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65.029 How to configure SmarterMail on Outlook using Exchange

Docs

Document Control 

Document Name 

65.028029 How to configure SmarterMail on your Android deviceOutlook using Exchange

Version 

v1.0 Current

Author 

Neil Tancock, IT Services (Safeharbour Support Ltd), neil@safeharboursupport.com 

Approval 

Safeharbour Support 

Approval date 

01-JAN-2025 

Review date 

31-DEC-2027 

Absract 

SmarterMail users can syncronisesync their email,email calendarto andthe contactsiPhone betweenor theiriPad's SmarterMailMail account and their Android device(s)app by configuring an Exchange ActiveSyncIMAP account. UnlikeWith otheran synchronisationIMAP methods,account, Exchangeyou ActiveSyncwill usescreate directa push technology totwo-way sync email,between calendars,SmarterMail and contactsthe todevice, where all emails folders are synced. This means that when you log into the SmarterMail Web interface, actions you performed within the Mail app on your iPhone or iPad will automatically appear in realthe time.Web interface, and vice versa.

Scope 

This document applies to all clients of Safeharbour Support Ltd

Inputs 

None 

Outputs 

None

 

Change Control 

Date 

Author 

Version 

Change 

02-DEC-2024 

Neil Tancock 

0.0 

First version

01-JAN-2025 

Neil Tancock 

1.0 

Approved 


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SmarterMail users can syncronisesync their email,email calendarto andthe contactsiPhone betweenor theiriPad's SmarterMailMail account and their Android device(s)app by configuring an Exchange ActiveSyncIMAP account. Unlike other synchronisation methods, Exchange ActiveSync uses direct push technology to sync email, calendars, and contacts to your iPhone or iPad in real time.

With an ExchangeIMAP ActiveSync connection,account, you will create a two-way sync between SmarterMail and yourthe device, where all emails,emails calendar entries and contactsfolders are synced. This means that when you log into the SmarterMail Web interface, actions you performed within the Mail app on your AndroidiPhone device(s)or iPad will automatically appear in the Web interface, and vice versa. Exchange ActiveSync is also know by the abbreviation EAS.

Follow
these

steps to configure a SmarterMail IMAP connection on your Outlook program
Note:  You must be set up as and Exchange ActiveSync user to connect using this method. If you are not set up as an Exchage ActiveSync user please contact us to request it.

We will have sent you your email hostname, username and password in a welcome email.  Please have that to hand before starting this procedure.  If you don't have it please contact Hello Comtec and we will re-send it to you.

  1. Open Outlook.
  2. Either use the default Profile Outlook gives you (named, appropriately enough, "Outlook") or create a new Profile for this account.
    1. If you want, you can choose to have Outlook prompt you for a specific profile when it opens, or you can set Outlook to always open a specific Profile -- it's your choice.
  3. Enter the full email address you want to set up.
  4. Click the Next button.
  5. You may be presented with an Advanced Setup modal -- select Exchange from the list of options if you are. (Office 365 may be selected by default -- BE SURE to change that select to Exchange to set up a MAPI connection to SmarterMail.)AvatarHandler.ashx?kbattchid=36
  6. If you are prompted with a certificate warning, click the Yes button to accept the certificate. (This will generally only occur if you haven't accepted a connection that uses the same SSL certificate before.)
  7. During the set up process, you'll see a Windows Security modal that asks for a password -- input your mail account password and check the box to "Remember my credentials". Checking this box saves your credentials in Windows Credential manager.
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  8. Click the OK button.
  9. After you input your password, Outlook will ask you to set your sync settings. This, essentially, is telling Outlook how far back to go to sync your account. By default, 1 year is selected, which is a good place to start. If you have a large mailbox -- say, 5GB or more -- you may want to limit the sync to 6 months or less, if possible. Regardless, you can always change this in Account Settings once the account is set up.
    AvatarHandler.ashx?kbattchid=39
  10. Click the Next button.
  11. You will automatically have the account set up in Outlook, and should see the following window:
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  12. Clicking the Done button will open Outlook -- if you have Outlook set to select a Profile each time you open it, you'll have to select your newly-created Profile from the dropdown menu. Otherwise, Outlook should open and start syncing to your SmarterMail account.


FollowTroubleshooting
these
MAPI integration with SmarterMail is not without potential issues. This is primarily due to how ingrained Outlook for Windows is in the Microsoft ecosystem, Office 365 in particular. We worked long and hard to try and avoid any possible roadblocks, but there are some that even Microsoft can't help resolve. So, below are some potential issues you may run into, and the steps we've found that can help work around those issues. 

When using autodiscover, I'm prompted with a Microsoft Office login window as opposed to configurea Windows Security modal
This is probably because the domain you're using either was on Office365 in the past, but isn't now, or you're using Office365 for the online productivity suite, but not the Exchange portion. As such, Microsoft has cached the domain in its internal systems and is therefore defaulting to Office365 when doing its own lookups.

If you're running something like Fiddler when you're trying to connect your iPhoneaccount, you'll notice that, regardless of the domain being used, Microsoft pings it's own systems first before moving on to any autodiscover or iPadother DNS lookups during the account set up process. If it finds your domain in its cache, it assumes you're trying to connect to SMarterMailOffice365, usingso EAS

it
prompts you for your Office365 login credentials. (This opens in a small browser window whereas the Windows Security modal is an actual system modal.) To get around this, you can try one of the following:
  1. OnSimply your Android device, openclick the Settings.
    2. X
  2. Tap Cloud and Accounts. Then tap on Accounts.
  3. Tap Add Account. A list of applications will load. 
  4. Tap on Microsoft Exchange ActiveSync.
  5. Completein the followingOffice365 requiredlogin fields:modal
    • Email-- addressthis (yourshould fullcancel emailthat address)
      • login
    • Password
      • attempt,
    6. prompting
  6. Tap Sign In.
  7. On the next screen, verify the Exchange Server Settings. Complete the following fields:
    • Email address
    • Domain\username (enter your full email address. ex: username@domain.com)
    • Password
    • Exchange Server (the URLOutlook to yourdo webmail.a Fornormal example,autodiscover mail.example.com. NOTE: Do not include http:// when entering the server information.
    • If your webmail does not support SSL, disable Use secure connection (SSL).
  8. Tap Sign In. The phone will attempt to verify the connection. 
  9. Tap OK to allow remote control of security features on the device.
  10. On the Manual Setup screen, adjust some common settingslookup for the perioddomain. toIf syncthat email,does syncNOT schedule, email retrieval size, etc. and choose whether to sync Contacts, Calendar, and Tasks.
  11. Tap Next.
  12. Tap Activate on the Device Administrator screen to agree to the remote security control.work, 
  13. OnCancel the lastset screen,up addand inrestart the Accountprocess, namebut thatthis willtime betry displayedsetting in your Email, Contacts and Calendar apps.
  14. Tap Done to initiateup the firstaccount syncmanually, avoiding any autodiscover lookups.

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