Chapter 4. Lync 2013 Integration with Exchange

In this chapter, we will cover the following recipes:

  • Configuring the Unified Messaging integration
  • Configuring OAuth and partner applications for Lync 2013 and Exchange 2013 integration
  • Configuring OAuth between Lync 2013 and Exchange 2013
  • Configuring Lync 2013 and Exchange 2013 as partner applications
  • Configuring Lync 2013 to use Exchange 2013 for archiving
  • Configuring Lync 2013 to use the Exchange 2013 Unified Contact Store
  • Integrating Lync 2013 with Exchange 2013 Outlook Web App

Introduction

In this chapter, we will describe the levels of integration between Lync 2013 and Exchange 2013 and 2010. We will highlight the differences depending on the Exchange version and describe the procedures to configure and test this integration.

Levels of integration between Lync 2013 and Exchange

Lync 2013 and Exchange can integrate at several levels to provide the end user with the best experience possible. The integration is done both at the client and server levels.

To fully integrate Lync and Exchange, there are several tasks that need to be done at the server level, using the following tools:

  • The Lync 2013 Management Shell
  • The Exchange 2013 or 2010 Management Shell
  • The Lync 2013 Control Panel
  • The Exchange 2013 Administrative Centre or the Exchange 2010 Management Console
  • The Lync 2013 OCSUmUtil tool

These tools will allow you to configure the integration between Lync 2013 and Exchange. For official guidance on how to integrate both platforms, refer to the Microsoft Lync 2013 Technet article at http://technet.microsoft.com/en-us/library/jj688098.aspx.

Depending on the Lync and Exchange versions, the integration features available will be different, and the following table highlights these differences:

Lync Version

Exchange 2013

Exchange 2010

Lync 2013

  • Exchange Unified Messaging
  • Outlook Web App Instant Messaging and Presence
  • Unified Contact Store
  • High-resolution photos
  • Outlook Web App Meeting Scheduling
  • Instant Messaging Archiving
  • Exchange Unified Messaging
  • Outlook Web App Instant Messaging and Presence

Lync 2010

  • Exchange Unified Messaging
  • Outlook Web App Instant Messaging and Presence
  • Exchange Unified Messaging
  • Outlook Web App Instant Messaging and Presence

OCS 2007 R2

  • Exchange Unified Messaging
  • Outlook Web App Instant Messaging and Presence
  • Exchange Unified Messaging
  • Outlook Web App Instant Messaging and Presence

As shown in the preceding table, to have all the available Lync and Exchange integration features, you need to have both Lync 2013 and Exchange 2013.

At a client level, the integration between the Outlook and Lync clients differs depending on the Lync and Exchange versions. You need Lync 2013 and Exchange 2013 to be able to have the Unified Contact store, high-resolution photos (requires Lync 2013 or the Microsoft Lync Web App, for higher resolution; all other clients will downscale the pictures), and the Instant Messaging archiving. We will describe these features in detail and show you how to configure and test them later on in this chapter.

However, there are more features that you can use when integrating Outlook with the Lync client, and these features are available with Lync 2013 and both Exchange 2013 and 2010. These features, provided by the Exchange Web Services, are the following:

  • Read or delete items in the conversation history folder in Outlook
  • Listen to or delete voicemail items
  • Display extended free busy information and meeting subject and location
  • Read or delete Lync missed call notifications in your inbox

Hopefully, the preceding information gave you a good understanding of how Lync and Exchange integrate, both at the server and client levels. The new integration features provided with both Lync 2013 and Exchange 2013, although visible at the client level, need to be configured at the server level. This means that if you don't configure Lync 2013 and Exchange 2013 accordingly, you will not be using the Unified Contact Store (UCS) or archiving your Instant Messages in the Exchange mailbox.

In the upcoming sections, we will describe each of the features and provide guidance on how to configure and troubleshoot them.

Understanding Lync 2013 and Exchange Unified Messaging integration

Probably, the most well-known and used integration between Lync and Exchange is the Unified Messaging (UM) integration. To integrate Lync and Exchange at the Unified Messaging level, you need a minimum of OCS 2007 R2 and Exchange 2007. We will describe the integration between Lync 2013 and Exchange 2013 in the following sections.

Unified Messaging features

The first thing you need to know is that to be able to use the Unified Messaging feature on Microsoft Exchange 2013, you will need to have one Microsoft Exchange Enterprise CAL per user that has Unified Messaging enabled.

The following features are provided by the Exchange Unified Messaging infrastructure to Enterprise Voice enabled Lync users.

Call answering

When you don't answer a call on your Lync client, the Exchange Unified messaging will answer it and receive a voice message on behalf of the user. In essence, it's the same concept as voicemail in a traditional PBX environment. The user can record a personal greeting, and the Unified Messaging service will receive the voice message and deliver it to the user's mailbox on Exchange.

The following two things can happen in this scenario:

  • The caller can leave a message that will then be delivered to the user's mailbox
  • The caller hangs up the call without leaving a message, and a missed call notification e-mail is sent to the user's mailbox

Users will then be able to access their mailbox from an e-mail client such as Outlook or OWA, or from the Outlook Voice Access Unified Messaging feature, and listen to the voicemail.

Outlook Voice Access

The Outlook Voice Access (OVA) feature gives the users the ability to call the Exchange Unified Messaging service not only to listen to voicemails, but also to access their Exchange inbox, calendar, and contacts from a telephony interface.

To configure the OVA access feature, a subscriber access number is necessary; this needs to be configured in the Exchange Unified Messaging dial plan and on the Lync Server as a Unified Messaging Lync contact.

For a detailed OVA quick-start guide diagram, refer to the Microsoft Exchange TechNet article at http://technet.microsoft.com/en-us/library/bb397228(v=exchg.141).aspx.

Auto attendant

Auto attendant is a feature that can be configured to provide external callers with voice prompts and a navigating menu system or to allow them to forward calls to a specific number or extension. This can enable external users to reach any internal user in the company from a single external DDI associated to the auto attendant.

Some of the Auto attendant functionalities can also be achieved by configuring Lync Response Groups. By default, Auto attendant will provide you with more functionalities than the response groups.

In this chapter, we will cover all the main integration methods between Lync 2013 and Exchange 2013 to give you a better understanding of how Lync and Exchange can work together and use each other's features. We will try to be as detailed as possible on how to configure these features and give you some Lync and Exchange Management Shell commands to help you in both listing and modifying these configurations per user.

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