Set Up Outlook 2007 with Exchange on a Windows Computer
S4348 May 2011
This document explains the ITS Exchange Service, shows how to use Microsoft Outlook 2007 to create and access your Exchange account, and how to connect to your Exchange account when you are off campus.
PREVIOUSLY USED OUTLOOK 2003 WITH YOUR EXCHANGE ACCOUNT? If you're on the same computer, your settings from Outlook 2003 should transfer to your new installation of Outlook 2007. Follow these instructions only if Outlook 2007 does not automatically access your account.
The following configuration instructions are:
TIP: Keep your software up-to-date by using Microsoft Update.
Table of Contents
What is the Outlook/Exchange Service
Exchange is Microsoft's messaging system that provides e-mail, calendaring and other features. It resides on a server rather than on your computer. Because of this, you'll never see an Exchange application on your computer.
Microsoft Outlook 2007 part of the Office 2007 suite allows you to access your Exchange account where you can:
You should already have received the QUICK Source help guide, Outlook 2007: Getting Started. If not, please check with your IT department.
For this document, you must be using Outlook 2007 part of Microsoft Office 2007. Your operating system can be Windows XP Professional Service Pack 2 or later, or Windows Server 2003. Your department already owns the licenses to these products. Any of these software combinations allow you to take full advantage of Exchange's features and the latest security.
OUTLOOK 2007 UPDATE: Please verify that you are using Outlook 2007 with at least Service Pack 2. To determine what version you're using, from the Help menu select About Microsoft Office Outlook.
We recommend you set your computer to automatically check for updates.
Your Exchange/Windows Active Directory Password
Before you can use your Exchange account, you must have a Windows Active Directory password. This is also your Exchange password.
If you don't already have this password, follow the instructions at What is my Exchange password, and how do I change it?.
Using Auto Configuration for Exchange
SCREEN SHOTS: Although the screen shots in this document are from Vista, the steps are the same for other Windows operating systems.
DO NOT USE THE OUTLOOK 2007 STARTUP WIZARD! If you have opened Outlook and receive the Outlook 2007 Startup wizard, click Cancel. Click Yes in the dialog box asking if you are sure you want to exit the wizard. Outlook will quit.
AUTO CONFIGURATION FAILED? You may need to configure Outlook for Exchange manually.
Accessing Your Exchange Account
MAKE SURE YOU GET YOUR EXCHANGE E-MAIL: E-mail sent to you from other Exchange users is only delivered to your Exchange account. If you only use Outlook to read your e-mail, this is not a problem. However, if you sometimes read your messages from other U-M e-mail services such as the web-based web.mail.umich.edu you will not see messages sent to your Exchange account. This can be confusing, because you'll always see e-mail sent to you at firstname.lastname@example.org in both Outlook and other U-M e-mail services.
Setting Up Spam Filtering
E-mail delivered to Exchange is processed by a spam detection system. To take advantage of this, you need to configure Outlook.
HINT: The Exchange spam filter places suspected spam in the folder you indicate (in this example, Junk E-mail). You should periodically check your designated folder to verify that it only contains spam. You can move any non-spam messages to your Inbox folder. Once verified, you can delete the contents of your designated folder.
KEEP SPAM IN ITS PLACE: This rule must always be first in the Rules and Alerts list. When you create other rules, they will automatically be added to the top of the list. Make sure you move the spam rule back to the top.
Connecting When You're Off Campus
When you're not on campus at home, for example, or traveling there are several ways to connect your Windows computer to your ITS Exchange account.
More information is available at the ITS Exchange Service's website.
Also visit the Outlook Solution Center Web page for more helpful information.
Also visit ITS’s Information System to obtain ITS computer documentation and other resources. A list of relevant documents follows:
The ITS Service Center provides a variety of computing help resources.
For further help with this or any other topic, call 734-764-HELP  or submit an online service request.
Appendix: Manually Configuring Outlook for Exchange
If you received an error message when using Outlook auto configuration for Exchange:
Appendix: Determine Mailbox Size