unify² polycom-microsoft ucc portfolio

© 2008 UnifySquare. All rights reserved.© 2008 UnifySquare. All rights reserved.

Daniel Jonathan ValikSr. Architect for Unified Communications, [email protected]

Unified Communications, Convergence of Voice and Video

© 2008 UnifySquare. All rights reserved.

What is the experience today?Current communications and collaboration experience

Source: Ideal Communications and Collaboration Research by Microsoft, 2009


What would you like to have?Ideal communications and collaborations experience


Authentication

Administration

Storage

Compliance

Unified Experience

AudioConferencing

E-mail andCalendaring

WebConferencing Telephony

VideoConferencing Voice Mail

InstantMessaging (IM)

Communication & Collaboration Scenarios

Authentication

Administration

Storage

User Experience

Authentication

Administration

Storage

UserExperience

Authentication

Administration

Storage

User Experience

Authentication

Administration

Storage

UserExperience Authentication

Administration

Storage

User Experience

Authentication

Administration

Storage

UserExperience

Authentication

Administration

Storage

User Experience

Telephony andVoice Mail

InstantMessaging

E-mail andCalendaring

Unified Conferencing: Audio, Video,

Web

That´s Unified Communications

On-Premises & In the Cloud


5


Advantage for your BusinessProperties of innovative communication and collaboration

Headset Handset SpeakerPhone

USBPhone

IP Phone MobilePhone

PC Webcam Unified Conference

Station

Tele-Presence

Audio Video

Federated Business PartnerOffice Mobile @ any place


6


EfficiencyUCC let employees, customers and business partners communicate and collaborate in an easier way. It´s all around the simple way...

Easier and Faster Routine OperationsUCC supports the existing communication and collaboration workflow and creates room and flexibility for change management

Streamlined CollaborationStreamlined integration from Outlook, Web, mobile devices, thirdparty technologies, LOB applications and more, inside and outside of the Ortanisation

Tightly Integrated Communications

VoIP offers low cost and high quality communication from every application and device

Easy Adoption and Management, IntegrationMicrosoft UCC technologies offer “easy” to design, implement and management. Result is a higher SLA and Change level of UCC for your organization compared to other solutions.

Areas of InvestmentSmart working


7


Value and Cost SavingTCO and ROI factor for hard- and softfacts or collaboration costs for employees and your business contacts

Areas of InvestmentDo more with less…

Lower messaging costs 50 to 80 percent* through reduced spending on storage, third-party mobility, archiving, and backup solutions

Trim long-distance and audio conferencing costs 20 to 40 percent* with the Voice-over Internet Protocol (VoIP) and unified conferencing

Shrink the cost of communications systems 40 to 60 percent* by replacing legacy voice mail with Exchange Server 2010 and replacing expensive private branch exchange (PBX) equipment

Reduce real estate and facility costs 30 to 40 percent* by freeing employees from working at fixed desks or offices.Cut travel spending 20 to 40 percent* by replacing meetings with the Web, video, and audio conferencing capabilities


8


Extensibility and Interopability Improve your Line of Business Applications with UCC, define new interfaces, increase satisfaction and productivity

Areas of InvestmentImprove your „Business Interface“

Communication with your Customers & Business partnersBringing UCC to your companies web presentation, contact center/call center, sales specialists, customer´s first contact…

Customizations and integrationCreate new applications and interfaces for important divisions and areas of your companies business

Integration of Third-party and existing technologies Reuse your network infrastructure, integrate phones and devices, video conferencing services and technologies like technologies by Polycom


9


Value of UCC with Microsoft and Polycom


Polycom and Microsoft Alliance MissionOffer a best in class technologies for Video, Voice and Conferencing

10

Varity of certified devices

Enhanced conferencing


Lync Recording Management

Video publishing and search via SharePoint 2010

Built 100% on Microsoft technologies

Microsoft Video Management with

Accordent solutions

Microsoft/Polycom Integration

Exchange 2007/2010

Familiar workflow for users

Smart solution to enable truly unified conferences regardless of protocols

Include recording and live streaming easily!

Exchange Server Integration with Polycom Conferencing for Outlook

Presence-based dialing

Allowing secure calls across networks

Scalable infrastructure

Providing users with maximum choice

From mobility to desktop to conference rooms and immersive environment

Lync Server 2010 Integration


Polycom AdvantageDirect Integration with Microsoft Infrastructure

•Active Directory Integration

•Exchange/Outlook integration

•Direct registration to Lync Server 2010

•Native MS RTV/CCCP support (HDX) and RTV support (RMX)

•Leveraging Edge Server for federated calls and remote connections

•TLS and SRTP for security

•NO Implementation complexity

•NO additional network overhead due to added proxy

•NO single point of failure

•NO additional hardware costs

Polycom provides direct Integration versus gateway approach


Edge Server

Leveraging Microsoft Infrastructure

Call anywhere securely from any location using Microsoft infrastructure (Edge Server),using email format SIP URI

Polycom solution allows high quality conference experience between organizations at low bandwidth (H.264 High Profile supported)

Federation calls and remote workplace


Added flexibility and choice for multiparty calls

Polycom RMX with MPMx module • Microsoft RTV video up to 720P30• Support H.264 up to 1080P30FPS• “Meet-Me” on the bridge for all participants or MP call forward to RMX • Immersive Telepresence support• Full transcoding and CP video• Dynamic resource allocation for optimal resource utilization• Connect Lync clients to H.323 and legacy networks• MR and EQ Presence supported

AV MCU

Lync A/V MCU• default MCU for Lync• Video-switching (active speaker view)• Up to VGA • Modality Escalation• Click-to-conference• Dynamic add• Conference control (mute/unmute, etc)• Ad Hoc or Online Meeting (calendared)• Endpoints must support RTV/CCCP to join

Polycom HDX* •RTV/CCCP support•Up to 720P (p2p) with Lync 2010•Up to 1080P30 for H.264 calls

•Participation in Lync AV MCU calls •Support Microsoft SIP as well as H.323 simultaneously


• Polycom HDX

Advancing Native IntegrationSupporting Microsoft RTV codec

HDX Model HW Revision

HDX 4000 Rev C

HDX 6000 Rev A (all)

HDX 7000 Rev C

HDX 8000 Rev B

HDX 9000 Rev C (9006 only)

Polycom RMX

RMX Models HW Revision

RMX 1500 MPMx

RMX 2000 MPMx

RMX 4000 MPMx

RTV/CCCP option (CCCP for Lync environment, no OCS)CFS: $999 (Worldwide)

Refer to PB #1307 HDX Upgrade Kit for upgrading hardware

RTV: No license key required


Scalable Universal Conferencing Experience

No gateways

No extra media cards

Transcoding for max quality

Inside and outside network

(federated and remote access)

Multiple signaling protocols

They simply connect

Polycom UC Intelligent Core acts as Universal Conference Bridge

Immersive Telepresence 3Mbps

Cell PhoneAudio only

Room system (H.323) 256Kbps

Personal system(SIP) 384Kbps

Lync 2010768Kbps CX3000

Audio onlyOffice Communicator (Federated) 384Kbps


Lync To Polycom HDX SIP Endpoint

Lync client sees presence and availability ofHDX group system and can click to call


2H 2011Enhancement to Lync Integration

Further extend the native integration and enhance the user experience

• OCS-14 Call Admission Control (CAC) support

• Windows Live Messenger interoperability with Polycom HDX

• Lync Server 2010 support for ITP (Immersive Telepresence)

• Microsoft Lync room collaboration solution


Native integration to seamlessly access complete Lync UC experience

– Rich voice features and UC workflow support. CX are UC devices

Basic Interoperability – Compatible and enhanced functionality (not optimized)– Gives more options for telephony deployment (wireless, etc)– Current VoIP product lines researched for the interop– Target: The end of 2011

Providing Users with Options and Flexibilityfor Enterprise Telephony solutions


Introduction to the new CX Phones


Older CX Devices

• New Lync Server software for CX700– Can be loaded on existing CX700 devices– New SKU will available for order in December– Operates only in Enhanced mode, no basic mode– Delivers all Enhanced Mode benefits except contact photos

• All USB phones (CX100, CX200, CX300) will continue to work with Lync just as they do with OCS2007 R2 with no changes

• Windows XP, Vista and Windows 7 are all supported


• CX600 and CX3000 can “do it all”– Common area or user account login, Basic or Enhanced

mode, Better Together– Login and use on the network or off (home office, etc)– Designed for large scale deployment – cubicles, offices,

meeting rooms, remote workers, “hotdesking” applications

• CX500 has basic features– Common area or user account login, Basic mode only– Designed specifically for common area use – not large

scale deployment• Can only be signed in when on corporate network (no

remote use)• No Ethernet pass-thru (limits use in cubicles/offices)• No speakerphone or headset, no USB

CX IP Phone Login Summary


User Sign-in Mode Determines Feature Access

– “Enhanced Mode” requires user’s full credentials– After sign in, USB cable may be removed and credentials will be

retained in the phone, even after power cycling

CX500 CX600 CX3000 CX700

Enter full credentials directly on device using touch screen keyboard

EnhancedSign in from anywhere* using soft keyboard on phone’s touch screen

Use USB connection to Communicator “14” client to sign in phone with full credentials

Enhanced Enhanced EnhancedSign in from anywhere* that the PC can access the Server.

Enter DN and PIN Authentication using phone dialpad

Basic Basic Basic Sign in only within corporate network.

* Subject to topology and policy determined by Administrators


Phone User Modes

Enhanced modeUsing username/password via Communicator

Individual VM listing

“14” integration call

logs

Calendar

Join Conf.

Better Together with Lync client

Basic mode Using PIN authentication directly on phone

Contacts PhotosMessage Waiting

Indicator

Local call logs

Voice RFP Features

Remote usage*

Conf. leader experi-ence

* after intranet provisioning


Deploying CX 500/600/CX3000 Phones


Deploying CX600 / CX3000 via USB

1. Login to Lync client on the PC/Laptop2. Connect the Phone to a POE port on the switch and

let it start up3. Tether phone to the PC/Laptop using the USB cable4. Press the OK key on the phone and a login window

will pop up on the PC/Laptop asking you to re-enter the login credentials

5. Phone will contact the server to download and install the certificate

6. Phone is ready for use


Deploying CX500

1. No USB, so must use Pin Authentication2. Phone will query DHCP server for options 43 and 120 over

port 57/583. If deploying as Common Area Phone, need to create CAP

object first and assign Line URI and Pin. Otherwise, just use the user’s Line URI and Pin

4. Power up the CX500 by connecting it to a POE port5. Enter the Line URI without the + sign6. Enter the Pin7. Phone is ready for use. Note that there is no calendar or

call logs function


Deploying CX600 / CX3000 without USB

1. Do a hard reset of the phone2. At the Welcome screen which asks “Do you have a computer

available to simplify setup and enable all features on this phone?”, click No

3. Enter the Line URI without the + sign4. Enter the Pin5. Complete the login process eg. Timezone, phone pin, ring

tone etc…6. Note that there is no calendar or call logs7. Phone is ready for use


Get Device Logs

1. On Lync Management Shell, run Set-CsUcPhoneConfiguration –LoggingLevel 3. Power cycle the device

2. On the device, select Menu->System Information and click Send Logs3. Copy the ReadLog.exe tool to

\\<lync-server-fqdn>\share\1-WebServices-1\DeviceUpdateLogs\Client\CELog– Readlog.exe is found in the host c:\tools

4. On the Lync server, open Powershell5. Type > cd <filesharelocation>\1-WebServices-1\DeviceUpdateLogs\Client\

CELog 6. Type > .\Readlog.exe <.clg1 file> DeviceLog.txt7. Open DeviceLog.txt using Notepad8. View the logfile contents and check for errors (if any)9. The .clg file may be asked by Microsoft Support for device troubleshooting

support incidents


updating cx phone firmware


Step 1: Obtaining CX Phone firmware updates1. Make sure DNS has A record of ucupdates-r2 pointing to the

Lync server2. Check your phone firmware by pressing Menu - > System

Information1. Versions earlier than 4.0.7576.0 is beta firmware

3. Updates are in the form of .cab files downloadable from Microsoft web site

4. In this lab, the update for Aries phones is in the host C: drive under c:\Lync2010RTM\Lync 2010 Phone Edition - Aries PLCM (US)

5. Copy this .exe file to the Lync server c:\


Step 2: Extract the CAB file

1. Run the .exe file on the c:\

2. Select “I accept…” and click Next


Step 2: Extract the CAB file (cont’d)1. Click Browse to choose where to extract the cab file (C:\)

2. Click Next and in the next window click Finish


Step 2: Uploading the CAB file into Lync1. On the Lync server, start the Lync Management Shell and run the

following cmdlet1. Import-CsDeviceUpdate –Identity “service:WebServer:lync.uctrg.apac.local” –

FileName C:\ucupdates.cab

2. [Optional] Run help Import-CsDeviceUpdate for more details on the cmdlet


Step 3: Approve the updates for the phone model

1. Start the Lync Server Control Panel, login as administrator and click on Clients, then click on Device Update

2. Select all phone models., then click Action and select Approve

3. The phone will take about 10-15 mins of inactivity to automatically get the firmware update and will restart itself


Updating CX Phones in OCS2007R2• Process is similar, but the Device Updater tool is found in OCS

Management Console


Updating CX Phones in OCS2007R21. Click on Tools - > Upload .cab file and choose the ucupdates.cab file2. Right click on the phone models and select “Approve”3. Phones will automatically get the firmware and restart itself after 10-15

mins of inactivity


Integrating HDX with OCS / LYNC and Exchange


HDX General ConfigurationsHDX LAN Properties

– Hostname and FQDN should be set and match OCS/Lync environment– DHCP or manual. Recommend DHCP– DNS and Default Gateway (automatically provided if using DHCP)

HDX Time– Manually– NTP Server – Domain Controller

H.323 and SIPSecurity Encryption – must match OCS / Lync Settings

– HDX Options: Off, When Available, Required for Video Calls only, Required for All Calls

– Check Lync using Management Shell cmdlet get-CsMediaConfiguration and check EncryptionLevel settings

– If need to change, set-CsMediaConfiguration –EncryptionLevel SupportEncryption


HDX SIP SettingsTransport Protocol can be Auto or TLSUsername is the SIP address eg. [email protected] User Name is the UPN in Active Directory eg. [email protected] Registrar Server:

– IP or FQDN of OCS/Lync

For ICE, SIP Registrar:– <FQDN>:443– <IP Addr>:443

mailto:[email protected]

mailto:[email protected]


HDX Directory IntegrationConfigure Contacts Directory for OCS


HDX – Calendaring with ExchangeRoom Mailbox or User Mailbox?

Deploying an HDX to a User for Calendaring is relatively easy, as their Active Directory account is enabled.

Creating a Room Mailbox automatically creates a disabled AD user account. This needs to be enabled using the MMC

Room Mailbox by default also deletes Subject and Comments on meeting, both which are required for HDX calendaring to retrieve details

If security policies do not allow Room Mailbox account to be enabled in AD, use ‘service account’ strategies for Room mailbox permission management.

Individual service accounts for individual mailboxes

A master service account to control multiple mailboxes

Refer to HDX Admin Guide for details


Using Outlook Web Access

If Outlook Web Access is available, can use this method of disabling these settings.

Login as the Room using its name/password, and click Options.

On the Options screen, configure Resource Settings.

Red items are required configs.

Blue item is optional (recommended).

HDX Room Mailbox customizations (Exchange2007)


HDX Room Mailbox Customizations (Exchange2010)

Open Exchange Management Console, and expand Recipient Configuration - > MailboxSelect the Room Mailbox and right click to select PropertiesIn the Resource Information tab, uncheck the two items

– Delete coments– Delete the subject


HDX Integration CompleteCheck Status in the Diagnostics page


New RTV/CCCP option in HDX

Allows 720p HD video peer to peer with Lync client capable of sending 720p HD (quad-core, HD camera)Even if Lync client is not capable of sending 720p HD, it can still receive 720p HD from the HDX if full screen video is enabled.Allows users to drag and drop a HDX into an existing P2P or multiparty Lync video conferenceAllows HDX to receive Lync Online Meeting invitation from Outlook (provided the HDX has an Exchange account) and display the meeting in its calendar with the Join Now button enabledLync Online Meetings invitations are multiparty conferences hosted on the Lync MS AVMCU, not the RMX.HDX can only have 1 RTV session at any one time. HDX cannot handle MP Plus when in a Lync Call


HDX with RTV/CCCP option enabled


Integrating RMX & RSS with OCS / LYNC and Exchange


RMX Configurations Required• RMX Firmware Requirements

– RMX v7.0.1 for ICE (MPM+)– RMX v7.1 for ICE/SRTP (MPMx)– RMX v7.2 for RTV and Click2Conference support

• RMX Time – NTP Server should be DC running Windows Time Service (Default)

• RMX Certs – CSR method or PFX method can be used. CSR method is simpler and required for commercial 3rd party certs eg Verisign

• RMX Management IP– DNS– Domain

• RMX IP Network Services– SIP Server IP (OCS FE or Pool IP Adddress)– SIP Domain (not necessarily the AD Domain if its different)– Port 5061 (TLS)


RMX Integration with OCS 2007

Setting the Trusted Host for RMX in OCS• DNS Entry for RMX has to be created if using

FQDN


RMX Integration with OCS 2007

Setting the Static Route for RMX in OCS• SIP domain for VMRs• SIP domain can be same domain as OCS or

different domain


RMX integration with Lync 2010Powershell only

– $route = new-csstaticroute -tlsroute -destination "RMX2000.uclab.apac.local" -port 5061 -matchuri "video.apac.local" -usedefaultcert $true

– set-csstaticroutingconfiguration -identity global -route @{Add=$route}– new-cstrustedapplicationpool -identity video.apac.local -registrar

lync.uclab.apac.local -site 1 -computerfqdn RMX2000.uclab.apac.local -throttleasserver $true -treatasauthenticated $true

– new-cstrustedapplication -applicationid PolycomApp -trustedapplicationpoolfqdn video.apac.local -port 5061

– enable-cstopology

Notes– lync.uclab.apac.local is the FQDN of the pool and server (for std edition)– video.apac.local is the domain to route calls to the RMX and PCO– RMX2000.uclab.apac.local is the FQDN of the RMX and cert Subject

name– For single site, -site 1 will work. Otherwise run get-CsSite


RMX Integration PreRequisitesRMX Time

– Recommended Use NTP server to point to DC– Otherwise set manually to sync with Lync server time


RMX Integration PreRequisitesRMX Management Network Service for DNS

– MCU Host Name must match the DNS entry created for RMX in OCS– Local Domain Name is the DNS Suffix eg. uctrg.apac.local


RMX Network SettingsOn the IP Network Services Properties page, configure the RMX IP Network to have both H.323 & SIP or SIP only


RMX Network SettingsDNS on the IP Network Service Properties will be grayed out and follow Management IP settingsIf different, reboot RMX


RMX Integration to OCS/Lync

Defining a SIP Network Service in the RMXTransport Type: TLSCertificate Method: CSRSIP Servers

– Server IP address: <IP addr>– Server Domain Name: SIP domain

• Eg. uctrg.apac.local

– Port: 5061

Outgoing Proxy Servers– Not required


RMX - Getting Certs Step #1Only TLS connections to the RMX will work, TCP connections will not work.Click on Create Certificate and fill in the detailsThe Common Name (DNS) MUST match the FQDN of the RMX defined in DNSClick on Send Details and then Copy Request to the clipboard


RMX - Getting Certs Step #2Connecting to CA to request certificatehttp://dc.uctrg.apac.local/certsrv and login as uctrg\administratorClick on Request a Certificate and then Advanced Certificate Request

http://dc.uctrg.apac.local/certsrv


RMX - Getting Certs Step #3Click on Submit a certificate request by using a base-64-encoded CMC or PKCS #10 file, or submit a renewal request by using a base-64-encoded PKCS #7 filePut the mouse cursor into the box and CTRL-V to paste the requestChoose the Certificate Template = Web ServerClick Submit


RMX - Getting Certs Step #4Download the cert as a Base-64 encoded .cer fileOpen the file using Notepad and copy all the contentsReturn to the RMX screen and click Send CertificateIn the Send Certificate window, click Paste Certificate and then Send Certificate


RMX FlagsRMX MCMS System Flag Configuration

– MS_ENVIRONMENT=YES• Supports SIP over TLS only and not over TCP

– SIP_FREE_VIDEO_RESOURCES=NO (Default)– SIP_FAST_UPDATE_INTERVAL_ENV=0(Recommended)– SIP_FAST_UPDATE_INTERVAL_EP= 0(Recommended)


RMX Exchange Integration Step #1

RMX version 6 and 7 offers new Exchange integration, and simplified OCS integration.

Exchange configurations are found in the Setup menu -> Exchange Integration Configuration


RMX 1500 / 2000 / 4000 – Exchange Integration

Standard User Mailbox has to be created in Exchange. Do not create Room Mailbox

RMX is the only product that requires specifying the full Exchange Web Services URL, down to the .asmx page.

Eg. https://exch2010.uctrg.apac.local/EWS/Exchange.asmx

Other values as shown are self explanatory.

For DMA integration, do not check the Automatically Accept Invitations box


RMX ICE configuration

Create a new Lync/OCS user and enable for federation and remote access - eg. rmx1500ice (avoid using upper case chars)Enter the username into the SIP Advanced settings on the RMX IP Network ServicesSelect MS for ICE EnvNo password required

– RMX is a trusted host


VMR Presence Configuration (Lync only)An RMX conference profile must be chosen for SIP Registration.

– Only 1 conference profile per RMX can be enabled for this

All VMR’s using this conference profile will then be Presence enabled if a Lync user account is created for that VMR


VMR Settings for Presence enablement

Use lower case only for VMR routing name eg. Virtualroom1Must match SIP URI of Lync acct – eg. [email protected]


RMX Click to Conference

Allows OCS/Lync clients to start multipoint A/V conferences on the RMX The ad-hoc conference gets hosted on the RMX instead of the Microsoft A/V MCU, offering better, higher quality video, many video layouts and connection to many types of endpoints, via various networks (H.323, ISDN, PSTN and non-MS SIP)Click-to-Conference mode is enabled by running the PolycomOCSConfigurator.exe utility that can be downloaded from the Polycom Service site.


Click to Conference configuration

Run this on the Lync serverEnter FQDN of RMXClick Start buttonRun the installation


Check the Click 2 Conference script is installed


Configuring RSS4000 for PCO


RSS4000 Integration for RMX• RMX Recording Link must first be defined with the RSS4000 IP

address• Alias should not be specified (refer to RMX Admin Guide)


RMX Conference Profiles for PCO

• Clicking on Enable Recording will result in every PCO call being recorded

• This defeats the purpose of the Plug-In’s feature of choosing whether to record or not

• The correct way is NOT to select Enable Recording and let the PCO send the Recording command to the RMX


PCO Conference Started on RMX with Recording


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Summary and Take aways

• Unified Communications by Microsoft and Polycom is Enterprise ready

• UCC can help to increase the business productivity, ROI and TCO of IT- and Telecommunication investment

• Polycom offers certified devices for every usage area and is Alliance Partner of Microsoft and Unify²

• Investment for UCC for Microsoft has more advantages as other solutions, cost saving, interopability, extensiblity, cloud and on-premise, roadmap, partners, etc.

• UCC changes the communication and collaboration in a company environment, planing and change management often required

• 1000´s of reference customer outside, by Polcom, Microsoft and Unify²


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Daniel Jonathan Valik, MAS, MBA

UC Architect APAC, Unify2, Inc. http://unifysquare.com/bios/daniel.aspx

Contact information

http://unifysquare.com/bios/daniel.aspx

http://unifysquare.com/bios/daniel.aspx


StrategyArchitectureDeployment

© 2008 UnifySquare. All rights reserved. Microsoft, Office Communications Server and other product names are or may be registered trademarks and/or trademarks of

other companies.UNIFYSQUARE MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Thank you

unify² polycom-microsoft ucc portfolio

Technology

ideal communications

unified conferencingshrink

live technologies

class technologies

thirdparty technologies

current communications

video conferencingservices

existing communication