In this post I described how Lync 2013 Preview could archive content in Exchange 2013 Preview mailboxes. SharePoint Server 2013 is able to search in such archives using the SharePoint Server 2013 eDiscovery site collection.
SharePoint Server 2013 is using the Exchange Web Services Managed API V2.0 and Server to Server authentication (S2SOAuth) to be able to read data from Exchange 2013.
I will now describe how to configure SharePoint Server 2013 to allow a user to discover Lync archived data. The goal of the configuration below is to allow the user test2 to search Lync archived data in Exchange for the user test1.
Let me show how to configure the integration. I will use the following sample environment to illustrate the configuration:
In the sample environment, the programs have been installed on the C: drive.
Configure the Exchange 2013 Autodiscover service to be available on the FQDN autodiscover.contoso.com. Use the following Exchange Management Shell command on e15fe.contoso.com.
Get-ClientAccessServer | Set-ClientAccessServer -AutoDiscoverServiceInternalUri https://autodiscover.contoso.com/autodiscover/autodiscover.xml
Install the EWS Managed API from the link above on sps15.contoso.com. Make sure that the Microsoft.Exchange.WebServices.dll is loaded into the GAC by using GacUtil. Make sure to use the .NET 4 version of GacUtil (C:\Program Files\Microsoft SDKs\Windows\v7.1\Bin\NETFX 4.0 Tools after you have installed .NET 4.0 SDK)
GacUtil /i C:\Program Files\Microsoft\Exchange\Web Services\2.0\Microsoft.Exchange.WebServices.dll
Now it is time to configure SharePoint to do S2SOAuth with Exchange. Use the following SharePoint 2013 Management Shell commands:
We now need to configure the Exchange 2013 side of things. Use the following Exchange Management Shell commands:
Make sure to restart IIS on both front-end and back-end by issuing the following commands in a command window:
We need to add the user test2 to "Discovery Management" role group to allow test2 to do the discovery. Use the following Exchange Management Shell commands:
Use the following SharePoint 2013 Management Shell commands:
By adding test2 as owner I make sure that the user has the necessary permissions on the site.
Use the following Lync Management Shell commands on lyncfe1.contoso.com to enable archiving to Exchange for test1.
For both test users sign in to Lync 2013. From test1 send an IM to test2 with the text "eDiscovery Lync Archived test data". Close the conversation windows.
We need to add Exchange 2013 as a content source in SharePoint. Use the SharePoint 2013 Central Administration website as follows:
Now we need to create an eDiscovery case using the Discovery web site created in step 6. As test2 sign into Windows and use IE to access the web site https://sps15/sites/discovery.
Now we need to create an eDiscovery set using the eDiscovery case created in step 10.
SharePoint will now start a search against the test1 mailbox and should show that it has found 2 Items: 1 item from the Conversation History folder and 1 item from the archived data in the Purges folder.
You can now Save the eDiscovery Set and enable In-Place Hold if needed.