How to Setup an Exchange Email Account on iPhone

 

Audience:

  • INTERNAL ONLY

    Summary:

    How to Setup an Exchange Email Account on iPhone


 

Method of Procedure


How to Setup an Exchange Email Account on iPhone
General steps for setting up an email account on an iPhone
To set up an email account on your iPhone:
Important notes

  • When you configure a device to sync with Exchange, you will be asked if you want to keep existing calendar on the device or remove it. Additionally, iTunes will no longer sync contacts and calendars with your desktop computer. However, you can still sync your device wirelessly using MobileMe services.
  • You can configure more than one Exchange account per device for iOS 4.0 and higher. Only one Exchange account can be configured for older iOS versions.

    Adding an Exchange account on the iPhone
  1. Go to Settings > Mail, Contacts, Calendars, then tap Add Account.
  2. On the Add Account screen, tap Microsoft Exchange.
  3. Enter the account information, then tap Next. See your Group Administrator for your new account information.
    • Email: Enter the complete email address.
    • Username: Enter the complete email address. (This may not be needed)
    • Password: The password for the Exchange account.
    • Description: A descriptive title that identifies this group of settings.
  4. The device will try to configure the Exchange server address automatically. The iPhone, iPad and iPod Touch support Microsoft's Autodiscovery service, which uses your username and password to determine the address of the front-end Exchange server.
  5. After the Exchange account is successfully configured, the server's passcode policies are enforced. If the current passcode doesn't comply with the Exchange ActiveSync policies, you will be prompted to change or set the passcode. The device won't communicate with the Exchange server until a compliant passcode is set.
  6. Next, the device offers to immediately sync with the Exchange server. If you choose not to sync at this time, you can turn on calendar and contact syncing later in Settings > Mail, Contacts, and Calendars.
    • By default, Exchange ActiveSync pushes new data to your device as it arrives on the server. If you prefer to fetch new data on a schedule or to only pull new data manually, go to Settings > Fetch New Data to change the settings.
    • To change how many days' worth of data is synced to your device, go to Settings > Mail, Contacts, and Calendars. The default setting is three days.
    • By default, the iPhone enables the Always BCC Myself setting. This means you will receive all messages sent from your iPhone in your Inbox. If you want to change this setting, navigate to Settings > Mail, Contacts, and Calendars > Always BCC Myself.
  7. To complete the setup process, tap Save and wait for the iPhone to test your incoming and outgoing mail settings and connect to your mailbox.

    Note: Not all Exchange features are supported. For example, the following features are not available:
  8. Folder management
  9. Opening links in email to documents stored on Sharepoint servers
  10. Task synchronization
  11. Setting an "out of office" autoreply message
  12. Creating meeting invitations