Outlook Email Setup Instructions for Connectivity to Exchange
Purpose and Scope:
This document provides instructions for Outlook 2003 SP3+ and Outlook 2007 configuration to connect
users to IAG’s hosted Exchange Server(s). These instructions include steps to setup connectivity named
“RPC over HTTP” Exchange connectivity in Outlook 2003 and named “Outlook Anywhere” Exchange
connectivity for Outlook 2007 and above.
Outlook 2007 Steps……………………………………………………………………. Page 1
Outlook 2003 Steps……………………………………………………………………. Page 4
Instructions:
Outlook 2007 Steps
1. Ensure that Outlook and any applications that use Outlook are closed.
2. Open the Control Panel by clicking Start > Control Panel or Start > Settings > Control Panel
3. In Control Panel, double click the Mail icon
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4. The “Mail Setup – Outlook” window opens. Click Show Profiles
5. The Mail window Appears. Click Add…
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6. The New Profile window appears. Under Profile Name: type either your email address [ie:
youremailaddress@YOUR-DOMAIN-NAME.com] and click OK.
7. The Add New E-mail Account wizard window appears.
8. Select the ‘Manually Configure server settings or additional server types’ check box. Click Next.
9. Select the ‘Microsoft Exchange’ option and click Next
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10.
Proceed to step 9 in the Outlook 2003 instructions
Outlook 2003 Steps
1. Ensure that Outlook and any applications that use Outlook are closed.
2. Open the Control Panel by clicking Start > Control Panel or Start > Settings > Control Panel (may
have to switch to classic view)
3. In Control Panel, double click the Mail icon
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4. Click on ‘Show Profiles…’
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5. In the ‘Mail’ window click ‘Add…’
6. The New Profile window appears. Type your email address (e.g. youremailaddress@YOURDOMAIN-NAME-HERE.com ) under Profile Name. Choose OK.
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7. Choose ‘Add a new e-mail account’ and press ‘Next >’
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8. Choose ‘Microsoft Exchange Server’ and ‘Next >’
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9. In Microsoft Exchange Server: enter ‘kahless.infoadvisory.com’.
Keep the checkmark next to Use Cached Exchange Mode.
Enter your username which is firstName.lastName.
Do not press ‘Check Name’ button.
Press ‘More Settings’.
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10. If you do not get the following warning continue to 11.
If you receive the following message press ‘OK’
Then the following box will appear, choose ‘Cancel’.
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11. Click on the ‘Connection’ Tab
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12. Checkmark ‘Connect to my Exchange mailbox using HTTP’ and Press ‘Exchange Proxy
Settings…’
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13. Under the ‘Connection settings’ :
- Enter ‘mail.infoadvisory.com’ under ‘Use this URL to connect to my proxy
server for Exchange:’
- Un-Checkmark ‘Mutually authenticate the session when connecting with
SSL….”
- Checkmark ‘On fast networks, connect using HTTP first, then connect using
TCP/IP’
- Under ‘Proxy authentication settings’ change drop down list to ‘Basic
Authentication’ (NOTE: ‘Connect using SSL only’ will grey out.)
- Click ‘OK’
14. Choose ‘OK’ again, ‘Next’ and ‘Finish’.
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15. In the ‘Mail’window change ‘Always use this profile to the new
youremailaddress@YOUR-DOMAIN-NAME-HERE.com address. Choose OK.
16. Open Outlook
17. You should be prompted with a “Connect to mail.infoadvisory.com” logon box. Enter
your domain username and password. NOTE: “infoadvisory\” must precede your
username. See image below:
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18. Click OK. Outlook will open. If there is existing email in the mailbox, Outlook will begin
downloading a cached copy of all email to the local computer. This download could take a while
depending on the amount of email and size of the mailbox. Please be patient.
19. Allow the cache copy download to complete and use Outlook 2003 normally.
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