Configuring Outlook for the first time
You can install Outlook as a standalone product or as part of
Microsoft Office. Outlook can be used to connect to the following types
of email servers:
-
Microsoft Exchange
. Connects directly to Exchange Server, Exchange
Online, or both; best for users who are connected to the organization’s
network. Users will have full access to Exchange. If users plan to
connect to Exchange using Outlook Anywhere, this is the option to
choose as well. With Exchange, users can check mail on an email server
and access any private or public folders to which they have been
granted permissions. If you define a personal folder and specify that
new email messages should be delivered to it, messages can be delivered
to a personal folder on a user’s computer. -
POP3
. Connects to Exchange 2013 or another POP3 email
server through the Internet; best for users who are connecting from a
remote location, such as a home or a remote office, using dial-up or
broadband Internet access. With POP3, users can check mail on an email
server and download it to their inboxes. Users can’t, however,
synchronize mailbox folders or access private or public folders on the
server. By using advanced configuration settings, the user can elect to
download the mail and leave it on the server for future use. By leaving
the mail on the server, the user can check mail in Outlook Web App or
on a home computer and then still download it to an office computer
later. -
IMAP4
. Connects
to Exchange 2013 or another IMAP4 email server through the Internet;
best for users who are connecting from a remote location, such as a
home or a remote office, using dial-up or broadband Internet access.
It’s also well suited for users who have a single computer, such as a
laptop, that they use to check mail both at the office and away from
it. With IMAP4, users can check mail on an email server and synchronize
mailbox folders. Users can also download only message headers and then
access each message individually to download it. Unlike POP3, IMAP4 has
no option to leave mail on the server. IMAP4 also lets users access
public and private folders on an Exchange server. -
ActiveSync
. Connects to an Exchange ActiveSync compatible
service, such as Outlook.com, through the Internet; best as an
additional email configuration option. Users can have an external email
account with a web-based email service that they can check in addition
to corporate email. -
Additional server types
. Connects to a third-party mail server or other
services, such as Outlook Mobile Text Messaging. If your organization
has multiple types of mail servers, including Exchange Server, you’ll
probably want to configure a connection to Exchange Server first and
then add more email account configurations later.
To begin, log on to the computer as the user whose email you are
configuring or have the user log on. If the computer is part of a
domain, log on using the user’s domain account. If you are configuring
email for use with a direct Exchange 2013 or Exchange Online connection
rather than a POP3, IMAP4, or ActiveSync connection, ensure that the
user’s mailbox has been created. If the user’s mailbox has not been
created, auto-setup will fail, as will the rest of the account
configuration.
The first time you start Outlook, the application runs the Welcome
Wizard. You can use the Welcome Wizard to configure email for Exchange,
POP3, IMAP4, and ActiveSync mail servers, as discussed in the sections
that follow.
First-time configuration: Connecting to Exchange Server
With Outlook 2007 or later, you can use the Welcome Wizard to
configure email for Exchange 2013 or Exchange Online in Outlook by
completing the following steps:
-
Start Outlook and tap or click Next on the Welcome page. The
procedure is nearly identical whether you are working with Outlook
2007, Outlook 2010, or Outlook 2013. -
When prompted to indicate whether you would like to configure an
email account, verify that Yes is selected, and then tap or click Next. -
The next page of the wizard varies depending on the computer’s current configuration:
-
For computers that are part of a domain and for users that have an
existing Exchange Server mailbox, the wizard uses the Autodiscover
feature to automatically discover the required account information. -
For computers that are part of a domain and for users without an
on-premises Exchange mailbox, leave the wizard open, create the user’s
Exchange mailbox, and then proceed with the wizard once the mailbox is
automatically discovered. -
For all other configurations, including computers that are part of a
workgroup and computers on which you are logged on locally, Outlook
assumes you want to configure an Internet email account for the user.
Enter the user’s account name, email address, and password. Then type
and confirm the user’s password (see Figure 1).
-
After you tap or click Next, the wizard uses the new Auto Account
Setup feature to automatically discover the rest of the information
needed to configure the account and then uses the settings to log on to
the server. If the auto-configuration and server logon are successful,
tap or click Finish and skip the remaining steps in this procedure. The
wizard then sets up the user’s Exchange mailbox on the computer as
appropriate. -
If auto-configuration is not successful, tap or click Next so that
the wizard can attempt to establish an unencrypted connection to the
server. If the auto-configuration and server logon are successful this
time, tap or click Finish, and then skip the remaining steps in this
procedure. -
If auto-configuration fails twice, you’ll see a prompt to confirm
the user’s email address. If the email address is incorrect, correct
it, and then tap or click Retry. If the auto-configuration and server
logon are successful this time, tap or click Finish, and then skip the
remaining steps in this procedure. -
If
all attempts at auto-configuration fail, you can try to configure
settings manually (and might also want to confirm that the Autodiscover
service is working properly). Tap or click Next. On the Choose Service
page, select a service. Tap or click Next. On the next wizard page,
complete the necessary information for the type of email service you
selected. If necessary, tap or click More Settings, and then use the
Properties dialog box to configure the additional required settings.
When you are finished, tap or click OK to close the Properties dialog
box. Tap or click Next, and then tap or click Finish to complete the
mail configuration.
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