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Microsoft Lync Server 2010 Administration Guide Microsoft Lync Server 2010 Published: December 2010

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Microsoft Lync Server 2010 Administration GuideMicrosoft Lync Server 2010Published: December 2010

This document is provided as-is. Information and views expressed in this document, including URL and other Internet Web site references, may change without notice. You bear the risk of using it. Some examples depicted herein are provided for illustration only and are fictitious. No real association or connection is intended or should be inferred. This document does not provide you with any legal rights to any intellectual property in any Microsoft product. You may copy and use this document for your internal, reference purposes. This document is confidential and proprietary to Microsoft. It is disclosed and can be used only pursuant to a non-disclosure agreement. Copyright 2010 Microsoft Corporation. All rights reserved. Microsoft, Active Directory, ActiveSync, ActiveX, Excel, Forefront, Groove, Hyper-V, Internet Explorer, Lync, MSDN, MSN, OneNote, Outlook, PowerPoint, RoundTable, SharePoint, Silverlight, SQL Server, Visio, Visual C++, Windows, Windows Media, Windows PowerShell, Windows Server, and Windows Vista are trademarks of the Microsoft group of companies. All other trademarks are property of their respective owners.

ContentsAdministering Lync Server 2010 .................................................................................................. 1 Installing and Using Administrative Tools ................................................................................. 2 Managing Users ........................................................................................................................ 5 Search for Lync Server 2010 Users ...................................................................................... 5 Add a New User to Lync Server 2010 ................................................................................... 6 Enable or Disable Users for Lync Server 2010 ..................................................................... 7 Set, View, and Send a User's Dial-in Conferencing PIN ....................................................... 8 Move Users to Another Pool ................................................................................................. 9 Assign Policies to Users ...................................................................................................... 11 Assign a Conferencing Policy to Modify a User's Default Meeting Experience ............... 11 Specify Client Versions Supported for Sign-in by a User ................................................ 13 Assign Specific Dial-in Conferencing PIN Security Settings to a User ............................ 14 Apply External User Access Policies to Users ................................................................. 16 Configure Archiving of a User's Communications ............................................................ 17 Assign a Location Policy to a User .................................................................................. 18 Presence Policy Settings ................................................................................................. 20 Enable Users for Enterprise Voice ...................................................................................... 22 Configure Telephony for Users ........................................................................................... 24 Managing Computers in Your Topology ................................................................................. 25 View a List of Computers Running Lync Server 2010......................................................... 25 View the Status of Services Running on a Computer ......................................................... 26 View Details About a Service .............................................................................................. 26 Start or Stop Lync Server 2010 Services ............................................................................ 27 Prevent New Sessions for Services .................................................................................... 28 View Microsoft SIP Processing Language (MSPL) Server Applications ............................. 29 Enable or Disable a Microsoft SIP Processing Language (MSPL) Server Application ....... 30 Mark a Microsoft SIP Processing Language (MSPL) Application as Critical or Not Critical 31 View a List of Trusted Applications ..................................................................................... 32 View the Simple URL Details .............................................................................................. 32 Filtering Instant Messages and Client Versions ..................................................................... 33 Configuring Instant Message (IM) Filtering ......................................................................... 33 Modify the Default File Transfer Filter .............................................................................. 36 Create a New File Transfer Filter for a Specific Site ........................................................ 37 Modify the Default URL Filter ........................................................................................... 38 Create a New URL Filter to Handle Hyperlinks in IM Conversations .............................. 39 Specify Client Versions Supported for Sign-in by a User .................................................... 40 Configuring Voice Routing ...................................................................................................... 41 Configuring Dial Plans and Normalization Rules ................................................................ 41 Create a Dial Plan ............................................................................................................ 42 Modify a Dial Plan ............................................................................................................ 44 Defining Normalization Rules ........................................................................................... 46 Create or Modify a Normalization Rule by Using Build a Normalization Rule ................. 47

Create or Modify a Normalization Rule Manually ............................................................ 49 Configuring Voice Policies, PSTN Usage Records, and Voice Routes .............................. 50 Configuring Voice Policies and PSTN Usage Records to Authorize Calling Features and Privileges ...................................................................................................................... 50 Create a Voice Policy and Configure PSTN Usage Records .......................................... 51 Modify a Voice Policy and Configure PSTN Usage Records .......................................... 54 View PSTN Usage Records ............................................................................................. 57 Configuring Voice Routes for Outbound Calls ................................................................. 57 Create a Voice Route ....................................................................................................... 58 Modify a Voice Route ....................................................................................................... 60 Configuring Trunks and Translation Rules .......................................................................... 62 Configure Media Bypass on a Trunk ................................................................................ 62 Configure a Trunk Without Media Bypass ....................................................................... 65 Defining Translation Rules ............................................................................................... 67 Create or Modify a Translation Rule by Using the Build a Translation Rule Tool ........... 68 Create or Modify a Translation Rule Manually ................................................................. 70 Exporting and Importing Voice Routing Configuration ........................................................ 71 Export a Voice Route Configuration File .......................................................................... 71 Import a Voice Route Configuration File .......................................................................... 71 Test Voice Routing .............................................................................................................. 72 Create a Voice Routing Test Case .................................................................................. 73 Export Voice Routing Test Cases .................................................................................... 74 Import Voice Routing Test Cases .................................................................................... 74 Running Voice Routing Tests .......................................................................................... 75 Run Informal Voice Routing Tests ................................................................................... 75 Run Voice Routing Test Cases ........................................................................................ 77 Publish Pending Changes to the Voice Routing Configuration ........................................... 78 Configuring Incoming Call Handling Features ........................................................................ 79 Managing Response Groups .................................................................................................. 80 Managing Agent Groups ..................................................................................................... 80 Create an Agent Group .................................................................................................... 81 Change Agent Group Settings or Members ..................................................................... 83 Delete an Agent Group .................................................................................................... 85 Managing Response Group Queues ................................................................................... 86 Create a Response Group Queue ................................................................................... 86 Change a Response Group Queue ................................................................................. 88 Delete a Response Group Queue .................................................................................... 89 Managing Response Group Workflows ............................................................................... 90 Response Group Configuration Tool Requirements ........................................................ 90 Response Group Audio File Requirements ..................................................................... 90 Design Call Flows by Using Interactive Voice Response ................................................ 91 (Optional) Define Response Group Business Hours and Holidays ................................. 94 Create a Response Group Workflow ............................................................................... 97 Create a Hunt Group Workflow ........................................................................................ 98 Create an Interactive Workflow ...................................................................................... 102 Change a Response Group Workflow ........................................................................... 108

Change a Hunt Group Workflow .................................................................................... 108 Change an Interactive Workflow .................................................................................... 112 Delete a Response Group Workflow.............................................................................. 118 Managing On-Premises Meetings ........................................................................................ 118 Configuring Conferencing Settings .................................................................................... 119 Modify the Default Conferencing User Experience ........................................................ 119 Create or Modify Conferencing User Experience for a Site or Group of Users ............. 121 Conferencing Policy Settings Reference ....................................................................... 124 Delete a Conferencing Policy for a Site or Group of Users ........................................... 126 Configuring the Meeting Join Experience ......................................................................... 127 Modify the Default Meeting Join Experience ................................................................. 127 Create or Modify Meeting Join Settings for a Site or Pool ............................................. 128 Delete Meeting Join Settings for a Site or Pool ............................................................. 129 Configure Settings for a Dial-in Conferencing Access Number ........................................ 130 Create or Modify a Dial-in Conferencing Access Number ............................................. 130 Delete a Dial-in Conferencing Access Number ............................................................. 132 Configure Dial-in Conferencing Personal Identification Number (PIN) Rules ................... 133 Modify the Default Dial-in Conferencing PIN Settings ................................................... 133 Create or Modify Dial-in Conferencing PIN Settings for a Site or Group of Users ........ 134 Delete Dial-in Conferencing PIN Settings for a Site or Group of Users ......................... 135 Configuring Support for Clients and Devices ........................................................................ 136 Specify the Client Versions Supported in Your Organization ............................................ 136 View the Status of Services Running on a Computer ....................................................... 138 Modify the Default Action for Clients Not Explicitly Supported or Restricted .................... 139 View Software Updates for Devices in Your Organization ................................................ 140 Add a Device to Test Update Functionality ....................................................................... 141 Modify Settings for Log Files of Device Update Activity .................................................... 141 Configure Security Settings for Lync 2010 Phone Edition ................................................ 142 Configure Voice Quality of Service for Lync 2010 Phone Edition ..................................... 143 Configure Phone Lock for Lync 2010 Phone Edition ........................................................ 143 Managing External Connectivity ........................................................................................... 144 Enable or Disable External User Access for Your Organization ....................................... 145 Enable or Disable Remote User Access for Your Organization .................................... 146 Enable or Disable Federation for Your Organization ..................................................... 147 Enable or Disable Anonymous User Access for Your Organization .............................. 149 Manage Communications with External Users ................................................................. 150 Manage Remote User Access ....................................................................................... 151 Manage Federated Partner Access ............................................................................... 153 Configure Policies to Control Federated User Access ................................................... 153 Enable or Disable Discovery of Federation Partners ..................................................... 154 Control Access by Individual Federated Domains ......................................................... 155 Enable or Disable Sending an Archiving Disclaimer to Federated Partners ................. 157 Manage IM Provider Support ......................................................................................... 158 Configure Policies to Control Access by Users of IM Service Providers ....................... 158 Specify Supported IM Service Providers ....................................................................... 160 Configure Conferencing Policies to Support Anonymous Users ................................... 163

Apply Policies for External User Acces to Users ........................................................... 164 Apply External User Access Policies to Users ............................................................... 164 Apply Conferencing Policies to Support Anonymous Users .......................................... 165 Reset and Delete External User Access Policies .......................................................... 166 Delete a Site or User Policy for External User Access .................................................. 166 Reset the Global Policy for External User Access ......................................................... 167 Managing Monitoring ............................................................................................................ 167 Create a Site Policy for Call Detail Recording ................................................................... 167 Create a Site Policy for Quality of Experience .................................................................. 168 Enable Call Detail Recording ............................................................................................ 169 Enable Quality of Experience ............................................................................................ 169 Configure Call Detail Recording ........................................................................................ 170 Configure Quality of Experience........................................................................................ 171 Delete a Site Policy for Call Detail Recording ................................................................... 172 Delete a Site Policy for Quality of Experience ................................................................... 172 Managing Archiving .............................................................................................................. 172 Configuring Support for Archiving of Internal and External Communications ................... 173 Change the Global Policy for Support of Internal and External Communications ......... 174 Create a Site Policy for Archiving .................................................................................. 174 Enable or Disable Archiving for a Site ........................................................................... 175 Create a User Policy for Archiving ................................................................................. 176 Enable or Disable Archiving for Users ........................................................................... 177 Delete an Archiving Policy ............................................................................................. 178 Apply an Archiving Policy to a User or User Group ....................................................... 179 Enable or Disable Archiving .............................................................................................. 180 Specify the Types of Communications To Be Archived .................................................... 180 Enable or Disable Purging for Archiving ........................................................................... 181 Block or Allow IM and Web Conferencing Sessions If Archiving Fails .............................. 182 Enable or Disable Sending an Archiving Disclaimer to Federated Partners ..................... 182 Configuring Security.............................................................................................................. 183 Create a New Registrar ..................................................................................................... 184 Modify an Existing Registrar .............................................................................................. 185 Delete a Registrar.............................................................................................................. 186 Create a New Web Service ............................................................................................... 186 Modify an Existing Web Service ........................................................................................ 187 Delete a Web Service ........................................................................................................ 188 Create a New PIN Policy ................................................................................................... 188 Modify an Existing PIN Policy ............................................................................................ 189 Delete a PIN Policy............................................................................................................ 190 Configuring Your Network ..................................................................................................... 192 Enabling Call Admission Control ....................................................................................... 192 Enabling Media Bypass ..................................................................................................... 193 Configuring Location Policy ............................................................................................... 194 Configuring Bandwidth Policy Profile ................................................................................ 199 Configuring Network Regions ............................................................................................ 201 Configuring Network Sites ................................................................................................. 203

Configuring Network Subnets ............................................................................................ 205 Configuring Network Region Links .................................................................................... 207 Configuring Network Region Routes ................................................................................. 208 Configuring Network Site Links ......................................................................................... 210 Change the Web Services URL ............................................................................................ 212 Administering the Address Book Service ............................................................................. 213 Windows PowerShell Cmdlets for Address Book Services ............................................... 220 New-CsAddressBookConfiguration for Address Book Management ............................ 220 Set-CsAddressBookConfiguration for Address Book Management .............................. 221 Get-CsAddressBookConfiguration for Address Book Management .............................. 221 Remove-CsAddressBookConfiguration for Address Book Management ...................... 222 Test-CsAddressBookService for Address Book Management ...................................... 222 Test-CsAddressBookWebQuery for Address Book Management ................................. 223 Update-CsAddressBook for Address Book Management.............................................. 223 New-CsClientPolicy for Address Book Management ..................................................... 224 Set-CsClientPolicy for Address Book Management ...................................................... 224 Get-CsService for Address Book Management ............................................................. 225 New-CsWebServiceConfiguration for Address Book Management .............................. 227 Get-CsWebServiceConfiguration for Address Book Management ................................ 227 Set-CsWebServiceConfiguration for Address Book Management ................................ 228 Remove-CsWebServiceConfiguration for Address Book Management ........................ 228 Prevent New Connections to Lync Server 2010 for Server Maintenance ............................ 229 Delegating Control of Microsoft Lync Server 2010 ............................................................... 229

Administering Lync Server 2010In Microsoft Lync Server 2010, the web-based Microsoft Lync Server 2010 Control Panel replaces the Microsoft Management Console (MMC) interface from previous versions. Lync Server 2010 Control Panel provides you with a graphical user interface (GUI) to manage the configuration of the Lync Server 2010 servers, users, clients, and devices in your organization. Lync Server 2010 Control Panel uses Lync Server Management Shell as the underlying mechanism to perform Lync Server configuration. Lync Server 2010 Control Panel is automatically installed on every Lync Server 2010 Front End Server or Standard Edition server. In this release, you administer Edge Servers remotely. Important: To configure settings using Lync Server 2010 Control Panel, you must be logged in using an account that is assigned to the CsAdministrator role. For details about the predefined administrative roles available in Lync Server 2010, see Role-Based Access Control in the Planning documentation.

In This Section Installing and Using Administrative Tools Managing Users Managing Computers in Your Topology Filtering Instant Messages and Client Versions Configuring Voice Routing Configuring Incoming Call Handling Features Managing Response Groups Managing On-Premises Meetings Configuring Support for Clients and Devices Managing External Connectivity Managing Monitoring Managing Archiving Configuring Security Configuring Your Network Change the Web Services URL Administering the Address Book Service Prevent New Connections to Lync Server 2010 for Server Maintenance Delegating Control of Microsoft Lync Server 2010

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Installing and Using Administrative ToolsThe Microsoft Lync Server 2010 administrative tools consist of the following: Lync Server Deployment Wizard Use to deploy Lync Server 2010. Lync ServerTopology Builder Use to add any components to your deployment. Lync Server Control Panel Use for ongoing management of your deployment. Lync Server Logging tool Use to troubleshoot problems in your deployment. Lync Server Management Shell Use to manage your deployment at the command line.

The administrative tools are installed by default on each server on which you installed Lync Server 2010. Additionally, you can install the administrative tools on other computers, such as administrative consoles, to facilitate planning and deployment for your organization. You also use most or all of these tools to manage your deployment. For details about installing Topology Builder and the other administrative tools, see Topology Builder Requirements for Installation, Publishing, and Administration and Install Topology Builder with the Administrative Tools. When you manage your deployment, you use the following two tools primarily: Topology Builder and Lync Server Control Panel. Note: In Lync Server 2010, the Lync Server Management Shell is a new method of administration and management. Lync Server Management Shell is a powerful management interface, built on the Windows PowerShell command-line interface, that includes a comprehensive set of cmdlets that are specific to Lync Server 2010. With Lync Server Management Shell, you gain a rich set of configuration and automation controls. Topology Builder and Lync Server Control Panel both implement subsets of these cmdlets to support management of Lync Server 2010. The Lync Server Management Shell includes cmdlets for all Lync Server 2010 administration tasks, and you can use the cmdlets individually to manage your deployment. For details, see Lync Server Management Shell in the Operations documentation.

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Using Topology BuilderIf you need to make changes to your topology after your initial deployment (for example, to add a server to your topology), you must run Topology Builder to make the changes, and then publish the topology again, prior to deploying the new component in your topology. Use the following procedure to open Topology Builder to make changes to your topology. Open Topology Builder to design the topology 1. Log on to the computer where Topology Builder is installed as a member of the Domain Admins group and the RTCUniversalServerAdmins group. Note: You can define a topology by using an account that is a member of the local Users group, but to read, publish, or enable a topology, which is required to install a Lync Server 2010 server, you must use an account that is a member of the Domain Admins group and the RTCUniversalServerAdmins group, and that has full control permissions (that is, read, write, and modify) on the file share that you are going to use for the archiving file store so that Topology Builder can configure the required discretionary access control list (DACLs), or an account with equivalent rights. 2. Start Topology Builder: Click Start, click All Programs, click Microsoft Lync Server 2010, and then click Lync Server Topology Builder. Open Topology Builder to publish the topology 1. Log on to the computer where Topology Builder is installed as a member of the Domain Admins group and the RTCUniversalServerAdmins group. Note: Configuration of some functionality requires additional permissions. For example, to publish a topology that you create to add archiving components requires an account that also has full control permissions (that is, read, write, and modify) on the file share to be used for the archiving file store so that Topology Builder can configure the required DACLs. For details, see the specific procedure for the component that you want to add to a topology. 2. Start Topology Builder: Click Start, click All Programs, click Microsoft Lync Server 2010, and then click Lync Server Topology Builder.

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Using Control PanelYou can use Lync Server 2010 Control Panel to perform most of the administrative tasks required to manage and maintain Lync Server 2010. Use either of the following procedures to open Lync Server 2010 Control Panel so you can make changes to the configuration setting for your deployment. Note: You can use a user account that is assigned to the CSAdministrator role to perform any task in Lync Server Control Panel. You can use other roles to log on to Lync Server Control Panel to administer specific functionality, dependent on the task you need to perform. For example, you can use CSArchivingAdministrator to administer Archiving in Lync Server Control Panel. For details about roles, see Role-Based Access Control in the Planning documentation in the Planning documentation. For information about the roles that can be used to perform a specific procedure, see the documentation for the procedure. Open Control Panel using the administrative URL 1. From a user account that is assigned to the CsAdministrator role or other role that has appropriate rights and permissions for the task to be performed, log on to any computer in your internal deployment. 2. Start Lync Server Control Panel: Open a browser window, and then enter the Admin URL provided by your organization.

Open Control Panel on a computer running Lync Server 2010 1. From a user account that is a member of the the CsAdministrator role or other role that has appropriate rights and permissions for the task to be performed, log on to a computer on which you have installed Lync Server 2010. 2. Start Lync Server Control Panel: Click Start, click All Programs, point to Administrative Tools, point to Microsoft Lync Server 2010, and then click Lync Server 2010 Control Panel.

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Managing UsersTopics in this section provide step-by-step procedures for tasks you can perform using the Users page in Lync Server Control Panel. Important: You cannot use Lync Server Control Panel to manage users who are members of the Active Directory Domain Admins group. For Domain Admins users, you can use Lync Server Control Panel only to perform read-only search operations. To perform write operations on Domain Admins users (for example, enable or disable for Lync Server, change pool or policy assignments, telephony settings, SIP address), you must use Windows PowerShell cmdlets while logged on as a Domain Admins user. For details about using Windows PowerShell cmdlets to manage users, see Lync Server Management Shell.

In This Section Search for Lync Server 2010 Users Add a New User to Lync Server 2010 Enable or Disable Users for Lync Server 2010 Set, View, and Send a User's Dial-in Conferencing PIN Move Users to Another Pool Assign Policies to Users Enable Users for Enterprise Voice Configure Telephony for Users

Search for Lync Server 2010 UsersYou can use the results of a search query to configure users for Microsoft Lync Server 2010. You can search for users by display name, first name, last name, Security Accounts Manager (SAM) account name, SIP address, or line Uniform Resource Identifier (URI). You can search for users by using the Lync Server Control Panel or the Active Directory Users and Computers snap-in. The following procedure describes how to use Lync Server Control Panel. Note: In an environment with a central forest topology, search results might not be accurate when you search for a user by the users email address. Instead, you can search for users by specifying a SIP address prefix, for example, sip:name, add a search filter and select a SIP address that contains a partial email address, or use the Get-CSUser cmdlet.

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To search for one or more users 1. From a user account that is assigned to the CsUserAdministrator role or the CsAdministrator role, log on to any computer in your internal deployment. 2. Open a browser window, and then enter the Admin URL to open the Lync Server Control Panel. For details about the different methods you can use to start Lync Server Control Panel, see Installing and Using Administrative Tools. 3. In the left navigation bar, click Users. 4. In the Search users box, type all or the first portion of the display name, first name, last name, SAM account name, SIP address, or line URI of the user account that you want to search for, and then click Find. 5. (Optional) Specify additional search criteria to narrow the results: a. Click the expand arrow button in the upper-right corner of the screen above Search results, and then click Add Filter. b. Enter the user property by typing it or clicking the arrow in the drop-down list to select a user property. c. In the Equal to list, click Equal to or Not equal to. d. In the text box, type the search criteria you want to use to filter search results, and then click Find. 6. The search results appear under Search Results. You can select any or all of the users in the list and perform configuration tasks on the users you select.

Add a New User to Lync Server 2010You can use Lync Server Control Panel to create new Microsoft Lync Server 2010 user accounts by adding an Active Directory user to Lync Server 2010. To create a new Lync Server user 1. From a user account that is assigned to the CsUserAdministrator role or the CsAdministrator role, log on to any computer in your internal deployment. 2. Open a browser window, and then enter the Admin URL to open the Lync Server Control Panel. For details about the different methods you can use to start Lync Server Control Panel, see Installing and Using Administrative Tools. 3. In the left navigation bar, click Users. 4. Click Enable users. 5. On the New Lync Server User dialog, click Add. 6. In the Search users box, type all or the first portion of the name, display name, first name, last name, Security Accounts Manager (SAM) account name, or phone number of the Active Directory user account that you want, and then click Find. 7. In the table, select the account you want to add to Lync Server 2010, and then click OK.

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8. Assign the user to a pool, specify any additional details, and assign the policies to the user you want, and then click Enable.

Enable or Disable Users for Lync Server 2010After enabling a user account in Active Directory Users and Computers, you can use the following procedures to enable a new user for Microsoft Lync Server 2010 or disable a previously enabled user account in Lync Server 2010 without losing the Lync Server 2010 settings that you configured for the user account. Because you do not lose the Lync Server 2010 user account settings, you can re-enable a previously enabled user account again without having to reconfigure the user account. To enable a user account for Lync Server 1. From a user account that is assigned to the CsUserAdministrator role or the CsAdministrator role, log on to any computer in your internal deployment. 2. Open a browser window, and then enter the Admin URL to open the Lync Server Control Panel. For details about the different methods you can use to start Lync Server Control Panel, see Installing and Using Administrative Tools. 3. In the left navigation bar, click Users. 4. In the Search users box, type all or the first portion of the display name, first name, last name, Security Accounts Manager (SAM) account name, SIP address, or line Uniform Resource Identifier (URI) of the user account that you want to enable, and then click Find. 5. In the table, click the user account that you want to enable. 6. On the Edit menu, click Modify. 7. In Edit Lync Server User, select the Enabled for Lync Server check box, and then click Commit. To disable or re-enable a previously enabled user account for Lync Server 1. From a user account that is assigned to the CsUserAdministrator role or the CsAdministrator role, log on to any computer in your internal deployment. 2. Open a browser window, and then enter the Admin URL to open the Lync Server Control Panel. For details about the different methods you can use to start Lync Server Control Panel, see Installing and Using Administrative Tools. 3. In the left navigation bar, click Users. 4. In the Search users box, type all or the first portion of the display name, first name, last name, Security Accounts Manager (SAM) account name, SIP address, or line Uniform Resource Identifier (URI) of the user account that you want to disable or re-enable, and then click Find. 5. In the table, click the user account that you want to disable or re-enable.

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6. On the Action menu, do one of the following: To temporarily disable the user account for Lync Server 2010, click Temporarily disable for Lync Server. To enable the user account for Lync Server 2010, click Re-enable for Lync Server.

Set, View, and Send a User's Dial-in Conferencing PINTo join a dial-in conference as an authenticated user, a Microsoft Lync Server 2010 user with Active Directory Domain Services (AD DS) credentials requires a personal identification number (PIN). If a user forgets the dial-in conferencing PIN or has not set the PIN by using Microsoft Lync 2010, you can set the users PIN from Lync Server Control Panel. You can automatically generate the PIN or create one manually. Note: Specific characteristics of the PIN, such as its minimum length, can be configured as a policy. In addition to the global policy, you can configure a PIN policy for individual sites or users. For details about configuring a PIN policy, see Configure Dial-in Conferencing Personal Identification Number (PIN) Rules. Set a users PIN

1. From a user account that is assigned to the CsUserAdministrator role or the CsAdministrator role, log on to any computer in your internal deployment. 2. Open a browser window, and then enter the Admin URL to open the Lync Server Control Panel. For details about the different methods you can use to start Lync Server Control Panel, see Installing and Using Administrative Tools. 3. In the left navigation bar, click Users. 4. Use one of the following methods to locate a user: In the Search users box, type all or the first portion of the display name, first name, last name, Security Accounts Manager (SAM) account name, SIP address, or line Uniform Resource Identifier (URI) of the user account, and then click Find. If you have a saved query, click the Open query icon, use the Open dialog box to retrieve the query (a .usf file), and then click Find.

5. (Optional) Specify additional search criteria to narrow the results: a. Click Add Filter. b. Enter the user property by typing it or by clicking the arrow in the drop-down list to select the property. c. In the Equal to drop-down list, click the operator (for example, Equal to or Not equal to).

d. Depending on the user property you selected, enter the criteria that you want to use

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to filter the search results by typing it or by clicking the arrow in the drop-down list. Tip: To add additional search clauses to your query, click Add Filter. e. Click Find. Note: If the PIN is locked, you must unlock the PIN before you can set it. To unlock the PIN, click the user, click Action, and then click Unlock PIN. 6. Click a user in the search results, click Action, and then click Set PIN. 7. In the Set PIN dialog box, do one of the following: To allow Lync Server 2010 to generate the users PIN, select Automatically generate a valid PIN (the default). To create your own PIN, click Manually enter a specific PIN, click the text box, and then type a PIN that meets the PIN requirements specified in your PIN policy settings.

8. Click OK. 9. In Set PIN, do one of the following: Select the Show PIN check box to see the PIN, and then copy the PIN and communicate it to the user using your organization's preferred method. Click Open my email application to send the new PIN to the user to send the PIN by email. If Microsoft Office Outlook is your email client, the PIN is automatically copied into a new email message. If you use a different email client, select the Show PIN check box to see the PIN and then copy it into your email message.

10. Click Close.

Move Users to Another PoolYou can use Lync Server Control Panel to assign users to a specific server or pool. Tip: Moving all existing users from a legacy source pool to a Microsoft Lync Server 2010 target pool in a complex Active Directory environment might result in slower Active Directory replication. To avoid this, you can use search filters to move users from legacy pools separately, or you can use Lync Server Management Shell to move users with cmdlets. To move selected users to a different server or pool 1. From a user account that is assigned to the CsUserAdministrator role or the CsAdministrator role, log on to any computer in your internal deployment. 2. Open a browser window, and then enter the Admin URL to open the Lync Server Control Panel. For details about the different methods you can use to start Lync Server Control

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Panel, see Installing and Using Administrative Tools. 3. In the left navigation bar, click Users. 4. In the Search users box, type all or the first portion of the display name, first name, last name, Security Accounts Manager (SAM) account name, SIP address, or line Uniform Resource Identifier (URI) of the user account that you want, and then click Find. 5. In the table, select a specific user or users in the list. 6. On the Action menu, click Move selected users to pool. 7. In Move Users, select the pool that you want to move the users to in Destination registrar pool. 8. (Optional) If the destination server or pool is unavailable, select the Force check box. Caution: If you select Force, the user will be moved regardless of any errors that might occur when moving related data, including the Contacts list and other settings. Any data that cannot be moved will be lost. To move all users from one server or pool to different server or pool 1. From a user account that is assigned to the CsUserAdministrator role or the CsAdministrator role, log on to any computer in your internal deployment. 2. Open a browser window, and then enter the Admin URL to open the Lync Server Control Panel. For details about the different methods you can use to start Lync Server Control Panel, see Installing and Using Administrative Tools. 3. In the left navigation bar, click Users. 4. On the Action menu, click Move all users to pool. 5. In Move Users, select the pool that contains the user accounts that you want to move in Source registrar pool. 6. In Destination registrar pool, select the pool that you want to move the users to. 7. (Optional) If the destination server or pool is unavailable, select the Force check box. Caution: If you select Force, the user will be moved regardless of any errors that might occur when moving related data, including the Contacts list and other settings. Any data that cannot be moved will be lost.

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Assign Policies to UsersYou can assign certain policies to a user or a group of users in order to specify particular settings that deviate from the settings defined in policies assigned to other users, such as global policies. These policies are called per-user policies. In This Section Assign a Conferencing Policy to Modify a User's Default Meeting Experience Specify Client Versions Supported for Sign-in by a User Assign Specific Dial-in Conferencing PIN Security Settings to a User Apply External User Access Policies to Users Configure Archiving of a User's Communications Assign a Location Policy to a User Presence Policy Settings

Assign a Conferencing Policy to Modify a User's Default Meeting Experience The conferencing policy is one of the individual settings of a user account that you can configure in Lync Server Control Panel. Deploying one or more per-user conferencing policies is optional. You can also deploy only a global-level conferencing policy or site-level conferencing policy. If you do deploy per-user policies, you must explicitly assign them to users, groups, or contact object. Conferencing rights and permissions automatically default to those defined in the global-level conferencing policy when no specific site-level or per-user policy is assigned. After creating at least one per-user conferencing policy, use the procedures in this topic to assign the policy that specifies the user rights permissions that you want the server to grant to the meetings organized by a particular user. For a list of all available conferencing policy settings, see Conferencing Policy Settings Reference. For details about creating per-user conferencing policies, see Create or Modify Conferencing User Experience for a Site or Group of Users. To assign a per-user conferencing policy 1. From a user account that is assigned to the CsUserAdministrator role or the CsAdministrator role, log on to any computer in your internal deployment. 2. Open a browser window, and then enter the Admin URL to open the Lync Server Control Panel. For details about the different methods you can use to start Lync Server Control Panel, see Installing and Using Administrative Tools. 3. In the left navigation bar, click Users. 4. Use one of the following methods to locate a user: In the Search users box, type all or the first portion of the display name, first name, last name, Security Accounts Manager (SAM) account name, SIP address, or line

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Uniform Resource Identifier (URI) of the user account, and then click Find. If you have a saved query, click the Open query icon, use the Open dialog box to retrieve the query (a .usf file), and then click Find.

5. (Optional) Specify additional search criteria to narrow the results: a. Click Add Filter. b. Enter the user property by typing it or by clicking the arrow in the drop-down list to select the property. c. In the Equal to drop-down list, click the operator (for example, Equal to or Not equal to).

d. Depending on the user property you selected, enter the criteria you want to use to filter the search results by typing it or by clicking the arrow in the drop-down list. Tip: To add additional search clauses to your query, click Add Filter. e. Click Find. 6. Click a user in the search results, click Action, and then click Assign policies. Tip: If you want the same per-user conferencing policy to apply to multiple users, select multiple users in the search results, then click Actions, and then click Assign policies. 7. In Assign Policies, under Conferencing policy, do one of the following: Note: Because there are multiple policies that you can configure in Assign Policies, is selected by default for every policy in the dialog box. Continue using the policy previously assigned to the user by making no changes to this setting. Select to allow Lync Server 2010 to automatically choose either the global-level policy or, if defined, the site-level policy. Click the name of a per-user conferencing policy you previously defined on the Conferencing Policy page. Tip: To help you decide the policy you want to assign, after you click a policy name, click View to view the user rights and permissions defined in the policy. 8. When you are finished, click OK.

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Specify Client Versions Supported for Sign-in by a User The client version policy is one of the individual settings of a user account that you can configure in Lync Server Control Panel. Deploying one or more per-user client version policies is optional. You can also deploy only a global-level client version policy, or site-level or pool-level client version policies. If you do deploy per-user policies, you must explicitly assign them to users, groups, or contact object. When no specific site-level, pool-level, or per-user policy is assigned, the default clients that are allowed to register with Lync Server 2010 are those defined in the global-level client version policy. After creating at least one per-user client version policy, use the procedures in this topic to assign the policy that specifies the client versions that you want to allow to register with Lync Server 2010. For details about creating per-user client version policies, see Specify the Client Versions Supported in Your Organization. To assign a per-user client version policy 1. From a user account that is assigned to the CsUserAdministrator role or the CsAdministrator role, log on to any computer in your internal deployment. 2. Open a browser window, and then enter the Admin URL to open the Lync Server Control Panel. For details about the different methods you can use to start Lync Server Control Panel, see Installing and Using Administrative Tools. 3. In the left navigation bar, click Users. 4. Use one of the following methods to locate a user: In the Search users box, type all or the first portion of the display name, first name, last name, Security Accounts Manager (SAM) account name, SIP address, or line Uniform Resource Identifier (URI) of the user account, and then click Find. If you have a saved query, click the Open query icon, use the Open dialog box to retrieve the query (a .usf file), and then click Find.

5. (Optional) Specify additional search criteria to narrow the results: a. Click Add Filter. b. Enter the user property by typing it or by clicking the arrow in the drop-down list to select the property. c. In the Equal to drop-down list, click the operator (for example, Equal to or Not equal to).

d. Depending on the user property you selected, enter the criteria you want to use to filter the search results by typing it or by clicking the arrow in the drop-down list. Tip: To add additional search clauses to your query, click Add Filter. e. Click Find. 6. Click a user in the search results, click Action, and then click Assign policies.

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Tip: If you want the same per-user client version policy to apply to multiple users, select multiple users in the search results, then click Actions, and then click Assign policies. 7. In Assign Policies, under Client version policy, do one of the following: Note: Because there are multiple policies that you can configure by using the Assign Policies dialog box, is selected by default for every policy in the dialog box. Continue using the policy previously assigned to the user by making no changes to this setting. Allow Lync Server 2010 to automatically choose either the global-level policy or, if defined, the site-level policy or pool-level policy. Click the name of a per-user client version policy you previously defined on the Client Version Policy page. Tip: To help you decide the policy you want to assign, after you click a policy name, click View to view the user rights and permissions defined in the policy. 8. When you are finished, click OK.

Assign Specific Dial-in Conferencing PIN Security Settings to a User The dial-in conferencing personal identification number (PIN) policy is one of the individual settings of a user account that can be configured in the Lync Server Control Panel. Deploying one or more per-user PIN policies is optional. You can also deploy only a global-level PIN policy or site-level PIN policy. If you do deploy per-user policies, you must explicitly assign them to users, groups, or contact object. User rights and permissions regarding the use of PINs for dial-in conferencing automatically default to those defined in the global-level PIN policy when no specific site-level or per-user policy is assigned. After creating at least one per-user PIN policy, use the procedures in this topic to assign the policy that specifies the constraints you want the server to impose on the PINs created by and used by a particular user. For details about creating per-user dial-in conferencing PIN policies, see Create or Modify Dial-in Conferencing PIN Settings for a Site or Group of Users. To assign a per-user PIN policy 1. From a user account that is assigned to the CsUserAdministrator role or the CsAdministrator role, log on to any computer in your internal deployment. 2. Open a browser window, and then enter the Admin URL to open the Lync Server Control Panel. For details about the different methods you can use to start Lync Server Control

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Panel, see Installing and Using Administrative Tools. 3. In the left navigation bar, click Users. 4. Use one of the following methods to locate a user: In the Search users box, type all or the first portion of the display name, first name, last name, Security Accounts Manager (SAM) account name, SIP address, or line Uniform Resource Identifier (URI) of the user account, and then click Find. If you have a saved query, click the Open query icon, use the Open dialog box to retrieve the query (a .usf file), and then click Find.

5. (Optional) Specify additional search criteria to narrow the results: a. Click Add Filter. b. Enter the user property by typing it or by clicking the arrow in the drop-down list to select the property. c. In the Equal to drop-down list, click the operator (for example, Equal to or Not equal to).

d. Depending on the user property you selected, enter the criteria you want to use to filter the search results by typing it or by clicking the arrow in the drop-down list. Tip: To add additional search clauses to your query, click Add Filter. e. Click Find. 6. Click a user in the search results, click Action, and then click Assign policies. Tip: If you want the same per-user PIN policy to apply to multiple users, select multiple users in the search results, then click Actions, and then click Assign policies. 7. In Assign Policies, under PIN policy, do one of the following: Note: Because there are multiple policies that you can configure by using the Assign Policies dialog box, is selected by default for every policy in the dialog box. Continue using the policy previously assigned to the user by making no changes to this setting. Allow Lync Server 2010 to automatically choose either the global-level policy or, if defined, the site-level policy. Click the name of a per-user PIN policy you previously defined on the PIN Policy page. Tip: To help you decide the policy you want to assign, after you click a policy name, click View to view the user rights and permissions defined in the policy.

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8. When you are finished, click OK.

Apply External User Access Policies to Users If a user has been enabled for Lync Server 2010, you can configure federation, remote user access, and public instant messaging (IM) connectivity in the Lync Server Control Panel by applying the appropriate policies to specific users or user groups. For example, if you created a policy to support remote user access, you must apply it to at least one user or user group before the user or user group can connect to Lync Server 2010 from a remote location and collaborate with internal users from the remote location. Note: To support for external user access, you must enable support for each type of external user access you want to support, and configure the appropriate policies and other options to control use. For details, see Configuring Support for External User Access in the Deployment documentation or Managing External Connectivity in the Operations documentation. Use the procedure in this topic to apply a previously created external user access policy to one or more user accounts or user groups. To apply an external user policy to a user account 1. From a user account that is assigned to the CsUserAdministrator role or the CsAdministrator role, log on to any computer in your internal deployment. 2. Open a browser window, and then enter the Admin URL to open the Lync Server Control Panel. For details about the different methods you can use to start Lync Server Control Panel, see Installing and Using Administrative Tools. 3. In the left navigation bar, click Users, and then search on the user account that you want to configure. 4. In the table that lists the search results, click the user account, click Edit, and then click Show details. 5. In Edit Lync Server User under External access policy, select the user policy that you want to apply. Note: The settings apply the default server installation settings. These settings are applied automatically by the server.

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Configure Archiving of a User's Communications The archiving policy is one of the individual settings of a user account that you can configure in the Lync Server Control Panel. Deploying one or more per-user archiving policies is optional. You can also deploy only a globallevel archiving policy or site-level archiving policy. If you do deploy per-user policies, you must explicitly assign them to users, groups, or contact object. Archiving requirements automatically default to those defined in the global-level conferencing policy when no specific site-level or peruser policy is assigned. After creating at least one per-user archiving policy, use the procedures in this topic to assign the policy that appropriately specifies whether a particular users internal communications, external communications, or both, will be archived by the server. For details about creating per-user archiving policies, see Create a User Policy for Archiving. To assign a per-user archiving policy 1. From a user account that is assigned to the CsUserAdministrator role or the CsAdministrator role, log on to any computer in your internal deployment. 2. Open a browser window, and then enter the Admin URL to open the Lync Server Control Panel. For details about the different methods you can use to start Lync Server Control Panel, see Installing and Using Administrative Tools. 3. In the left navigation bar, click Users. 4. Use one of the following methods to locate a user: In the Search users box, type all or the first portion of the display name, first name, last name, Security Accounts Manager (SAM) account name, SIP address, or line Uniform Resource Identifier (URI) of the user account, and then click Find. If you have a saved query, click the Open query icon, use the Open dialog box to retrieve the query (a .usf file), and then click Find.

5. (Optional) Specify additional search criteria to narrow the results: a. Click Add Filter. b. Enter the user property by typing it or by clicking the arrow in the drop-down list to select the property. c. In the Equal to drop-down list, click the operator (for example, Equal to or Not equal to).

d. Depending on the user property you selected, enter the criteria you want to use to filter the search results by typing it or by clicking the arrow in the drop-down list. Tip: To add additional search clauses to your query, click Add Filter. e. Click Find. 6. Click a user in the search results, click Action, and then click Assign policies. Tip:

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If you want the same per-user archiving policy to apply to multiple users, select multiple users in the search results, then click Actions, and then click Assign policies. 7. In Assign Policies, under Archiving policy, do one of the following: Note: Because there are multiple policies that you can configure by using the Assign Policies dialog box, is selected by default for every policy in the dialog box. Continue using the policy previously assigned to the user by making no changes to this setting. Allow Lync Server 2010 to automatically choose either the global-level policy or, if defined, the site-level policy. Click the name of a per-user archiving policy you previously defined on the Archiving Policy page. Tip: To help you decide the policy that you want to assign, after you click a policy name, click View to view the user rights and permissions defined in the policy. 8. When you are finished, click OK.

Assign a Location Policy to a User The location policy is one of the individual settings of a user account that you can configure in the Lync Server Control Panel. Deploying one or more per-user location policies is optional. You can also deploy only a globallevel location policy or subnet-level location policy. If you do deploy per-user policies, you must explicitly assign them to users, groups, or contact object. Enhanced 9-1-1 (E9-1-1) settings automatically default to those defined in the global-level location policy when no specific subnetlevel or per-user policy is assigned. After creating at least one per-user location policy, use the procedures in this topic to assign to the policy that specifies the settings that you want the server to apply for emergency calls placed by a particular user. For a list of all available location policy settings, see Location Policy Definition. For details about creating location policies, see Create Location Policies. To assign a per-user location policy 1. From a user account that is assigned to the CsUserAdministrator role or the CsAdministrator role, log on to any computer in your internal deployment. 2. Open a browser window, and then enter the Admin URL to open the Lync Server Control Panel. For details about the different methods you can use to start Lync Server Control Panel, see Installing and Using Administrative Tools.

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3. In the left navigation bar, click Users. 4. Use one of the following methods to locate a user: In the Search users box, type all or the first portion of the display name, first name, last name, Security Accounts Manager (SAM) account name, SIP address, or line Uniform Resource Identifier (URI) of the user account, and then click Find. If you have a saved query, click the Open query icon, use the Open dialog box to retrieve the query (a .usf file), and then click Find.

5. (Optional) Specify additional search criteria to narrow the results: a. Click Add Filter. b. Enter the user property by typing it or by clicking the arrow in the drop-down list to select the property. c. In the Equal to drop-down list, click the operator (for example, Equal to or Not equal to).

d. Depending on the user property you selected, enter the criteria you want to use to filter the search results by typing it or by clicking the arrow in the drop-down list. Tip: To add additional search clauses to your query, click Add Filter. e. Click Find. 6. Click a user in the search results, click Action, and then click Assign policies. Tip: If you want the same per-user location policy to apply to multiple users, select multiple users in the search results, then click Actions, and then click Assign policies. 7. In Assign Policies, under Location policy, do one of the following: Note: Because there are multiple policies that you can configure by using the Assign Policies dialog box, is selected by default for every policy in the dialog box. Continue using the policy previously assigned to the user by making no changes to this setting. Allow Lync Server 2010 to automatically choose either the global-level policy or, if defined, the subnet-level policy. Click the name of a per-user location policy you previously defined by running the New-CsLocationPolicy cmdlet. Tip: To help you decide the policy that you want to assign, after you click a policy name, click View to view the user rights and permissions defined in the policy. 8. When you are finished, click OK.

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Presence Policy Settings A presence policy is a set of limits and restrictions that affect presence. The following table describes the presence policy settings available in Lync Server 2010. Presence Policy SettingsXML name Display name Description Type Value

CategorySubscriptions

Maximum Number of Subscriber Category Subscriptions

Limits the number of subscriber category subscriptions. For example, when Communicator subscribes to a users presence, it obtains a category subscription for each of the contact card, calendar data, notes, services, and state categories. A setting of 0 means that the user or contact object cannot be subscribed to by others. Note: This setting can have a significant impact on performance if it is set to a high number, and the average user has a large number of users subscribing to his or her presence.

Integer

0-3000

PromptedSubscribers

Maximum Number of

Limits the number of entries in the prompted

Integer or Token

0-500

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XML name

Display name

Description

Type

Value

Queued Presence Subscription Alerts

subscribers table. This setting determines the maximum number of prompts that can be queued for a given user. For example, when user A subscribes to user Bs presence, user B receives a prompt that user A is now subscribed to user B, and an acknowledgement prompt is created in user Bs prompted subscribers table. After user B accepts, or acknowledges, the subscription, the acknowledgement prompt is removed from user Bs prompted subscribers table. A setting of 0 means that the user is not prompted when someone subscribes to his or her presence.

By default, the Default Policy and Service: Medium presence policies are installed when you deploy Microsoft Lync Server 2010. The following table describes the specific settings of the two presence policies. Presence PoliciesPolicy name Description CategorySubscriptions PromptedSubscribers

Default Policy

Policy for typical users. This is the default presence policy.

1000

200

Service: Medium Policy for applications that

1000

0

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Policy name

Description

CategorySubscriptions

PromptedSubscribers

require more users to subscribe to the objects presence.

Enable Users for Enterprise VoiceAfter installing files for one or more Mediation Servers, configuring outbound call routing, and optionally deploying one or more advanced Enterprise Voice features, use the following procedures to enable a user to make calls using Enterprise Voice: Note: Of the following procedures, only the first can be performed using Lync Server Control Panel. For the remaining procedures, you can only use Lync Server Management Shell. Enable the user account for Enterprise Voice. (Optional) Assign the user account a user-specific voice policy. (Optional) Assign the user account a user-specific dial plan. To enable a user account for Enterprise Voice 1. From a user account that is assigned to the CsUserAdministrator role or the CsAdministrator role, log on to any computer in your internal deployment. 2. Open a browser window, and then enter the Admin URL to open the Lync Server Control Panel. For details about the different methods you can use to start Lync Server Control Panel, see Installing and Using Administrative Tools. 3. In the left navigation bar, click Users. 4. In the Search users box, type all or the first portion of the display name, first name, last name, Security Accounts Manager (SAM) account name, SIP address, or line Uniform Resource Identifier (URI) of the user account that you want to enable, and then click Find. 5. In the table, click the user account that you want to enable for Enterprise Voice. 6. On the Edit menu, click Show details. 7. On the Edit Lync Server User page, under Telephony, click Enterprise Voice. 8. Click Line URI, and then type a unique, normalized phone number (for example, tel:+14255550200). 9. Click Commit. To finish enabling a user for Enterprise Voice, ensure that the user is assigned a voice policy and a dial plan, whether global (assigned by default) or user-specific. To assign an existing voice policy other than the global voice policy, run the GrantCsVoicePolicy cmdlet. Also ensure that the user is assigned a site- and service-specific, or user-specific dial plan. To assign an existing dial plan, run the Grant-CsDialPlan cmdlet. For

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details, see the Lync Server Management Shell documentation. Voice Policy Assignment You need to assign either a global voice policy or per-user voice policy to all user accounts that are enabled for Enterprise Voice. User accounts can use the global voice policy by default when you do not assign an existing voice policy that you created for specific users or groups of users. If you want to use the global voice policy for all users that are enabled for Enterprise Voice, you can skip this section and continue to Dial Plan Assignment section later in this topic. To assign a user-specific voice policy 1. From a user account that is assigned to the CsUserAdministrator role or the CsAdministrator role, log on to any computer in your internal deployment. 2. Start the Lync Server Management Shell: Click Start, click All Programs, click Microsoft Lync Server 2010, and then click Lync Server Management Shell. 3. To assign an existing voice policy you created for specific users or groups of users, run the following at the command prompt: Grant-CsVoicePolicy Identity PolicyName For example: Grant-CsDialPlan Identity Bob Kelly PolicyName VoicePolicyJapan In this example, the user with the display name Bob Kelly is assigned the voice policy with the name VoicePolicyJapan. For details about assigning a user-specific voice policy or about running the GrantCsVoicePolicy cmdlet, see the Lync Server Management Shell documentation. Dial Plan Assignment To complete user account configuration for either users of Enterprise Voice or users of dial-in conferencing, assign a dial plan. User accounts can use the global dial plan by default when you do not assign an existing dial plan that you created for specific users or groups of users. If you want to use the global dial plan for all users that are enabled for Enterprise Voice, you can skip this section. To assign a dial plan 1. From a user account that is assigned to the CsUserAdministrator role or the CsAdministrator role, log on to any computer in your internal deployment. 2. Start the Lync Server Management Shell: Click Start, click All Programs, click Microsoft Lync Server 2010, and then click Lync Server Management Shell. 3. To assign an existing site- and service-specific dial plan or user-specific dial plan, run the following at the command prompt:

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Grant-CsDialPlan Identity PolicyName For example: Grant-CsDialPlan Identity Bob Kelly PolicyName DialPlanJapan In this example, the user with the display name Bob Kelly is assigned the site- and service-specific dial plan with the name DialPlanJapan. For details about assigning a site- and service-specific dial plan or about running the GrantCsDialPlan cmdlet, see the Lync Server Management Shell documentation.

Configure Telephony for UsersTelephony settings are some of the individual settings of a user account that can be configured in Lync Server Control Panel for the user (that is, if the individual user has been enabled for Microsoft Lync Server 2010 and the organization supports telephony). Lync Server 2010 user telephony options include the following: Audio/video disabled The user cannot make calls with audio and video. PC-to-PC only The user can make only PC-to-PC audio or video calls. Enterprise Voice The user can use the Lync Server 2010 infrastructure to route all incoming and outgoing calls. The user can also make PC-to-PC calls. Remote call control The user can use Lync Server 2010 to control the desktop phone, and can also make PC-to-PC calls.

For details about configuring telephony for an organization, see Configure Telephony for Users and Deploying Enterprise Voice in the Deployment documentation. To configure telephony for a specific user account 1. From a user account that is assigned to the CsUserAdministrator role or the CsAdministrator role, log on to any computer in your internal deployment. 2. Open a browser window, and then enter the Admin URL to open the Lync Server Control Panel. For details about the different methods you can use to start Lync Server Control Panel, see Installing and Using Administrative Tools. 3. In the left navigation bar, click Users. 4. In the Search users box, type all or the first portion of the display name, first name, last name, Security Accounts Manager (SAM) account name, SIP address, or line Uniform Resource Identifier (URI) of the user account that you want, and then click Find. 5. In the table, click the user account that you want to modify. 6. On the Edit menu, click Modify. 7. In Telephony, do the following: To disable audio and video calls for the user, click Audio/video disabled. To enable PC-to-PC audio communications for the user, but not remote call control or Enterprise Voice, click PC-to-PC only. Specify a value for Line URI for the telephone

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that the user uses for PC-to-PC audio communications. To route the user's phone calls by using the Lync Server 2010 infrastructure in accordance with the class of service policy, including PC-to-PC audio communication, click Enterprise Voice. In Line URI, specify the telephone number for Enterprise Voice. In Dial plan policy and Voice policy, specify the appropriate policies for the user. To specify the normalization rules for translating phone numbers dialed by the user to the E.164 format, select the appropriate location profile in Location policy. To enable remote call control, which enables users to control their desktop phone line from Lync Server 2010 to make PC-to-PC calls and PC-to-phone calls, click Remote call control. In Line URI, specify the telephone number for remote call control. The user must have a desktop phone and private branch exchange (PBX) connection for call routing.

Managing Computers in Your TopologyTopics in this section provide step-by-step procedures for tasks you can perform using the Topology page in Lync Server Control Panel.

In This Section View a List of Computers Running Lync Server 2010 View the Status of Services Running on a Computer View Details About a Service Start or Stop Lync Server 2010 Services Prevent New Sessions for Services View Microsoft SIP Processing Language (MSPL) Server Applications Enable or Disable a Microsoft SIP Processing Language (MSPL) Server Application Mark a Microsoft SIP Processing Language (MSPL) Application as Critical or Not Critical View a List of Trusted Applications View the Simple URL Details

View a List of Computers Running Lync Server 2010You can use Lync Server 2010 Control Panel to view a list of all the computers that are running Lync Server 2010 in your topology and see the service status of each. You can sort the list by computer, pool, or site. To view a list of computers running Lync Server 1. From a user account that is assigned to any of the predefined administrative roles for Lync Server 2010, log on to any computer in your internal deployment. For details about

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the predefined administrative roles available in Lync Server 2010, see Role-Based Access Control in the Planning documentation. 2. Open a browser window, and then enter the Admin URL to open the Lync Server Control Panel. For details about the different methods you can use to start Lync Server Control Panel, see Installing and Using Administrative Tools. 3. In the left navigation bar, click Topology and then click Status. 4. On the Status page, do any of the following as needed: Sort the list by clicking the Computer, Pool, or Site column heading, and then clicking the up arrow or the down arrow. Click Refresh to view the most up-to-date list. Search for a specific computer by typing the computer name in the search field.

View the Status of Services Running on a ComputerYou can use Lync Server Control Panel to view all the services that are running on a specific computer in your Lync Server 2010 topology and see the status of each service. To view the status of services running on a computer 1. Open a browser window, and then enter the Admin URL to open the Lync Server Control Panel. For details about the different methods you can use to start Lync Server Control Panel, see Installing and Using Administrative Tools. 2. In the left navigation bar, click Topology. 3. On the Status page, sort or search the list as needed to find the computer you are interested in and then click the computer name. 4. Do any of the following: To see the latest status of services running on the computer, click Get service status. To see a list of specific services running on the computer and the status of each service, click Properties and then click Close to return to the list.

View Details About a ServiceYou can use Lync Server Control Panel to view details about each service that is running on a specific computer in your topology. You can view the status of each service and details such as the associated databases, ports, and dependent services. To view details for a service 1. From a user account that is assigned to any of the predefined administrative roles for Lync Server 2010, log on to any computer in your internal deployment. For details about

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the predefined administrative roles available in Lync Server 2010, see Role-Based Access Control in the Planning documentation. 2. Open a browser window, and then enter the Admin URL to open the Lync Server Control Panel. For details about the different methods you can use to start Lync Server Control Panel, see Installing and Using Administrative Tools. 3. In the left navigation bar, click Topology and then click Status. 4. In the Status page, sort or search through the list and then click the computer that you want to view. 5. Click Properties. 6. In the View Computer Detail window, sort the list of services, if necessary, and click the service you want to view. 7. Do any of the following as needed: To see the latest status of that specific service, click Get service status. To see the details for that specific service, click Properties and then click Close. To return to the list of all computers in your topology, click Close.

Start or Stop Lync Server 2010 ServicesYou can use Lync Server Control Panel to start or stop all the Lync Server 2010 services running on a specific computer or to start or stop a specific Lync Server 2010 service. To start or stop all Lync Server services on a computer 1. From a user account that is a member of the RTCUniversalServerAdmins group (or has equivalent user rights), or assigned to the CsServerAdministrator or CsAdministrator role, log on to any computer that is in the network in which you deployed Lync Server 2010. 2. Open a browser window, and then enter the Admin URL to open the Lync Server Control Panel. For details about the different methods you can use to start Lync Server Control Panel, see Installing and Using Administrative Tools. 3. In the left navigation bar, click Topology and then click Status. 4. On the Status page, sort or search through the list as needed to find the computer that is running the services you want to start or stop, and then click it. 5. Click Action. 6. Click Start All services or Stop All services. To start or stop a specific service 1. From a user account that is assigned to the CsUserAdministrator role or the CsAdministrator role, log on to any computer in your internal deployment. 2. Open a browser window, and then enter the Admin URL to open the Lync Server Control Panel. For details about the different methods you can use to start Lync Server Control

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Panel, see Installing and Using Administrative Tools. 3. In the left navigation bar, click Topology and then click Status. 4. On the Status page, sort or search through the list as needed to find the computer that is running the service you want to start or stop, and then click it. 5. Click Properties. 6. Sort the list of services, if necessary, and click the service you want to start or stop. 7. Click Action. 8. Click Start service or Stop service. 9. Click Close.

Prevent New Sessions for ServicesYou can use Microsoft Lync Server 2010 Control Panel to prevent new sessions for all the Lync Server 2010 services running on a specific computer or to prevent new sessions for a specific Lync Server 2010 service. To prevent new sessions for all Lync Server services on a computer 1. From a user account that is a member of the RTCUniversalServerAdmins group (or has equivalent user rights), or assigned to the CsServerAdministrator or CsAdministrator role, log on to any computer that is in the network in which you deployed Lync Server 2010. 2. Open a browser window, and then enter the Admin URL to open the Lync Server Control Panel. For details about the different methods you can use to start Lync Server Control Panel, see Installing and Using Administrative Tools. 3. In the left navigation bar, click Topology and then click Status. 4. On the Status page, sort or search through the list as needed to find the computer that is running the services for which you want to prevent new sessions, and then click it. 5. Click Action. 6. Click Prevent new sessions for all services. To prevent new sessions for a specific service 1. From a user account that is a member of the RTCUniversalServerAdmins group (or has equivalent user rights), or assigned to the CsServerAdministrator or CsAdministrator role, log on to any computer that is in the network in which you deployed Lync Server 2010. 2. Open a browser window, and then enter the Admin URL to open the Lync Server Control Panel. For details about the different methods you can use to start Lync Server Control Panel, see Installing and Using Administrative Tools. 3. In the left navigation bar, click Topology and then click Status. 4. On the Status page, sort or search through the list as needed to find the computer that is running the service you want to start or stop, and then click it.

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5. Click Properties. 6. Sort the list of services, if necessary, and click the service for which you want to prevent new sessions. 7. Click Action. 8. Click Prevent new sessions for service. 9. Click Close.

View Microsoft SIP Processing Language (MSPL) Server ApplicationsA Microsoft SIP Processing Language (MSPL) server application is a script-only application that uses a scripting language instead of the Microsoft Lync 2010 API. MSPL provides more granular control over filtering and proxy behaviors, in addition to a facility for dispatching specific messages to transaction-based SIP applications. MSPL is used specifically for filtering and routing SIP messages. MSPL applications run in the same process as the UserServices module, while a program that is based on the Lync 2010 API runs in a separate process. You can use the Server Application page in the Topology group of Lync Server Control Panel to see a list of MSPL server applications that run on Front End Servers in your Lync Server 2010 environment. The list shows the scripts that are available for each pool, as well as whether they are enabled or critical. The scripts run in the order they are listed. These scripts include the following: ClientVersionFilter provides the administrator with a way to specify the version of clients that are supported by a pool. The client version filter checks the client version and can either prevent the client from logging on or present the user with a message that indicates he or she is using a client that is not supported. The client version filter can also be configured to display a message to the user that contains the URL of the latest downloadable version of the client. TranslationService translates a number that a user dials to an E.164 number according to the normalization rules defined by the administrator. For details, see Translation Rules. IncomingFederation UserServices is the SIP Registrar, presence, and conferencing component of a Front End Server. It provides closely integrated IM, presence, and conferencing features built on top of the SIP Proxy. InterClusterRouting is responsible for routing calls to the callees primary Registrar pool. For details, see Front End Server VoIP Components. IIMFilter (Intelligent IM Filter) blocks messages that contain clickable URLs or that attempt to initiate file transfers. IIMFilter also checks the client version on behalf of the server. IIMFilter affects file transfers that are initiated by using either Microsoft Lync 2010, Communicator, or the Live Meeting 2007 client. By default, clickable links are disabled by adding an underscore character before the first character of the link. An administrator can change this behavior so that the link is blocked, in which case messages that contain clickable URLs or that attempt

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to initiate a file transfer are blocked by the server from reaching their intended destinations. IIMFilter is installed on all Lync Server except Proxy Servers and Archiving Servers. UserPinService is used to verify user personal identification numbers (PINs) for dial-in conferencing. DefaultRouting is the default routing application for servers running Lync Server. It is enabled by default. The routing application is installed on all Standard Edition and Enterprise Edition servers. ExumRouting routes calls to Exchange Server Unified Messaging (UM). ExumRouting determines the appropriate Exchange UM server to route the call to when there is a new voice mail message to deposit. ExumRouting also handles some other Exchange UM integration aspects, including routing to Auto Attendant and Subscriber Access. OutboundRouting determines the gateway that routes a call to a phone number according to the dialed number and the users dialing authorization. OutboundRouting also handles rerouting of calls if a gateway cannot process a call. QoEAgent receives Quality of Experience (QoE) data reports from endpoints through SIP SERVICE requests, and sends the data to the destination queue on the Monitoring Server or to third-party consumers using HTTP POST. For details, see Planning for Monitoring. OutgoingFederation AcpRouting IIMFilter OptionsHandler

Scripts that run on Edge Servers include the following:

See Also Enable or Disable a Microsoft SIP Processing Language (MSPL) Server Application Mark a Microsoft SIP Processing Language (MSPL) Application as Critical or Not Critical

Enable or Disable a Microsoft SIP Processing Language (MSPL) Server ApplicationYou can use Microsoft Lync Server 2010 Control Panel to enable or disable Microsoft SIP Processing Language (MSPL) server applications that run in your Lync Server 2010 environment. These applications are script-only applications that use a scripting language instead of the Microsoft Lync 2010 API. Not all scripts can be enabled or disabled. For instance, the DefaultRouting script is enabled and this option cannot be changed for DefaultRouting. To enable or disable an MSPL server application 1. From a user account that is a member of the RTCUniversalServerAdmins group (or has equivalent user rights), or assigned to the CsServerAdministrator or CsAdministrator role, log on to any computer that is in the network in which you deployed Lync Server 2010.

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2. Open a browser window, and then enter the Admin URL to open the Lync Server Control Panel. For details about the different methods you can use to start Lync Server Control Panel, see Installing and Using Administrative Tools. 3. In the left navigation bar, click Topology and then click Server Application. 4. On the Server Application page, click a column heading to sort the applications, if needed, and then click the server application that you want to modify. 5. Click Action. 6. Click Enable application or Disable application (that is, if the script supports this option). See Also View Microsoft SIP Processing Language (MSPL) Server Applications Mark a Microsoft SIP Processing Language (MSPL) Application as Critical or