Overview of Unified Communications
Since the first time a call was
placed to a phone that did not answer, users of communications devices
needed unified communications (UC). However, ask 1,000 IT professionals
what UC means, and you’ll likely get close to that number of answers.
This is due to that fact that unlike Voice over IP (VoIP), where there
is a tangible description of what a technology is or does, UC is s bit
more difficult to qualify. Is it collaboration? Is it the capability to
see someone’s presence? Is it instant messaging? Is it all of these in a
single client? The answer is yes... and no. Without realizing it, as we
attempt to collaborate on a more granular and contextual level, we have
been unifying our communications slowly and steadily for years.
The truth is that UC more
closely defines how humans interact in person. For example, how did you
communicate with someone who was having a conversation on a mobile
phone? Without thinking about it, you updated his presence to busy in a
call. If it wasn’t important, you would probably just wait. However, if
you really needed to communicate with someone, you would most likely
make eye contact, and, if he signaled to you that he could accept
communication from you, you would either use a gesture or speak to him.
This is nearly the same way
you communicate when using a UC solution. Utilizing tools such as
instant messaging, presence, voice, video, and screen sharing, you are
able to interact with others in near real-time, using a familiar
interface to provide the same clues and info you get when you interact
with someone face to face.
Software-Powered Communication
As
computer-processing power has dramatically increased (compare even a
low-end workstation of today to the high-end workstations of less than a
decade ago), the communications industry has realized that
software-powered communication servers allow for dramatic changes in the
way both enterprises and consumers interact with one another.
No matter how you define UC,
the desire to reduce the latency in user-to-user communication should
be a primary goal of any UC strategy. For example, how many times have
you been involved in an email thread that stretched out over days or
weeks due to time zones or some other reason that could have been solved
with a quick, real-time audio conference call?
Enabling users to
communicate in the method that best suits their needs at any particular
moment, while relaying their willingness and availability to
communicate, goes a long way towards reducing the human latency inherent
in attempts at collaboration and communications today.
Brief History of UC
Before Voice over IP
(VoIP), voice calls were sent over a dedicated network. Each call passed
through a dedicated circuit and was switched from one point to the
other, hence the term circuit-switched.
Although this guaranteed a quality connection, it required dedicated
processing power and physical connectivity. For example, the wire that
went from your home telephone to the central office (CO) connected you
to a physical port on the CO telephone switch. The processor of the CO
switch had to constantly monitor each port to determine whether a
particular phone (port) made a request to dial a number or access a
feature, such as call forwarding.
With a telephone connected
to a dedicated network, either the public switched telephone network
(PSTN) or an enterprise class private branch exchange (PBX) network, it
was difficult for outside influences to affect the quality of a
connected call. Although having this separate network held numerous
advantages, most notably quality and reliability, individual PBX or CO
switches used proprietary protocols limiting interoperability and
feature expansion. It also meant, for example, that if you wanted to
access your PBX voicemail box from your email client, you were subject
to the whim of the PBX voicemail vendor’s decision as to what you could
and couldn’t do and what standards were supported.
Using LANs and Packet-Switched Networks
As more and more
communications began using LANs and packet-switched networks (the
Internet is just a huge packet-switched network), the voice networks
were forced to open up and connect to other networks. Unified messaging
was probably the first mainstream attempt at UC. Accessing voicemail
from your email client and unifying your inbox gave users the potential
of true UC. In fact, some traditional phone vendors still consider
unified voice messaging the equivalent to UC. Of course, anyone who has
shared a desktop with a single click, made a call without dialing a
phone number, or created a conference using only the mouse certainly
knows that is not the case.
The
capability to leverage a database of phone numbers to make calls using
the phone was also an early attempt at UC. Anyone who attempted to
deploy this type of integration, even as recently as a decade ago, knows
that it’s not for the faint of heart and was generally implemented only
in narrow cases, such as when a huge database of contacts were dialed
by large calling centers. The average enterprise had neither the
expertise nor the time and money to implement such a system.
VoIP Becomes Mainstream
When VoIP finally became
mainstream, again, the promise of truly UC was presented to the
enterprise community. In theory, now that the voice packets were riding
the same network as the data packets, how difficult could it be to unify
them? A lot harder than it looked.
Although VoIP brought
the capability to easily perform day-to-day administrative tasks such as
moves, adds, and changes, little was done to unify the communications.
Users’ identities were still synched from, and stored outside of, the
VoIP PBX, voicemail systems still use proprietary interfaces, and now
the quality of the voice call was subject to influences outside of the
PBX administrator’s hands. It seemed that, aside from adding complexity
to the building of a communications system, VoIP didn’t add that much
value overall.
As a new technology, most of
the effort in deploying VoIP was put into the actual engineering and the
proper deployment of the technology, not in the leveraging of the
endless possibilities that existed. In addition, VoIP was initially
positioned as a replacement end state for the traditional TDM
infrastructure. Enterprises that saw cost savings over dedicated
point-to-point (T1) links saw value in VoIP-compatible PBXs, but just
replacing the line cord that went into the desktop phone with an
Ethernet patch cord didn’t alter the user experience much.
Users still had to
remember phone numbers, dial a multitude of phone numbers to reach
someone, leave and retrieve voicemail messages using the handset, check
multiple voicemail inboxes, and so on. Communications were unified
simply because they were using a VoIP-based communications system.
To truly unify
communications, begin with a central repository of user attributes at
the core of your strategy. This repository should be easily updated,
secure, and extensible so that as new features are created, the required
attributes can be easily added. If an enterprise has deployed a Windows
server infrastructure, it already has a repository in place: Active
Directory.
Unlike other solutions,
Microsoft’s UC architecture directly uses Active Directory and does not
rely on a separate data feed for synchronization. Unlike previous
versions, Lync Server now utilizes a Central Management Store (CMS) for
all settings and configuration details. This store is replicated to all
servers so that servers are now survivable.
Benefits for Lync Server Users
UC solution begins with the
end-user experience. Lync Server’s newly designed Communicator client
provides a concise, seamless, and logical view to enable users easy
access to all communications modalities.
Contacts
Lync
Server provides many new, yet familiar, ways to interact, learn about,
and communicate with colleagues. The clear view of many data streams
enables the user to choose the proper modality to communicate with
another user.
Users can save time when
locating resources because they can search for others using keywords as
well as names. Even with incomplete information, users can locate and
communicate with others.
Lync Server also leverages
the concept of social networks. Live contact cards, photos, and spoken
names enable users to recognize and discover more about the people in
their social network that matter to them most.
Users can save time and be more
granular when searching, thanks to SharePoint skill search with address
book service web queries (ABS-WQ). By simply placing a mouse over a
contact, the hover card provides a consistent view of vital user data
across all Office products, including Lync Server, enabling users to be
more productive and save time by not switching applications as often.
Users that are part of a large
enterprise might be overwhelmed by team-level or corporatewide changes
by having users’ photos and their spoken name populating the OCS contact
list. In this way, users can become familiar with their evolving social
network. Users can become better corporate citizens by learning how a
new colleague’s name is pronounced prior to meeting or speaking with him
or her. You can now quickly see updates from all your contacts in a
single concise view, called the Activity Feed.
Contact management is
simpler thanks to the unified contact store. Lync Server now utilizes
Exchange 2010 for its contact list, so users save time by not having to
manage contacts in both Lync Server and Exchange. When the Outlook
Social connector is deployed, users can search across their entire
social network, such as Facebook from within Communicator.
Users now have easy access
to the history of their communication with a particular contact,
enabling them to easily determine the context of a conversation and
eliminate the need to catch up on a conversation, for example, when
usually just a simple IM can answer a question. Similarly, when starting
new conversations, a user can easily provide context to a session to
further streamline communications.
Managing Communications
Although there are many ways to
initiate a call to a contact, users that are transitioning to Lync
Server from traditional PBXs will benefit from having an easily
accessible dialpad. In the previous version of OCS, the dialpad existed
but was not easy to find.
Lync Server users
migrating from simple instant messaging and presence on previous
versions of OCS to Enterprise Voice on Lync Server will benefit from
being able to conduct communications using any modality from a familiar,
consistent interface.
When
coupled with exchange unified messaging, users can now have a
simple-to-view visual representation of each voicemail message. Lync
Server users save time by easily managing voicemails within
Communicator.
Panoramic Mode
Lync Server clients can
leverage the panoramic video of roundtable devices, allowing for a more
comfortable face-to-face video experience. This emulates a telepresence
environment that integrates well with commodity desktop hardware.
Activity Feed
Users of common current
social networks (Twitter, LinkedIn, Facebook, and so on) will
immediately recognize and be comfortable with the new activity feed in
the Lync Server Communicator client. With a simple glance, you can
receive updates (notes) and pictures from those in your social network.
Privacy and Presence Enhancements
Executive users benefit most
from the new privacy enhancements in Lync Server. By adding enhanced
privacy to a pool, users added to a contact list appear as offline until
granted permission by the added contact to see their presence updates.
This is valuable, for example, to create ethical walls between
departments or divisions. Even if this setting is applied to a pool,
users can opt out, enabling all others to see their presence.
Audio and Video to MSN PIC Contacts
Although public instant
messaging communication (PIC) has always been a benefit of OCS, Lync
Server takes the PIC story a bit further by enabling one-to-one audio
and video exclusively to PIC contacts that are homed to the MSN service.
This change enables corporate users with a strong MSN presence outside
of work to reduce the need to run a separate client on their corporate
workstation, yet maintain a robust communications experience.
Enterprise Voice Benefits
Perhaps some of the most
tangible, new, and exciting benefits of Lync Server are those related to
the Enterprise Voice set of features. With the new release, Lync Server
competes with the voice features provided by traditional PBXs. In fact,
at VoiceCon 2010, Lync Server won the Voice RFP competition competing
against the major PBX manufacturers.
Mediation Server Role Collocation
In prior versions of OCS, the
Mediation Server was a dedicated role and required a one-one
relationship between the server and the gateway. OCS configuration
enabled only a single, next-hop configuration from the Mediation Server
to the media gateway (PBX, PSTN, and so on). Although certain gateway
manufacturers were able to load-balance calls from
the gateway to OCS, OCS was limited to only the single next hop. In
Lync Server, the mediation role now runs on the Front End Server as a
service. This concept of mediation server collocation provides tangible
benefits from a topology, administrative, and user perspective.
With Lync Server, each Front
End Server can have its own mediation service, enabling pools to route
to gateways instead of the mediation servers. This enables multiple
mediation servers to route to the same gateway or multiple gateways to
route to a single mediation service.
This capability provides
tremendous flexibility to design engineers and enterprises with a large
number of PBX/PSTN trunks at a single site or many smaller sites. In
previous versions of OCS, these scenarios required a mediation server at
each location. In addition to a tangible reduction in servers, this
topology change provides greater resiliency, more flexible routing
choices, and more options for media flow.
Media Bypass
One of original roles of the
mediation server was to transcode between RealTime audio (RTAudio) and
G.711 to integrate with standards-based media gateways and PBXs. With
Lync Server, calls can be sent using G.711 directly to a supported
gateway or PBX. Although low bandwidth signaling (SIP) still traverses
the mediation service role, higher bandwidth media (RTP) flows directly
from a Lync Server endpoint to the GW/PBX, bypassing the Mediation
Server role.
This change provides several benefits, including
- Removes a potential single point of failure that a mediation server introduced
- Reduces the overall server footprint of OCS
- Reduces the number of hops a media stream takes
In addition, in scenarios
where a branch appliance is deployed, calls from PBX users at a branch
to Lync Server users at the same branch, media now remains at the
branch. Prior to Lync Server, an extra mediation server at the branch
was required to enable similar call flow.
Optional Dedicated A/V Conferencing Role
In scenarios that require
heavy conferencing resources, or MCUs, the A/V Conferencing role can be
split off from the Front End Server role. Multiple A/V servers can be
placed in a pool and this A/V pool can be designated as the conferencing
resource for many other pools. This topology offers a distinct
advantage enabling conference-centric enterprises the capability to
provide a highly available conferencing resource to the users, but also
keeping this resource-intensive application isolated from the day-to-day
IM presence and telephony services. Additionally, this enables an
enterprise to virtualize basic telephony services while providing
physical hardware for A/V services.
Site Survivability
For
Lync Server to better compete with other enterprise-grade telephony
platforms, resiliency and survivability needed to be addressed. New,
additional options for Lync Server topology, along with the introduction
of new hardware and server roles, coupled with the support of new DNS
options, provide Lync Server architects the ability to craft deployments
that are highly available and able to survive failures at various
points in the enterprise. This enables Lync Server to continue to
provide vital telephony services to Lync Server users.
Survivable Branch Appliance
With the registrar role moved
to the Front End Servers and possessing its own SQL express database,
pools now have reduced requirements on the back-end SQL database. A
survivable branch appliance (SBA) can be set up for branch users as
their primary registrar with the pool as their backup registrar.
Lync Server branch users
still get their user services from the Front End pool, usually located
in a central datacenter. However, in the event of a pool failure,
because the branch appliance is aware of the branch user registrations,
users at the branch will experience only a loss of user services and
still be able to access the PSTN because routing is running on the SBA.
Unlike some traditional PBX branch scenarios, Lync Server users benefit
from this topology change by not having to re-register to the SBA during
a failure.
Supporting DNS Load Balancing
By supporting DNS load
balancing (DNS-LB), enterprises that deploy Lync Server can benefit
greatly thanks to simplified hardware load-balancing (HLB)
configurations. In enterprise HA deployments, HLB are still required for
certain traffic, notably HTTP and HTTPS. However, because these are the
protocols that are commonly run through load-balanced configurations,
their deployment is simpler than in previous versions when SIP traffic
also passed through HLBs.
Note
The use of DNS-LB allows for
simpler server shutdown through draining. This is a benefit that any
support engineer who has ever had to take a server out of service can
greatly appreciate! In an N+1 scenario, where a subset of the servers in
a pool can support the entire enterprise, it is possible to remove a
server during normal business hours.
With Lync Server, SBAs are
now managed from the CMS database, which provides tremendous savings in
the deployment and management of remote locations. Help desks and ISVs
can prestage a branch appliance prior to shipping to a remote site. Once
onsite, a technician can complete installation. This ease of deployment
can be repeated for an unlimited number of sites, greatly reducing the
workload of domain and enterprise administrators.
Another topology benefit is a new role, known as a branch office server
that can support approximately 1000 users. The new role enables
enterprises the flexibility to standardize their deployments across many
branches of varying sizes, without sacrificing reliability, providing
highly available PSTN connectivity.
In OCS 2007 R2, a common
topology was to have dedicated pools at regional datacenters. With this
new backup registrar capability, these same deployments can provide an
available telephony solution by simply designating an alternative pool
from another datacenter as the backup registrar. This feature is known
as data center resiliency and provides a limited set of features, including PSTN access, to users whose primary datacenter is unavailable.
When datacenters are
connected through low latency (<15ms rtd) WAN links, a single pool
can be spread across multiple datacenters. In this configuration, an
enterprise provides the entire robust set of Lync Server features out of
either datacenter. This configuration is known as metropolitan data center resiliency.
Call Admission Control and DiffServ
Although RTAudio is a
flexible payload codec, many larger enterprises believe that Lync
Server should support call admission control, or CAC, as well. Already a
fixture in many VoIP communications servers, call admission control is
now configurable in Lync Server. With Lync Server, network managers can
control the amount of bandwidth voice and video calls consume on a given
link. By configuring the bandwidth policy service to control a specific
site, calls can be rejected or rerouted to the PSTN when sufficient
bandwidth is not available to complete the call. This ensures quality
audio or video sessions. Enterprises can garner tremendous benefit from
planning their CAC strategy prior to deployment.
Lync Server users benefit
from its capability to leverage the concept of differential services
code points (Diffserv—or DSCP) for audio and video traffic. By
separating port ranges for audio and video, Lync Server enables network
administrators to provide different per-hop behaviors (for example, EF
or expedited forwarding) for these streams. This enables latency
sensitive traffic to route ahead of web or other non-real-time traffic.
Windows 7 and Vista desktops can leverage Windows-based QoS. This
enables them to be provisioned to apply DSCP markings to packets based
exclusively on application and port ranges.
By combining CAC, DSCP,
and Windows-based QoS policies, network administrators can rely on Lync
Server to adhere to the policies they create and deploy on their network
to enable all packets to arrive as required and ensure a quality user
experience.
E911
Primarily developed for
North America, enhanced 911 (E911) allows for additional information to
be presented to the public service answering point (PSAP) that enables
emergency personnel to obtain details about the specific location of an
emergency call. These additional attributes are a building number,
mailstop, cubicle number, or any other specific attribute that can save
precious seconds in an emergency situation.
Because
VoIP is mobile, simply relying on a telephone number is not suitable
for IP communications. The new location information service (LIS) role
in Lync Server enables network identifiers such as switch ports,
subnets, and wireless BSSID information to be matched up with location
information and transmitted to the PSAP when setting up a 911 call. In
addition to regulatory compliance benefits, e911 allows for a safer
telephony environment. With Lync Server’s E911 service, end users trust
that calls made to a 911 service will provide the vital details to
emergency personnel.
Location can be set through
the policy or manually. Visual indication of the current location is
presented directly in the Lync Server client. E911 can also be
configured to enable other onsite users to be automatically conferenced
into an emergency call, enabling corporate first responders to be aware
of 911 calls as they happen, which coordinates with police, fire, and
other emergency services as they arrive.
Malicious Call Trace
When a Lync Server user
receives a call that she deems is harassing or threatening, she can flag
it in the call database. By alerting system administrators of this
fact, they can quickly determine the source of the call and trace it
back to its origin for evaluation by security personnel.
Caller ID Controls
Lync Server allows for a user’s
caller ID to be modified dynamically based on the destination of the
call—internal or external. This enables an enterprise to maintain full
reverse name lookup to the corporate directory for internal calls, but
provide a uniform departmental or location number to be presented when
making external calls. This is used in certain situations such as
outbound call centers, support desks, or any other situation where it is
necessary to block caller ID digits to external parties. This can be
set at a user level or by policy.
Anonymous Agents
Lync Server response group
agents can be placed in anonymous groups. This feature enables help
desk personnel to participate in a response group without providing a
name and number to internal users.
Prior to Lync Server, users
calling a response group saw the agent they were connected to in their
Communicator client and frequently then bypassed the response group on
subsequent calls, defeating the purpose of the group by failing to
leverage the available pool of agents. Lync Server response groups in
anonymous mode are suitable for use in scenarios where the agent’s
number needs to be kept private.
On-Net and Off-Net Voice Routing
For an enterprise
to benefit from a large geographically dispersed voice network with many
PSTN egress points, the capability to route calls through these points
is crucial. However,
when the points are located in different cities or countries, each
point can require different dialing formats, prefixes, or other access
codes. This can add tremendous complexity to a corporate dialing plan.
Fortunately, Lync Server provides central alternative routes and
number-formatting changes to manipulate the dialed number prior to
routing to a PBX or the PSTN.
Media Gateway Certification
Beginning with OCS
2007, Microsoft developed the open interoperability program (OIP) for
PBX and gateway vendors to enable enterprises to determine whether a
particular piece of hardware or software version is certified to work
with OCS. Beginning with Lync Server, audio quality and performance
testing is included in OIP certification. This enables systems engineers
to design a solution that will perform properly for all communication
modalities.