Lync 2010 Conferencing Deep Dive delivered by Byron Spurlock.

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

2. Session Objectives
• Understand the Lync Server 2010 collaboration/meeting
experience
• Describe the conferencing architecture and new
conferencing components
• Understand the key conferencing call flows
• Provide insight into the deployment and migration
considerations
2

3. Agenda
• Design Pillars
• Collaboration Experience
• Architectural Overview
• Experiences – Under the Cover
• Scheduling
• Join
• Browser based conferencing
• Deployment and Migration Considerations
3

4. Unified Conferencing Design Pillars
SIMPLE “It just makes sense”
• As a presenter, it’s easy to schedule and start a meeting
• Joining a meeting is friction-free and responsive
• As an attendee, participation is easy, intuitive, and flexible
ESSENTIAL “It increases my productivity”
• Collaboration works like voice calls
• Collaboration works with voice calls
• The right meeting tools are in the right place
RELIABLE “It works all the time”
• Lync 2010 has cross platform support
• Lync 2010 has support for IT managed devices
• Voice and video just work whenever I participate
4

5. Collaboration Features
5

6. Lync Conferencing Before and After
OCS 2007 R2 Lync 2010 Server
• Communicator • Lync 2010
• Audio Conferencing • Richer Audio
• Desktop Sharing Conferencing
• Live Meeting • Desktop & Application
Sharing
• Audio conferencing
• PowerPoint Presentations
• Desktop & Application
Sharing • Whiteboard
• PowerPoint • Polling
Presentations • Live Meeting
• Whiteboard • Available during migration
• Polling, Q&A, etc. to 2010
• Use for very large
meetings

7. Unified Client, Rich Conferencing Features
Basics Conference Management
• Presence/discovery integration • Scheduling via Outlook with admin
• Rich IM with federation support, and via Web*
• Interop with Communicator,
• Join with Lync, Web App, Attendee
Messenger for AV, IM with public
clients
internet connectivity
* WL Messenger only with O365 • Lobby support for easy join
• Ad hoc conference escalation • Manage permissions and roles
Voice and Video Content
• PSTN Audio on premise with IVR • Desktop sharing
• Audio Partners (ACPs) in O365
• Application sharing
• Scalable Voice, Video
• Device/IP Phone support (on premise)
• PowerPoint with animations
• Response Group, Private Line, Call Park • Whiteboarding
• >90% VoiceCon RFP complete • Polling
• Up from 60% in 2007, 78% in 2009 • Navigate ahead/back in slides
and to other content

8. Meeting types
(from Gartner report)
85% <10% <5%
• Reservationless calling • Operator assisted • Managed
• 25 or fewer participants • Roll call, polling event, external
• One-off or Weekly staff, ½ - 2 • 25-100 • Transcription, high
hrs, usually with Web attached, participants touch, large
intl. participation by company Biweekly/monthly audiences
with Web attached • 100+
participants, Quart
erly, Web attached
Our target Stay on ACPs
• Features needed for
small/med.meetings
• Simple and reliable join
• Best in class UX on both the
PSTN and soft client side

9. Conferencing Architecture
9

10. Conferencing Architecture: Components
Conferencing Database
Web Components (IIS)
Focus
Join Launcher
Focus Factory
Reach Server
Audio Video
Conferencing Server IM Conferencing Server
Dial-in Conferencing
Web Conferencing Page
Server
App Sharing
Personal Virtual Assistant
Machine Boundary Conferencing Server
Conference Announcement
Conference Attendant
Process Boundary Service
10

11. Conferencing Architecture
Conferencing Flow
SQL
SQL
Server®
Backend
5
Conferencing
Server App Sharing
2 SQL
4 C3P/ Factory Conf Server
HTTP
C3P/HTTP
IM Conf
Focus Server
Focus
Factory
6 Web Conf
Server
1 3
CCCP/SIP
CCCP/SIP
AV Conf
Server
(S)RTP
Scheduling Conferencing PSOM
Client Client SIMPLE/SIP 7
RDP/RTP
11

12. Conference Scheduling
12

13. Conference Scheduling
Default Experience – Assigned Conference
• Default conference that meets 80% collaboration needs
• Reservationless
Property Value
• Constant join URL and Public Switched Telephone Network (PSTN) dial-
in Subject Blank
• One assigned per user Expiration Never
• Pre-defined properties Open
Admission Policy
• Managed by user via dial-in conferencing web page Authenticated
Invitees None
Audio/Video, IM,
Modalities Data Collab, App
Sharing
PSTN Dial-in Yes
PSTN Users skip
Yes
lobby
Auto Promote Company Users
13

14. Conference Scheduling
Custom Role and Lobby Controls
• Create one-off conferences
• Define Access types
• Organizer only (locked)
• Invited company users only
• Company users
• Everyone
• Pre-define user roles
• Auto promote – who will be presenter automatically
• Organizer only
• People from my company
• Everyone
• Specify presenter Session Initiation Protocol Uniform Resource Identifiers (SIP
URIs)
• Define PSTN Dial-in lobby experience
14

15. Conference Scheduling
Call Flow
Conferencing Focus Factory Conferencing
Exchange
Add-in DB
SIP SERVICE: GetConferencingCapabilities
Select Conferencing
Capabilities
Return Conferencing
Capabilities
SIP 200OK: PSTN access #, available
conferencing servers, etc.
SIP SERVICE: AddConference
Insert Conference
SIP 200OK: Join URL, Dial-in ID
Send Meeting Invitation
15

16. Conference Join
16

17. Conference Join: The Join URL
https://meet.contoso.com/bill/VT9IKTHG
sip:bill@contoso.com;gruu;opaque=app:conf:focus:id:VT9IKTHG
17

18. Conference Join: The Join URL
https://meet.contoso.com/bill/VT9IKTHG
1
Parse base URL: https://meet.contoso.com
2
Base URL maps to SIP domain: contoso.com
3
Parse organizer alias: bill
4
Compose organizer URI: bill@contoso.com
5
Parse conference ID: VT9IKTHG
6
sip:bill@contoso.com;gruu;opaque=app:conf:focus:id:VT9IKTHG
18

19. Conference Joining
Client Launching Sequence
A Record:
Lync 1. DNS lookup: DNS Meet.contoso.com=169.172.18.8
OCSFE.contoso.com=169.172.18.8
meet.contoso.com
2. DNS Result:
5b. Launch
IP=169.172.18.8
3. HTTP get Accept: application/
vnd.microsoft.ocsmeeting
Browser OCS.contoso.com
169.172.18.8 URL rewrite:
https://meet.contoso.com
5a. HTTP response: 4. Parse Join URL -
Conf SIP URI, Conference Key https://OCS.contoso.com/meet
Simple URL Config:
Join Launcher https://meet.contoso.com
-
Sip domain: contoso.com
6. ReachJoin.aspx Web Join URL:
Lync We App Server
/ReachWeb/Client/
WebPages/ReachJoin.aspx
19

20. Conference Joining
Configuring the Join URL
DNS A: DNS A:
Meet.contoso.com -> Meet.contoso.com ->
207.46.197.32 172,19.56.121
Browser Browser
Web Certificate
Reverse Proxy
SN=webproxy.contoso.com
SAN=meet.contoso.com Web Certificate
SN=ocsfe.contoso.com
Publish web site: SAN=meet.contoso.com
From Office to
external Office
Communicator
ocsfe.contoso.com https_443 Communicator Config:
Simple URL
Meet.contoso.com ->
CS “14” Edge contso.com SIP Domain
Outside Perimeter Data Center/Internal Network
Corporation Network
Inside Corporation
20

21. Conference Joining
Access Control with Lobby
Lobby experience from different clients
Lobby Attendee Presenter
Conferencing Client • No update on conference state • Get notified about lobby users
• Not possible to join any • Can grant/deny access
Experience
conferencing server (SetUserAccess)
• Both single and batch mode
supported
PSTN User • PSTNLobbyBypass=false, Music • Get voice announcement about
on-hold until presenter admits lobby users
Experience
• PSTNLobbyBypass=true, Music • DTMF to open lobby
on-hold until first authenticated
user joins
21

22. Conference Joining
Client Join Flow with Lobby
SIP INVITE: C3P AddUser to Focus
SIP 200OK: C3P OK
SIP INFO: Subscribe conferencing state
‘Lobby’
SIP 200OK: C3P OK OnHold
Presenter issues SIP INFO: SetUserAccess Granted
SIP NOTIFY: conferencing state, with
conferencing server URI
Admitted
SIP INVITE: C3P AddUser to Web
Conferencing Server
C3P AddUser
C3P OK, PSOM connection Info, Auth token
SIP 200OK: C3P OK, PSOM connection
Info, Auth token
PSOM Connection
22

23. Conferencing from
Lync Web App
23

24. CWA 2007 R2 and Lync Web App
Comparison
CWA 2007 R2 Lync Web App
Client Join from Web browser for Join from Web browser for all
conference calls meetings
Support for anonymous users Support anonymous users and
company users
PSTN Dial-out Audio PSTN Dial-out Audio and PSTN dial-in
• Viewing of desktop sharing • Higher fidelity viewing experience
sessions • Windows desktop and application
• Desktop sharing from Windows® sharing
• Mac and Linux desktop sharing
Server Required dedicated Web servers Co-located with front end servers
Detached setup and management Consolidated setup and management
Heavy middle tier session state Lightweight and scalable middle tier
24

25. PSTN Dial-in
25

26. PSTN Dial-in: Feature Comparison
Feature Sets OCS 2007 R2 Microsoft Lync Server 2010
Participant Passcode  
Leader Passcode  (Corp User PIN)  (Corp User PIN)
Music on Hold  (not apply to corporate user)  (not apply to corporate user)
Multiple access numbers with multiple  (Global level)  (Global and site level)
languages and Toll free support
Entry/Exit Announcement  (Tone only)  (Tone or Name)
Scheduled Meeting  
Reservation-less Meeting  
Mute/Un-mute Notification  
DTMF in-meeting control x 
Announce late participants/Recorded x 
name
Operator/Moderator Assisted Conference x x
Reference code (Billing) x x
Listen only (Mute all but me) Partial (Live Meeting Console) 
Roll Call Partial (Roster) 
26

27. Deployment Considerations
27

28. Supported Topology
EE pool with separate AV Conf Server pool
• Ideal for:
• Large enterprise
• Data center deployment Browser
• Conferencing functionalities Reverse Proxy
CS “14” Front
End Servers
• Audio/Video Conference
• Web Conference (slide sharing, Office
CS “14” BackEnd
application sharing, Communicator
Servers
whiteboard, etc.) CS “14” Edge
CS “14” A/V
Conferencing
• PSTN dial-in (requires Servers
mediation server and PSTN Perimeter
gateway) Outside
Network
Data Center/Internal Network
Corporation
• Group IM Inside Corporation
• Lync Web App
• Scalability
• Up to 80,000 users
• 250 user large conferences
28

29. Supported Topology
EE pool with co-located AV Conf Server pool
• Ideal for:
• Medium size business
• Regional Deployment
Conferencing functionalities
Browser
•
Audio/Video Conference
Reverse Proxy
•
• Web Conference (slide sharing,
CS “14” Front
application sharing, whiteboard, etc.) Office End Servers
CS “14” BackEnd
Servers
Communicator
• PSTN dial-in (requires mediation
server and PSTN gateway) CS “14” Edge
• Group IM
• Lync Web App Outside Perimeter Data Center/Internal Network
Corporation Network
• Scalability Inside Corporation
• Up to 10,000 users
• 250 user large conferences
29

30. Supported Topology
SE pool
• Ideal for:
• Proof of concept
• Large branch office
• Conferencing functionalities Browser
• Audio/Video Conference Reverse Proxy
• Web Conference (slide sharing,
application sharing, whiteboard,
CS “14” SE
Office Server
etc.) Communicator
• PSTN dial-in (requires CS “14” Edge
mediation server and PSTN
gateway) Perimeter
Outside Data Center/Internal Network
• Group IM Corporation Network
• Lync Web App Inside Corporation
• Scalability
• Up to 5,000 users
• 250 user large conferences
30

31. Migration and Coexistence
31

32. Migration and Coexistence
Challenges
• Microsoft Lync Server 2010 changes the impact Interoperability
• Lync 2010 is the only desktop conferencing
• Support for Web based conferencing client (Conference join link moving
to https:// based (from meet:// and conf:// )
• New Conferencing access model
• Federated user treated as external
• Tightened role based application sharing
• New lobby functionality
• New Web conferencing server not backward compatible
• New assigned conference with changed simpler conference URL
• Challenges
• Existing meeting invite for migrated meetings must still work
• Migrated Meetings must work as before
32

33. Migration and Coexistence
Solution – Existing meeting invite for migrated meetings must still
work
Lync Server 2010 server supports live meeting before Lync Server 2010 client
upgrade
• Design
• Lync Server 2010 front end server contains a Lync Server 2010 compatible web
conferencing server
• PSTN dial-in inter-pool transfer
• Admin experience during migration
• Migrate existing meetings for migrated user (DBImport/export, or MoveUser)
• Optionally move Live Meeting content using Lync Server 2010 ResKit tools
• User experience after migration
• Client not updated
• All scheduling functions from OCS 2007 R2 Outlook add-in work
• All conferencing URLs in existing invites work
• Client updated
• All conferencing URLs in existing invites work
• New conferences scheduled generate Lync Server 2010 style invite
• Modifying existing conference invites convert invites into Lync Server 2010 style and
resend
33

34. Migration and Coexistence
Solution – Migrated Meetings must work as before
Lync Server 2010 server support compatibility mode
• Design –Lync Server 2010 front end server provides compatible
behavior for two types of meetings:
• Migrated meetings
• Meetings scheduled on Lync Server 2010 server using previous version
clients
• Admin experience during migration
• No admin action needed
• User experience after migration
• Federated users treated as authenticated user
• Application sharing can be started by anybody in meeting
• No lobby
34

35. Migration and Coexistence
Limitations
• Migrated user gets new assigned PSTN conference ID
• Live Meeting content is not moved automatically with meetings
• Existing CWA 2007 R2 server needs to be kept around
• Meetings scheduled using Lync 2010 clients on Lync Server 2010
server will not work after user is moved back to a previous
version OCS server
35

36. Video and Bandwidth
36

37. Video – Supported Formats
CIF HD
• Common Interchange • High Definition
Format • 1280x720(16:9), 25 fps, 1.5
• 352x288, 15 fps, 350 kbps Mbps
• Single Core > 1.5GHz • Quad Core > 2 GHz
VGA Panorama
• Video Graphics Array • Polycom CX5000
• 640x480, 25 fps, 700 kbps RoundTable
• Dual Core > 1.9GHz • 1056x144 (22:3), 15 fps,
350 kbps
• Single Core > 2 GHz
Display Resolution 1024x768 or higher required
Memory Windows 7 or Windows Vista: 2 gigabytes (GB) of RAM
Windows XP: 1 GB of RAM
Video Memory 128 MB of Video RAM
DirectX® 9

38. VoIP and Video – Bandwidth Requirements
Audio payload
Audio codec Scenarios bitrate (Kbps)
RTAudio Wideband Peer-to-peer 29.0
RTAudio Peer-to-peer, 11.8
Narrowband PSTN
G.722 Conferencing 64.0
G.711 PSTN 64.0
Siren Conferencing 16.0
Maximum bitrate Minimum bitrate
Video codec Resolution (Kbps) (Kbps)
RTVideo CIF 250 50
RTVideo VGA 600 350
RTVideo HD 1500 800
RTVideo Panoramic Video 350 50

39. © 2011 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market
conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. 39
MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

40. Audio Conferencing Flow
C3P/SIP
PVA/GVA
5
SQL SQL
Backend
Conferenci C3P/SIP
ng Server CAA
SQL C3P/
Factory
HTTP
2 CAS
Focus
Focus
Factory C3P/SI
P
3 4
C3P/SIP
C3P/SIP AV Conf
Server
1 (S)RTP
Schedulin Via Mediati
PSTN
g PBX/GW on
phone
Client Server SIP