Topic Last Modified: 2011-01-31

When deploying IP phones in your organization, use this checklist to guide you through the process.

Tip:
Best Practices for Deploying Devices

For the best audio quality, we recommend the following:
  • To separate Voice over IP (VoIP) traffic from other network traffic, configure the virtual local area network (VLAN) that the devices connect to to provide only VoIP connectivity.

  • Deploy Direct Access, instead of remote access, to remote users who are using USB devices.

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

  1. Decide how many devices to deploy and what kind. For details, see Choosing New Devices in the Planning documentation.

  2. If you’re buying new phones, identify and purchase the devices that you want. For details, see Choosing New Devices in the Planning documentation.

  3. Identify the documentation that users can read to guide them through setup. For details, see relevant Quick Start and Work Smart guides.

Confirm Prerequisites

  1. Deploy Microsoft Lync Server 2010, Front End Server, and check that Web Services is running.

  2. Deploy Microsoft Lync Server 2010, Mediation Server or gateways for telephony. For details, see Deploying Enterprise Voice.

  3. 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.

  4. Set up dial plans and call routes for users.

  5. 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

  1. Create the required DNS and DHCP records. For details, see System and Infrastructure Requirements for Devices in the Planning documentation.

  2. 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 |
    
  3. 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.

  4. Set up test devices.

Provision and Prepare Users

  1. 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
    
    For a list of all users that includes information about which users are enabled, at the command prompt, run:

    Copy Code
    Get-CsUser | select DisplayName, EnterpriseVoiceEnabled
    
  2. Set the in-band policies, with logging levels, for devices.

  3. 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.

  4. Download the latest software updates from the Microsoft website, and deploy them to test devices

  5. 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

  1. 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.

  2. Give the user the device, documentation, and PIN, if available.

  3. 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

  1. Use Quality of Experience (QoE) reports. For details, see Quality of Experience (QoE) Database Schema.

  2. Generate device update reports by using the IP Phone Inventory tool.

  3. Use other monitoring tools, including CDR reports. For details, see Call Detail Recording (CDR) Database Schema.

  4. Check the Microsoft website every three months for updates.