[This is pre-release documentation and subject to change in future releases. This topic's current status is: Milestone-Ready]

Topic Last Modified: 2010-06-13

If you want to integrate Exchange Unified Messaging (UM) with Communications Server 2010, you must perform the tasks described in this topic. Also ensure that you review the planning and deployment best practices described in Guidelines for Integrating Unified Messaging and Communications Server. This topic assumes that you have deployed Communications Server 2010 with a collocated Mediation Server and enabled users for Communications Server, but not necessarily that you have performed all deployment and configuration steps to enable Enterprise Voice.

Unified Messaging Integration Process

Important:
It is important that you coordinate with your organization’s Exchange administrators to confirm the tasks that each of you will perform to assure a smooth, successful integration.

Phase Steps Permissions Documentation

Deploy one of the following:

  • Microsoft Exchange Server 2007 Service Pack 1 (SP1)

  • Microsoft Exchange Server 2010

Install the following Exchange Server roles in either the same forest or a different forest as Communications Server 2010:

  • Unified Messaging

  • Hub Transport

  • Client Access

  • Mailbox

Warning:
If Communications Server and Exchange Unified Messaging (UM) are installed in different forests, configure each Exchange forest to trust the Communications Server forest.
  • Enterprise Administrators (if this is the first Exchange Server in the organization)

  • Exchange Organization Administrator (if this is not the first Exchange Server in the organization)

See the appropriate documentation for your version of Exchange Server:

Create and configure a new Exchange UM SIP dial plan.

On the Exchange UM server, create a SIP dial plan based on your organization’s specific deployment requirements, and then associate a Unified Messaging server and users with the appropriate SIP dial plan.

Exchange Organization Administrator

In the Exchange 2007 documentation, see How to Create a Unified Messaging SIP URI Dial Plan.

In the Exchange 2010 documentation, see Create a UM Dial Plan.

Install certificates.

Download and install certificates for each Exchange UM server from a trusted root CA. The certificates are required for mutual TLS (MTLS) between the servers running Exchange UM and Communications Server.

Local Administrator

Configure Certificates on the Server Running Microsoft Exchange Server Unified Messaging

Configure security settings for the Exchange UM SIP dial plan.

To encrypt Enterprise Voice traffic, configure the security settings on the Exchange UM SIP dial plan as SIP Secured or Secured. This is an especially important step if you have deployed or plan to deploy Communicator “14” Phone Edition devices in your environment. For Communicator “14” Phone Edition devices to function in an environment with Exchange UM integration, Communications Server encryption settings must align with the Exchange UM dial plan security settings.

Exchange Organization Administrator

In the Exchange 2007 documentation, see:

In the Exchange 2010 documentation, see:

Configure VoIP Security on a UM Dial Plan.

Add Unified Messaging servers to the Exchange UM SIP dial plan.

To enable a newly installed Unified Messaging server to answer and process incoming calls, you must add the Unified Messaging server to a UM dial plan. In this case, add the server to the Exchange UM SIP dial plan.

  • Local Administrator

  • Exchange Server Administrators

In the Exchange 2007 documentation, see How to Add Unified Messaging Server to a Dial Plan.

In the Exchange 2010 documentation, see View or Configure the Properties of a UM Server.

Configure mailboxes with SIP addresses.

Assign SIP addresses to the mailboxes of Enterprise Voice users who will be using Exchange UM features.

  • Communications Server administrator

  • Exchange Recipient Administrator

In the Exchange 2007 documentation, see How to Add, Remove, or Modify a SIP Address for a UM-Enabled User.

In the Exchange 2010 documentation, see Add a SIP Address for a UM-Enabled User

Run the exchucutil.ps1 script.

On the Exchange UM server, open the Exchange Management Shell and run the exchucutil.ps1 script, which does the following:

  • Grants Communications Server permission to read Exchange UM Active Directory Domain Services objects, specifically, the SIP dial plans created in the previous task.

  • Creates a Unified Messaging IP gateway object in Active Directory Domain Services for each Communications Server Enterprise Edition pool or Standard Edition server that hosts users who are enabled for Enterprise Voice.

  • Creates an Exchange UM hunt group for each gateway. The hunt group pilot identifier will be the name of the dial plan that is associated with the corresponding gateway.

  • Exchange Organization Administrator

  • Exchange Recipient Administrator

Configure Unified Messaging on Microsoft Exchange

Run the Exchange UM Integration Utility.

On the Communications Server, run ocsumutil.exe, which:

  • Creates contact objects for subscriber access and auto attendant.

  • Validates that there is an Enterprise Voice dial plan with a name that matches the Exchange UMdialplan.FQDN.

RTCUniversalServerAdmins

Configure Communications Server to Work with Unified Messaging on Microsoft Exchange Server

Assign the dial plan to Communications Server pools.

Assign the dial plan to any pools that host users that are enabled for Enterprise Voice and Exchange UM.

RTCUniversalServerAdmins

If necessary, perform other Enterprise Voice configuration steps.

If you have not already configured Enterprise Voice settings on your servers or users, do one or more of the following:

  • Deploy and configure media gateways and Mediation Servers

  • Define voice policies, PSTN usage records, and outbound call routes.

  • Enable users for Enterprise Voice.

  • Optionally, configure specific users with dial plans.

Other configuration steps may be required depending on the Enterprise Voice features you enable.

  • RTCUniversalServerAdmins

  • RTCUniversalUserAdmins

In the Communications Server documentation, see topics in the following sections:

Enable Enterprise Voice users for Exchange UM.

On the Exchange UM server, ensure that a Unified Messaging mailbox policy has been created and that each user has a unique extension number assignment, and then enable the user for Unified Messaging.

Exchange Recipient Administrator

In the Exchange 2007 documentation, see How to Enable a User for Unified Messaging

In the Exchange 2010 documentation, see Enable a User for Unified Messaging.