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Configuring: Setting up Outlook 2003 or 2007 to access an Exchange mailbox


Configuring Outlook 2003 or Outlook 2007 to access your Exchange mailbox is step 5 in the complete process of configuring an Exchange mailbox. Below is a summary of steps that must be completed before continuing:

Before you continue with the specific steps, please review the overall process:

  • You will run the Profile Generator program to create an additional profile in Outlook. This new profile will interact with your exchange mailbox, and will not in any way affect your current profile if you have one. If you make a mistake, it's easy to delete the whole profile and start over.
  • You will configure Outlook to either ask you which profile to open when you start it, or to always start in your exchange profile.
  • You will configure the Exchange profile to connect through either a VPN or RPC/HTTP.
  • You will set a username and password to log into your Exchange Outlook profile.
Create a new profile in Outlook to access your Exchange mailbox:
  1. Exit Microsoft Outlook, if it is open.

  2. Double-click on the Profile_Generator.exe file, and then select Open or Run. A WinZip Self-Extractor box opens.

  3. Click Setup. The Exchange Hosting Outlook Plugin Setup box displays. There are only two field to be completed. Email and Advanced Options.

  4. Enter your email. This is the name of your mailbox, displayed at the top of the Access Information page for your Exchange mailbox. It should be in the form To check the name of your mailbox and other pertinent information, log into MailCentral, and then click Access to the right of your Exchange mailbox.

  5. The Setup box displays with the Advanced Options selection that is most appropriate for your mail client. Please do not change this unless you are advised to do so by your administrator or support personnel.

  6. Click Next. The Exchange Hosting Outlook Plugin box displays.

  7. If MAPI or RPC/HTTP were selected, continue to the next step. If VPN was selected, follow the 5 steps below before moving to the next step:

    1. To set up a VPN connection, click Yes.
    2. In the Exchange Hosting VPN window, select the options for the connection availability and shortcut creation.
    3. Click OK. The Exchange Hosting VPN login window displays with your user name entered in the company.user format.
    4. If necessary, enter/correct your user name in the company.username format, and then click Connect.
    5. Click OK on the next two dialog boxes. A login window will display.

  8. Click OK. Connecting to (mailserver) box displays. Enter information in the following fields:

    • Username: enter your full email address for the exchange mailbox, in the form See step 4 above.

    • Password: enter the password you set for the exchange mailbox.

      Click OK. A Success window displays with a message to confirm that your Exchange settings have been configured.

  9. Click Finish. Outlook opens automatically with the Choose Profile box.

  10. Select the profile for your new mailbox, which will be in the following format: Exchange Hosting {your email address}.

  11. Click OK. A login prompt displays.

  12. Enter your email address (same as in steps 4 and 8 above) and password, and then click OK. The Connecting To Microsoft Exchange Server box displays.

  13. Click Retry. The system will connect to your Exchange mailbox, and you will then be ready to use Outlook.

Every time you start Outlook, you will be prompted to log in with your email address (username) and password.

Additional Outlook 2003 settings:

At this point you may wish to configure other Outlook 2003 settings.

  1. Configure Outlook to always open with your Exchange Hosting profile. This is convenient if you will use Outlook exclusively for your Exchange mailbox.

  2. Configure Outlook to prompt you for a profile to use on start up. This is convenient if you use Outlook for Exchange and other profiles that you may have had previously and wish to keep separate.

  3. Import Contacts, Calendar, and other account settings from a previous Outlook profile to your new Exchange account.

  4. Move your mail from a POP3/IMAP mailbox to Exchange.

Updated 02/14/16

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