There are two types of users who can use the outdialing feature in Unified Messaging: authenticated and unauthenticated. The users who call in to a subscriber access number configured on a UM dial plan are unauthenticated at first. All users who call in to a UM auto attendant are unauthenticated. When users call in to a subscriber access number, they are considered unauthenticated because they haven't provided their extension number and PIN and signed in on to their Exchange 2010 mailbox. The following figure illustrates the outdialing process for an unauthenticated user.

Users are authenticated after they provide their extension number and PIN and successfully sign in to their Exchange 2010 mailbox. The following figure illustrates the outdialing process for a user who has been authenticated.

When users call in to a subscriber access number configured on a UM dial plan and try to place or transfer a call without signing in to their Exchange 2010 mailbox, only the UM dial plan outdialing settings will apply to the call. Users are unauthenticated because they didn't sign in to their mailbox. However, when anonymous or unauthenticated users call in to a UM auto attendant, both the outdialing settings configured on the auto attendant and the outdialing settings configured on the dial plan associated with the auto attendant are applied to the call.

When users call in to the subscriber access number configured on a dial plan and successfully sign in to their Exchange 2010 mailbox, they become authenticated users. The configuration settings from the UM dial plan and the UM mailbox policy associated with the authenticated user are both applied to any outdialing calls the user makes.

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There are several settings that you must configure to apply outdialing rules for your organization. To control outdialing, you must configure the UM dial plans, UM auto attendants, and UM mailbox policies that you have created. The following outdialing settings are configured on dial plans, auto attendants, and UM mailbox policies:

• Outside line, country/region, and international access codes
  
  
• National number prefixes
  
  
• In-country/region and international number formats
  
  
• Configured in-country/region and international dialing rule groups
  
  
• Allowed in-country/region and international dialing rule groups
  
  
• Dialing rule entries
  
  
• Dialing restrictions
  
  

For you to successfully configure outdialing for your Exchange 2010 organization, you must first understand how each component can be used with outdialing and how the component must be configured. The following table introduces each component that must be configured on UM dial plans, UM auto attendants, and UM mailbox policies to enable outdialing to function correctly.

Outdialing components

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We recommend that you follow the steps in the following figure when you configure outdialing on your dial plans, auto attendants, and UM mailbox policies, to ensure that outdialing functions correctly.

Configuring outdialing

A dialing rule group is a collection of one or more dialing rule entries configured on a UM dial plan. There are two types of dialing rule groups that can be configured on a UM dial plan: in-country/region and international. In-country/region dialing rule groups apply to telephone numbers dialed within the same country or region. International dialing rule groups apply to international telephone numbers dialed from one country or region to another country or region.

Each UM dial plan can contain one or more dialing rule groups. However, to apply a dialing rule group to a set of users, after you create the dialing rule group, you must add the configured dialing rule group to the list of allowed dialing rule groups on the UM dial plan and on the UM auto attendants and UM mailbox policies associated with the UM dial plan.

Dialing rule groups enable you to specify dialing rule entries that you want to apply to a group of UM-enabled users who fall into a specific category. For example, you can use dialing rule groups to specify which group of users can place international calls and which group can only make in-state or local calls. You can create a dialing rule group using the Exchange Management Console or the Set-UMDialPlan cmdlet in the Exchange Management Shell. When you create a dialing rule group, you must define at least one dialing rule entry for the dialing rule group.

When a number is dialed by a user, the Unified Messaging server takes the telephone number and looks for a match in the dialing rule entries. If a match is found, the dialing rule entry configured on the dialing rule group is applied. The Unified Messaging server looks at the dialing rule entry to determine the number to dial by looking at the telephone number or digits listed in the DialedNumber section of the dialing rule entry. The number listed in the DialedNumber section of the dialing rule entry will be dialed by the Unified Messaging server.

The following table shows an example of dialing rule groups and dialing rule entries. In this example, Local-Calls-Only and Low-Rate are the dialing rule groups that have been created. The dialing rule group Local-Calls-Only has two dialing rule entries: 91425* and 91206*, and the dialing rule group Low-Rate also has two dialing rule entries: 91509* and 91360*.

Dialing rule groups and dialing rule entries

For example, when a user dials 9-1-425-555-1234, the telephone number that the Unified Messaging server dials is 4255551234. The Unified Messaging server will remove any nonnumeric characters (in this example, the hyphens) and apply the number mask from the dialing rule entry. In this example, the Unified Messaging server will apply the number mask 91*. This tells the Unified Messaging server not to dial the 9 or the 1, but to dial all the other numbers in the telephone number that appear to the right of the number 1. This includes all the numbers represented by the asterisk (*).

You can use the EMC or the Shell to create and configure single or multiple in-country/region and international dialing rule groups and dialing rule entries. However, if you're creating many or complex dialing rule groups and dialing rule entries, you can use a comma-separated value (.csv) file in the Exchange Management Shell. You can import or export a list of dialing rule groups and dialing rule entries.

To import a list of dialing rule groups and dialing rule entries that you've defined in a .csv file, run the Set-UMDialPlan cmdlet, as follows.

	Copy Code
Set-UMDialPlan "MyUMDialPlan" -ConfiguredInCountryOrRegionGroups $(IMPORT-CSV c:\dialrules\InCountryRegion.csv)

To retrieve a list of the dialing rule groups configured on a UM dial plan, run the Get-UMDialPlan cmdlet, as follows.

	Copy Code
(Get-UMDialPlan -id "MyUMDialPlan").ConfiguredInCountryOrRegionGroups | EXPORT-CSV C:\incountryorregion.csv

The .csv file must be created and saved in the correct format for the file to be used. Each line in the .csv file represents one dialing rule entry. However, each dialing rule entry is configured on the same dialing rule group. Each entry in the file will have four sections separated by commas. These sections are name, number mask, dialed number, and comment. Each section is required, and you must enter the correct information in each section except for the comment section. There should be no spaces between the text entry and the comma for the next section, nor should there be any blank lines in between entries or at the end. The following is an example of a .csv file that can be used to create in-country/region dialing rule groups and dialing rule entries.

Name,NumberMask,DialedNumber,Comment

Low-rate,91425xxxxxxx,9xxxxxxx,Local call

Low-rate,9425xxxxxxx,9xxxxxxx,Local call

Low-rate,9xxxxxxx,9xxxxxxx,Local call

Any,91*,91*,Open access to in-country/region numbers

Long-distance,91408*,91408*,long distance

The following is an example of a .csv file that can be used to create international dialing rule groups and dialing rule entries.

Name,NumberMask,DialedNumber,Comment

International, 901144*, 901144*, international call

International, 901133*, 901133*, international call

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Dialing rule groups are created on a UM dial plan. You can create in-country/region or international dialing rule groups using the EMC or the Set-UMDialPlan cmdlet in the Shell. After you create the appropriate dialing rule groups on a UM dial plan and define the dialing rule entries, you can apply the dialing rule groups that you created to a UM dial plan, a UM auto attendant, or to users who are associated with a UM mailbox policy, depending on how the user accesses the Unified Messaging system.

You can apply the dialing rule groups that you created on a UM dial plan to the following:

• Same dial plan   The settings will apply to all users who call in to the subscriber access number but don't sign in to their Exchange 2010 mailbox. To apply an in-country/region dialing rule group named MyAllowedDialRuleGroup to the same dial plan, use the Exchange Management Shell Set-UMDialPlan cmdlet, as follows.
  
  

  	Copy Code
  Set-UMDialPlan -Identity MyUMDialPlan -AllowedInCountryOrRegionGroups MyAllowedDialRuleGroup

• Single or multiple UM mailbox policies   The settings configured on a UM mailbox policy will apply to all users who are associated with a specific UM mailbox policy. The settings configured on a UM mailbox policy apply to users who call in to a subscriber access number and sign in to their Exchange 2010 mailbox. To apply an in-country/region dialing rule group named MyAllowedDialRuleGroup to a single UM mailbox policy, use the Dialing Restrictions tab in the EMC or use the Set-UMMailboxPolicy cmdlet in the Shell, as follows.
  
  

  	Copy Code
  Set-UMMailboxPolicy -Identity MyUMMailboxPolicy -AllowedInCountryOrRegionGroups MyAllowedDialRuleGroup

• Single or multiple auto attendants associated with the UM dial plan   This will apply to all users who call in to a UM auto attendant. To apply the in-country/region dialing rule group named MyAllowedDialRuleGroup to a single UM auto attendant, use the Exchange Management Shell Set-UMAutoAttendant cmdlet, as follows.
  
  

  	Copy Code
  Set-UMAutoAttendant -Identity MyUMAutoAttendant -AllowedInCountryOrRegionGroups MyAllowedDialRuleGroup

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The following table summarizes the way that dialing rule groups are applied in Unified Messaging.

Applying outdialing rules

The outdialing process happens when:

• A Unified Messaging server places a call to an external telephone number for a caller.
  
  
• A Unified Messaging server transfers a call to an auto attendant.
  
  
• A Unified Messaging server transfers a call to a user in your organization who is UM-enabled or not UM-enabled.
  
  
• A UM-enabled user uses the Play on Phone feature found in Outlook 2007 or Outlook Web App in Exchange 2010.
  
  

In each outdialing scenario, a Unified Messaging server will apply the outdialing rules that have been configured, and then place the call for the user. However, depending on the scenario and how the call is initiated by the user, a Unified Messaging server may apply only some of the outdialing rules to the telephone number being dialed. In other outdialing scenarios, the Unified Messaging server may apply all the outdialing rules configured to the telephone number being dialed. The outdialing rules applied are based on how the call was initiated and are illustrated in the following figures.

The following figure illustrates how outdialing rules are applied when a user uses the Play on Phone feature to place a call.

The following figure illustrates how outdialing rules are applied when a user places a call to a personal contact.

The following figure illustrates how outdialing rules are applied when a user who is UM-enabled places a call to another UM-enabled user.

The following figure illustrates how outdialing rules are applied when a user who is UM-enabled places a call to a user who isn't UM-enabled.

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