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The audio portion of todays program is available via your

PC speakers/headphones or by dialing:
+1-719-457-6443, passcode: 679799

Session #3
Moving off the PBX?
If, why, when and
how.

Migrating to
Unified Communications
with Microsoft Lync

April 2012

2011 AudioCodes Ltd.


All rights reserved.
AudioCodes Confidential Proprietary

Copyright 2012 AudioCodes, Ltd. All rights reserved. No duplication or re-broadcast without explicit permission.

Housekeeping.
The audio portion of todays program is available via your
PC speakers/headphones or by dialing:
+1-719-457-6443, passcode: 679799

To reduce interrupts and noise, all lines will remain on mute


To pose a question/comment, please use the Q/A menu
A link to the recording of todays presentation and the slide
deck will be sent in a few days via email.
Want early access to the slides?
Follow @AudioCodes on Twitter or LinkedIn

Copyright 2012 AudioCodes, Ltd. All rights reserved. No duplication or re-broadcast without explicit permission.

Great Drawings!
Nine opportunities to win!

8x
$2,000 Vacation Voucher!

To enter the drawing, you must complete the survey to be presented at the end of todays session
(on-demand viewers too!)
Drawing for Vacation Voucher will occur after the last session and be based on all survey
responses collected during the webinar series
Up to eight chances per person to with the Vacation Voucher
Drawing for iPad 2 will be from survey responses for the month & held at the end of each month
One chance per person per month for the iPad drawing
Winners will be notified via email
Only US Legal Residents are eligible
Complete drawing rules can be found at: http://www.audiocodes.com/uc-migration-series

Copyright 2012 AudioCodes, Ltd. All rights reserved. No duplication or re-broadcast without explicit permission.

UC Migration with Microsoft Lync Series

Implementing IM/Presence/Voice & Video


Emergency Services and E911 with UC
Moving off the PBX

SIP Trunking Turning on the Cost Savings


UC Mobility - Taking it on the Road
Branch Office Deployments and Survivability

Call Recording and Compliance with UC


Unified Messaging - Integrating the Desktop

Copyright 2012 AudioCodes, Ltd. All rights reserved. No duplication or re-broadcast without explicit permission.

Todays Presenters

Alan D. Percy
Sr. Director, Marketing NA

Franois van Hemert


Architect
Voice Center of Excellence

Matt McGillen
Solution Architect

Copyright 2012 AudioCodes, Ltd. All rights reserved. No duplication or re-broadcast without explicit permission.

Todays Agenda
Introductions and Housekeeping
Session Overview and Goals
Best Practices - Microsoft

A Customer Experience - Proficient


Migration tools from AudioCodes
Whats Next?

Survey / Feedback
Q/A

Copyright 2012 AudioCodes, Ltd. All rights reserved. No duplication or re-broadcast without explicit permission.

Moving of the PBX / IP-PBX


Enabling Lync for Enterprise Voice
Franois van Hemert, UC Voice Architect
francois.van.hemert@microsoft.com

Session objectives
Enabling Lync Enterprise Voice
How to connect Lync to the PSTN and existing PBX
Common scenarios and recommended architecture
Understand the challenges and discuss possible solution
High level overview of configuration
Lessons learned

Franois van Hemert


About me

Veldhoven, The Netherlands


Working in ICT since 1987
Working on LCS/OCS/Lync since 2007
Microsoft Consultancy Services (MCS) since 2008
Part of the Voice Centre of Excellence

24 Voice architects world wide


Supporting MCS and partners on Lync Voice

What does moving of the PBX mean?

Enabling the end-user for Unified Communications

One integrated communications experience

Telephony as one of the modalities

Offered from the Lync 2010 Infrastructure


Offering well known telephony features
Integrated with conferencing, presence and other modalities
No longer a silo or island
Part of a richer experience
Centrally managed

Starting Point
How (almost) all Lync Voice projects start
Question:
How to connect Lync to the PSTN ?
PSTN

Things to consider & discuss


The numbering plan

+31-20-500 1000 to
+31-20-500 1999

Keep the existing or add new?

Numbering Plan

The Dialing habits

Existing PBX

Copy the existing or .?


Class of Service

No premium
Local, National

No premium
Local, National
International

Class of Service
Duplicate or reconsider?

Other telephony features (call


park, hunt groups, )
Existing Phone Handsets

4 digit Internal extensions


9 for an outside line
3 digits + extension for other locations
..

Dialing Habits

The first important choice to make


Most common scenarios

Connect through the PBX or Directly to the PSTN


Why?
PSTN

Existing
PBX

What we always do
PBX owns number plan
User can keep own number
Internal calling at no cost
Benefit from the existing PBX
infrastructure
Benefit from existing trunk
capacity

Why not?
Lync 2010

PBX Dependencies
Additional PBX cost
Requires PBX configuration
What happens when migration
is done?
Migrating a user = changes in
the PBX

Why?
PSTN

Easy and fast


No additional PBX
investments and configuration

Why not?
Existing
PBX

Lync 2010

New numbers for the end-user


Need additional trunk capacity
Migrating a user = changes at
the Provider

Or even a third scenario?


Where advanced gateways show true value
If you want to:

Avoid depending on the legacy PBX


Maintain number portability
Avoid additional investments in PBX licenses, hard- and software
Facilitate easy user migration between platforms

Consider:

Introducing an intermediate connection layer and


Active directory integration
PSTN

Active Directory
Domain Controller

Lync Qualified
Gateway
Existing
PBX

Lync 2010

How does it work?


PSTN

Active Directory
Domain Controller

Lync Qualified Gateway

Existing PBX

Lync 2010

Yes

No

Routing decisions are dynamic


Routing is based on LDAP answers
Default route is to the PBX
To migrate a user

Default Route

Enable the account for Enterprise Voice


The msRTCSIP-Line attribute will be filled
Delete the number from the PBX

If you Enable a Lync user for Enterprise Voice,


number portability is automatic

Lync Enterprise Voice components


Connection alternatives
Can be co-located on
the Front-End Server

1. ISDN Connection to the PSTN


IP

ISDN

Lync Qualified Gateway

2. SIP Trunk Directly to the PSTN


Front End Server

IP
Mediation Server

Backend Database

PSTN

SBC Session Border Controller

3. Direct SIP to Lync Qualified IP PBX


IP

ISDN

Lync Qualified IP PBX


Monitoring Server

4. ISDN Connection to legacy PBX


IP

Essential to monitor
Quality of Experience

Lync Qualified Gateway

ISDN

ISDN

Legacy

Connecting Directly to the PSTN


1. ISDN Connection to the PSTN
Traditional connection
Location bound, limited scalability and fault resilience
A gateway is required for IP to ISDN conversion

PSTN

ISDN
Lync
Qualified
Gateway

IP / SIP

PSTN
Lync
Qualified
SIP Trunking
provide

Lync Server

Lync
Qualified
SBC

IP / SIP

Lync Server

2. SIP Trunk Directly to the PSTN


Scalable and flexible
Connect over the internet or using a SBC
(Session Border Controller)

Connecting through the PBX


PSTN
IP- PBX
Qualified
For Lync

3. Direct SIP to Lync Qualified IP PBX


The PBX supports IP
The PBX is qualified for Lync (UCOIP)
Connection will be based IP

PSTN
IP / SIP

Non-IP
PBX

ISDN
Lync Server

Lync
Qualified
Gateway

IP / SIP

Lync Server

4. ISDN Connection to legacy PBX


The PBX does not support IP
Connection will be based on ISDN
A gateway is required for IP to ISDN conversion

Qualified Devices
Unified Communications Open Interoperability Program

Qualification program for enterprise telephony services and


infrastructure
Ensures seamless experiences with setup, support, and use
Rigorous and extensive testing by independent third party.
Ensure that vendors provide interoperability in a consistent and
supportable manner
http://technet.microsoft.com/en-us/lync/gg131938
Or search for Lync UCOIP

Numbering formats E.164

ITU-T recommendation (coordinates standards for


telecommunications)
Defines the format of telephone numbers
Maximum of 15 digits, usually with + prefix
Makes numbers globally unique

Example :020-5002144 +31205002144


Country Code

Subscriber Number

National Destination Code


Lync uses E.164 internally
Most PBXs do not! Requires number manipulation
Most Users do not! Requires number normalization

Dialing habits from a user perspective


Normalizing numbers to make life easier

Goal is to:

Accommodate existing dialing habits


Convert to E.164 as soon as possible

Carefully consider every Habit,


Do not rebuild the PBX because you can!
User dials

Remark

Replicate in Lync?

2144

Internal dialing

YES - translate to +31205002144

248 2144

Trunk access code for inter-company dialing

NO - 248 is only PBX related

0205002144

National number

YES - translate to +31205002144

90205002144

Access code for external dialing

NO 9 is PBX specific

Requires number normalization at the Lync clients

Lync 2010 client


Lync 2010 Phone Devices

Dialing habits PBX perspective


Because PBXs dont understand E.164

Goal is to:

Convert numbers from and to the PBX


Enable internal and external dialing
Convert E.164 numbers to a format the PBX understands
Example

Remark

Translate to

+31205002144

Internal number, owned by the PBX

2144

+31401234567

National number, need the PBX outside


access code

9 0401234567

+1408555203

International number, need the PBX outside


access code

9 001 408555203

Requires number manipulation at the Lync PSTN Trunk

Class of Service
Controlling what people can and cannot do
Goal is to:
Grant or deny telephony features to the end-user
Control outbound destinations
Lync implementation:
Use voice policies to enable features
Use PSTN usages to control outbound calling

Requires Lync Voice Policies assigned to the user


Requires Lync PSTN usages assigned to the routes

The Big picture


Normalization, Manipulation and Class of Service
Voice Policies
------------------------------------Features:
Enable call forwarding
Enable call delegation
Enable call transfer
Enable call park
Etc.
PSTN Usage:
Allow Internal
Allow National

Lync Phone Devices

Routes
------------------------------------PSTN usages:
Internal
National
International
Premium

Front End Server

PSTN
Mediation Server

Lync Qualified IP PBX

Backend Database

Trunk Configuration
-----------------------------------Number manipulation:
E.164 -> Internal
E.164 -> National
E.164 -> International

Dial Plans
------------------------------------Normalization rules:
Internal E164
National E.164
International E.164

Monitoring Server

Lessons learned

Technical requirements are no business requirements

It is all about Unified Communications

Always, even if the PBX does not understand

Deploying Lync monitoring

The most important component of your deployment

Use E.164 number formats

Make sure your devices are on the list

Assess the Network!

We are not replacing the PBX

The Open Interoperability Program is important

It is all about the end user, understand what he wants!

To troubleshoot and proactively monitor call quality

When deploying gateways

Work with the gateway vendor for installation and configuration

Resources

Public documentation

Open Interoperability Program

http://technet.microsoft.com/en-us/lync/gg278164.aspx

NextHop: Microsoft Lync Server Documentation Hub

http://technet.microsoft.com/en-us/lync/gg131938.aspx

Phones and Devices Qualified for Microsoft Lync

http://www.microsoft.com/download/en/details.aspx?id=23888

http://blogs.technet.com/b/nexthop/

Lync.com

http://lync.com

Thank You
francois.van.hemert@microsoft.com

Terms

PBX

PSTN

Delivering voice from Lync to enhance or replace the PBX

Qualified for Lync 2010

SIP Connection to a qualified PBX

Enterprise Voice

Communications standard for transmission over the traditional circuits of the public
switched telephone network.

Direct SIP

Connection to a SIP Trunking provider

ISDN Integrated Services Digital Network

Public Switched Telephony Network

SIP Trunk

Private Branch Exchange that serves a particular business or office

Devices & services listed on the UCOIP (Unified Communications Open


Interoperability Program) page

Lync Mediation server

Translates signaling and, in some configurations, media when connecting to a PBX,


the PSTN or a SBC

Lync 2010 +
AudioCodes
Integrating with Existing Phone Systems
Matt McGillen - Perficient

Introduction
Perficient (formerly PointBridge)

National Systems Integrator 15 offices


and 2,000 employees
Microsoft Gold UC Voice and Messaging
Many Dozens of Lync / OCS PBX
integrations

2 Microsoft Lync Master-trained resources


on staff

Lync + PBX Case Study


Large Private Advertising Agency

Needed to upgrade Avaya or buy new phone system

ROI Avaya gave them no new features/functions, Lync


required new handsets but had many more features

Avaya S8500

Single major site

3rd party Audio Conferencing

3rd party Web conferencing

Already had Lync for IM/Presence

Lync + PBX Case Study


Lync Solution

1 AudioCodes Gateway (M1k): SBC / PRI / SBA / Analog

SBC for SIP Trunking (with MPM for transcoding)

PRI during Co-Existence

Analog for 12 Fax Machines (3 FXS modules w/ 4


ports)

SBA for survivability if Lync goes down, phones register


to AudioCodes Gateway

New Polycom CX600 / CX500 handsets

No new Lync Licenses

Designing and Architecting Solutions


Co-Existence and Integration

Designing and Architecting Solutions


Adding SIP Trunking

Designing and Architecting Solutions


Ultimate Replacement

Session #3
Moving off the PBX?
If, why, when and
how.

Migrating to
Unified Communications
with Microsoft Lync

April 2012

2011 AudioCodes Ltd.


All rights reserved.
AudioCodes Confidential Proprietary

Copyright 2012 AudioCodes, Ltd. All rights reserved. No duplication or re-broadcast without explicit permission.

Some Migration Considerations

Business factors that affect the long-term role of the PBX:


Existing contracts and Maintenance costs
Amortization status
New Equipment costs

Survey the PBX usage/applications


Examples: ACD and Park/Hold/Pick-up

Take an inventory of the Non-UC devices/end-points

Fax machines
Overhead paging
Door entries / Harsh Environments
Emergency phones (parking lot, pool, elevator)

Understanding your users

Copyright 2012 AudioCodes, Ltd. All rights reserved. No duplication or re-broadcast without explicit permission.

Planning Your Next Move


Start

High

PBX
Investm
ent?

Low

Yes

Special
Applicati
ons?

No

Integrate Lync
to PBX

Plan long-term for


PBX Retirement

Use Lync to
Replace PBX

Copyright 2012 AudioCodes, Ltd. All rights reserved. No duplication or re-broadcast without explicit permission.

Lync / PBX Integration Architecture

Firewall

Router

Outlook and
Lync Clients

Internet

LAN
LAN

Trunks

AudioCodes
Media Gateway

Lync Phones

PSTN
IP-PBX or
PBX

PBX is
retained and
UC Enabled

Existing
Digital
Phones

Analog Phones
Fax

IP
TDM

Copyright 2012 AudioCodes, Ltd. All rights reserved. No duplication or re-broadcast without explicit permission.

PBX Replacement Architecture

Firewall

Router

Outlook and
Lync Clients

Internet

LAN
LAN

Trunks

PSTN

AudioCodes
Media Gateway

Lync Phones
AudioCodes
FXS
Media Gateway

Analog Phones

POTS and analog


devices integrate
with Lync
via FXS Gateway

Fax

IP
TDM

Copyright 2012 AudioCodes, Ltd. All rights reserved. No duplication or re-broadcast without explicit permission.

Unified Communications Building Blocks from AudioCodes

Features
Office
Communications
Server 2007 R1/R2
(Gateway Type)

MediaPack 1xx

Mediant 800

Basic

Basic

Lync Server 2010


(Gateway Type)
Analog Device

Enhanced

Filed Upgradable Firmware upgrade

Mediant 1000

Mediant 2000

Basic

Basic

Basic-Hybrid

Basic-Hybrid

Enhanced

Enhanced

SBA

SBA

SPS

SPS

Mediant 3000

Mediant 8000

Basic

Basic

Enhanced

Enhanced

Microsoft Exchange
Server 2007 &
2010 (Gateway
Type)

IP Gateway

IP Gateway

IP Gateway

IP Gateway

IP Gateway

IP Gateway

Max PSTN Channels

2/4/8/24

30

120

480

2,016

16,000

FXS/FXO
Up to 24 FXS or 8
FXO ports

Up to:
1 E1/T1
4 BRI ports
12 FXS/FXO

Mix of:
1 - 4 E1/T1
1-20 BRI
4-24 FXS/FXO

1 -16 E1/T1 trunks

Up to
63/84 E1/T1
trunks

Up to 8xOC-3
(STM-1) ports,
Up to 24xT3 (DS3) ports
Up to 252
E1/T1/J1 trunks

Fixed
configuration
gateway

Full Modularity

Fixed configuration
digital gateway

Fixed configuration
digital gateway

Full Modularity

PSTN Interfaces

Modularity

SBC / IP to IP

Fixed configuration
analog gateway

N/A

Copyright 2012 AudioCodes, Ltd.

Full E-SBC
Full E-SBC
Up to 24
Up to 150
concurrent
concurrent
All rights
reserved. No
duplication
Sessions
Sessions

or

IP to IP
Up to 240
concurrent
re-broadcast
Sessions

Full E-SBC
Up to 1000
concurrent
without
explicit
Sessions

B2BUA
Transcoding
Application
permission.

AudioCodes 360 Support


Deploy & Installation

Targeted for MSFT Channels and VSPs


Utilizes the PDI services Framework

Media Gateway
E1/T1/BRI/FXO/FXS

Planning & Design


Planning Assessment
High Level Design
Migration Planning
Detailed Design
Staging plan
Implementation Plan

Design & Planning

Optimization
Period Support
Quality
Analysis

PSTN

Media Gateway

PSTN

Microsoft Unified
Communications

Implementation
Media GWs Configuration &
Deployment
VOIP Deployment and
Acceptance
PSTN and PBX telephony
integration
Installation Services
integration and migration
between current & target voice
infrastructures

Enterprise

Fault
Analysis

Post Sales Support

Project Management

Copyright 2012 AudioCodes, Ltd. All rights reserved. No duplication or re-broadcast without explicit permission.

Our Next Session


SIP Trunking Turning on the Cost Savings
Partners: May 15, 2012
End-Users: May 17, 2012
Discussing the integration and security challenges
Best practices
Review the various deployment architectures
Discuss valuable migration techniques
Review a customer case study
Presenter:
Kam Toor, Senior Program Manager Lead, Microsoft
+ An end-user Case Study

Copyright 2012 AudioCodes, Ltd. All rights reserved. No duplication or re-broadcast without explicit permission.

Survey Time!

8x
$2,000 Vacation Voucher!

We appreciate your feedback!


Please complete the short survey
http://www.surveymonkey.com/s/UCMIGRATION

Copyright 2012 AudioCodes, Ltd. All rights reserved. No duplication or re-broadcast without explicit permission.

Q/A and To Learn More:

Questions: Use the Q/A menu on Live Meeting


More on Lync solutions at: www.audiocodes.com/Lync

Whitepapers
Recorded webinars
Videos
Datasheets/Brochures

Social Media
Twitter @AudioCodes
or @AlanDPercy
LinkedIn
AudioCodes
AudioCodes / Lync Resource Center Group

Copyright 2012 AudioCodes, Ltd. All rights reserved. No duplication or re-broadcast without explicit permission.

Thanks!
Alan D. Percy
Alan.percy@audiocodes.com
Twitter: @AlanDPercy

More on Lync solutions at:


www.audiocodes.com/Lync
2011 AudioCodes Ltd.
All rights reserved.
AudioCodes Confidential Proprietary

Copyright 2012 AudioCodes, Ltd. All rights reserved. No duplication or re-broadcast without explicit permission.

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