2. Gareth Ireland Senior UC Consultant Microsoft Consulting Services Session Code: UNC303

3. Presentation Outline (hidden slide): Title: Deploying, Administering, and Managing Microsoft Office Communications Server 2007 R2 Technical Level: 300 Intended Audience: IT Pros with responsibility for collaboration & communications Objectives (what do you want the audience to take away from this session): 1. Understand topology changes from OCS 2007 to OCS 2007 R2 2. Understand admin changes/improvements new to R2 3. Understand management changes/improvements in R2 Presentation Outline (including demos): Speakers: complete this slide using the session information found at the speaker portal.

4. Overview OCS 2007 R2 Gets Green OCS 2007 R2 Architecture Deploying OCS 2007 R2 Administering OCS 2007 R2 Managing OCS 2007 R2

6. Business Impact of UC Good for Business. Better for the Earth. Improving Business Outcome by maximizing individual productivity and fostering team collaboration Decreasing Costs by reducing travel, communications and IT costs Protecting the Environment by reducing travel and commuting “ We expect unified communications to increase our ability to move forward faster.” CIO, global business services firm

7. Common UC Business Requirements Reduce operational and travel costs by promoting unified communication as a viable alternative to physical meetings; Eliminate any unnecessary cost, travel, time wastage and risk incurred whilst attending meetings at remote location Meet corporate responsibility by reducing carbon footprint; Increased employee productivity and efficiency through the centralization of user’s communication and collaboration tools ; Provide Mobile conferencing and communication to the workforce; Requirement for ‘Software Powered Voice – drive down cost of existing telephony system; Calendar Integration – Users should be able to schedule and attend live meetings through their primary messaging application, that being Outlook. This will be achieved by installing the Conferencing Add-on for Outlook; The ability to view user connectivity and activity state know as ‘Presence state’

8. Environmental Sustainability Unified Communications Reduces Carbon Emissions & Energy Use Reduce Carbon From Business Travel & Commuting Replace travel & commuting with interactive virtual meetings using web, video and audio conferencing Reduce Carbon from Office Buildings Reduce office space by enabling tele-work and remote working Reduce Power Consumption Reduce electricity consumption through the user of USB phones, which consume far less power than conventional phones “Increasing telecommuting and virtual meetings “could, without any dramatic measures, help to save more than 3 billion metric tons of Co2 emissions in a few decades; this is the equivalent to approximately half the current U.S. Co2 emissions.” The World Wildlife Fund

9. By promoting “anytime, anywhere” work, supported by Microsoft UC, Sprint has shed 3.3 million sq. feet of office space, saving $80 million. It’s saving an additional $9.3 in audio and telephony costs, including $1.5M in energy to replace to replace traditional phone equipment with software-based voice over IP. Renault uses unified communications technologies to offer employees the opportunity to work from home, saving the company potentially up to €20 million (U.S.$27.7 million) a year. Volvo IT estimates that just the Microsoft collaboration products alone save enough travel to eliminate 900 tons of carbon-dioxide emissions per month, and use of those tools is gradually increasing. Environmental Sustainability What Microsoft Customers Are Saying Monsanto promotes Telework to reduce commuting using the Office Communications Server 2007. As a result, employees will save as much as one day every week by not having to face the commute.

11. FederatedCompanyFederatedCompany Exchange 2007 SP1 Exchange Email, Unified Messaging OCS 2007 R2 Roles ActiveDirectoryActiveDirectory Information Worker (UC endpoints) RemoteUsersRemoteUsers MediationServerMediationServer Front End Back End SQL Database Registrar, Proxy, Presence Response Group ManagementManagement A/VMCUA/VMCU Audio, Video A/V Edge Access Edge SIP/MediaTranslation Web Conf MCU MCU Slide/MeetingContent Web Edge CWAServerCWAServer Communicator Web Access Reverse Proxy ABS,DL,Content Archiving Monitoring Group Chat Communicator Phone Edition Meeting Console Communicator App Share MCU MCU DesktopSharing IP PBX TDMPBX PSTNGW SIP Trunk PSTN and Mobile Phones PSTN and Mobile Phones MOMMMCWMI AttendantConsole

13. Environmental Requirements AD Forest/Domain level: Windows Server 2003 SP1 or R2 and 2008 supported Forest must be raised to Windows Server 2003 functional level Applies to every domain that will have OCS 2007 R2 servers or users Domain must be at Windows Server 2003 Domain Functional Level Does not use Read only domain controllers. The Active Directory topologies supported by Office Communications Server are as follows: Single forest with single domain Single forest with a single tree and multiple domains Single forest with multiple trees and disjoint namespaces Multiple forests in a central forest topology Multiple forests in a resource forest topology Domain Naming Service

14. Environmental Requirements Certificate Infrastructure (PKI) Certificates issued from an internal CA Windows Server 2008 CA Windows Server 2003 SP1 Enterprise CA (recommended) Windows Server 2003 SP1 Standalone CA (supported, but not recommended) Certificates issued from a public CA Firewalls – Internal and External Load Balancers – Enterprise Pools

15. Software Requirements OS - x64 only Windows Server 2003 x64 SP2 Windows Server 2008 x64 SQL Server 2005 SP2 (SP3) and SQL Server 2008 Exchange UM: Exchange 2007 SP1 or Exchange 2010

16. OCS 2007 R2 – Server Virtualization Support For which workloads? Presence / Instant Messaging Group Chat Enterprise Edition Roles Front-End Servers Back-End Servers Group Chat Channel Servers Group Chat Compliance Servers Edge Access Servers IM Conferencing Archiving Server* Monitoring Server (CDR only)* * Supported on physical machine only Specifically, voice, video, live meeting and desktop sharing workloads cannot be part of the virtualized deployment.

17. Virtualization Supported Platforms Virtualization platforms Microsoft Hyper-V Certified platforms in the Server Virtualization Validation Program (SVVP) Current products include Cisco, VMware, Citrix and SUSE Linux Windows Server 2008 SP1 x64 SQL Server 2008 x64 Office Communications Server 2007 R2

18. Hardware Recommendations for enterprise edition x64 capable hardware required Front-end server x64 Dual Quad-Core CPU, or 4 way Dual-Core CPU 8 GB Memory 10K rpm disk drives Back-end SQL server x64 Dual Quad-Core CPU, or 4 way Dual-Core CPU 16 GB Memory 10K or 15K rpm disk drives (multiple spindles) Other servers use Front-end or Back-end spec as appropriate

19. Recommended 2007 R2 Topology Enterprise Consolidated topology Primary supported topology Consolidated Edge Server New Monitoring Server (CDR and QoE) Dedicated Archiving Server Why? Simplifies Office Communications Server deployments Uses fewer, more powerful systems (64 bit) Co-locate more server roles Meets requirements for CDR, Archiving, and QoE Maintains flexibility

20. 2007 R2 Enterprise Consolidated Topology Consolidated Edge Perimeter Network (DMZ) External Clients Internal Network Group Chat Enterprise Consolidated pool Consolidated Front-end servers SQL Mediation Server Monitoring Server Back-end server Communicator Web Access SQL Archiving Server SQL Internal Clients

21. Secondary Topologies Standard Edition (single server) Bundled with SQL Server Express 2005 SP2 (SP3) Expanded Enterprise Edition Supported - Command line only setup

22. Choosing 2007 R2 Topology Topology Choice Users High Availability Comments 2007 R2 Standard Edition Up to 5,000 No Simplest deployment, lacks HA 2007 R2 Enterprise Edition Consolidated Up to 100,000* Yes Recommended topology, simplified deployment (from 2007), HA, Scale. 2007 R2 Enterprise Edition Consolidated (IM only) Up to 200,000* Yes IM only deployment 2007 R2 Enterprise Edition Expanded Up to 125,000 Yes Special situations only: Examples: - Lots of web conf, no A/V

23. 2007 R2 Topology changes Scenario Server Roles Needed Changes from 2007? Pilot or small deployments Standard Edition (no HA) None IM /Presence Front-end server role Back-end server role None Conferencing Web Conferencing Server Role Audio/Video Server Role Web Components Server Role None Voice Audio/Video Server Role Mediation Server Role None External Access Director (optional) Consolidated Edge Server Director unchanged (optional) 2007 R2 Edge combines multiple 2007 roles on single server Monitoring Monitoring Server combined CDR (call detail records) and voice quality data (QoE)

24. 2007 R2 Topology changes Scenario Server Roles Needed Changes from 2007? Archiving Archiving Server Role Archiving Database Only archives IM messages (2 way, group). Call detail records (CDRs) moved to Monitoring Server role. Web Access Communicator Web Access (CWA) Newly added cross-platform support (Firefox, Safari) etc. Application sharing App Sharing Server Role CWA for cross-platform support New in 2007 R2 Group chat Group Chat Database Channel Server Role Lookup Server Role New in 2007 R2 Unified Communications Applications Server Role (UCAS) Available Applications: Response Group Service Response Group Service Conferencing Auto Attendant Conferencing Auto Attendant Conference Announcement Conference Announcement Mobile Communicator Express Mobile Communicator Express New in 2007 R2

25. Putting it all together

26. Deployment Planning Decide which features are required (new) IM/Presence, Peer-to-peer audio/video, HD Video Group Chat Enterprise Voice (Standalone or Co-existence), Response Group Service, Delegation, Attendant Console Conferencing, Dial-in PSTN Conferencing, Reach Application Sharing External Access (Edge) Compliance requirements for IM and conferencing Voice/media quality monitoring & reporting (QoE) Communicator Web Access

27. Voice Presence/IM OCS 2007 R2 Feature Set Overview Conferencing Developer Manageability Outside Access Web Conferencing Audio/Video Conferencing PSTN Conferencing High Availability Dial in Conferencing Rich Presence Rich Access Control Group IM Web Conferencing Edge Server Audio/Video Edge Server Federated Conferencing Securing Enhanced Federation Securing Enhanced Federation Guided Setup MMC Status Policy Meeting Statistics Compliance PSTN connectivity (Mediation Server) Exchange UM integration Inbound Routing Dial Plans & Outbound Routing Call Statistics Team Call Response Group Call Delegation Music on Hold Communicator Web Access AJAX APIs – Presence UCMA

28. Key Features  Support for VGA and 720p HD for peer-to-peer video on capable PCs  Resolution setting can be configured by either IT or users Collaborating users can easily use off the shelf web cams to participate in video communications Higher Definition Video High quality video conferencing VGA Video HD Video  640 x 480  25 fps max  600 kbps max bandwidth (not including audio)  Requires dual-core PC on both ends (even if video is just one-way)  Peer-to-peer only  1280 x 720 (720p)  25 fps max  1.5 Mbps max bandwidth (not including audio)  Requires quad-core PC on both ends (even if video is just one-way)  Peer-to-peer only

29. Communicator Mobile In Action Same look and feel and contact list as desktop client Mobile device optimized features (current conversations shown as example) Conversation window Search integrated into organization’s corporate directory Access multiple forms of communication with a contact, including via the mobile phone from the same interface

30. Communicator Web Access (CWA) CWA is a web client for Microsoft Office Communication server providing IM, Presence, Desktop Sharing, and Audio features. No downloads are required except for hosting desktop sharing! Customers/ Partners who are not part of OCS deployment but need to collaborate with OCS client users can do that using CWA. Anywhere Access - Users who are away from the office can stay connected. Locked down IT environment Platform Independent – Users can use CWA from non-windows operating systems. (Mac, Firefox)

31. CWA 2007 R2 High Level Feature Set Conferencing Desktop Sharing Anonymous users support IM & Presence & DG Instant Messaging Rich Presence IM Conferencing Distribution Group support Audio “Dial-out” Conference Audio Customization Extensible Tabs, Login, Menu items

32. Group Chat Group Chat enables users to engage in persistent, ongoing IM conversations. Group Chat differs from group IM in that the latter is not persistent. After a group IM session has ended, its state is lost. With Office Communications Server 2007 R2 Group Chat, however, the conversation persists, along with all files, Web links, and other associated data.

33. Group Chat Group chat enables people to carry on topic-specific, multi-party discussions that persist over time - leading to better team information sharing

34. Desktop Sharing Desktop sharing enables users to transmit a view of their desktop to others. Office Communications Server 2007 R2 introduces desktop sharing in both Office Communicator 2007 R2 and the Office Communicator Web Access client. Users can initiate desktop sharing when it is enabled for any conference hosted by the server.

35. Live Meeting 2007 Console One Experience across OCS Server and Live Meeting 2007 Service Same Meeting Client One binary – One install (separate from Communicator) Same user-experience Same brand: Live Meeting Seamless Functionality (on-premise) Works with the server in your company Permit anonymous join to allow anyone to join Works by federation with other companies Works with Live Meeting 2007 service with anyone

36. Using Integrated Scheduling Outlook Add-ins Provide Scheduling for both server and service Integration with the Outlook ribbon

37. Rich Media In LiveMeeting Client Voice and Video In Meeting

38. Dial-in Conferencing Enables users to join an audio/video conference by dialling in using a telephone on the PSTN. Dial-in conferencing requires that you deploy the Conferencing Attendant and Conferencing Announcement Service applications when you deploy Office Communications Server 2007 R2 internally. Conferencing Attendant provides audio conferencing capabilities to phone users without requiring your organization to employ the services of a third-party Audio Conferencing Provider. Conferencing Announcement Service produces tones that signal when users enter or leave a conference as well as notifications to phone users when they are muted or un-muted. Dial-in conferencing also requires that the 2007 R2 release of Communicator Web Access be installed to provide the Dial-in Conferencing Web page, which users can access to manage their “reservationless” meeting information and personal identification number (PIN)

39. Enterprise Voice Capabilities Party-to-party voice calls across firewalls and to/from PSTN/PBX Rich presence aware inbound routing, integration with Exchange UM Smart outbound routing and PBX dial-plan integration Voice features at your fingertips in the best client, Microsoft Office Communicator 2007 Continuity of experience across multiple devices Centralized Administration, per-call signaling and media statistics People-centric, presence enabled, multi-modal communications experience

40. Call Delegation Enables managers to delegate phone-call handling to one or more administrative assistants or other delegates. When a delegate answers a call, the manager is notified that the call has been answered, and the name of the delegate who answered is provided.

41. Team Call Makes it possible to forward incoming calls to a defined team. When a team-call group receives a forwarded call, each member’s phone rings, and all members can see who forwarded the call. When a team member answers the call, the phones of all other members stop ringing.

42. Response Groups Enables administrators to create and configure one or more small response groups for the purpose of routing and queuing incoming phone calls to one or more designated agents. These response groups can be deployed in departmental or workgroup environments and in entirely new telephony installations.

43. Deployment Planning Site Analysis How many sites? How many users in each site? What features are needed per site? What is the usage model for features at a site? Do you require HA? Compliance requirements for IM and conferencing What is the bandwidth available at each site? Deployment Path Migration or new deployment? Migration from which version? 2005 SP1 or 2007?

44. OCS 2007 R2 Planning Tool

45. Migration to OCS 2007 R2 –phased migration 1.Active Directory global settings to configuration container (optional but recommended) 2.Deploy an Office Communications Server 2007 R2 pool 3.Deploy 2007 R2 release of Office Communicator Web Access (optional) 4.Upgrade Edge Servers 5.Upgrade directors 6.Upgrade Mediation Servers (if exist) 7.Move users to the new pool 8.Upgrade clients

46. Side-by-Side Migration Deploy a parallel R2 infrastructure Deploy R2 pool in parallel to existing OCS 2007 deployment Move users gradually to R2 pool Validate R2 deployment Decommission OCS 2007 servers Minimal service outage Additional hardware required Recommended for enterprise deployments

47. Export / "Big Bang" Migration Export data – new install option Export user’s buddy list data with DBImpExp.exe utility Deploy OCS 2007 R2 Import buddy list back in with DBImpExp.exe utility Service outage May not require additional hardware May require upgrades to existing hardware Recommended if no additional hardware is available, or service outage is acceptable

48. Client Migration Overview Client Migration overview Older clients work with newer server (N-1 Client support) All existing client features will work with upgraded server New features (for example Attendant Console) require client and server to be upgraded Client migration strategy Migrate server components first Move users to R2 pool Migrate clients

49. Supported Clients/Endpoints Office Communicator 2007 R2 Office Communicator 2007 Office Communicator 2005 (only through federation) Communicator Attendant Console Communicator Web Access Communicator Mobile R2 Live Meeting 2007 Group Chat Console Communicator Mobile for Java Communicator Phone Edition

51. A day in the life of an IT Administrator 9:00 AM Move, add and change communication configurations Roll out new updates for software clients and devices Troubleshoot alerts and help desk tickets Troubleshoot alerts and help desk tickets Review Voice Quality and usage trends with the CIO

52. Centralized Configuration Single administrative console Microsoft Management Console is the single console needed to administer users and server resources. The same console can be used for managing other Microsoft server products, including Microsoft Exchange 2007. MMC can be installed on any other computer to enable you to remotely administer Office Communications Server.

53. Centralized Configuration Moves, Adds and Changes (MACs) User provisioning tasks can be performed on a per- user basis or in bulk via the management console (MMC) as well as with scripts. Moves: Complexity and cost of moving a telephony user from one location to another is eliminated Adds: Bulk provisioning and policy templates make “adds” very quick. Changes: Offers default template policies and wizards for making changes faster.

54. Centralized Configuration Predefined policy templates and intuitive wizards Office Communications Server enables you to set policies at forest level enterprise pool level per user R2 offers several customizable policy templates Settings and policies can be configured via intuitive wizards Or use WMI to configure policies through a simplified interface

55. 11:00 AM Move, add and change communication configurations Roll out new updates for software clients and devices Troubleshoot alerts and help desk tickets Troubleshoot alerts and help desk tickets Review Voice Quality and usage trends with the CIO A day in the life of an IT Administrator

56. Integrated Client Management Version control and automatic updates of clients Office Communications Server empowers you to control supported versions of any endpoints/clients Block unsupported clients Enforce automatic update of older clients Graceful end user experience for updates

57. Integrated Client Management Device updates and inventory management Integrated management console helps you manage firmware versions on Office Communicator Phone Edition and Round Table devices. Audit logs of update activity can also be used for device inventory management Test a particular update on a single device before deploying it widely Roll back an already deployed firmware update on demand

58. Environmental Dependencies AreaPhone Edition RoundTableRoundTable Notes DHCPXX Can use static IP address DNSXX Can use static DNS Server NTPXN/A Sets time via PC CertificatesXN/A Exchange 2007XN/A Update ServerXX Can be upgraded from PC Need to configure it for Update Server

59. Device Updates Windows app Ability to efficiently manage device updates

60. Upload CAB files You can upload CAB files to the update images file share through the Tools menu

61. Manage updates You can either approve or reject the updates based on testing the updates

62. Rollback images You can roll back approved image for a given model Devices get new approved image version on next contact

63. Test Devices You may test the newly uploaded images on individual devices based on the serial number or a MAC address

64. Logging Update Activity Device Inventory Management: Device Update Audit logs can be used to track inventory of devices

66. A day in the life of an IT Administrator 2:00 PM Move, add and change communication configurations Roll out new updates for software clients and devices Troubleshoot alerts and help desk tickets Troubleshoot alerts and help desk tickets Review Voice Quality and usage trends with the CIO

67. Comprehensive Monitoring Systems Center Operations Manager 2007 Office Communications Server 2007 R2 offers a revised management pack for Systems Center Operations Manager 2007, with following enhancements Native Operations Manager 2007 Management Pack Event based alerts Performance collection and threshold alerting Stateful QoE monitoring with discovery of components and network locations

68. Comprehensive Monitoring

69. Voice Quality Analysis / Reporting Software Powered VoIP – changes the monitoring story Adaptive software end-points Effective even with some packet loss/payload degradation Incorporates application layer intelligence (in addition to network layer) Reduces need for expensive, state aware network management Quality of Experience – a new approach to voice quality A comprehensive, user-focused approach Accounts for smart, adaptive software end-points New metrics that go beyond measuring network parameters Available after every call

70. Voice Quality Analysis / Reporting Collects metrics without network probes or sniffers Devices automatically send a report after every call 30+ metrics collected about each call MOS metrics calculated to reflect actual user experience Context metrics for scenario correlation Metrics collected for Mediation Server to Gateway leg Rich reporting built on Microsoft SQL Server Reporting Services Drill down reports: Call metrics, network & server performance, devices, usage, etc. Alerting on VoIP quality problems with SCOM 2007 management pack

72. Call to Action Learn More! Related Content at TechEd on “Related Content” Slide Attend in-person or consume post-event at TechEd Online Check out online learning/training resources http://technet.microsoft.com/exchange/2010 http://technet.microsoft.com/office/ocs Try It Out! Download the Exchange Server 2010 Beta Evaluation http://www.microsoft.com/exchange/2010/try-it Get a 5-Day Trial of Office Communications Server 2007 R2 https://r2.uctrial.com/

73. www.microsoft.com/teched Sessions On-Demand & Community http://microsoft.com/technet Resources for IT Professionals http://microsoft.com/msdn Resources for Developers www.microsoft.com/learning Microsoft Certification and Training Resources www.microsoft.com/learning Microsoft Certification & Training Resources Resources

74. Related Content Breakout Sessions: UNC305 - Microsoft Office Communications Server 2007 R2 Dial-in Audio Conferencing UNC305 - Microsoft Office Communications Server 2007 R2 Dial-in Audio Conferencing UNC302 - Managing the Response Group Service in Microsoft Office Communications Server 2007 R2 UNC302 - Managing the Response Group Service in Microsoft Office Communications Server 2007 R2 UNC306 - Planning Voice Deployments for Microsoft Office Communications Server 2007 R2 UNC306 - Planning Voice Deployments for Microsoft Office Communications Server 2007 R2 Whiteboard Sessions: WTB231 - Planning and Configuring Remote Connectivity for Office Communication Server 2007 R2 with Exchange Unified Messaging Integration WTB231 - Planning and Configuring Remote Connectivity for Office Communication Server 2007 R2 with Exchange Unified Messaging Integration WTB221 - Q&A: Troubleshooting Issues in Office Communications Server 2007 R2 WTB221 - Q&A: Troubleshooting Issues in Office Communications Server 2007 R2

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76. © 2009 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.