Anthony Piltzecker Technical Editor Rand Morimoto former Cyber-Security Adviser to the White House Ron Barrett Mohan Krishnamurthy Rabon Bussey Matt McGillen Adam Gent Paul Summitt Dustin Hannifi n This page intentionally left blank Elsevier, Inc., the author(s), and any person or fi rm involved in the writing, editing, or production (collectively “Makers”) of this book (“the Work”) do not guarantee or warrant the results to be obtained from the Work. There is no guarantee of any kind, expressed or implied, regarding the Work or its contents. The Work is sold AS IS and WITHOUT WARRANTY. You may have other legal rights, which vary from state to state. In no event will Makers be liable to you for damages, including any loss of profi ts, lost savings, or other incidental or consequential damages arising out from the Work or its contents. 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This page intentionally left blank Technical Editor and Lead Author Anthony Piltzecker (CISSP, MCSE, CCNA, CCVP, Check Point CCSA, Citrix CCA), author and technical editor of Syngress Publishing’s MCSE Exam 70-296 Study Guide and DVD Training System, is a Consulting Engineer for Networked Information Systems in Woburn, MA. He also contributed to How to Cheat at Managing Microsoft Operations Manager 2005 (Syngress, ISBN: 1597492515). Tony’s specialties include network security design, Microsoft operating system and applications architecture, as well as Cisco IP Telephony implementations. Tony’s background includes positions as IT Manager for SynQor Inc.; Network Architect for Planning Systems, Inc.; and Senior Networking Consultant with Integrated Information Systems. Along with his various certifi cations, Tony holds a bachelor’s degree in Business Administration. Tony currently resides in Leominster, MA, with his wife, Melanie, and his daughters, Kaitlyn and Noelle. v Contributing Authors Ron Barrett (MCP, CCNA, Citrix CCA) is a technology professional/ author specializing in network infrastructure and emerging technologies. For the past nine years he has worked in various capacities for several major fi nancial fi rms and dot-coms. Ron has also worked as a technical author the last seven years while holding the post of IT director for a fi nancial services fi rm in Manhattan, NY. He also has been a member of CPAmerica for the past four years, holding the posts of vice-chairman and chairman of the Technology Executive Committee. Now turning his attention full-time to writing and technical education, he is currently developing training clips for ClipTraning.com. Ron is the coauthor of the newly released Administrator’s Guide to Microsoft Offi ce Servers 2007 (Sams, 2007). “I would like to thank my wife, Alicia, and my children, Ronald and Emma, for all their support and patience.” Rabon Bussey (MCSE, CCNA, Citrix CCA) is a practice leader for NWN, a Microsoft Gold and a Microsoft Voice Partner headquartered in Waltham, MA. NWN Corporation provides clients with a complete range of networking services and solutions. NWN brings its clients the premier products in the industry, tailored to their specifi c needs and situations. Rabon is a key contributor to the business and practice development. Rabon has more than 20 years’ experience in the industry, and his focus is currently on unifi ed communication. Rabon currently offers strategic consulting to NWN clients based in the Carolinas. He resides in Greensboro, NC, with his wife, Caryn, and three girls. Adam Gent (MCSE: Messaging & Security, MCTS: LCS, Security+) is a technical consultant with Datapulse Ltd. Datapulse is a Nortel Developer Partner specializing in attendant consoles, call billing applications, and value-add applications for Offi ce Communications Server (OCS). Adam works with the company’s Product Group to architect and manage products that relate to OCS. He also works with customers consulting on the deployment of OCS within enterprises. vi Adam holds a bachelor’s degree in computer science from Cardiff University and is a member of the British Computer Society. Dustin Hannifi n (Microsoft MVP – Offi ce SharePoint Server) is a systems administrator with Crowe Chizek and Company LLC. Crowe (www.crowechizek.com) is one of the nation’s leading public accounting and consulting fi rms. Under its core purpose of “Building Value with Values®,” Crowe assists both public and private companies in reaching their goals through services ranging from assurance and fi nancial advisory to performance, risk, and tax consulting. Dustin currently works in Crowe’s Information Services delivery unit, where he plays a key role in maintaining and supporting Crowe’s internal information technology (IT) infrastructure. His expertise resides in various Microsoft products, including Offi ce SharePoint Server, System Center Operations Manager, Active Directory, IIS, and Offi ce Communications Server. Dustin holds a bachelor’s degree from Tennessee Technological University and is a founding member of the Michiana IT Professionals Users Group. He regularly contributes to various blogs and newsgroups. Dustin, a Tennessee native, currently resides in South Bend, IN. Mohan Krishnamurthy Madwachar (MCSE, MCNE) is the GM – Network Security, Almoayed Group, Bahrain. Mohan is a key contributor to Almoayed Group’s Projects Division and plays an important role in the organization’s Network Security initiatives. Mohan comes from a strong networking, security, and training background. His tenure with companies such as Schlumberger Omnes and Secure Network Solutions India adds to his experience and expertise in implementing large and complex network and security projects. Mohan holds leading IT industry standard and vendor certifi cations in systems, networking, and security. He is a member of the IEEE and PMI. Mohan would like to dedicate his contributions to this book to his projects team colleagues: Nogen, Chamikar, Saurabh, Ramkumar, and Sachin. Mohan has coauthored three books: Designing & Building Enterprise DMZs (ISBN: 1597491004), Confi guring Juniper Networks NetScreen & SSG Firewalls (ISBN: 1597491187), and How to Cheat at Securing Linux (ISBN: 1597492078) published by Syngress. He also writes in newspaper columns on various subjects and has contributed to leading content companies as a technical writer and a subject matter expert. vii Matt McGillen (MCSE, MCP+I) is a solution architect with PointBridge. He has more than 10 years of IT consulting experience in government, legal, fi nancial, and healthcare sectors. He is currently focused on designing and developing unifi ed messaging and unifi ed communications solutions for complex business environments. Past projects have included extensive work with Cisco IP Telephony, Cisco Contact Centers, and the entire Microsoft Unifi ed Communications stack. Matt holds a bachelor’s degree from the University of Illinois and resides in Oak Park, IL, with his wife and three children. He blogs about unifi ed communications at https://blogs.pointbridge.com/Blogs/mcgillen_matt/ default.aspx. Rand Morimoto (Ph.D., MCSE, Microsoft MVP) has been in the computer industry for more than 30 years and is an internationally known expert in Windows networking, Microsoft Exchange messaging, Offi ce Communications Server unifi ed communications, and SharePoint collaboration. Dr. Morimoto speaks at more than 50 conferences and conventions around the world and writes several best-selling books each year on Microsoft networking technologies. Rand is currently the president of Convergent Computing, an IT consulting fi rm in the San Francisco Bay Area that he founded more than 20 years ago that has 60+ consultants designing, implementing, and supporting Microsoft technologies for some of the largest organizations in the world. Dr. Morimoto is the former Cyber-Security adviser to the White House and is currently a Regent for St. Mary’s College. He also is a board member for the Chabot Space and Science Center and the Institute of International Education. Paul Summitt (MCSE, CCNA, MCP+I, MCP) holds a master’s degree in mass communication. Paul has served as a network, an Exchange, and a database administrator, as well as a Web and application developer. Paul has written on virtual reality and Web development and has served as technical editor for several books on Microsoft technologies. Paul lives in Columbia, MO, with his life and writing partner, Mary. viii Contents Chapter 1 Unifi ed Communications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 History of Communication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Software Communication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 IP Communication: How It Works and Why It’s Revolutionizing Communication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Switching in the Voice World . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Quality of Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Understanding Presence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 IM and Presence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Presence in Other Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Microsoft and Unifi ed Communications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Exchange 2000 and IM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 LCS 2003. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 LCS 2005. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Secure IM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Public IM Connectivity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Archiving . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Exchange Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 PBX Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Exchange 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Solutions Fast Track . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Frequently Asked Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Chapter 2 Microsoft Offi ce Communications Server 2007 . . . . . . . . . . . . . .25 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 What’s New in OCS 2007? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 New Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 On-Premises Web Conferencing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Group IM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Audio and Video . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Enterprise Voice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Microsoft RoundTable Communications and Archival System . . . . . . . . . 31 Enhanced Presence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Federation Enhancements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 ix