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Configure Outlook 2013 For Exchange 2010

Summary

    Configure Outlook 2013 manually for automatically for Exchange 2010 to sync email, contact, and calendar data.

Prerequisites

    Active Unlimited Exchange email service (see: Add Hosted Services), and a locally installed copy of Outlook 2013. Outlook 2013 is available for free on a per account basis, and can be obtained by following the instructions outlined in the Download Outlook support article, or submitting a new support request for help.

    It is important to note that the professional version of Outlook 20130 is intended to be installed with Office Professional 2013. When installed in a desktop environment that contains a previous version, or different version type of Office some features will be disabled. Installed in conjunction with Office 2010, themes, templates, and auto correct won't be available, with a different version type of Office 2013 (for example Student), themes and templates won't work.


 

 

    Follow these initial steps to setup and create a new Outlook profile, once that is done select the appropriate section to finish the setup of Outlook 2013. Automatic setup will only work with a properly configured Autodiscover record. Please reference the autodiscover support article, and test functionality of the record by pinging "autodiscover.mydomain.com".

 

1. First please verify that Outlook is not open or running (exit it now). Once this is confirmed, on a local computer navigate to the mail icon in the control panel. Click the Start/Windows Icon button, then click Control Panel, and finally double click the Mail icon.

If the Mail icon doesn't appear follow these steps:

In Windows XP, select Classic View on the left side of the control panel, then locate the mail icon.


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In Vista or Windows 7, on the top right of the screen switch the view to either Large Icons, or Small Icons.


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2. A window will appear listing three buttons, E-mail Accounts..., Data Files..., Show Profiles..., click the Show Profiles button.


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3. Active mail profiles will now be displayed. It is necessary to create a new Outlook profile for proper setup. Click the Add... button.


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4. Pick a name for the new profile that will distinguish it from other Outlook profiles. The name is ultimately ambiguous, and will have no effect on the setup of an exchange account. After selecting the name click Ok.  Now either proceed to the automatic or manual setup sections based on whether the domain in question has an autodiscover record.  If in doubt as to which settings to use, proceed to the manual setup instructions.

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Now proceed to either the manual or automatic setup instructions.  If  an Autodiscover record in place the automatic setup instructions may be used (check with the account admin), otherwise use the manual instructions.  When in doubt, use the manual setup instructions.

 

Outlook 2013 Automatic Setup Instructions

 

5.After the profile name is entered the Auto Account Setup screen will appear. Fill in the following information:

  1. Your Name: The user's name as it will appear in emails arriving in other's inboxes.
  2. E-mail Address: The primary email address of the user.
  3. Password: The password associated with the user account.

Click Next> to begin setup.


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6.Setup will begin to seek out and pull down email configuration settings.


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7. After a few moments a window will prompt for user credentials will appear. Enter the following:

  1. Email Address: The primary email address
  2. Password: The password associated with the account.

Once correct, click OK to continue.


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8.The setup process will finish pulling down configuration information, and then display the below image. If for whatever reason, configuration fails after step 7, check the username by accessing webmail (http://webmail.myhostedservice.com), and again verifying a correct Autodiscover record. Should the setup still continue to fail attempt a manual setup before notifying our support desk by submitting a new support request.


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Outlook 2013 Manual Setup Instructions


5. After the profile name is entered the Auto Account Setup screen will appear. Click the radio button option at the bottom entitled Manually configure server settings or additional server types.


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6. Now select the service type, select the radio button for, Microsoft Exchange Server or compatible service.


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7. The first page of the exchange server configuration will now be presented, enter the following in the two fields:

Server: exchange.myhostedservice.com
User Name: Enter the same email used in webmail.
Use Cached Exchange Mode: checked
Mail to keep offline: This determines how much cached mail resides locally on the host computer, scale from no mail, to all mail.

Now click More Settings, but DO NOT click Next or Check Name.

Note: Outlook may show another dialogue box that is telling you the user name cannot be found. You can click OK or Cancel to this. The goal is to get to the dialogue box in Step 8, where you can configure the connection settings.

 


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8. Click the Connection tab on the top of the window, and then click the check box next to Connect to Microsoft Exchange using HTTP, and then the Exchange Proxy Settings... button.


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9. The Exchange proxy settings window will now be displayed. It is imperative the settings are entered accurately. Incorrect settings will prevent Outlook from connecting, double and triple check the settings before finishing.

Use this URL to connect to my proxy server for Exchange:
ex2010.myhostedservice.com
Connect Using SSL only
This box is checked.
Only connect to proxy servers that have this principal name in their certificate:
msstd:ex2010.myhostedservice.com
On fast networks, connect using HTTP first, then connect using TCP/IP:
This box is checked.
On slow networks, connect using HTTP first, then connect using TCP/IP:
This box is checked.
Proxy authentication settings:
Select Basic Authentication. 
Once the settings have been entered accurately click OK.

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10. Click Apply, then Okay, then click Next. When the Next button is clicked a window will appear asking for the Username, and Password. Enter the full user email address and the associated password. The prompt may appear a few times, but after three prompts the server field, and username field should both be underlined.


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11. The following screen should now be displayed, this indicates the account setup was successful. Outlook may now be opened. Please note that the time required for Outlook to download the mailbox is inherent upon both the connection speed, and the size of the user mailbox.


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What Is Next?

Autodiscover For Exchange 2010

Download Offline Address Book

How To Add A Delegate

Open An Additional Mailbox in Outlook & Outlook Web Access

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