Today we are talking about how to… you guessed it, setup an exchange account. It can really be pretty simple. Now if you are setting up an exchange account with a hosting company then they will probably have special instructions on how you need to do this. If they didn’t and this doesn’t help you, feel free to leave a comment and hopefully we can help you. I did my tutorial in windows 7, but you should be able to manage in XP or Vista. Before you start this tutorial you need to know the following:
- Exchange server name or IP address
- User name
Step 1: Go to Control Panel
and click on Mail
. Step 2: Then click on E-mail Accounts
(to setup an exchange account outlook must be closed)
Step 2: New
Step 3: Choose Microsoft Exchange, POP3, IMAP, or HTTP
and click Next
Step 4: Check mark Manually configure server settings or addition server types
and click Next
- You can try filling out the requested information first. If it doesn’t work then proceed with step 4.
- If it automatically populates then don’t check Manually configure server settings or addition server types, click Next and proceed to Step 7 Alternate ending (Didn’t know it was going to have an alternate ending did you?).
Step 3: Choose Microsoft Exchange
Step 4: Type in your exchange server. This can be a name or an IP address. If you’re reading this and saying to yourself, “I have no idea what he’s talking about,” then call your administrator for this setting. If you don’t have an administrator then give us a call, we’ll help you out. If you are a desktop on site with your server then do not check Use Cached Exchange Mode
. If you are a laptop who will be leaving the office, then check it.
Step 5: Enter in your User Name
for your exchange account (again see your administrator or give us a call). Then click on Check Name
. You should see your name and server auto populate or get an option of which name to choose. If you get an error then check either the server name or the user name. You don’t have to put in your whole name. A first name will suffice.
Step 6: After it successfully finds your name, click Next
. You should get the following message. All this message says is that your default locations will now be on the exchange server. So your calendar, email, and contacts will automatically go on your exchange server. Click OK
Step 7: Congratulations!
Let me know if you have any problems with this page. J
Step 7 Alternate ending: Congratulations!
- If you do not get 3 check marks then check the Manually configure server settings box and proceed with step 4.