Outlook 2010 Setup Guide (SmarshMail) · PDF fileIt is not necessary to create a new Outlook profile to use with this account. However, if you have an existing ... Outlook 2010 Setup

Outlook 2010 Setup Guide (SmarshMail)

Versions Addressed: Microsoft Office Outlook 2010

Document Updated: 8/2/2012

Copyright © 2012 Smarsh, Inc. All rights reserved.

Purpose: This document will assist the end user in configuring Outlook 2010 for accounts using the SmarshMail server environment. Outlook and Exchange are registered trademarks of Microsoft Corporation. Other product names are trademarks or registered trademarks of their respective owners.

Outlook 2010 Setup Guide (SmarshMail) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Page 2 of 13 This document is intended only for Smarsh customers, and may not be

redistributed to third parties. Copyright © 2012 Smarsh, Inc. All rights reserved.

Table of Contents

Getting Started 3

Exit Outlook 3 Open the Mail Control Panel Item 3 Edit Existing Profile 4

Account Setup with Autodiscover 6

Finish Account Setup 8

Manual Account Setup 9

Enter Back-End Server Information 9 Enter Proxy Server Information 10

Creating a New Profile 13




To set up Microsoft Outlook 2010 to access your email account, follow these instructions. You will need to know the following information before you get started:

Your email address

Your email password

Getting Started

It is not necessary to create a new Outlook profile to use with this account. However, if you have an existing account set up that you will no longer be using at all, or you’d simply like a fresh start, creating a new profile is easy to do.

Whether you decide to create a new profile or not, follow these steps.

Exit Outlook

Begin by closing all Outlook windows (including email messages) and exiting out of Outlook. Outlook cannot be running during the setup process.

Open the Mail Control Panel Item

Click on the Start button and open the Control Panel. If you haven’t already done so, switch to Classic View or view by icons, depending on your version of Windows:

Windows XP Windows Vista Windows 7

Look for an icon that says “Mail” (or “Mail (32-bit)” on 64-bit versions of Windows 7).

If you don’t see it, look for an icon labeled “View 32-bit Control Panel Items” (you’ll see this on 64-bit versions of Windows Vista), and open that.




Open the Mail icon, then click Show Profiles:

Edit Existing Profile

If you would like to create a new profile, skip to the section titled “Creating a New Profile” on page 13. Otherwise, select your existing profile (if you have more than one) and click Properties.




Click the “E-mail Accounts…” button.

To add your new email account, click the “New…” button.




Account Setup with Autodiscover

Hopefully, your account is set up for automatic configuration. Simply enter your name, your email address, and your email password, then click Next.

A message should pop up asking if you’d like to allow a website to configure your server settings. Check the box labeled “Don’t ask me about this website again”, and click Allow.




You may be asked to enter your password again. Make sure your email address is entered correctly, type your password, and check the “Remember my credentials” box. Click OK.

If automatic configuration is successful, you should get a confirmation screen that looks like this:

If this works, click Finish and continue to the next page. Or, if automatic setup doesn’t work for some reason, don’t worry! Jump down to “Manual Account Setup” on page 9.




Finish Account Setup

If you are adding your new account to an existing profile, you may receive this message. Just click OK.

Click Close, then Close again.

Click OK, and close out of the Control Panel. You are now ready to open Outlook.




Manual Account Setup

If the automatic setup doesn’t work for you, check the box at the bottom labeled “Manually configure server settings” and click Next. Then select “Microsoft Exchange” and click Next.

Enter Back-End Server Information

Enter “pit-array-01.smarshmail.com” as the Microsoft Exchange server name, and make sure “Use Cached Exchange Mode” is checked. Enter your email address as the User Name, then click the “More Settings…” button.




Enter Proxy Server Information

Click the Connection tab, then check the box labeled “Connect to Microsoft Exchange using HTTP” and click the “Exchange Proxy Settings…” button.

Enter “outlook.smarshmail.com” in the first box and “msstd:outlook.smarshmail.com” in the second box . Check all boxes as shown below and set authentication to “Basic Authentication” then Click OK.




Click OK again. If necessary, retype your email address in the “User Name” field, then click the Check Name button.

You should now be asked to authenticate. Enter your password, and check the “Remember my credentials” box. Click OK.




If everything worked correctly, your email address should be replaced by your name, with an underline. Don’t worry if the Microsoft Exchange Server changes to something different than what you typed in; as long as your name is underlined, that’s OK. Click Next, then click Finish.

Now, go back to the section on page 8 titled “Finish Account Setup.”




Creating a New Profile

To create a new profile, click “Add…” button and enter a name for the new profile. You can name the new profile anything you like, but you may want to call it “Smarsh” or “SmarshMail” or the name of your company.

You will now be prompted to add your new email account. Follow the instructions for “Account Setup with Autodiscover” beginning on page 6.

When you have created the new profile, make sure your new profile is selected, or if you’d like to switch between different profiles, select “Prompt for a profile to be used.”

Click OK, and close out of the Control Panel. You are now ready to open Outlook.

Documents

Outlook 2010 Setup Guide (SmarshMail) · PDF fileIt is not necessary to create a new Outlook profile to use with this account. However, if you have an existing ... Outlook 2010 Setup