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How to Cheat at Administering Office Communications Server 2007

Book Description

Microsoft Office Communications Server (OCS) 2007 is Microsoft’s latest version of Live Communications Server 2005. The product provides management for all synchronous communications that takes place in real time. This includes instant messaging (IM), Voice over IP (VoIP), and audio conferencing and videoconferencing. It will work with your company’s existing telecommunications systems without major hardware upgrades. This means your business can deploy advanced VoIP and conferencing without tearing out its preexisting legacy telephone network.
How to Cheat at Administering Microsoft Office Communicator 2007 provides the busy system administrator with any easy-to-access reference that provides step-by-step instructions on how to install, configure, manage and troubleshoot Communicator across the network. It is the perfect tool for those who simply need to complete a task without reading through lots of theory and principles.

• Get Inside Microsoft Office Communications Server 2007
Learn what’s new in OCS 2007, compare the previous editions, understand OCS 2007 server roles, plan an OCS 2007 installation.
• Install the First OCS 2007 Front-End Server
Address the prerequisites, prepare active directory, install and configure OCS 2007 Enterprise Edition, and verify the installation summary.
• Configure the Edge Server
Install the Edge Server, work with certificates, deal with security issues, and test the Edge Server.
• Configure the Mediation Server
Install the Configuration Server, configure dialing rules, configure users for voice functionality, and test voice functionality.
• Configure Archiving
Address compliance requirements, understand archiving topology, and install the Archiving Server.
• Configure Conference Servers
Understand on-premises conferencing, use on-premises conferencing, understand Microsoft RoundTable, and install conferencing.
• Integrate OCS with PBX and IP-PBX Systems
Use a gateway, configure Cisco CallManager as a Gateway, and understand CSTA/SIP gateways.
• Integrate OCS with Exchange 2007 Unified Messaging
Master Exchange 2007 Unified Messaging and architecture, Configure Exchange 2007 UM, and Combine OCS with Exchange 2007 UM.
• Upgrade to Office Communications Server 2007
Plan your migration from LCS 2005 to OCS 2007, upgrade perimeter servers, upgrade director servers, upgrade front-end servers, perform user migration, and remove LCS 2005 from the network environment.

Table of Contents

  1. Copyright
  2. Technical Editor and Lead Author
  3. Contributing Authors
  4. 1. Unified Communications
    1. Introduction
    2. History of Communication
      1. Software Communication
    3. IP Communication: How It Works and Why It’s Revolutionizing Communication
      1. Switching in the Voice World
        1. Quality of Service
    4. Understanding Presence
      1. IM and Presence
      2. Presence in Other Applications
    5. Microsoft and Unified Communications
      1. Exchange 2000 and IM
      2. LCS 2003
      3. LCS 2005
        1. Secure IM
        2. Public IM Connectivity
        3. Archiving
        4. Exchange Integration
        5. PBX Integration
      4. Exchange 2007
    6. Summary
    7. Solutions Fast Track
      1. History of Communication
      2. IP Communication: How It Works and Why It’s Revolutionizing Communication
      3. Understanding Presence
      4. Microsoft and Unified Communications
    8. Frequently Asked Questions
  5. 2. Microsoft Office Communications Server 2007
    1. Introduction
    2. What’s New in OCS 2007?
      1. New Features
        1. On-Premises Web Conferencing
        2. Group IM
        3. Audio and Video
        4. Enterprise Voice
        5. Microsoft RoundTable Communications and Archival System
        6. Enhanced Presence
        7. Federation Enhancements
        8. Client Applications
        9. Simplified Deployment and Management
          1. Deployment Planning Improvements
          2. Installation Improvements
          3. Management Improvements
          4. Administration Improvements
          5. Monitoring and Troubleshooting Improvements
          6. New Deployment Tool
          7. Management Console Improvements
          8. Universal Group Support
          9. Enhanced In-Band Provisioning
          10. Integrated Address Book Server
          11. Meeting Policies
          12. CDRs
      2. Improved Features
      3. Improved Client
    3. Comparing the Editions
      1. Standard Edition
      2. Enterprise Edition
    4. OCS 2007 Server Roles
      1. Front-End Server
      2. Edge Server
      3. Mediation Server
      4. Archiving and CDR Server
      5. Communicator Web Access
    5. Planning an OCS 2007 Installation
      1. “Net-New” Installation
      2. Live Communications Server 2005 Upgrade
    6. Summary
    7. Solutions Fast Track
      1. What’s New in OCS 2007?
      2. Comparing the Editions
      3. OCS 2007 Server Roles
      4. Planning an OCS 2007 Installation
    8. Frequently Asked Questions
  6. 3. Installing the First OCS 2007 Front-End Server
    1. Introduction
    2. Addressing the Prerequisites
      1. Forest/Domain Levels
      2. Certificate Authorities
      3. Database Server
    3. Preparing Active Directory
      1. Preparing the Schema
      2. Preparing the Forest
      3. Preparing the Domain
    4. Installing and Configuring OCS 2007 Enterprise Edition
      1. Installing the Software
      2. Configuring the Software
      3. Installing the Front-End Server Role
      4. Working with Certificates
      5. Addressing DNS Requirements
      6. Verifying the Installation Summary
    5. Summary
    6. Solutions Fast Track
      1. Addressing the Prerequisites
      2. Preparing Active Directory
      3. Installing and Configuring OCS 2007 Enterprise Edition
    7. Frequently Asked Questions
  7. 4. Microsoft Office Communicator 2007
    1. Introduction
    2. What’s New with MOC 2007?
      1. The Overall User Experience
        1. Presence
        2. Contact Management
        3. Instant Messaging
        4. Conversation History
        5. Alerts
        6. Voice Features
        7. Other New Features in MOC 2007
      2. Enterprise Voice
        1. Calling Features
        2. Conferencing
        3. Switching Communication Modes
        4. Automatic Setup for Audio and Video Devices
        5. USB Audio Devices
    3. Installing MOC 2007
      1. Single-User Installation
      2. Group Policy Installation
      3. Other Installation Methods
    4. Configuring a User for MOC 2007
      1. Configuring Active Directory User Objects
        1. Enabling Users
        2. Using the Configuration Wizard
        3. Setting Individual User Properties
          1. Additional Options
        4. Configuring Multiple Users
        5. Global Properties and Voice Properties
        6. Enabling Multiple Users in Active Directory
        7. Configuration Wizard
      2. Configuring the MOC Client
        1. Configuring Personal Options
        2. Configuring Phone Options
        3. Configuring Alerts
        4. Configuring General Options
        5. More Customization Options
    5. Working with the MOC 2007 Administrative Template
    6. Summary
    7. Solutions Fast Track
      1. What’s New with MOC 2007?
      2. Installing MOC 2007
      3. Configuring a User for MOC 2007
      4. Working with the MOC 2007 Administrative Template
    8. Frequently Asked Questions
  8. 5. Configuring the Edge Server
    1. Introduction
    2. Installing the Edge Server
      1. Planning Edge Server Hardware
        1. Planning for Network Interface Cards
      2. Planning DNS and IP Addressing
        1. Creating DNS Entries
        2. Obtaining Public IP Addresses
        3. Assigning IP Addresses
        4. Creating Static Routes on the Edge Server
      3. Installing the Software
        1. Installing Edge Server Program Files
        2. Activating the Edge Server
        3. Configuring the Edge Server
        4. Configuring the Front-End Server for Communication with the Edge
          1. Finishing the Front-End Configuration
        5. Finishing the Edge Deployment
    3. Working with Certificates
      1. Configuring the Internal Interface Certificate
        1. Requesting the Certificate
        2. Assigning the Internal Certificate
      2. Requesting and Assigning the External Certificates
    4. Dealing with Security Issues
      1. Firewall Setup
        1. External Connectivity
        2. DMZ Connectivity
        3. Using Network Address Translation (NAT)
        4. Using ISA Server
    5. Testing the Edge Server
      1. Testing the Access Edge
      2. Testing the A/V Service
      3. Testing the Web Conferencing Service
    6. Summary
    7. Solutions Fast Track
      1. Installing the Edge Server
      2. Working with Certificates
      3. Testing the Edge Server
    8. Frequently Asked Questions
  9. 6. Configuring the Mediation Server
    1. Introduction
    2. Installing the Configuration Server
      1. Configuring the Gateway
    3. Configuring Dialing Rules
    4. Configuring Users for Voice Functionality
    5. Testing Voice Functionality
    6. Summary
    7. Solutions Fast Track
      1. Installing the Configuration Server
      2. Configuring Dialing Rules
      3. Configuring Users for Voice Functionality
      4. Testing Voice Functionality
    8. Frequently Asked Questions
  10. 7. Configuring Archiving
    1. Introduction
    2. Addressing Compliance Requirements
      1. Types of Compliance
        1. HIPAA
        2. Sarbanes-Oxley Act
        3. Other Compliance Requirements
    3. How OCS Addresses Compliance
      1. Archiving Conversations and Instant Messages
        1. IM Archiving
        2. Meeting Archiving
      2. Call Detail Records
      3. Ensuring Compliance
        1. Handling Failure
        2. Modifying WMI Settings for Archiving
      4. Archive Retention
    4. Archiving Topology
      1. Standard Edition Topology
      2. Enterprise Edition Topology
    5. Installing the Archiving Server
      1. Installation
      2. Activation
      3. Configuration
        1. Forest Configuration
        2. Front-End Configuration
        3. User Configuration
    6. Summary
    7. Solutions Fast Track
      1. Addressing Compliance Requirements
      2. How OCS Addresses Compliance
      3. Archiving Topology
      4. Installing the Archiving Server
    8. Frequently Asked Questions
  11. 8. Configuring Conferencing Servers
    1. Introduction
    2. Understanding On-Premises Conferencing
      1. On-Premises vs. Hosted Live Meeting
        1. On-Premises Live Meeting
        2. Hosted Live Meeting
    3. Using On-Premises Conferencing
      1. MOC-Based Videoconferencing
        1. Setting Up Audio and Video
        2. Starting a Videoconference with MOC
      2. Outlook Integration
        1. MOC Integration with Outlook
        2. Live Meeting Integration with Outlook
      3. Ad Hoc Escalation
        1. Configuring the Live Meeting Client
          1. Configuring the Live Meeting Client for Hosted Live Meetings
          2. Configuring the Live Meeting Client for On-Premises Live Meetings
        2. Using the Live Meeting Client’s Meet Now Option
        3. Overview of Live Meeting Features
          1. Types of Participants
          2. Inviting Other Meeting Participants via E-mail
          3. Sharing Content
          4. Sharing Applications and Desktops
          5. Sharing a Whiteboard
          6. Conducting Polls and Displaying Results during the Session
          7. Allowing Attendees to Ask Questions
    4. Microsoft RoundTable
      1. What Is RoundTable?
      2. How Does RoundTable Work?
      3. Why Use RoundTable?
    5. Installing Conferencing
      1. Configuring Global Settings
      2. Configuring Server Settings
    6. Summary
    7. Solutions Fast Track
      1. Understanding On-Premises Conferencing
      2. Using On-Premises Conferencing
      3. Microsoft RoundTable
      4. Installing Conferencing
    8. Frequently Asked Questions
  12. 9. Integration with PBX and IP-PBX Systems
    1. Introduction
      1. Gateway Access to Non-OCS Solutions
      2. Remote Call Control
    2. Using a Gateway
      1. Supported Gateways
      2. Configuring an AudioCodes Gateway
      3. Configuring Cisco CallManager As a Gateway
        1. Understanding Partitions and Calling Search Spaces
        2. Understanding Route Patterns
        3. Understanding Gateways
        4. Understanding SIP Trunks
        5. Configuring Cisco CallManager
          1. Configuring a Partition and Calling Search Spaces
          2. Assigning Phone Numbers to a Partition
          3. Configuring the SIP Trunk
          4. Configuring the Route Pattern
          5. Testing the Configuration
        6. Configuring OCS
          1. Configuring a Normalization Rule for Four-Digit Numbers
          2. Configuring the Mediation Server
          3. Configuring a Route to CallManager via the Mediation Server
          4. Testing and Call Flow
        7. Routing to the PSTN via CallManager
    3. CSTA/SIP Gateways
      1. What Does CSTA Do?
      2. Cisco Unified Presence Server
        1. Configuring CallManager for a CUPS Integration
          1. Configuring a SIP Trunk
          2. Configuring CallManager Users
          3. Configuring Application Dial Rules
        2. Configuring CUPS for an OCS Integration
        3. Configuring OCS for a CUPS Integration
          1. Configure OCS to Listen on Port 5060
    4. Summary
    5. Solutions Fast Track
      1. Using a Gateway
      2. CSTA/SIP Gateways
    6. Frequently Asked Questions
  13. 10. Integration with Exchange 2007 Unified Messaging
    1. Introduction
    2. Exchange 2007 Unified Messaging
      1. What Is It?
      2. How Does It Work?
      3. What Does It Work With?
    3. Exchange 2007 Architecture
      1. Requirements
      2. Server Roles
        1. Mailbox Server Role
        2. Hub Transport Server Role
        3. Client Access Server Role
        4. Edge Transport Server Role
        5. Unified Messaging Server Role
    4. Configuring Exchange 2007 Unified Messaging
      1. Installation
      2. Auto-Attendant and Dial Plan Configuration
    5. Mailbox Configuration: Combining OCS and Exchange 2007 Unified Messaging
      1. Benefits
      2. Configuration
    6. Summary
    7. Solutions Fast Track
      1. Exchange 2007 Architecture
      2. Configuring Exchange 2007 Unified Messaging
      3. Mailbox Configuration: Combining OCS and Exchange 2007 Unified Messaging
    8. Frequently Asked Questions
  14. 11. Upgrading to Office Communications Server 2007
    1. Introduction
    2. Understanding the Migration from LCS 2005 to OCS 2007
      1. Understanding the Coexistence of LCS 2005 and OCS 2007
        1. Feasibility of a Short Coexistence Time Frame
        2. Comfort Factor of a Long Coexistence Time Frame
        3. Choosing a Coexistence Time Frame That Works for You
      2. Choosing the Migration Path from LCS 2005 to OCS 2007
        1. Performing a “Big Bang” Migration to OCS 2007
        2. Performing a Phased Migration to OCS 2007
      3. Choosing the Right Time to Migrate from MOC 2005 to MOC 2007
        1. Migrating Immediately to MOC 2007
        2. Waiting to Migrate to MOC 2007
    3. Planning Your Migration from LCS 2005 to OCS 2007
      1. Identifying Existing LCS 2005 Servers
      2. Identifying Existing LCS 2005 Server Roles
      3. Mapping the Path of Communications between LCS 2005 Servers
      4. Understanding User Distribution on Existing Servers
      5. Determining Your Ability to Update Client Software Packages
      6. Designing Your New OCS 2007 Environment
      7. Choosing a “Big Bang” Migration or a Phased Migration to OCS 2007
    4. Upgrading Perimeter Servers
      1. Preparing DNS
      2. Preparing Certificates
        1. Exporting a Certificate from LCS 2005
        2. Importing a Certificate into OCS 2007
        3. Installing a New Certificate onto an OCS 2007 Edge Server
      3. Installing and Configuring the Edge Server
      4. Redirecting Internal LCS 2005 Servers through the New Edge Server
      5. Redirecting Inbound Traffic to the New Edge Server
    5. Upgrading Front-End Servers and Performing User Migration
      1. Installing a New OCS 2007 Front-End Server
      2. Adding a User Account and Testing Front-End Server Operations
      3. Moving Pilot User Accounts from LCS 2005 to OCS 2007
      4. Testing Pilot Users on OCS 2007
      5. Moving and Testing the Balance of UserAccounts from LCS 2005 to OCS 2007
    6. Removing LCS 2005 from the Network Environment
      1. Validating That All Users Have Been Migrated Off of LCS 2005
      2. Removing LCS 2005 Standard Edition
      3. Removing LCS 2005 Enterprise Edition
    7. What to Do Once You’ve Completed Your Migration to OCS 2007
    8. Summary
    9. Solutions Fast Track
      1. Understanding the Migration from LCS 2005 to OCS 2007
      2. Planning Your Migration from LCS 2005 to OCS 2007
      3. Upgrading Perimeter Servers
      4. Upgrading Front-End Servers and Performing User Migration
      5. Removing LCS 2005 from the Network Environment
      6. What to Do Once You’ve Completed Your Migration to OCS 2007
    10. Frequently Asked Questions
  15. 12. Managing and Monitoring OCS 2007
    1. Introduction
    2. Using Call Detail Records
      1. Conference Usage
      2. IM Usage
      3. Phone Usage
    3. Using the Client Version Filter
    4. OCS Troubleshooting Tools
      1. Diagnostics
        1. Diagnostics Headers
        2. Runtime Server Diagnostics
      2. Logging Tool
      3. Route Helper
      4. Snooper Tool
      5. Best Practice Analyzer
    5. Quality of Experience Server
    6. Validation Wizard
    7. System Center Operations Manager 2007
      1. OCS 2007 Management Pack
    8. Summary
    9. Solutions Fast Track
      1. Using Call Detail Records
      2. OCS Troubleshooting Tools
      3. System Center Operations Manager 2007
    10. Frequently Asked Questions
  16. A. Customizing the MOC Client
    1. Introduction
    2. Adding Custom Presence States
    3. Adding Tabs
    4. Adding Menu Commands
    5. Summary
    6. Solutions Fast Track
      1. Adding Custom Presence States
      2. Adding Tabs
      3. Adding Menu Commands
    7. Frequently Asked Questions
  17. B. Working with SharePoint and Project Servers
    1. Introduction
      1. System Requirements
      2. Installing Project Server 2007
    2. Project Professional 2007
      1. System Requirements
      2. Installing Project Professional 2007
    3. Sharing Projects with Project 2007
    4. Sharing Documents and Version Control
    5. Project Server Management Tasks
      1. Manage Users
    6. SharePoint Server 2007
    7. Installing SharePoint Server 2007
      1. Integrating SharePoint and OCS
    8. Summary
    9. Solutions Fast Track
      1. Project Professional 2007
      2. SharePoint Server 2007
      3. Project Server 2007
      4. Project Web Access
      5. Project Server Management
      6. SharePoint Integration with OCS
    10. Frequently Asked Questions