Microsoft Exchange Server Setup

Owned by David Le
Jun 09, 2022
2 min read

Employees will be given a work device such as a phone or laptop that may require setup before being able to access work emails.

If access is granted by work company:

Most mobile phones and devices are capable of using Autodiscover in Exchange to configure the mobile email client to use Exchange ActiveSync.

Step 1: ActiveSync is enabled

Step 2 : Enter User ID and password given by workplace

Step 3: Autodiscover should have connected you the exchange server

Step 4: If not working, manually setup the device following the steps below.

To manually setup the device:

Step 1: Click Start and select Control Panel.

Step 2: Search for Mail and click Mail (Microsoft Outlook 2016) (32-bit).
Step 3: From the Mail pop-up, click Add button.
Step 4: Enter the new Profile Name and click OK.
Step 5: Choose Manual setup or additional server types radio button and click on Next button.
Step 6: Select Microsoft Exchange Server or compatible service and click Next.
Step 7: Enter the Server Settings:

Server: outlook.office365.com
User Name: Your Office 365 complete email address (ie. userid@uwaterloo.ca)

Step 8: Click More Settings…
Step 9. Click Security tab and do the following:

Encryption – Uncheck Encrypt data between Microsoft Outlook and Microsoft Exchange
User identification – Uncheck Always prompt for logon credentials
Logon network security – Select Anonymous Authentication

step 10: Click Connection tab. Check the box Connect to Microsoft Exchange using HTTP and then click Exchange Proxy Settings…

Step 11: In the Microsoft Exchange Proxy Settings, do the following:

Connection settings
Use this URL to connect to my proxy server for Exchange – Enter outlook.office365.com
Connect using SSL only – Check the box
Only connect to proxy servers that have this principal name in their certificate – Check the box and enter msstd:outlook.com
On fast networks, connect using HTTP first, then connect using TCP/IP – Check the box
On slow networks, connect using HTTP first, then connect using TCP/IP – Check the box

Proxy authentication settings:

Use this authentication when connecting to my proxy server for Exchange – Select Basic Authentication

Step 12: Click OK.

Step 13: Click Next.

Step 14: In the Windows Security window, enter your Office 365 complete email address and password. Remember my credentials is optional, tick the check box if you want Outlook 2016 to remember your username and password. Click OK.

Step 15: Click Finish.

Step 16: A pop-up window will show up notifying you to close your Outlook. Click OK button.

Step 17: Close down your Outlook 2016.

Step 18: Open Outlook again.

Step 19: Outlook will load your profile and will ask you to enter your password to log in.

Additional resources:

https://docs.microsoft.com/en-us/exchange/clients/exchange-activesync/configure-email-access?view=exchserver-2019

https://support.microsoft.com/en-us/topic/c82de912-adcc-4787-8283-45a1161f3cc3#bkmk_findserver

https://support.microsoft.com/en-us/office/what-is-a-microsoft-exchange-account-47f000aa-c2bf-48ac-9bc2-83e5c6036793