5.1 Installation
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## 5.1 Installation

Kerio Outlook Connector can be installed at the following operating systems:

- Windows XP

- Windows Vista with the latest Service Pack installed

- Windows 7

Installation of the Kerio Outlook Connector can be run with the following versions of MS Outlook:

- Outlook XP with the most recent update of Service Pack.

- Outlook 2003 with the most recent update of Service Pack.

- Outlook 2007 with the most recent update of Service Pack.

Kerio Outlook Connector (Offline Edition) requires Internet Explorer 6.0 or higher.

To get the Kerio Outlook Connector installation package, follow these guidelines:

1. In your browser, enter your mailserver's URL address following the pattern `http://server_name/` (e.g.`http://mail.company.com/`).

2. If the address is correct, the Kerio WebMail login page is opened. Click on the Integration with Windows link displayed at the bottom of the login dialog.

3. This opens the Integration with Windows page. Simply click on Download Kerio Outlook Connector.

Installation wizard is used for the Kerio Outlook Connector (Offline Edition) installation. Once the installation is completed, it is necessary to set a profile and an email account explicitly (see section 5.1.2 Profile and Email account settings).

### Warning

- MS Outlook must be installed on the computer prior to the Kerio Outlook Connector (Offline Edition) installation, otherwise the application will not function properly.

- When the upgrade or downgrade of MS Outlook is performed, it is necessary to run Kerio Outlook Connector's repair installation.

### 5.1.1 Installation on computers where Kerio Outlook Connector has been installed

In the majority of cases, upgrade from Kerio Outlook Connector to Kerio Outlook Connector (Offline Edition) is smooth. At the beginning of the installation, a convertor is started which converts all Kerio profiles of the particular user to profiles for Kerio Outlook Connector (Offline Edition). If the station is connected to the Internet, Kerio Outlook Connector (Offline Edition) local database is created automatically and updated..

Special cases:

One workstation is shared by multiple users

  If a workstation is used by multiple users, install the program once and then run the convertor (Start → Programs → Kerio → Outlook Profile Conversion Utility) for each user.

Kerio Outlook Connector is installed without connection to Kerio MailServer

  In such cases profiles are converted, but they must be finished upon connecting to the server:

  1. In the profiles dialog (Start → Settings → Control Panel → Mail → View Profiles), select the Kerio profile and click on Properties.

  2. In the wizard, click on User Accounts.

  3. On the following page, double-click on the Kerio account and confirm settings by the OK button. Conversion to Kerio Outlook Connector (Offline Edition) profile is then finished automatically.

  This procedure must be taken for each profile with Kerio account.

### 5.1.2 Profile and Email account settings

The user profile keeps custom settings of MS Outlook. In MS Outlook, any number of user profiles can be created. Using of multiple user profiles is essential especially in the following situations: either the computer is accessed by multiple users and each of them needs his/her own email address and personal settings or a user can access multiple mailboxes and wants to use different personal settings for each of them. In other cases, one profile for one or more email accounts is sufficient.

### Warning

Only one Kerio Outlook Connector (Offline edition) account is allowed in each profile.

#### Automatic configuration

For automatic configuration of profiles, there is a special tool called ProfileCreator. To get and start it, follow these guidelines:

1. In your browser, enter your mailserver's URL address following the pattern `http://server_name/` (e.g.`http://mail.company.com/`).

2. If the address is correct, the Kerio WebMail login page is opened. Click on the Integration with Windows link displayed at the bottom of the login dialog.

3. In the Integration with Windows page just opened, click on Click here to auto-configure Kerio Outlook Connector.

4. Depending on your browser and its settings, the tool gets downloaded and launched automatically or it only gets downloaded and you can run it by double-clicking on the tool's icon.

5. The script now runs MS Outlook, creates a new profile and preconfigures your Kerio account. For security reasons, enter only your user mailbox password.

6. Click on Retrieve Info to check whether the password is correct and whether the login data can be used for connection to the server.

#### Manual configuration

Settings for a new profile can be configured in the Start → Settings → Control Panel → Mail menu:

1. In the Email Settings dialog, select the Show Profiles button.

2. Click on the Add button to create a new profile and enter its name. Any name can be used.

3. This opens the email account wizard, where a new account can be created. In the dialog, simply enable the Manually configure server settings or additional server types option.

4. In the Choose e-mail service dialog, select the Other option and enable Kerio MailServer (KOC Offline Edition) (see figure 5.1 New account settings — e-mail service selection). Click on Next.

   Figure 5.1. New account settings — e-mail service selection

5. On the Accounts tab set basic parameters for connection to the mailserver (see figure 5.2 New account settings):

   Figure 5.2. New account settings

   Server Name

     DNS name or IP address of the mailserver (for help, contact your network administrator).

   Secure Password Authentication

     The option enables use of SPA authentication (based on NTLM authentication). When checked, users are not required to set usernames and passwords — authentication against domain will be used instead.

     To make the SPA authentication work, both the computer as well as the user account have to be parts of the domain used for authentication.

   Username

     Username used for logging to the MailServer. If the user does not belong to the primary domain, a full user name including domain is required (`jwayne@company.com`).

   Password

     Enter your username.

   Save password

     This option saves the password. It is therefore not necessary to authenticate with login information upon each startup of MS Outlook.

   Press the Retrieve Info button to test if correct user data has been specified and if the connection to Kerio MailServer works properly. If the test is finished successfully, a corresponding User Name and Email Address are automatically filled in.

6. By default, any traffic between Kerio MailServer and MS Outlook is secured by SSL. If there are no problems encountered regarding encrypted traffic, it is recommended to keep settings unchanged.

   ### Warning

   SSLsecured traffic requires installation of an SSL certificate issued by a trustworthy certification authority.

### 5.1.3 Automatic updates

Updates of Kerio Outlook Connector are performed automatically. In addition to this, update check for new versions of Kerio MailServer and Kerio Outlook Connector is performed upon each startup of MS Outlook. If a new version is available or the versions are different on the server and the client, a recommendation for update of Kerio Outlook Connector appears. Once this dialog is confirmed, update is performed, followed by an automatic restart of MS Outlook. The whole update including restart should take up to two minutes, depending on connection data-flow speed.

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Chapter 5 Kerio Outlook Connector (Offline Edition) | Contents | 5.2 The Online/Offline mode