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The most comprehensive, realistic, and useful guide to Microsoft Lync Server 2013, today's leading Unified Communications system. Four expert Lync consultants and implementers bring together in-the-trenches guidance for all facets of planning, integration, deployment, and administration. The authors introduce Microsoft Lync Server 2013, outline what it can do, and review the key improvements Microsoft has made in this version. They cover every form of communication Lync Server can manage, including IP voice, instant messaging, audio/video conferencing, web conferencing, and more. You'll find expert guidance on planning infrastructure, managing day-to-day operations, server roles, multi-platform clients, security, troubleshooting, and much more.Microsoft Lync Server 2013 Unleashed contains a new section on Office 365 and Lync Online, a chapter covering coexistence between on-premise and Office 365 Lync deployments, and another introducing Lync online configuration and administration.Throughout, the authors combine theory, step-by-step configuration instructions, and best practices from real enterprise environments. They identify common mistakes and present proven solutions and workarounds. Simply put, they tell you what works--and show how it's done.Detailed information on how to...* Plan for any type of deployment, from simple to highly complex--including virtualized environments * Walk step-by-step through installation, and understand important new changes in the installation process* Overcome obstacles to successful migration from older versions of Lync or Microsoft Office Communications Server* Manage server roles, including Front End, Edge, Monitoring, Archiving, and Director roles* Efficiently administer Lync Server 2013 through the Lync Server Management Shell* Leverage Lync Server 2013's significantly improved capabilities as a PBX replacement and videoconferencing solution* Integrate Lync with third-party video platforms, voice/video gateways, and cloud services* Evaluate the option of providing Lync services through Microsoft Office 365 hosting* Make the most of Lync Server 2013's dramatically upgraded web, mobile, and desktop clients
Contents
Foreword xiiiIntroduction xixPART I: LYNC SERVER 2013 OVERVIEWChapter 1 Getting Started with Microsoft Lync Server 2013 3Lync Server Overview 4Lync Server Terms and Acronyms 8Versions and Licensing 11Integration with Other Microsoft Applications 14Chapter 2 What's New in Microsoft Lync Server 2013 19Conferencing Improvements 19High-Availability and Disaster Recovery Changes 22Server Features 24Persistent Chat 27Hybrid and On-Premise Deployment Integration 27Client Features 28Voice Enhancements 32Chapter 3 Feature Overview and Benefits of Microsoft Lync Server 2013 37Presence 37Instant Messaging 44Web Conferencing 44Audio and Video Conferencing 45Dial-In Conferencing 45Enterprise Voice 47Remote Access 50Archiving 51Monitoring 51Summary 52Chapter 4 Business Cases for Lync Server 2013 53Why Unified Communications 53Return on Investment (ROI) 58Why Lync 2013 for Unified Communications 63PART II: MICROSOFT LYNC SERVER 2013 SERVER ROLESChapter 5 Microsoft Lync Server 2013 Front End Server 73Active Directory Preparation 74Installation 80Configuration and Administration Overview 109Troubleshooting 109Best Practices 110Chapter 6 Microsoft Lync Server 2013 Edge Server 111Edge Server Overview 111Edge Server Installation 115Edge Server Configuration 125Edge Server Administration 129Edge Server Troubleshooting 138Edge Server Best Practices 144Chapter 7 Microsoft Lync Server 2013 Monitoring and Archiving 147Monitoring Components Installation 148Monitoring Configuration 149Monitoring Administration 151Monitoring Troubleshooting 155Archiving Components Installation 156Archiving Configuration 156Archiving Administration 159Archiving Troubleshooting 160Best Practices 160Chapter 8 Mediation Server 163Mediation Server Overview 163Installing Mediation Server 166Mediation Server Configuration 172Mediation Server Administration 174Mediation Server Troubleshooting 176Best Practices 180Chapter 9 Director 181Director Overview 181Installing the Director Role 188Configuring the Director 198Administration of the Director Role 202Director Troubleshooting 209Best Practices 214Chapter 10 Persistent Chat 215Persistent Chat Overview 215Persistent Chat Deployment 216Configuring Persistent Chat 227Persistent Chat Administration 240Persistent Chat Troubleshooting 245Best Practices 246PART III: EXTERNAL DEPENDENCIESChapter 11 Dependent Services and SQL 251Active Directory 251Domain Name System 258Server Certificates 260Network Dependencies 267Office Web Apps Server 270SQL Server Dependencies 274Chapter 12 Firewall and Security Requirements 291Firewall Requirements Overview 291Ports Required for Internal and External Access 292Using Network Address Translation (NAT) with Lync Server 295Reverse Proxy Requirements 296Reverse Proxy Configuration 297File Share Permissions 304PART IV: ADMINISTRATION AND MANAGEMENTChapter 13 Monitoring Lync Server 2013 307Understanding Key Areas to Monitor in Your Deployment 307Monitoring the Health and Performance of Lync Server 2013 309Chapter 14 Administration of Microsoft Lync Server 2013 333Administration Overview 334Using the Lync Topology Model 343Managing Servers and Users 346Configuring Quality of Service 351Troubleshooting 354Best Practices 359Chapter 15 High-Availability and Disaster Recovery 361Defining Business Requirements for High-Availability and Disaster Recovery 361Designing for High-Availability 364Designing for Disaster Recovery 370Configuring Lync Server for High-Availability 380Executing Disaster Recovery Procedures 388PART V: MIGRATING FROM OLDER VERSIONSChapter 16 Migrating from Lync Server 2010 397Front End and User Migration to Lync Server 2013 398Edge Migration to Lync Server 2013 404Completing the Migration to Lync Server 2013 413Troubleshooting 424Best Practices 424PART VI: LYNC VOICE, VIDEO, AND INTEGRATIONChapter 17 Lync Telephony and Voice Integration 429Understanding Telephony Fundamentals 430Integration Methods 435End-User Scenarios 442Analog Devices 447Lync Voice Routing 450Best Practices 455Chapter 18 Advanced Lync Voice Configuration 457Building the Lync Topology 457Voice Routing 463Voice Features 476Advanced Enterprise Voice Features 480Dial-In Conferencing 492Response Groups 499Best Practices 510Chapter 19 Lync Native Video and Data Conferencing 511Lync 2013 Peer-to-Peer Video 511Lync Server 2013 Video Conferencing 519Lync Server 2013 Data Conferencing 524Chapter 20 Video Integration with Third-Party Products and Services 535Signaling Gateways 536Native Registration 541Media Transcoding Gateways 543Multipoint Control Units 545Software Plugins 549Summary and Comparison 549PART VII: INTEGRATION WITH OTHER APPLICATIONSChapter 21 Exchange and SharePoint Integration 555Server-to-Server Authentication 555Exchange Integration Features 561SharePoint Integration Features 580PART VIII: OFFICE 365 AND LYNC ONLINEChapter 22 Lync Online and Hybrid Deployments 589Overview of Lync Online and Office 365 589System Requirements 590Experiencing Lync Online 592Deploying Lync Online 594AD FS Deployment for SSO 611Configuring Directory Synchronization 618Lync Hybrid Deployment 623PART IX: LYNC SERVER 2013 CLIENTSChapter 23 Mac Client 629Installing the Client 630Feature Comparison 633Navigation and Layout 636Managing Contacts 639Managing Groups 640IM Features 641Audio/Video Calls and Conferencing 642Making a Video Call 643Web Conferencing 644Client Integrations with Other Applications 644Tuning Hardware for the Lync:Mac Client 646Troubleshooting 648Best Practices 648Chapter 24 Mobile Clients 651Mobile Clients Overview 651Lync Server 2013 Mobility Technical Review 654Deploying Lync 2013 Mobility 660Chapter 25 Windows Client 669Installing the Client 670Navigating in the Client 671Peer-to-Peer Conversations 677Conferencing 682Persistent Chat 688Integration with Other Applications 689Chapter 26 Browser Client 693Lync 2013 Browser Capabilities 693Lync Server 2013 Web App Technical Review 695Requirements to Deploy Lync 2013 Browser Functionality 699Chapter 27 Lync and VDI 705VDI Basics 706Introducing the Lync VDI Plugin 707Protocol Partner Solutions for the Lync VDI Plugin 717Thin Client Hardware Optimized for Lync 2013 719PART X: PLANNING FOR DEPLOYMENTChapter 28 Planning for Lync Online and Hybrid Deployments 725Comparing Topologies 725Lync Online and Office 365 Subscription Plans 729Planning for Lync Online 731Planning for Single Sign-On with AD FS 740Planning for Directory Synchronization 748Planning for a Hybrid Deployment 750Chapter 29 Virtualization Support 757Virtualization Overview 758Lync Server Virtualization Support Guidelines 763Lync Server 2013 Virtual Machine Recommendations 766Host Server Hardware Recommendations 769Lync Server 2013 Sample Virtual Topologies 772Sample Topology Considerations 783Client and Desktop Virtualization 784Best Practices 785Chapter 30 Planning for Basic Lync Services 787Determining the Scope of the Deployment 787Determining Your Infrastructure Needs 791Planning for Capacity 794Planning for IM 797Planning for Conferencing 800Planning for Clients and Devices 802Planning for Archiving 802Defining Your Archiving Requirements 803Planning for Management 805Documenting the Plan 807Best Practices 809Chapter 31 Planning to Deploy External Services 813Determining Feature Requirements 813Planning Edge Server Architecture 819Planning for High-Availability 827Reverse Proxy Planning 832Planning for Certificates 836Network Planning Considerations 839Preparing for Edge Servers 842Chapter 32 Planning for Voice Deployment 847Dial Plan 847Voice Routing 853Voice Resiliency 861Call Admission Control and Media Bypass 869Emergency Services 875Response Groups 880Additional Considerations 881Best Practices 884PART XI: ENDPOINTSChapter 33 UC Endpoints 889Standalone IP Phones 890USB Headsets, Speakerphones, and Handsets 891Webcams 895Conferencing Devices 896Best Practices 896Index 897



