Enabling and Configuring Mail Sync for Microsoft Exchange

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Important Information on Requesting Support

There is no simple way to configure Microsoft Exchange and Mail Sync. Configuring Microsoft Exchange requires both using the custom Mail Sync provider option in Lead Gen & CRM and, depending on the iteration of Microsoft Exchange, a series of different configurations on the Microsoft Exchange server.

As such, configuring Mail Sync for Microsoft Exchange depends on individual configurations and almost always requires involving the IT professional who manages the Microsoft Exchange server. 

Before contacting Lead Gen & CRM Support for matters regarding Microsoft Exchange, first contact your IT professional to configure your individual Microsoft Exchange server settings and enable Mail Sync.

Important: Microsoft may have updated or no longer support certain iterations of Exchange. This article may be outdated as a result. Contact your IT professional to review this content and configure Exchange.

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Connecting to Microsoft Exchange 2013

When installing Microsoft Exchange Server 2013, IMAP4 client connectivity is not innately enabled. To enable IMAP4 client connectivity, you need to start two IMAP services: the Microsoft Exchange IMAP4 service and the Microsoft Exchange IMAP4 Backend service. When you enable IMAP4, Microsoft Exchange 2013 accepts unsecured IMAP4 client communications on Port 143 and over Port 993 using Secure Sockets Layer (SSL).

The Microsoft Exchange IMAP4 service runs on Microsoft Exchange 2013 computers that are running the Client Access server role. The Microsoft Exchange IMAP4 Backend service runs on the Microsoft Exchange 2013 computer that is running the Mailbox server role. In environments where the Client Access and Mailbox roles are running on the same computer, you manage both services on the same computer.

 

Locating IMAP Settings

You will need to first locate IMAP settings.

To locate settings in Microsoft Exchange 2013, do the following:

1. Log in to the Microsoft Exchange mailbox.
2. Click File > Info > Account Settings.
3. Click E-mail Accounts in the pop-up window that appears.
4. Ensure your Account Type is set up as IMAP and not POP3 in the Change E-mail Settings pop-up window that appears.
5. Click Check your Incoming and Outgoing server. 

This information will be used as your Host, and it is what will be placed in the Host field.

 

Using Microsoft Management Console Services to Enable IMAP4: Client Access

To enable IMAP4 through Microsoft Management Console Services, you will need to modify settings on the computers running the Client Access and Mailbox server roles.

On the computer running the Client Access server role, do the following:

1. Click Services (local) in the console tree of the Services snap-in.
2. Right-click Microsoft Exchange IMAP4 > Properties in the result pane.
3. Click Automatic > Apply, located under Startup type in the General tab.
4. Click Start > OK under Service status.

 

Using Microsoft Management Console Services to Enable IMAP4: Mailbox

Once you have modified the Client Access server, you can modify the Mailbox server.

On the computer running the Mailbox server role, do the following:

1. Click Services (local) in the console tree of the Services snap-in.
2. Right-click Microsoft Exchange IMAP4 Backend > Properties in the result pane.
3. Click Automatic > Apply, located under Startup type in the General tab.
4. Click Start > OK under Service status.

 

Using Exchange Management Shell to Enable IMAP4: Client Access

To enable IMAP4 through Exchange Management Shell, you will need to modify settings on the computers running the Client Access and Mailbox server roles.

On the computer running the Client Access server role, do the following:

1. Set the Microsoft Exchange IMAP4 service to start automatically as Set-service msExchangeIMAP4 -startuptype automatic.
2. Start the Microsoft Exchange IMAP4 service as Start service msExchangeIMAP4.

 

Using Exchange Management Shell to Enable IMAP4: Mailbox

Once you have modified the Client Access computer, you can modify the Mailbox computer.

On the computer running the Mailbox server role, do the following:

1. Set the Microsoft Exchange IMAP4 Backend service to start automatically as Set-service msExchangeIMAP4BE -startuptype automatic.
2. Start the Microsoft Exchange IMAP4 Backend service as Start-service msExchangeIMAP4BE.

 

Validating Enabled IMAP4

To see if IMAP4 was successfully enabled on the Client Access server, look in the Services tab of Windows Task Manager. The status for MSExchangeIMAP4 will show as Running if IMAP4 is enabled.

To see if IMAP4 was successfully enabled on the Mailbox server, look in the Services tab of Windows Task Manager. In the Services tab, the status for MSExchangeIMAP4BE will show as Running if IMAP4 is enabled.

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Connecting to Microsoft Exchange 2010

There are many different tasks to perform when connecting to Microsoft Exchange 2010.

 

Locating IMAP Settings

You will need to first locate IMAP settings.

To locate settings in Microsoft Exchange 2010, do the following:

1. Log in to the Microsoft Exchange mailbox.
2. Click File > Info > Account Settings.
3. Click E-mail Accounts in the pop-up window that appears.
4. Ensure your Account Type is set up as IMAP and not POP3 in the Change E-mail Settings pop-up window that appears.
5. Click Check your Incoming and Outgoing server. 

This information will be used as your Host, and it is what will be placed in the Host field.

 

Viewing or Configuring IMAP4

IMAP4 properties have certain conditions to fulfill. 

To view or configure IMAP4 properties, do the following:

1. Navigate to
   Server Configuration > Client Access > POP3 and IMAP4 in the console tree.
2. Select IMAP4 > Properties in the work panel. 
3. Specify a banner string for your IMAP4 in the General tab.
4. Specify the IP addresses and TCP ports on the Receive connector that accepts connections from IMAP4 clientIn the Binding tab.
5. Specify the method by which your IMAP4 users will log onIn the Authentication tab.
6. Configure the following in the Connection tab:
   • Time-out settings
   • Connection limit settings
   • Proxy target port for IMAP4
7. Specify the message and calendar retrieval settings for your IMAP4 clients in the Retrieval Settings tab.

Important: You need to be assigned permissions before you can perform this procedure.

Note: The banner string is what clients see when they log on to their Exchange mailbox. The default banner string for IMAP4 is The Microsoft Exchange IMAP4 service is ready. If Microsoft Exchange Server 2010 is deployed on a computer running the Windows Server 2008 operating system, enter IP addresses and IP address ranges in Internet Protocol Version 4 (IPv4) format, Internet Protocol Version 6 (IPv6) format, or both formats. A default installation of Windows Server 2008 enables support for IPv4 and IPv6. 

 

Using Exchange Management Shell to Configure IMAP4

You can use Exchange Management Shell to configure and view IMAP4 properties. The following are examples of procedure results.

You can set IP addresses and return settings. When setting the IP address for communication, consider the following example to set the IP address over a TLS-encrypted connection or a connection that is not encrypted on a Client Access server named CAS01:

Set-ImapSettings -Server "CAS01" -UnencryptedOrTLSBindings IPaddress: 993

When setting the return settings for communication, consider the following example to return the IMAP4 settings for the server CAS01:

Get-IMAPSettings -Server CAS01

Important: You need to be assigned permissions before you can configure settings.

 

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Connecting to Microsoft Exchange 2007

IMAP and POP settings need to be attended to when connecting to Microsoft Exchange 2007. 

Locating POP3 and IMAP4 Settings

You will need to first locate POP3 and IMAP4 settings.

To locate settings in Microsoft Exchange 2007, do the following:

1. Log in to the Microsoft Exchange mailbox.
2. Click File > Info > Account Settings.
3. Click E-mail Accounts in the pop-up window that appears.
4. Ensure your Account Type is set up as IMAP and not POP3 in the Change E-mail Settings pop-up window that appears.
5. Click Check your Incoming and Outgoing server.

This information will be used as your Host, and it is what will be placed in the Host field.

 

Turning On IMAP4

You will need to turn on IMAP4. To use the Microsoft Management Console to turn on IMAP4, do the following:

1. Click Services (local) in the console tree of the Services snap-in.
2. Right-click Microsoft Exchange IMAP4 > Properties in the result pane.
3. Click Automatic > Apply, located under Startup type in the General tab.
4. Click Start > OK under Service status.

Type the following commands and press ENTER after each command to use the Exchange Management Shell to turn on IMAP4:

• Set-service msExchangeIMAP4 -startuptype automatic
• Start-service msExchangeIMAP4

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Connecting to Microsoft Exchange 2003

You can configure Microsoft Exchange 2007 Client Access servers to connect mailboxes located on Microsoft Exchange 2003 servers. However, when you do this, you must disable Secure Sockets Layer (SSL) encryption and enable basic authentication on the Microsoft Exchange 2003 server.

Because the user name and password are sent in clear text when basic authentication is used without encryption, Lead Gen & CRM recommends that you secure the traffic between the Client Access server and Microsoft Exchange Server 2003 server by using Internet Protocol security (iPsec). 

Important: To perform the following procedures on a computer that has the IMAP4 service enabled, the account you use must be delegated the Exchange Server Administrator role and membership in the local Administrators group for the target server.

Click Tools > View or change existing email account in Microsoft Exchange 2003. This should show your server and port that should be placed in the box fields labeled Host and Port.

You can configure IMAP4 access to Microsoft Exchange 2003 servers using the default port value. Run the following command in Exchange Management Shell to do so:
Set-ImapSettings -ProxyTargetPort 143

You can disable IMAP4 access to Microsoft Exchange 2003 servers. Run the following command in Exchange Management Shell to do so:
Set-ImapSettings -ProxyTargetPort 0

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Connecting to IMAP Mailboxes in Lead Gen & CRM

Once IMAP is available on the Microsoft Exchange server, follow the normal mapping process to connect to Lead Gen & CRM.