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Chapter 8. Microsoft Lync Server 2010 Archiving
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Chapter 8. Microsoft Lync Server 2010 Archiving
by Tom Pacyk, Andrew Abbate, Alex Lewis
Microsoft® Lync Server 2010 Unleashed
Title Page
Copyright Page
Dedication
Contents at a Glance
Table of Contents
About the Authors
Acknowledgments
We Want to Hear from You!
Reader Services
Introduction
Chronology of Lync Server
How This Book Is Organized
Part I. Overview
Chapter 1. What Is Microsoft Lync Server?
Lync Server at a High Level
Instant Messaging
Client-to-Client Chat
Enterprise Voice
PBX Replacement
Presence
Toll Bypass
Lync Server Related Acronyms
Versions and Licensing
Standard Edition
Enterprise Edition
Client and Server Licensing
Integration with Other Microsoft Applications
Integration with Exchange
Integration with SharePoint
Integration with Office
The Competition
Summary
Chapter 2. What Is New in Microsoft Lync Server?
Introducing New Management Tools
Lync Server Role-Based Access Control Features
Web-Based Management Tools
Lync Server Management Shell
Central Management Store
Easier Maintenance Through Server Draining
Monitoring Server Features
Archiving Server Features
Topology Changes
Communications Server Sites
A/V Conferencing Server Role
Other Topology Changes
New Enterprise Voice Features
Branch Office and Data Center Resiliency
Call Admission Control
E911 Support
Mediation Server Bypass
Mediation Server and Gateway Topologies
Call Translation Rules
New Call Management Features
Call Parking and Other PBX Features
Response Group Features
Announcement Application
Integrated Mediation Server
New Presence Features
Privacy Controls
Display Photos of Contacts
Display Message Waiting Indicator
New Conferencing Features
Web Conferencing and A/V Conferencing Features
Dial-In Conferencing Features
Application-Sharing Features
DNS Load Balancing
Survivable Branch Appliances
Operating System Support
New Lync Client Features
Client Appearance
The “Me” Area
Enhanced Contacts
Privacy Relationships
Integration with Office and Windows 7
Whiteboarding and Application Sharing
Improved Meeting Join Experience
Conferencing Attendant and Scheduling
PSTN Dial-In Conferencing Improvements
Video Improvements
Manager/Admin Improvements
Improved Phone Experience
Summary
Chapter 3. Feature Overview of Microsoft Lync Server
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
Team Call
Delegation
Response Groups
Call Park
Private Lines
SIP Trunking
E911
Remote Access
Federation
Public IM Connectivity
Archiving
Monitoring
Summary
Chapter 4. Benefits of Microsoft Lync Server 2010
Overview of Unified Communications
Software-Powered Communication
Brief History of UC
Using LANs and Packet-Switched Networks
VoIP Becomes Mainstream
Benefits for Lync Server Users
Contacts
Managing Communications
Panoramic Mode
Activity Feed
Privacy and Presence Enhancements
Audio and Video to MSN PIC Contacts
Enterprise Voice Benefits
Mediation Server Role Collocation
Media Bypass
Optional Dedicated A/V Conferencing Role
Site Survivability
Call Admission Control and DiffServ
E911
Malicious Call Trace
Caller ID Controls
Anonymous Agents
On-Net and Off-Net Voice Routing
Media Gateway Certification
Client-Side Benefits
Pre-Call and In-Call Quality Feedback
Private Lines
Call Parking
Common Area Phones
Hot Desking
Collaboration Benefits
Improved Web Conferencing Experience
Lobby Experience
Multiple Language Support
Simplified Join Experience
Visual Conference Calls
Mute All, DTMF, and Roll Call
Meeting Content Control
Join from PBX
Management and Administration Benefits
Central Management Store
Administration Tools
Roles-Based Access Controls
Virtualization Support
Monitoring Benefits
Summary
Part II. Microsoft Lync Server 2010 Server Roles
Chapter 5. Microsoft Lync Server 2010 Front End
Overview
Active Directory Preparation
Prepare the Active Directory Forest
Active Directory Administration Groups
Installation
Lync Server Topology Builder
Standard Edition Installation
Enterprise Edition Installation
Configuration
Configure Voice Policy
Configure Conferencing Policy
Configure Clients Tab
Configure External Access Policy
Administration
Troubleshooting
Best Practices
Chapter 6. Microsoft Lync Server 2010 Edge
Edge Overview
Access Edge
Web Conferencing Edge
A/V Edge
Collocation
Reverse Proxy
Edge Installation
Hardware Requirement
Operating System Requirements
Software Requirements
Create Edge Pool
Install Server
Edge Configuration
Edge Server Management Console
Enabling Edge Server Features
Managing A/V Edge Configuration
Introducing High Availability
Adding Edge Servers to a Pool
Reverse Proxy
Reverse Proxy Installation
Reverse Proxy Configuration
Getting Started Wizard
Install Certificates
Create Web Listener
Publishing a Single Server Pool or Load Balancer
Publishing a Pool with Multiple Servers
Redirect SSL Bridging
Listen for Additional Public Names
Test and Apply Rules
Edge Server Administration
Editing the Global External Access Policy
Creating a New External Access Policy
Assigning External Access Policies
Managing Federation
Managing Public IM Providers
Managing External Web Conferencing Features
Managing A/V Edge Features
Assigning Conferencing Policies
Edge Troubleshooting
Firewall Ports
Routing
Certificates
Web Conferencing Edge Certificate Names
A/V Authentication Certificate Names
DNS Records
Logs
Lync Server Management Shell
Telnet
Services
Edge Server Best Practices
Summary
Chapter 7. Microsoft Lync Server 2010 Monitoring
Overview
Installation
Installing Microsoft SQL Server 2008 Reporting Services
Topology Builder for Microsoft Lync Server Monitoring Role
Installing the Monitoring Server Role
Configuration
Quality of Experience Data Menu
Deploy Monitoring Server Reports
Administration
Introduction to the Dashboard
Troubleshooting
Best Practices
Overview
Installation
Installing Microsoft SQL Server 2008
Topology Builder for Lync Server 2010 Archiving Role
Installing the Archiving Server Role
Configuration
Archiving Configuration Tab
Create Site and User Policies
Using PowerShell for Configuration Tasks
Using Cmdlets for Configuration Tasks
Administration
Troubleshooting
Best Practices
Summary
Chapter 9. Director
Director Overview
Dedicated Role
Benefits of a Director
Internal Endpoint Sign-In Process
External Access
Denial of Service
Placement
Standard Edition Versus Enterprise Edition
Back End Database
Web Services
Director Installation
Prerequisites
Create Director Pool
Install Server
Director Configuration
Certificate Requirements
SRV Records
Web Services FQDN Overrides
Web Services Ports
Reverse Proxy
High Availability
Adding Directors to a Pool
Director Administration
Topology Status
Client Version Filter
Authentication Methods
Director Best Practices
Summary
Part III. External Dependencies
Chapter 10. Dependent Services
Active Directory
Schema Extensions
Forest Prep
Domain Prep
2010 Security Groups
Domain Name System
Install and Configure DNS on Windows Server 2008 R2
DNS Records Lync Server Uses
Public Key Infrastructure
Understanding PKI Roles
Understanding Certificates
Installing Certificate Services
Certificate Types for Lync Server
Understanding the Lync Server Certificate
Network Dependencies
Supporting Lync Server with DHCP
Segregation of Traffic
Switch Configurationss
Defining Network Sites
Chapter 11. SQL
Installing SQL 2008 R2
SQL 2008 R2 Backup and Restore
Backing Up SQL through Windows Server 2008
Backing Up SQL through SQL Server Management Studio
Managing and Maintaining SQL 2008 R2
Checking and Repairing Database Integrity
Monitoring and Reducing Fragmentation
Shrinking Data Files
Creating SQL Server Maintenance Plans
Monitoring SQL 2008 R2
Windows Management Instrumentation
Event Logs
Dynamic Management Views
Reliability and Performance Monitor
Activity Monitor
Data Collectors
Summary
Chapter 12. Firewall and Security Requirements
Using Network Layer Firewalls with Lync Server
Network-Based Firewalls
Considerations with Network Address Translation and Lync Server
Ports to Open
Using Operating System Firewalls with Lync Server
Configuring the Windows Server 2008 Firewall for Lync Server
Using Reverse Proxies with Lync Server
Configuring ISA 2006 SP1 to Support Lync Server
Configuring TMG to Support Lync Server
Securing Service Accounts
Configuring Service Accounts with Least Privilege
Utilizing Managed Service Accounts for Lync Server
Summary
Part IV. Administration and Management
Chapter 13. Monitoring Microsoft Lync Server 2010
Overview
OpsMgr Lync Server 2010 Monitoring
What Is New in OpsMgr R2?
How OpsMgr Works
OpsMgr Functionality
Processing Operational Data
Generating Alerts and Responses
OpsMgr Architecture
Understanding How OpsMgr Stores Captured Data
Determining the Role of Agents in System Monitoring
Defining Management Groups
How to Use OpsMgr
Managing and Monitoring with OpsMgr
Reporting from OpsMgr
Using Performance Monitoring
Using Active Directory Integration
Integrating OpsMgr Non-Windows Devices
Exploring Third-Party Management Packs
OpsMgr Component Requirements
Exploring Hardware Requirements
Determining Software Requirements
OpsMgr Backup Considerations
Advanced OpsMgr Concepts
Understanding OpsMgr Deployment Scenarios
Multiple Configuration Groups
Deploying Geographic-Based Configuration Groups
Deploying Political or Security-Based Configuration Groups
Sizing the OpsMgr Database
Defining Capacity Limits
Defining System Redundancy
Monitoring Nondomain Member Considerations
Securing OpsMgr
Securing OpsMgr Agents
Understanding Firewall Requirements
Outlining Service Account Security
Installing Operations Manager 2007 R2
Single Server OpsMgr 2007 R2 Install
Prerequisite Checker
Importing Management Packs
Deploying OpsMgr Agents
SCOM Dip Stick Health Checks
Installing Edge Component Monitoring Certificates
Create Certificate Template
Request the Root CA Server Certificate
Request a Certificate from the Root CA Server
Install the Agent on the Lync Edge Server
Configure the Agent to Use the Certificate
Installing the Lync Server 2010 Management Pack
Before Installing the Management Pack
Import the Management Pack
Verify Central Discovery Script
Enable Edge Server Role Discovery
Configuring and Verifying Synthetic Transactions
Best Practices
Summary
Chapter 14. Backup and Restore of Microsoft Lync Server 2010
Backup and Restore Strategy
Backup Processes
Backing Up Lync Server Databases
Backing Up the Central Management Store
Backing Up Lync Server Servers
Restore Processes
Restoring Lync Server Databases
Create TSQL Script to Restore the RTC Database
Restoring the Central Management Store
Restoring Lync Server Servers
Troubleshooting
Best Practices
Chapter 15. Administration of Microsoft Lync Server 2010
Administration Overview
Lync Server Control Panel
Lync Server Management Shell
Benefits of the Management Shell
Management Shell Basics
Tips and Tricks
Role-Based Access Control
Lync Versus Exchange RBAC
Default Roles
Creating New Roles
Topology Model
Central Management Store
Topology Builder
Scopes
Management Tasks
Server Draining
Database Import/Export
Configuring Quality of Service
Server Configuration
Client Configuration
Troubleshooting
Certificates
DNS Records
Logs
Lync Server Management Shell
Synthetic Transactions
Telnet
Time
Services
Lync Server Logging Tool
Best Practices
Summary
Part V. Migrating from Older Versions
Chapter 16. Migrating from LCS and OCS
Overview
Office Communications Server 2007 R2
Install Office Communications Server 2007 R2
Edge Server Migration to Lync Server 2010
Configure Internal Pools
Repoint DNS Records
Front End and User Migration to Lync Server 2010
Migration Process
Automatic Client Upgrade
Decommission Process
Troubleshooting
Best Practices
Summary
Part VI. Voice
Chapter 17. PBX Integration
Telephony Overview
Public Switched Telephone Network
Private Branch Exchange
Signaling
Voice over IP
Media
Integration Methods
Direct SIP
Media Gateways
Remote Call Control
Dual Forking
SIP Provider Trunking
End-User Scenarios
Enterprise Voice
Enterprise Voice with Legacy Phone
Legacy Phone for Conferencing
Legacy Phone Presence and Click-to-Call
PBX Software Plugin
Key Improvements
Media Bypass
Routing
Caller ID Controls
Survivable Branch Appliances
Analog Devices
Best Practices
Summary
Chapter 18. Enterprise Voice
Mediation Server Overview
Enterprise Voice
Media Bypass
Call Admission Control
Enhanced 911
Remote Survivability
Response Groups
Mediation Server Installation
Prerequisites
Install Server
Voice Routing
Dial Plan
Normalization Rules
Voice Policies
Routes
PSTN Usages
Trunk Configuration
Translation Rules
Export and Import Voice Configuration
Test Cases
Publishing Changes
Managing Enterprise Voice Users
Voice Features
Call Park
Unassigned Numbers
Network Configuration
Network Regions
Network Sites
Network Subnets
Call Admission Control
Bandwidth Policy Profiles
Associate Bandwidth Policy Profile
Network Region Links
Network Region Routes
Network Intersite Policies
Enable Call Admission Control
Media Bypass
Enable Media Bypass
Site Configuration
Call Admission Control and Media Bypass
Enhanced 911
Configuring Site Locations
Validate Addresses
Create Location Policy
Remote Site Survivability
Defining Branch Sites
Defining Survivable Branch Appliances and Servers
Add the Survivable Branch Appliance to Active Directory
Deploying a Survivable Branch Appliance
Deploying a Survivable Branch Server
Move Branch Users to a New Pool
Response Groups
Agent Groups
Queues
Workflows
Best Practices
Summary
Chapter 19. Audio Conferencing
Dial-In Conferencing Overview
Dial-In Conferencing Configuration
Prerequisites
Dial Plan
Normalization Rules
Regions
Dial-In Access Numbers
Conferencing Policy
PIN Policies
Meeting Configuration
Conference Announcements
DTMF Commands
Test Dial-In Conferencing
Configure Users for Dial-In Conferencing
Enable Users
Send Welcome PIN
Managing PINs
Best Practices
Summary
Part VII. Integration with Other Applications
Chapter 20. Exchange 2010 and SharePoint 2010 Integration
Overview
Exchange 2010 Unified Messaging
Telephony Integration
Single Inbox
Outlook Voice Access Features
Outlook Play on Phone
Outlook Voicemail Preview
Call Answering Rules
Auto Attendant
Exchange 2010 Unified Messaging Architecture
Unified Messaging Components
Mailbox Policy Objects
Auto Attendant Objects
Unified Messaging Server Objects
Unified Messaging Users
UM Web Services
Audio Codecs and Voice Message Sizes
Operating System Requirements
Supported IP/VoIP Hardware
Unified Messaging Protocols
Unified Messaging Port Assignments
Unified Messaging Installation
Installation Prerequisites
Telephony Prerequisites
Installing the Unified Messaging Role
Postinstall Configuration
Creating a UM Dial Plan
Associating Subscriber Access Numbers
Creating a UM IP Gateway
Associating the UM Server with the Dial Plan
Create a Unified Messaging Auto Attendant
Creating the Hunt Groups
Enabling Mailboxes for UM
Testing Functionality
Data Storage in Unified Messaging
Exchange 2010 Outlook Web Application
SharePoint 2010 Integration
Simplifying Tasks through SharePoint 2010
Integrated Presence with SharePoint 2010
Skills Search with SharePoint 2010
Best Practices
Chapter 21. UCMA
Overview
Server APIs
Client APIs
API Objects and Methods
PowerShell
Installing UCMA 3.0
Walkthrough of the UCMA 3.0 Components
Toolbox Components
Error Condition Components
Summary
Part VIII. Clients
Chapter 22. Microsoft Communicator Client for Macintosh
Installing the Client
Dealing with Certificates
Features and Improvements
Getting Around in the Client
Configuring Basic Options
Managing Contacts
Managing Groups
IM Features
Archiving IM Conversations
Audio/Video Calls and Conferencing
Making an Audio Call
Making a Video Call
Web Conferencing
Joining a Conference
Sharing Information in a Meeting
Client Integrations with Other Applications
Integration with Outlook
Integration with Office
Tuning Hardware for Communicator Client
Tuning the Display
Tuning the Audio
Troubleshooting
Best Practices
Chapter 23. Windows, Browser, and Silverlight Clients
Installing the Client
Navigating in the Client
Configuring Basic Options
Managing Contacts
Managing Groups
Status View
Relationship View
IM Features
Archiving IM Conversations
Audio Calls, Video Calls, and Conferencing
Making Audio Calls
Making Video Calls
Web Conferencing
Starting a Conference
Adding a Web Conference to a Meeting
Sharing Information in a Meeting
Client Integrations with Other Applications
Integration with Outlook
Integration with Office
Useful Lync Client Shortcuts
Lync Silverlight Client
Access Options
Silverlight Functions
Effective Ways to Use Silverlight
Troubleshooting
Best Practices
Summary
Chapter 24. UC Endpoints
Overview
Standalone IP Phones
USB Headsets, Speakerphones, and Handsets
Headsets
Speakerphones
USB Handsets
Webcams
Conferencing Devices
Best Practices
Part IX. Planning for Deployment
Chapter 25. Virtualization
Virtualization Overview
What Is Virtualization?
Hypervisor Types
Benefits of Virtualization
Virtualization Vendors
Advanced Features
Lync Support Guidelines
Lync Server Virtual Topologies
Standard Edition Example
Enterprise Edition Example
Sample Topology Considerations
Additional Topologies
Host Server Configuration
Processor Requirements
Memory Requirements
Disk Requirements
Networking Requirements
Operating System Requirements
Software Recommendations
Virtual Machine Server Configuration
Processor Requirements
Memory Requirements
Disk Requirements
Networking Requirements
Operating System Requirements
Software Recommendations
Infrastructure and Application Virtualization
Infrastructure Virtualization
Application Virtualization
Best Practices
Summary
Chapter 26. Planning for Internal Non-Voice Deployment
Determining the Scope of the Deployment
Identifying the Business Goals and Objectives to Implement Lync Server 2010
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 Virtualization
Planning for Management
Documenting the Plan
Best Practices
Summary
Chapter 27. Planning for Deploying External Services
Edge Server Considerations
Remote Access
Anonymous Access
Federation
Public IM Connectivity
Capacity Planning
Edge Placement
Firewall Configuration
Back-to-Back Firewalls
Three-Legged Firewall
No Perimeter Network
Straddling the Internal Firewall
Publicly Routable Perimeter Network
Firewall Rules
High Availability
Hardware Load Balancer
Hardware Load Balancer Configuration
DNS Load Balancing
Edge Server Preparation
Domain Membership
Network Adapter Configuration
Default Gateways and Routing
DNS and Network Adapter Binding Order
Strong Host Model
Certificates
Using Single Subject Alternative Name Certificates
Wildcard Certificates
Reverse Proxy
SSL Pass Through, Offloading, Termination, and Bridging
Placement and Configuration
Reverse Proxy Load Balancing
Pre-Authentication
Sample Scenarios
Single Edge Server
Scaled Single Site
Scaled Multiple Sites
Summary
Chapter 28. Planning for Voice Deployment
Dial Plan
Assigning Telephone URIs
Direct Inward Dialing
Internal Extensions Only
Site Prefixes
Voice Routing
Voice Policies
PSTN Usages
Routes
Trunks
Tying It All Together
Voice Resilience
Datacenter Survivability
Branch Site Survivability
Network Configuration
Call Admission Control
Bandwidth Estimates
Media Bypass
Bypass IDs
Enabling Media Bypass
Enhanced 911
Location Policies
Location Information Database
SIP Trunk
Devices
Analog
Handsets and Headsets
Response Groups
Planning Tool
Best Practices
Summary
Index
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