Synopsis:
Configuration settings for Exchange e-mail for Microsoft Outlook 2007

Solution:
For general information about supported e-mail clients at Princeton University, please see Configuration settings for Princeton recommended e-mail applications. There you will find a complete list of OIT-supported e-mail programs. To determine if you have an IMAP or an Exchange e-mail account, please call the OIT Help Desk. These instructions are for Exchange. Note that all students have IMAP e-mail.

• How to set/verify your Exchange E-mail delivery location
• How to configure address book lookup for Princeton

Office 2007 Upgrade/Migration from Office 2003
If you are upgrading from Outlook 2003 to Office 2007, the software will automatically import your e-mail settings. If your e-mail program does not perform successfully, use the instructions below to check your settings.

Configure Exchange e-mail account settings
The following instructions are for clean installs, new purchases, or University configurations of Outlook 2007 for Exchange enabled users. Note that the windows shown below may appear differently as Windows XP and Windows Vista are slightly different, and Exchange is configured using the operating system Control Panel. The images below are pulled from the Vista operating system. In general, if you are installing Outlook 2007 on Windows XP, it is hoped that the migration process mentioned above will suffice. Office 2007 will not run on Windows 2000.

Close your Outlook program if it is open. You cannot configure Outlook for Exchange unless the application is closed. If you are setting up Outlook 2007 for Exchange from home, first establish a VPN connection.

1. From the Start menu, select Control Panel.

2. In Windows Vista, select User Accounts and then Mail. (In Windows XP, select Mail.) Click Add to create a new e-mail account. If you have already created an account and need to change/confirm your settings, click E-mail accounts... and proceed to Step 7 below.

3. In the New Profile window, label your account as you wish. Princeton E-mail is one suggestion. Click OK.

4. If you are then asked to Choose E-mail Service, select the Microsoft Exchange, POP3, IMAP, or HTTP radio button and then click Next. If not, proceed to Step 5.

5. In the Auto Account Setup window, do not fill in the fields. Click the box to Manually configure server settings or additional server types. Don't worry if there is already information in the grayed out fields; you will be altering this information manually. Click Next.

6. If you are asked to Choose an E-mail Service, select the Microsoft Exchange radio button. Click Next. If you do not see this window, proceed to Step 7. If you receive an error message that you already have a Microsoft Exchange account set up, proceed to How to set/verify your Exchange E-mail delivery location.

7. In the Microsoft Exchange Settings window, enter the following:

• In the Microsoft Exchange Server field, type: excluster
• Check the box Use Cached Exchange Mode.
• Fill in your NetID in the User Name field.

8. Click the Check Name button. If you are connected to the network, your name should appear in the User Name field, or select it from the list shown.

9. Click the More Settings button

10. On the General tab, fill in Princeton Exchange for the account name

11. Select the Advanced tab and verify that the Use Cached Exchange Mode box is checked.

12. Select the Security tab and verify that Logon network security is set to Negotiate Authentication.

13. Select the Connection tab and verify that Connect using my Local Area Network (LAN) is enabled

14. Click OK, Next, Finish, and OK to close the Mail Control Panel.

You can now open Microsoft Outlook 2007 to send and receive mail. If there are any errors and you cannot connect, proceed with the following verification instructions.

How to verify/set your Exchange E-mail Delivery Location

• From the Start menu, select Control Panel.
• In Windows Vista, select User Accounts and then Mail. (In Windows XP, select Mail.)
• Select E-mail Accounts.
• Verify that Selected e-mail account delivers new e-mail messages to Mailbox – AccountName\Inbox
• If this is incorrect, double-click on your account and follow the above directions beginning at Step 7.

Address Book Setup

• Close Microsoft Outlook. The Address Book is configured from the Mail Control Panel.
• From the Start menu, select Control Panel.
• In Windows Vista, select User Accounts and then Mail. (In Windows XP, select Mail.)
• Click E-mail accounts...
• Click the Address Books tab to verify that the Outlook Address Book is listed
• If the Outlook Address Book is not listed, click New. Select Additional Address Books. Click Next. Select Outlook Address Book. Click Next and Finish.
• Click Close to close the Accounts Settings window
• Close the Mail Control Panel.
• Launch Outlook
• Click Folder List icon at the bottom of the Navigation Pane
• Select the Contacts folder in the Exchange mailbox.
• From the File menu, expand the Folder sub-menu and select Properties for “Contacts.”
• Select the Outlook Address Book tab and verify that the box for Show this folder as an e-mail Address Book is enabled. Click OK.
• If Personal Folders exists, select the Contacts folder.
• From the File menu, expand the Folder sub-menu and select Properties for “Contacts.”
• Select the Outlook Address Book tab and uncheck the box for Show this folder as an e-mail Address Book. Click OK.
• From the Tools menu, select Address Book.
• In the new Address Book window that appears, click on the Tools menu and select Options.
• Verify that Global Address List is listed first When sending mail, check names using these address lists in the following order.
• Click OK and close the Address Book window.
• If you need help setting up Exchange, contact your Department's SCAD/DCS or call the OIT Help Desk at 8-HELP.