Migrating to OneNote 2010 from OneNote 2007 | Microsoft
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This document provides a guide for migrating to OneNote 2010 from OneNote 2007 by: 1) Explaining that OneNote 2010 has a new ribbon interface that replaces menus and toolbars and outlines where common commands can now be found. 2) Directing users to online training resources and interactive guides to help them learn the new interface and locate commands from OneNote 2007. 3) Listing some common tasks and commands from OneNote 2007 and where to find their equivalents in the new ribbon interface of OneNote 2010.
![Migrating to OneNote 2010
Microsoft®
from OneNote 2007
How to work with people who don’t yet have OneNote 2010
OneNote 2010 notebooks use a new file format for storing information. If people you work with are using different versions of OneNote, don’t worry —
you can still open and edit older notebooks in OneNote 2010, and share your files with people who don’t yet have OneNote 2010.
In OneNote 2010... What happens? What should I do?
You open a notebook that was In the OneNote 2010 program window, you’ll see the words [Compatibility Mode] To exit Compatibility Mode and convert the 2007 file to the
created with OneNote 2007. on the title bar. new OneNote 2010 format, click the File tab, and then click
Info. Click the Settings button for the notebook you want to
convert, and then click Properties. In the Notebook Properties
dialog box that opens, click the Convert to 2010 button.
This tells you that even though you’re in OneNote 2010, you’re still technically working in Before you convert an old notebook, ask yourself if you’ll still
the earlier file format, and that you won’t be able to use new OneNote 2010 features like need to collaborate with people who still use OneNote 2007, or
math equations, linked notes, multi-level subpages, versioning, and the Recycle Bin until if the notebook is already shared with others. If the answer is
you convert the file to the OneNote 2010 file format. yes, you may want to continue working in Compatibility Mode.
You create a new notebook in the If someone uses the OneNote 2007 program to open a notebook that is saved in the new You can either convert the notebook to the older OneNote 2007
new OneNote 2010 format or you OneNote 2010 format, an error message will tell them that the notebook was created with format before sending or sharing your notebook, or you can
convert an old notebook to the new a newer version of OneNote. They will not be able to view or edit the notebook. recommend to your collaborators to upgrade to OneNote 2010.
OneNote 2010 format.
If your collaborators are unable to upgrade to OneNote 2010 for
any reason, they can download a free trial version of OneNote
2010. This lets them edit OneNote 2010 notebooks for a limited
time and view all OneNote files indefinitely. Trial versions of all
Office 2010 programs are available on Office.com.
You save your document as a If someone uses OneNote 2007 to open a notebook that was saved in the OneNote 2007 You don’t have to do anything, necessarily.
OneNote 2007 file. format using the OneNote 2010 program, the notebook will open normally — no further
However, if you keep working in the older OneNote 2007
conversion will be required.
format, keep in mind that new OneNote 2010 features like
math equations, linked notes, multi-level subpages, versioning,
and the Recycle Bin will be unavailable.](https://image.slidesharecdn.com/ssmigo2k7too2k10onenote-120106162331-phpapp01/85/Migrating-to-OneNote-2010-from-OneNote-2007-Microsoft-7-320.jpg)
Migrating to OneNote 2010 from OneNote 2007 | Microsoft
- 1. Migrating to OneNote 2010 Microsoft® from OneNote 2007 In This Guide Microsoft OneNote 2010 looks very different from OneNote 2007, so we created this guide to help you minimize the learning curve. Read on to learn key parts of the new interface, discover free OneNote 2010 training, find features such as the Templates task pane or the Options dialog box, understand how to exchange notes with people who don’t yet have OneNote 2010, and find out how to get access to advanced features. Ribbon Groups Quick Access Toolbar Ribbon Tabs Each ribbon tab contains groups, and each group contains a set of Commands shown here are always visible. You Click any tab on the ribbon to related commands. Here, the Tags group contains commands for can add your favorite commands to this toolbar. display its buttons and commands. applying, changing, and searching for note tags. Backstage View Show the Ribbon Click the File tab to enter When you first start Backstage view, where OneNote 2010, the ribbon you can open, create, is hidden to maximize your share, print, and manage note-taking space. your notebooks. Click this icon or press Instant Search CTRL+F1 to show or hide Find stuff in your notes instantly by entering a phrase the ribbon at any time. or keyword in the Search box. Create New Sections Click the New Section button to add new section tabs in the current notebook. Contextual Ribbon Tabs Some tabs appear on the ribbon only when you need them. For example, if you insert or select a table, you’ll see Table Tools, which includes an extra ribbon Unfiled Notes tab called Layout. Click this button at the bottom of the Navigation Bar to open a special section that contains To exit Backstage view, notes you’ve collected from click any ribbon tab. other programs. © 2010 by Microsoft Corporation. All rights reserved.
- 2. Migrating to OneNote 2010 Microsoft® from OneNote 2007 How to get started with OneNote 2010 Where are my menus and toolbars? If you’ve been using Microsoft OneNote for a long time, you’ll no doubt In OneNote 2010, a wide band spans the top of the main program have questions about where to find OneNote 2007 commands and window. This is the ribbon, and it replaces the old menus and toolbars. toolbar buttons in OneNote 2010. Each tab on the ribbon has different buttons and commands that are organized into ribbon groups. We have many free resources available to help you learn OneNote 2010, including training courses and menu-to-ribbon guides. To find these When you open OneNote 2010, the ribbon’s Home tab is displayed. This materials, click the File tab in the main program window, and then click tab contains many of the most frequently used commands in OneNote. Help. Then, under Support, click Getting Started. For example, the first thing you’ll see on the left side of the tab is the Clipboard group, with the commands to Paste, Cut, and Copy, as well as the Format Painter. In the Basic Text group next to it, you’ll find commands to make text bold or italic, followed by the Styles group with the commands to quickly apply text formatting to headings and body text. On the Web page that opens, click the links to the items that interest you. The ribbon adjusts its appearance to fit your computer’s screen size and In particular, the interactive menu-to-ribbon guide is a real timesaver. resolution. On smaller screens, some ribbon groups may display only their When you click any OneNote 2007 command, it shows you exactly where group name, not their commands. In that case, simply click the small that command is located in OneNote 2010. arrow on the group button to reveal the commands.
- 3. Migrating to OneNote 2010 Microsoft® from OneNote 2007 Things you might be looking for Look over the table below to find some of the common and familiar things that you might be looking for in OneNote 2010. Although this list isn’t comprehensive, it’s a good place to start. To find the full list of OneNote 2010 commands, click the File tab, click Help, and then click Getting Started. To... Click… And then look in the... Open, create, share, convert, export, send, or print notes Backstage view (click the links on the left side in this view) Apply formatting to text or apply and find note tags Basic Text, Styles, and Tags groups Insert tables, pictures, links, files, audio and video, or equations Tables, Images, Links, Files, Recording, and Symbols groups Send a page in e-mail, share new or existing notebooks E-mail and Shared Notebook groups Draw or erase sketches, handwriting, or shapes, customize pens, Tools, Insert Shapes, Edit, and Convert groups create writing space on a page, rotate objects, or convert ink to text Check spelling, do research, translate text, or take linked notes Spelling, Language, and Notes groups Maximize screen space, show or hide rule lines and page titles, set Views, Page Setup, Zoom, and Window groups page and margin size, zoom the page, or create new side notes
- 4. Migrating to OneNote 2010 Microsoft® from OneNote 2007 Where is the New Notebook Wizard? What happened to Tools | Options? In OneNote, you can work with more than just one notebook at a time. In Looking for the OneNote program settings that let you control things like OneNote 2010, the New Notebook Wizard from OneNote 2007 has been where to display page tabs, whether note containers are displayed, replaced with a simple interface that is located in Backstage view. where OneNote should save backups, or how passwords are applied? To begin, click File to open Backstage view, and then click New. Click the File tab, and then click Options. This opens the OneNote Options dialog box, where you can customize your OneNote settings and First, select where you want to store your new notebook, and then enter preferences. a descriptive name (for example, “Weekly Status Reports” or “Monday Night Study Group”). Choosing a meaningful notebook name is especially important if you’ll be sharing your new notebook with other people. Next, select or verify where in the selected location the new notebook should be stored, and then click Create Notebook. Some settings in the OneNote Options dialog box apply only to OneNote. Other preferences (for example, the color scheme) will apply to all other Microsoft Office 2010 programs that you have installed.
- 5. Migrating to OneNote 2010 Microsoft® from OneNote 2007 Keep your favorite commands nearby Create ribbon tabs or groups of your own The Quick Access Toolbar in the upper- You can customize ribbon commands by left corner of the OneNote program putting buttons into ribbon groups where window provides shortcuts to the you want them to appear, or by creating commands you’ll use often. custom ribbon tabs of your own. By adding buttons to this toolbar, you Right-click any ribbon group and then click can keep your favorite commands Customize the Ribbon. In the OneNote visible and available at all times, even Options dialog box, you can add commands when you switch ribbon tabs. to your own tabs or groups. Not all older OneNote commands appear on Click the drop-down arrow next to the Quick Access Toolbar to turn on or the ribbon, but they’re still available. If you off any of the commands listed on the shortcut menu. If the command can’t live without some of these, simply add you want to add isn’t shown in the list, switch to the ribbon tab where them to the ribbon or to the Quick Access Toolbar. the button appears and then right-click it there. On the shortcut menu that appears, click Add to Quick Access Toolbar. In the OneNote Options dialog box, in the Choose commands from list, select Commands Not in the Ribbon. Next, find the command that you want and add it to a custom ribbon tab or group. If you make a mistake, don’t panic. You can use the Reset button if you want to go back to the default (“factory”) settings.
- 6. Migrating to OneNote 2010 Microsoft® from OneNote 2007 Introducing KeyTips What happened to Live Sharing Sessions? OneNote 2010 provides shortcuts for the ribbon, called KeyTips, so you The Live Sharing Session feature that was introduced in OneNote 2007 can quickly perform tasks without using your mouse. has been discontinued in favor of the many new features and improve- ments to shared notebooks in OneNote 2010. Whereas Live Sharing Sessions required you to deal with IP addresses, temporary passwords, and specific note-taking times, OneNote 2010 lets you share and use your notebooks more easily and from virtually anywhere — even from a standard Web browser. For shared notebooks, OneNote 2010 introduces the ability to edit shared notes offline and sync later, highlight unread notes, show author infor- To make KeyTips appear on the ribbon, press the ALT key. mation, search by author, display and manage a version history of pages, Next, to switch to a tab on the ribbon using your keyboard, press the and use a Recycle Bin for recovering deleted notes. key of the letter displayed under that tab. In the example shown above, To begin using these features, click the Share tab on the ribbon. you would press N to open the Insert tab, S to open the Share tab, D to open the Draw tab, and so on. Once you’ve switched to a ribbon tab in this way, all available KeyTips for that tab appear on the screen. You can then finish the sequence by pressing the final key for the command you want to use. To go back one level while in a sequence, press the ESC key. Doing so multiple times in a row cancels KeyTips mode. Many OneNote 2007 keyboard shortcuts are still available in OneNote 2010. For example, CTRL+F still activates the Search box, and ALT+SHIFT+RIGHT ARROW still indents the selected text to the right. For a list of OneNote 2010 keyboard shortcuts, press F1 while in OneNote and then search for “keyboard shortcuts” in OneNote Help.
- 7. Migrating to OneNote 2010 Microsoft® from OneNote 2007 How to work with people who don’t yet have OneNote 2010 OneNote 2010 notebooks use a new file format for storing information. If people you work with are using different versions of OneNote, don’t worry — you can still open and edit older notebooks in OneNote 2010, and share your files with people who don’t yet have OneNote 2010. In OneNote 2010... What happens? What should I do? You open a notebook that was In the OneNote 2010 program window, you’ll see the words [Compatibility Mode] To exit Compatibility Mode and convert the 2007 file to the created with OneNote 2007. on the title bar. new OneNote 2010 format, click the File tab, and then click Info. Click the Settings button for the notebook you want to convert, and then click Properties. In the Notebook Properties dialog box that opens, click the Convert to 2010 button. This tells you that even though you’re in OneNote 2010, you’re still technically working in Before you convert an old notebook, ask yourself if you’ll still the earlier file format, and that you won’t be able to use new OneNote 2010 features like need to collaborate with people who still use OneNote 2007, or math equations, linked notes, multi-level subpages, versioning, and the Recycle Bin until if the notebook is already shared with others. If the answer is you convert the file to the OneNote 2010 file format. yes, you may want to continue working in Compatibility Mode. You create a new notebook in the If someone uses the OneNote 2007 program to open a notebook that is saved in the new You can either convert the notebook to the older OneNote 2007 new OneNote 2010 format or you OneNote 2010 format, an error message will tell them that the notebook was created with format before sending or sharing your notebook, or you can convert an old notebook to the new a newer version of OneNote. They will not be able to view or edit the notebook. recommend to your collaborators to upgrade to OneNote 2010. OneNote 2010 format. If your collaborators are unable to upgrade to OneNote 2010 for any reason, they can download a free trial version of OneNote 2010. This lets them edit OneNote 2010 notebooks for a limited time and view all OneNote files indefinitely. Trial versions of all Office 2010 programs are available on Office.com. You save your document as a If someone uses OneNote 2007 to open a notebook that was saved in the OneNote 2007 You don’t have to do anything, necessarily. OneNote 2007 file. format using the OneNote 2010 program, the notebook will open normally — no further However, if you keep working in the older OneNote 2007 conversion will be required. format, keep in mind that new OneNote 2010 features like math equations, linked notes, multi-level subpages, versioning, and the Recycle Bin will be unavailable.