Microsoft Lync Server 2013 Unleashed

Alex Lewis, MCITP, CISSP, has a mixed background in telecommunications, IT, and consulting, with more than 15 years of experience. He has worked with the Lync family of products since the Exchange 2000 instant messaging service and a number of other solutions, including Cisco, Avaya, Nortel, Shoretel, and NEC. He has worked with a wide range of environments from small organizations to large enterprises requiring complex or custom communications solutions, and he is responsible for architecting and implementing some of the largest Lync deployments in the world. Alex is a strong believer in the power of business and technology alignment using technological solutions to reduce costs and drive revenue and leveraging Communications Enabled Business Processes (CEBP) to accelerate business success. Including titles on Active Directory and Exchange, and two on Lync, Alex has participated in writing eight books from 2004 to present. He is currently principal consultant at Modality Systems, a boutique international consulting firm focused on Microsoft unified communications. He loves a challenge and brings a wealth of experience to each new engagement. In his spare time Alex enjoys scuba diving with sharks and beach volleyball. Tom Pacyk is one of only a few people worldwide to hold both the Microsoft Certified Master certification and the Microsoft Most Valuable Professional award for Lync Server. Tom works as a Principal Systems Architect at ExtraTeam and is currently based in Chicago, Illinois. He began his career as a systems administrator and has moved into working as a consultant for the past seven years, designing and implementing collaboration solutions for large and small customers. His Unified Communications work began with the original Exchange 2000 instant messaging service, and he has been involved with implementations of every version of the product up to Lync Server 2013. Outside of work Tom runs a blog related to Microsoft Lync and Exchange topics, and he enjoys writing thrilling nonfiction books such as this one. David Ross, MCITP, VCP, CCEA, CCSP, has more than 14 years of experience in IT consulting, the majority of which has been spent playing the lead architect role on network design and implementation projects throughout the San Francisco Bay area. David is currently acting as a principal engineer for Convergent Computing, and he develops hybrid solutions involving multiple vendor technologies for organizations of all sizes. Specialties for David include Active Directory, Exchange, Lync, Citrix technologies, virtualization solutions using VMware vSphere and Microsoft Hyper-V, and Cisco routing, switching, and security technologies. Randy Wintle is a Unified Communications Architect specializing in planning, architecture, and implementation of enterprise unified communications solutions. Randy has an exceptional track record for driving success on large enterprise deployments of Microsoft OCS and Lync Server 2010. He has successfully guided several large organizations in their development of strategies to enhance their business through Microsoft UC solutions. Randy is both a Microsoft Certified Master and a Microsoft MVP for Lync Server 2010, a rare combination and evidence of his technical prowess and recognition as an industry expert. Randy frequently participates in community and Microsoft-sponsored technical events. He helped develop the Microsoft training and certification programs for Lync and OCS. Randy has been previously published in the book Microsoft Lync Server 2010 Resource Kit. He has also contributed to many online whitepapers and has a very successful UC blog.

Foreword   xiii
Introduction   xix
PART I:  LYNC SERVER 2013 OVERVIEW
Chapter 1  Getting Started with Microsoft Lync Server 2013   3

Lync Server Overview   4
Lync Server Terms and Acronyms   8
Versions and Licensing   11
Integration with Other Microsoft Applications   14
Chapter 2  What’s New in Microsoft Lync Server 2013   19
Conferencing Improvements   19
High-Availability and Disaster Recovery Changes   22
Server Features   24
Persistent Chat   27
Hybrid and On-Premise Deployment Integration   27
Client Features   28
Voice Enhancements   32
Chapter 3  Feature Overview and Benefits of Microsoft Lync Server 2013   37
Presence   37
Instant Messaging   44
Web Conferencing   44
Audio and Video Conferencing   45
Dial-In Conferencing   45
Enterprise Voice   47
Remote Access   50
Archiving   51
Monitoring   51
Summary   52
Chapter 4  Business Cases for Lync Server 2013   53
Why Unified Communications   53
Return on Investment (ROI)   58
Why Lync 2013 for Unified Communications   63

PART II:  MICROSOFT LYNC SERVER 2013 SERVER ROLES
Chapter 5  Microsoft Lync Server 2013 Front End Server   73
Active Directory Preparation   74
Installation   80
Configuration and Administration Overview   109
Troubleshooting   109
Best Practices   110
Chapter 6  Microsoft Lync Server 2013 Edge Server   111
Edge Server Overview   111
Edge Server Installation   115
Edge Server Configuration   125
Edge Server Administration   129
Edge Server Troubleshooting   138
Edge Server Best Practices   144
Chapter 7  Microsoft Lync Server 2013 Monitoring and Archiving   147
Monitoring Components Installation   148
Monitoring Configuration   149
Monitoring Administration   151
Monitoring Troubleshooting   155
Archiving Components Installation   156
Archiving Configuration   156
Archiving Administration   159
Archiving Troubleshooting   160
Best Practices   160
Chapter 8  Mediation Server   163
Mediation Server Overview   163
Installing Mediation Server   166
Mediation Server Configuration   172
Mediation Server Administration   174
Mediation Server Troubleshooting   176
Best Practices   180
Chapter 9  Director   181
Director Overview   181
Installing the Director Role   188
Configuring the Director   198
Administration of the Director Role   202
Director Troubleshooting   209
Best Practices   214
Chapter 10  Persistent Chat   215
Persistent Chat Overview   215
Persistent Chat Deployment   216
Configuring Persistent Chat   227
Persistent Chat Administration   240
Persistent Chat Troubleshooting   245
Best Practices   246

PART III:  EXTERNAL DEPENDENCIES
Chapter 11  Dependent Services and SQL   251
Active Directory   251
Domain Name System   258
Server Certificates   260
Network Dependencies   267
Office Web Apps Server   270
SQL Server Dependencies   274
Chapter 12  Firewall and Security Requirements   291
Firewall Requirements Overview   291
Ports Required for Internal and External Access   292
Using Network Address Translation (NAT) with Lync Server   295
Reverse Proxy Requirements   296
Reverse Proxy Configuration   297
File Share Permissions   304

PART IV:  ADMINISTRATION AND MANAGEMENT
Chapter 13 Monitoring Lync Server 2013   307
Understanding Key Areas to Monitor in Your Deployment   307
Monitoring the Health and Performance of Lync Server 2013   309
Chapter 14  Administration of Microsoft Lync Server 2013   333
Administration Overview   334
Using the Lync Topology Model   343
Managing Servers and Users   346
Configuring Quality of Service   351
Troubleshooting   354
Best Practices   359
Chapter 15  High-Availability and Disaster Recovery   361
Defining Business Requirements for High-Availability and Disaster Recovery   361
Designing for High-Availability   364
Designing for Disaster Recovery   370
Configuring Lync Server for High-Availability   380
Executing Disaster Recovery Procedures   388

PART V:  MIGRATING FROM OLDER VERSIONS
Chapter 16  Migrating from Lync Server 2010   397
Front End and User Migration to Lync Server 2013   398
Edge Migration to Lync Server 2013   404
Completing the Migration to Lync Server 2013   413
Troubleshooting   424
Best Practices   424

PART VI:  LYNC VOICE, VIDEO, AND INTEGRATION
Chapter 17  Lync Telephony and Voice Integration   429
Understanding Telephony Fundamentals   430
Integration Methods   435
End-User Scenarios   442
Analog Devices   447
Lync Voice Routing   450
Best Practices   455
Chapter 18  Advanced Lync Voice Configuration   457
Building the Lync Topology   457
Voice Routing   463
Voice Features   476
Advanced Enterprise Voice Features   480
Dial-In Conferencing   492
Response Groups   499
Best Practices   510
Chapter 19  Lync Native Video and Data Conferencing   511
Lync 2013 Peer-to-Peer Video   511
Lync Server 2013 Video Conferencing   519
Lync Server 2013 Data Conferencing   524
Chapter 20  Video Integration with Third-Party Products and Services   535
Signaling Gateways   536
Native Registration   541
Media Transcoding Gateways   543
Multipoint Control Units   545
Software Plugins   549
Summary and Comparison   549

PART VII:  INTEGRATION WITH OTHER APPLICATIONS
Chapter 21  Exchange and SharePoint Integration   555
Server-to-Server Authentication   555
Exchange Integration Features   561
SharePoint Integration Features   580

PART VIII:  OFFICE 365 AND LYNC ONLINE
Chapter 22  Lync Online and Hybrid Deployments   589
Overview of Lync Online and Office 365   589
System Requirements   590
Experiencing Lync Online   592
Deploying Lync Online   594
AD FS Deployment for SSO   611
Configuring Directory Synchronization   618
Lync Hybrid Deployment   623

PART IX:  LYNC SERVER 2013 CLIENTS
Chapter 23  Mac Client   629
Installing the Client   630
Feature Comparison   633
Navigation and Layout   636
Managing Contacts   639
Managing Groups   640
IM Features   641
Audio/Video Calls and Conferencing   642
Making a Video Call   643
Web Conferencing   644
Client Integrations with Other Applications   644
Tuning Hardware for the Lync:Mac Client   646
Troubleshooting   648
Best Practices   648
Chapter 24  Mobile Clients   651
Mobile Clients Overview   651
Lync Server 2013 Mobility Technical Review   654
Deploying Lync 2013 Mobility   660
Chapter 25  Windows Client   669
Installing the Client   670
Navigating in the Client   671
Peer-to-Peer Conversations   677
Conferencing   682
Persistent Chat   688
Integration with Other Applications    689
Chapter 26  Browser Client   693
Lync 2013 Browser Capabilities    693
Lync Server 2013 Web App Technical Review   695
Requirements to Deploy Lync 2013 Browser Functionality   699
Chapter 27  Lync and VDI   705
VDI Basics   706
Introducing the Lync VDI Plugin   707
Protocol Partner Solutions for the Lync VDI Plugin   717
Thin Client Hardware Optimized for Lync 2013   719

PART X:  PLANNING FOR DEPLOYMENT
Chapter 28  Planning for Lync Online and Hybrid Deployments   725
Comparing Topologies   725
Lync Online and Office 365 Subscription Plans   729
Planning for Lync Online   731
Planning for Single Sign-On with AD FS   740
Planning for Directory Synchronization   748
Planning for a Hybrid Deployment   750
Chapter 29  Virtualization Support   757
Virtualization Overview   758
Lync Server Virtualization Support Guidelines   763
Lync Server 2013 Virtual Machine Recommendations   766
Host Server Hardware Recommendations   769
Lync Server 2013 Sample Virtual Topologies   772
Sample Topology Considerations   783
Client and Desktop Virtualization   784
Best Practices   785
Chapter 30  Planning for Basic Lync Services   787
Determining the Scope of the Deployment   787
Determining Your Infrastructure Needs   791
Planning for Capacity   794
Planning for IM   797
Planning for Conferencing   800
Planning for Clients and Devices   802
Planning for Archiving   802
Defining Your Archiving Requirements   803
Planning for Management   805
Documenting the Plan   807
Best Practices   809
Chapter 31  Planning to Deploy External Services   813
Determining Feature Requirements   813
Planning Edge Server Architecture   819
Planning for High-Availability   827
Reverse Proxy Planning   832
Planning for Certificates   836
Network Planning Considerations   839
Preparing for Edge Servers   842
Chapter 32  Planning for Voice Deployment   847
Dial Plan   847
Voice Routing   853
Voice Resiliency   861
Call Admission Control and Media Bypass   869
Emergency Services   875
Response Groups   880
Additional Considerations   881
Best Practices   884

PART XI:  ENDPOINTS
Chapter 33  UC Endpoints   889
Standalone IP Phones   890
USB Headsets, Speakerphones, and Handsets   891
Webcams   895
Conferencing Devices   896
Best Practices   896

Index   897