Exchange settings on the resource
Whether a resourceResourceAn entity that can carry out work - a person, vehicle, tool, or room - that you schedule on the planning board. takes part in the Exchange connectorConnectorAn integration that links Dime.Scheduler to a back-office system, routing data in and scheduling decisions back out., and which of their Outlook events are allowed back into the planning, is decided on the resource record itself. There is no separate connector account to create: open the resource on the resources page and the Exchange section of the edit dialog holds everything. The section, and the matching columns in the resources grid, only appear when the organization's license includes Exchange.
The Exchange section
Two switches decide the direction of the traffic:
- Exchange Integration Enabled is the administrator's switch. With it on, the resource's appointmentsAppointmentA task scheduled to a resource for a specific period - the scheduled instance you see on the planning board. on the planning boardPlanning boardThe main graphical scheduling surface where dispatchers drag tasks onto resources across a timeline. are pushed to their Outlook calendar, as described in Dime.Scheduler to Exchange. It also puts the resource on the list of the deltas page.
- Exchange Integration Enabled (from Exchange) is the resource's own consent for the way back. With it on, events from their Outlook calendar are pulled into Dime.Scheduler by the two-way sync. This is the same flag the resource toggles on their Preferences page.
Two filters then narrow what flows back from Outlook, because not every calendar event belongs on a planning board:
- Show asShow asThe Outlook free/busy status of a calendar event: Free, Tentative, Busy, Out of office and so on. The Exchange settings pick which statuses are allowed back into the planning. picks the busy statuses that are synchronized: Free, Tentative, Busy, Out of office, Working elsewhere and Unknown. This is the 'Show as' field in Outlook.
- SensitivitySensitivityThe Outlook sensitivity level of an event: Normal, Personal, Private or Confidential. Together with show as, it filters which Outlook events reach the planning board. picks the sensitivity levels that are synchronized: Normal, Personal, Private and Confidential. This is the 'Private' toggle in Outlook.
An Outlook event is pulled in only when both its busy status and its sensitivity are among the selected values. A private dentist appointment marked Busy and Private, for example, stays out as long as Private is not selected, while a Busy and Normal customer visit comes through.
The four fields are also available as columns in the resources grid (hidden by default), which is the fastest way to review who has the integration on and with which filters.
Who sets them
Whether resources may manage these preferences themselves is an administrator's decision, made on the Exchange setup with Allow users to manage preferences. Switched off, the values defined centrally apply to everyone, and the Exchange section of a resource's Preferences page tells them that access has been disabled. Switched on, each resource can set their own on the Preferences page; the page finds their resource record by e-mail address, so a user whose account carries a different address sees a notice that it is not linked to any resource with Exchange access.
Either way, the fields on the resource record are the source of truth, so an administrator can always set or correct them on a resource's behalf from the resource dialog. When a resource saves their Preferences page, it is these same fields that change.