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Middlebury

Difference between revisions of "Create a new profile"

(Starting content updates to Windows profile details)
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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 2016: Windows==
 
#From the Start Menu, select the Control Panel.
 
#In the upper right hand corner, use the "Search Control Panel" function to search "Mail"
 
#From the results, select "Mail (32 Bit)" (or "Mail (64 Bit)", if that is there instead)
 
# In the window that appears, select "Show Profiles". [[File:view profiles.png|thumb|center]]
 
#Now, on the new window, select "Add..." and enter the name you wish to be associated with the account. [[File:add profile.png|thumb|center]]
 
#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 personal device, refer to the [[Email configuration]] page for more information.
 
#Underneath the list of profiles, select the radio button underneath that says "Always use this profile", then select your new profile from the dropdown list so that it is the default when opening Outlook.
 
Note: If you use shared folders, make sure caching is turned off before you begin this process. Learn how to do that [[Using_Outlook#How_to_Shut_Off_Cached_Mode_for_Shared_Folders|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. Here is the information on how to open a shared mailbox from your own account.
 
#Click on "File" at the top left corner of the Outlook window.
 
#Select the "Account Settings" drop down menu, and then "Account Settings..."
 
#Go to the Data Files tab and click on the "Settings" button, [[File:account settings.png|thumb|center]]
 
#Go to the Advanced tab and click the "Add..." button. [[file:add box.png|thumb|center]]
 
#Search for the name of the box you want, and select it from the options that appear based on your keyword.
 
#Make sure to uncheck "Download shared folders" before you exit this pane as well.
 
#Click OK and then Close.
 
  
===Additional Profiles for Direct Access to Other Accounts===
+
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 ==
 +
 
 +
#Close Outlook completely.
 +
#Click the Taskbar's magnifying glass to search for, then launch, the '''Control Panel''' app.
 +
#In the upper right hand corner, use the ''Search Control Panel'' field to search for '''Mail'''.
 +
#Click to select '''Mail (Microsoft Outlook 2016)'''.
 +
#In the ''Mail Setup - Outlook'' window, click the '''Show Profiles...''' button, shown below.[[File:View profiles.png|thumb|center|View profiles.png]]
 +
#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.[[File:Add profile.png|thumb|center|Add profile.png]]
 +
#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|Email configuration]] page for more information.
 +
#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.
 +
 
 +
Note: If you use shared folders, make sure caching is turned <u>off</u> before you begin this process. Learn how to do that [[Using_Outlook#How_to_Shut_Off_Cached_Mode_for_Shared_Folders|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. Here is the information on how to open a shared mailbox from your own account:
 +
 
 +
#Click '''File''' in the top left corner of the Outlook window.
 +
#Select the '''Account Settings''' drop down menu, and then '''Account Settings...'''
 +
#Go to the Data Files tab then click the '''Settings''' button, [[File:Account settings.png|thumb|center|Account settings.png]]
 +
#Go to the Advanced tab and click the "Add..." button. [[File:Add box.png|thumb|center|Add box.png]]
 +
#Search for the name of the box you want, and select it from the options that appear based on your keyword.
 +
#Make sure to uncheck "Download shared folders" before you exit this pane as well.
 +
#Click OK and then Close.
 +
 
 +
=== Additional Profiles for Direct Access to Other Accounts ===
 +
 
 
Should you need to access other accounts directly (i.e. by entering the username and password), this is how to create additional profiles for those as well. It will prompt you upon opening Outlook to choose which account you wish to access.
 
Should you need to access other accounts directly (i.e. by entering the username and password), this is how to create additional profiles for those as well. It will prompt you upon opening Outlook to choose which account you wish to access.
#At step 5 above, select the option "Prompt for a profile to be used"
+
 
 +
#At step 5 above, select the option "Prompt for a profile to be used"  
 
#Select "Add..." as above  
 
#Select "Add..." as above  
#Select "Manually configure server settings or additional server types" and click "Next" [[File:add additional accounts.png|thumb|center]]
+
#Select "Manually configure server settings or additional server types" and click "Next" [[File:Add additional accounts.png|thumb|center|Add additional accounts.png]]  
#Select the option outlined below for the account type and click "Next" [[File:choose service.png|thumb|center]]
+
#Select the option outlined below for the account type and click "Next" [[File:Choose service.png|thumb|center|Choose service.png]]  
#Enter the credentials of the additional account, and enter "mail.middlebury.edu" as the Exchange server, click "Next", then "Finish"
+
#Enter the credentials of the additional account, and enter "mail.middlebury.edu" as the Exchange server, click "Next", then "Finish"  
#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".
+
#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".  
 +
 
 +
&nbsp;
  
 +
== Outlook 2016: Mac ==
  
==Outlook 2016: Mac==
 
 
#After opening Outlook, go to the Menu Bar at the top, select Outlook, and then select Preferences.  
 
#After opening Outlook, go to the Menu Bar at the top, select Outlook, and then select Preferences.  
#In the window that appears, select Accounts[[File:preferences.png|thumb|center]]
+
#In the window that appears, select Accounts[[File:Preferences.png|thumb|center|Preferences.png]]  
#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. [[File:accounts.png|thumb|center]]
+
#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. [[File:Accounts.png|thumb|center|Accounts.png]]  
#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. [[File:account information.png|thumb|center]]
+
#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. [[File:Account information.png|thumb|center|Account information.png]]  
#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.
+
#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.  
#Should you need direct access to any additional accounts, enter them using the same process outlined above.
+
#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) ===
 +
 
 +
#Click Tools in the top ribbon
 +
#Select the "Accounts" button.
 +
#Select your Middlebury email account profile, and click the "Advanced" button. [[File:Accounts advanced.png|thumb|center|Accounts advanced.png]]
 +
#Go to the Delegates tab and click the + under "People I am a delegate for". [[File:Delegates.png|thumb|center|Delegates.png]]
 +
#Search for your mailboxes, and click on the correct ones based on your key word search.
 +
#Click OK and then close the Accounts window.  
  
===Accessing Additional Mailboxes From Your Primary Profile (Mac)===
+
=== Older versions of Outlook ===
#Click Tools in the top ribbon
 
#Select the "Accounts" button.
 
#Select your Middlebury email account profile, and click the "Advanced" button. [[file:accounts advanced.png|thumb|center]]
 
#Go to the Delegates tab and click the + under "People I am a delegate for". [[file:delegates.png|thumb|center]]
 
#Search for your mailboxes, and click on the correct ones based on your key word search.
 
#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 [[Office_2016|here]].
If you have an older version of Outlook, please upgrade to Office 2016. For more information, click [[Office_2016|here]].
 
  
[[Category:Outlook]]
+
[[Category:Outlook]] [[Category:Windows]] [[Category:Mac]] [[Category:Outlook 2016]] [[Category:Apple]] [[Category:Helpdesk Documentation]] [[Category:Public Search]]
[[Category:Windows]]
 
[[Category:Mac]]
 
[[Category:Outlook 2016]]
 
[[Category:Apple]]
 
[[Category:Helpdesk Documentation]]
 
[[Category:Public Search]]
 

Revision as of 10:14, 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.

Note: If you use shared folders, make sure caching is turned off before you begin this process. 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. Here is the information on how to open a shared mailbox from your own account:

  1. Click File in the top left corner of the Outlook window.
  2. Select the Account Settings drop down menu, and then Account Settings...
  3. Go to the Data Files tab then click the Settings button,
    Account settings.png
  4. Go to the Advanced tab and click the "Add..." button.
    Add box.png
  5. Search for the name of the box you want, and select it from the options that appear based on your keyword.
  6. Make sure to uncheck "Download shared folders" before you exit this pane as well.
  7. Click OK and then Close.

Additional Profiles for Direct Access to Other Accounts

Should you need to access other accounts directly (i.e. by entering the username and password), this is how to create additional profiles for those as well. It will prompt you upon opening Outlook to choose which account you wish to access.

  1. At step 5 above, select the option "Prompt for a profile to be used"
  2. Select "Add..." as above
  3. Select "Manually configure server settings or additional server types" and click "Next"
    Add additional accounts.png
  4. Select the option outlined below for the account type and click "Next"
    Choose service.png
  5. Enter the credentials of the additional account, and enter "mail.middlebury.edu" as the Exchange server, click "Next", then "Finish"
  6. 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".

 

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.