Set Up Exchange Account in Outlook 2016

This article applies to recent versions of SmarterMail. View articles for SmarterMail 15.x and earlier.
IMPORTANT NOTE
If you're not given the option to add an Exchange account, it could be due to a change that Microsoft made in the 16.0.8431.2079 (and above) release of Outlook in September, 2016. This change introduced Microsoft's "Simplified Account Creation" process that bypasses the ability to set up non-Microsoft Office365 accounts in Outlook. For information on the workaround for this, see the article: Enable EAS/Exchange Accounts in Outlook 2016.
Microsoft Exchange ActiveSync (EAS) is a data synchronization protocol that uses push technology to sync email, calendars and contacts (and tasks and notes on supported devices) to Outlook 2013 and 2016 for Windows and a variety of mobile phones and tablets, including Android, iOS, and Windows devices.
 
This article provides steps on establishing an Exchange account using ActiveSync in Outlook 2016, specifically version 1706 and above (released July 2017). These steps can be used for earlier versions of Outlook 2016 as well, or you can refer to Configure Outlook 2013/2016 with ActiveSync
 
To utilize an Exchange ActiveSync connection, your SmarterMail account must first be assigned an ActiveSync mailbox. In addition, SmarterTools does not manage any hosted SmarterMail services. Therefore, we cannot provide the unique server settings for your account. If you are not sure what to enter for the connection settings or if your connection fails, please contact the administrator/hosting provider of your SmarterMail account to verify the server's ActiveSync setup and mailbox assignment.
 
Follow these steps to sync SmarterMail to Outlook 2016 using ActiveSync: 
 
  1. On the computer where Outlook is installed, open the Windows Control Panel
  2. Double-click on Mail (Microsoft Outlook 2016) to open the configuration settings for Outlook. (NOTE: If Mail cannot be found in the Control Panel OR if you're unable to create a new profile using your SmarterMail account and have no other profiles loaded into Outlook, click on the Start menu and enter Outlook.exe /manageprofiles. In the window that appears, click Yes to Allow the app to make changes to your device.)
  3. Click on Email Accounts...
  4. On the Email tab, click on New....
  5. Select Manual setup or additional server types and click Next.
  6. Select Exchange ActiveSync and click Next.
  7. Enter the following details: 
    • Your Name - The display name that will be shown on emails you send. 
    • Email Address - Your full SmarterMail email address (ex: username@domain.com).
    • Mail server - The address of the mail server. This typically takes the form of "mail.domain.com" or "webmail.domain.com". You may need to contact your SmarterMail administrator to learn the specific format used.
    • User Name - Your full SmarterMail email address (ex: username@domain.com).
    • Password - The password used with your SmarterMail account.
  8. Click Next and Outlook will test your account settings. If the connection is successful, Outlook will begin importing the SmarterMail mailbox. (If the test connection results in errors, please contact the administrator of your SmarterMail account. They may need to provide the server's unique settings, assign ActiveSync to the account or troubleshoot the connection failure using the SmarterMail logs.)
 
Notes for Administrators
In order for end users to configure an Exchange connection, their SmarterMail account must first be assigned an ActiveSync mailbox. For more information on assigning ActiveSync, refer to Configure Exchange ActiveSync for Email Accounts. In addition, Outlook 2016 requires an SSL connection for ActiveSync accounts. For more information on using SSL/TLS with SmarterMail, refer to Configure SSL/TLS to Secure SmarterMail
 
 
Learn more about the SmarterMail secure business email server.

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Does not seem to work with the latest release of Outlook acquired through Office 365 Business installed locally on Windows 10 even though the auto-discover passes the tests from the O365 portal. Interestingly, the MAIL program shipped with the OS does work and sync properly using EAS.
Eric Fletcher (October 4, 2017 at 8:30 AM)
With the September 12th update of Outlook 2016, Microsoft removed support for EAS. See our blog post for more info: https://www.smartertools.com/blog/2017/10/04-Outlook-2016-and-EAS
Derek Curtis (October 4, 2017 at 3:09 PM)

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