Microsoft® Lync™ 2010Instant Messaging and Presence ExperienceModule 07

Microsoft Corporation

Session Objectives• Learn about Lync 2010 Instant Messaging and Presence

Investments

• Share what we have learned from user feedback

• Look under the covers for the new Lync 2010 features

• Understand infrastructure and new service updates in Lync 2010

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Instant Messaging and Presence in Lync 2010

• Locate someone on Lync 2010 using incomplete information

Find and communicate with the right people

• People are easy to get in touch with. Share where you are and what you are doing

Connect with your social network

• Easily manage your day-to-day communication using Lync 2010

Manage your communications

• Communicate and collaborate from within office applications

Communicate within context

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Instant Messaging and Presence in Lync 2010

• Live Contact CardBringing real time up to date information about People

• Contact PhotosKnow who you are trying to find

• Contact Spoken NameKnow how to properly pronounce other persons name

• Fast Search ExperienceServer based Search (ABS-WQ), alternate to local GAL download

• Skill SearchBetter Together with SharePoint

Find and communicate with the right people

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Find and Communicate with the Right People• Hover Card – Consistent

People Experience Across OfficeRicher presence information: picture, status, location and access to all communication modalities

• Live Contact CardAggregated data from Presence, Active Directory® Domain Services (AD DS) and Exchange Personal Contacts

Organizational Information

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Live Contact Card

• User Interface aggregates data from multiple sources• Active Directory• Exchange Personal Contact• Presence

• Access controlled Presence information• Work group can see Free/Busy information through the Calendar along

with subjects of meetings• Family and friends can see home phone numbers

• Familiar experience across Lync 2010, Office, and other applications

• Organization information helps find alternate contacts

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Contact Photos• Photos are delivered to the Lync 2010 client in one of two ways:

• Presence document – URL set by user in options dialog in Lync 2010• URL cannot have any sort of authentication required to access, and

picture must be less than 10K in size• Address book service – Web Query (ABS-WQ)

• Web service on Lync 2010 that pulls pictures from Active Directory Domain Services (AD DS) . Pictures in AD can be synced with SharePoint using Forefront Identity Manager

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User adds Photo to MySite

(SharePoint 2010)

SharePoint 2010

syncs photo to Active

Directory

Lync Server 2010 pulls

photo from AD to GAL(User

Replication)

Lync 2010” issues ABS-WQ for contact and gets Photo URL

Lync 2010 issues second

ABS-WQ to Photo URL to get binary file

Active Directory Lync Server 2010

Contact Photos• Pictures do not get bigger than 4 KB when resized

• Stored in the thumbNailPhoto attribute, modify and replicate to the Global Catalog

• Will increase Global Catalog replication in multiple domain forests

• Sizing is based only on employee accounts

• Client cached the pictures and hash value comparison is used to check for updates

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Contact Photos (Cont’d)

• With Exchange Server 2010:Import-RecipientDataProperty -Identity Ayla -Picture -

FileData ([Byte[]]$(Get-Content -Path "M:\Employee

Photos\JohnSmith.jpg" -Encoding Byte -ReadCount 0))

• Without Exchange Server 2010: Fill the thumbNailPhoto attribute

• More information: KB 292029• Full photo story:

http://msexchangeteam.com/archive/2010/03/10/454223.aspx• GAL Photo FAQ:

http://msexchangeteam.com/archive/2010/06/01/455005.aspx• Sample script for uploading photos:

http://msunified.net/exchange-downloads/script-uploadphoto-ps1/ 9

Contact Spoken Name

• Similar to photos• Consider Global Catalog grow• Must be either WMA 9 voice or PCM 8 KHz 16 bit• File must be smaller than 32 KB/s• Data is cached via EWS• With Exchange Server 2010:

Import-RecipientDataProperty -Identity "Tony Smith"

-SpokenName -FileData ([Byte[]]$(Get-Content -Path

"M:\AudioFiles\TonySmith.wma" -Encoding Byte -

ReadCount 0))10

Fast and Skill Search

• Fast Search Experience Across Office ApplicationsSearch your organization directory

Faster identification of picture and title

Presence helps find who is available

• Skill SearchIntegration with SharePoint to enable broad keyword based search experience

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Fast Search ExperienceAddress Book Service – Web Query(ABS-WQ)

• Lync Server 2010 now supports a server-based search (ABS-WQ)• Addition to GAL (galcontacts.db and deltas) download search

• Eliminates the need to download and manage GAL files on the desktop

• Also used to retrieve photos, distribution group information, and organization information

• Results are hashed/cached on the client to reduce network traffic

• Enabled via in-band settings• Default set to do local ABS download for Lync 2010 client and ABS-WQ for

devicesTIP: With ABS-WQ, clients are no longer required to download a local copy of the

GAL12

ABS – Web QueryHow it works

• Search String (text or number)

• Search Fields

• Fields that need to be returned back in Search Results

• Maximum Number of results returned

• Exact or Prefix Search

Contact Object1 /Hash Value1,

Contact Object2 /Hash Value2

Contact Object3 /Hash Value3

…

Search for:

“Marco”

Query Input Search Results

LocalCach

e

LocalCach

e

ABS-WQ

Lync Server 2010

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ABS – Web Query Searchable fields

ABS-WQ searches all the fields currently supported in the client-based contact list search: • First name (givenName) • Last name(sn) • Display name (displayName) • Company • Primary email • All email addresses (e.g. sip, x500, etc.) • Alias (mailNickname) • Phone Numbers (Home, Mobile, Work, Other)

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Skill Search OverviewLync 2010 supports SharePoint Profile Search Web-Service for skills-based searches• Requires SharePoint 2007 or later with maintained MySites

• SharePoint search center URL is provisioned via in-band settings

• SP must be published to Internet: Different URLs for search center (internal and external)

• Requires full SharePoint – Windows SharePoint Services are not sufficient

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Lync Server 2010<QueryText>Tech ready</QueryText>

In-band Settings

<ResponsePacket> <Response>……

SharePoint Server

NOTE: Integration with Lync 2010 requires all out-of-box people search properties to be present in the Sharepoint User Profile schema.

!

Instant Messaging and Presence in Lync 2010

Connect with your Social Network

• Unified Contact StoreContact sync using Exchange

• Search Social NetworkUsing Outlook Social Connector – Outlook 2010

• Frequent Contacts• Activity Feed

Share where you are and what are you doing

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Connect with Your Social NetworkUnified Contact Store

• Exchange is your single contact store for Lync 2010, Outlook, or mobile contacts

• Enabling you to Rename, add Phone numbers or other Contact details in one single place

Search Social Network (using Outlook Social Connector)

• Search your social contacts across LinkedIn, Facebook, and other networks

• Unified Search experience18

Unified Contact Store (UCS)Overview

• Contact Sync – Lync 2010 contacts are also your Exchange personal contacts, which allows a single unified contact store

• Search Aggregation – Merging duplicate contacts across AD DS and Exchange in Search results

• Contact Merge – Single representation of contact using data from AD DS, Exchange, and Presence

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UCS – Contact Sync

• Lync 2010 creates Exchange contacts for all contacts on the contact list (AD DS, Federated, One-Off)• Requires Exchange Server 2010+ deployed with Exchange Web Services (EWS)

• Allows for editing contact properties• Rename a contact and add additional phone numbers, notes and other information

• Only the preferred endpoint migrates contacts to Exchange• Must be Lync 2010 or later endpoint• Cannot be a Unified Lync Client Platform/Lync application programming

interface/Lync Mobile client or devices• Must have Exchange Web Services connectivity• Should be the first endpoint that signs in

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NOTE: Either Admin or user can turn off Contact sync which is on by default!

UCS – Search AggregationMerging duplicate contacts

• Only contacts between AD DS and Exchange (Personal Contacts) can be merged• AD/AD contacts are not merged (they are always unique)• Exchange/Exchange contacts are not merged

Both Contacts

from Exchange?

Merge Contacts

Stop Merge

Both Contacts from AD?

Exchange IM Address = AD SIP URI?

Exchange Email1/2/3 AD Primary SMTP/SIP

URI/All Emails

NOTE: Search results will return all matching contacts if multiple Exchange contacts have the same phone number.

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!

UCS – Contact MergeContact merging fallback logic

• Priority is given to AD Presence Outlook for:• Title, Company, Department, Office, Org (e.g. Manager), Web Page (e.g.

MySite), Alias (mail nickname)

• Priority is given to Presence AD Outlook for:• Phone numbers (Work, Home, Mobile, Other), Location, Calendar F/B,

Presence, IM Address (Session Initiation Protocol Uniform Resource Identifier (SIP URI))

• Display Name uses Outlook Presence AD• Email (Primary Simple Mail Transfer Protocol (SMTP) Address) uses

Outlook AD Presence

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NOTE: Display name priority: Outlook contact, Presence, AD DS, Company for Outlook Contact, FileAs from Outlook Contact

!

Search Social NetworkUsing Outlook Social Connector (OSC)

• Outlook contacts referenced/linked to AD DS and Contacts are kept in sync using OSC

• OSC syncs contacts from popular Social Networks (LinkedIn, Facebook, MySpace, Windows Live) into Exchange/Outlook personal contact

• Lync 2010 indexes all personal contacts and enables search across all social contacts

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Frequent ContactsSystem generated group based on Lync 2010 history• Pinned Contacts (User Managed)

• User can Pin frequently used contacts in this group

• Roams across end points

• System created Frequent Contacts• Top 10 Frequently contacted contacts• Lync 2010 has local cache of Contacts with

whom the user has interacted with• Cache has assigned weight for each contact

based on Conversation type, modality, incoming vs. outgoing, and last time used

• Cache pre-populated (and pinned) team information from AD DSNOTE: Recent contacts are available as part of Lync history in conversation Environments

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!

Activity Feed• Me Area

Share where you are and what you are doing

Quick access to set your information

• Activity FeedKnow what your network is doing

View status updates, new Pictures, Office moves, or a changes in role

My Activities for reviewing what others are seeing about yourself

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SETTING

UPDATES

Activity FeedComponents of Activity Feed

• Note/Status Message History• Last 3 Notes published by the user• User has option to clear Note History

• Picture Update• User can change the picture in AD DS/SharePoint or via URL in Presence• Lync 2010 compares hash code for Pictures to trigger new activity feed

• Title and office location Update• Auto triggered by the change in AD

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NOTE: Activity Feed generated for Frequent Contacts as well as for contacts in your Distribution Groups (DGs) on contact list

!

Instant Messaging and Presence in Lync 2010

Manage your Communications

• Exchange IntegrationConnecting using EWS and MAPI

• Authentication in Lync 2010New ways to Authenticate in Lync 2010

• IM and Presence EnhancementsReliable and Improved experience

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Manage Your CommunicationsConversation Environment

Manage your Active Conversations

Redial list for all your conversations (IM, Calls, Conferences, and Collaborative Conversations)

Access to Conversation History (via EWS)

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Exchange IntegrationLync 2010 interaction with EWS and MAPI

• Lync 2010 now prefers Exchange Web Services (EWS) over Messaging Application Programming Interface (MAPI)

• New 64-bit UCMAPI to support 64-bit Outlook• Connecting to MAPI/EWS is delayed after sign-in

to reduce performance impact

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TIP: Lync 2010 now uses EWS to overcome 64-bit MAPI marshaling (CU4)

Exchange IntegrationLync 2010 interaction with EWS and MAPI

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Feature Exchange Server 2003

Exchange Server 2007/Lync Server 2010No EWS

Exchange Server 2007/Lync Server 2010 (MAPI + EWS)

Exchange Server 2007/Lync Server 2010 (No MAPI)

Voice Mail Notification – Read/Unread Count

MAPI (Pushed)

EWS(Subscription)

Missed Conversations Notification – Read/Unread Count

Voice Mail display in Lync 2010 N/A

Recent Conversation History in Conversation Environment

N/A

Exchange Contacts Integration (Contact merge and search)

MAPI (Pushed)

Write Conversation History to Exchange MAPI (On Demand) EWS(On Demand)Contacts Creation in Exchange (sync) N/A

Free/Busy Calendar Information MAPI (Polled)EWS

(Polled)Working Hours N/A

Out of Office Message MAPI (Polled)

Exchange Delegates MAPI (Pushed) N/A

NOTE: Conversation Environment requires EWS enabled on Exchange!

Authentication: New in Lync Server 2010• Certificate authentication

• Authenticating without AD DS (temporarily) for Branch Resiliency

• PIN based devices authenticating outside enterprise

• PIN based authentication• Inside devices authenticating with keypad

• In order to support these scenarios, we have added a new authentication framework called Web-Ticket

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Web-Ticket Authentication• Service can use NT LAN Manager (NTLM), Kerberos, PIN, or Lync Server 2010 Signed

Certificate to get a web-ticket

• Web-ticket authentication used for Lync Server 2010 Web services• ABS, Distribution List Expansion (DLX), ABS-WQ, Response Group Service (RGS),

Lync Server 2010 Certificate

• Consolidates web service authentication under a single standards-based framework• WS-Transfer, WS-Trust, WS-Security, Security Assertion Markup Language (SAML),

Simple Object Access Protocol( SOAP), WS-MetadataExchange

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First Time Use

NTLM/Kerb/PIN to get Web-Ticket

Use Web-Ticket to get Lync Server

Certificate

Use Lync Server

Certificate to renew

Web-Ticket

Use Web-Ticket to authenticate with

other Lync 2010 services:

ABS/DLX/etc.

AutoDiscovery• Device Discovery Order

• Internal Network• DHCP Option 43 (certificate

chain)• DHCP Option 120 (Registrar)• DNS-SRV

• _sipinternaltls._tcp.domain• DNS

• sipinternal.domain

• External Network• DNS-SRV

• _sip._tls.domain• DNS

• sip.domain

• Microsoft Lync 2010 Discovery Order• Internal Network

• DNS-SRV• _sipinternaltls._tcp.domain

• DHCP Option 120 (SIP Server)• DNS

• sipinternal.domain

• External Network• DNS-SRV

• _sip._tls.domain• DNS

• sip.domain

NOTE: Devices discover Dynamic Host Configuration Protocol (DHCP) before DNS for PIN authentication to avoid OCS 2007 R2 directors.

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!

IM ReliabilityPain points addressed• You see someone as available but get NDR when you send IM – Stale Presence

• First message and invite appears to be out of order – A new header has been

introduced in Lync Server 2010 so that the initial INVITE and MESSAGE are

packaged together

• Presence is stale for users logged in Externally – Reduced the timeout for users

connected via the access point to be equivalent to the timeout for users on

corpnet

• IM Conferences do not auto rejoin in case of transient network drop offs –Lync

Server 2010 client will now automatically rejoin IM conferences whenever

possible if the Lync 2010 window is still open

• Not sure if IM is successfully delivered – visual indicator for IM delivery

• Better reporting for monitoring system reliability

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Presence EnhancementsPain points addressed

• Shows Presence for only people in contact list – Added support for enhanced privacy

• User confusion with half states in Presence – Removed half state visuals, inactive information available as Text

• Helping users control their availability after work – New manual Presence state “Off Work”

• Make location information more accessible – Location and time zone information is available for Company Container

• Free/Busy data is not available when contact is away – Making Free/Busy time-bound instead of end-point

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Presence EnhancementsEnhanced Privacy option• Supports Migration for user access level from OCS 2007 and OCS

2007 R2 to new privacy mode in Lync Server 2010• Admin can turn the Enhanced Privacy for a specific pool using in-

band setting (EnablePrivacyMode: True)• User can opt out of Privacy mode and allow everyone to see her

Presence• In addition to Presence Privacy, user has options for enhanced

Privacy:• EnableLocationPrompt: Controls access to user location provided by

OCOM (Including Office 2010)• PublishLocationDataDefault: Controls publishing of location data for other

users• DisplayPublishedPhotoDefault: Controls showing of photo in Lync 2010 UI36

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Q&A

Appendix

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SharePoint Profile Search IntegrationProperties requested by Lync 2010• Lync 2010 requests for all the SharePoint 2007 OOB people properties:• PreferredName• JobTitle• Department• OfficeNumber• WorkEmail• Responsibility• SipAddress• PastProjects• Interests• Memberships• AboutMe• HitHighlightedSummary• HitHighlightedProperties• Path (required property for the Query web service)• Description (required property for the Query web service)• Write (required property for the Query web service)• Rank (required property for the Query web service)• Size (required property for the Query web service) 39

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© 2010 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.

© 2011 Microsoft Corporation.  All rights reserved.  Microsoft, Windows, 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.  This document may contain information related to pre-release software, which may be substantially modified before its first commercial release. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED  OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. Unless otherwise noted, the example companies, organizations, products, domain names, e-mail addresses, logos, people, places and events depicted herein are fictitious, and no association with any real company, organization, product, domain name, email address, logo, person, place or event is intended or should be inferred.