Prerequisites
In order to connect your Microsoft Office 365 to ResourceXpress, you will first need the following ready before proceeding:
1. A valid Office 365 account.
2. Access to an Office 365 administrator account to make administrative changes.
3. A ResourceXpress user account created in Office 365 with a mailbox and a valid Office 365 license (minimum E1 - Exchange Online) to access its own email and calendar. Without these, Check-in/Check-out/Extend operations will fail with errors.
4. Resource mailboxes already created under your Office 365 account.
Please refer to Office 365 - Creating Resource Mailboxes for help on this.
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.
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 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 Office 365 administrator’s username and password.
Once you have successfully logged into PowerShell, enter the code below to view the settings for a specific resource.
# View resource current settings Get-Mailbox “Board Room” | Get-CalendarProcessing | FL
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.
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.
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:
Server Host Name | EWS URL |
Server Port | (default is 80) |
Resource Login User ID | ResourceXpress user email address |
Resource Login Password | password for ResourceXpress user email adddress |
Resource Login Domain | base URL for the EWS URL (i.e. outlook.office365.com) |
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:
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.