Best Practices
by Randy Wintle, Alex Lewis, David Ross, Tom Pacyk
Microsoft® Lync® Server 2013 Unleashed Second Edition
- Title Page
- Copyright Page
- Contents at a Glance
- Table of Contents
- Foreword
- About the Authors
- Dedications
- Acknowledgments
- We Want to Hear from You!
- Reader Services
- Introduction
- Part I: Lync Server 2013 Overview
- Chapter 1. Getting Started with Microsoft Lync Server 2013
- Chapter 2. What’s New in Microsoft Lync Server 2013
- Chapter 3. Feature Overview and Benefits of Microsoft Lync Server 2013
- Chapter 4. Business Cases for Lync Server 2013
- Why Unified Communications
- Instant Messaging and Presence
- Benefits of Instant Messaging and Presence
- Web, Audio, and Video Conferencing
- Benefits of Web, Audio, and Video Conferencing
- Enterprise Telephony
- Understanding the Benefits of Enterprise Telephony as part of a UC Solution
- Unified Messaging
- Understanding the Benefits of Unified Messaging as Part of a UC Solution
- Return on Investment (ROI)
- UC Investments
- Consider the Capital Investments
- Consider the Operating Expenses
- Consider the Committed or “Dual-Run” Costs
- Realizing ROI with Audio Conferencing
- Realizing ROI with Centralized Telephony
- Reduced Hardware Footprint
- Reduced Support Costs
- SIP Trunking Opportunity
- Realizing ROI with Productivity Increases
- Realizing ROI with Reduced Travel Costs
- Realizing ROI with Reduced Real Estate Costs
- Why Lync 2013 for Unified Communications
- Summary
- Why Unified Communications
- Part II: Microsoft Lync Server 2013 Server Roles
- Chapter 5. Microsoft Lync Server 2013 Front End Server
- Chapter 6. Microsoft Lync Server 2013 Edge Server
- Edge Server Overview
- Edge Server Installation
- Hardware Requirements
- Operation System Requirements
- Software Requirements
- Server Roles and Features
- Configure Networking
- IPv6 Support
- Create the Edge Pool
- Edit the Topology
- Deploying a Single Edge Server Pool
- Deploying a Load-Balanced Edge Server Pool
- Publish the Topology
- Installing the Edge Server
- Export Topology
- Installing a Local Configuration Store
- Installing the Lync Server Components
- Creating Certificates
- Importing Offline Certificate Requests
- Assigning Certificates
- Start Services
- Edge Server Configuration
- Edge Server Administration
- Edge Server Troubleshooting
- Firewall Ports
- Routing
- Certificates
- Edge Internal Certificate Names
- Access Edge Certificate Names
- Web Conferencing Edge Certificate Names
- A/V Authentication Certificate Names
- Wildcard Certificates
- DNS Records
- Windows Event Logs
- Lync Centralized Logging
- Lync Server Management Shell
- Telnet
- Troubleshooting Lync Services
- Edge Server Best Practices
- Summary
- Chapter 7. Microsoft Lync Server 2013 Monitoring and Archiving
- Chapter 8. Mediation Server
- Mediation Server Overview
- Installing Mediation Server
- Prerequisites
- Hardware Recommendations
- Operating System Requirements
- Software Requirements
- Server Roles and Features
- Create a Mediation Server Pool
- Steps to Edit the Existing Topology
- Steps to Publish the Updated Topology
- Install Lync Mediation Server Components
- Cache Installation Files
- Install Local Configuration Store
- Install Lync Server Components
- Create Certificates
- Assign Certificates
- Start Services
- Mediation Server Configuration
- Mediation Server Administration
- Mediation Server Troubleshooting
- Summary
- Best Practices
- Chapter 9. Director
- Director Overview
- Installing the Director Role
- Prerequisites
- Hardware Recommendations
- Operating System Requirements
- Software Requirements
- Server Roles and Features
- Installing Server Role Prerequisites
- Creating a Director Pool
- Edit Topology
- Publish Topology
- Install Server
- Cache Installation Files
- Install Local Configuration Store
- Install Lync Server Components
- Create and Install Certificates
- Assign Certificates
- Start Services
- Configuring the Director
- Administration of the Director Role
- Director Troubleshooting
- Summary
- Best Practices
- Chapter 10. Persistent Chat
- Part III: External Dependencies
- Chapter 11. Dependent Services and SQL
- Active Directory
- Domain Name System
- Server Certificates
- Network Dependencies
- Office Web Apps Server
- SQL Server Dependencies
- Lync Database Requirements
- Installing SQL Server for Lync
- SQL Backup Procedures
- Backing Up SQL Using Windows Server Native Backup
- Backing Up SQL Using SQL Server Management Studio
- Maintaining the Lync SQL Databases
- Checking and Repairing Database Integrity
- Monitoring and Reducing Fragmentation
- Shrinking Data Files
- Creating SQL Server Maintenance Plans
- Summary
- Chapter 12. Firewall and Security Requirements
- Firewall Requirements Overview
- Ports Required for Internal and External Access
- Using Network Address Translation (NAT) with Lync Server
- Reverse Proxy Requirements
- Reverse Proxy Configuration
- Create DNS Records for Lync Server Reverse Proxy
- Verifying Access to the Lync Web Services
- Configuring Microsoft Threat Management Gateway (TMG) for Lync Server
- Configure Web Farm FQDN
- Request and Configure SSL Certificates
- Configuring Web Publishing Rules
- Configuring Authentication and Certification on IIS Virtual Directories
- File Share Permissions
- Summary
- Chapter 11. Dependent Services and SQL
- Part IV: Administration and Management
- Chapter 13. Monitoring Lync Server 2013
- Understanding Key Areas to Monitor in Your Deployment
- Monitoring the Health and Performance of Lync Server 2013
- Using Performance Monitor to Establish Performance Baselines
- Important Performance Monitor Counters
- Collecting and Analyzing Performance Monitor Data
- Features Available in Lync Server 2013 for Health Monitoring and Troubleshooting
- Using Windows Event Logs to Identify Health Issues
- Using Synthetic Transactions to Identify Health Issues
- Capabilities and Benefits of System Center Operations Manager with Lync Server
- Monitoring the Health of Lync Server 2013 with SCOM
- Summary
- Chapter 14. Administration of Microsoft Lync Server 2013
- Administration Overview
- Lync Server Control Panel
- Lync Server Management Shell
- Benefits of the Management Shell
- Management Shell Basics
- Tips and Tricks
- Use the Tab Key
- Skip the Identity
- Surround Spaces with Quotation Marks
- Leverage Get-Help
- Role-Based Access Control
- Lync Versus Exchange RBAC
- Default Roles
- Creating New Roles
- Using the Lync Topology Model
- Managing Servers and Users
- Configuring Quality of Service
- Troubleshooting
- Best Practices
- Summary
- Administration Overview
- Chapter 15. High-Availability and Disaster Recovery
- Defining Business Requirements for High-Availability and Disaster Recovery
- Designing for High-Availability
- Understanding High-Availability
- High-Availability Options in Lync Server 2013
- What Services Are Supported for Lync High-Availability?
- SQL Server Backend High-Availability
- File Share High-Availability
- Lync Front End Server High-Availability
- Lync Edge Server High-Availability
- Lync Mediation Server High-Availability
- Persistent Chat High-Availability
- Shared Components High-Availability
- Designing for Disaster Recovery
- Defining Disaster Recovery
- Disaster Recovery Options in Lync Server 2013
- What Services Are Supported for Lync Disaster Recovery?
- SQL Server Backend Disaster Recovery
- Lync Front End Server Disaster Recovery
- Lync Edge Server Disaster Recovery
- Lync Mediation Server Disaster Recovery
- Persistent Chat Disaster Recovery
- Shared Components Disaster Recovery
- Configuring Lync Server for High-Availability
- Configuring SQL Server Mirroring
- Configuring SQL Server Mirroring During Pool Creation in Topology Builder
- Configuring SQL Server Mirroring on Existing Front End Server Pools
- Failing Over a Failed SQL Store to the SQL Server Mirror
- Configuring Front End Server Pools
- Configuring a Front End Server Enterprise Edition Pool
- Configuring DNS Load Balancing for Enterprise Edition Pools
- Configuring File Shares
- Configuring Persistent Chat Server Pools
- Executing Disaster Recovery Procedures
- Summary
- Chapter 13. Monitoring Lync Server 2013
- Part V: Migrating from Older Versions
- Part VI: Lync Voice, Video, and Integration
- Chapter 17. Lync Telephony and Voice Integration
- Chapter 18. Advanced Lync Voice Configuration
- Building the Lync Topology
- Defining Mediation Pools
- Defining PSTN Gateways
- Defining Additional Trunk Associations
- Defining Branch Sites
- Defining Survivable Branch Appliances and Servers
- Deploying a Survivable Branch Appliance
- Adding the Survivable Branch Appliance to Active Directory
- Defining the Service Principal Name
- Installing a Survivable Branch Appliance
- Voice Routing
- Configuring a Dial Plan
- Creating Normalization Rules
- Configuring Voice Policies
- Creating Voice Routes
- Creating PSTN Usages
- Creating a Trunk Configuration
- Configuring Inter-Trunk Routing
- Creating Translation Rules
- Publishing Voice Configuration Changes
- Export and Import Voice Configuration
- Creating Test Cases
- Voice Features
- Advanced Enterprise Voice Features
- Defining the Network Configuration
- Creating Network Regions
- Creating Network Sites
- Creating Network Subnets
- Configuring Call Admission Control
- Defining Bandwidth Policy
- Associate Bandwidth Policy Profile
- Network Region Links
- Creating Network Region Routes
- Creating Network Inter-Site Policies
- Enabling Call Admission Control
- Media Bypass
- Enabling Media Bypass
- Creating Bypass IDs
- Configuring E911
- Configuring Site Locations
- Validating Civic Addresses
- Create Location Policy
- Dial-In Conferencing
- Response Groups
- Configuring Agent Groups
- Understanding Routing Methods in Agent Groups
- Creating an Agent Group
- Configuring Queues
- Creating a Queue
- Configuring Workflows
- Creating Workflows
- Creating a Hunt Group Workflow
- Creating an Interactive Workflow
- Configuring Business-Hour Collections
- Configuring Holiday Sets
- Creating Workflows Using the Lync Server Management Shell
- Best Practices
- Building the Lync Topology
- Chapter 19. Lync Native Video and Data Conferencing
- Chapter 20. Video Integration with Third-Party Products and Services
- Part VII: Integration with Other Applications
- Chapter 21. Exchange and SharePoint Integration
- Server-to-Server Authentication
- Exchange Integration Features
- Unified Contact Store
- Migrating Users to Unified Contact Store
- Selectively Enabling Users for Unified Contact Store
- Unified Contact Store Rollback Procedure
- Lync Archiving Integration
- Archiving Policies in Lync and Exchange
- Archiving Configuration
- High-Resolution Photos
- Uploading Photos Using the Exchange Management Shell
- Uploading Photos Using Outlook Web App
- Outlook Web App Integration
- Unified Messaging Voice Mail Integration
- Exchange UM Components
- Exchange UM Configuration for Lync
- Lync Configuration for Exchange UM
- Testing the UM Integration
- SharePoint Integration Features
- Summary
- Chapter 21. Exchange and SharePoint Integration
- Part VIII: Office 365 and Lync Online
- Chapter 22. Lync Online and Hybrid Deployments
- Overview of Lync Online and Office 365
- System Requirements
- Experiencing Lync Online
- Deploying Lync Online
- Adding Domains to Lync Online/Office 365
- Adding Lync Online User Accounts
- Adding User Accounts Using the Online Portal
- Adding User Accounts Using PowerShell
- Adding User Accounts in Bulk
- Preparing Client Systems for Lync Online
- Configuring Federation and Public IM
- Configuring Dial-in Conferencing
- Configuring Lync Properties for User Accounts
- Configuring Lync-to-Phone
- Configuring Exchange UM Integration
- Creating a SIP URI Dial Plan
- Enabling Users for Exchange UM
- Configuring an Auto Attendant Number
- Configuring a Subscriber Access Number
- AD FS Deployment for SSO
- Preparing Systems for AD FS
- Preparing the Network for AD FS
- Installing AD FS Software
- Configuring the First Federation Server in the Farm
- Adding Federation Servers to the Farm
- Verifying That the Federation Service Is Operational
- Federation Server Proxy Configuration
- Verifying That the Federation Proxy Is Operational
- Establishing Trust with Office 365 for SSO
- Installing the Microsoft Online Services Module
- Adding or Converting a Domain for SSO
- Configuring Directory Synchronization
- Lync Hybrid Deployment
- Summary
- Chapter 22. Lync Online and Hybrid Deployments
- Part IX: Lync Server 2013 Clients
- Chapter 23. Mac Client
- Chapter 24. Mobile Clients
- Mobile Clients Overview
- Lync Server 2013 Mobility Technical Review
- Deploying Lync 2013 Mobility
- Certificate and DNS Requirements
- DNS Requirements for Push Notifications
- Certificate Requirements for LyncDiscover
- Federation Requirements for Push Notifications
- Reverse Proxy and Hardware Load Balancer Considerations for Mobility
- Reverse Proxy Certificate Requirements
- Hardware Load Balancer Requirements
- Network and Security Considerations for Mobility
- Firewall Rules Required for Lync Mobile
- Steps to Enable Mobility
- DNS Configuration for the LyncDiscover Service
- Configurations for Proper Certificate Configuration
- Configurations for Push Notifications
- Enable Mobility for Users
- Controlling Functionality with Mobility Policies
- User Policies for Lync Mobile
- Server Policies for Lync Mobile
- Summary
- Chapter 25. Windows Client
- Chapter 26. Browser Client
- Lync 2013 Browser Capabilities
- Lync Server 2013 Web App Technical Review
- Requirements to Deploy Lync 2013 Browser Functionality
- Installing Lync Web App Server
- Configuring Lync Web App
- Enabling Lync Web App Access for Anonymous Users
- Lync Web App Conferencing Policies
- Publishing Lync Web App Service to External Clients
- Operating System Requirements for Lync 2013 Web App Client
- Browser Requirements for Lync 2013 Web App Client
- Summary
- Chapter 27. Lync and VDI
- Part X: Planning for Deployment
- Chapter 28. Planning for Lync Online and Hybrid Deployments
- Comparing Topologies
- Lync Online and Office 365 Subscription Plans
- Planning for Lync Online
- Lync Online Identity Scenarios
- Cloud Identity
- Cloud Identity + Directory Synchronization
- Federated Identity
- Planning Lync Online Administration
- Planning the SIP Namespace
- Planning the Network for Lync Online
- Planning Internet Connection Bandwidth for Lync Online
- Firewall Port Requirements for Lync Online
- DNS Requirements for Lync Online
- Planning for Federation and Public IM
- Planning for Dial-in Audio Conferencing
- Planning for Hosted Voice Using Lync-to-Phone
- Planning for Exchange UM Integration
- Planning for Single Sign-On with AD FS
- Preparing Active Directory for SSO
- Planning Active Directory Federated Services for SSO
- Planning the AD FS Topology
- Choosing the AD FS Database Platform
- Planning for External Access to AD FS
- Planning AD FS Hardware
- Planning AD FS Certificates
- Planning the Network for AD FS
- Planning Browser Support for AD FS
- Planning for Directory Synchronization
- Planning for a Hybrid Deployment
- Summary
- Chapter 29. Virtualization Support
- Chapter 30. Planning for Basic Lync Services
- Determining the Scope of the Deployment
- Determining Your Infrastructure Needs
- Planning for Capacity
- Planning for IM
- Planning for Conferencing
- Planning for Clients and Devices
- Planning for Archiving
- Defining Your Archiving Requirements
- Planning for Management
- Documenting the Plan
- Best Practices
- Summary
- Chapter 31. Planning to Deploy External Services
- Chapter 32. Planning for Voice Deployment
- Chapter 28. Planning for Lync Online and Hybrid Deployments
- Part XI: Endpoints
- Index
Best Practices
The following are the best practices from this chapter:
• Perform an Active Directory Health Check before beginning the upgrade and migration process. Resolve any issues before starting the process.
• Although the Lync Server 2013 Control Panel might seem more familiar at first, there are many functions that can be accomplished only in the Lync Server Management Shell.
• Publish the topology often and after each significant configuration change.
• Ensure that all users and other objects, such as Exchange Unified Messaging (UM) Autoattendant accounts, are migrated to Lync Server before beginning the Lync Server 2010 decomission process.
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