Client Checklist for Microsoft Exchange Services

Getting Started

Requirement:

• Outlook 2007 (Windows)
• Entourage 2008 (Macintosh)

Note: Check to see if your department is on the Microsoft Campus Agreement.

If it is on the agreement we will grant you access to the Office 2007 for Windows and Office 2008 for Macintosh installers. Others can purchase Microsoft Office at http://www.shi.com

• Outlook Web Access, (OWA) (Using a web browser go to exchange.uark.edu) Internet Explorer for Windows and Safari or Firefox for Macintosh.
  Note: OWA is considered a light version of Outlook or Entourage. It will not be fully featured but it may be functional to meet your calendaring needs.

1. Activate the Exchange Account. A link to the form is on exchangeinfo.uark.edu. Allow up to three days for processing.
2. Forward your comp mail to your Exchange Account. Go to mail.uark.edu and click the Account Summary and Options link. Log in to the Account Administration page.
   1. Click the Mail Delivery Options link.
   2. Put a check mark in the Enable forwarding option.
   3. Fill in your exchange user information in the format of: username@exchange.uark.edu (Replace "username" with your uark.edu account username.)
   4. Uncheck the option for POP3/IMAP4 mailbox. (This should be left on until your Exchange account has been activated.)
   5. Click Save to save your new settings.
3. Set up Outlook or Entourage according to instructions on exchangeinfo.uark.edu or use OWA via web browser at exchange.uark.edu.
4. Verify the account is working correctly. Send test messages from your account to yourself. Log in with the new account at exchange.uark.edu to verify receipt.

Post Migration

1. Verify contacts, email, etc. are in the new Exchange or Entourage account.
2. Change AutoArchive settings if necessary. There are many AutoArchive settings that can be easily modified. These settings include how often AutoArchive runs, and the location to which the archive is saved. AutoArchive also gives you the option to delete expired items. Customization of the AutoArchive settings must be done on a folder-by-folder basis.
   • Outlook 2007 - Select the Tools Menu, Options, Other, and AutoArchive. Create an AutoArchive process that best meets your needs.
   • Entourage 2008 - AutoArchive on a Mac is not possible, however you can drag and drop your mail and calendar items from your remote Exchange folders to your local "Folders on My Computer" located on the left side of the screen under your Exchange folders.
3. Turn off delivery to your comp Unix mailbox.
   1. Log in to the Account Administration page.
   2. Click the Mail Delivery Options link.
   3. Uncheck the option for POP3/IMAP4 mailbox.
   4. Click Save to save your new settings.
4. Demonstrate use of deleted items, out of office option, rules, and alerts.
5. Review basic calendar functions.
6. Attend Training. Visit uits-training.uark.edu for schedule.

Visit exchangeinfo.uark.edu for additional support resources.

Client Name: ____________________________ 
Date Migration Completed:__________________ 
Confirmed By:____________________________