Remote Call Control with Microsoft Lync Server 2010 for IM and Presence Service on Cisco Unified Communications Manager, Release 9.0(1)
IM and Presence server setup
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IM and Presence server setup

Set up service parameters

The SIP message routing from IM and Presence to Microsoft Lync is based on the Record-Route header added by Microsoft Lync in the initial request. IM and Presence resolves the hostname in the Record-Route header to an IP address and routes the SIP messages to the Microsoft Lync client.

In addition the transport type on IM and Presence should be the same as the transport type configured on Microsoft Lync for the IM and Presence route.

Procedure
    Step 1   Select Cisco Unified CM IM and Presence Administration > System > Service Parameters.
    Step 2   Select the IM and Presence server.
    Step 3   Select the service Cisco SIP Proxy.
    Step 4   Verify that the following parameters are configured correctly:
    1. The Proxy Domain parameter value must define the enterprise top-level domain name (for example, "example.com").

      This parameter specifies which URIs are treated as local and handled by this IM and Presence installation. Other SIP requests may be proxied.

    2. Enable the Add Record-Route Header parameter.
    3. Enable the Use Transport in Record-Route Header parameter.
    4. The SIP Route Header Transport Type parameter value must be set to the same type as the transport parameter configured on Microsoft Lync for the Microsoft Lync to IM and Presence route.
    Step 5   Select Save.
    What to Do Next

    Set up incoming and outgoing Access Control Lists

    Set up incoming and outgoing Access Control Lists

    This procedure involves adding four access control list (ACL) entries:

    • The FQDN of the Lync server for the incoming ACL
    • The IP address of the Lync server for the incoming ACL
    • The FQDN of the Lync server for the outgoing ACL
    • The IP Address of the Lync server for the outgoing ACL
    Procedure
      Step 1   Select Cisco Unified CM IM and Presence Administration > System > Security > Incoming ACL > Add New.
      Step 2   Enter a description of the incoming ACL, for example, Lync Standard Server.
      Step 3   Enter the FQDN of the Lync server in the Address Pattern field and select Save.
      Tip   

      To view the new Incoming ACL entry, select Go from the top right of the window. A list of all configured Incoming ACLs is displayed.

      Step 4   Select Add New.
      Step 5   Enter a description of the incoming ACL, for example, Lync Standard Server.
      Step 6   Enter the IP address of the Lync server in the Address Pattern field and select Save.
      Step 7   Select Cisco Unified CM IM and Presence Administration > System > Security > Outgoing ACL > Add New.
      Step 8   Enter a description of the outgoing ACL, for example, Lync Standard Server.
      Step 9   Enter the FQDN of the Lync server in the Address Pattern field and select Save.
      Tip   

      To view the new Outgoing ACL entry, select Go from the top right of the window. A list of all configured Outgoing ACLs is displayed.

      Step 10   Select Add New.
      Step 11   Enter a description of the outgoing ACL, for example, Lync Standard Server.
      Step 12   Enter the IP address of the Lync server in the Address Pattern field and select Save.
      What to Do Next

      Set up routing settings

      Set up routing settings

      Complete the following procedure to configure the routing settings.

      Procedure
        Step 1   Select Cisco Unified CM IM and Presence Administration > Presence > Routing > Settings.
        Step 2   Select On for Method/Event Routing Status.
        Step 3   Select Default Cisco SIP Proxy TCP Listener for the Preferred Proxy Server.
        Step 4   Select Save.
        What to Do Next

        Remote call control setup

        Remote call control setup

        Set up IM and Presence CTI connection

        Complete the following procedure to configure the CTI connections on IM and Presence.

        Before You Begin

        Obtain the username and password that you configured for the application user account on the associated Cisco Unified Communications Manager server for the CTI Gateway.

        Procedure
          Step 1   Select Cisco Unified CM IM and Presence Administration > Application > Microsoft RCC > Settings.
          Step 2   Select On from the Application Status menu.
          Step 3   Enter the CTI Gateway application username and password.
          Tip   

          The username and password are case-sensitive and must match what is configured on Cisco Unified Communications Manager.

          Step 4   Enter a value (in seconds) for the heartbeat interval.

          This is the length of time between heartbeat messages sent from IM and Presence to the Cisco Unified Communications Manager nodes to monitor the CTI connections.

          Step 5   Enter a value (in seconds) for the session timer.

          This is the session timer for the Microsoft Lync sign-in session.

          Step 6   Select the type of Microsoft server you are using from the Microsoft Server Type menu.
          Note   

          For Microsoft Lync integration, you must select MOC server OCS.

          Step 7   As required, enter the IP address of each Cisco Unified Communications Manager node with which you want to establish a CTI connection.
          Note   

          You can configure a CTI connection with up to eight Cisco Unified Communications Manager nodes. These nodes must all belong to the same Cisco Unified Communications Manager cluster.

          Step 8   Select Save.
          Important:

          If you select MOC server OCS as the Microsoft Server Type, you must install the IM and Presence Lync Remote Call Control Plug-in on the Microsoft Lync client for any users who use more than one line appearance for remote call control. The IM and Presence Lync Remote Call Control Plug-in adds a menu item to the Microsoft Lync client that enables the user to select a line appearance to control.

          What to Do Next

          Assign user capabilities

          Related Tasks
          Related Information

          Assign user capabilities

          Complete the following procedure to assign remote call control capabilities to users.

          Procedure
            Step 1   Select Cisco Unified CM IM and Presence Administration > Application > Microsoft RCC > User Assignment.
            Step 2   Select Find.
            Step 3   Check the users to whom you want to assign remote call control capabilities.
            Step 4   Select Assign Selected Users.
            Step 5   Check Enable Microsoft RCC in the Microsoft RCC Assignment window.
            Step 6   Select Save.
            Important:

            Make sure that you have assigned remote call control capabilities to each Microsoft Lync user.

            What to Do Next

            Run Microsoft RCC Troubleshooter

            Related Tasks

            Run Microsoft RCC Troubleshooter

            The Microsoft RCC Troubleshooter validates the configuration that supports the integration of the Microsoft Lync client with IM and Presence.

            Procedure
              Step 1   Select Cisco Unified CM IM and Presence Administration > Diagnostics > Microsoft RCC Troubleshooter.
              Step 2   Enter a valid user ID.
              Tip   

              Select Search to find the ID for a user.

              Step 3   Enter the Microsoft Lync server address.
              Step 4   Select Submit.
              What to Do Next

              Microsoft component integration setup for IM and Presence