all you need to know about wms
DESCRIPTION
Maxim Zhvirblya and Natallia Makarevich have presented on Belarus SharePoint User Group meetup and shared their experience in configuring, implementing, and working with Work Management Service Application in SharePoint 2013.TRANSCRIPT
All you need to know about
Work Management Service
Maxim Zhvirblya
Natallia Makarevich
Belarus SharePoint User GroupMinsk 2014
Agenda
OverviewHigh-level architectureWorking demoWMS for developersExchange integrationOur experience
About us:
Maxim ZhvirblyaSenior Software Maintenance EngineerBass guitar player
Natallia MakarevichLead Software EngineerDancer
Overview
Work Management Service ApplicationAggregate tasks to a central locationon a SharePoint server from
ExchangeProject ServerSharePoint
Overview
Users view and track their to-dos and tasks
Tasks in users personal site
Tasks can sync to Outlook
Provider model (possible integrations in the future)
Overview
Manage sites to display tasks from
Overview
Manage sites to display tasks from
Overview
OOB feature which goes with My Site
Dependencies: Search Service Application User Profile Service Application
• Configuration
High level architecture
Adding own task providers in not supported at the moment.
Tasks sync architecture
Tasks sync architecture
SharePoint/Project Server:Refresh every 5 minutesNo timer jobs
Exchange: Every minuteJob "Work Management Synchronization with Exchange"
Location and hints
Locations - where providers are looking for new tasks and get the updates.Hints - collection of locations for providers.Personal tasks - tasks on My Site w/o locations.Promotion - personal task can be promoted to location (only once).
Aggregation Tasks List
Actually, My Tasks is not a list...Welcome WmaAggregatorList_User !
Aggregation Tasks List
WMA aggregates tasks from SharePoint lists created in SharePoint Server (internally called TasksWithTimelineAndHierarchy-171) plus upgraded SharePoint lists from earlier versions of SharePoint (internally called Task-107 or GanttTasks-150).
Additionally, WMA aggregates all task items (whether or not in a SharePoint list) created in a library that supports the task content type. For more information, see: Turn on support for multiple content types in a list or library.
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.
How to configure it properly (to the end)
create Work Management Service ApplicationStart ServiceAdd wms account to UPS full controlGrant My Site app pool acount access to content DBs
$w = Get-SPWebApplication -identity http://<WebApplication>$w.GrantAccessToProcessIdentity("<Domain>\<Username>")
DEMO: how it works
WMS for DEVS
Available APINo REST endpointsSSOM
Microsoft.Office.Server.WorkManagement.dll
CSOMMicrosoft.SharePoint.WorkManagement.Client.dll
WMS for DEVS
Querying tasks listCreate/Edit/Delete tasksInitiate provider refreshPin/Unpin from timeline
WMS for DEVS
Querying tasks
Filters
CustomAttributeFilter FieldFilter KeywordFilter LastModifiedDateRangeFilter
LocationFilter
PinnedFilter
PrivacyFilter
WMS for DEVS
• <sp:TaskListRefreshControl runat="server"></sp:TaskListRefreshControl>.
• Querying active tasks.
• Grouping tasks based on the location type: site collection templates and personal tasks.
Our Custom Implementation
WMS for DEVS
Custom implementationFollow guidelines when configuringPlan integration with Exchange 2013Use provided APIWmaAggregatorList_User is not customizableDoes not support App Authentication
Tasks aggregation and Exchange
Pre-requisites• Exchange Server Web Services API on SharePoint Servers
msiexec /i EwsManagedApi.msi addlocal="ExchangeWebServicesApi_Feature,ExchangeWebServicesApi_Gac"
IISReset
DO NOT PUT Microsoft.Exchange.WebServices.dll into GAC (this is strongly forbidden)
• Add Exchange certificate to trust in SP
• establish an OAuth trust on the Exchange Server.
\Configure-EnterprisePartnerApplication.ps1 -ApplicationType Sharepoint -AuthMetadataUrl https://<SP_FQDN>/_layouts/15/metadata/json/1
Tasks aggregation and Exchange
Synchronization from SharePoint to Outlook
After enabling synch to Outlook, all SP tasks will appear in Outlook folder in 1 minute
Tasks aggregation and Exchange
Tasks appearing in Outlook folders
Tasks aggregation and Exchange
Synchronizing tasks created in Outlook with SharePoint
All new Outlook tasks will appear on “My Tasks” page on user’s personal site in 5 minutes under Personal tasks
Tasks aggregation and Exchange
Good to know!If tasks synchronization was configured and personal site has been moved or re-created for this user, synchronization for these tasks will stop working.If Outlook folder corresponding to the SharePoint site has been renamed, synchronization for these tasks will stop working.
Our Experience
Configuration troublesCustom implementationOdds: not shown tasksProduction server migrationJuly CU side-effect: permissions
Links & Resources
My Tasks Aggregation in SharePoint Server and Exchange Task Integration White PaperSharePoint 2013: Work Management Service Application on TechNet Workthrough SharePoint 2013 features in the work management service The WorkManagement And Task Aggregation JSOM APIs In SharePoint
Questions?
Thank you!