Wiley Professional Live Communications Server
Contents
1. Introducing Microsoft Unified Communications Instant Messaging and integrated voice communications have become an everyday business and a personal necessity The demand for Instant Messaging alone has increased dramatically over the past several years and is predicted to become the preferred communication solution over e mail in the near future Within the past year billions of instant messages were sent each day and will cer tainly increase due to the overwhelming popularity of having direct real time access to colleagues friends and family at the click of a button Today s youth which includes my own children already communicate with one another via Instant Messaging using popular applications such as Yahoo Messenger AOL Instant Messenger and MSN Messenger These applications have also emerged in small and enterprise businesses as preferred communication tools as a result of the immediate contact they enable The use of Instant Messaging in the enterprise is changing the perception of Instant Messaging as an entertainment solution to a real world business critical application Of course as Instant Messaging becomes more prevalent in the business community security remains a primary concern With the new threat of SPIM Instant Messaging Spam and Instant Messaging viruses IM poses great risks to business organizations Despite these risks and along side the need for a secure unified communications solution many other challenges face2. 2005 client and are ready for instant communication as depicted in Figure 1 18 a Microsoft Office Communicator Joe Connect Contacts View Actions Help Joe Schurman Connected Innovation LLC v Online LLES Enter name or number Asentus 0 1 Connected Innovation Team 2 5 F5 0 2 gt IM Logic 2 6 gt Microsoft 20 50 Microsoft ASIA 1 2 gt Microsoft EMEA 2 9 p Microsoft Federal 0 4 Microsoft LATAM 0 5 r PIC Contacts 0 3 2 joe schurman messengeruser com Offline v joe schurman sbcglobal net Offline o schurman533 aol com Offline Other Contacts 1 1 Click a contact to view more information _ amp cal nA E Details Actions 7 Figure 1 18 Another noteworthy aspect regarding communication between LCS and PIC contacts is that when a con tact s status changes in Communicator 2005 it is displayed in whatever way the public Instant Messaging client application is set to display the contact s status For example when a contact s presence status is set to Away in Communicator 2005 the presence status for this individual is listed as Stepped Out in Yahoo Messenger All in all the PIC service within LCS enables greater reach without sacrificing the security of enterprise data 27 Chapter 1 Telephony Integration Converged communications is becoming a necessity in today s marketplace With Live Communications Server 2005 wi
3. business users today Based on surveys and polls taken over the past two years the most common chal lenges include the following Q Travel Telecommuting Distributed teams and global communication Time to market pressures Access to information and subject matter experts COCoovo do Cost reduction Chapter 1 Business users today are under serious pressure to provide even greater efficiency in all of their assigned tasks With new government sanctions for compliance reduced labor and the globalization of the workplace with outsourcing the ability to access information and expertise while reducing travel and associated costs is extremely difficult Time to market pressure has increased with the pressure applied to companies to provide products and results to validate shareholder investments The corporate land scape has changed as well with reduced travel increased telecommuting and geographic disparity with outsourcing and globalization of the workforce All of these challenges demand solutions to increase productivity and collaboration while reducing costs The Microsoft Unified Communications platform has placed a focus on providing a solution for each of these challenges leaving time for innovation and ingenuity The purpose of this chapter is to provide an overview of the Microsoft Unified Communication platform and to introduce Microsoft Office Live Communications Server 2005 with Service Pack 1 a product that address
4. lists and block and allow settings The Live Communications Server Back End Server requires Microsoft SQL Server 2000 with Service Pack 3a at a minimum and at present Microsoft SQL Server 2005 is currently being tested for full support Leveraging SQL Server database functionality enables scalability 11 Chapter 1 in that SQL Server can be clustered for performance and fail over purposes SQL Server databases can also be attached to back end Storage Area Network SAN storage systems for even more storage capacity Figure 1 5 shows a diagram depicting the Live Communications Server Back End Server within a Live Communications Server environment Resources I Active Directory AA Business Unit AD Groups NO Business Unit AD Users a ment CA a ue Global Catalog Server LCS gt Back End Servers Figure 1 5 12 LCS Access Proxy Meli LCS Director S a Load Balancer TLS LCS Back End SQL CLUSTERED Certificate Servers EXTERNAL ACCESS Certificate INTERNAL ACCESS Certificate LCS IM Archiving Server Introducing Microsoft Unified Communications Within a Live Communications Server deployment it is important to place emphasis on back up and restore services for the Live Communications Server Back End SQL Servers so that if data is lost on one server it is available on either the clustered server or back up tape drive Re
5. A oy Business Unit ae AD Users ae TLS Global Catalog nS O O Senyer Load Balancer INTERNAL ACCESS N24 M archiving l Q Agent ig Certificate Certificate Certificate Certificate l a LCS Back End SQL Servers a ae LCS IM CIUSTERER Archiving Server E Figure 1 1 Chapter 1 Live Communications Server Proxy Applications that provide Instant Messaging and real time communications are becoming more com mon than ever Leveraging the Live Communications Server Proxy organizations can build real time applications using the LCS Proxy as an interface between applications that use the Live Communications Server service and the Live Communications Server Enterprise Edition or Standard Edition servers The Live Communications Server Proxy acts as an application proxy as depicted in Figure 1 2 enabling data transfer to and from applications that are utilizing the LCS service Resources ACCESS ioe LCS Access Proxy ge oe Certificate Active NO Business Unit AD Groups Business Unit AD Users Directory Enterprise CA CF RS ie TLS LCS Direptor gt LCS Proxy N N Global Catalog 1 Server Load Balancer Certificate Certificate Certificate LCS Back End SQL Servers CLUSTERED i Figure 1 2 EXTERNAL lt LCS Proxy INTERNAL ACCESS LCS IM Archiving Server Introducing Microsof
6. CS Director INTERNAL ACCESS Certificate LCS IM Archiving Server Figure 1 4 shows a diagram depicting a Live Communications Server Enterprise Edition pool server within a Live Communications Server environment The Live Communications Server Enterprise Edition architecture provides excellent support for organi zations that are dispersed globally Large organizations can deploy Live Communications Server pools in different locations to limit the bandwidth of users communicating overseas or to simply provide a highly scalable and highly available service to its users 10 Introducing Microsoft Unified Communications EXTERNAL ACCESS Resources ae LCS Access Proxy l S NV Active Directory Ae Bisi Q gt se usiness Unit D AD Groups ue A LCS Director Enterprise CA Business Unit E AD Users ue Global Catalog Beis see a 2 Ne toy Server Load Balancer Certificate INTERNAL ACCESS LCS Enterprise Edition Pool Servers lt Ics Pool Servers U if Certificate Certificate Certificate Certificate i Meli LCS Back End SQL Servers a P LCS IM CLUSTERED Archiving Server Figure 1 4 Live Communications Server Back End Servers The Live Communications Server Back End Server maintains all of the LCS configuration information as well as LCS user data This information includes presence information server configuration data contact
7. P URI SIP uses the SERVICE method to add or search for contacts The SERVICE method uses Simple Object Access Protocol SOAP to carry these data transac tions Remember that the Live Communications Server Back End Server will receive data when a user adds a contact to his or her contacts list or changes other client settings so the SERVICE method needs to use a messaging protocol that is transaction based in order to do this i e SOAP SIP clients use the SUBSCRIBE method to subscribe to specific events including presence status and contact settings such as the allow and block profiles It also enables clients to be added to contact lists and groups 18 Introducing Microsoft Unified Communications Microsoft Office Communicator 2005 utilizes these SIP methods for client registration and to send mes sages between clients and servers Figure 1 8 depicts an example of SIP methods that are used by Microsoft Office Communicator 2005 lt lt Joe Schurman Conversation Joe Elle Edit Actions Tools Help amp 4 Participants 2 z John Doe 1ce Schurmar LCS 2005 SP1 Environment Instant Message John Doe 1 16 PM urman 1 16 PM NEGOTIATE Settings OPTIONS Video Collab INVITE MESSAGE NOTIFY BYE a Ame gt lse Last message received on 3 15 2006 at 1 16PM Figure 1 8 SIP Messages Using the methods described in the previous section SIP me
8. TN services or 1 800 calling services such as MCI LCS uses the LCS PSTN Gateway to transfer and translate data between the internal LCS environment and the PSTN service to provide seamless integration When PSTN integration is enabled Communicator 2005 enables individuals to create Live Meeting Web conferences and participate in conference calls directly from one client This combined solution provides ease of use for a Communicator 2005 user and a truly converged communication client application Microsoft Office Communicator 2005 Web Access To provide customers with the capability to deploy Microsoft Office Communicator to almost any desk top Microsoft released a web accessible client to LCS with the Microsoft Office r Communicator 2005 Web Access CWA application CWA is especially useful for organizations that have tight control over their users desktop applications and it can reduce deployment time frames dramatically CWA provides Instant Messaging and presence features only and it does not enable the advanced telephony integration and sharing features that are available in the desktop client Figure 1 19 depicts the CWA client application Microsoft Office Communicator 2005 Mobile Extending Microsoft Office Communicator 2005 even further the Microsoft Office Communicator 2005 Mobile client known by its nickname CoMo provides client access to LCS via a mobile device With CoMo contacts can take their presence on the roa
9. ant Messaging but integrated video voice and collaboration communication Although many people think of teenagers as the prime users of Instant Messaging and webcams using popular technologies that include Yahoo Messenger AOL Instant Messenger and MSN Messenger these applications have emerged in the business landscape and are rapidly becoming a preferred tool of communication over e mail Why not You can now reach someone immediately and in return receive an immediate response As suggested earlier the main issue involved with enabling these popular applications within a business enterprise today is that public network messaging applications do not provide the level of security that businesses require to protect corporate data and communications SIP Architecture SIP is divided into three different components A SIP proxy receives client requests and then determines where to forward these requests to other SIP servers With regard to Live Communications Server a client using Microsoft Office Communicator 2005 sends a SIP request to an LCS SIP proxy server which sends the request to a Live Communications Server pool server or Standard Edition server The Live Communications Server pool server or Standard Edition server then acts as the next component of an SIP server a SIP redirect server A redirect server receives requests from a SIP proxy or a SIP client direc tory and then responds to a client as to where the message is to be sent The fi
10. c Instant Messaging Connectivity PIC service with Yahoo MSN and AOL Enabling connectivity without the use of a VPN connection has become a new standard for Microsoft enterprise server products including Microsoft Exchange Server 2003 Remote access is a required feature for enterprise organizations as it enables the capability to offer collaboration and communication solutions to partners customers branch offices and external resources Figure 1 1 depicts the Live Communications Server 2005 SP1 Access Proxy server As Live Communications Server penetrates the marketplace LCS enabled organizations want the capa bility to connect with other organizations that are also running Live Communications Server within their environment This connectivity between Live Communications Server environments is called federation Federation enables multiple organizations that have deployed Live Communications Server to commu nicate with one another directly or through what is called a Live Communications Server clearing house solution such as companies that are members of industry specific organizations Both the federated and clearing house connectivity options require the Live Communications Server Access Proxy Introducing Microsoft Unified Communications EXTERNAL ACCESS Resources ee LCS Access Proxy p Certificate ane Directory Sa SS usiness Unit N g AD Groups LCS lt m_ _ m LCS Director Remote Access Enterprise C
11. d and never skip a beat CoMo provides contacts with the IM and presence features similar to that of the CWA client so that a contact can take part in IM ses sions when needed 28 Introducing Microsoft Unified Communications Microsoft Office Communicator Web Access Microsoft Internet Explorer n Ear File Edit View Favorites Tools Help Qtak gt fe a g A search Favorites meda amp 7 Address 8 https jim microsoft com x Go Lnks Ca mesorom Ca Communicator Web Access 8 Important Before you sign in to Communicator Web Access turn off pop up blocking software For this site Sign in name Domain user Password 1 Sign in as wj Sonn Language Endish I m using 4 private computer Done A meme Erem HE e mn LB windows Task Manager 3 Microsoft Office Com TJ Microsoft Office Com f Dmm gy 1 13PM Figure 1 19 What I personally love about the CoMo client is that I have the capability to search for contacts I do not have in my contacts list on my device including a list of published numbers for each contact If you are a geek like me you purchase a new Microsoft Windows Mobile device as soon as the latest one hits the shelves What is great about CoMo is that I never have to worry about whether or not I have a contact in my mobile contacts list With IM presence and search functionality within CoMo you are in total control Summary The purpose of this chapt
12. ecurity 20 Transport Layer Security TLS is the security protocol that is enabled for use within a Live Communications Server environment to provide encryption and authentication trusts between LCS clients This book provides an overview of TLS so I encourage you to read the RFC 2246 for TLS As the next evolution of SSL TLS continues to provide an encrypted transport for messaging traffic to be sent and received Enabling TLS within a Live Communications Server environment like SSL in a web server environment requires a Public Key Infrastructure PKI which requires certificate con figuration and application on both the client and server devices Live Communications Server requires each server to have a TLS certificate installed while the root Enterprise Certificate Authority that issued the server certificates must be trusted on the client device whether it is a laptop desktop or mobile device Figure 1 9 shows an architecture diagram that depicts how TLS and Mutual Transport Layer Security MTLS described in the following section are used for client to server and server to server communi cations within a Live Communications Server environment Live Communications Server does not require TLS for client to server communication as it offers TCP as its default communication protocol and uses Active Directory to authenticate users but it does require MTLS for server to server communication which means if you are deploying a LCS Ent
13. ep us posted on how we can assist la a Cal Work 1 720 2404641 ve Send Maj v stmir microsoft com Send Instant Message Additional Actons Cal Work 1 720 2404641 Cal Computer Add or Edit Phone Numbers David Brandt DENVER t Tuesday November 29 2005 9 14 PM Eric Savoldi Steve Milroy Connected Innovation LLC David Clark Teer greener yr fie Rue C Junk E mail 10 Ganni NVER Joe Schurman Connected Innovation LLC W Outbox amp Add to Outlook Contacts Charles Fox Mark Reida Sj Sent Items 7 i ject RE Custom functionality to Communicator P al Look up Outlook Contact B LJ Search Folders B Archive Folders a Outlook Properties a s was able to come up with some possible solutions for the customer and is demoing to them tomorrow I will let Charles update us after the meeting B amp Mailbox Joe Schurman Conn ton aw war mre Miroy Connected Innovation LLC 8 2 2005 E Steve Myers A Steve Myers 9 15 2005 Steve TAC Kabina Fundraiser We certainly do appreciate your insight and offer and we will make sure the ta Steve Myers 9 10 2005 customer is aware of what you can do etc as part of a possible solution Ed Steve Myers 9 9 2005 Thanks David Brandt Figure 1 15 25 Chapter 1 A Untitled Whiteboard using whiteboard with 1 others Sie File Edit View Tools Help Whiteboard is co
14. er was to introduce Microsoft Unified Communications by providing an overview of all of the components that are included in the Unified Communications suite of applica tions Chapter 2 discusses how Microsoft Unified Communications fits in the enterprise as existing applications such as IBM Sametime have dominated the market for some time Also covered in the next chapter are deployment time frames and what a typical UC project can consist of when deploying Live Communications Server 2005 and Communicator 2005 for enterprise customers 29
15. erprise Edition pool or multiple LCS servers you will need to enable MTLS connectivity between servers Enabling TLS within your Live Communications Server environment will provide the level of security that is required to encrypt and authenticate messages between your Live Communications Server users and servers Resources af SS Active Directory Sh mount CA ee ue Global Catalog Server NO Business Unit AD Groups Business Unit AD Users Certificate Figure 1 9 MTLS LCS Access Proxy x i LCS Director i 7 8 Load Balancer I Certificate I CLUSTERED Access via TLS INTERNAL S Introducing Microsoft Unified Communications EXTERNAL ACCESS Certificate LCS Remote Access via TLS LCS Internal ACCESS Certificate Certificate LCS Back End SQL Servers S LCS IM Archiving Server Live Communications Server also uses Mutual Transport Layer Security MTLS to configure a trust between Live Communications Server servers A server certificate is applied within the Live Communications Server console to enable a MTLS connection from one Live Communications Server to another with an Extended Key Usage EKU setting of Server Authentication MTLS is also used to pro vide secure connectivity to the public Instant Messaging networks which include Yahoo MSN and AOL 21 Chapter 1 Introducing Microsoft Office Communicator 2005 Without the Micro
16. es the aforementioned business challenges by providing a unified platform of real time communi cation and collaboration solutions This chapter covers the following Microsoft Unified Communications components Q Live Communications Server 2005 with Service Pack 1 Q Session Initiation Protocol SIP Q Transport Layer Security TLS Q Microsoft Office Communicator 2005 Introducing Microsoft Office Live Communications Server with SP 1 Part of the Microsoft Office System and the Microsoft Unified Communications suite of products Live Communications Server 2005 SP1 provides enterprise level security scalability and performance by offering a flexible infrastructure and enterprise platform that enables real time communication and col laboration The launch of Live Communications Server 2005 SP1 was the answer to numerous customer and industry requested features including telephony integration and call control features Instant Messaging threat protection and filtering and the most exciting feature of them all Public Instant Messaging Connectivity PIC The PIC feature within Live Communications Server now provides the capability to communicate with popular public Instant Messaging applications including Yahoo Instant Messenger AOL Instant Messenger MSN Messenger and a new client application called Microsoft Office Communicator 2005 With the Communicator 2005 client a user can now seamlessly communi cate with co workers business part
17. g Unified Communications product is the Live Communications Server client Microsoft Office Communicator 2005 Microsoft Office Communicator 2005 is the new client for Live Communications Server 2005 SP1 With features that include Instant Messaging audio video communication white boarding application sharing and conferencing capabilities the Communicator 2005 client has gained enormous popularity especially with public Instant Messaging integration and telephony integration A major feature of the Communicator 2005 client is the capability to integrate with existing telephony services With the Remote Call Control RCC feature the Communicator 2005 client application controls a Private Branch Exchange PBX phone system that provides users with features such as call answering and call forwarding This feature enables users to make and accept calls and forward calls to other phone numbers truly liberating users from their desktop phone Another telephony integration feature of Communicator 2005 is the Public Switched Telephone Network PSTN service With PSTN integra tion individuals can use the Communicator 2005 client to leverage conference calling services and Voice over Internet Protocol VoIP conversations Microsoft Office Live Meeting 2005 To reduce travel costs and to increase global communication Microsoft has released an additional Microsoft Unified Communications product Microsoft Office Live Meeting 2005 With Live Meeting bu
18. garding the back up support of a Live Communications Server Back End server note that the LCS system is a real time system so log shipping and tape backups will not provide a real backup of the system therefore they are not sup ported as part of a Live Communications Server environment Enabling SQL Server clustering for an LCS environment supports a scenario whereby should one Live Communications Server Back End Server fail the Live Communications Server service continues to be operational Conversely in an LCS environment with only one Live Communications Server Back End Server should that server fail then all Live Communications Server services terminate immediately Live Communications Server IM Archiving The Live Communications Server IM Archiving Service is an optional service that enables archiving of Instant Messages sent between LCS users Enabling the IM Archiving Service provides businesses with the capability to archive communications of individual users The IM Archiving Service is a powerful feature that continues to push the privacy boundaries nonetheless it is a necessary service for compa nies that want to archive communications for security or compliance purposes The IM Archiving Service like the Live Communications Server Enterprise Edition Server requires Microsoft SQL Server 2000 with Service Pack 3a With SQL Server maintaining archived messages organizations can build cus tom reports that provide transcripts of actua
19. icrosoft MSDE supporting up to 15 000 users per server Live Communications Server 2005 SP1 Enterprise Edition provides a scalable and high performance LCS deployment that includes load balancing a tiered architecture and a back end SQL Server database with cluster support supporting 20 000 users per server Included with the available Standard and Enterprise Edition versions of the software Live Communications Server provides additional server roles to enable specific features for a Live Communications Server deployment This section provides an overview of the following server roles that are available which provide additional features such as IM Archiving remote access branch office access routing and telephony integration Live Communications Server Access Proxy Live Communications Server Proxy Live Communications Server Director Live Communications Server Front End Pool Servers Live Communications Server Back End SQL Server Database Live Communications Server IM Archiving Server Cocovocoece oOo Live Communications Server SIP PSTN Gateway Live Communications Server Access Proxy A Live Communications Server 2005 SP1 Access Proxy Server is used to enable remote access for users connecting to a Live Communications Server environment without the need for a Virtual Private Network VPN connection It is also used for federation with other Live Communications Server environments and to enable integration with the popular Publi
20. ily dependent upon Instant Messaging applications specifically within trading organizations and call centers Most messaging occurs between co workers but a recent trend has seen a shift in which partners and customers are reliant on Instant Messaging as well This dependency has also attracted parties that are interested in leveraging these com munications for their own purposes both benign and malicious As SPAM has attacked the e mail com munity SPIM a new form of SPAM is quickly becoming prevalent in Instant Messaging applications Introducing Microsoft Unified Communications today Business owners and information technology IT decision makers have been faced with securing these communications or banning them completely When contemplating which type of Instant Messaging application to deploy three scenarios present themselves The first scenario is to enable public Instant Messaging applications provided by companies such as Yahoo MSN AOL and others which creates a major security breach The second scenario is to ban Instant Messaging applications altogether which will result in employee business partner and customer dissatisfaction or users who decide to install and use Instant Messaging applications against company policy The third scenario is to provide users with a client that is secure and manageable If a com pany decides to choose the third scenario to deploy a secured and managed Instant Messaging applica tion limited o
21. iminating the need for travel Chapter 1 The Business Value of Presence While mobile communications have brought contacts closer than before the game of phone tag is still being played Instant Messaging technologies present something that telecommunications compa nies do not offer regarding the ability to view the status of a given contact Within Instant Messaging applications contacts can utilize basic presence settings such as Offline Online and Away but with Microsoft Office Communicator 2005 contacts have enhanced presence status settings with features such as integration with PBX and PSTN services and the Microsoft Office Outlook 2003 Calendar pres ence and schedule With the provided integration functionality the Communicator 2005 client will update status automatically based on the availability of the individual For example if individuals are scheduled to be in a meeting per their Outlook 2003 calendar then their Communicator 2005 client will automatically update to the status of In a Meeting Now an individual s co workers can see that the contact is signed into the system but is in a meeting and should not be disturbed unless absolutely necessary Many organizations are now globally dispersed with employees working in other countries and in multi ple time zones With presence enabled applications co workers customers and business partners can decide to use e mail instead of Instant Messaging to send a commu
22. is method initiates a SIP message including the identifying information for each SIP client as well as the type of message that is to be exchanged Instant Message Collaboration etc The INVITE method initiates all sessions and is the root method for SIP The MESSAGE method is used for SIP Instant Messaging sessions The MESSAGE method contains the actual text message body that one contact sends to another The NEGOTIATE method is used to implement settings such as message compres sion When used this is the first SIP message that servers will exchange after TLS negotiation has completed and before user level SIP data is exchanged SIP clients receive a NOTIFY method response when a SUBSCRIBE event occurs An example of the NOTIFY method in LCS is when a Microsoft Office Communi cator 2005 client receives a notification that they have been added to a contact list The OPTIONS method is used by a SIP client to determine which features have been enabled by the SIP service or other SIP compliant devices Regarding Live Communications Server the Microsoft Office Communicator 2005 client will ver ify the options available for a contact to use during messaging sessions The SIP REFER method is more commonly known in the VoIP world for forward ing calls Within Microsoft Office Communicator 2005 you can forward incoming calls to a mobile phone using the REFER method The REGISTER method is used to sign users in using their assigned SI
23. l messages that have been sent between users of the system which can be helpful for compliance purposes For example for companies that must adhere to compli ance policies such as HIPPA and Sarbanes Oxley the Live Communications Server IM Archiving Service is a great feature for conversation record retention In addition the archived messages can be integrated with existing record retention applications which maintain existing digital records and messages from other applications such as e mail and data within an enterprise environment Figure 1 6 shows a diagram depicting the Live Communications Server IM Archiving Service within a Live Communications Server environment Third party providers such as IMlogic and Akonix have enhanced the Live Communications Server IM archiving solution by providing more robust and compliance related features I recommend the use of the IMlogic IM Manager application for Live Communications Server This solution provides superior features for IM archiving and compliance For more information visit IMlogic s website at www imlogic com Live Communications Server SIP PSTN Gateway Another powerful feature of Live Communications Server 2005 SP1 is the integration of telephony services such as Voice over Internet Protocol VoIP Private Branch eXchange PBX integration and Public Switched Telephone Network PSTN integration To enable integration between your Live Communications Server environment and a PSTN se
24. n that they are sent together by an initiating client The ACK method verifies that the session has been initiated BYE The BYE method terminates the SIP session This method would be used by a con tact that has finished its session with another contact and is ready to exit the session CANCEL A CANCEL method is used by a client that may have a pending message request that it wants to cancel terminating the request but not the session This would be used if a contact wanted to initiate a collaboration sharing session with another contact and then decided to cancel the request although both contacts could continue other messaging requests such as Instant Messaging each other Table continued on following page 17 Chapter 1 SIP Method Method Description INFO INVITE MESSAGE NEGOTIATE NOTIFY OPTIONS REFER REGISTER n ERVICE SUBSCRIBE The INFO method is used to notify a SIP client about information regarding the contact or contacts with whom a specific contact is initiating a message For example in LCS when a Microsoft Office Communicator 2005 client is Instant Messaging another user the INFO method is used to indicate whether the other contact is typing a message The INFO method is also used with 3PCC gateways that allow you to control and view events for your desktop phone These INFO messages send commands to the PBX and are used to receive events from the PBX Th
25. nal SIP component is an SIP registrar server which receives a SIP client request and then maps that client to a specific SIP uniform resource identifier URI The SIP URI is the sign in name that LCS users will use to sign into the LCS service It is important that you first outline what the SIP URI for your company or customer will be before deploying LCS as the SIP URI will be a user s identity for all Microsoft Unified Communications products Currently the best practice is to use a client s e mail address as the SIP URI such as 16 Introducing Microsoft Unified Communications userl1 companyname com Properly planning how the company will set SIP URIs for each client will prove useful in later stages of a Live Communications Server deployment and for future use of Microsoft Unified Communications products SIP Methods Session Initiation Protocol uses its own methods to communicate SIP messages between SIP clients and SIP servers Similar to other Internet protocols SIP provides a messaging structure SIP messages include the following methods Coococoddcococeocvodco D INVITE ACK BYE CANCEL OPTIONS REGISTER SUBSCRIBE NOTIFY MESSAGE INFO SERVICE NEGOTIATE REFER Each SIP message request requires a method a SIP URI and the version of SIP that the message request is using The following table describes briefly each SIP method SIP Method Method Description ACK The ACK and INVITE message are synonymous i
26. ners customers friends and family with one client application The purpose of Microsoft s unified communications vision is not only to supply customers with a solution that fits their immediate needs but also to provide a foundation for future development and enhance ments As many companies are starting to implement Instant Messaging and real time communications technologies within their enterprise infrastructure Live Communications Server provides a complete solution and one that is integrated within the Microsoft Office suite of products Moreover it provides Introducing Microsoft Unified Communications an application interface to enable communications presence and collaboration features to be built into custom applications By building the Unified Communications products within the Office suite of prod ucts Microsoft was able to provide customers with desired features within products with which they are already familiar Millions of users start their day with Microsoft Office including Microsoft Outlook Excel PowerPoint and SharePoint The Unified Communications vision is to provide interoperability with the Office suite of products to increase productivity while maintaining desktop familiarity and ease of use Realizing their original vision only three years later users can now work within one suite of applications rather than manage separate and disconnected applications Microsoft Office Communicator 2005 Another excitin
27. network The Director receives the requests from the Access Proxy and then authenticates and transfers each user to a Live Communications Server Standard Edition or Enterprise Edition server Figure 1 3 shows a diagram depicting the Live Communications Server Director within a Live Communications Server environment Although the Live Communications Server Director is not a required component of a Live Communications Server environment it is heavily recommended It helps buffer external communications and handles integration with telephony based services such as the PBX and PSTN services which most enterprise and mid market companies utilize The Live Communications Server Director provides a layer of abstraction for the Live Communications Server Access Proxy as well so that custom applications that leverage the Live Communications Server APIs do not have direct access into the system With a Live Communications Server Director deployed these applications will have a route configured within the Live Communications Server Director console which allows for better management and control of the internal Live Communications Server environment Live Communications Server Front End Servers Live Communications Server 2005 SP1 Enterprise Edition is deployed using the concept of a pool of servers That may be alarming to customers who are already concerned about the amount of required servers to support a Live Communications Server environment but in order
28. nication expecting a response whenever the individual is online again This is part of the Microsoft Unified Communications vision combining Exchange Server and Outlook with Live Communications Server Communicator 2005 and Live Meeting Another scenario includes waiting for an individual to become available With Microsoft Office Communicator 2005 contacts can not only see each other s presence but also when they will be available again With the Communicator 2005 tagging feature contacts can tag one another so that when they become available or online a message is presented to the awaiting contact letting them know that the contact they tagged is now available for communication The value of presence is so great that Microsoft decided to build presence integration within many products starting with the Office system as the foundation by enabling presence within Microsoft Office Live Meeting and SharePoint SharePoint Portal Server and Windows SharePoint Services To further extend presence integration Microsoft has provided an application interface for Live Communications Server to enable presence functionality within custom developed applications Providing Secure Communications In many businesses today Instant Messaging has become the preferred method of interpersonal commu nication surpassing e mail and it will likely become the preferred method of online communication within the next 5 10 years Many companies are already heav
29. nvironment which requires digital certificates to authenticate trusted users and servers within an LCS environment Implementing certificates within your Live Communications Server environment will ensure a chain of trusted authentication from client to server Leveraging certificates with Live Communications Server provides encryption for Instant Messaging conversations Implementing anti virus solutions for your Live Communications Server environment is as critical as securing e mail communications a lesson learned after many infamous viruses such as the Melissa and I Love You viruses With the provided security features included with Live Communications Server 2005 SP1 companies can secure their environment in numerous ways by disabling URLs within Instant Messaging conversations by preventing SPIM using the SPIM filter tool by encrypting communi cations using Transport Layer Security by preventing viruses using solutions such as the Microsoft owned Sybari Antigen product and by managing the entire environment via Group Policy settings Chapter 1 Live Communications Server 2005 SP1 Server Roles Live Communications Server 2005 SP1 is available in two separate versions that vary according to size and type of deployment Live Communications Server 2005 SP1 Standard Edition is targeted at smaller businesses or single server implementations as the Standard Edition only requires one server and includes a scaled down database using M
30. o their contact list Q File Transfer File transfer shown in Figure 1 12 is provided to enable quick access to sharing and sending of files between contacts To enhance your LCS environment utilize the anti virus integration capabilities to cleanse files before they are received lt Q Joe Schurman Conversation aax File Edit Actions Tools Help amp t H John Doe Joe Schurman Instant Message John Doe 1 16 PM hello there Joe Schurman 1 16 PM hi Afo e Saes Last message received on 3 13 2006 at 1 16 PM Figure 1 10 22 Introducing Microsoft Unified Communications Microsoft Office Communicator SoG Connect Contacts View Actions Help JohnDoe Online Joe Schurman Busy LCS Team 1 1 Joe Schurman Busy Other Contacts 0 1 windows Mobile Offline Joe Schurman Busy joes comnectedinnovation com Calendar Free until 3 15 PM h call gt i Details Actions gt Figure 1 11 K Joe Schurman Conversation Sax File Edit Actions Tools Help amp m gi HO a e John Doe 2 Joe Schurman content that the system administrator has blocked John Doe 1 21 PM iam going to send you a file Joe Schurman 1 22 PM ok thx Joe Schurman 1 22 PM which one John Doe 1 22 PM sends ce FA New Rich Text Document rtf 1 KB m Afort Ge pl Seveas Send Last mes
31. ol tool m lt gt EE iai maHa aion D1 4 me IB Figure 1 16 Public Instant Messaging Connectivity Integration One of the most exciting and most anticipated features of Live Communications Server 2005 SP1 is the Public Instant Messaging Connectivity PIC service With PIC LCS users have the ability to add and con tact users of a public network from their Microsoft Office Communicator 2005 client These conversations are then secured using Mutual Transport Layer Security MTLS Figure 1 17 shows a diagram depicting the PIC architecture for external connectivity to public Instant Messaging applications including Yahoo AOL and MSN over a secured MTLS connection Enterprise A MTLS a msn A MTLS a Q J vv 2005 LCS 2005 I Access Proxy Access Proxy LCS 2005 SIP Proxy LCS LCS Client Client ai a MESSENGER S i Or SIP Proxy Figure 1 17 26 Introducing Microsoft Unified Communications Although the diagram depicted in Figure 1 17 showcases integration with the three most popular Instant Messaging applications the Live Communications Server service can integrate with other provisioned public Instant Messaging services as long as the services provide a proxy that allows Session Initiation Protocol SIP based communications Once enabled users have the ability to add PIC contacts to their Microsoft Office Communicator
32. ptions are available Essentially customers need to decide between Live Communications Server and alternative options such as IBM Sametime The problem with products like IBM Sametime is that when deployed users lose the ability to communicate with contacts who are using MSN Yahoo or AOL Instant Messaging clients With Live Communications Server and Communicator 2005 companies can provide their users with a single client that includes connectivity to public Instant Messaging net works and other LCS environments securely Live Communications Server dominates the market with this solution as other applications such as Trillion require users to have an account set up with each pub lic Instant Messaging provider before they can establish communication With Live Communications Server and Communicator 2005 there is one client and one account which enables direct access to all the public Instant Messaging networks Beyond the rich features and capabilities of the Microsoft Office Communicator 2005 client Live Communications Server provides multiple layers of security The first level of security is enabled with the integration of Live Communications Server and Active Directory LCS uses Active Directory to authenticate users of the Live Communications Server service by validating a user s Active Directory account Adding another layer of protection LCS provides Transport Layer Security TLS for client connectivity to the Live Communications Server e
33. rvice such as Verizon Business or British Telecom the LCS environment must be configured with a Live Communications Server SIP PSTN Gateway The Live Communications Server SIP PSTN Gateway enables users to place a VoIP call using Microsoft Office Communicator 2005 13 Chapter 1 Resources ce uF SZ Active Directory o T Enterprise CA P He NY Global Catalog Server Business Unit AD Groups NO Business Unit AD Users Certificate Figure 1 6 LCS Access Proxy Certificate j LCS Director Certificate Certificate Certificate LCS Back End SQL Servers CLUSTERED EXTERNAL ACCESS INTERNAL ACCESS LCS IM Archiving Service LCS IM Archiving Server Figure 1 7 shows a diagram depicting the Live Communications Server PSTN Gateway within a Live Communications Server environment The Live Communications Server PSTN Gateway component is another step in Microsoft s collaborative offerings to enhance the way people communicate within one another without boundaries making com munications more productive Live Communications Server 2005 SP1 also provides integration with 14 Introducing Microsoft Unified Communications existing PBX systems by providing Remote Call Control RCC to control the phone line in order to receive and make calls using the Communicator 2005 client No longer are you limited to your desk phone If you are away from the office
34. s not only instant messages but also multimedia communications as a whole In relation to Live Communications Server Microsoft Office Communicator 2005 and Windows Messenger both initiate SIP requests to a Live Communications Server and the Live Communications Server responds to each client by sending and receiving instant messages invoking collaboration requests that include whiteboard sharing and invoking video and voice communications This is why when enterprises are interested in integrating Live Communications Server with their VoIP service the VoIP routers and phones must be SIP compliant in order to provide a seamless connection Session Initiation Protocol is the primary multimedia messaging protocol and it is heavily used not only by Live Communications Server but also by VoIP PSTN and PBX providers as these solutions are becoming increasingly popular in the commercial and residential markets You ve likely heard the Vonage Woo Hooo commercial more than one million times The point is that telephony services instant communications and collaboration are now both here and in demand and Live Communications Server is the best interface for this technology with the release of Microsoft Office Communicator 2005 Real time communications have become a necessity among business and consumer markets The demand for instant communications between individuals has reached an unprecedented level com munications that include not only Inst
35. sage received on 3 13 2006 at 1 22 PM Figure 1 12 Mode Type With MOC you can take part in a messaging conversation in one of three modes handwrite type or convert Tablet PC users now have the option to handwrite their instant messages to contacts as shown in Figure 1 13 23 Chapter 1 S Joe Schurman Conversation oag File Edit Actions Tools Help amp tag 0 John Doe 3 ioe Schurman Joe Schuman 5 18 PM hi there John Doe 5 18 PM hello Joe Schurmon 5 19 PM sends Tae CaA Afot Sr wasr Send Last message received on 3 27 2006 at 5 19 PM Figure 1 13 Q Conversation Type MOC provides the capability to create Instant Messaging audio video or telephony conversations as shown in Figure 1 14 Participants 2 John Doe G Joe Schurman O e penaing intaton Joe Schurman has accepted your request to have a video conversation John Doe 1 25 PM hello Joe Schurman 1 25 PM hi Joe Schurman 1 25 PM sorry for the horrible image of the guy in your window there John Doe 1 26 PM no problem AfFont Gay eas Switch Video Stop wt Show Full Screen Video Send Last message received on 3 13 2006 at 1 25 PM Figure 1 14 24 Introducing Microsoft Unified Communications Q Presence With MOC contacts are enabled with presence status which can be modified indi
36. siness users now have the ability to launch products mobilize meetings and conferences provide live and on demand training services and present new ideas without connection boundaries Integrated with PSTN services and the capability to record meeting and audio sessions Live Meeting enables true meeting productivity without the need for travel Live Meeting enhances the Unified Communications portfolio by providing event services online business meetings training customer support and presen tation capabilities All of this is made possible with features such as PowerPoint Office Document PDF and other data resource uploading These features enable users to enjoy vibrant presentation white boarding and application sharing including live demonstrations and attendee interaction with surveys polls and attendee mood awareness With Live Meeting presentations and training sessions can be real ized regardless of where the participants are located each service can be cast remotely with only one requirement an Internet connection With Live Meeting attendee interaction functionality presenters and trainers can obtain instant feedback and more intelligent pre meeting or event attendee intelligence through the Live Meeting registration system Rounding out the Microsoft Unified Communications vision Live Meeting provides capabilities that meet today s business challenges by enabling cost effective collaboration and communication by reducing or el
37. soft Office Communicator 2005 client Live Communications Server would just be a service The attraction to the Live Communications Server solution is primarily due to the features and functionality present in the Communicator 2005 client with its capability to enable secure Instant Messaging communication and telephony integration as well as the capability it offers to connect with public Instant Messaging contacts through one client application This section highlights some of the most popular features within Microsoft Office Communicator 2005 For more detailed information please visit the Microsoft Live Communications Server website via www microsoft com lcs Communicator 2005 Features Microsoft Office Communicator 2005 is packed full of features and functionality beyond Instant Messaging Based on customer requests and common use of existing Instant Messaging application features Communicator 2005 provides the following features out of the box Instant Messaging Instant Messaging is provided for Communicator 2005 users to contact one another or public Instant Messaging applications such as Yahoo Messenger AOL Instant Messenger and MSN Messenger as shown in Figure 1 10 Q Contact Search This feature provides the capability to search for a contact by name as shown in Figure 1 11 During a contact search a user enters the name of an individual or group and instantly can view the contact s presence without having to add the resource t
38. ssages are used to communicate requests and responses between SIP clients and SIP servers The following is an example of a SIP request message INVITE sip joes connectedinnovation com SIP 2 1 Via SIP 2 0 UDP workstation1 connectedinnovation com Max Forward 70 To Joe lt sip joes connectedinnovation com gt From Dan Willis lt sip danw awesome com gt tag 456 Call ID 972 555 5555 192 168 1 102 CSeq 1 INVITE Contact lt sip danw awesome com gt Content Type application sdp Content Length 200 19 Chapter 1 In this example Dan Willis is sending an invitation to initiate a messaging session with me If I want to communicate with Dan even when it s 2 A M I will respond with the following SIP response message SIP 2 0 200 OK Via SIP 2 0 UDP workstation1 connectedinnovation com To Joe lt sip joes connectedinnovation com gt tag 987 From Dan Willis lt sip danw awesome com gt tag 123 Call ID 972 555 5555 192 168 1 102 CSeq 1 INVITE Contact lt sip joes connectedinnovation com gt 192 168 1 103 Content Type application sdp Content Length 200 As you can see SIP messages contain the information required for one contact to communicate with another contact much like our mobile and digital phones use to contact one another for example when someone calls you on the phone and you see the Caller ID Caller ID is one of many settings that are negotiated between callers Introducing Transport Layer S
39. t Unified Communications The Live Communications Server Proxy provides developers with the capability to write custom real time applications that leverage the LCS Application Programming Interfaces APIs Exposing these components also enables developers to integrate existing Line of Business LOB applications to take advantage of the communication collaboration and presence features of the Live Communications Server service For example integrating LCS with mapping and Geographical Information System GIS systems mobile applications or even workflow applications provides existing applications with enhanced features The Live Communications Server Proxy also provides branch office access to an LCS environment By using an LCS Proxy instead of having remote offices all connect through an LCS Access Proxy directly the LCS Proxy can compress the packets sent from these users to the LCS server environment The LCS Proxy then sends these client requests to the LCS Access Proxy to route the users to their appropriate LCS server Live Communications Server Director While LCS Access Proxy Servers enable remote connectivity into a Live Communications Server envi ronment the Live Communications Server Director performs the authentication of the remote user within Active Directory By design the Live Communications Server Access Proxy Server does not access the internal directory because an Access Proxy is meant to live on the outside edge of the
40. th Service Pack 1 and Microsoft Office Communicator 2005 organizations now have the ability to integrate telephony features Instant Messaging and Audio Video communications all within one application Integration with new and legacy PBX systems and PSTN services is provided as an out of the box feature with minor configuration PBX Integration LCS supports the Computer Supported Telecommunications Applications CSTA over SIP protocol which is accepted by most PBX providers For legacy PBX applications LCS requires a third party solu tion such as the Genesys GETS service which translates SIP over CSTA communications to legacy PBX systems Newer PBX systems will support SIP natively without the need for this SIP CSTA bridge but most companies are reluctant to upgrade their PBX systems because they have been in place for decades Therefore as a consultant when deploying LCS for a customer it is important to have some familiarity with these third party solution providers e g Genesys Nortel Mitel and others When integrating your LCS environment with a legacy or new PBX system Communicator 2005 is enabled with Remote Call Control RCC which provides individuals with the ability to control their desk phone to accept return and forward phone calls directly from the application PSTN Integration Where LCS PBX integration provides local calling features within Communicator 2005 PSTN integration with LCS provides connectivity with PS
41. to provide a scalable and highly available solution the pool architecture enables a Live Communications Server environment with a redundant amount of servers enabling servers to be removed and replaced in case of system failure or to support growth i e adding more users to the system easing the pain of enterprise Information Technology administrators A Live Communications Server pool comprises Live Communications Server pool servers Front End Enterprise Edition Servers and Live Communications Server Back End SQL Servers Each Live Communications Server pool can provide service for up to 100 000 users Each LCS pool server communicates with other servers in the pool to provide highly available user support This communication occurs over a newly introduced transport called Mutual Transport Layer Security MTLS which is an enhanced version of Secured Sockets Layer SSL that provides encryption of the communi cation between users and servers Chapter 1 Resources Ce L lt Active Directory Se Enterprise CA Ss LCS Access Proxy NO Business Unit AD Groups Business Unit AD Users X LCS Director NS NX Global Catalog rer S Ei serv r Load Balancer ana FO or Wedd ae ch X aol LCS Enterprise Edition Pool Servers MTLS ao Certificate Certificate Certificate LCS Back End SQL Servers CLUSTERED g Figure 1 3 EXTERNAL ACCESS Certificate L
42. vid ually or by using advanced status with direct integration with Microsoft Office 2003 as shown in Figure 1 15 QO Application Sharing MOC provides contacts with the capability to share applications includ ing the desktop with one another Q Whiteboard With the MOC Whiteboard feature contacts can express ideas and thoughts by using a shared whiteboard application as shown in Figure 1 16 QO Office Integration MOC provides direct integration with the Microsoft Office system with integration into Microsoft Outlook 2003 for calendar presence and the capability to be started within Office programs such as Microsoft Word Excel PowerPoint and SharePoint Portal Server 2003 More information related to integration with Microsoft Office 2003 is covered in Chapter 3 Q Telephony Integration MOC and LCS provide integration into PBX and PSTN services to pro vide contacts with a truly integrated communications client Edt View Go Tools Actons lLiveMeetng Help z 332 h Reniy Reniy to Forward RE Custom functionality to Communicator E Steve Milroy Connected Innovation LLC David Brandt DENVER Eric Savoldi David Clark DENVER Joe Schurman Connected Innovation LLC Ty Urvesd Ma J Steve Miroy Connected Innovation LLC is Onine Away 2 For Follow Up 61 E Sent Items E Free for next 8 hours Charles Fox Mark Reida All Mail Folders E Office MOBILE nds good ke
43. you can still receive calls made to your office line directly from the Communicator 2005 client In addition once a call is received you have other telephony features available such as call transferring so that you can transfer an incoming call to your mobile phone or device of choice EXTERNAL ACCESS Resources g LCS Access Proxy LE S Active Directory SS ae Business Unit Li aa AD Groups Certificate 9 PE LCS PSTN Q Ao LCS Bier or Gateway Enterprise CA Business Unit lt D AD Users ee EC lt LCS PSTN Gateway RS Global Catalog Server Load Balancer INTERNAL ACCESS ee en ed TIS Seo Soe oa i an ered nial Certificate LCS Enterprise Edition Pool Servers MTLS BS SG Certificate Certificate Certificate Certificate LCS Back End SQL Servers E ee ee LCS IM mine feneD Archiving Server 3 Figure 1 7 15 Chapter 1 Introducing Session Initiation Protocol Session Initiation Protocol SIP is the protocol that Live Communications Server uses to transfer mes sages between Live Communications Server clients While this book introduces SIP for its use within Live Communications Server I recommend that you read the Request for Comment RFC 3261 avail able via the Internet by browsing to www iet org rfc rf c3261 txt To describe SIP in laypersons terms SIP messages are initiated by a client application that requests information from a SIP server SIP manage
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