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Configuring Unified Messaging and Office Communications Server 2007

 

Applies to: Exchange Server 2007 SP3, Exchange Server 2007 SP2, Exchange Server 2007 SP1

Topic Last Modified: 2008-07-03

Microsoft Exchange Server 2007 Unified Messaging and Microsoft Office Communications Server 2007 can be deployed together to provide voice messaging, Instant Messaging (IM), enhanced user presence, audio-video conferencing, and an integrated e-mail and messaging experience for users in your organization. This topic discusses how to configure Exchange 2007 Unified Messaging and Communications Server 2007 to support these features.

For more information about Communications Server 2007 and to download the reference and Help documentation for Communications Server 2007, see Office Communications Server and Client Documentation Rollup.

Exchange 2007 Unified Messaging combines voice messaging and e-mail messaging into a single messaging infrastructure. Communications Server 2007 Enterprise Voice takes advantage of the Unified Messaging infrastructure to provide voice mail, subscriber access, call notification, and auto attendant services.

Before you can implement these services or features, you must do the following:

  • Install Communications Server 2007 in the same Active Directory directory service topology as the Unified Messaging servers.
  • Deploy the following Exchange 2007 server roles:
    • Unified Messaging server role   The Unified Messaging server connects Exchange 2007 with Communications Server 2007.
    • Hub Transport server role   The Hub Transport server routes e-mail messages from the Unified Messaging server to user mailboxes.
    • Client Access server role   The Client Access server hosts client protocols, such as Post Office Protocol 3 (POP3), Internet Message Access Protocol 4 (IMAP4), Secure Hypertext Transfer Protocol (HTTPS), Outlook Anywhere (formerly known as RPC over HTTP), the Availability service, and the Autodiscover service. The Client Access server also hosts Exchange Web services.
    • Mailbox server role   The Mailbox server hosts user mailboxes.
      For more information about the server roles that are included in Exchange 2007, see Overview. For more information about how to install each server role that is included in Exchange 2007, see New Installation.
  • Install Exchange 2007 Service Pack 1 (SP1) on the computers that have the Unified Messaging server role installed.
  • Install and configure Communications Server 2007 in your organization, as follows:
    1. Install Communications Server 2007 on servers in your organization.
    2. Install a valid certificate that is valid and signed by a certification authority on the Communications Server 2007 servers.
    3. Make sure that the certificate that you installed on the Communications Server 2007 servers is trusted by the Unified Messaging servers.
    4. Confirm that at least one Communications Server 2007 pool object is created during installation.

You must have a certificate that is trusted by both the computers that are running Microsoft Exchange and Office Communications Server 2007. In an environment that has Office Communications Server 2007 and Exchange 2007 Unified Messaging, use the following guidelines for deploying a trusted certificate:

  • Import a certificate that is valid and signed by a certification authority (CA). This should be a trusted third-party commercial certificate or a public key infrastructure (PKI) certificate and should be imported on the Communications Server 2007 computers and the Exchange servers that have the Unified Messaging and Client Access server roles installed.
  • The most simple certificate deployment scenario is to import the same third-party commercial or PKI certificate to each Exchange 2007 server that has the following server roles installed: Unified Messaging, Client Access, and Hub Transport. Also install this trusted certificate on each computer that is running Office Communications Server 2007. This will help simplify your certificate deployment and reduce the administrative overhead associated with deploying certificates. However, you must obtain a trusted certificate that supports Subject Alternative Names (SANs).
    noteNote:
    If you are using a SIP secured or Secured dial plan, a trusted certificate is required between the Unified Messaging servers and the IP gateways or if a direct SIP connection is used. If you are using a SIP secured or Secured dial plan, you can use the same trusted certificate that is used between Communication Server 2007 computers and the Unified Messaging, Client Access, and Hub Transport servers.
  • Although you can install the Unified Messaging server role and other Exchange 2007 server roles on the same computer, when you are deploying Communications Server 2007 we recommend that you install the Unified Messaging server role on a computer that will not be running other Exchange 2007 server roles. If another server role is installed on the same computer as the Unified Messaging server role, the Microsoft Exchange Unified Messaging service may select the incorrect certificate and be unable to use mutual TLS to encrypt traffic. This occurs because of limitations with subject alternative names found in certificates
    For example, if you install the Unified Messaging server role first, and then later install the Client Access server role on the same server, the Microsoft Exchange Unified Messaging service will use the certificate that is created by the Client Access server role instead of the certificate that was created when the Unified Messaging server role was installed. This is because the Microsoft Exchange Unified Messaging service looks for the certificate in the Trusted Root Store that has the most time left before it will expire.
  • Because the trusted certificate uses mutual TLS to establish an encrypted channel with Communications Server 2007, Client Access, Hub Transport, and Unified Messaging servers, the name on the certificate that is used during mutual TLS negotiation must match the fully qualified domain name (FQDN) of the server that presents the certificate.
    noteNote:
    If no PKI, commercial certificate, or self-signed certificate is located in the Trust Root Certification Authorities store on the Unified Messaging server, the Microsoft Exchange Unified Messaging service will create another self-signed certificate and use it for mutual TLS.

After you have installed the required server roles in your Exchange 2007 organization, there is a recommended sequence of steps that you must perform on the Exchange UM environment and in your Communications Server 2007 environment to correctly deploy Enterprise Voice and Exchange 2007 Unified Messaging. Exchange 2007 Unified Messaging is used to provide call answering, Outlook Voice Access, and auto attendant services. Communications Server 2007 enables more advanced features that are found in Enterprise Voice services. The following figure illustrates the recommended deployment path for implementing Enterprise Voice services found with Exchange 2007 Unified Messaging and Communications Server 2007.

Deployment Path for UM and OCS

For more information about Communications Server 2007 and to download the reference and Help documentation for Communications Server 2007, see Office Communications Server and Client Documentation Rollup.

There are several steps that you must complete to configure Exchange 2007 Unified Messaging to work with Enterprise Voice in Communications Server 2007. You must do the following:

  1. Create one or more Exchange 2007 Unified Messaging Session Initiation Protocol (SIP) URI dial plans that each map to a corresponding Communications Server 2007 location profile. An Enterprise Voice location profile must be created for each Exchange UM dial plan. The location profile name has to match the fully qualified domain name (FQDN) of the UM dial plans. The Unified Messaging dial plan FQDN is used as the name of its corresponding location profile. Use the Get-UMDialPlan cmdlet to obtain the FQDN of a SIP URI dial plan, and then create its corresponding location profile. For more information about how to create a SIP URI dial plan, see How to Create a Unified Messaging SIP URI Dial Plan.
  2. Install a certificate on the Unified Messaging servers that is valid and signed by a certification authority, and then restart the Microsoft Exchange Unified Messaging service on each Unified Messaging server.
  3. To encrypt the VoIP traffic, configure the SIP URI dial plan as SIP secured or Secured. For more information about how to configure the security settings on a UM dial plan, see How to Configure Security on a Unified Messaging Dial Plan. For more information about VoIP security and configuring MTLS, see Understanding Unified Messaging VoIP Security.
    Although a Unified Messaging dial plan can be configured as SIP Secured or Secured, we recommend that you configure the dial plan as Secured to enable Microsoft Office Communicator Phone Edition devices to work correctly. This is recommended because of the default encryption level settings that are configured in Communications Server 2007. An Office Communicator Phone Edition device will only work if the encryption settings are configured as they are in the following table. This table shows the relationship between the encryption settings for both Communications Server 2007 and Unified Messaging dial plans.

    Encryption settings for Office Communicator Phone Edition

    Communications Server 2007 Unified Messaging dial plan

    Encryption Required (default)

    Secured

    Encryption Optional

    SIP Secured/Secured

    No Encryption

    SIP Secured

  4. Add the servers that are running the Unified Messaging server role to the SIP dial plan. To enable the server to answer incoming calls, you must add the Unified Messaging server to a dial plan. For more information about how to add a Unified Messaging server to a dial plan, see How to Add a Unified Messaging Server to a Dial Plan.
  5. Create a SIP address for the users who will be using Enterprise Voice. For more information about how to create a SIP address for a UM-enabled user, see How to Add, Remove, or Modify a SIP Address for a UM-Enabled User.
    importantImportant:
    Users who are associated with a SIP URI dial plan cannot receive incoming faxes. This is because incoming voice and fax calls are routed through a Mediation Server and faxing is not supported when you are using a Mediation Server.
  6. Open the Exchange Management Shell and run the exchucutil.ps1 script that is located in the <Exchange Installation folder>\Exchange Server\Script folder. The exchucutil.ps1 script does the following:
    • Grants Office Communications Server permission to read Exchange UM Active Directory objects, specifically, the SIP URI dial plan objects that were created in the previous task. For more information about how to configure permissions on Active Directory objects, see How to Use ADSI Edit to Apply Permissions.
    • Creates a UM IP gateway object in Active Directory for each Communications Server pool or for each server that is running Communications Server 2007 Standard Edition that hosts users who are enabled for Enterprise Voice. For more information about how to create a UM IP gateway, see How to Create a New Unified Messaging IP Gateway.
    • Creates an Exchange UM hunt group for each gateway. The hunt group pilot identifier will be the name of the dial plan that is associated with the corresponding gateway. The hunt group must specify the Exchange 2007 Unified Messaging SIP dial plan that is used with the UM IP gateway. For more information about how to create a Unified Messaging hunt group, see How to Create a New Unified Messaging Hunt Group.

You must also complete the following tasks to configure Communications Server 2007 to work with Exchange 2007 Unified Messaging:

  • Create location profiles. The location profile name has to match the FQDN of the corresponding UM dial plans.
  • Assign location profiles to Communications Server 2007 pools.
  • Deploy and configure media gateways and Mediation Servers.
  • Define telephone usages, voice policies, and outbound call routes.
  • Configure the users for Enterprise Voice services.
  • Run the ocsumutil.exe command that creates the contact objects for subscriber access and for the auto attendant. It also validates that there is a location profile name whose name matches the FQDN of the Exchange UM dial plan.
    noteNote:
    When you install Communications Server 2007, the msRTC-SIPLine attribute is added to Active Directory. If you have not installed Communications Server 2007 in your environment, this attribute is not added to Active Directory and caller ID name resolution across dial plans in a single forest and in cross-forest scenarios will not work correctly unless you configure Unified Messaging proxy addresses for users who are not UM-enabled.

For more information about how to perform the tasks that must be completed for Communications Server 2007, see Office Communications Server and Client Documentation Rollup.

After you have configured the Communications Server 2007 and the Unified Messaging servers, you must enable the user to use Communications Server 2007 and install Office Communicator 2007 on the user's client computer.

For more information about how to plan an Exchange 2007 Unified Messaging and Communications Server 2007 deployment, see Planning an Exchange 2007 Unified Messaging and Office Communications 2007 Server Deployment.

To ensure that you are reading the most up-to-date information and to find additional Exchange Server 2007 documentation, visit the Exchange Server TechCenter.
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