all of the necessary name changes and profile shifts have happened, the local profile directory on the computer will not reflect their own name ... at least until that machine is replaced and they log into the new machine for the first time.
UPDATE 2008-05-16: Added the x400 change (thanks Tim) and the Exchange Alias change. Note that users with Exchange in Cached mode will not see the Alias change right away.
Microsoft Small Business Specialists
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