This section outlines the steps for installing the
Standard and Enterprise Editions of Lync Server. The Standard Edition is
generally used for small deployments, whereas the Enterprise
Edition offers significant benefits for redundancy and a scalability.
The largest difference between the Standard Edition and Enterprise
Edition of Lync Server is that the Standard Edition uses SQL Server
Express, previously known as MSDE, whereas the Enterprise Edition uses a
full version of SQL Server 2005 or 2008.
Lync Server Topology Builder
After preparing Active
Directory, the next step is to install the Lync Server Topology Builder.
This tool is new and powerful. With a single tool it enables an
administrator to design and validate a Lync Server topology, and then
publish it to Active Directory. This process greatly simplifies
deployments compared to previous versions of Communications Server.
Installation of the
Topology Builder comes with some prerequisites and requirements. First,
the administrator must be a member of the Domain Admins account in
Active Directory. The right to install the Topology Builder can be
delegated, but only by a user who is a member of both the Domain Admins
and RTCUniversalServerAdmin groups. The other requirements and
prerequisites are outlined in the following list:
64-bit edition of the following:
Net Framework 3.5 SP1 or a later service pack.
Microsoft
Visual C++ 2008 Redistributable x64 9.0.30729.4148. The Deployment
Wizard automatically installs this package if it is not already
installed.
Windows
PowerShell 2.0. This is already installed for Windows 7 and Windows
Server 2008 R2. For Windows Server 2008, it must be downloaded
separately (Microsoft KB968930).
Caution
Note that the previous versions of PowerShell must be uninstalled prior to installing PowerShell 2.0.
Message
Queueing (MSMQ) services. Be sure to also install Directory Services
integration during the “Features” Installation Wizard.
Backward
Compatibility Pack for SQL Server 2005 v. 8.05.2312. Although this is
not technically required to install Topology Builder, it is required to
run the Install-CsDatabase cmdlets. These cmdlets are sometimes called
by Topology Builder, depending on the chosen topology, and this should
also be considered a prerequisite.
This installation package can be found on the installation media in the
\Setup\amd64 directory as SQLServer2005_BC.msi.
After the prerequisites
are installed, the actual installation of the Topology Builder tool can
begin. To install Topology Builder, follow these steps:
1. | Run setup.exe from the installation media. It is located at \setup\amd64\setup.exe.
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2. | If the installer prompts you to install the Microsoft Visual C++ 2008 Redistributable, click yes and follow the Installation Wizard.
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3. | Click Install Topology Builder in the right column menu of the Deployment Wizard.
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4. | After
installation is complete, there is a check mark next to the Install
Topology Builder link, which is grayed out, as shown in Figure 1.
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The Topology Builder
tool functions differ depending on your choice of Standard Edition or
Enterprise Edition deployment. The process is outlined in each
respective section that follows.
Standard Edition Installation
As noted previously,
Lync Server Standard Edition is designed for smaller deployments.
Standard Edition deployments can have only one server per pool and use
SQL Server 2008 Express on the same server as the front end. This
results in limited scalability and no redundancy. For this reason,
Standard Edition is recommended only for small deployments or where high
availability is not a requirement.
The
first step for any Standard Edition deployment is to prepare the server
as a Central Management Store and prepare the database.
1. | From the main Deployment Wizard screen, in the right pane, click Prepare the first Standard Edition Server.
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2. | Click Next at the first screen.
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3. | The
window displays the actions performed to prepare the server as the
first Standard Edition server, including the setup of the Central
Management Store. This process takes a few minutes to complete.
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4. | When it’s done, ensure it completed successfully and then click Finish.
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The next step is to define the topology with Topology Builder.
Topology Builder for Standard Edition Deployments
Lync Server uses the
published topology to process traffic and maintain overall topology
information. To ensure the topology is valid, it is recommended you run
Topology Builder before your initial deployment and publish an updated
topology after each topological change. This example shows a Standard
Edition topology. Remember, if you change the topology later, it should
be republished to ensure consistency.
When you first launch Lync Server Topology Builder, you see a partially blank MMC screen, as shown in Figure 2. Compare that to the detailed result at the end of this example.
To begin using Topology Builder, follow the steps that follow:
1. | In the right side of the Action pane, click New.
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2. | Define the default SIP domain. In many deployments, this is simply your domain name, as shown in Figure 3. In more complex deployments, additional SIP domains might be added by clicking the Add button. When you are done defining SIP domains, click OK.
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3. | The Next window will ask you to define the first site name as shown in Figure 4.
Note
Note that Lync Server sites
have no relationship to Active Directory sites. They are completely
separate and unique to Lync Server.
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4. | The next window prompts the Administrator for the geographic location of the first site. Click Finish to complete the wizard.
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5. | This brings up the Define Front End Pool wizard.
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6. | Define the pool FQDN and select the radio button for Standard Edition, and then click Next as shown in Figure 5.
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7. | Choose the appropriate workloads for your deployment, and then click Next. Choose the proper collocation options and click Next. Choose whether other server roles such as Archiving and Monitoring should be associated with this pool and click Next.
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8. | Define the database to be used by the pool, as shown in Figure 6. For a Standard Edition deployment, the SQL box is grayed out because a local instance of SQL Express is always used. Click Next. Then define the file share to be used by the pool and click Next.
Note
Note that you need to manually
create the share on the front end before progressing past step 8. After
the share is created, Lync Server assigns the appropriate permissions.
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9. | When you are ready, click Next.
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10. | Specify the Web Services URL and click Next. Specify the PSTN Gateway as shown in Figure 7 and click Finish.
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This completes the
initial topology definition. However, there are additional steps to
complete a fully functional topology. The next step is to define
easy-to-remember URLs for common Lync Server functions.
1. | From the main Topology Builder page where Lync Server 2010 is highlighted, expand Simple URLs in the main pane, as shown in Figure 8, and then click Properties in the right pane.
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2. | Enter easy-to-remember URLs, as shown in Figure 9.
Note
The following three examples are all valid for Lync Server simple URLs:
Note that these are the only allowed syntaxes.
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Port information, such as https://dialin.companyabc.com:443,
is invalid. If you choose the first option, the FQDNs need to be
included as SANs on your certificates. If you choose the second or third
option, note that the following virtual directory names are reserved
and cannot be used as part of a simple URL:
ABS
Conf
LocationInformation
RequestHandler
AutoUpdate
cscp
OCSPowerShell
RGSClients
CertProv
GetHealth
ReachWeb
RGSConfig
CollabContent
GroupExpansion
RequestHandlerExt
WebTicket
Publish the Topology
The final step is to publish
the topology to the Central Management Store. In a Standard Edition
deployment, this is the first front end you define. Perform the
following steps to publish your topology:
1. | In the Topology Builder tool, in the top-level menu item in the left pane, select Lync Server, as shown in Figure 10.
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2. | In the right pane, select Publish Topology.
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3. | At the opening screen, click Next.
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4. | Ensure that correct Central Management Store is selected, and then click Next. This starts the publishing process and overwrites any existing topologies.
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5. | The Publish Topology window displays the actions being performed. Ensure it says “Succeeded” at the bottom when it is finished, as shown in Figure 11, and then click Finish.
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Installing the Front End Role
It
is important to note that if you jumped to this section before
completing the previous steps, you need to go back. Preparing the server
for the first Standard Edition server and building a valid topology in
the Topology Builder tool are both prerequisites to installing the Front
End role. This is a different process from Office Communications Server
2007 and 2007 R2, and it involves more steps.
Tip
Administrators new to Lync
Server are advised to review the new features, requirements, and
prequisites before beginning the installation process.
The following prerequisites are required to install the Standard Edition Front End role:
After you’ve completed the
steps outlined previously, the server is ready to install the Front End
role. In the main Lync Server Deployment Wizard screen, click Install or Update Lync Server System from the main pane. Follow the steps that follow to complete the installation process:
1. | Click Run to Install the local configuration store and follow the wizard.
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2. | For Step 2: Setup or Remove Lync Server Components, click Run.
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3. | The next screen shows the actions being performed, as shown in Figure 12. This process takes a few minutes to complete.
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4. | After the task completes, click Finish, and you are brought back to the Deployment Wizard.
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5. | Review Step 3: Request, Install or Assign Certificates and click Run.
This deployment requires a total of four certificates, so you need to
run this step eight times: four times to request certificates and four
times to assign them.
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6. | Because this is a new deployment, choose Create a new certificate.
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7. | At the next screen, choose Default as shown in Figure 13, and then click Request.
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8. | Assuming you are using an internal CA, choose Send the request immediately to an online certificate authority and click Next. This is the default option.
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9. | Select the appropriate CA for your environment from the drop-down list, choose a friendly name and key length, enable Mark the certificate’s private key as exportable as shown in Figure 14, and then click Next.
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10. | Enter your Organization Name and Organizational Unit, and then click Next.
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11. | Select
your country from the drop-down menu, and then enter your
state/province and city/locality. Remember that full names must be
entered, and abbreviations are not considered valid for certificate
requests. When complete, click Next.
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12. | The
Deployment Wizard automatically adds the SANs required based on the
published topology. Unless you have special requirements, select the
option to Skip and then click Next.
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13. | Review the information to ensure it is correct, and then click Next.
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14. | This screen shows the commands executed, as shown in Figure 15.
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15. | Click Next.
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16. | Ensure the Assign this certificate to Lync Server usages box is checked and click Finish. Click Next through the wizard to assign the certificate. Figure 16
shows the actions taking place.
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17. | Ensure the process completes successfully, and then click Finish.
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18. | Click Close to close the wizard.
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19. | After the certificates have been assigned, there is a check mark by step 3 as shown in Figure 17. If there is not a check mark, check your process because you might have skipped a step.
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20. | If
the file store for the pool is located on this system, you need to
reboot before continuing. After the reboot, restart the Deployment
Wizard by launching Setup.exe.
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21. | Click Install or Update Lync Server System, and then click Run for Step 4: Start Services.
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22. | Click Next.
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23. | Ensure all services start, as shown in Figure 18.
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24. | Click Exit to leave the Deployment Wizard.
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The Standard Edition front end is now installed and ready for further configuration using the Lync Server Control Panel.
Note
Note that the client autoconfiguration requirements are still the same.
The following DNS records are required for client autoconfiguration:
SRV record of _sipinternaltls._tcp.<sip_Domain> for port 5061 pointing to the FQDN of your front end pool or Director
Host (A) record of sipinternal.<sip_Domain> pointing to the IP address assigned to your front end pool or Director
Host (A) record of sip.<sip_Domain> pointing to the IP address assigned to your front end pool or Director