MailStreet Exchange Outlook2010 Setup Rev03 Autodiscovery Setup of Outlook 2007/2010 (Exchange) Outlook

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  • Document Revision: July, 2010

    Setup Guide

    Outlook 2007 / Outlook 2010 – Software Download & Hosted Exchange Configuration

    MailStreet Customer Support: 866-461-0851

  • Exchange Setup – Outlook 2007/2010 / Table of Contents | Page 2 of 22

    MailStreet Live Support: 866-461-0851 Email Support: ClientSupport@MailStreet.com

    Table of Contents  QUICK REFERENCE GUIDE – SETUP OF OUTLOOK 2007 / 2010 ......................................................................... 3 

    DOWNLOAD AND INSTALL OUTLOOK 2007 OR OUTLOOK 2010 SOFTWARE ...................................................................... 3  UTILIZE THE OCT (OUTLOOK CONFIGURATION TOOL) TO CONFIGURE YOUR OUTLOOK PROFILE ...................................... 3  USE OUTLOOK’S AUTOCONFIGURE SETUP OPTION. ........................................................................................................ 3  MANUAL OUTLOOK PROFILE CONFIGURATION (EXCHANGE) ............................................................................................ 3 

    DOWNLOAD OUTLOOK 2007/2010 SOFTWARE...................................................................................................... 4  OCT AUTOMATED PROFILE CONFIGURATION ...................................................................................................... 6  AUTODISCOVERY SETUP OF OUTLOOK 2007/2010 (EXCHANGE) ...................................................................... 9  MANUAL CONFIGURATION SETUP OF OUTLOOK2007/2010 (EXCHANGE) ...................................................... 11  POP/IMAP SETUP IN OUTLOOK 2007/OUTLOOK 2010 ........................................................................................ 16  IMAP SETTINGS ........................................................................................................................................................ 21  TROUBLESHOOTING OUTLOOK 2007/2010 PROFILE SETUP ............................................................................ 22 

  • Exchange Setup – Outlook 2007/2010 / Quick Reference Guide | Page 3 of 22

    MailStreet Live Support: 866-461-0851 Email Support: ClientSupport@MailStreet.com

    Quick Reference Guide – Setup of Outlook 2007 / 2010

    NOTE: This section provides a quick overview of the settings needed to access Outlook client software and configure Outlook to connect to your MailStreet hosted Exchange mailbox. Detailed instruction can be found in the sections that follow. Click the title of any of the Quick Reference sections below to access the detailed instruction.

    Download and install Outlook 2007 or Outlook 2010 software

    1. Open a browser and access the URL: https://oct.collaborationhost.net 2. Enter your Exchange login credentials and press [Go]. 3. Select the desired version of Outlook to begin the download of the executible file containing the software

    installation. Note the location of the download (Typically the “Downloads” folder by default) 4. Double-click the Outlook2007.exe or the Outlook2010.exe file to begin the ZIP self-extraction process.

    The installation begins automatically. Follow the installation wizard.

    Utilize the OCT (Outlook Configuration Tool) to configure your Outlook Profile

    1. Open a browser and access the URL: https://oct.collaborationhost.net 2. Enter your Exchange login credentials and press [Go]. 3. In the Outlook Configuration window section press the [Start] button. 4. Follow the OCT configuration wizard.

    Use Outlook’s Autoconfigure setup option.

    1. From your PC: Start | Control Panel | Mail | [Show Profiles….] | [Add…] | Enter a name for the Profile. 2. When prompted enter your mailbox display name (Your Name); Email Address and Email Password. 3. Click [Next>] | Click [Finish] | Enter your login credentials when prompted

    NOTE: Your domain’s CNAME autodiscover record must be properly setup in order to take advantage of Outlook’s autoconfiguration option.

    MailStreet Autodiscover CName: autodiscover.collaborationhost.net

    Manual Outlook Profile configuration (Exchange)

    1. From your PC: Start | Control Panel | Mail | [Show Profiles….] | [Add…] | Enter a name for the Profile. 2. Check Manually configure server settings or additional server types checkbox | Microsoft Exchange. 3. Microsoft Exchange Server: ausp01vmbx01.collaborationhost.net

    • Check: Use Cashed Exchange Mode • User Name: yourlogin (Ex: first.lastname@yourdomain.com)

    4. Proxy Server for Exchange: outlook.collaborationhost.net • Check: Only connect…..certificate: msstd:outlook.collaborationhost.net • Check: On slow connections….using TCP/IP • Check: On fast connections… using TCP/IP

    https://oct.collaborationhost.net

  • Exchange Setup – Outlook 2007/2010 / Download Outlook Software | Page 4 of 22

    MailStreet Live Support: 866-461-0851 Email Support: ClientSupport@MailStreet.com

    Download Outlook 2007/2010 Software If you have your own Outlook 2007, or Outlook 2010, software as part of Microsoft’s Office Suite it is recommended that you utilize your own version of the software. However, if you do not have access to the Outlook software you can obtain either Outlook 2007, or Outlook 2010 free of charge from our website. To download and install either Outlook 2007 or Outlook 2010 software do the following:

    1. Open a browser and access the URL: https://oct.collaborationhost.net

    2. In the Login to OCT window enter your Exchange login credentials and press the [Go] button.

    3. A second window is displayed. Click the [Download] button for your choice of Outlook 2010, or Outlook

    2007. • For Outlook 2007 indicate the number of copies to activate the [Download] button.

  • Exchange Setup – Outlook 2007/2010 / Download Outlook Software | Page 5 of 22

    MailStreet Live Support: 866-461-0851 Email Support: ClientSupport@MailStreet.com

    4. Depending upon your browser, various warning dialogs may be displayed. Accept the download of the executable Outlook.exe file and note the location of the download.

    • Typically on a Windows PC the default download location is the Download folder.

    5. Doubleclick on the Outlook2007.exe or Outlook2010.exe file to begin the auto-extraction and installation process. Follow the installation wizard to install the software.

    6. Some warning dialogs and software extraction dialogs will be displayed as part of the installation process.

    IMPORTANT: It is important that you DO NOT install two different versions of Outlook on your PC as this will cause a conflict when using the Outlook Software.

    7. Accept the License Agreement and allow the software to UPGRADE if you have an older version of

    Outlook on your PC. The installation process can take from several minutes to more than an hour depending upon the speed of your PC.

  • Exchange Setup – Outlook 2007/2010 / OCT Automated Profile Configuration | Page 6 of 22

    MailStreet Live Support: 866-461-0851 Email Support: ClientSupport@MailStreet.com

    OCT Automated Profile Configuration The OCT (Outlook Configuration Tool) is a service provided by MailStreet to help automate the setup of your Outlook Profile to your MailStreet-hosted Exchange mailbox. You can run the OCT in order to automatically configure the intial, or default, Exchange Profile. If you wish to create multiple Profiles within Outlook, or add additional email accounts to an existing Profile, you will need to utilize the manual configuration settings to modify your Outlook Profiles beyound the initial/default Profile created by using the OCT configuration method. To utlize the OCT configuration to create an initial/default Outlook Exchange Profile, do the following:

    1. Open a browser and access the URL: https://oct.collaborationhost.net

    2. In the Login to OCT window enter your Exchange login credentials and press the [Go] button.

    3. A second window is displayed. In the topmost section of this window, titled Outlook Configuration, click

    the [Start] button to begin running the OCT configuration wizard.

  • Exchange Setup – Outlook 2007/2010 / OCT Automated Profile Configuration | Page 7 of 22

    MailStreet Live Support: 866-461-0851 Email Support: ClientSupport@MailStreet.com

    4. Click the [OK] button to create a new profile.

    5. Select the MAPI radio button option to create an Exchange Outlook Profile and press [Continue].

    6. Select [Yes] for Cached Exchange mode.

    7. Enter your Exchange login credentials, typically your email address and password, and press [OK].

    8. Enter the name of the Profile you are creating. This Profile represents your MailStreet Exchange account. a. This can be any name of your choosing. In this example the profile name is MailStreet Exchange.

  • Exchange Setup – Outlook 2007/2010 / OCT Automated Profile Configuration | Page 8 of 22

    MailStreet Live Support: 866-461-0851 Email Support: ClientSupport@MailStreet.com

    9. The login screen is displayed. Enter your User name and password. Typically the User name is the same as your email address, but this may vary depending upon how your Admin created your mailbox. Click [OK].

    10. The Outlook Profile is successfully connected and Outlook opens to show your def