Setup Guide

Follow these steps to connect Exchange to your CData Connect account:

  1. Open the Connections page of the CData Connect dashboard.

  2. Click + Add Connection in the upper-right corner.

  3. Type Exchange into the search field, then click the data source name.

  4. On the Basic Settings tab of the new connection, enter a connection name or keep the default name.

  5. In the Authentication section, enter the following information:

    • Auth Scheme—specify your authentication scheme. These instructions use OAuth.

    • Schema—specify MSGraph or EWS.

      • If you select EWS, provide details about the Server.

      • If you select MSGraph, supply a Group Id (optional).

  6. Click Sign in to connect securely through OAuth. This action opens the Exchange sign-in page in a new tab.

  7. Log into your Exchange account and provide the requested permissions (if applicable).

  8. At the top of the CData Connect Add Exchange Connection page, click Save & Test.

    • If the connection test succeeds, a message indicates that your connection has been created.

    • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.

More Information

For more information about interactions between CData Connect and Exchange, see this information page.