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Configure Exchange task synchronization in SharePoint Server 2013

SharePoint 2013

Published: August 21, 2012

Summary: Configure Exchange Server 2013 and SharePoint Server 2013 for task synchronization by using the SharePoint Server 2013 Task Synchronization feature.

Applies to: SharePoint Server 2013 Enterprise SharePoint Server 2013, Exchange 2013

This article describes how to configure Task Synchronization in SharePoint Server 2013 and Exchange Server 2013. Task Synchronization allows users to synchronize SharePoint Server 2013 and Project Server tasks with Exchange Server and have them appear in Outlook 2013.

Note:
You may be looking for information on Exchange Server OOF integration with Project Server 2013. If so, refer to article Exchange Server calendar OOF integration with Project Server 2013.

Before you begin

Before you begin this operation, review the following information about prerequisites:

Task Synchronization requires that user profile synchronization be configured in the farm. For information about configuring user profile synchronization, see Plan user profiles and identities (SharePoint Server 2013), and Manage user profile synchronization in SharePoint Server 2013.
Task Synchronization requires that the work management service application be configured in the farm. For information about creating the work management service application, see New-SPWorkManagementServiceApplication
Task Synchronization requires Exchange Server 2013.

Secure Sockets Layer (SSL) is a requirement for web applications that are deployed in scenarios that support server-to-server authentication and app authentication. This is such a scenario. As a prerequisite for configuring Task Synchronization, the computer that is running SharePoint Server must have SSL configured. For more information, see Create claims-based web applications in SharePoint 2013 and follow the steps for creating an SSL site collection and server certificate.

Note:
You may need to import the SSL certificate from the SharePoint Server 2013 web application. This is only necessary if the certificate is not trusted for the API endpoints (such as a Self-SSL Certificate in a lab environment). To import the untrusted SSL certificate from SharePoint Server 2013: Open Internet Explorer on the Exchange server and navigate to the SSL SharePoint site https://<SP_FQDN>, where <SP_FQDN> is the URL to the SSL site. Accept to trust the certificate by clicking Continue to website . Click Certificate Error info in Internet Explorer next to the Address bar, and then click View Certificates . Select Install Certificate and then select Place all certificates in the following store . Select the checkbox to show physical stores. Install the certificate to Trusted Root Certification Authorities > Local Computer.

Note:

You may need to import the SSL certificate from the SharePoint Server 2013 web application. This is only necessary if the certificate is not trusted for the API endpoints (such as a Self-SSL Certificate in a lab environment).

To import the untrusted SSL certificate from SharePoint Server 2013:

Open Internet Explorer on the Exchange server and navigate to the SSL SharePoint site https://<SP_FQDN>, where <SP_FQDN> is the URL to the SSL site.
Accept to trust the certificate by clicking Continue to website .
Click Certificate Error info in Internet Explorer next to the Address bar, and then click View Certificates .
Select Install Certificate and then select Place all certificates in the following store .
Select the checkbox to show physical stores.
Install the certificate to Trusted Root Certification Authorities > Local Computer.

In order to perform these procedures, you must be a member of the SharePoint and Exchange Server administrator groups and have an operational Exchange Server with end-user mailboxes.

Note:
Because SharePoint 2013 runs as websites in Internet Information Services (IIS), administrators and users depend on the accessibility features that browsers provide. SharePoint 2013 supports the accessibility features of supported browsers. For more information, see the following resources: Plan browser support Accessibility for SharePoint 2013 Accessibility features in SharePoint 2013 Products Keyboard shortcuts Touch

Note:

Because SharePoint 2013 runs as websites in Internet Information Services (IIS), administrators and users depend on the accessibility features that browsers provide. SharePoint 2013 supports the accessibility features of supported browsers. For more information, see the following resources:

Configure SharePoint for Task Synchronization in SharePoint Server 2013

The first step in configuring Task Synchronization is to install the Exchange Server Web Services API on each web front-end server in the SharePoint Server 2013 farm.

Install Exchange Web Services API on SharePoint Server

Download EWSManagedAPI.msi from the Microsoft Download Center (http://www.microsoft.com/en-us/download/details.aspx?id=35371) and save it to a folder on the application server.
Open a command window as administrator and navigate to the folder where you saved EWSManagedAPI.msi.

Run the following command:

msiexec /i EwsManagedApi.msi addlocal="ExchangeWebServicesApi_Feature,ExchangeWebServicesApi_Gac"

Reset IIS from the command line by typing IISReset .

Configure Exchange Server 2013 for Task Synchronization

The next step is to establish OAuth trust and service permission on Exchange Server.

Establish OAuth Trust and Service Permission on Exchange

On the Exchange server, open Windows PowerShell and change to the "C:\Program Files\Microsoft\Exchange Server\V15\Scripts" directory.

Run the following script:

.\Configure-EnterprisePartnerApplication.ps1 -ApplicationType Sharepoint -AuthMetadataUrl https://<SP_FQDN>/_layouts/15/metadata/json/1

Where <SP_FQDN> is the URL to the root site collection.