Microsoft® Lync ™ Server 2010Conferencing

Byron SpurlockFounder \ Architect - QuadrantechnologiesByrons@Quadrantechnologies.comhttp://Quadrantechnologies.wordpress.com/2011/

Session Objectives

• Understand the Lync Server 2010 collaboration/meeting experience

• Describe the conferencing architecture and new conferencing components

• Understand the key conferencing call flows• Provide insight into the deployment and migration

considerations

2

Agenda

• Design Pillars• Collaboration Experience • Architectural Overview• Experiences – Under the Cover

• Scheduling• Join• Browser based conferencing

• Deployment and Migration Considerations

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Unified Conferencing Design Pillars

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• As a presenter, it’s easy to schedule and start a meeting• Joining a meeting is friction-free and responsive• As an attendee, participation is easy, intuitive, and flexible

SIMPLE “It just makes sense”

• Collaboration works like voice calls• Collaboration works with voice calls• The right meeting tools are in the right place

ESSENTIAL “It increases my productivity”

• Lync 2010 has cross platform support• Lync 2010 has support for IT managed devices• Voice and video just work whenever I participate

RELIABLE “It works all the time”

Collaboration Features

5

Lync Conferencing Before and After

OCS 2007 R2 • Communicator

• Audio Conferencing• Desktop Sharing

• Live Meeting• Audio conferencing• Desktop & Application

Sharing• PowerPoint

Presentations• Whiteboard• Polling, Q&A, etc.

Lync 2010 Server• Lync 2010

• Richer Audio Conferencing• Desktop & Application

Sharing• PowerPoint Presentations• Whiteboard• Polling

• Live Meeting• Available during migration

to 2010• Use for very large

meetings

Unified Client, Rich Conferencing Features

Conference Management• Scheduling via Outlook with admin

support, and via Web*• Join with Lync, Web App, Attendee clients• Lobby support for easy join• Manage permissions and roles

Voice and Video• PSTN Audio on premise with IVR• Audio Partners (ACPs) in O365• Scalable Voice, Video• Device/IP Phone support (on premise)• Response Group, Private Line, Call Park• >90% VoiceCon RFP complete

• Up from 60% in 2007, 78% in 2009

Basics• Presence/discovery integration• Rich IM with federation• Interop with Communicator,

Messenger for AV, IM with public internet connectivity* WL Messenger only with O365

• Ad hoc conference escalation

Content• Desktop sharing• Application sharing• PowerPoint with animations• Whiteboarding• Polling• Navigate ahead/back in slides

and to other content

Meeting types(from Gartner report)

• Reservationless calling• 25 or fewer participants• One-off or Weekly staff, ½ - 2 hrs,

usually with Web attached, intl. participation by company

• Operator assisted • Roll call, polling• 25-100

participants Biweekly/monthly with Web attached

• Managed event, external

• Transcription, high touch, large audiences

• 100+ participants, Quarterly, Web attached

Our target Stay on ACPs

• Features needed for small/med.meetings

• Simple and reliable join• Best in class UX on both

the PSTN and soft client side

85% <10% <5%

Conferencing Architecture

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Conferencing Architecture: Components

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Conferencing Database

Focus

Focus Factory

Join Launcher

Reach Server

Dial-in Conferencing Page

Web Components (IIS)

IM Conferencing Server

Web Conferencing Server

App Sharing Conferencing Server

Audio Video Conferencing Server

Machine Boundary

Process Boundary Conference Attendant Conference Announcement Service

Personal Virtual Assistant

Conferencing ArchitectureConferencing Flow

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Focus

Conferencing Client

CCCP

/SIP

Web Conf Server

IM Conf Server

AV Conf Server

C3P/HTTP

SIMPLE/SIP

(S)RTP

PSOM

Focus Factory

SQL Server®

Backend

Scheduling

Client

CCCP

/SIP

SQL

SQL

Conferencing Server FactoryC3P/

HTTP

1

2

3

4

5

6

7

App Sharing Conf Server

RDP/RTP

Conference Scheduling

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Conference SchedulingDefault Experience – Assigned Conference

• Default conference that meets 80% collaboration needs• Reservationless

• Constant join URL and Public Switched Telephone Network (PSTN) dial-in

• One assigned per user• Pre-defined properties• Managed by user via dial-in conferencing web page

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Property ValueSubject BlankExpiration Never

Admission Policy Open Authenticated

Invitees None

ModalitiesAudio/Video, IM, Data Collab, App Sharing

PSTN Dial-in YesPSTN Users skip lobby Yes

Auto Promote Company Users

Conference SchedulingCustom Role and Lobby Controls

• Create one-off conferences

• Define Access types• Organizer only (locked)

• Invited company users only

• Company users

• Everyone

• Pre-define user roles• Auto promote – who will be presenter automatically

• Organizer only

• People from my company

• Everyone

• Specify presenter Session Initiation Protocol Uniform Resource Identifiers (SIP URIs)

• Define PSTN Dial-in lobby experience

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Conference SchedulingCall Flow

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Focus Factory Conferencing DB

ExchangeConferencing Add-in

SIP SERVICE: GetConferencingCapabilitiesSelect Conferencing Capabilities

Return Conferencing Capabilities

SIP 200OK: PSTN access #, available conferencing servers, etc.

SIP SERVICE: AddConference

Insert Conference

SIP 200OK: Join URL, Dial-in ID

Send Meeting Invitation

Conference Join

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Conference Join: The Join URL

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https://meet.contoso.com/bill/VT9IKTHG

sip:bill@contoso.com;gruu;opaque=app:conf:focus:id:VT9IKTHG

Conference Join: The Join URL

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https://meet.contoso.com/bill/VT9IKTHG

sip:bill@contoso.com;gruu;opaque=app:conf:focus:id:VT9IKTHG

Parse base URL: https://meet.contoso.com

Base URL maps to SIP domain: contoso.com

Parse organizer alias: bill

Parse conference ID: VT9IKTHG

Compose organizer URI: bill@contoso.com

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2

3

4

5

6

Conference JoiningClient Launching Sequence

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Join Launcher

Lync We App Server

OCS.contoso.com169.172.18.8

DNS

Browser

Lync 1. DNS lookup: meet.contoso.com

2. DNS Result: IP=169.172.18.8

A Record:Meet.contoso.com=169.172.18.8OCSFE.contoso.com=169.172.18.8

3. HTTP get Accept: application/vnd.microsoft.ocsmeeting

URL rewrite:https://meet.contoso.com-https://OCS.contoso.com/meet

5a. HTTP response:Conf SIP URI, Conference Key

5b. Launch

6. ReachJoin.aspx Web Join URL: /ReachWeb/Client/WebPages/ReachJoin.aspx

Simple URL Config:https://meet.contoso.com-Sip domain: contoso.com

4. Parse Join URL

Conference JoiningConfiguring the Join URL

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Perimeter Network

Data Center/Internal Network Outside Corporation

Inside Corporation

CS “14” Edge

Reverse Proxy

Office Communicator

Office Communicator

BrowserBrowser

DNS A:Meet.contoso.com ->

207.46.197.32

DNS A:Meet.contoso.com ->

172,19.56.121

Web CertificateSN=ocsfe.contoso.com

SAN=meet.contoso.com

Web CertificateSN=webproxy.contoso.com

SAN=meet.contoso.com

Publish web site:From external to

ocsfe.contoso.com https_443 Simple URL Config:Meet.contoso.com ->

contso.com SIP Domain

Conference JoiningAccess Control with Lobby

Lobby experience from different clients

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Lobby Attendee Presenter

Conferencing Client Experience

• No update on conference state• Not possible to join any

conferencing server

• Get notified about lobby users• Can grant/deny access

(SetUserAccess)• Both single and batch mode

supported

PSTN User Experience

• PSTNLobbyBypass=false, Music on-hold until presenter admits

• PSTNLobbyBypass=true, Music on-hold until first authenticated user joins

• Get voice announcement about lobby users

• DTMF to open lobby

Conference JoiningClient Join Flow with Lobby

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Focus Web Conferencing Server

Conferencing Client

SIP INVITE: C3P AddUser to Focus

SIP 200OK: C3P OK

SIP INFO: Subscribe conferencing state

C3P AddUser

SIP 200OK: C3P OK OnHold

PSOM Connection

SIP NOTIFY: conferencing state, with conferencing server URI

SIP INVITE: C3P AddUser to Web Conferencing Server

SIP 200OK: C3P OK, PSOM connection Info, Auth token

C3P OK, PSOM connection Info, Auth token

Presenter issues SIP INFO: SetUserAccess Granted

Admitted

‘Lobby’

Conferencing from Lync Web App

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CWA 2007 R2 and Lync Web App Comparison

CWA 2007 R2 Lync Web App

Client Join from Web browser for conference calls

Join from Web browser for all meetings

Support for anonymous users Support anonymous users and company users

PSTN Dial-out Audio PSTN Dial-out Audio and PSTN dial-in

• Viewing of desktop sharing sessions

• Desktop sharing from Windows®

• Higher fidelity viewing experience• Windows desktop and application

sharing• Mac and Linux desktop sharing

Server Required dedicated Web servers Co-located with front end servers

Detached setup and management Consolidated setup and management

Heavy middle tier session state Lightweight and scalable middle tier

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PSTN Dial-in

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PSTN Dial-in: Feature Comparison

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Feature Sets OCS 2007 R2 Microsoft Lync Server 2010

Participant Passcode

Leader Passcode (Corp User PIN) (Corp User PIN)

Music on Hold (not apply to corporate user) (not apply to corporate user)

Multiple access numbers with multiple languages and Toll free support

(Global level) (Global and site level)

Entry/Exit Announcement (Tone only) (Tone or Name)

Scheduled Meeting

Reservation-less Meeting

Mute/Un-mute Notification

DTMF in-meeting control x

Announce late participants/Recorded name

x

Operator/Moderator Assisted Conference x x

Reference code (Billing) x x

Listen only (Mute all but me) Partial (Live Meeting Console)

Roll Call Partial (Roster)

Deployment Considerations

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Supported TopologyEE pool with separate AV Conf Server pool

Perimeter Network

Data Center/Internal Network Outside Corporation

Inside Corporation

CS “14” Edge

Reverse Proxy

Office Communicator

Browser

CS “14” A/V Conferencing

Servers

CS “14” Front End Servers

CS “14” BackEnd Servers

• Ideal for:• Large enterprise

• Data center deployment

• Conferencing functionalities• Audio/Video Conference

• Web Conference (slide sharing, application sharing, whiteboard, etc.)

• PSTN dial-in (requires mediation server and PSTN gateway)

• Group IM

• Lync Web App

• Scalability• Up to 80,000 users

• 250 user large conferences28

Supported TopologyEE pool with co-located AV Conf Server pool

Perimeter Network

Data Center/Internal Network Outside Corporation

Inside Corporation

CS “14” Edge

Reverse Proxy

Office Communicator

Browser

CS “14” Front End Servers

CS “14” BackEnd Servers

• Ideal for:• Medium size business

• Regional Deployment

• Conferencing functionalities• Audio/Video Conference

• Web Conference (slide sharing, application sharing, whiteboard, etc.)

• PSTN dial-in (requires mediation server and PSTN gateway)

• Group IM

• Lync Web App

• Scalability• Up to 10,000 users

• 250 user large conferences

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Supported TopologySE pool

Perimeter Network

Data Center/Internal Network Outside Corporation

Inside Corporation

CS “14” Edge

Reverse Proxy

Office Communicator

Browser

CS “14” SE Server

• Ideal for:• Proof of concept

• Large branch office

• Conferencing functionalities• Audio/Video Conference

• Web Conference (slide sharing, application sharing, whiteboard, etc.)

• PSTN dial-in (requires mediation server and PSTN gateway)

• Group IM

• Lync Web App

• Scalability• Up to 5,000 users

• 250 user large conferences

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Migration and Coexistence

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Migration and CoexistenceChallenges

• Microsoft Lync Server 2010 changes the impact Interoperability• Lync 2010 is the only desktop conferencing

• Support for Web based conferencing client (Conference join link moving to https:// based (from meet:// and conf:// )

• New Conferencing access model

• Federated user treated as external

• Tightened role based application sharing

• New lobby functionality

• New Web conferencing server not backward compatible

• New assigned conference with changed simpler conference URL

• Challenges• Existing meeting invite for migrated meetings must still work

• Migrated Meetings must work as before

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Migration and CoexistenceSolution – Existing meeting invite for migrated meetings must still work

Lync Server 2010 server supports live meeting before Lync Server 2010 client upgrade• Design

• Lync Server 2010 front end server contains a Lync Server 2010 compatible web conferencing server

• PSTN dial-in inter-pool transfer

• Admin experience during migration• Migrate existing meetings for migrated user (DBImport/export, or MoveUser)• Optionally move Live Meeting content using Lync Server 2010 ResKit tools

• User experience after migration• Client not updated

• All scheduling functions from OCS 2007 R2 Outlook add-in work• All conferencing URLs in existing invites work

• Client updated• All conferencing URLs in existing invites work• New conferences scheduled generate Lync Server 2010 style invite• Modifying existing conference invites convert invites into Lync Server 2010 style

and resend

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Migration and CoexistenceSolution – Migrated Meetings must work as before

Lync Server 2010 server support compatibility mode• Design –Lync Server 2010 front end server provides compatible

behavior for two types of meetings:• Migrated meetings

• Meetings scheduled on Lync Server 2010 server using previous version clients

• Admin experience during migration• No admin action needed

• User experience after migration• Federated users treated as authenticated user

• Application sharing can be started by anybody in meeting

• No lobby

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Migration and CoexistenceLimitations

• Migrated user gets new assigned PSTN conference ID• Live Meeting content is not moved automatically with

meetings• Existing CWA 2007 R2 server needs to be kept around• Meetings scheduled using Lync 2010 clients on Lync

Server 2010 server will not work after user is moved back to a previous version OCS server

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Video and Bandwidth

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Video – Supported Formats

Display Resolution 1024x768 or higher requiredMemory Windows 7 or Windows Vista: 2 gigabytes (GB) of RAM

Windows XP: 1 GB of RAMVideo Memory 128 MB of Video RAM

DirectX® 9

CIF • Common Interchange

Format• 352x288, 15 fps, 350 kbps• Single Core > 1.5GHz

VGA• Video Graphics Array• 640x480, 25 fps, 700 kbps• Dual Core > 1.9GHz

HD• High Definition • 1280x720(16:9), 25 fps, 1.5

Mbps• Quad Core > 2 GHz

Panorama• Polycom CX5000

RoundTable• 1056x144 (22:3), 15 fps,

350 kbps• Single Core > 2 GHz

VoIP and Video – Bandwidth Requirements

Audio codec Scenarios Audio payload bitrate (Kbps)

RTAudio Wideband Peer-to-peer 29.0RTAudio Narrowband

Peer-to-peer, PSTN

11.8

G.722 Conferencing 64.0G.711 PSTN 64.0Siren Conferencing 16.0

Video codec Resolution Maximum bitrate (Kbps)

Minimum bitrate (Kbps)

RTVideo CIF 250 50RTVideo VGA 600 350RTVideo HD 1500 800RTVideo Panoramic Video 350 50

© 2011 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.

The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after

the date of this presentation.MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

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Audio Conferencing Flow

Focus

PSTN phone

CAS

AV Conf Server

SIP

(S)RTP

Focus Factory

SQL Backend

Scheduling

Client

C3P/

SIP

SQL

SQL

Conferencing Server FactoryC3P/

HTTP

CAA

PVA/GVAC3P/SIP

C3P/SIP

C3P/SIP

1

2

Mediation

Server

5

43C3P/SIP

Via PBX/GW