Configure Exchange Online with Outlook or Windows Mail

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Overview

Note:
Microsoft recommends using Cached Exchange Mode for Exchange Online. Cached Exchange Mode is usually on by default. If you do not have it turned on, see the directions to toggle it on.

Instructions

Outlook

To configure Outlook with your Exchange Online account:

  1. Navigate to your Control Panel (click the Windows/Start menu at the bottom left, type control panel, and then click Control Panel in the results). On the top right, choose Large or Small icons (rather than Category).
  2. Open Mail.
  3. Select Show Profiles, and the "Mail" screen will open.
  4. Select Add. Name the profile something distinct, such as EXO. Click OK.
  5. The "Add Account" window will open. Enter your email address using @iu.edu, rather than a campus-specific address. Enter your IU passphrase, and then click Next.
    Important:
    Do not disable Cached Exchange mode in the manual settings. Without it, Outlook may malfunction.
  6. The account should be added within 30 seconds, but it may take a minute or two if your connection is slow.

    If Outlook fails to discover your "@iu.edu" address, instead enter username@exchange.iu.edu. If failure persists, rebooting Windows may help.

  7. After finishing, you'll be returned to the "Mail" window. Near the bottom, you'll see "When starting Microsoft Outlook, use this profile:". Choose Prompt for a profile to be used. Click OK.
  8. Keep the "Mail" window open and launch Outlook from your Start menu or desktop. When prompted for which profile to use, choose your new one.
  9. Your Exchange Online account should load. This may take several minutes if your mailbox is very large, based on your connection speed.
  10. When the process completes, check to make sure it contains your messages and sub-folders.
  11. Once you are satisfied, you can return to the "Mail" window and delete the old profile by highlighting it and choosing Remove.

Windows Mail

To configure Windows Mail with your Exchange Online account:

  1. Open Windows Mail. In the "Add an account" dialog box that appears, choose Exchange, Office 365.
  2. Enter your IU username followed by @iu.edu (do this no matter what your primary email address is).
  3. The IU Login and Duo authentication dialogs will appear. Log in with your IU passphrase.
    Note:
    If you are not prompted to authenticate with Duo, and you see an error that says "We're sorry, access is not allowed because you are not enrolled. Please contact your organization's IT help desk for assistance", you'll need to enroll a device in Duo before you can proceed. For more, see Get started with Two-Step Login (Duo) at IU.
  4. A dialog box will appear with device management options. Choose these settings according to your preferences.
  5. In a few seconds, a "You're all set" dialog will appear. Click Done.
  6. It may take Windows Mail a few moments to finish creating your profile and retrieving your Exchange information. You may also need to click Done.
  7. You will now see your Exchange mailbox.

This is document bghp in the Knowledge Base.
Last modified on 2021-09-07 15:47:01.