Transcript Extend Your Messaging Environment with Real-time Communication Jim McBee Ithicos Solutions http://www.ithicos.com Who is Jim McBee!!?? • Consultant, Writer, MCSE, MVP and MCT – Honolulu, Hawaii • Principal.

Extend Your Messaging
Environment with Real-time
Communication
Jim McBee
Ithicos Solutions
http://www.ithicos.com
Who is Jim McBee!!??
• Consultant, Writer, MCSE, MVP and MCT –
Honolulu, Hawaii
• Principal clients (Dell, Microsoft, SAIC, Servco
Pacific)
• Author – Exchange 2003 Advanced
Administration (Sybex)
• Blog
– http://mostlyexchange.blogspot.com
– http://www.directory-update.com
This session’s coverage
• Presentation and demos – About 65 minutes
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Communications Convergence
Unified Messaging with Exchange 2007
Unified Communications
Presence and devices
• Please check my blog for the latest updates to these
slides:
– http://mostlyexchange.blogspot.com
• Book give away – Drop off your business card or write your
name on a slip of paper
• Questions and answers
– I’ll try to take questions as they come up as long as this does not slow
us down too much.
This “vision” thing
• Bring all sources of information to a single
place
• Find the right person at the right time
• Location key information and sources quickly
• Control my phone and contacts
• Allow important calls and IMs to “follow me”
• Integrate information workers with their
content
• Allow easy one-to-one and one-to-many
Communications Convergence
Communications
Convergence
Occurs
Communication
Capabilities
E-mail/Calendaring
Mobile Phones
Voicemail
Fax
Integrated
Communication
Solutions
IM and Presence
Web and Video
Conferencing
VoIP
PBX Integration
Integration with
Applications
IP Telephony
Unified Messaging
Mobile/Remote
Solutions
Horizontally
Integrated
Communications
Expanded VoIP
Scenarios
Common Directory
Standards Based
Exchange Server 2007 Themes
IT Pro Situation
E-mail is missioncritical
E-mail systems too
complex/
expensive
Management tasks
tedious, not
automated
Control
Info Worker Situation
Users want easy
access to all their
communications
Mobile devices are
increasingly
common
Calendaring is
frustrating
Anywhere
Access
Org-wide Situation
Security the top
concern
Spam and viruses
compromise the email experience
Regulatory
compliance critical
in many industries
Built-In
Protection
Expanding Anywhere Access
• Users are accustomed to using multiple tools
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Email / calendar data in Outlook
Phone calls via desk or mobile phone
Faxes via fax machines
Other data via custom applications
• This leads to wasted time and confusion
– "My cell phone was dead so I couldn't call."
– "Did you get the voice mail I left you?"
– "Our fax machine is broken again!"
What Is Unified Messaging?
• Differing view points
• Solution: put voice and fax data into the
Inbox
– Gives desk-bound users access to all
communications from one place
– Gives mobile users access to all data from
laptop, browser, mobile device, and telephone
Why now?
• Concepts are certainly not new
• Many reasons for Microsoft’s entrance in to
the market
– Low market penetration (less than 10%)
– Existing solutions not well integrated
– Require schema changes and/or Outlook
extensions
– High price point
– Complex
Exchange Unified Messaging
Directory Server
Key
SMTP
Unified Messaging
Server
Hub Transport
Server
Client Access
Server
Mailbox
Server
VoIP Gateway
MAPI RPC
HTTPS
Site
PBX
IP-PBX
VoIP
Outlook
Forest
RPC/HTTPS
PSTN
LDAP
Internal Phone
Internet
TDM
Internal Phone
External
Phones
Fax
Exchange
ActiveSync
Outlook
Web
Access
Outlook
Unified Messaging Gateways
• Two types of private branch exchange (PBX)
– Conventional PBX
– Voice over IP (VoIP) PBX, or just "IP-PBX"
• Exchange Unified Messaging
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Communicates directly with IP-PBX
Requires gateway for conventional PBX
Uses SIP over TCP for call setup/teardown
Uses RTP over TCP for voice data transfer
Uses T.38 for fax signaling and transfer
• Gateways available from Intel and AudioCodes
– See Microsoft web site for list of supported PBXs
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http://mostlyexchange.blogspot.com/2007/03/low-cost-telephone-line-to-voip-gateway.html
What Happens When the Phone Rings?
1. Caller places call, which is routed to the PBX
2. If the Automated Attendant is in use
1. It answers the call and plays the greeting
2. The caller makes menu choices, which may trigger
further menus or call routing actions
3. PBX rings requested extension (which may
actually be a hunt group)
4. If the extension doesn't answer, the call is
transferred to the UM server for action
What Happens When the Phone Rings?
5. UM server receives SIP call setup request and
1. Uses requested extension number to query AD for
user's email address
2. Retrieves user greeting from mailbox server
3. Plays back greeting
4. Records caller message
5. Creates MIME message containing voice mail
6. Sends message to Hub Transport server
Unifying E-mail, Voice-mail, and Fax
Unified Messaging Audio Encoding
• Exchange Server 2007 Unified Messaging supports
3 different codecs
– Uncompressed: 64kbps, same as standard phone audio
bandwidth
– GSM: approximately 8kbps
– Windows Mobile (default): 4kb + 1kbps
• Codec choice is set as part of the Exchange
organization settings
Real-time Communications and
Presence
The Role of Real-Time
• Messaging / calendaring / voice-mail are
asynchronous
– Sending and receipt are decoupled
– Explicitly store-and-forward by design
• Not every kind of interaction is asynchronous
– Passing notes vs. having a conversation
– “Phone tag” and “voice mail jail” vs IM and
conferencing
The Role of Presence
• Presence: status information about your contacts
– Standard: online, offline, busy, etc.
– Enhanced: “busy until”, out of office message, “reachable
via” info, customized states
• Originated with consumer IM applications
• High value in business environment
– Find out who’s available at a given time
– See the status of a contact even when they’re offline or
busy
– Quickly find the people who are available when you need
them
Live Communications Server 2005
Enterprise-grade scalable and
secure IM solution
Integration with desktop and
LOB applications
Extensible platform built on
industry standards
Federation support and AOL, Yahoo! &
MSN connectivity
Unified Communications
E-mail and
Calendaring
Unified
Messaging
Enhanced
VoIP
IM and
Presence
On-premise and
Hosted Conferencing
Office Communications Server 2007
Investment Themes
Enhanced
Enterprise IM
Group IM
Enhanced presence
Improved scalability, security, compliance, and manageability
Multi-Party OnPremise
Conferencing
Ad-hoc and scheduled online meeting capabilities
Flexible IP audio / video conversations and meetings
RoundTable with panoramic view of room
Call
Management
Rich, integrated voice offering
Presence-enabled IP phone experience
Control of the desktop phone
OCS – Two Editions
Role
Scenario
Purpose
Sizing*
High
Availability
Standard
Edition
IM/Presence,
Conferencing,
Voice
All-in-one functionality for
simplest deployments
Small-Medium deployments
(e.g., 2,000 users depending
upon load)
No
Enterprise
Edition
IM/Presence,
Conferencing,
Voice
Highly available/scalable
for enterprise scale
deployments. Collection of
MCUs.
Enterprise-Class Deployments
–multi-server deployments
(e.g., 50,000 users)
Load Balancers,
Multiple Servers
in a pool
OCS 2007 Server Roles
Role
Scenario
Purpose
High Availability
Edge Server
IM/Presence,
Conferencing,
Voice
Perimeter Network (a.k.a. DMZ) –based relay
for external/anonymous access, Federation,
media firewall traversal
Load Balancers
Mediation Server
Voice
Interoperability with telephony environments
Multiple Servers
Archiving Server
IM/Presence,
Conferencing,
Voice
Compliance archive for IM
CDR store for Conferences and Voice
Multiple Servers
Communicator
Web Access
IM/Presence
Web Access for Communicator IM/Presence
functionality
Load Balancers
OCS Component Dependencies
Component
Scenario
Purpose
Active Directory
IM/P, Conf,
Voice
Enterprise Directory – users and configuration
DNS
IM/P, Conf,
Voice
Name resolution to locate Director/Home Server, Federation,
Remote Access, Auto configuration of clients (Communicator,
“Tanjay”)
Load Balancer
IM/P, Conf,
Voice
3rd-party (e.g., F5) Hardware for High Availability
HTTP Reverse Proxy
IM/P, Conf
Reverse Proxy (e.g., ISA, or 3rd-Party like CheckPoint) in the
DMZ for access to CWA and Conferencing Web functions.
Hardware or Software
IP<->PSTN Gateway
Voice
3rd-party gateway to connect Enterprise Voice, Hardware and
Software.
RCC Gateway
Voice: RCC
3rd-party SIP/CSTA gateway for
Remote Call Control Software
File share
Conf: Web
Standard Windows File Share for storing web content
CA/PKI
Certificates
Public Key Infrastructure is integral to OCS encryption
Exchange 2007 SP1 UM
Voicemail
Exchange 2007 SP1 is required if integrating OCS
with Exchange Unified Messaging
Simple Deployment Path
(Standard Edition Server)
Deployment Scenario
AD
Medium business
Enterprise –
small/initial/regional deployment
Functionality
All IM/Presence/Conferencing
(including A/V, Web, IM conferencing)
Integrated address book server (ABS)
Standard
Edition
Prerequisites
Active Directory
Scale
1 Server (1 Role)
Up to 2000 users
Simple Deployment
With External Access
Deployment Scenario
Medium business
Enterprise – small/initial/
regional deployments
External/
Federated/
Anonymous
Users
AD
Perimeter Network
Edge Server
Standard
Edition
Functionality
All IM, Presence,
Conferencing (including A/V,
Web, IM conferencing)
External/Federated (including
PIC) /anonymous access*
No voice, high availability
Prerequisites
AD, HTTP Reverse Proxy
(e.g., ISA)
HTTP Reverse
Proxy
Scale
2 Servers (2 Roles)
Few thousand users
* Additional license required for PIC
Simple Deployment
With CWA and Archiving
Deployment Scenario
Medium business, or
Enterprise – small/initial/ regional deployment
Functionality
All IM/Presence/Conferencing (incl. A/V, Web,
IM conferencing)
External/Federated
(incl. PIC)/Anonymous access*
Voice – multiple locations
No high availability
Prerequisites
AD, HTTP Reverse Proxy
(e.g., ISA)
Scale
4 Servers plus 1 Mediation Server
per Basic GW (4 Roles)
Few thousand users (goal)
Notes
Archiving Server shown here with co-located
SQL server – SQL can be split into its own
separate box if desired
* Additional license required for PIC
The resulting real-time services
Enhanced Enterprise IM
• Integration with Exchange distribution groups
– No longer need to manually duplicate groups
– Use the group in real time or add it to contact list
– Send messages or invitation to groups at once
Presence Everywhere
• Presence sprinkled everywhere
in Outlook
• Sharepoint integration
• Contextual entry points
Enhanced Enterprise IM
Richer Presence
Presence becomes
more granular and
flexible
Contacts can be
assigned to different
levels of presence
information
Works across
federated boundaries
Enhanced Enterprise IM
Richer Presence
Users can now set custom
presence states
Can be controlled by user or IT
Configured in XML file
This can enable people to
make better communication
decisions
Includes location option
Interruption Management
• Send all
communications
to voicemail when
in do-not-disturb
• Allow specific people
breakthrough privileges
• Lightweight notification
in presentation mode
• Suppression of audio
notifications based on
how busy user is
Consolidated History In Outlook
• Automatic history for all IMs
and Calls
• Custom forms and views in
Outlook
• Missed Call entry point in
Communicator
Integration with OneNote 2007
• Make notes during a call
with OneNote – straight
from the Conversation
Window
• Stored call logs can link
to the OneNote notes
Communicator-Based Conferencing
• Simple ‘1-click’
conferencing
• Seamless escalation
from 2 party voice /
video call to MCU
based conference
• Ability to provide
context
Office RoundTable
• Immersive virtual meetings
– Active speaker and
panorama views
– Views synchronized with
data
• Revolutionary experience
– Record and playback
meetings
– Suitable for every meeting
room
Device and phone integration
Do what my phone did…
• Experience optimized
for Voice
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Lightweight
Easy
• Functionality to meet
iWorker’s voice
needs
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Rich Call Control
Voicemail and
Message
waiting
Indication
Call Forwarding
Settings
Extending Communicator experience
Today: PCs, web, mobile devices
Tomorrow: Dedicated communications devices
Software for innovative IP phones
Implementation design with embedded software
Partners will deliver production devices
Call Management
• Go beyond the phone
– Use PC audio, USB
handsets, or headsets
– Choose separate
ringing, listening, and
speaking devices
– Enable cool new
features from Microsoft
partners like Polycom
and Nortel
Unique Unified Experience
USB Handset and Headset (design examples)
Enables a personal and intuitive unified
communications experience that tightly
integrates with Microsoft Office
Communicator
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Office Communicator for
Windows Mobile
Presence and Location
Corporate address book
Secure IM
Integrated IP telephony
Unified Communications: Better
Together
Questions?
Book giveaway and e-mail notice
• Please give me a piece of
paper with your name for
drawing
• Include your e-mail address
or give me a business card
if you want:
– 20% discount code for
Directory Update software
• Keep an eye out for
Mastering Exchange Server
2007 – Working on an SP1
release
More information…
• Office Communication Server
– http://www.microsoft.com/lcs
• Tips and Tricks for Secure Messaging eBook by Jim McBee
– http://nexus.realtimepublishers.com/ttgsm.htm
• My blog (Mostly Exchange)
– http://mostlyexchange.blogspot.com
• Paul Robichaux’s Exchange Security blog
– http://www.e2ksecurity.com/
• Slipstick Systems
– http://www.slipstick.com
• Security for Exchange: Assessment, Auditing, and Hardening
presentation slides
– http://preview.tinyurl.com/32m3dt