Polycom­Microsoft Integrated Solution Deployment Guide Phase 3 Copyright © 2006 Polycom, Inc. All Rights Reserved Catalog No. DOC2222A Version 1 Proprietary and Confidential The information contained herein is the sole intellectual property of Polycom, Inc. No distribution, reproduction or unauthorized use of these materials is permitted without the expressed written consent of Polycom, Inc. Information contained herein is subject to change without notice and does not represent commitment of any type on the part of Polycom, Inc. Polycom and Accord are registered trademarks of Polycom, Inc. Notice While reasonable effort was made to ensure that the information in this document was complete and accurate at the time of printing, Polycom, Inc., cannot assume responsibility for any errors. Changes and/or corrections to the information contained in this document may be incorporated into future issues. Polycom-Microsoft Deployment Guide Table of Contents Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1-1 About this Guide .................................................................................... 1-2 Microsoft--Polycom Environment ...................................................... 1-3 Environment Requirements .................................................................. 1-5 Microsoft--Polycom Environment Setting . . . . . . .2-1 Microsoft--Polycom Environment Configuration ............................ 2-2 Procedure 1--Setting Up a Server As the Windows Domain Controller ......................................................................................... 2-2 Procedure 2--Extending the Active Directory Schema ............ 2-3 Procedure 3--Live Communications Server Installation and Activation ......................................................................................... 2-6 Procedure 4--LCS User Account Definition and Client Access Configuration .................................................................................. 2-7 Procedure 5--Creating a SIP Network Service in the MGC Environment .................................................................................. 2-11 Procedure 6--Defining the MGC Unit as Trusted in the LCS 2-22 Procedure 7-- Setting the Static Routes Between the LCS and the MGC Unit ....................................................................................... 2-24 Procedure 8--Defining Additional Conferencing Components in the MGC Environment ................................................................. 2-27 Defining a Meeting Room in the MGC Manager Application ............................................................................. 2-29 Defining an Entry Queue in the MGC Manager Application ............................................................................. 2-30 Endpoint Settings .................................................................................. 2-33 VSX Settings ................................................................................... 2-33 Enabling SIP for the Endpoint ............................................. 2-33 Network Configuration ......................................................... 2-34 PVX Settings .................................................................................. 2-35 Defining a User Account in the LCS .......................................... 2-37 Adding the Endpoint to Office Communicator and Windows Messenger Buddy List .................................................................. 2-39 Configuring for Office Communicator Multipoint Conference i Table of Contents Capacity/Scalability ............................................................................ 2-40 Microsoft--Polycom Meeting Scenarios . . . . . . . . . 3-1 Point-to-Point Meeting .......................................................................... 3-2 Multipoint Conferencing--Preparations ............................................ 3-3 Enabling Office Communicator Conferencing Features ........... 3-4 Enabling Direct Conferencing from within Office Communicator in Windows ................................................... 3-4 Enabling video calls with Office Communicator ................ 3-8 Enabling data sharing with Office Communicator ............. 3-8 Bandwidth Allocation Modification ................................... 3-10 Modifying Windows Hosts List to Include the LCS ............... 3-12 Signing-in Windows Messenger and Office Communicator Clients to the Live Communications Server ............................. 3-14 Office Communicator Configuration .................................. 3-14 Windows Messenger Configuration ................................... 3-16 Defining the Conferencing Properties in your Office Communicator .............................................................................. 3-18 Adding a Meeting Room or an Entry Queue to the Buddy List .................................................................................................. 3-20 Office Communicator ............................................................ 3-20 Windows Messenger ............................................................. 3-22 Adding Endpoints to Office Communicator and Windows Messenger Buddy Lists ................................................................ 3-24 Office Communicator ............................................................ 3-24 Windows Messenger ............................................................. 3-24 Multipoint Conferencing Scenarios ................................................... 3-25 Meet Me--Starting an Ongoing Video Conference from Windows Messenger and Office Communicator ....................................... 3-25 Joining the Ongoing Conference ......................................... 3-28 MGC Manager Monitoring .................................................. 3-29 Single Dial Entry Queue .............................................................. 3-30 Joining the Ongoing Conference ......................................... 3-32 MGC Manager Monitoring .................................................. 3-33 Ad-hoc Entry Queue and Conference Creation ....................... 3-34 Dial-out to Conference Participants ........................................... 3-35 Joining the Conference .......................................................... 3-36 ii Polycom-Microsoft Deployment Guide Escalating Windows Messenger or Office Communicator IM Multiparty Session to an Audio/Video Conference ................ 3-37 Windows Messenger ............................................................. 3-37 Office Communicator ............................................................ 3-40 Office Communicator New Multipoint Conferencing Scenarios Based on SIP-CX Protocol ............................................................................... 3-44 Starting a New Conference Directly from within Office Communicator .............................................................................. 3-44 An Office Communicator User Invites another Office Communicator Contact to the Conference ................................ 3-47 An Office Communicator User Joins an Existing Conference 3-49 An Office Communicator User Dials out to another Office Communicator User ..................................................................... 3-51 Adding Audio/Video to an Office Communicator Multiparty IM Session ............................................................................................ 3-53 Scheduling a Meeting--Office Communicator­Outlook Integration ...................................................................................... 3-56 Starting a Data Sharing Session .................................................. 3-58 Conference Control via Office Communicator SIP-CX Protocol ... 3-61 Ad-hoc Conferencing and Active Directory Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4-1 Ad Hoc Conferencing Requirements ................................................... 4-3 Ad Hoc Conferencing and Validation Scenarios ............................... 4-4 Ad Hoc Conferencing without Active Directory Validation ... 4-4 Ad Hoc Entry Queue with Active Directory Validation ........... 4-5 Ad Hoc Entry Queue with Conference Password Validation with Active Directory .............................................................................. 4-6 Defining the Ad Hoc Conferencing Components in the MGC Environment ............................................................................................ 4-9 MCU Configuration to Access the External Database Application ...................................................................................... 4-9 Entry Queue Service with Access to the External Database ... 4-10 IVR Service with Access to the External Database Application .................................................................................... 4-11 Profiles ............................................................................................ 4-12 Defining Profiles .................................................................... 4-12 Ad Hoc-enabled Entry Queue .................................................... 4-13 iii Table of Contents Known Limitations . . . . . . . . . . . . . . . . . . . . . . . . . 5-1 Appendix A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .A-1 Office Communicator Callback Model .............................................. A-1 Examples .................................................................................. A-3 Canceling the SIP-CX Environment Setting ...................................... A-4 iv 1 Overview This document describes the Microsoft­Polycom integrated solution, Phase 3. With this release, Microsoft­Polycom integrated solution offers high quality point-to-point and multipoint voice, and video conferencing calls (in any combination) across communication devices, applications and services. This solution empowers users to connect and share information in real-time regardless of type of call. Polycom enhances Microsoft's environment by: · · · · enabling Polycom endpoints (VSX and PVX) to be added to Office Communicator and Windows Messenger buddy list bridging between Microsoft SIP-only environment and legacy ISDN, PSTN and H.323 endpoints displaying the user/endpoint presence in the buddy list starting a point-to-point or multipoint meeting directly from Polycom endpoints, Office Communicator and Windows Messenger. In Phase 3 that is based on the MGC software version 7.5, the integrated solution fully supports Microsoft SIP-CX conferencing capabilities, giving Office Communicator users complete conference control from within the Office Communicator client; enabling them to monitor their ongoing conference, invite others to join their conference and schedule a conference. It also enables Office Communicator users to select the conferencing device with which to join the media portion of the conference: Office Communicator, phone, video conferencing system or a mobile 3G videophone. 1-1 Overview About this Guide This document provides the setup information required to install and configure the various elements of the Microsoft--Polycom environment and how to start and run point-to-point and multipoint meetings in the various scenarios. This document includes these chapters: · · Chapter 1, "Overview," describes the Microsoft--Polycom environment. Chapter 2, "Microsoft--Polycom Environment Setting," provides step-by-step instructions for installing and setting up the Microsoft LCS 2005, the Active Directory server, creating user accounts in the LCS, defining Polycom conferencing elements and setting Polycom endpoints to use SIP communication. Chapter 3, "Microsoft--Polycom Meeting Scenarios," describes the various ways to start an ongoing audio and video point-to-point or multipoint meeting. Chapter 4, "Ad-hoc Conferencing and Active Directory Integration," provides step-by-step instructions for configuring the MCU to ad-hoc conferencing and using the Active Directory to validate the participant rights to start a new conference. Appendix A, "Known Limitations" · · · 1-2 Polycom-Microsoft Deployment Guide Microsoft--Polycom Environment Microsoft--Polycom integrated solution offers high quality point-to-point and multipoint voice and video conferencing calls (in any combination) across communication devices, applications and services. This solution empowers users to connect and share information in real-time regardless of location or type of call. Microsoft--Polycom environment combines the presence awareness and instant messaging capabilities of Microsoft® Office Live Communications Server and Windows® Messenger and Office Communicator with Polycom's widely installed ViewStation EX, FX, PVX and VSX desktop and group video conference systems; MGC voice and video bridges. The Polycom MCU acts as a vi ...