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Topic Last Modified: 2011-07-15 This topic details how Microsoft Lync 2010 integrates with the following versions of Microsoft Office and Microsoft Exchange Server: Microsoft Microsoft Microsoft Microsoft Office 2010 suites Office 2007 suites Exchange Server 2010 Exchange Server 2007 Service Pack 2 (SP2)
Note:
Microsoft Outlook 2003 with the latest service pack and earlier versions of Exchange are compatible with Lync 2010 but do not support the full degree of integration described in this topic. For details, see Lync 2010 Compatibility. Integrating Lync and Office provides users with in-context access to the instant messaging (IM), enhanced presence, telephony, and conferencing capabilities of Lync. Office users can access Lync features from within the Microsoft Outlook messaging and collaboration client and other Office programs or from a SharePoint Server page. Users can also view a record of Lync conversations in the Outlook Conversation History folder. This topic provides details about: Planning for integration between Lync, Outlook, and other Office programs. Exchange Server interfaces that are used by Lync and Outlook to access and update shared information. In-band provisioning settings that you can use to control the level of Lync integration with Outlook. Lync integration with other Office programs. Suggestions for avoiding common Lync integration issues.
Note:
Outlook 2007 makes RPC calls to resolve SIP addresses only if the Display online status next to a person name option is selected. To view this option in Outlook 2007, on the Tools menu, click Options, click Other, and then look under Person Names. In Outlook 2010, on the File tab, click Options, click Contacts, and then look under Online status and photographs.
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Communication interface
Outlook Object Model
Function
Send email message Schedule a meeting Open voice mail folder Open the Conversation History folder
Communicate with Exchange delegates Create the Conversation History folder Handle voice mail notifications Handle missed Conversation notifications Read Contacts folder Find related conversations Open contact card Create a personal Outlook contact Open voice mail Write contacts (on demand) (EWS and Exchange Server 2010 SP1 only) Write Conversation History items (on demand)
Read or delete Conversation History items Read or delete voice mail items
Note:
If EWS is not available, Lync 2010 uses MAPI to obtain free/busy information.
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Policy
CalendarStatePublicationInterval
Description
Specifies the amount of time, in seconds, that Lync waits before retrieving calendar information from Outlook and adding this data to your presence information. Disables the loading of free or busy data from Outlook. Prevents Lync from displaying Outlook information about free/busy states to other contacts.
DisableCalendarPresence DisableFreeBusyInfo
DisableMeetingSubjectAndLocation Prevents Lync from publishing the subject and location information of a meeting. This value is not used if DisableCalendarPresence is set or if the Update my status based on calendar data option is not set. DisableOnlineContextualSearch When set to True, disables the Find Previous Conversations menu option that appears when you right-click a user in your Contacts list. Prevents users from selecting or clearing of the corresponding user setting, and disables retrieval of the Outlook Out of Office message. Controls the automatic saving of information about incoming and outgoing phone calls. When set to False, the corresponding user dialog box setting is unavailable. When set to True (the default value), Lync creates a corresponding personal contact in Outlook for each person on a users Lync Contacts list. When set to True, enables delegates that a user has configured in Exchange to schedule meetings for that user. Controls automatic archiving of instant messages to the Outlook Conversation History folder. When set to False, the corresponding user setting is unavailable, but users can still manually save individual conversations. Indicates which Outlook contact folders (if any) should not be searched any time Lync searches for new contacts. For users of Microsoft Exchange Server 2003, specifies how often Lync retrieves calendar data from the Exchange public folders. For users of Microsoft Exchange Server 2007 and later versions of the product, specifies how often Lync retrieves calendar data from EWS.
DisablePresenceNote
EnableCallLogAutoArciving
EnableExchangeContactSync
EnableExchangeDelegateSync
EnableIMAutoArchiving
ExcludedContactFolders
MAPIPollInterval
WebServicePollInterval
Many aspects of Lync and Outlook integration are controlled by Outlook and not by Lync Server. The following new Outlook 2010 integration features, which appear when Lync is present, are examples of this: New contact card with expanded options, such as video call and desktop sharing Quick search from the Find a Contact field in Outlook Reply with an instant message or call from the Outlook Home ribbon in the Mail, Calendar, Contacts, and Tasks folders Lync Contacts list in the Outlook To-Do Bar Some Office-based integration features can be controlled by using Office Group Policy objects (GPOs). For details, see Determine which features to enable or customize in Outlook 2010 at http://go.microsoft.com/fwlink/?LinkID=201591 or Office Customization Tool in the 2007 Office system at http://go.microsoft.com/fwlink/?LinkID=201599.
Option
In Office 2010, click the File tab, and then click Send by Instant Message. In Office 2007 and Office 2010, click the Review tab, and then click Send by IM.
Description
Initiates an IM session with the contacts the user chooses. The document the user is working on is included as an attachment, and changes or feedback must be incorporated manually.
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In Office 2010, click the File tab, and then click Share Document Window. In Office 2007 and Office 2010, click Share Now.
Initiates a program sharing session with the contacts the user chooses. Others can view the document the user is working on (but not your desktop) and request permission to make changes.
Two additional Lync integration features are specific to Office 2010: File tab presence (click Info, and then look under Related People) Availability menu in Microsoft Office SharePoint Workspace 2010 (formerly Microsoft Office Groove 2007)
Note:
For a consistent user experience, users outside the firewall see the Skill button even if you defined only an internal SharePoint URL. If the SharePoint Server cannot be accessed, an appropriate error message appears. To add or remove a SharePoint link in the Skill Search results 1. Use the cmdlet New-CsClientPolicy or Set-CsClientPolicy with the SPSearchCenterExternalURL and SPSearchCenterInternalURL parameters. 2. Use Grant-CsClientPolicy to assign the new policy or policies to users. Depending on the users location, SPSearchCenterExternalURL and SPSearchCenterInternalURL add a link to the bottom of the Skill Search results that says, View results in SharePoint Users can click the link and then refine their search results by using the advanced search capabilities of SharePoint Server. For details about configuring Skill Search and adding a SharePoint Server link to the search results, see New-CsClientPolicy, Set-CsClientPolicy, and Grant-CsClientPolicy in the Operations documentation.
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http://technet.microsoft.com/en-us/library/gg398806.aspx
For the presence button and menu to appear next to (or above) a contacts name in Microsoft Office Word 2007, Microsoft Office Word 2003, Microsoft Office Excel 2007, or Microsoft Office Excel 2003, smart tags must be enabled. For details about how to enable smart tags from within Word or Excel, see Microsoft Knowledge Base article 300950, "How to troubleshoot custom Smart Tags in Office," at http://go.microsoft.com/fwlink/?LinkId=147183. For details about how to do large-scale customization of end-user settings in your organization by using Office 2007 Group Policy settings, see "Group Policy overview (2007 Office system)" at http://go.microsoft.com/fwlink/?LinkId=147185.
Note:
Smart tags are supported in Microsoft Word 2010 but do not appear with the dotted purple underline present in previous versions of Word. Microsoft Excel 2010 does not support smart tags.
Yes
No
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