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Dedicated and ITAR-support Plans
Unified Messaging in Exchange Online Dedicated
Applies to: Office 365 Dedicated – Legacy 2013 Platform Release
Topic Last Modified: 22-Nov-2013
Topic Last Modified: Modifications Applied:
8-Nov-2013 Initial Release
15-Nov-2013 Roles and Responsibilities for administration and support clarified
22-Nov-2103 Customer responsibilities clarified in Lync Server on-premises implementation and in firewall settings table for all
implementation scenarios
Unified Messaging (UM) for the Exchange Online dedicated and ITAR-support plans of Office 365 for enterprises
provides support for Hosted Voicemail. Telephony environments capable of being integrated with Exchange Online
include Lync Online, on-premises Lync Server, and approved third-party vendor PBX systems located on-premises.
Topic areas described within this UM feature guide are the following:
What is Unified Messaging? 3
Overview 3
UM Reference Material 5
Establishing a Unified Messaging environment 6
Lync Online Dedicated Implementation 6
Lync Server On-Premises Implementation 6
Infrastructure Requirements 7
System Level Provisioning 7
Implementation Tasks for All Lync Environments 8
System Configuration Roles and Responsibilities 9
Coexistence & Migration 9
On-Premises Third-party Vendor PBX Integration 10
Infrastructure Requirements 10
UM System Configuration 11
Provisioning Considerations for All Environments 12
Firewall Requirements 12
Establishing Auto Attendants 12
Use of Language Packs 13
Voice Mail Preview Activation 13
Administration within the Unified Messaging environment 14
Administration Roles and Responsibilities for On-premises PBX Systems 14
User Level Self-Service Administration 15
Supporting the Unified Messaging environment 16
Unified Messaging in Exchange Online Dedicated © 2015 Microsoft Corporation. All rights reserved.
2
Technical Support Roles and Responsibilities 16
Appendix A: Unified Messaging Terms & Definitions 17
Important:
1. Preview material may be updated periodically before becoming a published version within the
Exchange Online Dedicated area of the Microsoft TechNet Library. Rather than downloading or
printing the content, viewing the material at this site is recommended whenever reference
information is needed.
2. Not all generally available documentation produced by Microsoft to describe the features and
functionality of Exchange 2013 is applicable to the dedicated and ITAR-support plan offerings of
Office 365 for enterprises. Content accessible via links provided in this content are reliable sources.
3. Unless otherwise stated, all references to “dedicated plans” or “Exchange Online Dedicated” also
apply to the International Traffic in Arms Regulations (ITAR-support) version of Exchange Online.
Unified Messaging in Exchange Online Dedicated © 2015 Microsoft Corporation. All rights reserved.
3
What is Unified Messaging?
Overview
Unified Messaging (UM) is the integration of electronic messaging and communications technologies (e.g., e-mail
and voice mail systems) into a single information management solution which offers access to content using a
variety of devices and applications. The Exchange Online Dedicated service is capable of providing UM support for a
Lync Enterprise Voice deployment involving either a customer premises Lync® Server environment or the Lync®
Online service offered within Office 365 Dedicated. The ability to integrate approved third-party vendor PBX systems
located on-premises also is provided. The diagram below illustrates the typical components for an on-premises Lync
Server configuration supported by Exchange Online Dedicated. For a Lync Online implementation, all Lync Server
components are located within the Office 365 data center environment.
In the on-premises Lync Server example shown above, the UM environment includes common Lync components
and a VoIP Gateway to provide caller access from the Public Switched Telephone Network (PSTN) to the on-
Unified Messaging in Exchange Online Dedicated © 2015 Microsoft Corporation. All rights reserved.
4
premises Lync environment. The Lync Edge server acts as a VoIP-aware network border element to relay VoIP traffic
to and from the public network. One or more Lync Edge Servers may exist to support Lync users located outside of
the corporate network.
The UM offering provided by the Exchange 2013 platform of Exchange Online Dedicated provides support for
hosted voice mail. E-mail and voice mail messages are delivered to a single mailbox that can be accessed via
Outlook, Outlook Web App, a Lync client, mobile devices, or a standard telephone through Outlook Voice Access.
Organization-level or personal auto attendant functionality is available to route callers to specific Lync or telephony
endpoints. Spoken email, audible interaction with calendar elements, directory search, and outbound calling also are
part of the voice integrated UM experience. The following is a complete list of UM voice mail features available to
Exchange Online Dedicated customers:
Unified Messaging in Exchange Online Dedicated © 2015 Microsoft Corporation. All rights reserved.
5
Delivery of voice mail to an Exchange Online mailbox
Message Waiting Indicator
Voice mail preview (speech-to-text transcript) *
Voice mail form to play voice messages
Play on Phone (ability to dynamically establish a connection to a phone to play a message)
Outlook Voice Access allowing the use of voice commands to interact with the Inbox and Calendar or to
perform a directory search to initiate an outbound call, group addressing, and sending a voice message
Organization-level auto attendants (automated responses and call-tree functionality presented to callers)
Personal auto attendant (use of call answering rules to forward a call to another telephony end point based
upon user defined criteria)
Information Rights Management (IRM) protected voicemail
User self-service administration of select features (Call Answering Rules, PIN Reset, Greetings, Outlook Voice
Access, Voice Mail Preview, Notifications) *
Multiple language support (26 languages available) *
* Limitations apply as described in the Exchange Online Dedicated Service Description. See also additional information described
in the sections below.
UM Reference Material
Unified Messaging functionality offered within Exchange Online Dedicated is similar to the functionality provided
within the multi-tenant version of Exchange Online. See the article collection Voice Mail in Exchange Online and
apply the following:
1. The following features are not supported within the UM offering of Exchange Online Dedicated:
FAX support
Missed Call and Voice Mail Notifications using Short Message Service (SMS) text messaging
2. Use of the Protected Voice Mail feature requires Information Rights Management (IRM) infrastructure
within the customer premises and Office 365 environments. See the Active Directory Rights Management
Services section of the Identity and Provisioning Service Description for Office 365 Dedicated for AD RMS
implementation requirements to support IRM. After these requirements have been met, contact your
Microsoft Technical Account Manager to coordinate activation of the Protected Voice Mail feature.
3. Within the UM offering for Exchange Online Dedicated, only the Set-UMMailbox cmdlet is exposed to
allow UM management functions to be performed; the use of the Set-Mailbox cmdlet to perform
administrative functions is not permitted.
4. Only an Exchange Administrator (not a user) can enable or disable UM for a user.
5. Actions involving the association or disassociation of UM servers with dial plans require placement of a
Configuration Request with your Microsoft Technical Account Manager.
Unified Messaging in Exchange Online Dedicated © 2015 Microsoft Corporation. All rights reserved.
6
Establishing a Unified Messaging environment A Unified Messaging implementation for Exchange Online Dedicated can be established for (a) Lync clients associated
with the Lync Online offering of the dedicated and ITAR-support plans of Office 365 for enterprises, (b) Lync clients
associated with an on-premises Lync Server environment, or (c) client systems and/or equipment associated with
approved third-party vendor PBX systems located on-premises. For any of these implementations, a Plan 2D
subscription for Exchange Online Dedicated is required for each client as described in the Exchange Online Dedicated
Service Description.
Lync Online Dedicated Implementation
For customers with Lync Online Dedicated subscriptions, initial integration with Exchange Online Dedicated is
performed by Microsoft. Your Microsoft Deployment Program Manager will assist with gathering all requirements to
complete the provisioning process. As a customer, you are responsible for provisioning all Lync Online clients. The
Microsoft Managed Solutions Service Provisioning Provider (MMSSPP) tool is used to support client provisioning
within the Lync Online service. When specific user object extension attributes are configured within the on-premises
Active Directory, these attributes are forwarded by MMSSPP to the managed Active Directory within Office 365.
For Lync Online clients, Active Directory attributes representing an Entitlement Bitmap (Lync client features that can
be enabled/disabled for a specific Lync Online user) and an Entitlement String (telephone number and other
telephony attributes of the user) support the provisioning process. Both attributes are associated with the Enterprise
Voice feature of Lync Online. For additional information, see the Office 365 Dedicated and ITAR-support Plans
Provisioning Handbook available accessible via the MMSSPP & Provisioning Tools landing page of the Customer
Extranet site. See also the Implementation Tasks for All Lync Environments and the Provisioning Considerations for
All Environments sections below.
Lync Server On-Premises Implementation
For configurations that involve Lync Server on-premises, integration actions are shared between Microsoft and
customer technical staff. A Microsoft Deployment Program Manager will assist with gathering all information
required to establish the environment.
Note:
To interconnect an on-premises Lync Server environment with Exchange Online, the involvement of
customer technical staff familiar with telephony terminology and capable of performing configuration
changes within either the Lync Server, associated telephony equipment of the on-premises environment,
and the IP network of the customer is required.
Unified Messaging in Exchange Online Dedicated © 2015 Microsoft Corporation. All rights reserved.
7
Infrastructure Requirements
Prior to performing administrative steps to establish a UM environment involving an on-premises Lync Server,
several infrastructure requirements must be met. During the discovery phase for a UM deployment, a Microsoft
Deployment Program Manager will assist to clarify requirements for the following areas:
Lync Server version and required Cumulative
Update (CU)
SSL certificate source (generated by a public
certificate authority)
Lync Client version Required user security groups
Existence of a forest trust between the
on-premises and Office 365 environments
Round-trip time maximum transmission delay of
300 milliseconds between all Lync devices and
the Office 365 UM servers.
System Level Provisioning
When the UM infrastructure for your environment has been established, your organization will need to address the
following administrative steps to complete the creation of a UM environment:
Generate and configure UM IP gateway objects and hunt groups
Generate and configure UM dial plans
Request association of dial plans with UM servers
Generate, configure, and modify UM mailbox policies
Create and configure an organization-level auto attendant
Set default language pack for dial plans and auto attendants
Enable and disable UM users
Additional guidance and links to reference material for the tasks described above are available in the
Administration Roles and Responsibilities for On-premises PBX Systems section below. See also the
Implementation Tasks for All Lync Environments and Provisioning Considerations for All Environments sections
below.
When connectivity has been established between the on-premises Lync Server and Exchange Online Dedicated,
user level provisioning must be performed. The enabling and disabling of a single UM mailbox can be
accomplished by an Exchange administrator using the EAC or remote Windows PowerShell as described in Enable a
User for Voice Mail. To bulk enable UM mailboxes, a Windows PowerShell script can be used. The Administration
Scripts Package (scripts and usage instructions) provided by Microsoft contains a bulk provisioning example script.
The package is available on the UM landing page of the O365-D/ITAR Customer Extranet site.
Note:
Specific RBAC roles and security groups are required to execute remote Windows PowerShell cmdlets. See
UM deployment documentation provided by the Microsoft Deployment Program Management team to
determine which groups must be created.
Unified Messaging in Exchange Online Dedicated © 2015 Microsoft Corporation. All rights reserved.
8
Important:
To reduce the potential for UM provisioning errors and to realize the benefits of automated
provisioning, customers are encouraged to use the bulk provisioning script within the script pack
provided by Microsoft Online Services. The script is generic and expected to be usable in all customer
environments. If errors occur when the script is executed, the content of the script should be used as an
example to create a customized script for your environment. Microsoft Online Services provides the UM
provisioning script as a customer convenience without warranty expressed or implied.
Implementation Tasks for All Lync Environments
Roles and responsibilities to establish a UM environment involving Lync Online or an on-premises Lync Server are
described in this section. The characteristics of a coexistence configuration and the migration of UM-enabled
mailboxes from an on-premises environment to Exchange Online Dedicated also are described.
Unified Messaging in Exchange Online Dedicated © 2015 Microsoft Corporation. All rights reserved.
9
System Configuration Roles and Responsibilities
An overview of the steps performed by the customer and Microsoft for each Lync implementation type are
described below.
Deployment & Initial Provisioning Process
Tasks
Task Ownership
Lync On-Premises
Implementation
(customer
managed)
Lync Online
Implementation
(Microsoft
managed)
1. Complete environment discovery questionnaire
and provide to Microsoft for verification of
prerequisites
Customer Customer
2. Create required Active Directory security groups
for Role Based Access Control (RBAC) Customer Customer
CO
RE F
UN
CT
ION
ALIT
Y
3. Establish connectivity between Lync front end
server and Office 365 Active Directory server Customer Microsoft
4. Establish connectivity between Lync servers (front
end, mediation, and edge) and Exchange Online
UM environment
Customer Microsoft
5. Activate UM within Exchange Online Microsoft Microsoft
6. Confirm Lync client connectivity to Exchange
Online UM environment Customer Customer
7. Establish outbound calling capability from UM
environment via IP network infrastructure (support
for transfer to operator extension, personal auto
attendant, and manual external call initiation)
Customer Microsoft
8. Verify all UM core feature functionality Customer Customer
9. Apply additional UM configuration settings (IP
gateway, hunt groups, dial plans, mailbox policy,
organization-level auto attendants)
Customer Microsoft
10. Associate UM servers with dial plans Microsoft Microsoft
11. Enable users Customer Customer
Documentation describing UM implementation details for any custom steps (i.e., deviation from standard product
documentation release) will be provided by the Microsoft Deployment Program Manager.
Coexistence & Migration
When users of an organization are distributed between an on-premises Exchange Server environment and
Exchange Online, this hybrid configuration is referred to as coexistence. A coexistence configuration can be a short
term period to complete the migration of on-premises mailboxes to Exchange Online or it can be a long term
configuration. Only users with an assigned Exchange Online mailbox are able to have UM functionality within
Exchange Online. The ability for interaction between the Exchange Online UM server and an on-premises UM server
is not provided.
Unified Messaging in Exchange Online Dedicated © 2015 Microsoft Corporation. All rights reserved.
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The following addresses frequently asked questions related to the migration of a UM-enabled mailbox from an on-
premises environment to Exchange Online:
Migration FAQ Answer
1. Will all voice mails in the mailbox be migrated?
Yes
2. Will user’s voice mail greeting be migrated?
Yes
3. Will user’s spoken name be migrated?
Yes
4. Will user’s voice mail PIN be migrated?
No
5. Does the admin have to manually UM-disable the mailbox before
migration?
Yes
6. Does the admin have to manually UM-enable the mailbox after migration?
Yes
On-Premises Third-party Vendor PBX Integration
The Hosted Voicemail feature of UM is available for an on-premises Private Branch Exchange (PBX) telephony
system which meets specific equipment and configuration criteria. If the on-premises system is a legacy PBX rather
than an IP-PBX or SIP-enabled PBX, a VoIP Gateway will be required. The following criteria must be met for the on-
premises telephony equipment to integrate with Exchange Online Dedicated:
The equipment must be listed on the Telephony Advisor for Exchange 2013.
The equipment must support SIP communication (secure or unsecure) with a remote host that utilizes wild
card certificates in the Subject Alternative Name (SAN).
The SSL certificate utilized by the equipment must be from a Certificate Authority (CA) listed as a Trusted CA
(e.g., Entrust, Verisign).
The equipment must support DNS resolution.
The equipment must support DNS load balancing.
Your organization should verify all telephony equipment that will interface with the UM server of Exchange Online is
current with regard to software updates, firmware updates, hotfixes, and other device specific requirements before
attempting to integrate with Exchange Online. See Telephone System Integration with UM for additional overview
material.
Infrastructure Requirements
Within Exchange Online Dedicated, UM functionality is active by default and immediately capable of accepting
SIP/RTP traffic. If the base criteria for your on-premises telephony equipment has been met, specific infrastructure
requirements must be addressed. Areas affected include the following:
Unified Messaging in Exchange Online Dedicated © 2015 Microsoft Corporation. All rights reserved.
11
Network Architecture
All network traffic between the on-premises equipment and Exchange Online Dedicated must be via the
Gateway Network / Customer (GN/C) path.
Round-trip time maximum transmission delay of 300 milliseconds must be maintained between the on-
premises telephony equipment and the Exchange Online UM server.
DNS Record Requirements
The following DNS records must be updated in your on-premises VoIP Gateway and/or IP-PBX equipment to
provide connectivity to the UM server endpoint.
Customer On-premises
CNAME cust#-um-out-1.customer.com CNAME IN cust#-1-du.prod.outlook.com
Telephony Equipment Requirements
Your on-premises telephony equipment must have the following settings applied:
1. Enable DNS functionality on the telephony device.
2. Configure the load balancing method of the device to use Round Robin.
3. Within the device, set the destination endpoint for calls to the UM server to be
<cust#>-um-out-1.<customer.com>
<cust#> = Your assigned by Office 365 Dedicated customer number
<customer.com> = The domain name for your environment
UM System Configuration
The following is an overview of the steps you must perform to complete the UM configuration for your
implementation:
1. Ensure an Exchange Online Plan 2D subscription is assigned to every mailbox to be enabled to use hosted
voicemail services.
2. Create a UM dial plan.
3. Create a UM IP gateway (if needed – one required for each VoIP gateway).
4. Create a UM hunt group.
Steps to perform the dial plan, IP gateway, and hunt group work can be found in Connect Your Voice Mail System
to Your Telephone Network.
Additional guidance and links to reference material for the tasks described above are available in the
Administration Roles and Responsibilities for On-premises PBX Systems section below. See also the Provisioning
Considerations for All Environments section below.
Unified Messaging in Exchange Online Dedicated © 2015 Microsoft Corporation. All rights reserved.
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Provisioning Considerations for All Environments
Additional provisioning considerations for UM functionality provided within Exchange Online Dedicated are
included in this section.
Firewall Requirements
The table below lists the firewall ports that must be open within your environment to allow SIP and RTP
communication to occur between your chosen telephony configuration and Exchange Online Dedicated.
Port Bi-directional IP-PBX / VoIP Gateway Type Notes
TCP:88 No Lync only Kerberos authentication
TCP:389 No Lync only LDAP queries
UDP:389 No Lync only LDAP queries for OCSUMUtil
TCP:443 No Lync only Lync to UM connectivity
UDP:3478 No Lync only Lync to UM connectivity
TCP:5060 Yes Third-party equipment only Open if unsecure SIP used
TCP:5061 Yes Lync or Third-party equipment Used for secure SIP
TCP:5062 No Third-party equipment only Open if unsecure SIP used
TCP:5063 No Lync or Third-party equipment Used for secure SIP
TCP:5065 No Third-party equipment only Open if unsecure SIP used
TCP:5066 No Lync or Third-party equipment Used for secure SIP
TCP:5067 No Third-party equipment only Open if unsecure SIP used
TCP:5068 No Lync or Third-party equipment Used for secure SIP
TCP: 49152-57500 Yes Lync or Third-party equipment RTP audio traffic
UDP: 49152-57500 Yes Lync or Third-party equipment RTP audio traffic
Establishing Auto Attendants
Two types of auto attendants are available within UM: organization-level and personal. The organization-level
auto attendants provide an ability for a caller to hear automated announcements, select options to route their call
to a desired destination, or to search for a particular individual. A personal auto attendant (implemented as Call
Answering Rules via the Outlook Web App interface to UM) allows an end user to set specific call management
actions for specific incoming call types.
The creation of an organization-level auto attendant requires careful planning and implementation. Detailed
information can be found within Automatically Answer and Route Incoming Calls. Customers are advised to utilize
their Microsoft Premier Support agreement if assistance is required. See User Level Self-Service Administration
below for a description of the procedures to manage personal auto attendant functionality.
Unified Messaging in Exchange Online Dedicated © 2015 Microsoft Corporation. All rights reserved.
13
Use of Language Packs
The UM feature within Exchange Online Dedicated offers the ability to present pre-recorded prompts, text-to-
speech language translation, and automatic speech recognition in several languages. Additional information
regarding UM language packs can be found in UM Languages, Prompts, and Greetings. Included are descriptions
of how to configure UM languages for dial plans (result will apply to Outlook Voice Access and default auto
attendant settings), how to customize an auto attendant to use a specific language pack, and language options for
the Voice Mail Preview feature.
Note:
Only a subset of the UM language packs are capable of supporting the Voice Mail Preview feature of UM.
Refer to the Voice Mail Preview section of the TechNet article cited above for additional information.
Voice Mail Preview Activation
The Voice Mail Preview feature can be enabled or disabled for all users associated with a UM mailbox policy.
Enabling this setting allows users to receive the text of a voice mail in the message body of an e-mail message.
If this option is disabled on the UM dial plan, Voice Mail Preview will not be available to any of the users
associated with the UM mailbox policy. See Enable Voice Mail Preview for Users or Disable Voice Mail Preview
for Users for additional information. If the feature is enabled, the ability for a user to turn the functionality
on/off within their account is described within the User Level Self-Service Administration section. As described in
the Language Packs section above, only a subset of the UM language packs are capable of supporting the Voice
Mail Preview feature.
Unified Messaging in Exchange Online Dedicated © 2015 Microsoft Corporation. All rights reserved.
14
Administration within the Unified Messaging environment
Administration Roles and Responsibilities for On-premises PBX Systems
Following the initial deployment phase for UM, customers that have an on-premises Lync Server or third-party
vendor PBX system are responsible for either (a) utilizing self-service tools to apply a feature or perform an
administrative function or (b) initiating a Configuration Request (CR) to implement a specific UM feature. The
following table lists typical administrative functions and the required implementation actions:
Administrative Function
or Scenario
Customer
(self-
service)
Microsoft
(Configuration
Request)Notes
Role Based Access Control (RBAC)
enabled tasks managed via the
Exchange Admin Center (EAC) or
remote Windows PowerShell
See the Self-Service Administration in
Exchange Online Dedicated available in
the Customer Extranet site
Generating and configuring UM IP
gateway, hunt groups, and dial
plans
See UM IP Gateways, UM Hunt Groups,
and UM Dial Plans
Associate or
disassociate
dial plan with
UM IP gateway
Lync Server
on-premises
Contact your
Technical Account Manager
to submit a Configuration Request
Other PBX
on-premises
See Create a UM IP Gateway
Generating, configuring, and
modifying UM mailbox policies See UM Mailbox Policies
Creating, configuring, and
modifying an organization-level
auto attendant
See UM Auto Attendant Procedures
Setting default language pack for
dial plans and auto attendants
See Set the Default Language on a Dial
Plan and Select the Language for an
Auto Attendant
Enabling and disabling a UM user See Voice Mail-Enabled User
Procedures
Setting & resetting user PIN See Set Outlook Voice Access PIN
Security
Unified Messaging in Exchange Online Dedicated © 2015 Microsoft Corporation. All rights reserved.
15
User Level Self-Service Administration
Users can configure and/or modify personal UM settings using the EAC user interface provided via Outlook Web
App. Exposed features include the following:
Call Answering Rules (personal auto attendant)
PIN Reset
Outlook Voice Access
Voice Mail Preview
Greetings
Notifications*
Play on Phone
* The UM implementation of Exchange Online Dedicated does not provide support for the Notifications
functionality involving the use of Short Message Service (SMS) text messaging to deliver an indication when a voice
mail message has been received or when a call has been missed.
To use the EAC interface for personal feature management, a user can access their Exchange Online Dedicated
mailbox via Outlook Web App. As shown in the left image, select the OWA drop-down and follow with selecting
Options. In the next view that appears, select phone in the left Feature pane following by voice mail in the Tab area
to expose the available options (listing of options has been manually added to the right image).
The configuration options for the user are self-explanatory on the voice mail options page. Additional user
assistance information can be found within the Voice mail article of office.microsoft.com.
Unified Messaging in Exchange Online Dedicated © 2015 Microsoft Corporation. All rights reserved.
16
Supporting the Unified Messaging environment
Technical Support Roles and Responsibilities
From a support perspective, the following represents an overview of the UM support roles and responsibilities
involving the customer and Microsoft Online Services Support:
Support Area Customer Microsoft
UM mailbox (including mailbox policies) and UM user issues
UM server maintenance within Office 365 environment
Lync Online system support within
Office 365 Dedicated or ITAR-support plan environment
(if Lync Online solution is used)
On-premises PBX infrastructure support
(if on-premises Lync Server or third-party vendor PBX is used)
Within the Microsoft Support site, troubleshooting articles exist for UM technical issues which may arise. The
following is a partial list of available support articles:
Platform wide Unified Messaging service issues
(e.g. Outlook Voice Access not working across multiple dial plans (fast busy or dead air), call
transfers/forwards not working, UM Auto Attendant not answering, or voice mail messages not being
delivered to multiple mailboxes)
Receive error indicating phone number is already in use when attempting to enable a Unified Messaging
mailbox
User is locked out of Unified Messaging
User reports no Unified Messaging voice mail messages in mailbox or voice mail is not accessible over the
phone
To retrieve relevant UM support articles, use the following link to access content held within support.microsoft.com
that are tagged for the dedicated and ITAR-support plans of Office 365 for enterprises:
http://support.microsoft.com/search/default.aspx?mode=a&spid=global&ast=25&catalog=LCID%3d1033&x=0&y=
0&query=kb%20%22online%20dedicated%22%20unified%20messaging
If the issue experienced for a configuration involving an on-premises Lync Server cannot be resolved using the
troubleshooting articles within the Microsoft Support site, the Exchange Online Unified Messaging Diagnostic Tools
package for Exchange Online Dedicated can be referenced. The package contains information describing
troubleshooting procedures, available tools, and the escalation process to follow if an issue cannot be resolved. The
material is accessible via the UM landing page of the O365-D/ITAR Customer Extranet site.
Unified Messaging in Exchange Online Dedicated © 2015 Microsoft Corporation. All rights reserved.
17
Appendix A: Unified Messaging Terms & Definitions The following table contains the terms and definitions that are used with Unified Messaging.
Audio Codec A digital encoding of an analog voice signal. Most audio codecs provide
compression of the data, at the cost of some loss of fidelity when the data is
recovered. Audio codecs vary in their perceived sound quality, the bandwidth that
is required to use them, and the system requirements that are needed to do the
encoding.
Audio Notes Text-based notes that can be added to a voice mail message that has been
received in Office Outlook 2007/2010/2013 or Outlook Web App.
Auto Attendant A software system that answers calls, plays prompts or instructions, and then
collects input from the caller as touch tones or speech. Auto attendants can direct
a call to telephone numbers or named users or to entities (for example,
departments) that the caller specifies, without intervention from a human
operator.
Automatic Speech
Recognition (ASR)
A technology that enables a computer to match human speech to a predefined
set of words or phrases.
Call Answering The process by which a caller interacts with a voice mail system if the number they
originally called isn't answered. Typically, the system will play a greeting or other
prompt, and allow the caller to record a voice message.
Call Answering Rules A form of call answering in which the user for whom the call is being answered
can specify rules to determine the behavior originating callers will experience. The
user can specify conditions to be evaluated, greetings, and choices to be provided
to the caller and actions (for example, transfer or leave a message) to be taken as
a result of the caller's choice.
Circuit-Switched
Networks
In circuit-switched networks, such as the Public Switched Telephone Network
(PSTN), multiple calls are transmitted across the same transmission medium.
Frequently, the medium used in the PSTN is copper. However, fiber optic cable
might also be used.
A circuit-switched network is a network in which there exists a dedicated
connection. A dedicated connection is a circuit or channel set up between two
nodes so that they can communicate. After a call is established between two
nodes, the connection may be used only by these two nodes. When the call is
ended by one of the nodes, the connection is canceled.
Conditional Call
Forwarding
A set of conditions that are chosen by a user to be used when they receive an
incoming call. The call is redirected based on the conditions that are set.
Dial By Name A feature that enables a caller to spell a person’s name using the keys on a
telephone (ABC=2, DEF=3, etc.).
Dial Plan For Exchange Unified Messaging, this is a set of telephony-capable endpoints that
share a common numbering plan. The details of the plan are determined by the
telephone system to which UM is connected. In the simplest case, this can be a
private branch exchange (PBX) with its extensions, each with a unique, fixed-
length number.
Dialing Rule Group Dialing rule groups are created to enable telephone numbers to be modified
before they're sent to the PBX or IP PBX for outgoing calls. Dialing rule groups
may remove digits from or add digits to telephone numbers that are being used
to place calls by a Unified Messaging server. Each dialing rule group contains
Unified Messaging in Exchange Online Dedicated © 2015 Microsoft Corporation. All rights reserved.
18
dialing rule entries that determine the types of in-country/region and
international calls that users within a dialing rule group can make. Each dialing
rule group must contain at least one dialing rule entry.
Hunt Group A set of extensions that are organized into a group, over which the PBX or IP PBX
“hunts” to find an available extension. A hunt group is used to direct calls to
identically-capable endpoints or to an application, such as voice mail.
Internet Protocol Private
Branch Exchange (IP PBX)
A telephone switch that natively supports voice over IP (VoIP). An IP PBX uses
VoIP-based protocols to communicate with IP-based hosts such as VoIP
telephones over a packet-switched network. Some IP PBXs can also support the
use of traditional analog and digital phones.
IP Gateway A third-party hardware device or product that connects a legacy PBX to a LAN. An
IP gateway translates or converts TDM or telephony circuit-switched protocols to
packet switched protocols that can be used on a VoIP-based network.
The Exchange Unified Messaging representation of any SIP peer with which it can
communicate using VoIP protocols. It may represent a device that interfaces with
a legacy PBX, or an IP PBX, or Microsoft Office Communications Server.
Matched Name Selection
Method
The mechanism used to help a caller differentiate between users with names that
match the touchtone or speech input.
Message Waiting
Indicator
A signal that indicates the presence of one or more unread voice messages. For
voice mail systems, this is often a lamp on the phone or a stutter dial tone.
Microsoft Exchange
Unified Messaging
Service
A service that implements Unified Messaging capabilities for UM-enabled users.
Missed Call Notification An e-mail message that is sent to a UM-enabled user that indicates that someone
called but did not leave a voice message.
Organization-level
Auto Attendant
(see Auto Attendant)
Outdialing A process in which Unified Messaging (UM) dials or transfers calls. Unified
Messaging generally receives calls, but sometimes dials calls. For example,
outdialing occurs when a Unified Messaging auto attendant transfers a call to a
user's extension, or when a UM-enabled user uses Play on Phone from Outlook.
Outlook Voice Access A series of voice prompts that allows authenticated callers to access their e-mail,
voice mail, calendar, and contact information using a standard analog, digital, or
mobile telephone. Outlook Voice Access also enables authenticated callers to
navigate their personal information in their mailbox, place calls, locate users, and
navigate the system prompts and menus using DTMF, also known as touchtone,
or voice inputs.
Packet-Switched
Networks
Packet switching is a technique that divides a data message into smaller units
called packets. Packets are sent to their destination by the best route available,
and then they are reassembled at the receiving end.
In packet-switched networks such as the Internet, packets are routed to their
destination through the most expedient route, but not all packets traveling
between two hosts travel the same route, even those from a single message. This
almost guarantees that the packets will arrive at different times and out of order.
In a packet-switched network, packets (messages or fragments of messages) are
individually routed between nodes over data links that may be shared by other
nodes. With packet switching, unlike circuit switching, multiple connections to
nodes on the network share the available bandwidth.
Personal (see Call Answering Rules)
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Auto Attendant
Play On Phone A Unified Messaging feature that users can use to play their voice messages or
play and record personalized voice mail greetings over a telephone.
Private Branch Exchange
(PBX)
A private telephone network in an organization. Individual telephone numbers or
extension numbers are supported, and calls are automatically routed to them.
Users can call each other using extensions, even across distributed locations.
Protected Voice Mail A UM feature that uses information rights management to encrypt the contents of
voice messages and specify the operations permitted on them. Protection can be
caused by caller action (marking the message as private), or by system policy.
Public Switched
Telephone Network
(PSTN)
PSTN is a grouping of the world's public circuit-switched telephone networks. This
grouping resembles the way that the Internet is a grouping of the world's public
IP-based packet-switched networks.
Reverse Number Lookup
(RNL)
A method used to try to locate the name of a person, from a directory or other
information store, based on a telephone number.
RTAudio Codec An advanced speech codec that is designed for real-time two-way VoIP
applications such as gaming, audio conferencing, and wireless applications over
IP. RTAudio is the preferred Microsoft audio codec and is the default codec for
Microsoft Unified Communications platforms.
SIP Notification A SIP notification is a SIP message sent from one SIP peer to another to advise it
of a change.
SIP Peer A SIP-enabled device that provides telephony communications between an IP
gateway or SIP-enabled IP PBX and a Unified Messaging server.
Star Out An action a caller can perform when they are dialed in to a Unified Messaging
auto attendant but they want to be able to get to Outlook Voice Access to get
their e-mail and voice mail. To do this, they press the star key while the auto
attendant prompts are being played.
Subscriber Access
Number
A number that is configured in a PBX and on a UM dial plan that allows users to
access their Exchange mailbox using Outlook Voice Access. In some cases, this
may be configured to be the same number as the pilot number (also called a pilot
identifier) on the PBX or IP PBX and the UM hunt group.
System Prompt A short audio recording, installed on the Unified Messaging server, which is
played to callers by the server. System prompts are used to welcome callers and
to inform them of their options when they use the Unified Messaging system.
Telephone User Interface
(TUI)
An interface that is used to navigate the menus of a Unified Messaging system
using DTMF, also known touchtone, inputs.
Text-To-Speech (TTS) Technologies for translating or converting typewritten text into speech.
UM Worker Process
Manager
A component that handles the creation and monitoring of all the UM worker
processes that are created.
Unified Messaging An application that consolidates a user’s voice mail and e-mail into one mailbox,
so that the user only needs to check a single location for messages, regardless of
type. The e-mail server is used as the platform for all types of messages, making it
unnecessary to maintain separate voice mail and e-mail infrastructures.
Unified Messaging Server
Role
A set of components and services that enable voice and e-mail messages to be
stored in a user’s single mailbox. Users can also access their Exchange mailbox
from a telephone or a computer. The UM server role is included in
Exchange Server 2007/2010. For an explanation of the UM architecture for
Exchange 2013, see Voice Architecture Changes.
Voice Mail A system that records and stores telephone messages in a user mailbox.
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Voice Mail Preview A feature that provides text, transcribed from the audio recording, on a voice
message when it is delivered.
Voice Over IP (VoIP) The practice of using an IP data network to transmit voice calls.
VoIP Gateway A computer device that converts between circuit-switched telephony protocols
and VoIP protocols.
Voice User Interface (VUI) An interface that is used to navigate the menus of a Unified Messaging system
using speech inputs.