Outlook 2010 Setup Guide (Exmail)

Outlook 2010 Setup Guide (Exmail)
Versions Addressed: Microsoft Office Outlook 2010
Document Updated: 10/21/2010
Copyright © 2010 Smarsh, Inc. All rights reserved.
Purpose: This document will assist the end user in configuring
Outlook 2010 for accounts using the Exchange 2003 (Exmail)
server environment.
Outlook and Exchange are registered trademarks of Microsoft
Corporation. Other product names are trademarks or registered
trademarks of their respective owners.
Outlook 2010 Setup Guide (Exmail)
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Table of Contents
Getting Started
Exit Outlook
Open the Mail Control Panel Item
Edit Existing Profile
Manual Account Setup
Enter Back-End Server Information
Enter Proxy Server Information
Finish Account Setup
Creating a New Profile
3
3
3
4
6
7
7
10
12
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This document is intended only for Smarsh customers, and may not be
redistributed to third parties. Copyright © 2010 Smarsh, Inc. All rights
reserved.
Page 2 of 12
Outlook 2010 Setup Guide (Exmail)
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To set up Microsoft Outlook 2010 to access your email account, follow these instructions. You will need to know
the following information before you get started:
 Your email address
 Your email password
Getting Started
It is not necessary to create a new Outlook profile to use with this account. However, if you have an existing
account set up that you will no longer be using at all, or you’d simply like a fresh start, creating a new profile is easy
to do.
Whether you decide to create a new profile or not, follow these steps.
Exit Outlook
Begin by closing all Outlook windows (including email messages) and exiting out of Outlook. Outlook cannot be
running during the setup process.
Open the Mail Control Panel Item
Click on the Start button and open the Control Panel. If you haven’t already done so, switch to Classic View or view
by icons, depending on your version of Windows:
Windows XP
Windows Vista
Windows 7
Look for an icon that says “Mail” (or “Mail (32-bit)” on 64-bit versions of
Windows 7).
If you don’t see it, look for an icon labeled “View 32-bit Control Panel Items”
(you’ll see this on 64-bit versions of Windows Vista), and open that.
............................................................... ....................................
This document is intended only for Smarsh customers, and may not be
redistributed to third parties. Copyright © 2010 Smarsh, Inc. All rights
reserved.
Page 3 of 12
Outlook 2010 Setup Guide (Exmail)
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Open the Mail icon, then click Show Profiles:
Edit Existing Profile
If you would like to create a new profile, skip to the section titled “Creating a New Profile” on page 12. Otherwise,
select your existing profile (if you have more than one) and click Properties.
............................................................... ....................................
This document is intended only for Smarsh customers, and may not be
redistributed to third parties. Copyright © 2010 Smarsh, Inc. All rights
reserved.
Page 4 of 12
Outlook 2010 Setup Guide (Exmail)
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Click the “E-mail Accounts…” button.
To add your new email account, click the “New…” button.
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This document is intended only for Smarsh customers, and may not be
redistributed to third parties. Copyright © 2010 Smarsh, Inc. All rights
reserved.
Page 5 of 12
Outlook 2010 Setup Guide (Exmail)
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Manual Account Setup
First, select the option at the bottom labeled “Manually configure server settings or additional server types” and
click Next.
Select “Microsoft Exchange” and click Next.
............................................................... ....................................
This document is intended only for Smarsh customers, and may not be
redistributed to third parties. Copyright © 2010 Smarsh, Inc. All rights
reserved.
Page 6 of 12
Outlook 2010 Setup Guide (Exmail)
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Enter Back-End Server Information
Enter “exback01-pdx.smarsh.com” as the Microsoft Exchange server name, and make sure “Use Cached Exchange
Mode” is checked. Enter your email address as the User Name, then click the “More Settings…” button.
Enter Proxy Server Information
Click the Connection tab, then check the box labeled “Connect to Microsoft Exchange using HTTP” and click the
“Exchange Proxy Settings…” button.
............................................................... ....................................
This document is intended only for Smarsh customers, and may not be
redistributed to third parties. Copyright © 2010 Smarsh, Inc. All rights
reserved.
Page 7 of 12
Outlook 2010 Setup Guide (Exmail)
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Enter “exmail.smarsh.com” in the first box, and check the box labeled “On fast networks, connect using HTTP first,
then connect using TCP/IP”. At the bottom, change from “NTLM Authentication” to “Basic Authentication”, and
click OK.
Click OK again. If necessary, retype your email address in the “User Name” field, then click the Check Name button.
............................................................... ....................................
This document is intended only for Smarsh customers, and may not be
redistributed to third parties. Copyright © 2010 Smarsh, Inc. All rights
reserved.
Page 8 of 12
Outlook 2010 Setup Guide (Exmail)
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You should now be asked to authenticate. Enter your password, and check the “Remember my credentials” box.
Click OK.
If everything worked correctly, your email address should be replaced by your name, with an underline. Don’t
worry if the Microsoft Exchange Server changes to something different than what you typed in; as long as your
name is underlined, that’s OK. Click Next, then click Finish.
............................................................... ....................................
This document is intended only for Smarsh customers, and may not be
redistributed to third parties. Copyright © 2010 Smarsh, Inc. All rights
reserved.
Page 9 of 12
Outlook 2010 Setup Guide (Exmail)
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Finish Account Setup
If you are adding your new account to an existing profile, you may receive this message. Just click OK.
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This document is intended only for Smarsh customers, and may not be
redistributed to third parties. Copyright © 2010 Smarsh, Inc. All rights
reserved.
Page 10 of 12
Outlook 2010 Setup Guide (Exmail)
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Click Close, then Close again.
Click OK, and close out of the Control Panel. You are now ready
to open Outlook.
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This document is intended only for Smarsh customers, and may not be
redistributed to third parties. Copyright © 2010 Smarsh, Inc. All rights
reserved.
Page 11 of 12
Outlook 2010 Setup Guide (Exmail)
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Creating a New Profile
To create a new profile, click “Add…” button and enter a name for the new profile. You can name the new profile
anything you like, but you may want to call it “Smarsh” or the name of your company.
You will now be prompted to add your new email
account. Follow the instructions for “Manual Account
Setup” beginning on page 6.
When you have created the new profile, make sure your
new profile is selected, or if you’d like to switch between
different profiles, select “Prompt for a profile to be used.”
Click OK, and close out of the Control Panel. You are now
ready to open Outlook.
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This document is intended only for Smarsh customers, and may not be
redistributed to third parties. Copyright © 2010 Smarsh, Inc. All rights
reserved.
Page 12 of 12