End User Guide Hosting Administration Control Panel (CP)

Transcription

1 End User Guide Hosting Administration Control Panel (CP)

2 MailStreet End-User Control Panel / Table of Contents Page 2 of 11 Table of Contents QUICK REFERENCE GUIDE... 3 DOCUMENTATION TYPOGRAPHICAL CONVENTIONS... 4 END-USER MAILSTREET HOSTING CONTROL PANEL (CP) ACCESS... 5 LOGGING INTO THE SYSTEM (AS AN END-USER)... 5 RESETTING YOUR PASSWORD / CHANGING DISPLAY NAME... 6 CHANGING CONTACT INFORMATION... 7 VIEWING EXCHANGE SETUP INFORMATION... 8 ADDING ALIAS ADDRESSES... 9 ENABLING FORWARDING FEEDBACK: If you note mistakes in this guide, or identify procedures that are incorrect, we encourage you to your feedback to userguidefeedback@hostaccount.com. We continually strive to improve our customer support resources and your feedback in invaluable in assisting us with our goal to provide exceptional customer service. PLEASE NOTE: This MailStreet Hosting Control Panel Support Resources section is updated periodically as new customer resources are added to assist customers with the use of their hosted services. You should occasionally check for updates to these support resources by logging into the Admin Control Panel and selecting the Support menu option under the Hosting menu. DOCUMENT REVISION DATE: September 1, 2009

3 MailStreet End-User Control Panel / Quick Reference Navigation Page 3 of 11 LEGEND FOR MENU NAVIGATION Menu Structure [Buttons] Tab or Sub Tab Hyperlink Column Name, Checkbox, Radio button etc: Instruction END USER ACCESS FEATURE MENU NAVIGATION QUICK REFERENCE COMMENT Resetting Password User Account Login [Change Password] Users can utilize this feature to change their current password. If the User does NOT know their password, the Admin will have to reset on the User s behalf. Change Display Name User Account Login [Edit] The Display Name is the name seen by recipients. Change User Contact Information Viewing Exchange Setup Instructions Add Alias Address(es) Change Primary Address Setup Forwarding User Account Contact Information [Edit] Exchange Mailbox General Mailbox Access: View setup info Exchange Mailbox E mail Addresses [Add New E Mail Address] Exchange Mailbox E mail Addresses [Change] Primary e mail address: Set as primary e mail address [Finish] Exchange Mailbox Forwarding [Enable Object] Enter forwarding address [Submit] Three (3) separate sections: General, Address, Phones. A pop up screen displays setup instructions for: Outlook, Web Access (OWA), Active Sync, IMAP4, POP3. A User can create unlimited aliases that route to their mailbox. A User with multiple aliases may select only one as the primary, or "reply to", address. When forwarding, a copy may also be left on the Exchange server mailbox.

4 MailStreet End-User Control Panel / Introduction Page 4 of 11 Welcome to the MailStreet End User Hosting Control Panel (CP) The MailStreet account control panel is your gateway to all of the administrative functions that you can perform on your MailStreet account as an end-user. An end-user is any account that does not have administrative privileges. Nevertheless, end-users can access the Hosting Control Panel to manage a number of features associated with your MailStreet account. Documentation Typographical Conventions The following formatting conventions are used throughout this guide. FORMATTING CONVENTION TYPE OF INFORMATION EXAMPLE Bold Used to identify screen names and input fields. The Add New Domain screen is displayed which [Bold brackets] Bold Menu Navigation Options Used to identify buttons and icons on a screen which are used to accept data input or navigate to a new screen. Used to define a series of menu options selected in order. Each individual menu choice is separated by the divider icon. Complete this screen and click the [Next >>] button. To make new domain purchases utilize the Billing Domain Management Register New function from the main menu. Dark Blue Underline Used to identify a hyperlink on a screen. Click on any of the Select links under the Select column in order to access that subscription s main menu screen. Bold Italic Bright Blue Used to identify a hyperlink to a different section of the documentation guide. Click on these links to quickly access the referenced information. To make new domain purchases utilize the Billing Domain Management Register New function from the main menu >> Clicking on the link above will take you to the documentation guide page where this information can be found.

5 MailStreet End-User Control Panel / End-User Access Page 5 of 11 End-User MailStreet Hosting Control Panel (CP) Access End-users who have hosted Exchange, SharePoint, or other hosted services with MailStreet also have access to the MailStreet Hosting Control Panel. The end-user s role, or permissions, is configured so that end-users can only make changes to their own account without affecting other users, or the account itself. These account changes are restricted to items such as the individual user s address(es), contact information, password reset, etc. Logging into the System (as an End-User) 1) Log into the Control Panel at The Username and Password are the same as for logging into Exchange and SharePoint. Typically the Username is the same as your address. Please call customer support at if you experience any problems with logging in. 2) Once logged in, the end-user will see the main MailStreet Hosting CP menu, which is specific to that user s role : As you can see in the example above, the end-user has no access to the overall company account, billing, nor any add/delete mailbox capabilities. Should an end-user need greater access, the end-user s role may be upgraded to administrator-level in the MailStreet Hosting CP portal by a current account Administrator. Once upgraded to administrator, the end-user access will be greatly enhanced.

6 MailStreet End-User Control Panel / Resetting Your Password Page 6 of 11 Resetting your Password / Changing Display Name IMPORTANT: Rather than using the Outlook Web Access (OWA) portal to change a User s Exchange password, we recommend that all Users utilize this MailStreet Hosting CP to change passwords. Resetting the password from the Admin Console will update BOTH the Admin Console AND Exchange access passwords so that they are both the same and there is no confusion as to being locked out of either the Admin Console or the User s mailbox. 1) Log into the Control Panel, and access User Account Login from the left-side navigation or main menu links: 2) The current user credentials are displayed. Click the [Edit] button to change the Display name. Optionally, click the [Change Password] button to reset the password. 3) Enter the new password and confirm the password in the second field. Click the [Submit] button to save your password changes.

7 MailStreet End-User Control Panel / Change Contact Information Page 7 of 11 Changing Contact Information 1) Log into the Control Panel, access User Account Contact Information from the left-side navigation or main menu links. The following screen is displayed: 2) Click any of the [Edit] buttons to add or change personal contact information. Make any updates/edits and click the [Submit] button to save your changes for this end-user. This information is displayed to other users in your account via the Global Address List. You may edit the following main sections of the Customer s Contact Information: i. General ii. Address iii. Phones iv. Organization

8 MailStreet End-User Control Panel / Viewing Setup Information Page 8 of 11 Viewing Exchange Setup Information 1) Log into the Control Panel, and access Exchange Mailbox General from the left-side navigation or main menu links. The following end-user mailbox information is displayed: 2) From within the Mailbox Access section, click the View setup info links to see configuration instructions on how to access OWA, Outlook (RPC over HTTPS), ActiveSync (if enabled for this user), and IMAP/POP. Follow the setup instructions displayed in the Help Window for each item selected: NOTE: The OWA link takes the User directly to the Outlook Web Access (OWA) login window.

9 MailStreet End-User Control Panel / Adding Alias Addresses Page 9 of 11 Adding Alias Addresses 1) Log into the Control Panel, and access Exchange Mailbox Addresses from the left-side navigation or main menu links. Here you will see the user s primary address, as well as any additional aliases also associated with this mailbox. Click the [Add New Address] button. 2) Enter a new address prefix for this alias in the address: input field, and select the desired domain name from the drop-down list. Click the [Submit] button to accept the inputs for this alias. 3) The Addresses screen updates to show all aliases for this mailbox and the Status column updates with Creating for the newly created alias. You may click the Refresh link at the top right of the screen after a few seconds, and the status will refresh to be Ready. 4) Now that you have more than one address/alias associated with this mailbox, it is possible to change the primary address by clicking the [Change] button shown in Step 1 above.

10 MailStreet End-User Control Panel / Adding Alias Addresses Page 10 of 11 The primary address is identified at the top of this Addresses screen and also identified as the primary under the Primary addresses column. 5) If you click the [Change] button, the Primary addresses column updates with links for all defined aliases. Click on the desired alias Set as primary address link to designate the address as the new primary address for this mailbox. Click on the [Finish] button to make the primary address change. The newly selected primary address will be displayed on the Addresses screen that displays all defined addresses for this mailbox. NOTE: By clicking the Synchronize Service User s login with primary address checkbox, the User s login access will be re-set to correspond with the new primary address.

11 MailStreet End-User Control Panel / Forwarding Page 11 of 11 Enabling Forwarding 1) Log into the Control Panel and access Exchange Mailbox Forwarding from the left-side navigation or main menu links. To enable forwarding, click the [Enable Object] button. 2) In the address: input field type the address to which you would like to forward your messages. This is a free-form field that requires that you type the forwarding address exactly as it should be addressed. Click the [Submit] button to save your forwarding parameters. Click the Leave copy of messages checkbox if you wish to leave a copy of your messages in your MailStreet mailbox in addition to forwarding to the specified forwarding address. If you do not click this checkbox, will be forwarded to your external address without saving a copy in your MailStreet mailbox. Once you have finished, click the [Submit] button to finalize your forwarding parameters. NOTE: The above example represents forwarding to a Blackberry Internet Service (BIS) account, which is only that fails to synch back to your Exchange mailbox. To obtain full replication and synching of your Exchange mailbox ( , Contact, Calendar, Notes & Tasks) to a Blackberry device you will need to obtain Blackberry Enterprise Service.