mastering microsoft lync server 2010 [electronic resource]

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John Wiley & Sons, Inc.
Mastering
Microsoft
®
Lync
™
Server 2010
Nathan Winters
Keith Hanna
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Dear Reader,

Thank you for choosing Mastering Microsoft
®
Lync™ Server 2010. This book is part of a family of
premium-quality Sybex books, all of which are written by outstanding authors who combine
practical experience with a gift for teaching.
Sybex was founded in 1976. More than 30 years later, we’re still committed to producing
consistently exceptional books. With each of our titles, we’re working hard to set a new standard
for the industry. From the paper we print on, to the authors we work with, our goal is to bring
you the best books available.
I hope you see all that refl ected in these pages. I’d be very interested to hear your comments and
get your feedback on how we’re doing. Feel free to let me know what you think about this or
any other Sybex book by sending me an email at If you think you’ve found
a technical error in this book, please visit . Customer feedback is
critical to our efforts at Sybex.
Best regards,

Neil Edde
Vice President and Publisher
Sybex, an Imprint of Wiley
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This book is dedicated to my wife, Elizabeth. Your
love, patience, and encouragement constantly amaze
me and help me to take on challenges such as this!
—Nathan Winters
I’d like to dedicate this book to my wonderful
family—my wife, Sharon, for giving me the
encouragement (and space!) to keep going (not just
on this book, but always!), to my daughter, Rosie, for
always being right, and to my son, Jamie, who after
22 months has fi nally mastered the art of walking!

We make a great team.
—Keith Hanna
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Acknowledgments
As you can imagine (and I know for certain!), writing a book is no simple task. It is something,
however, which I had been looking to do for a few years, and with the release of Lync 2010 the
opportunity presented itself. How the opportunity came about is something I would like to
describe, as it will let me pay tribute to one of the people who has inspired me most throughout
my career and without whom, I’m far less likely to have written this book.
Mark Minasi has been the author of the Sybex Mastering Windows series since 1994. I fi rst read
his Mastering Windows 2000 when studying for my MCSE and as a result joined his online forum.
I ended up moderating the Exchange section and over time became a Microsoft Exchange MVP.
For the last fi ve years, we have had a forum get-together in Virginia, USA. At the inaugural event
in 2005, I gave my fi rst technical presentation, which I later turned into an article for Windows IT
Pro, kick-starting my writing career. At the last event, in 2010, I met Agatha Kim, the acquisitions
editor for Sybex. We got to talking and the idea for this book was born.
Of course, to write such a book while maintaining a day job and some semblance of a personal
life would have been impossible without help. To that end I asked Keith Hanna, a friend and
colleague working for Microsoft in the United Kingdom, to coauthor with me. Keith has been a
massive support. He not only has written half of the book, but has also shared his considerable
technical knowledge of Lync with me, given guidance, and sounded the occasional rallying call
when needed. Without him, this book would not exist.
Throughout the process, we have been supported, guided, and cajoled by a superb team at
Sybex. Agatha helped shape the book, paring us down from some 30-plus chapters to the much
more manageable and focused 19 that you see here. Jim Compton, our developmental editor,
was constantly available to help ensure a standard tone for the book, to correct our sometimes
ingenious uses of grammar, and to get the formatting right for Sybex. Of course, no technical
book can be released without thorough cross-checking, and for that we are very grateful to Ilse
Van Criekinge, our technical editor, who spent many hours going through the material replicat-
ing our examples to ensure technical accuracy. Finally, Eric Charbonneau and the copy editing

team at Sybex did a wonderful job tightening up the content and laying it out as you see it today.
Outside of the Sybex team, there have also been many supporting participants. Adam Gent,
Principal Microsoft Consultant for Enghouse Interactive, was kind enough to write a couple of
chapters around his specialist expertise. I would also like to acknowledge support from Joanne
Warden from Microsoft Consulting Services, Russ Kirk from Grey Convergence, and Matt Hurst
from NET Quintum, who all contributed their signifi cant expertise to one or more sections.
Joanne, in particular, was also a great help, reading and giving directional advice about several
chapters.
My thanks go to all involved in helping to create this book.
—Nathan Winters
In addition to the Sybex team (who I think chased me more than Nathan!), special thanks
from me to Nathan for allowing me to help in this creation. Little did I know when he offered to
buy me a coffee he had so much bigger plans! I am honored to have been asked to help with this,
although since that day I do view any emails from him with deeper suspicion than they perhaps
deserve.
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It has been an extremely interesting (and mostly enjoyable!) journey over the past year since
we started talking about this venture. Keeping with the journey aspect, my portions of this book
were written/reviewed/rewritten in various countries across the world—nine at last count—
and I know I would have struggled with it were it not for all those hours spent in airports and
hotels with nothing else to do!
Special mention and thanks go to my technical mentors at Microsoft. There have been
many who have helped, but only two who have “offi cially” held the Mentor title! They are
Mark Fugatt, who despite my insistence on being an Exchange engineer started me down the
path of Live Communications Server in my early days (I’ll never forget his advice: “Never
write a book.” Sorry, Mark!); and Thomas Binder, who has guided me since the release of
Offi ce Communications Server 2007 R2 (what he doesn’t know about Edge servers isn’t worth
knowing).
There are many other people I’d like to thank within Microsoft, and I think listing their
names would double the length of the book! Specifi cally, the community around LCS/OCS and

Lync, the Microsoft Certifi ed Master community and the original COE team—guys (and gals),
you have helped me many times (and continue to do so); hopefully, I can continue to be a mem-
ber of these valuable communities.
My advice to others: If you work for Microsoft, join these communities; they’re invaluable. If
you don’t, join your local UC user group. These guys reach out via the user groups, or Tech Ed.
Catch up with these people; they don’t bite!
—Keith Hanna
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About the Authors
Nathan Winters has worked in IT since graduating from the Royal College
of Music (RCM) in 2003, where he studied the clarinet! His fi rst job was at
the RCM, migrating from Exchange 5.5 and Windows NT4 to Exchange and
Windows Server 2003. Nathan has since worked in a variety of roles for
Microsoft partners, including consultancy and practice management. He now
works for Microsoft UK as a Unifi ed Communications Technical Specialist.
Before joining Microsoft, Nathan was active in the UK technical community,
running the Exchange user group (MMMUG) and writing numerous articles
for Windows IT Pro magazine and the MSExchange.org website, among others. He was awarded
a Microsoft MVP between 2006 and 2011. On the rare occasions when he is not working, he
enjoys wildlife photography and badminton.
Keith Hanna started university life at Sheffi eld University studying software
engineering, but fi nished by graduating from Queen’s University, Belfast, in
computer science. His fi rst “real” job was with Lucas Aerospace as a software
developer working on aircraft engine control systems—it wasn’t rocket sci-
ence, but it was close! Moving to England from Ireland, Keith helped to design
and deploy a communications system for the emergency services, but found
his calling in Windows-based application design and support, eventually
making his way to Microsoft, where he has been for over fi ve years, working
in a number of roles from engineer to consultant, and as this book goes to print, he is about to
embark on a new role in service delivery. He has contributed several articles to TechNet as well

as several chapters in the Lync 2010 Resource Kit. He has written training courses for OCS R2 and
Lync, as well as exam questions. He is a Microsoft Certifi ed Master. He’s not aware of any life
outside work, and he will be keen to discover if such a thing exists now that the book is fi nished.
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Contents at a Glance
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xv
Part 1

•

Fundamentals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Chapter 1 • What’s in Lync ?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Chapter 2 • Standards and Protocols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Chapter 3 • Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Chapter 4 • Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Part 2

•

Getting Lync Up and Running . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
Chapter 5 • Planning Your Deployment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
Chapter 6 • Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169
Chapter 7 • Migration and Upgrades. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225
Part 3

•

Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 265
Chapter 8 • Introduction to PowerShell and the Lync Management Shell. . . . . . . . . 267

Chapter 9 • Role-Based Access Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 305
Chapter 10 • User Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 329
Chapter 11 • Archiving and Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 363
Chapter 12 • Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 395
Part 4

•

Voice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 421
Chapter 13 • Getting Started with Voice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 423
Chapter 14 • Call Admission Control. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 453
Chapter 15 • E911 and Location Information Services (LIS). . . . . . . . . . . . . . . . . . . . . 493
Chapter 16 • Extended Voice Functionality. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 511
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X
|
CONTENTS AT A GLANCE
Part 5

•

Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 555
Chapter 17 • Exchange, SharePoint, and Group Chat . . . . . . . . . . . . . . . . . . . . . . . . . . 557
Chapter 18 • Third-Party Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 597
Part 6

•

Mobile Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 639
Chapter 19 • Mobile Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 641

Appendix A

•

The Bottom Line . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 661
Appendix B

•

Adoption . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 689
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 697
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Contents
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xv
Part 1

•

Fundamentals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Chapter 1 • What’s in Lync? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3
Understanding the Lync 2010 Client. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Understanding Lync Server 2010. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Understanding the Voice Capabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Understanding the Unifi ed Communications Managed API Capabilities. . . . . . . . . . . 28
The Bottom Line. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Chapter 2 • Standards and Protocols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Understanding SIP’s Origins . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
The Session Initiation Protocol in Depth . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
The Bottom Line. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Chapter 3 • Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

Securing External Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Understanding Core Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Providing Security Administratively . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
The Bottom Line. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Chapter 4 • Clients. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .95
Lync User Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Lync Conferencing Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
Legacy Clients. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
The Bottom Line. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122
Part 2

•

Getting Lync Up and Running . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
Chapter 5 • Planning Your Deployment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .127
Capturing the Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
Using the Capacity Planning Toolset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129
Using Topology Builder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154
Installation Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160
The Bottom Line. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167
Chapter 6 • Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169
Getting Up and Running with Standard Edition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170
Post-Deployment Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191
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XII
|
CONTENTS
Confi guring External Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202
Enterprise Deployments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218
The Bottom Line. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223

Chapter 7 • Migration and Upgrades . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .225
Understanding Migration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225
Considering Client Pain Points . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227
Migrating to Lync. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231
The Bottom Line. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263
Part 3

•

Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 265
Chapter 8 • Introduction to PowerShell and the
Lync Management Shell. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .267
Why Use PowerShell? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 267
Understanding Command Syntax. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 268
Managing Output . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 288
Running Scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 292
The Bottom Line. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 303
Chapter 9 • Role-Based Access Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .305
RBAC Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 305
Understanding Lync’s Standard Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 311
Creating New Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 316
Manipulating Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 322
The Bottom Line. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 326
Chapter 10 • User Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .329
User Confi guration Basics. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 329
Understanding Lync Policies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 342
Manipulating Policies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 346
Choosing the Right Policy for the Job. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 355
The Bottom Line. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 360
Chapter 11 • Archiving and Monitoring. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .363

Deploying the Architecture for Archiving
and Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 363
Interpreting the Monitoring Server Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 371
Service Monitoring with the Management Pack . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 386
The Bottom Line. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 394
Chapter 12 • Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .395
Troubleshooting Basics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 395
Introducing Tracing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 405
Other Troubleshooting Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 412
The Bottom Line. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 419
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CONTENTS
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XIII
Part 4

•

Voice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 421
Chapter 13 • Getting Started with Voice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .423
The Back Story . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 423
Understanding the Voice Capabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 423
Understanding the Voice Architecture. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 430
Confi guring Enterprise Voice. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 442
The Bottom Line. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 452
Chapter 14 • Call Admission Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .453
Understanding Call Admission Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 453
Designing for Call Admission Control. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 466
Confi guring Call Admission Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 473
Identifying Calls on a Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 489

Reporting on Call Admission Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 490
The Bottom Line. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 490
Chapter 15 • E911 and Location Information Services (LIS). . . . . . . . . . . . . . .493
Understanding E911. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 493
Confi guring E911 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 496
Location Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 500
The Bottom Line. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 509
Chapter 16 • Extended Voice Functionality . . . . . . . . . . . . . . . . . . . . . . . . . . . 511
Dial-In Conferencing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 511
Response Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 526
Call Park . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 540
Unassigned Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 547
The Bottom Line. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 553
Part 5

•

Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 555
Chapter 17 • Exchange, SharePoint, and Group Chat . . . . . . . . . . . . . . . . . . . .557
Integrating Lync with Exchange . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 557
Integrating Lync with SharePoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 574
Integrating Lync with Group Chat . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 588
The Bottom Line. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 596
Chapter 18 • Third-Party Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .597
Connecting to Telephony Systems via a Gateway . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 598
Integrating with Your PBX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 609
Using RCC to Integrate with Your PBX. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 614
Deploying a Survivable Branch Appliance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 619
Connecting to Other External Systems via
an XMPP Gateway. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 625

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XIV
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CONTENTS
Integrating with Hardware Video Conferencing
Platforms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 628
Using Third-Party Software Enhancements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 631
The Bottom Line. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 636
Part 6

•

Mobile Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 639
Chapter 19 • Mobile Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .641
Mobile Devices and the Unifi ed
Communications Model. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 641
Understanding the Lync 2010 Mobile Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 642
Planning for Mobility Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 648
Confi guring the Mobility Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 651
Installing the Mobility Service Update. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 652
The Bottom Line. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 658
Appendix A

•

The Bottom Line . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 661
Chapter 1: What’s in Lync? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 661
Chapter 2: Standards and Protocols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 662
Chapter 3: Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 663
Chapter 4: Clients. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 664

Chapter 5: Planning Your Deployment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 665
Chapter 6: Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 666
Chapter 7: Migration and Upgrades . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 668
Chapter 8: Introduction to PowerShell and the Lync
Management Shell . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 670
Chapter 9: Role-Based Access Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 671
Chapter 10: User Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 673
Chapter 11: Archiving and Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 676
Chapter 12: Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 676
Chapter 13: Getting Started with Voice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 678
Chapter 14: Call Admission Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 678
Chapter 15: E911 and Location Information Services (LIS) . . . . . . . . . . . . . . . . . . . . . . . 680
Chapter 16: Extended Voice Functionality. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 680
Chapter 17: Exchange, SharePoint, and Group Chat . . . . . . . . . . . . . . . . . . . . . . . . . . . . 682
Chapter 18: Third-Party Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 684
Chapter 19: Mobile Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 687
Appendix B

•

Adoption . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 689
Understanding the Power of UC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 689
Introducing Lync to Your Business . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 691
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 697
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Introduction
This book is the fi rst time the Sybex Mastering series has touched on the subject of Microsoft’s
Unifi ed Communications (UC) platform. With the release of Lync 2010, we are into the third
generation of a platform that provides a comprehensive set of functionality, which has placed it
in the top right of the Gartner Magic Quadrant for UC in 2011.

Lync is a new name for the platform, a fact that suggests the way in which the product
has had a complete makeover. While there is an upgrade path from earlier versions of Offi ce
Communications Server 2007 and 2007 R2 (described in Chapter 7), there is a massive amount of
new functionality in Lync, for both client and server. With this in mind, we set out to reinforce
any prior knowledge you might have of the server platform, but not to assume any, and thereby
take you on a journey from the key fundamentals of Lync all the way through deployment to
how best to integrate Lync with third-party systems.
We have attempted to ensure that you can gain insight into real-world environments both
through the use of lab systems that represent those that might be found in an enterprise network
and also through the use of real-world case studies that highlight examples of our day-to-day
experience as consultants to some of the world’s largest organizations.
What You Need to Run Lync Server 2010
As you read through this book, you will fi nd that there are a range of components that all come
together to make Lync function. These include the Lync Server software, Lync client, and the
supporting technology from Microsoft Windows Server 2008 R2 and Microsoft SQL Server
2008 R2. Of course, there are additional pieces that can be integrated, such as gateway devices,
telephone devices, and software components such as Exchange and SharePoint.
With this much complexity, you may be wondering how on Earth you are going to be able to
get started with learning Lync. In addition to all the components, you will fi nd when looking
at the published minimum system requirements for Lync that the main front-end (or Standard
Edition) servers require a minimum of 16GB of RAM and eight CPU cores. We cover all this in
depth in Chapter 5, but no doubt you will think that is rather a challenge for a lab. Well, don’t
worry! It is perfectly possible to set up a very capable lab system on a single machine. In fact,
while writing this book, we ran our numerous lab systems on a variety of hardware, ranging
from Dell desktops with 16GB of RAM and a pair of fast hard drives for the virtual machines to
Dell Tower server hardware with 24GB and four hard drives. All in all, this is equipment that is
well within the reach of any enterprise looking to get up to speed with Lync and something that
anyone studying IT as they learn for their career can get hold of for not ridiculous sums.
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INTRODUCTION
Within the constraints of the hardware mentioned, we created our labs using Microsoft
Hyper-V technology to virtualize many machines. The labs ranged from two machines covering
a domain controller and a single Lync server all the way up to the migration lab, which had both
OCS and Lync installed with full external communication and mediation servers for connectiv-
ity to the PSTN, where we were running ten servers on our single piece of hardware. So while
for production use you must take care to size things according to best practice, in the lab you
can learn a great deal with a single server, Hyper-V, some public IP addresses, public certifi cates,
and a SIP trunk—which are all readily available for affordable amounts of money.
What’s Inside
This book is arranged in six main sections, with a couple of appendixes. The six main areas
focus on key elements that help build your knowledge of Lync, starting with fundamentals that
get you up to speed. We then move through getting your fi rst Lync system up and running to
administrating your system. At that point, the book takes a deep look into using Lync as your
telephony platform, before moving on to cover how to integrate Lync into other systems, and we
then fi nish with a look a Lync mobile clients. The appendices wrap up the Bottom Line learn-
ing entries from the book and conclude by taking a step back from the technical elements to
discuss changes Lync may require to your business and how to make sure you have a successful
implementation.
When fi rst picking up a new book, people frequently jump straight to a chapter that answers
some immediate need or interest. We have attempted to build concepts throughout this book,
with most of the later chapters making the assumption that you are familiar with the previous
material. We have, of course, referenced that earlier material wherever possible in case you need
to brush up, but as a general recommendation, we suggest that if you’re new to Lync, you will
have the most success by reading through the chapters in order.
Part 1: Fundamentals
This section covers the background information that will help you understand what makes
Lync tick.
◆ Chapter 1: What’s in Lync? This chapter runs through Lync from top to bottom, cover-

ing key concepts, features, and where Lync sits in the history of real-time communication
products from Microsoft.
◆ Chapter 2: Standards and Protocols. Like any technical product, Lync is underpinned by
numerous protocols and standards that enable it to operate and interoperate with other
platforms. This chapter focuses in particular on SIP, which enables the majority of Lync
communications.
◆ Chapter 3: Security. Security is front of mind for all administrators these days. In this
chapter, we outline the threats to Lync and explain its architecture in a security-focused
manner that will enable you to discuss requirements with your security team. We also
cover some of the administrative practices needed to help you administrate Lync securely.
◆ Chapter 4: Clients. Without clients, any server product would be pretty useless! In this
chapter, we look at the clients available on a PC, Mac, browser, and telephone, and we dive
deep into how the clients connect to Lync.
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INTRODUCTION
|
XVII
Part 2: Getting Lync Up and Running
This section is where you actually get hands-on with Lync. We cover planning and sizing and
then both the installation and upgrade processes.
◆ Chapter 5: Planning Your Deployment. While we are all keen to dive in and start playing
with the nuts and bolts, planning is essential to ensure you achieve what is required. This
chapter shows you how to plan utilizing the available tools and it helps you understand the
Lync prerequisites, enabling you to choose which hardware to use and whether virtualiza-
tion will work for you.
◆ Chapter 6: Installation. By the end of this chapter, you should have installed your fi rst
Lync system. We take you through from preparing your underlying server OS, through to
publishing Lync to the Internet with all the steps in between!
◆ Chapter 7: Migration and Upgrades. Lync is the latest in a line of real-time communica-
tions products from Microsoft. This chapter shows you how to get from the earlier Offi ce

Communications Server 2007 or 2007 R2 to Lync.
Part 3: Administration
Having planned and installed Lync in the previous section, we now move on to look at admin-
istration. These chapters cover PowerShell, explain Admin roles and policies, and even look at
troubleshooting.
◆ Chapter 8: Introduction to PowerShell and the Lync Management Shell. PowerShell
is what underpins the whole management interface of Lync. In this chapter, you learn
what PowerShell is, how to use it, and more importantly how to work with Lync using
PowerShell.
◆ Chapter 9: Role-Based Access Control. Role-Based Access Control (RBAC) changes the
granularity and ease with which an administrator can be granted permissions required
for their job and only their job, allowing specifi c delegation of functionality to groups of
people. This chapter shows you how Lync implements RBAC and how to use it to imple-
ment secure administration of Lync.
◆ Chapter 10: User Administration. Having looked at PowerShell and RBAC, the two main
concepts underpinning administration, in this chapter, we show how to manage users,
enabling, disabling, and confi guring them both individually and through policy, to use the
Lync features they require.
◆ Chapter 11: Archiving and Monitoring. Lync enables communication, and in many
organizations communications must be archived. This chapter covers how Lync does this
with the archiving role. It also covers the way in which you can inspect the communica-
tion passing through Lync, not only for quality but also more traditionally, showing who
spoke with whom. Finally, we also cover how to monitor the Lync service as a whole using
System Center Operations Manager (SCOM).
◆ Chapter 12: Troubleshooting. As with any system, there will be times where things don’t
work as they should. This chapter works through key troubleshooting concepts and then
looks at the tools available in Lync and how to use them when trouble strikes.
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XVIII
|

INTRODUCTION
Part 4: Voice
Lync is the fi rst product from Microsoft that can truly claim to be a full-fl edged telephony
system (PBX). This section focuses on using Lync as your PBX, taking you from basic phone calls
through to complex automated call distribution systems.
◆ Chapter 13: Getting Started with Voice. Lync provides all the capability needed to be a
large enterprise telephony platform. This chapter introduces you to the world of the PBX. It
covers the features available in Lync and the architecture that supports them.
◆ Chapter 14: Call Admission Control. One of the biggest considerations when utilizing
data networks for audio and video communication is bandwidth usage. Call Admission
Control enables you to map out your network and protect it from overuse. This chapter
shows you how to do this with Lync.
◆ Chapter 15: E911 and Location Information Services (LIS). Especially in North America,
the ability to locate where a phone call is being made from and to provide that information
to the emergency services is mandatory. This chapter discusses how to provide this
functionality with Lync; it also shows how those outside of North America can use this
innovative technology.
◆ Chapter 16: Extended Voice Functionality. Lync can do far more than just basic phone calls.
This chapter looks at how to implement your own audio-conferencing bridge, how to set
up your own mini call center or help desk, and how to deal with other voice scenarios, such
as the need to park calls for others to pick up and to deal with calls to people who have left
your company.
Part 5: Integration
One of the huge benefi ts of Lync being a software platform is that it is very easy to extend and
integrate with other systems. This section covers that extensibility looking at the way Lync
integrates with both other Microsoft and non-Microsoft products.
◆ Chapter 17: Exchange, SharePoint, and Group Chat. While Lync by itself contains a
huge amount of technology, it is enhanced even further through tight integration with
other Microsoft products. This chapter covers the provision of voice mail and presence
integration with Exchange, and presence integration and workfl ow with SharePoint. We

also look at Group Chat, a Lync component that provides subject-based persistent real-time
communications.
◆ Chapter 18: Third-Party Integration. In this chapter, we cover Lync as it sits at the center of
a unifi ed communications system. We cover integration with third-party PBXs, gateways
(including the deployment of Survivable Branch Appliances), and video conferencing
systems. We look at extending Lync with third-party software and show how to deploy the
XMPP gateway to allow communication with a wide range of IM clouds, including Jabber
and Google.
Part 6: Mobile Devices
◆ Chapter 19: Mobile Devices. The fi nal chapter of this book covers the very latest additions
to Lync. In the Lync Server 2010 Mobility Services update, following Cumulative Update 4
(CU4), released late in 2011, Microsoft provided new capabilities and clients, which enabled
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INTRODUCTION
|
XIX
the use of Lync on all major brands of mobile devices, including Android, Windows
Phone, Symbian, and iOS. This chapter covers the new clients and the supporting server
components.
Appendices
There are two appendices. The fi rst covers all the learning points from throughout the book, and
the second discusses how to successfully adopt Lync in your organization.
◆ Appendix A: The Bottom Line. Throughout the book, the Bottom Line section appears at the
end of each chapter. It asks relevant questions to help test your understanding of the material
in that chapter. This appendix covers all those questions and includes the answers so you can
verify yours.
◆ Appendix B: Adoption. While this book has focused on the technology that is Lync, there is
another major aspect to utilizing Lync: how do you get Lync adopted in your organization?
Without a proper plan and a great team that includes people ranging from very senior person-
nel to those using the technology every day, you may not have great success deploying Lync.

This appendix discusses some of the key elements that come together to enable a business to
successfully adopt Lync.
The Mastering Series
The Mastering series from Sybex provides outstanding instruction for readers with intermediate
and advanced skills in the form of top-notch training and development for those already work-
ing in their fi eld and clear, serious education for those aspiring to become pros. Every Mastering
book includes:
◆ Real-World Scenarios, ranging from case studies to interviews that show how the tool,
technique, or knowledge presented is applied in actual practice.
◆ Skill-based instruction, with chapters organized around real tasks rather than abstract
concepts or subjects.
◆ Self-review test questions, so you can be certain you’re equipped to do the job right.
Conventions Used in This Book
Before you set off into the world of Lync described in this book, there is one fi nal piece of infor-
mation that we want you to know.
Throughout the book, we used various methods to describe things. In particular, we had
many discussions about how best to describe the tools used to administer Lync. As you will
see, there are two main interfaces. A web-based control panel called Lync Server Control Panel
(LSCP) and a command-line shell called the Lync Server Management Shell (LSMS), which is
PowerShell-based. In the book, we used the terms Control Panel and LSCP interchangeably to
describe the Lync Server Control Panel, and PowerShell to describe the Lync Server Management
Shell. Please don’t confuse this use of PowerShell with the standard Microsoft PowerShell shell,
which is installed on Windows Server 2008 R2 by default. When working with Lync, unless
explicitly stated otherwise, you should be using the Lync Server Management Shell.
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XX
|
INTRODUCTION
How to Contact the Authors
We welcome feedback from you about this book. Obviously, it’s always nice to get messages

about what you liked about the book, but we also welcome suggestions for improvements we
could make in future editions. You can reach Nathan by writing to ,
and you can reach Keith at If you are looking for information about
future articles or speaking engagements, visit Nathan’s blog: www.nathanwinters.co.uk.
Sybex strives to keep you supplied with the latest tools and information you need for your
work. Please check their website at www.sybex.com/go/masteringlyncserver, where we’ll post
additional content and updates that supplement this book should the need arise.
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Part 1
Fundamentals
◆ Chapter 1: What’s in Lync?
◆ Chapter 2: Standards and Protocols
◆ Chapter 3: Security
◆ Chapter 4: Clients
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Chapter 1
What’s in Lync ?
Lync Server 2010 is the latest in the line of the Communications Server platforms from Microsoft.
The platform originally started with Live Communications Server 2003 (some would say with
Exchange Conference Server 2000) and continued through Live Communications Server 2005,
Offi ce Communications Server (OCS) 2007, and fi nally Offi ce Communication Server 2007 R2.
This latest version extends the voice capabilities even further than those introduced with Offi ce
Communications Server 2007.
After fi nishing this chapter, you will be able to:
◆ Describe the features of the client
◆ Describe the features of the server
◆ Describe the voice features
Understanding the Lync 2010 Client
As an administrator, the fi rst thing you’ll see is the Setup tool; however, the users will see

the client. Therefore, understanding what the client can and will provide is important for
administrators trying to sell the business justifi cation. It is also important in terms of what
policies will need to be confi gured to enable (or disable) features. Lync 2010 is so much more
than a simple instant messaging (IM) tool or a phone, and treating it as either end of the
messaging scale will impact the way you deploy it to users. Some of the additional training
capabilities freely provided by Microsoft are covered in Appendix A, “The Bottom Line.”
One of the most obvious changes with Lync 2010, compared to previous versions, is
the removal (or rather incorporation) of the conferencing client, Live Meeting. Almost all
communications are now handled within the one client; the exception is the Lync 2010 Group
Chat client, which is still a separate downloadable client and server application.
With the 2010 edition, Lync has had a facelift; new features such as user photos have been
added and it is more user friendly. As part of this makeover, the Lync 2010 client is focused
around three themes:
◆ Connect
◆ Communicate
◆ Collaborate
Figure 1.1 shows the client when fi rst logged in.
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