Gareth IrelandArchitect – Enterprise Communications Centre of ExcellenceMicrosoft Corporation

Planning for PSTN Conferencing

MEET305

Session Objectives• Understand the opportunity PSTN Conferencing with Lync

2013 presents to your organization.• New features in Lync 2013 PSTN Conferencing• Define Lync 2013 Conferencing Architecture• Know the steps needed to effectively plan for Lync PSTN

Conferencing

Key Take Aways• PSTN Conferencing with Lync 2013 can save your

organization $$$ by reducing ACP service provider costs.• Understand the new features in Lync 2013 PSTN

Conferencing• Best practices for planning and scaling Lync PSTN

Conferencing

Agenda• Review the Business Value Proposition of

PSTN Conferencing with Lync• New features in Lync PSTN Conferencing• Conferencing Architecture

• Dial in Conferencing• Dial out Conferencing

• Planning for Lync PSTN Conferencing

Mission and GoalsMissionMove 85% of your ACP calls on premise

Goals• Provide all the features needed to handle small/mid-size

meetings• Make join simpler and more reliable• Provide a best in class UX on both the PSTN, Mobile and

Client side• Support larger meetings (up to 1000 users)

Non Goals• Move all meetings to ACP: large meetings which require

operator assistance will remain on ACPs

Meeting Types (from Gartner report)

85 %Reservation less calling,

usually 25 or fewer participants, weekly staff,

1-2 hrs, usually w/web attached, intl.

participation by company. 85%)

Managed event and externally

focused calls (IR) with transcription, high touch, max features, large

audiences. 100+ participants.

Maybe quarterly. Web attached.

Our target Will stay on ACPs

Lync 2013

<10%Operator assisted calls with roll call, polling etc., 25-

100 participants. Biweekly/monthly,

<10% of calls. Web attached.

# of participants & cost per meeting organizer today

P2P conversatio

ns

Multiparty conversations, sharing content

Meetings (by any name),interactive,

training, collaboration

Private Auditorium (All Hands)

Public Auditorium (External, Marketing,eLearning)

Managed events, virtual

tradeshow

1-to-1 Few-to-few (<25)

Few-to-few (<250)

One/few-to-many

(250s-1000s)Controlled

access

One/few-to-many

(10s-1000s)Open,

registration based or controlled

access

One/few-to-many (10s-

1000s)

Among internal or federated contacts

Among internal or

federated contacts

Mix of internal/ external,

anonymous attendees

(no anonymous attendees)

Internal audiences,

authenticated attendees

Mix of internal/ external,

anonymous attendees

Variable by event type

Low Low Medium High High Very high

Scenario

Interaction model

Structure

Conferencing/ Meetings continuum Spontaneou

sScheduled

Lync Meeting(conferencing)

Participant mix

HYBRID

ON-PREMISES

ONLINE

Lync Capabilities Deliver ValueReduce costs through converged

communicationsReduce travel via A/V/W conferencing Yes Yes

Reduce audio conferencing service charges Partia

lYes

Reduce PSTN calling charges via VoIP Partia

lYes

Retire separate PBX systems (some or all) YesShared workplace, home and mobile communications support

 Partial

Yes

1 Except PSTN calling2 With SharePoint on-premises

Drive adoption through ease of use and Microsoft Office

Instant messaging and presence in Office and SharePoint Yes Yes

Click to communicate, seamless escalation Yes 1 Yes

Ad hoc A/V/W conferencing (inter-organization) Partial Yes

Click to call via VoIP Yes 1 Yes

Skills-based people search in Lync client Yes 2 Yes 2

Deployment, migration, interoperability, extensibility

Embed communications in LOB applications Yes 3 Yes

Embed communications in Server applications   Yes

Integration with on-premises room video systems Yes

Integration of voice capabilities Partial Yes

Consolidate management of communications functions Partial Yes3 client only

Capability Lync Online

Lync Server Reduce Travel Expenses 4

Improve End User Productivity Up to 30 min/day

Complete Projects Faster By 10%-20%

Shorten Sales Cycle Up to 20%

Resolve customers Issues Faster Up to 50%

Attract and Retain Employees Varies by customers

Save 5%-30%

Reduce Audio Conferencing Charges 4 Save 30%-

95%

Reduce Telephony Charges 4 Save 50%-70%

Reduce Cost of Communications Systems 4Save 40%-60%

Lower Real Estate and Facilities Costs 4 Save 15%-

30%

Reduce IT Admin, Migration Costs 4Varies by customers

4 savings amounts based on actual customers. www.microsoft.com/casestudies

What is new in Lync PSTN Conferencing?

New Features

Non-EV enabled organizer support

• No more need for static routes• Honors policy for organizer also when not enabled

for enterprise voice

Mobile Client Support

• Join directly from the Mobile Lync Client• Android, iPhone, iPad and Windows Phone

support• PSTN or VOIP

• Meeting Content for iPad support

Conference dial-out for non-EV users• Anonymous participants have always used

the organizer’s policy.• New conference policy setting allows

authenticated-but-non-enterprise-voice users to dial out using the organizer’s policy.

• Eliminates need for workaround:• Unnecessarily enabling users for enterprise voice• Creating a static route directing outbound calls to a mediation server.

Feature ComparisonFeature Sets OCS 2007 R2 Lync Server 2010 Lync Server 2013

Participant Passcode

Leader Passcode (Corp User PIN) (Corp User PIN) (Corp User PIN)

Music on Hold (not apply to corporate user)

(not apply to corporate user)

(not apply to corporate user)

Multiple access numbers with multiple languages and Toll free support

Entry/Exit Announcement (Tone only) (Tone or Name) (Tone or Name)

Scheduled Meeting

Reservation-less Meeting

Mute/Un-mute Notification

DTMF in-meeting control x

Announce late participants/Recorded name

x

Operator/Moderator Assisted Conference

x x x

Reference code (Billing) x x x

Silent modePartial (Live Meeting Console)

Roll Call Partial (Roster)

DTMF CommandsCommands

• *1 - Automated help• *3 - Private roll-call• *6 - Mute/unmute self• *7 - Lock/unlock (leaders only)• *4 - Toggle silent mode (leaders only)• *9 - Entry/exit announcements on/off (leaders only)• *8 - Open lobby (leaders only)

Admin customizable• Each command can be configured as * / # + 0-9• Each command can be disabled (unset key mapping)

End user discoverable• Shown on the Dial-in Conferencing webpage• Discoverable in conference by issuing help command

Entry/Exit AnnouncementsEntry/exit announcements with names• Announcements are made when participants join & leave

• Batching reduces # of announcements• Anonymous PSTN users record name• Authenticated users’ names are announced by text-to-speech (TTS)

• Can skip name recording, join as “unknown participant” by pressing #

Leverage Lync 2013 PIN Simplifications

• New default policy for PIN to never expire. Default on.

Make join easier

• Dial in page is made more discoverable

• PowerShell scripts for admins to send mail to users whose PIN is about to expire

Increase awareness

Multi-language SupportDial-in experience• Language is taken from the contact object• IVR offers users the choice of languages found on the CO

In meeting experience• Personal announcements (played by PVA)

• In the language which the caller had at dial-in time• Global announcements (CAS, GVA)

• Announcements are played to all users grouped by language• Dial-out

• The person being dialed out to gets the language of the person dialing out

• If the language of the user can’t be matched, the closest language is used (ex: FR-CA -> FR-FR)

Dial-in Audio Conferencing Architecture

Audio Conferencing ArchitectureFront End Server

Backend SQL DB Server

Conferencing

Database

Focus

Focus Factory

Web Components (IIS)

Join Launcher

Lync Web Client Server

Dial-in Conferencing

Page

IM Conferencing Server

Web Conferencing Server

App Sharing Conferencing Server

AV MCU

Machine Boundary Process Boundary Web Application Audio Conferencing

Conference Auto Attendant

Conference Announcement

Service

Personal Virtual Assistant

Group Virtual Assistant

PSTN Conferencing Service Components • Handles the IVR for the user join flow

• Joins the user to the conference• Plays music if conference hasn’t been

activated

Conferencing Auto Attendant

(CAA)

• Handles prompts played only to a user in their language (you have been muted/unmuted, help, lobby notifications, roll call)

Personal Virtual

Assistant (PVA)

• Handles prompts played to ALL users in the conference in their language (Entry/Exit Announcements)

Group Virtual Assistant

(GVA)

Multi-language Support

Conference Announcement Service

Group Virtual Assistant

Voice Applications

Group Virtual Assistant (C1/C2)

English

Caller 1 joins and requests English

Caller 2 joins and requests English

Caller 3 joins and requests FrenchGroup Virtual Assistant (C3)

French

Personal Virtual Assistant (C2)

Personal Virtual Assistant (C1)

Personal Virtual Assistant (C3)

Dial-in Join

Mediation Server

AV MCU

2. Inbound Routing

8. Dial out INVITEwith Replaces

1. Incoming Setup 3. Prompt

for Conference ID

4. Conference URI lookup via conference ID

5. C3P join conference on behalf of caller

6. C3P AVMCU transfer

SIPMediaC3P

Conference Attendees

External Caller

PSTN

Focus

Pool01

Pool02

Conferencing Attendant (CAA)

Conferencing AnnouncementService (CAS)

Front EndServer

7. User-specific CAS joins

Front End Server

PSTN

Access number(s) bound to CAA PoolConference Hosted on Organizers PoolG.711 PSTN inboundG.722 default from AVMCU

Conference IDsClick-to-join Alphanumeric IDDefault is same ID per meeting - ‘reservationless’ Modify by invite or by policy (EnableAssignedConferenceType)

Dial-in Numeric ID<housekeeping digit (1 digit)><conference directory (usually 1-2 digits)><conference number (variable number of digits><check digit (1 digit)>

Conference directories and do I need more than 1Map alphanumeric (correlate with conference SIP URI) to NumericCreate one per 999 user on a pool to limit sizeDo this at the beginning of your deployment

Join Experience SettingsSettings related to the join experience• Default meeting policy (set by admin, can be changed by user)

• Lobby bypass for PSTN users (set by user)

 Meeting policy 

Phone, Anonymous Phone auth’d with ph# + PIN 

Invited Not Invited

Organizer only (Locked)

Lobby(MoH)

Lobby(MoH) unless 

organizer

Lobby(MoH)

People I Invite Lobby (MoH), unless PSTN lobby bypass turned on

IN Lobby(MoH)

People from my Company

IN, unless PSTN lobby bypass turned off IN IN

Everyone IN, unless no authenticated users are in IN INRecommended default. Also gives a constant conference ID, i.e. Closest Experience to ACP.

Dial-out Audio Conferencing

Dial-out Scenarios

2. Call-via-Work Lync Mobile

1. Dial out to PSTN

3. Dial out or Join from PBX

SignalingMedia

PSTN

Mediation Server

AV MCU Conference Attendees

FocusPool01

Conferencing AnnouncementService (CAS)User-specific CAS

joins

Front End ServerPSTN

Edge Server

Reverse Proxy

PBX Phone

External Caller

External Client

Dial-out ConfigurationsMobile

Mobility PolicyEnableOutsideVoiceCall via WorkLync 2010 CU4Applies to User

Anonymous

Conferencing PolicyAllowAnonymousUsersToDialOutLync 2010Applies to Organizer

Non EV

Conferencing PolicyAllowNonEnterpriseVoiceUsersToDialOutLync 2013Applies to OrganizerOrganizers Voice Policy

* If Organizer is not EV enabled they need either a voice policy applied (powershell) or voice policy needs to be defined at the site or global level

Conference Dial out for non-voice enabled users

Use user voice policy

Use organizer voice policy

Is user anonymous?Is user federated

EV?No No

YesYes

Is MCX dial-out (mobile client)?

No

Use user voice policy

Yes

User initiates conference

dial-out

Lync 2010 CU4

Lync 2013

Planning for Conferencing

Conferencing Planning Flow

Enable Web Conferencin

g?

Enable AV Conferencin

g?

Enable PSTN Dial-

In?

Enable External Users?

Enable Resiliency?

Create Simple URL?

1) Enable Conferencing on FE pool

2) Update meeting policy to disable app sharing or change session default BW

3) Enable Office Web Apps Server integration

Update meeting policy to:1) Disable A/V conferencing2) Disable only Video3) Allow only a few users to use

A/V

1) Plan and deploy PSTN termination2) Plan dial-in access numbers3) Enable PSTN dial-in conferencing

Deploy: 1) Edge Server: Allows external IM, presence,

conferencing, audio/video and optionally enable federation with other Lync server or OC2007R2 and XMPP federation

2) Reverse Proxy: Needed for Lync to publish resources available on the internal network. Enables conference join etc.

3) Director (Optional): Pre-authenticates requests and routes it to users’ FE server or pool

1) HA requires EE pool with a loadbalancer to distribute load

2) DR requires paired pools in 2 separate geographic regions

1) Dial-in URL: Only one URL for org

2) Admin URL: Only one URL for org

3) Meet URL: Can define global or site level URLs

Planning for Conferencing

Typical Conferencing Topology

• A single forest, single domain Active Directory structure• A single domain controller with Domain Name System (DNS) and an Enterprise Root certification authority (CA)• An Enterprise Edition Front End pool consisting of:

• Three Front End Servers• Collocated Mediation Server and A/V Conferencing Server on the Front End Servers or a separate pool for

better scale • A SQL Server-based Back End Server in a pool and a Central Management store

• Monitoring and Archiving Servers (optional)• WAC and Fileshare to support data collaboration scenarios

Central Site 1 - Enterprise Edition

contoso.comCA/DNS

Front End Pool

DNS Load Balancing

SQL Back End Server

FileShare

System Center Operations Manager

Monitoring and Archiving Databases

WAC Server Farm

CMS Server

Conferencing Access

• Adding following roles to the topology for enhancing access• Edge Server Pool• Sip trunking for enterprise voice • Exchange UM• Survivable Branch Appliance

Edge Server Pool

Pool

HTTP reverse proxy

Central Site 1 - Enterprise Edition

contoso.comCA/DNS

Front End Pool

DNS Load Balancing

SQL Back End Server

FileShare/DFS

Monitoring and Archiving Databases

WAC Server Farm

System Center Operations Manager

Exchange UM Server

Survivable Branch Appliance

Branch ABranch Office

WAN

PSTN

SIP Trunking

CMS Server

Planning for HADR

At least three front end servers in an Enterprise Edition pool

Load balancer to route traffic to front ends

If a server running a certain role fails, the other servers in the pool running the same role take the load of that server (applies to front end servers, edge servers and mediation servers)

Deploy pairs of front end pools across two geographically dispersed sites

Both sites active, and the Lync Server Backup Service provides real-time data replication to keep the pools synchronized.

Backup Service is installed on a front end pool when a pool is paired with another front end pool

Topology considerations for HA

Topology considerations for DR

Pool 1 Backup DB

Pool 1

Data Center 1 Data Center 2

Planning for DR

Front End 1

Front End 2

Front End 3

Pool 1 Content Share

Replicate

Backup

Pool 2 Backup DB

Pool 2

Front End 1

Front End 2

Front End 3

Pool 2 Content Share

Replicate

Backup

Inter-pool Backup

Inter-pool Backup

Planning for Dial-in Conferencing

PSTN Dial-in Planning ConsiderationsPlan additional

DID numbers and PSTN trunk

capacity

Configure dial plans

Deploy PSTN Gateway or

configure SIP trunking

Configure access numbers globally

or per site

Configure DTMF commands

globally or per site

Configure PIN Security

Enable user for dial-in

conferencing

Populate unique phone numbers

for users

Generate PIN and send

welcome email via PS script

Mediation Server

Front End Pool

PSTN Gateway

PSTN Conf Service

AV Conf Service

Focus

Dial-in Region Considerations

Create Geographical Regions with multiple languagesUse clearly recognizable region namesPrioritize (order) access numbers within a region

Set-CsDialInConferencingAccessNumber

Access NumberRegion

Dial Plan Access NumberHas One

Can haveMultiple

• Display Name• Pool• Primary Language (one)• Secondary Language (up to 4)• Region (multiple)

Conference Directories

Conference Directory converts between Alpha and Numeric IDs

<housekeeping digit (1 digit)><conference directory (usually 1-2 digits)><conference number (variable number of digits><check digit (1 digit)>

Format

Best PracticesRecommend 1 conf directory for every 999 users in the poolDefault 1 per poolDo this at the beginning of your deployment

Scoping CAAs to Site• You can create CAA numbers and scope them to site if you wish however this is not exposed in the Control Panel UI

• You must create the CAA from scratch using the –scopetosite parameter or change it after the fact using the set-csdialinconferencing cmdlet with the –scopetosite flag

• You don’t pick a site to scope it to, the CAA is scoped to the site where you have homed the contact object

• Once there are CAA contacts present at the site level the Outlook addin will ignore any additional numbers that are located at the global level.

• Make sure you know what you are doing before you use this option

Planning for Capacity

Capacity Management ModelModel

Usage & Bandwidt

h

Use Planning

Tools

Test, Pilot &

Optimize

Rollout

Monitor &

Maintain

Capacity Planning Guidehttp://technet.microsoft.com/en-us/library/gg399017.aspx

Bandwidth Calculatorhttp://www.microsoft.com/en-us/download/details.aspx?id=19011

Planning Toolhttp://www.microsoft.com/en-us/download/details.aspx?id=36823

Capacity Calculatorhttp://www.microsoft.com/en-us/download/details.aspx?id=36828

Stress and Performance Toolhttp://technet.microsoft.com/en-us/library/jj945609.aspx

Conferencing User Model

Client distribution per meeting type Scheduled (60%): 65% Lync 2013, 5% LWA, 30% earlier clientsAd-Hoc (40%): 70% Lync 2013, 30% earlier clients

5% of users in conferences during working hours 80K Pool = 4K users in conferences simultaneously“Busy Hour” – 75% of a 8-day’s conferences happen in 4 hours

Meeting Participant Distribution 50% users internal & authenticated; 25% remote & authenticated; 15% anonymous; 10% federated

85% meetings 4 users, 10% meetings 6 users, 5% meetings 11 users, 1 large meeting 250 users

Media Mix Audio: 15% dial-in, 75% VoIP, 10% no audioVideo: 20% have videoCollab: 50% have app sharing, 50% have IM, 20% have data collab, 15% add shared notes

Recommended Hardware

Tested hardware: 64-bit dual processor, hex-core, 2.26 gigahertz (GHz) or higher, 32 GB RAM8 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. 1 dual-port network adapter, 1 Gbps or higher (2 recommended, which requires teaming with a single MAC address and single IP address)

Server Role Maximum number of users supported

Front end pool with 12 front end servers and one backend server or a mirrored pair of back end servers

80,000 unique users

Supported max meeting size in a shared pool: 250 users (3,750 other users participating in smaller conferences)• To ensure successful collaborative experience of meeting size > 250 it is

recommended to have a dedicated pool to host such meetings• The best practice is to create a special user account in this pool to be used only to

host large meetings• Note: It is not necessary to have dedicated File Share, Office Web Apps Server

and Monitoring Server

One Front End Server 6,660 (1,000 concurrent A/V conference users)

One Edge Server 12,000 concurrent remote users

Mediation Server Depends on collocated or standalone mediation server

One Office Web Apps Server

1,000 concurrent users

Conferencing Bandwidth GuidanceNo change to audio and app sharing bandwidth in 2013Know your network topology, typical usage patterns and utilization of existing infrastructureThink about all possible directions for the traffic (meeting homed in organizer’s pool)Consider external users to edge traffic, AV conf service to PSTN traffic, branch office WAN traffic and the remainder of your internal networkControls to use: Quality of Service (QoS), Call Admission Control (CAC), User Policies, Media Configuration

Media Typical Codec Typical Stream Bandwidth (Kbps)

Maximum Stream Bandwidth without FEC (Kbps)

Audio G.722 46.1 100.6

Audio Siren 25.5 52.6

Audio (PSTN) G.711 64.8 97

Main Video Receive H.264 and/or RTVideo

260 8015

Main Video Send H.264 and/or RTVideo

270 8015

Panoramic Video Receive

H.264 and/or RTVideo

190 2010 (for max resolution 1920X288)

Panoramic Video Send H.264 and/or RTVideo

190 2515

App Sharing RDP 70 kbps – 2 Mbps

~10Mbps

Network Bandwidth Requirements for Media Traffichttp://technet.microsoft.com/en-us/library/jj688118%28v=ocs.15%29.aspx

Collab and App Sharing Capacity Planninghttp://technet.microsoft.com/en-us/library/gg425781(v=ocs.14).aspx

Go do..

Transition from Traditional ACPs• Best experience is Client or Device join!• Dial-out through client is easier than dial-in• DTMF (Set-CsDialinConferencingDtmfConfiguration)• Announcements (Set-

CsDialinConferencingConfiguration)• PSTN bypass lobby (Set-CsMeetingConfiguration)• No Anonymous meetings (DesignateAsPresenter)• Authentication – Conference ID & PIN; need Line URI• Managed Rollout (Set-CsPinSendCAWelcomeMail)• Adoption Plan (use RASK http://aka.ms/lyncrask )

Dial-in from mobile

Dial-In

Plan, Pilot, Deploy

Build

1) Topology, Servers, Certs, Clients

2) Simple URLs• Dial-in and Admin

URLs: One URL for org

• Meet URL: Define global; site level URLs optional

3) WAC, Edge, Monitoring & Archiving

1

1) Plan and deploy PSTN integration

2) Plan dial-in access numbers

3) Build Dial Plans4) Enable PSTN dial-in

conferencing

2

Manage

1) Enable Conferencing2) Update/create

conferencing policies as you require

3) Customize configurations as you require

3

Run

1) Pilot2) Drive Adoption3) Monitor Health4) Maintain Quality5) Repeat!

4

Plan

1) Capacity Planning• Pool, Server Roles,

Resiliency2) Geographical Considerations

• Central site(s)/Locations3) Infrastructure Dependencies

• Firewall, Gateway/SBC, HLBs, etc

4. Network Planning

0

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© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista 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.