Using Dell PowerEdge 11G servers to enable Microsoft

USING DELL POWEREDGE 11G SERVERS TO ENABLE MICROSOFT
COLLABORATION TOOLS IN A SMALL BUSINESS ENVIRONMENT
A collaboration deployment guide commissioned by Dell Inc.
Table of contents
Table of contents ....................................................................... 2
Introduction............................................................................... 4
Dell and Microsoft simplify collaboration .................................. 5
The Dell PowerEdge R710—64-bit power .................................................. 5
64-bit computing with large RAM capacities .............................................. 5
Power ........................................................................................................... 5
Processors .................................................................................................... 5
Management ............................................................................................... 6
Microsoft Lync Server 2010 and client software ........................................ 6
Integration with Microsoft Outlook® 2010.................................................. 6
Presence integration.................................................................................... 6
Exchange Unified Messaging (UM) integration .......................................... 6
Planning Tool and Topology Builder ............................................................ 6
Instant messaging (IM) ................................................................................ 7
Support for remote users ............................................................................. 7
Availability of a Web client .......................................................................... 7
Microsoft Lync Server 2010—choose the edition that suits your
organization ................................................................................................ 7
Clients for Microsoft Lync Server 2010 ........................................................ 7
Microsoft SharePoint Server 2010 .............................................................. 7
Sites ............................................................................................................. 7
Communities ................................................................................................ 7
Content ........................................................................................................ 8
Search .......................................................................................................... 8
Insights ........................................................................................................ 8
Composites .................................................................................................. 8
Windows® Phone 7 ...................................................................................... 8
Microsoft Exchange Server 2010 ................................................................ 8
Unified Mailbox Resilience .......................................................................... 8
Archiving ...................................................................................................... 9
Outlook Web Application ............................................................................ 9
Information protection ................................................................................ 9
Management tools ...................................................................................... 9
Windows Phone 7 ........................................................................................ 9
We show you how: Planning the deployment ............................ 9
Microsoft Lync Server 2010 Planning Tool ................................................. 9
Microsoft Lync Server 2010 Topology Builder .......................................... 11
Prerequisite considerations ...................................................................... 11
Virtualization considerations .................................................................... 11
We show you how: Installing the operating system ..................12
Installing Windows Server 2008 R2 SP1 ................................................... 12
Installing the Hyper-V role ........................................................................ 12
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Creating the virtual machine for Lync Server 2010 components ............. 13
Installing AD tools on the Front-End Server ............................................. 14
Installing the Internet Information Services (IIS) role .............................. 14
Other prerequisites ................................................................................... 14
We show you how: Installing Microsoft SharePoint Server 2010
.................................................................................................14
Microsoft SharePoint Server 2010 installation overview ......................... 14
Installing Microsoft SharePoint Server2010 ............................................. 14
We show you how: Installing Microsoft Exchange Server 2010 .16
Microsoft Exchange Server 2010 installation overview ........................... 16
Installing Microsoft Exchange Server2010 ............................................... 16
We show you how: Installing Microsoft Lync Server 2010 .........19
Microsoft Lync Server 2010 installation overview.................................... 19
Installing Microsoft Lync Server 2010 Standard Edition ........................... 19
Summing up..............................................................................22
Appendix A. Defining the test environment ..............................23
Appendix B. Installing the Windows Server 2008 R2 SP1 host ...25
Appendix C. Enabling the Hyper-V role .....................................27
Appendix D. Creating a virtual machine ....................................28
Appendix E. Installing SharePoint Server 2010 ..........................30
Appendix F. Installing Exchange Server 2010.............................31
Appendix G. Installing prerequisites for the Lync Server 2010
software installation .................................................................34
Installing Active Directory tools feature ................................................... 34
Installing IIS ............................................................................................... 34
Installing Microsoft SilverLight ................................................................. 34
Installing Microsoft Message Queuing (MSMQ)....................................... 35
Appendix H. Installing Microsoft Lync Server 2010 Standard
Edition ......................................................................................36
About Principled Technologies ..................................................39
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Introduction
In today’s work environment, success increasingly relies on users being able
to communicate from anywhere in a cost-effective and secure manner. In
response, organizations seek integrated productivity tools that enable realtime collaboration. Microsoft® Lync™ Server 2010 joins Microsoft Exchange
Server and Microsoft SharePoint® Server to provide a complete suite of
collaboration tools. These tools, coupled with Dell™ PowerEdge™ servers,
offer a powerful solution for companies’ collaboration needs.
As this Principled Technologies (PT) study shows, the latest Microsoft
collaboration tools are easy to install, implement, and integrate into your
existing infrastructure, and doing so will give your organization a wide array
of productivity options. Dell PowerEdge 64-bit servers running Microsoft
Windows Server® 2008 R2 Enterprise Edition with SP1 let you take
advantage of the performance and power of 64-bit computing while
Microsoft virtualization technologies let you consolidate several servers
onto one.
This Guide shows the process for implementing Microsoft collaboration
tools in a small company, one with fewer than 250 employees. We not only
introduce Microsoft Lync Server 2010 and the Dell servers that help make
collaboration easier, we also perform an actual hands-on implementation of
Microsoft Lync Server 2010, Microsoft SharePoint Server 2010, and
Microsoft Exchange Server 2010. (Our implementation assumes an Active
Directory® (AD) infrastructure is already in place.)
NOTE
Those with more complex configurations, special requirements, or the
desire to avoid performing the implementation themselves may wish to
investigate the consulting services Dell and Microsoft offer.
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Dell and Microsoft simplify collaboration
Dell and Microsoft combine server, software, and client technologies to
make collaboration—both internal and external—simple and successful for
your organization. Lync Server 2010, the latest collaboration tool from
Microsoft, consolidates your collaboration needs into one system with a
single management point. SharePoint Server 2010 allows users to set up
collaboration sites in order to share information with others, manage
documents from start to finish, and publish a wide variety of reports. In this
section, we detail the characteristics of the 64-bit Dell PowerEdge R710 as
well as the features and capabilities of Lync Server 2010, SharePoint Server
2010, and Exchange Server 2010.
Using Exchange Server 2010 to manage your email gives you all the tools
you need to take full advantage of collaboration possibilities. Exchange
Server 2010 easily integrates with SharePoint Server 2010 and Lync Server
2010 to provide functionalities such as presence awareness and instant
messaging.
You can launch IM or a meeting from the contact information or initiate a
Web conference from a simple IM session. You can play voice mails from
your email, and send and receive faxes from your computer. Collaboration
and sharing information becomes easy and seamless. Exchange Server 2010
to manage your email, SharePoint Server 2010 to manage your intranet and
collaboration sites, and Lync Server 2010 to integrate all your
communication—this is your toolkit for success.
The Dell PowerEdge R710—64-bit power
The Dell PowerEdge R710 is a high-performance server that can readily
support significant consolidation. The Dell PowerEdge R710 offers many
new features for maximizing performance on virtualized applications and
for minimizing operational expenses, including the following:
The Dell PowerEdge R710
server maximizes the
advantages of 64-bit
computing
64-bit computing with large RAM capacities
The Dell PowerEdge R710 allows for up to 192 GB of RAM via its 18 DIMM
slots, which accept any of the following sizes of DDR3 RAM: 1GB, 2GB, 4GB,
8GB, or 16GB. These amounts of memory, along with the 64-bit Windows
Server software platform, let you virtualize multiple servers in a single
machine.
Power
Enhancements to the Dell PowerEdge R710 let it use less energy than many
older servers do. When you consolidate multiple legacy servers onto a Dell
PowerEdge R710, the potential power savings are dramatic.
Processors
The Dell PowerEdge R710 uses the Intel® Xeon® processor 5500 series.
These processors automatically adjust their speed and energy usage to
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meet the requirements of your applications, improving performance and
saving power. Combined with support for ever-increasing amounts of
memory, the Intel Xeon processor 5500 series makes the Dell PowerEdge
R710 an excellent virtualization platform.
Management
The Dell PowerEdge R710, like all late-model Dell servers, comes with the
Dell Lifecycle Controller. This tool simplifies management by providing a
single interface for management functions and by storing critical
information in the system itself. There are no CDs or USB keys to keep track
of for drivers or firmware. In addition, you can use the Dell Lifecycle
Controller in conjunction with Microsoft System Center Configuration
Manager 2007 to streamline remote operating system deployments. For
more information on the Dell Lifecycle Controller, visit
http://www.delltechcenter.com/page/Lifecycle+Controller.
Microsoft Lync Server 2010 and client software
Microsoft Lync Server 2010, the latest in collaborative communication
software, brings voice, video, application sharing, instant messaging (IM),
and Web conferencing together into a single unified platform. Its key
features include the following:
Integration with Microsoft Outlook® 2010
Integration with Outlook 2010 lets Lync Server 2010 users initiate meetings
and conferences in a single click. Users can also convert an IM session to
anything from a group chat to a Web conference with audio and video,
again with only one click.
Presence integration
The presence information set in the Lync Server 2010 client and sign-on
automatically integrates into Outlook 2010 and SharePoint 2010, enabling
and enhancing these tools to make them more collaborative.
Exchange Unified Messaging (UM) integration
Users receive visual notification of voice mail messages and can play them
directly from an Outlook message.
Planning Tool and Topology Builder
The Lync Server 2010 Planning Tool is a very robust application that collects
information about your deployment and draws a map of your complete
topology and infrastructure, which is necessary for a successful deployment.
The Planning Tool exports an XML file that is importable by the Topology
Builder, which you use to display and adjust your planned topology. The
Topology Builder also validates topologies. When you are ready to begin
deployment, you use it to author a topology for your Lync Server 2010
deployment.
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Instant messaging (IM)
The Standard Edition of Lync Server 2010 includes instant messaging and
conferencing. These features are also configurable to connect with public
IM networks such as AOL® AIM® and Yahoo!® Messenger.
Support for remote users
Through the implementation of Edge Servers and/or Branch Office
Extenders, users can connect remotely through the Internet. Depending on
the infrastructure, communications, and options selected, Lync Server 2010
can support voice as well.
Availability of a Web client
The Web client extends the conferencing features to participants who do
not have the desktop Lync Server 2010 client software installed.
Microsoft Lync Server 2010—choose the edition that suits your
organization
The Standard Edition of Lync Server 2010 comes with IM, presence,
conferencing, and the option of enabling enterprise voice. It supports these
applications and up to 5,000 users on a single server. The Enterprise Edition,
for larger deployments, lets you separate the individual components for
better performance and scalability. This configuration utilizes Front-End
Server pools, multiple Edge Servers, and possibly multiple A/V servers. Each
Front-End Server supports up to 10,000 users and each pool supports up to
80,000 users.
Clients for Microsoft Lync Server 2010
 Lync Server 2010 with presence, contact management, IM,
conferencing, and telephony is the standard installed client.
 Lync 2010 Attendee is a conferencing client that allows users to
participate in Lync meetings without having to fully install Lync. The
user can download and install Lync 2010 Attendee as needed.
 The Lync 2010 Web client lets users attend meetings when they
have no Lync client installed.
Microsoft SharePoint Server 2010
Microsoft SharePoint Server 2010 is the latest version of this very popular
and flexible software. It allows users to create collaborative Web sites, and
to create and manage their own workspaces. Some of its key features
include the following:
Sites
Sites include dashboards, portals, and collaboration workspaces that are
accessible through the Internet, extranet, or intranet, depending on your
infrastructure and requirements.
Communities
SharePoint 2010 Communities exemplifies collaboration by letting people
work together and share ideas and information from a single platform.
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Content
If you are concerned about compliancy or document retention in general,
SharePoint 2010 Content makes managing these features a little easier. You
can create document sets, and can apply and enforce retention schedules.
Its close connection with Microsoft Office, which most users are familiar
with, makes it easy to learn and use.
Search
SharePoint 2010 Search provides multiple features to help you find people
and information efficiently. It provides an interactive experience that lets
you use visual cues to identify more quickly the people and information you
are seeking.
Insights
SharePoint 2010 Insights gives users an improved ability to access
databases, reports, and business applications in order to make better, more
informed decisions in their jobs.
Composites
SharePoint 2010 Composites takes advantage of SharePoint 2010’s robust
architecture, offering the tools and components that let users create do-ityourself solutions. Rapid deployment and responses to ever-changing
business needs are vital in industry today, and SharePoint 2010 Composites
gives you the building blocks to respond quickly to changing needs.
Windows® Phone 7
SharePoint also has tight integration for Windows Phone 7 devices through
the built-in Office Hub using Office Mobile. Office Hub gives you direct
integration with your SharePoint server sites with Microsoft SharePoint
Workspace Mobile. No configuration is required on the SharePoint server;
you just point the application to the address of the server. SharePoint
Workspace Mobile then lets you access and sync collaborative documents,
projects, and schedules. Office Hub also includes other features such as
Word Mobile, Excel Mobile, OneNote Mobile, and PowerPoint Mobile.
Microsoft Exchange Server 2010
Microsoft Exchange Server 2010 equips you with a robust communications
platform that lets you reap the full benefits of Microsoft Lync Server 2010
and Microsoft SharePoint Server 2010. With Microsoft Exchange Server
2010, you can also give your users anywhere access, increasing their
mobility. Some other key features of Exchange Server 2010 include the
following:
Unified Mailbox Resilience
This new mailbox model gives businesses the ability to provide high
availability, better disaster recovery, and more robust backup capabilities
for the mailbox.
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Archiving
Exchange Server 2010 includes newly integrated archiving, discovery, and
retention functionalities.
Outlook Web Application
This application gives users an additional way to access email across
different platforms, allowing them access to email, voice mail, instant
messaging, and text messages all from within an Internet browser.
Information protection
Exchange Server 2010 includes tools to monitor sensitive content and
control distribution. Automated alerts, redirects, and encryption of
messages are included.
Management tools
IT administrators can delegate permissions to end users for some
functionality such as editing personal information and managing distribution
lists. This can help your business reduce costs for managing email.
Windows Phone 7
Mobile users of Windows Phone 7 devices such as the Dell Venue Pro have
extra potential for collaboration. Exchange Server’s Exchange ActiveSync
synchronization protocol is a mobile data synchronization feature enabled
by default when you install the Client Access server role on the server. This
technology lets mobile users synchronize their Exchange 2010 mailbox
including email, tasks, calendar, and contacts. Other features include
support for setting auto-replies, enhanced Exchange searches, access to
meeting attendee information, and the ability to apply IT policies like PIN
requirements and remote management to lock and wipe devices.
We show you how: Planning the deployment
In this section, we review some of the topics and tools you should consider
prior to deploying Microsoft Lync Server 2010. In this study, we plan for a
200-user company whose existing infrastructure includes Microsoft Active
Directory. We look at deploying Lync Server 2010 to include access for
audio/visual conferencing and Web conferencing. We also look at deploying
Microsoft SharePoint Server 2010 and Microsoft Exchange Server 2010. We
use Dell PowerEdge R710 servers and Microsoft Hyper-V™ for virtualizing
the installation. To run the Lync Server 2010 clients, we selected a Dell
Latitude™ E6510 notebook system and a Dell OptiPlex™ 755 desktop system
running Windows® 7 Ultimate Edition. For more detail about our test bed,
please see Appendix A.
Microsoft Lync Server 2010 Planning Tool
Although we do not use this tool for this guide and it is not required for the
Standard Edition installation, the Lync Server 2010 Planning Tool (see Figure
1) is a robust planning wizard that is useful in larger deployments; you might
keep it in mind as your business grows. The tool guides you through a
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questionnaire producing the topology (see Figure 2) and the hardware
configurations (see Figure 3) you will need for actual deployment. It guides
you through such questions as the number of users, percentage of external
users, and amount of Web and voice traffic you anticipate. Download the
Lync Server 2010 Planning Tool and access more information about it at
http://www.microsoft.com/downloads/en/details.aspx?FamilyID=bcd64040
-40c4-4714-9e68-c649785cc43a.
Figure 1. Microsoft Lync Server 2010 Planning Tool welcome screen.
Figure 2. Microsoft Lync Server 2010 Planning Tool topology
questionnaire.
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Figure 3. Microsoft Lync Server 2010 Planning Tool hardware
requirements.
Microsoft Lync Server 2010 Topology Builder
Using Topology Builder is a mandatory part of the installation process. You
can accelerate this step by taking the information you entered into the
Planning Tool, exporting it, and importing it into the Topology Builder. You
must know all your fully qualified domain names (FQDN) for your server
infrastructure before proceeding with this tool. More detail about the
Topology Builder application is located in the Front-End Server installation
section and in Appendix H.
Prerequisite considerations
Depending on the options you select for installation and your current
infrastructure, prerequisites vary. The most common prerequisite for each
component and Front-End Server is Internet Information Services (IIS) with
specific options selected. The Microsoft Lync Server 2010 installation
requires that you have a Certificate Authorization server accessible to create
certificates for the Front-End, Edge, and Director Servers used in this
particular topology. You must also install Microsoft Message Queuing
(MSMQ) and Microsoft Silverlight® for Lync Server 2010 to work properly.
Virtualization considerations
Virtualization is an option presented as part of the Lync Server 2010
Planning Tool. When deploying with a virtualized environment, note that
you get roughly 50 percent of the resource capacity of the Lync Server 2010
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servers used in the deployment. In our study, we used virtualization to
deploy our server components.
We show you how: Installing the operating system
Installing Windows Server 2008 R2 SP1
This section provides an overview of the Windows Server 2008 R2 SP1
installation process on the Dell PowerEdge R710. (Appendix B provides
complete, detailed installation instructions.)
NOTE
Allow around 30 minutes to complete the installation of Windows Server
2008 R2 Enterprise Edition with SP1 on the Dell PowerEdge R710 server. The
time to install updates will increase over time as Microsoft releases OS
updates for Windows Server 2008 R2.
1. Insert the Microsoft Windows Server 2008 R2 Enterprise Edition
DVD into the DVD drive, and reboot the system. If a message
appears telling you to press any key to boot from CD or DVD, do
so. During the boot, a message that Windows is loading files
appears, followed by a Windows loading bar.
2. To use Hyper-V with Lync Server 2010, you must install either
the Standard or Enterprise Edition of Windows Server 2008 R2.
Best practice recommends Enterprise Edition, which we
selected for our installation. Accept the license terms, proceed
with the installation, and enter the information the installation
software requires.
3. Set your password; enter configuration information, including
the public IP address and domain information; and reboot the
system.
4. Download and install updates, including Microsoft Windows
Server 2008 R2 SP1. (Download times will vary based on the
number and size of updates.)
Installing the Hyper-V role
Enabling Hyper-V on your Microsoft Windows Server 2008 R2 SP1
installation is very straightforward, requiring just a few short steps. We
provide detailed instructions in Appendix C.
1. Click Start, and click Server Manager. Click Roles, and choose
Add Roles.
2. Click Hyper-V (see Figure 4). Configure your networking as you
desire, and proceed to install the Hyper-V role. The installation
requires one or more reboots upon completion, after which the
Hyper-V role finishes installing.
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Figure 4. Installing the Hyper-V role in Windows Server 2008 R2 SP1.
Creating the virtual machine for Lync Server 2010 components
Microsoft recommends deploying the VMs required for Lync Server 2010
deployment using System Center Virtual Machine Manager (SCVMM). We
chose not to use SCVMM and built the VMs manually to virtualize the FrontEnd, Director, Edge, and Monitoring Servers on our new Hyper-V platform.
Here, we provide an overview of the steps required to create your VMs
using Hyper-V Manager. For detailed steps on this process, see Appendix D.
For detailed instructions on installing and using SCVMM, please see our
paper at http://principledtechnologies.com/clients/reports/Dell/Hyper-VMigration-Guide.pdf.
1. Click StartAdministrative Tools, and click Hyper-V Manager.
2. Create a new VM, assigning just one virtual processor, with 2 GB
of RAM, and create a 100GB VHD to install the operating system
on.
3. Insert the Windows Server 2008 R2 installation media, and
attach the physical media to the VM.
4. Start the VM and install Windows Server 2008 R2, which
requires several reboots of the VM.
5. Download and install updates including Microsoft Windows
Server 2008 R2 SP1.
6. Repeat steps 1 through 5 to create VMs for the Director, Edge,
and Monitor servers needed for Lync Server 2010 deployment.
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Installing AD tools on the Front-End Server
For both the Enterprise and Standard Editions of Lync Server 2010, you will
need to install the AD tools as a feature in the Windows Server 2008 R2 SP1
operating system on the VM designated as the Front-End Server. This is part
of the Remote Administration feature installed from Server Manager. Please
see Appendix G for detailed instructions.
Installing the Internet Information Services (IIS) role
IIS is an integral requirement needed for the Web conferencing and
meetings functionality of Lync Server 2010. IIS is a role added from Server
Manager but needs customization to provide functionality for Lync Server
2010. Detailed instructions with the correct options are located in Appendix
G.
Other prerequisites
The prerequisites for Lync Server 2010 differ greatly depending on the
functionality you wish to implement. All installations require you to install
Microsoft Silverlight on the servers running Lync Server 2010 and MSMQ on
the server running Lync Server 2010 and the Edge Server. For instructions
on downloading and installing Microsoft Silverlight and installing MSMQ,
see Appendix G.
We show you how: Installing Microsoft SharePoint Server 2010
Microsoft SharePoint Server 2010 installation overview
In addition to installing Microsoft Lync Server 2010, we chose to install the
Microsoft SharePoint Server 2010 on a standalone system to further
demonstrate the collaboration tools Microsoft provides. We assume
Microsoft SQL Server 2008 R2 is already installed as part of the
infrastructure. When we installed SharePoint Server 2010, we followed the
server farm installation procedure. We followed the steps below to install
the software.
Installing Microsoft SharePoint Server2010
For complete details on the installation of SharePoint Server 2010, see
Appendix E.
1. Insert the installation DVD, and capture the DVD drive in the
VM session. Launch setup.exe, and click Install software
prerequisites (see Figure 5).
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Figure 5. The main installation menu for SharePoint Server 2010.
2. When the prerequisites finish installing, click Install
SharePoint Server on the main SharePoint installation menu.
3. Choose the Stand-alone server type, and click Install (see
Figure 6).
Figure 6. Selecting the server type.
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4. When the installation finishes, check the box for Run the
SharePoint Products Configuration Wizard now, and click
Close.
5. When the configuration completes successfully, click Finish.
We show you how: Installing Microsoft Exchange Server 2010
Microsoft Exchange Server 2010 installation overview
Because we are working with a small business environment for this Guide,
we performed a basic installation of Exchange Server 2010. We followed the
steps below to install the software.
Installing Microsoft Exchange Server2010
For complete details on the installation of Exchange Server 2010, see
Appendix F.
1. Insert the Exchange 2010 installation DVD, and capture the
DVD drive in the VM session. When the Autoplay window
appears, click Run Setup.EXE (see Figure 7).
Figure 7. The main installation menu for Exchange Server 2010.
2. The installer should consider steps 1 and 2 to be complete
(they appear grayed out). Click the link to Step 3: Choose
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Exchange Language Option and install only languages from
the DVD.
3. Click the link to Step 4: Install Microsoft Exchange Server
2010.
4. On the introduction screen, click Next and accept the license
agreement.
5. Select Custom Exchange Server Installation, and click Next
(see Figure 8).
Figure 8. Exchange Server 2010 Installation type selection screen.
6. Select Mailbox Role, Client Access Role, and Hub Transport
Role (Exchange will automatically select Management Tools as
well). Click Next.
7. Leave the organization name at default (First Organization),
and click Next.
8. To enable compatibility with previous Outlook 2003 clients, at
the question about client computers running Outlook 2003 or
Entourage, select Yes, and click Next.
9. Click Next to accept defaults for Configure Client Access
server external domain, and chose the option for Customer
Experience Improvement Program.
10. The installation will now perform a Readiness check. (If a
warning about a lack of SMTP appears after the check
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finishes, ignore it.) To start the installation process, click
Install (see Figure 9).
Figure 9. Readiness Checks status and install screen.
11. Once the installation has completed, click Finish. Exchange
should automatically open the Exchange Management
Console (see Figure 10).
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Figure 10. Installation complete screen.
NOTE
In order to receive external email, you will need to contact your Internet
Service Provider (ISP) in order to register your MX record associated with
your email server’s external IP address. You will also need to establish
routes in your Firewall to direct all SMTP traffic to your Exchange Server
2010 IP address.
We show you how: Installing Microsoft Lync Server 2010
Microsoft Lync Server 2010 installation overview
For this Guide, we chose to use the Microsoft Lync Server 2010 Standard
Edition, which includes all the parts needed for the complete installation on
one server. We initiated the steps below to install the Standard Edition
server.
Installing Microsoft Lync Server 2010 Standard Edition
After you install all its prerequisites on the VM, you may proceed with the
installation of Lync Server 2010 Standard Edition. For this 200-user
deployment, we used the Lync Server 2010 Standard Edition configuration.
For complete details of the installation, see Appendix H.
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1. Insert the installation DVD, and capture the DVD drive in the
VM session. Launch the setup.exe, and click install. The
Deployment Wizard appears (see Figure 11).
2. Click Prepare Active Directory to start the installation process.
After the Active Directory preparation has completed, click
Prepare first Standard Edition server and allow it to complete.
Figure 11. Microsoft Lync Server 2010 Deployment Wizard screen.
3. Click Install Topology Builder, and launch that tool separately
before proceeding with the Deployment Wizard.
4. Choose select New Topology to create the topology from
scratch (see Figure 12).
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Figure 12. Topology Builder selection screen.
5. Expand SQL store, SEL Server DQDN, and Monitoring Server,
and review the information. Make any corrections before
clicking Publish Topology (see Figure 13).
Figure 13. Microsoft Lync Server 2010 Topology Builder screen.
6. Once you have completed building and publishing the
topology, return to the Deployment Wizard, and select Install
or Update Lync Server System. Next, continue following steps
1 through 4 of the wizard and check to make sure services
start (see Figure 14).
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Figure 14. Install or Update Lync Server 2010 System wizard screen.
Summing up
As this Guide has explained, the process of installing and deploying
Microsoft Lync Server 2010, Microsoft Exchange Server 2010, and Microsoft
SharePoint Server 2010 to a virtual environment running on a Dell
PowerEdge R710 server running Windows Server 2008 R2 with Hyper-V and
SP1 is relatively straightforward; you can perform a basic implementation
up and running in a few hours. We recommend that you first invest ample
time in the planning phase to help avoid problems and ensure a smooth
installation to enhance your existing infrastructure.
The Dell PowerEdge R710 combined with the Microsoft collaboration tools
make a complete collaboration package that will benefit any organization by
significantly expanding their options for peer communications.
THIS WHITE PAPER IS FOR INFORMATIONAL PURPOSES ONLY, AND MAY
CONTAIN TYPOGRAPHICAL ERRORS AND TECHNICAL INACCURACIES. THE
CONTENT IS PROVIDED AS IS, WITHOUT EXPRESS OR IMPLIED WARRANTIES
OF ANY KIND. Trademarks and trade names may be used in this document
to refer to either the entities claiming the marks and names or their
products.
Information in this document is subject to change without notice.
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Appendix A. Defining the test environment
Our test bed starting point consisted of an Active Directory domain
controller, a backup domain controller, an Exchange Server 2010 email
server, and a SharePoint Server 2010 server. For testing purposes, we
virtualized the Active Directory and Exchange servers on a Dell PowerEdge
R910 and ran SharePoint Server 2010 on a Dell PowerEdge R710. We
deployed Microsoft Lync Server 2010 on a Dell PowerEdge R710 server
running Windows Server 2008 R2 Enterprise Edition SP1 with the Hyper-V
role enabled. Figure 15 illustrates the topology of our setup.
Active Directory
Standard Edition Server
Figure 15. The site topology of the test bed, taken from Microsoft Lync
Server 2010 Planning Tool.
Figures 16 and 17 present the hardware and software we used in our test
environment.
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Server
Processor
OS
Memory
Disk
Windows
2 x Intel
Server
Xeon
2008 R2
Dell PowerEdge
8 SAS, 15K,
processor
Enterprise 48 GB
R710
146 GB
X55701
Edition
2.93 GHz
w/SP1 and
Hyper-V
Figure 16. Servers we used in our hands-on testing and research for this
Guide.
Processor and
OS
Applications
memory
Intel Core 2 Duo
Windows 7
Dell Latitude
Office 2010, Lync
processor 2.33
Ultimate 64E6510
Server 2010
GHz, 4GB RAM
bit
Intel Core i5
Windows 7
Dell OptiPlex
M560 processor
Office 2010, Lync
Ultimate 32755
2.67 GHz, 2GB
Server 2010
bit
RAM
Figure 17. Clients and software we used in our hands-on testing and
research for this Guide.
Client
1
The Intel Xeon processor X5570 no longer comes standard with the Dell PowerEdge R710
server, due to the launch of the new Intel Xeon processor 5600 series.
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Appendix B. Installing the Windows Server 2008 R2 SP1 host
Allow 25 minutes to complete the installation of Windows Server 2008 R2
SP1 on the Dell PowerEdge R710.
1. Insert the Microsoft Windows Server 2008 R2 DVD into an
external DVD drive, connect the DVD drive to the system, and
reboot the system.
2. During the boot, press F2 to enter setup.
3. In setup, scroll down to CPU Information, and press Enter.
4. Enable Virtualization Technology if necessary.
5. After you have checked the BIOS settings, press Escape to
continue the boot.
6. During the boot, a Windows is loading files message appears,
followed by a Windows booting loading bar.
7. At the Install Windows Server 2008 screen, accept the defaults
of English language, English time and currency format, and US
keyboard or input method by clicking Next.
8. Click Install now.
9. At the Select the edition of Windows that you purchased
screen, click the appropriate edition, and click Next.
10. At the Please read the license terms screen, check the I accept
the license terms checkbox, and click Next.
11. At the Which type of installation do you want? screen, for Type
of install, click Custom (Advanced).
12. At the Where do you want to install Windows? screen, click
Drive options (Advanced).
13. Delete any existing partitions, recreate a partition, and format
it. Highlight the partition, and click Next to start the installation.
14. When the system indicates that you must change the user’s
password before you log on the first time, click OK.
15. Enter a strong password in both the New password and Confirm
password fields, and click the arrow.
16. At the Your password has been changed prompt, click OK.
Windows then prepares the desktop.
17. Set the time zone.
18. Set the IP address, subnet mask, and domain information as per
the steps in the next section.
19. Install Windows updates if applicable, including Windows Server
2008 R2 SP1. (Download times will vary based on number and
size of updates.)
20. Reboot the server after any updates install.
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After rebooting, set the static IP addresses and subnet mask using the
following process:
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
Click Start.
Right-click Network, and select Properties.
In the Network Sharing Center, click Manage network adapters.
Right-click the Local Area Connection, and select Properties.
In the Local Area Connection Properties dialog, highlight
Internet Protocol Version 4 (TCP/IPv4), and click Properties.
Click the radio button next to Use the following IP address.
Enter the IP address you want the server to have, enter the
Subnet mask, and enter the Preferred DNS server. Click OK.
Close the Network Connections window.
From the Start menu, right-click Computer, select Properties,
and select Change settings.
Select the Computer Name tab.
Click Change.
Enter the server name.
Click the Member of Domain radio button.
Enter the domain name.
When the system prompts you to do so, enter the user name
and password.
When the Computer Name/Domain Changes window appears,
click OK to close it.
Click OK to go past the warning to restart.
Click Restart Now to reboot the server.
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Appendix C. Enabling the Hyper-V role
Allow around 10 minutes for enabling the Hyper-V role in Windows Server
2008 R2 SP1.
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
Click Start.
Expand Administrative Tools, and click Server Manager.
Right-click Roles, and select Add Roles.
On the Before You Begin page, click Next.
On the Select Server Roles page, select Hyper-V, and click Next.
On the Hyper-V page, click Next.
On the Create Virtual Networks page, select the appropriate
Local Area Connection, and click Next. (In our Dell PowerEdge
R710, we had four NICs in the system. We used the first as a NIC
specifically assigned to the SCVMM VM, and one NIC per VM
after the P2V process.)
On the Confirm Installation Selections page, click Install.
On the Installation results screen, click Close.
When Windows prompts you to reboot the server, click Yes. The
server will reboot twice.
When you see the Installation Results page, click Close.
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Appendix D. Creating a virtual machine
Follow the steps below to create a VM on the server that will host the Lync
Server 2010 components.
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
Click Start.
Expand Administrative Tools, and click Hyper-V Manager.
From the Action menu, select NewVirtual Hard Disk.
Choose Fixed Size, assign 100GB for size, and place the VHD in
the appropriate folder on the server.
From the Action menu, select NewVirtual Machine.
On the Before You Begin page, click Next.
On the Specify Name and Location page, enter the name for
your new VM, and click Next.
On the Assign Memory page, enter 8,000 MB of RAM.
On the Configure Networking, choose the network assigned to
internal traffic, and click Next.
Choose to add a virtual hard disk later.
On the Installation Options page, accept the default of Install an
operating system later, and click Next.
On the Completing the New Virtual Machine Wizard page, click
Finish.
Right-click the VM, and choose Settings.
Click Processors, and choose 2 virtual processors.
Click the virtual IDE controller 0.
Click Add, and click Hard Drive.
Browse to the VHD you created in Step 4, and choose that VHD
for the guest OS VHD.
Click Apply.
Complete the following steps below to install the guest operating system:
1. Insert the installation DVD for Windows Server 2008 R2 into the
physical DVD drive.
2. In Hyper-V Manager, right-click the VM, and choose Connect.
3. On the media menu, choose DVD DriveCapture D:
4. On the Action menu, choose Start.
5. Double-click the VM to connect to the console.
6. During the boot of the VM, a Windows is loading files message
appears, followed by a Windows booting loading bar.
7. At the Install Windows Server 2008 R2 screen, accept the
defaults of English language, English time and currency format,
and US keyboard or input method by clicking Next.
8. Click Install now.
9. At the Select the edition of Windows that you purchased
screen, click the appropriate edition, and click Next.
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10. At the Please read the license terms screen, check the I accept
the license terms checkbox, and click Next.
11. At the Which type of installation do you want? screen, for Type
of install, click Custom (Advanced).
12. In the Where do you want to install Windows? screen, click
Drive options (Advanced).
13. Delete any existing partitions, recreate a partition, and format
it. Highlight the partition, and click Next to start the installation.
14. When the system indicates that you must change the user’s
password before you log on the first time, click OK.
15. Enter a strong password in both the New password and Confirm
password fields, and click the arrow.
16. At the Your password has been changed prompt, click OK.
Windows then prepares the desktop.
17. Set the time zone.
18. Set the IP address, subnet mask, and domain information as per
the steps in the above section.
19. Install Windows updates if applicable, including Windows Server
2008 R2 SP1. (Download times will vary based on number and
size of updates.)
20. Reboot the VM after any updates install.
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Appendix E. Installing SharePoint Server 2010
1. Insert the installation DVD, and capture the DVD drive in the VM
session. Launch setup.exe, and click Install software
prerequisites.
2. Review the list of software, and click Next.
3. Accept the EULA, and click Next.
4. When the prerequisites finish installing, click Finish.
5. On the main SharePoint installation menu, click Install
SharePoint Server.
6. Enter your product license key, and click Continue.
7. Accept the EULA, and click Continue.
8. Choose the Stand-Alone server type, and click Install.
9. When the installation finishes, check the box for Run the
SharePoint Products Configuration Wizard now, and click Close.
10. On the Welcome to SharePoint Products screen, click Next.
11. On the pop-up warning about services that will need to be
restarted during the configuration, click Yes.
12. When the wizard has completed the configuration, click Finish.
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Appendix F. Installing Exchange Server 2010
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.
21.
22.
23.
24.
25.
26.
27.
Select StartAdministrative ToolsServer Manager.
Click Add Roles.
At the Select Server Roles screen, click Web Server (IIS).
At the Add features required for Web Server (IIS) pop-up
window, click Add Required Features.
Click Next.
At the Web Server (IIS) screen, click Next.
At the Select Role Services screen, select the IIS 6 Metabase
Compatibility, IIS 6 Management Console, Basic
Authentication, Windows Authentication, Digest
Authentication, and Dynamic content Compression
checkboxes, and click Next.
At the Confirm Installation Selections screen, click Install.
At the Installation Results screen, click Close.
Select StartAdministrative ToolsServer Manager.
Click Features.
Click Add Features.
Select .NET Framework 3.5.1 Features.
Click Next.
Click Install.
At the Installation Results screen, click Close.
Download the Microsoft Filter Pack 1.0.
(http://www.microsoft.com/downloads/en/details.aspx?famil
yid=60c92a37-719c-4077-b5c6cac34f4227cc&displaylang=en)
Run FilterPackx64.EXE.
Click Next.
Click I accept the terms in the License Agreement, and click
Next.
Click OK once installation is complete.
Click StartAdministrative ToolsServices.
Right-click the Net.Tcp Port Sharing service, and click
properties.
Change the Net.Tcp Port Sharing startup type to Automatic,
and click OK.
Open command prompt and type ServerManagerCmd –i
RSAT-ADDS, and hit Enter
Reboot the server.
Insert the Exchange Server 2010 installation DVD, and capture
the DVD drive in the VM session. When the Autoplay window
appears, click Run Setup.EXE.
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28. The installer should consider steps 1 and 2 to be complete
(they appear grayed out). Click the link to Step 3: Choose
Exchange Language Option.
29. Click Install only languages from the DVD.
30. Click the link to Step 4: Install Microsoft Exchange Server
2010.
31. To go past the introduction screen, click Next.
32. Accept the license agreement, and click Next.
33. Select No for error reporting, and click Next.
34. Select Custom Exchange Server Installation, and click Next.
35. Select Mailbox Role, Client Access Role and Hub Transport
Role (Exchange will automatically select Management Tools as
well). Click Next.
36. Leave the organization name at default (First Organization),
and click Next.
37. At the question about client computers running Outlook 2003
or Entourage, select Yes, and click Next.
38. To accept defaults for Configure Client Access server external
domain, click Next.
39. At the Customer Experience Improvement Program screen,
select I don’t wish to join the program at this time, and click
Next.
40. If a warning about a lack of SMTP appears after the check
finishes, ignore it for now. We address this issue in steps 4252 below.
41. Click Install to start the installation process.
42. Once the installation has completed, click Finish. Exchange
should automatically open the Exchange Management
Console.
43. If Exchange does not automatically open the Exchange
Management Console, click StartAll ProgramsMicrosoft
Exchange Server 2010Exchange Management Console.
44. In the left pane, expand Microsoft Exchange On-Premises,
expand Organization Configuration, and select Hub Transport.
45. In the Actions pane on the far right, select New Send
Connector.
46. Name the send connector SMTP, select the intended use as
Internet, and click Next.
47. In the Address space window, click Add.
48. In the SMTP Address Space window, type * as the address,
ensure that the installer has checked Include all subdomains,
and click OK.
49. Click Next.
50. On the Network settings page select Use domain name
system (DNS) “MX” records to route mail automatically and
click Next.
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51. Accept the defaults in the Source Server window and click
Next.
52. At the New Connector page, click New to create the
connector.
53. Click Finish to close the New SMTP Send Connector wizard.
NOTE
In order to receive external email, you will need to contact your Internet
Service Provider (ISP) in order to register your MX record associated with
your email server’s external IP address. You will also need to establish
routes in your Firewall to direct all SMTP traffic to your Exchange Server
2010 IP address.
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Appendix G. Installing prerequisites for the Lync Server 2010 software
installation
Installing Active Directory tools feature
1. Click StartAdministrative ToolsServer Manger.
2. Click Features, and click Add Feature.
3. Expand Remote Server Administration Tools, expand Role
Administration Tools, and check AD, DS, and AD LDS Tools.
4. Accept the default for installing .NET Framework 3.5.1 Features.
5. Click Next, and click Install.
6. Click Close, and restart the server.
7. After restart, on the Feature Install screen, click Close.
Installing IIS
1.
2.
3.
4.
In Server Manager, click Roles, and click Add Role.
Check Web Server (IIS), and click Next.
Click Next.
Check the following options to be installed:
 Static Content
 Default Document
 HTTP Errors
 ASP.NET
 .NET Extensibility
 Internet Server API (ISAPI) Extensions
 ISAPI Filters
 HTTP Logging
 Logging Tools
 Tracing
 Windows Authentication
 Client Certificate Mapping Authentication
 Request Filtering
 Static Content Compression
 IIS Management Console
 IIS Management Scripts and Tools
5. Click Next, and click Install.
6. When the installation is complete, click Close.
Installing Microsoft SilverLight
1. Download Microsoft SilverLight software from
http://www.microsoft.com/silverlight/.
2. Launch setup.exe, and click Install Now.
3. On the Enable Microsoft Update screen, click Next .
4. When the installation is complete, click Close.
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Installing Microsoft Message Queuing (MSMQ)
1. Click StartAdministrative Tools, and select Server Manager.
2. Click Features, and select Add Features.
3. Expand Message Queuing, and expand Message Queuing
Services.
4. Select the Directory Services Integration and HTTP Support
options.
5. Accept the pop-up prompts to install required services for these
options.
6. Click Next, and click Install.
7. When the installation is complete, close Server Manager.
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Appendix H. Installing Microsoft Lync Server 2010 Standard Edition
1. Insert the installation DVD, and capture it in the VM session.
2. Run setup.exe to launch installation.
3. If a prompt appears to install the Microsoft Visual C++ 2008
Redistributable –x64 9.0.30729.4148 Package if needed, click
Yes.
4. Keep the default location, and click Install.
5. Accept the License agreement, and click OK.
6. Click Prepare Active Directory. (This prepares AD for Lync Server
deployment.)
7. On the Prepare Schema screen, click Run.
8. On the Run once per deployment screen, click Next.
9. At the Executing Commands screen, click Finish.
10. At the Prepare Current Forest screen, click Run, and click Next.
11. In Universal Group Location, select Domain FQDN, enter domain
information (e.g., pt.lync.com), and click Next.
12. At the Executing Commands screen, click Finish.
13. At the Prepare Current Domain screen, click Run, and click Next.
14. At the Executing Commands screen, click Finish.
15. Click StartAdministrative ToolsActive Directory Users and
Computers.
16. Expand forest, and select Users.
17. Right-click CSAdministrator, and select Properties.
18. Select the Members tab, and add a user from domain that
needs rights to make changes on the Lync Server (i.e.,
administrator).
19. Click OK, and close the window.
20. On the Prepare Active Directory Screen, click BACK.
21. Click Prepare first Standard Edition server, and click Next to
start installation.
22. Click Finish.
23. Click Install Topology Builder, and click Next.
24. Click StartAll ProgramsMicrosoft Lync Server 2010, and
launch Lync Server Topology Builder.
25. Select New Topology, and click OK.
26. Enter name of new tbxml file keeping the default location, and
click Next.
27. Enter your primary domain and click Next.
28. Enter a name for your site and click Next.
29. Enter the site details, and click Next.
30. Check the box for opening the New Front End Pool Wizard, and
click Finish.
31. Enter your FQDN information choosing Standard Edition Server,
and click next.
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32. Select the Conferencing, which includes audio, video and
application sharing feature, and click Next.
33. Leave the defaults on the Select collocated server roles screen,
and click Next.
34. Leave the defaults on the Associate server roles with this Front
End pool screen, and click Next.
35. Leave the defaults on the Define the SQL store screen, and click
Next.
36. Create a new folder named share on the C: drive, and share
the folder ensuring that the administrator has read/write
permissions.
37. Leave the defaults on the Define the file share screen, and click
Next.
38. Leave the defaults on the Specify the Web Services URL screen,
and click Finish.
39. Click Edit Properties in the top right corner of the Topology
Builder.
40. Enter the URL for administrative access (i.e.,
https://admin.pt.lync.com), and click OK.
41. Right-click Lync Server 2010, and select Publish Topology.
42. On the Publish the Topology screen, click Next.
43. On the Select Central Management Server screen, click Next.
44. When publishing is complete, click Finish, and close the Lync
Server Topology Builder application.
45. Back in the Deployment wizard, click Install or Update Lync
Server System to launch the Lync Server deployment wizard.
46. On Step 1 – Install Local Configuration Store, click Run.
47. On the Configure Local Replica of Central Management Store
screen, keep defaults, and click Next.
48. When installation is complete, click Finish.
49. On Step 2 – Setup or Remove Lync Server Components, click
Run, and click Next.
50. If a prompt to restart the server before continuing the
installation appears, click Finish, click OK, and reboot the
system. If not, click Finish and continue to Step 49 below.
51. After the server is rebooted, re-launch the deployment wizard
(d:\setup\amd64\setup.exe), and click Install or Update Lync
Server System to launch the Lync Server deployment wizard.
52. On Step 2 – Setup or Remove Lync Server Components, click
Run, and click Next.
53. After the components have finished installing, click Finish.
54. On Step 3 – Request, Install or Assign Certificates, click Run.
55. Keep defaults, click Request, and click Next.
56. On the Delayed or Immediate Request screen, accept the
default, and click Next.
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57. Enter certificate server information (pt-lyncad1.pt.lync.com/pt-lync-ad1-CA), and click Next.
58. Enter login credentials, and click Next.
59. On the Specify Alternate Certificate Template screen, accept
defaults, and click Next.
60. Enter a name for your certificate. (e.g., Standard Edition Server
Default Cert), and click Next.
61. On the Organization Information screen, enter organizational
information, and click Next.
62. On the Geographical Information screen, enter Geographical
information, and click Next.
63. On the Subject Name/Subject Alternate Names screen, accept
defaults, and click Next.
64. Select the SIP domain, and click Next on the SIP Domain setting
on Subject Alternate Names (SANs) screen.
65. On the Configure Additional Subject Alternate Names screen,
click Next.
66. On the Certificate Request Summary screen, click Next.
67. When request for certificates has completed, click Next, and
click Finish.
68. If the certificate is not automatically assigned, you may have to
manually install certificates and click Assign to complete the
configuration of assigning certificates.
69. After assigning certificates is complete, click Finish, and click
Close.
70. On Step 4 – Start Services, click Run, and click Next.
71. After the services start, click Finish.
72. Check to see if all Services started.
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