Outlook 2010 Setup Guide (SmarshConnect)... Getting Started 3. Exit Outlook 3. Open the Mail Control Panel Item 3. Edit Existing Profile 4

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2 Table of Contents Getting Started 3 Exit Outlook 3 Open the Mail Control Panel Item 3 Edit Existing Profile 4 Account Setup with Autodiscover 6 Finish Account Setup 8 Manual Account Setup 9 Enter Back-End Server Information 9 Enter Proxy Server Information 10 Creating a New Profile 13 parties Copyright 2014 Smarsh, Inc All rights reserved Page 2 of 14 redistributed to third

3 To set up Microsoft Outlook 2010 to access your account, follow these instructions You will need to know the following information before you get started: Your address Your 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 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: parties Copyright 2014 Smarsh, Inc All rights reserved Page 3 of 14 redistributed to third

4 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 13 Otherwise, select your existing profile (if you have more than one) and click Properties parties Copyright 2014 Smarsh, Inc All rights reserved Page 4 of 14 redistributed to third

5 Click the Accounts button To add your new account, click the New button parties Copyright 2014 Smarsh, Inc All rights reserved Page 5 of 14 redistributed to third

6 Account Setup w ith 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 parties Copyright 2014 Smarsh, Inc All rights reserved Page 6 of 14 redistributed to third

7 You may be asked to enter your password again Make sure your address is entered correctly, type your password, and check the Remember my credentials box Click OK If automatic configuration is successful, you should get a confirmation screen that looks like this: parties Copyright 2014 Smarsh, Inc All rights reserved Page 7 of 14 redistributed to third

8 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 9 Finish Account Setup If you are adding your new account to an existing profile, you may receive this message Just click OK parties Copyright 2014 Smarsh, Inc All rights reserved Page 8 of 14 redistributed to third

9 Click Close, then Close again Click OK, and close out of the Control Panel You are now ready to open Outlook 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 parties Copyright 2014 Smarsh, Inc All rights reserved Page 9 of 14 redistributed to third

10 Enter Back-End Server Information Enter casarraysmarshconnectlocal 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 parties Copyright 2014 Smarsh, Inc All rights reserved Page 10 of 14 redistributed to third

11 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 Enter mailsmarshconnectcom in the first box and msstd:mailsmarshconnectcom in the second box Check all boxes as shown below and set authentication to NTLM Authentication then Click OK parties Copyright 2014 Smarsh, Inc All rights reserved Page 11 of 14 redistributed to third

12 Click OK again If necessary, retype your address in the User Name field, then click the Check Name button You should now be asked to authenticate Enter your password, and check the Remember my credentials box Click OK parties Copyright 2014 Smarsh, Inc All rights reserved Page 12 of 14 redistributed to third

13 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 parties Copyright 2014 Smarsh, Inc All rights reserved Page 13 of 14 redistributed to third

14 Now, go back to the section on page 8 titled Finish Account Setup 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 SmarshConnect or the name of your company You will now be prompted to add your new account Follow the instr uctions for Account Setup with Autodiscover 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 parties Copyright 2014 Smarsh, Inc All rights reserved Page 14 of 14 redistributed to third

Versions Addressed: Microsoft Office Outlook 2010/2013. Document Updated: 2014. Copyright 2014 Smarsh, Inc. All right reserved

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