How to manually configure Outlook 2003/2007 for Exchange 2007?

During this account setup, you can either create a new Outlook profile or use your existing Outlook profile. A profile will keep your email accounts separated and you will not be able to access more than one profile at a time. You must close Outlook to access different profiles. More information on Outlook profiles can be found here: http://office.microsoft.com/en-us/outlook/HA011471581033.aspx.

Note: If you already have a Microsoft Exchange account setup in your current Outlook profile, you must create a new profile. Outlook only supports one Exchange account per profile.

How to create a new Outlook Profile

  1. Go to your Outlook mail settings from Start > Control Panel > Mail.
    If you cannot locate the Mail icon within your Windows Control Panel, please try the following steps.
    In the Control Panel navigation, to the left of the white window, click Classic View. If Mail still does not appear as an individual icon, please look for it under Show 32-bit Control Panel Items.
  2. Click the ‘Show Profiles’ button and press ‘Add’ for a new profile.
  3. Specify your Profile Name and click OK.
    Tip: If during the following procedures you encounter a popup window that asks you to login, simply press cancel. You may get an error message or additional login request, press cancel again.
    Please use your Primary Email Address for the Username field when starting Outlook and prompted for login credentials.
    You can save your login credentials after the profile is created: How do I save my Outlook Password?
  4. If you use Outlook 2003:

    • Choose Add a new Email account and click Next.
    • Select Microsoft Exchange Server and hit Next
    • Follow the steps 3-12 outlined below.

    If you use Outlook 2007:

    1. Ignore the Auto Account Setup Page, click on the check box next to ‘Manually configure server settings or additional server types’ and then click Next.
    2. Choose ‘Microsoft Exchange’ and click Next.
    3. Specify your Exchange Server name, e.g. exchg4.rolettech.com and type your Exchange Mailbox Username. Also make sure that the box next to ‘Use Cached Exchange Mode’is checked for Offline use.
      • Microsoft Exchange server: exchg4.rolettech.com
      • Use Cached Exchange Mode: Checked
      • User Name: your account/user name
      • Click the More Settingsbutton. NOTE: Do NOT click Check Name before you click More Settings and complete step 7.
        • If prompted for a password, click Cancel.
        • If promoted with an error, click OK or Cancel.

    4. Click the ‘Connection’ tab
    5. Check the ‘Connect to Microsoft Exchange using HTTP’ option and click the ‘Exchange Proxy Settings’ button
    6. Specify Exchange Proxy Settings:
      • Enter Connection Settings as they’re displayed below.
      • Make sure that both ‘On fast networks…’ and ‘On slow networks…’ options are checked.
      • Choose ‘Basic Authentication’ as ‘Proxy Authentication settings
      • Click OK

    7. Click Check Name.
    8. Enter User name and Password (your username is not necessarily your email address. Please double check your username if the authentication box repeatedly pops up.
    9. Your name should now be displayed with an underline. If so, click OK and your account is setup.
    10. Start Outlook.