In this article: 

We currently support the configuration and use of these versions of Outlook: 

  • 2010, 2013, 2016, 2019 and Outlook 365 click-to-run for 
  • Windows 2011/2016 for Mac 


All of these applications are fully compatible and benefit from all of the features of our Hosted Exchange platform. This article will outline the setup of each. 

Please note: 

We strongly recommend automatic configuration of Outlook. We operate high-availability clusters of Exchange servers and automatic configuration gives Outlook the ability to switch between clusters without losing connectivity.


Automatic Configuration (Windows)

 

IMPORTANT: An Autodiscover CNAME record MUST be created before attempting to configure the mail profile. Please see this article about Exchange DNS Settings for further information. 


  1. Browse to Control Panel - Mail/Mail (32-bit) - Show Profile 
  2. Make sure to pre-select Prompt for a profile to be used 
  3. Select Add . . . and input the full email address of the user and select OK 
  4. Enter your information and click Next 
  5. You may be prompted to allow redirection click Allow and Don’t ask me about this website again if you do not want to see further messages. 
  6. If the details provided are correct and Autodiscover has been set-up correctly then you will see the confirmation screen 

 

7. Select Finish when profile creation is completed 

Although automatic configuration is recommended, there may be circumstances where manual configuration is the only option. In this case, please follow the appropriate tab for the Exchange platform in question: 

Exchange 2010


Important

If you are still on Exchange 2010 we advise that you look at migrating your client to 2016 as soon as you are able. This is easily done by using the "Migrate Exchange" button within the Cloud.Market under: Customers > Your Customer > Services. If for whatever reason the button is not there or you want more information please contact your account manager.

 

Exchange 2010 Manual Configuration (Windows)

  1. Browse to Control Panel - Mail - Show Profiles
  2. Make sure to pre-select Prompt for a profile to be used
  3. Select Add . . . and input the full email address of the user on the new server. Select OK
  4. Select Manual setup or additional server types and select Next
  5. Select Microsoft Exchange Server or compatible service and click Next
  6. Under Server Settings:
    1. Use cached Exchange Mode is ticked. (This is necessary in order for the Offline Address Book to work)
    2. Server = cas.messageexchange.com
    3. Username = full exchange mailbox email address (Do not select "Check Name" at this point)
  7. Select More Settings
  8. Browse to Connection
  9. Tick Connect to Microsoft Exchange using HTTP
  10. Select Exchange Proxy Settings
  11. Under Connection Settings input cas.messageexchange.com
  12. Tick Only connect to proxy servers that have this principle name in their certificate
  13. Input in the field below: msstd:cas.messageexchange.com
  14. Tick On fast networks . . .
  15. Change Proxy authentication settings to Basic Authentication
  16. Select OK
  17. Select OK again
  18. Now Check Name and wait for the username to underline
  19. Select Next and Finish when profile creation is completed.

Exchange 2010 Configuration (Basic Mailbox)


  1. Select File then Add Account - a pop-up box will appear
  2. In Auto Account Setup, tick Manually Configure Server Settings or Additional Server Types
  3. Choose the service Internet E-mail
  4. User Information
    1. In the Your Name box, enter the name you want users to see when you send email from this account
    2. In the Email Address box, enter your email address
  5. Server Information
    1. In the drop down box, select POP3
    2. In the Incoming mail server box, enter cas.messageexchange.com
    3. In the Outgoing mail server (SMTP) box, enter cas.messageexchange.com
  6. Log-on Information
    1. In the Username box, enter the username (the full email address)
    2. In the Password box, enter the Password (the email address password)
  7. On the right hand side, click the More Settingsbutton
    1. On the Outgoing Server tab, tick My outgoing server requires authentication
    2. Ensure that Use same settings as my incoming mail server is ticked
  8. After all this is done, un-tick Test Account Settings by clicking the next button and click Next to complete the set-up.

Offline Address Book


The Offline Address Book contains the properties of a user, such as e-mail addresses, that Microsoft Outlook requires in order to send an e-mail message and display information about the user. By using the Offline Address Book, Outlook does not have to connect to Exchange in order to resolve names or open the records for each user. This reduces network traffic and improves performance.


Note: We recommend that you download the full details of the Offline Address Book. This makes more address book information available when there is no network connectivity.

If Outlook is left running constantly in Cached Exchange Mode, it updates the Offline Address Book automatically about once a day, depending on Address Book updates on the server running Exchange. To initiate these updates manually, do the following.

To download the OAB in Outlook 2010/13/16:

  1. Go to Send/Receive
  2. Then select Send/Receive Groups (Click on down-arrow)
  3. The select Download Address Book
  4. Un-tick Download changes since last Send/Receive
  5. Select OK

To Download the OAB in Outlook 2007:

1. On the Tools menu, point to Send/Receive, and then click Download Address Book

2. Under Information to download, click Full Details or No Details

Note: Please bear in mind that in an exchange environment any changes to contacts, permissions or distributions could potentially take up to 72 hours to complete the process of updating the Offline Address Book and that contacts may need to be manually added until it appears in the OAB.