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Lync'ing IT all together
Unified Communications and Collaboration: Lync'ing IT All Together discusses how Microsoft products like Exchange, SharePoint, and Lync can be integrated to provide unified communications and collaboration capabilities. The document outlines how Exchange can be integrated with Rights Management to help protect sensitive data. It also describes how SharePoint and Lync can be configured for presence integration and skill search. Exchange can be set up for integration with Lync for features like unified messaging and playback of voice mails. Bringing these products together through configuration and integration provides users with a seamless experience across communications and collaboration tools.
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Lync'ing IT all together
- 1. Unified Communications and Collaboration: Lync’ingIT All Together IlseVan Criekinge Office365 Technology Advisor Microsoft BeLux
- 2. Ilse Van Criekinge • Technology Advisor Core UC • Microsoft Belux http://blogs.technet.com/ilvancri ilvancri@microsoft.com @ivcrieki
- 3. Agenda Introduction Out of the Box Exchange + RMS Exchange + SharePoint Exchange + Lync Lync + SharePoint On Premises - Online
- 4. Future of Communications Communications Today Instant Video Web E-mail and Audio Messaging (IM) Voice Mail Conferencing Telephony Conferencing Calendaring Conferencing Telephony Instant Unified Messaging and Voice Mail E-mail and Conferencing: Calendaring Audio, Video, Web Authenticatio Authenticatio Authenticatio Authenticatio n n n n Administratio Administratio Administratio Administratio n n n n Storage Storage Storage Authentication Storage Authentication Authentication Authentication Administration Administration Administration Storage Administration Storage Storage Storage Compliance On-Premises Hybrid In the Cloud
- 5. Agenda Introduction Out of the Box Exchange + RMS Exchange + SharePoint Exchange + Lync Lync + SharePoint On Premises - Online
- 6. Setting the Scene DC01 = Windows 2008 R2 EX01 = Windows 2008 R2 + Exchange 2010 Sp2 LYNC01 = Lync 2010 SP01 = SharePoint 2010
- 7. Out Of TheBox Presence integration = embedded presence and click-to- communicate in SharePoint sites
- 8. Out Of TheBox, But... Users must have Office 2010, Office 2007, or Microsoft Office 2003 with the latest service pack installed to view extended presence information on a SharePoint Server page! The name.dll file is an ActiveX® control that calls the Lync API directly to request and display presence status within SharePoint site collections.
- 9. Agenda Introduction Out of the Box Exchange + RMS Exchange + SharePoint Exchange + Lync Lync + SharePoint On Premises - Online
- 10. Information Protection and Control Exchange Server 2010 helps prevent the unauthorized transmission of sensitive information with tools that can automatically: MONITOR e-mail for specific content, recipients and other attributes CONTROL distribution with automated, granular polices PROTECT access to data wherever it travels using rights management PREVENT Violations of corporate policy and best practices Non-compliance with government and industry regulations Loss of intellectual property and proprietary information High-profile leaks of private information and customer records Damage to corporate brand image and reputation
- 11. Benefits of AutomatedControls Reduce User Error • Majority of data loss incidents are accidental • Users forget policies or apply incorrect policy Enable More Consistent Policy • Automation facilitates rapid policy changes across the organization • Critical for internal/external governance and compliance Improve Efficiency • Offload complex data polices from users • Enable centralized policy creation, execution and management
- 12. Benefits of GranularControls Mailtips Transport Rules (Exchange/FOPE/EHE) Alert Modify Protect Redirect ―Allow delivery ―Allow ―Allow ―Block but add a delivery delivery but delivery warning.‖ but modify prevent and message.‖ forwarding.‖ redirect.‖ LESS RESTRICTIVE MORE RESTRICTIVE Classify Append Review Block ―Allow ―Allow ―Block ―Do not delivery but delivery but delivery deliver.‖ apply add a until classification.‖ disclaimer.‖ reviewed.‖ Message Transport Moderated Transport Classification Rules Mailbox Rules
- 13. Information Rights Management Persistent protection Protects your sensitive information no matter where it is sent Usage rights locked within the document itself Protects online and offline, inside and outside of the firewall Granular control Users apply IRM protection directly within an e-mail Organizations can create custom usage policy templates such as "Confidential—Read Only" Limit file access to only authorized users Information Rights Management (IRM) provides persistent protection to control who can access, forward, print, or copy sensitive data within an
- 14. IRM Decryption Enable scanning,filtering, journaling Infected messages and spam can be Protected messages filtered sent to transport server Messages are re- encrypted and delivered Messages and attachments decrypted to enable Journaled messages content filtering, transport include decrypted rules clear-text copy
- 15. AD RMS Workflow DatabaseServer AD RMS Cluster Active Directory 7 Publishing Consuming 8 1 6 3 9 2 4 5 Information Author Information Recipient
- 16. Configuring AD RMSfor Exchange Default Do Not Forward Give Exchange servers the ability to access AD RMS by setting appropriate permissions on the AD RMS certification pipeline Give Exchange servers the ability to decrypt protected messages and attachments by configuring the AD RMS super users group
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- 25. Send RMS ProtectedMessages There is more: • TransportRules • Outlook Protection Rules
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- 27. Hybrid = TrustedPublishing Domains MsBelux.Be MicrosoftBelux.OnMicrosoft.Com 1. MsBelux.Be 2. Office365 exports imports private key private key and SLC and SLC 5. Office 365 4. Ilse sends PL uses and RAC with imported request for UL private key to from O365 decrypt PL and issues UL 3. Koen sends IRM- Protected message to Ilse
- 28. MsBelux.Be MicrosoftBelux.OnMicrosoft.Com 1. MsBelux.Be exports private key and SLC
- 32. Step 2: Office365Imports Private Key and SLC MsBelux.Be MicrosoftBelux.OnMicrosoft.Com 1. MsBelux.Be 2. Office365 exports imports private key private key and SLC and SLC
- 39. Step 3: Senda Mail MsBelux.Be MicrosoftBelux.OnMicrosoft.Com 1. MsBelux.Be 2. Office365 exports imports private key private key and SLC and SLC 3. Koen sends IRM- Protected message to Ilse
- 41. Step 4 +5: Read Mail MsBelux.Be MicrosoftBelux.OnMicrosoft.Com 1. MsBelux.Be 2. Office365 exports imports private key private key and SLC and SLC 5. Office 365 4. Ilse sends PL uses and RAC with imported request for UL private key to from O365 decrypt PL and issues UL 3. Koen sends IRM- Protected message to Ilse
- 43. Agenda Introduction Out of the Box Exchange + RMS Exchange + SharePoint Exchange + Lync Lync + SharePoint On Premises - Online
- 44. Exchange - SharePoint My Picture Outlook Integration Indexing Public Folders Web Parts
- 45. My Picture EXCHANGE –SHAREPOINT - LYNC
- 46. Lync 2010 andMy Picture Lync can display photo ADDS: thumbnailPhoto (SharePoint/Exchange) URL (JPEG & publically readable) thumbnailPhoto Introduced in Active Directory 2000 Default size is 100Kb (EMS limits to 10Kb) Requires Outlook 2010 and a forest schema extended to the 2008 version or later Replicate to Global Catalog
- 47. Lync 2010 andMy Picture Controlling = CsClientPolicy DisplayPhoto MaxPhotoSizeKB (default = 30Kb) Not stored in GalContacts.db Lync uses Address Book Web Query PhotoHash PhotoRelPath PhotoSize Cached client side & server side
- 48. Lync 2010 andMy Picture
- 49. Populate Picture UsingExchange Using SharePoint Import- Upload the user’s picture RecipientDataProperty on ―My Site‖ Configure SharePoint 2010 to replicate the picture from the user profile to AD Perform the Full User Profile Synchronization
- 50. Outlook integration EXCHANGE -SHAREPOINT
- 51. Outlook Integration Overview Content is downloaded and stored in a PST file
- 52. Outlook Integration Overview 2-Way Synchronization is supported Supported list types Calendars Contacts Tasks Alerts Document Libraries Discussion boards
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- 54. Indexing Public Folders SharePoint’s search engine can index (crawl) Exchange Public Folders Supported in SharePoint Server but not in SharePoint Foundation Can use Search Server Express 2010 for SPF Fast Search can index (crawl) Exchange Public Folders as well
- 60. Web parts EXCHANGE -SHAREPOINT
- 61. Outlook Web AppWeb Parts Access OWA content directly from a URL Entered in browser Embedded in application like SharePoint Min. Permissions required = Reviewer
- 62. Agenda Introduction Out of the Box Exchange + RMS Exchange + SharePoint Exchange + Lync Lync + SharePoint On Premises - Online
- 63. Exchange + Lync MAPI or EWS OWA integration UM integration Play On Phone
- 64. Mapi or ews? EXCHANGE+ LYNC
- 65. Exchange and Lync:MAPI or EWS Access conversation history and voice mail Play back voice mail message Display free/busy information and working hours Display meeting subject, time, and location Display Out of Office status and note Exchange contact sync Search Outlook personal contacts
- 66. Exchange and Lync: Free/Busy Does not require Outlook if EWS is deployed!
- 67. Exchange and Lync: Free/Busy... EWS Not Deployed? Verify the InternalURL and ExternalURL for the Web Services virtual directory are entered
- 68. Exchange and Lync: Free/Busy... The information discovered by Lync via Autodiscover is cached in the registry
- 71. Lync Requires Exchange 2010For Presence info in OWA Single Contact Store
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- 73. Lync 2010 Exchange2010 OWA Install the necessary updates on your Exchange Server Configure the Exchange 2010 CAS Configure Lync 2010
- 75. Exchange 2010 Sp2CAS Updates? Possible: vcredist_x64.exe Possible: Office Communications Server 2007 R2 Web Service Provider Unified Communications API 2.0 Redist (64 Bit) Hotfix KB 2400399 Possible (Win2008R2) Hotfix KB 968802: UcmaRedist.msp (!)
- 76. Configure Exchange 2010 CAS Set-OwaVirtualDirectory: InstantMessagingType OCS InstantMessagingEnabled $True InstantMessagingCertificateThumbPrint InstantMessagingServerName
- 77. Configure Exchange 2010 CAS IISRESET
- 78. Configure Lync Topology Builder: New Trusted Application Pool Lync Management Shell: New Trusted Application
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- 90. Lync And ExchangeUM Exchange UM can service more than Lync Voice Lync needs Exchange UM as a Voice Mail repository
- 91. Configuration Create Exchange UM + Lync Dial Plan Run Exchange UC Configuration Script Run Lync UM Configuration Tool
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- 118. Small Note Collocation Exchange CAS + UM Collocated OWA Integration Configured Solution Safe to ignore Remove the CsTrustedApplication representing Exchange OWA (be careful when no longer collocating)
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- 122. Play on phone EXCHANGE+ LYNC
- 133. Agenda Introduction Out of the Box Exchange + RMS Exchange + SharePoint Exchange + Lync Lync + SharePoint On Premises - Online
- 134. Lync and SharePoint Skill Search Access MySite from Lync – Options On a SharePoint Server page, view a user’s Lync presence indicator and its associated menu or contact card
- 135. Skill Search inLync 2010 Requires SharePoint 2007 or later with maintained MySites SharePoint search center URL is provisioned via in- band settings SharePoint must be published to the internet Requires full version of SharePoint (WSS is not sufficient)
- 136. Lync 2010 SharePoint SkillSearch Process
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- 141. Agenda Introduction Out of the Box Exchange + RMS Exchange + SharePoint Exchange + Lync Lync + SharePoint On Premises - Online
- 143. Integration Possibilities Exchange Server (on- Exchange Online premises) • Lync client presence integration • Lync client presence • IM/Presence in OWA integration Lync Online • Lync client presence integration • Lync client presence • IM/Presence in OWA integration Lync Server on- • Exchange Voice mail integration • IM/Presence in OWA premises • Exchange Voice mail integration Presence integration = OOF messages in Lync, calendar-based presence status, embedded presence in Outlook and Office SharePoint Server (on- SharePoint Online premises) • Lync client presence integration • Lync client presence integration Lync Online • Lync client presence integration • Lync client presence Lync Server on- integration • Skill search in Lync client premises Presence integration = embedded presence and click-to-communicate in SharePoint sites
- 144. Agenda Introduction Out of the Box Exchange + RMS Exchange + SharePoint Exchange + Lync Lync + SharePoint On Premises - Online
- 145. Ilse Van Criekinge • Technology Advisor Core UC • Microsoft Belux http://blogs.technet.com/ilvancri ilvancri@microsoft.com @ivcrieki Thank You!
Editor's Notes
- #9 SharePoint Presence InternalsSharePoint presence status is displayed through a client-side setting by using a dynamic link library called name.dll. This file is installed with Microsoft Office 2010. Office 2007, and Office 2003 and is located in the Office installation directory (C:\\Program Files\\Microsoft Office\\Office 14). The name.dll file is an ActiveX® control that calls the Lync API directly to request and display presence status within SharePoint site collections. Presence is enabled in SharePoint by default; there are no configuration steps for the SharePoint administrator to perform. Each SharePoint page includes Microsoft JScript® code, which enables presence for that site. JScript uses name.dll to call the Lync API and pull presence for users names who appear on the site. JScript uses the users’ SIP URI to pull presence for names that are listed on the site. The following JScript code is an example of presence being pulled for a user named Bob Kelly, whose SIP URI is bobkelly@contoso.net. The SIP URI is added by using variables to the JScript when the script is loaded and presence is being pulled. <a href='jscript:;' onclick='IMNImageOnClick(event);return false;' class='ms-imnlink'><img name='imnmark' class='ms-imnImg' title='' border='0' height='12' width='12' src='/_layouts/images/blank.gif' alt='No presence information' sip='bobkelly@contoso.net' id='imn_74,type=smtp'/></a><a onclick="GoToLink(this);return false;" </a>
- #15 SituationJust as IRM protection can impede search, it can also breaks essential parts of organizational infrastructure such as Transport rules,antivirus and anti-spam scanning and indexing and searching of journaled messages. Slide objectiveDiscuss benefits of IRM decryption agent and how it can enable essential systems to process protected messages. Talking points[BUILD 1]IRM-protected messages are sent to transport server [BUILD 2]IRM decryption in Exchange 2010 enables organizations to grant Transport Agents content access rights to the messages protected against their own RMS servers.This enables Transport Agents to perform actions such as content filtering and application of transport rules Transport decryption will decrypt both the message and the supported attachments(MS Office 2003, 2007 and 14) as long as attachments were protected along with the message.[BUILD 3]Messages are then re-encrypted and deliveredInfected messages/spam can be filtered IRM Decryption can also be used with journaling to ensure that journal reports sent to journal mailboxes or third-party archives will contain a decrypted (clear-text) copy of IRM-protected messages. This allows for indexing and searching of IRM-protected messages for legal discovery and regulatory purposes.
- #48 Lync 2010 queries Lync Server 2010 by using the Address Book Web Query (ABWQ) to retrieve photos. The queries include three attributes:PhotoHash contains a hashed value of the photo binary data and is used to determine if the current photo has changed. PhotoRelPath contains the relative path to the actual photo stored on the server. PhotoSize is the size of the photo in bytes.Lync 2010 then checks the PhotoSize returned against the MaxPhotoSizeKB it obtained from in-band provisioning. If the PhotoSize multiplied by 1024 is less or equal to MaxPhotoSizeKB, the client will retrieve the photo by using an HTTP GET request using the URL https://<absInternalServerUrl>"/"<PhotoRelPath> or https://<absExternalServerUrl>"/"<PhotoRelPath>, where the base URLs, https://<absInternalServerUrl> and https://<absExternalUrl>, are obtained through in-band provisioning.The client then caches the photo of the signed-in user locally. It also stores the PhotoRelPath, PhotoSize, and PhotoHash in the cached Address Book Service (ABS) entry for the user. It also stores a timestamp that indicates when the photo was downloaded from the Lync Server. This cached data is located in %userprofile%\\AppData\\Local\\Microsoft\\Communicator\\sip_<SIP URI>\\ABS_<SIP URI>.cache.To avoid downloading the photo every time, Lync uses the photo from its cache. After 24 hours from the time Lync caches the photo, the client sends a request to the server to find out whether the photo has changed by comparing the PhotoHash value sent by the server to its local value. If the photo has changed, Lync updates its cache with the new photo and resets the timestamp.
- #49 On the server side, the Address Book Service (ABS) is responsible for handling photos. The component responsible for this functionality is in ABWQ and is exposed through the Distribution List Expansion (DLX) web service. The server uses a cache to limit the load on the Active Directory global catalog servers when requesting photos read from the thumbnailPhoto attribute.When the ABS receives a request for a photo from a client, it first checks if it already has the photo in its cache. The photos are cached in the same folder as the address book files, <Lync Server filestore>\\<WebServer Service Id>\\ABFiles\\<GUID>\\<GUID>. It is the folder with all zeroes in the GUID. The photos are stored as individual files with filenames in the format: <ContactId>.<PhotoHash>.photo (see Figure 2).The client sends the ContactId and the PhotoHash value of the photo in the search request to the server. If this PhotoHash value matches the hash value in the filename, <ContactId>.<PhotoHash>.photo, ABS returns the PhotoRelPath value to the file, <ContactId>.<PhotoHash>.photo, because the picture hasn't changed.If this PhotoHash value does not match the hash value in the corresponding filename or the photo has not yet been cached, the ABS will get the photo from the local Active Directory global catalog. ABS then computes the hash, stores the photo in the cache, and returns the values of PhotoHash, PhotoRelPath, and PhotoSize to the client.ABS deletes all cached photos in the nightly maintenance window. Check event 21056 in the event log and look for "Number of cached photos deleted". This means that it can take up to 24 hours before changed photos appear in the photo cache. To expedite this process you can delete the cached photo for the given user or issue the PowerShell command Update-CsAddressBook.Photos Referenced in Presence InformationThe presence information about a photo also contains as hash value. Lync 2010 uses that hash value to determine if it needs to get a new photo for a given user. If the hash value is the same and the photo is stored in the cache, it Lync 2010 use the cached version. If the hash value is different than the stored one, it will fetch a new photo.The difference between a photo referenced in presence information and photo stored in Active Directory is that Lync 2010 is automatically notified of changes to the photo configuration through the presence information.
- #50 Note OAB?
- #89 Outlook Live: Type = MSN
- #123 http://blogs.technet.com/b/daveh/archive/2010/03/09/expected-outdialing-behavior-for-play-on-phone-scenarios-in-microsoft-exchange-unified-messaging.aspx