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2011 John Policelli http://policelli.com/blog
Step-By-Step Guide to Deploying Lync
Server 2010 Standard Edition
The installation of Lync Server 2010 is a fairly task-intensive process. In this post, I will walk you througheach of the tasks, at a step-by-step level, required to deploy a Lync Server 2010 Standard Edition Server
lab environment.
The focus of this post is the following:
Prepare the Lync 2010 Standard Edition Server Infrastructure Define the Topology for Lync 2010 Standard Edition Server in Topology Builder Implement the Topology for Lync 2010 Standard Edition Server Set Up the Lync 2010 Standard Edition Server Run the Lync Server 2010 Control Panel
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ContentsLab Overview ................................................................................................................................................ 3
Prepare the Lync 2010 Standard Edition Server Infrastructure .................................................................... 3
Set Up Standard Edition Hardware and System Infrastructure ................................................................ 3
Install Prerequisite Software ..................................................................................................................... 4
Install.Net Framework 3.5 with SP1 ...................................................................................................... 4
Install IIS ................................................................................................................................................ 6
Install the Lync Server Deployment Wizard .......................................................................................... 7
Install the Lync Server Topology Builder ............................................................................................... 8
Install the Remote Server Administration Tools ................................................................................... 9
Install Silverlight .................................................................................................................................. 10
Prepare Active Directory Domain Services for Lync Server 2010 ........................................................... 10
Prepare the Schema ............................................................................................................................ 11
Prepare the Forest .............................................................................................................................. 14
Prepare the Domains .......................................................................................................................... 18
Grant Setup and Administration Permissions ......................................................................................... 22
Grant Setup Permissions ..................................................................................................................... 22
Grant Administration Permissions ...................................................................................................... 23
Add DNS Records .................................................................................................................................... 25
Create the Lync File Share ....................................................................................................................... 27
Define the Topology for Lync 2010 Standard Edition Server in Topology Builder ...................................... 29
Configure Simple URLs ............................................................................................................................ 43
Implement the Topology for Lync 2010 Standard Edition Server ............................................................... 45
Install Standard Edition Server Database................................................................................................ 45
Publish the Topology ............................................................................................................................... 50
Setup the Lync 2010 Standard Edition Server............................................................................................. 53
Install the Local Configuration Store ....................................................................................................... 53
Install the Standard Edition Components ............................................................................................... 57
Request, Install, and Assign Certificates ................................................................................................. 61
Start Services ........................................................................................................................................... 75
Run the Lync Server 2010 Control Panel..................................................................................................... 77
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Lab OverviewThe lab that I will be building in this post is fairly straightforward. There are two servers in this lab the
domain controller and the Standard Edition Server. The domain controller has the Active DirectoryDomain Services (AD DS), Active Directory Certificate Services (AD CS) and DNS Server roles installed.
The Standard Edition Server has Lync Server 2010 Standard Edition and SQL Server 2008 Express Edition
installed. The following figure provides an overview of this lab environment.
The lab environment that I am building in this post will provide internal IM and Presence. There are no
additional features that the lab will provide upon the completion of these steps. However, additional
features can be added thereafter.
Prepare the Lync 2010 Standard Edition Server InfrastructureThe following sections outline the step to prepare the Lync 2010 Standard Edition server infrastructure.
NOTE: The order in which I am preparing the Lync 2010 Standard Edition Infrastructure may be slightlydifferent than what youve seen online, or what you may do in production. The reason for this is that I
am using two virtual machines in my lab, and I need certain steps to be done before I can perform
others.
Set Up Standard Edition Hardware and System Infrastructure
This post builds on my previous postStep-By-Step Guide to Preparing a Lab Environment for Lync
Server 2010. In the previous post, I created the virtual machine for the domain controller, installed AD
DS, and installed AD CS. You will need to perform the steps outlined in my previous post before
proceeding with this lab.
Before we can proceed with this lab, we need to create the necessary virtual machine(s). For Lync 2010
Standard Edition Server, this includes a single Standard Edition Server. For the purpose of this lab, I
created a virtual machine in Hyper-V which I will use as the Standard Edition Server. The details of this
virtual machine are shown in the table below.
Virtual Machine Name / Hostname IP Address Server Roles
LYNCLAB1DC 10.1.10.1 /24 Active Directory Domain Services
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DNS Server
Active Directory Certificate Services
LYNCLAB1SVR 10.1.10.2 /24 N/A
I leveraged the LYNCLAB1DC that I created in my previous post,Step-By-Step Guide to Preparing a Lab
Environment for Lync Server 2010. Thereafter, I followed the steps in myHow to Create a Lab using
Hyper-V Server in Windows 2008 R2post to create the LYNCLAB1SVR virtual machine.
Install Prerequisite Software
Now that we have the necessary virtual machines for this lab, well go ahead and install the prerequisite
software.
Install.Net Framework 3.5 with SP1
1. Log on to LYNCLAB1SVR as LYNCLAB1\Administrator2. Go to Start, click Administrative Tools, and then click Server Manager.3. In the console tree of Server Manager, right-click on Features, and then select Add Features.4. In the Select Features Window, select .Net Framework 3.5.1 Features
5. You will receive a notification that additional role services and features are required for .NetFramework 3.5.1. Click Add Required Role Services.
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6. On the Select Features page, click Next.7. On the Web Server (IIS) page, click Next.8. On the Select Role Services page, accept the defaults, and then click Next.
9. On the Confirm Installation Selections page, click Install.
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10.On the Installation Results page, verify the installation was successful, and then click Close.Close Server Manager.
Install IIS
Before you configure and install the Lync 2010 Standard Edition Server, you need to install and configurethe server role and Web Services for Internet Information Services (IIS). The following table indicates the
required IIS role services.
Role Heading Role Service
Common HTTP features installed Static content
Common HTTP features installed Default document
Common HTTP features installed HTTP errors
Application development ASP.NET
Application development .NET extensibility
Application development Internet Server API (ISAPI) extensions
Application development ISAPI filtersHealth and diagnostics HTTP logging
Health and diagnostics Logging tools
Health and diagnostics Tracing
Security Anonymous authentication (installed and enabled by default)
Security Windows authentication
Security Client Certificate Mapping authentication
Security Request filtering
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Performance Static content compression
Management Tools IIS Management Console
Management Tools IIS Management Scripts and Tools
You can install IIS from Server Manager or by using the command line. Here are the steps to install IIS by
using Windows PowerShell.
1. Log on to LYNCLAB1SVR as LYNCLAB1\Administrator2. Start Windows PowerShell3. Import the ServerManager module by typing the following command and then hitting Enter:
Import-Module ServerManager
4. Install the IIS 7.5 Server Role and Role Services by typing the following command and thenhitting Enter:
Add-WindowsFeature Web-Server, Web-Scripting-Tools, Web-Windows-Auth, Web-Asp-Net,
Web-Log-Libraries, Web-Http-Tracing, Web-Stat-Compression, Web-Default-Doc, Web-ISAPI-
Ext, Web-ISAPI-Filter, Web-Http-Errors, Web-Http-Logging, Web-Net-Ext, Web-Client-Auth,
Web-Filtering, Web-Mgmt-Console
5. At this point, the installation of IIS and the required Role Services should be complete as shownbelow:
Install the Lync Server Deployment Wizard
1. Log on to LYNCLAB1SVR as LYNCLAB1\Administrator.2. Mount the Lync Server 2010 installation media.3. Navigate to the \Setup\amd64 directory.4. Execute the setup.exe file to start the Deployment Wizard.5. You should be prompted to install Microsoft Visual C++ 2008, click Yes to install it.
6. The installation of Microsoft Visual C++ 2008 will take a short while. You will not see anything onthe screen while this is being installed.
7. Once completed, you will be presented with the following window. Adjust the installationlocation if you desire, and then click Install.
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8. On the License Agreementpage, accept the end-user license agreement, and then click OK.9. Once the installation of the Deployment Wizard is complete, you will be presented with the Lync
Server 2010 - Deployment Wizard.
Install the Lync Server Topology Builder
1. Log on to LYNCLAB1SVR as LYNCLAB1\Administrator.2. Go to Start, click All Programs, click Microsoft Lync Server 2010, and then click Lync Server
Deployment Wizard.
3. On the Lync Server 2010 - Deployment Wizardscreen, click Install Topology Builder.4. Once the installation of the Topology Builder is complete, the Lync Server 2010 - Deployment
Wizardwill show a checkmark next to Install Topology Builder.
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Install the Remote Server Administration Tools
The Remote Server Administration Tools are required for some of the preparation steps further in this
document. To install the Remote Server Administration Tools, follow these steps:
1. Ensure you are logged on to LYNCLAB1SVR as LYNCLAB1\Administrator.2. Go to Start, click Administrative Tools, and then click Server Manager.3. In the console tree of Server Manager, right-click on Features, and then select Add Features.4. In the Select Features Window, expand Remote Server Administration Tools, select AD DS and
AD LDS Tools, and then click Next.
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5. On the Confirm Installation Selections page, click Install.6. On the Installation Results page, verify the installation was successful, and then click Close.7. You will be prompted to restart the server. Go ahead and restart.
Install Silverlight
Silverlight is required to run the Lync Server Control Panel. Although we wont be using the Control
Panel until everything is installed, you can install it now since were installing the prerequisite software.
Silverlight needs to be installed on LYNCLAB1SVR in this lab.
Prepare Active Directory Domain Services for Lync Server 2010
The next area for preparation is Active Directory Domain Services. Preparing AD DS for Lync Server 2010
consists of three steps:
Schema Preparation Forest Preparation Domain Preparation
Each of these steps can be performed by using the Lync Server Deployment Wizard or the Lync Server
Management Shell cmdlets directly. For this lab, the Lync Server Deployment Wizard will be used. Since I
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installed the Lync Server Deployment Wizard on LYNCLAB1SVR, these steps will be performed on that
virtual machine.
Prepare the Schema
1. Ensure you are logged on to LYNCLAB1SVR as LYNCLAB1\Administrator.2. Go to Start, click All Programs, click Microsoft Lync Server 2010, and then click Lync ServerDeployment Wizard.
3. Click Prepare Active Directory.4. On the Prepare Active Directory for Lync Server page, under Step 1: Prepare Schema, click Run.
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5. On the Prepare Schema page, click Next.
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6. On the Executing Commands page, verify the Task Status shows Completed, and then clickFinish.
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Prepare the Forest
1. If you closed the Deployment Wizard, reopen it by going to Start, selecting All Programs,selecting Microsoft Lync Server 2010, and then clicking on Lync Server Deployment Wizard. Theclick Prepare Active Directory.
2. On the Prepare Active Directory for Lync Server page, under Step 3: Prepare Current Forest,click Run.
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3. On the Prepare Forestpage, click Next.
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4. On the Universal Group Location page, leave the Local domain option selected, and then clickNext.
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5. On the Executing Commands page, verify the Task Status shows Completed, and then clickFinish.
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Prepare the Domains
1. If you closed the Deployment Wizard, reopen it by going to Start, selecting All Programs,selecting Microsoft Lync Server 2010, and then clicking on Lync Server Deployment Wizard. Theclick Prepare Active Directory.
2. On the Prepare Active Directory for Lync Server page, under Step 5: Prepare Current Domain,click Run.
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3. On the Prepare Domain page, click Next.
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4. On the Executing Commands page, verify the Task Status shows Completed, and then clickFinish.
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5. As you can see, the Lync Server 2010 - Deployment Wizard now shows a status ofComplete forPrepare Active Directory.
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Grant Setup and Administration PermissionsIn order to run the Lync Server 2010 setup and administration, specific permissions are required. In the
case of this lab, I am using a single user account, which also happens to have built-in Active Directory
elevated permissions. However, this account also needs some specific Lync Server 2010 permissions.
Grant Setup Permissions
Follow these steps to grant setup permissions:
1. Log to LYNCLAB1DC as LYNCLAB1\Administrator.2. Go to Start, click Administrative Tools, and then click Active Directory Users and Computers.3. In the console tree of Active Directory Users and Computers, expand lynclab1.local, and then
select the Users container.
4. In the details pane, locate the RtcUniversalReadOnlyAdmins group, right-click on it, and selectProperties.
5. On the RtcUniversalReadOnlyAdmins Properties page, click on the Members tab.
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6. Click Add.7. On the Select Users, Contacts, Computers, Service Accounts, or Groups dialog box, type
Administrator in the Enter the object names to select field, and then click OK.
8. On the RtcUniversalReadOnlyAdmins Properties page, click OK.9. Dont close the Active Directory Users and Computers console.
Grant Administration Permissions
Follow these steps to grant Administration permissions:
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1. Ensure you are in the Users Container in Active Directory Users and Computers.2. In the details pane, locate the CsAdministrator group, right-click on it, and select Properties.3. On the CsAdministrator Properties page, click on the Members tab.
4. Click Add.5. On the Select Users, Contacts, Computers, Service Accounts, or Groups dialog box, type
Administrator in the Enter the object names to select field, and then click OK.
6. On the CsAdministrator Properties page, click OK.
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Add DNS Records
Lync Server 2010 leverages DNS for various features. Certain DNS records are required as part of the
infrastructure preparation. The following DNS records are required in this lab:
Deployment Scenario DNS Requirement
Standard Edition Server An internal A record that resolves the fully qualified domain name (FQDN) ofthe server to its IP address.
NOTE: This record will already exist as it was created when the virtual
machine was joined to Active Directory.
Admin URL An internal A record that resolves to the FQDN of the admin URL to its IP
address.
Automatic client sign-in For each supported SIP domain, an SRV record for
_sipinternaltls._tcp. over port 5061 that maps to the FQDN of the
Standard Edition server that authenticates and redirects client requests for
sign-in.
Here are the steps to configure DNS:
1. Log to LYNCLAB1DC as LYNCLAB1\Administrator.2. Go to Start, select Administrative Tools, and then select DNS.3. In the Console Tree, expand LYNCLAB1DC, expand Forward Lookup Zones, and then select
lynclab1.local.
4. Right-click on lynclab.local in the Console Tree, and then select New Host (A or AAA).5. In the New Hostdialog box, type admin into the Name field, enter 10.1.10.2 into the IP Address
field, and then click Add Host.
6. On the confirmation that the host record was created, click OK.
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7. In the console tree, right-click on lynclab1.local, and then select Other New Records.8. On the Resource Record Type dialog box, select Service Location (SRV), and then click Create
Record.
9. On the New Resource Recorddialog box, click Service, and then type_sipinternaltls10.Click Protocol, and then type_tcp11.Click Port Number, and then type 506112.Click Host offering this service, and then type the lynclab1svr.lynclab1.local
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13.Click OK, and then click Done.Create the Lync File Share
The user account that we will use to publish the topology must have full control (read/write/modify) onthe file share in order for Topology Builder to configure the required permissions. In the case of this
Standard Edition Server lab, the file share is going to reside on the Standard Edition Server. Since we will
be using the LYNCLAB1\Administrator account to publish the topology, this account will already have
sufficient NTFS permissions. However, we still need to create the file share.
1. Log on to LYNCLAB1SVR as LYNCLAB1\Administrator.2. Go Start, click Computer, and then click Local Disk (C:).3. Right-click in the Details Pane, select New, and then select Folder.4. Name the new folder LyncShare.5.
Right-click on the LyncShare folder, select Properties, click on the Sharing Tab, and then clickAdvanced Sharing.
6. On theAdvanced Sharing dialog box, select the Share this folder option, leave the Share Namefield as LyncShare.
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7. Click Permissions.8. On the Permissions for LyncShare dialog box, check Allow next to Full Control, and then click OK.
9. Click OK, click OK, and then click Close.
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Define the Topology for Lync 2010 Standard Edition Server in Topology
BuilderNow we have all of the infrastructure preparation complete, so its time to move on to defining the
topology for Lync 2010 Standard Edition in Topology Builder.
1. Log on to LYNCLAB1SVR as LYNCLAB1\Administrator2. Go to Start, click All Programs, click Microsoft Lync Server 2010, and then click Lync Server
Topology Builder.
3. On the Topology Builderdialog box, select the New Topology option, and then click OK.
4. On the Save New Topology As dialog box, enter a name in the File name field, and then click OK.5. On the Define the primary domain page, enter the primary SIP domain, and then click Next.
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6. On the Specify additional supported domains page, click Next.
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7. On the Define the first site page, enter a site name into the Name field, enter a description intothe Description field if desired, and then click Next.
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8. On the Specify site details page, enter the location details, and then click Next.
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9. On the New topology was successfully defined page, ensure the Open the New Front EndWizard when this wizard closes option is selected, and then click Finish.
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10.The Define the New Front End Poolwizard opens. Click Next.
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11.On the Define the Front End pool FQDN page, type lynclab1svr.lynclab1.local into the PoolFQDN field, ensure the Standard Edition Server optionis selected, and then click Next.
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12.On the Select features page, leave all options unchecked and then click Next.
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13.On the Select collocated server roles page, leave all options unchecked, and then click Next.
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14.On the Associate server roles with this Front End poolpage, ensure all options are unchecked,and then click Next.
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15.On the Define the SQL store page, click Next.
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16.On the Define the file share page, type LyncShare into the File Share field, and then click Next.
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17.On the Specify the Web Services URL page, click Finish.
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18.You will be presented with the Lync Server 2010, Topology Builderpage, which is where you canview and modify the topology that was just created.
19.The following shows the topology we just created:
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20.Leave the Lync Server 2010, Topology Builderpage open.Configure Simple URLs
Microsoft Lync Server 2010 uses simple URLs to direct internal and external calls to services on the Front
End Server or on the Director, if one has been deployed. The three simple URLs that can be created are:
Meet Connects users to the conferencing services Dialin Provides access for users to use dial-in conferencing Admin Optional URL that connects a user, typically an administrator for the Lync Server 2010
system, to Microsoft Lync Server 2010 Control Panel.
For the purpose of this lab, the Admin simple URL is the one we need to configure.
1. On the Lync Server 2010, Topology Builderpage, select the Lync Server 2010 node in the consoletree.
2. In the Actions pane, click on Edit Properties.3. On the Edit Properties dialog box, click on Simple URLs.
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4. In the Administrative access URL field, type https://admin.lynclab1.local and then click OK.
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Implement the Topology for Lync 2010 Standard Edition ServerIn order to implement the topology that we just created, we need to install the Standard Edition Server
Database, and then publish the topology.
Install Standard Edition Server Database
When you will have only one Standard Edition Server as the only user home server, you use the
Deployment Wizard for setting up the initial server.
1. Ensure you are logged on to LYNCLAB1SVR as LYNCLAB1\Administrator2. Go to Start, click All Programs, click Microsoft Lync Server 2010, and then click Lync Server
Deployment Wizard.
3. On the Lync Server 2010 Deployment Wizardpage, click Prepare first Standard Edition server.
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4. On the Prepare single Standard Edition Serverpage, click Next.
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5. On the Specify path to MSIs page, enter the location of the Lync Server 2010 media, and thenclick Next. NOTE: The path should include the Setup\amd64 folder.
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6. The installation of the Standard Edition Server database will take some time. When complete,click Finish.
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7. The Deployment Wizard will now show a status of completed for the Prepare the first StandardEdition server step.
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Publish the TopologyNow that the topology is created, and the initial Standard Edition Server has been prepared, its time to
publish the topology.
1. Ensure you are logged on to LYNCLAB1SVR as LYNCLAB1\Administrator.2. If you closed Topology Builder, go to Start, click All Programs, click Microsoft Lync Server 2010,
and then click Lync Server Topology Builder. You may need to open the topology we created
above.
3. In the console tree, right-click the Lync Server 2010 node, and then click Publish Topology.4. On the Publish the topologypage, click Next.
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5. On the Select Central Management Serverpage, ensure the Front End pool we created isselected, and then click Next.
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6. The Topology Builder will begin publishing the topology. When complete, ensure each stepshows a status ofSuccess, and then click Finish.
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Setup the Lync 2010 Standard Edition ServerNow that the topology has been published, were ready to setup the Lync 2010 Standard Edition Server.
Install the Local Configuration Store
1. Ensure you are logged on to LYNCLAB1SVR as LYNCLAB1\Administrator2. Go to Start, click All Programs, click Microsoft Lync Server 2010, and then click Lync Server
Deployment Wizard.
3. On the Lync Server 2010 Deployment Wizardpage, click Install or Update Lync Server System.
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4. On the Lync Server 2010 page, under Step 1: Install Local Configuration Store, click Run.
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5. On the Configure Local Replica of Central Management Store page, ensure the Retrieve directlyfrom the Central Management Store option is selected, and then click Next.
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6. The installation of the Local Configure Store will begin.7. Verify the Task Status shows as Completed, and then click Finish.
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Install the Standard Edition Components
1. On the Lync Server 2010 page, under Step 2: Setup or Remove Lync Server Components, clickRun.
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2. On the Setup Lync Server Components page, click Next.
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3. The installation of the Standard Edition Components will begin.4. Once Completed, the Task Status will show as The cmdlet completed with errors, and there will
be a warning that the server must be restarted before installation can continue.
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5. Click Finish.6. On the Restart Requireddialog box, click OK.7. Restart the virtual machine.8. Once the virtual machine has restarted, log back on with the LYNCLAB1\Administrator account.9. Go to Start, click All Programs, click Microsoft Lync Server 2010, and then click Lync Server
Deployment Wizard.
10.On the Lync Server 2010 Deployment Wizardpage, click Install or Update Lync Server System.11.On the Lync Server 2010 page, under Step 2: Setup or Remove Lync Server Components, click
Run.
12.On the Setup Lync Server Components page, click Next.13.The installation will proceed.14.Verify the installation is successful, and then click Finish.
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Request, Install, and Assign Certificates
1. On the Lync Server 2010 page, under Step 3: Request, Install or Assign Certificates, click Run.2. On the Certificate Wizardpage, click Request.
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3. On the Certificate Requestpage, click Next.4. On the Delayed or Immediate Requests page, ensure the Send the request immediately option
is selected, and then click Next.
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5. On the Choose a certificate Authority (CA) page, verify the CA from the lab is detected, and thenclick Next.
6. On the Certificate Authority Accountpage, click Next.
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7. On the Specify Alternate Certificate Template page, ensure the Use alternate certificatetemplate for the selected certification authority option is not selected, and then click Next.
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8. On the Name and Security Settings page, use the default Friendly Name, or enter a new FriendlyName, and then click Next.
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9. On the Organization Information page, click Next.10.On the Geographical Information page, click Next.11.On the Subject Name / Subject Alternate Names page, click Next.
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12.On the SIP Domain setting page, select lynclab1.local under Configured SIP domains, and thenclick Next.
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13.On the Configure Additional Subject Alternate Names page, click Next.14.On the Certificate Request Summarypage, verify the summary information, and then click Next.
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15.On the Executing Commands page, ensure the Task Status shows as Completed, and then clickNext.
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16.On the Online Certificate Request Status page, ensure the Assign this certificate to the LyncServer certificate usages option is selected, and then click Finish.
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17.On the Certificate Assignmentpage, click Next.
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18.On the Certificate Assignment Summarypage, verify the summary information, and then clickNext.
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19.On the Executing Commands page, ensure the Task Status shows as Completed, and then clickFinish.
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20.The Certificate Wizardwill now show aStatusofAssigned for the certificate we installed. ClickClose.
21.
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Start Services
1. On the Lync Server 2010 page, under Step 4: Start Services, click Run.
2. On the Start Services page, click Next.
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3. On the Executing Commands page, ensure the Task Status shows as Completed, and then clickFinish.
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Run the Lync Server 2010 Control PanelFinally, to verify the installation was successful, we will start the Lync Server 2010 Control Panel.
1. Ensure you are logged onto LYNCLAB1SVR with the LYNCLAB1\Administrator account.2. Go to Start, click All Programs, click Microsoft Lync Server 2010, and then click Lync Server
Control Panel.
3. You will be prompted for credentials. Enter the credentials for the LYNCLAB1\Administratoraccount, and then click OK.
4. The Lync Server Control Panel will open.
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