Prerequisites
In order to connect your Microsoft Office 365 to ResourceXpress, you will first need the following ready before proceeding:
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4. Resource mailboxes already created under your Office 365 account.
Please refer to Office 365 - Creating Resource Mailboxes in Office 365 for help on this.
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The ResourceXpress user account will require Full Access permissions to each resource account in order to create, amend and delete bookings. To give Full Access permissions to a resource, sign onto your Office 365 admin center with your administrator account. Enter the Exchange admin center. Under Recipients then click on Resources. Select a resource and click on the edit icon on the toolbar: Configurable settings for the resource will appear in a new window. Select mailbox delegation on the left-hand side, and scroll down to the third option, Full Access. Click on the + button: Search for the designated ResourceXpress user as well as any additional users that will have the ability to edit bookings for this resource. Select and Add the account to the list on the bottom. Click OK. Click Save. These steps will need to be repeated for each Resource that will be utilized with ResourceXpress. You can also assign Full Access Permissions via PowerShell with the below cmdlet.
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Additional settings need to be changed via PowerShell, this is to ensure the correct information is displayed in ResourceXpress. First, open PowerShell from a Windows computer. Copy To connect using Modern Authentication or Multi-Factor Authentication copy and paste the below code
To connect using Basic Authentication copy and paste the code below then press Enter.
An Authentication screen should popup. Enter your Office 365 administrator’s username and password. |
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Once you have successfully logged into PowerShell, enter the code below to view the settings for a specific resource.
Replace the words “Board Room” on the second line of the code with the name of your resource to get the screen below. By default, RemovePrivateProperty, DeleteSubject, and AddOrganizerToSubject are set to true. AutomateProcessing must be set to AutoAccept if it is not already. Copy and paste the code below to change the settings for these four options.
To see the changes made, enter the previous code to view the settings of the resource again. Your screen should look similar to the image below. These steps must be repeated for all resources. |
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Configure Impersonation Roles in Office 365 (Push Service & OAuth)Impersonation Roles are required for the ResourceXpress Push Service when 20 or more profiles are in use, it is also required to use Modern Authentication to EWS (OAuth). The Push Service is an add-on to the ResourceXpress application and will be enabled by default for any Exchange/O365 integrated SaaS deployments. The benefit of using the Push Service is to reduce the number of requests made from ResourceXpress to the Exchange/Office 365 environment. Instead of the ResourceXpress server polling every 60 seconds any new bookings or updates are automatically pushed by the Exchange/Office 365 service to ResourceXpress. Starting in October 2020 Microsoft will begin retiring Basic Authentication to EWS. When this happens the method of authentication used by ResourceXpress must be OAuth. Please refer to Office 365 OAuth 2.0 Configuration for further instructions on configuring OAuth. Create a new Management Scope for Resource MailboxesUse the above ‘Connecting to PowerShell’ instructions to establish a PowerShell connection to your Tenant. Copy and paste the code below, change the -Name value to suit your environment.
Log into your O365 tenant as an Admin and navigate to Admin - Admin Centers - Exchange. Create a new role under Permissions - Admin Roles. The Write scope will be the new Management Scope created in PowerShell. The Members should include the ResourceXpress service account that has already been granted Full Access Permissions to the resource mailboxes. Click Save. | ||
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ResourceXpress can connect to Microsoft Office 365 using EWS or Graph API, please follow the section relevant to your requirements. EWSTo connect ResourceXpress to Microsoft Office 365 , using EWS the Exchange Web Service URL is neededrequired. Most commonly, the URL will be: https://outlook.office365.com/EWS/Exchange.asmx Microsoft Graph APIThe Microsoft Graph API URL is https://graph.microsoft.com/v1.0
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Log onto ResourceXpress in your browser using your given URL and credentials. Under Administration Settings on the top navigation bar, go to System Settings. On the first tab you see (Resource Server), you will see the screen below: Refer to the following table to fill in the information required:
Once the information above is entered, click Save. Important Note: Configuring the above options will enable the use of Basic Authentication to O365 only. On October-13 2020 Microsoft will retire the use of Basic Authentication making the use of Modern Authentication (OAuth 2.0) mandatory. We strongly recommend you configure your application to use OAuth authentication before this date. The use of OAuth authentication requires different fields to be populated. Please see Office 365 OAuth 2.0 Configuration for further information. To check that ResourceXpress is successfully connected to Microsoft Office 365, enter the CAPTCHA image on the bottom of the page and click Check Server. A successful connection will display a message similar to the image below: |
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To create a profile and connect it to an O365 Office 365 resource, under Administration Settings go to Resource List. On the top, right-hand corner, click on + Create and you should see the screen below. Before connecting the profile, you will first be required to fill out some basic information in this the Resource Info tab. Required fields are noted with an *. Once completed, click Save.Once changes are successfully saved, click . Click on the Connection Properties tab. Most of the fields should already be filled in based on the information entered previously in the Systems Settings. For the final step, enter the email address of the O365 resource you want to connect this profile to in the Resource Email line field. Click Save. |