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How To Configure Outlook 2007 For Exchange (Windows XP/Vista)

This document provides instructions for configuring Microsoft Outlook 2007 for use with Microsoft Exchange-based email and calendaring.

Outlook 2007 is one of several email clients in use on campus and is not supported by all Schools and Centers. For the recommended email client you should use, see Email Specifications by School or ask your Local Support Provider (LSP).

Important note: you must update Office 2007 prior to configuring Outlook. The Outlook version number should be 12.0.4518.1014 or above.

If you need to configure Outlook 2007 for ISC Exchange, but have already been using Outlook 2007 with POBOX Classic, please see the instructions on the Provider Notes Wiki article called Outlook 2007 to Exchange.

Some user domains provisioned with an autodiscover domain name, i.e. autodiscover.servername.upenn.edu, will find that their Outlook 2007 configuration is dramatically simplified and requires only entering an email address in the Outlook configuration screen. Please contact your LSP for more information.

  1. Launch Outlook 2007.
  2. If Outlook has not been previously used, an Outlook 2007 Startup window will appear. If Outlook has been previously used, go to step 4.
  3. Click the Next button. Under E-mail Accounts, choose the Yes radio button. Go to step 8.
  4. Go to Tools > Account Settings
  5. Click on the E-mail tab.
  6. Click the New... button. The next screen is Choose E-mail Service.
  7. Choose the Microsoft Exchange, POP3, IMAP, or HTTP radio button.
  8. Click the Next button. The next screen is Auto Account Setup.
  9. In the Your Name: field, enter your name as you wish it appear on outgoing messages.
  10. In the E-mail address field, enter your full Exchange email address, e.g. username@exchange.upenn.edu
  11. In the Password: field, enter your email password.
  12. In the Retype Password: field, enter your email password again.
  13. Click the Next button. The next screen is Online search for your server settings...

  14. When Outlook connects to the server for the first time it will prompt you for your username and password at the autodiscover.exchange.upenn.edu dialog box.
  15. In the User name: field, enter kite\username, making sure to include kite\ prior to your username
  16. In the Password: field, enter your email password.
  17. Click the OK button. You will be returned to the Online search for your server settings screen.
  18. Enable the Manually configure server settings checkbox.
  19. Click the Next button. The next screen is Microsoft Exchange Settings.
  20. Click the More Settings button. The Microsoft Exchange option dialog will load.
  21. Click the Connection tab.
  22. Under Outlook Anywhere, ensure the Connect to Microsoft Exchange using HTTP checkbox is enabled.
  23. Click the Exchange Proxy Settings button. The next screen is Microsoft Exchange Proxy Settings.
  24. In the Use this URL to connect to my proxy server for Exchange: field, enter mail.exchange.upenn.edu
  25. Enable the Connect using SSL only checkbox is enabled.
  26. Ensure the On fast networks, connect using HTTP first, then connect using TCP/IP and the On slow networks, connect using HTTP first, then connect using TCP/IP checkboxes are enabled.
  27. Click the OK button.
  28. Click the Apply button. A dialog box will inform you that you must restart Outlook for these changes to take effect.
  29. Click the OK button.
  30. Click the Finish button. You will be presented with a User Name dialog box.
  31. In the Name: field, enter your real name.
  32. In the Initials: field, enter your initials.
  33. Click the OK button. The Privacy option screen will load.
  34. Click the OK button. Outlook will ask wether you want to synchronize your RSS feeds with the Windows common feed list. Click the Yes or No button, depending on your preference. Your Outlook data will begin to load.

Enabling LDAP in Outlook 2007

To use Outlook 2007 with the Penn Online Directory, you must enable LDAP.

  1. On the Tools menu, click Account Settings... and click the Address Books tab.
  2. Click the New... button. The Directory or Address Book Type screen will appear.
  3. Select the Internet Directory Service (LDAP) radio button and click the Next button. The Directory Service (LDAP) Settings screen will appear.
  4. In the Server Name: field, enter directory.upenn.edu
  5. Enable the This server requires me to log on checkbox.
  6. In the User Name: field, enter uid=username, ou=PennPeople, dc=upenn, dc=edu, where username is your actual PennKey name.
  7. In the Password: field, enter your PennKey password.
  8. Click the More Settings... button. The Microsoft LDAP Directory screen will appear.
  9. In the Port: field, enter 636
  10. Enable the Use Secure Sockets Layer checkbox.
  11. Click the Search tab.
  12. Select the Custom: radio button in the Search Base section.
  13. In the Custom: field, enter ou=PennPeople, dc=upenn, dc=edu
  14. Click the Apply button and click the OK button. You will return to Directory Service (LDAP) Settings screen.
  15. Click the Next button, click the Finish button, and click the Close button.

Support

Primary computing support is usually located in the schools, units, and residences, close to the faculty, staff, and students being served. Contact lists are available for:

To look up your local support provider, select your University affiliation above. You also may call First Call at 215-573-4778 to request a referral if you are not sure who to contact.

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