TDM5 - How to Set Up an Exchange Source

Introduction

TDM5 offers the ability to add external data sources. With these data sources, TDM5 can display real-time information within your presentation.
This manual explains how to set up an Exchange data source.

Requirements

If you want to set up an Exchange external data source, you need to meet the following requirements:

• Administrator access to your TDM5 environment

• All required information about the external data source you want to add

How to set up an Exchange data source

1. Log in to your TDM5 environment using an administrator account.

2. Select Interactions.
   

3. Select the menu option Data sources.
   

4. Choose Exchange Calendar and press Create new on the right-hand side to create a new data source.
   

5. Enter a name for your data source and open the Connection dropdown menu. Select Add Exchange connection.
   
   

6. • Exchange URL: https://<exchange.server.com>/ews/exchange.asmx
     (Replace <exchange.server.com> with the actual address of your Exchange server.)

   • Username: The email address of the service account

   • Password: The password of the service account

     Three fields will appear. Fill out the following details to set up the Exchange connection:

     Press Add once all values have been filled in.
     
     

7. A new option called Content will appear. In this dropdown, you can select whether to use a Calendar or a Room Resource for the data source.

   • Select Calendar if you want to link a calendar.
     

   • Select Room if you want to link a room resource and enter the email address of the room.
     

8. On the right side of the page, you’ll see a preview of your data source. Use the arrows to browse through all meetings for the day.
   

   You have successfully created an Exchange data source. It can now be used within your design.

For more information about using external data sources, please refer to the manual “TDM5 – How to link a data source to an element.”