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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

First, 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:
  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 appears in the list of available apps.

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For Office 365 / Exchange Online

  1. Open the 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 manifest 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 appears 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. Select 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 can’t disable it.
  1. Click Save to apply the settings.
Make sure the email addresses of the users who use the plugin have a workspace account.This account needs to use the same email address as the Outlook user. PADS4 uses this address to authenticate with the PADS4 backend, which enables you to use the PADS4 Workspace Add-in.