Microsoft Lync Server 2010 Unleashed

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