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October 2007

Microsoft Office Communications Server 2007

Beta 3 is a step toward truly unified communications
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The Director role is used to route traffic to the proper OCS pool (OCS servers), as well as act as a middleman between the Access Proxy role and the front-end OCS servers. A compromised Access Proxy role can't bring down AD or the OCS front-end servers, because the Director role would take the brunt of any Denial of Service (DoS) attack. Installing the Director role is simple.

OCS 2007 also includes four new roles. These roles are telephony enablement (Mediation Server), on-premise conferencing (Microsoft Office Live Meeting), compliance (Archiving Server), and remote telephony (Edge Server).

Telephony configuration. Telephony is particularly interesting to me because of what my company does, so I've spent quite a bit of time working with OCS's telephony features. Installing and configuring OCS's Mediation Server role is far simpler than installing some of the more traditional (if we can use that word yet) VoIP vendor solutions. Because AD already contains much of the necessary user information, the only areas you need to focus on are call routing and rules. Setting rules can be a bit confusing if you don't have any experience writing regular expressions. Figure 1 shows an example. The Help files are almost nonexistent in OCS Beta 3. However, searching the Web can be useful.

After you've written your rules (and configured your SIP gateway), you can begin testing the OCS softphone (which is the MOC 2007 application) connectivity to the outside world. In my lab, I used an AudioCodes MP-114 device (with a plain old telephone), as well as an SIP trunk to my Cisco CallManager 5 server. If you don't have access to such equipment, you can use MOC, which also functions as a softphone, to make MOC-to-MOC calls as if they were telephony calls. This process effectively eliminates the need for a traditional handset in order to place a phone call. Microsoft recently announced that their handset line is in full production via several manufacturing partners (http://www.microsoft.com/presspass/press/2007/may07/05-13newgenwork phonespr.mspx), which will present some interesting solutions as well.

Something that I found perplexing, at least in the beta version of OCS, is that only one PSTN gateway is allowed per Mediation Server role. Depending on the size of the environment, it's not unreasonable to assume that a company might have one gateway supporting its T1 links and another gateway supporting PSTN, or possibly a split load for redundancy. We can only hope that this deficiency is addressed before release.

On a similar note, although OCS's Exchange 2007 UM tie-in appears to be pretty tight, some of the steps for integrating the two aren't as seamless as you'd expect. For instance, you must run several command-line scripts, as well as stop and start several services, for OCS and Exchange 2007 UM to communicate and interoperate.

Conferencing. For many years now, Microsoft has offered hosted Live Meeting services via the Web. With the introduction of OCS 2007, Microsoft brings that same functionality on-premise. OCS 2007 lets you provide ad-hoc escalation of conferences (e.g., via IM) for internal and federated contacts, as well as scheduled Live Meeting conferences for "trusted" and anonymous contacts. Thus, many of the meeting events that you previously outsourced to Microsoft or other companies (e.g., WebEx) can now be maintained inside your network. In addition, an Outlook plugin lets you use Outlook's familiar scheduling interface to set up conferences.

The Live Meeting role's configuration is straightforward and mostly focused on meeting policies—particularly who is allowed to participate. The Live Meeting user plug-ins are hands-off, requiring only the basic user information (sign-in name, service URL, and credentials), as well as a complete restart of Outlook. OCS 2007's on-premise conferencing services will be a cost-effective, user-friendly solution for companies. Oddly enough, OCS 2007 is becoming available at the same time that Cisco is moving in the other direction— from on-premise (Cisco MeetingPlace) to offpremise (with the acquisition of WebEx). Only time will tell which method end users prefer, or whether both methods will simply coexist.

Compliance. One of the major reasons for implementing an in-house presence solution is to keep confidential company information off the public wire. However, because you can configure OCS for federation and public IM connectivity, this information can be leaked. Although actually preventing users from revealing this type of information is difficult, you can easily record and audit communications that initiated from OCS.

One of the downsides of archiving for many companies is that to implement archiving, you typically need another server, as well as another instance of Microsoft SQL Server. However, installing the archiving service is a straightforward process. The last step in configuration is simply associating the Archiving Server role with a front-end server. Again, stopping and restarting OCS services on the front-end servers is a bit disruptive but is necessary to properly configure the archiving server.

Viewing archived OCS data is no easy feat for a SQL Server novice. The only way I could find to view an archived conversation was through SQL Server Management Studio (SSMS)—and only then because of some documentation that Microsoft provided to me.

A new OCS feature, Call Detail Record (CDR), includes some slick trending and analysis reports that take advantage of Excel 2007's new conditional formatting feature. CDR isn't new to telephony—this feature is crucial to a telephony system's reliability and functionality. In addition to standard CDR information (e.g., missed calls, call duration), OCS's CDR reports provide several key pieces of information, including tracking of:
• application sharing sessions
• A/V sessions
• file transfer sessions
• length of IM sessions
• number of IM sessions
• number of IM messages
• number of IM users
• remote access sessions

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