Configuring Outlook 2003 for use with Nexus

1. Nexus configuration for new Outlook 2003 users

If you have not used Outlook 2003 before, these instructions will guide you through the process of setting up Outlook to connect to your Nexus account.

1. When you run Outlook for the first time, it will automatically prompt you to set up an account, by opening the Outlook Startup wizard. Click Next to continue.
   

   Figure 1. Startup Wizard
2. Outlook may offer to import your settings from an existing email program. You want to set up a new account, so choose Do not upgrade and click Next.
   

   Figure 2. Startup Wizard step 2
3. You are now asked if you want to configure an email account. Make sure that Yes is selected, and click Next.
   

   Figure 3. Account Configuration
4. Choose account type Microsoft Exchange Server and click Next.
   

   Figure 4. Choose type of account
5. Enter nexusoutlook as the Microsoft Exchange Server, and 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. Click More settings....
   

   Figure 5. Exchange Settings
6. Go to the Connection tab. At the bottom of the screen, tick the box labelled Connect to Microsoft Exchange using HTTP and then click Exchange Proxy Settings...
   

   Figure 6. More Settings
7. Enter nexus.ox.ac.uk as the URL to connect to my proxy server for Exchange.
   Ensure that the three boxes marked Connect using SSL only, On slow networks, ... and On fast networks, ... are checked.
   Select Basic Authentication type and click OK, then click OK again.
   

   Figure 7. Proxy Settings
   You may see a message that you need to restart Outlook, if so, then please remember to do so once you have finished setting up your account. Click Next to continue.
8. Click Finish on the Congratulations screen, to close the Account Wizard. There will probably be a short delay while Outlook establishes a connection with the Nexus server.
   

   Figure 8. Congratulations!
9. You will now be prompted to log in. Enter your University Single Sign-On username followed by @nexus.ox.ac.uk and your password. Click OK. There may now be a short delay while Outlook connects to your account.
10. You should now see your inbox on Nexus.

If you have any problems, in the first instance you should contact your local (College or Department) IT staff. If they cannot help then please contact the OUCS Helpcentre for further assistance.

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.
   
2. Click on the E-mail Accounts button to open the e-mail account wizard.
   

   Figure 9. Mail Setup screen
3. Click on the Add new email account radio button and then Next to continue.
   

   Figure 10. Add new email account
4. The Server Type screen appears. Select Microsoft Exchange Server and then click Next.
   

   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.
   

   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...'.
   

   Figure 13. The action could not be completed
7. Click on the OK button. A new screen will appear showing you your account details:
   

   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.
   

   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.
   

   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.
    

    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.
    

    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)
    

    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.
    

    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).
    

    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.
    

    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:
    

    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.
    

    Figure 24. E-mail Accounts screen
18. You may be asked to authenticate again:
    

    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.
    

    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.
    

    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.

3. Create an additional profile

If you want to use Outlook to connect to accounts on two different Exchange servers, or if you prefer to keep your Nexus account in a separate Outlook profile, then you will need to create an additional Profile.

1. To create a new Outlook 2003 profile, first close down Outlook. Then open the Windows Control Panel by clicking [Start->Settings->Control Panel]. Double-click the Mail icon to open the Mail Setup screen:
2. Click on the Show Profiles... button.
   

   Figure 28. Mail Setup Screen
3. In the window that pops up, tick the radio button before Prompt for a profile to be used, and then click OK.
   

   Figure 29. Existing profiles list
4. Re-start Outlook. You should now be prompted to choose a profile from the drop-down list, where the only option(s) is your current profile(s) (in this example 'Outlook').
   

   Figure 30. Choose Outlook Profile
5. Click on the New button to open the New Profile screen.
   

   Figure 31. New profile
   Type in a name for your new profile and click OK.
6. Follow the instructions for adding a new account, starting at Step 3 in the Nexus configuration for existing Outlook 2003 users section.
7. The next time you run Outlook, it will offer you a choice of profiles:
   

   Figure 32. Choose Outlook Profile
   Choose the new profile and click OK. Outlook will now launch the "Startup Wizard", as if you had never used Outlook before. Follow the instructions for new users at the Outlook Configuration instructions.

4. Where next?

If you have any problems, in the first instance you should contact your local (College or Department) IT staff. If they cannot help then please contact the OUCS Helpcentre for further assistance.