it.ucsf.edu

Configure Outlook for Mac to Access UCSF Exchange Online

Wesley Yip's picture

UCSF VPN Requirement

  • Access to your UCSF Exchange Online account from outside of the UCSF network through Microsoft Outlook for Mac requires using a UCSF virtual private network (VPN) connection
  • Click here for instructions on how to download and install the UCSF VPN client
  • More information on the UCSF VPN requirement can be found here

New Installations of Microsoft Office for Mac

  • If Microsoft Outlook was just installed, then the Setup Assistant should automatically open and you should be prompted to activate Office for Mac. Click Get Started then click Sign In to continue.

  • Enter your UCSF email address when prompted to and click Next

  • Enter your UCSF Exchange Online credentials with your username in the format [email protected] ucsf.edu and click Sign In

  • Microsoft Outlook for Mac will verify your credentials and retrieve a license from UCSF Exchange Online

  • Click Start Using Outlook to continue after activation completes

  • Next, Outlook for Mac will automatically detect your UCSF Exchange Online account. Click Add first.last@ ucsf.edu (your UCSF email address will be displayed here) to setup your account
  • Outlook for Mac will configure Outlook for Mac to use your UCSF email, calendar, and address book

 

  • Click Done to close the Setup Assistant. Outlook for Mac is now configured to access your UCSF Exchange Online account.

 

Existing Installations of Microsoft Office for Mac

Open Account Settings

  • If you already have Microsoft Office for Mac installed and activated with a valid license, you can add your UCSF Exchange Online account through the Accounts menu in Outlook Preferences
  • Click Outlook in the menu bar at the top left corner of the screen, then select Preferences and choose the Accounts option from the menu under Personal Settings

Add A New Exchange Account

  • Add an Exchange Account by clicking the Exchange or Office 365 button in the Accounts menu

Enter Account Credentials

  • Enter your account information in the Accounts dialog box:
    • E-mail address: Enter your UCSF email address
    • Authentication Method Select User Name and Password from the drop down menu
    • Enter your UCSF email username using the format [email protected]
    • Enter your UCSF email password
    • Check the box Configure Automatically
    • Click the Add Account button

Advanced Settings

  1. From the Accounts settings window click the Advanced... button in the bottom right
  2. Verify that the following Server settings are configured:
    1. Microsoft Exchange Server is set to: https://outlook.office365.com/EWS/Exchange.asmx
    2. Directory service Server is set to: netdirectory.ucsf.edu
    3. Use SSL to connect is checked under both Microsoft Exchange and Directory Service
    4. Login with my Exchange account credentials is checked under Directory Service
  3. Click the OK button

 

Finishing Up

  1. Close the Accounts settings window
  2. If you are prompted for your account credentials again, enter your UCSF Exchange Online credentials with the username in the format [email protected]
  3. Outlook for Mac is now configured to access your UCSF Exchange Online account