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Microsoft Office Communications Server has become the Unified Communications platform of choice for thousands of businesses seeking to drive more value from all forms of communication. This is a comprehensive, independent, and practical guide to Office Communications Server 2010, the brand-new version of this increasingly popular technology. Drawing on their extensive experience, Alex Lewis and Andrew Abbate cover all facets of planning, deploying, configuring, and managing OCS 2010 in enterprise environments. They present a detailed overview of the system and its components, offer step-by-step configuration instructions, and share dozens of best practices drawn from actual deployments. Technical professionals will find detailed chapters on each form of communication OCS 2010 can manage, including IP voice, instant messaging, audio/video conferencing, web conferencing, and much more. Along the way, Lewis and Abbate present powerful insights into planning infrastructure; monitoring day-to-day operation; troubleshooting; federation; remote access; backup/restore, Microsoft Forefront security; and many other essential topics. The most complete, independent guide to Office Communications Server - now the #2 most-requested Microsoft training topic behind Exchange! Combines theory, hands-on, step-by-step configuration instructions, and best practices from real enterprise environments Includes coverage of Microsoft Forefront for Office Communications Server available in no other book

Alex Lewis has a mixed background in telecommunications, IT, and consulting with more than 15 years experience. Alex has worked with a wide range of environments from small organizations to large enterprises requiring complex or custom communications solutions. Alex is a strong believer in the power of business and technology alignment using technological solutions to reduce costs and drive revenue. Including titles on Active Directory and Exchange, this is the seventh book that Alex has participated in writing. He currently is a principal consultant at Convergent Computing in Oakland, California and leads its Unified Communications practice. He loves a challenge and brings a wealth of experience to each new engagement.

Andrew Abbate is a 17-year veteran of consulting and IT and has a wealth of practical knowledge about communications, collaboration, and security. Andrew has helped some of the largest and most complex environments in North America improve their capability to quickly and securely communicate and collaborate with internal and external resources. In addition to his Lync and OCS background, Andrew has written several other books covering topics such as Exchange, Active Directory, and information security. Andrew currently enjoys the position of principal consultant and partner at Convergent Computing where he continues to consult with both large and small clients to help

improve their IT practices.

Tom Pacyk, MCITP, MCSE, is a senior systems engineer specializing in Lync, OCS, and Exchange projects while working at ExtraTeam in the Bay Area, CA. Tom began his career as a systems administrator and has moved into working as a consultant for the last five years where he designs and implements collaboration solutions for large and small customers. His work began with the original Exchange 2000 instant messaging service and he has been involved with implementations of every version of the product since then and now with Lync Server 2010. Outside of work, Tom runs a blog related to Microsoft Lync and Exchange topics.

Introduction 1

Chronology of Lync Server 1

How This Book Is Organized 4

Part I Overview

1 What Is Microsoft Lync Server? 9

Lync Server at a High Level 10

Lync Server Related Acronyms 14

Versions and Licensing 17

Integration with Other Microsoft Applications 21

The Competition 23

Summary 23

2 What Is New in Microsoft Lync Server? 25

Introducing New Management Tools 25

Topology Changes 28

New Enterprise Voice Features 30

New Call Management Features 35

Integrated Mediation Server 37

New Presence Features 38

New Conferencing Features 38

DNS Load Balancing 40

Survivable Branch Appliances 40

Operating System Support 41

New Lync Client Features 42

Summary 45

3 Feature Overview of Microsoft Lync Server 47

Presence 47

Instant Messaging 54

Web Conferencing 55

Audio and Video Conferencing 56

Dial-In Conferencing 57

Enterprise Voice 58

Remote Access 62

Federation 63

Archiving 64

Monitoring 64

Summary 65

4 Benefits of Microsoft Lync Server 2010 67

Overview of Unified Communications 67

Brief History of UC 68

Benefits for Lync Server Users 69

Enterprise Voice Benefits 71

Client-Side Benefits 76

Collaboration Benefits 78

Management and Administration Benefits 80

Monitoring Benefits 82

Summary 82

Part II Microsoft Lync Server 2010 Server Roles

5 Microsoft Lync Server 2010 Front End 85

Overview 85

Active Directory Preparation 86

Installation 91

Configuration 120

Administration 126

Troubleshooting 130

Best Practices 131

6 Microsoft Lync Server 2010 Edge 133

Edge Overview 133

Edge Installation 138

Edge Configuration. 146

Reverse Proxy 149

Reverse Proxy Configuration 152

Edge Server Administration 160

Edge Troubleshooting 169

Edge Server Best Practices 174

Summary 174

7 Microsoft Lync Server 2010 Monitoring 177

Overview 177

Installation 178

Configuration 183

Administration 187

Troubleshooting 193

Best Practices 193

8 Microsoft Lync Server 2010 Archiving 195

Overview 195

Installation 197

Configuration 203

Administration 209

Troubleshooting 209

Best Practices 210

Summary 211

9 Director 213

Director Overview 213

Director Installation 218

Director Configuration 227

Director Administration 231

Director Best Practices 235

Summary 235

Part III External Dependencies

10 Dependent Services 239

Active Directory 239

Domain Name System 246

Public Key Infrastructure 249

Network Dependencies 260

11 SQL 263

Installing SQL 2008 R2 263

SQL 2008 R2 Backup and Restore 266

Managing and Maintaining SQL 2008 R2 271

Monitoring SQL 2008 R2 278

Summary 286

12 Firewall and Security Requirements 287

Using Network Layer Firewalls with Lync Server 287

Using Operating System Firewalls with Lync Server 290

Using Reverse Proxies with Lync Server 294

Securing Service Accounts 308

Summary 311

Part IV Administration and Management

13 Monitoring Microsoft Lync Server 2010 315

Overview 315

OpsMgr Lync Server 2010 Monitoring 316

What Is New in OpsMgr R2? 317

How OpsMgr Works 318

OpsMgr Architecture 322

How to Use OpsMgr 325

OpsMgr Component Requirements 328

Advanced OpsMgr Concepts 330

Securing OpsMgr 335

Installing Operations Manager 2007 R2 338

Installing Edge Component Monitoring Certificates 346

Installing the Lync Server 2010 Management Pack 352

Best Practices 359

Summary 360

14 Backup and Restore of Microsoft Lync Server 2010 361

Backup and Restore Strategy 361

Backup Processes 362

Restore Processes 369

Troubleshooting 374

Best Practices 375

15 Administration of Microsoft Lync Server 2010 377

Administration Overview 378

Lync Server Control Panel 378

Lync Server Management Shell 380

Role-Based Access Control 385

Topology Model 387

Management Tasks 390

Configuring Quality of Service 393

Troubleshooting 396

Best Practices 403

Summary 403

Part V Migrating from Older Versions

16 Migrating from LCS and OCS 407

Overview 407

Office Communications Server 2007 R2 408

Edge Server Migration to Lync Server 2010 411

Front End and User Migration to Lync Server 2010 414

Troubleshooting 419

Best Practices 420

Summary 420

Part VI Voice

17 PBX Integration 423

Telephony Overview 423

Integration Methods 428

End-User Scenarios 433

Key Improvements 438

Best Practices 440

Summary 441

18 Enterprise Voice 443

Mediation Server Overview 443

Mediation Server Installation 446

Voice Routing 452

Publishing Changes 461

Voice Features 464

Network Configuration 468

Call Admission Control 470

Media Bypass 474

Enhanced 911 476

Remote Site Survivability 480

Response Groups 483

Best Practices 496

Summary 496

19 Audio Conferencing 497

Dial-In Conferencing Overview 497

Dial-In Conferencing Configuration 499

Configure Users for Dial-In Conferencing 511

Best Practices 516

Summary 517

Part VII Integration with Other Applications

20 Exchange 2010 and SharePoint 2010 Integration 521

Overview 521

Exchange 2010 Unified Messaging 521

Call Answering Rules 526

Exchange 2010 Unified Messaging Architecture 527

Unified Messaging Users 534

UM Web Services 534

Supported IP/VoIP Hardware 537

Unified Messaging Protocols 538

Unified Messaging Installation. 539

Postinstall Configuration 542

Data Storage in Unified Messaging 551

Exchange 2010 Outlook Web Application 552

SharePoint 2010 Integration 554

Best Practices 557

21 UCMA 559

Overview 559

Server APIs 560

Client APIs 561

PowerShell 561

Installing UCMA 3.0 564

Walkthrough of the UCMA 3.0 Components 564

Summary 571

Part VIII Clients

22 Microsoft Communicator Client for Macintosh 575

Installing the Client 576

Features and Improvements 579

Getting Around in the Client 580

IM Features 584

Audio/Video Calls and Conferencing 585

Web Conferencing 588

Client Integrations with Other Applications 593

Tuning Hardware for Communicator Client 595

Troubleshooting 596

Best Practices 597

23 Windows, Browser, and Silverlight Clients 599

Installing the Client 600

Navigating in the Client 601

IM Features 606

Audio Calls, Video Calls, and Conferencing 608

Web Conferencing 610

Client Integrations with Other Applications 615

Useful Lync Client Shortcuts 617

Lync Silverlight Client 618

Troubleshooting 624

Best Practices 625

Summary 626

24 UC Endpoints 627

Overview 627

Standalone IP Phones 628

USB Headsets, Speakerphones, and Handsets 629

Webcams 631

Conferencing Devices 632

Best Practices 632

Part IX Planning for Deployment

25 Virtualization 637

Virtualization Overview 638

Lync Support Guidelines 642

Lync Server Virtual Topologies 644

Host Server Configuration 652

Virtual Machine Server Configuration 655

Infrastructure and Application Virtualization 658

Best Practices 659

Summary 660

26 Planning for Internal Non-Voice Deployment 661

Determining the Scope of the Deployment 661

Determining Your Infrastructure Needs 665

Planning for Capacity 669

Planning for IM 672

Planning for Conferencing 675

Planning for Clients and Devices 677

Planning for Archiving 678

Planning for Virtualization 681

Planning for Management 683

Documenting the Plan 685

Best Practices 686

Summary 688

27 Planning for Deploying External Services 691

Edge Server Considerations 691

Firewall Configuration 696

High Availability 705

Edge Server Preparation 710

Certificates 717

Reverse Proxy 721

Sample Scenarios 726

Summary 732

28 Planning for Voice Deployment 733

Dial Plan 733

Voice Routing 739

Voice Resilience 746

Network Configuration 751

Call Admission Control 752

Media Bypass 754

Enhanced 911 758

Devices 760

Response Groups 762

Planning Tool 763

Best Practices 763

Summary 764

Index 765

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Microsoft Lync Server 2010 Unleashed

Microsoft Lync Server 2010 Unleashed

0672330342

Summary

Author Biography

Table of Contents

Supplemental Materials

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