1. Log on to the computer as a member of the RTCUniversalServerAdmins group, or as a member of the CsVoiceAdministrator, CsServerAdministrator, or CsAdministrator role. For details, see Delegate Setup Permissions.

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 Open Lync Server Administrative Tools.

3. In the left navigation bar, click Voice Routing and then click Dial Plan.

4. On the Dial Plan page, click New and select a scope for the dial plan:

   • Site dial plan applies to an entire site, except any users or groups that are assigned to a user dial plan. If you select Site for a dial plan’s scope, you must choose the site from the Select a Site dialog box. If a dial plan has already been created for a site, the site does not appear in the Select a Site dialog box.
     
     
   • Pool dial plan can apply to a public switched telephone network (PSTN) gateway or a Registrar. If you select Pool for a dial plan’s scope, choose the PSTN gateway or Registrar from the Select a Service dialog box. If a dial plan has already been created for a service (PSTN gateway or Registrar), the service does not appear in the list.
     
     
   • User dial plan can be applied to specified users or groups.
     
     

   Note:
   After you select the dial plan scope, it cannot be changed.

5. If you are creating a user dial plan, enter a descriptive name in the Name field on the New Dial Plan dialog box. After this name is saved, it cannot be changed.

   Note:
   For site dial plans, the Name field is prepopulated with the site name and cannot be changed. For pool dial plans, the Name field is prepopulated with the PSTN gateway or Registrar name and cannot be changed.

6. The Simple name field is prepopulated with the same name that appears in the Name field. You can optionally edit this field to specify a more descriptive name that reflects the site, service, or user to which the dial plan applies.

   Important:
   The Simple name must be unique among all dial plans within the Lync Server deployment. It cannot exceed 256 Unicode characters, each of which can be an alphabetic or numeric character, a hyphen (-), a period (.), a plus sign (+), or an underscore (_). Spaces are not allowed in the Simple name.

7. (Optional) In the Description field, you can type additional descriptive information about the dial plan.

8. (Optional) If you want to use this dial plan as a region for dial-in access numbers, specify a Dial-in conferencing region. If you do not want to use this dial plan for dial-in access numbers, leave this field empty.

   Note:
   Dial-in conferencing regions are required to associate dial-in conferencing access numbers with one or more dial plans.

9. (Optional) In the External access prefix field, specify a value only if users need to dial one or more additional leading digits (for example, 9) to get an external line. You can type in a prefix value of up to four characters (#, *, and 0-9).

   Note:
   If you specify an external access prefix, you do not need to create a new normalization rule to accommodate the prefix.

10. Associate and configure normalization rules for the dial plan as follows:

    • To choose one or more rules from a list of all normalization rules available in your Enterprise Voice deployment, click Select. In Select Normalization Rules, highlight the rules you want to associate with the dial plan and then click OK.
      
      
    • To define a new normalization rule and associate it with the dial plan, click New. For details about defining a new rule, see Defining Normalization Rules.
      
      
    • To edit a normalization rule that is already associated with the dial plan, highlight the rule name and click Show details. For details about editing the rule, see Defining Normalization Rules.
      
      
    • To copy an existing normalization rule to use as a starting point for defining a new rule, highlight the rule name and click Copy, and then click Paste. For details about editing the copy, see Defining Normalization Rules.
      
      
    • To remove a normalization rule from the dial plan, highlight the rule name and click Remove.
      
      

    Note:
    Each dial plan must have at least one associated normalization rule. For information about how to determine all of the normalization rules a dial plan requires, see Dial Plans and Normalization Rules in the Planning documentation.

11. Verify that the dial plan’s normalization rules are arranged in the correct order. To change a rule’s position in the list, highlight the rule name and then click the up or down arrow.

    Important:

    Lync Server traverses the normalization rule list from the top down and uses the first rule that matches the dialed number. If you configure a dial plan so that a dialed number can match more than one normalization rule, make sure the more restrictive rules are sorted above the less restrictive ones. The default Prefix All normalization rule ^(\d{11})$ matches any 11-digit number. For example, if you add a normalization rule that matches 11-digit numbers that start with 1425, make sure that Prefix All is sorted below the more restrictive ^(1425\d{7})$ rule.

12. (Optional) Enter a number to test the dial plan and then click Go. The test results are displayed under Enter a number to test.

    Note:
    You can save a dial plan that does not yet pass the test and then reconfigure it later. For details, see Test Voice Routing.

13. Click OK.

14. On the Dial Plan page, click Commit, and then click Commit all.

    Note:
    Any time you create a dial plan, you must run the Commit all command to publish the configuration change. For details, see Publish Pending Changes to the Voice Routing Configuration in the Operations documentation.

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