Configuring Mail for Exchange on Mountain Lion (OS X 10.8)

These instructions will allow configuration of the included Mail (sometimes called "") program to work with the University of Rochester Medical Center's Exchange environment. Use of these instructions requires having a valid email account. An older version of these directions (for Mac OS X Leopard) is also available.

Please note, for personally-owned computer equipment: if your mail could contain legally restricted information as described by the University of Rochester Information Technology Security Policy, it is your responsibility to ensure that your computer is encrypted, in compliance with the University's Mobile Device Policy. Use of web mail (Outlook Web Access) is a safer approach that reduces your risk of storing legally restricted information onto your computer.

Step One: Start Configuration Process

If you are starting Mail for the first time, you will be shown a screen requesting your email address. If you use Mail for another email service, you will need to go into Mail -> Preferences..., choose the "Accounts" button, and then click the "+" below to create another account.


Step Two: Add Account Screen

Complete the Add Account screen as follows:

Full Name:
Your full name (as it will be displayed in message headers).
Email Address:
Your full email address (
The password for your email account.

Add Account Screen

It is possible that you will need to confirm your username, as shown below.

Confirm User Name Field

Step Three: Verify Settings

Verify Account Values

Step Four (Optional): Change Message Retention Settings

By default, Mail will keep copies of read mail and attachments from your Exchange account on your Mac. This allows the search to work better and allows you to review messages if you do not have a network connection. The "Don't keep copies of any messages" option reduces the likelihood of legally-restricted information being stored on your computer.

Advanced (Attachment) Settings

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