Microsoft Entourage 2008 / Microsoft Exchange Server Installation and Configuration Instructions

Transcription

1 Microsoft Entourage 2008 / Microsoft Exchange Server 2010 Installation and Configuration Instructions

2 Table of Contents How to connect Microsoft Entourage 2008 EWS to the Exchange Server... 3 Important Notes... 3 Installation... 3 Step #1. Verify that your machine is compliant with the system requirements announced by Microsoft Step #2. Install Entourage using the link in the client or admin control panel Step #3. Install Entourage Web Services Edition Update Configuration... 4 Configure Exchange account in Entourage Web Services Troubleshooting: Error Web Services Edition Update Install Error... 10

3 How to connect Microsoft Entourage 2008 EWS to the Exchange Server Important Notes Important: Please make sure your Entourage 2008 copy has Web Services Edition Update installed before proceeding with its configuration. See step 3 below. Microsoft Entourage 2008 for Mac, Web Services Edition uses Exchange Web Services as the primary protocol to communicate with Exchange Server. In addition to several calendaring improvements, this new version of Entourage synchronizes notes, tasks, and categories with the Exchange Server. Caution: If you want to go back to the earlier version of Entourage after you install Entourage 2008, Web Services Edition Update, you have to remove the complete Office 2008 application. Installation Step #1. Verify that your machine is compliant with the system requirements announced by Microsoft. Your mailbox should be on Exchange 2007 or Entourage Web Services Edition will not work for Exchange 2003 mailboxes. 1. To verify that your computer meets these minimum requirements, select About This Mac on the Apple menu. The Operating System version listed must be Mac OS X version (Tiger) or a later. 2. Microsoft Office 2008 for Mac Update (this requirement applies only to this release): You can download this update for free from the Microsoft Web site. Note: To verify that you have installed this update, you can open any Microsoft Office 2008 application to check the version number. For example: Open Word, and then on the Word menu, select About Word. In the dialog box, compare the version number next to Latest Installed Update. 3. You cannot run Entourage 2008 for Mac and Entourage 2008 for Mac, Web Services Edition, on the same computer. 4. For 2010 accounts, you MUST use Entourage 2008 EWS. WebDav is no longer supported and will not work in the Exchange 2010 environment. Step #2. Install Entourage using the link in the client or admin control panel. Download Entourage and then run the download. Follow instruction on the screen. Step #3. Install Entourage Web Services Edition Update. 1. Quit any applications that are running, including all Office applications, Microsoft Messenger, and Office Notifications, because they might interfere with installation.

4 2. Navigate to the Mactopia web site. Scroll to the bottom of the page and under Browse for Downloads select Office 2008, in the Downloads column click on Microsoft Entourage 2008 for Mac, Web Services Edition. In the column to the right select the appropriate language version. 3. Follow the instructions on the screen to save the file to your hard disk. If you are using Safari, the downloaded file is saved to the desktop unless you specified a different location in the Preferences dialog box. To check your preferences, on the Safari menu, select Preferences, and then select General. 4. Double-click the Entourage 2008, Web Services Edition Update to open it. 5. In the Entourage 2008, Web Services Edition Update window, follow the instructions on the screen to start the installation process. 6. During the installation process, your Entourage 2008 identity is not imported or upgraded automatically for use with Entourage 2008, Web Services Edition. 7. When you first launch the new version of Entourage, you will have the option to import your existing Entourage 2008 identity. You must import from the existing identity. Configuration Configure Exchange account in Entourage Web Services. If you are managing your own DNS we would strongly recommend you to create an Autodiscover record before you proceed with the Entourage Web Services setup. With the Autodiscover record, Entourage can determine your Exchange account setting automatically. Please follow instructions below to configure Exchange account in Entourage Web Services. 1. Open Entourage and navigate to Entourage > Account Settings menu.

5 2. Select New > choose Exchange. 3. In the new window, type the primary address for your Exchange account and select the right arrow. 4. Entourage will attempt to determine settings for the new Exchange account automatically. Below are the Entourage setup instructions. If you do not have an Autodiscover record setup, please skip to the section entitled if no autodiscover record exists for the domain. o If an Autodiscover record is configured for the domain name, Entourage will determine settings automatically. You will get a prompt such as the one below. Check the

6 box "Always use my response for this server" and select the Allow button. Enter the following information in the new window (Use one of the following options): A. Exchange domain: EXCH022 Account ID: Type your mailbox username. (This can be found by navigating to "MS Exchange Server > Mailboxes," selecting the required mailbox and then the Advanced tab. The Entourage Account ID is the "User Name" listed after "Domain\".) Password: Password associated with the mailbox. -OR- B. Exchange domain: Leave blank. Account ID: Type your full address.

7 Password: Password associated with the mailbox. Entourage should confirm that the settings were successfully verified. Select the right arrow on the confirmation screen. o If no Autodiscover record exists for the domain, Entourage will show a screen such as the one below. Select the right arrow to specify missing settings. o Exchange Server URL: West Site: East Site: o LDAP Server URL: ldap.exch022.serverdata.net o Select the right arrow to proceed.

8 Enter the following information in the new window (Use one of the following options): A. Exchange domain: EXCH022 Account ID: Type your mailbox username. (This can be found by navigating to "MS Exchange Server > Mailboxes," selecting the required mailbox and then the Advanced tab. The Entourage Account ID is the "User Name" listed after "Domain\".) Password: Password associated with the mailbox. LDAP server: ldap.exch022.serverdata.net

9 -OR- B. Exchange domain: Leave blank. Account ID: Type your full address. Password: Password associated with the mailbox. LDAP server: ldap.exch022.serverdata.net 5. Verify your Exchange account settings. Select the Verify My Settings button as a next step. Wait for verification to complete and select the right arrow. 6. Give your account a descriptive name. 7. Under the Entourage menu, select Preferences and then Compose. Ensure that 'Automatically check names when sending messages' is enabled. Note: This checkbox is unchecked by default.

10 Troubleshooting: First of all, please ensure that your Mac meets the system requirements listed above. Error This means you have not installed the Web Services Edition update. See step 3 above. Web Services Edition Update Install Error - You may get an error message below during the installation even if all updates are installed. You cannot install Entourage 2008, Web Services Edition Update on this volume. A version of the software required to install this update was not found on this volume. The steps below proved to resolve the issue: 1. Completely remove Microsoft Office from Mac. Open /%username%/applications/microsoft Office 2008/Additional Tools/Remove Office/, and then double-click Remove Office. Follow the instructions to remove Office. Once complete, on the Finder menu, select Empty Trash. 2. Reboot the Mac. 3. Reinstall from the DVD the RTM Office for Mac (without any updates). 4. Run updates for Microsoft Office. 5. Install Microsoft Office Service Pack Reboot the Mac. 7. Run updates for Microsoft Office Service Pack Install Microsoft Office Service Pack Reboot Mac. 10. Run updates for Microsoft Office Service Pack Install minor update (12.2.1) (see above). 12. Run Entourage Web Services edition installation file again.