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Configure Cached Exchange Mode in Outlook 2013

Published: September 18, 2012

Summary:  Describes how administrators can configure Cached Exchange Mode for Exchange Server email accounts in Outlook 2013.

Applies to:  Office 365 ProPlus | Outlook 2013 

Audience: IT Professionals

Administrators can configure Cached Exchange Mode for Exchange Server email accounts in Outlook 2013 by following the steps that are described in this article.

In this article:

Overview

When an Outlook 2013 account is configured to use Cached Exchange Mode, Outlook 2013 works from a local copy of a user's Exchange mailbox that is stored in an Offline Folder (.ost file) on the user's computer, and with the Offline Address Book (OAB). The cached mailbox and OAB are updated periodically from the Exchange Server computer.

Cached Exchange Mode can be configured for Exchange Server email accounts only. Cached Exchange Mode is supported by all versions of Exchange Server with which Outlook 2013 can connect. That is, by Exchange Server 2007 or later versions.

If you do not configure Cached Exchange Mode options, the current state of Cached Exchange Mode does not change for existing profiles when Outlook is upgraded to a new version. For example, if a user account was configured to use Cached Exchange Mode in Office Outlook 2003, Office Outlook 2007, or Outlook 2010, Cached Exchange Mode remains enabled when the user upgrades the software to Outlook 2013. The location for new .ost or OAB files is the default location: For Windows XP, the location is %userprofile%\Local Settings\Application Data\Microsoft\Outlook; for Windows Vista and Windows 7, the location is %userprofile%\AppData\Local\Microsoft\Outlook.

You can configure several options for Cached Exchange Mode. These include the default .ost file location for users in your organization who do not already have .ost files for Cached Exchange Mode. If you do not specify a different .ost file location, Outlook creates an .ost file in the default location when users start Outlook in Cached Exchange Mode.

By default, when Outlook 2013 is installed, a new compressed version of the.ost file is created. This new compressed version of the .ost is up to 40% smaller than the size of the .ost files that were created in earlier versions of Outlook. If you must keep Outlook 2013 from creating a new compressed Outlook data file (.ost), use the Outlook Group Policy template to enable the Do not create new OST file on upgrade policy. If this policy setting is enabled, Outlook 2013 uses an existing .ost file that was created by an earlier version of Outlook.

Sync Slider and Exchange Fast Access are two new features that are available with Cached Exchange Mode in Outlook 2013. By default, they are enabled when Cached Exchange Mode is enabled. For more information, see Plan a Cached Exchange Mode deployment in Outlook 2013 and What's new in Outlook 2013.

You can lock down the settings to customize Cached Exchange Mode by using the Outlook Group Policy Administrative template. Or, you can configure default settings by using the Office Customization Tool (OCT), in which case users can change the settings.

Before you begin

Before you start deployment, review Plan a Cached Exchange Mode deployment in Outlook 2013 and Office Customization Tool (OCT) reference for Office 2013 to determine which settings you might have to configure for Cached Exchange Mode. Customization of Cached Exchange Mode settings is optional and only needed if you want to change the settings from the default configuration.

To download the Outlook 2013 administrative templates, see Office 2013 Administrative Template files (ADMX/ADML) and Office Customization Tool. For more information about Group Policy, see Overview of Group Policy for Office 2013 and Use Group Policy to enforce Office 2010 settings.

For more information about the OCT, see Office Customization Tool (OCT) reference for Office 2013.

Configure Cached Exchange Mode

Use the following procedures to configure Cached Exchange Mode settings. Note that customization of Cached Exchange Mode settings is optional and only needed if you want to change the settings from the default configuration.

note Note:

You can complete tasks in all Office 2013 suites by using a mouse, keyboard shortcuts, or touch. For information about how to use keyboard shortcuts and touch with Office products and services, see Keyboard shortcuts and Office Touch Guide.

To configure Cached Exchange Mode settings by using the Office Customization Tool

  1. In the Office Customization Tool, in the tree view, locate Outlook, and choose Add Accounts. In the Account Name column of the reading pane list, choose the account that you want to configure, and then choose Modify. The Exchange Settings dialog box appears.

    Note that in the tree view of the OCT you must choose Outlook Profile and then select Modify Profile or New Profile to add an Exchange account and configure Exchange Server settings.

  2. To enable or disable Cached Exchange Mode, or to specify default download behavior when Cached Exchange Mode is enabled, choose the Cached Mode tab.

  3. Choose Configure Cached Exchange Mode and then select the Use Cached Exchange Mode check box to enable Cached Exchange Mode for users. By default, Cached Exchange Mode is disabled if you do not select the Use Cached Exchange Mode check box.

  4. If you enabled Cached Exchange Mode in step 3, select a default download option on the Cached Mode tab:

    • Download only headers   Users see header information and the beginning of the message or item body (a 256 bytes plain-text buffer of information). Full items can be downloaded later in several ways. For example, by double-clicking to open the message or by clicking Download the rest of this message now in the reading pane.

    • Download headers followed by the full item   All headers are downloaded first, and then full items are downloaded. The download order might not be chronological. Outlook downloads headers followed by full items in the folder that the user is currently accessing, and then downloads headers followed by full items in folders that the user has recently viewed.

    • Download full items   Full items are downloaded. We recommend this option unless you have a slow network connection. The download order might not be chronological. Outlook downloads full items in the folder that the user is currently accessing, and then downloads full items in folders that the user has recently viewed.

  5. To turn off Headers Only mode, select the Download full items option button and clear the On slow connections, download only headers check box. The default behavior, when users have slow connections, is to download only headers. There are scenarios in which Outlook perceives that users have slow connections such as when users' data throughput is fast, or vice versa. In these situations, you might want to set or clear this option.

  6. Disable the download of shared folders as part of Cached Exchange Mode synchronizations to users' .ost files. By default, in Outlook 2013, shared mail and non-mail folders are downloaded. Downloaded shared folders increase the size of users' .ost files. Be aware that the setting Download shared non-mail folders applies to both mail and non-mail shared folders in Outlook 2013. If you want to only disable the download of shared mail folders, see step 8.

  7. Download Public Folder Favorites as part of Cached Exchange Mode synchronizations to users' .ost files. By default, Public Folder Favorites are not downloaded. As with shared folders, downloading Public Folder Favorites increases the size of users' .ost files. Also, synchronizing Public Folder Favorites causes additional network traffic that might be unwelcome for users who have slow connections.

  8. If you must disable shared mail folders (like a delegated Inbox) but want to allow the download of shared non-mail folders (like Calendar) for profiles that use Cached Exchange Mode, follow these steps:

    1. In OCT, in the tree view, locate Additional Content and then click Add registry entries.

    2. In the reading pane, click Add.

    3. Enter the following information:

      Registry key to allow the download of shared non-mail folders

      Root Data type Key Value name Value data

      HKEY_Current_User

      REG_SZ

      Software\Microsoft\Office\15.0\Outlook\Cached Mode

      CacheOthersMail

      0

    4. Choose OK.

To configure Cached Exchange Mode settings by using Group Policy

  1. In Group Policy, load the Outlook 2013 template.

  2. To customize Cached Exchange Mode options, open the Group Policy Management Console (GPMC) and, in the tree view, expand Domains and then expand Group Policy Objects.

  3. From the short-cut menu (right-click), choose the policy object that you want and then choose Edit. The Group Policy Management Editor window opens.

  4. In the tree view, expand User Configuration, expand Administrative Templates, expand Microsoft Outlook 2013, expand Account Settings, and then choose Exchange. You can also expand Exchange and then choose Cached Exchange Mode.

  5. In the reading pane, in the Setting column, open (double-click) the policy that you want to set. For example, in the Exchange reading pane, open Use Cached Exchange Mode for new and existing Outlook profiles.

  6. Select Enabled and select an option (if appropriate).

  7. Choose OK.

To configure a default .ost location by using Group Policy

  1. In Group Policy, load the Outlook 2013 template.

  2. To configure a default .ost location, open the Group Policy Management Console (GPMC) and in the tree view expand Domains and then expand Group Policy Objects.

  3. From the short-cut menu (right-click) of the policy object that you want, choose Edit. The Group Policy Management Editor window opens.

  4. In the tree view, expand User Configuration, expand Administrative Templates, expand Microsoft Outlook 2013, expand Miscellaneous, and then choose PST Settings.

  5. Open (double-click) Default location for OST files.

  6. Choose Enabled to enable the policy setting.

  7. In the Default location for OST files text box, enter the default location for .ost files. For example:

    %userprofile%\Local Settings\Application Data\Microsoft\newfolder.

  8. Click OK.

    You can define a new default location for both Personal Outlook data files (.pst) and .ost files. After you choose PST Settings in the tree view, open (double-click) the Default location for PST files setting in the reading pane.

To prevent a new .ost file from being created

  1. In Group Policy, load the Outlook 2013 template.

  2. To prevent a new .ost file from being created, open the Group Policy Management Console (GPMC) and, in the tree view, expand Domains and then expand Group Policy Objects.

  3. From the short-cut menu (right-click) of the policy object that you want, choose Edit. The Group Policy Management Editor window opens.

  4. In the tree view, expand User Configuration, expand Administrative Templates, expand Microsoft Outlook 2013, expand Account Settings, and then choose Exchange.

  5. Open (double-click) Do not create new OST file on upgrade.

  6. Choose Enabled to enable the policy setting and then choose OK.

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