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Microsoft Lync Server 2013 : Configuring the Director (part 1) - SRV Records, Web Services FQDN Overrides

9/28/2014 9:03:06 PM

1. Certificate Requirements

The Director role in Lync Server 2013 is much like any other role in that it uses certificates both for communication to other servers and for client services. There are three types of certificates a Lync Server 2013 Director requires, each with slightly different naming requirements. All three purposes and required names are usually combined on a single certificate, but can be broken out separately if required. These are the three types:

Default—The default certificate is used for MTLS communications between servers, and for securing SIP signaling in client communications. The certificate should contain the pool name in the subject field, each Director’s name as a subject alternative name, and any internally supported SIP domains as a subject alternative name in the sip.<SIP Domain> format.

WebServicesInternal—The WebServicesInternal certificate is used to secure communication for internal clients to the web services. This certificate should contain the internal web services FQDN defined in the topology for the pool and any simple URLs such as dialin, meet, lyncdiscover, and admin. This certificate is bound to the internal web services website in IIS.

WebServicesExternal—The WebServicesInternal certificate is used to secure communication for internal clients to the web services. This certificate should contain the external web services FQDN defined in the topology for the pool and any simple URLs such as dialin, meet, lyncdiscover, and admin. This certificate is bound to the external web services website in IIS.

2. SRV Records

The main point of a Director pool from an internal perspective is that it serves as the central point of sign-in and authentication in a deployment. After a Director is installed, clients will not automatically use it, so the SRV records for each SIP domain must be changed to point to the Director pool instead of a Front End pool. After the SRV records have been updated, any new client sign-ins will locate the Director, attempt sign-in, and ultimately be redirected to their primary registrar.

An issue with the architecture of Office Communications Server 2007 was that only a single DNS SRV record was used by clients. If a Director was in use, the SRV record would typically point to it to ensure that users signed in to a Director first and not directly to a Front End pool. On one hand, this provided the administrator with control over where users would initially authenticate to, but on the flip side this represented a single point of failure. If there was an issue with the Director or pool of Directors, no clients would ever be able to sign in. This dilemma was mitigated since Office Communications Server 2007 R2 supported the use of multiple weighted SRV records, although the feature wasn’t actually documented until Lync Server 2010.

As in Lync Server 2010, Lync Server 2013 endpoints will now recognize multiple SRV records for automatic sign-in with different priorities, and if one pool or host is unavailable, they will move on and try the next host. This means organizations can deploy a Director with the lowest-priority SRV record, but also have the automatic sign-in backup be a Front End pool with a higher priority in case the Director pool is unavailable. There is also the potential option to use two Director pools with differing priorities, but using two Director pools in a single location would be necessary for only the most stringent of availability requirements. A more typical use-case would be to have two separate Director pools separated by major geographical boundaries.


Note

When resolving SRV records in DNS, clients will prefer the record with the lowest numerical priority and highest numerical weight. The terminology is a bit deceiving so be sure to always place a Director pool as the lowest priority to ensure that it is used before any other pool with a higher priority.

3. Web Services FQDN Overrides

When a Director pool is created in the Topology Builder, the web services FQDNs are automatically provisioned with an option to override the internal and external FQDNs. When a single Director is deployed, overriding the FQDN is unnecessary, but when multiple Directors are deployed, it might be necessary to change the URLs depending on load-balancing methods.

If a hardware load balancer is being used for the SIP, HTTP, and HTTPS traffic, it is perfectly acceptable to use the pool FQDN suggested by the Topology Builder. This works just fine because all the traffic is destined for the same virtual IP hosted by the load balancer.

As in Lync Server 2010, Lync Server 2013 has the option to use DNS load balancing for SIP traffic, but a hardware load balancer is still necessary for balancing HTTP and HTTPS traffic. This configuration means there is a split in the services, and one FQDN must resolve to the pool for SIP traffic and another FQDN is necessary for the web services traffic. These two FQDNs will resolve to different locations; the pool name will always resolve to Director pool member servers, and the web services FQDN will resolve to a load balancer virtual IP, as shown in Figure 1.

Image

Figure 1. Using a combination of DNS and hardware load balancing for Director traffic.

The web services can also be configured differently for internal and external traffic depending on existing infrastructure. For example, an organization might use a combination of DNS load balancing and a hardware load balancer for all internal pools, so overriding the internal FQDN is required internally. The web services names will resolve to a load balancer VIP internally, and resolve to another load balancer VIP remotely through the reverse proxy.

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