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Apptix makes no claims, nor warranties as to the use of the Apple Mail software product.
This document provides instruction for configuring Apple Mail to communicate with your Apptix hosted email account.
Apple Mail Exchange
Configuration
Microsoft Exchange 2007 and Mac OS
X 10.6 Snow Leopard
Apptix Live Support: 866-428-0128
Apple Mail Configuration / Introduction | Page 2 of 18
Apptix Live Support: 866-428-0128 Configuring Mac OS X 10.6 Snow Leopard for Microsoft Exchange 2007
AppleMailConfigurationInstructions
TheseinstructionsshowhowtoconfigureAppleMailonMacintoshcomputerswithOSXversion10.6or
higher.BeforeproceedingwithAppleMailconfiguration,itshouldbenotedthatMicrosoftEntouragefor
MacisnolongerneededtoworkwithApptixsMicrosoftExchangebasedserversthecombinationof
AppleMail,iCal,andAddressBookprovidesimilarfunctionalityastheEntouragesoftware.
AppleMailcanbeconfiguredtoworkwithApptixthroughtheExchangeservicethisisselectedwhen
youfirstbeginconfiguringAppleMail.WithpreviousversionsofMac,athirdpartyapplication(i.e.,
Entourage)wasrequiredtoconnecttoExchangebasedsystems.Now,withMacOSX10.6SnowLeopardor
higherOS,supportforallofthefeaturesandfunctionalityofExchangeServer2007inbuiltin.
BeforeconfiguringAppleMail,ensurethatyouhavealreadycreatedtheusermailbox/emailaddresswithin
theApptixOnDemandwebbasedaccountcontrolpanel.TheAppleMailclientutilizesExchangeWeb
Services(EWS),whichispartoftheOutlookWebAccess(OWA)feature.TheOWAaccessmustbeenabled
whencreatingthemailbox(seescreenbelowshowingOWAandActiveSyncenabledforthisexample
mailbox)).
Apple Mail Configuration / ConfigurationExchange Autodiscover | Page 3 of 18
Apptix Live Support: 866-428-0128 Configuring Mac OS X 10.6 Snow Leopard for Microsoft Exchange 2007
ConfigureAppleMailwithExchangeAutodiscover
IfyouhavenotpreviouslyrunAppleMailorconfiguredanemailaccount:
1. YouwillbepromptedwiththeWelcometoMailwindowbelowwhenyoufirstrunAppleMail.This
wizardwillguideyouthroughsettingupyourfirstemailaccountafteryouclicktheContinuebutton.
IfyoudonotseethewizardaboveorhavepreviouslyusedAppleMail:
RunAppleMailandgotothePreferencesmenuandthenclicktheAccountsiconasshowninthepicture
below.Thenclickthe+symbol/buttononthebottomleftofthewindow.
2. YoushouldnowbeattheNewAccountwindowasshownbelow.Enteryourfullname,emailaddress
andpasswordofyourApptixExchangeaccount.ClicktheContinuebutton.
3. ExchangeAutodiscoverwillgatherthenecessaryinformationfromtheserverandfinishthe
configuration.Note,inorderforAutodiscovertofunctionproperly,yourNetworkAdministratorshould
haveconfiguredanautodiscover.yourdomainname.comentryintoyourDNSservicepleasecontact
youradministratorformoreinformation.
4. IftheExchangeAutodiscoverservicedoesnotautomaticallyconfiguretheclientsettings,youwillhave
tocompletethestepsbelowtocompletetheclientsetup.
Apple Mail Configuration / Manual Configuration of Exchange | Page 5 of 18
Apptix Live Support: 866-428-0128 Configuring Mac OS X 10.6 Snow Leopard for Microsoft Exchange 2007
ConfigureAppleMailManually
IfyouhavenotpreviouslyrunAppleMailorconfiguredanemailaccount:
1. YouwillbepromptedwiththeWelcometoMailwindowbelowwhenyoufirstrunAppleMail.This
wizardwillguideyouthroughsettingupyourfirstemailaccountafteryouclicktheContinuebutton.
IfyoudonotseethewizardaboveorhavepreviouslyusedAppleMail:
RunAppleMailandgotothePreferencesmenuandthenclicktheAccountsiconasshowninthepicture
below.Thenclickthe+symbol/buttononthebottomleftofthewindow.
2. Fromthepulldownmenu,chooseExchange2007.
3. Enteradescriptionfortheaccount(forexample,WorkorExchange).
4. EnterthefullyqualifieddomainnamefortheorganizationsExchangeClientAccessServer(CAS).The
defaultforApptixusersismail.hostaccount.comasshownbelow.NotethattheCASdoesntnecessarily
sharethesameaddressastheOutlookWebAccess(OWA)Serveralthoughtheyoftendo.HTTP
prefixesarenotrequired.
Apple Mail Configuration / Manual Configuration of Exchange | Page 7 of 18
Apptix Live Support: 866-428-0128 Configuring Mac OS X 10.6 Snow Leopard for Microsoft Exchange 2007
5. EntertheExchangeusernameandpassword.Theusernameisthefullemailaddress.
6. MakesuretheAddressBookandiCalcheckboxesareselectedtoautomaticallysetupthose
applications.Ifthesearenotselected,youcanmanuallyconfiguretheseapplicationslater.
7. Asummaryofthesettings,seebelow,willappear.
8. Onceyoucompletetheaccountconfigurationandoptionallyanyimportoflegacydata,themain
windowforAppleMailshoulddisplay(asshownbelow).AnyemailcontainedinyourApptixaccount
willbesynchronizedintoyourInbox(orotherfolders).
YoucanalsomodifythefollowingsettingswithintheMailboxBehaviorsandAdvancedscreensofthe
AccountsPane:
Apple Mail Configuration / Configure iCal Manually | Page 10 of 18
Apptix Live Support: 866-428-0128 Configuring Mac OS X 10.6 Snow Leopard for Microsoft Exchange 2007
ConfigureiCalManually
Normally,iCalwillbeautomaticallyconfiguredtoutilizeExchangeifyoufirstconfiguredAppleMailas
describedabove.IfyouneedorwishtoconfigureiCalmanually,followthesesteps:
1. FromtheAccountsPaneintheiCalapplicationenteradescriptionforthecalendar.
2. EntertheExchangeusernameandpassword.Theusernameisthefullemailaddress.
3. Usethepulldownmenutochoosethecalendarrefreshrate.
4. FromtheServerSettingstab,enterthefullyqualifieddomainnamefortheorganizationsExchange
ClientAccessServer(CAS).(Forexample,exchange01.example.com,notexchange01)Notethatthe
CASdoesntnecessarilysharethesameaddressastheOutlookWebAccess(OWA)Serveralthough
theyoftendo.HTTPprefixesarenotrequired.
5. TheServerpathshouldbe/EWS/Exchange.asmx
6. CheckUseSSL,ifthisisnotalreadyselected.
7. UsetheDelegationtabtograntotherusersaccesstoyourcalendar.
8. Yourdefaultcalendarwillappearandresemblethecalendarbelow,dependingonyourview.
1. FromtheAccountsPaneintheAddressBookapplicationenteradescriptionforthecontacts.
2. EntertheExchangeusernameandpassword.Theusernameisthefullemailaddress.
3. Usethepulldownmenutochoosethecontactsrefreshrate.
4. FromtheServerSettingstab,enterthefullyqualifieddomainnamefortheorganizationsExchange
ClientAccessServer(CAS).(Forexample,exchange01.example.com,notexchange01)Notethatthe
CASdoesntnecessarilysharethesameaddressastheOutlookWebAccess(OWA)Serveralthough
theyoftendo.HTTPprefixesarenotrequired.
5. TheServerpathshouldbe/EWS/Exchange.asmx
6. CheckUseSSL,ifthisisnotalreadyselected.
7. YourdefaultAddressBookwillappearandresembletheAddressBookbelow,dependingonyourview.
Apple Mail Configuration / Supported Exchange Features | Page 18 of 18
Apptix Live Support: 866-428-0128 Configuring Mac OS X 10.6 Snow Leopard for Microsoft Exchange 2007
SupportedExchangeFeatures:
Mail
SendandreceiveExchangemessagesineitherplaintextorHTML.
OrganizemessageswithExchangemailfolders.
Manageeventinvitationsfromtheinbox.
AutocompleteaddressesfromtheGlobalAddressList(GAL),contactfolders,anddistributionlists.
FindmessagesinstantlyusingSpotlightsearch.
PreviewdocumentandfileattachmentstousingQuickLook.
Setmessagepriorities.
Managequotalimits.
Accessmailoffline.
Calendars
ViewandeditExchangecalendarevents.
Organizeyoureventsonmultiplecalendars.
Sendandreceiveeventinvitations.
Schedulemeetingsusingfree/busyavailabilityinformation.
FindtheearliesttimeavailableforattendeesusingAutoPick.
Delegateyourcalendartocolleagues.
Bookroomsandresources.
Addalarmstoevents.
Attachfilestoevents.
AutocompleteeventattendeesandresourcesfromtheGlobalAddressList(GAL),contactfolders,and
distributionlists.
AccessExchangecalendars,events,andtasksoffline.
Contacts
ViewandeditExchangecontacts.
OrganizecontactsintoExchangecontactfolders.
SearchtheGlobalAddressList(GAL).
CopyGALcontactstocontactfolders.
FindcontactsinstantlyusingSpotlightsearch.
Accesscontactphotos.
DragcontactstoiCaltocreatemeetings.
Accesscontactsoffline.
Notesandtasks
ViewandeditExchangetasks.
Assignaduedatetoatask.
Assignaprioritytotask.
Assignanalarmtoatask.
Markataskcompleted
ViewandeditExchangenotes.
ViewExchangenotesininbox.