email configuration by Sourav Saha

Configure and Access Email in Web, Outlook, Mozilla Thunderbird, Android Devices & Lync clients Prepared For: IIMB 08 December 2012 Prepared By: HCL MS Team

Outlook, OWA & Lync Configuration Document

Revision and Signoff Sheet Change Record Date

Author

Version

Change reference

07/12/2012 Gopinath / Noble 1.0 Varghese

Initial draft for review/discussion

11/02/2013 Noble Varghese

UPN Change

1.1

Reviewers Name

Version

Position

Date

Sanjay Kanti

1.0

Team Lead

08/12/2012

Sanjay Kanti

1.1

Team Lead

11/02/2013

Outlook, OWA & Lync Configuration Document

Table of Contents Document Purpose ................................................................................................................................. 3 Pre-Requisites for Using O365 Mailbox .................................................................................................. 3 1. Access Emails through Outlook Web App (OWA) ............................................................................... 5 2. Accessing Microsoft Online Portal & Download Required Software & Patch .................................... 8 3. Installing Lync 2010 Client ................................................................................................................ 11 4.

Logging in to Lync Client ............................................................................................................... 18

Configuring Outlook 2010 for Office 365 Mailbox ........................................................................ 20 Configure Outlook for New Profile .................................................................................................... 20

6. Configuring Mozilla Thunderbird for Office 365 Mailbox. ................................................................ 27 7. Configuring Android Devices for Office 365 Mailbox........................................................................ 44

Outlook, OWA & Lync Configuration Document

Document Purpose This Document is to Guide users to access Outlook Web App (OWA), Download software from Microsoft Online Portal, Installation & Configuration of Lync Client and Configuring Microsoft Outlook.

Pre-Requisites for Using O365 Mailbox To get the full Office 365 experience, we recommend that User meet our system prerequisites.

Operating system requirements (Any of the OS Mentioned below is supported) 

Windows 8  Windows 7  Mac OS X 10.5 (Leopard), 10.6 (Snow Leopard), 10.7 (Lion), 10.8 (Mountain Lion)  Support Ending o Windows Server 2003 on January 1, 2013 o Windows XP on January 1, 2014 (currently requires SP3) o Windows Vista on January 1, 2014 (currently requires SP2) Office client requirements (Any of the Version of Office mentioned below is supported)  Office 2010 SP1 o Service Pack 1 must be deployed by June 1, 2012  Office 2007 SP2  Office 2011 for Mac and Outlook 2011 for Mac  Outlook 2003 via POP and IMAP only o Get additional information about connecting to Office 365 via POP/IMAP and Outlook 2003.  .NET 2.0 or later  Lync 2010  Support Ending o Office 2008 for Mac on April 9, 2013 o Entourage 2008 Web Services Edition on April 9, 2013 o Outlook 2003 on April 8, 2014 Browser requirements—Administration Center and My Company Portal  Internet Explorer 8 or above  Latest Firefox “Release” version  Safari 5 or above  Latest Chrome “Stable” version  Support Ending o Internet Explorer 7 on October 1, 2012 o Safari 4 on October 1, 2012

Outlook, OWA & Lync Configuration Document ď&#x201A;ˇ

Note: Outlook Web App also has a light version that supports a reduced set of features across almost any browser

Note for Mac users: At this time Communicator for Mac 2011 will not work with Office 365. See FAQ for additional information about Mac-related system requirements.

Outlook, OWA & Lync Configuration Document

1. Access Emails through Outlook Web App (OWA) 1. Start Internet Explorerď&#x192; Go To https://webmail.iimb.ernet.in and click on Office 365 Users button

Outlook, OWA & Lync Configuration Document

2. Give your credentials (Alias Name) e.g. IIMBNT\vishalv12 to login.

3. Select language and UTC+5:30 as the preferred Time Zone.

Outlook, OWA & Lync Configuration Document

4. Webmail Page will come as shown below:

Outlook, OWA & Lync Configuration Document

2. Accessing Microsoft Online Portal & Download Required Software & Patch 1. Browser To https://portal.microsoftonline.com  Sign In with your Credentials type your login ID (Alias) E.g. vishalv12@iimb.ernet.in and then click the pointed arrow.

2. In the next Page login with your Credentials (alias name) E.g. IIMBNT\vishalv12 and your password.

Outlook, OWA & Lync Configuration Document

3. You are in your Home Page, you need to download your Lync Client from the Pointed Arrow.

Outlook, OWA & Lync Configuration Document

4. Download and Install Lync Setup.exe. Choose 32 bit/64 bit according to the OS.

5. Install Setup Lync.exe from the downloaded path as follows.

Outlook, OWA & Lync Configuration Document

3. Installing Lync 2010 Client

6. Once Lync setup is complete, go to second Step and click set up to configure your

Outlook, OWA & Lync Configuration Document

desktop for Office 365.

7. On the Pop Up window click on Run, this will start the download of Setup.exe

Outlook, OWA & Lync Configuration Document

8. In Office 365 Portal login page ď&#x192; Login with your credentials (Alias Name). E.g. vishalv12@iimb.ernet.in and password.

Outlook, OWA & Lync Configuration Document

9. In the login Page enter your Credentials (Alias Name) E.g. IIMBNT\vishalv12.

10. Now the setup will start inspecting your System Configuration.

Outlook, OWA & Lync Configuration Document

11. Setup will ask for updates that are to be installed. Select the program and click Continue.

12. Click Accept so as to agree Microsoft License terms and Agreements.

Outlook, OWA & Lync Configuration Document

13. Wait for the updates to finish configuring the system.

14. Once updates is completed click finish..

Outlook, OWA & Lync Configuration Document

4. Logging in to Lync Client 1. Start Lync ď&#x192; Login with your Credentials type your Alias Name, E.g. vishalv12@iimb.ernet.in and click Sign in and type password.

Outlook, OWA & Lync Configuration Document

2. After successful login you can find users from find contact search bar.

Outlook, OWA & Lync Configuration Document

5. Configuring Outlook 2010 for Office 365 Mailbox Restart your outlook mail client to get the new configuration automatically after installing the above mentioned softwares. Outlook shall fetch all the configuration details automatically.

Configure Outlook for New Profile (only required for new users or if automatic configuration doesn’t work for migrated users) 1. Click Start Control Panel.

2. On Control Panel Double Click Mail Icon.

Outlook, OWA & Lync Configuration Document

3. Click Show Profiles.

4. Click Add.

Outlook, OWA & Lync Configuration Document

5. Enter The Profile Name- User Name Then Click Ok.

6. In Add a New E-Mail Account Page Type Your Name and E-Mail Address, E.g. vishal.vivek@iimb.ernet.in Password then Click Next.

Outlook, OWA & Lync Configuration Document

7. In the Windows Authentication Page provide your Credentials (Alias Name), E.g. vishalv12@iimb.ernet.in along with password and click OK. This page may open up 2-3 times. You have to provide your Alias Name and Password as the Credentials.

Outlook, OWA & Lync Configuration Document

8. Then Click Finish to exit the Setup.

*** Click yes and continue if you get any certificate warning message (error) or close and recreate New Profile.

Outlook, OWA & Lync Configuration Document

9. Start and open your Outlook and select newly created profile.

10. Type your Password and click Ok. The user name is your alias name. E.g. vishalv12@iimb.ernet.in.

Outlook, OWA & Lync Configuration Document

11. Your Mail will download from server it will take several time to download your

mails.

Outlook, OWA & Lync Configuration Document

6. Configuring Mozilla Thunderbird for Office 365 Mailbox. 1. In Thunderbird Mail go to Local Folders ď&#x192; Accounts ď&#x192; View Settings for this

account.

Outlook, OWA & Lync Configuration Document 2. In Account Actions drop down list ď&#x192; Add Mail Account.

Outlook, OWA & Lync Configuration Document 3. Enter your Name, E-Mail Address, E.g. vishal.vivek@iimb.ernet.in & Password as

the Credentials, also check the remember password checkbox. Then click Continue.

Outlook, OWA & Lync Configuration Document

4. Now the Thunderbird E-Mail client will start checking the configuration of the

Mailbox.

Outlook, OWA & Lync Configuration Document

5. Once the Manual Configuration page comes, provide the Server Details as shown

in the below screenshots.

Outlook, OWA & Lync Configuration Document 6. To find out the server details, go to https://webmail.iimb.ernet.in. Enter your

credentials and login to your Outlook Online and go to Options ď&#x192; See All Options.

Outlook, OWA & Lync Configuration Document

7. Under Account  My Account, Click on Settings for POP, IMAP and SMTP

access…

Outlook, OWA & Lync Configuration Document 8. You will get a Server Protocol Settings Page.

Outlook, OWA & Lync Configuration Document

9. Enter all the protocol settings. Once done click Re-Test. Once the server is probed successfully you will get a notification as shown below. Click on Done to finish the configurations.

Outlook, OWA & Lync Configuration Document

10. On completing the above steps you will be able to access mails via Mozilla Thunderbird.

11. To subscribe to all the folders right click on user@iimb.ernet.in ď&#x192; Subscribe.

Outlook, OWA & Lync Configuration Document

12. Select all the items ď&#x192; Click on Subscribe and click OK.

Outlook, OWA & Lync Configuration Document

13. To replicate the Address Book right click  Toolbar  Tick Menu Bar. This will show up the Menu Bar.

Outlook, OWA & Lync Configuration Document 14. Right Click  Tools  Address Book.

Outlook, OWA & Lync Configuration Document 15. In the Address Book page go to File  New  LDAP Directory.

Outlook, OWA & Lync Configuration Document

16. In the General tab, enter the details as shown below. Name: Any Name for your Address Book. Hostname: 192.168.103.14 Base DN: dc=iimb,dc=ernet,dc=in Port number: 3268 Bind DN: Your User Name.

17. In the Advanced tab, enter the details as shown below;

Outlook, OWA & Lync Configuration Document Donâ&#x20AC;&#x2122;t Return More than: 1000 Results Scope: Subtree Search Filter: (objectClass=*) Login Method: Simple

18. In the Offline tab, click on Download Now to download the address book for offline use.

Outlook, OWA & Lync Configuration Document 19. Provide your Domain Password here and tick the Remember Password checkbox to remember the password for later use.

20. Once completed you can search for contacts in the search box provided.

Outlook, OWA & Lync Configuration Document

7. Configuring Android Devices for Office 365 Mailbox. 1. Tap on Apps from the Main Menu.

2. Tap on the default E-mail App.

Outlook, OWA & Lync Configuration Document

3. Enter your Credentials (E-mail Address, E.g. vishal.vivek@iimb.ernet.in & Password) and Tap on Done.

4. Select Microsoft Exchange ActiveSync as the Account Type.

Outlook, OWA & Lync Configuration Document

5. Tap on Edit Details to enter the details manually.

6. Provide your Credentials (Alias Name & Password) & let the Server name to be m.outlook.com. Eg: vishalv12@iimb.ernet.in

Outlook, OWA & Lync Configuration Document

7. Tick the checkbox Use Secure Connection (SSL) and Tap on Next.

8. Tap on OK in the Remote Security Administration Page.

Outlook, OWA & Lync Configuration Document

9. Select all the items that are to be synced, set download settings and click on Next.

Outlook, OWA & Lync Configuration Document

10. Once the Processing is over click on Activate to Activate Device Administrator.

Outlook, OWA & Lync Configuration Document

11. Provide a Name for your E-Mail account, which is optional and tap on Done.

Outlook, OWA & Lync Configuration Document