Middlebury

Difference between revisions of "Create a new profile"

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(Finished Windows profile updates)
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#Select '''Add... '''as above.  
 
#Select '''Add... '''as above.  
 
#Select '''Manual setup or additional server types''' then click '''Next''', as shown below.<br/> <br/> [[File:Add additional accounts.png|thumb|center|Add additional accounts.png]]<br/> &nbsp;  
 
#Select '''Manual setup or additional server types''' then click '''Next''', as shown below.<br/> <br/> [[File:Add additional accounts.png|thumb|center|Add additional accounts.png]]<br/> &nbsp;  
#From the ''Add Account'' window, choose '''Outlook.com or Exchange ActiveSync compatible service''' as shown below, then click '''Next'''.[[File:Choose service.png|thumb|center|Choose service.png]]  
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#From the ''Add Account'' window, choose '''Office 365 '''and supply the full email address, then click '''Next'''.<br/> [[File:Outlook-Choose Service.jpg|Outlook - Choose Service]]  
#Enter the credentials of the additional account, and enter "mail.middlebury.edu" as the Exchange server, click "Next", then "Finish"
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#You should be returned to the ''Add Account'' window.&nbsp;
#When you open Outlook, choose the profile you need - if prompted for credentials, you may need to enter them as "midd\username" rather than just "username".  
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#*Check the box to '''Change Account Settings '''-- you'll want to turn off cached mode on shared folders.
 +
#*'''UN'''check the option for Outlook mobile setup if not desired.
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#*Click '''Next'''. 
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#From the ''Add Account, Server Settings'' window, click the '''More Settings...''' button.  
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#Click the '''Advanced '''tab on the ''Microsoft Exchange'' window.
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#Finally...&nbsp; '''UN'''check the box beside '''Download shared folders''' then click '''OK.'''
 +
#To wrap up, click '''Finish''', then '''OK '''to close out the remaining dialog boxes.
 +
#When you launch Outlook, you'll be able to choose the profile you need.  
  
 
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Revision as of 14:18, 9 April 2020

Here is how to create a new profile in Microsoft Outlook. If you are creating a new profile in response to the move to the cloud, it's best not to delete the old one so you can reference the old profile if necessary for e.g. view settings.

 

Outlook for Windows

  1. Close Outlook completely.
  2. Click the Taskbar's magnifying glass to search for, then launch, the Control Panel app.
  3. In the upper right hand corner, use the Search Control Panel field to search for Mail.
  4. Click to select Mail (Microsoft Outlook 2016).
  5. In the Mail Setup - Outlook window, click the Show Profiles... button, shown below.
    View profiles.png
  6. From the Mail window, click the Add... button then enter a profile name to identify this account.  The name only displays in your profile list and can be whatever you'd like to use.
    Add profile.png
  7. Windows will automatically take your credentials from your login to set you up with your new email profile. If you are setting this up on a personally-owned device, refer to the Email configuration page for more information.
  8. Before applying your changes on the Mail window, select the radio button that says Always use this profile, then select your new profile name from the dropdown list so that it is the default when opening Outlook.

Important: If you use shared folders, turn off cached mode for shared folders now to avoid syncing issues.  Learn how to do that here.

 

 

Accessing Additional Mailboxes From Your Primary Profile

Many people have access to more than one mailbox, such as a shared departmental account or a senior administrator you assist, without knowing the password of the account. Depending on permission levels, these accounts may appear in your Outlook profile on their own, after five or ten minutes.

These instructions explain how to open a shared mailbox from your own account if it does not automatically appear:

  1. Click File in the top left corner of the Outlook window.
  2. Click the Account Settings button, then choose Account Settings... from the drop-down list.
  3. From the Account Settings window, click the Data Files tab then click Settings..., as shown below.
    Account settings.png
  4. From the Microsoft Exchange window, click the Advanced tab then click the Add... button.
    Add box.png
  5. Search for the name of the desired account/mailbox, then select it from the list that appears.
  6. IMPORTANT:  Make sure to UNcheck Download shared folders to avoid syncing issues.
  7. Click OK then Close.  Please note that it can take time for the email and other data to display in your account.  Syncing progress will display along the bottom of the Outlook window.

 

 

Additional Profiles for Direct Access to Other Accounts

In certain situations you need direct access to an account using a separate Outlook profile in order to accomplish specific tasks.  For example, mail merge to email requires this type of setup in order to have outgoing email show as coming from an account other than your own. 

  • Most tasks pertaining to other accounts, such as adding/modifying Inbox rules and Out-of-Office messages, can be done using Webmail without need for a separate Outlook profile.

The following instructions explain how to create a separate profile for an account to which you already have "send as" permission; that is, you can send messages from the other account and that account appears in the "From" field as the sender.

  1. Follow steps 1-5 in the "Outlook for Windows" section above to start creating the new profile.
  2. At step 6, select the option Prompt for a profile to be used.  This will cause Outlook to present the profile list when launched so you can pick the one you want.
  3. Select Add... as above.
  4. Select Manual setup or additional server types then click Next, as shown below.

    Add additional accounts.png

     
  5. From the Add Account window, choose Office 365 and supply the full email address, then click Next.
    Outlook - Choose Service
  6. You should be returned to the Add Account window. 
    • Check the box to Change Account Settings -- you'll want to turn off cached mode on shared folders.
    • UNcheck the option for Outlook mobile setup if not desired.
    • Click Next.
  7. From the Add Account, Server Settings window, click the More Settings... button.
  8. Click the Advanced tab on the Microsoft Exchange window.
  9. Finally...  UNcheck the box beside Download shared folders then click OK.
  10. To wrap up, click Finish, then OK to close out the remaining dialog boxes.
  11. When you launch Outlook, you'll be able to choose the profile you need.

 

Outlook 2016: Mac

  1. After opening Outlook, go to the Menu Bar at the top, select Outlook, and then select Preferences.
  2. In the window that appears, select Accounts
    Preferences.png
  3. In the accounts window, you will see the accounts you used to use. These should save your previous emails and information from the time before the Hosted Exchange switch. Select the + button in the lower left hand corner to continue.
    Accounts.png
  4. Enter your credentials and click Add Account when you are done. Email address and Username are the same. Make sure you leave "Configure Automatically" checked.
    Account information.png
  5. When your new account is selected, click on the gear across from the + you clicked earlier in the Accounts window to make the new account the default when using Outlook.
  6. Should you need direct access to any additional accounts, enter them using the same process outlined above.

Accessing Additional Mailboxes From Your Primary Profile (Mac)

  1. Click Tools in the top ribbon
  2. Select the "Accounts" button.
  3. Select your Middlebury email account profile, and click the "Advanced" button.
    Accounts advanced.png
  4. Go to the Delegates tab and click the + under "People I am a delegate for".
    Delegates.png
  5. Search for your mailboxes, and click on the correct ones based on your key word search.
  6. Click OK and then close the Accounts window.

Older versions of Outlook

If you have an older version of Outlook, please upgrade to Office 2016. For more information, click here.