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Published: July 2007
Microsoft OfficeCommunicationsServer 2007Planning Guide
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Contents
Introduction ......................................................................................................... 1
Step 1. Determine Key Planning Considerations .............. ............. ............. ......... 2
Determine What Features You Want to Deploy ............. ............. ............. ......... 2
Evaluate Your Organizations Environment For Specific Needs ............ ........... 4
Step 2. Select Your Topology ............................................................................... 7
Small to Medium Deployment Scenarios ......................................................... 8
Centralized Enterprise Deployment Scenarios ............ ............. ............. ......... 22
Global Deployments ............ ............. .............. ............. ............. ............. ......... 33
Step 3. Plan Your Deployment Path .............. ............. .............. ............. ............. 42
Things You Must Know Before You Deploy............. .............. ............. ............. 42
Overview of the Deployment Process ............ .............. ............. ............. ......... 46
Permissions Required for Deployment ............ .............. ............. ............. ....... 50
Step 4. Prepare Your Infrastructure ............. .............. .............. ............. ............. 51
Active Directory Domain Services .................................................................. 52
Certificate Infrastructure ............. .............. ............. .............. ............. ............. 57
DNS (Domain Name Service) ......................................................................... 64
Requirements for Automatic Client Sign-In .................................................... 70
Ports Required by Office Communications Server ......................................... 72
Step 5. Review System and Network Requirements ............ ............... ............. .. 74
Capacity Planning .......................................................................................... 75
User Model ............. ............. ............. .............. ............. ............. ............. ......... 78
Network Requirements .................................................................................. 79
Server Platform Requirements ............. .............. ............. ............. .............. .... 80
Client Software Requirements ....................................................................... 86
Step 6. Plan for External User Access ............ ............... ............. ............. ........... 87
When You Need an Access Edge Server ........................................................ 88
When You Need a Web Conferencing Edge Server ............. .............. ............. 90
When You Need an A/V Edge Server.............................................................. 91
Supported Topologies .................................................................................... 91
Plan for Edge Servers in Your Perimeter Network ............ ............... ............. .. 99
Edge Server Deployment Process ............ .............. .............. ............. ........... 100
Publicly Routable IP Address for External A/V Access ............ ............. ......... 102
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DNS Requirements ...................................................................................... 103
Certificate Requirements ............ ............. .............. .............. ............. ........... 108
Firewall Requirements ............ ............. .............. ............. ............. .............. .. 113Step 7. Plan for Deploying Load Balancers .............. ............. .............. ............. 130
Load Balancer Requirements for Office Communications Server 2007 Enterprise
Pools ............................................................................................................ 131
Load Balancer Requirements for Edge Servers ............ ............. ............. ..... 134
Step 8. Plan for VoIP ........................................................................................ 140
Determine the Number and Distribution of Users ............. .............. ............. 140
Select a Deployment Option......................................................................... 141
Migration Paths and Integration Strategies ............. ............. .............. ......... 147
Plan for Media Gateways ............ .............. ............. .............. ............. ........... 149Plan for User Authorization and Outbound Call Routing............. ............. ..... 155
Plan for Exchange Server 2007 SP1 Unified Messaging ................ ............. 173
Planning to Move Users to Enterprise Voice ................... ............. .............. .. 177
Step 9. Plan for Address Book Server ............. ............. ............. .............. ......... 180
Step 10. Plan for High Availability and Fault Tolerance ............. ............. ......... 183
Making Your System Fault Tolerant ............ ............. .............. ............. ......... 184
Protecting Your Back-End Database ......................... ............. ............. ......... 185
Step 11. Plan for Database Storage ................................................................ 185
Step 12. Plan for Compliance and Usage Analysis .................... ............. ......... 196Archiving Topologies .................................................................................... 196
Archiving and CDR Scalability ...................................................................... 201
Configuring the Archiving and CDR Service ............ ............. .............. ........... 202
Appendix A Implementing in a QoS Environment ............ ............. ............. ....... 202
QoSService Types ............. ............. ............. .............. ............. ............. ......... 203
QoS Packet Scheduler ................................................................................. 205
Appendix B Disabling IPSec ............................................................................. 206
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IntroductionWelcome totheMicrosoft Office Communications Server 2007 Planning Guide. This guide
describes how toplana smooth, successful Office Communications Server2007 deploymentfor
organizations ofall sizes and levels ofcomplexity,from large,geographically dispersed global
enterprises to small, local businesses.
Planning is essential to successful deployment. The new Office Communications Server2007
deploymenttool,combined with new wizards formany ofthe more commontasks, such as
configuringpools and obtainingcertificates,greatly simplifies the process ofinstalling,
configuring,and activating Office Communications Server2007. Butthe deploymenttool and
wizards donottake the place ofplanning;they simply make carryingout yourplans easier.
This guide divides theplanningprocess into 12 steps. Some steps are essential forall
deployments;others are more importantforsome environments thanforothers; butall should be
reviewed before actual deployment begins. These steps are summarized below:
y Step 1. Determine Key Planning Decisions
Discusses the main decisionpoints you need toconsiderbefore selectingatopology.
y Step 2. Select Your Topology
Presents several sample deployments based on size and desired functionality. Thesetopologies are intended toguide you through the possible options available when you plan
yourdeployment.
y Step 3. Plan Your Deployment Path
Summarizes importantthings you need toknow before you beginany Office
Communications Serverdeploymentand provides anoverview ofthe deploymentprocess.
y Step 4. Prepare Your Infrastructure
Discusses requirements forActive Directory Domain Services,certificates, DNS,
automaticclient sign-in,and ports.
y Step 5. Review System and Network Requirements
Lists hardware and software requirements forOffice Communications Server2007 server
roles and clients.
y Step 6. Plan for External User Access
Important
This guide presents guidance and topologies specifically for Office
Communications Server 2007. If you are migrating from Live
Communications Server 2005, use this guide in conjunction with the
Migrating to Microsoft Office Communications Server 2007 document.
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Provides guidelines fordeploying Office Communications Server2007 in yourperimeter
networkforthe purpose ofsupportingmessaging,presence,and conferencing with users
connectingfromoutside yourorganizationfirewall.
y Step 7. Plan for Deploying Load Balancers
Examines hardware load balancerrequirements and configurations foran Enterprisepool.
Also discusses the advantages ofusing hardware load balancers with edge serverarrays.
y Step 8. Plan for VoIP
Discusses all the factors,requirements,and configurationtasks that you need toconsiderin
orderto deploy Microsofts software-powered VoIP solution.
y Step 9. Plan for Address Book Server
Discusses requirements forsupportingthe Address BookServer, includingIIS (Internet
Information Services),networkfile share,and required diskspace.
y Step 10. Plan for High Availability and Fault Tolerance
Provides guidelines forassuring high availability and describes Office Communications
Server2007 features foroptimizingavailability and faulttolerance.
y Step 11. Plan for Database Storage
Discusses storage requirements forthe various databases and file shares thatare required by
Office Communications Server2007, including storage requirements forArchivingand
CDR (Call Detail Records) database and new messaging supportforrich textformat. Also
discusses RAID (DAS), NAS,and SAN tradeoffs,as well as basiccalculations ofdiskspace
needed permeetingandperpool, based onnumbers ofusers.
y Step 12. Plan for Compliance and Usage Analysis (moderate revisions from beta 3)
Describes how tomeetcompliance requirements forarchivingand call datarecording.
Step 1. Determine Key Planning ConsiderationsMicrosoft Office Communications Server2007 is the first Microsoftproducttocombine
enterprise-ready IM (instantmessaging),presence,and conferencing ina single offering. Builton
Microsoft Office Live Communications Server2005, Office Communications Serveradds more
capabilities tothe core features ofIM andpresence,and provides additional functionality ofon-
premise Web conferencing,multimediacapabilities,and Enterprise Voice.
In initial planningphase, several key decisionfactors will affect how you choose to deploy
Office Communications Server2007 in yourorganization. Decide whatfeatures ofOffice
Communications Serveryou wantto enable within yourorganizationand evaluate your
organizationsparticularrequirements.
Determine What Features You Want to Deploy
Office Communications Server2007 Standard Edition serverand Enterprisepool provide IM,
presence,and conferencingforusers within your internal organization. Office Communications
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Microsoft Office Communications Server 2007 Planning Guide 3
Serveralsoprovides a several otherfeatures that you canofferby deployingadditional server
roles, dependingonthe functionality that yourorganization wants to support. Forexample, if
yourorganization wants toprovide internal users with the ability tocommunicate with external
users,thenan edge serveris required. Ifyou wanttoarchive your instantmessages orcall detail
records,an Archivingand CDR Service is required.
The followingtable lists the majorfeatures and functionalityprovided by Office
Communications Server2007 along with the serverroles and clients they require. Formore
detailed discussiononthe Office Communications Server2007 serverroles and architecture, see
theMicrosoft Office Communications Server 2007 Technical Overview.
Table 1 Communications Server functionality mapped to server roles and clients
Ifyou want to provide thisfunctionality
You must deploy this server role inaddition to Standard Edition Server or
Enterprise pooland this client
Instant messaging and presence
for internal usersNo additional server roles required.
Communicator 2005 or
2007Communicator 2007 is
required for enhanced
presence
On-premise Web conferencing Standard Edition: No additional server
roles required.
Enterprise Edition: Web Conferencing
Server and Web Components Server
Communicator 2007
Live Meeting 2007 client
Outlook add-in for
scheduled conferences
A/V conferencing Standard Edition: No additional serverroles required.
Enterprise Edition: A/V ConferencingServer
Communicator 2007
Live Meeting 2007 client
Outlook add-in for
scheduled conferences Address Book Server No additional server roles required.
Enterprise Edition: Web Components
Server
No requirement
Archiving and Call Detail Records Archiving and CDR Server No requirement
External User AccessAccess Edge Server *
HTTP reverse proxy*
Communicator 2005 or
2007Federation
Public IM Connectivity
Web conferencing with external
users
Web Conferencing Edge Server*
HTTP reverse proxy*
Communicator 2007
Live Meeting 2007 client
A/V conferencing with external
users
A/V Edge Server* Communicator 2007
Live Meeting 2007 client
IM and presence through a
browser based client
Communicator Web Access Server Communicator Web
Access
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4 Microsoft Office Communications Server 2007 Planning Guide
Ifyou want to provide thisfunctionality
You must deploy this server role inaddition to Standard Edition Server or
Enterprise pooland this client
Enterprise Voice Mediation Server and basic media
gateway
OR
basic-hybrid media gateway (Mediation
Server is collocated with basic media
gateway)
OR
advanced media gateway (Mediation
server logic incorporated in gateway
design; available soon)
A/V Edge Server (on which the A/V
Authentication Service is collocated)
Communicator 2007
OR
Office Communicator2007 Phone Edition
* Access Edge Serveris always required ifyou wantto support external useraccess.
Additionally,an HTTP reverseproxy is required to support external useraccess tomeeting
content, Address Bookfiles and distributiongroup expansion.
Evaluate Your Organizations Environment ForSpecific Needs
Before you beginto design yourOffice Communications Serverenvironment, you mustaddress
the mainpoints that will dictate the topology you choose:
y Importance ofhigh availability
y Geographic distributionofyourorganization
y Whetherornot you planto support external useraccess
y Whetherornot you planto deploy Enterprise Voice
Importance ofHigh Availability
Ifyourorganization will require that yourOffice Communications Server2007 topology offer
high availability,then you will wantto deploy one ormore Enterprisepools in your internal
topology. Ifhigh availability is notaconsiderationand simplicity and economy are more
important, Standard Edition Servermay be anappropriate choice. You canalso support high
availability in yourperimeternetwork ifrequired. The following sections summarize the
availability offerings ofthese deploymentoptions.
Standard Edition
Standard Editionprovides all IM,presence,and conferencingcomponents, including data
storage,ona single computer. This is an efficient, economical solutionfororganizations
consistingofarelatively small numberofusers whoare based ata single locationand whose IM
and online conferencingrequirements are notmissioncritical. A Standard Edition server
monitors its own state and inthe eventoffailure restarts automatically without loss offiles,
meetingcontent,ormeeting schedules. Meetings and conversations, however inprogress,are
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Microsoft Office Communications Server 2007 Planning Guide 5
interrupted,a situationthatmaypersistforaprolongedperiod, dependingonthe reasonforthe
failure.
Because a Standard Edition serverrepresents a single pointoffailure, we donotrecommend itformission-critical deployments where high availability is essential. Forsuch deployments,
Enterprise Edition is the necessary choice.
Enterprise Edition
The architecture ofOffice Communications Server2007 Enterprise Editionreduces single points
offailure through the use ofmultiple Enterprise Edition Servers and dedicated Back-End
Database server. Forgreaterredundancy,the database can be clustered inatwo-node active-
passive configuration. Office Communications Server2007 alsoprovides mechanisms for
automatically reconnectingclients. Momentary interruptions and terminated sessions can
occasionally occur, butthe system is largely immune tototal outages.
The multiple Front End Servers thatmake upan Enterprise Editionpool provide a high
availability solution wherein ifa single Front End Serverfails,clients will detectthe failure and
automatically reconnecttoone ofthe otheravailable Front End Servers. Meeting state is
preserved because ameeting is hosted by the pool,not by any single server. Multiple Front End
Servers alsomake itpossible totake any given serveroffline forhardware orsoftware updates
with minimal service interruption. Whenthe servergoes down due to hardware ornetwork
failure,there will be an interruption inthe experience ofthe clients thatare usingthat serverfor
IM,presence,and conferencing. Those clients will reconnecttoresume the service.
Locatingthe pools SQL databases onone oraclusterofback-end servers thatare separate from
the Front End Servers notonly insulates the databases frompossible Front End failure, but
improves overall throughputand Front Endperformance. The same is true fordeployingthe Web
Conferencing Serverand A/V Conferencing Serveron separate computers fromthe Front End
Servers inthe Enterprise Edition Expanded Configuration.
Perimeter Network
Ifyou planto enable external access ina highly available topology,then you will wantto deploy
multiple edge servers connected toa hardware load balancer(referred toas anarray ofedge
servers) in yourperimeternetwork. Conversely, ifyourorganization does notrequire high
availability inthe perimeternetwork, you cancollocate all three serverroles (Access Edge, Web
Conferencing Edge and A/V Edge) ona single server.
The Step 2. Select YourTopology section laterinthis document explains these configurations in
greaterdetail.
Important
The back-end database must be installed on a separate physical computerfrom any Enterprise Edition server. For Enterprise Edition, collocating the
back-end database with any Office Communications Server role is not
supported. Additionally, Office Communications Server requires a separate
SQL instance not shared with any other server application.
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Microsoft Office Communications Server 2007 Planning Guide 7
internal Communications Serverinfrastructure. The Mediation Server is the onlyadditional
Communications Serverrole required forEnterprise Voice.
Communications Serveroffers three options fordeployinga Mediation Serverand mediagateway. The firstoptionconsists ofa basicmediagateway and a separate Mediation Server. The
second option is a basic-hybrid gateway, in which the basicgateway and Mediation Serverare
collocated ona single computer. The third option is anadvanced mediagateway, in which the
Mediation Server logic is incorporated withinthe gateway software itself. Formore information
ongateway choices, see Choosingthe Type ofGateway to Deploy.
Inadditionto deployinggateways, you mustalsoplanforthe normalizationofyourphone
numbers thatare stored in Active Directory and create dial plans foreach location where your
organization does business. Toprovide call answering, subscriberaccess,and auto-attendant
services, you alsoneed to deploy Microsoft Exchange Server2007 Unified Messaging (UM) and
configure Exchange UM and Communications Serverto worktogether.
Enterprise Voice supports twomain deployment scenarios: stand-alone configurations in
greenfield ordepartmental scenarios,and PBX coexistence, in which users enjoy both thefamiliarity oftheirexisting PBXphones and the advantages ofUnified Communications,
includingrich audio, intuitive call control, enhanced presence notification,and the ability to
communicate directly from Microsoft Office applications. The following section includes some
basic Enterprise Voice scenarios, butforan in-depth discussionofsupported voice topologies,as
well as otherVoIP planning issues, see PlanforEnterprise Voice. Foracomplete guide to
understanding,planning, deploying,and managing Enterprise Voice ina single guide, see The
Microsoft Office Communications Server 2007 Enterprise Voice Planning and Deployment
Guide.
Step 2. Select Your Topology
This sectionpresents examples ofOffice Communications Servertopologies designed toprovideIM and conferencingfunctionality and otherfeatures ofOffice Communications Serverranging
froma very small orpilot deployment uptoa large global deployment. These topologies are
provided as sample deployments; dependingon yourspecificrequirements, you cancombine
differentpieces ofthese topologies tomeet yourneeds. They arepresented inorderof
complexity and size:
y Small to Medium Deployment Scenariospresenttopologies appropriate forsmall orpilot
deployments where high availability is notarequirement. These topologies build upon
Standard Edition serverto support internal IM and conferencinga userbase ofless than
5,000.
y Centralized Enterprise Deployment Scenariospresenttopologies thatprovide high
availability and supportforuserpopulationofover5,000 fororganizations ina single
physical site.
y Global Deploymentspresents topologies that spanmultiple sites andprovide highavailability and scalability.
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Small to Medium Deployment Scenarios
This sectionprovides sample deployments thatare based on Standard Edition Serverinternally.
The simplesttopology,a Standard Edition Server, is presented first. Each subsequenttopology
builds uponthis topology,addingfunctionality and the components necessary to enable it.
The following deployment scenarios arepresented:
y Small deployment supportingIM and conferencingforinternal users only
y Small deployment with supportforinternal and external access
y Medium-sized deployment with supportforexternal useraccess and voice
y Medium-sized deployment with supportforarchiving, external access and voice
Small Deployment SupportingIM, Presence and ConferencingforInternal Users Only
The simplest Office Communications Servertopologyprovides IM and conferencing internally
fora small userbase. Itconsists ofa single Standard Edition Serverdeployment in which theFront-End, Web Conferencing, A/V Conferencing serverroles,and IIS are installed ona single
computer. This topology is appropriate forsmall tomediumorganizations with fewerthan 5,000
users orpilot deployments in which the maingoals are simplicity and ease ofmanagementand
where high availability is notarequirement. The followingfigure shows a sample Standard
Edition deployment.
Figure 1 Standard Edition Deployment
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Deployment Profile
The followingtable summarizes the key characteristics ofthis topology.
Table 2 Deployment Profile for Standard Edition Topology
Key Aspect Description
Deployment scenario y Small to medium business
y Initial pilot or regional site deployment in an enterprise
Key goals for deployment Simplicity, ease of management
Geographic distribution Centralized single location
Functionality IM presence and conferencing
Functionality not provided y No external user access, including federation, public IMconnectivity, anonymous user participation in Web
conferencing and no external user access to audio and video
conferencing or mediay No high availability
y No PSTN voice
y No IM archiving or CDR functionality
Number of Office Communications Server
servers
1
User base Fewer than 5,000 users
Prerequisites Active Directory deployed in Microsoft Windows 2000 nativemode in the domain where Standard Edition Server will be
deployed
PKI infrastructure available
How to Use the PlanningGuide for this Topology
Although you may wanttoread the entire planningguide foracomprehensive understandingof
Office Communications Serverplanningconsiderations, you may alsochoose tofocus onthe key
chapters specificto yourdeployment.
Read these key chapters
Plan YourDeployment Path
Prepare YourInfrastructure
Review Systemand NetworkRequirements
PlanforAddress BookServer
PlanforDatabase Storage
Skip these chapters if you choose
PlanforExternal UserAccess
PlanforDeploying Load Balancers
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PlanforVoIP
PlanforHigh Availability and Fault Tolerance
PlanforCompliance and Usage Analysis
Deployment Steps and Relevant Documents for this Topology
Ifthis topology is appropriate foryourorganization, begin yourdeployment bypreparing Active
Directory forOffice Communications Server. Afteryou complete yourActive Directory
preparation, deploy a Standard Edition server,and then deploy Office Communicator2007 and
the Live Meeting 2007 clientforyourusers.
Table 3 Deployment Steps and Where to Get More Information
RequiredStep Read this guide for step-by-step instructions
Active Directory Preparation Microsoft Office Communications Server 2007 Active Directory Guide
Deploy Standard Edition Server Microsoft Office Communications Server 2007 Standard EditionDeployment Guide
Deploy Office Communicatorclients
Microsoft Office Communicator 2007 Planning and Deployment Guide
Deploy Live Meeting 2007
clients
Deploying the Microsoft Office Live Meeting 2007 Client with Office
Communications Server 2007
Small Deployment with Support for External User Access
Ifyou are deploying Office Communications Server2007 ina small company orapilotproject
and wantto supportIM,presence,and conferencing both forinternal users and external users,
build uponthe Standard Edition deployment by addingan edge servertoallow external user
accessspecifically,publicIM connectivity,remote useraccess,federation,and the ability ofexternal users toparticipate in A/V sessions and Web conferencing. Forthis topology,a single
edge server is deployed inthe perimeternetworkand all three edge serverroles, Access Edge
Server, Web Conferencing Edge Server,and A/V Edge Serverare installed ona single computer.
Figure 2 shows a simple deployment with supportforexternal useraccess.
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Microsoft Office Communications Server 2007 Planning Guide 11
Figure 2 Simple Deployment with Support for External User Access
Deployment Profile
The followingtable summarizes the key characteristics ofthis topology.
Table 4 Deployment Profile for Small Deployment Supporting IM, Presence and
Conferencing for Internal and External Users
Key Aspect Description
Deployment scenario y Small to medium business
y Initial pilot or regional site deployment in an enterprise
Key goals for deployment Simplicity, ease of management
Geographic distribution Centralized single location
Functionality y IM presence and conferencing
y External user access including federation, public IM
connectivity, anonymous user participation in Webconferencing external user access to audio and video
sessions
Functionality not provided y No high availability
y No PSTN voice
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Key Aspect Description
y No IM archiving or CDR functionality
Number of Office Communications Serverservers
2
User base Less than 5,000 active users *
For external, 10 percent of the total active users or 500
Prerequisites Active Directory deployed in Windows 2000 native mode in the
domain where Standard Edition Server will be deployed
PKI infrastructure available
Reverse proxy available in the perimeter network
How to use the PlanningGuide for This Topology
Although you may wanttoread the entire planningguide foracomprehensive understandingofOffice Communications Serverplanningconsiderations, you may alsochoose tofocus onthe key
chapters specificto yourdeployment.
Read these key chapters
Plan YourDeployment Path
Prepare YourInfrastructure
Review Systemand NetworkRequirements
PlanforExternal UserAccess
PlanforAddress BookServer
PlanforDatabase Storage
Skip these chapters if you choose
PlanforDeploying Load Balancers
PlanforVoIP
PlanforHigh Availability and Fault Tolerance
PlanforCompliance and Usage Analysis
Deployment Steps and Relevant Documents for this Topology
Ifthis topology is appropriate foryourorganization, we recommend that you deploy Office
Communications Serverinternally first. Deploying Office Communications Server internally
involvespreparing Active Directory and then deployingand configuring yourStandard Edition
Serverand deploying yourclients. Afteryour internal topology is operational, deploy the edge
server. Inthe perimeternetwork,also ensure that you have areverse HTTP proxy. This proxywill allow outside users access tomeetingcontent,address bookfiles and distributiongroup
expansion informationthat is stored internally onthe IIS server.
Table 5 Deployment Steps and Where to Get More Information
RequiredStep Read this guide for step-by-step instructions
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Microsoft Office Communications Server 2007 Planning Guide 13
Active Directory Preparation Microsoft Office Communications Server 2007 Active Directory Guide
Deploy Standard Edition Server Microsoft Office Communications Server 2007 Standard Edition
Deployment Guide
Deploy Office Communicatorclients
Microsoft Office Communicator 2007 Deployment Guide
Deploy Live Meeting 2007
clients
Deploying the Microsoft Office Live Meeting 2007 Client with Office
Communications Server 2007
Deploy Edge Server Microsoft Office Communications Server 2007 Edge Server
Deployment Guide
Medium-Sized Deployment with Support for External User Access and Voice
Ifyou are deploying ina small tomedium sized company and wantto supportIM,presence,andconferencing both forinternal users and external users and voice functionality, build uponthe
simple deployment with external access,and connect yourStandard Edition Servertoan existing
advanced mediagateway. Like the simple deployment with external access described earlierin
this document,a single edge serveris deployed intheperimeternetwork,and all three edge
serverrolesAccess Edge Server, Web Conferencing Edge Server,and A/V Edge Serverare
installed ona single computer. The Standard Edition Serveris connected tothrough an Office
Communications ServerMediation Servertoamediagateway forvoice functionality. The
followingfigure shows a simple deployment with supportforexternal useraccess and voice.
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14 Microsoft Office Communications Server 2007 Planning Guide
Figure 3 Medium-Sized Deployment with Support for External User Access and Voice in
a Single Location
Deployment Profile
The followingtable summarizes the key characteristics ofthis topology.
Table 6 Deployment Profile for Small Deployment Supporting IM, Presence and
Conferencing for Internal and External Users
Key Aspect Description
Deployment scenario Small to medium business
Initial pilot or regional site deployment in an enterprise
Key goals for deployment Simplicity, ease of management
Geographic distribution Centralized single location
Functionality y IM presence and conferencing
y External user access including federation, public IMconnectivity, anonymous user participation in Web
conferencing external user access to audio and video
sessionsy Voice functionality for a single area code and location with a
unique PSTN termination point.
Geographic distribution Centralized single location
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Microsoft Office Communications Server 2007 Planning Guide 15
Key Aspect Description
Functionality not provided No high availability
No IM archiving or CDR functionality
Number of Office Communications Server
servers
3
User base Fewer than 5,000 active users*
For external, 10 percent of the total active users or 500
For supported voice usage, refer to the Plan for VoIP section
later in this guide and the Microsoft Office Communications Server
2007Enterprise Voice Planning and Guide
Prerequisites Active Directory deployed in Windows 2000 native mode in the
domain where Standard Edition Server will be deployed
PKI infrastructure available
Reverse http proxy available in the perimeter network
Advanced media gateway
How to Use the PlanningGuide for This Topology
Although you may wanttoread the entire planningguide foracomprehensive understandingof
Office Communications Serverplanningconsiderations, you may alsochoose tofocus onthe key
chapters specificto yourdeployment.
Read these key chapters
Plan YourDeployment Path
Prepare YourInfrastructure
Review Systemand NetworkRequirements
PlanforExternal UserAccess
PlanforVoIP
PlanforAddress BookServer
PlanforDatabase Storage
Skip these chapters if you choose
PlanforDeploying Load Balancers
PlanforHigh Availability and Fault Tolerance
PlanforCompliance and Usage Analysis
Deployment Steps and Relevant Documents for this TopologyIfthis topology is appropriate foryourorganization, we recommend that you deploy IM,
presence,and Web conferencingfunctionality firstand then deploy voice. Toconfigure IM,
presence,and conferencing, you will need toprepare Active Directory forOffice
Communications Serverand then deploy Standard Edition Server. AfteryourOffice
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16 Microsoft Office Communications Server 2007 Planning Guide
Communications Serveris deployed,roll out yourCommunicatorand Live Meetingclients to
yourend users. Afteryourinternal deployment is operational, you can deploy an edge serverin
yourperimeternetwork.
Intheperimeternetwork,also ensure that you have areverse HTTP proxy. Thisproxy will allow
outside users access tomeetingcontent,address bookfiles and distributiongroup expansion
informationthat is stored internally onthe IIS server(which runs onthe Standard Edition Server
inthis topology). Once these pieces are workingtogether, you will wantto deploy enterprise
voice.
Table 7 Deployment Steps and Where to Get More Information
Required Step Read this guide for step-by-step instructions
Active Directory Preparation Microsoft Office Communications Server 2007 Active Directory Guide
Deploy Standard Edition Server Microsoft Office Communications Server 2007 Standard Edition
Deployment Guide
Deploy Office Communicator
clients
Microsoft Office Communicator 2007 Deployment Guide
Deploy Live Meeting 2007clients
Deploying the Microsoft Office Live Meeting 2007 Client with OfficeCommunications Server 2007
Deploy Enterprise Voice Microsoft Office Communications Server 2007 Voice Guide
Deploy Edge Server Microsoft Office Communications Server 2007 Edge Server
Deployment Guide
Medium Sized Deployment with External Access and Voice in Multiple Locations
Ifyou are deploying inamedium size company and wantto supportthe followingfunctionality,
the followingtopology may meet yourneeds:
y IM,presence and conferencing both forinternal users and external users
y Voice functionality formultiple locations
This topology is based uponthe precedingtopology with a single voice location, with the
additionofexistingmediagateway in each voice location. An Office Communications Server
2007 Mediation Serveris placed betweenan existingmediagateway totranslate betweenthe
gateway and Standard Edition Server. Inthe advanced mediagateways orthe basic hybrid media
gateway,the Mediation Serveris notrequired because the logicofthe Mediation Serveris
integrated intothe gateway itself. You canfind acurrent listofqualified gateways that workwith
Communications Serverathttp://r.office.microsoft.com/r/rlidOCS?clid=1033&p1=IPpbxVend.
The followingfigure depicts a sample topology.
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Figure 4 Medium Sized Deployment with Support for External User Access and Voice in
Multiple Locations
Deployment Profile
The followingtable summarizes the key characteristics ofthis topology.
Table 8 Medium Sized Deployment with Support for External User Access and Voice in
Multiple Locations
Key Aspect Description
Deployment scenario Medium business
Deployment in an enterprise supporting external user access and
voice in multiple locations
Key goals for deployment Simplicity, ease of management
Geographic distribution Centralized single location with multiple regional voice locations
Functionality IM presence and conferencing
External user access including federation, public IM connectivity,
anonymous user participation in Web conferencing external user
access to audio and video sessions
Voice functionality for multiple locations and area codes (one area
code per PSTN termination point).
Functionality not provided No high availability
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No IM archiving or CDR functionality
Number of Office Communications Server
servers
3 plus the basic hybrid media gateway and the advance media
gatewayUser base Fewer than 5,000 active users
For external, 10 percent of the total active users or 500
For supported voice usage, refer to Step 8. Plan for VoIP later
in this document
Prerequisites Active Directory deployed in Windows 2000 native mode in thedomain where Standard Edition Server will be deployed
PKI infrastructure available
Reverse http proxy available in the perimeter network
Advanced media gateway*
Basic media gateway
How to Use the PlanningGuide for This Topology
Although you may wanttoread the entire planningguide foracomprehensive understandingof
Office Communications Serverplanningconsiderations, you may alsochoose tofocus onthe key
chapters specificto yourdeployment.
Read these key chapters
Plan YourDeployment Path
Prepare YourInfrastructure
Review Systemand NetworkRequirements
PlanforExternal UserAccess
PlanforVoIP
PlanforAddress BookServer
PlanforDatabase Storage
Skip these chapters if you choose
PlanforDeploying Load Balancers
PlanforHigh Availability and Fault Tolerance
PlanforCompliance and Usage Analysis
Deployment Steps and Relevant Documents for this Topology
Ifthis topology is appropriate foryourorganization, we recommend that you deploy IM,
presence,and Web conferencingfunctionality firstand then deploy voice. Toconfigure IM,presence,and conferencing, we recommend you deploy Office Communications Serverinternally
firstand then deploy inside yourperimeternetwork. First, you will need toprepare Active
Directory forOffice Communications Server,and then deploy a Standard Edition Server. After
yourOffice Communications Serveris deployed,roll out yourCommunicatorand Live Meeting
clients to yourend users.
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Next, deploy youredge serverinthe perimeternetwork,and ensure that you have areverse
HTTP proxy. This proxy will allow outside users access tomeetingcontent,address bookfiles
and distributiongroup expansion informationthat is stored internally onthe IIS server.
Afterthesepieces are workingtogether, you will wantto deploy enterprise voice.
Table 9 Deployment Steps and Where to Get More Information
Required Step Read this guide for step-by-step instructions
Active Directory Preparation Microsoft Office Communications Server 2007 Active Directory Guide
Deploy Standard Edition Server Microsoft Office Communications Server 2007 Standard Edition
Deployment Guide
Deploy Office Communicatorclients
Microsoft Office Communicator 2007 Deployment Guide
Deploy Live Meeting 2007clients
Deploying the Microsoft Office Live Meeting 2007 Client with OfficeCommunications Server 2007
Deploy Enterprise Voice Microsoft Office Communications Server 2007 Enterprise Voice
Planning and Deployment Guide
Deploy Edge Server Microsoft Office Communications Server 2007 Edge Server
Deployment Guide
Deployment with Archiving, Communicator Web Access, External Access, and Voice inMultiple Locations
Ifyou are deploying inamedium size company and wantto supportthe followingfunctionality,
this sample topology may meet yourneeds:
y IM,presence,and conferencing both forinternal users and external users
y Voice functionality formultiple locations
y Internetaccess toIM functionality usinga Web browser
y The ability toarchive messages orusage dataand capture call detail records
This topology is based uponthe precedingtopology butadds an Archivingand CDR Serverto
enable yourcompany toarchive instantmessages and capture call datarecords,and a
CommunicatorWeb Access Servertoprovide yourusers with CommunicatorWeb Access for
instantmessagingoversecure HTTP (HTTPS). Inoursample topology,the Archivingand CDR
Server is collocated with its required back-end SQL database. As a variation, you could deploy
the back-end SQL database ona dedicated server. Figure 5 depicts a sample topology.
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Figure 5 Medium Sized Deployment with Support for External User Access and Voice in
a Multiple Locations
Deployment Profile
The followingtable summarizes the key characteristics ofthis topology.
Table 10 Deployment Profile for Small Deployment Supporting IM, Presence, and
Conferencing for Internal and External Users
Key Aspect Description
Deployment scenario Small to medium business
Initial pilot or regional site deployment in an enterprise
Key goals for deployment Simplicity, ease of management
Geographic distribution Centralized single location with multiple regional voice locations
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Key Aspect Description
Functionality IM presence and conferencing
External user access including federation, public IM connectivity,anonymous user participation in Web conferencing external user
access to audio and video sessions
Voice functionality for a multiple locations and area codes (one
area code per PSTN termination point).
Communicator Web Access for Office Communications Server
users
Archiving and CDR
Functionality not provided No high availability
Number of Office Communications Serverservers
6 including a Mediation Server for each basic media gateway
User base Fewer than 5,000 active users
Prerequisites Active Directory deployed in Windows 2000 native mode in the
domain where the Standard Edition Server will be deployed
PKI infrastructure available
Reverse HTTP proxy available in the perimeter network
Advanced media gateway
Basic media gateway
How to Use the PlanningGuide for This Topology
Although you may wanttoread the entire planningguide foracomprehensive understandingof
Office Communications Serverplanningconsiderations, you may alsochoose tofocus onthe key
chapters specificto yourdeployment.
Read these key chapters
Plan YourDeployment Path
Prepare YourInfrastructure
Review Systemand NetworkRequirements
PlanforExternal UserAccess
PlanforVoIP
PlanforAddress BookServer
PlanforDatabase Storage
PlanforCompliance and Usage Analysis
Skip these chapters if you choose
PlanforDeploying Load Balancers
PlanforHigh Availability and Fault Tolerance
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Deployment Steps and Relevant Documents for this Topology
Ifthis topology is appropriate foryourorganization, we recommend that you deploy IM,
presence,and Web conferencingfunctionality firstand then deploy voice. Toconfigure IM,
presence and conferencing, we recommend that you deploy Office Communications Server
internally and then deploy inside yourperimeternetwork. Internally, you will need toprepare
Active Directory forOffice Communications Serverand then deploy the Standard Edition Server
and the Archivingand CDR Server. Finally,roll out yourCommunicatorand Live Meeting
clients to yourend users.
Next, deploy youredge serverinthe perimeternetwork,and ensure that you have areverse
HTTP proxy. This proxy will allow outside users access tomeetingcontent,address bookfiles
and distributiongroup expansion informationthat is stored internally onthe IIS server, which in
this topology runs onthe Standard Edition Server. You can deploy CommunicatorWeb Access
independently ofyourclient deployment, but yourOffice Communications Server2007
infrastructure must be inplace.
Once thesepieces are workingtogether, you will wantto deploy Enterprise Voice.
Table 11 Deployment Steps and Where to Get More Information
RequiredStep Read this guide for step-by-step instructions
Active Directory Preparation Microsoft Office Communications Server 2007 Active Directory Guide
Deploy Standard Edition Server Microsoft Office Communications Server 2007 Standard Edition
Server Deployment Guide
Deploy Archiving and CDR Server Microsoft Office Communications Server 2007 Archiving and CDR
Server Deployment Guide
Deploy Office Communicator
clients
Microsoft Office Communicator 2007 Deployment Guide
Deploy Live Meeting 2007
clients
Deploying the Microsoft Office Live Meeting 2007 Client with Office
Communications Server 2007
Deploy Communicator Web
Access
Microsoft Communicator Web Access Planning and Deployment Guide
Deploy Edge Server Microsoft Office Communications Server 2007 Edge ServerDeployment Guide
Deploy Enterprise Voice Microsoft Office Communications Server 2007 Enterprise VoicePlanning and Deployment Guide
Centralized Enterprise Deployment ScenariosThis sectionprovides sample deployments thatare designed forlarge centralized enterprises that
require high availability internally. The simplesttopology thatprovides high availability
internally is an Enterprisepool inthe consolidated configuration. Formore robust internal
deployments with scalingflexibility,an Enterprisepool inthe expanded configurationcan be
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used. The remaining deployments inthis scenario build uponthe twoconfigurations ofan
Enterprisepool,addingadditional functionality and components required to enable it.
The following deployment scenarios arepresented:y Enterprise deployment supportingIM and conferencingforinternal users only
y Enterprise deployment supportingIM and conferencingforinternal and external users
y Scaled external deployment with high availability
Enterprise Deployment SupportingIM and ConferencingforInternal Users Only
In largerenterprises, when instantmessaging,presence,and conferencingare considered mission
critical, high availability is arequirement. Any Enterprisepool with multiple Enterprise Edition
Servers canprovide basic high availability. It its simplestconfiguration,aconsolidated topology,
each Enterprise Edition Server inapool runs all serverroles: Front-End, A/V Conferencing,and
Web Conferencing,as well as IIS forthe Web Components. A consolidatedpool can support up
to 30,000 users. The advantage ofthe consolidated configurationoverthe expanded
configuration is ease ofmanagement, butperformance is notas fastas the expanded
configuration. The followingfigure shows a sample topology.
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Figure 6 Enterprise Deployment Supporting IM and Conferencing for Internal Users Only
Deployment Profile
The followingtable summarizes the key characteristics ofthis topology.
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Table 12 Deployment Profile for Small Deployment Supporting IM, Presence and
Conferencing for Internal and External Users
Key Aspect Description
Deployment scenario Initial deployment for mission critical large enterprise instant
messaging and conference usage
Key goals for deployment High availability
Ease of management
Geographic distribution Centralized single location
Functionality IM presence and conferencing
Functionality not provided No external user access, including federation, public IM
connectivity, anonymous user participation in Web conferencing
and no external user access to audio and video conferencing or
mediaNo PSTN voice
No IM archiving or CDR functionality
Number of Office Communications Serverservers
4 servers (1 server role)
User base Fewer than 30,000 active users
Prerequisites Active Directory deployed in Windows 2000 native mode in the
domain where Standard Edition Server will be deployed
Microsoft SQL Server 2005 SP1 or SQL Server 2000 SP4 or later
available for the back-end database of the pool
PKI infrastructure available
Hardware load balancer
How to Use the PlanningGuide for This Topology
Although you may wanttoread the entire planningguide foracomprehensive understandingof
Office Communications Serverplanningconsiderations, you may alsochoose tofocus onthe key
chapters specificto yourdeployment.
Read these key chapters
Plan YourDeployment Path
Prepare YourInfrastructure
Review Systemand NetworkRequirements
PlanforDeploying Load Balancers
PlanforAddress BookServer
PlanforHigh Availability and Fault Tolerance
PlanforDatabase Storage
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Skip these chapters if you choose
PlanforExternal UserAccess
PlanforVoIP
PlanforCompliance and Usage Analysis
Deployment Steps and Relevant Documents for this Topology
Ifthis topology is appropriate foryourorganization, begin yourdeployment bypreparing Active
Directory forOffice Communications Server. Afteryou complete yourActive Directory
preparation, deploy an Enterprisepool inthe consolidated configuration,and then deploy Office
Communicator2007 and the Live Meeting 2007 clientforyourusers.
Table 13 Deployment Steps and Where to Get More Information
RequiredStep Read this guide for step-by-step instructions
Active Directory Preparation Microsoft Office Communications Server 2007 Active Directory Guide
Deploy an Enterprise pool in the
consolidated configuration
Microsoft Office Communications Server 2007 Enterprise Edition
Deployment Guide
Deploy Office Communicator
clients
Microsoft Office Communicator 2007 Deployment Guide
Deploy Live Meeting 2007clients
Deploying the Microsoft Office Live Meeting 2007 Client with OfficeCommunications Server 2007
High Scale, High Availability Enterprise Deployment SupportingIM and ConferencingforInternal Users Only
In largerenterprises thatrequire high availability and scalability to supportmission-critical IM
and conferencing internally,an Enterprisepool inthe expanded configuration is appropriate. A
single Enterprisepool inan expanded configurationcan support userbase ofupto 125,000
active,concurrent users.
Inthis configuration, each serverrole resides ona dedicated computer,and the Front End Servers
and Web Component Servers (IIS server_) are connected toa hardware load balancer. (You can
use a single load balancerforboth serverroles oruse two separate load balancers) Placing server
roles on separate computers allows you to scale based on serverroles. Forexample, ifyour
organization uses A/V functionality heavily, you canadd additional A/V Conferencing Servers to
meetthis need. Additionally,placingIIS on separate computers can help ifIIS is managed by a
differentteamoryourorganization has stricterlockdownrequirements forthese servers. Ifyou
planto deploy Enterprise voice ata latertime, but expect heavy voice usage,this topology will
more easily scale forthose needs. A/V Conferencing Servers and A/V Edge Servers can support
a largernumberofusers when deployed on dedicated servers.
Inthe followingfigure,the Back-End Database Serveris clustered inatwo-node activepassive
configuration. A Microsoft SQL Serverclusterforthe back-end databaseprovides additional
high availability and provides failovercapabilities. Clusteringthe database is optional.
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Microsoft Office Communications Server 2007 Planning Guide 27
Figure 7 High Availability Enterprise Deployment Supporting IM and Conferencing for
Internal Users Only
Deployment Profile
The followingtable summarizes the key characteristics ofthis topology.
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Table 14 Deployment Profile for High Scale, High Availability for Internal IM and
Conferencing Use
Key Aspect Description
Deployment scenario Initial deployment for mission critical large enterprise instant
messaging and conference usage
Key goals for deployment High availability; high scalability, higher performance
Geographic distribution Centralized single location
Functionality IM presence and conferencing
Functionality not provided No external user access, including federation, public IM
connectivity, anonymous user participation in Web conferencing
and no external user access to audio and video conferencing ormedia
No PSTN voiceNo IM archiving or CDR functionality
Number of Office Communications Server
servers
9 servers (4 roles)
User base Up to 125,000 active, concurrent users internally
Prerequisites Active Directory deployed in Windows 2000 native mode in the
domain where Standard Edition Server will be deployed
SQL Server 2005 SP1 or SQL Server 2000 SP4 or later available
for the back-end database of the pool
PKI infrastructure available
Hardware load balancer
How to Use the PlanningGuide for This Topology
Although you may wanttoread the entire planningguide foracomprehensive understandingof
Office Communications Serverplanningconsiderations, you may alsochoose tofocus onthe key
chapters specificto yourdeployment.
Read these key chapters
Plan YourDeployment Path
Prepare YourInfrastructure
Review Systemand NetworkRequirements
PlanforDeploying Load Balancers
PlanforAddress BookServer
PlanforHigh Availability and Fault Tolerance
PlanforDatabase Storage
Skip these chapters if you choose
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PlanforExternal UserAccess
PlanforVoIP
PlanforCompliance and Usage Analysis
Deployment Steps and Relevant Documents for this Topology
Ifthis topology is appropriate foryourorganization, begin yourdeployment bypreparing Active
Directory forOffice Communications Server. Afteryou complete yourActive Directory
preparation, deploy an Enterprisepool inthe expanded configuration,and then deploy Office
Communicator2007 and the Live Meeting 2007 clientforyourusers.
Table 15 Deployment Steps and Where to Get More Information
Required Step Read this guide for step-by-step instructions
Active Directory Preparation Microsoft Office Communications Server 2007 Active Directory Guide
Deploy an Enterprise pool in theconsolidated configuration
Microsoft Office Communications Server 2007 Enterprise EditionDeployment Guide
Deploy Office Communicatorclients
Microsoft Office Communicator 2007 Deployment Guide
Deploy Live Meeting 2007
clients
Deploying the Microsoft Office Live Meeting 2007 Client with Office
Communications Server 2007
High Scale, High Availability Enterprise Deployment SupportingIM and ConferencingforInternal and External Users
In largerenterprises thatrequire high availability and scalability to supportmission-critical IM
and conferencing internally andprovide basic external access,an Enterprisepool inthe expanded
configurationmust be deployed internally,and edge servers are deployed inthe perimeternetwork.
Inthe following edge topology,the Access Edge Serverand the Web Conferencing Edge Server
are deployed onone computer,and the A/V Edge Serveris deployed onanotherdedicated
computer. This topology is well positioned to scale ifyourneed forexternal access becomes
more critical. To scale, you add additional computers thatare runningthe same serverroles and
connectthemtoa load balancer,as explained inthe next section,Scaled External Access with
High Availability inthe PerimeterNetwork.
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Figure 8 High Scale High Availability Enterprise Deployment Supporting IM and
Conferencing for Internal and External Users
Deployment Profile
The followingtable summarizes the key characteristics ofthis topology.
Table 16 Deployment Profile for High Scale, High Availability for Internal and External IM
and Conferencing Use
Key Aspect Description
Deployment scenario Initial deployment for mission critical large enterprise instant
messaging and conference usage
Key goals for deployment High availability; high scalability, higher performance internally
Geographic distribution Centralized single location
Functionality IM presence and conferencing
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Key Aspect Description
External user access, including federation, public IM connectivity,
anonymous user participation in Web conferencing and externaluser access to audio and video conferencing or media
Functionality not provided No PSTN voice
No IM archiving or CDR functionality
Number of Office Communications Server
servers
11 servers (7 roles)
User base Up to 125,000 active concurrent users.
10 percent of this user base is assumed to be external
Prerequisites Active Directory deployed in Windows 2000 native mode in the
domain where Standard Edition Server will be deployed
SQL Server 2005 SP1 or SQL Server 2000 SP4 or later available
for the back-end database of the poolPKI infrastructure available
Hardware load balancer for pool
Hardware load balancer for edge servers
Notes For a simpler, edge topology, you can place all your edge server
roles on a single computer; however, the model discussed earlierin this document scales more easily, because you cannot load
balance multiple edge servers in the consolidated topology.
How to Use the PlanningGuide for This Topology
Although you may wanttoread the entire planningguide foracomprehensive understandingof
Office Communications Serverplanningconsiderations, you may alsochoose tofocus onthe keychapters specificto yourdeployment.
Read these key chapters
Plan YourDeployment Path
Prepare YourInfrastructure
Review Systemand NetworkRequirements
PlanforExternal UserAccess
PlanforDeploying Load Balancers
PlanforAddress BookServer
PlanforHigh Availability and Fault Tolerance
PlanforDatabase Storage
Skip these chapters if you choose
PlanforVoIP
PlanforCompliance and Usage Analysis
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Deployment Steps and Relevant Documents for this Topology
Ifthis topology is appropriate foryourorganization, we recommend you deploy Office
Communications Serverinternally and then deploy edge servers in yourperimeternetwork. For
your internal deployment, you will need toprepare Active Directory forOffice Communications
Server,and then deploy Enterprisepool inthe expanded configuration. Afteryou have deployed
yourOffice Communications Serverinfrastructure, deploy Communicator2007 and Live
Meeting 2007 clients foryourend users.
Intheperimeternetwork, before you deploy youredge servers, ensure that you have a hardware
load balancerto which you will connect youredge servers and areverse HTTP proxy. . This
proxy will allow outside users access tomeetingcontent,address bookfiles and distribution
group expansion informationthat is stored internally onthe IIS server.
Table 17 Deployment Steps and Where to Get More Information
Required Step Read this guide for step-by-step instructions
Active Directory Preparation Microsoft Office Communications Server 2007 Active Directory Guide
Deploy an Enterprise pool in the
expanded configuration
Microsoft Office Communications Server 2007 Enterprise Edition
Deployment Guide
Deploy Office Communicator
clients
Microsoft Office Communicator 2007 Deployment Guide
Deploy Live Meeting 2007
clients
Deploying the Microsoft Office Live Meeting 2007 Client with Office
Communications Server 2007
Deploy Edge Server Microsoft Office Communications Server 2007 Edge ServerDeployment Guide
Scaled External Access with High Availability in the Perimeter Network
As a variationofthe high scale, high availability deployment with external access, you can scale
the edge topology toprovide high availability forexternal access. Ina scaled edge topology,one
ormore A/V Edge Servers are deployed on dedicated servers,and Access Edge and Web
Conferencing Edge are collocated on separate dedicated computers. All edge servers are
connected toa hardware load balancer.
Note
You cannot load balance the consolidated edge topology (all three server
roles deployed on a single computer).
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Figure 9 Scaled External Access Topology
Global Deployments
This sectionprovides two sample global deployment enterprises with geographically dispersed
sites thatrequire high availability across multiple sites:
y Global IM and conferencing supporting internal and external users
y Global IM and conferencing supporting internal and external users and Enterprise Voice
Global Conferencing with Multiple Regional Sites
Inaglobal deployment,an enterprise may have one ormore datacenters in differentphysical
locations. To supportIM and conferencing, each ofthese datacenters must hostone ormore
pools forlocal users and deploy edge servers in its respectiveperimeternetworkinorderto
support external access.
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The central corporate datacenterhosts apool inthe expanded configurationto supporta user
base ofupto 125,000. Inthe primaryperimeternetwork,an Access Edge Serverand Web
Conferencing Edge Serverare collocated onone computer,and the A/V Edge Serveris deployed
ona separate dedicated computer. Inthis topology,a Directoris used inthe primary datacenter.
The Director is an Office Communications Server2007 Standard Edition serverorEnterprise
pool that does not host users butthat,as amemberofan Active Directory domain, has access to
Active Directory forpurposes ofauthenticatingremote users and routingtraffictothe
appropriate serverorEnterprisepool. Directors are recommended when you support external
useraccess, butthey are notrequired. You could deploy a similartopology without usinga
Director.
Inthe secondary datacentersite,apool inthe consolidated configuration is deployed to supporta
smalleruserbase ofless than 30,000. Inthe secondaryperimeternetwork,two local Web
Conferencing Edge Serverand two A/V Edge Servers are load balanced toprovide high
availability and toaccommodate the heavy networkbandwidth utilizationofaudio/videoand
Web conferencingtraffic. Users inthe secondary site still use the Access Edge Serverinthe
primary datacenterto send SIP traffictothe corporate datacenterservers. The Access EdgeServer intheprimary datacenterroutes all SIP trafficthrough the Director, which thenroutes the
traffictothe appropriate pools. Foraudio/videoorWeb conferencing, users first send SIP
requests through the Access Edge Servertothe Director,and thenthe Directorreturns the
appropriate Web Conferencing Edge ServerorA/V Edge Serverto which the userconnects for
Web conferencingoraudio/video sessions. To ensure agood userexperience forinter-pool
scenarios,the pools should be well-connected, with low network latency.
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Figure 10 Global Deployment Supporting IM and Conferencing for Internal and External
Users
The followingfigure shows an example ofhow one ormorephysical sites may be dispersed.
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Deployment Profile
The followingtable summarizes the key characteristics ofthis topology.
Table 18 Deployment Profile for High Scale, High Availability for Internal and External IM
and Conferencing Use
Key Aspect Description
Deployment scenario Global, mission critical IM and conferencing usage with global
external access. This topology can also form the basis for voicefunctionality added later
Key goals for deployment Global availability with external access
Geographic distribution A central data center and one or more secondary data centers
Functionality IM presence and conferencing
External user access, including federation, public IM connectivity,
anonymous user participation in Web conferencing and external
user access to audio and video conferencing or media
Functionality not provided No PSTN voice
No IM archiving or CDR functionality
Number of Office Communications Serverservers
21 servers (10 roles)
User base Over 125,000 dispersed geographically
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Key Aspect Description
Prerequisites Active Directory deployed in Windows 2000 native mode in the
domain where Standard Edition Server will be deployedSQL Server 2005 SP1 or SQL Server 2000 SP4 or later available
for the back-end database of the pool
PKI infrastructure available
Hardware load balancers for pools and the Director
Hardware load balancer for edge servers in central and regionalsites
How to Use the PlanningGuide for This Topology
Although you may wanttoread the entire planningguide foracomprehensive understandingof
Office Communications Serverplanningconsiderations, you may alsochoose tofocus onthe key
chapters specificto yourdeployment.Read these key chapters
Plan YourDeployment Path
Prepare YourInfrastructure
Review Systemand NetworkRequirements
PlanforExternal UserAccess
PlanforDeploying Load Balancers
PlanforAddress BookServer
PlanforHigh Availability and Fault Tolerance
PlanforDatabase StorageSkip these chapters if you choose
PlanforVoIP
PlanforCompliance and Usage Analysis
Deployment Steps and Relevant Documents for this Topology
Ifthis topology is appropriate foryourorganization, we recommend you deploy Office
Communications Serverinternally first, in each site,roll out yourclients,and then deploy your
edge servers in yourperimeternetwork. Foryour internal deployment, you will need toprepare
Active Directory forOffice Communications Server,and then deploy the Enterprisepool inthe
expanded configuration. Afteryou have deployed yourOffice Communications Server
infrastructure, deploy Communicator2007 and Live Meeting 2007 clients foryourend users. In
the perimeternetworks, before you deploy youredge servers, ensure that you have anavailablehardware load balancerand areverse HTTP proxy. Thisproxy will allow outside users access to
meetingcontent,address bookfiles and distributiongroup expansion informationthat is stored
internally onthe IIS server.
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Table 19 Deployment Steps and Where to Get More Information
RequiredStep Read this guide for step-by-step instructions
Active Directory Preparation Microsoft Office Communications Server 2007 Active Directory Guide
Deploy an Enterprise pool in theexpanded configuration
Microsoft Office Communications Server 2007 Enterprise EditionDeployment Guide
Deploy Office Communicator
clients
Microsoft Office Communicator 2007 Deployment Guide
Deploy Live Meeting 2007
clients
Deploying the Microsoft Office Live Meeting 2007 Client with Office
Communications Server 2007
Deploy Edge Server Microsoft Office Communications Server 2007 Edge Server
Deployment Guide
Global Conferencing with Multiple Sites External Access and Voice
A global deploymentthat supports both external access and voice is basically a variationofthe
precedingtopology, with the additionofexisting basicmediagateways and advanced media
gateways in each voice location. An Office Communications Server2007 Mediation Server is
placed adjacentto each existing basicmediagateway totranslate betweenthe gateway and
Enterprisepools. Inthe advanced mediagateways orthe basic hybrid mediagateway,the
Mediation Server is notrequired because the logicofthe Mediation Serveris integrated intothe
gateway itselfYou canfind acurrent listofqualified gateways that workwith Communications
Serverat http://r.office.microsoft.com/r/rlidOCS?clid=1033&p1=IPpbxVend. Figure 11 shows a
sample deployment.
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Microsoft Office Communications Server 2007 Planning Guide 39
Figure 11 Global Deployment with External Access and Voice
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40 Microsoft Office Communications Server 2007 Planning Guide
The followingfigure shows an example ofhow one ormorephysical sites may be dispersed.
Figure 12 Example of a Global Deployment
Deployment Profile
The followingtable summarizes the key characteristics ofthis topology.
Table 20 Deployment Profile for High Scale, High Availability for Internal and External IM
and Conferencing Use
Key Aspect Description
Deployment scenario Global, mission critical IM and conferencing usage with globalexternal access. This topology can also form the basis for voice
functionality added later
Key goals for deployment Global availability with external access
Geographic distribution A central data center and one or more secondary data centers
Functionality IM presence and conferencing
External user access, including federation, public IM connectivity,
anonymous user participation in Web conferencing and external
user access to audio and video conferencing or media
Functionality not provided No PSTN voice
No IM archiving or CDR functionality
Number of Office Communications Server
servers
27 servers (10 roles)
User base Over 125,000 dispersed geographically
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Key Aspect Description
Prerequisites Active Directory deployed in Windows 2000 native mode in the
domain where Standard Edition Server will be deployedSQL Server 2005 SP1 or SQL Server 2000 SP4 or later available
for the back-end database of the pool
PKI infrastructure available
Hardware load balancers for pools and the Director
Hardware load balancer for edge servers in central and regionalsites
How to Use the PlanningGuide for This Topology
Although you may wanttoread the entire planningguide foracomprehensive understandingof
Office Communications Serverplanningconsiderations, you may alsochoose tofocus onthe key
chapters specificto yourdeployment.Read these key chapters
Plan YourDeployment Path
Prepare YourInfrastructure
Review Systemand NetworkRequirements
PlanforExternal UserAccess
PlanforDeploying Load Balancers
PlanforVoIP
PlanforAddress BookServer
PlanforHigh Availability and Fault TolerancePlanforDatabase Storage
Skip these chapters if you choose
PlanforCompliance and Usage Analysis
Deployment Steps and Relevant Documents for this Topology
Ifthis topology is appropriate foryourorganization, we recommend you deploy Office
Communications Serverinternally in each site,roll out yourclients,and then deploy edge servers
in yourperimeternetwork. Foryour internal deployment, you will need toprepare Active
Directory forOffice Communications Server,and then deploy Enterprisepool inthe expanded
configuration. Afteryou have deployed yourOffice Communications Server infrastructure,
deploy Communicator2007 and Live Meeting 2007 clients foryourend users.
Before you deploy youredge servers, intheperimeternetwork, ensure that you have a hardwareload balancerto which you will connect youredge servers and areverse HTTP proxy. Thisproxy
will allow outside users access tomeetingcontent,address bookfiles and distributiongroup
expansion informationthat is stored internally onthe IIS server.
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Table 21 Deployment Steps and Where to Get More Information
Required Step Read this guide for step-by-step instructions
Active Directory Preparation Microsoft Office Communications Server 2007 Active Directory Guide
Deploy an Enterprise pool in theexpanded configuration
Microsoft Office Communications Server 2007 Enterprise EditionDeployment Guide
Deploy Office Communicator
clients
Microsoft Office Communicator 2007 Deployment Guide
Deploy Live Meeting 2007
clients
Deploying the Microsoft Office Live Meeting 2007 Client with Office
Communications Server 2007
Deploy Enterprise Voice Microsoft Office Communications Server 2007 Enterprise Voice
Planning and Deployment Guide
Deploy Edge Server Microsoft Office Communications Server 2007 Edge ServerDeployment Guide
Step 3. Plan Your Deployment PathThis chapterexplains how toplan yourdeploymentpath. Itcontains the following sections:
y Things you mustknow before deploying
y Overview ofthe deploymentprocess
y Permissions required fordeployment
Things You Must Know Before You DeployBefore you begin implementing yourchosentopology,there are some importantthings you must
know aboutthe Office Communications Server2007 requirements and specifictopologies:
Infrastructure Considerations
A PKI infrastructure is required forOffice Communications Server2007. Ifyou donot have an
internal PKI infrastructure, you can use apublic CA as well.
All domains in which you deploy Office Communications Serverare using Windows 2000 native
mode. You cannot deploy Office Communications Serverinamixed mode domain. Microsoft
Windows Server 2003 native mode is strongly recommended.
You must use acertificate issued by apublic CA forfederationandpublicIM connectivity.
(PublicIM connectivity requires anadditional license). Forthe MSN networkofInternetservices and Yahoo!,a Web servercertificate is required. ForAOL,the certificate mustalso
be configured forclientauthentication.
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Important: Voice Considerations
Power, Network, or Telephone Service Outages
Ifthere is anoutage, disruption,orotherdegradationofthe power,network,ortelephoneservices at yourlocation,the voice, instantmessaging,presence,and otherfeatures ofOffice
Communications Server2007 and any device connected to Office Communications Server2007
may not workproperly.
Enterprise Voice Depends on Server Availability and Voice Client and Hardware
Operability
Voice communications via Office Communications Server2007 depend uponthe availability of
the serversoftware and the properfunctioningofthe voice clients orthe hardwarephone devices
connectingtothe serversoftware.
Alternative Means ofAccessing EmergencyServices
Forthose locations where you install a voice client (forexample,a PC running Office
Communicator2007 oran Office CommunicatorPhone Edition device), we recommend that you
maintaina backupoptionforusers tocall emergency services (forexample, 911 and 999) incase
ofapowerfailure,networkconnectivity degradation,telephone service outage,orotherproblem
thatmay inhibitoperationofOffice Communications Server2007, Office Communicator2007,
orthe Phone Edition devices. Such alternative options could include atelephone connected toa
standard PSTN line oracellphone.
Emergency Calls and Multi-Line Telephone Systems
The use ofamulti-line telephone system (MLTS) may be subjectto U.S. (state and/orfederal)
and foreign MLTS laws thatrequire the MLTS toprovide acallers telephone number, extension,
and/orphysical locationtoapplicable emergency services whenacallermakes acall to
emergency services (forexample, when dialingan emergency access numbersuch as 911 or
999). NeitherOffice Communications Server2007, Office Communicator2007,norOffice
CommunicatorPhone Edition Devicesprovide the callersphysical locationto emergency
services whenacallerdials emergency services. Compliance with such MLTS laws is the soleresponsibility ofthe purchaserofOffice Communications Server2007, Office Communicator
2007,and Office CommunicatorPhone Edition devices.
Web Conferencing Considerations
As a bestpractice, you should alsoperiodically run diskdefragmentationonthe diskdrives
where the meetingcontent is hosted.
Runningreal-time anti-virus scanningonthe shares that store meetingcontent,meetingcontent
meta data,and meetingcompliance data is notrecommended. Doing socanadversely affect
performance forWeb Conferencing. We recommend scanningforvirus only whenthe serverhas
little orno load and that you runanti-virusprotection enabled onclientcomputers atall times.
EdgeS
erver ConsiderationsYou cannot load balance multiple edge servers inthe consolidated topology. The only supported
load balanced topology foracentral site involves one ormore dedicated computers with
collocated Access Edge Servers with Web Conferencing Edge Servers and one ormore dedicated
computers with A/V Edge Conferencing Servers. Thus, ifyou deploy the consolidated edge
topology initially and then wantto scale, you will have to deploy an entirely new edge topology.
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An external DNS SRV record must existforyourAccess Edge Serverorarray ofedge servers in
orderto supportpublicIM connectivity and federation. Formore information, see Step 6. Plan
forExternal UserAccess.
Only one Access Edge Serveroranarray ofAccess Edge Servers can be used inanorganization
forpublicIM connectivity and federation. Inotherwords,an Access Edge Serveroranarray of
Access Edge Servers canonly be inonephysical datacenter(multiple datacenters orremote
sites cannot deploy Access Edge Servers).
A reverse HTTP proxy is toallow remote users to download address bookfiles,and expand
distribution lists and toallow external users access tomeetingcontentforWeb conferences.
The network interfaces ofthe AV Edge Servermust be directly addressable atthe IP layerand
not behind a NAT.
ForWeb and IM conferences involvingfederatedparticipants, Office Communications Server
edge servers verify thatthe connecting serverhas the appropriate certificates and is configured
forfederation. However,the Office Communications Serveredge servers in yourorganization
rely onthe federatedpeerserverto send the legitimate SIP URIoftheparticipantand hencecannotguarantee the identity ofthe external conferenceparticipants inafederated Web orIM
conference. To distinguish external users, Office Communicator2007provides a visual
indicationforusers fromafederated domain inthe conference roster. Additionally,the title bar
ofthe conversation window contains aglobe iconto indicate that external participants are
included. Whenclients connecttoa Web conference oran A/V conference hosted by afederated
domain,the clients treatthe rosterand all conferencing informationcomingfromthe federated
domainas trusted information.
You should only have one inbound MTLS listenerconfigured on yourDirector. This is the
defaultconfiguration, which is recommended. Ifyou have more thanone listenerconfigured on
yourDirector,all otherlisteners besides the defaultconnection (MTLS onport 5061) must be
configured to use TLS orTCP. Havingmore thanone MTLS listenercanresult inproblems
communicating with external users and attending external conferences. Ifyou have arequirementformore thanone MTLS listener, verify thatthe portnumbers correspondingto each MTLS
listenerare openonthe internal firewall forcommunication betweenthe Access Edge Serverand
Director. This configurationapplies to yourFront End Servers ifyou donot have a Director
deployed forexternal access.
General Office Communications Server Considerations
Standard Edition serverrequires enough local diskspace formeetingcontent. Particularly ifyou
leverage multimediafunctionality ofLive Meetingclient,the size required formeetingcontent
cangrow large.
Installingany Office Communications Server2007 role onaglobal catalogcontrollerorany
otherdomaincontrolleris not supported.
Office Communications Servershould not be installed ina domain in which the lastpartoftheFQDN begins with anumeral. Forexample,xxx.yyy.4zzand aaa.bbb.1abare both invali