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Planning for Clients and Devices in
Microsoft Lync Server 2010 (Release
Candidate)
Published: September 2010
This document is provided “as-is”. Information and views expressed in this document, including
URL and other Internet Web ...
Contents
Planning for Clients and Devices in
  Lync Server 2010 (Release Candidate)..........................................
Planning for Clients and Devices in
Lync Server 2010 (Release Candidate)
The topics in this section describe how to plan f...
Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate)
Client Configuration
In Microsoft Lync ...
Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate)
Lync 2010 Setup Executable
In earlier v...
Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate)

Use the following table to help you de...
Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate)
Enhanced Presence Privacy
With Lync Ser...
Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate)
Changing User Photo Default Options
You...
Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate)
a per-user basis, so you can choose to ...
Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate)



Client Comparison Tables
The followi...
Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate)
Contacts and Groups Support in Lync Ser...
Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate)

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Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate)

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Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate)

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Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate)

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Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate)

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Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate)


Mobile Access Support in Lync Server ...
Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate)



Client System Requirements
This sect...
Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate)

System component                      ...
Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate)

System component                      ...
Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate)

System component                      ...
Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate)
    Notes:

    •    Microsoft Silverli...
Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate)
Some of these policies are client boots...
Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate)

Group Policy setting                  ...
Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate)


Key In-Band Settings
The in-band prov...
Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate)
    Note:
    A policy is applied to us...
Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate)


Overview of Lync Server 2010 Control ...
Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate)

Group                                 ...
Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate)
specific extensions. For details, see F...
Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate)
Voice Policy
When Enterprise Voice is e...
Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate)
Voice Features: Unassigned Number Optio...
Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate)
Response Group: Queue Options

Option  ...
Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate)
For details about managing conferencing...
Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate)

Option                                ...
Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate)

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Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate)

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Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate)

Provider
Use the Provider page to crea...
Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate)
Client Version Policy: Edit Global page...
Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate)
Use the Client Version Configuration pa...
Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate)

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Planning for clients and devices lync server 2010 (rc)
Planning for clients and devices lync server 2010 (rc)
Planning for clients and devices lync server 2010 (rc)
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Planning for clients and devices lync server 2010 (rc)
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Planning for clients and devices lync server 2010 (rc)
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Planning for clients and devices lync server 2010 (rc)
Planning for clients and devices lync server 2010 (rc)
Planning for clients and devices lync server 2010 (rc)
Planning for clients and devices lync server 2010 (rc)
Planning for clients and devices lync server 2010 (rc)
Planning for clients and devices lync server 2010 (rc)
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Planning for clients and devices lync server 2010 (rc)
Planning for clients and devices lync server 2010 (rc)
Planning for clients and devices lync server 2010 (rc)
Planning for clients and devices lync server 2010 (rc)
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Planning for clients and devices lync server 2010 (rc)

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Transcript of "Planning for clients and devices lync server 2010 (rc)"

  1. 1. Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate) Published: September 2010
  2. 2. This document is provided “as-is”. Information and views expressed in this document, including URL and other Internet Web site references, may change without notice. You bear the risk of using it. Some examples depicted herein are provided for illustration only and are fictitious. No real association or connection is intended or should be inferred. This document does not provide you with any legal rights to any intellectual property in any Microsoft product. You may copy and use this document for your internal, reference purposes. This document is confidential and proprietary to Microsoft. It is disclosed and can be used only pursuant to a non-disclosure agreement. Copyright © 2010 Microsoft Corporation. All rights reserved. Microsoft, Active Directory, ActiveSync, ActiveX, Excel, Forefront, Groove, Hyper-V, Internet Explorer, Lync, MSDN, MSN, OneNote, Outlook, PowerPoint, RoundTable, SharePoint, Silverlight, SQL Server, Visio, Visual C++, Windows, Windows Media, Windows PowerShell, Windows Server, and Windows Vista are trademarks of the Microsoft group of companies. All other trademarks are property of their respective owners.
  3. 3. Contents Planning for Clients and Devices in Lync Server 2010 (Release Candidate)....................................................................................1 Planning for Clients..................................................................................................................1 What's New in Client Deployment.........................................................................................1 Deciding Which Clients To Deploy........................................................................................6 Client Comparison Tables.....................................................................................................8 Client System Requirements...............................................................................................16 Lync 2010 and Online Meeting Add-in for Microsoft Lync 2010 System Requirements...16 Lync Server 2010 Attendant System Requirements........................................................18 Lync Web App Supported Platforms................................................................................19 Key Client Policies and Settings.........................................................................................20 Client Configuration Overview.............................................................................................23 Planning for Client Migration...............................................................................................41 Client Planning Steps during Migration............................................................................41 Migration Considerations for Meetings............................................................................43 Client Version Check.......................................................................................................46 Migrating User Settings to Lync Server 2010...................................................................48 Planning for Devices..............................................................................................................55 Devices in Lync Server.......................................................................................................56 What's New for Devices......................................................................................................57 Choosing New Devices.......................................................................................................59 Desk Phone Comparison Table.......................................................................................62 Common Area Phone and Conferencing Device Comparison Table................................63 Planning to Deploy Devices................................................................................................64 Supported Topologies for Devices...................................................................................64 Required Lync Server 2010 Components for Devices.....................................................65 System and Infrastructure Requirements for Devices......................................................67 Deployment Guidelines and Process for Devices............................................................71 Planning to Manage and Troubleshoot Devices..................................................................73 Tools and Services for Managing and Troubleshooting Devices......................................73 Updating Devices............................................................................................................75 Monitoring and Troubleshooting Devices.........................................................................78 Common Area Phone Configuration...................................................................................79 Analog Gateway and Device Configuration.........................................................................82 Compatibility and Integration..................................................................................................85 Client Interoperability..........................................................................................................86 Lync 2010 Compatibility......................................................................................................90 Lync 2010 Integration..........................................................................................................93
  4. 4. Planning for Clients and Devices in Lync Server 2010 (Release Candidate) The topics in this section describe how to plan for Microsoft Lync Server 2010 communications software clients and devices on your network. • Planning for Clients • Planning for Devices • Compatibility and Integration Planning for Clients The topics in this section discuss planning considerations for deploying Microsoft Lync Server 2010 communications software clients. Whether you are deploying a new Lync Server 2010 installation or migrating from a previous Office Communications Server deployment, these topics provide important client planning information. For details about planning for client deployment in a migration scenario, see Planning for Client Migration. • What's New in Client Deployment • Deciding Which Clients To Deploy • Client Comparison Tables • Client System Requirements • Key Client Policies and Settings • Client Configuration Overview • Planning for Client Migration What's New in Client Deployment This section discusses new client and server features you should be aware of when planning for deployment. Important changes or enhancements are available in the following areas: • Client configuration • Installation and updates • Alternate meeting clients for users without Microsoft Lync 2010 communications software installed • Enhanced presence privacy • Manager/delegate scenario changes • Lync 2010 User Photo options
  5. 5. Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate) Client Configuration In Microsoft Lync Server 2010, the Group Policy settings used in previous Office Communications Server releases are now controlled by in-band provisioning client policies that are server-based. In-band provisioning settings are managed by using the Lync Server Control Panel, the Windows PowerShell command-line interface, or both. These tools replace the Windows Management Interface (WMI) snap-in used to manage policy settings in earlier versions of Office Communications Server. For example, in Office Communications Server 2007 R2, you could use Group Policy to override conferencing policies for specific users. In Microsoft Lync Server 2010, you can centrally manage all policy settings and apply them at the global level, site level, or tag level (tags are settings that can be applied to a single user or to a group of users). If you have an existing Office Communications Server 2007 R2 deployment, Office Communications Server 2007 R2 clients will continue to use Group Policy during side-by-side migration. However, if you want policy settings to carry over to Lync Server 2010 clients, you need to configure the equivalent Lync Server 2010 in-band provisioning settings. Comparison of In-band Provisioning Settings and Group Policy Settings In-band provisioning settings Group Policy settings Administrators can handle all client Administrators must often work with other configuration tasks in a single location, using a departments in the organization (for example, single user interface. administrators who manage Active Directory Domain Services (AD DS) or messaging) in order to configure clients. Settings can be configured at the global (that is, Settings can only be configured at the global domain or organizational unit), site, or tag level. and user levels. Tags are settings that can be applied to a single user, or to a group of users. In-band provisioning settings that are server- Group Policy settings that are distributed by based provide a consistent end-user using Active Directory require that users be experience for people who are not joined to the connected to the corporate domain using a corporate domain, or who join using devices or computer. remote clients. Settings take effect immediately. Users must sign out of Windows and then sign back in for settings to take effect. In-band provisioning settings that are server- Client applications could be modified by a based help make clients secure because they malicious user. do not depend on the client application to enforce the policy. Installation and Updates New features related to installation and updates are the distribution of setup as an executable file, and the addition of update link options to Lync Server 2010 Client Version Check. 2
  6. 6. Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate) Lync 2010 Setup Executable In earlier versions of Microsoft Communicator, setup was provided as an installer (.msi) package. In Lync 2010 and the Microsoft Lync 2010 Attendee the setup files are provided as executable (.exe) programs. The Microsoft Silverlight browser plug-in, which is a prerequisite for Lync Web App, is also installed by using an .exe program. You can either deploy Silverlight for Lync Web App users, or allow users to install Silverlight upon first use of Lync Web App when prompted. If you want to use Group Policy to deploy these applications, you must prepare the files for Windows Installer by creating a .zap file. For details, see "Packaging Software for Deployment" at http://go.microsoft.com/fwlink/?LinkId=201091, and "Step-by-Step Guide to Software Installation and Maintenance" at http://go.microsoft.com/fwlink/?LinkId=201092. Client Version Update Options Lync 2010 clients can now receive updated software from Windows Server Update Service (WSUS) or Microsoft Update instead of from a location hosted on Lync Server 2010. When you set a Client Version Policy for Lync 2010, the options Allow with upgrade and Block with upgrade are still available. However, you no longer need to specify a location on the server for updated software. Instead, if you are using WSUS, clients receive updates from WSUS. Otherwise, clients receive updates from Microsoft Update. Alternate Meeting Clients Users without Lync 2010 installed can take advantage of the enhanced conferencing and collaboration features of Lync Server 2010 by using either Lync Web App or the Lync 2010 Attendee. In addition, you can determine which clients are available to users by configuring the meeting join page. Using Alternate Meeting Clients You can provide users who don’t have Lync 2010 installed with the following options for joining Lync Server 2010 meetings: • Lync Web App • Lync 2010 Attendee • Microsoft Office Communicator 2007 R2 or Microsoft Office Communicator 2007 3
  7. 7. Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate) Use the following table to help you decide which of these clients is appropriate for your users and your organization: Conferencing Client Comparison Chart Feature or requirement Microsoft Lync Web Microsoft Lync 2010 Microsoft Office App Attendee Communicator 2007 R2 or Microsoft Office Communicator 2007 Web application Yes No No Deployment or Silverlight Client application Not applicable installation (includes Silverlight requirements installation) New Lync Server 2010 Yes1 Yes No conferencing features Dial-in conferencing Yes2 Yes2 Office Communicator 2007 R2 only Integrated IP audio No Yes Yes and video Anonymous join by Yes Yes Federated only federated or external users Authenticated join by Yes Yes, if already Yes internal users signed in with an earlier client Authenticated join by Yes No No external users 1 All features are available except uploading files that are created using Microsoft PowerPoint presentation graphics program. Installation of a Microsoft ActiveX control is required for desktop or application sharing. 2 Dial-out conferencing is also supported (that is, if it is enabled). Configuring the Meeting Join Web Page You can control the clients that are available for joining scheduled Lync Server 2010 meetings by configuring the meeting join page. A user who tries to join a meeting but does not have Lync 2010 installed is presented with the meeting join web page, which provides access to Lync Web App, Lync 2010 Attendee, or Office Communicator 2007 R2. You can configure the client options that display on this page. For example, if you prefer not to deploy Lync 2010 Attendee, you can remove the download link from the meeting join page. For details about configuring the meeting join web page, see Migration Considerations for Meetings. 4
  8. 8. Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate) Enhanced Presence Privacy With Lync Server 2010 enhanced privacy mode, a user’s presence is visible to contacts in his or her contact list but not to other people in the company. Important: Do not enable this feature until all users in a given pool have been migrated to Lync 2010. If earlier client versions are present within the pool, privacy management options can be compromised or reset. Manager/Delegate Scenario Changes Lync 2010 fully supports the manager/delegate scenario. Microsoft Lync 2010 Attendant supports the receptionist scenario only. For the manager/delegate scenario, both manager and delegate must be signed in with the Lync 2010 client. Lync 2010 Recording The recording feature allows presenters to record all aspects of a Lync 2010 session including who attended, audio, video, and content such as instant messaging (IM) conversations, application sharing, PowerPoint presentations, handouts, and whiteboards. By default, the ability to record is turned off. Recording can be enabled by configuring the recording conferencing policy. For details, see the "Conferencing" section in Client Configuration Overview. Lync 2010 User Photo Options Lync 2010 supports display of user pictures. This section lists the default user photo options, and then describes how you can modify these defaults by using the Lync Server 2010 Management Shell. By default, Lync 2010 users can access the following three choices by clicking Options, and then clicking My Picture. Default Options for My Picture in Lync 2010 Option Description Do not show my picture The user’s picture is not shown. Default corporate picture Shows the user picture in AD DS. Show a picture from a web address The picture must meet the following criteria: • On a web server that does not require authentication • 30 KB or less in size If you plan to allow the Default corporate picture option, verify that user pictures are present in AD DS before deploying Lync 2010. If you plan to allow the Show a picture from a web address option, be aware that users must already have a personal picture on a public web site such as Windows Live Essentials, Flickr, or Facebook. For details, see the Lync 2010 Help for this option. 5
  9. 9. Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate) Changing User Photo Default Options You can change what users see on the My Picture tab by using the Windows PowerShell cmdlet New-CSClientPolicy. The following table shows the relevant parameters. CSClientPolicy User Photo Options CSClientPolicy parameter Description DisplayPhoto Specify one of the following command-line options: • NoPhoto Photos are not displayed in Lync 2010. • PhotosFromADOnly Only photos that have been published in Active Directory can be displayed. • AllPhotos (default) Either Active Directory or custom photos can be displayed. MaxPhotoSizeKB Indicates the maximum size (in kilobytes) for photos displayed in Lync 2010. Setting the MaxPhotoSize to 0 prevents any photos from being displayed in . The default value is 30 kilobytes. For details, see the Command-line Reference documentation. Deciding Which Clients To Deploy Microsoft Lync Server 2010 communications software supports several types of client software that you can deploy to your organization’s users, including computer-installed client software, web-based clients, and mobile devices. This topic outlines the different clients that you can use. For a detailed comparison of the features provided by different clients, see Client Comparison Tables. Microsoft Lync 2010 Microsoft Lync 2010 is the default client for Lync Server 2010 meetings. Features include presence, contact management, instant messaging (IM), telephony, and greatly enhanced conferencing. To implement the manager/delegate scenario with Lync 2010, both manager and delegate need to install and use Lync 2010. Microsoft Lync 2010 Attendee Microsoft Lync 2010 Attendee is a rich conferencing client that allows users without Lync 2010 installed to fully participate in Lync Server 2010 meetings. Lync 2010 Attendee can be installed on 6
  10. 10. Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate) a per-user basis, so you can choose to selectively deploy this client during migration, or you can allow users to download and install it as needed. For details about how to control the conferencing client choices that appear on the online meeting join page, see the “Configuring the Meeting Join Web Page” section in Migration Considerations for Meetings. Microsoft Lync Web App Microsoft Lync Web App is a web-based conferencing client that supports most Lync 2010 collaboration and sharing features, as well as presenter meeting controls and dial-in and dial-out voice conferencing. For users who do not have Lync 2010 installed, you can offer this conferencing option when it is not practical or possible to install Lync 2010 Attendee. For details about how to control which client options appear on the meeting join page, see the “Configuring the Meeting Join Web Page” section in Migration Considerations for Meetings. Microsoft Lync Server 2010 Attendant Microsoft Lync 2010 Attendant is an integrated call management application that enables a receptionist to manage multiple conversations at once through rapid call handling, IM, and on- screen routing. Lync 2010 Attendant no longer supports the manager/delegate scenario. Both manager and delegate must have Lync 2010 installed to access these features. Microsoft Lync 2010 Mobile Microsoft Lync 2010 Mobile provides IM, enhanced presence, and telephony for users in your organization who are connecting from a smartphone or a phone running a Professional edition of Windows Mobile. Microsoft Lync 2010 Phone Edition Microsoft Lync 2010 Phone Edition is software that runs on intelligent Internet Protocol (IP) phones (for example, USB-attached phones), and supports placing and receiving calls, enhanced presence, and client audio capabilities for conferences. Online Meeting Add-in for Microsoft Lync 2010 The Online Meeting Add-in for Microsoft Lync 2010 supports meeting management from within Outlook. This software is installed automatically with Lync 2010. 7
  11. 11. Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate) Client Comparison Tables The following tables compare the features and capabilities of Microsoft Lync Server 2010 communications software clients in the following categories: • Presence • Contacts and groups • Instant messaging • Conferencing • Telephony • External user support • Mobile access • Archiving and compliance Enhanced Presence Support in Lync Server 2010 Clients Online Meeting Microsof Add-in Microsof Microsoft Microsof t Lync for Microsof Microsof t Lync Lync t Lync 2010 Microsof t Lync t Lync 2010 2010 2010 Phone t Lync Messenger Feature/capability 2010 Web App Attendee Attendant Mobile Edition 2010 for Mac 7 Publish and ● ● ● ● view status View status ● ● ● ● based on calendar free/busy information View status ● ● ● ● notes and out- of-office messages Add a custom ● ● location Add a custom ● ● ● note 8
  12. 12. Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate) Contacts and Groups Support in Lync Server 2010 Clients Online Meeting Microsof Add-in Microsof Microsoft Microsof t Lync for Microsof Microsof t Lync Lync t Lync 2010 Microsof t Lync t Lync 2010 2010 2010 Phone t Lync Messenger Feature/capability 2010 Web App Attendee Attendant Mobile Edition 2010 for Mac 7 View contact ● ● ● ● ● list Modify contact ● ● ● ● ● list Tag contacts ● ● ● Control privacy ● ● ● relationships Search ● ● ● ● ● corporate address book Search ● ● ● Microsoft Outlook contacts Manage ● ● ● contact list groups Expand ● ● ● ● ● distribution groups Search for ● ● ● Response Groups Display recent ● ● ● contacts group Display current ● ● ● ● conversations group 9
  13. 13. Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate) Online Meeting Microsof Add-in Microsof Microsoft Microsof t Lync for Microsof Microsof t Lync Lync t Lync 2010 Microsof t Lync t Lync 2010 2010 2010 Phone t Lync Messenger Feature/capability 2010 Web App Attendee Attendant Mobile Edition 2010 for Mac 7 View contact ● ● ● ● ● list Online Meeting Microsof Add-in Microsof Microsoft Microsof t Lync for Microsof Microsof t Lync Lync t Lync 2010 Microsof t Lync t Lync 2010 2010 2010 Phone t Lync Messenger Feature/capability 2010 Web App Attendee Attendant Mobile Edition 2010 for Mac 7 Display ● ● alternate contact views (for example, tile) Instant Messaging (IM) Support in Lync Server 2010 Clients Online Meeting Microsof Add-in Microsof Microsoft Microsof t Lync for Microsof Microsof t Lync Lync t Lync 2010 Microsof t Lync t Lync 2010 2010 2010 Phone t Lync Messenger Feature/capability 2010 Web App Attendee Attendant Mobile Edition 2010 for Mac 7 Initiate IM with ● ● ● a contact Navigate ● ● ● among multiple IM conversations Log IM ● ● conversations in Outlook 10
  14. 14. Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate) Online Meeting Microsof Add-in Microsof Microsoft Microsof t Lync for Microsof Microsof t Lync Lync t Lync 2010 Microsof t Lync t Lync 2010 2010 2010 Phone t Lync Messenger Feature/capability 2010 Web App Attendee Attendant Mobile Edition 2010 for Mac 7 Initiate an ● ● ● email to a contact Use prepared ● conversation templates Conferencing Support in Lync Server 2010 Clients Online Microsoft Meeting Microsoft Microsoft Microsoft Microsoft Lync 2010 Add-in for Microsoft Lync Web Lync 2010 Lync 2010 Lync 2010 Phone Microsoft Feature/capability Lync 2010 App Attendee Attendant Mobile Edition Lync 2010 Add computer ● ● ● ● ● audio Add video ● ● Use in-meeting ● ● ● presenter controls Access detailed ● ● ● ● meeting roster Participate in ● ● ● ● ● multiparty IM Share the ● ● ● desktop (if (requires enabled) plug-in) Share an ● ● ● application (if (requires enabled) plug-in) Add anonymous ● ● ● 11
  15. 15. Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate) Online Microsoft Meeting Microsoft Microsoft Microsoft Microsoft Lync 2010 Add-in for Microsoft Lync Web Lync 2010 Lync 2010 Lync 2010 Phone Microsoft Feature/capability Lync 2010 App Attendee Attendant Mobile Edition Lync 2010 participants (if enabled) Use dial-in audio ● ● ● ● conferencing Initiate an ● meeting Add and present ● ● PowerPoint files Whiteboard ● ● ● Polling ● ● ● File sharing ● ● ● Schedule a ● meeting or conference Telephony Support in Lync Server 2010 Clients Online Microsoft Meeting Microsoft Microsoft Microsoft Microsoft Lync 2010 Add-in for Microsoft Lync Web Lync 2010 Lync 2010 Lync 2010 Phone Microsoft Feature/capability Lync 2010 App Attendee Attendant Mobile Edition Lync 2010 Initiate a voice call ● ● ● ● Click to call a ● ● ● ● contact Manage call ● ● ● ● forwarding Manage team call ● ● settings Manage delegates ● ● Initiate a call to a ● ● Response Group 12
  16. 16. Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate) Online Microsoft Meeting Microsoft Microsoft Microsoft Microsoft Lync 2010 Add-in for Microsoft Lync Web Lync 2010 Lync 2010 Lync 2010 Phone Microsoft Feature/capability Lync 2010 App Attendee Attendant Mobile Edition Lync 2010 Initiate a voice call ● ● ● ● Emergency ● ● services support Connect to voice ● ● ● ● mail Make calls on ● behalf of another contact (manager/delegate scenario) Online Microsoft Meeting Microsoft Microsoft Microsoft Microsoft Lync 2010 Add-in for Microsoft Lync Web Lync 2010 Lync 2010 Lync 2010 Phone Microsoft Feature/capability Lync 2010 App Attendee Attendant Mobile Edition Lync 2010 Handle another's ● ● ● ● calls if configured as a delegate Manage a high ● volumes of calls External User Support in Lync Server 2010 Clients Online Microsoft Meeting Microsoft Microsoft Microsoft Microsoft Lync 2010 Add-in for Microsoft Lync Web Lync 2010 Lync 2010 Lync 2010 Phone Microsoft Feature/capability Lync 2010 App Attendee Attendant Mobile Edition Lync 2010 Initiate IM with a ● ● ● public contact Initiate IM with a ● ● ● federated contact 13
  17. 17. Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate) Online Microsoft Meeting Microsoft Microsoft Microsoft Microsoft Lync 2010 Add-in for Microsoft Lync Web Lync 2010 Lync 2010 Lync 2010 Phone Microsoft Feature/capability Lync 2010 App Attendee Attendant Mobile Edition Lync 2010 Conduct two- ● ● ● ● party or multiparty calls with external users 14
  18. 18. Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate) Mobile Access Support in Lync Server 2010 Clients Online Microsoft Meeting Microsoft Microsoft Microsoft Microsoft Lync 2010 Add-in for Microsoft Lync Web Lync 2010 Lync 2010 Lync 2010 Phone Microsoft Feature/capability Lync 2010 App Attendee Attendant Mobile Edition Lync 2010 Call from mobile ● device using work identity (“Call via Work”) Receive calls ● ● dialed to work number (single number reach) Publish mobile ● presence tag Archiving and Compliance Support in Lync Server 2010 Clients Online Microsoft Meeting Microsoft Microsoft Microsoft Microsoft Lync 2010 Add-in for Microsoft Lync Web Lync 2010 Lync 2010 Lync 2010 Phone Microsoft Feature/capability Lync 2010 App Attendee Attendant Mobile Edition Lync 2010 Client-side ● ● archiving Client-side ● recording 15
  19. 19. Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate) Client System Requirements This section describes the hardware and software requirements for Microsoft Lync Server 2010 communications software clients. • Lync 2010 and Online Meeting Add-in for Microsoft Lync 2010 System Requirements • Lync Server 2010 Attendant System Requirements • Lync Web App Supported Platforms Lync 2010 and Online Meeting Add-in for Microsoft Lync 2010 System Requirements The following table contains the minimum hardware and software requirements for Microsoft Lync 2010 communications software and the Online Meeting Add-in for Microsoft Lync 2010. For a complete list of compatible software and operating systems, see Lync 2010 Compatibility. Hardware and Software Requirements for Lync 2010 and the Online Meeting Add-in for Lync 2010 System component Minimum requirement Operating system Windows 7 Windows Vista Windows XP Professional with Service Pack 3 (SP3). Windows Installer 3.1 must be installed before deploying Lync 2010 Computer/processor Intel Pentium 4, AMD Athlon 64, or equivalent Data and voice: 1.6 gigahertz (GHz) or higher processor; 2 GHz 32-bit or 64-bit processor recommended Video: Dual Core 1.9 GHz processor or higher for VGA; Quad Core 2.0 GHz or higher for high definition Microsoft RoundTable conferencing device: 2 GHz processor or higher Display resolution 1024x768 required Graphics hardware Support for Microsoft DirectX 9 application programming interface 128 MB of graphics memory (minimum) Windows Display Driver Model driver Pixel Shader 2.0 in hardware 32 bits per pixel 16
  20. 20. Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate) System component Minimum requirement Memory Windows XP: 1 gigabyte (GB) of RAM Windows Vista or Windows 7: 2 gigabytes (GB) of RAM Telephony Microphone and speakers, headset with microphone, or equivalent device Recommended: Microsoft unified communications (UC) device, or a phone running Microsoft Lync 2010 Phone Edition. Video source USB 2.0 video camera or RoundTable device. Bandwidth requirements Voice: • Peer-to-peer: 40 kbps (minimum); 60 kbps (typical); 90 kbps (maximum) • Conferencing: 40 kbps (minimum); 95 kbps (typical); 160 kbps (maximum) • Media bypass: 80 kbps (minimum); 95 kbps (typical); 160 kbps (maximum) Video: • CIF: 50 kbps (minimum); 210 kbps (typical); 250 kbps (maximum) • VGA: 350 kbps (minimum); 500 kbps (typical); 600 kbps (maximum) • High definition: 800 kbps (minimum); 1.2 Mbps (typical); 1.5 Mbps (maximum) • RoundTable device: 50 kbps (minimum); 280 kbps (typical); 350 kbps (maximum) Data: • Web conferencing (PSOM): 20 kbps (minimum); 200 kbps (typical); 500 kbps (maximum) • File Transfer: 20 kbps (minimum); 200 kbps (typical); 200 kbps (maximum) • Application Sharing: 256 kbps (minimum); 1 Mbps (typical); 3.5 Mbps (maximum) Typical bandwidth values are measurements of typical activity levels under good network 17
  21. 21. Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate) System component Minimum requirement conditions (for example, with no forward error correction, or FEC). This value can be used for capacity planning to assess if a network is provisioned appropriately. The values are cumulative. For example, for a conference call with audio, Common Intermediate Format (CIF) video, and panoramic video, an appropriately provisioned network would provide a bandwidth speed of 585 Kbps (95+210+280=585 Kbps). Installation and updates Administrative credentials, or, in Windows Vista Standard User mode, administrator credentials. Other requirements for Lync 2010 • Microsoft Office Outlook 2010 and Microsoft Exchange Server 2010 are required for the full set of new Outlook integration features. For details, see Lync 2010 Compatibility. • Microsoft Silverlight browser plug-inversion 4.0 is installed automatically during setup. Other requirements for the Online Meeting Add-in for Lync 2010 The Online Meeting Add-in for Lync 2010 is supported with Microsoft Office 2003, Microsoft Office 2007, and Microsoft Office 2010. Lync Server 2010 Attendant System Requirements The following table summarizes the minimum software and hardware requirements for Microsoft Lync 2010 Attendant communications software. System Requirements for Lync Server 2010 Attendant System component Minimum requirement Display resolution Required: Super VGA 1024 x 768 Recommended: Super VGA 1280 x 1024 or higher Operating system Windows 7 Windows Vista Windows XP Professional with Service Pack 3 (SP3) Computer/processor Intel Pentium 4, AMD Athlon 64, or equivalent Data and voice: 1 GHz or larger processor. Support for 32-bit and 64-bit Microsoft RoundTable conferencing device: 2 GHz processor or higher. Memory Windows XP: 1 gigabyte (GB) of RAM 18
  22. 22. Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate) System component Minimum requirement Windows Vista or Windows 7: 2 gigabytes (GB) of RAM Installation space At least 100 MB free Video memory Microsoft DirectX 9-capable display adapter, ATI Radeon X300 or NVIDIA GeForce 5600 class equivalent or better with 256 MB of video memory Telephony Microphone and speakers, headset with microphone, or equivalent device Recommended: Microsoft unified communications (UC) device, or a phone running Microsoft Lync 2010 Phone Edition Bandwidth requirements Voice: 50 kbps (minimum); 80 kbps (high- quality) The RoundTable device (audio): 50 kbps (minimum); 350 kbps (high-quality) Note: The required and recommended bandwidth speeds are cumulative. For example, if you want to use voice and the RoundTable device, the minimum bandwidth would be 50+50=100 kbps. Other requirements Microsoft Office Outlook 2010 and Microsoft Exchange Server 2010 are required for the full set of new Outlook integration features. For details, see Lync 2010 Compatibility. The Microsoft .NET Framework 3.5 must be installed on your computer before you install Lync 2010 Attendant. To download Microsoft .NET Framework 3.5 from http://go.microsoft.com/fwlink/?LinkId=122406. Lync Web App Supported Platforms To use Microsoft Lync Web App, you must have one of the following supported operating system and browser combinations. 19
  23. 23. Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate) Notes: • Microsoft Silverlight browser plug-in version 4.0 must be installed on your computer. • Lync Web App is not supported on 64-bit browsers. Operating System and Browser Requirements for Microsoft Lync Web App Operating Internet Internet Internet system Explorer 8 Explorer 7 Explorer 6 Firefox 3.X Safari 5.X Safari 4.X Windows 7 Yes Yes Yes (32-bit and 64-bit) Windows Yes Yes Yes Vista Service Pack 2 (SP2) (32-bit and 64-bit) Windows XP Yes Yes Yes Yes SP3 (32-bit) Windows XP Yes Yes Yes Yes SP2 (64-bit) Windows Yes Yes Server 2008 R2 Windows Yes Yes Yes Server 2003 (except IA-64) Windows Yes Yes Server 2000 SP4 Mac OS Yes Yes 10.4.8+ (Intel- based) Key Client Policies and Settings There are several essential policies and in-band provisioning settings that you should check and reconfigure if necessary before you deploy Microsoft Lync Server 2010 communications software clients. 20
  24. 24. Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate) Some of these policies are client bootstrapping policies that specify, for example, the default servers and security mode that the client should use until sign-in is complete. Because these policies take effect before the client signs in and begins receiving in-band provisioning settings from the server, you can use Group Policy to configure them. There are also some key client policies and in-band provisioning settings that can significantly impact client functionality and should be configured before client deployment. Group Policy for Client Bootstrapping The client Group Policy settings listed in the following table must be configured before users sign in to the server for the first time. Group Policies Needed for Client Bootstrapping Group Policy setting Description ConfiguredServerCheckValues Specifies a list of server version names separated by semi- colons that Microsoft Lync Server 2010 will log in to, in addition to the server versions that are supported by default. DisableHttpConnect During sign-in, Lync Server 2010 attempts to connect to the server using Transport Layer Security (TLS) or Transmission Control Protocol (TCP). If neither of these transport methods is successful, Lync tries to connect using HTTP. Use this policy to disable the fallback HTTP connection attempt. DisableNTCredentials Requires the user to provide logon credentials for Lync rather than automatically using the Windows credentials during sign- on to a Session Initiation Protocol (SIP) server. DisableServerCheck By default, Lync checks the server name and version before signing in. Set this policy to 1 in order to bypass the version check. EnableSIPHighSecurityMode Helps enable Lync to send and receive instant messages securely. This policy has no effect on Windows .NET or Microsoft Exchange Server services. If you do not configure this policy setting, Lync can use any transport. But if it does not use TLS and if the server authenticates users, Lync must use either NTLM or Kerberos authentication. EnableStrictDNSNaming Allows Lync to automatically detect and securely communicate with SIP servers that have non-standard fully qualified domain names (FQDNs). HelpMenuText Specifies the text to display to the user in the Help menu for the Help website. HelpMenuURL Specifies which website to open when the user selects the Help menu text item in the Help menu. Both HelpMenuText 21
  25. 25. Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate) Group Policy setting Description and HelpMenuURL need to be specified in order for the Help menu item to appear in Lync. PreventRun Prevents users from running Lync. You can configure this policy setting under both Computer Configuration and User Configuration, but the policy setting under Computer Configuration takes precedence. SavePassword Enables Lync to store passwords. ServerAddressExternal Specifies the server name or IP address used by federated contacts when connecting from outside the external firewall. Set this policy if you want to override the shared setting in HK_CUSoftwareMicrosoftSharedUcClientServerAddressInt ernal ServerAddressInternal Specifies the server name or IP address used by Lync when connecting from inside the organization’s firewall. Set this policy if you want to override the shared setting in HK_CUSoftwareMicrosoftSharedUcClientServerAddressInt ernal. TourLaunchMode Controls the availability of the Lync Tour. TourURL Provides an address for the Lync Tour. The address can point to the local machine, or to an HTTP or HTTPS site in the Windows Internet Explorer Local intranet or Trusted sites security zones. Transport Defines the network protocol used by Lync: TCP or TLS. Client Version Policy The default Client Version Policy requires that all clients to be running a minimum of Microsoft Office Communicator 2007 R2. If clients in your environment are running earlier versions of Communicator, you may need to reconfigure the Client Version rules to prevent clients and devices from being unexpectedly blocked or updated when connecting to Lync Server 2010. You can modify the default rule, or you can add a rule higher in the Client Version Policy list to override the default rule. Additionally, as cumulative updates are released, you should configure the Client Version Policy to require the latest updates. 22
  26. 26. Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate) Key In-Band Settings The in-band provisioning settings listed in the following table can significantly impact the user experience and should be configured before client deployment. Office Communications Server Lync Server 2010 in-band 2007 R2 Group Policy setting provisioning setting Description PortrangeEnabled ucPortRangeEnabled Specifies whether the port ranges sent by the server should be used by the client for media and signaling. Used in conjunction with the subvalues MaxMediaPort and MinMediaPort. PortrangeMaxMediaPort ucMaxMediaPort When combined with the ucMinMediaPort, specifies the range of ports used for media. The recommended minimum is 40 ports. PortrangeMinMediaPort ucMinMediaPort When combined with the ucMaxMediaPort, specifies the range of ports used for media. The recommended minimum is 40 ports. For details, see "Microsoft Office Communications Server 2007 R2 Group Policy Settings Documentation" at http://go.microsoft.com/fwlink/?LinkID=140494 and "Group Policy for Unified Communications Clients" at http://go.microsoft.com/fwlink/?LinkId=178987. See Also Migrating User Settings to Lync Server 2010 Client Configuration Overview Microsoft Lync Server 2010 communications software includes two new tools you can use to manage and configure your Lync Server 2010 deployment: • Lync Server 2010 Control Panel A web-based graphical user interface for managing and configuring servers, users, clients, and devices. • Lync Server 2010 Management Shell A management interface with a rich set of Windows PowerShell cmdlets and a number of pre-defined scripts. This topic provides an overview of the client-related settings and policies you can configure with these two management tools. 23
  27. 27. Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate) Note: A policy is applied to users or groups of users. A setting or configuration is applied to the Lync Server 2010 environment as a whole. For details, see the following: • Lync Server 2010 Control Panel documentation • Lync Server 2010 Management Shell documentation • Migrating User Settings to Lync Server 2010 • Client Planning Steps during Migration Lync Server 2010 Control Panel Overview The following figure shows the Microsoft Lync Server 2010 Control Panel Home page. Help and support options as well as common tasks are listed here. Lync Server 2010 Control Panel Home page The left navigation bar shows the groups available in Lync Server 2010 Control Panel. Note: This topic does not cover Topology and Network Configuration settings. The following table summarizes the settings and policies available on each group in the left navigation bar. 24
  28. 28. Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate) Overview of Lync Server 2010 Control Panel Settings and Policies Group Client settings and policies Users Search Move user Enable or disable users for Lync Server SIP Address, registrar pool, telephony mode PIN (set, lock, unlock) User or group policies and settings Topology (not discussed in this topic) Topology management (for details, see Managing Computers in Your Topology in the Operations documentation) IM and Presence File transfer filtering Hyperlinks in instant messages Voice Routing Dial plan Voice policies: forwarding, delegation, transfer, park, simultaneous ring, team call, PSTN re- route, bandwidth policy override, malicious call trace Trunk configuration, test voice routing, test cases Voice Features Call park extensions Unassigned number routing Response Groups Agent group, queue, and workflow configuration Conferencing Conferencing policies and permissions: meeting size, recordings, A/V, collaboration, sharing Default meeting options Dial-in access number Dial-in PIN policy Clients Client version control Device settings: update, test, log, configure External User Access Federation, remote user access, public instant messaging (IM) connectivity Monitoring and Archiving Call detail recording Quality of Experience (QoE) data Archiving policy and configuration 25
  29. 29. Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate) Group Client settings and policies Security Registrar authentication Web services policies Dial-in personal identification number (PIN) policy Network Configuration (not discussed in this Includes bandwidth management and topic) emergency services settings (for details, see Lync Server 2010 Control Panel documentation) The following sections list client-related Lync Server 2010 Control Panel settings and policies, along with their Lync Server 2010 Management Shell (Windows PowerShell cmdlet) equivalents. Users The Lync Server 2010 Control Panel Users group contains the following options: • Enable or disable users for Lync Server 2010 • Create new users, or modify existing ones • Move individual users or groups of users from one pool to another • Configure a user’s SIP address and registrar pool • Set the telephony mode: Enterprise Voice, PC-to-PC only, or Audio video disabled • For Enterprise Voice users, assign the Line URI, Dial plan policy, and Voice policy • Set, lock, or unlock a user’s PIN • Assign users or groups of users to policies defined in other Lync Server 2010 Control Panel groups: • Conferencing • Client version • Security (PIN policy) • External access • Archiving • Location • Client and device policies The User group is also very useful for user or client troubleshooting. You can view a complete list of policies assigned to a given user, as well as the details of each policy. For details, see Managing Users in the Operations documentation. For details about managing users at the command line, see Get-CSUser, Set-CSUser, Enable- CSUser, Disable-CSUser, and Move-CSUser in the Command-line Reference documentation. IM and Presence Use IM and Presence options to protect your organization from IM-based security risks. For example, you can block instant messages containing hyperlinks with specific prefixes, or files with 26
  30. 30. Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate) specific extensions. For details, see Filtering Instant Messages and Client Versions in the Operations documentation. For details about managing IM and presence at the command line, see New- CSFileTransferFilterConfiguration, and New-CSImFilterConfiguration in the Command-line Reference documentation. File Filter File Transfer Filter Options Option CsFileTransferFilterConfiguration parameter Name Identity Enable file filter Enabled Block specific file types Action: Block Block all Action: BlockAll File type extension to block Extensions URL Filter URL Filter Options Option CsImFilterConfiguration parameter Name Identity Enable URL filter Enabled Block URLs with file type extension BlockFileExtension Hyperlink prefix: Do not filter Action: Allow Allow message AllowMessage Hyperlink prefix: Block hyperlinks Action: Block Hyperlink prefix: Send warning message Action: Warn Exclude local intranet hyperlinks IgnoreLocal Filter these hyperlink prefixes Prefixes Warning message WarnMessage Voice Routing This section discusses the Voice Policy options available on the Voice Routing page. Other options available on the Voice Routing page are Dial Plan, Route, PSTN Usage, Trunk Configuration, and Test Voice Routing. 27
  31. 31. Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate) Voice Policy When Enterprise Voice is enabled, use the Voice Routing page to define voice policy settings for individuals or groups of users. For details, see Configuring Voice Policies, PSTN Usage Records, and Voice Routes in the Deployment documentation. For details about managing voice policy at the command line, see New-CSVoicePolicy in the Command-line Reference documentation. Voice Routing: Voice Policy Options Option CSVoicePolicy parameter Name Identity Description Description Enable call forwarding AllowCallForwarding Enable delegation EnableDelegation Enable call transfer EnableCallTransfer Enable call park EnableCallPark Allow simultaneous ringing of phones AllowSimulRing Enable team call EnableTeamCall Enable PSTN reroute AllowPSTNReRouting Enable bandwidth policy override enableBWPolicyOverride Enable malicious call tracing EnableMaliciousCallTracing Associated PSTN Usages PstnUsages Voice Features Use the settings in Voice Features to define number ranges for the Call Park application and to configure unassigned number routing. For details, see Configuring Incoming Call Handling Features in the Deployment documentation. For details about managing voice features at the command line, see New-CSCallParkOrbit and New-CsUnassignedNumber in the Command-line reference documentation. Voice Features: Call Park Options Option CSCallParkOrbit parameter Name Identity Number range NumberRangeStart, NumberRangeEnd FQDN of destination server CallParkServiceFQDN 28
  32. 32. Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate) Voice Features: Unassigned Number Options Option CSUnassignedNumber parameter Name Identity Number range NumberRangeStart, NumberRangeEnd Announcement service (ExchangeUM or Not applicable Announcement) Exchange UM: Auto Attendant phone number ExUmAutoAttendantPhoneNumber Announcement: FQDN of destination server AnnouncementService Announcement: Announcement AnnouncementName Response Groups In Response Group, you have the Group, Queue, and Workflow options. Note: You must create groups and queues before you create a workflow that uses them. Group Use this Response Group page to define an agent group by using SIP URIs or distribution list email aliases. For details, see Create an Agent Group in the Deployment documentation. For details about managing group options at the command line, see New-CSRgsAgentGroup in the Command-line reference documentation. Response Group: Group Options Option CsRgsAgentGroup parameter Description Description Participation policy ParticipationPolicy Alert time (seconds) AgentAlertTime Routing method RoutingMethod Agents: Define a custom group of agents AgentsByUri Agents: use an existing email distribution list DistributionGroupAddress Queue Use this Response Group page to define the behavior of the queue where callers wait until an agent can answer. For details, see Create a Queue in the Deployment documentation. For details about managing queue options at the command line, see New-CSRgsQueue in the Command-line Reference documentation. 29
  33. 33. Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate) Response Group: Queue Options Option CSRgsQueue parameter Name Identity Description Description Groups AgentGroupID Enable queue time-out TmeoutThreshold (non-Null value) Timeout period Timeout Threshold Call target TimeoutAction Enable queue overflow OverflowThreshold (non-Null value) Maximum number of calls OverflowThreshold Forward the call OverflowCandidate Call target OverflowAction Workflow A workflow defines the behavior of a call from the time the phone rings to the time somebody answers the call. When you use the Response Group page to create a new workflow, the Response Group Configuration Tool appears. For details about this tool, see Create a Workflow in the Operations documentation. Notes: • If you have more than 300 workflows in a single pool in your Response Group deployment, it is better to use Lync Server 2010 Management Shell cmdlets to create the workflows. If you use the Response Group Configuration Tool to create workflows for a pool that has more than 300 workflows, the web page takes a long time to load. • For details about managing workflow options at the command line, see New- CSRgsWorkflow in the Command-line Reference documentation. Conferencing Conferencing settings include Conferencing Policy, Meeting Configuration, Dial-in Access Number and PIN Policy. Note: You can set conferencing bandwidth, networking, and storage options by using the Lync Server 2010 Management Shell. For details, see CSConferencingPolicy and CSConferencingConfiguration in the Command-line Reference documentation. Conferencing Policy Use the Conferencing Policy page to configure global, site, or user conferencing policies. Conferencing policies define the default experience for scheduling meetings. For details, see Managing On-Premises Meetings in the Operations documentation. 30
  34. 34. Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate) For details about managing conferencing policy options at the command line, see New- CSConferencingPolicy in the Command-line Reference documentation. Conferencing: Conferencing Policy Options Option CSConferencingPolicy parameter Name Identity Maximum meeting size MaxMeetingSize Allow participants to invite anonymous users AllowAnonymousParticipantsInMeetings Recording (None or Enable) AllowConferenceRecording Allow federated and anonymous participants to AllowExternalUsersToRecordMeetings record Audio/video Audio/video AllowIPAudio, AllowIPVideo Enable PSTN conference dial-in EnableDialInConferencing Allow anonymous users to dial out AllowAnonymousUsersToDialOut Maximum video resolution allowed for MaxVideoConferenceResolution conferencing Data Collaboration Enable data collaboration EnableDataCollaboration Allow federated and anonymous participants to AllowExternalsUsersToSaveContent download content Allow participants to transfer files EnableFileTransfer Enable annotations AllowAnnotations Enable polls AllowPolls Application Sharing Enable application sharing AllowUserToScheduleMeetingsWithAppSharing Allow participants to take control AllowParticpantControl Allow federated and anonymous users to take AllowExternalUserControl control Participant Policy Disable application and desktop sharing EnableDesktopSharing: None Enable application sharing EnableDesktopSharing: SingleApplication Enable application and desktop sharing EnableDesktopSharing: Desktop 31
  35. 35. Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate) Option CSConferencingPolicy parameter Enable peer-to-peer file transfer EnableP2PFileTransfer Enable peer-to-peer recording EnableP2PRecording Meeting Configuration Use the Meeting Configuration page to modify the default meeting join experience. For details, see Managing On-Premises Meetings in the Operations documentation. For details about managing conferencing options at the command line, see New- CSMeetingConfiguration in the Command-line Reference documentation. Conferencing: Meeting Configuration Options Option CSMeetingConfiguration parameter Name Identity PSTN callers bypass lobby PstnCallersBypassLobby Designate as presenter (None, Company, or DesignateAsPresenter Everyone) Assigned conference type by default AssignedConferenceTypeByDefault Admit anonymous users by default AdmitAnonymousUsersByDefault For details about managing meeting configuration options at the command line, see Set- CSMeetingConfiguration in the Command-line Reference documentation. PIN Policy Use the PIN Policy page to define dial-in conferencing PIN policies. For details, see Configure a Dial-in Conferencing Personal Identification Number (PIN) Policy in the Operations documentation. For details about managing dial-in conferencing PIN policy settings at the command line, see New-CSPinPolicy in the Command-line Reference documentation. Note: For convenience, PIN Policy options can also be set in the Security tab. Conferencing: PIN Policy Options Option CSPinPolicy parameter Name Identity Description Description Minimum PIN length MinPasswordLength Maximum logon attempts MaximumLogonAttempts Enable PIN expiration PINLifetime (non-Null value 32
  36. 36. Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate) Option CSPinPolicy parameter PIN expires after (days) PINLifetime Allow common patterns AllowCommonParameters External User Access The External User Access group includes External Access Policy, Access Edge Configuration, Federated Domains, and Provider. For details, see Managing External Connectivity in the Operations documentation. External Access Policy Use the External Access Policy page to define a policy controlling communication with federated, remote, and public users. For details, see Enable and Configure Remote User Access in the Deployment documentation. For details about managing external user access policy settings at the command line, see New- CSExternalAccessPolicy in the Command-line Reference documentation. External User Access: External Access Policy Options Option CsExternalAccessPolicy Parameter Name Identity Description Description Enable communications with federated users EnableFederationAccess Enable communications with remote users EnableOutsideAccess Enable communications with public users EnablePublicCloudAccess Enable video with public users EnablePublicCloudAudioVideoAccess Access Edge Configuration Use this Access Edge Configuration page to define access for federated and remote users, and to enable anonymous access to conferences. For details, see Configure Access for Federated Partners in the Deployment documentation. For details about managing access edge configuration settings at the command line, see Set- CSAccessEdgeConfiguration in the Command-line Reference documentation. External User Access: Access Edge Configuration Options Option CsAccessEdgeConfiguration parameter Enable federation AllowFederatedUsers Enable partner domain discovery EnablePartnerDiscovery Send archiving disclaimer to federated partners EnableArchivingDisclaimer 33
  37. 37. Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate) Option CsAccessEdgeConfiguration parameter Enable remote user access AllowOutsideUsers Enable anonymous user access to conferences AllowAnonymousUsers Federated Domains Use the Federated Domains page to create or modify your list of allowed and blocked federated domains. For details, see Monitor and Control Federated Partner Access in the Deployment documentation. For details about managing federated domains at the command line, see New-CSAllowedDomain and New-CSBlockedDomain in the Command-line Reference documentation. External User Access: Federated Allowed Domain Options Option CsAllowedDomain parameter Domain name (or FQDN) Domain Access Edge service (FQDN) ProxyFqdn Comment Comment External User Access: Federated Blocked Domain Options Option CsAllowedDomain parameter Domain name (or FQDN) Domain Comment Comment 34
  38. 38. Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate) Provider Use the Provider page to create or modify policies controlling communications with public IM providers such as AOL, Yahoo!, or MSN. You can also create policies for private hosting providers (that is, providers who furnish IM, presence, and related services for a federated domain). For details, see Configure IM Provider Support on Edge Servers in the Deployment documentation. For details about managing providers at the command line, see New-CSPublicProvider and New- CSHostingProvider in the Command-line Reference documentation. External User Access: Edit Public or Hosted Provider Options Option CsPublicProvider parameter Enable communications with this provider Enabled Provider name Name Access Edge (FQDN) ProxyFqdn Verification level: Allow communications only VerificationLevel: UseSourceVerification with users verified by this provider Verification level: Allow communications only VerificationLevel: AlwaysUnverifiable with users on recipients’ contact lists Verification level: Allow all communications with VerificationLevel: AlwaysVerifiable this provider Clients The Clients group includes policies for both clients and devices. Client Version Policy and Client Version Configuration are discussed here. Device Updates, Test Devices, Device Configuration, and Phone Configuration are also available. For details, see Configuring Support for Clients and Devices in the Operations documentation and Planning for Devices. Client Version Policy Use client version policies to specify which clients can be used in your organization. In Lync Server 2010, you can also provide a download link to the most current version of the client software. Important: The default client version policy enforces a minimum of Office Communicator 2007 R2 with the January 2010 cumulative update installed. If clients in your environment are running earlier versions, you may need to reconfigure the Client Version rules to prevent clients and devices from being unexpectedly blocked or updated when connecting to Lync Server 2010. For details, see Client Planning Steps during Migration. On the Client Version Policy page, you can modify existing policies or create new ones. A number of pre-defined client version rules are provided, as shown in the following figure. 35
  39. 39. Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate) Client Version Policy: Edit Global page (detail) When you add a new user agent or modify an existing one, the Client Version Policy page shows the Create Client Version Rule options listed in the following table. For details, see Specify the Client Versions Supported in Your Organization in the Lync Server 2010 Control Panel documentation. For details about managing client version policy settings at the command line, see New- CSClientVersionPolicy and New-CSClientVersionPolicyRule in the Command-line Reference documentation. Clients: Client Version Policy Rule Options Option CsClientVersionPolicyRule parameter User agent UserAgent Version Number Not applicable Major version MajorVersion Minor version MinorVersion Build BuildNumber Update QfeNumber Comparison operation CompareOp Action (Allow, Allow with URL, Block, Block with Action URL) Action (OC user agent only): same as above, Action plus Allow with upgrade and Block with upgrade) URL ActionURL Client Version Configuration 36
  40. 40. Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate) Use the Client Version Configuration page to define a default action for clients that do not already have a version policy defined. For details, see Modify the Default Action for Clients Not Explicitly Supported or Restricted in the Operations documentation. For details about managing client version configuration settings at the command line, see New- CSClientVersionConfiguration in the Command-line Reference documentation. Clients: Client Version Configuration Options Option CSClientVersionConfiguration parameter Name Identity Enable version control Enabled Default action: Allow DefaultAction: Allow Default action: Block DefaultAction: Block Default action: Block with URL DefaultAction: BlockWithURL URL DefaultURL Monitoring and Archiving Use Monitoring and Archiving to configure Call Detail Recording, Quality of Experience Data, Archiving Policy, and Archiving Configuration options. Note: In Monitoring and Archiving, you configure server-side archiving. Client-side archiving of instant messages and missed calls to the Outlook Conversation History folder is controlled by using the Windows PowerShell cmdlet CSClientPolicy with the EnableCallLogAutoArchiving and EnableIMAutoArchving parameters. Call Detail Recording Use the Call Detail Recording page to collect usage and diagnostic information about your network message traffic. For details, see Configuring Call Detail Recording and Quality of Experience Data Purging in the Operations documentation. For details about managing call detail recording at the command line, see New- CSCdrConfiguration in the Command-line Reference documentation. Monitoring and Archiving: Call Detail Recording Options Option CSCdrConfiguration parameter Name Identity Enable monitoring of call detail recordings EnableCDR (CDRs) Enable purging of call detail recordings (CDRs) EnablePurging Keep call detail data for maximum duration KeepCallDetailForDays 37
  41. 41. Planning for Clients and Devices in Microsoft Lync Server 2010 (Release Candidate) Option CSCdrConfiguration parameter (days) Keep error report data for maximum duration KeepErrorReportForDays (days) Quality of Experience Data Use the Quality of Experience Data page to track media quality and the technical details of each call or session. For details, see Configuring Call Detail Recording and Quality of Experience Data Purging in the Operations documentation. For details about managing QoE data at the command line, see New-CSQoEConfiguration in the Command-line Reference documentation. Monitoring and Archiving: Quality of Experience Data Options Options CsQoEConfiguration parameter Name Identity Enable monitoring of Quality of Experience EnableQoE (QoE) data Enable purging of Quality of Experience (QoE) EnablePurging data Keep QoE data for maximum duration (days) KeepQoEDataForDays Archiving Policy Use the Archiving Policy page to control the server-side archiving of internal and external IM sessions. For details, see Configuring the Global Policy for Archiving in the Deployment documentation. For details about managing archiving policy settings at the command line, see New- CSArchivingPolicy in the Command-line Reference documentation. Monitoring and Archiving: Archiving Policy Options Option CSArchivingPolicy parameter Name Identity Description Description Archive internal communications ArchiveInternal Archive external communications ArchiveExternal Archiving Configuration 38

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