4/19/2017 9:28 AM Prepare for the ADS What to bring with you to a presentation, and what to find out beforehand Understand the general company size, number.

4/19/2017 9:28 AM Prepare for the ADS What to bring with you to a presentation, and what to find out beforehand Understand the general company size, number of offices and office locations, and the industry that the business operates in before you are onsite with the customer Determine if the customer has a preferred conferencing vendor. Q: Who is your current conferencing vendor for Voice (conference calling center)? Do you have a vendor for Web and video conferences? Determine what the customer’s needs are for conferencing: do they need desk to desk (1 to 1), do they need to be able to host meetings between different conference rooms (many to many), do they need to be able to add individuals into meetings, do they need to be able to host online classes or presentations. Q : What are your current needs and wants about conferencing? Do you want to be able to connect meeting rooms, connect people, host classes, all of the above, or some of the above? Determine if the customer has Exchange and what version of Exchange that they are using. Q : Do you currently have an Exchange server? What version are you running / planning to be running when you implement a conferencing solution?

Conferencing Solutions Architecture Design Session
4/19/2017 9:28 AM Conferencing Solutions Architecture Design Session Name Title Microsoft © 2004 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Architecture Design Session
Unified Communication Solution Briefing Architecture Design Session Solution Briefing Summary Solution Overview Technology Overview Architecture Discussion POC Planning Vision scope input from solution briefing VPC-based demo View the capabilities in action Show various possibilities Point out technologies for relevant capabilities Discuss technologies Discuss Architecture Decision Points Develop scope and specifications for POC Slide Objective: Architecture Design Session Framework Solution Briefing Summary Verify the business challenges and capabilities discussed in solution briefing. Solution Overview Describe Microsoft unified communications vision, capabilities and infrastructure optimization journey. Technology Overview Show demos and technologies to support the particular scenario or capability. Architecture Discussion Discuss key architectural consideration points and conceptual architecture for the customer’s organization. POC Planning Discuss POC planning and next steps. 3

Solution Briefing Summary Vision scope input from solution briefing
Unified Communication Solution Briefing Architecture Design Session Solution Briefing Summary Vision scope input from solution briefing Slide Objective: Architecture Design Session Framework Solution Briefing Summary Verify the business challenges and capabilities discussed in solution briefing. Solution Overview Describe Microsoft unified communications vision, capabilities and infrastructure optimization journey. Technology Overview Show demos and technologies to support the particular scenario or capability. Architecture Discussion Discuss key architectural consideration points and conceptual architecture for the customer’s organization. POC Planning Discuss POC planning and next steps. 4

Summary of Pains and Drivers
Unified Communications Solution Briefing Summary of Pains and Drivers Challenges Business Drivers Presenter: Complete this section prior to the presentation. Confirm and verify that you’re still tracking with the customer’s challenges, drivers and the capabilities from the SB. High Cost of communication Avoid employee downtime associated with travels to meetings or trainings Distributed teams need to collaborate effectively Increasing travel cost, training cost, etc. Improve user and Team Productivity and Collaboration Faster Project completion Shortened Sales Life cycles Reduce cost Greater partner reach as a result of time saved Faster resolution of customer issues Slide Objective: Business Impact of UC for Increase Revenue by Reduce time to complete project Talking Points/Notes: Integrated Communications Opportunities Integrated Communications Capabilities Technical Requirements Provide a solution that includes IM, audio, video, Desktop sharing, slide presentations, and other forms of data collaboration in Web conferencing Deliver a solution that allows users to communicate directly within familiar Office desktop applications and line of business applications

Unified Communication Solution Briefing Architecture Design Session Solution Briefing Summary Solution Overview Vision scope input from solution briefing VPC-based demo View the capabilities in action Show various possibilities Slide Objective: Architecture Design Session Framework Solution Briefing Summary Verify the business challenges and capabilities discussed in solution briefing. Solution Overview Describe Microsoft unified communications vision, capabilities and infrastructure optimization journey. Technology Overview Show demos and technologies to support the particular scenario or capability. Architecture Discussion Discuss key architectural consideration points and conceptual architecture for the customer’s organization. POC Planning Discuss POC planning and next steps. 6

Future of Communications
Communications Today Future of Communications Authentication Administration Storage Compliance Unified Inbox & Presence Instant Messaging (IM) Voice Mail Video Conferencing Telephony Web Conferencing and Calendaring Audio Conferencing Authentication Administration Storage User Experience Authentication Administration Storage User Experience Authentication Administration Storage User Experience Instant Messaging Telephony and Voice Mail Unified Conferencing: Audio, Video, Web Authentication Administration Storage User Experience Authentication Administration Storage User Experience Authentication Administration Storage User Experience and Calendaring Authentication Administration Storage User Experience Slide Objective: Discuss the status quo of enterprise communications, and present the Microsoft vision for Unified Communications. Note: This slide has a build and has been designed to be presented in two parts to allow for a discussion on the “today” (initial build) and the “vision” (build after you click the mouse). Initial Build—Communications Today, Talking Points: Technology has brought us a very long way in terms of how we communicate in the business world. , telephones, IM, and conference calling enable us to do things today that were unthinkable 20 years ago. But as these technologies have evolved, they have done so independently, in parallel with one another, creating communication silos. These independent silos have led to redundancies and inefficiencies for both the end user and the administrator. It has become difficult and expensive to maintain them and to ensure each is in compliance with business and government regulations. For most companies today, telephony, , IM, audio conferencing, video conferencing, Web conferencing, and voice mail all live in their own disconnected silos. Each has evolved a separate operating platform—often with proprietary third-party technology—separate authentication, separate administration, and separate storage and compliance. This comes with a huge price tag and an equally enormous headache for the end user, who has to remember separate phone numbers, account names, and passwords. Plus, these users have limited communication with each device—for example, not being able to make audio calls from their computers. Ultimately, their communication is disconnected, and their collaboration and innovation are hindered. Final Build—The Microsoft Unified Communications Vision, Talking Points: Microsoft UC reduces complexity by putting people at the center of the communications experience. Our goal is to integrate all of the ways we contact each other in a single environment—using a single identity, presence, and inbox—while providing businesses with the power to choose how they provision those services—whether on their own premises, as cloud services, or in a hybrid fashion. On-Premises Hybrid In the Cloud

Maximize IT Resources with S+S Unified Identity, Presence, and Inbox
Microsoft Unified Communications Increased productivity through communications convergence Across Devices PC, Mobile, Web Streamline Communications Maximize IT Resources with S+S Authentication Administration Storage Compliance Unified Identity, Presence, and Inbox Increase Efficiency and Flexibility >> >> Provide a Unified and Extensible Platform Amplify Protection and Control Slide Objective: Present the four core value pillars of Microsoft Unified Communications. Describe how the platform is accessible across devices and available on- premises or in the cloud. Talking Points: Many definitions of UC exist in the market today, but we believe a few core elements need to be addressed to deliver truly unified communications: Streamlined communications for end users Increased operational efficiency for IT professionals Built-in protection for the organization A future-ready foundation built on software Microsoft Unified Communications reduces complexity by putting people at the center of the communications experience. Our goal is to integrate all of the ways we contact each other into one environment, using a single identity and presence that spans phones, PCs, and other devices. We see this as the role of software in the workplace. Use software to transcend geographic boundaries and stay connected with team members and partners, no matter what device you’re using or where you are. Communicate with people in real time from your office PC or on mobile devices, in a security-enhanced environment. Rather than asking customers to invest in expensive, redundant infrastructures, Unified Communications brings all forms of communication together through software to provide more effective communication. The solution can be deployed on-premises or accessed as a service. >> >> On-Premises, Hybrid, or in the Cloud

Microsoft Unified Communications Products and Services
Scenarios and Calendaring Security and Compliance Conferencing VoIP IM and Presence Conferencing Security, Compliance, and Continuity Mobility Unified Messaging Products Exchange Server – , Calendaring, UM Lync Server- Presence, IM, VoIP, Conferencing, Video On Premise Hosted by Microsoft Delivery Hosted by Microsoft or by Partners Hosted by Partners

UC Journey Through Infrastructure Optimization
identify where you are identify where you want to be Basic Standardized Rationalized Dynamic Basic , file shares, mostly phone based communication Standard platform for secure and IM Ad hoc teaming around functions & projects based on IT standards Increasing unification of communication channels Fully managed collaboration platform and pervasive access Seamless collaboration across the firewall Federation of communication information and policy Slide Objective: Optimizing your Infrastructure Talking Points: A key goal for Microsoft in creating the Infrastructure Optimization Model was to develop a simple way to use a maturity framework that is flexible and can easily be used as the benchmark for technical capability and business value. The Infrastructure Optimization Model from Microsoft helps customers understand and subsequently improve the current state of their IT infrastructure and what that means in terms of cost, security risk and operational agility. Dramatic cost savings can be realized by moving from an unmanaged environment towards a dynamic environment. Security improves from highly vulnerable in a Basic infrastructure, to dynamically proactive in a more mature infrastructure. IT Infrastructure Management changes from highly manual and reactive to highly automated and proactive. Microsoft and Partners can provide the technologies, processes and procedures to help customers move up through the Infrastructure Optimization Journey. Process moves from fragmented or non-existent to optimized and repeatable. A customer’s ability to use technology to improve their business agility and deliver business value increases as they move from the Basic state up the continuum toward a Dynamic state empowering information workers, managers and supporting new business opportunities. IT is a cost center IT is an Efficient cost center IT is a business enabler IT is a strategic asset

Identifying Target Maturity Level
Basic Standardized Rationalized Dynamic Basic with no remote access and with limited security Minimal or decentralized IT support User inboxes are fully managed by IT Seamless business continuity with multiple AV/AS protection Advanced policy control to mobile devices & applications Integration with LOB applications Federation of calendar Rich mailbox & calendaring Secure, remote, online & offline access Basic AV/AS/AP protection and disaster recovery Solution supports encryption Business continuity with AS/AP and multi-layer AV protection Support advanced policy- driven message controls Provisioning for user inboxes Work with your customer to agree on where they are and where they want to be. This portion of the presentation will fail if it is not interactive. Use the highlight boxes to show each stage (where they are, where they want to be) Messaging Public IM/online presence, ad-hoc use for daily business Secure access from inside & outside the firewall Supports peer-to-peer voice & video communications Presence enabled client Secure IM/online presence accessible from a variety of devices and integrated into enterprise productivity & collaboration platform Persistence group chat Supports federation and integration with LOB applications IM & Presence Sporadic use of audio & web conferencing Limited video conferencing capabilities Secure web conferencing accessible from remote locations and devices IT-managed video conferencing with limited remote access Integrated & secure conferencing platform Supports high-quality audio & video Remotely accessible collaboration features Contextual unified conferencing solution tightly integrated with collaboration infrastructure and LOB applications Identify the key transactions of interest, as sampled above. On the basis of these capabilities and sub-capabilities, profile your customer’s infrastructure for its optimization level. AV = anti virus AS = anti-spam AP = anti-phishing LOB = line-of-business applications Conferencing Legacy TDM PBX, traditional phones Limited voice mail and call routing Highly available hybrid telephony infrastructure Online & offline access to voice mail Managed call routing Encrypted voice infrastructure with unified inbox accessible from PCs, phones, & web browsers Managed storage Presence-based call routing Integrated voice platform for IM/presence; conferencing with LOB applications Auto-remediation, proactive monitoring of call quality Federated identity and presence-based call routing Voice

Conferencing ©2004 Microsoft Corporation. All rights reserved.
4/19/2017 9:28 AM Conferencing There are several options for demos. You can do a live demo or do a “canned” demo using one of several options: ©2004 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Today’s Business Environment What customers are telling us
Distributed workers need to collaborate remotely, train and conduct events Reduce cost of travel and proprietary audio and video conferencing Meet needs of both new and advanced users Connect Organizations Make remote meetings as effective as face-to-face meetings Incorporate rich media and video to engage attendees Have two-way audio and breakout rooms for more interactivity Engage Attendees For businesses today the key challenge is really connecting the disconnected. It is estimated that over two thirds of information workers today are collaborating with colleagues in different regions of the country and world. At the same time as business is being conducted in a more distributed manner, the costs of travel – be it transportation costs, time to meetings, environmental impact of air and automobiles – and of audio/video conferencing remains high. While earlier versions of web conferencing helped to partially address this new world of work, it is clear that there is still a ways to go. End-users particularly request an easy-to-use tool that provides a great experience to both novice and advanced users. If the first set of requirements are around the “what” of web conferencing, the second set of requirements are around the “how”. This is to more deeply engaging attendees to have more effective meetings with integrated audio, video and media. Lastly, customers want to have a choice when deploying web conferencing. They want software to control the information flow and when deploying the complete UC application suite. They want the service is they want to free up their IT for other strategic projects. Software + Service Choice Service for quick deployment across the organization Software for information control and unified implementation Software and Service solutions that work together

Three Steps to Rolling Out Lync
Lower your costs and reduce travel while increasing collaboration Broadly deploy audio, web, and video conferencing while removing your reservation-less audio costs next Provide a more customized telephony infrastructure for mobile workers, teleworkers, and new employees Provide a more flexible voice experience while reducing your telephony costs once conferencing is in place Reduce interruptions and help your employees find the right people, right away Light up your Microsoft Office investments by broadly deploying instant messaging and presence right away Notes: Customers can apply a phased approach for implementing the workloads IM/Presence, Conferencing and Voice. Implement Presence and Instant Messaging End users get streamlined communications that enable them to contact the right person, the first time, directly from within applications like Office Outlook, regardless of their location. Enables operational efficiency through familiar management and monitoring tools, built from a common directory (AD) of your mission critical messaging system (Exchange Server) Implement Conferencing Delivers a familiar audio conferencing experience with impressive cost savings Users with computer access can take advantage of the intuitive Lync interface to manage their audio conferences Conferencing workload not only introduces productivity gains, it lays down the infrastructure required for the next level of cost savings – Lync voice Implement Voice Delivers software-powered VoIP and Web/audio/video conferencing capabilities that work with existing messaging and telephony infrastructure. Take a load off your PBX while at the same time providing more streamlined, flexible communications. Many of the benefits sought with IP Telephony implementation can be achieved more rapidly and for a lower cost by implementing Lync Server

Microsoft’s Conferencing Solutions
Common user experience + Choice of server or service On-Premise - Provides control, ownership, and customization In the On-Premise solution, all the Lync Server 2010 server roles will be deployed in your datacenter Hosted Service – Provides rapid scalability and advanced manageability Microsoft Lync Online is a next-generation cloud communications service that connects people in new ways, anytime, from anywhere. Lync Online provides intuitive communications capabilities across presence, instant messaging, audio/video calling and a rich online meeting experience including PC-audio, video and web conferencing. Transform your interactions with colleagues, customers and partners from today’s hit-and-miss communication to a more collaborative, engaging, and effective experience On-Premise Server Hosted Service

Microsoft Conferencing Solution
IM Conferencing Enables group IM Telephony Conferencing Enables audio conferencing provider (ACP) integration Dial-in Conferencing provides an on-premises audio bridge that external users can use to dial in to the conference with PSTN devices Web Conferencing Enables PowerPoint presentations, document sharing, white boarding, application sharing, polling, Q&A, compliance logging, annotations, meeting summaries, hand-outs, and various multimedia formats A/V Conferencing Enables multiparty IP audio and video Application Sharing Enables Desktop Sharing New Conferencing Features:

Unified Communication Solution Briefing Architecture Design Session Solution Briefing Summary Solution Overview Technology Overview Vision scope input from solution briefing VPC-based demo View the capabilities in action Show various possibilities Point out technologies for relevant capabilities Discuss technologies Slide Objective: Architecture Design Session Framework Solution Briefing Summary Verify the business challenges and capabilities discussed in solution briefing. Solution Overview Describe Microsoft unified communications vision, capabilities and infrastructure optimization journey. Technology Overview Show demos and technologies to support the particular scenario or capability. Architecture Discussion Discuss key architectural consideration points and conceptual architecture for the customer’s organization. POC Planning Discuss POC planning and next steps. 17

Microsoft’s Conferencing Solutions Feature Highlights
4/19/2017 9:28 AM Microsoft’s Conferencing Solutions Feature Highlights Client with improved user experience Advanced testing and breakout rooms New event registration Connected Organizations Rich media presentations Panoramic video and active speaker switching Two-way VoIP audio Engaged Attendees Flexibility with single user experience Unified implementation with Lync 2010 Extending to training and events with service Software + Service Choice 18 © 2004 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Simple, Direct Collaboration
Share from any conversation Transition from talking to working Easily add your screen, a PowerPoint presentation, or a whiteboard to your conversations Key Experiences Easily transition from talking to sharing work Flexibility to control how you want to collaborate Have confidence that you are in control Sharing Activity Users are presented with a more visual way of deciding which activity they want to engage in around sharing Add files to conversations Just like has attachments, so do conversations. Add files to phone calls, IM chats, or conferences Slide Objective: Discuss how we have made dynamically extending a conference easy and intuitive Notes: Collaboration needs to be contextual allowing promotion of the conversation Largest growth area is small (<10) participants with joint editing of document or whiteboard “collab ready” – UX promotes the ability to add data collab to any OC conversation. Broad IW appeal and applicability. “transition from talking to sharing” – supports the “people first” workflow for collaboration and sharing “flexible sharing” – not all sharing is equal, UX offers the right interactions for your intent “co-edit” – app/desktop sharing is a common and powerful collaboration activity “confidence and control” – comfort and trust are key to IW appeal and adoption Office Integration Start a collaborative conversation directly from familiar Office applications 19

Easy Online Meetings Online meetings are an essential part of your workflow Join in Outlook ribbon Return to the calendar and push the “join online” button to enter the meeting Key Experiences Schedule most common types of meetings with the fewest clicks Bring join to the user, rather than taking the user to join Reinforce that participants are ready and able to participate Keep the experience simple and expand as the meeting expands Single click scheduling Users are presented with a single button for scheduling common meetings Slide Objective: Discuss how we have made data driven meetings easy to schedule, join, and run. Notes: Eliminate decision points at meeting time – don’t differentiate between data conference and concall Standard meeting policy that allows by default all people in the company (have secure directory identity) can be presenters – eliminate waiting for meeting organizer to show to begin meeting By default untrusted users will be placed in the lobby and presenter is notified Optimize for two types of meetings: 5-10 person collaborative call w/ data sharing Audio conference call Clear indication of meeting you are in – analogy of physical meeting – check sign on door; room attendees “fewest clicks” – single button for audio only conference calls and one type working meetings within my company. “bring join to the user” – the join link should be everywhere the user might be exposed to the meeting. Including meeting reminders… “ready and able” – related to comfort and trust – reinforce that you’re in the right place and that you’re ready to go. Includes other members present “keep it simple” – conversations are light weight – keep it that way until you add other sharing activities. Meeting invite Clean and clear message body emphasizes joining via Lync 2010 but allows you to also join by phone Joining conferences Lightweight conferencing experience confirms that you are in the right meeting and ready to participate 20 20

Professional Online Presentations
Lets you set the stage and keeps you in control Key Experiences Join experience inspires confidence and trust Content is king (when present) Presenters are informed and in control Social context is important; know who is “in the room” and who is making changes Video View meeting participants and meeting content at the same time Slide Objective: Discuss how managing meetings and delivering meeting content is enhanced Notes: Leverage familiar IM window interface in video and data sharing scenarios – low bar for ease of use Video becomes integral with popout individual video (can go full screen on 2nd monitor for two screen data + video traditional video conferencing layout) and roundtable ribbon at bottom Meeting settings easily changed at meeting time View options – asynchronous views allow presenter(s) to view content in meeting without sharing with the group “join experience inspires confidence and trust” – low cognitive load for join – I know what to do and I’m not overwhelmed by options that make the experience feel heavy or daunting. Once I act, I get feedback that I’m in the right place with the right people. I can immediately participate (even if the meeting is in progress) just like in the real world! “Content is king” – when activities have been added to a meeting, the meeting environment emphasizes the content while ensuring that meeting controls and context are available. “Social context” – the roster gives you the sense of who else is there. Active presenter mode and annotations on ppt/wb allow you to know who’s in control (and avoid inadvertent updates to the meeting) Meeting management Keep track of meeting participants, access call controls, and view notifications just like you were in a phone call or IM Roster and lobby It’s not just about what is being shared, but also who is seeing it. Roster controls let presenters manage the room, including admitting people from the meeting lobby Asynchronous viewing Presenters can navigate other content in the meeting. Helpful for review content before presenting or taking notes on the shared whiteboard 21 21 21

Unified On-premises Conferencing
Enhanced audio, video and web conferencing experience for simple collaboration Key Features Single client for ad hoc or scheduled conferences Supports IM, audio, video, desktop sharing, slide presentations, shared attachments, shared applications, and other forms of data collaboration Join reliability On-premises audio conferencing bridge that supports both VoIP connections and PSTN dial-in audio participants Rich collaboration experience Panoramic HD video Reach client Secure Conferencing Infrastructure consolidation Lync 2010 provides a rich conferencing experience that is best in class. The primary focus was to provide unified conferencing capabilities to information workers that would help them seamlessly move from or add one communication modality to another. Single Client Lync 2010 is the only client that is required to have a unified conferencing experience, may it be scheduled or ad hoc meetings. Lync 2010 provides easy access to audio, video and web conferencing. This client replaces the requirement for the Live Meeting client and the Outlook Add-in for on-premise meetings. Join Experience In Lync Server 2010, users can join meetings faster and schedule meetings easier. An improved Online Meeting Add-in for Lync 2010 and meeting user interface makes it easier to schedule meetings and invite others before and during meetings. Entry points for joining a meeting are displayed wherever meeting information is available, which improves discoverability and lets you to join meetings without having to switch programs. Meeting URLs are simpler, easier to remember, and easier to communicate. The invitation has been simplified by including a shorter URL. The organizer can also change the language of the invitation from another language to English and schedule online meetings when Lync Server 2010 is not available. Sharing activities with external users (that is, federated and non-federated users) provide a more streamlined experience. Authentication-related join failures caused by inadvertent access control configurations or last-minute changes to attendees are prevented. From the invitation, mobile phone users can click once to join audio conferences. PSTN & Dial – in Conferencing Features A number of enhancements improve the experience for people joining conferences through PSTN calls Lobby provides improved user join experience Participants who use dial-in conferencing but for whom authentication fails no longer need to disconnect and retry. These users are transferred to the lobby, the leader is notified, and the users then wait until a leader either accepts or rejects them or their connection times out. While in the lobby, the users hear music. Access to DTMF commands during call After dial-in participants are admitted to a conference, they can issue dual-tone multifrequency (DTMF) commands by using the phone keypad. Dial-in conference leaders can issue DTMF commands to admit people from the lobby, toggle audience mute, lock or unlock the conference, and turn entry and exit announcements on or off. All dial-in participants can exercise DTMF commands to hear Help, play a private roll call, and mute themselves. Recorded name for anonymous callers Users who are not authenticated are prompted to record their name. The recorded name identifies unauthenticated users in the conference. Simplified leader join When dialing into a conference, a leader can join more easily than in past versions of Lync Server 2010 and Office Communications Server. Entering the caller’s phone number is no longer required. Dial-in settings are automatically configured for audio conferencing. No audio conferencing provider configuration is required. Meeting dial-out is an optional feature that allows users to join the audio portion of a meeting by using a PSTN number. With dial-out phoning, the conferencing service calls the user, and the user answers the phone to join the meeting. Rich Conferencing Experience Sharing and collaboration features in Lync 2010 have been expanded from desktop sharing to include application sharing, whiteboard and annotation tools, polling, and PowerPoint presentations. You can upload, navigate through, and annotate PowerPoint presentations during an online conversation or meeting. Any file presented is transmitted to all meeting participants, who can retrieve it directly from a folder on their computers. You can restrict PowerPoint presentation availability according to participant role (organizer, presenters, everyone) when the PowerPoint presentation is not being shared. A whiteboard is a blank canvas that can be used for collaborating with the help of tools such as text, ink, drawings, and images. The Whiteboard feature enhances collaboration by enabling meeting participants to discuss ideas, brainstorm, take notes, and so on. Participants can view and save files that are uploaded to meetings in the original file format. You can share files with meeting participants by uploading them as attachments. Attachments are downloaded by you or others in a meeting. You can restrict the availability of attachments according to meeting participants’ roles (organizer, presenters, everyone). The polling feature enhances collaboration by enabling presenters to quickly determine participants’ preferences. During online meetings and conversations, presenters can use polling to gather anonymous responses from participants. When enabled by the administrator, the recording feature allows organizers and presenters to record all aspects of a Lync 2010 session including who entered the meeting, audio, video and content such as instant message conversations, application sharing, PowerPoint presentations, handouts and whiteboards. The recording is saved to the organizer’s or presenter’s computer but can also be published to a location that is accessible by others. Panoramic HD video The video experience in Lync 2010 features improved video controls and the full-screen experience, plus support for panoramic video, multipoint video, subscription video, and VGA and HD video in conferences. Reach client Microsoft Lync 2010 Attendee is a new client in Microsoft Lync Server Lync 2010 Attendee is a rich conferencing client that allows users without Lync installed to fully participate in Lync Server 2010 online meetings. A Lync 2010 Attendee user can join meetings by using company credentials or as a guest. Lync 2010 Attendee can be installed on a per-user basis, so you can choose to selectively deploy this client during migration, or allow users to download and install it as needed. All of the in-meeting features are available to Lync 2010 Attendee users, including the following: Computer audio Video Dial-in and dial-out (“Call me”) audio conferencing Detailed meeting roster Multiparty instant messaging Desktop and application sharing, including giving control to participants Collaboration features, including Microsoft PowerPoint presentation, whiteboard, polling, and file sharing Lync 2010 Attendee does not support other Lync 2010 features that are outside of the meeting experience, such as presence, contacts, instant messaging, and telephony features. Microsoft Lync Web App is a browser-based version of Lync 2010 that allows people who do not have a Lync Server 2010 account and have not installed Lync to participate in online meetings, using either Windows or the Macintosh operating system. It’s a “light” program that takes up very little space on your hard drive and is relatively quick to get up and running. It is designed mainly for external partners who are invited to Lync 2010 meetings, but is also useful for employees who are not at their usual computer at meeting time, or have not yet upgraded to Lync 2010. All of the in-meeting features except computer audio, video, and PowerPoint presentations are available to Lync Web App users. Infrastructure consolidation The Lync Web App server is no longer a separate server role like Communicator Web Access Server in Office Communications Server 2007 R2, but rather is part of the front end server role. In addition, Lync Server 2010 allows for consolidated IM and Web Conferencing Archiving unlike OCS 2007 R2.

Ad hoc Conferences Seamless switching from one-to-one phone conversations to a conference call IM, phone, audio, or video sessions can be extended to perform web conferences activities in the same client Conference calls with Distribution Groups, Contact Group, or multiple users is just few mouse clicks away Cross platform desktop sharing enables users to share information with each other and supports helpdesk functions

Scheduled Web Conferences
Enables users to create and join conferences created on corporate servers Participants can be corporate users both internal and roaming, external federated users and Anonymous users Lync Meeting Conference calls can be scheduled from Office Outlook 2010 using Online Meeting Add-in RoundTable support Enables users to share Entire desktop or specific applications PowerPoint presentations or white board Conference control Participants can see details about other conference participants, including the active speaker, leader status, and whether they have audio or video. Conference participants can also easily invite additional users to existing conferences unless the leader has locked the conference. Leaders also have the ability to selectively mute or eject participants, and end the conference.

Scheduled Web Conferencing
Whiteboard sessions can be done in a Web conference to share ideas or diagrams within Lync clients Polls can be created before or during the meeting and instant results can be shared on an as-needed basis Web slides let presenters take their audience to any live Web site on the Internet to give tours and view online information. Users can see the details of other participants and can invite additional users to the same conference Using Lync 2010 client, users can record Meetings including content presented, audio and video White board, Polling, file sharing can be done using Lync 2010, Lync Web App, Attendee

Video Conferencing Easy to add video to standard phone call
Detect and displays Active Speaker in the video window Peer-to-peer calls supports high definition video (resolution 1270 x 720; aspect ratio 16:9) and VGA video (resolution 640 x 480; aspect ratio 4:3) * Enables video conferencing with Lync 2010 endpoints and endpoints from third-party hardware vendors such as TANDBERG and Polycom * High-definition and VGA video are not supported for conferences

RoundTable Delivers an engaging, immersive meeting experience with Lync Server 2010 Extends meeting environments across multiple locations and gives remote participants a 360-degree view of the conference room, enhanced audio, and video that tracks the flow of conversation Meetings can be easily recorded and records not only the meeting content and video of the active speaker, but also the panoramic video of everyone in the conference room

Dial-In Conferencing Provides audio conferencing capabilities
to phone users without requiring a third-party Audio Conferencing Provider Enables users to join an audio/ video conference by dialing in using a telephone on the PSTN e.g. regular mobile, desk, or home phone PSTN Dial-in lobby experience Familiar, unified interface Integrated with Lync web conferencing Non-overlapping back-to-back meetings Supports both enterprise and anonymous users Microsoft Outlook client can be used to schedule conference and includes conference join-in information Invitation contains the telephone audio numbers, and conference ID that participants can use to access a conference

Dial-In Conferencing Capabilities
Reservationless meetings User management of reservation less meeting information and PIN management through a dial-in conferencing Web page Support for multiple languages Music on hold PIN authentication for users who have an identity in corporate Active Directory Configurable access phone numbers Tones announcing user entry and exit Notifications to users when they are muted or unmuted

Conference Scheduling Custom Role and Lobby Controls
Create one-off conferences Define Access types Organizer only (locked) Invited company users only Company users Everyone Pre-define user roles Auto promote – who will be presenter automatically Organizer only People from my company Specify presenter Session Initiation Protocol Uniform Resource Identifiers (SIP URIs) Define PSTN Dial-in lobby experience Slide Objective: Describes options and impact of creating custom conferences Notes: You can customize this – results in new conferencing ID and phone pass code. Four types of meetings. 1. Organizer only (new) – only org can get in. Everyone else will go to lobby 2. Only people explicitly invited 3. Anyone who can authenticate internally 4. Anyone (including Federated partners and anybody who gets meeting request forwarded, etc.) Presenters – two ways by role or explicitly chosen (R2 was organizer and who you chose) By role uses auto-promote (authenticated user -> presenter) at join time depending on meeting type. This facilitates the join experience – do not need to wait for organizer. Role types: Organizer only Everyone in company/org Everyone

Conferencing from Lync Web App
Lync Web App is a web client Join from Web browser for all meetings Support anonymous users and company users PSTN Dial-out Audio and PSTN dial-in Higher fidelity viewing experience Windows desktop and application sharing Mac and Linux desktop sharing Slide Objective: Explain Lync Web App role in Lync Server 2010 versus Lync Web App server in 2007/R2 Notes: Application is called Lync Attendee, web client is called Lync Web Lync Web App highlights: Full Fledged Conferencing client – higher fidelity – share individual applications; users can join as authenticated users. Mac and Linux support comes post release Architectural shift from R2 approach of simply rendering server-side session state to rich web application. Silverlight basis for Lync Web App reduces burden of heavy session state on server side – media processing is all done locally on the client, with server primarily doing protocol bridging – RDP, PSOM translating to http. Enables co-location/inclusion on FE rather than dedicated role Note: IM/P will not be available in Lync Web App for migration, CWA 2007/R2 can be used against Lync Web App server OS and Browser requirements for Lync Web app are documented in following link:

Dial-in Conferencing Reservationless Comparison
4/19/2017 Dial-in Conferencing Reservationless Comparison Dial-in MSFT local access numbers X72000 Participant Pass Code # Leader Pass Code # MSFT Conference ID 82652 Participant Pass Code Corporate ID Telephone # or Extension PIN Lync any ACP Music on Hold In Conference Music on Hold © 2008 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Conference Joining Access Control with Lobby
Microsoft Lync Server 2010 Conferencing Access Control with PSTN lobby bypass Company Federated Anonymous Anonymous via PSTN Company via PSTN Invited Not Invited Everyone meeting type IN IN (at least one company user is in) Company meeting type Lobby Invited only meeting type Locked meeting type Slide Objective: Show how lobby implementation reduces join failures experienced in OCS 2007 R2– how PSTN joins are implemented with Lobby in Lync Server 2010 potentially gaining access to meeting. PSTN joins are special and potentially deviate from meeting policy – user controls. Notes: When PSTNLobbyBypass=TRUE the yellow highlights indicates experience of PSTN users The Red/highlighted cells indicated different experience – fundamentally where PSTN users get in rather than being in Lobby Note – phone-only users cannot see any data being shared so security risk is potentially lower for PSTN only user. So consideration of potential security issue (limited to audio only) versus poor or failed meeting join

PSTN Dial-in: Features
Feature Sets Microsoft Lync Server 2010 Participant Passcode Leader Passcode (Corp User PIN) Music on Hold (not apply to corporate user) Multiple access numbers with multiple languages and Toll free support (Global and site level) Entry/Exit Announcement (Tone or Name) Scheduled Meeting Reservation-less Meeting Mute/Un-mute Notification DTMF in-meeting control Announce late participants/Recorded name Multiple access numbers with Toll free support One access number supports multiple languages Listen only (Mute all but me) Roll Call Usage reporting Slide Objective: Highlighted in green are new dial-in features for Lync Server 2010. Notes: Currently dial-in numbers are global; accessible to all users. To address requirement to only allow certain users to see/call local numbers these can also be defined at the site level Entry/Exit announcements include recorded Name optionally rather than just tones. Uses name user records on entry (?) DTMF examples – private roll call; mute

Conferencing Meeting Compliance
Serves complying with organization regulatory requirements Archive meeting content Slide Objective: To introduce meeting compliance. Notes: If your organization must comply with regulatory requirements for the archiving of meeting content, you can enable meeting compliance. To administer meeting compliance, you must first create a shared folder on a dedicated file server in order to store the meeting logs. The compliance folder stores the content that is shared between the Web Conferencing Server and meeting clients through the Web Components Server in a clear unencrypted format. The core archiving database store consolidates IM content and web conferencing attendee entries and exits The content of meeting handouts is stored on a separate file share Contents that are archived with regards to meeting: Conference content, including uploaded content (for example, handouts) and event- related content (for example, joining, leaving, uploading sharing, and changes in visibility Contents that are not archived with regards to meeting: Application sharing for peer-to-peer instant messages and conferences Conferencing annotations and polls

Server/Service Integration Features Comparison (Need to review this)
Lync Server 2010 Lync Online Max meeting size 250 1250 Lync 2010 X Lync Web App (PSTN audio only) IP Audio PSTN Audio bridge Video (Webcam & Roundtable) Application Sharing Rich Media Presentations Scheduling from Outlook Personal Recording Server Side Recording Bridged IP-PSTN Audio Meetings Breakout Rooms (PSTN audio only) Slide Objective: Highlight key similarities and differences between Lync server 2010 and Lync Online. Notes:

Lync Client Requirements
Deploy client and Office Outlook Add-In to all users External users auto-install the client from microsoft.com 2007 or 2007 R2 clients can login to account migrated to Lync Pool during migration phase Deploy pool of Web Conferencing and Audio and Video MCUs Deploy Edge Servers to enable external access Deploy Director servers (Optional) Enable firewall ports 443, 3478 for external access Deploy Silverlight browser plug-in version 4.0 Microsoft Silverlight browser plug-in version 4.0 (installed automatically during setup) <cover the basic requirement differences> Notes: A diagram that shows the ports to be opened across the firewalls is available in the appendix section

RoundTable Requirements
Maximum room size of 25 ft. x 15 ft. x 10 ft. Connect to analog phone line for PSTN bridging Connect to PC with Ethernet cable Use satellite microphones on tables larger than 15 x10 ft. Use indirect fluorescent or ambient lighting Use neutral wall coloring For configuration and software updates use Lync /Software Update Service for remote devices RoundTable Device Management Tool for local devices Room Acoustics and Lighting Management

Unified Communication Solution Briefing Architecture Design Session Solution Briefing Summary Solution Overview Technology Overview Architecture Discussion Vision scope input from solution briefing VPC-based demo View the capabilities in action Show various possibilities Point out technologies for relevant capabilities Discuss technologies Discuss Architecture Decision Points Slide Objective: Architecture Design Session Framework Solution Briefing Summary Verify the business challenges and capabilities discussed in solution briefing. Solution Overview Describe Microsoft unified communications vision, capabilities and infrastructure optimization journey. Technology Overview Show demos and technologies to support the particular scenario or capability. Architecture Discussion Discuss key architectural consideration points and conceptual architecture for the customer’s organization. POC Planning Discuss POC planning and next steps. 39

Key Deployment Scenarios
Access for everyone / Branch office support: Consider SSL and server placement requirements to provide remote access Evaluate bandwidth required to support conferences Existing system to be replaced Evaluate migration path, if one exists Consider the impact of new system installation and user re-training, if relevant Classroom support Determine hosted vs. on premise based on size of meetings Evaluate conference room hardware requirement Conferencing can be sold as an add on solution to a full Lync Server deployment or as a stand alone solution, the following are the key scenarios for both options: Conferencing technologies from Microsoft can help drive sales in the following scenarios: Access for Everyone / Branch Office support — In this scenario, the customer wants to provide the ability to everyone in the organization to connect to the organization and customers in a dynamic real-time scenario. Stress that conferencing is a part of Lync Server 2010 and that no additional licensing is needed to allowing Lync server 2010 users to conference 1-to-1 or 1-to-many. Highlight the fact that deployment costs for this scenario are lowered because the products that customers have already invested in support this scenario today, and will support it better in the future. Competing Systems Already in Use — In this scenario, the customer currently has competing conferencing systems that require additional servers or services. Explain that Lync Server 2010 benefits them by allowing an in-house, better-controlled, better-secured, and simplified solution. Lync Server works with the products that customers already have and requires little training to us. Classroom Support — In this scenario the customer wants to host online Web classes, and also to record these classes and be able to offer them in an on-demand scenario. Lync Online provides all of the tools needed to provide the classes and record them for later playback. Additionally, Lync Server offers a robust API and SDK that provides tools to integrate conferencing with applications or Web portals to provide the classes.

Conferencing Components
UC endpoints Lync Phone Edition: - IW phones - Common area phones Archiving Monitoring PIC Perimeter Network MSN AOL Data Media SIP Yahoo Remote Users AD DS FE Server(s) (Mediation Collocated) SQL server A/V Conf server Edge Server Federated Businesses Analog Devices SBA ExUM Media GW SIP Trunk Direct SIP On-premise or Online PSTN

Audio Conferencing Deployment Requirements
Deploy Application Service, Conferencing Attendant, and Conference Announcement Service (CAS) on the Front End Publish Dial-in Access numbers in Lync Server Require Media gateway or IP-PBX that supports direct sip Audio Conferencing Considerations For branch offices connected via VoIP, consider WAN stability Only migrate access numbers over when you reach critical mass Participant passcodes should not be reused Deploy first in the office with the highest use (usually headquarters) Components used in dial in conferencing

Conferencing Policies
Web, audio, and video Enable Web conferencing Control anonymous and federated user sharing Recordings IP audio/video PSTN dial-in conferencing File Transfers Slide Objective: Discuss Conferencing Policy Settings Notes: The following table lists all of the available conferencing policy settings for audio/video conferencing. Audio/Video Conferencing Policy Settings Setting Description AllowIPAudio Allows the use of audio in a conference. AllowIPVideo Allows the use of video in a conference. MaxVideoConferenceResolution Sets the maximum resolution for video conferencing. MaxVideoP2PResolution Sets the maximum resolution for video in peer-to-peer. Enable PSTN dial-in conferencing Allows the user to attend a meeting by using public switched telephone network (PSTN) dial-in conferencing. Require passcode Requires users to use a passcode for PSTN dial-in conferencing. AllowAnonymousParticipantsToDialOut Allows unauthenticated users to join a conference by using dial-out phoning. With dial-out phoning, the conference server calls the user, and the user answers the phone to join the conference. Data Collaboration Policy Settings The following table lists all of the available conferencing policy settings for data collaboration. Setting Description EnableDataCollaboration Enables data collaboration conferencing or Web conferencing. AllowAnnotations Allows users to create annotations in content. AllowAnonymousUsersToSaveContent Allows anonymous participants to save files locally. Recording Policy Settings The following table lists all of the available conferencing policy settings for recording. Setting Description Recording Allows presenters or attendees to record the meeting. Enable Recording Allows anonymous participants to record the meeting. Application Sharing Policy Settings The following table lists all of the available conferencing policy settings for application sharing. Setting Description AllowUserToScheduleMeetingsWithAppSharing Allows users to schedule meetings with application sharing. EnableApplicationAndDesktopSharing Enables meeting participants to share their application or desktop. AllowParticipantsToTakeControl Allows participants to take control of another user’s shared application. AllowAnonymousUsersToTakeControl Allows anonymous meeting participants to take control of another user’s shared application. Note: AllowParticipantsToTakeControl may override this setting. Other Conferencing Policy Settings Setting Description MeetingSize Sets the maximum number of participants allowed in a meeting. Allow participants to invite anonymous participants Allows meeting organizers to invite anonymous participants to meetings. EnableFileTransfer Enables users to transfer files during meetings.

Scalability Users per Meeting
Lync Server 2010 usage model is based on 5 percent of user base to be in conference concurrently Goal for Lync Server is meeting sizes of up to 250 Most meetings involve 3-6 users 80 percent involve fewer than 6 For meetings of 250+, recommend Live Meeting Service or Lync Online Dedicated high-end infrastructure Specialized support Slide Objective: Explain how overall pool scalability from the prior slide maps to conferencing scale; enforce design goal of max 250 and the basis for that maximum. Notes: User model for performance testing of conferencing takes into account a number of factors: 1) How many users are on the pool? 2) What is the effective concurrency rate for meetings? 3) What media types (mixes) are available for each meeting? 4) Where do users come from: inside, outside, federated, anonymous? To determine the number of meetings we test with, we assume that 70% of all Active Directory users in the organization are enabled for Lync Server % of those enabled users are logged on to Lync Server each day (80% concurrency). For example 35,000 users would be enabled for Lync in an organization that has 50,000 AD users. 28,000 users are logged on concurrently to Lync Server. Multiply the logged users by a Meeting concurrency rate (e.g. 5%) and that gives us the number of users we expect to be in a meeting at any given instant in time (e.g. 1400 users). Recommendations for Larger Meeting Sizes There are a few recommendations if you want to push the limit on the meeting size: 1) Create a dedicated meeting policy for those (limited) organizers authorized to host such large meetings 2) Ideally, create a dedicated pool for those organizers so that you can dedicate hardware resources particularly for these meetings. This is one form of resource reservation. 3) Invest in the support infrastructure needed to make these meetings run smoothly (people, processes, network, and hardware)

Supported Topology SE pool
Ideal for: Proof of concept Large branch office Conferencing functionalities Audio/Video Conference Web Conference (slide sharing, application sharing, whiteboard, etc.) PSTN dial-in (requires mediation server and PSTN gateway) Group IM Lync Web App Scalability Up to 5,000 users 250 user large conferences Slide Objective: Conferencing considerations for small deployment/pool Notes: Best suited for PoC – no HA, etc.

Supported Topology EE pool with co-located AV Conf Server pool
Ideal for: Medium size business Regional Deployment Conferencing functionalities Audio/Video Conference Web Conference (slide sharing, application sharing, whiteboard, etc.) PSTN dial-in (requires mediation server and PSTN gateway) Group IM Lync Web App Scalability Up to 10,000 users 250 user large conferences Slide Objective: Conferencing considerations for medium deployment/pool (up to 10K) Notes: Collocate AV servers up to 10K users

Supported Topology EE pool with separate AV Conf Server pool
Ideal for: Large enterprise Data center deployment Conferencing functionalities Audio/Video Conference Web Conference (slide sharing, application sharing, whiteboard, etc.) PSTN dial-in (requires mediation server and PSTN gateway) Group IM Lync Web App Scalability Up to 80,000 users 250 user large conferences Slide Objective: Conferencing considerations for large deployment/pool Notes: AV conferencing servers in dedicated pool 8FEs support 80K users 10FE topology being targeting for 100K users 250 user conference is tested including all modalities – AV + app sharing(RDP)+data collab (PSOM) Over 10K users is point to consider a dedicated AV pool Dedicated AV pool can service more than one registrar pool. Not vice versa – you cannot have multiple AV pools servicing one registrar pool Guidance for number of servers in AV pool is still being tested as of this write (beta1)

Architecture Decision Points
Current conferencing technologies Current Infrastructure Future conferencing needs and goals Future Infrastructure Basic network utilization and needs Network Utilization Scope and nature of applications Conferencing and Remote Access <use this slide to have a conversation with the customer about full and trial deployment scenarios, and how their existing infrastructure will be affected by these deployments> Note that a full deployment of Lync Server 2010 conferencing solutions requires detailed analysis that is outside the scope of the ADS, including planning for: Deployment size and locations Features to deploy Device provisioning and security Microsoft Active Directory® directory service End-user access methods

Architecture Decision Points Current Infrastructure
What technologies are currently implemented that offer conferencing? What is the current network and office topology? What are the company drivers and requirements for conferencing? Is there a current PKI infrastructure? If not, are there plans to implement PKI to support remote access? Is the use of a supported third-party CA under consideration? <use this slide to have a conversation with the customer about full and trial deployment scenarios, and how their existing infrastructure will be affected by these deployments>

Architecture Decision Points Future Infrastructure
What are the future plans for the network and office topology? What are the expansion expectations for the next six months, a year, two years, and five years? What types of conferencing needs does the future hold? Does everyone need the same functionality? Which specific services or resources do you want to provide access to? <use this slide to have a conversation with the customer about full and trial deployment scenarios, and how their existing infrastructure will be affected by these deployments>

Architecture Decision Points Network Utilization
How many users do you see using the system on a consistent basis What are your current WAN and Internet connection speeds Plan for approximately 65Kbps for each audio connection Plan for approximately 500Kbps for each video connection <use this slide to have a conversation with the customer about full and trial deployment scenarios, and how their existing infrastructure will be affected by these deployments>

Architecture Decision Points Conferencing
Do you want to enable web conferencing, which includes document collaboration and application sharing? Do you want to enable A/V conferencing? Do you want to enable users to join the audio portion of conferences when using a PSTN phone? Do you want to enable external users with the Lync client to join conferences? Do you want to control the clients that are available for joining Lync Server meetings? Do you want to enable Call Admission Control? <use this slide to have a conversation with the customer about full and trial deployment scenarios, and how their existing infrastructure will be affected by these deployments>

Architecture Decision Points Remote Access
What certificate types will be required and how will they be deployed? Which Lync edge server roles will be needed: A/V, access, and Web conferencing? Do you plan to publish Lync Web services over reverse proxy? Do you have a plan to deploy and maintain client software? Do you plan on federating with a public IM service, or any partners? Do you need a hosted Office Live Meeting solution to supplement your needs or would a hosted solution be more appropriate then an on premise solution? <use this slide to have a conversation with the customer about full and trial deployment scenarios, and how their existing infrastructure will be affected by these deployments>

Unified Communication Solution Briefing Architecture Design Session Solution Briefing Summary Solution Overview Technology Overview Architecture Discussion POC Planning Vision scope input from solution briefing VPC-based demo View the capabilities in action Show various possibilities Point out technologies for relevant capabilities Discuss technologies Discuss Architecture Decision Points Develop scope and specifications for POC Slide Objective: Architecture Design Session Framework Solution Briefing Summary Verify the business challenges and capabilities discussed in solution briefing. Solution Overview Describe Microsoft unified communications vision, capabilities and infrastructure optimization journey. Technology Overview Show demos and technologies to support the particular scenario or capability. Architecture Discussion Discuss key architectural consideration points and conceptual architecture for the customer’s organization. POC Planning Discuss POC planning and next steps. 54

POC Planning Sponsor Name Project Timing Goals and Objectives Scope
Milestones Risks & Dependencies Planning & Preparation Gather and document POC criteria including requirements and critical success factors Obtain mutual agreement on the scope of the POC and specifications Schedule a POC planning session, if necessary, depending on the amount of time remaining in the ADS Use this time to come up with a plan for a POC Plan to arrange some future sessions to discuss the POC design and implementation Prepare for POC Your preparation should include as much as you can get from the customer and all artifacts that have been created so far from any source. Documents such as Vision scope, issue/solution statements, business value briefing, and so forth are enormously helpful. You should talk with the account team (if you have one), and by all means at least talk with the Microsoft account team. What is the account history, recent developments, business situation? How critical and how visible will this POC be? Your Proof of Concept is much more likely to succeed if you create a Project Plan. Include the following in the Project Plan: Goals & Objectives Include milestones. This is best practice for short-term projects with high degrees of agility. Milestones show that you are making progress according to some kind of schedule, rather than just burning hours. Try to include at least 3 tasks for each milestone. Put names beside tasks. Sure, these might change or be tentative. But if they are left blank, you can be certain they won’t get done. Also, this makes the timeline explicit and credible. Include foreseeable risks next to tasks. By listing risks, you’ll help your team members understand the challenges they might face in completing the tasks. Customer Expectations. You should explicitly ask the customer what their expectations are. Meet with the customer This should be an agenda item in a call or meeting with the customer prior to kickoff. You should have a good understanding of what business processes are being addressed. Are any business processes changing as a consequence of the new solution? Know what kind of technology infrastructure the client has, with as much detail as there is time for. E.g. are they running Active Directory, and if so in what mode? Exchange? What version? Are there down-level servers still in use? What are the client operating systems? When was the last hardware refresh, and when is the next one? All these questions are to help you get a picture of how much change will be entailed if your POC is ever turned into a production system.

   Next Steps Proof of Concept
Architecture Design Session Solution Development Solution Briefing Proof of Concept Proof of Concept Assemble resources from the business side and from the IT group Understand business processes that are being addressed Gain knowledge about technology infrastructure Verify the technology roadmap Review the POC scope and assumptions

© 2007 Microsoft Corporation. All rights reserved.
4/19/2017 9:28 AM © 2007 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. © 2004 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Appendix Slides…

On-Prem/Cloud Co-Existence Capabilities
Online Federation or split domain Lync Server 2010 Lync Online IM/Presence & UM IM/Presence IM/Presence & UM IM/Presence Exchange/ SharePoint Exchange/ SharePoint Online

Scenario 1: Cloud-based Business Productivity (BPOS)
Online On-prem Lync Online Exchange/ SharePoint Online Lync IM/Presence PC-to-PC audio/video calling Online meetings (LMOCO) Messaging Collaboration IM/Presence: Instant Messaging PC-to-PC audio and video calling Click-to-communicate from Office Federation with OCO/OCS/Windows Live Online Meetings: PC-audio, video and web conferencing Up to 250 attendees Desktop & application sharing PPT upload & whiteboard Rich and web clients Enterprise Voice (PSTN calling): Becoming available in the future – specific features TBD

Scenario 2: Lync Server 2010 On-Premise with Complete Voice Functionality
Online On-prem Full integration (Presence & UM) Lync Server 2010 Exchange/ SharePoint Online Messaging Collaboration Lync IM/Presence & PC-to-PC audio/video calling Online Meetings Enterprise Voice (PBX parity) IM/Presence: Instant Messaging PC-to-PC audio and video calling Click-to-communicate from Office Federation with OCO/OCS/Windows Live Enterprise Voice: PSTN IN/OUT using OC Support for OC-based IP phones Voic access and setup Call routing controls E-911, CAC, Telephony features Survivable branch appliance Online Meetings: PC-audio, video and web conferencing Up to 250 attendees Desktop & application sharing PPT upload & whiteboard Rich and web clients PSTN audio conferencing

FE Server(s) (Registrar, Mediation, Web, LIS, CAC, CMS,
Voice Components UC endpoints Tanjay, Aries: - IW phones - Common area phones Archiving Monitoring PIC Perimeter Network MSN AOL Data Media SIP Yahoo Remote Users AD DS FE Server(s) (Registrar, Mediation, Web, LIS, CAC, CMS, PDP) BE SQL server A/V Conf server Edge Server Federated Businesses Analog Devices Slide Objective: Briefly touch on some of the key voice components, these will be discussed in detail in later sessions Notes: Key Points FE Server hosts the majority of your voice components and features Support for New Endpoints, including Common Area Phones and mobile workforce (hoteling, logon to common phones and get your profile) A/V conferencing server that can be collocated or stand-alone Survivable Branch Appliance in branch locations to ensure that voice continues to function in the event of WAN outage SBA ExUM Media GW SIP Trunk Direct SIP On-premises or Online PSTN

Enterprise Perimeter Network

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4/19/2017 9:28 AM Prepare for the ADS What to bring with you to a presentation, and what to find out beforehand Understand the general company size, number.

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