Lync 2010 High Availability Deep Dive delivered by Byron Spurlock.

1. Microsoft® Lync ™ Server 2010
High Availability
Byron Spurlock
Founder Architect - Quadrantechnologies
Byrons@Quadrantechnologies.com
http://Quadrantechnologies.wordpress.com/2011/

2. Session Objectives and Takeaways
• Webcast Objectives:
– Resiliency Architecture
– Branch Office Resiliency
– Data Center Resiliency

3. Agenda
• High Availability & Resiliency
Architecture
• Branch Office Resiliency
• Data Center Voice Resiliency
• Metropolitan Data Center Resiliency

4. Agenda
• High Availability & Resiliency
Architecture
• Branch Office Resiliency
• Data Center Voice Resiliency
• Metropolitan Data Center Resiliency

5. High Availability User Services
Component
(Presence &
• Registrar Component Conferencing)
– Registration and Routing
Registrar
Component
– Each registrar has its SQL Express DB Registration &
Routing
• User Services Component
– Presence & Conferencing
• Registrar and User Services are
collocated in same physical Front End in the DC
• All user end points register with same registrar
Communicator “14”
CS
IP Phone
• Users are load balanced by Registrars
using a Distributed Hash Algorithm User’s Desktop
• Registrar can be installed in remote locations

6. Resiliency Architecture
• Each user has a “Primary Registrar Pool”.
– Discovers through DNS SRV. Directed to “Primary &
Backup Registrar Pool”
– For Data Center User = Data Center
– For Branch User = Survivable Branch Appliance (SBA)
• Branch Users always register with the SBA Registrar unless it is
unavailable
• Each Registrar Pool can have a “Backup Registrar Pool”
– Backup Registrar Pool = Data Center CS Pool
• Backup Registrar heart-beats Primary Registrar.
– If heart-beat not received within Backup starts accepting
client registrations
– Configurable Failover Interval (default = 120 sec for branch
offices)

7. Resiliency Architecture
Data Center - EE Pool 1
Presence
Conferencing Active Directory
AD & DNS
Registrar
(Registration Bob’s Primary
Alice’s Primary & Routing) Registrar &
Registrar & User User Services:
Services: EE Pool 1
EE Pool 2
Backup
Data Center - EE Pool 2 Branch Office
Registrar
Presence
Conferencing Pool
Active Directory
AD & DNS Registrar
Registrar Joe’s Primary
(Registration Registrar: SBA
& Routing)
Survivable Branch Appliance User Services:
EE Pool 1

8. Resiliency Architecture
• DNS Based Load Balancing for Internal Pools
– All traffic can be DNS Load Balanced except Client –> Server HTTP
– Still require Hardware Load Balancer (HLB) for this traffic –
Windows Network Load Balancing (NLB) not supported for
production
• Draining: Ability to drain a “server” before taking the server down
• Session Dialog Resiliency for Conferencing
– Even if the Front End goes down, User can still participate in a
conference
• Client caches successful connections to Communications Server “14”
– FQDN and IP of SIP Registrar, Media Relay &
Media Relay Authentication Server
– Reconnections are very fast

9. Agenda
• High Availability & Resiliency
Architecture
• Branch Office Resiliency
• Data Center Voice Resiliency
• Metropolitan Data Center Resiliency

10. Branch Resiliency Options Users
No Local
Infrastructure
or gateway only
Data Center 2
Medium Branch - (25-1000 users)
5
WAN
SBA Survivable 50
Branch 0
Appliance(s)
PSTN
Active Directory
10
AD & DNS
00
Large Branch (>1000 users)
Survivable Branch
Server
Circuit
or Standard Edition
Packet Server and Separate
Media Gateway

11. Survivable Branch Appliance (SBA)
CS
Edge “14” WAN SBA
Serve Pool
r
PSTN
Data Center Branch Office

12. Survivable Branch Appliance (SBA)
Components Functionality Go-To Market
• Windows Server® 2008 • SIP Registrar • OEM (Embedded
R2 • Normal/Failover channel)
mode
• Mediation Server • SIP Proxy & Routing • Current partners
engine • Audiocodes
• Registrar • PSTN connectivity • Dialogic
• Voicemail routing • Ferrari
• PSTN Gateway • PSTN re-routing • HP
• Centrally provisioned • NET
• Up to 1000 user
support

13. SBA - Deployment
Active
Directory Add SBA to Move Users
CS“14” Admin (Data Computer the to the SBA.
Center) Topology.
Join to Enable CS Start CS services.
SBA Drop Technician connects Domain & Replication. Finish GW Config
Shipped to to WEB based GUI, complete SBA downloads and test PSTN
Branch with IP Configuration. SW topology & Connectivity with
Software configuratio configuration. temp user
installed n. Request & Assign account.
Certs.

14. SBA - Central Management
Change Normalization Rules CS “14” Central Management
Change Routing Rules Server
CS“14” Admin (Data Change User Policies Store Configuration
Center) Replicate to SBA
Replica
ted
to the
SBA
Branch Office(s)
SBA receives & processes
replication

15. SBA - Support and Service
• SBA supported and serviced by the SBA partner
• Windows Server Updates
– SBA partner can act as the gatekeeper OR
– Customers can deploy updates
• Microsoft Communications Server “14" updates
– SBA partner will test and release product notice on
whether a particular update can be applied on the Partner
SBA
Original equipment OEM Downloads notifies the
manufacturer (OEM) Compatibility Partner addresses
notified about and tests the customer on
issues the issue if any
impending CS Update update update
compatibility
X-5 Biz Date X X+30
Days MSFT Days
Update

16. Features Available with WAN
SBA - User Experience Down
PSTN Inbound and Outbound calls
WAN Up WAN Down
Intra-Site calls, Inter site calls (PSTN
All Features Available Basic Voice Features Rerouting)
Available Hold, Retrieve, Transfer
Authentication, Authorization
Voicemail Deposit (Redirect to ExUM in
Data Center)
Voicemail Retrieve (through PSTN)
Call Forwarding, SimulRing, Boss-
Admin, Team-call
Call Detail Records (CDR)
All 2 Party Intra Site communications
Features Unavailable
Audio Conferencing through PSTN
Inter-site Data (IM, App Sharing, etc.)
Contact Search
Conferencing (IM, Video and Web)
Presence & DND based routing
Modify Presence or Change Call
Forwarding Settings
Contact List
Response Group and Call Park
Resilient CS “14” clients: Communicator, Attendant Console, Communicator Phone Edit

17. SBA - Communications Server “14” Discovery
Branch Office Data Center
1. DNS SRV Query
Active Directory
Response: (Multiple) Director Pool FQDN Active Directory Domain
Services
2. TLS to Director Pool. SIP Register Domain Name Server
Response: 401 Redirect to Cert Provisioning
5. SIP Register
Bob
Response: 301 Redirect CS “14”
Primary: SBA FQDN, Backup: EE Pool Director
FQDN
3.
https;//PoolFQDN/CertSv
6. SIP-TLS* Register IIS - IWA Auth
c
200 OK Get Certificate
(Cert Auth)
Client caches SBA FQDN**
4. Certificate
And IP Address Lync Enterprise Edition
SBA Replication
Pool

18. Branch Client Registration Scenarios
Normal Mode WAN Down SBA Down
User Registers with Branch user: No Users register
SBA change w/Backup registrar in
External: Register to the datacenter
Lync Lync pool Lync
Edge Pool Edge Pool Edge Pool
Serve Serve ” Serve
r r r
Pool
Data Center Data Center Data Center
WA PST WA PSTN WAN PSTN
N N N
SBA SBA SBA

19. Branch Office: Server Connectivity when WAN down
Branch Office Data Center
TLS to cached FQDN and IP
SIP Register SBA
(Cert Auth) Active Directory
Active Directory Domain
Services
200 OK
Bob Domain Name Server
WAN
Lync Director
Branch Office
DHCP* Options
120 Query
DHCP Server or
SBA FQDN CS DHCP on SBA
Alice TLS to SBA FQDN
SBA Lync Enterprise Edition
(new client) SIP Register
(Cert Auth) Pool
200 OK

20. Branch Client Media and Signaling Paths Media
WAN Available Signaling
Intra-Branch Branch PSTN Calls
Signaling/media don’t SBA sends call to the PSTN
traverse WAN No WAN involved
SBA routes the call between
the users
Lync Lync
Edge Pool Edge Pool
Serve Serve
r r
Data Center Data Center
WAN PSTN WAN PSTN
SBA SBA

21. Branch Client Media and Signaling Paths Media
Signaling
Inter-Branch / HQ Branch User
Calls through Edge
Signaling/media traverse Call Routing through SBA
WAN WAN used for Signaling, not
SBA routesCS call to the
the Media
CS
Edge “14” other pool Edge “14”
Serve Pool Serve
r Pool
r
Data Center Data Center
WA PST WA PST
N N N N
SBA SBA

22. Branch Client Media and Signaling Paths Media
Key Failure Scenarios: WAN Down
Signaling
Intra-Branch Calls Inter-Branch/HQ
Two-party Calls
voice/video/IM/App Sharing
SBA Initiates PSTN Rerouting
Audio Conferencing through
Media is over PSTN (Voice
PSTN
Lync
Only)
No Presence or Video Lync
Edge Pool
Conferencing Edge Pool
Serve Serve
r r
Data Center Data Center
WA PSTN WA PSTN
N N
SBA SBA

23. Branch Client Media and Signaling Paths Media
Signaling
External Branch SBA Down
User Clients register w/Backup
Registrar in DC
Remote user has full
functionality (excepting
inbound PSTN)
Lync Lync
through data center pool Edge Pool
Edge Pool
Serve Serve
r r
Data Center Data Center
WA PSTN WAN PSTN
N
SBA SBA

24. Agenda
• High Availability & Resiliency
Architecture
• Branch Office Resiliency
• Data Center Voice Resiliency
• Metropolitan Data Center Resiliency

25. Data Center Voice Resiliency
Failover to Backup Data Center
• Lync pools operate as separate systems.
• Client DNS SRV request discovers one or multiple Lync Pools.
That LyncPool directs client to primary and backup SIP registrar.
• Client connects to Backup if connecting to Primary Registrar Pool
fails.
– Limited feature set available on failover.
– Enable/Disable automatic failover, configurable
failover interval.
– Automatic Failback, configurable failback interval.
• If Primary Data Center cannot be restored:
– Restore Central Management Server in backup
datacenter.
– Restore other services including
Presence, Conferencing
by “moving” users to other Pool.

26. Data Center Voice Resiliency Features Available to Users
Failover to Backup Data Center
In Case of Data Center
Disaster
PSTN Inbound calls (carrier
provided)
PSTN Outbound calls
Lync Backup Lync Intra-Site calls and Inter site calls
Edge Pool Registrar Edge Pool
Serve Serve Hold, Retrieve, Transfer
r r
Authentication, Authorization
WAN 2 Party Intra Site Instant
Messaging (IM) and
WAN Audio/Video (A/V)
Berlin Data Center Singapore Data Center Call Detail Records (CDR)
Call Forwarding, Simultaneous
Ringing, Delegation, Team-call
Failover
Features Unavailable
Join conferences scheduled by
users homed on other pool
Conferencing Auto Attendant (AA) (through
PSTN)
Schedule IM, A/V & Web Conferences
Presence and Do Not Disturb (DND) based
routing
Updating Call Forwarding settings
Response Group Service & Call Park
Voicemail Deposit (Redirect to Exchange UM in

27. Features Available to Users
Data Center Voice Resiliency In Case of Data Center
”Paired SE” Failover Disaster
PSTN Inbound calls (carrier
provided)
PSTN Outbound calls
CS “14” Intra-Site calls and Inter site calls
Edge CS “14”
SE Pool SE Pool Hold, Retrieve, Transfer
Serve
r
Backup Authentication, Authorization
Registrar 2 Party Intra Site Instant
Messaging (IM) and
Audio/Video (A/V)
Data Center Call Detail Records (CDR)
Call Forwarding, Simultaneous
Ringing, Delegation, Team-call
Failover
Features Unavailable
Join conferences scheduled by
users homed on other pool
Conferencing Auto Attendant (AA) (through
PSTN)
Schedule IM, A/V & Web Conferences
Presence and Do Not Disturb (DND) based
routing
Updating Call Forwarding settings
Response Group Service & Call Park
Voicemail Deposit (Redirect to Exchange UM in

28. Data Center Voice Resiliency
Failover to Backup Data Center (Discovery)
Berlin Data Center Backup Lync
Edge Registrar Edge Pool
Serve AD DS & CS “14” Lync Serve Two
r DNS Director Pool Pool r
One
WA
1 2 N Singapore Data Center
3
5
(4 (6)
)

29. Agenda
• High Availability & Resiliency Architecture
• Branch Office Resiliency
• Data Center Voice Resiliency
• Metropolitan Data Center Resiliency

30. Metro Data Center Resiliency (supported post-GA)
Features Available to Users
If One Data Center goes
Down
NY Data Center NJ Data Center PSTN Inbound calls
PSTN Outbound calls
Active Passive
Edge
SQL Low SQL Edge Intra-Site calls and Inter site
Serve Serve
r latenc r
calls
y Hold, Retrieve, Transfer
WAN Authentication, Authorization
FE 1-2 FE 3-4 2 Party Intra Site IM and A/V
Call Detail Records (CDR)
Call Forwarding, SimulRing
Boss-Admin, Team-call
Voice Apps (CAA, Response
Group, Call Park)
Conferencing (IM, A/V and
Web)
Presence and DND based
Features Available
routing
Depending on Exchange UM
Updating Call Forwarding
Deployment
settings
Voicemail Deposit
Voicemail Retrieve

31. Session Objectives and Takeaways
• Webcast Objectives:
– Resiliency Architecture
– Branch Office Resiliency
– Data Center Resiliency

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