Topic Last Modified: 2011-01-31
When deploying IP phones in your organization, use this checklist to guide you through the process.
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Best Practices for Deploying Devices For the best audio quality, we recommend the following:
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Plan for the Migration and Coexistence of Devices
If you are migrating devices from previous versions of Microsoft Office Communications Server to Microsoft Lync Server 2010, move the user accounts from Office Communications Server to Lync Server 2010. When you have moved to Lync Server and the user accounts have been moved to Lync Server, the next time the device receive an update, it will restart and automatically migrate from Office Communications Server to Lync Server.
Select Devices and Documentation
- Decide how many devices to deploy and what kind. For details,
see Choosing New
Devices in the Planning documentation.
- If you’re buying new phones, identify and purchase the devices
that you want. For details, see Choosing New Devices
in the Planning documentation.
- Identify the documentation that users can read to guide them
through setup. For details, see relevant Quick Start and Work Smart
guides.
Confirm Prerequisites
- Deploy Microsoft Lync Server 2010, Front End Server, and check
that Web Services is running.
- Deploy Microsoft Lync Server 2010, Mediation Server or gateways
for telephony. For details, see Deploying Enterprise
Voice.
- Set up your network for external access, if you’re allowing it.
For details, see System and
Infrastructure Requirements for Devices in the Planning
documentation.
- Set up dial plans and call routes for users.
- Enable Enterprise Voice for users. For details, see Deploying Enterprise
Voice.
Tip: Run a script to verify that users are enabled correctly for Enterprise Voice. For a list of all enabled users, at the command prompt, run: Get-CsUser | Where-Object {$_.EnterpriseVoiceEnabled -eq $True} | Select Identity, EnterpriseVoiceEnabled
. For a list of all users that includes information about which users are enabled, at the command prompt, run:Get-CsUser | select DisplayName, EnterpriseVoiceEnabled
.
Perform Pre-Deployment Tasks
- Create the required DNS and DHCP records. For details, see
System and
Infrastructure Requirements for Devices in the Planning
documentation.
- Adjust dial plans and outbound call routes for users, and set
up voice policies, as needed. For details, see Create a Dial Plan
and Configuring
Voice Policies, PSTN Usage Records, and Voice Routes in the
Microsoft Lync Server 2010 Control Panel Help. Set up the
appropriate voice policies for users, or review default polices by
running the Grant Lync Server Management Shell cmdlet
for the policy. For details about the Lync Server Management Shell,
at the command prompt, run:
Copy Code Get-Help Grant-CsClientPolicy -Full |
- If you’re deploying common area phones, create a contact object
for each device, and configure the phones. For details, see
Configuring
Common Area Phones.
- Set up test devices.
Provision and Prepare Users
- Run a script to verify that users are enabled correctly for
Enterprise Voice, if you’re using it. For a list of all enabled
users, at the command prompt, run:
Copy Code Get-CsUser | Where-Object {$_.EnterpriseVoiceEnabled -eq $True} | Select Identity, EnterpriseVoiceEnabled
Copy Code Get-CsUser | select DisplayName, EnterpriseVoiceEnabled
- Set the in-band policies, with logging levels, for devices.
- If you are deploying any of the new IP phones (the Aastra
6725ip desk phone, the Aastra 6721ip common area phone, the Polycom
CX600 desk phone, the Polycom CX500 common area phone, and the
CX3000 conference or common area phone), assign an authentication
personal identification number (PIN) to each user, or decide to let
users set the PIN for themselves. An administrator can set the PIN
from the Lync Server Control Panel or from Lync Server Management
Shell (using the Set –CSClientPIN cmdlet); for details, see
Set-CsClientPin in
the Lync Server Management Shell documentation. A user can set the
PIN by visiting the Dial-in Conferencing Settings and PIN
Management page.
- Download the latest software updates from the Microsoft
website, and deploy them to test devices
- Ensure that users can access the documentation that you are
providing about how to use the device. For details, see relevant
Quick Start and Work Smart guides.
Set up Devices
- If the devices are being deployed externally, make sure that
the devices have been logged in to the network successfully before
being used externally. Devices must download certificates
internally once before they can be used externally. For details,
see the “Connection Process for External IP Phones” section in
Device
Connection Process in the Operations documentation.
- Give the user the device, documentation, and PIN, if
available.
- Check call detail recording (CDR) to make sure that the user
has received and made calls and successfully logged in while in the
corporate environment. For details, see Call Detail Recording
(CDR) Database Schema.
Support and Monitor the Deployment
- Use Quality of Experience (QoE) reports. For details, see
Quality of
Experience (QoE) Database Schema.
- Generate device update reports by using the IP Phone Inventory
tool.
- Use other monitoring tools, including CDR reports. For details,
see Call Detail
Recording (CDR) Database Schema.
- Check the Microsoft website every three months for updates.