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SharePoint 2013 Work Management Service Deep Dive

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Where do you keep track of all your tasks? Outlook? SharePoint? Maybe Project Server? Storing them across multiple applications is a pure Information Worker challenge. SharePoint 2013 has the new Work Management Service Application to solve these issues. It aggregates tasks across SharePoint, Exchange, Project Server and there's even a story for TFS. There's not that much documentation out there on how to configure it, how to maintain and work with it. In this session I will walk through the architecture and setup, and go over how it operates and what you need to know to keep it alive. I will demonstrate the features and discuss all of the technical aspects.

Published in: Technology

SharePoint 2013 Work Management Service Deep Dive

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  4. 4. Aggregates “tasks” between SharePoint, Exchange and Project Server Solves the problem of disconnected “task” lists in multiple places & across applications
  5. 5.     
  6. 6. My Sites SharePoint Task Lists Project Server 2013 Exchange Server 2013
  7. 7. Personal Site List onPersonal Site Project Server DB SP Content DB SP Web App Change Log Work Management Service Write personal tasks Read personal tasks Call as Proj server user mapped to SP User Get Tasks via OM 1 2 3 4 5 6 7 My Tasks
  8. 8. • The following Content Types: • • • Note: The Task content type should be marked as the Default Content Type for your custom list in order for the tasks to be aggregated by the service.
  9. 9.        
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  12. 12. Outlook Property MY TASKS property SharePoint property Project property Notes Subject Title Title Name Due Date Due Date Due Date Finish Date Body Description Description n/a Status Completed Checkbox n/a n/a This works in parallel with % Complete property Folder name Group name List name Project name Start Date n/a Start Date Start Date Importance Pinned Date n/a n/a Total Work Total Work n/a Total Work Actual Work Actual Work n/a Actual Work % Complete % complete % complete % complete This works in parallel with the Status property. Set to 100 when task is marked as complete. Set to 0, when unmarked.
  13. 13.        
  14. 14. Server-to-Server     
  15. 15. 1 2 43 S2S STS SSL Cert Public/Private key pair (.pfx)
  16. 16.  Exchange Server 2013  SharePoint 2013 with:  User Profile Service Application – with a profile  Work Management Service Application  Claims Web Application with SSL  Installed Exchange Web Services API on SP servers  Search (to aggregate SP tasks)  Project Server (for aggregation of Project tasks)  Cross-farm is not supported
  17. 17.  My Site Host over SSL   A SharePoint Project Site   Project Web App   Outlook Web App 
  18. 18.  You just need profiles in there for S2S, but you need My Sites for the “My Tasks” list  Can use the new (old) AD Import  You must give access to the My Site Host web application pool service account
  19. 19.  Central Administration   PowerShell    
  20. 20. $appPool Get-SPServiceApplicationPool $wmsa New-SPWorkManagementServiceApplication –Name –ApplicationPool $appPool –Proxy $wmsaProxy New-SPWorkManagementServiceApplicationProxy -Name -ServiceApplication $serviceApp
  21. 21. • NumberOfUsersPerEwsSyncBatch • NumberOfUsersEwsSyncWillProcessAtOnce • NumberOfSubscriptionSyncsPerEwsSyncRun • MinimumTimeBetweenSearchQueries • MinimumTimeBetweenProviderRefreshes • MinimumTimeBetweenEwsSyncSubscriptionSearches
  22. 22.  Download EWSManagedAPI.msi from the Microsoft Download Center  http://www.microsoft.com/en-us/download/details.aspx?id=35371  Run:   Do an IISReset…
  23. 23.  To establish OAuth trust and service permission on Exchange, run:   
  24. 24.  
  25. 25.  Provision PWA sites after configuring WMA  Or add the WM service account to the Project Server databases’ PSDataAccess role.
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  27. 27.  http://technet.microsoft.com/en- us/library/jj554516.aspx  http://technet.microsoft.com/en-us/library/jj655399.aspx  http://msdn.microsoft.com/en-us/library/fp179901.aspx
  28. 28.  The best resource out there:   http://www.microsoft.com/en- us/download/details.aspx?id=38799
  29. 29.  http://blog.sharedove.com/adisjugo/index.php/2014/0 2/18/webinar-work-management-service-materials- and-answers/
  30. 30.    radi@sharepoint.bg    http://au.linkedin.com/in/sharepointradi  

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