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Exchange 2010 and SharePoint 2010 Integration : SharePoint 2010 Integration

9/25/2013 9:34:13 PM
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SharePoint 2010 is the platform for creating business solutions based on a web front end, an application layer, and a database back end. As such, SharePoint 2010 was designed to be integrated with other applications to extend their functionality and to make their content available through SharePoint 2010. Lync Server 2010 is no exception to the “better together” rule of Microsoft. That is to say, Lync Server 2010 offers several functions that integrate into SharePoint 2010 to enable data to be shared by each platform.

Simplifying Tasks through SharePoint 2010

An excellent example of using SharePoint 2010 to improve a task in Lync Server 2010 is in the area of managing photographs for contacts. Lync Server 2010 leverages the thumbnailPhoto attribute in Active Directory to store and access photos for contacts, yet it doesn’t offer any interface to import photos into this attribute. This is where SharePoint 2010 comes in. Users of SharePoint 2010 can upload their photo to their “My Site” and the administrator can configure profile synchronization in SharePoint 2010 to synchronize the photo to the thumbnailPhoto attribute in Active Directory.

The following five key phases, each with several substeps, describe the process at a high level:

Phase 1: Configuring the Farm
  • Verify account permissions

  • Create a Web application to host My Sites

  • Create a managed path for My Sites

  • Create a My Site Host site collection

  • Create a User Profile service application

  • Start the User Profile service

Phase 2: Start the User Profile Synchronization service
  • Start the User Profile Synchronization service

  • Remove unnecessary permissions

  • Reset IIS

Phase 3: Configure connections and import data from directory services
  • Create a synchronization connection to s directory service

  • Define exclusion filters for a synchronization connection

  • Map user profile properties

  • Start profile synchronization

Phase 4: Configure connections and import data from business systems
  • Create external content types

  • Give the User Profile service application permission to use the external content type

  • Configure a Business Data Connectivity synchronization connection

  • Add or edit user profile properties

  • Import data

Phase 5: Configure connections and export data to directory services
  • Grant Replicate Directory Changes permissions on the domain

  • Grant Replicate Directory Changes permissions on the Configuration container

  • Grant Create Child Objects and Write permissions

Note

Although this might seem like a complicated process, once done there are several places where this configuration can be leveraged to place information into Active Directory.


Integrated Presence with SharePoint 2010

Like with most Microsoft applications, SharePoint 2010 is able to take advantage of presence information from Lync Server 2010. This is most noticeable when browsing documents in a SharePoint document store. When looking at documents, the name of the person who posted the document is displayed in SharePoint. With Lync integration present, users are able to see presence information associated with the name displayed. This can make it easy to send an IM with a question about a document to the person who posted it because users will immediately know whether that person is available. Much like the integration with Outlook, this enables users to send an IM, initiate a call, or even create a conference that enables them to collaborate on the document.

Skills Search with SharePoint 2010

One of the more impressive integrations between Lync Server 2010 and SharePoint 2010 is the capability to search skills, expertise, and organizational information from a SharePoint 2010 My Site. If users populate these fields in their My Site, Lync users will be able to search for users based on these fields. Imaging being able to search for a contact with “powershell skills” and getting back a list of corporate contacts who have flagged themselves are experts in PowerShell. No longer do users have to already know who to contact for specific questions. Users can build a dynamic searchable database of skills and organizational information that make it infinitely easier for users to find the right people with whom to collaborate.

To enable skills search, users must have SharePoint 2010 (or 2007) with maintained My Sites. SharePoint search center URL is provisioned through in-band settings and SharePoint must be published to the Internet. It also requires a full version of SharePoint; Windows SharePoint Services is not compatible with skills search.

First, a client policy must be configured and applied to configure the Lync clients to point to the correct SharePoint URLs. The policy sets both SPSearchInternalURL and SPSearchExternalURL.

Through the Lync Server Management Shell, issue the following two commands:

Set-CSClientPolicy –SPSearchInternalURL http://<server>/_vti_bin/search.asmx
Set-CSClientPolicy –SPSearchExternalURL http://<server>/_vti_bin/search.asmx



To also display the Search Center URL at the bottom of the search results, run the following two commands from the Lync Server Management Shell:

Set-CSClientPolicy –SPSearchCenterInternalURL
http://<server>/SearchCenter/Pages/PeopleResults.aspx
Set-CSClientPolicy –SPSearchCenterExternalURL
http://<server>/SearchCenter/Pages/PeopleResults.aspx

After the commandlets run, restart the Lync client for the policy to take effect. There are two ways to tell whether it is applied. When performing a search, there are two options: Name and Skill (see Figure 1).

Figure 1. Searching by Name or Skill

The other way to tell whether is applied is to Control-right-click the Lync icon in the taskbar and select the Configuration Information table. There are two new entries, as shown in Figure 2.

Figure 2. Viewing the Configuration Information

  • Skill Search URL

  • SharePoint Search Center URL

If results are found in this manner, there will be an option to View results in SharePoint at the bottom of the client. This links to the full SharePoint interface to display more detailed information about the results.

 
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