Topic Last Modified: 2014-02-04

One of the major advantages to storing instant messaging and Web conferencing transcripts in Microsoft Exchange Server 2013 instead of Microsoft Lync Server 2013 is the fact that storing data in the same location enables administrators to use a single tool to search for archived Exchange data and/or archived Lync Server data. Because all the data is stored in the same place (Exchange) any tool that can search for archived Exchange data can also search for archived Lync Server data.

One tool that makes it easy to search for archived data is Microsoft SharePoint Server 2013. If you would like to use SharePoint to search for Lync Server data, you must first complete all the steps involved in configuring Exchange archiving in Lync Server. After Exchange 2013 and Lync Server 2013 have been successfully integrated you must then install the Exchange Web Services Managed API Version 2.0 on your SharePoint Server; the setup program for that API can be downloaded from the Microsoft Downloads Center ( The downloaded file (EWSManagedAPI.msi) can be saved to any folder on your SharePoint server.

After the file has been downloaded complete the following procedure on the SharePoint server:

  1. Open a command window by clicking Start, clicking All Programs, clicking Accessories, right-clicking Command Prompt, and then clicking Run as administrator.

  2. In the command window, use the cd command to change the current directory to the folder where the file EWSManagedAPI.msi has been saved. For example, if you have saved the file to C:\Downloads type the following command in the command window and then press ENTER:

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    cd C:\Downloads
  3. To install the API, type the following command then press ENTER:

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    msiexec /I EwsManagedApi.msi addlocal="ExchangeWebServicesApi_Feature,ExchangeWebServicesApi_Gac"
  4. After the API has been installed, reset IIS by typing the following command and pressing ENTER:

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After Exchange Web Services has been installed you must then configure server-to-server authentication between SharePoint Server 2013 and Exchange 2013. To do this, first open the SharePoint 2013 Management Shell and run the following set of command:

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New-SPTrustedSecurityTokenIssuer -Name "Exchange" -MetadataEndPoint ""
$service = Get-SPSecurityTokenServiceConfig
$service.HybridStsSelectionEnabled = $True
$service.AllowMetadataOverHttp = $False
$service.AllowOAuthOverHttp = $False
Be sure and use the URI for your autodiscover service. Do not use the sample URI

After you have created the token issuer and configured the token service, run these commands, making sure to substitute the URL of your SharePoint site for the sample URL http://atl-sharepoint-001:

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$exchange = Get-SPTrustedSecurityTokenIssuer "Exchange"
$app = Get-SPAppPrincipal -Site "https://atl-sharepoint-001" -NameIdentifier $exchange.NameID
$site = Get-SPSite  "https://atl-sharepoint-001"
Set-SPAppPrincipalPermission -AppPrincipal $app -Site $site.RootWeb -Scope "SiteSubscription" -Right "FullControl" -EnableAppOnlyPolicy

To configure server-to-server authentication for Exchange 2013, open the Exchange Management Shell and run a command similar to this (assuming that Exchange has been installed on drive C: and that it uses the default folder path):

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"C:\Program Files\Microsoft\Exchange Server\V15\Scripts\Configure-EnterprisePartnerApplication.ps1 -AuthMetaDataUrl 'https://atl-sharepoint-001/_layouts/15/metadata/json/1' -ApplicationType SharePoint"

After configuring the partner application it is recommended that you stop and restart Internet Information Services (IIS) on all your Exchange mailbox and client access servers. You can restart IIS by using a command similar to this, which restarts the service on the computer atl-exchange-001:

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iisreset atl-exchange-001

This command can be run from within the Exchange Management Shell or from any other command window.

Next, run a command similar to the following, which gives the specified user (in this example, kenmyer) the right to do discovery on Exchange:

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Add-RoleGroupMember "Discovery Management" -Member "kenmyer"

After server-to-server authentication has been established between Exchange and SharePoint your next step is to create an eDiscovery site in SharePoint. That can be done by running commands similar to these from the SharePoint Management Shell:

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$template = Get-SPWebTemplate | Where-Object {$_.Title -eq "eDiscovery Center"}
New-SPSite -Url "https://atl-sharepoint-001/sites/discovery" -OwnerAlias "kenmyer" -Template $Template -Name "Discovery Center"
"eDiscovery" is short for "electronic discovery," and typically refers to the process of looking through electronic archives for items that can be "reasonably calculated to lead to admissible evidence" in a court of law.

When the new site is ready, the next step is to configure Exchange 2013 to act as a result source for SharePoint. You can do that by completing the following procedure from the SharePoint 2013 Central Administration page:

  1. On the Central Administration page click Manage Service Applications and then click Search Service Application.

  2. On the Search Service Application: Search Administration page click Result Sources and then click New Result Source.

  3. In the New Result Source pane enter a name for the new result source (for example, Microsoft Exchange) in the Name box. Select Exchange as the result source Protocol, and then enter the web services source URL for your Exchange server in the Exchange Source URL box. The source URL should look similar to this:

  4. Make sure that Use Autodiscover is not selected, and then click OK.

Finally, create a new eDiscovery case and a new eDiscovery set by completing the following procedure from the SharePoint Discovery site (for example, https://atl-sharepoint-001/sites/discovery):

  1. On the Site Contents page click Create a new case.

  2. On the Site Contents: New SharePoint Site page, enter the user's email alias (for example, kenmyer) in the Title box, then add that same URL to the Web Site Address box. That will result in a URL similar to this:


  3. Click Create.

  4. When the eDiscovery set page appears, click new item under Identity and Preserve: Discovery Sets.

  5. On the New: Discovery Set page, enter the user's email alias in the Discovery Set Name box. Enter eDiscovery Lync* in the Filter box and then click Add & Manage Sources.

  6. On the Add & Manage Sources page, enter the user's email alias in the first textbox under Mailboxes. Click the check mailbox icon located next to the textbook to verify that SharePoint can connect to the specified mailbox.

  7. Click OK.

  8. On the eDiscovery set page, click Save to save the new eDiscovery set.

At this point you can search the specified mailbox (kenmyer) and/or enable In-Place holds the same way you would for any other SharePoint content or result source.