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Setting up Exchange accounts

From: Outlook for Mac 2011 Essential Training

Video: Setting up Exchange accounts

The first time you open up Outlook for Mac 2011, you'll get this splash screen. It has a Welcome, a little button here for What's New, and instructions for getting started. The first one says, to set up your email or Exchange account, click Add Account. If you want to import data from Entourage or other email applications, we'll click Import and we'll do that in a later video. If you'd like to make Outlook the default application for your email, calendar, and contacts, go ahead and put a checkmark in this box here. If you are also going to be using Apple Mail, for example, Outlook will be your work account and Mail will be your personal email, you may consider leaving this box unchecked, since Mail is fully integrated across your computer including iLife.

Setting up Exchange accounts

The first time you open up Outlook for Mac 2011, you'll get this splash screen. It has a Welcome, a little button here for What's New, and instructions for getting started. The first one says, to set up your email or Exchange account, click Add Account. If you want to import data from Entourage or other email applications, we'll click Import and we'll do that in a later video. If you'd like to make Outlook the default application for your email, calendar, and contacts, go ahead and put a checkmark in this box here. If you are also going to be using Apple Mail, for example, Outlook will be your work account and Mail will be your personal email, you may consider leaving this box unchecked, since Mail is fully integrated across your computer including iLife.

That way you'll still be able to use your Mac's built-in Mail integration, giving you the best of both worlds. We are going to turn it on. So let's start with making an Exchange account, a corporate account that you would use in your workplace. I'll click Add Account and it gives us this window. To get started, select an account type. An Exchange account or a standard email account, and we'll make one of these in a later video. So let's do Exchange. The first thing you want to do is put in your email address. Then it will ask for your authentication.

Now, you'll need to get this information from your IT department. Standard is User Name and Password, but if I click on this drop-down arrow, you may be on a Kerberos server. We're going to use the standard, User Name and Password. Now, notice here that it has DOMAIN in capital letters and then a forward slash and the username. Depending on how your IT department has this setup, they may specify a specific domain that you're going to use to get on their servers and then your username. In our case, our username is exactly the same as our email address.

So I'll go ahead and type that in, and then I'll put in my password. I definitely want to leave on the check for Configure automatically, and then I'll Add Account. It's now detecting the Exchange Server. It's actually now going onto our corporate network. So, now a window pops up confirming that we're on the correct server and we're going to go ahead and click Always use my response for this server, and we are going to allow it. Here we are.

We have our first account. If I come down here to the Advanced button, this is where I can find additional information about the account. Most people are not going to go in here yourself. These settings will be determined by your IT department. The Delegates button is where we set up additional accounts for people who are going to work with our email account. For example, if I have a personal assistant, this will let them check my email and book appointments on my behalf. Security is where your digital certificates and encryption settings are stored and we will also address these in a future video.

I'm going to go ahead and click OK. Now that I've set up my account, I'll come up here to the red button and click, and now all of my email, calendar and contacts have shown up from my company's Exchange account. So, you can see how easy it is to get set up.

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This video is part of

Image for Outlook for Mac 2011 Essential Training
Outlook for Mac 2011 Essential Training

68 video lessons · 10734 viewers

Alicia Katz Pollock
Author

 
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  1. 54s
    1. Welcome
      54s
  2. 26m 12s
    1. Introducing Outlook 2011
      2m 1s
    2. Setting up Exchange accounts
      3m 8s
    3. Setting up IMAP accounts
      2m 19s
    4. Setting up POP accounts manually
      3m 31s
    5. Importing email from other applications
      2m 49s
    6. Importing and exporting contacts
      3m 47s
    7. Exploring the user interface
      2m 30s
    8. Customizing the view
      3m 7s
    9. Creating categories
      3m 0s
  3. 13m 29s
    1. Exploring the Inbox
      1m 51s
    2. Checking for new mail
      3m 42s
    3. Reading email
      3m 0s
    4. Deleting email
      1m 15s
    5. Previewing and saving attachments
      1m 46s
    6. Printing emails
      1m 55s
  4. 27m 31s
    1. Creating a new message
      4m 10s
    2. Formatting messages
      5m 18s
    3. Adding attachments
      1m 43s
    4. Adding pictures with the Media Browser
      2m 22s
    5. Information Rights Management
      3m 15s
    6. Replying and forwarding
      3m 5s
    7. Working with signatures
      4m 11s
    8. Working with priorities
      1m 9s
    9. Setting up Out of Office auto-replies
      2m 18s
  5. 20m 46s
    1. Arranging your Inbox
      3m 40s
    2. Using the Conversation view
      2m 47s
    3. Organizing messages with folders
      3m 48s
    4. Creating message rules
      7m 23s
    5. The Mailing List Manager
      2m 12s
    6. Filtering messages
      56s
  6. 9m 1s
    1. Setting junk mail protection levels
      3m 41s
    2. Managing your Junk folder
      3m 17s
    3. Recognizing spam
      2m 3s
  7. 19m 9s
    1. Viewing contacts
      2m 42s
    2. Creating contacts
      6m 14s
    3. Creating contact groups
      2m 40s
    4. Sending email to your contacts
      1m 0s
    5. Printing your contact list
      1m 50s
    6. Syncing contacts
      1m 58s
    7. Working with vCards and exporting
      2m 45s
  8. 25m 42s
    1. Viewing the Calendar
      5m 25s
    2. Creating appointments
      7m 12s
    3. Creating recurring appointments
      3m 34s
    4. Creating meetings and inviting attendees
      5m 29s
    5. Adding holidays
      2m 23s
    6. Printing your calendar
      1m 39s
  9. 7m 8s
    1. Creating new tasks and completing them
      2m 28s
    2. Managing your tasks
      4m 40s
  10. 9m 28s
    1. Creating new notes
      4m 50s
    2. Managing your notes
      3m 44s
    3. Printing notes
      54s
  11. 20m 8s
    1. Using categories
      6m 14s
    2. Flagging items
      4m 15s
    3. Searching and smart folders
      4m 49s
    4. Using folders
      1m 36s
    5. Right-clicking
      3m 14s
  12. 37m 57s
    1. Delegating and sharing public folders
      5m 12s
    2. Syncing Exchange and IMAP
      1m 9s
    3. Setting preferences
      7m 1s
    4. Using AutoCorrect
      2m 9s
    5. Using My Day
      5m 16s
    6. Using the Scrapbook
      5m 38s
    7. Using the reference tools
      2m 58s
    8. Getting help
      2m 34s
    9. Backing up
      3m 6s
    10. Using the Database Utility
      2m 54s
  13. 32s
    1. Final thoughts
      32s

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