> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pads4.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Connecting to Office 365 Exchange

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**.

***

### **Steps to Add or Modify an Office 365 Microsoft Exchange Connection**

#### **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**.

***

#### **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:

| **Option**            | **Description**                                                                                                       |
| --------------------- | --------------------------------------------------------------------------------------------------------------------- |
| **My Calendar**       | Retrieves calendar events from your **personal** Exchange calendar.                                                   |
| **Shared Calendar**   | Retrieves **shared** calendars by specifying email addresses. Useful for **meeting rooms or group events**.           |
| **User Availability** | Retrieves **free/busy status** for specified users. Useful for **scheduling applications**.                           |
| **My Inbox**          | Retrieves **emails** from your **personal** inbox. Optionally specify a folder and whether to include **subfolders**. |
| **Shared Inbox**      | Retrieves 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.

***

#### **5. Finalize the Setup**

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

***

### **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**.