Reposted from TechNet

Published: May 12, 2010

This article describes how to configure integration with Exchange Server 2007 SP2, enabling Project Server 2010 users to view Project Server tasks in Microsoft Office Outlook. This functionality replaces the Outlook Add-in task status reporting functionality for non-time–phased tasks that is available in previous versions of Project Server and enables task assignment updates using % complete or total work remaining. These task assignment updates are then auto-submitted to the Task Status Manager when the tasks are updated in the Exchange client.

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Project Server uses Secure Sockets Layer (SSL) to access the Exchange Server and must trust the SSL certificate that was used by the Exchange farm. If you have a certificate issues by a trusted authority such as VeriSign, Project Server will trust the certificate. If your SSL certificate has not been issued by a trusted authority, you may have to export the certificate from the Exchange farm and import it as a trusted certificate on the computer that is running Project Server.

In order to perform these procedures, you must be member of the Project Server and Exchange Server administrator groups on the local computer.

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The procedures and Windows PowerShell commands in this article assume that you are using Exchange Server 2007.

Configure Project Web App settings

To configure Exchange integration, the Project Server administrator must grant access to the instance of Exchange Server and the Exchange administrator must grant Exchange access to the Project Server farm administrator account.

To activate Exchange Server synchronization
  1. In Microsoft Project Web App (PWA), click Server Settings.

  2. In the Operational Policies section, click Additional Server Settings.

  3. On the Additional Server Settings page, in the Exchange Server Details section, select the Synchronize tasks check box and then click Save.

Each Exchange Client Access server in an Exchange farm needs a user account in PWA. This account allows Exchange to call the Project Server Exchange Web service when there are task updates that need to be synchronized. Perform the following procedure for each Exchange Client Access server.

To create a user account for an Exchange Client Access server
  1. In Project Web App, click Server Settings.

  2. In the Security section, click Manage Users.

  3. On the Manage Users page, click New User.

  4. On the New User page, clear the check box stating User can be assigned as a resource and type the name of the Exchange Client Access server in the Display Name box.

  5. In the User Authentication section, select the Windows Authentication, using the Windows account option, and type the name of the Exchange Client Access server computer account in the User logon account box.

  6. In the Security Groups section, in the Available Groups list, select Administrators and then click Add.

  7. Click Save.

Synchronization must set up for each individual Project Server user for whom you want to synchronize tasks. Perform the following procedure for each user.

To configure a user account for a Exchange Server synchronization
  1. In Project Web App, click Server Settings.

  2. Under Security click Manage Users.

  3. In the users list click the name of the user that you want to configure.

  4. On the Edit User page, select the Synchronize Tasks check box, and type the user’s user principal name in the User Principal Name box.

  5. Click Save.

When configuring Exchange, you have to know the application pool identity that is associated with your PWA site. Use the following procedure to determine the identity.

To determine the application pool identity for the Project Web App site
  1. On the SharePoint Central Administration Web site, in the Application Management section, click Manage Service Applications.

  2. On the Application Management page, click Manage Service Applications.

  3. On the Application Management page, highlight Project Service Application, and on the ribbon click Properties.

  4. In the properties window on the Manage Project Web App Service Application page, note the account configured to run the application pool. This account is required to configure Exchange Server settings in the next procedure.

Synchronization must be set up for each individual Project Server user for whom you want to synchronize tasks.

Configure Exchange Server settings

The next step is to configure Exchange Server. Use the following procedure to grant impersonation permission to the PWA application pool account. Perform this procedure on each Exchange Client Access server in an Exchange farm.

To grant farm administrator impersonation permissions
  1. Log on to the computer that is running Exchange Server as an administrator.

  2. Click Start, All Programs, Microsoft Exchange Server 2007 SP2, Exchange Management Shell.

  3. At the prompt, type the following command: Add-ADPermission -Iden