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Part V: Migrating from Older Versions
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Part V: Migrating from Older Versions
by Randy Wintle, Alex Lewis, David Ross, Tom Pacyk
Microsoft® Lync® Server 2013 Unleashed Second Edition
Title Page
Copyright Page
Contents at a Glance
Table of Contents
Foreword
About the Authors
Dedications
Acknowledgments
We Want to Hear from You!
Reader Services
Introduction
Chronology of Lync Server 2013
How This Book Is Organized
Part I: Lync Server 2013 Overview
Chapter 1. Getting Started with Microsoft Lync Server 2013
Lync Server Overview
Instant Messaging and Presence
Peer-to-Peer Audio
Web, Audio, and Video Conferencing
Enterprise Voice
Persistent Chat
Lync Server Terms and Acronyms
Versions and Licensing
Lync Server Standard Edition
Lync Server Enterprise Edition
Client and Server Licensing
Integration with Other Microsoft Applications
Integration with Exchange
Integration with SharePoint
Integration with Microsoft Office
Summary
Chapter 2. What’s New in Microsoft Lync Server 2013
Conferencing Improvements
Gallery View
HD Video Conferencing
H.264 Codec
Lync Web App Audio and Video
Smart Cropping
High-Availability and Disaster Recovery Changes
SQL Mirroring for Databases
Brick Model and User Data Replication
Conferencing Resiliency and Backup Service
Server Features
Office Web Apps Server
Monitoring and Archiving Servers
Standalone A/V Conferencing Server
Server-to-Server Authentication
Exchange Archiving
Unified Contact Store
Skype Federation
XMPP Gateway
Persistent Chat
Hybrid and On-Premise Deployment Integration
Client Features
High-Resolution Photos
Tabbed Conversations
Presenting
Mobile Client Audio and Video
OneNote
Audio Dial-Out
VDI
Voice Enhancements
Trunks and M:N Routing
Inter-Trunk Routing
Calling Party Manipulation
Delegate Simultaneous Ringing
Voice Mail Escape
Response Group Managers
Call Forwarding Restrictions
IPv6 Support
Summary
Chapter 3. Feature Overview and Benefits of Microsoft Lync Server 2013
Presence
Enhanced Presence
Presence States
Access Levels and Privacy Relationships
Interruption Management
Automated Status Updates
Multiple Points of Presence
Extensible Presence
Application Integration
Location
Instant Messaging
Web Conferencing
Audio and Video Conferencing
Dial-In Conferencing
Permissions
Flexible Conference IDs
Lobby
Announcements
Languages
Enterprise Voice
Call Forwarding
Delegation
Response Groups
Call Park
Private Lines
SIP Trunking
E911
Remote Access
Federation
Public IM Connectivity
Archiving
Monitoring
Summary
Chapter 4. Business Cases for Lync Server 2013
Why Unified Communications
Instant Messaging and Presence
Benefits of Instant Messaging and Presence
Web, Audio, and Video Conferencing
Benefits of Web, Audio, and Video Conferencing
Enterprise Telephony
Understanding the Benefits of Enterprise Telephony as part of a UC Solution
Unified Messaging
Understanding the Benefits of Unified Messaging as Part of a UC Solution
Return on Investment (ROI)
UC Investments
Consider the Capital Investments
Consider the Operating Expenses
Consider the Committed or “Dual-Run” Costs
Realizing ROI with Audio Conferencing
Realizing ROI with Centralized Telephony
Reduced Hardware Footprint
Reduced Support Costs
SIP Trunking Opportunity
Realizing ROI with Productivity Increases
Realizing ROI with Reduced Travel Costs
Realizing ROI with Reduced Real Estate Costs
Why Lync 2013 for Unified Communications
Software-Based UC
Lower Total Cost of Ownership (TCO)
Deployment Flexibility
Remote Access and Federation
Summary
Part II: Microsoft Lync Server 2013 Server Roles
Chapter 5. Microsoft Lync Server 2013 Front End Server
Active Directory Preparation
Installation
Lync Server 2013 Topology Builder
Standard Edition Installation
Topology Builder for Standard Edition Deployments
Installing the Front End Role
Enterprise Edition Installation
Topology Builder for Enterprise Edition Deployments
Installing the Front End Role
Configuration and Administration Overview
Troubleshooting
Best Practices
Chapter 6. Microsoft Lync Server 2013 Edge Server
Edge Server Overview
Access Edge Service
Remote Access
Federation
Public Provider Connectivity
Web Conferencing Edge Service
A/V Edge Service
XMPP Gateway Service
Collocation
Edge Server Installation
Hardware Requirements
Operation System Requirements
Software Requirements
Server Roles and Features
Configure Networking
IPv6 Support
Create the Edge Pool
Edit the Topology
Deploying a Single Edge Server Pool
Deploying a Load-Balanced Edge Server Pool
Publish the Topology
Installing the Edge Server
Export Topology
Installing a Local Configuration Store
Installing the Lync Server Components
Creating Certificates
Importing Offline Certificate Requests
Assigning Certificates
Start Services
Edge Server Configuration
Enabling Edge Server Features
Managing A/V Edge Configuration
Introducing High-Availability
Adding Edge Servers to a Pool
Edge Server Administration
Editing the Global External Access Policy
Creating a New External Access Policy
Assigning External Access Policies
Managing Federation
Managing XMPP Federation
Managing Public Providers
Managing External Web Conferencing Features
Managing A/V Edge Features
Edge Server Troubleshooting
Firewall Ports
Routing
Certificates
Edge Internal Certificate Names
Access Edge Certificate Names
Web Conferencing Edge Certificate Names
A/V Authentication Certificate Names
Wildcard Certificates
DNS Records
Windows Event Logs
Lync Centralized Logging
Lync Server Management Shell
Telnet
Troubleshooting Lync Services
Edge Server Best Practices
Summary
Chapter 7. Microsoft Lync Server 2013 Monitoring and Archiving
Monitoring Components Installation
Installing Microsoft SQL Server 2012 Reporting Services
Monitoring Configuration
Monitoring Administration
Monitoring Troubleshooting
Archiving Components Installation
Archiving Configuration
Creating Site and User Policies
Using Cmdlets for Configuration Tasks
Archiving Administration
Archiving Troubleshooting
Best Practices
Chapter 8. Mediation Server
Mediation Server Overview
Mediation Server Collocation
Installing Mediation Server
Prerequisites
Hardware Recommendations
Operating System Requirements
Software Requirements
Server Roles and Features
Create a Mediation Server Pool
Steps to Edit the Existing Topology
Steps to Publish the Updated Topology
Install Lync Mediation Server Components
Cache Installation Files
Install Local Configuration Store
Install Lync Server Components
Create Certificates
Assign Certificates
Start Services
Mediation Server Configuration
Certificate Requirements
High-Availability
Adding Mediation Servers to a Pool
Mediation Server Administration
Services
Topology Status
Services Management
Mediation Server Troubleshooting
Connectivity to Next-Hop Gateways
Connectivity to Edge Servers
DNS Records
Logs
Lync Server Management Shell
Synthetic Transactions
Telnet
Time
Summary
Best Practices
Chapter 9. Director
Director Overview
Dedicated Role
Benefits of a Director
Internal Endpoint Sign-In Process
Centralized Sign-In
Optimized External Access Path
Denial-of-Service Barrier
Simple URL Entry Point
Optional Role
Why Deploy a Director?
Placement
Standard Edition Versus Enterprise Edition
Back-End Database
Collocation
Installing the Director Role
Prerequisites
Hardware Recommendations
Operating System Requirements
Software Requirements
Server Roles and Features
Installing Server Role Prerequisites
Creating a Director Pool
Edit Topology
Publish Topology
Install Server
Cache Installation Files
Install Local Configuration Store
Install Lync Server Components
Create and Install Certificates
Assign Certificates
Start Services
Configuring the Director
Certificate Requirements
SRV Records
Web Services FQDN Overrides
Web Services Ports
Reverse Proxy
High-Availability
Adding Servers to an Existing Director Pool
Collecting Monitoring Data
Administration of the Director Role
Services
Ports
Firewall Rules
Topology Status
Services Management
Load Balancer Drain
Client Version Filter
Director Troubleshooting
Redirects
Certificates
DNS Records
Logs
Lync Server Management Shell
Synthetic Transactions
Telnet
Time
Summary
Best Practices
Chapter 10. Persistent Chat
Persistent Chat Overview
Persistent Chat Deployment
Topology Options and Scaling
Prerequisites
Topology Update
Installing the Persistent Chat Server Role
Configuring Persistent Chat
Administrative Access
Persistent Chat Policies
Persistent Chat Server Options
Chat Room Categories
Chat Room Add-ins
Chat Rooms
Creating a Chat Room Using the Lync Server Management Shell
Creating a Chat Room Using the Lync 2013 Client
Compliance Configuration
Persistent Chat Administration
Chat Room Management by Administrators
Chat Room Management by End Users
Persistent Chat Troubleshooting
Best Practices
Summary
Part III: External Dependencies
Chapter 11. Dependent Services and SQL
Active Directory
Schema Extensions
Forest Prep
Domain Prep
Lync Server 2013 Security Groups
Domain Name System
DNS Load Balancing
Automatic Client Sign-in
Simple URLs
Server Certificates
Lync Server Certificate Requirements
Installing Lync Certificates
Network Dependencies
Supporting Lync Phone Edition with DHCP
Segregation of Traffic
Ethernet Switch Considerations
Defining Network Sites
Office Web Apps Server
System Requirements
Office Web Apps Server Installation
SQL Server Dependencies
Lync Database Requirements
Installing SQL Server for Lync
SQL Backup Procedures
Backing Up SQL Using Windows Server Native Backup
Backing Up SQL Using SQL Server Management Studio
Maintaining the Lync SQL Databases
Checking and Repairing Database Integrity
Monitoring and Reducing Fragmentation
Shrinking Data Files
Creating SQL Server Maintenance Plans
Summary
Chapter 12. Firewall and Security Requirements
Firewall Requirements Overview
Network-Based Firewalls
Ports Required for Internal and External Access
Using Operating System Firewalls
Configuring the Windows Server Firewall for Lync Server
Using Network Address Translation (NAT) with Lync Server
Reverse Proxy Requirements
Why a Reverse Proxy Is Required
Certificate Requirements
Reverse Proxy Configuration
Create DNS Records for Lync Server Reverse Proxy
Verifying Access to the Lync Web Services
Configuring Microsoft Threat Management Gateway (TMG) for Lync Server
Configure Web Farm FQDN
Request and Configure SSL Certificates
Configuring Web Publishing Rules
Configuring Authentication and Certification on IIS Virtual Directories
File Share Permissions
Summary
Part IV: Administration and Management
Chapter 13. Monitoring Lync Server 2013
Understanding Key Areas to Monitor in Your Deployment
Health and Performance Requirements
Usage, Adoption, and Archiving Requirements
Monitoring the Health and Performance of Lync Server 2013
Using Performance Monitor to Establish Performance Baselines
Important Performance Monitor Counters
Collecting and Analyzing Performance Monitor Data
Features Available in Lync Server 2013 for Health Monitoring and Troubleshooting
Using Windows Event Logs to Identify Health Issues
Using Synthetic Transactions to Identify Health Issues
Capabilities and Benefits of System Center Operations Manager with Lync Server
Monitoring the Health of Lync Server 2013 with SCOM
Summary
Chapter 14. Administration of Microsoft Lync Server 2013
Administration Overview
Lync Server Control Panel
Lync Server Management Shell
Benefits of the Management Shell
Management Shell Basics
Tips and Tricks
Use the Tab Key
Skip the Identity
Surround Spaces with Quotation Marks
Leverage Get-Help
Role-Based Access Control
Lync Versus Exchange RBAC
Default Roles
Creating New Roles
Using the Lync Topology Model
Central Management Store
Topology Builder
Scopes
Managing Servers and Users
Lync Server Logging Tool
Searching the Log Files
Viewing Log Files
Starting and Stopping Logging
Server Draining
Database Import/Export
Configuring Quality of Service
Server Configuration
Client Configuration
Creating a Client QoS Policy
Non-Windows-Based Devices
Lync Phone Edition QoS
Troubleshooting
Certificates
DNS Records
Event Logs
Lync Server Management Shell
Synthetic Transactions
Telnet
Time
Services
Best Practices
Summary
Chapter 15. High-Availability and Disaster Recovery
Defining Business Requirements for High-Availability and Disaster Recovery
Identifying Availability Requirements
What Do Service Levels Really Mean?
Understanding the Business Impact of High-Availability and Disaster Recovery
Designing for High-Availability
Understanding High-Availability
High-Availability Options in Lync Server 2013
What Services Are Supported for Lync High-Availability?
SQL Server Backend High-Availability
File Share High-Availability
Lync Front End Server High-Availability
Lync Edge Server High-Availability
Lync Mediation Server High-Availability
Persistent Chat High-Availability
Shared Components High-Availability
Designing for Disaster Recovery
Defining Disaster Recovery
Disaster Recovery Options in Lync Server 2013
What Services Are Supported for Lync Disaster Recovery?
SQL Server Backend Disaster Recovery
Lync Front End Server Disaster Recovery
Lync Edge Server Disaster Recovery
Lync Mediation Server Disaster Recovery
Persistent Chat Disaster Recovery
Shared Components Disaster Recovery
Configuring Lync Server for High-Availability
Configuring SQL Server Mirroring
Configuring SQL Server Mirroring During Pool Creation in Topology Builder
Configuring SQL Server Mirroring on Existing Front End Server Pools
Failing Over a Failed SQL Store to the SQL Server Mirror
Configuring Front End Server Pools
Configuring a Front End Server Enterprise Edition Pool
Configuring DNS Load Balancing for Enterprise Edition Pools
Configuring File Shares
Configuring Persistent Chat Server Pools
Executing Disaster Recovery Procedures
Configuring Front End Server Pairing
Failing Over the Central Management Store
Initiating a Pool Failover
Initiating Persistent Chat Failover
Summary
Part V: Migrating from Older Versions
Chapter 16. Migrating from Lync Server 2010
Front End and User Migration to Lync Server 2013
Edge Migration to Lync Server 2013
Completing the Migration to Lync Server 2013
Dial-In Access Numbers
Call Park Application Settings
Response Groups
Address Book
Common Area Phones
Analog Devices
Voice Routing
Troubleshooting
Best Practices
Part VI: Lync Voice, Video, and Integration
Chapter 17. Lync Telephony and Voice Integration
Understanding Telephony Fundamentals
Public Switched Telephone Network (PSTN)
Private Branch Exchange
Signaling
Voice over IP (VoIP)
Media and Codecs
Lync Audio Codecs
Integration Methods
Direct SIP
Media Gateways
Remote Call Control
Dual Forking
SIP Provider Trunking
Session Border Controllers
End-User Scenarios
Enterprise Voice
Enterprise Voice with Legacy Phone
Legacy Phone for Conferencing
Legacy Phone Presence and Click-to-Call
PBX Software Plugin
Analog Devices
Inbound Routing
Outbound Routing
Fax Machines
The Routing Choice
Lync Voice Routing
Dial Plans
Service Codes
Voice Policies
PSTN Usages
Routes
Voice Policies Redux
Trunks
Summary
Best Practices
Chapter 18. Advanced Lync Voice Configuration
Building the Lync Topology
Defining Mediation Pools
Defining PSTN Gateways
Defining Additional Trunk Associations
Defining Branch Sites
Defining Survivable Branch Appliances and Servers
Deploying a Survivable Branch Appliance
Adding the Survivable Branch Appliance to Active Directory
Defining the Service Principal Name
Installing a Survivable Branch Appliance
Voice Routing
Configuring a Dial Plan
Creating Normalization Rules
Configuring Voice Policies
Creating Voice Routes
Creating PSTN Usages
Creating a Trunk Configuration
Configuring Inter-Trunk Routing
Creating Translation Rules
Publishing Voice Configuration Changes
Export and Import Voice Configuration
Creating Test Cases
Voice Features
Call Park
Configuring Call Park Music on Hold
Unassigned Numbers
Playing an Announcement
Transferring to an Exchange UM Auto Attendant
Configuring Analog Devices
Advanced Enterprise Voice Features
Defining the Network Configuration
Creating Network Regions
Creating Network Sites
Creating Network Subnets
Configuring Call Admission Control
Defining Bandwidth Policy
Associate Bandwidth Policy Profile
Network Region Links
Creating Network Region Routes
Creating Network Inter-Site Policies
Enabling Call Admission Control
Media Bypass
Enabling Media Bypass
Creating Bypass IDs
Configuring E911
Configuring Site Locations
Validating Civic Addresses
Create Location Policy
Dial-In Conferencing
Creating Dial-In Conferencing Regions
Creating Dial-In Access Numbers
Modifying a Conferencing Policy
Modifying PIN Policies
Modifying Meeting Configuration
Modifying Conference Announcements
Customizing DTMF Commands
Response Groups
Configuring Agent Groups
Understanding Routing Methods in Agent Groups
Creating an Agent Group
Configuring Queues
Creating a Queue
Configuring Workflows
Creating Workflows
Creating a Hunt Group Workflow
Creating an Interactive Workflow
Configuring Business-Hour Collections
Configuring Holiday Sets
Creating Workflows Using the Lync Server Management Shell
Best Practices
Chapter 19. Lync Native Video and Data Conferencing
Lync 2013 Peer-to-Peer Video
New Video Features
H.264 Video
How Does H.264 SVC Work?
Microsoft’s H.264 SVC Implementation
Peer-to-Peer Video Bandwidth Requirements
Peer-to-Peer Video Endpoint Requirements
Configuring Peer-to-Peer Video Options
Lync Server 2013 Video Conferencing
New Video Conferencing Features
Gallery View
How Does Gallery View Work?
Server Requirements for Video Conferencing
Video Conferencing Bandwidth Requirements
Configuring Video Conferencing Options
Lync Server 2013 Data Conferencing
New Data Conferencing Features
Desktop Sharing
How Does Desktop Sharing Work?
Collaboration Content
How Does Collaboration Content Sharing Work?
PowerPoint Sharing with Office Web Apps
Supported Office Web Apps Server Topologies
Topology Impacts
Configuring Data Conferencing Options
Summary
Chapter 20. Video Integration with Third-Party Products and Services
Signaling Gateways
Trusted Applications
Static Routes
Codec Support
Integration Limitations
Namespace Considerations
Gateways
Back-to-Back User Agent
Edge Traversal
Native Registration
Video Codec Support
Conferencing
Edge Traversal and More
Media Transcoding Gateways
Hardware Versus Software
Media Flow
Considerations When Using Media Transcoding
Multipoint Control Units
Layout Control
Interoperability
Virtual Meeting Rooms
Edge Traversal
Cloud MCUs
Software Plugins
End-User and Client Confusion
Edge Traversal
Software Updates
Summary and Comparison
Signaling Gateway Vendor Examples
Native Registration Vendor Examples
Media Transcoding Gateway Vendor Examples
Hardware MCU Vendor Examples
Codec with Built-in MCU Vendor Examples
Cloud MCU Vendor Examples
Software Plugin Vendor Examples
Part VII: Integration with Other Applications
Chapter 21. Exchange and SharePoint Integration
Server-to-Server Authentication
Exchange 2013 Autodiscover Configuration
Configuring Lync and Exchange as Partner Applications
Configuring Lync and SharePoint as Partner Applications
Configuring SharePoint and Exchange as Partner Applications
Exchange Integration Features
Unified Contact Store
Migrating Users to Unified Contact Store
Selectively Enabling Users for Unified Contact Store
Unified Contact Store Rollback Procedure
Lync Archiving Integration
Archiving Policies in Lync and Exchange
Archiving Configuration
High-Resolution Photos
Uploading Photos Using the Exchange Management Shell
Uploading Photos Using Outlook Web App
Outlook Web App Integration
Unified Messaging Voice Mail Integration
Exchange UM Components
Exchange UM Configuration for Lync
Lync Configuration for Exchange UM
Testing the UM Integration
SharePoint Integration Features
eDiscovery of Lync Archive Data
IM and Presence Integration
Skill Search
Summary
Part VIII: Office 365 and Lync Online
Chapter 22. Lync Online and Hybrid Deployments
Overview of Lync Online and Office 365
System Requirements
Operating System and Browser Requirements
Software Requirements
Office Desktop Setup
Experiencing Lync Online
Lync Online Clients
Lync Web Scheduler
Integration Features
Lync-to-Phone
Lync Federation and Public IM
Dial-in Audio Conferencing
Deploying Lync Online
Adding Domains to Lync Online/Office 365
Adding Lync Online User Accounts
Adding User Accounts Using the Online Portal
Adding User Accounts Using PowerShell
Adding User Accounts in Bulk
Preparing Client Systems for Lync Online
Configuring Federation and Public IM
Configuring Dial-in Conferencing
Configuring Lync Properties for User Accounts
Configuring Lync-to-Phone
Configuring Exchange UM Integration
Creating a SIP URI Dial Plan
Enabling Users for Exchange UM
Configuring an Auto Attendant Number
Configuring a Subscriber Access Number
AD FS Deployment for SSO
Preparing Systems for AD FS
Preparing the Network for AD FS
Installing AD FS Software
Configuring the First Federation Server in the Farm
Adding Federation Servers to the Farm
Verifying That the Federation Service Is Operational
Federation Server Proxy Configuration
Verifying That the Federation Proxy Is Operational
Establishing Trust with Office 365 for SSO
Installing the Microsoft Online Services Module
Adding or Converting a Domain for SSO
Configuring Directory Synchronization
Activating Directory Synchronization
Installing the Directory Synchronization Tool
Synchronizing the Directories
Activating Synchronized Users
Lync Hybrid Deployment
Installing the On-Premise Systems
Preparing the Network for a Lync Hybrid Deployment
Configuring Federation with Lync Online
Moving Users Between Lync On-Premise and Lync Online
Summary
Part IX: Lync Server 2013 Clients
Chapter 23. Mac Client
Installing the Client
Dealing with Certificates
Feature Comparison
Navigation and Layout
Lync
Edit
View
Status
Contact
Conversation
Window
Help
Managing Contacts
Managing Groups
IM Features
Audio/Video Calls and Conferencing
Making an Audio Call
Making a Video Call
Web Conferencing
Joining a Conference
Client Integrations with Other Applications
Integration with Outlook
Tuning Hardware for the Lync:Mac Client
Tuning the Display
Tuning the Audio
Troubleshooting
Best Practices
Chapter 24. Mobile Clients
Mobile Clients Overview
Features Available to Lync Mobile Clients
Lync Server 2013 Mobility Technical Review
Understanding the LyncDiscover Service
Understanding the Mobility Service
Push Notifications
Putting It All Together: Protocol Flow
Sign-In
Push Notifications
Deploying Lync 2013 Mobility
Certificate and DNS Requirements
DNS Requirements for Push Notifications
Certificate Requirements for LyncDiscover
Federation Requirements for Push Notifications
Reverse Proxy and Hardware Load Balancer Considerations for Mobility
Reverse Proxy Certificate Requirements
Hardware Load Balancer Requirements
Network and Security Considerations for Mobility
Firewall Rules Required for Lync Mobile
Steps to Enable Mobility
DNS Configuration for the LyncDiscover Service
Configurations for Proper Certificate Configuration
Configurations for Push Notifications
Enable Mobility for Users
Controlling Functionality with Mobility Policies
User Policies for Lync Mobile
Server Policies for Lync Mobile
Summary
Chapter 25. Windows Client
Installing the Client
Signing In
Navigating in the Client
Configuring Basic Options
Managing Contacts
Managing Groups
Status View
Relationship View
Recent Conversations
Telephony
Useful Lync Client Shortcuts
Peer-to-Peer Conversations
Instant Messaging
Using Tabbed Conversations
Archiving IM Conversations
Audio and Video Calls
Making Audio Calls
Network Connectivity Icon
Making Video Calls
Sharing Content
Sending and Receiving Files
Conferencing
Using the Meet Now Function
Controlling a Meeting
Managing Meeting Content
Changing the Layout
Customizing Meeting Options
Meeting Information
Recording
Scheduling a Meeting
Joining Meetings
Persistent Chat
Following Rooms
Using Rooms
Using Topic Feeds
Ego Feed
Searching Group Chat Rooms
Managing Rooms
Integration with Other Applications
Outlook
One Note
Office Applications
Summary
Chapter 26. Browser Client
Lync 2013 Browser Capabilities
Joining Meetings from the Browser Client
Content Collaboration
Voice and Video
Meeting Management
Lync Server 2013 Web App Technical Review
Architecture Overview
Lync Web App Websites
Authentication Methods Supported
Lync Web App Proxy Support
Lync Web App Port Requirements
Lync Web App Join Process
Components and Protocols for Lync Web App Collaboration
Summary of the Browser Client Architecture and Components
Requirements to Deploy Lync 2013 Browser Functionality
Installing Lync Web App Server
Configuring Lync Web App
Enabling Lync Web App Access for Anonymous Users
Lync Web App Conferencing Policies
Publishing Lync Web App Service to External Clients
Operating System Requirements for Lync 2013 Web App Client
Browser Requirements for Lync 2013 Web App Client
Summary
Chapter 27. Lync and VDI
VDI Basics
VDI Vendors
Challenges to VDI Adoption
Introducing the Lync VDI Plugin
Lync VDI Plugin Device Support
Lync VDI Plugin Limitations
Lync VDI Plugin Deployment
System Requirements
Remote Desktop Connection Settings
Lync Client Policy Configuration for VDI
Lync VDI Plugin Installation
User Experience with the Lync VDI Plugin
Protocol Partner Solutions for the Lync VDI Plugin
Citrix Receiver with Integrated Lync VDI Plugin
VMware View with Lync VDI Plugin
Thin Client Hardware Optimized for Lync 2013
Summary
Part X: Planning for Deployment
Chapter 28. Planning for Lync Online and Hybrid Deployments
Comparing Topologies
Lync Online Versus Lync On-Premise
Lync Hybrid Deployment Considerations
Comparing Voice Options Between Topologies
Lync Online and Office 365 Subscription Plans
Lync Online Subscription Plans
Office 365 Subscription Plans
Deciding on a Subscription Plan
Planning for Lync Online
Lync Online Identity Scenarios
Cloud Identity
Cloud Identity + Directory Synchronization
Federated Identity
Planning Lync Online Administration
Planning the SIP Namespace
Planning the Network for Lync Online
Planning Internet Connection Bandwidth for Lync Online
Firewall Port Requirements for Lync Online
DNS Requirements for Lync Online
Planning for Federation and Public IM
Planning for Dial-in Audio Conferencing
Planning for Hosted Voice Using Lync-to-Phone
Planning for Exchange UM Integration
Planning for Single Sign-On with AD FS
Preparing Active Directory for SSO
Planning Active Directory Federated Services for SSO
Planning the AD FS Topology
Choosing the AD FS Database Platform
Planning for External Access to AD FS
Planning AD FS Hardware
Planning AD FS Certificates
Planning the Network for AD FS
Planning Browser Support for AD FS
Planning for Directory Synchronization
Activating the AD Synchronization Feature
Preparing Active Directory for Synchronization
Preparing a System for the Directory Synchronization Tool
Planning for a Hybrid Deployment
Using On-Premise Systems with a Hybrid Deployment
Network Considerations for a Hybrid Deployment
Additional Firewall Port Requirements for a Hybrid Deployment
Additional DNS Requirements for a Hybrid Deployment
Edge Federation with a Hybrid Deployment
User Management with a Hybrid Deployment
Summary
Chapter 29. Virtualization Support
Virtualization Overview
What Is Virtualization?
Hypervisor Types
Benefits of Virtualization
Virtualization Vendors
Advanced Virtualization Features
Lync Server Virtualization Support Guidelines
Virtualizing Servers That Work Alongside Lync Server 2013
Office Web Apps Server 2013
Exchange Unified Messaging
Reverse Proxy
Hardware and Software Load Balancers
Understanding the Limits of Virtualization
Real-Time Media and Virtualization
Lync Server 2013 Virtual Machine Recommendations
Processor Recommendations
Memory Recommendations
Storage Recommendations
Virtual Disk Types—Fixed, Dynamic, and Pass-through
Network Recommendations
Synthetic Device Drivers
Virtual Machine Queue
SR-IOV
Send/Receive Buffers
MPIO (Multipath I/O)
Guest Virtual Machine Operating System Requirements
Host Server Hardware Recommendations
Processor Recommendations
About Hyper-threading
Memory Recommendations
Dynamic Memory/Memory Overcommit
Storage Requirements
Network Requirements
Hypervisor Requirements
Lync Server 2013 Sample Virtual Topologies
Single-Host Server Deployment
Small Business Deployment
Small Highly Available Deployment
Enterprise Deployment
Sample Topology Considerations
Guest Placement
Disk Layout and Storage Performance
Collocating DMZ Roles with Internal Roles
Testing and Measuring Performance
Client and Desktop Virtualization
Summary
Best Practices
Chapter 30. Planning for Basic Lync Services
Determining the Scope of the Deployment
Identifying the Business Goals and Objectives to Implement Lync Server 2013
High-Level Business Goals
Business Unit or Departmental Goals
Determining Your Infrastructure Needs
Planning for Hardware and Software
Planning for Network Infrastructure Requirements
Planning for Active Directory Dependencies
Planning for Certificates
Planning for Capacity
General Sizing
Capacity Planning for Collaboration and Application Sharing
Planning for the Address Book
Planning for IM
Considerations for Internal Users
Consideration for Remote Users
Planning for Conferencing
Defining Your Requirements
Planning Your Conferencing Topology
Planning for Clients and Devices
Planning for Archiving
Defining Your Archiving Requirements
Planning Your Archiving Topology
Planning for Management
Documenting the Plan
Best Practices
Summary
Chapter 31. Planning to Deploy External Services
Determining Feature Requirements
Providing Remote Access
Using Two-Factor Authentication
Allowing Anonymous Access
Configuring Federation Types
Dynamic Federation
Enhanced Federation
Direct Federation
Enabling Public IM Connectivity (PIC)
Configuring XMPP Proxy
Planning Edge Server Architecture
Edge Server Placement
Perimeter Network Models
Back-to-Back Firewalls
Three-Legged Firewall
Straddling the Internal Firewall
No Perimeter Network
Publicly Routable IP Addresses
Network Address Translation
Hardware Load Balancing
Internal Network NAT
The 50,000–59,999 Port Range
Planning for High-Availability
Hardware Load Balancing Requirements
Hardware Load-Balancer Configuration
DNS Load Balancing Requirements
Reverse Proxy Planning
Reverse Proxy Methodologies
SSL Pass-Through
SSL Offloading
SSL Bridging
Placement and Configuration
Microsoft Reverse Proxy Products
Reverse Proxy Load Balancing
Cookie Persistence
Pre-Authentication
Exchange Services Publishing
Planning for Certificates
Public Versus Private Certificate Authorities
External Edge Server Interface
Internal Edge Server Interface
Reverse Proxy Interface
Wildcard Certificates
Network Planning Considerations
VPN Connectivity to Lync
Blocking Media over VPN
Blocking Media over DirectAccess
Avoiding WAN Acceleration
Firewall Hairpin for Lync Mobile
Preparing for Edge Servers
Capacity Planning
Domain Membership Considerations
Network Adapter Configuration
Default Gateways and Routing
Summary
Chapter 32. Planning for Voice Deployment
Dial Plan
Assigning Telephone URIs
Direct Inward Dialing
Internal Extensions
Site Prefixes
Ordering Normalization Rules
Voice Routing
Voice Policies
Class of Service
Least Cost Routing
Tail-End Hop Off
Simultaneous Ring
PSTN Reroute
PSTN Usages
Routes
Route Resiliency
Sample Routes
Trunks
Trunk Translation Rules
Encryption
Media Bypass
Sizing
Voice Resiliency
Redundant WAN
Survivable Branch Servers and Appliances
SBA Versus SBS
Failure Scenarios
Front End Pool
Considerations
PSTN Reroute
Voice Mail Reroute
WAN-Dependent Productivity
Call Admission Control and Media Bypass
Network Configuration
Call Admission Control
Bandwidth Estimates
CAC Internet Rerouting
Media Bypass
Bypass IDs
Emergency Services
Basic Emergency Calls
Enhanced 911
Network Site Routing
Lync Enhanced 911
Location Information Database
SIP Trunk Service Provider
Emergency Location Identification Number
Response Groups
Additional Considerations
Devices
Handsets and Headsets
Analog Endpoints
PIN Policies
Exchange Unified Messaging Integration
Dial Plans
SIP Server
Best Practices
Summary
Part XI: Endpoints
Chapter 33. UC Endpoints
Standalone IP Phones
USB Headsets, Speakerphones, and Handsets
USB Headsets
Speakerphones
USB Handsets
Webcams
Conferencing Devices
Best Practices
Index
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Chapter 16. Migrating from Lync Server 2010
Part V: Migrating from Older Versions
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CHAPTER 16
Migrating from Lync Server 2010
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