How to Sync Your iPhone with Microsoft Exchange

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Need to sync your iPhone with Microsoft Exchange? Here’s a quick and easy way to sync your iPhone with Exchange in no time.

Steps

  1. Install iTunes 7.7 and make sure that your phone is running the iPhone OS 2.0.
  2. Check your mail settings to see if you already have your Exchange server running with IMAP. If so, disable the account in Mail Settings.
  3. Set up a new mail account by selecting Microsoft Exchange.
  4. Enter your email address (e.g. "[email protected]") in the Email box.
  5. Enter your Exchange domain and username (e.g. "Americas\bennmike") in the Username box. The text will shrink to fit.
  6. Enter your password in the Password box.
  7. The iPhone will now try to automatically discover your Exchange server. If you don't have Exchange 2007 with Autodiscovery turned on, it will fail and warn you that it couldn't validate your account. You will have to manually enter your server name in the window. Make sure you enter your ActiveSync server name, not the OWA server (as in Entourage) or the real Exchange server (as in Outlook). If you are having trouble with this, check the tips section.
  8. Tap the home button and go into Mail. You should see your new account appear, and it should show your folders and email messages within a few moments. Congratulations, your Email is now set up!

Calendar and Contacts

  1. Once you're sure email is working, go back into the Exchange Account Settings tab and tap Contacts to "ON". However, you can't sync Contacts and Calendars from both Exchange and iTunes. You must choose one or the other as the iPhone will delete your old entries when you enable this.
  2. Tap “Sync” when the iPhone warns you about deleting your existing entries. Make sure that you’re ok with this before tapping “Sync.”
  3. Wait a little bit after the iPhone enables Sync. Do not expect to see everything there immediately. It may take about 5 minutes until everything is fully integrated.
  4. Repeat these steps for your Calendar and you're all set.

Video

Tips

  • If your iPhone cannot connect to ActiveSync automatically, check for the following with your company's system administrators:
    • Are you using exchange 2003?
    • Is Autodiscovery turned off?
  • Most Exchange implementations have a variety of different servers these days, each with a unique hostname and IP address. The one you want is the ActiveSync server, sometimes called "oma.yourcompany.com" since it's mainly used for Outlook Mobile on Windows Mobile devices. If your company’s tech support doesn't know much about the iPhone, change your tactics. Ask them which host name they enter when configuring Windows Mobile smartphones and PDA’s. These servers are very common and will be is the server you need with the iPhone.

Warnings

  • You can't sync Contacts and Calendars from both Exchange and iTunes! You must choose one or the other, and the iPhone will delete your old entries when you enable this!

Sources and Citations


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