Outlook 2007 Setup Guide (SmarshMail)

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1 Versions Addressed: Microsoft Office Outlook 2007 Document Updated: 8/2/2012 Copyright 2010 Smarsh, Inc. All rights Purpose: This document will assist the end user in configuring Outlook 2007 for accounts using the SmarshMail server environment. Outlook and Exchange are registered trademarks of Microsoft Corporation. Other product names are trademarks or registered trademarks of their respective owners.

2 Table of Contents Creating a New Profile 3 Exit Outlook 3 Open the Mail Control Panel Item 3 Add Your New Profile 4 Account Setup with Autodiscover 5 Activate Your New Profile 7 Launch Microsoft Outlook 7 Manual Account Setup 8 Enter Back-End Server Information 9 Enter Proxy Server Information 10 Page 2 of 13

3 To set up Microsoft Outlook 2007 to access your account, follow these instructions. You will need to know the following information before you get started: Your address Your 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 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. Page 3 of 13

4 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 SmarshMail or the name of your company. You will now be prompted to add your new account. Page 4 of 13

5 Account Setup with Autodiscover Hopefully, your account is set up for automatic configuration. Simply enter your name, your address, and your password, then click Next. A message should pop up asking if you d like to allow a website to configure your server settings. Check the box labeled Don t ask me about this website again, and click Allow. Page 5 of 13

6 You should then be asked for your user name and password. Enter your full address as the user name, and enter your password again: If automatic configuration is successful, you should get a confirmation screen that looks like this: If this works, click Finish and continue to the next page. Or, if automatic setup doesn t work for some reason, don t worry! Jump down to Manual Account Setup on page 8. Page 6 of 13

7 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. Launch Microsoft Outlook Open Microsoft Outlook, and you should be asked to enter a user name and password again. Enter your 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 . Page 7 of 13

8 Manual Account Setup If the automatic setup doesn t work for you, check the box at the bottom labeled Manually configure server settings and click Next. Then select Microsoft Exchange and click Next. Page 8 of 13

9 Enter Back-End Server Information Enter pit-array-01.smarshmail.com as the Microsoft Exchange server name, and make sure Use Cached Exchange Mode is checked. Enter your 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: Page 9 of 13

10 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. Page 10 of 13

11 Enter outlook.smarshmail.com in the first box and msstd:outlook.smarshmail.com in the second box. Check all boxes as shown below and set authentication to Basic Authentication then Click OK. Click OK again, then click the Check Name button. Page 11 of 13

12 When asked for your user name and password, enter your 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 address by default, so make sure you enter the address of the account you re setting up. Click OK. If everything worked correctly, your 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. Page 12 of 13

13 Now, go back to the section on page 7 titled Activate Your New Profile. Page 13 of 13

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