Prerequisites

In order to connect your Microsoft Office 365 to ResourceXpress, you will first need the following ready before proceeding:

1. A valid O365 account.

2. Access to an O365 administrator account to make administrative changes.

3. A ResourceXpress user account created in O365 with a mailbox and a valid O365 license to access its own email and calendar. Without these, Check In/Check Out/Extend operations will fail with errors.

4. Resources already created under your O365 account.
Please refer to Office 365 - Creating Resource Mailboxes.

Resource Permissions

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 O365 admin center with your administrator account. Enter the Exchange admin center. Under Recipients, 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 where it says 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.

Configuring Additional Settings via PowerShell

Additional settings need to be changed via PowerShell to change several default settings to improve what is shown on the resource screens.

First, run PowerShell from a Windows computer.

Copy and paste the code below then press Enter.

# Get user details
$UserCredential = Get-Credential
# Create connection to office 365
$Session = New-PSSession -ConfigurationName Microsoft.Exchange -ConnectionUri https://outlook.office365.com/powershell-liveid/ -Credential $UserCredential -Authentication Basic -AllowRedirection
# Start session
Import-PSSession $Session

An Authentication screen should popup. Enter your O365 administrator’s username and password.

Once successfully logged in, 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.

# View resource current settings
Get-Mailbox “Board Room” | Get-CalendarProcessing | FL

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.
Replace “Board Room” with the name of your resource.

# Specific settings for the resource
Set-CalendarProcessing “Board Room” -AddOrganizerToSubject $false -DeleteSubject $false -RemovePrivateProperty $false -AutomateProcessing AutoAccept

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.

EWS URL

To connect ResourceXpress to Microsoft Office 365, the Exchange Web Service URL is needed.

Most commonly, the URL will be: https://outlook.office365.com/EWS/Exchange.asmx

If this does not apply to your O365 account, please refer to this guide to find your EWS URL.

Configuring ResourceXpress System Settings

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.

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:

Creating & Connecting a Profile

To create a profile and connect it to an O365 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 Resource Info tab. Required fields are noted with an *. Once completed, click Save.

Once changes are successfully saved, 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.

Click Save.