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Office 365 Mail Client Configuration Guide (Mac Mail OS X 10.6 or later) v. 10-22-2013 – J. Eddy 1 Office 365 Mail Client Configuration Guide Mac OS X Mail Client (Mac OS X 10.6 or later) Required Items: Mac OS X 10.6 or later, YSU e-mail account This guide will assist you with configuring the Mac OS X Mail email client for use with the Office 365 mail system. The setup instructions will be set up in steps. Please be sure to complete all of the setting changes in each step before moving on to the next. This guide relies on knowing which version of the Mac OS X operating system so it is important to follow the steps to determine the version of your operating system. Note: The main document utilizes Exchange configuration settings for mail, contacts, calendar, and notes synchronization. If you would prefer an IMAP mail-only setup, please follow Step 1 and Step 2 listed directly below and then skip to Appendix B for further instructions. Office 365 Mail: Mac Mail OS X 10.6+ Step 1: Determine your version of OS X Click on the Apple logo in the upper left corner of your screen and click on About This Mac. A window will appear with basic machine information that includes the software version. If the Mac OS X version is 10.6 or greater, you can use these set up instructions as-is on your mac. For PowerPC machines stuck on OS X 10.5, the new account can be set up as long as the Office 365 Mail Client Configuration Guide for Mac OS X 10.5 Mail is used instead.

Office 365 Mail: Mac Mail OS X 10.6+cms.ysu.edu/sites/default/files/documents/Office... · the screenshots below depending on your version of OS X. If you are on OS X 10.7 or later,

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Page 1: Office 365 Mail: Mac Mail OS X 10.6+cms.ysu.edu/sites/default/files/documents/Office... · the screenshots below depending on your version of OS X. If you are on OS X 10.7 or later,

Office 365 Mail Client Configuration Guide (Mac Mail OS X 10.6 or later) v. 10-22-2013 – J. Eddy

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Office 365 Mail Client Configuration Guide Mac OS X Mail Client (Mac OS X 10.6 or later)

Required Items: Mac OS X 10.6 or later, YSU e-mail account

This guide will assist you with configuring the Mac OS X Mail email client for use with the Office 365 mail system. The setup instructions will be set up in steps. Please be sure to complete all of the setting changes in each step before moving on to the next. This guide relies on knowing which version of the Mac OS X operating system so it is important to follow the steps to determine the version of your operating system.

Note: The main document utilizes Exchange configuration settings for mail, contacts, calendar, and notes synchronization. If you would prefer an IMAP mail-only setup, please follow Step 1 and Step 2 listed directly below and then skip to Appendix B for further instructions.

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Office 365 Mail: Mac Mail OS X 10.6+

Step 1: Determine your version of OS X

Click on the Apple logo in the upper left corner of your screen and click on About This Mac. A window will appear with basic machine information that includes the software version.

If the Mac OS X version is 10.6 or greater, you can use these set up instructions as-is on your mac.

For PowerPC machines stuck on OS X 10.5, the new account can be set up as long as the Office 365 Mail Client Configuration Guide for Mac OS X 10.5 Mail is used instead.

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Office 365 Mail Client Configuration Guide (Mac Mail OS X 10.6 or later) v. 10-22-2013 – J. Eddy

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Step 2: Set up your Office 365 mail account

In Mail, go to Preferences and then go to the Accounts tab. Click the + button and continue on to Step 3 to set up your Office 365 account.

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Office 365 Mail Client Configuration Guide (Mac Mail OS X 10.6 or later) v. 10-22-2013 – J. Eddy

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! !Step 3: Add your Office 365 account with Exchange Enter the following information: - Your full name - Your full YSU email address with the correct extension (“@student.ysu.edu” if you’re a YSU student or “@ysu.edu” if you’re a YSU faculty or staff member) - Your YSU email account password Click Continue. Note: At this point, Mail should have automatically set up your Office 365 account in Mac OS X Mail – if it did not, please refer to Appendix A in this document for additional settings. You may see a dialog box about a certificate issue – if you do, click Connect. Once you are at the Account Summary screen, you will see a summary page as well as options for setting up Contacts and Calendars – leave these boxes checked if you would like your Office 365 Contacts added to the Address Book application and your Office 365 Calendars added to the iCal/Calendars application; otherwise, uncheck them. Click Create when finished.

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Step 5: Finishing up

Close the Preferences window when finished. If you see a message about saving changes, simply click Save to do so.

Mac Mail will now look like one of the screenshots below depending on your version of OS X. If you are on OS X 10.7 or later, you may need to click the Show button to see the account and folder listing.

Congratulations! You have set up your Office 365 e-mail account in Mac OS X Mail.

Mac OS X 10.7+

Mac OS X 10.6

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Office 365 Mail Client Configuration Guide (Mac Mail OS X 10.6 or later) v. 10-22-2013 – J. Eddy

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Appendix A – Exchange & no Autodiscovery

If your settings were not autodiscovered, enter the following information for the Incoming Mail Server:

• The Account Type – ensure it is set as “Exchange” or “Exchange 2007”

• A description for the mail account, e.g. “Office 365 mail”, “YSU mail”

• The Incoming Mail Server, which should be pod51010.outlook.com

• Your YSU email address (ending in @student.ysu.edu or @ysu.edu)

• Your YSU password • Also set up – Leaving the Contacts box checked will add

an additional contact group to the Address Book application containing your Office 365 contact list, and leaving the Calendars box checked will add an additional calendar to the iCal or Calendar application containing your Office 365 calendar

Press “Continue” when finished.

OS X 10.6 only

OS X 10.7 or later

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Appendix B – IMAP Setup

If you prefer your mail account to be set up as IMAP, follow the steps below.

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Step 3 (IMAP): Add your Office 365 mail account

Enter the following information: - Your full name - Your full YSU email address with the correct extension (“@student.ysu.edu” if you’re a YSU student or “@ysu.edu” if you’re a YSU faculty or staff member) - Your YSU email account password Hold down the “Option” key on your keyboard while clicking Continue to enter the manual settings window.

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Step 4 (IMAP): Incoming Mail Server Settings

Enter the following information: Account type: IMAP Description: “Office 365 YSU” or something similar Incoming Mail Server: pod51010.outlook.com User Name: Your full YSU email address with the correct extension (“@student.ysu.edu” if you’re a YSU student or “@ysu.edu” if you’re a YSU faculty or staff member) Password: Your YSU email account password Click Continue.

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Step 5 (IMAP): Outgoing Mail Server Settings

Enter the following information: Description: “Office 365 YSU Outgoing” or something similar Outgoing Mail Server: pod51010.outlook.com Leave Use only this server checked. Check Use Authentication and verify that the User Name is your full YSU email address with the correct extension (“@student.ysu.edu” if you’re a YSU student or “@ysu.edu” if you’re a YSU faculty or staff member) and that the Password is your YSU email account password Click Continue.

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Step 6 (IMAP): Finishing Up

Verify that all settings are correct and that the Take Account Online box is checked. Click Create. Congratulations! You have just configured Mac Mail to connect via IMAP to the YSU Office 365 mail system.