The Office 365 Microsoft Exchange provider in PADS4 enables connections to Exchange Online (cloud-based). This allows retrieval of data such as calendars, inbox messages, and user availability.

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Steps to Add or Modify an Office 365 Microsoft Exchange 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 Office 365 Microsoft Exchange as the provider type.

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2. Configure Connection Settings

  • Specify Proxy Settings (If Required)

    • If your organization uses a proxy server, enter the required settings.
    • Contact your system administrator for details.

  • Authenticate with Microsoft Exchange

    • Click the Authenticate button.
    • A Microsoft sign-in page will open.
    • Log in with your Exchange Online credentials and authorize PADS4 to access your environment.
    • Once authentication is successful, the status will display successful.

  • Reauthentication

    • Each time you edit this data provider, you will need to reauthenticate.

Click Next to continue.

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3. Choose the Data Source to Retrieve

Select the type of Exchange data to retrieve:

OptionDescription
My CalendarRetrieves calendar events from your personal Exchange calendar.
Shared CalendarRetrieves shared calendars by specifying email addresses. Useful for meeting rooms or group events.
User AvailabilityRetrieves free/busy status for specified users. Useful for scheduling applications.
My InboxRetrieves emails from your personal inbox. Optionally specify a folder and whether to include subfolders.
Shared InboxRetrieves emails from a shared inbox by specifying email addresses. Optionally merge data from multiple inboxes.

Click Next to continue.

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4. Configure Data Filtering Options

  • Include Message Text

    • Check this option to retrieve the email body along with other metadata.

  • Specify Date Range (From / Until)

    • Use a static or dynamic period to filter results.
    • Reduces memory usage and increases performance.

Note:
If retrieving a large period of data, this may cause high memory usage. Use filters or set a maximum number of rows to avoid excessive data loads.

Click Next to continue.

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5. Finalize the Setup

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

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Additional Notes

  • If authentication fails, ensure that your Microsoft 365 account has the necessary permissions to access Exchange Online.
  • If large data sets are causing performance issues, limit the time range or the number of rows retrieved.
  • If using a proxy server, ensure that proxy settings are correctly configured.

This setup allows PADS4 to retrieve and display real-time Exchange data for emails, calendars, and availability.