Getting Started with your Hosted Microsoft Exchange 2010 Administrators Quick Start Guide to Hosted Exchange 2010

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1 Administrators Quick Start Guide to Hosted Exchange 2010 Copyright 2010 Plateau Ltd. dba active-server.com Page 1

2 Contents Getting Started with Hosted Microsoft Exchange Server Part 1 - Administrative Details... 3 Setting up Exchange with your preferences... 3 Adding Users... 4 What's Left... 6 Don't Forget to Send Out the Configuration s... 6 Part 2 - User Details... 7 Using Outlook Web Access (OWA)... 7 Downloading Outlook or Entourage... 8 Automatically Configuring Outlook... 8 Manually Configuring Outlook... 9 Configuring Entourage... 9 Configuring Your Phone (Active Sync or imap)... 9 Copyright 2010 Plateau Ltd. dba active-server.com Page 2

3 Getting Started with Hosted Microsoft Exchange Server 2010 It is easy to get started with our Hosted Microsoft Exchange Server There are two parts to using Hosted Exchange 2010, each uses a different URL. This document is designed to get you started and up and running quickly. Part 1. Administrative Details - Setting up Exchange with your preferences and administrating users on your server. Part 2. User Details - Accessing Exchange as a user to setup your account, download software and optionally read view the web. Part 1 - Administrative Details If you get stuck you can always click on the "Help" link in the upper right hand corner or contact our helpdesk. Setting up Exchange with your preferences Login Using the login information provided browse to and log into the administrators control panel. You will be asked to provide answers to 3 questions to be used in case you need to recover your password. Verify Domain and Add Users Once you are logged in click on the Primary Setup link. This will cause additional links to appear as shown below. You will need to first verify your domain name and then add users. Copyright 2010 Plateau Ltd. dba active-server.com Page 3

4 Verify Your Domain The Manage Domains link will show what domains are added to the server. If none are add you need to add one now. Click on "Get Started" in the menu to the left when you are done. Adding Users Click on the Manage Users link shown above. Click on Create User to add a new user. FYI - Active Sync can be enabled/disabled from the menu on the left. It should be enabled. Copyright 2010 Plateau Ltd. dba active-server.com Page 4

5 Once you have added all the users you need to make sure you confirm you additions. Enabling Active Sync for a User Be sure to click on Proceed if you make changes. Added users will be sent a configuration . Passwords will be sent to the Send Passwords address shown above. Copyright 2010 Plateau Ltd. dba active-server.com Page 5

6 What's Left This covers the fundamentals of getting started with Hosted Microsoft Exchange There are still a few steps to do, which are fairly straight forward and may not be critical for your needs. Don't Forget to Send Out the Configuration s You should have received two s for each user added. One will contain their password. The second will explain where to go to download and setup their mail client. You need to send the user the pertinent information from each . Password Notification Copyright 2010 Plateau Ltd. dba active-server.com Page 6

7 User Configuration Getting Started with your Hosted Microsoft Exchange 2010 You will want to forward the grey area to your user. This gives links to the User Control Panel and also Outlook Web Access. Part 2 - User Details Using Outlook Web Access (OWA) As mentioned above the User Configuration provides links to the User Control Panel and also Outlook Web Access. The links for both of these items are almost identical and the end user can actually access either their user setting or webmail from either link. Copyright 2010 Plateau Ltd. dba active-server.com Page 7

8 Once the user logs into the "My Services" area they can download Outlook or Entourage and setup their account. Downloading Outlook or Entourage If you do not have a copy of Outlook or Entourage for the MAC click on the appropriate link above to download your free copy. Entourage requires that your Operating System version be Mac OS X version (Tiger) or later. Automatically Configuring Outlook If you are installing a new instance of Outlook you can download and run the Profile Helper, which will automate setting up your Outlook. Outlook must be downloaded and installed before you download and run the Profile Helper. Existing Outlook Users: Running the Profile Helper: If you are already using Outlook and have user accounts setup it is recommended that you manually configure Outlook. If you download and run the Profile Helper and accidently select to delete or replace the current profile it may delete the existing accounts in Outlook, setup a different mailbox and disconnect from your current.pst file. Rules: If you have rules it is always a good idea to backup your current rules. (On the Outlook Menu click: Tools; Rules and Alerts. Next click on the button labeled "Options" and select "Export Rules.") Backup Current Outlook 2007 Account Settings: (If you are unfamiliar with the registry it is recommend that you have a professional do this for you. ) 1. Start > Run > type regedit 2. Locate the following path in your Registry Editor 3. HKEY_CURRENT_USER\Software\Microsoft\Windows NT\CurrentVersion\Windows Messaging Subsystem\Profiles\Outlook 4. Now right click on the key outlook and select option: Export and save.reg files to your desired location. Copyright 2010 Plateau Ltd. dba active-server.com Page 8

9 Manually Configuring Outlook If you already have outlook installed on your PC you should manually configure your mail accounts. Instructions on how to do this can be found here: Configuring Entourage Once you have download Entourage make sure you log back into the My Services in OWA and read the setup instructions. Configuring Your Phone (Active Sync or imap) There are two ways to configure your phones Mail application to sync your Exchange mail account using an ActiveSync connection or using a standard IMAP connection. An ActiveSync connection pulls in your calendar and contacts in addition to your and is the preferred method. An IMAP connection can sync messages only. As each device has a different method setting up Active Sync or imap we are unable to list instructions for every device. In all cases you will need server information. There is detailed setup information for activesync located in the administrators control panel.... then... The end can also get server information by logging into their control panel. Copyright 2010 Plateau Ltd. dba active-server.com Page 9

10 1. Browse to the users login screen for web access making sure that the My Services button is selected. 2. For ActiveSync Settings click on the ActiveSync Settings icon. 3. For imap/pop/smtp settings:... then... This will take you to the help screen for which we have copied below. Always refer to the above link for current information. How to connect a POP/IMAP/SMTP to the Exchange Server SMTP Relay / IMAP/ POP / OWA should all be disabled by default for all Exchange 2007 and 2010 accounts. There is no way to disable MTP. You can enable or disable POP / IMAP /OWA in the administrators control panel. 1. Start Outlook Express. Choose Tools > Accounts from the menu on the top. 2. Click Add button and choose Mail. 3. Display Name: John Doe and click Next 4. address: and click Next 5. Choose POP3 or IMAP4 (recommended) in My incoming server Fill in the following information: Incoming mail: west site: west.exch022.serverdata.net east site: east.exch022.serverdata.net Outgoing mail: Copyright 2010 Plateau Ltd. dba active-server.com Page 10

11 west site: west.exch022.serverdata.net east site: east.exch022.serverdata.net Click Next 7. Fill in the following information: Account name: EXCH022\JohnD_n Password: Type your mailbox password Click Next, then click Finish. 8. Select account named west.exch022.serverdata.net or east.exch022.serverdata.net and click Properties button. 9. Switch to the Servers tab. In the Outgoing Mail Server check My server requires authentication 10. Switch to the Advanced tab: Check This server requires secure connection (SSL) underneath Outgoing mail Check This server requires secure connection (SSL) underneath Incoming mail 3. Note the information displayed. User Name: JohnDoe_n <-- this is your active sync login Password: Your mailbox password <-- this is the same password as your account password Domain Name: EXCH022 Server Name: WEST.EXCH022.serverdata.net In many cases you will have to specify your login as Domain\UserName using the information above this would be: EXCH022\ JohnDoe_n The Exchange Server name is: WEST.EXCH022.serverdata.net Copyright 2010 Plateau Ltd. dba active-server.com Page 11

12 Copyright 2010 Plateau Ltd. dba active-server.com Page 12

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