Project Server 2013 Tasks synchronization with Exchange mail box

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Prerequisites:

  • TaskSynchronization requires user profile synchronization & work management service application.
  • Task Synchronization requires Exchange Server 2013 & SharePoint web application on Secure Sockets Layer (SSL).
  • “Synchronize Out of office calendars” option should be enabled at the server level (PWA).
  • “Synchronize Out of Office Events” option should be enabled at the user level (MySite).
  • Timesheet periods must be set up (Even if the actuals are not tracking using timesheets)

 High Level Steps:

  1. Install Microsoft Exchange 2013

            https://technet.microsoft.com/en-us/library/bb691354.aspx
 

       2. Configure site bindings to include SSL (https and port 443)

       3. Configure Alternate Access Mappings for the SharePoint web application (Site can be accessed via the FQDN address).

       4. Add a Self-Signed Certificate as a trusted certificate on the Exchange Server by accessing the PWA .

       5. Download EWSManagedAPI.msi from the Microsoft Download Center (https://www.microsoft.com/en-us/download/details.aspx?id=35371)
            and save it to a folder on the application server.

             Run the following command and restart IIS:

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

       6. Configure Exchange Server 2013 for Task Synchronization

            Establish OAuth trust and service permission on Exchange Server.

            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.

 

Troubleshooting Tips:

Issue: Users are unable to see the tasks in the my site

  1. The user may not have permission on the Project / SharePoint site
  2. Work management service is not running properly
  3. User profile service / service application may have some issues
  4. Search service doesn’t perform the crawl completely
  5. If the timer job “Work Management Synchronize with Exchange” doesn’t run, Sync between Exchange and the users My Tasks won’t sync tasks. Sometimes restarting SharePoint timer
    service can help to process the sync.