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This guide outlines how to configure the PADS4 Workspace Outlook Add-In for on-premise Microsoft Exchange environments.

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Step 1: Obtain the Manifest File

You will first need to download the Outlook plugin manifest file from the PADS4 CMS Admin portal.

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Instructions:

  1. Open a browser and go to your server: 
    https://<server-fqdn>.pads4.com
  2. Log in using an administrator account
  3. Select CMS Admin from the list of available modules.
  4. Navigate to:
    Plugins → Calendar
  5. Download the plugin manifest file by clicking:
    Download Outlook plugin Manifest file
Save this file to a known location.

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Step 2: Upload the Add-In to Microsoft Exchange

To deploy the add-in organization-wide, follow the steps below.

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For Exchange 2016 / 2019:

  1. Open the Exchange Admin Center (EAC)
    Refer to Microsoft’s documentation for accessing the EAC.
  2. Navigate to:
    Organization → Add-Ins (or Apps in Exchange 2013)
  3. Click + (Add) and select Add from file
  4. Click Browse, locate the manifest file you saved earlier, and click Next
Once uploaded, the PADS4 Workspace Add-In will appear in the list of available apps.

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For Office 365 / Exchange Online

  1. Open Office 365 Admin Center
  2. Navigate to: Settings → Integrated apps
  3. Click Upload custom apps and select App type → Office Add-in
  4. Click Upload manifiest file (.xml) from device and select the manifest file you saved earlier.
  5. Follow the steps required (User + Deployment) to finish the configuration.
  6. Once finished, the PADS4 Workspace Add-In will appear in the list of available apps.

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Step 3: Make the Add-In Available to Users

  1. Double-click PADS4 Workspace in the list of apps.
  2. In the Edit Add-In Settings dialog, check:
    Make this app available to users in your organization
  3. Choose one of the following deployment modes:
  • Optional, enabled by default
    Add-In is enabled, but users can disable it.
  • Optional, disabled by default
    Add-In is available, but users must enable it.
  • Mandatory, always enabled
    Add-In is enforced; users cannot disable it.
  1. Click Save to apply the settings.
Make sure the email addresses of the users who make use of the plugin have a workspace account.This account needs to use the same email address as the Outlook user; this is used for authentication with the PADS4 backend, which enables you to use the PADS4 Workspace Add-in.