2. Nexus configuration for existing Outlook 2003 users

If you are currently using (or have previously used) Outlook 2003 to connect to an email account on your current computer, you will already have an Outlook Profile. You can add your Nexus account to this existing profile, so that you can see it listed alongside your existing account(s). However, if you prefer to keep your new Nexus account completely separate you might wish to 3. Create an additional profile. If you are using Outlook 2003 to connect to an account on another Exchange server (as opposed to using it for your email only), you will also need to 3. Create an additional profile. If you wish to see your old Exchange calendar items when using Nexus, you can use the Import and Export option on the [File] menu. First export the old calendar, close the old calendar, open the new one (once you have configured Outlook to Nexus) and import the old calendar items.

  1. Close down Outlook if it is currently running. Click the Windows Start button and go to [Settings/Control Panel]. Double-click on the Mail icon to open up the Mail Set-up screen.
    The Mail icon in control panel
  2. Click on the E-mail Accounts button to open the e-mail account wizard.
    Mail setup screen with button for Email accounts
    Figure 9. Mail Setup screen
  3. Click on the Add new email account radio button and then Next to continue.
    Shows a list of your existing accounts and points to the
                                location of the "New" button
    Figure 10. Add new email account
  4. The Server Type screen appears. Select Microsoft Exchange Server and then click Next.
    Screen where you can choose which type of account you want to
                                set up
    Figure 11. Server Type screen
  5. The Exchange Server Settings screen opens up. In the Microsoft Exchange Server field type in nexusoutlook. In the username box type in your Single Sign-On username. Leave the Use Cached Exchange Mode box ticked. Do not click on the Check Name button at this point as it will fail.
    The screen has boxes for server name and user name and buttons
                                'Check name' and 'More settings' (in addition to Back, Next, and
    Figure 12. Exchange Server Settings screen
  6. Click on the More Settings button. You may see a message stating that 'The action could not be completed...'.
    Click "ok" to close the message box and go to the next setting
    Figure 13. The action could not be completed
  7. Click on the OK button. A new screen will appear showing you your account details:
    The box has two fields: server name and mailbox. Both have been
                                completed automatically.
    Figure 14. Microsoft Exchange Server - General
  8. Click the Cancel button. You will now see the Microsoft Exchange Server screen with five tabs across the top. Select the Connection tab.
    A screen with five tabs across the top, one of which labelled
    Figure 15. Microsoft Exchange Server screen
  9. Click on the checkbox next to Connect to my Exchange mail box using HTTP which can be found towards the bottom of the screen.
    The screen have some radio buttons and, towards the bottom, a
                                tick box labelled 'Connect to my Exchange mail box using
    Figure 16. Connection tab
  10. The Exchange Proxy Settings button now becomes active. Click on this button to continue to the next screen. The Exchange Proxy Settings screen now opens.
    The screen has a field preceded by 'https://' (under 'Use this
                                URL to connect...'), three tick-boxes ('On fast networks..' and 'On
                                slow networks..' both selected) and another field towards the bottom
                                under 'Proxy authentication settings'.
    Figure 17. Exchange Proxy Settings
  11. Type in nexus.ox.ac.uk into the HTTPS box. Ensure that the three boxes marked Connect using SSL only, On slow networks, ... and On fast networks, ... are checked.
    Next in the Proxy Authentication Settings box select Basic Authentication. Finally click on OK. You will return to the previous screen where you should click on the OK button there. This now returns you to the Exchange Server Settings screen again.
    The screen has boxes for server name and user name and buttons
                                'Check name' and 'More settings' (in addition to Back, Next, and
    Figure 18. Exchange Server Settings screen
  12. If you now click on the Check Name button you will see an Authentication box appear. (In rare cases you may see a screen saying: "Microsoft Office Outlook does not recognize: [your name]" above a list of names. Select your name in the list and click OK)
    Authentication screen with fields for username (completed) and
    Figure 19. Authentication box
  13. Enter your Single Sign-On username followed by nexus.ox.ac.uk. Enter your password and click OK. After a short delay your name/id in the User Name field and the address of the server will become underlined. This indicates that you have now made the connection to your Oxford Nexus account. Click the Next button.
    E-mail accounts screen with server and user names
    Figure 20. E-mail accounts screen
  14. A dialogue box will appear, commenting on how mail will be delivered to your local computer and not be stored on the server. Click on Yes for now (this setting is changed later, as detailed in the section on changing delivery location below).
    Box saying "Mail from this Microsoft Exchange Server account
                                will be delivered..." followed by two buttons: yes and no.
    Figure 21. Dialogue box
  15. The Congratulations screen will now appear confirming that you have set-up the account. Click on the Finish button to complete the process.
    Text: "Congratulations! you have successfully entered all the
                                information required to setup your account. To close the wizard,
                                click Finish.
    Figure 22. Congratulations screen
  16. As you are re-using an existing profile you now need to go in and change the delivery location for new mail. Go to the Control panel again ([Start] > [Control Panel]) and click on the Mail icon to open the Mail setup screen again:
    Mail setup window with button for email accounts
    Figure 23. Mail Setup screen
  17. Click on the E-mail Accounts... button and on the next screen choose View or change existing e-mail accounts. Click Next.
    Screen with four radio buttons. Check the one for 'View or
                                change existing e-mail accounts'
    Figure 24. E-mail Accounts screen
  18. You may be asked to authenticate again:
    Boxes for username (username@nexus.ox.ac.uk) and
    Figure 25. Authentication screen
  19. You will then be taken to the E-mail Accounts page. Click on Microsoft Exchange Server and, at the bottom of the screen under Deliver new e-mail to the following location:, select Mailbox – username from the drop-down list. Then click Finish.
    Screen with list of email account(s) in the top box and a
                                drop-down list (default 'Personal Folders') in the box below.
                                Various buttons on the right (Change, Add, Remove, etc)
    Figure 26. E-mail Accounts screen
  20. An Account Manager message will appear, confirming that you have changed the default delivery location for your email. Click OK.
    Message box: "You have changed the default delivery location
                                for your e-mail. This will change the location for your
    Figure 27. Account Manager
  21. Now start Outlook 2003. The first time you run Outlook it will take a short while to prepare your new account ready for use and it may prompt you for your username and password again, even if you clicked Remember my password earlier. Once Outlook has started up, you should see your inbox on Nexus alongside any existing accounts in Outlook.

2.1. Update folders

If you have migrated from Herald, or you have changed email clients, you may need to update your folder subscriptions in order to see all of your email folders:
  1. Right-click on your Nexus account name in the navigation pane on the left of the screen. Choose [IMAP folders...].
  2. Click Query to see a list of folders. In the resulting list, folders you are already subscribed to have a yellow folder symbol next to their name. To subscribe to other folders, highlight each one in turn and click Subscribe.
  3. When finished, click OK.

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