Archive for Exchange
Yes, it’s June 24, and the new iPhones have been hitting the streets, and a number of people have been updating their previous iPhone models to the iPhone OS 4 (IOS4). As we’ve done for the previous versions, here are instructions for connecting your iPhone 4 to an Exchange server.
- From the Home screen (or whichever screen you’ve moved the icon to), click the Settings icon.
- In the Settings screen, click Mail, Contacts, Calendars
- Click Add Account
- Click Microsoft Exchange
- Enter the information in the account screen:
- Enter your e-mail address *exactly* as the default account is set (for example, if your outbound e-mail address is Jonathan.Dough@smallbizco.net, enter it exactly that way – do not enter firstname.lastname@example.org).
- Enter your internal domain name (if needed)
- Enter your account name (this is the name used to log into your computer, it may or may not match your e-mail address)
- Enter your account password
- Enter a description for the account (Exchange will be the name if you do not put anything into the description field
- Once you have verified that the information entered is correct, click Next.
- You may see a warning that your server identity cannot be identified. This is expected if the server is Exchange 2003 or if the Autodiscover record for the server has not been set up properly. If you see this message, click Continue.
- If you did get the previous message that the phone could not verify the identity of the server, you will need to enter the name of the server. This will be the same address you enter to get to Outlook Web Access (i.e., if you use https://remote.smallbizco.net/owa as the address for your Outlook Web Access server, then enter remote.smallbizco.net in the Server field).
- You may receive a second warning that the server identity cannot be verified. This will be the case if your Exchange server has an invalid or untrusted SSL certificate. The iPhone can continue to communicate with the server using this certificate, and that communication is still secured. If this is the first, or second, time you get this warning, click Continue.
- If you receive a message that the Exchange account cannot be verified, click OK and make sure you have entered the account information correctly. This error will most often appear if a password has not been entered correctly or if the Domain information is incorrect.
- Once the account has been validated, select which Exchange features you wish to synchronize with your phone, then click Save.
- After creating the account, you can go back into the account settings to change the items you wish to synchronize, or to modify other synchronization options.
At this point, your iPhone will start to synchronize information with your Exchange account. Depending on the data connection speed of the iPhone and your server, along with how much data you have in your mailbox to synchronize, this process may take some time.
With the release of Mac OS 10.6 (aka “Snow Leopard”), Apple has incorporated the ability to connect the Mail, iCal, and Address Book apps natively with Exchange 2007. Unfortunately, support for this is NOT available for Exchange 2003 servers. Here’s how to set up Apple Mail:
- Open the Mail app.
- From the Mail menu, select Preferences (or press Apple-; to open Preferences).
- Select the Accounts tab in the Preferences window.
- Click the Add button (the “+” button in the lower left corner of the Accounts window).
- Enter the Full Name, Email Address, and Password for the Exchange account (NOTE: the e-mail address needs to match the default e-mail address on the Exchange account. In other words, if your outbound e-mail shows your address as Jonathan.Dough@smallbizco.net, then enter it exactly that way. Entering it as email@example.com may cause problems) and click Continue.
- If your Exchange server is correct set up for Autodiscover, the server will be found and automatic configuration will be attempted. Also, if your mail server is using a private SSL certificate, you may see one or more prompts about not being able to identify the server. If you have concerns, contact the team responsible for your mail server. Otherwise, click Continue or Connect if you see these prompts, but understand that you may be putting some account information at risk by doing so.
- If your e-mail address does not match your login name (i.e., the address is Jonathan.Dough@smallbizco.net, but the login is jonathandough), you will be prompted to enter your login credentials. Change the username to match the username you use to sign into Outlook Web Access, then click Continue.
- Once the account setup has confirmed the connection to the server, you will be prompted to set up your Address Book contacts and iCal calendars. Uncheck these boxes if you do not want to synchronize your iCal calendars with your Exchange calendars or your Address Book contacts with your Exchange contacts. Click Create when finished.
- Close the Accounts window when complete.
Now you will see a set of mail folders for your Exchange account under the Mailboxes section of Apple Mail. It may take some time for the folders to synchronize if you have quite a bit of mail on the server.
NOTE 1: When setting up Apple Mail to communicate with your Exchange 2007 server in this way, you are working directly with the information that is on the server, NOT on a local copy that has been downloaded on your Mac. That means that if you delete an e-mail from Apple Mail, it is immediately deleted from the server and will NOT be available to any other mail clients you may be using to access the information on your Exchange server (i.e., Outlook on a PC or a mobild phone that has native Exchange connectivity).
NOTE 2: If you have done an in-place upgrade from a previous version of Mac OS 10 to 10.6, there is a change that iCal may not be able to synchronize with the Exchange server. I have run into this issue and have not yet been able to find a solution, but others have not encountered this problem, so it’s unclear what the exact cause is at this point.
I originally posted instructions for configuring an iPhone 2.0 device to an Exchange server back when the iPhone 3G was originally released. While those instructions still hold for the most part, the iPhone interface has changed somewhat, so here’s an updated post with pics for connecting the iPhone 3.x OS to an Exchange server.
- From the Home screen (unless you’ve relocated the icon) open the Settings app.
- Click the Mail, Contacts, Calendars item in the list.
- Click Add Account.
- Click Microsoft Exchange at the top of the list.
- Enter your e-mail account information.
For the Email field, enter your default e-mail address exactly as it appears on your outgoing messages. This is important: if your outgoing e-mail address is Jon.Dough@smallbizco.net, you must match it exactly. If you enter firstname.lastname@example.org, you may encounter issues with calendar items. You may not need to enter the Domain field, but do enter it if you know what it is. Your username and password should match what you enter to access Outlook Web Access or your network account. If you do not know this information, you will need to get it from your system administrator.
- Once you have entered the account information, click Next. The iPhone will attempt to connect to your mail server. You may be prompted to enter the name of the mail server if it could not be found automatically. This is the same as the server you use to access Outlook Web Access. If your Outlook Web Access server is https://remote.smallbizco.net/owa, then you need to enter remote.smallbizco.net as the mail server. Then click Next.
- If the iPhone cannot correctly validate the security certificate on your mail server (this may be the case if your Exchange server is running on Small Business Server 2003 or 2008), you will be asked what to do about the connection. If you know you have entered the correct information about your mail server, click Accept. If not, click Cancel.
- Choose which items from the Exchange server you want to sync with your iPhone. If you already have your contacts or calendar synchronizing with another source, you may want to hold off on selecting those to avoid a potential loss of data.
- Click Done when finished.
The iPhone will now start the initial connection to the Exchange server and synchronize the selected information.