This page gives you detailed steps you can follow if you want to create an Exchange email account and then either 1) forward all your IU email to Exchange OR 2) forward email from Exchange to some other email account. You may need to follow these instructions if you are an AI with a umail account but need to create an Exchange account to meet IU email requirements. Alternatively, you may need an Exchange account for things like VoIP phones or calendaring but don't want to use Exchange for email.
ATTENTION NEW GRADUATE STUDENTS
UPDATE Aug 17th, 2017: There has been a change in account creation procedures at IU that affects new graduate students. As a result, the information you might have received during orientation may or may not be accurate, depending on when and how your accounts were created. Previously, both graduate and undergraduate students received a Umail email account by default. This has now changed for new graduate students who will receive only an Exchange account, and not a Umail account, by default. As a result, new graduate students may not need to bother with the creation of an Exchange account and associated forwarding if they have only the Exchange account. You can see what accounts you have per How can I view my personal or group UITS computing accounts? However, if you were an undergraduate student at IU before becoming a graduate student then you will have a Umail account and likely won't have the Exchange account so the instructions on this page still apply. If you are confused and have questions, please let us know.
It is very important to realize that the IU Exchange system does not honor your global IU email forward. For example, if you have your email@example.com and/or firstname.lastname@example.org email set to forward to some email system other than Exchange (eg. Umail or Gmail) and someone sends email to you from Exchange it will be delivered to your Exchange account and NOT forwarded. For this reason, it is important to either check your Exchange email frequently or set up forwarding so you don't lose email.
We have had reports of people forwarding their IU email to gmail and experiencing long and intermittent delays receiving email. If you have this problem, please see IU Email Forwarding Delays To Gmail
Step 1: Create your Exchange Account
If you have not already created your Exchange account, you can do so as follows:
- Go to https://one.iu.edu/
- Search for and run the "Create Additional Accounts" app
- Click the button for 'Microsoft Exchange'. If the Microsoft Exchange account does not appear as an account you can create, please let us know.
- Click 'Create Account'
It may take up to a few hours for your new account to become active.
Step 2: Decide How You Want to Manage Your Exchange Email
Once you have an Exchange account, email WILL be delivered there even if you have your global email forward sent to forward your email elsewhere. The Exchange system does not honor this global forward for email that is generated within Exchange. So, you have 3 options so you don't lose email:
Read your exchange email separately - If, for example, you have a Umail and Exchange account, you can just read both of them frequently and keep the email separate. You can use the OWA Web Interface to read your Exchange email or you can use any other email client (eg. Outlook, Thunderbird, Apple Mail, etc). If you want to go with this option, then you are done. The rest of this page involves setting up forwarding.
If you are an Instructor or Associate Instructor (AI) creating an Exchange account to be in compliance with IU policies regarding Student use of email for work-related purposes you will want to select option 2 and forward your IU email to Exchange. Simply creating the Exchange account is not sufficient to meet these requirements.
- Forward all your IU email to Exchange - If you want to have all your IU email forwarded to a single account, you can forward everything to the Exchange system and read it from there. If you want to go that route, follow the instructions in step 2a below. Since the IU Exchange system is the approved place for email communications that might contain sensitive information (such as email exchanges between students and their Instructor or AI), this is the recommended option for all faculty, staff, AIs, and UIs.
- Forward your Exchange email to some other account - If you would rather not have to read any email on Exchange, then you will have to forward that email elsewhere. Just keep in mind that the IU Exchange system is the approved place for email communications that might contain sensitive information (such as email exchanges between students and their Instructor or AI). If you want to go with this option, follow the instructions in step 2b below. Before you chose this option, please review this KB page to be sure you are not violating IU email policies: Student use of email for work-related purposes.
Step 2a: Forward All Your IU Email To Exchange
If you have decided that you want to forward all of your IU email to your Exchange account, you will need to first set up your global email forward (for your @indiana.edu and/or @iu.edu address) to go to Exchange. You can do this as follows:
- Go to https://one.iu.edu/
- Search for and run the "Email Management" app
- Click on 'Forward email'
- Select 'Set delivery for the address(es) to the IU email service' and select Exchange from the pulldown menu
- Click 'Continue' and click 'Forward' on the informational page (after you read it).
You may need to repeat that process for both your @iu.edu and @indiana.edu addresses if you have then set up to forward separately.
Once that is done, you still have to deal with your Umail account. If someone sends email directly to your @umail.iu.edu address then that will still go to your Umail account. If you want all the Umail email to also forward to Exchange, you can do that by following the instructions in the UITS KB page At IU, how do I add or remove forwarding for my Umail account?
Step 2b: Forward Your Exchange Email To Some Other Account
Note that it will take a couple hours after you create your Exchange account before you will be able to complete this step. If you try to log into the web interface and get a message about the web site being 'out of date' that means you haven't waited long enough so please try back later.
If you have decided that you want to forward your Exchange email to some other email account, you will need to set up an Exchange forwarding rule which can be done as follows:
- Go to the Outlook web interface at https://mail.iu.edu/. If you get an error (see note above) please wait and try later.
- Near the upper right corner, click the Settings icon (looks like a gear) and select Options from the menu.
- On the left menu, select organize email.
- Under Inbox Rules, click New (the + icon) and select 'create a new rule for arriving messages...'
- Under Name, give this rule a meaningful name (like "Forward all messages to gmail")
- Under "When the message arrives, and:", use the drop-down menu to select [Apply to all messages].
- Under "Do the following:", use the drop-down menu to select Redirect the message to...
An addressbook window will pop up. Go to the top of that window and in the "To" field, enter the address to which you want to forward your email, and then click OK. Please note that you should NOT use an address of the form email@example.com or firstname.lastname@example.org here. If you have your @indiana.edu or @iu.edu address forwarded to some other location, enter that target address (eg. email@example.com) explicitly here and not firstname.lastname@example.org or email@example.com.
Please note that it might be against IU policy for faculty, staff, and student employees to forward their IU email to mail systems outside of IU (such as gmail/umail, yahoo, personal email server, etc). Faculty and staff (including students working as AIs/UIs per About email for graduate SAAs and Student use of email for work-related purposes) receive email to their IU account that may include sensitive data (including, but not limited to, FERPA-protected communications with students). The only qualified email system for such potentially sensitive data is the Exchange system. Other non-IU mail systems (such as gmail/umail) are not an IU-approved place to receive sensitive data. In order to be completely in compliance with IU policy, our recommendation is that faculty, staff, and student employees who are Associate Instructors forward all IU email to an Exchange account and not forward it to unapproved non-IU email systems (including gmail/umail).
- Click on 'More Options..."
- Click the 'Add Action' button and select 'Move, copy, or Delete' -> 'Move the message to folder', and select the Junk E-Mail folder. If you don't delete messages after forwarding they will accumulate on the Exchange server and you will eventually hit your disk quota and email may bounce. When you move a message to the Junk E-Mail folder it will be automatically deleted after 5 days.
- In the New Inbox Rule window, click Save.
- If asked if you want to apply this rule to all future messages, click Yes
Step 3: Verify That Your Forwarding Rules Are Working
It is important to verify that any forwarding rules you set up are working as expected so you don't lose email. You should send yourself email to all the IU addresses you have including @iu.edu, @indiana.edu, and @umail.iu.edu and be sure you see them all. Just keep in mind that some mail systems do unexpected things with the forwarding of email you send to yourself. Both Umail/Gmail and Exchange do unexpected things so your best bet is to do this testing from some non-IU/non-Umail email account.
If you have chosen to forward your Exchange email to some other account, you should also do the following.
- Go to the Outlook web interface at https://mail.iu.edu/
- Click 'New' to compose a new message
- Set the To: address to firstname.lastname@example.org (where you obviously replace username with your IU username).
- Give the message a subject and body and then click Send
- Verify that this message shows up wherever you have your email forwarding to. If you set up the rule to also move messages to the junk folder after forwarding (as recommended in step 2), you should NOT also see a copy in the Outlook Web inbox but you should see it in the Junk E-mail folder. Keep in mind that messages in the Junk E-mail folder are auto-deleted after 5 days.
Step 4: Cleanup
If you have chosen to forward your Exchange email to some other account, It is possible that you received email on the Exchange server during the time period from when you created your Exchange account (step 1) and when you created the forwarding rule (step 2b). If so, that email should show up in the Outlook Web inbox but will not get forwarded. You can just read/reply/delete any messages that show up there directly from the Outlook Web Interface.