Outlook 2007 Setup Guide (Exmail)

Outlook 2007 Setup Guide (Exmail)
Versions Addressed: Microsoft Office Outlook 2007
Document Updated: 6/2/2010
Copyright © 2010 Smarsh, Inc. All rights reserved.
Purpose: This document will assist the end user in configuring
Outlook 2007 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 2007 Setup Guide (Exmail)
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Table of Contents
Creating a New Profile
Exit Outlook
Open the Mail Control Panel Item
Add Your New Profile
Manual Account Setup
Enter Back-End Server Information
Enter Proxy Server Information
3
3
3
4
5
6
7
Activate Your New Profile
10
Launch Microsoft Outlook
11
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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 11
Outlook 2007 Setup Guide (Exmail)
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To set up Microsoft Outlook 2007 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
Creating a New Profile
We recommend that you create a new Outlook profile to use with this account.
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 11
Outlook 2007 Setup Guide (Exmail)
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Open the Mail icon, then click Show Profiles:
Add Your New Profile
To create your new profile, click “Add…” 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.
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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 4 of 11
Outlook 2007 Setup Guide (Exmail)
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Manual Account Setup
First, check the box at the bottom labeled “Manually configure server settings or additional server types” and click
Next.
Select “Microsoft Exchange” and click Next.
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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 11
Outlook 2007 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.
At this point you’ll get an error message – don’t worry, nothing is wrong. Just click OK:
............................................................... ....................................
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 11
Outlook 2007 Setup Guide (Exmail)
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Then click Cancel:
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 11
Outlook 2007 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, then click the Check Name 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 8 of 11
Outlook 2007 Setup Guide (Exmail)
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When asked for your user name and password, enter your email address in the “User name” field, then enter your
password and check the “Remember my password” box. Be careful – sometimes the “User name” field may show
the wrong email address by default, so make sure you enter the address of the account you’re setting up. 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 11
Outlook 2007 Setup Guide (Exmail)
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Activate Your New Profile
Most people only need one active profile for Outlook. Select the “Always use this profile” option, and choose the
new profile you just created. Alternately, if you’d like to switch between different profiles, select “Prompt for a
profile to be used” instead.
Click OK, and close out of the Control Panel.
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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 11
Outlook 2007 Setup Guide (Exmail)
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Launch Microsoft Outlook
Open Microsoft Outlook, and you should be asked to enter a user name and password again. Enter your email
address as the user name, and enter your password:
Outlook should now connect to the server and begin synchronizing your folders. Setup is complete! You can now
send and receive email.
............................................................... ....................................
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 11