September 2007

Outlook and SharePoint: Playing Well Together

Putting a new interface on SharePoint
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Pain Points
Integration between Outlook and SharePoint isn't all roses. You need to keep in mind the following limitations:

  • By default, WSS uses Integrated Windows Authentication, where the browser passes the credentials of your logged-in Windows account to the SharePoint server. Outlook can be used in a variety of situations that don't allow integrated authentication, so your users might need to enter their credentials to synchronize SharePoint content when they first start up Outlook.
  • You must address backup and restore of your synchronized data because it's all kept in the special PST file. This store isn't backed up during the server-side backup processes on your messaging server, so you need to include it in the workstation-level backup processes you use. (Your regular SharePoint backup process takes care of the server-side data, so if you do lose this store it's not lost forever.) You also need to ensure that your Outlook profile is backed up, which is not typically the case in many Exchange environments.
  • Synchronization between SharePoint and Outlook doesn't always happen as quickly as users would like. Although it's not a completely random process, SharePoint synchronization seems to happen as a background task. As you're working in Outlook, it will work through your configured SharePoint resources one at a time and update them. When you have a large number of updates, this can take a bit of time. If you're in a hurry and need to ensure that your SharePoint resources are fully updated, you can right-click the SharePoint store in Outlook and select the synchronization option.
  • As mentioned earlier, unless you're using Outlook 2007 and WSS 3.0 together, any updates you make to replicated content in Outlook will need to be manually uploaded to SharePoint. Although this means you can't use Outlook as a complete replacement for navigating SharePoint in your Web browser, you can use it as an alternative for day-today tasks.
  • The release version of Outlook 2007 has some problems with slow performance when the user's data store is larger than 1GB. Because one of the reasons people are using Outlook and SharePoint together is to enable Outlook to handle the bulkier document types without having them clog up the messaging system, this problem can be a pain point when using Outlook and SharePoint together. The Microsoft article "You may experience performance problems when you are working with items in a large .pst file or in a large .ost file in Outlook 2007" (http://support.microsoft.com/kb/932086) describes the problem and offers a hotfix to resolve the problem.

Other Resources
There are numerous resources for learning about SharePoint and Office. Many of them give excellent information on integrating SharePoint with Outlook and other Office applications. Here a few of the best ones:

The Office Online Web site (http://office.microsoft.com) is the first place to go for Office guidance. It provides many useful resources for Office users, including handy how-to guidance for many tasks.

One of your best resources for any version of Office is the appropriate Microsoft Office Resource Kit. These resource kits can be found online at http://www.microsoft.com/office/ork and contain a wealth of guidance to help you mange your Office applications and find ways to make them work better together. Whether you're using WSS 3.0 or MOSS 2007 product, most of the guidance will apply to both products.

The SharePoint team maintains a blog at http://blogs.msdn.com/sharepoint. It provides a fascinating and useful "behind the scenes" look at the SharePoint product. Many of the posts focus on administering SharePoint and using SharePoint through the Web interface, but the blog is a great contact point not only with the SharePoint product team, but with the regular crowd of SharePoint enthusiasts who participate through the comments.

Better Together
WSS is Microsoft's preferred collaboration platform for sharing and managing document and list content. Although it's grown steadily more useful with every version, offering greater degrees of interaction with the applications in the Office suite, many users and administrators fail to take full advantage of its true power because they find a Web-based interface to be too cumbersome or disruptive.

Outlook is a popular productivity application that helps users manage not just messaging data, but calendar and contact information as well. With the integration points provided by Microsoft, you can use SharePoint and Outlook together to fully leverage the strengths of each product. This kind of interaction can overcome some of the limitations of using the messaging infrastructure (such as Exchange Server) as a document dissemination and management medium, while still giving users a central interface for their daily information worker tasks.

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