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Microsoft® Lync® Server 2013 Unleashed Second Edition

Book Description

The most comprehensive, realistic, and useful guide to Microsoft Lync Server 2013, today’s leading Unified Communications system.


Four expert Lync consultants and implementers bring together in-the-trenches guidance for all facets of planning, integration, deployment, and administration. The authors introduce Microsoft Lync Server 2013, outline what it can do, and review the key improvements Microsoft has made in this version.

They cover every form of communication Lync Server can manage, including IP voice, instant messaging, audio/video conferencing, web conferencing, and more. You’ll find expert guidance on planning infrastructure, managing day-to-day operations, server roles, multi-platform clients, security, troubleshooting, and much more.

Microsoft Lync Server 2013 Unleashed contains a new section on Office 365 and Lync Online, a chapter covering coexistence between on-premise and Office 365 Lync deployments, and another introducing Lync online configuration and administration.

Throughout, the authors combine theory, step-by-step configuration instructions, and best practices from real enterprise environments. They identify common mistakes and present proven solutions and workarounds. Simply put, they tell you what works--and show how it’s done.

Detailed information on how to…
• Plan for any type of deployment, from simple to highly complex--including virtualized environments
• Walk step-by-step through installation, and understand important new changes in the installation process
• Overcome obstacles to successful migration from older versions of Lync or Microsoft Office Communications Server
• Manage server roles, including Front End, Edge, Monitoring, Archiving, and Director roles
• Efficiently administer Lync Server 2013 through the Lync Server Management Shell
• Leverage Lync Server 2013’s significantly improved capabilities as a PBX replacement and videoconferencing solution
• Integrate Lync with third-party video platforms, voice/video gateways, and cloud services
• Evaluate the option of providing Lync services through Microsoft Office 365 hosting
• Make the most of Lync Server 2013’s dramatically upgraded web, mobile, and desktop clients

Table of Contents

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