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1 NODE4 SERVICE DESK SYSTEM KNOWLEDGE BASE ARTICLE INTERNAL USE ONLY NODE4 LIMITED 24/04/2015

2 ADD A POP, IMAP OR OFFICE 365 ACCOUNT TO OUTLOOK USING CUSTOM SETTINGS If you re setting up Outlook for the first time with a POP or IMAP account, or you re adding a new mail profile, and the Account Setup wizard doesn t finish successfully, you can set up your account with custom settings. If you tried to add an account using the Account Setup wizard and it doesn't finish successfully, there are some things you can try: You can wait a while and try again. Sometimes, a mail server might just be having a temporary problem, or there s a network connection issue. If trying again doesn t work, you might contact your administrator (if you re in an organization). There may be problems you aren t aware of, or you may need to use some custom settings. If you're using Outlook (or Outlook Web App) with Office 365 for business, see Find POP or IMAP server settings to learn how to look up your settings. There are some mail accounts (such as Yahoo! Mail) that can t be used with Outlook unless you upgrade to their subscription plan. Check with your provider to learn about upgrading. Some types of mail accounts like those you get with your broadband internet service, or web-based mail might require you to change the default value for the port number for outgoing or incoming messages, or enter a specific URL for the server address. See the section Set up the account for detailed steps on setting up your account manually. Set up the account 1. Click File. 2. Click Add Account. 2

3 3. Click Manual setup or additional server types > Next. If you're using a POP3 or IMAP account you'll need to know your IMAP or POP, SMTP server names, ports, and encryption methods to complete the steps below. If you re not sure whether you are using a POP3 or IMAP account, or you need help finding the necessary settings, contact your provider. POP3 or IMAP account 1. Open Outlook. If the Outlook Startup Wizard opens, on the first page of the wizard select Next. Or, on the Outlook toolbar select the File tab. Then select Add Account. 2. Select Manual setup or additional server types > Next. 3. Select Internet , and then select Next. 4. Under User Information, do the following: a. In the Your Name box, type your name the way you want it to appear to other people. b. In the Address box, type the complete address assigned by your provider. Make sure to include the user name, symbol, and the domain name, for example, c. In the Password and Retype Password boxes, type your password. Tip Passwords are case-sensitive. Make sure the Caps Lock key isn t on when you enter your password. 5. Under Server Information, do the following: a. In the Account Type list, choose POP3 or IMAP. b. In the Incoming mail server box, type the full name of the server for your provider. For example, mail.contoso.com. If you're using Office 365 for business, the IMAP or POP server name is outlook.office365.com. c. In the Outgoing mail server (SMTP) box, type the full name of the server for your provider. For example, mail.contoso.com. If you're using Office 365 for business, the SMTP server name is smtp.office365.com. 6. Under Logon Information, do the following: 3

4 a. In the User Name box, type your user name. This might be the part of your address before symbol, such as pat, or it might be your complete address, such as b. In the Password box, type your password. c. Check Remember password. Note If you choose to let Outlook remember your password, you won t have to type your password again when using Outlook. Anyone who has access to your Windows computer account can read or send mail as you. 7. Your account might require one or more of the following additional settings. Contact your provider if you have questions about which settings to use. a. SMTP authentication Click More Settings. On the Outgoing tab, check My outgoing server (SMTP) requires authentication. You may need to change the port number, depending on your provider. Check with your provider for details. b. POP3 encryption For POP3 accounts, click More Settings. On the Advanced tab, under Server Port Numbers, under Incoming server (POP3), check The server requires an encrypted connection (SSL). You may need to change the port number, depending on your provider. Check with your provider for details. c. IMAP encryption For IMAP accounts, click More Settings. On the Advanced tab, under Server Port Numbers, under Incoming server (IMAP), for the Use the following type of encrypted connection option, click None, SSL, TLS or Auto. If your account uses Outlook (or Outlook Web App) in Office 365, select TLS. Select OK. d. SMTP encryption Click More Settings. On the Advanced tab, under Server Port Numbers, under Outgoing server (SMTP), for the Use the following type of encrypted connection option, click None, SSL, TLS or Auto. 8. Click Next. Note Most providers use port 465 as the default for outgoing messages and port 995 for incoming messages. By default, Test Account Settings by clicking the Next button is checked. This option verifies your account is working. If any information is missing or incorrect, you re prompted to enter or correct it. 9. Click Finish. Microsoft Exchange Server account In most cases, you won t need to manually configure your account if you connect to an Exchange server. We recommend trying again if your first setup attempt fails, and then contacting your Exchange administrator if that doesn t work. You can try the following steps: 1. Click Manually configure server settings or additional server types, and then click Next. 2. Click Microsoft Exchange, and then click Next. 3. Type the Exchange server name. Your Exchange administrator can give you this name. 4

5 4. To use Cached Exchange Mode, check Use Cached Exchange Mode. Cached Exchange Mode allows you to work with items in your Exchange mailbox even when your network connection is slow or unavailable. 5. In the User Name box, type your user name. 6. Optionally, do any of the following: o Click More Settings. On any of the tabs, select the options you want or your Exchange o admin tells you to change. Click Check Names to verify the server recognizes your name and your computer is connected to the network. The server and account names you specified in steps 3 and 5 should become underlined. If your name isn t underlined, contact your Exchange admin. 7. If you clicked More Settings and opened the Microsoft Exchange Server dialog box, click OK. 8. Click Next > Finish. Applies To: Office 365 End User, Office 365 Admin, Outlook 2013, Office 365 Small Business Admin 5

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