How do we sync SharePoint 2013 with outlook 2013? Do we need to have exchange and SharePoint 2013 installed on the same server? I am having problems when I click on Sync to look. what are the steps needed to sync.
No, you should not (ever) install SharePoint and Exchange on the same server, it will most likely break the installation.
I'm not sure what you are trying to sync, but if it is the synchronization of task that was new for 2013 you find a very detailed guide here: https://technet.microsoft.com/en-us/library/jj554516.aspx
You can conifgure the Task Sync between SharePoint 2013 & Outlook 2013. You just need to follow the steps mentioned below.
- You need to enable the Offline Synchronization for External Lists option, which is disabled by default and deactivate the Minimal Download Strategy option, which is enabled by default. To do this SharePoint site owner needs to login to SharePoint site and navigate to Settings > Site Settings > Manage site features. Click Activate next to Offline Synchronization for External Lists. Click Deactivate next to Minimal Download Strategy, and confirm the warning about deactivation.
- While you can add to, edit or delete items in Contacts, Tasks or Calendar, you can only edit items in the Documents Library. It is not possible to add or remove documents from the SharePoint Document Library via Outlook 2007/2010/2013.
- Prior to connecting SharePoint Contacts, Tasks, Calendar or Document Library to Outlook 2007/2010/2013, we recommend that you configure a Microsoft Exchange account in Outlook 2007/2010/2013 for the user.
- Make sure that the user is granted sufficient access permissions to SharePoint Contacts, Tasks, Calendar or Document Library.
Now follow the instruction over here: How Do I Synchronize SharePoint 2013 Contacts, Tasks, Calendar or Document Library With Outlook 2007/2010/2013?
Also watch this video:https://www.youtube.com/watch?v=SCGDISZgJJg