Office Customization Tool

Add Account and Account Settings dialog box

If you are adding a new account, select the type of account to add, and then click Next.

In the <account type> Settings dialog box, set the options appropriate for the type of account that you are adding or modifying. Click More Settings for additional configuration options. Click Finish when you are done.

To ensure that e-mail services do not overlap, Outlook might not allow you to add more than one new account for the same type of service. For example, Outlook verifies that all POP accounts have unique names. The following table shows how Outlook determines whether a new account of the same type as an existing account can be added to the Setup customization file.

Account typeDuplicate account allowed?Data used to determine whether conflict exists
POP3YesAccount name
IMAPYesAccount name
ExchangeYesAccount name
Outlook data file (.pst)YesFile name and path of .pst file
Outlook Address BookNoExistence of account
Internet Directory Service (LDAP)YesAccount name

Settings for an Exchange account

If you select Exchange as the type of account to create. Type the basic information in the Exchange Settings dialog box, and then click More Settings. On the Exchange tab, use the following options to configure users' Outlook profiles for offline use and Outlook Anywhere:
OptionDescription
Enable offline use
  • Type the name and location for the offline Outlook data file in the Path and filename of the Outlook data file (.ost) box.
  • Type the path for the offline Address Book files in the Directory path to store Offline Address Book files box.
Configure Outlook Anywhere
  • Select Configure Outlook Anywhere to enable Outlook Anywhere, and then you can configure the following options:
    • Select Connect to Exchange Mailbox using HTTP and then type the URL of the Outlook Anywhere proxy server.

      Do not type http://or https:// as part of the name. The appropriate entry (http:// or https://) is included automatically in the box after you type the name, based on the authentication settings that you choose.

    • Select Connect using SSL only, select Mutually authenticate the session when connecting with SSL, and then type the Principal name of the proxy server.
    • To specify that Outlook Anywhere first attempt a connection by using HTTP when a fast connection is detected, select On fast network, connect using HTTP first, then connect using TCP/IP.
    • To specify that Outlook Anywhere first attempt a connection by using HTTP when a slow connection is detected, select On slow network, connect using HTTP first, then connect using TCP/IP.
    • Expand the Use this authentication when connecting to the proxy server for Exchange menu, and then select a method of authentication.

By clicking the Cached Mode tab on the Exchange Settings dialog box, you can configure how or whether users' messages are copied to the users' local computers.
OptionDescription
Configure Cached Exchange ModeSpecifies that Exchange mailboxes are accessed from the Exchange Server computer, instead of being cached on users’ computers in an offline Outlook Data File (.ost).
Do not configure Cached Exchange ModeSpecifies that users work with a local copy of their Exchange mailboxes. To refine this configuration, select one of the following:
  • Select Download headers to download copies of headers only from users’ Exchange mailboxes.
  • Select Download headers followed by the full item to download copies of headers and copies of messages from users’ Exchange mailboxes.
  • Select Download full items to download copies of full messages (headers and message bodies) from users’ Exchange mailboxes.
    • Select any one or all of the following:

    • Select On slow connections, download only headers to download copies of headers only from users’ Exchange mailboxes when a slow network connection is detected, .
    • Select Download shared non-mail folders to download these folders from other users’ mailboxes.
    • Select Download Public Folder Favorites to download the list of Public Folder Favorites.