在 SharePoint Server 2013 中設定 Exchange 工作同步處理Configure Exchange task synchronization in SharePoint Server 2013

摘要: 設定 Exchange Server 2016 和 SharePoint Server 2013藉由使用 SharePoint Server 2013 工作同步化功能以同步處理工作。Summary: Configuring Exchange Server 2016 and SharePoint Server 2013 for task synchronization by using the SharePoint Server 2013 Task Synchronization feature.

設定工作同步處理,可能相當複雜。遵循下面的指引,您應該可以快速地設定 Exchange Server 2016、SharePoint Server 2013 與 Project Server 2013 環境之間的工作同步處理。這對任何商業而言都是不錯的功能,因為您可以將來自不同應用程式的工作整合到一個應用程式 (例如 Outlook 2016 或 SharePoint MySites)。Configuring task Synchronization can be relatively complex. By following the guidance below, you should be able to quickly configure task synchronization between your Exchange Server 2016, SharePoint Server 2013 and Project Server 2013 environments. This is great functionality for any business, because you are able to integrate tasks from different applications into one application, like Outlook 2016 or SharePoint MySites.

注意

您可以在這裡尋找 Project Server 與 Exchange 主題之間的 OOF 整合。如果是這種情況,請參閱 Exchange Server calendar OOF integration with Project Server 2013It's possible you came here looking for the OOF Integration between Project Server and Exchange topic. If that's the case, see Exchange Server calendar OOF integration with Project Server 2013.

重要

SharePoint Server 2016 中的 Work Management Service 應用程式已被取代 ,因此您只能在 SharePoint Server 2013 中設定 Exchange 工作同步處理。The Work Management service application was deprecated in SharePoint Server 2016 so you can configure Exchange task synchronization in SharePoint Server 2013 only.

開始之前Before you begin

開始之前您必須了解的資訊What you need to know before you begin:

  • 針對 SharePoint,需要啟動並執行 使用者設定檔同步處理 ,這一般表示管理中心內有運作中 User Profile Service 應用程式 ,同時執行 同步處理服務 。下列連結提供此項目的進一步閱讀: 規劃使用者設定檔及身分識別管理 SharePoint Server 中的使用者設定檔同步處理For SharePoint, User profile synchronization needs to be up and running, this typically means having a User Profile service application working in Central Administration, with the synchronization service running as well. There's further reading on this ate the following links: User profiles and identities, and Manage user profile synchronization in SharePoint Server.

  • 您也需要針對 SharePoint 伺服器陣列執行 Work Management Service 應用程式You'll also need to have the Work Management service application running for your SharePoint farm.

  • 若要探索工作新增和變更,您也需要執行 Search service 應用程式 以及針對 累加或連續 編目設定。如需向細資訊,您可以閱讀 Create and configure a Search service application in SharePoint Server 2016For discovering task additions and changes, you need to have the Search service application running as well, and set for incremental or continuous crawling. For more information, you can read Create and configure a Search service application in SharePoint Server 2016.

  • 一定要針對您的 SharePoint web 應用程式執行 安全通訊層 (SSL) 基於安全性原因,這是必要的 (如果您瀏覽至 URL 開頭為 http 的網站,則是使用 SSL)。如果您不熟悉 SSL, 在 SharePoint Server 中建立宣告式 web 應用程式 可能有所幫助。如果您位於測試環境,而且使用 self-SSL ,請參閱本文底端有關此作業的步驟。It's very important that you have Secure Sockets Layer (SSL) running for your SharePoint web application, this is required for security reasons (if you're browsing to a site where the URL starts with http, that's using SSL). If you're not familiar with SSL, the Create claims-based web applications in SharePoint Server can help. If you're in a test environment and you're using self-SSL, I've put the steps for this at the bottom of this article.

  • 您可能會想要啟用 SharePoint 的 MySites ,以在 SharePoint 的單一位置查看工作。您也可以在 Outlook 中檢視它們。You'll probably want to have MySites enabled for SharePoint, to see tasks in one place in SharePoint. You can also view them in Outlook.

  • 工作同步處理需要 Exchange Server 2016 及使用者信箱。Task Synchronization requires Exchange Server 2016, with end-user mailboxes.

  • 採取下面的動作時,請確定您以 SharePoint 和 Exchange Server 系統管理員群組成員的身分登入。When taking the actions below, make sure you're logged in as a member of the SharePoint and Exchange Server administrator groups.

在 SharePoint Server 上下載並安裝 Exchange Server Web Services APIDownloading and Installing Exchange Server Web Services API on SharePoint Server

請從 Microsoft 下載中心 ( 取得 https://www.microsoft.com/en-us/download/details.aspx?id=35371) 的副本。請將此項目下載至 SharePoint 環境中每部應用程式伺服器 (App 伺服器)。這些是移至 SharePoint 網站時,使用者瀏覽至其中的伺服器。SharePoint 和 Exchange 需要有此元件,才能具有此跨產品功能。您需要透過命令列視窗來安裝 EWSManagedAPI.msi 檔案。請以系統管理員身分開啟該視窗,然後視需要確認變更指示,以到達已下載檔案的位置。到達該位置時,您需要執行下一行指令碼,如下所示:We'll start by getting a copy of the EWSManagedAPI.msi from the Microsoft Download Center (https://www.microsoft.com/en-us/download/details.aspx?id=35371). Download this to each application server (App server) in your SharePoint environment. These are the servers which users browse to when going to your SharePoint site. This component is needed for SharePoint and Exchange to be able to have this cross-product functionality.You need to install the EWSManagedAPI.msi file via a command-line window. Open that window as an administrator, then make sure you change directories as needed to get to the location of the downloaded file. You'll need to run this one line of script once you're there, exactly as you see it below:

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

這會啟動 EWS API 2.2. 精靈,您可以在其中接受授權合約條款,接著到下列畫面。This will start the EWS API 2.2. wizard, where you'll be able to accept the license agreement terms and then get to the following screen.

這是 MS Exchange Managed API 安裝視窗的螢幕擷取畫面。

除非需要將安裝資料夾放在其他位置 (例如不同磁碟機),否則請將安裝資料夾保留在預設位置。您可以選擇 [所有人] 選項按鈕進行安裝。就是這樣,請繼續並選擇 [下一步] 繼續安裝。Leave the install folder at the default, unless you need to put it somewhere else (like a different drive). You can choose the Everyone radio button for install. And that's it! Go ahead and choose Next to have the install proceed.

這是 MS Exchange Managed API 安裝列的螢幕擷取畫面。

請在安裝時查看此項目。安裝完成之後,請關閉精靈。You get to look at this while the install happens. Once the install completes, you close out of the wizard.

現在,精靈已順利完成,您需要先對每部已安裝的機器執行 IISReset,才能執行下一步。您可以在從中執行指令碼的相同系統管理員命令視窗中進行這項作業,只要輸入 IISReset 並按 Enter 鍵繼續即可。Now that the wizard's completed successfully, you'll need to run an IISReset on each of the machines you installed to, before you can do the next step. You can do this in the same Administrator command window you ran the script from, just type IISReset and hit Enter to proceed.

在 Exchange Server 上建立 OAuth 信任Establish an OAuth trust on the Exchange Server

現在必辦事項是在 Exchange Server 上建立 OAuth 信任。這是單向信任,可讓 Exchange 知道 SharePoint 環境能透過這種方式安心地進行合作。What we need to do now is to establish an OAuth trust on the Exchange Server. This is a one-way trust that lets Exchange know the SharePoint environment is safe to partner with in this way.

請在組織之所有 Exchange Mailbox Server 的 Exchange 管理命令介面中,從此位置 ("C:\Program Files\Microsoft\Exchange Server\V15\Scripts") 執行此指令碼 (它是與 Exchange 一起安裝,因此已準備就緒):Run this script (It's installed with Exchange, so it's already there) from the Exchange Management Shell on all Exchange Mailbox servers in your organization from this location, "C:\Program Files\Microsoft\Exchange Server\V15\Scripts.":

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

注意

在上面的指令碼中,<SP_FQDN> 是一個預留位置,因此您需要在其中放入 SharePoint 根網站集合的 URL。因此,如果您透過 https://tailspintoys.com 瀏覽至網站,則這是您放在那裡的內容,之後會新增 /_layouts/15/metadata/json/1。In the above script, <SP_FQDN> is a placeholder, so you need to put in your SharePoint root site collection's URL there. So if you browse to your site via https://tailspintoys.com then that's what you'd put there, with the /_layouts/15/metadata/json/1 added afterward.

將會執行指令碼,並建立信任所需的帳戶和權限,然後提供成功訊息。如果您過去已建立類似的信任,則可能會收到訊息,指出信任也存在,但是指令碼聰明到足以建立新的信任。The script will run, creating the accounts and permissions necessary for the trust, and then give you a succeeded message. If you happen to have created a similar trust in the past you may get a message saying that a trust also exists, but the script is smart enough to create a new trust for you.

沒錯,就是這樣,已設定工作同步處理,讓您的使用者開始使用。您可以在 SharePoint Server 中的 [我的工作集合],以及 [Exchange 工作整合]中找到相關資訊。Well, that's it. Task Synchronization is configured for your users to start using. You can find more information in My Tasks Aggregation in SharePoint Server and Exchange Task Integration.

Self-SSL 的其他資訊Additional Information for Self-SSL

如上所述,如果您設定的是 Self-SSL,則可能需要手動信任憑證。這只表示在不同的伺服器上可能無法辨識伺服器之 IIS 中產生的 SSL 憑證,因此有手動方式可以讓它運作。I mentioned up above that you might need to manually trust a certificate if you're setting up self-SSL. That just means that the SSL certificate generated in a server's IIS isn't going to be recognized on a different server, so there's a manual way to get it to work.

  • 在每部需要權限的 Exchange 伺服器上,開啟 Internet Explorer。On each Exchange server needing permission, open Internet Explorer.

  • 瀏覽至使用 Self-SSL 憑證 (以 https 開頭) 執行的 SharePoint 網站。Browse to your SharePoint site that's running with a self-SSL certificate (it will start with https).

  • 系統提示您網站不安全時,請選擇 [繼續瀏覽網站]*When you are prompted that the site’s unsafe, choose *Continue to website.

  • 到達網站時,如果 IE 的位址列有 [憑證錯誤]**** 項目,則請選取該項目。When you get to the site, there should be a Certificate Error item by the address bar in IE, select that.

  • 如果 [檢視憑證] **** 選項之後變成可用,請選取該項目。The View Certificates option should then become available, select that.

  • 選擇 [安裝憑證]**** 選項。Choose the Install Certificate option.

  • 然後選擇 [將所有憑證放入以下的存放區]*Then choose *Place all certificates in the following store.

  • 核取 [顯示實體存放區]**** 核取方塊。Check the Show physical stores checkbox.

  • 現在會將憑證安裝至 [信任的根憑證授權]>[本機電腦]****。Now install the certificate to Trusted Root Certification Authorities > Local Computer.

現在,在本機電腦上,將信任該憑證。Now that certificate will be trusted on the local computer.