Outlook Anywhere Local Client Setup Instructions
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1 Outlook Anywhere Local Client Setup Instructions Before you start please note: The minimum system requirements are as per below. Please do not underestimate the importance of these minimum requirements. A PC running Outlook 2003 and Microsoft Windows XP Service Pack 2 (SP2) or later OR Microsoft Windows XP Service Pack 1 (SP1) with the following update: , "Windows XP Patch: RPC Updates Needed for Exchange Server 2003" ( Step 1: Setting up your new MS Outlook 2003 Profile Please make double sure that the above mentioned minimum requirements are met. 1. Go to OBT s home page at 2. Click on Client Centre and then chose the Download Section Online Business Technologies Page 1 of 7
2 3. Then click on the link Outlook Anywhere Client Profile Generation. 4. On the Profile generation page, enter your Outlook Anywhere username Online Business Technologies Page 2 of 7
3 5. After that your personalised Outlook Profile has been created and is ready to be imported into Outlook. To do so, click on the link provided in Step 3 on the Profile Setup Page as shown below. 6. Click Open in the Security Warning that follows 2006 Online Business Technologies Page 3 of 7
4 7. In the following window click Yes 8. This will then start Outlook. You will be asked for your username and password. IMPORTANT: The user name must be in the following format obt-ext\username Mandatory User name e.g. xxx-xxxxx So, if your name is Jack Bauer and your username is ctu-jbaue, you need to enter this into the username field: obt-ext\ctu-jbaue 9. You will be asked to enter your password three times. Don t panic, this is normal. 10. After you have entered the password for the first time, Outlook will start and will be configured to access your Outlook Anywhere mailbox. Now that you have completed Step 1, please make sure to visit the interactive presentation for Step 2 Working in Outlook Anywhere in our Web Page s manuals section. It shows in a few easy to understand steps how your new mail box interacts with your existing data on your PC Online Business Technologies Page 4 of 7
5 A Few Hints Outlook Profiles In the above step, you created a new profile for Outlook to use. A profile basically is a place that contains your account or accounts if you use more than one. If Outlook Anywhere is the only account you are planning on using, then you are fine and after completing Step 1 (above) and after having watched the second Interactive Manual in Step 2, you are basically done. If you want to collect s from various addresses and or Internet Service providers, you will find that the new Profile you created in Step 1 only contains one single account the Outlook Anywhere account. Outlook will no longer collect s from any other accounts you have used in the past. If you wish to keep using those accounts you have two choices. a) You can set Outlook every time you start it up to prompt you which profile to use. This setting is in the following location. 11. In your control panel go to User Accounts, then to Mail. There you can select Prompt for profile to be used b) You can, if you wish, add more accounts to your Outlook Anywhere profile. To do so, highlight your Outlook Anywhere profile in the above location, then click on Properties and select Accounts 2006 Online Business Technologies Page 5 of 7
6 Follow the prompts to add accounts into your profile. Send / Receive Settings Many users coming from a POP environment are used to clicking Send/Receive to see if any new mails have arrived. In an Exchange server environment like with OBT s Outlook Anywhere, this is no longer necessary. As a matter of fact, clicking Send/Receive repeatedly or even worse, having a setting that automatically invokes Send/Receive periodically may even cause some problems. So please, make sure that in your Outlook the following settings are set correctly: 12. a. In Tools Options Mail Setup the box Send immediately when Connected is ticked (see below) 2006 Online Business Technologies Page 6 of 7
7 b. In Send/Receive make sure that none of the periodic checking boxes are ticked (unless you also have POP accounts set up in the same mail profile but under a standard setup you won t). End of Document 2006 Online Business Technologies Page 7 of 7
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