Configuring Outlook 2007 for Nexus

1. First-time configuration of Outlook 2007

Outlook 2007 will automatically configure itself to connect to your Nexus mailbox - you just need to supply your username and password. This process is called Autodiscovery.

When you start Outlook for the first time, a Wizard will start. Click Next on the first screen to get started:

Figure 1. Startup Wizard inital screen

If the Wizard does not start automatically then you should follow the instructions at 2. Add to or Change existing accounts.

If you have another email program installed such as Eudora or Outlook Express, Outlook may offer to upgrade, which means it would copy your email messages and account settings from the existing program. However, at this stage you are setting up a new account so if you get the Email Upgrade Options screen, choose Do not upgrade and click Next (You can import your messages from an existing account later, by using the Import and Export Wizard).

Figure 2. Email Upgrade Options

Whether you get the Email Upgrade Options screen or not, the Account Configuration window then opens. Select Yes and click Next to continue:

Figure 3. Account Configuration

In the Add New E-mail Account window, enter your name in the Your Name box and your email address into the field marked E-mail Address. You also have to enter your Single Sign-On password (twice). Click Next to continue:

Figure 4. Auto Account Set-up

Outlook will then attempt to connect to the Nexus servers to retrieve your account settings. You will see a screen like:

Figure 5. Configuring

You may see a warning screen asking for permission to connect to the server, if so then click Allow:

Figure 6. Connection Warning

Next you will be asked to log in. Enter your Single Sign-On user name in the format: username@nexus.ox.ac.uk and your password and click OK.

Please note username@nexus.ox.ac.uk is NOT your email address, it is only used by the auto-discovery system to find an account.

Figure 7. Connect to server

Finally you will see a confirmation screen; click Finish to complete the set-up:

Figure 8. Confirm account set-up

There will now be a short delay while Outlook retrieves all your data from the server. When you see the Congratulations! message it means your Nexus account is now set up and ready to use.

Problems? Solutions to some more common problems are provided in the Problems? section.

2. Add to or Change existing accounts

If you are currently using (or have previously used) Outlook 2007 to connect to an email account on your current computer, you will already have an Outlook Profile. The instructions below describe how you can add your Nexus account to this existing profile, so that you can see it listed alongside your existing account(s). Note however: if your existing email account is on an Exchange server (usually giving you access to shared calendars etc), you have to 3. Create an additional profile instead. If you prefer to keep your new Nexus account completely separate from other email accounts you access with Outlook 2007, you should also 3. Create an additional profile, even if the other accounts are not Exchange accounts.

To add your Nexus account to your Outlook 2007 profile, you must first close down Outlook. Then open the Windows Control Panel by clicking [Start->Settings->Control Panel] or [Start->Control Panel]. Double-click the Mail icon to open the Mail Setup screen:

Figure 9. Mail Setup Screen

Click on E-mail Accounts... to open Outlook Account Settings:

Figure 10. Account Settings Screen

Click New... to set up a new account. You now need to select Microsoft Exchange, POP3, IMAP or HTTP and click Next.

Figure 11. Select Account Type

Type in your email address into the E-mail Address box. Also enter your real name, and your Single Sign-on password (twice) into appropriate boxes. Click Next to continue:

Figure 12. Auto Account Set-up

Outlook will then attempt to connect to the Nexus servers to retrieve your account settings. You will see a screen like:

Figure 13. Configuring

You may see a warning screen asking for permission to connect to the server, if so then click Allow:

Figure 14. Connection Warning

Next you will be asked to log in. Enter your Single Sign-On user name in the format: username@nexus.ox.ac.uk and your password and click OK.

Please note username@nexus.ox.ac.uk is NOT your email address, it is only used by the auto-discovery system to find an account.

Figure 15. Connect to server

Finally you will see a confirmation screen; click Finish to complete the set-up:

Figure 16. Confirm account set-up

You will now see a warning telling you that you have changed where some of your email messages and calendar information is stored. Click OK to close the warning screen and then click Close and Close again to close down the Mail settings screens. You can now open Outlook and you will find your Nexus account set up and ready to use.

3. Create an additional profile

If you want to use Outlook to connect to more than one email account, you can do that. If you have more that one account connecting to an Exchange server, you have to create an additional profile for each account. If only one of your accounts is an Exchange account (like Nexus, giving you access to (shared) calendars and address books etc), you only have to create an additional profile if you prefer to keep your Nexus account in a separate Outlook profile.

To create a new Outlook 2007 profile, you must 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:

Figure 17. Mail Setup Screen

Click on the Show Profiles... button, and then click Add to set up your new profile.

Figure 18. List of existing profiles

Enter a name for the new profile and click OK.

Figure 19. Add a profile

You will now be taken into the account set-up wizard, but Cancel this for now and click OK on the resulting warning, to create the profile and return to the list of profiles. Now select the option Prompt for a profile to be used, and then click OK.

Figure 20. List of profiles

The next time you run Outlook, it will offer you a choice of profiles:

Figure 21. 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. Running multiple Nexus mailboxes under one profile

If you are the owner of more than one Nexus account it is possible to see all of them under a single profile. To configure this folow the steps below:

Open Outlook 2007 and click on the [Tools] Menu,then click [Account Settings].

The Account Settings screen appears. Click on Change… .

Figure 22. Account settings screen

In the Change E-mail Account window, click on More Settings… to open a window entitled Microsoft Exchange screen.

Figure 23. Change E-mail Account screen

In the Microsoft Exchange window, click on the [Advanced] tab.

Please note: theCached Exchange Mode Settings in the [Advanced] tab. These are the recommended settings.

Figure 24. Advanced tab of Microsoft Exchange screen

Click the Add... button and type in the email address of the additional email account. Click OK to return to the Microsoft Exchange window.

Figure 25. Add Mailbox pop-up.

When you return to the Microsoft Exchange window, click OK again to close the window. You are now returned to the Change E-Mail Account window.

In the Change E-Mail Account window, click Next and Finish to complete the configuration.

Figure 26. Configuration complete

The additional mailbox will appear below the primary mailbox.

5. Problems?

Autodiscovery fails

If the autodiscovery step fails to connect to the server, or fails to verify your username and password, you will see an error symbol against Search for <username> server settings:

Figure 27. Problem connecting to server

Outlook will then offer to try to connect via an unencrypted route, but this is not supported, so click Back to go back and check that you have entered the correct details on the previous screen. If you still cannot connect then you will need to set your account up manually. Go back to the Account Setup screen, and tick the box marked Manually configure server settings or additional server types,

Figure 28. Go to Manual setup

You will need to enter the server settings yourself. Please see Manual Configuration Instructions for more details.

Cannot see email 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.

Other problems

If you continue to have problems then please contact your local IT support staff at your college or department in the first instance.

If you have any problems using Nexus with Outlook 2007, 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.

6. Where next?