Share point integration

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Guia de integracin de Lync Server y Sharepoint

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<ul><li> 1. This document is provided as-is. Information and views expressed in this document,including URL and other Internet Web site references, may change without notice. You bearthe risk of using it.Some examples depicted herein are provided for illustration only and are fictitious. No realassociation or connection is intended or should be inferred.This document does not provide you with any legal rights to any intellectual property in anyMicrosoft product. You may copy and use this document for your internal, referencepurposes.Copyright 2011 Microsoft Corporation. All rights reserved.Microsoft, Active Directory, ActiveX, Internet Explorer, JScript, Lync, SharePoint, WindowsMedia, and Windows PowerShell are trademarks of the Microsoft group of companies. Allother trademarks are property of their respective owners.Microsoft Lync Server 2010 Resource Kit SharePoint Integration Page 2</li></ul><p> 2. This chapter is part of the Microsoft Lync Server 2010 Resource Kit book that is currentlybeing developed. Chapters will be available for download while this book is being completed.To help us improve it, we need your feedback. You can contact us atnexthop@microsoft.com. Please include the chapter name.For information about the continuing release of chapters, check the DrRez blog athttp://go.microsoft.com/fwlink/?LinkId=204593.Microsoft Lync Server 2010 Resource Kit SharePoint Integration Page 3 3. ContributorsProject Manager: Susan S. BradleyContent Architect: Rui MaximoChapter Lead: Dustin HannifinTechnical Reviewers: Rui Maximo, Alex Hehmeyer, Brian R. Ricks, Cameron Parker, CindyKwan, Greg Anthony, Patrick Kelley, Randy Wintle, Samantha WoogerdLead Editor: Kelly Fuller BlueArt Manager: Jim BradleyCover Design: Jim BradleyMicrosoft Lync Server 2010 Resource Kit SharePoint Integration Page 4 4. Table of ContentsContributors................................................................................................................................................4SharePoint Integration Scenarios................................................................................................................6 Viewing Presence with SharePoint Site Collections.................................................................................6 Performing Skill Searches........................................................................................................................6Displaying SharePoint Pictures in Lync 2010................................................................................................8 Exporting a Meeting Recording to a SharePoint 2010 Asset Library........................................................9SharePoint Integration Internals................................................................................................................10 SharePoint Presence Internals...............................................................................................................10 Skill Search Internals..............................................................................................................................10 SharePoint Picture Integration Internals...............................................................................................16Configuring SharePoint Integration...........................................................................................................17 Configuring Presence Awareness Integration with SharePoint..............................................................17 Configuring Skill Search Integration.......................................................................................................17 Configuring Lync 2010 to Use SharePoint Pictures................................................................................19 Publish Meeting Recordings to a SharePoint Asset Library....................................................................21Summary...................................................................................................................................................23Additional Resources.................................................................................................................................23Microsoft Lync Server 2010 Resource Kit SharePoint IntegrationPage 5 5. IntroductionMicrosoft Lync 2010 communications software now integrates with MicrosoftSharePoint Server. This chapter covers Lync 2010 and SharePoint out-of-the-boxintegration features. These products have been originally designed with integration in mind,needing no special installations or customizations to take advantage of these integrationfeatures. Most integration features are compatible with both Microsoft SharePoint Server2010 and Microsoft Office SharePoint Server 2007.SharePoint Integration ScenariosIntegration of Lync 2010 with SharePoint Server provides users a seamless experience withthe following SharePoint features: Presence within SharePoint site collections Skill search SharePoint pictures displayed in Lync 2010 Export meeting recordings to SharePoint asset librariesViewing Presence with SharePoint Site CollectionsPresence information is displayed next to an individuals name within a SharePoint site.Presence is seen when a person browses the site by using Microsoft Internet Explorer. Thepresence indicator displays the present status of the person based on the status set withintheir Lync 2010 client. Figure 10-1 shows how presence information appears in a SharePoint2010 site collection.Figure 10-1. Presence information in SharePoint 2010 site collectionPerforming Skill SearchesSkill searches are straightforwardusers simply select the Skill option when they perform asearch from Lync 2010. This option appears above the Lync 2010 Search box. Users canMicrosoft Lync Server 2010 Resource Kit SharePoint Integration Page 6 6. find people based on keywords such as skills, interests, knowledge, and so on. Searchresults are returned to Lync 2010. Users can select a link within the Lync 2010 searchresults to display them within the native SharePoint search experience. The results of a skillsearch performed within Lync 2010 is shown in Figure 10-2.Figure 10-2. Results of a skill search performed within Lync 2010Microsoft Lync Server 2010 Resource Kit SharePoint IntegrationPage 7 7. Displaying SharePoint Pictures in Lync 2010Pictures from SharePoint profiles can be displayed within Lync 2010. SharePoint provides itsprofile pictures to Active Directory Domain Services, which in turn can be used toprovision the picture that is displayed within Lync 2010. When users click their own picture,they go to the Lync 2010 My Picture property sheet. From here, they can choose betweentheir corporate picture from Active Directory Domain Services, a picture from a public URL,or to display no picture. The ability to sync pictures from SharePoint to Active DirectoryDomain Services allows SharePoint profiles to become the authoritative source for userphotos within the organization. This ensures consistency between SharePoint, ActiveDirectory Domain Services, Microsoft Exchange, and Microsoft Lync Server 2010. Figure10-3 shows how SharePoint profile pictures are displayed in the Lync 2010 client.Microsoft Lync Server 2010 Resource Kit SharePoint Integration Page 8 8. Figure 10-3. SharePoint pictures displayed in Lync 2010Exporting a Meeting Recording to a SharePoint 2010 Asset LibraryLync Server 2010 meeting recordings can be saved directly to a SharePoint 2010 assetlibrary. This feature allows Lync Server meeting recordings to be saved so that they canhave metadata attached for indexing, have the access to the asset library controlled byusing security permissions, and ensure that corporate digital asset management policies areapplied.Microsoft Lync Server 2010 Resource Kit SharePoint Integration Page 9 9. SharePoint Integration InternalsLync 2010 and SharePoint integration provides a rich experience for users by allowing themto take advantage of specific SharePoint features from within the Lync 2010 client. In thissection, technical details of the integration capabilities between SharePoint and Lync 2010are discussed in depth. All SharePoint integration features use Lync 2010 settings and out-of-the-box SharePoint capabilities. No special configuration is required within the LyncServer 2010 infrastructure or to SharePoint servers.SharePoint Presence InternalsSharePoint presence status is displayed through a client-side setting by using a dynamic linklibrary called name.dll. This file is installed with Microsoft Office 2010. Office 2007, andOffice 2003 and is located in the Office installation directory (C:Program FilesMicrosoftOfficeOffice 14). The name.dll file is an ActiveX control that calls the Lync API directly torequest and display presence status within SharePoint site collections.Presence is enabled in SharePoint by default; there are no configuration steps for theSharePoint administrator to perform. Each SharePoint page includes Microsoft JScriptcode, which enables presence for that site. JScript uses name.dll to call the Lync API andpull presence for users names who appear on the site. JScript uses the users SIP URI topull presence for names that are listed on the site. The following JScript code is an exampleof presence being pulled for a user named Bob Kelly, whose SIP URI isbobkelly@contoso.net. The SIP URI is added by using variables to the JScript when thescript is loaded and presence is being pulled.Skill Search InternalsSkill search allows end users to find contacts by their expertise, skills, and other properties.Lync 2010 connects to out-of-the-box SharePoint search features to provide skill searchfunctionality within the Lync 2010 user interface.When a user enters a search string in Lync 2010, the query is sent to SharePoint where thequery is processed. The search results are sent back to Lync 2010. It then renders theseresults within the search user interface. Figure 10.4 depicts the skill search process.Microsoft Lync Server 2010 Resource Kit SharePoint Integration Page 10 10. Figure 10-4. Lync 2010 SharePoint skill search processUnderstanding Search RequestsThis section will take a more in-depth look at how Lync 2010 formats and sends searchrequests to SharePoint. It is important to understand that Lync 2010 relies heavily on theout-of-the-box properties delivered by SharePoint search and will work only with thoseproperties. If those properties are modified within SharePoint, Lync 2010 skill search failsabove the Lync 2010 Search box. If SharePoint properties have been modified and a skillsearch fails, Lync 2010 users receive one of the error codes listed in Table 10-1, whichappears later in this chapter.Lync 2010 sends search requests to the SharePoint Web service QueryService.Query() inthe form of a SOAP request. SOAP is a protocol specification that uses XML to makerequests to web services. Within the request, Lync 2010 specifies that only people-basedproperties are to be returned in the search results. The properties included in the searchrequest are as follows: AboutMe Department HitHighlightedProperties HitHightlightedSummary Interests JobTitle Memberships OfficeNumber PastProjects PreferredNameMicrosoft Lync Server 2010 Resource Kit SharePoint Integration Page 11 11. Responsibility SipAddress WorkEmailFor SharePoint 2010 deployments, the following properties are also included in the query: BaseOfficeLocation Orgnames orgParentNames YomiDisplayNameThese four properties are new to SharePoint 2010 and are not available in SharePoint 2007.Example Request QueryThe following is an example of a skill search XML request that is passed to SharePoint byLync 2010. In this example, the search request queries to find the first 21 people whoseSharePoint profile contains the word Lync. Key things to note in this query are as follows: The scope that limits the search query only to search for people. The range limits the search results to 21. The Properties section includes all the properties that are included in the search.urn:Microsoft.Search.Response.Document:DocumentLync scope:PeopleSHAREPOINTSEARCH121Microsoft Lync Server 2010 Resource Kit SharePoint Integration Page 12 12. D9BFB1A1-9036-4627-83B2-BBD9983AC8A1truetruetruetruetruetruetruetrueThe search query is sent to the SharePoint search service by the Web Services. Lync 2010sends the search request to the URL, http:///_vti_bin/search.asmx, where is the name of your SharePoint search server.Understanding SharePoint ResponsesAfter SharePoint processes the search request, it returns the results to Lync 2010. It thenextracts the following properties from the search results. The HitHighlightedPropertiesfield includes the matches that were found when searching all the fields that were includedin the original query: HitHighlightedProperties HitHighlightedSummary JobTitle PreferredName SIPAddress WorkEmailFor each search result, Lync 2010 performs contact resolution by using the SipAddressvalue. If SipAddress is not empty, Lync 2010 queries the Lync 2010 Address Book Service(ABS). If SipAddress is empty, Lync 2010 falls back to WorkEmail, and uses that value toget contact information from ABS. In both cases, if contact resolution against ABS fails,Lync 2010 uses PreferredName and JobTitle that were returned from SharePoint.Lync 2010 displays the HitHighlightedSummary or HitHighlightedProperties propertyvalue (depending on the SharePoint version) in its skill search results. Only properties thathave values are returned as part of the HitHighlightedSummary orHitHighlightedProperties property value. For example, if a request to SharePoint dontinclude a value for the Department property, its hit highlight properties(HitHighlightedSummary or HitHighlightedProperties) dont include department.Microsoft Lync Server 2010 Resource Kit SharePoint Integration Page 13 13. Example SharePoint Search ResponseThe following is the XML response returned by SharePoint for the search query exampleseen in the previous section. This response returns data for 10 matches. Theres amaximum of 256 matches per the limit set in the search request.12143Bob KellypreferrednameStringContosoBobKellyjobtitleStringVoice AdministratordepartmentStringITworkemailStringbobkelly@contoso.netsipaddressStringbobkelly@contoso.netmembershipsObjectAll IT Staff All Contoso Staff Contoso DirectorshithighlightedsummaryStringLyncMicrosoft Lync Server 2010 Resource Kit SharePoint Integration Page 14 14. hithighlightedpropertiesStringhttp://sharepoint/my/Person.aspx?accountname=CONTOSObobkellyCONTOSObobkellyCorporate Vice PresidentContent Publishingbobkelly@contoso.netbobkelly@contoso.netContentPublishing StaffAll ContosoStaffContoso VicePresidentspathStringhttp://sharepoint.contoso.net/Person.aspx?accountname=contosobobkellywriteDateTime2010-08-21T17:26:10rankInt6473992648sizeInt640 ...SUCCESSError HandlingThe error handling in Lync 2010 provides meaningful...</p>