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Configuring Outlook 2007 for Nexus

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The method for setting up Outlook 2007 to connect to Nexus depends on whether or not you have already used Outlook 2007 on your current computer.

If you are having problems setting up Outlook 2007 using the Autodiscovery service, please follow the Instructions for setting up Outlook 2007 manually (on a separate page).

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.



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 images/autoWiz.png [Startup screen for Outlook 07]

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 images/autoUpgrade.png [Radio buttons to choose whether to upgrade from an existing program. Choose "Do not upgrade".]

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

Figure images/autoSetUp.png [Radio buttons to choose whether to set up an email account]

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 images/autoDetails_un.png [Text boxes to enter your name, email address, and password (twice)]

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

Figure images/autoConfiguring_un.png [A progress screen to show you the stage of connecting to the Nexus servers and retrieving your details]

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

Figure images/autoWarning.png [A warning screen asking for permission to connect to the Nexus server]

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 images/autoLogin.png [Login screen]

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

Figure images/autoConfirm_un.png [A confirmation screen stating "Your e-mail account is successfully configured to use Microsoft Exchange"]

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 images/MailSetup1.png [Screen offering options for changing mail setup]

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

Figure images/NewAccount.png [The E-mail tab lists your existing accounts and offers options to Add, Repair, Change, Set as Default, or Remove.]

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

Figure images/AccountType.png [Screen where you can choose which type of account you want to set up]

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 images/autoDetails_un.png [Text boxes to enter your name, email address, and password (twice)]

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

Figure images/autoConfiguring_un.png [A progress screen to show you the stage of connecting to the Nexus servers and retrieving your details]

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

Figure images/autoWarning.png [A warning screen asking for permission to connect to the Nexus server]

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 images/autoLogin.png [Login screen]

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

Figure images/autoConfirm_un.png [A confirmation screen stating "Your e-mail account is successfully configured to use Microsoft Exchange"]

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 images/MailSetup1.png [Screen offering options for changing mail setup]

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

Figure images/ProfileList.png [Shows a list of Outlook profiles, where the only entry is the default, "Outlook"]

Enter a name for the new profile and click OK.

Figure images/AddProfile.png [A box to type in a name for your profile, "Oxford Nexus" in the example]

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 images/ListProfiles.png [The new profile now appears in the list of Outlook profiles]

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

Figure images/ChooseProfileNexus.png [Drop-down list of available profiles]

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 images/accountSettings.jpeg [Screen showing the Account settings and allowing you to change the settings for exsting accounts.]

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

Figure images/emailAccount.jpeg [Screen allowing you to change the server and username settings for an existing email account.]

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 images/advancedTab.jpeg [The Advanced tab of the Microsoft Exchange window.]

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 images/addMailbox.png [The Add Mailbox pop-up prompting for the email address of the additional email account.]

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 images/configComplete.jpeg [Screen showing that the configuration is now 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 images/ServerProblem.png [Searching for account failed]

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 images/GoToManual.png [Checkbox is ticked for manual configuration. The rest of the options are greyed out]

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?

Now that you have configured Outlook 2007 you may like to have a look at further information on what you can do with your Nexus account:

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