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Old 02-08-2020, 09:35 PM
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Jennifer Murphy Jennifer Murphy is offline Migrating Word 2007 on XP to Office 365 on Win 10 Windows XP Migrating Word 2007 on XP to Office 365 on Win 10 Office 2007
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Default Migrating Word 2007 on XP to Office 365 on Win 10

I am in the process of (finally) replacing my creaky old XP machine running Office 2007 with a shiny new Surface Book running Office 365. I have Outlook moved over and running. Now I need to move Word. I have quite a few custom templates and a few VBA macros that are assigned to keyboard shortcuts.

Can someone point me to a step-by-step guide or tutorial on how to move all of that over to Win 10?

I want to make sure that I put everything in the right folders and make the right connections.



Thanks
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Old 02-08-2020, 10:38 PM
jthomas666 jthomas666 is offline Migrating Word 2007 on XP to Office 365 on Win 10 Windows 10 Migrating Word 2007 on XP to Office 365 on Win 10 Office 2016
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Do the templates have a dot or dotx extension? If it's dot, then they're the older Word format. Once you've migrated the files, you may want to save all of them to the new format.


In Word 2007

Go to the Word File menu, and select Options > Save. That should show you the location of your customer templates. If that field is blank, then Word is using the default location. In Office 2016, that is

C:\Users\[username]\Documents\Custom Office Templates

I can't guarantee that's the same location for 2007. If all else fails, create a new template in 2007 and see where it saves it.

To move templates to the new version, you can just drop them in the default location. If you want to store them somewhere else, you can--just change the path in Word>Files>Options>Save>Personal template location.

Regarding macros...

Unless you went out of your way to save them in specific files, macros are general stored in the normal.dot or normal.dotx template. So, copying that template to the new machine should migrate the macros.

If the macros are stored in other files, then just copy the files. I do not not how the version difference from 2007 to 2018 will impact the macros; it's quite possible that that the best solution would be to recreate the macros in the new version.

Hope this helps!
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Old 02-09-2020, 12:03 AM
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Jennifer Murphy Jennifer Murphy is offline Migrating Word 2007 on XP to Office 365 on Win 10 Windows XP Migrating Word 2007 on XP to Office 365 on Win 10 Office 2007
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Quote:
Originally Posted by jthomas666 View Post
Do the templates have a dot or dotx extension? If it's dot, then they're the older Word format. Once you've migrated the files, you may want to save all of them to the new format.
Almost all of them are dotx and almost all of my documents are docx. However, I did copy a couple of test documents over to the new machine and opened them in Word. At the top of the screen, it says "Compatibility mode" even though they are docx. Is the document format different in Word 2016 than in Word 2007?

Quote:
In Word 2007

Go to the Word File menu, and select Options > Save. That should show you the location of your customer templates. If that field is blank, then Word is using the default location.
I'm not sure which field you are referring to. I've attached a screen shot of the File | Options | Save dialog with a template open. I don't see any blank fields or paths to templates.

In that same dialog in Word 2016, I do see a field for templates and it is blank.

Quote:
In Office 2016, that is

C:\Users\[username]\Documents\Custom Office Templates
Great. I'll put them there.

Quote:
I can't guarantee that's the same location for 2007. If all else fails, create a new template in 2007 and see where it saves it.
That was my backup plan. I'll try that.

Quote:
To move templates to the new version, you can just drop them in the default location. If you want to store them somewhere else, you can--just change the path in Word>Files>Options>Save>Personal template location.
I want to save them in the default location.

Quote:
Regarding macros...

Unless you went out of your way to save them in specific files, macros are general stored in the normal.dot or normal.dotx template. So, copying that template to the new machine should migrate the macros.
It looks like that is so. I opened the VBA editor and all of my macros are in modules under Normal.

Quote:
Hope this helps!
Very much so. Thanks.
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File Type: jpg Word 20200208 2249 Default file save locations.jpg (139.1 KB, 11 views)
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  #4  
Old 02-09-2020, 12:34 AM
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Guessed Guessed is offline Migrating Word 2007 on XP to Office 365 on Win 10 Windows 10 Migrating Word 2007 on XP to Office 365 on Win 10 Office 2016
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Jennifer

The default template location would be in your application data\Microsoft\Templates folder. You will find that this is where your Normal.dotm template sits. Because the Application Data folder varies depending on your Windows version and login name, it is easiest to get there by pasting the following string into the folder path box in File Explorer
%appdata%\Microsoft\Templates

There are subtle differences in the file formats of each of the versions of Word since 2007. If you open a dotx or docx file from an older version of Word it will show as Compatibility Mode. You can convert your file to the current version by going to File > Info and clicking the button that says Convert (next to the Compatibility Mode instructions). You can also convert a file to a particular version by running a line of vba code like
ActiveDocument.SetCompatibilityMode wdWord2010

If your template is saved in a previous version of Word, all the new docs it produces will be in that version.

You can open each template itself and convert it to match the version of Word you now have. WARNING: There are some knowledgeable people on this forum who say this is a bad idea (in relation to Normal.dotm itself) and that you should create a template from new in the version of Word you are using. I disagree with that position and in my experience it has never been a problem for me.
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  #5  
Old 02-09-2020, 02:04 PM
Charles Kenyon Charles Kenyon is online now Migrating Word 2007 on XP to Office 365 on Win 10 Windows 10 Migrating Word 2007 on XP to Office 365 on Win 10 Office 2019
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See Moving (Sharing) Customizations in Microsoft Word.
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