Redalto Communications Support Site

Question: How do I configure Outlook Exchange?

This question relates to category Hosted Exchange

Answer:

Before you begin, make sure you have the following;

If you have any problems or concerns with the above requirements, please contact us.

There are 4 steps to configuring Exchange in your Outlook

1. Backup your existing data
2. Create a new Outlook Profile
3. Configure Outlook to connect to the Exchange Server (using PRF file)
    Configure Outlook to connect to the Exchange Server (Manual Configuration)
4. Import your old Outlook data into your Exchange account

STEP 1: Make a Back-up of your existing Outlook data to a PST file

If this is the first time you are using Outlook, proceed directly to step 3.

If you are an existing user of Outlook then you will want to copy your existing data to an external PST file, in preparation for you to import back into your 'Exchange' profile in Outlook.

Open your existing Outlook client and select: File > New > Outlook Data File

Select create a new .PST file.

Select an appropriate location to save your .PST file to. Make sure you can remember where you've saved your file. Then click OK.

In the next Window simply leave the default encryption option selected and click OK.

You'll now see a new Personal Folder in your Mail Folders structure. You can now copy your Inbox, Calendar, and Contacts into the new personal folder. To do this, in Folder List view, simply right click and select 'Copy Inbox' or 'Copy Calendar', etc.

Then select the Personal Folder to which you want to copy the file to.



STEP 2: Create a New Outlook Profile

If this is the first time you are using Outlook, proceed directly to step 3.

This step is required to ensure you separate your existing Outlook profile from the new Exchange profile you will create, and thereby protect any existing mail settings. Once you've setup the 'Exchange' profile you can then define whether to 'Always use this profile' or be prompted for the profile.

Go to Control Panel

Double click the Mail icon

Select Show Profiles option

Then click Add to define a new profile

You will now be prompted to define a unique Profile Name for your profile. Make sure you use a name by which you can easily identify your Exchange account in future. Click OK to finish this step.

You will now be prompted to Add or View existing email accounts. Ignore this step and simply click Close.

You will receive a warning message. Select OK to proceed.

Important:
Once back in the Mail tool box, select the new profile you have created and tick 'Always use this profile'. If you do not do this, the PRF file will configure your new exchange account in the legacy mail profile.

Step 3: Configure Outlook to connect to the Exchange Server

In this step, the PRF file automatically configures the setting of your Outlook 2003 client with the Exhange server. (Note: if you prefer to Manually configure your Outlook to connect to Exchange view this support note )


Make sure Outlook is closed. Then using Windows Explorer find the location of the PRF file that was emailed to you. Double click the file and select Yes when a dialogue box appears.


Start your Outlook program. Select the profile we created in step 2, or if you didn't create a profile, Outlook will automatically open.

You will be prompted for a username and password. The first time you enter this you will need to enter your details exactly as follows;

' EXCHANGE\mailboxnumber '

After the first login, every time you log in the details will be already completed for you, or you will see your full email address. However, you will always need to enter a password. For security reasons this cannot be stored in memory.

Once you've logged in, your Exchange account is fully operational. You should now be able to send/receive messages as well as view your contacts, calendar, tasks, etc.

Proceed to Step 4 if you need to re-import your old Outlook data into Exchange.

Step 4: Import your old Outlook data into your new Exchange account

If this is the first time you are using Outlook, this step is not relevant to you.

If you completed Step 1, then you are now ready to import your PST file back into your Exchange mail box.

After you've logged in Outlook and succesfully connected to the Exchange server, select File > Open > Outlook Data File

Then select the .PST file from the location you saved it to. Click OK when you've selected the PST file.

Your saved .PST file will appear beneath your existing mailbox items in ‘Personal Folders’. You can now copy or drag and drop items from these Personal Folders into your Managed Exchange Inbox, Sent Items, Contact and Calendar.

Please note, telephone assistance for the Hosted Exchange product is only accessible via the Hosted Exchange support number. For telephone assistance please call 1800 800 099. When telephoning, please make sure to have your Exchange client number and password ready.

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  • Author: Redalto Support Team
  • Created on: 08 Mar 2007
  • Views: 2820
  • Last modified: 08 Apr 2009

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