1.

Planning initiation
 Statement of Work
 Proposed timeline
 Business Needs addressed
 Definition of internal and external people required and team(s) makeup
 What the project outcome will attain?
 Estimated cost of the project? Minimum 69MEU
 Risk Assessment
 Need to gather and define business requirements.
 ROI and TCO, whether recurring basis, year to year cost

2. Assigning priority P0 (must have), P1 (should have) and P2 (nice to have) to requirements.
 P0: Retire Legacy Branch eXchange (PBX) in all locations. Requires planning and to roll out pilot
 P0: Allow for availability and status of employees visible to others at a glance in often used applications.
 P0: Make use of presence ability to manage communication type with users. Standard feature of server,
client and configuration and features of integration with Exchange / MS Outlook.
 P1: Presence enabled in-house developed line of business applications.
 P0: Enable use of collaboration tools (whiteboard, desktop sharing, Instant Messaging (IM). Feature
enabled with conferencing and client software.
 P0: Team meetings for small (2-50) to medium (50-1000 attendees. As long as scale requirements are
considered this will be the native part of conferencing features.
 P1: Rich media for presentations and desktop sharing for meetings. A/V conferencing can be installed and
is available by default. Need to be studied in test for realistic time expectations.
 P2: Larger meetings for instance a company meeting or with shareholders.
 P0: Voice Over Internet Protocol (VOIP) inter-site and intra-site. Using voice enabled devices, interoffice
communication is attained.
 P1: Advanced voice mail system allowing for access from many places and many devices. Attainable goal
assuming that the integration with Exchange is done (to handle additional loads).
 P0; Remote access for employees at home and on the road. Using external access controls (Edge servers),
enabled employees will be able to access the system remotely.
 P2: Cell phone access enhancements. Full feature and functionality is potentially dependent on the PBX
retirement. Access such as IM is available with proper software on phone.
 P0: Administrative assistants able to answer calls for assigned staff and management. Addition of
Attendant Console will allow for this.
 P1: Administrative assistants able to take messages and forward directly to voice mail. Addition of
Attendant Console will allow for this.
 P0: Employees able to manage own phone forwarding and location options.
 P2: Ability to staff a call center using in house technology rather than outsourcing to a third party. The
Response Server feature can automatically act as a call distribution system; full function is dependent on
the PBX goals.
 P0: IM, desktop sharing and presentation with federated partners. This ability is attainable with perimeter
access Edge servers and agreements/ configuration with partners who use MS Office Communications
server or MS Office Live communication Server 2005 SP1 or above.
  P1: IM with customers not using OCS: It is attainable using Public IM Connectivity (PIC) feature with Access
Edge Servers; the customers should have to use Yahoo, AOL or MSN Instant Messenger software;
additional licensing and costs apply to this requirement.
 P0: A/V conferences, presentations with partners and customers. Attainable goal with the caveat that A/V
is a much higher consumer of bandwidth; presentations using web conferencing are available with Edge
servers in perimeter.
 P0: Ability to better communicate with suppliers to more easily collaborate and ease workflow
bottlenecks. Federation goals are the pre-requisite for attaining this goal; the supplier would need Office
Communications Server to make best use of the requirement.

3. Mapping of the Business requirement to the technical element:

1. Server Management and administration:
a. Builds and deploy servers; manages and maintains in production
b. Responsible for defining the proper hardware to support a given functional requirement.
c. Includes Exchange and SQL management in this group, with appropriate representation.
2. Infrastructure and Internet network engineering:
a. Responsible for day-to-day management and maintenance of all networking and network
infrastructure.
b. Includes perimeter networks firewall configuration and design, routers and switches.
3. Desktop deployment:
a. Does the desktop deployment and defines standard on new clients to be installed
4. Telephony:
a. Responsible for managing, configuring and maintaining the PBX, phone trunks and data carrying
infrastructure provided from the phone company.
b. Responsible for managing and deploying desktop phones and telephony devices for employees.
5. Training:
a. Responsible for internal training of employees for the majority of needs.
b. Development of knowledge base, training materials et al.
6. Information security:
a. Responsible for security of the data at rest and in motion.
b. Strong authentication and encryption between servers and between clients.
c. Internal public key infrastructure (PKI). Required for all certificates in the environment, public
certificates must be used on external (public facing) edges of all infrastructure and servers.

4. Planning and deployment

 Evaluating the Solution Requirements:
o Determine what, precisely, you want Office Communications Server to do for your organization.
 Designing the Solution:
o Determine which supported topology best meets the needs of organization, what Office
Communications Server components need to deploy, and the sequence in which we should
deploy them.
o This includes starting with a high-level topology design and assessing the components required to
implement specific features and functionality, as well as capacity planning. The Planning Tool in
Office Communications Server 2007 R2 can facilitate much of the design process.
 Determining the Infrastructure Requirements:
State Treasure IT Services Common Unified Communications services

o Determine the network and other infrastructure requirements for deploying Office
Communications Server 2007 R2, including requirements for Active Directory Domain Services
(AD DS), Domain Name System (DNS), certificates, ports, Internet Information Services (IIS),
storage, accounts and permissions, and Quality of Service (QoS), as well as how to provide the
performance, availability, and fault tolerance required.
 Planning for Internal Deployment of Office Communications Server 2007 R2:
o Determine the requirements for deploying Office Communications Server 2007 R2 in your
organization, including deployment of all server roles required for instant messaging (IM) and
conferencing, as well as additional features and functionality your organization wants to support,
such as Group Chat, monitoring, archiving, and administration tools.
o This includes determining the technical prerequisites, the accounts and permissions required,
and the deployment process for internal components. Deployment of internal support is required
prior to deployment of external user access, voice, or mobile access.
 Planning for External User Access:
o If your organization wants to support external user access, including remote user access, access
by federated partners, and public IM connectivity, determine the requirements for deploying
external user access, including the external features and functionality your organization wants to
support.
o This includes determining the technical prerequisites, the accounts and permissions required,
and the deployment process for external user access. Deployment of support for external user
access is required for deployment of voice or mobile access.
 Planning for Voice:
o If your organization wants to deploy Enterprise Voice, determine the requirements for deploying
it, including the specific voice features and functionality your organization wants to support.
o This includes determining the technical prerequisites, the accounts and permissions required,
and the Enterprise Voice deployment process for voice. Deployment of voice is required for
deployment of most mobile access support.
 Planning for Mobile Access:
o If your organization wants to support user access from mobile phones, including the use of IM
and presence, as well as additional telephony support, determine the requirements for deploying
it, including the specific voice features and functionality your organization wants to support.
o This includes determining the technical prerequisites, the accounts and permissions required,
and the deployment process for mobile access.

5. Planning tool:

The Planning Tool is a wizard that includes a series of questions that are divided into three main sections:

 Features section:
o This section of the wizard asks a series of questions that introduce the features for Office
Communications Server 2007 R2 and enable you to specify which of these features your
organization requires.
 Central Sites section:
o This section of the wizard starts with a list that shows the available features in Office
Communications Server 2007 R2.
o The list also indicates which ones are to be included in the topology to be created.

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o This section of the wizard also allows you to customize the solution for each of your sites by
choosing the features you require at each central site, which is a site in your organization where
Office Communications Server 2007 R2 is to be deployed.
o In this section, you also specify the site name and fully qualified domain name (FQDN), as well as
the number of users who are enabled for unified communications.
 Capacity Planning section:
o The questions in this section focus on capacity planning and ask you a series of questions about
how you expect the users in your organization to use these features.
o If you plan to have multiple central sites, you must specify the information for each of those
sites—after you complete the questions about the first central site, the wizard provides you with
the opportunity to add more sites.
o After you answer the questions in the Capacity Planning section, the wizard dynamically draws
your topologies of each of your sites and lists the types and amount of server components you
need.

What Planning tool can offer additionally?

 You can use the Planning Tool to add, edit, and delete sites to update your planning.
 You can also export your topologies to the Microsoft Office Visio drawing and diagramming software and
make updates to your topologies and export the component information, including hardware
requirements, for the sites to the Microsoft Office Excel spreadsheet software.
 The Planning Tool enables you to save your designs, so you can display and change them in the tool in the
future.
 You should run the tool early in your planning process to understand the types of questions you need to
answer, as well as how you can use the results.
 You can run it as often as appropriate to update your plans so that they reflect your planning decisions.

6. Performing Gap Analysis

 To review in detail what the project is required to deliver.
 The current plan of action.
 T sign off on some key result areas (including and not all):
o Retire the legacy PBXs and replace those with VoIP.
o Implement collaboration offered through Web Conferencing with federated business partner.
o Give workers multiple ways to communicate when travelling or when otherwise away from
office.
 Tip: A less costly and less disruptive approach is to upgrade the existing PBX to IP PBX and integrate it with
OCS 2007 R2 by using Direct SIP.

7. Architectural design of the Solution

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Role Scenario Purpose

Front-End Server Instant messaging A registration, presence, IM, and conferencing server that
(Standard Edition) (IM)/presence, hosts the user database, IM Conferencing service, Address
conferencing, voice Book service, Telephony Conferencing service, and Unified
Communications Application Server.

Enterprise Edition Front IM/presence, High availability: Typical enterprise deployment; all core server
End: Consolidated conferencing, voice functions except storage.

Enterprise Edition Back IM/presence, Hosts the Microsoft SQL Server® back-end database, which
End Conferencing, Voice provides user information and conference state, including
persistent user data, transient user data, and persistent Office
Communications Server settings to the Front End Server.

Edge Server IM/presence, Resides in the perimeter network and provides connectivity for
conferencing, voice external users and public IM connections.

Mediation Server Voice Mediates signaling and media between Office Communications
Server Directors or Front End Servers and a media gateway.

Archiving Server IM/Presence, Within the internal network, captures all IM conversations and
Conferencing group conferences and stores them in a SQL Server database.
With Office Communications Server 2007 R2, the Archiving
Server role is separated from CDR collection, which is included

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Role Scenario Purpose

in the new Monitoring server role.

Communicator Web IM/presence, Extends real-time presence and instant messaging to Web-
Access conferencing based clients, insufficiently privileged Windows operating
system platforms, and non-Windows platforms that use
Asynchronous JavaScript and XML (AJAX). In Office
Communications Server 2007 R2, conference calling and
desktop sharing are available through Communicator Web
Access.

Monitoring Server Conferencing, voice Within the internal network, collects CDR and quality of QoE
information.

Director IM/presence, Within the internal network, authenticates external users and
conferencing, voice routes traffic between Edge Servers and the internal Office
Communications Server deployment.

Group Chat Server Persistent Group Chat Instantiates, manages permissions for, and maintains the state
of chat rooms.

Microsoft or third party components

Component Scenario Purpose

Active Directory® IM/presence, Enterprise directory – users and configuration

Domain Services conferencing, voice
(AD DS)

Load balancer IM/presence, Third-party hardware for high availability

conferencing, voice

HTTP reverse proxy IM/presence, Reverse proxy in the perimeter network for access to
conferencing Communicator Web Access, Web conferencing, distribution
group expansion, slide content for external meeting attendees,
and address book download functions

IP-PSTN gateway Voice Third party gateway to connect enterprise IP network with
PSTN or existing IP-PBX

RCC gateway Voice: remote call Third party SIP/CSTA gateway for remote call control
control

Session border Voice: SIP trunking Service providers can choose to deploy a Session Border
Controller Controller or a similar device for SIP or SRTP interoperation.

File share Conferencing: Web Standard Windows file share for storing Web content

Microsoft Exchange Voice mail Voice mail for Enterprise Voice users
Server 2007 with
Service Pack 1 (SP1)

8. Timeline for the overall State Treasure IT Services Office Communications Server 2007 R2 Rollout

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 Date of project kickoff: MM/DD/YYYY

 Requirements complete: MM/DD/YYYY
 Build Out Proof of Concept (POC) Lab: MM/DD/YYYY
 Validation Tests in POC Lab: MM/DD/YYYY
 POC Complete: MM/DD/YYYY
 Functional Spec complete: MM/DD/YYYY
 Preliminary Design for Review: MM/DD/YYYY
 Final Design for Sign off: MM/DD/YYYY
 Prepare for Release to Deployment: MM/DD/YYYY

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9. Flowchart sequence

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10. Storage Considerations: is based on three parameters

 Capacity:
o In Office Communications Server 2007 R2, your total capacity for the Enterprise Edition back-
end database is approximately 10 gigabytes (GB) for a large deployment.
o By traditional standards, a database of this size is not considered to be large.

 Availability:
o The availability of your database can be increased by redundancy.
o Redundancy can mean that you should cluster applications to provide CPU redundancy or
implement a redundant array of independent disks (RAID) solution to provide data redundancy.
 Performance:
o Performance requirements are also unique to each organization. This refers to performance as
it relates to throughput. With regard to storage technology, throughput is measured by how
many reads and writes per second a storage device can perform.

List of Questionnaire to be answered by customer:

Selected Deployment Roles/Scenarios

Infrastructure Questions

Question Answer Comment

Have you run the Office The Office Communications Server

Communications Server 2007 2007 Best Practices Analyzer
Best Practices Analyzer and produces a report with information
submitted the data? about your current Office
Communications Server
environment. For details, see the
Office Communications Server
2007 Best Practices Analyzer on
the Download Center Web site at
http://www.microsoft.com/downlo
ads/details.aspx?
FamilyID=1b90993c-072a-4c84-
b385-
b76d23b2f27c&DisplayLang=en.

Provide an executive view of Only describe the relevant links for

your LAN and WAN topology. Office Communications Server
Include details of any internal 2007 R2 usage.
firewalls or router/switch access
control lists (ACLs) between
subnets, port restrictions.

Is a publicly routable IP address Only required for A/V federation

available in the perimeter with Office Communications Server
network? 2007 and load-balanced scaled
consolidated Edge Server
deployments

How do external users connect Specify hardware and software

to the corporate network (such details of your VPN solution. Also
as VPN or dial-up)? describe whether your users will be

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Question Answer Comment

connected through VPN when

performing voice calls.

Can computer and other devices For Office Communicator Phone

look up SRV and A records in Edition and RoundTable
your SIP URI domain, both configuration.
internally and externally to your
corporate network?

Do you have a Network Time For Office Communicator Phone

Protocol (NTP) Server available Edition.
on your corporate network?

Is it possible to use HTTP For Office Communicator Phone

requests to access certificates Edition.
through the virtual directory on
the CA?

Do you have an A record for For Office Communicator Phone

autodiscover.<SIP URI>? Edition.

General Administration Questions

Question Answer Comment

Do you have the necessary If you don’t have permissions, will

information and permissions to there be any issues in getting them
extend the Active Directory or working with the teams that
schema? do?

What is the estimated lead time Are there any policies or

for obtaining approval for schema conditions that would delay
changes? extending the schema for more
than a week or two?

What is the estimated lead time

for firewall changes?

Does your Office Communications

Server 2007 R2 administrator
have access to telecom
equipment or to someone who
does?

Does your Office Communications

Server 2007 R2 administrator
have access to network
equipment or to someone who
does?

Does your Office Communications

Server 2007 R2 administrator
have Exchange administrator
privileges or access to someone
who does?

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Question Answer Comment

Does your Office Communications

Server administrator have full
administrator privileges to Live
Communications Server/Office
Communications Server or access
to someone who does?

Do you have an automated

provisioning system for users? If
yes, do you anticipate using it for
Office Communications Server
2007 R2?

Pilot User Questions

Question Answer Comment

How many pilot users do you

expect to roll out and when?

What are the versions of Office in Please provide an approximate

use by pilot users (such as Office percentage of each client type in
2000, Office 2003, or Office use
2007)?

Which client operating system

will pilot users be running?

Are pilot users using Microsoft This configuration is not supported

Office Communicator 2005? with Office Communications Server
2007 R2.

Do pilot users have audio One audio device required per

equipment? Office Communicator user

Do pilot users have webcams

installed?

Security Questions

Question Answer Comment

Do you have an internal CA or do

you use a third party CA to issue
X509 certificates for internal
servers?

Do all your internal Office

Communications Server 2007 R2
clients and Office
Communications Server 2007 R2

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Question Answer Comment

servers trust the issuing CA?

Do you need assistance providing

X509 certificates for external
servers?

Do you require client-to-client

encryption for audio and video?

Do you require client-to-server

encryption?

Is there an organization-wide
security policy that prevents the
internal use of IM, VoIP, or both?

Are all the necessary ports open Ports and Protocols in the Office
and in the proper direction? Communications Server 2007 R2
Planning and Architecture
documentation at
http://go.microsoft.com/fwlink/?
LinkID=154083.

Describe server hardening

requirements for servers in the
perimeter network.

Are there any specific antivirus For details about Microsoft

and antispam requirements for Forefront Security for Office
the Office Communications Server Communications Server, see
2007 R2 servers? http://www.microsoft.com/forefro
nt/serversecurity/ocs/features.msp
x.

Change Management and Monitoring Questions

Question Answer Comment

Do you have a change For details about Microsoft

management process which could Operations Framework, see
be applied to Office http://www.microsoft.com/techn
Communications Server 2007 R2 et/solutionaccelerators/cits/mo/
and its components and patches? mof/default.mspx.

Do you have a patch management Consider using the Best Practice

process that could be applied to Analyzer to determine needed
Office Communications Server updates and patches. It is
2007 R2 and its components? available at
http://www.microsoft.com/downl
oads/details.aspx?
FamilyId=1B90993C-072A-4C84-
B385-
B76D23B2F27C&displaylang=en.

Do you have any tools which that

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be used to monitor Office

Communications Server 2007 R2
and its components (for example,
Microsoft System Center
Operations Manager)?

Disaster Recovery Questions

Question Answer Comment

Do you have a backup policy in

place for Windows Server, Active
Directory Domain Services, and
SQL Server?

Do you have a disaster recovery It is important to have a fall-back

plan for the current Office plan for the pilot users.
Communications Server 2007 Remember it is not possible to
environment? If yes, can it be just move them back to Office
extended to cover Office Communications Server 2007.
Communications Server 2007 R2?

Questions for New Installations

Question Answer Comment

Do you plan to deploy Standard

Edition server or Enterprise
Edition consolidated pool?

If deploying a consolidated pool, Only SNAT mode is supported.

do you have a hardware load
balancer? Is it operating in source
network address translation
(SNAT) or destination network
address translation (DNAT) mode?

Do you need assistance from

Microsoft with your deployment?

Is this a pilot in which you might

deploy more users than originally
stated and if so, how many more?

Mediation Server Questions

Question Answer Comment

Will the Mediation Server connect

using direct SIP, SIP trunking, or a
media gateway?

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Question Answer Comment

Which media gateway or IP/PSTN Such as Dialogic TIMG 600DTI

gateway will you deploy? supports 2E1 PRIs. For details, see
the Microsoft Unified
Communications Open
Interoperability Program Web site
at
http://technet.microsoft.com/en-
us/office/bb735838.aspx.

How many media gateways will

you deploy?

How many PRI connections will

you connect to the gateway?

Where (physical location) will you

deploy the gateways?

What kind of telephony solution is Equipment vendor make, model,

your organization currently using software versions for PBX, IP-PBX,
at the location(s) where you will IP/PSTN gateways, gateways, and
deploy the media gateways? telephones

Can the media gateways be

located physically close to the PRI
termination point?

What kind of device is your user’s Desktop device (such as PBX

primary phone? phone, IP phone, computer, and
so on)
Mobile device
Computer plus Softphone

Is the telephony solution

integrated into a voice mail
solution? If yes, how?

Do you provide Direct Inward

Dialing (DID)?

Which Active Directory user

attributes are used for storing
phone numbers and how are they
formatted?

How are telephone numbers To ensure dialing from Outlook

stored in Outlook Contacts for contacts, configure Outlook to
your users? store phone numbers as RFC 3966
(such as +1 [503] 123-4567) for
the US and +45 12345678 for
EMEA

Do you currently have the

telephony solution integrated
with Office Communications
Server 2007? If yes, are you using
RCC or IP/PSTN? Which software

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Question Answer Comment

are you using?

General Telephony Questions

Question Answer Comment

If you have already deployed Describe your configuration or

Office Communications Server include a diagram.
2007 integrated with your
telephony system, which
deployment options are you
currently using ?

Which one of the telephony Based on the site where you want
architectures presented above to integrate Office
describes your current Communications Server 2007 R2
infrastructure best? with the existing telephony
environment.

Describe the common dialing As in 5-digit extension dialing

patterns used by your pilot users. (12345), local calls (9-555-1223),
national calls (9-1-425-555-1234),
international calls (9-011-41-1-
11111111) or similar for your
country. Describe on a per calling
site basis where users are
deployed.

Will pilot users be grouped into For example, x users get just local
different classes of service? and national calls, y users get
unrestricted access. Describe on a
per calling site basis where users
are deployed.

Do you have special telephony

legal requirements, such as E911,
special PSTN routing, and so
forth?

Direct PSTN Questions

Question Answer Comment

What configuration option best

describes your planned Office
Communications Server 2007 R2
voice deployment architecture?

Will you order a new primary

rate interface (PRI) link or use an
existing one for pilot users?

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If you require a new PRI link,

what is the estimated lead time
for ordering and installing this?

What is the DID number range

for the PRI link?

Are you aware that pilot users

will receive new phone numbers
and that outbound calls will
display it?

What are the telephone

numbers of your pilot users?

What is your numbering

scheme?

Do you use any special dial-plans

(configuration, permission)?

Do you have an Attendance

Console or main switchboard for
pilot users to use?

Greenfield Deployment Questions

Question Answer Comment

What configuration option best

describes your planned Office
Communications Server 2007 R2
voice deployment architecture
best?

Do you have a spare PBX that

can be used to set up this
scenario?

What other devices will you Such as FAX machines, ISDN

connect to the PBX? modem, and so on

If replacing an existing PBX,

what devices were previously
connected?

What are the telephone

numbers of your pilot users?

Remote User Access Questions

Question Answer Comment

Which Edge roles or remote For example, federation,

user access features do you audio/video conferencing, and

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want to deploy? Office Communicator with

audio/video.

Do you already have a Director A Director is recommended for all

in place? remote access scenarios in Office
Communications Server 2007 R2

Are you planning on deploying a

consolidated or expanded Edge
configuration?

Are you planning on deploying

an array of Edge servers?

How many concurrent external

users do you expect to have for
Microsoft Office Live Meeting
2007?

How many concurrent external

users do you expect to have for
Office Communicator?

Do you already have an HTTP An HTTP reverse proxy (for

reverse proxy implemented? example, ISA 2004 or ISA 2006) is
required to provide:
Communicator Web Access for
external users
Address book download URL
Distribution group expansion
Microsoft Office Live Meeting
content

Questions for Integrating Office Communications Server with Exchange Unified Messaging

Question Answer Comment

How many users are enabled for

Unified Messaging?

Will the Unified-Messaging- If not, can the Office

enabled users also be part of Communications Server 2007 R2
the pilot group for Office users become enabled for Unified
Communications Server 2007 Messaging?
R2?

List the full configuration of Unified Messaging Server, Unified

Exchange Server 2007 SP1 Messaging Dial Plans, Unified
Unified Messaging. Messaging IP Gateways, Unified
Messaging Hut Groups, Unified
Messaging Mailbox Policies, and
Unified Messaging Auto
Attendants.

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Where is the Exchange Server Physical location and network

2007 SP1 Unified Messaging location. It is necessary to
server role or roles installed? evaluate this due to the network
bandwidth requirements between
Office Communications Server
2007 R2 servers and the Exchange
Server 2007 SP1 Unified
Messaging role.

Which Unified Messaging Microsoft Exchange Server 2007

language packs are you using? Service Pack 1 Unified Messaging
Language Packs at
http://www.microsoft.com/downl
oads/details.aspx?
FamilyID=18426838-7733-4712-
8b98-
d6d1fd8c2310&displaylang=en.

Which media gateways have Vendor, software versions.

you implemented? How many
and in which locations?

Communicator Web Access Questions

Question Answer Comment

Do you have an HTTP reverse An HTTP reverse proxy (for

proxy in place? example, ISA 2004 or ISA 2006) is
required to provide:
Communicator Web Access for
external users

Do you have the correct ports Ports and Protocols in the Office
open for IM and presence? Communications Server 2007 R2
Planning and Architecture
documentation at
http://go.microsoft.com/fwlink/?
LinkID=154083.

Communicator Mobile 3.0 Installation Questions

Question Answer Comment

For your Windows devices, what Microsoft Windows Mobile® 2003

operating system do your Second Edition devices must be
devices currently run? upgraded or a coexistence
scenario must be considered.

For non-Windows phones, what Nokia S Series and Motorola RAZR

make and model will you be 3xx are supported for the Office
using Communications Server 2007 R2
TAP. Refer to UCTAPRDP Tech
Session 8-13-2008 for details.

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Do you currently use the Client The Client Version Filter may need
Version Filter? to be modified to allow Microsoft
Office Communicator Mobile
clients to connect.
This Client Version Filter must be
updated on both Standard Edition
Front End and Enterprise pools, as
well as Edge Server deployments.
For example, enter the following
rule to block clients with versions
less than 358:
CPE “<=” 2.0.358.* Block

Are you aware of the Device Microsoft Device Emulator 3.0 --

Emulator software? Standalone Release at
http://www.microsoft.com/downl
oads/details.aspx?
familyid=A6F6ADAF-12E3-4B2F-
A394-356E2C2FB114
Running Communicator Mobile on
a Virtual Machine on the Office
Communications Server Web site
at
http://communicationsservertea
m.com/archive/2008/09/04/260.a
spx.
Recognize that you may need to
download additional images
depending on the devices you
want to test.

Are you planning to test

Communicator Mobile on Java?

Archiving Questions

Question Answer Comment

Do you have a separate instance

of SQL Server for Office
Communications Server 2007 R2
Archiving Server?

Do you want to archive traffic

from all pilot users or only
some?

Have you considered how to

consume the archived data?

Are there any special legal

requirements? A requirement to
Inform pilot users, or
requirements regarding storage,

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and protection of the archived

data?

Will there be any requirement

for content filtering?

Updating Communicator Clients Questions

Question Answer Comment

Are you planning to use the This will be done via the Client
update feature of Office Version Filter.
Communications Server 2007
R2?

Are you planning to deploy This will be done via the Web
Microsoft Office Communicator service running on the Office
Phone Edition or Microsoft Communications Server 2007 Web
RoundTable? Components Server.

Monitoring Server Questions

Question Answer Comment

Do you have a separate instance

of SQL Server for Office
Communications Server 2007 R2
Monitoring Server?

Do you have tools to read the SQL Server 2005 Reporting

SQL Server data? Services SP2 is recommended.

Will you deploy the Monitoring

Server Operations Server 2007
management pack?

Group Chat Server Questions

Question Answer Comment

Where will you house the SQL Group Chat requires a separate
Server databases to support the installation and instance of SQL
Group Chat Server? Server as an Office
Communications Server
Enterprise pool.

Will your users use both Office Both clients are recommended for
Communicator and the Group the best user experience.
Chat Console?

Have you planned the categories An administrator needs to set up

and chat rooms you will deploy? categories, chat rooms, and

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State Treasure IT Services Common Unified Communications services

permissions prior to use via the

Group Chat Administration Tool.

Which user groups will have An understanding of the

access to chat rooms? organizational structure of chat
users will help in planning for the
implementation of initial chat
rooms and categories. Typically,
each team will have a private
leadership room, an
announcements room, and a team
chat room.

How are Group Chat users Management of membership and

grouped within Active Directory manager permissions should
Domain Services? leverage Active Directory objects
with which users are affiliated,
rather than user objects directly;
this best-practice approach
provides for simplified
management in the long term.

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