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Microsoft Lync Server 2013 : Persistent Chat Deployment (part 1) - Topology Options and Scaling

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12/4/2014 8:24:27 PM

1. Persistent Chat Overview

Persistent Chat is a Lync server role that enables administrators and/or users to create chat rooms containing persistent conversations based on specific topics and categories. The persistent nature of the messages enables Lync users to view ongoing conversations at their leisure, and also search for information within the chat rooms. The benefits of Persistent Chat become evident when there is a need to share information with multiple people on a specific topic, and that data needs to be available at a later time and be easily searchable. Although this can be accomplished to some degree using other forms of communication, none of these other forms is as effective as Persistent Chat for these specific requirements. Some of the primary uses for Persistent Chat are project communications, group discussions, meetings, and knowledge bases.


Note

Persistent Chat was available as a third-party trusted application with previous versions of Lync, and was known as Group Chat. With Lync Server 2013, Persistent Chat is now being included as part of the Lync topology along with other Lync server roles for the first time. For this reason, along with other important architectural changes, Persistent Chat will likely find more widespread adoption than ever before with Lync Server 2013.


Like several other Lync server roles, Persistent Chat consists of a front-end component as well as a back-end SQL database component. As further detailed in later text, these components can in some cases be collocated with other Lync 2013 server roles depending on the Lync topology and the requirements for Persistent Chat.

2. Persistent Chat Deployment

Since Persistent Chat is now included as part of the Lync topology for the first time, the deployment process is very streamlined compared to that of previous versions. This section provides the details on installation of the Persistent Chat server role into an existing Lync 2013 environment.

Topology Options and Scaling

Several topology options are available with Persistent Chat, and these are dependent on the overall Lync deployment. Similar to the Lync Front End Services, an instance of Persistent Chat is referred to as a pool, even if just a single server is used. As with other Lync server roles, both front-end and back-end components are included in a Persistent Chat pool. The front-end components include the Persistent Chat service and the Compliance service. Back-end databases for Persistent Chat include the Persistent Chat Store and the Persistent Chat Compliance Store.

With a Standard Edition deployment, the Persistent Chat Server role can be collocated with the Front End Server. The single-server deployment can support up to 20,000 users. However, since all Lync services are hosted using a single system with this topology, Persistent Chat performance will be entirely dependent on the resource usage requirements for all Lync services. With an Enterprise Edition deployment, Persistent Chat cannot be collocated with the Lync Front End Services, and therefore dedicated systems are required. However, the Persistent Chat databases can be collocated on the same SQL Server, or even the same SQL instance, as the Lync Back End databases. Hosting the Persistent Chat Stores on a dedicated SQL Server is of course also an option, and is recommended particularly for larger Lync implementations to ensure the best performance.


Note

The requirement to install Persistent Chat on dedicated systems with an Enterprise Edition deployment is better understood when considering the differences in how resiliency is handled between a Persistent Chat pool and a Front End pool. When Enterprise Edition Front End pools are configured for Front End Pool Pairing, the Lync Server Backup Service replicates the databases between the pools for high-availability. In contrast, to achieve high-availability with Persistent Chat a single pool is stretched across two locations, and SQL log shipping is used to replicate database information between SQL systems at the two locations.


Persistent Chat also includes support for multiple-server topologies, with several high-availability and disaster recovery options. Up to eight Persistent Chat Servers can be installed into a single pool, and these servers can be installed across multiple locations for site resiliency. Up to four Persistent Chat Servers in a pool can be active at any time, and each active server can support up to 20,000 concurrent connected endpoints, for a total of 80,000 users. The load is automatically distributed evenly across the active servers, and in the event of a server failure, users are automatically transferred to a remaining active server. When multiple Persistent Chat Servers are used, the file stores and databases are shared among the servers, and the servers freely communicate with each other as needed to form a cohesive Persistent Chat system. The end result is that all chat history is available to any of the servers in the pool, and users connected to different Persistent Chat Servers can freely chat with each other.


Tip

It is not possible to add additional servers to a Persistent Chat pool if the first Persistent Chat Server is collocated with a Standard Edition Front End Server. If there is any question as to whether multiple servers will eventually be needed for Persistent Chat, it is recommended to install the first server as a standalone instance to allow the pool to grow accordingly.


Intra-site high-availability can be achieved with the installation of multiple SQL Servers in a datacenter and using SQL mirroring to replicate the data between them. For cross-site disaster recovery, at least one set of Persistent Chat Front End Servers and dedicated Back End database servers must be installed at each location. SQL log shipping is then used to replicate Persistent Chat database information between the two locations.

Prerequisites

The infrastructure requirements for a Persistent Chat pool are very similar to the requirements for a Front End pool. For example, the Active Directory requirements are identical with one small exception: At least one AD global catalog server must exist in the forest root domain for Persistent Chat to be installed in that forest. Also similar to the Front End pool, a file store must be defined for use with Persistent Chat, which serves as a repository for files that are uploaded using the chat rooms. With a single-server deployment, the file store can be defined as a local file path on the Persistent Chat Server. For multiple server deployments, a UNC path location must be specified. If desired, the same UNC path location can be used as a file store for both the Front End pool and the Persistent Chat pool.

The system requirements for a Persistent Chat Server are summarized here:

• Windows Server 2008 R2 with SP1 and Windows Server 2012 are supported operating system platforms (Standard, Enterprise, or Datacenter Editions).

• .NET Framework 4.5 (included with Windows Server 2012).

• Windows PowerShell 3.0 (included with Windows Server 2012).

• Windows Identity Foundation (included with Windows Server 2012).

• The Message Queuing feature (including Directory Service Integration) included with Windows Server is required if the Persistent Chat Compliance service is enabled.

• Microsoft Visual C++ 11 x64 redistributable (automatically installed from the Lync media if not present when starting the Lync installation).

• One standard SSL certificate is required, from either a third party or an internal certificate authority (no subject alternative names are required).

Hardware guidelines for a Persistent Chat Server are the same as for other Lync Server roles and are summarized here:

• Quad-core 64-bit dual processor (2.0GHz or higher), or dual-core four-way processor (2.0GHz or higher)

• 16GB RAM

• Two 10,000 RPM hard disk drives with at least 72GB of free space, or RAID 1 or RAID 10 volume on a storage area network

• One network adapter, 1Gbps or higher (NIC teaming with a single MAC and single IP address are supported)


Note

Microsoft’s listed hardware guidelines are based on a user pool of 80,000 users, and can therefore be scaled back appropriately as needed.


For the Persistent Chat database server, SQL Server 2008 R2 and SQL Server 2012 are the only supported database platforms. The hardware guidelines for a Persistent Chat database server are the same as for other Lync database servers, and are summarized here:

• Quad-core 64-bit dual processor (2.0GHz or higher) or dual-core four-way processor (2.0GHz or higher)

• 32GB RAM

• Eight or more 10,000 RPM hard disk drives with at least 72GB of free space, or RAID 1 or RAID 10 storage area network with four dedicated LUNs

• One network adapter, 1Gbps or higher (NIC teaming with a single MAC and single IP address are supported)

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