Exchange Set Up for Outlook 2016, 2019, 2022

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Regardless of whether you're using Microsoft Outlook 2016 or Outlook 2019 for Windows (Outlook 2013 is not supported), setting up an account is exactly the same. 

Adding a MAPI Account to Outlook
Once you've made sure the above is set up properly, you can add your account in Outlook. To do this:
  1. Open Outlook.
  2. Either use the default Profile Outlook gives you (named, appropriately enough, "Outlook") or create a new Profile for this account.
  3. If you want, you can choose to have Outlook prompt you for a specific profile when it opens, or you can set Outlook to always open a specific Profile -- it's your choice.
  4. Enter the full email address you want to set up.
  5. Click the Next button.
  6. You may be presented with an Advanced Setup modal -- select Exchange from the list of options if you are. (Office 365 may be selected by default -- BE SURE to change that select to Exchange to set up a MAPI connection to SmarterMail.)

     

  7. If you are prompted with a certificate warning, click the Yes button to accept the certificate. (This will generally only occur if you haven't accepted a connection that uses the same SSL certificate before.)
  8. During the set up process, you'll see a Windows Security modal that asks for a password -- input your mail account password and check the box to "Remember my credentials". Checking this box saves your credentials in Windows Credential manager.
  9. Click the OK button.
  10. After you input your password, Outlook will ask you to set your sync settings. This, essentially, is telling Outlook how far back to go to sync your account. By default, 1 year is selected, which is a good place to start. If you have a large mailbox -- say, 5GB or more -- you may want to limit the sync to 6 months or less, if possible. Regardless, you can always change this in Account Settings once the account is set up.
  11. Click the Next button.
  12. You will automatically have the account set up in Outlook, and should see the following window:
  13. Clicking the Done button will open Outlook -- if you have Outlook set to select a Profile each time you open it, you'll have to select your newly-created Profile from the dropdown menu. Otherwise, Outlook should open and start syncing to your SmarterMail account.
Troubleshooting

When using autodiscover, I'm prompted with a Microsoft Office login window as opposed to a Windows Security modal
This is probably because the domain you're using either was on Office365 in the past, but isn't now, or you're using Office365 for the online productivity suite, but not the Exchange portion. As such, Microsoft has cached the domain in its internal systems and is therefore defaulting to Office365 when doing its own lookups.  Submit a ticket to get this resolved.

Thank you, please call in or Submit a Ticket or ask for Live Support if you have any questions.
877-251-3273

Article ID: 69, , Modified: 3/25/2022 at 1:03 PM

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