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Set up Outlook 2003 for Tech Exchange Server

IT Help Central - Set up Outlook 2003 for Tech Exchange Server

Step 1: After Outlook 2003 is installed, there will be a Mail icon in the Windows Control Panel.  To set up Outlook 2003 to access your TechMail, open the Mail icon in Control Panel.  Any profiles created can be seen here.

Create a Profile

Step 2: In the "Mail" window, click the "Add" button to start creation of a new profile. This action will open the "New Profile" window, where the desired name of the profile is entered.

Step 3: After the name of the profile has been entered and accepted by clicking the "OK" button, the "E-mail Accounts" windows opens. In order to create a profile for an existing e-mail account (Exchange, POP, HTTP, IMAP), select "Add a new e-mail account."  Note that once the Outlook/MAPI profile is created, it can be changed by selecting "View or change existing e-mail accounts".

Step 4: When the "Next >" button is clicked, the list of server types appears. Note that there are a number of server types supported. In order to connect to an Exchange server, select "Microsoft Exchange Server" from the choices presented. Initially, there are no server types selected, so a selection of server type must be made at this point.

Step 5: After "Microsoft Exchange Server" is selected from the list of server types, the "E-mail Accounts" window opens to accept Exchange server and mailbox specification.

Step 6: Enter the name of the Exchange server and your mailbox name.  If you do not know the name of your Exchange server, click here for directions for determining it.  Usually, the mailbox name has the format of "Lastname, Firstname".  For Cached Exchange Mode, select the checkbox.  For Non-Cached Mode, deselect the checkbox.

Step 7: After the server name and mailbox name have been entered, check the information by clicking the "Check Name" button. If the account information has been entered correctly, then verification of the account will occur and then the entries will both be underlined with the server name highlighted.

Note:  If Outlook is unable to automatically authenticate you with the server, you will be prompted for your username and password.  If Outlook does not prompt you for a Domain Name, you should enter your username in the " ttu\eRaider " format and then enter your password.  If Outlook does prompt for a Domain Name, simply enter your eRaider username, password and use "TTU" as the Domain Name.


Authentication window example with Domain Name.

Authentication window example without Domain Name.

 

Step 8: For additional settings associated with the Exchange server, click on the "More Settings" button. This will open the "Microsoft Exchange Server" windows. In the "General" tab, the label referring to the Exchange server account can be changed and connection states can be specified.

Step 9: The "Advanced" tab allows opening of other mailboxes to which one may have access.

Offline Services

Step 10: If "Offline" services are desired, click the "Offline Folder File Settings" button to specify Offline folder location and settings.

Step 11: When the "Offline Folder File Settings" button is clicked, the "Offline Folder File Settings" window appears so that its location can be specified (by clicking the "Browse" button) and its encryption level can be chosen.

Step 12: When the "OK" button is clicked, a prompt will ask your permission to create the offline folder (*.ost).

Step 13: After the offline folder is created, the "Microsoft Exchange Server" window remains open. To close this window, click the "OK" button. Then the "E-mail Accounts" window remains. Complete the profile setup, by clicking the "Next >" button. Completion of the Outlook/MAPI profile setup concludes by clicking the "Finish" button in the resulting window.

Step 14: Click "Finish" to complete setup of Outlook/MAPI profile.

Step 15: After the setup process has been completed, the Mail Window of Figure 1 now lists the newly created profile "My New Profile". If there is more than one profile created, the profile selection method (Prompt, Always) can be set here. If "Prompt for a profile" is selected, a prompt will appear to select which Outlook/MAPI profile will be opened. If "Always use this profile" is selected, the profile listed will be opened automatically when Outlook starts.

Step 16: If personal folders are not to be installed, then click "OK" to close the windows. Otherwise, this window is used to install personal folder files in the profile.

Personal Folder Setup

Step 17: In order to add a personal folder to an existing Outlook/MAPI profile, click the "Properties" button in the Mail window. This will open a window labeled Mail Setup - <the name of your newly installed profile>.

Step 18: Mail Setup window appears when "Properties" button is selected in the "Mail" window.

Step 19: Select the "Data Files" button to open the window labeled Outlook Data Files - <the name of your newly installed profile>.

Step 20: The process of adding a personal file folder is started by clicking the "Add" button. A list of data file storage types will appear.

Step 21: There are two types of Data Files available in Outlook 2003. For the best performance and security, choose "Office Outlook Personal Files Folder (.pst)".  Now click "OK"

Step 22: After clicking on "OK" in the previous step, a prompt for the file location appears.

Step 23: If the personal folder file (.pst) already exists, browse to its location to install it as a personal folder. If a personal folder does not exist, browse to the desired saving location and then click the "OK" button. The following prompt appears giving the option of renaming the Personal folder or selecting/changing a password for the personal folder.

Step 24: Once entry of the personal folder information is complete, click the "OK" button to finish the installation of the personal folder. The resulting personal file will be listed in the "Outlook Data files" window along with the name of the current Outlook/MAPI profile.

Step 25: Close this window by clicking "Close" and close the Mail Setup opened earlier. Outlook is now ready to be used. To start Outlook, click on the Outlook icon on the desktop or select Microsoft Outlook from the start menu. The following prompt starting the login process. (Note that if Password Authentication can be used to automatically log into the Exchange server, the prompt will not appear and Outlook will start automatically).

Note:  If your computer is setup to work on a domain,  you will be prompted to enter the Domain Name.  You should enter " TTU " in this field.

If your computer is not setup on a domain or you do not have a Domain Name field, you should enter your username in the following fashion:  " ttu\eRaider "

Step 26: For TechMail installations of Outlook, use your eRaider username and password.

Once the authentication process is successful, Microsoft Outlook is ready to use..

For information about configuring Junk E-Mail Filters in Outlook 2003, please click here.