1. From the Home screen (or whichever screen you’ve moved the icon to), click the Settings icon.
   
2. In the Settings screen, click Mail, Contacts, Calendars
   
3. Click Add Account
   
4. Click Microsoft Exchange
   
5. 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 jonathan.dough@smallbizco.net).
   • 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
6. Once you have verified that the information entered is correct, click Next.
   
7. 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.
   
8. 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).
   
9. 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.
10. 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.
    
11. Once the account has been validated, select which Exchange features you wish to synchronize with your phone, then click Save.
    
12. 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.

1. From the Home screen (unless you’ve relocated the icon) open the Settings app.
2. Click the Mail, Contacts, Calendars item in the list.
   
3. Click Add Account.
   
4. Click Microsoft Exchange at the top of the list.
   
5. 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 jon.dough@smallbizco.net, 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.
6. 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.
   
7. 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.
   
8. 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.
   
9. Click Done when finished.

The iPhone will now start the initial connection to the Exchange server and synchronize the selected information.

OK, they’re really small hoops, but it’s worth pointing out nonetheless because I had to Google quite a bit to uncover this tidbit. To remove the security code requirement from the iPhone, do the following:

1. Remove the Exchange account from the iPhone configuration.
2. Turn off the security code in the iPhone settings.
3. Add the Exchange account back to the iPhone configuration.

That’s it. If you’re prompted to create a security code when you re-add the Exchange account, then the Exchange policy hasn’t been modified correctly, and you need to dig into that. But if the requirement for the device security code has been correctly changed, you will not be prompted to enter a security code in step 3 above, and no reset of the iPhone is needed.

From the iPhone:

1. Press the Home button to bring up the Home screen.
2. Select Settings from the Home screen.
3. Select Mail, Contacts, Calendars from the Settings page.
4. Select Add Account.
5. Select Microsoft Exchange.
6. In the Email field, enter the e-mail address for the account.
   NOTE: this e-mail address must match EXACTLY with the default e-mail address on the account, case included. If the default e-mail address is First.Last@domain.com and you enter first.last@domain.com, you will run into issues with Calendar sync, and possibly other areas as well.
7. In the Username field, enter the domain user information in the format Domain\Username (i.e., smallbizco\jondough).
8. In the Password field, enter the account password.
9. If desired, you can change the Description field.
10. Select Next.
11. If you have a self-signed SSL certificate, you may get an “Unable to Verify Certificate” warning. Select Accept to continue.
12. In the Server field, enter the full public domain name for your server. This is the same as the web address you use to connect to Outlook Web Access. If your OWA address is https://mail.smallbizco.net/exchange, then enter mail.smallbizco.net in the Server field.
13. Select Next.
14. If you have a self-signed or unrecognized SSL certificate on the Exchange server, you will receive an “Unable to Verify Certificate” warning. Select Accept to continue.
15. Once the account has been verified, you will be able to select which information you want to synchronize: Mail, Contacts, and Calendar. Select the items you wish to synchronize to the iPhone by selecting On or Off for each item.
16. Select Save to create the account.
17. On some Exchange servers, you may be prompted after completing the account setup to configure a passcode for the device. Enter a passcode for the device and keep record of that passcode.

At this point, your iPhone is connected and ready to go. The first time the iPhone attempts to synchronize with the server, you may get the “Unable to Verify Certificate” warning again if you do not have a recognized SSL certificate. If you get this warning, select Accept. Otherwise, your selected items will sync to the iPhone from Exchange. You can go back to the home page and open the Mail app to review your mesages.