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MVA Jump Start Core Solutions of Microsoft Lync Server 2013

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Page 1: Core Solutions of Microsoft Lync Server 2013download.microsoft.com/download/5/1/B/51B83B05-F5E7-4679-A05B... · –Specializes in Lync Server 2013 –Microsoft Unified ... relevant

MVA Jump Start

Core Solutions of Microsoft Lync Server 2013

Page 2: Core Solutions of Microsoft Lync Server 2013download.microsoft.com/download/5/1/B/51B83B05-F5E7-4679-A05B... · –Specializes in Lync Server 2013 –Microsoft Unified ... relevant

Meet Aaron Steele | @steeleaaron

• Senior Consultant, Microsoft – Voice architecture; enterprise

– deployment & implementation

– Specializes in Lync Server 2013

– Microsoft Unified Communications stack since LCS 2005

– Exchange since Exchange 5.5

• More than 15 years experience in IT industry

– Tribune Co., PointBridge, University of Chicago, DePaul,

Michigan State University

Page 3: Core Solutions of Microsoft Lync Server 2013download.microsoft.com/download/5/1/B/51B83B05-F5E7-4679-A05B... · –Specializes in Lync Server 2013 –Microsoft Unified ... relevant

Meet Brian Ricks | @bricomp

• Lead Architect, BriComp Computers– Unified Communications Architect

– Microsoft MVP since 2006

– Enterprise Microsoft collaboration solution design,

development, configuration, administration & maintenance

• More than 20 years experience in IT industry– Network Infrastructure Corp., Resolute, Phelps Dodge

Page 4: Core Solutions of Microsoft Lync Server 2013download.microsoft.com/download/5/1/B/51B83B05-F5E7-4679-A05B... · –Specializes in Lync Server 2013 –Microsoft Unified ... relevant

Course Topics

Core Solutions with Lync Server 2013

01 | Architecture And Design 07 | Persistent Chat

03 | Configuring Users and Rights 08 | Archiving & Monitoring

03A| Users and Rights Demo 08A | Demo

04 | Client & Devices 09 | Administration and Maintenance

05 | Conferencing 10 | High Availability

05A | Conferencing Demo 11 | Disaster Recovery

06 | External Access 11A| HA and DR Demo

12 | Migration

Page 5: Core Solutions of Microsoft Lync Server 2013download.microsoft.com/download/5/1/B/51B83B05-F5E7-4679-A05B... · –Specializes in Lync Server 2013 –Microsoft Unified ... relevant

Setting Expectations

• Target Audience– IT and telecommunications professionals who design, plan, deploy, and

maintain solutions for unified communications (UC)

– Experienced and looking for accelerated certification prep for Exam 70-336:

Core Solutions of Microsoft Lync Server 2013

• Suggested Supporting Material– Exam 70-336: Core Solutions of Microsoft Lync Server 2013

– Visit http://aka.ms/MCSE-Lync

Page 6: Core Solutions of Microsoft Lync Server 2013download.microsoft.com/download/5/1/B/51B83B05-F5E7-4679-A05B... · –Specializes in Lync Server 2013 –Microsoft Unified ... relevant

Join the MVA Community!

• Microsoft Virtual Academy– Free online learning tailored for IT Pros and Developers

– Over 1M registered users

– Up-to-date, relevant training on variety of Microsoft products

• “Earn while you learn!” – Get 50 MVA Points for this event!

– Visit http://aka.ms/MVA-Voucher

– Enter this code: Lync336 (expires 7/1/2013)

Page 7: Core Solutions of Microsoft Lync Server 2013download.microsoft.com/download/5/1/B/51B83B05-F5E7-4679-A05B... · –Specializes in Lync Server 2013 –Microsoft Unified ... relevant

MVA Jump Start

Module 1

Architecture and Design of Microsoft Lync Server 2013

Page 8: Core Solutions of Microsoft Lync Server 2013download.microsoft.com/download/5/1/B/51B83B05-F5E7-4679-A05B... · –Specializes in Lync Server 2013 –Microsoft Unified ... relevant

Module Overview

• Overview of Lync Server 2013 Architecture& Core Capabilities

• Introduction to the Lync Server 2013 Design Process

• Assessing Infrastructure Requirements and Updating the Design

• Planning for all Microsoft Solutions Framework Phases

• Planning Infrastructure Requirements for Lync Server 2013

• Using the Lync Server 2013 Planning Tool & Topology Builder

• Planning the Server Infrastructure

• Designing Documentation Using Microsoft Office

Page 9: Core Solutions of Microsoft Lync Server 2013download.microsoft.com/download/5/1/B/51B83B05-F5E7-4679-A05B... · –Specializes in Lync Server 2013 –Microsoft Unified ... relevant

Lesson 1: Overview of Lync Server 2013 Architecture

• Deployment Options

• Lync Server 2013 Architecture

• Lync Server 2013 Server Roles

• Lync Server 2013 Clients

• Lync Server 2013 Administrative Tools

• Central Management Database

• Session Initiation Protocol–Based Foundation

• Lync 2013 Hybrid Coexistence

• Enterprise Voice in Lync Server 2013

Page 10: Core Solutions of Microsoft Lync Server 2013download.microsoft.com/download/5/1/B/51B83B05-F5E7-4679-A05B... · –Specializes in Lync Server 2013 –Microsoft Unified ... relevant

Deployment Options

Microsoft Office 365, Lync Online

Partner-hosted multi-tenant

Single domain and directory

Users split – server / online

Lync Server 2013

Private cloud / dedicated

CloudHybrid On-Premises

Enabling gradual migration and coexistence between Lync private and public cloud

Page 11: Core Solutions of Microsoft Lync Server 2013download.microsoft.com/download/5/1/B/51B83B05-F5E7-4679-A05B... · –Specializes in Lync Server 2013 –Microsoft Unified ... relevant

Lync Server 2013 Architecture

InternalExternal Perimeter Network

Reverse

proxy

Lync

Edge

Hybrid

Federated

Network

Public

Providers

PSTN

ADMIIS

Identity

EdgeMore Secure

Federation and

Interoperability

External User

Ingress

PoolFewer,

Consolidated

Servers

Virtualized and

Higher Scale

ServicesConsolidated

Archiving

SCOM, AD, DFS

Exchange

Voicemail/

Archive

SCOM

Monitoring

DFS

Files Store

Office Web Apps

Web Access

SQL

CDR/QoE/

ReportDB

UC End Points

EE Pool Back-end

Front-end

IP-PSTN

Gateway

Persistent

Chat (optional)

Mediation Server

(optional)

PBX

Page 12: Core Solutions of Microsoft Lync Server 2013download.microsoft.com/download/5/1/B/51B83B05-F5E7-4679-A05B... · –Specializes in Lync Server 2013 –Microsoft Unified ... relevant

Lync Server 2013 Server Roles

Mediation Server

Front End Server Back End Server

Director

Persistent Chat

Compliance Back

End Server

Standard Edition Server

Edge Server

Lync Server 2013

Server Roles

Persistent Chat

Back End Server

Persistent Chat

Server

Page 13: Core Solutions of Microsoft Lync Server 2013download.microsoft.com/download/5/1/B/51B83B05-F5E7-4679-A05B... · –Specializes in Lync Server 2013 –Microsoft Unified ... relevant

Lync Server 2013 Clients

Lync 2013 Web App

Lync Server 2013

Clients

Lync 2013 Lync 2013 Basic

Lync 2013 Mobile

Lync 2013 Phone

Edition

Lync Win Store App

Page 14: Core Solutions of Microsoft Lync Server 2013download.microsoft.com/download/5/1/B/51B83B05-F5E7-4679-A05B... · –Specializes in Lync Server 2013 –Microsoft Unified ... relevant

Lync Server 2013 Administrative Tools

Administrative tools and enhancements in Lync Server 2013 include:

• Lync Server Deployment Wizard

• Lync Server Control Panel

• Lync Server Management Shell

• Lync Server Topology Builder

• Central management database

• Role-based access control

• DNS load balancing

• Lync Centralized Logging Service

Page 15: Core Solutions of Microsoft Lync Server 2013download.microsoft.com/download/5/1/B/51B83B05-F5E7-4679-A05B... · –Specializes in Lync Server 2013 –Microsoft Unified ... relevant

Central Management Database

The Central Management Database:

• Provides a robust, schematized storage of the data needed to

define, set up, maintain, administer, describe, and operate a Lync

Server 2013 deployment

•Validates data to ensure configuration consistency

•Replicates read-only copies of data to all servers in the topology,

including Edge Servers

Page 16: Core Solutions of Microsoft Lync Server 2013download.microsoft.com/download/5/1/B/51B83B05-F5E7-4679-A05B... · –Specializes in Lync Server 2013 –Microsoft Unified ... relevant

Session Initiation Protocol–Based Foundation

• SIP as an application-layer control or signaling protocol for

creating, modifying, and terminating sessions among one or more

participants

• Sessions include Internet-based telephone calls, multimedia

distribution, and multimedia conferences

• SIP-related RFCs and over 200 IETF Internet drafts and proposed

standards form the basis of the Microsoft Unified Communications

design

Page 17: Core Solutions of Microsoft Lync Server 2013download.microsoft.com/download/5/1/B/51B83B05-F5E7-4679-A05B... · –Specializes in Lync Server 2013 –Microsoft Unified ... relevant

Lync 2013 Hybrid Coexistence

Active

Directory

Lync 2010

Pool

Microsoft

Federation

Gateway

Lync

Federation Edge

AD FS v2

(Geneva)

DirSync – provisioning, GAL

Federation for SSO

Lync Hybrid Interoperability

Integration between local

IT systems and the cloud

Office 365Exchange Online

Lync Online

SharePoint Online

Legacy OCS

2007 R2

Lync 2010+ Pool Directory Sync

Edge

Same as

Exchange

Page 18: Core Solutions of Microsoft Lync Server 2013download.microsoft.com/download/5/1/B/51B83B05-F5E7-4679-A05B... · –Specializes in Lync Server 2013 –Microsoft Unified ... relevant

Enterprise Voice in Lync Server 2013

• Enhanced Routing– Support for M:N – MS:GW

– Improved Caller ID management

– Improved delegate routing

– Response Group Manager

– Inter-trunk routing (session management)

• Hosted Voice

– Lync-to-Phone, IP phone devices in Office 365

• IPv6 – Support for IPv6 in all Lync components

• VDI – Support for VDI for audio and video

Page 19: Core Solutions of Microsoft Lync Server 2013download.microsoft.com/download/5/1/B/51B83B05-F5E7-4679-A05B... · –Specializes in Lync Server 2013 –Microsoft Unified ... relevant

Lesson 2: Overview of Lync Server 2013 Core Capabilities

• Lync 2013 Features

• Lync Server 2013 Conferencing Clients

• External User Scenarios

• External User Capabilities

Page 20: Core Solutions of Microsoft Lync Server 2013download.microsoft.com/download/5/1/B/51B83B05-F5E7-4679-A05B... · –Specializes in Lync Server 2013 –Microsoft Unified ... relevant

Lync 2013 Features

Lync 2013 Features

Enhanced user interface Video enhancements – Multiparty video

Me area Administrative enhancements

Contact card Call park and retrieve

Privacy enhancements Pre-call and in-call diagnostics

Sharing feature enhancements Improved device handling

Polling Emergency services support

Improved meeting join experience Call handling

Conferencing attendance and scheduling Enhanced phone experience

PSTN dial-in conferencing enhancements Office and Windows 8 integration

Page 21: Core Solutions of Microsoft Lync Server 2013download.microsoft.com/download/5/1/B/51B83B05-F5E7-4679-A05B... · –Specializes in Lync Server 2013 –Microsoft Unified ... relevant

Lync 2013 Feature descriptions

Feature Description

Polling Enhances collaboration by enabling presenters to quickly determine participants’

preferences

Conferencing attendance and

scheduling

Sending invitation is simplified through a shorter http:// URL, which mobile users

can also use to join conferences

PSTN dial-in conferencing

enhancements

Users can join calls with minimal prompts and can wait in the lobby if the

receiver is not available to pick up the call

Video enhancements Provides support for full screen, panoramic video, multipoint video, subscription

video, and Video Graphics Array (VGA) video in conferences

Administrative enhancements Delegates do not have to switch between Lync 2013 and Attendant console

Call handling Delegates can support their manager easily because of shared lines

Emergency services support When a caller makes an emergency call, emergency responders can retrieve the

physical location of the phone from which the call was placed

Page 22: Core Solutions of Microsoft Lync Server 2013download.microsoft.com/download/5/1/B/51B83B05-F5E7-4679-A05B... · –Specializes in Lync Server 2013 –Microsoft Unified ... relevant

Lync 2013 Feature descriptions

Feature Description

Enhanced phone experience Includes a tally of call logs and voice mail that alerts the user of activity

Microsoft Office and Windows 8

Integration

Users can start IM or phone conversations from Microsoft Office applications,

without having to switch to Lync 2013

Contact card Offers extended contact card options with information about the user, the

organization, or distribution groups

Privacy enhancements Users can assign contacts various levels of access, depending on their relationship

with them, such as Family or Workgroup

Sharing feature enhancements Provides users desktop sharing, application sharing, meeting recording, playback,

whiteboard, and annotation tools

Call park and retrieve Calls can be sent to a general holding area for pickup or retrieval, by the

appropriate response group or individual

Pre-call and in-call diagnostics Alert users when the network quality is poor so that the user can choose to take the call from a landline phone or mobile phone

Improved device handling Allows multiple devices, including Universal Serial Bus (USB) devices for calls

Page 23: Core Solutions of Microsoft Lync Server 2013download.microsoft.com/download/5/1/B/51B83B05-F5E7-4679-A05B... · –Specializes in Lync Server 2013 –Microsoft Unified ... relevant

Lync Server 2013 Conferencing Clients

Feature/capability Lync 2013 Lync Win Store App Lync 2013 Basic Lync Web App

Add computer audio X X X X

Add video X X X X

View multiparty video X X X

Use in-meeting presenter controls X X X

Access detailed meeting roster X X X

Participate in multiparty IM X X X

Share the desktop (if enabled) X X (need plugin)

Share a program (if enabled) X X (need plugin)

Add anonymous participants (if enabled) X X

Use dial-in audio conferencing X X X X

Initiate a meeting X X

Add Microsoft PowerPoint files X X X

Navigate Microsoft PowerPoint files X X X

Use OneNote meeting notes X X

Use a whiteboard X X X

Conduct polls X X X

Share files x X X

Page 24: Core Solutions of Microsoft Lync Server 2013download.microsoft.com/download/5/1/B/51B83B05-F5E7-4679-A05B... · –Specializes in Lync Server 2013 –Microsoft Unified ... relevant

External User Scenarios

Access Edge Server

Access Edge Server

Adatum.com Contoso.com

Federated UsersInternal Users

Remote UserAnonymous User

XMPP Partner PIC User

Page 25: Core Solutions of Microsoft Lync Server 2013download.microsoft.com/download/5/1/B/51B83B05-F5E7-4679-A05B... · –Specializes in Lync Server 2013 –Microsoft Unified ... relevant

External User Capabilities

Scenario Remote

User

Federated

User

PIC Anonymous

User

XMPP

Presence

IM peer-to-peer

IM conferencing

Collaboration

A/V peer-to-peer

*

A/V conferencing

File transfer

Communications capabilities by type of user:

* = For PIC A/V peer-to-peer support, you must use thenew version of Windows Live Messenger.

Page 26: Core Solutions of Microsoft Lync Server 2013download.microsoft.com/download/5/1/B/51B83B05-F5E7-4679-A05B... · –Specializes in Lync Server 2013 –Microsoft Unified ... relevant

Lesson 3: Introduction to the Lync Server 2013 Design Process

• Phases in a Lync Server 2013 Deployment

• Lync Server 2013 Brick Model Approach

• Sequence of Lync Server 2013 Deployment Phases

• Converting Business Drivers to Design Decisions

• Stakeholder Participation in the Design Phase

• Discussion: Importance of User Education

Page 27: Core Solutions of Microsoft Lync Server 2013download.microsoft.com/download/5/1/B/51B83B05-F5E7-4679-A05B... · –Specializes in Lync Server 2013 –Microsoft Unified ... relevant

Phases in a Lync Server 2013 Deployment

EnvisionInitial State

Environment

End State

Environment

Scenarios

PlanPlanning

Infrastructure

Requirements

Planning Lync

Server 2013

Requirements

Planning

External Access

Planning

Enterprise

Voice

StabilizeTesting

Considerations

Deploy

Preparing Active

Directory

Deploying

Clients

Deploying Lync Server

2013 Server PoolConfigure, Archiving and

Monitoring

Deploying

External User

Access

Deploying

Enterprise Voice

Validate

Deployment

OperateMaintaining the

Lync Server 2013

Environment

Maintaining the

Client Experience

Troubleshooting

Page 28: Core Solutions of Microsoft Lync Server 2013download.microsoft.com/download/5/1/B/51B83B05-F5E7-4679-A05B... · –Specializes in Lync Server 2013 –Microsoft Unified ... relevant

Lync Server 2013 Brick Model Approach

SQL as bottleneck preventing larger pools

Brick model based on

• Front End Servers manage user state

• Front End Servers and back end database are loosely coupled

• “Lazy writes” for rehydration and disaster recovery

User Groups

• Users are partitioned into “UserGroups” automatically

• Each UserGroup is assigned to three Front End Servers (primary, secondary, tertiary)

• Three copies of each user’s data are stored on Front End Servers through replication – WindowsFabric

• When one Front End Server “dies,” user groups are automatically transitioned to a secondary Front End

Server

Minimum healthy servers to “start” a pool – quorum

Scale-out: Multiple Front End Servers per pool

Page 29: Core Solutions of Microsoft Lync Server 2013download.microsoft.com/download/5/1/B/51B83B05-F5E7-4679-A05B... · –Specializes in Lync Server 2013 –Microsoft Unified ... relevant

Sequence of Lync Server 2013 Deployment Phases

Order of Lync Server 2013 Deployment Phases

1. Internal Deployment

2. PSTN Dial-in Conferencing

3. External Deployment

4. Enterprise Voice or PBX integration

Page 30: Core Solutions of Microsoft Lync Server 2013download.microsoft.com/download/5/1/B/51B83B05-F5E7-4679-A05B... · –Specializes in Lync Server 2013 –Microsoft Unified ... relevant

Converting Business Drivers to Design Decisions

• Identifying the business drivers– Does the organization require Presence and instant messaging?

– Does the organization want to use conferencing and do they want to invite internal and/or external users to conferences?

– Do they want to deploy Enterprise Voice features using Lync 2013 as a voice client?

– Will remote users, work-from-home users, or travelling users need full communication capabilities?

– Will features for integrating presence and click-to-dial work with the organization’s existing telephony solution?

– Will you need to enable access to business applications in the organization for contextual collaboration?

– User Modelling – Which users in each site will use which modalities ?

• Converting business drivers to design decisions– Answers to questions indicate the various scenarios and the related functionality that

you should implement to support these scenarios.

Page 31: Core Solutions of Microsoft Lync Server 2013download.microsoft.com/download/5/1/B/51B83B05-F5E7-4679-A05B... · –Specializes in Lync Server 2013 –Microsoft Unified ... relevant

Stakeholder Participation in the Design Phase

Lync Server 2013 Project

• Management

• Network

• Server

• Client Desktop

• Education

• Operations

• Telephony

• Users

• Security

Page 32: Core Solutions of Microsoft Lync Server 2013download.microsoft.com/download/5/1/B/51B83B05-F5E7-4679-A05B... · –Specializes in Lync Server 2013 –Microsoft Unified ... relevant

Discussion: Importance of User Education

•Do you think user education is a necessary part of a Lync Server 2013 implementation? What may go wrong if users are not convinced with the solution?

•What has been your experience in trying to educate users about unified communications–based solutions?

•Adoption and Training Kit

Page 33: Core Solutions of Microsoft Lync Server 2013download.microsoft.com/download/5/1/B/51B83B05-F5E7-4679-A05B... · –Specializes in Lync Server 2013 –Microsoft Unified ... relevant

Lesson 4: Assessing Infrastructure Requirements and Updating the Design

•Components of a Lync Server 2013 Design

•Assess Required SIP Domains and Update the Design

•Assess Exchange Server Integration and Update the Design

•Assess Client Integration and Update the Design

•Assess Voice Requirements and Update the Design

•Discussion: Importance of Documenting the Business and Technical

Requirements

Page 34: Core Solutions of Microsoft Lync Server 2013download.microsoft.com/download/5/1/B/51B83B05-F5E7-4679-A05B... · –Specializes in Lync Server 2013 –Microsoft Unified ... relevant

Components of a Lync Server 2013 Design

1. Identify and document the requirements

2. Create the conceptual design

3. Transform the conceptual design into a logical design

4. Implement the physical design from the logical design

5. Refine the physical design

6. Review the design

Page 35: Core Solutions of Microsoft Lync Server 2013download.microsoft.com/download/5/1/B/51B83B05-F5E7-4679-A05B... · –Specializes in Lync Server 2013 –Microsoft Unified ... relevant

Assess Required SIP Domains and Update the Design

You need to assess and determine the SIP domain to be used in the

Lync Server 2013 deployment. You could:

• Use only one SIP domain

• Use one SIP domain for every SMTP domain

• Decide how to choose one SIP address for users using different e-mail

addresses such as [email protected], [email protected], and

[email protected]

• If there are limitations, you can choose to use only a few SIP domains

Page 36: Core Solutions of Microsoft Lync Server 2013download.microsoft.com/download/5/1/B/51B83B05-F5E7-4679-A05B... · –Specializes in Lync Server 2013 –Microsoft Unified ... relevant

Assess Exchange Server Integration and Update the Design

To support Lync 2013 integration, both Lync 2013 and Microsoft

Outlook 2013 read and write information directly to Exchange Server.

You need to plan for Exchange Server interfaces used by Lync 2013

and Microsoft Outlook 2013. You need to plan for:• Exchange Server Communication Interfaces based on their function

• Publishing Free/Busy information

• Controlling integration

• Lync 2013 and Exchange Server compatibility

Page 37: Core Solutions of Microsoft Lync Server 2013download.microsoft.com/download/5/1/B/51B83B05-F5E7-4679-A05B... · –Specializes in Lync Server 2013 –Microsoft Unified ... relevant

Assess Client Integration and Update the Design

You need to assess and determine requirements for client integration

that could include:

• Client features required

• Client deployment

• Hardware and software requirements

• Policies and in-band settings

• Compatibility of client versions

Page 38: Core Solutions of Microsoft Lync Server 2013download.microsoft.com/download/5/1/B/51B83B05-F5E7-4679-A05B... · –Specializes in Lync Server 2013 –Microsoft Unified ... relevant

Assess Voice Requirements and Update the Design

You need to assess and determine voice requirements, and options

for voice deployment could include:

• Using SIP-to-PSTN gateways, which include Survivable Branch Appliances

(SBA)

• Direct SIP by using PBX

• SIP-to-PSTN Gateway to PBX

• SIP Trunking

• Current dialing habits and dial plans

• Devices

Page 39: Core Solutions of Microsoft Lync Server 2013download.microsoft.com/download/5/1/B/51B83B05-F5E7-4679-A05B... · –Specializes in Lync Server 2013 –Microsoft Unified ... relevant

Discussion: Importance of Documenting the Business and Technical Requirements

•Why should business and technical requirements be documented?

•How do you document and ensure that all project requirements are met?

•Why should you receive feedback from stakeholders and update the design at key milestones?

Page 40: Core Solutions of Microsoft Lync Server 2013download.microsoft.com/download/5/1/B/51B83B05-F5E7-4679-A05B... · –Specializes in Lync Server 2013 –Microsoft Unified ... relevant

Lesson 5: Planning for all Microsoft Solutions Framework Phases

•Microsoft Solutions Framework Project Approach

•Discussion: Design Decisions in the Envisioning and Planning Phases

• Plan for Project Extendibility

• Initial State and End-State Environment

•Components of a Functional Specification

Page 41: Core Solutions of Microsoft Lync Server 2013download.microsoft.com/download/5/1/B/51B83B05-F5E7-4679-A05B... · –Specializes in Lync Server 2013 –Microsoft Unified ... relevant

Microsoft Solutions Framework Project Approach

Deployment

Complete

Release

Readiness

Approved

Vision /

Scope

Approved

Project Plans

ApprovedDeveloping

Phase

Scope

Complete

StartEnd

Features

Page 42: Core Solutions of Microsoft Lync Server 2013download.microsoft.com/download/5/1/B/51B83B05-F5E7-4679-A05B... · –Specializes in Lync Server 2013 –Microsoft Unified ... relevant

Discussion: Design Decisions in the Envisioning and Planning Phases

•Do you usually involve team members from operations during the initial envisioning phases?

•What benefits do you think can be reaped, if any, from the early involvement of stakeholders other than the business and IT management and a few select IT architects?

Page 43: Core Solutions of Microsoft Lync Server 2013download.microsoft.com/download/5/1/B/51B83B05-F5E7-4679-A05B... · –Specializes in Lync Server 2013 –Microsoft Unified ... relevant

Critical Success Factors

Acceptance Criteria or ‘Critical Success Factors’ define the metrics that

must be met in order for Contoso and the project team to know that the

end solution meets the defined requirements.

Page 44: Core Solutions of Microsoft Lync Server 2013download.microsoft.com/download/5/1/B/51B83B05-F5E7-4679-A05B... · –Specializes in Lync Server 2013 –Microsoft Unified ... relevant

Plan for Project Extendibility

MSF foundational principles recommend that organizational stakeholders should:

• Work toward a shared vision

• Empower all team members

• Foster open communications

• Focus on delivering business value

• Establish a shared project vision

• Ensure clear accountability and shared responsibility

• Invest in quality

• Stay agile; expect change

• Learn from all experiences

Page 45: Core Solutions of Microsoft Lync Server 2013download.microsoft.com/download/5/1/B/51B83B05-F5E7-4679-A05B... · –Specializes in Lync Server 2013 –Microsoft Unified ... relevant

Initial State and End-State Environment

A sample deployment scenario that illustrates initial state and end state environments:

Sample Scenario

● Phase UC1: Deployment of Lync Server 2013 internally

Presence in IM and Conferencing

Audio/video

● Phase UC2: Deployment of Lync Server 2013 externally

Inviting customers/partners to meetings

Federation

● Phase UC3: Deployment of Voice

Dial-in conferencing

Lync Server 2013 as soft phone

● Phase UC4: Build Contextual Communication into business applications

Presence-enabling ERP and CRM

Building workflows around business processes or applications

Page 46: Core Solutions of Microsoft Lync Server 2013download.microsoft.com/download/5/1/B/51B83B05-F5E7-4679-A05B... · –Specializes in Lync Server 2013 –Microsoft Unified ... relevant

Components of a Functional Specification

The functional specification is the technical description of the solution and

represents the contract between the organization and the project team

A functional specification should include:• Features. Document the complete set of planned features for the solution

• Security requirements. Specify the strength of security to be used

• Legal requirements. State any legal requirements to adhere

• Risk analysis documents. Include descriptions of potential risks to the project and mitigation strategies

A functional specification should not include:• Details of software architecture

• Detailed database schema

• Details about programming languages

Page 47: Core Solutions of Microsoft Lync Server 2013download.microsoft.com/download/5/1/B/51B83B05-F5E7-4679-A05B... · –Specializes in Lync Server 2013 –Microsoft Unified ... relevant

Lesson 6: Planning Infrastructure Requirements for Lync Server 2013

• Planning for Server Hardware in a Physical Server-Based Topology.

• Planning for Server Hardware in a Virtualized Server Topology

• Planning for Lync Server 2013 Server Software

• Planning for Lync Server 2013 Network and Infrastructure

Dependencies

• Planning for Client Hardware and Software Requirements

• Planning for Web Browser Requirements

Page 48: Core Solutions of Microsoft Lync Server 2013download.microsoft.com/download/5/1/B/51B83B05-F5E7-4679-A05B... · –Specializes in Lync Server 2013 –Microsoft Unified ... relevant

Planning for Server Hardware in a Physical Server-Based Topology.

Hardware Recommendations for

Front-End, Back-End, Standard Edition

and Persistent Chat Servers

Hardware Support for Edge Servers,

Standalone Mediation Servers and

Directors

CPU: 64-bit dual processor, hex-core, 2.26 GHz or higher CPU: 64-bit dual processor, quad-core, 2.0 GHz or higher

or 64-bit 4-way processor, dual-core, 2.0 GHz or higher

Memory: 32 GB Memory: 16 GB

Disk: 8 or more 10,000 RPM hard disk drives with at least

72 GB free disk space. Two of the disks should use RAID 1,

and six should use RAID 10. or Solid state drives (SSDs)

which provide performance similar to 8 10,000-RPM

mechanical disk drives.

Disk: 4 or more 10,000 RPM hard disk drives with at least

72 GB free disk space or Solid state drives (SSDs) which

provide performance similar to 4 10,000-RPM mechanical

disk drives.

Network: 2 network adapters, each 1 Gbps Network: 2 network adapters, each 1 Gbps

Page 49: Core Solutions of Microsoft Lync Server 2013download.microsoft.com/download/5/1/B/51B83B05-F5E7-4679-A05B... · –Specializes in Lync Server 2013 –Microsoft Unified ... relevant

Planning for Server Hardware in a Virtualized Server Topology

Base Hardware Recommendations

for

Virtualization Hosts

CPU: capable of supporting 24

virtual cores

Memory: 4 GB for the Host Disk: 2

10,000 RPM hard disk drives with at

least 72 GB free disk space in RAID

1.

Network: 2 network adapters, each 1

Gbps with support for Single Root

I/O Virtualization

Standard Edition

Server Topology

Lync Server 2013

Supported

Technologies

Enterprise Edition

Topology

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Planning for Lync Server 2013 Server Software

Plan for installing the same operating system on all servers and use the latest

version of the operating system for administrative efficiency

Plan for operating systems that support Lync Server 2013 for server roles

Plan for operating systems for other servers because requirements may vary

depending on the software that you plan to install on those servers

Plan for database software for the back end database, the archiving database,

and the monitoring database

Plan for mirroring and log shipping support, if you intend to use High Availability

and Disaster Recovery

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Planning for Lync Server 2013 Network and Infrastructure Dependencies

You need to plan for these network and infrastructure dependencies:

• Active Directory Support

• Locked Down AD DS Support

• Network Infrastructure Support

• Certificate Infrastructure Support

• DNS Infrastructure Support

• Audio/Video Network Requirements Support

• RODC Support

• IIS Support

• IP and Networking Protocol Support

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Planning for Client Hardware and Software Requirements

Ensure that client hardware meets the minimum requirements

Evaluate the current hardware utilization in the user environment

Evaluate whether there are still XP and Vista clients deployed

Evaluate whether users need Lync Server 2013 features that are

available only with Microsoft Office 2013 and Microsoft Exchange

2013.

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Planning for Web Browser Requirements

Operating system 32-bit

Internet

Explorer

10

64-bit

Internet

Explorer 10

32-bit

Internet

Explorer 9

64-bit

Internet

Explorer 9

32-bit

Internet

Explorer 8

64-bit

Internet

Explorer 8

32-bit

Version of

Firefox 12.X

64-bit

Version of

Safari 5.X

32-bit

Version of

Chrome 18.x

Windows 8 (Intel

based)Yes Yes N/A N/A N/A N/A Yes N/A Yes

Windows 7 with

SP11Yes Yes Yes Yes Yes Yes Yes No Yes

Windows Vista with

Service Pack 2 (SP2) 2Yes No Yes No Yes No Yes No Yes

Windows XP with

Service Pack 3 (SP3) 2N/A N/A N/A N/A Yes No Yes No Yes

Windows Server

2008 R2 with SP11Yes Yes Yes Yes Yes Yes Yes No Yes

Windows Server

2008 with SP22Yes No Yes No Yes No Yes No Yes

Mac OS-x (Intel-based)

N/A N/A N/A N/A N/A N/A Yes Yes Yes

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Lesson 7: Using the Lync Server 2013 Planning Tool

•Capabilities and Benefits of the Planning Tool

• Exploring Deployment Scenarios by Using the Planning Tool

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Capabilities and Benefits of the Planning Tool

Planning Tool

• Simplifies the planning and deployment processes

• Provides a diagram of the topology to be used in Visio

• Allows you to export the topology for use with Topology Builder

• Facilitates you to explore and experiment various deployment scenarios

Planning Tool

Topology

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Exploring Deployment Scenarios by Using the Planning Tool

Example Output #1Global Hardware and Online Resources

• 4 Enterprise Edition Servers

• 4 Front End SQL Databases

• 230 concurrent calls using at least 2 Gateways

• 2 Consolidated Edge Servers

• 2 Reverse Proxies

• 2 Load-Balanced Virtual IP Addresses

• 2 Enterprise Edition Directors

• 4 Exchange Um Servers

• 3 Survivable Branch Appliances

Example Output #2Global Hardware and Online Resources• 2 Standard Edition Servers

• 305 concurrent calls using at least 5 Gateways

• 1 Consolidated Edge Servers

• 1 Reverse Proxy

• 1 Enterprise Edition Directors

• 2 Exchange UM Servers

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Lesson 8: Using Topology Builder

• Lync Server 2013 Topology Setup Process

• Topology Builder Tool

•Demonstration: Demonstration: How To Save and Publish a Topology

by Using Topology Builder

•Overview of Central Management Store

• Lync Server 2013 Deployment Model

•Central and Branch Office Sites

•Demonstration: How To Design a Site Topology by Using Topology

Builder

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Lync Server 2013 Topology Setup Process

Lync Server 2013

SQL Backend

SQL

SQL Instance

Central

Management

Topology and

Configuration

SQL Backend

SQL DBs setup

performed

by Topology Builder

If first pool is Standard

Edition: SQL instance is

SQL Express

Add/

Remove

Domain Joined

System

Active Directory

Setup

Install Topology

Builder

Author Topology

Publish Topology

Active

Directory

Certificate

Maintenance

Certificates

Install

Components

Retrieve Topology

Local Setup Install

Comp

Activate

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Topology Builder Tool

The Topology Builder Tool:

Is a graphical tool used to configure servers and server settings in a topology

Is used to complete and publish the topology before the Microsoft Lync

Server 2013 is installed on servers

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Overview of Central Management Store

Central

Management

Store

Central Management

DatabaseSchema Documents

Central Management ServerReplica

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Lync Server 2013 Deployment Model

Pools

Data Center Sites

Global Microsoft

Redmond

Tukwila-1 Tukwila-2

Dublin

Dublin-1

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Central and Branch Office Sites

PSTN Gateway/

Mediation Server

Lync Server

2013 Sites

Central Site

Branch Site

OrFront End

Pool

Standard

Edition Server

Each branch

site is linked

with one

central site

Standard

Edition

Server

Survival

Branch

Appliance

PSTN Gateway/

Mediation Server

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Lesson 9: Planning the Server Infrastructure

• Plan for Server Editions

• Types of Pools

•Capacity and Scaling Considerations

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Plan for Server Editions

Lync Server 2013 Lync Server 2013 Enterprise Edition

Needs a single computer to configure the

primary server components and the database

Enables separation of server functionality and

data storage

Is ideal for organizations that do not require

high availability through load balancing

Is ideal for organizations that require high

availability through load balancing

Provides Failover through Pool Pairing with

secondary SE Pool

Can facilitate more users per pool

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Types of Pools

Types of Lync 2013 Pools:

• Persistent Chat Pool

• Enterprise Edition Front End Server Pool

•Mediation Server Pool

•Director Server Pool

• Edge Server Pool

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Capacity and Scaling Considerations

Lync Server 2013 Standard Edition

Topology with

Limited High Availability

Lync Server 2013 Enterprise Edition Front End

Reference Topology with High Availability and a

Single Data Center

Use the topology for organizations with 5,000 or fewer

users

Consider it for a small-to-medium size organization with

one central site

Can accommodate more users or provide a failover

scenario with High Available Enterprise Voice if you add

another Standard Edition server to this topology

Use the topology for organizations with 5,000 to 80,000

users in a pool.

Can be associated with a Survivable Branch Appliance for basic High Available Enterprise Voice

Can support up to 6660 users per Front End Server.

Can support more users if you add another Front End pool

to the site

Can be paired up with another Enterprise Edition Front End

Pool for Disaster Recovery.

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Additional Capacity and Scaling Considerations

Cater for Large Meetings Lync Server 2013 Persistent Chat

Deploy a separate Front End Pool with 2 Front

End Servers for the meeting organizers to

support meetings from 250 to 1000

participants

A Persistent Chat pool can host up to 80.000 active users

A pool will have 4 active front ends, 4 passive

front ends maximum

A Persistent Chat Pool can be provisioned for

up to 150.000 users

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Lesson 10: Designing Documentation Using Microsoft Office

• Benefits of Documenting the Design

•Options for Design Documentation

• Server Infrastructure Design in Microsoft Office Visio

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Benefits of Documenting the Design

Characteristics of Good Design Documentation

• Should describe the conceptual and logical design

• Should be well-structured and organized

• Should be correctly layered and easily maintainable

Benefits of Documenting the Design

• Shows the direction and progress of a project

• Guides new hires, consultants, or other members working with the solution

• Increases the probability of regular updates

• Simplifies upgrade of the solution when required, by providing a clear understanding of the current design

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Options for Design Documentation

Microsoft Office Word

• Conceptual, logical, and physical design

• Embedded drawings and tables

Microsoft Office Visio

• Server and Network Architecture

• Edge Design

• Certificates design

Microsoft Excel

• Firewall design

• Sites, networks, and subnets

• Server sizing and configuration

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Server Infrastructure Design in Microsoft Office Visio

Lync Edge Server

(Consolidated)

LON SERVER VLAN

NY OFFICE

LON HQ OFFICE VLAN

LON

Firewall

BRI Interfaces

Basic VoIP Gateway Gateway

Gateway

Routing

InterfaceExchange UM

Server

SQL Server Instance

used for Lync

Lync 2013 Enterprise Edition

Consolidated Front End Servers

Pool

F5 Internal

Load

Balancers

1

1: Internet

MPLS primary to

NY Internet

secondary

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©2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, Office, Azure, System Center, Dynamics and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.