Wharton Computing Student Support

Configuring Microsoft Outlook 2003 for Exchange

Microsoft Outlook allows you to store your e-mail, personal calendar, and contacts on Wharton's servers so they are available to you from anywhere.

Before You Get Started

• Confirm Microsoft Office 2003 is installed on your computer.
• Internet access is up and running.

Note: If you have ever configured a Microsoft Exchange Account in Outlook on your computer (for example in a networked or corporate environment at an internship or with your company), contact Wharton Computing Student Support using the Computing tab on SPIKE before you attempt to set up your account.

Setting Up a New Outlook Installation

1. Launch Outlook.
   
2. If you see the Outlook Startup screen, click the Next button to begin.
   If this does not happen, in Control Panel, double-click the Mail icon, and click the Email Accounts button..
3. If you are asked whether you want to set up an email account, select Yes and click  Next.
   Or, if you double-clicked Mail, on the Email tab, click the New button.
4. Select Microsoft Exchange Server and click the Next button.
5. Uncheck the Cached Exchange Mode box.
   Note: The Cached Exchange mode allows you to work offline automatically. Unchecking this option requires you to be connected to the Internet to work with Outlook but provides improved Outlook performance. You can, however, manually set up offline folders by selecting File -> Work Offline.
6. For Microsoft Exchange Server type: key.wharton.upenn.edu
   
   
7. For username, insert your Wharton username.
8. Click the More Settings button.
   Note: At this point you may receive the following error message. If you receive this error message click Ok.
   The name could not be resolved. The connection to the Microsoft Exchange Server is unavailable. Outlook must be online or connected to complete this action.
9. You may see a logon box that has your Microsoft Exchange server information and Wharton username.Hit the Cancel button.
10. Select the Connection tab.
11. Select the checkbox that says Connect to my Exchange Mailbox using HTTP.





12. Click the Exchange Proxy Settings button.
13. Under Connection Settings enter the Exchange proxy server URL as owa.wharton.upenn.edu.
14. Select the checkbox against the field On fast networks, connect using HTTP first, then connect using TCP/IP





15. Click the OK button.
16. If you click on Check Name at this point, you may see a login box asking for your Wharton username and password.
    • Username: Enter WHARTON\yourwhartonusername(for example, WHARTON\josephw).
    • Password: Enter your Wharton password.
      
      
      
      
    • Select OK. Within a few minutes, you should see the Exchange server and your name underlined. This may take a few minutes.
      
17. Click the Next button.
18. Click Finish to close the Final screen of the Inbox Setup Wizard.

Note: Once you complete this, you will need to change the location of where your email is being delivered. If emails are delivered to your Outlook Personal folders, you will no longer be able to see them in Webmail since they will be taken off the server. To ensure that this does not happen, please go through the steps listed below:

• From the Tools menu, select E-Mail Accounts.
• Choose View or Change Existing Email Accounts then click the Next button.
• Click the down arrow in the drop down box titled Deliver New Email to the Following Location: and select Mailbox-your lastname,firstname then click Finish to close the Email Accounts Dialog Box.

After this has been changed, you should either see Outlook's Exchange Server >Enter Password prompt, or you may be asked to log in again.

If You Experience Difficulty

If you encounter difficulties, getting Microsoft Outlook 2003 installed or configured, don't panic. In the meantime, you can use Wharton's WebMail interface by clicking on the Exchange Mail button in SPIKE.

If you get stuck, you can troubleshoot your problem using the tools on the Wharton Computing Student Support website which is located on the Computing tab of SPIKE.