Configure Exchange Online with Outlook or Windows Mail

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Overview

Note:
Follow these instructions to configure your device if you've been migrated to Exchange Online. If you haven't yet been migrated, see Set up Outlook for Windows to access your IU Exchange account.

Microsoft Exchange Online is a hosted messaging solution that delivers the capabilities of Microsoft Exchange Server as a cloud-based service, allowing you to access email, calendar, contacts, and tasks from your personal computer, the web, and mobile devices. Exchange Online integrates fully with Active Directory, enabling administrators to use group policies and other administration tools to manage its features across their environment. Though hosted by Microsoft, Exchange Online is still managed by the IU Exchange administrators and meets the same security and privacy guidelines as traditional, on-premises Exchange.

Important:
IU's Exchange Online environment does not support IMAP. For email configuration instructions, including details for those using Linux and Thunderbird, see Configure your email client for Exchange Online.
Note:
Microsoft recommends using Cached Exchange Mode for Exchange, particularly 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

Note:
If you're preparing for Exchange Online before your migration and want to try changing your credentials, try switching to username@iu.edu. Depending on the client you are using, authentication may fail or you may get an error. If so, instead try ads\username or ads.iu.edu\username. You will then have to wait until after you've been migrated to update your username.

Outlook

To configure Outlook with your Exchange Online account:

Note:
Don't delete any existing Outlook accounts until you've set up a new account which works properly.
  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. 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.
  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 2021-02-04 13:38:05.

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