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Initial configuration of CodeTwo Exchange Sync in environments where AutoDiscover cannot be reached


When installing and configuring Exchange Sync a pop-up window emerges as below and the program seems to be not able to communicate to the Autodiscover service.

Fig. 1. An example of the window that is displayed if the program cannot communicate with the Autodiscover.


Since the version 2.5 of the CodeTwo Exchange Sync this issue has been eliminated and there has been much better connectivity algorithms implemented. So if you can see above window, there is probably an out of date version of the software installed on your machine. Please update the program to the latest release

If you are not able to do an update for some reason, please read the content below. 

Before attempting the manual configuration following steps below please consult the Setting up the IIS for Exchange Sync article to exclude the improper IIS configuration as the source of the problems.

The settings in this window depend on the version of Exchange Server you are using:

  • 2003: just click OK to confirm.
  • 2007: you need to provide the Server Name only.
  • 2010: you need to provide the Server Name only.
  • 2013: you need to provide the Personalized Server ID only and CAS Name.

What is…

  • Server Name – Exchange Server Fully Qualified Domain Name.
  • Personalized Server ID – it is a connection point comprised of mailbox GUID, @ symbol, and the domain portion of the user’s primary SMTP address.
  • CAS Name – Client Access Server Name for environments where CAS machine or CAS Array is in operation.

How to obtain your Server Name, Personalized Server ID and CAS Name:

  1. Go to the computer where Outlook is installed and run it.
  2. In your system tray (bottom right corner of the Desktop) find MS Outlook icon.
  3. Hold the left Control key and left mouse button click on that icon.
  4. From the menu that pop-ups pick option “Test E-mail Autoconfiguration”.

    Fig. 2. Opening MS Outlook Test E-mail AutoConfiguration.

  5. In the “Test E-mail AutoConfiguration” window provide an email address of the account under which the program’s service will be running. Uncheck all checkboxes except for “Use AutoDiscover”.

    Fig. 3. Running MS Outlook Test E-mail AutoConfiguration.

  6. In the "Results" tab you can find the Server Name in the "Server" field. In case of the Exchange Server 2013 the same "Server" field value is your Personalized Server ID.

    Fig. 4. Finding the Server name or Personalized Server ID.

  7. The CAS Name is visible in the "Log" tab as the server name and the domain in the URL of the “AutoDiscover”.

    Fig. 5. Finding the CAS Name.

What if you check the checkbox "don't ask me again" but want to change those settings in the future?

  1. Run your Windows Explorer and in the address bar type in %appdata% and hit Enter.
  2. Follow the path ...\AppData\Roaming\CodeTwo\Exchange Sync to find a file ConData.ini
  3. Edit the ConData.ini file with a notepad
  4. An unconfigured file looks like the below presented example, however, if your Autodiscover happen to work properly and you are never prompted about the settings described in this article, the file will never exist at all:
  5. If the checkbox not to ever ask again was checked the last value is 1. You need to change it to 0 to get the settings window to pop-up again in the event of Autodiscover not being available.

See also:

If the program does not work despite meeting the above requirements please see the diagnosing CodeTwo Exchange Sync article.

  • Applies to: CodeTwo Exchange Sync
  • Categories: How-To
  • Last modified: 2015-01-20
  • Created: 2013-08-15
  • ID: 282
  • Keywords: CodeTwo Exchange Sync, Server Name, Personalized Server ID, CAS name, AutoDiscover, AutoConfiguration
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