Configuring Outlook 2013
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1 Configuring Outlook 2013 Contents 1. Configuring Outlook Add the new IMAP account to Outlook Change Start-up default Inbox IMAP Folders: Add/Change your signature Transfer from old POP3 account to new IMAP account Drag and Drop moving between accounts Move and create Sub Folders Create a new folder Remove old POP3 BTConnect account Configuring Outlook 2013 The following instructions show how to configure Outlook 2013 so that your complies with company policy. Microsoft Outlook 2013 should not be confused with Outlook Express, which has far fewer features than Outlook and differs in many other ways. Outlook 2013 is similar but not identical to previous versions of Outlook, so you may notice that some options are different if you are using a different version. For instance, Outlook 2007 is very similar, but has menus at the top of the screen rather than the new Ribbon Bar. The following server details are required for you to connect to send and receive . Setting Value Incoming mail server SSL encryption Yes SSL port 993 Outgoing mail server (SMTP) SSL encryption Yes SMTP port 465 secure. srvr.com secure. srvr.com 1 Configuring Outlook 2013
2 2. Add the new IMAP account to Outlook If you already have Outlook configured to receive , from within Outlook on the menu bar at the top of the screen click the File tab: Next click Account Settings Account Settings, followed by New in the Account Setting window that will now appear If you have a brand new installation when you open Outlook for the first time you will see this screen, click Next to continue. 2 Configuring Outlook 2013
3 A wizard will now start and its first screen looks like this: Click Next to continue Click Manually configure server settings or additional server types followed by Next. The following screen will appear: 3 Configuring Outlook 2013
4 Ensure POP or IMAP is selected and click Next. In the following screen, you must enter the details provided by the IT helpdesk. Enter your account details in the fields as shown below, ensuring that you choose IMAP from the Account Type drop down menu part way down this page. Tick the Remember password box near the bottom of the page. Once complete click on the More Settings button as shown below. NOTE: Your username is your FULL address, Outlook will auto-complete this field with the wrong information, you MUST change it! 4 Configuring Outlook 2013
5 A new window will appear as shown below; Click on the Outgoing Server tab and tick the box labelled My outgoing server (SMTP) requires authentication then ensure the radio button is selected for Use the same settings as my incoming mail server as shown; Next click on the Advanced tab to display the following menu. As shown below change the drop down menus for both Incoming and Outgoing servers to Use the following type of encrypted connection to SSL. Then change the Incoming server port number to be 993 and the Outgoing server port number to be 465 as shown; Click OK to save these changes and return to the main Account menu; 5 Configuring Outlook 2013
6 Click on Next to finish the setup and run a test send/receive. If all these steps have been followed correctly then Outlook should now send and receive from the new account, if not then please return to the start of these instructions and double check all your settings. If you receive the following pop-up message then you have entered the username, password or server settings as shown above incorrectly, click Cancel and double check the information entered. Once complete click Finish. You will now be back at the account page. 6 Configuring Outlook 2013
7 3. Change Start-up default Inbox Outlook will default at start up to the old inbox, to change this to the new inbox you have just setup click on File then Options. Select Advanced then from the Outlook start and exit click on Browse Scrolls down and expand the new account, select the new Inbox and click OK, OK to save and close the change 7 Configuring Outlook 2013
8 4. IMAP Folders: Folders should sync automatically with an IMAP account; however, if you have added folders in Webmail and they are not showing in Outlook, perform the following steps: Select Folder / IMAP Folders and Click the Query button. Select the newly added folder(s), click the Subscribe button and click the OK button. Restart Outlook to update the folder list. 8 Configuring Outlook 2013
9 5. Add/Change your signature. The following disclaimer is automatically added you the end of all you send; Please refer to our company disclaimer at which is deemed incorporated into this . If you still require a personalised signature on your you can do the following; Click the File tab, followed by Options : In the Outlook Options box, click Mail, on the left hand side: Clicking the Signatures button brings up the following screen: 9 Configuring Outlook 2013
10 Click New. The following box will pop up: Enter a name for the signature (e.g. EEL ) and click OK. Carefully enter your signature in the lower half of the screen in accordance with SPI 548 (section 4.3). Next to New messages and Replies/Forwards, select your signature: Click OK on this screen and then on the Outlook Options screen. You are now ready to send your confirmation message in accordance with SPI Configuring Outlook 2013
11 6. Transfer from old POP3 account to new IMAP account. There are now two accounts setup on your PC and each of them will have stored in them. Your old POP3 account from BT will not be receiving any new and is only an archive now, but you may have folders and that you wish to continue working on. To do this you can move between the two inboxes Drag and Drop moving between accounts Expand both your inboxes by clicking on the grey arrow as highlighted below. To move stored in your old inbox, if you select the s required by holding down the shift key and clicking on the top and bottom s so they are highlighted in blue as shown below; 11 Configuring Outlook 2013
12 Next drag and drop the selected s down to the inbox of the new account Move and create Sub Folders If you use subfolders you will need to drag and drop them down into your new IMAP account. Select the folder in your old POP3 account and drag it down and drop it into the new Inbox as shown 12 Configuring Outlook 2013
13 6.3. Create a new folder If you require any new folders you can add them simply by right clicking on the new IMAP inbox and selecting New Folder 13 Configuring Outlook 2013
14 Name your new folder and click OK The new folder will now show under the Inbox. 14 Configuring Outlook 2013
15 6.4. Remove old POP3 BTConnect account If you are seeing an error message pop up where it is asking for a password for pop.outlook.com then you will need to delete the old BT acocunt off your PC. This step should also be followed for newly migrated accounts to ensure this error message doen t occour. Click on Cancel to close this error message. Click on File and Account Settings 15 Configuring Outlook 2013
16 From the list of available accounts select the POP/SMTP account as shown and click on Remove Click yes to confirm the deletion 16 Configuring Outlook 2013
17 You will now be left with just one account. Click Close to finish There will still be two accounts in the left hand folder list, but the only one collecting any new will be the new one we created in the above steps. You can minimise the old folder to avoid confusion. 17 Configuring Outlook 2013
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