The Microsoft Exchange Server provider in PADS4 allows you to connect to Microsoft Exchange Servers (Office 2010 or 2007 SP1) to retrieve calendar, inbox, or contacts data.

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Steps to Add or Modify a Microsoft Exchange Server Connection

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1. Start the Data Provider Wizard

  • Open the Data Provider Wizard in PADS4.
  • Follow the steps for Adding a Data Provider or Editing a Data Provider.
  • Select Microsoft Exchange Server as the provider type.

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2. Configure Connection Settings

  • Select the Microsoft Exchange Server Version
    • Choose the appropriate Exchange Server version from the available options.
  • Choose Automatic or Manual Configuration
    • Automatic:
      • Enter the E-mail Address of a valid Exchange account.
    • Manual:
      • Enter the Exchange Server URL to establish a connection.
    Example URL: 
    https://YourSmallBusinessServer/EWX/Exchange.asmx
  • Enter Login Credentials
    • Provide a User Name, Password, and Domain of a valid Exchange Server account.
  • Access Other User Mailbox (Optional)
    • Enter an E-mail Address to retrieve data from another user’s mailbox.
  • Impersonate Another User (Optional)
    • Enter an E-mail Address to impersonate a different user.
Click Next to continue.

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3. Select Data Source to Connect To

  • Calendar
    • Retrieves calendar data.
    • Optionally, enable Include Message Text to retrieve event details.
    • Note: Retrieving the message body may cause performance issues.
  • Inbox
    • Retrieves emails from the Inbox.
    • Optionally, specify:
      • A specific (sub)folder to retrieve emails from.
      • Include Message Text (for email body).
  • Contacts
    • Retrieves the contact list from the Exchange account.
  • Public Folders
    • Access public folders used for shared information within an organization.
    • Note: Public folders do not have an SMTP address and are accessed via the EWS API.
  • Resource Calendar
    • Retrieves room and meeting resource data.
    • Specify one or more e-mail addresses to access multiple resource calendars.
    • Optionally, enable Include Message Text to retrieve details.
  • User Availability
    • Retrieves the free/busy status of users.
    • Specify one or more e-mail addresses to get merged availability data.

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4. Set the Time Range for Data Retrieval

  • Today
    • Retrieves data from today’s schedule.
    • Optionally, apply an offset in days.
  • Now
    • Retrieves data from the current date and time.
    • Optionally, specify an offset before or after the current time.
  • Date and Time
    • Retrieves data for a fixed period.
  • Predefined
    • Select a predefined period:
      • This Week
      • Next Week
      • This Month
Important Note:
  • Retrieving data for long periods may cause performance issues due to large amounts of stored data.
  • Use filters or limit the number of rows to prevent excessive data retrieval.
Click Next to continue.

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5. Complete the Setup

  • Follow the remaining steps in the Data Provider Wizard.
  • Click Finish to finalize the setup.

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Additional Notes

  • Using a PADS4 Data Server?
    • Ensure that the Exchange Server URL is accessible from the PADS4 Server.
  • Not Using a PADS4 Data Server?
    • Make sure PADS4 Designer (for previewing) and all PADS4 Viewers can access the Exchange Server.
  • Avoid Large Data Loads
    • When retrieving long periods of data, use filters to limit memory usage.