[This is pre-release documentation and subject to change in future releases. This topic's current status is: Milestone-Ready]

Topic Last Modified: 2010-07-15

This topic details how Microsoft Communicator "14" integrates with Microsoft Office 2007 suites and Microsoft Exchange Server 2007 Service Pack 2 (SP2).

Note:
Look for information about Communicator "14" integration with Microsoft Office 2010 suites and Microsoft Exchange Server 2010 in the next documentation update.

Integrating Communicator "14" and Microsoft Office 2007 Suites provides Microsoft Office users with in-context access to the instant messaging (IM), enhanced presence, telephony, and conferencing capabilities of Office Communicator.

Microsoft Office Outlook 2007 users can view a record of Communicator "14" conversations in the Office Outlook 2007 Conversation History folder. Additionally, users can view the availability of contacts and access the messaging capabilities of Communicator and Outlook from a Microsoft Word or Microsoft Excel file with smart tags enabled, or from a Microsoft SharePoint Server page.

The following figure shows how the enhanced presence button and its associated menu appear in an Outlook 2007 e-mail message.

The following topics are discussed in this section:

Planning for Communicator “14” Integration

Review the following configuration issues to ensure that you have everything required for integration between Communicator and other Office applications:

  • Configure integration between Communications Server and Exchange Server. For more information, see [XREF].

  • Review the integration features which can be configured during Communicator "14" deployment by using in-band server settings. See "Controlling Integration" later in this topic.

  • Note that the Online Meeting Add-in for Microsoft Outlook is installed at the same time as Communicator "14".

  • In organizations with multiple versions of Communicator or Office installed, review the compatibility tables in Communicator Compatibility.

  • Review the list of suggestions for preventing common integration errors in "Common Communicator and Outlook Integration Issues," later in this topic.

Integration and Exchange Server

To support Communicator "14" integration, both Communicator "14" and Outlook 2007 read and write information directly to Exchange Server. This section discusses the Exchange Server interfaces used by Communicator and Outlook.

To display information about a contact in an e-mail message, Outlook first looks for the contact’s SIP address locally, and then makes an RPC call to Exchange Server if required. During a single Outlook 2007 session, the number of RPC calls decreases as more SIP addresses are cached.

In Communicator "14", integration features that use either MAPI or Exchange Web Services calls directly to the Exchange Server are as follows:

  • Access Conversation History and missed calls

  • Play back voice mail message

  • Display Free/Busy information and working hours

  • Display meeting subject, time, and location

  • Display Out of Office status and note

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: from the Tools menu, select Options, select Other, and then look under Person Names.

Exchange Server Communication Interfaces

The following table describes the communication interfaces used by Communicator "14" to access and update features shared with Outlook 2007. Exchange Server calls are made either directly, through MAPI or Exchange Web Services (EWS), or indirectly, through the Outlook Object Model.

Exchange Server communication interfaces used by Communicator “14”

Communication Interface Function

Outlook Object Model

Send E-mail message

Schedule a meeting

Receive seed information for EWS

Open voice mail folder

Open the Conversation History folder

MAPI only

Exchange delegates

MAPI if available, otherwise EWS (persistent subscription)

Create the Conversation History folder

Voice mail notifications

Missed Conversation notifications

Read Contacts folder

Write Contacts (on demand)

EWS (persistent subscription) if available, otherwise MAPI

Write Conversation History items (on demand)

EWS only (persistent subscription)

Read or delete Conversation History items

Read or delete voice mail items

EWS (polling) if available, otherwise MAPI

Read free/busy times

Read Out of Office note

EWS only (polling)

Read working hours information

Publishing Free Busy Information

A Communicator "14" user cannot access another user’s availability and schedule directly, so Free/Busy and Out of Office details are published as part of a contact’s extended presence information. This works as follows:

  1. On User A’s computer, Communicator "14" uses Exchange Web Services calls to determine the user’s own Free/Busy and Out of Office status.

  2. Communicator "14" then updates User A’s enhanced presence data with this information.

  3. Other Communicator "14" and Office 2007 users can now view User A’s schedule details and Out of Office status, if applicable.

The availability of Free/Busy and Out of Office information about a contact is also controlled by a user’s Privacy Relationship settings. For more information, see Communicator 2010 New Features.

Note:
Free/Busy times and Out of Office information are obtained through MAPI-rather than through EWS-for client-server combinations other than Communicator "14" or Office Communicator 2007 R2, and Exchange Server 2007.

Controlling Integration

All the Outlook 2007 integration features are enabled by default, but can be controlled individually from within Communicator "14" or through in-band server settings.

By default, users can control which integration options are set using the Communicator "14" dialog box shown in the following figure.

[Screen shot here]

The following table lists the in-band server settings that administrators can use to enable or disable individual integration features, either during deployment, or later as part of a maintenance or upgrade cycle.

For more information on configuring Communicator "14" users and settings, see Determining Client Behavior.

Outlook integration options in-band settings

Policy Description

EnableCallLogAutoArchiving

Enables or disables saving of call logs. When set, the corresponding Options dialog box setting is unavailable.

DisableCalendarPresence

Disables the loading of free or busy data from Outlook 2007.

DisableFreeBusyInfo

Prevents Communicator from displaying Outlook 2007 information about free or busy states to other contacts.

DisableMeetingSubjectAndLocation

Prevents Communicator 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.

DisablePresenceNote

Prevents selection or clearing of the corresponding user setting.

DisableSavingIM

Prevents Communicator from saving instant messages.

EnableAutoArchiving

Enables or disables saving of instant messages. When set, the corresponding user setting is unavailable.

Integration with SharePoint Server, Word, and Excel

As soon as you have successfully configured integration between Communicator and Outlook, users of SharePoint Server, Word, and Excel can also view extended presence information about a contact, and access the combined messaging capabilities of Communicator and Outlook.

SharePoint Server

In both Windows SharePoint Services and Microsoft SharePoint Server, users must have Office 2003 or Office 2007 installed to view extended presence.

To display the presence button and menu, SharePoint uses a Microsoft ActiveX control called name.dll. The ActiveX control makes calls directly to the Office Communicator API, and then Communicator makes MAPI or Exchange calls-if required-to supply the requested information.

For more information about how presence is displayed in an Office SharePoint Server page, see this SharePoint developer blog entry on the Microsoft Developer Network (MSDN) at http://go.microsoft.com/fwlink/?LinkId=147181.

Word and Excel

For the presence button and menu to appear next to (or above) a contacts name in Word or Excel, smart tags must be enabled.

For instructions on how to enable smart tags from within Word or Excel, see the following Microsoft Knowledge Base article 300950, "How to troubleshoot custom Smart Tags in Office," at http://go.microsoft.com/fwlink/?LinkId=147183.

For information about how to do large-scale customization of end-user settings in your organization by using Office 2007 group policies, see the Office 2007 Resource Kit at http://go.microsoft.com/fwlink/?LinkId=147185.

Common Communicator and Outlook Integration Issues

This section lists some common configuration issues which might prevent Office Communicator integration with Outlook from working as expected.

  • In organizations with both Office 2003 and Office 2007 installed, ensure that you have deployed the most current version of the Office 2003 and Office 2007 Compatibility Pack. For more information, see http://go.microsoft.com/fwlink/?LinkId=147186.

  • Check that end-user integration settings in both Outlook and Communicator-normally enabled by default when Communicator is installed-are correctly set:

    • In Outlook, ensure that the Display online status next to a person name option is selected. To view this option in Outlook 2007: From the Tools menu, select Options, select Other, and then look under Person Names.

    • In Communicator, ensure that Microsoft Office Outlook is selected as the user’s personal information manager.

For other configuration issues to consider, see [XREF].