Users can set up a Microsoft Exchange Server account automatically by using the Account Setup Assistant, or they can set it up manually by typing in the account information. For users of Exchange 2007 Service Pack 1 ( SP1) and Entourage 2008 SP1, the Autodiscover serviceA service that returns server configuration information for a mobile device or other client by using only the user's SMTP e-mail address and password., which supports automatic discovery of account settings, makes it easier for users to configure Exchange accounts in Entourage 2008.
 | Preparing the infrastructure |
Before you provide your users with instructions to set up a Microsoft Exchange Server account, you must understand the different server and server roles that Entourage 2008 connects to in your organization's Exchange 2007 environment. For information about Exchange server requirements, see Exchange Server and related requirements for Entourage 2008 in the Office 2008 Planning section.
When a user configures an account, the Entourage 2008 Account Setup Assistant queries the DNS server to locate a domain controller. Next, it finds the Exchange server that hosts the user's mailbox and then connects to the server to begin synchronization. The mailbox contains private data that belongs to an individual user and contains mailbox folders that are generated when a new mailbox is created for that user. For more information about the mailbox server, see the Exchange Server
page on the Microsoft
TechNet Web site (technet.microsoft.com).To perform the DNS Server query, the Account Setup Assistant uses a DNS server that is configured in Mac OS X under Network Preferences. It is important that the user's Network settings in System Preferences are properly configured with the appropriate search domains and DNS server because Entourage uses this information to find servers on a network.
Entourage 2008 connects to the Public Folder server to access the public foldersA feature of Microsoft Exchange Server that provides a way to collect, organize, and share information with others in an organization. Public folders are often used by project teams or user groups to share information about a common area of interest. You can use public folders in Entourage, to view and post messages, events, and contacts.
The Exchange server that stores public folders is also usually used to store users' free/busy scheduling information..Note Entourage 2004 connects to the Public Folder server to access both the public folders and the free/busy information. Entourage 2008 uses the Microsoft Exchange Server 2007 Availability service in Exchange 2007 to retrieve free/busy information for users.
Entourage 2008 connects to an LDAPAn acronym for Lightweight Directory Access Protocol, a protocol that provides access to Internet directories. server, which in an Active Directory-based environment is the Global Catalog server. The Global Catalog server is a distributed data repository in an Active Directory environment that hosts the Global address list (GAL) of your Exchange organization.
Entourage 2008 uses the Client Access server as the connection point to connect to the Exchange 2007. In addition to being the connection point for client applications, the Client Access server supports the following Exchange 2007 Web ServicesA Web Service is an application available on the Web that other applications can share, regardless of the platform and the language that the applications use. Other application developers can subscribe to the Web Service without having to implement the code themselves. This is because of the open standards that Web Services support, such as XML, Simple Object Access Protocol (SOAP), Web Service Description Language (WSDL), and Universal Description, Discovery and Integration (UDDI).: Autodiscover service and Availability service. The Autodiscover service enables automatic detection of client profiles during the Microsoft Exchange account setup in Entourage 2008. The Availability service retrieves free/busy information as stated earlier.
When connected to an Exchange 2007 SP1 Client Access server, Entourage 2008 also supports the delegate management service.
Note Entourage 2008 uses Port 80 (without SSL) or 443 (with SSL) depending on the related configuration of the Exchange 2007Client Access server. For more information on the default port requirements for Entourage 2008, see Default ports for Entourage 2008 in the Office 2008 Planning section.
If you enable Secure Sockets Layer (SSL) in Entourage 2008 for a server that is associated with a Microsoft Exchange account, all Entourage 2008 communications with the SSL-enabled server are encrypted. For more information about how to enable SSL in Entourage 2008, see Enable Secure Sockets Layer in the Office 2008 Planning section.
For more information about how to configure SSL on Exchange 2007, see the Exchange Server page
on the Microsoft
TechNet Web site (technet.microsoft.com).Entourage 2008 supports Kerberos protocolA network authentication protocol that is frequently used to encrypt passwords that are being sent over the Internet. as a method of authentication with Exchange Server and standalone LDAP accounts. For more information about Kerberos authentication in Entourage, see Using Entourage 2008 with Kerberos authentication in the Office 2008 Planning section.
| Configuring an Exchange account in Entourage |
Set up an Exchange account automatically
Users can set up their Exchange account automatically by performing the following steps:
Note To set up an Microsoft Exchange account automatically, users must know their Microsoft Exchange account e-mail address.
Make sure that your computer is connected to your organization's network.
On the Entourage menu, click Account Settings.
Click the arrow next to New
, and then click Exchange.
If the New Account screen appears, click Setup Assistant.
In the Account Setup Assistant, type your e-mail address in the E-mail address box, select the My account is on an Exchange server check box, and then click the right arrow to continue.
Follow the instructions in the Account Setup Assistant.
Set up an Exchange account manually from inside your organization's network
Users can set up their Exchange account manually from inside the organization's network by performing the following steps:
Note To set up a Microsoft Exchange account manually, users must have the following information: their e-mail address, account ID, password, domain, the name of the Microsoft Exchange server, and the name of the organization's LDAP server that the Microsoft Exchange account uses for the Global address list (GAL). They may also need the name or address of your public folders server and other information about your organization's Microsoft Exchange server configuration. In addition, if your organization is using two-factor authenticationAuthentication that requires two separate items or tasks to verify a user’s identity. For example, a system that uses two-factor authentication might require a certificate in addition to a password to access network resources. Two-factor authentication is typically used in high-security environments such as banks and government institutions., users may need to add a client certificate.
Make sure that your computer is connected to your organization's network.
On the Entourage menu, click Account Settings.
Click the arrow next to New
If you see the Account Setup Assistant, click Configure Account Manually.
On the Account Settings tab, in the Account name box, type the name that you want to use to refer to this account in Entourage.
Under Personal Information, type the name and the e-mail address that you want to use.
The name that you type appears in the "From" field of mail messages that you send from the account.
Do one of the following:
To set up an account that uses
Do this
An authentication method other than Kerberos
Click Use my account information, and then enter your Account ID, domain, and password.
Kerberos authentication
Click Use Kerberos authentication, and then click a Kerberos ID.
To create a new ID, click the Kerberos ID pop-up menu, and then click Create a new ID.
Under Server information, in the Exchange server box, type the name or address of your Microsoft Exchange server.
Click the Advanced tab, and then under Public Folder Settings, in the Public folders server box, type the name or address of your public folders server.
Under Directory Settings, in the LDAP server box, type the name or address of your directory service server.
To add a client certificate for two-factor authentication, under Client Certificate-based Authentication, click Select.
Note If your authentication certificate is located on a smart card, make sure to insert the card into the reader before clicking Select.
To set digital signing and encryption options, click the Mail Security tab, and then choose the options that you want.
Depending on how your account administrator has set up your account, you may be asked to enter your "Realm." This is another name for a "domainIn an e-mail address, the domain is that part of the address after the "@" symbol. For example, in the address "example@alpineskihouse.com", the domain is "alpineskihouse.com".
A domain is also referred to as a "realm." If you need to log into an Exchange
account using a realm, enter the name in capital letters, for example, ALPINESKIHOUSE.COM.." If you are asked to enter your "Realm" to log on to a Microsoft Exchange
account, you must enter the name in all uppercase letters, such as "ALPINESKIHOUSE.COM".
Set up an Exchange account manually from outside your organization's network
Users can set up their Exchange account manually from outside the organization's network by performing the following steps:
Note To set up a Microsoft Exchange account from outside your organization's network, users must have the following information: their e-mail address, account ID, password, domain, the name of the organization's Outlook Web Access server. They may also need the name or address of your public folders server and other information about your organization's Microsoft Exchange server configuration. In addition, if your organization is using two-factor authenticationAuthentication that requires two separate items or tasks to verify a user’s identity. For example, a system that uses two-factor authentication might require a certificate in addition to a password to access network resources. Two-factor authentication is typically used in high-security environments such as banks and government institutions., users may need to add a client certificate.
On the Entourage menu, click Account Settings.
Click the arrow next to New
If you see the Account Setup Assistant, click Configure Account Manually.
On the Account Settings tab, in the Account name box, type the name that you want to use to refer to this account in Entourage.
Under Personal Information, type the name and the e-mail address that you want to use.
The name that you type appears in the "From" field of mail messages that you send from the account.
Click Use my account information, and then enter your Account ID, domain, and password.
Note Kerberos authentication does not work if your computer is outside your organization's network.
Under Server information, in the Exchange server box, type the address of the Outlook Web Access server, for example mail.example.com.
If your organization uses Microsoft Exchange 2000 Server or Microsoft Exchange Server 2003, paste in the Web page address that you use to access Outlook Web Access, for example http://mail.example.com/exchange.
Note In most cases when you connect from outside your organization's network, you should check This DAV service requires a secure connection (SSL).
To add a client certificate for two-factor authentication, click the Advanced tab, and then under Client Certificate-based Authentication, click Select.
Note If your authentication certificate is located on a smart card, make sure to insert the card into the reader before clicking Select.
To set digital signing and encryption options, click the Mail Security tab, and then choose the options that you want.
Note To enter the address of your organization's
public foldersA feature of Microsoft Exchange Server
that provides a way to collect, organize, and share information with others in an organization. Public folders are often used by project teams or user groups to share information about a common area of interest. You can use public folders in Entourage, to view and post messages, events, and contacts.
The Exchange
server that stores public folders is also usually used to store users' free/busy scheduling information.
server or
LDAPAn acronym for Lightweight Directory Access Protocol, a protocol that provides access to Internet directories.
server, click the Advanced tab of the Edit Account dialog box. The public folders server is frequently the same address as the Exchange
server, for example,
mail.example.com.
