User guide. Business

Transcription

1 User guide Business June 2013

2 Contents Introduction 3 Logging on to the UC Management Centre User Interface 3 Exchange User Summary 4 Downloading Outlook 5 Outlook Configuration 6 Configuring Outlook From Button 8

3 Introduction TELUS Business Service manages the Exchange environment for your company. Users are able to access their using the advanced and collaboration services that are available in Microsoft Exchange. This guide provides helpful tips and information on how to navigate around the UC Management Centre user interface and use the features that the UC Management Centre offers. Please note that all features supported by the TELUS UC Management Centre may not be supported by your mail client. Refer to the Microsoft support website if you are having problems. Logging on to the UC Management Centre User Interface. Login to the UC Management Centre using the User name and Password contained in the your welcome Visit TELUS.com/manageUC. 2. Enter your address as your User name and Password and select Login. The Password field is case-sensitive. Enabling the Remember Me property will ensure that your User name is remembered when you next log onto the site s Login Page. 3. The UC Management Centre allows you to change your password at login. Select Change Password to display the password reset feature. 4. Enter a new password that meets the system s security requirements. Re-enter the new password to verify and select Login. The new password will be saved against your account. Business user guide 3

4 Exchange User Summary. Once you have been provisioned with Business , you will be able to view your user information in the Exchange User Summary. This information will assist you in configuring Outlook and mobile devices. Click on the Services icon on the Menu Bar and select menu options Exchange > Exchange Summary. If you have been provisioned with Business and cannot access this screen, please contact your system administrator. Business user guide 4

5 Addresses Your addresses will be listed with your primary address displayed in bold font. Outlook Profile Settings. Microsoft Exchange Settings Microsoft Exchange Proxy Settings POP3 Mail Configuration. Outlook Web Access. Outlook Web Access allows you to send and receive s via a web browser. This is useful when you are frequently out of the office i.e. working from home, travelling. The UC Management Centre displays the fully qualified URL which will point to the Outlook Web Access server. Entourage 2008 Settings. Entourage is an client and personal information manager developed by Microsoft for Mac OS 8.5 and higher. The UC Management Centre displays the user settings for using Entourage Downloading Outlook *Only for Business Professional Users. If you have been provisioned as a Business Professional User you will have access to download either Microsoft Outlook 2010 & 2013 (for PC) or Microsoft Outlook 2011 (for Mac). 1. From the Home Page, select Services > Exchange > Download Outlook. 2. Follow the instructions to download and install Microsoft Outlook 2010 or 2011 onto your computer. Business user guide 5

6 Outlook Configuration To set up your Business Service, there are options that need to be specified within your Outlook Profile. These settings ensure that you connect to the correct Exchange Server or use the right address for the connection. Your Outlook Profile needs to be updated on the computer that you use. The UC Management Centre user interface can generate and download the settings automatically onto your computer. Customer Service Administrators can also impersonate you in the UC Management Centre and configure the exchange settings to your client machine on your behalf. Downloading your Outlook profile: 1. From the top menu bar, select Services > Exchange > Configuration > Outlook Profile. 2. Select your connection protocol and cached mode: Connection Protocol. A connection protocol is a specific method that your Outlook application will use to connect to the Exchange server. The number of connection protocols that are available for you to use will be dependent on the Business Service user package that you have been assigned with. Exchange Cached Mode. The Exchange Cached Mode takes a copy of your mailbox and stores it on your local computer. This copied mailbox is updated regularly from the Exchange Mail Server. If the connection from your local computer and the mail server stops, you will still be able to access the data that has been copied over. 3. Under the option Outlook Profile Setup, select Download. The PRF Only option allows you to view your specific Outlook setting in technical detail. Using this option, you require access to the computer s command prompt. Business user guide 6

7 4. Select Run > Run again. 5. The UC Management Centre AutoLogon for Microsoft Outlook Setup Wizard will appear on screen. Select Next. 6. The set-up tool will default with Auto-Logon selected for install. The Auto-Logon Tool is an optional tool that can be downloaded onto your computer. Your username and password is encrypted and stored in the registry. Whenever the Outlook application starts, the Autologon tool logs you onto the Exchange Server. De-select the Auto-Logon tool if you do not want the tool to be installed with the Outlook Profile File and select Next. 7. Enter and confirm your password and select Next. 8. The set-up tool will confirm the folder settings where the program s shortcuts will be saved. Select Next to accept the changes or Browse to amend the folder details. 9. The Wizard will confirm the settings. Select Install. 10. The Wizard will install the Exchange Profile and start the Outlook application. Click Finish to exit the wizard. If Auto-Logon was installed, a your desktop. icon will appear in the bottom right hand corner of Business user guide 7

8 Configuring Outlook From Button. In order to Send As another user or Distribution Group, your Outlook profile must be configured to show a From... button. By default, Outlook does not show the From... button. In order to configure a user s Outlook profile to show the From... button: 1. Log-on to Outlook. 2. Open a new message. 3. Select Options > Show From. 4. The user s Outlook screen will be updated, displaying the From... button. Business user guide 8