How to configure Mail for Mac OS X for an Exchange account Note: Mail can be setup for Exchange in Mac OS 10.3 and above only. It is not an available option in previous Mail builds. To have access to the Global Address List (GAL) associated with Exchange in Mail, please follow the instructions to configure your Address Book at the end of this document. Exchange accounts can be setup to run on Mail for Mac with ease. However it is important to note the following: Mail accesses Exchange as an external IMAP client, not as an Exchange client. Mail does not include either a calendar or an address book feature. As such this means that those will not be imported or available when using Mail. Start by opening Mail which can be accessed by clicking the stamp icon in the Dock or by double-clicking on the stamp icon found in the Applications folder on the hard drive. On the mail screen, click on the Mail menu and click on Preferences. It will bring up the following window: On this page, click on the Accounts icon found in the task bar at the top. This will bring up the following window: This is the window for email account configuration. Any previous email account will be listed here in the pane on the left side. They do not need to be removed to be able to configure the Exchange account. To start the configuration, click on the + icon at the bottom left if you already have an email account listed. Otherwise, simply click on the drop down menu besides “Account Type”. It will show the following choices: From the list, choose Exchange. It will change the fields below and include a new field. Under “Description”, type in a name for the account. It can be something as John’s staff account. This field is only for display purposes and only on this computer. Under “Email address”, type in your McGill Uniform Email Address (UEA) (eg: email@example.com [staff] or firstname.lastname@example.org [student]). Under “Full Name”, type in your full name as it will appear when you send email. Under “Incoming Mail Server”, type exchange.mcgill.ca. Under “User Name”, type in your McGill UEA. Under “Password”, type in your IT Services password (be careful this field is case sensitive). Under “Outgoing Mail Server”, choose mailhost.mcgill.ca (if you are not using McGill’s DAS to connect, you need to enter in your Internet Service Provider’s Outgoing Mail server). If mailhost is not available, click on Add Server as shown below: The following window will come up. In the “Outgoing Mail Server field”, type in mailhost.mcgill.ca. Make sure “Server Port” is set to 25. Make sure there is no check mark next to “Use Secure Socket Layer (SSL)”. The “Authentication” field should be set to None. The “User Name” and “Password” fields should be blank. Click on OK. You will now be able to select mailhost.mcgill.ca as the “Outgoing Mail Server”. The end configuration should look something like this: Once all the information has been verified and is ok, click back on the General icon in the task bar at the top. It will bring up the following dialog box: Click on the Save button. It will save configuration changes. After this, close the Preferences window and go back to the main Mail window. If the computer is connected to the Internet, it will start loading folders and emails. This may take a moment as the entire mail box needs to be downloaded to the computer. The Status bar, which is located just below the main tool bar, will show when folders are being retrieved from the server. If the folders do not show after a little while and the program seems to be idle, go to the View menu and click on Show Mail Boxes (or use this keyboard shortcut: M+Shift+Command). This should bring up a pane on the right side with all folders listed. Configure Address Book (Mac OS X) to Access your contacts Address Book is the application that manages contacts for Mail and allows it to connect to directory services to access server based address lists. 1. In Address Book, go to the Address Book menu and click on Preferences. 2. On the General tab, put a check mark next to “Synchronize with Exchange” and click on the Configure button 3. On the configuration window, use the following information: • User name: UEA • Password: IT Services password • Outlook Web Access Server: exchange.mcgill.ca 4. Put a check mark next to “Synchronize every hour” and click on the OK button. 5. Close the Preferences window. To test the configuration, first connect to the Internet. In Address Book, make sure that All is selected in the Address Book window and type in your full name in the search field at the top right of the window (this may take some time as the GAL is being synchronized for the first time). Your email account will be found if you have set up the configuration properly.
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