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Mail Client Configuration Document

All Email Users.

Submitted by: Trimax IT Infrastructure & Services Limited, Mumbai

February 8, 2014

Mail Client Configuration document for all Email Users


fOf

Syndicate BankCo
Contents
1.

Steps for configuring Outlook 2007 for IMAP Profile3-10

2.

Steps for configuring Outlook 2010 for IMAP Profile............................................11-17

Steps for configuring Outlook 2007 for POP Profile.18-25

4. Steps for configuring Outlook 2010 for POP Profile...26-33


5.
6.

How to Archive mail data to a local PST on Outlook 2007 for IMAP Profile..34-35
How to Archive mail data to a local PST on Outlook 2010 for IMAP Profile...36-39

7. Mobility settings
iPhone40-43
Android...44-45

Trimax IT Infrastructure & Services Limited

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Mail Client Configuration document for all Email Users


fOf

Syndicate BankCo
1. Steps for configuring Outlook 2007 for IMAP Profile.
1. Select Control Panel from Settings from Start Menu.

2. Select Mail from the Control Panel

Trimax IT Infrastructure & Services Limited

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Mail Client Configuration document for all Email Users


fOf

Syndicate BankCo

3. Click on Show Profiles in the displayed screen.

4. Click on Add to create new Profile

5. Enter the Profile name and click ok.

Trimax IT Infrastructure & Services Limited

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Mail Client Configuration document for all Email Users


fOf

Syndicate BankCo

6. Below displayed screen shot is displayed, select manually configure server settings and click on next
button.

7. Select Internet E-mail and click on next button.

Trimax IT Infrastructure & Services Limited

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Mail Client Configuration document for all Email Users


fOf

Syndicate BankCo

8. Enter Details as shown below and click on more settings button.


Example:
User Information:
Your name: Test User
Email Address: testuser@syndicatebank.co.in
Server Information:
Incoming Mail Server: imap.syndicatebank.co.in
Outgoing Mail Server: smtp.syndicatebank.co.in
Logon Information:
User Name: testuser@syndicatebank.co.in
Password: xxxxxxx

Trimax IT Infrastructure & Services Limited

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Mail Client Configuration document for all Email Users


fOf

Syndicate BankCo

9. Clicking on more settings button would open below screen shot.

10. Check the box next to Purge items when switching folders while online. With this any messages
marked for deletion will be deleted if you open a different folder.

Trimax IT Infrastructure & Services Limited

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Mail Client Configuration document for all Email Users


fOf

Syndicate BankCo

11. Choose Outgoing server tab and select my outgoing server requires authentication and also enable
use same settings as my incoming mail server as shown in below screen shot and click on OK button.

12. To check whether all the settings are configured correctly or not, you can click on test account
settings.

Trimax IT Infrastructure & Services Limited

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Mail Client Configuration document for all Email Users


fOf

Syndicate BankCo
13. It performs below displayed tests and shows status as completed. If anything fails, that indicate
wrong configuration of settings. Please check the settings once again based on the failed test.

14. Click on Finish button to finish the installation.

Trimax IT Infrastructure & Services Limited

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Mail Client Configuration document for all Email Users


fOf

Syndicate BankCo
15. If there are multiple profiles configured, then select prompt for a profile to be used and click ok.

16. Click on outlook 2007. It will prompt the user to choose a profile. Select the profile that has been
created and click on ok.

Trimax IT Infrastructure & Services Limited

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Mail Client Configuration document for all Email Users


fOf

Syndicate BankCo

2. Steps for configuring Outlook 2010 for IMAP Profile.


1. Select Control Panel from Settings from Start Menu.

2. Select Mail from the Control Panel

Trimax IT Infrastructure & Services Limited

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Mail Client Configuration document for all Email Users


fOf

Syndicate BankCo

3. Click on Show Profiles in the displayed screen.

4. Click on Add to create new Profile

5. Enter the Profile name and click ok.

Trimax IT Infrastructure & Services Limited

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Mail Client Configuration document for all Email Users


fOf

Syndicate BankCo

6. Below displayed screen shot is displayed, select manually configure server settings and click on next
button.

7. Select Internet E-mail and click on next button.

Trimax IT Infrastructure & Services Limited

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Mail Client Configuration document for all Email Users


fOf

Syndicate BankCo

8. Enter Details as shown below and click on more settings button.


Example:
User Information:
Your name: Test User
Email Address: testuser@syndicatebank.co.in
Server Information:
Incoming Mail Server: imap.syndicatebank.co.in
Outgoing Mail Server: smtp.syndicatebank.co.in
Logon Information:
User Name: testuser@syndicatebank.co.in
Password: xxxxxxx

Trimax IT Infrastructure & Services Limited

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Mail Client Configuration document for all Email Users


fOf

Syndicate BankCo

9. Clicking on more settings button would open below screen shot.

10. Choose Outgoing server tab and select my outgoing server requires authentication and also enable
use same settings as my incoming mail server as shown in below screen shot and click on OK button.

Trimax IT Infrastructure & Services Limited

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Mail Client Configuration document for all Email Users


fOf

Syndicate BankCo
11. To check whether all the settings are configured correctly or not, you can click on next button.

12. It performs below displayed tests and shows status as completed. If anything fails, that indicate
wrong configuration of settings. Please check the settings once again based on the failed test. Then
remove the check mark next to Test account settings and click on next button.

Trimax IT Infrastructure & Services Limited

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Mail Client Configuration document for all Email Users


fOf

Syndicate BankCo

13. Click on Finish button to finish the installation.

14. If there are multiple profiles configured, then select prompt for a profile to be used and click ok.

15. Click on outlook 2010. It will prompt the user to choose a profile. Select the profile that has been
created and click on ok.

Trimax IT Infrastructure & Services Limited

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Mail Client Configuration document for all Email Users


fOf

Syndicate BankCo

3. Steps for configuring Outlook 2007 for POP Profile.


1. Select Control Panel from Settings from Start Menu.

2. Select Mail from the Control Panel

Trimax IT Infrastructure & Services Limited

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Mail Client Configuration document for all Email Users


fOf

Syndicate BankCo

3. Click on Show Profiles in the displayed screen.

4. Click on Add to create new Profile

5. Enter the Profile name and click ok.

Trimax IT Infrastructure & Services Limited

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Mail Client Configuration document for all Email Users


fOf

Syndicate BankCo

6. Below displayed screen shot is displayed, select manually configure server settings and click on next
button.

7. Select Internet E-mail and click on next button.

Trimax IT Infrastructure & Services Limited

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Mail Client Configuration document for all Email Users


fOf

Syndicate BankCo

8. Enter Details as shown below and click on more settings button.


Example:
User Information:
Your name: Test User
Email Address: testuser@syndicatebank.co.in
Server Information:
Incoming Mail Server: pop.syndicatebank.co.in
Outgoing Mail Server: smtp.syndicatebank.co.in
Logon Information:
User Name: testuser@syndicatebank.co.in
Password: xxxxxxx

Trimax IT Infrastructure & Services Limited

Page 21

Mail Client Configuration document for all Email Users


fOf

Syndicate BankCo

9. Clicking on more settings button would open below screen shot.

10. Choose Outgoing server tab and select my outgoing server requires authentication and also enable
use same settings as my incoming mail server as shown in below screen shot and click on OK button.

Trimax IT Infrastructure & Services Limited

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Mail Client Configuration document for all Email Users


fOf

Syndicate BankCo

11. Click on Advanced Tab it would display below Screen.

12. Change the number of days from 14 to 5 in the Remove from Server after _5_ days. So that the
mailbox would not become full on the Server Front and then click on OK button.

Trimax IT Infrastructure & Services Limited

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Mail Client Configuration document for all Email Users


fOf

Syndicate BankCo

13. To check whether all the settings are configured correctly or not, you can click on test account
settings.

14. It performs below displayed tests and shows status as completed. If anything fails, that indicate
wrong configuration of settings. Please check the settings once again based on the failed test.

15. Click on Finish button to finish the installation.

Trimax IT Infrastructure & Services Limited

Page 24

Mail Client Configuration document for all Email Users


fOf

Syndicate BankCo

16. If there are multiple profiles configured, then select prompt for a profile to be used and click ok.

17. Click on outlook 2007. It will prompt the user to choose a profile. Select the profile that has been
created and click on ok.

Trimax IT Infrastructure & Services Limited

Page 25

Mail Client Configuration document for all Email Users


fOf

Syndicate BankCo

4. Steps for configuring Outlook 2010for POP Profile.


1. Select Control Panel from Settings from Start Menu.

2. Select Mail from the Control Panel

Trimax IT Infrastructure & Services Limited

Page 26

Mail Client Configuration document for all Email Users


fOf

Syndicate BankCo

3. Click on Show Profiles in the displayed screen.

4. Click on Add to create new Profile

5. Enter the Profile name and click ok.

Trimax IT Infrastructure & Services Limited

Page 27

Mail Client Configuration document for all Email Users


fOf

Syndicate BankCo

6. Below displayed screen shot is displayed, select manually configure server settings and click on next
button.

7. Select Internet E-mail and click on next button.

Trimax IT Infrastructure & Services Limited

Page 28

Mail Client Configuration document for all Email Users


fOf

Syndicate BankCo

8. Enter Details as shown below and click on more settings button.


Example:
User Information:
Your name: Test User
Email Address: testuser@syndicatebank.co.in
Server Information:
Incoming Mail Server: pop.syndicatebank.co.in
Outgoing Mail Server: smtp.syndicatebank.co.in
Logon Information:
User Name: testuser@syndicatebank.co.in
Password: xxxxxxx

Trimax IT Infrastructure & Services Limited

Page 29

Mail Client Configuration document for all Email Users


fOf

Syndicate BankCo

9. Clicking on more settings button would open below screen shot.

10. Choose Outgoing server tab and select my outgoing server requires authentication and also enable
use same settings as my incoming mail server as shown in below screen shot.

Trimax IT Infrastructure & Services Limited

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Mail Client Configuration document for all Email Users


fOf

Syndicate BankCo

11. Click on Advanced Tab it would display below Screen.

12. Change the number of days from 14 to 5 in the Remove from Server after _5_ days. So that the
mailbox would not become full on the Server Front and then click on OK button.

Trimax IT Infrastructure & Services Limited

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Mail Client Configuration document for all Email Users


fOf

Syndicate BankCo

13. To check whether all the settings are configured correctly or not, you can click on test account
settings.

14. It performs below displayed tests and shows status as completed. If anything fails, that indicate
wrong configuration of settings. Please check the settings once again based on the failed test.

15. Click on Finish button to finish the installation.

Trimax IT Infrastructure & Services Limited

Page 32

Mail Client Configuration document for all Email Users


fOf

Syndicate BankCo

16. If there are multiple profiles configured, then select prompt for a profile to be used and click ok.

17. Click on outlook 2010. It will prompt the user to choose a profile. Select the profile that has been
created and click on ok.

Trimax IT Infrastructure & Services Limited

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Mail Client Configuration document for all Email Users


fOf

Syndicate BankCo

5. How to Archive mail data to a local PST on Outlook 2007 for IMAP
Profile
1. Login to IMAP Profile.
2. Choose options under Tools in the menu bar.

3. Click on other Tab and click Auto archive button.

Trimax IT Infrastructure & Services Limited

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Mail Client Configuration document for all Email Users


fOf

Syndicate BankCo

4. Below Window is displayed. Enable check mark next to Run auto archive.

5. Modify the options as per the individual needs. Below we have choose Auto archive to run for
every 7 days and to download items older than 7 days to the local PST which was created by
default when you open the IMAP profile for the first time.
Data can be archived to any other custom PST folder also.

Trimax IT Infrastructure & Services Limited

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Mail Client Configuration document for all Email Users


fOf

Syndicate BankCo

6. How to Archive mail data to a local on Outlook 2010 PST for IMAP
Profile
1. Login to your IMAP Profile.

2. Click File in Menu and click on options.

Trimax IT Infrastructure & Services Limited

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Mail Client Configuration document for all Email Users


fOf

Syndicate BankCo

3. Below Window is displayed.

4. Click on Advanced and then click on Auto Archive Settings button.

Trimax IT Infrastructure & Services Limited

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Mail Client Configuration document for all Email Users


fOf

Syndicate BankCo

5. Below Screen is displayed. Enable Run Auto archive option.

6. Modify the options as per the individual needs. Below we have choose Auto archive to run for
every 7 days and to download items older than 7 days to the local PST which was created by
default when you open to IMAP profile for the first time.
Data can be archived to any other custom PST folder also.

Trimax IT Infrastructure & Services Limited

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Mail Client Configuration document for all Email Users


fOf

Syndicate BankCo
7. Then Click on OK button to complete the archive settings.

Trimax IT Infrastructure & Services Limited

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Mail Client Configuration document for all Email Users


fOf

Syndicate BankCo

7. Mobility Settings
Note: Please take the backup of Handset before configuring.
IPhone
1. On I phone, select the Mail, Contacts, Calendars icon from the Home screen on your
device.

2. Click Add Account

Trimax IT Infrastructure & Services Limited

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Mail Client Configuration document for all Email Users


fOf

Syndicate BankCo
3.On the following screen select Exchange.

4. Enter in your full email address and password and then select Next.

Trimax IT Infrastructure & Services Limited

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Mail Client Configuration document for all Email Users


fOf

Syndicate BankCo
5. Enter your full email address at the beginning.
Enter server name as: mobile.syndicatebank.co.in
Domain: syndicatebank.co.in
Username: trimax@syndicatebank.co.in
Password: xxxxxxx

6 .Click to Advance Settings and Disable use SSL

Trimax IT Infrastructure & Services Limited

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Mail Client Configuration document for all Email Users


fOf

Syndicate BankCo

7. Your device will then start "Checking Incoming Server Settings" and in the next screen select

OK

Trimax IT Infrastructure & Services Limited

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Mail Client Configuration document for all Email Users


fOf

Syndicate BankCo
Android

1. On the Android phone, select the Email icon from the Home screen on your device.

2. Enter in your full email address and password and then select Next. On the following options screen
select Exchange.

Trimax IT Infrastructure & Services Limited

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Mail Client Configuration document for all Email Users


fOf

Syndicate BankCo

3.Enter your full email address at the beginning.


Username: trimax@syndicatebank.co.in
Password: xxxxxxx
Enter server name as: mobile.syndicatebank.co.in
Disable use SSL, the "Use Secure Connection (SSL)" is unchecked.
Enter the Port 80and select next

4. Your device will then start "Checking Incoming Server Settings" and in the next screen select OK

Trimax IT Infrastructure & Services Limited

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Mail Client Configuration document for all Email Users


fOf

Syndicate BankCo

Thank You

Trimax IT Infrastructure & Services Limited

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