The installation of Exchange Server 2010 is
surprisingly easy, although the configuration can be tricky. This
section covers the installation and configuration of a basic system to
illustrate the concepts.
The installation of the
Unified Messaging server role assumes that Exchange Server 2010 is
already installed on the target server.
Installation of
the Unified Messaging server role modifies the base installation of
Exchange Server 2010 and is done in what is termed Maintenance mode. The
procedures in this section step through the build of a basic Exchange
Server 2010 unified messaging system, as shown in Figure 1.
Installation Prerequisites
Before starting the
installation, it is important that the user’s mailboxes that will be
serviced by the Unified Messaging server are on Exchange Server 2010
servers. In other words, Exchange Server 2010 UM cannot service users
with mailboxes on an Exchange 2007 mailbox server. Of course, the
requirements (such as PowerShell) for any Exchange Server 2010 server
role apply to the Unified Messaging server.
Telephony Prerequisites
As the Exchange
Server 2010 Unified Messaging server is essentially a voice mail system,
all the other components must be in place and operational before
introducing it. This includes the following:
PBX— The existing PBX must be configured with the appropriate hunt groups to route calls correctly.
Hunt groups—
The hunt groups and pilot numbers should be provisioned in the PBX. The
Auto Attendant pilot numbers and the subscriber access pilot numbers
should be part of a rollover group, so that if one number is busy, the
call will roll over to the next line.
Note
Set up separate hunt groups and pilot access numbers on the PBX for the Auto Attendant and the subscriber access lines.
IP/VoIP gateway—
The IP gateway must be configured to route calls from the pilot
extensions to the Exchange Server 2010 UM server IP address. The gateway
must also be configured to use SIP over TCP, rather than SIP over UDP.
Some gateways will attempt UDP first and then try TCP, resulting in
strange connection behavior such as delays in initiating calls.
Phones— The phones must be provisioned and assigned to users. At the very least, at least two test phones should be available.
External lines— External lines must be provisioned within the PBX.
The Early Media setting is not supported in Exchange Server 2010 unified messaging.
See the manufacturer’s documentation for specific details of the configuration for each of the telephony components.
Installing the Unified Messaging Role
The first step is to
install the Unified Messaging role. This procedure assumes that the
Exchange Server 2010 server has already been installed. To add the
Unified Messaging server role, complete the following steps:
1. | In Control Panel, select Programs and Features.
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2. | Select Microsoft Exchange Server 2010.
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3. | Click the Change button to enter Exchange Maintenance mode.
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4. | Click Next.
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5. | Select the Unified Messaging Role check box, as shown in Figure 2, and click Next.
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6. | The installer conducts readiness checks.
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7. | Click the Install button to install the Unified Messaging server role.
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8. | After the installation has successfully completed, click Finish.
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The basic software has been installed, but the UM server needs to be configured post-installation to function properly.
Postinstall Configuration
After the server has the
Unified Messaging server role installed, you need to complete several
postinstall configuration tasks for a basic installation:
Create a UM dial plan.
Associate subscriber access numbers.
Create a UM IP gateway.
Associate the UM server with the dial plan.
Create a UM Auto Attendant.
Create the hunt groups.
Enable mailboxes for UM.
Test functionality.
Following these
tasks results in a functioning Exchange Server 2010 Unified Messaging
system. The remainder of this section details the installation steps for
each task.
Creating a UM Dial Plan
The first task is to create the central organizing element of the Exchange Server 2010 UM infrastructure—the dial plan shown in Figure 3.
To create a dial plan, execute the following steps:
1. | Launch the Exchange Management Console.
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2. | Under the Organization Configuration folder, select the Unified Messaging container.
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3. | Select the UM Dial Plan tab.
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4. | In the Action menu, select New UM Dial Plan.
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5. | Enter the dial plan name, such as SFO Dial Plan.
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6. | Enter the number of digits in the PBX extensions, such as 3.
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7. | Enter the Country/Region code, such as 1 for the United States.
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8. | Click New to create the UM dial plan.
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9. | Click Finish to close the wizard.
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The newly created dial
plan should be shown in the results pane. Notice that the default
mailbox policy (SFO Dial Plan Default Policy) was automatically created
at the same time.