Configure Outlook 2007 for Exchange | Information Systems & Technology

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Configure Outlook 2007 & 2010 for Exchange (Connect) Email

For some, Outlook Web App will be more than sufficient for everyday use, however, if you prefer a desktop client this is how you can set it up!

Detailed documentation for technical support staff is available from the Exchange Migration Project SharePoint site. Both of the following docs can be used for Outlook 2007 & 2010.

Adding an Exchange account to Outlook 2007 - for ADS computers
Adding an Exchange account to Outlook 2010 - for non ADS computers

The basic steps are:

2 days prior Request an Exchange account.
1 hour prior to the migration update the email field in WatIAM to the full email address (userid@connect.uwaterloo.ca).
Open Outlook - the 'Add New E-mail Account' wizard should start.

For an existing Outlook user go to Tools, Account Settings and select 'New' to start the wizard.

Select Microsoft Exchange as the 'E-mail Service'. Click Next.
Change the E-mail Address to userid@connect.uwaterloo.ca in the 'Auto Account Setup' window.
Enter (and confirm) the WatIAM password. Click Next.
After the configuration has been successfully completed, click Finish.
- For existing Outlook users a 'Mail Delivery Location' notification will appear. Click OK.
- Make sure the Exchange account is Set as Default. Close Account Settings.
Outlook will display a message that it is creating a 'local copy' of your mailbox - be patient!
Existing users - disable Send/Receive on the old account (Tools, Send/Receive, Send/Receive Settings, Define Send/Receive Groups, Edit).
Send a test message to the old account to check forwarding.

Other things to do:

Give the user a Welcome to Exchange 'cheat sheet'.
Show them the web page and FAQ.
Introduce the client to Outlook Web App (OWA).
Migrate an Existing Email Account to Exchange (Outlook 2007)
Configure WatIAM (ldap) Lookup
Show the client how to use 'Out of Office' Assistant

Last updated March 10, 2011