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U-SYS WorkSpace UC User Manual

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Chapter 1 System Description 1-1 ........................................................................ 1.1 Introduction to Unified Communication System 1-1 ..................................... 1.2 Services 1-2 .................................................................................................. 1.2.1 Overview of Services 1-2 ..................................................................... 1.2.2 Click to Call 1-2 .................................................................................... 1.2.3 Click to Fax 1-3 .................................................................................... 1.2.4 Instant Message 1-3 ............................................................................. 1.2.5 Presence 1-3 ........................................................................................ 1.2.6 Phone Presence 1-4 ............................................................................ 1.2.7 Intelligent Call Route 1-4 ...................................................................... 1.2.8 Remote Office 1-5 ................................................................................ 1.2.9 Unified Message 1-6 ............................................................................ 1.3 Functions 1-6 ................................................................................................ 1.3.1 Portal 1-6 .............................................................................................. 1.3.2 Single Sign On 1-6 ............................................................................... 1.3.3 Personal Information Management t 1-6 .............................................. 1.3.4 Address List 1-6 ................................................................................... 1.3.5 Call Log 1-7 .......................................................................................... 1.3.6 UC Administration 1-7 .......................................................................... 1.3.7 Multi-Level Service Management 1-7 ................................................... 1.3.8 Network Address Translation 1-7 ......................................................... 1.3.9 Language Support 1-7 ......................................................................... 1.4 Networking Principles 1-7 ............................................................................. 1.4.1 Networking Model 1-7 .......................................................................... 1.4.2 UC Server Group 1-8 ........................................................................... 1.4.3 Networking Modes 1-10 ......................................................................... 1.5 Billing System 1-13 ......................................................................................... 1.5.1 Overview of Billing System 1-13 ............................................................ 1.5.2 Examples of Charging Cases 1-13 ........................................................ 1.6 Technical Specifications 1-14 ......................................................................... 1.6.1 System Capacity 1-14 ............................................................................ 1.6.2 Power Consumption 1-15 ....................................................................... Chapter 2 Installation and Configuration of UC Server 2-1 ............................... 2.1 Installing UC System Software 2-1 ............................................................... 2.1.1 Configuring System and Connection Data 2-1 ..................................... 2.1.2 Overview of Software Installation 2-3 ................................................... 2.1.3 Installing Operating System 2-4 ........................................................... 2.1.4 Installation of Active Directory 2-9 ........................................................ 2.1.5 Installation of Live Communication Server 2003 2-25 ............................
Transcript
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    Chapter 1 System Description 1-1........................................................................

    1.1 Introduction to Unified Communication System 1-1.....................................

    1.2 Services 1-2..................................................................................................

    1.2.1 Overview of Services 1-2.....................................................................1.2.2 Click to Call 1-2....................................................................................

    1.2.3 Click to Fax 1-3....................................................................................

    1.2.4 Instant Message 1-3.............................................................................

    1.2.5 Presence 1-3........................................................................................

    1.2.6 Phone Presence 1-4............................................................................

    1.2.7 Intelligent Call Route 1-4......................................................................

    1.2.8 Remote Office 1-5................................................................................

    1.2.9 Unified Message 1-6............................................................................

    1.3 Functions 1-6................................................................................................1.3.1 Portal 1-6..............................................................................................

    1.3.2 Single Sign On 1-6...............................................................................

    1.3.3 Personal Information Management t 1-6..............................................

    1.3.4 Address List 1-6...................................................................................

    1.3.5 Call Log 1-7..........................................................................................

    1.3.6 UC Administration 1-7..........................................................................

    1.3.7 Multi-Level Service Management 1-7...................................................

    1.3.8 Network Address Translation 1-7.........................................................

    1.3.9 Language Support 1-7.........................................................................

    1.4 Networking Principles 1-7.............................................................................

    1.4.1 Networking Model 1-7..........................................................................

    1.4.2 UC Server Group 1-8...........................................................................

    1.4.3 Networking Modes 1-10.........................................................................

    1.5 Billing System 1-13.........................................................................................

    1.5.1 Overview of Billing System 1-13............................................................

    1.5.2 Examples of Charging Cases 1-13........................................................

    1.6 Technical Specifications 1-14.........................................................................1.6.1 System Capacity 1-14............................................................................

    1.6.2 Power Consumption 1-15.......................................................................

    Chapter 2 Installation and Configuration of UC Server 2-1...............................

    2.1 Installing UC System Software 2-1...............................................................

    2.1.1 Configuring System and Connection Data 2-1.....................................

    2.1.2 Overview of Software Installation 2-3...................................................

    2.1.3 Installing Operating System 2-4...........................................................

    2.1.4 Installation of Active Directory 2-9........................................................

    2.1.5 Installation of Live Communication Server 2003 2-25............................

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    2.1.6 Installing SQL Server 2000 2-37............................................................

    2.1.7 Installation of SQL Server 2000 Service Pack 3 2-52............................

    2.1.8 Installation of Exchange Server 2003 2-60............................................

    2.2 Installation and Configuration of UC Application 2-77....................................

    2.2.1 Installing on AD Side 2-77......................................................................

    2.2.2 Installation on Portal Side 2-87..............................................................

    2.2.3 Deployment and Configuration for Multiple Enterprises 2-94.................

    2.3 Deploying UC Service With NAT 2-96............................................................

    2.3.1 Installing Certificate in AD 2-96..............................................................

    2.3.2 Installing Certificate for Web Server 2-98..............................................

    2.3.3 Configuration for LCS Communication 2-100..........................................

    Chapter 3 Operation Guide for Administrators 3-1.............................................

    3.1 Overview of UC Operations 3-1....................................................................3.1.1 Classification of Administrators 3-1......................................................

    3.1.2 UC Service Flow 3-1............................................................................

    3.1.3 Operation Preparations of Administrators 3-2......................................

    3.2 Operations Performed by Service Administrator 3-5....................................

    3.2.1 Logging In to UC Admin 3-5.................................................................

    3.2.2 Managing and Configuring Company 3-5............................................

    3.2.3 Logging Out of UC Admin 3-10..............................................................

    3.3 Operations Performed by Company Administrator 3-10.................................

    3.3.1 Logging In to UC Admin 3-10.................................................................

    3.3.2 Setting Company Information 3-11........................................................

    3.3.3 Setting Department Information 3-12.....................................................

    3.3.4 Setting UC Subscriber Information 3-13................................................

    Chapter 4 Operation Guide for UC Subscribers 4-1...........................................

    4.1 Configuring Client 4-1...................................................................................

    4.1.1 Overview of Client Configuration 4-1...................................................

    4.1.2 Installing Microsoft XML 3.0 Service Pack 4 4-1..................................

    4.1.3 Installing Hotpatch KB832414 4-2........................................................

    4.1.4 Setting Trusted Sites 4-2......................................................................

    4.1.5 Installing NET Framework 4-2..............................................................

    4.1.6 Installing Client Software 4-3...............................................................

    4.1.7 Setting Client Software 4-5..................................................................

    4.1.8 Setting E-mail 4-6.................................................................................

    4.1.9 Setting Language 4-7...........................................................................

    4.2 Logging In and Logging Out 4-7...................................................................

    4.2.1 Logging In to UC WorkSpace Client 4-7..............................................

    4.2.2 Logging Out of UC WorkSpace Client 4-9...........................................

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    4.2.3 Meanings of Common Buttons on [Call Manager] of Client 4-10...........

    4.3 Setting Display Language on Client 4-14.......................................................

    4.4 Click to Dial 4-15............................................................................................

    4.4.1 Prerequisites of Click to Dial 4-15..........................................................

    4.4.2 Operation Procedure of Click to Dial 4-15..............................................

    4.5 Click To E-mail 4-16.......................................................................................

    4.5.1 Prerequisites of Click to E-mail 4-16......................................................

    4.5.2 Operation Procedure of Click to E-mail 4-16..........................................

    4.6 Click To Fax 4-16...........................................................................................

    4.6.1 Prerequisites of Click to E-mail 4-16......................................................

    4.6.2 Operation Procedure of Click to E-mail 4-16..........................................

    4.7 Enhanced Caller ID Display 4-17...................................................................

    4.7.1 Prerequisites of Enhanced Caller ID Display 4-17.................................

    4.7.2 Operation Procedure of Enhanced Caller ID Display 4-17.....................

    4.8 Forwarding Incoming Call 4-18.......................................................................

    4.8.1 Prerequisites of Forwarding Incoming Call 4-18....................................

    4.8.2 Operation Procedure of Forwarding Incoming Call 4-18........................

    4.9 Holding and Retrieving Incoming Call 4-19....................................................

    4.9.1 Prerequisites of Holding and Retrieving Incoming Call 4-19..................

    4.9.2 Operation Procedure of Holding and Retrieving Incoming Call 4-19.....

    4.10 Holding and Retrieving Outgoing Call 4-20..................................................

    4.10.1 Prerequisites of Holding and Retrieving Outgoing Call 4-20................4.10.2 Operation Procedure of Holding and Retrieving Outgoing Call 4-20...

    4.11 Terminating Incoming Call 4-20....................................................................

    4.11.1 Prerequisites of Terminating Incoming Call 4-20.................................

    4.11.2 Operation Procedure of Terminating Incoming Call 4-21.....................

    4.12 Click to Conference 4-21..............................................................................

    4.12.1 Prerequisites of Click to Conference 4-21............................................

    4.12.2 Operation Procedure of Click to Conference 4-21...............................

    4.12.3 Click to Conference Operations 4-22...................................................

    4.13 Changing Status of UC Subscriber 4-24......................................................4.14 Operations of Observer 4-25........................................................................

    4.15 Sending Instant Messages 4-26...................................................................

    4.16 Sending Files or Photos 4-27.......................................................................

    4.17 Sharing 4-28.................................................................................................

    4.18 Whiteboard 4-30...........................................................................................

    4.19 Personal Contacts 4-30................................................................................

    4.20 Company Contacts 4-31...............................................................................

    4.21 Intelligent Routing by Presence 4-32............................................................

    4.21.1 Entering [Intelligent Routing] Window 4-32..........................................

    4.21.2 Setting Caller Group Information 4-33.................................................

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    4.21.3 Setting Intelligent Routing Policy 4-34.................................................

    4.22 Intelligent Call Routing by Time State 4-36..................................................

    4.22.1 Entering [Intelligent Routing] Interface 4-36.........................................

    4.22.2 Setting Caller Group Information 4-37.................................................

    4.22.3 Setting Time State 4-38.......................................................................

    4.22.4 Setting Time State Intelligent Call Routing Policy 4-41........................

    4.23 Temporary Binding CTD 4-41.......................................................................

    4.23.1 Prerequisites of Temporary Binding CTD 4-41....................................

    4.23.2 Operation Procedure of Temporary Binding CTD 4-41........................

    4.24 Temporary Binding Incoming Call Processing 4-42.....................................

    4.24.1 Prerequisites of Temporary Binding Incoming Call Processing 4-42...

    4.24.2 Operation Procedure of Temporary Binding Incoming CallProcessing 4-42..............................................................................................

    4.25 Querying Call Log 4-42.................................................................................

    4.25.1 Prerequisites of Querying Call Log 4-42..............................................

    4.25.2 Operation Procedure of Querying Call Log 4-42..................................

    Chapter 5 Troubleshooting 5-1.............................................................................

    5.1 Classification of Fault Causes 5-1................................................................

    5.2 Troubleshooting Procedure 5-1....................................................................

    5.2.1 Checking Network Communication 5-1................................................

    5.2.2 Checking UC Data Configuration for SoftX3000 5-1............................

    5.3 Treatment of Network Communication Faults 5-2........................................5.3.1 Server Working Abnormally After Restarting 5-2.................................

    5.3.2 Failure in Logging in to System 5-2......................................................

    5.3.3 Failure in Adding Trusted Site 5-3........................................................

    5.3.4 Failure in Modifying Password in Login Window 5-3............................

    5.3.5 Failure in Logging in to Instant Message Server 5-3............................

    5.4 Treatment of Typical Operational Faults 5-4................................................

    5.4.1 User Unable to Click to Dial 5-4...........................................................

    5.4.2 Failure in Starting UCA Service 5-4.....................................................

    5.4.3 Failure in Starting Call Log Service 5-4................................................

    5.5 Solution to Typical Operational Problems on UC Client 5-5.........................

    Appendix A Configuring UC Service Data in SoftX3000 A-1..............................

    A.1 Overview of Configuration A-1......................................................................

    A.1.1 Objective of Configuration A-1.............................................................

    A.1.2 Prerequisites of Configuration A-1.......................................................

    A.1.3 Description of Configuration Relationship A-1.....................................

    A.1.4 Preparations for UC-Related Data A-1.................................................

    A.1.5 Configuration Procedure A-1................................................................

    A.1.6 Relations Between Database Tables A-2............................................

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    A.2 Adding Workstation A-3................................................................................

    A.2.1 MML Commands A-3...........................................................................

    A.2.2 Description of Configuration A-4..........................................................

    A.2.3 Description of Parameters A-4.............................................................

    A.3 Adding UC Group A-4...................................................................................

    A.3.1 MML Commands A-4...........................................................................

    A.3.2 Description of Parameters A-4.............................................................

    A.4 Adding UC User A-5.....................................................................................

    A.4.1 MML Commands A-5...........................................................................

    A.4.2 Description of Parameters A-5.............................................................

    A.5 Configuration Instance A-7...........................................................................

    A.5.1 Instance Data A-7................................................................................

    A.5.2 Steps of Configuration A-7...................................................................

    A.6 Optional Configurations A-8.........................................................................

    A.6.1 Adding UC Caller Group A-8................................................................

    A.6.2 Adding UC Intelligent Call Routing A-9................................................

    A.6.3 Adding UC Week Information A-11........................................................

    A.6.4 Adding UC Date Information A-13..........................................................

    A.6.5 Adding UC Time State Information A-14................................................

    Appendix B Typical Service Flows B-1................................................................

    B.1 CTD Service Flow B-1..................................................................................

    B.2 CTF Service Flow B-2..................................................................................

    B.3 Enhanced Caller ID Service Flow B-3..........................................................

    B.4 CTC Service Flow B-3..................................................................................

    B.5 Temporary Binding (Remote Office) Service Flow B-4.................................

    B.6 Flow of CTD Service of Temporary Binding Service B-5..............................

    B.7 Flow of Call Processing Service of Temporary Binding Service B-7............

    B.8 ICR Service Flow B-7...................................................................................

    B.8.1 ICR Service Setting Flow B-7...............................................................

    B.8.2 ICR Service Processing Flow B-8........................................................B.9 Unified Message Service Flow B-9...............................................................

    B.9.1 Flow of Instant Message Notification of Unanswered Call B-9............

    B.9.2 Flow of Transferring Voice Mailbox to Email B-10.................................

    Appendix C Acronyms and Abbreviations C-1....................................................

    Index .................................................................................................................

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    HUAWEI

    U-SYS WorkSpace Unified Communication System

    User Manual

    V100R001

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    U-SYS WorkSpace Unified Communication System

    User Manual

    Manual Version T2-010108-20041104-C-1.31

    Product Version V100R001

    BOM 31014608

    Huawei Technologies Co., Ltd. provides customers with comprehensive technical support

    and service. Please feel free to contact our local office or company headquarters.

    Huawei Technologies Co., Ltd.

    Address: Administration Building, Huawei Technologies Co., Ltd.,

    Bantian, Longgang District, Shenzhen, P. R. China

    Postal Code: 518129

    Website: http://www.huawei.com

    Email: [email protected]

    http://www.huawei.com/http://www.huawei.com/
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    Copyright 2004 Huawei Technologies Co., Ltd.

    All Rights Reserved

    No part of this manual may be reproduced or transmitted in any form or by any

    means without prior written consent of Huawei Technologies Co., Ltd.

    Trademarks

    , HUAWEI, C&C08, EAST8000, HONET, , ViewPoint, INtess, ETS, DMC,

    TELLIN, InfoLink, Netkey, Quidway, SYNLOCK, Radium, M900/M1800,

    TELESIGHT, Quidview, Musa, Airbridge, Tellwin, Inmedia, VRP, DOPRA, iTELLIN,

    HUAWEI OptiX, C&C08iNET, NETENGINE, OptiX, iSite, U-SYS, iMUSE, OpenEye,

    Lansway, SmartAX, infoX, TopEng are trademarks of Huawei Technologies Co.,

    Ltd.

    All other trademarks mentioned in this manual are the property of their respective

    holders.

    Notice

    The information in this manual is subject to change without notice. Every effort has

    been made in the preparation of this manual to ensure accuracy of the contents, but

    all statements, information, and recommendations in this manual do not constitute

    the warranty of any kind, express or implied.

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    About This Manual

    Release Notes

    This manual applies to U-SYS WorkSpace Unified Communication System V100R001.

    Organization

    There are five chapters and three appendixes in the manual.

    Chapter 1 System Description profiles the development background, networking

    modes, operation principles and services of UC system.

    Chapter 2 Installation and Configuration of UC Server illustrates the installation

    and configuration procedures of UC Server and provides UC Server operation guide.

    Chapter 3 Operation Guide for Administrators provides a guidance of UC

    administrators.

    Chapter 4 Operation Guide for UC Subscribers provides a guidance of UC

    subscribers.

    Chapter 5 Troubleshooting presents the troubleshooting clues and methods for

    common UC faults.

    AppendixA Configuring UC Service Data in SoftX3000 details the configuration

    procedures of most frequently used UC services in the softswitchSoftX3000.

    Appendix B Typical Service Flows specifies the typical and frequently used service

    flows.

    Appendix C Acronyms and Abbreviations lists the abbreviations used in the manual

    with the corresponding full expressions.

    Intended Audience

    The manual is intended for the following readers:

    UC system maintenance personnel

    NGN technicians

    NGN system engineers

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    Conventions

    The manual uses the following conventions:

    I. General conventions

    Convention Description

    Arial Normal paragraphs are in Arial.

    Arial Narrow Warnings, Cautions, Notes and Tips are in Arial Narrow.Boldface Headings are inBoldface.

    II. Command conventions

    Convention Description

    Boldface The keywords of a command line are inBoldface.

    [ ] Items (keywords or arguments) in square brackets [ ] are optional.

    III. GUI conventions

    Convention Description

    < >Button names are inside angle brackets. For example, click the button.

    [ ]Window names, menu items, data table and field names are inside squarebrackets. For example, pop up the [New User] window.

    /Multi-level menus are separated by forward slashes. For example,[File/Create/Folder].

    IV. Keyboard operation

    Format Description

    Press the key with the key name inside angle brackets. For example,, , , or .

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    V. Mouse operation

    Action Description

    Click Press the left button or right button quickly (left button by default).

    Double Click Press the left button twice continuously and quickly.

    VI. Symbols

    Eye-catching symbols are also used in the manual to highlight the points worthy of

    special attention during the operation. They are defined as follows:

    Note, Comment, Tip, Knowhow, Thought: Means a complementary description.

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    User ManualU-SYS WorkSpace Unified Communication System Table of Contents

    Table of Contents

    Chapter 1 System Description..................................................................................................... 1-11.1 Introduction to Unified Communication System................................................................. 1-11.2 Services ............................................................................................................................. 1-2

    1.2.1 Overview of Services .............................................................................................. 1-21.2.2 Click to Call ............................................................................................................. 1-21.2.3 Click to Fax.............................................................................................................. 1-31.2.4 Instant Message...................................................................................................... 1-31.2.5 Presence................................................................................................................. 1-31.2.6 Phone Presence...................................................................................................... 1-41.2.7 Intelligent Call Route ...............................................................................................1-41.2.8 Remote Office ......................................................................................................... 1-51.2.9 Unified Message...................................................................................................... 1-6

    1.3 Functions ........................................................................................................................... 1-61.3.1 Portal....................................................................................................................... 1-61.3.2 Single Sign On ........................................................................................................ 1-61.3.3 Personal Information Management t....................................................................... 1-61.3.4 Address List............................................................................................................. 1-61.3.5 Call Log ................................................................................................................... 1-71.3.6 UC Administration ...................................................................................................1-71.3.7 Multi-Level Service Management............................................................................ 1-71.3.8 Network Address Translation.................................................................................. 1-71.3.9 Language Support................................................................................................... 1-7

    1.4 Networking Principles ........................................................................................................ 1-71.4.1 Networking Model ................................................................................................... 1-71.4.2 UC Server Group..................................................................................................... 1-81.4.3 Networking Modes ................................................................................................1-10

    1.5 Billing System .................................................................................................................. 1-131.5.1 Overview of Billing System.................................................................................... 1-131.5.2 Examples of Charging Cases................................................................................ 1-13

    1.6 Technical Specifications ..................................................................................................1-141.6.1 System Capacity ...................................................................................................1-141.6.2 Power Consumption.............................................................................................. 1-15

    Chapter 2 Installation and Configuration of UC Server............................................................. 2-12.1 Installing UC System Software.......................................................................................... 2-1

    2.1.1 Configuring System and Connection Data.............................................................. 2-12.1.2 Overview of Software Installation............................................................................ 2-32.1.3 Installing Operating System .................................................................................... 2-4

    i

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    User ManualU-SYS WorkSpace Unified Communication System Table of Contents

    2.1.4 Installation of Active Directory................................................................................. 2-92.1.5 Installation of Live Communication Server 2003................................................... 2-252.1.6 Installing SQL Server 2000 ...................................................................................2-372.1.7 Installation of SQL Server 2000 Service Pack 3................................................... 2-522.1.8 Installation of Exchange Server 2003 ................................................................... 2-60

    2.2 Installation and Configuration of UC Application ............................................................. 2-772.2.1 Installing on AD Side............................................................................................. 2-772.2.2 Installation on Portal Side .....................................................................................2-872.2.3 Deployment and Configuration for Multiple Enterprises ....................................... 2-94

    2.3 Deploying UC Service With NAT.....................................................................................2-962.3.1 Installing Certificate in AD..................................................................................... 2-962.3.2 Installing Certificate for Web Server...................................................................... 2-982.3.3 Configuration for LCS Communication ............................................................... 2-100

    Chapter 3 Operation Guide for Administrators .......................................................................... 3-13.1 Overview of UC Operations...............................................................................................3-1

    3.1.1 Classification of Administrators ............................................................................... 3-13.1.2 UC Service Flow......................................................................................................3-13.1.3 Operation Preparations of Administrators............................................................... 3-2

    3.2 Operations Performed by Service Administrator ............................................................... 3-53.2.1 Logging In to UC Admin..........................................................................................3-53.2.2 Managing and Configuring Company ..................................................................... 3-53.2.3 Logging Out of UC Admin .....................................................................................3-10

    3.3 Operations Performed by Company Administrator.......................................................... 3-103.3.1 Logging In to UC Admin........................................................................................3-103.3.2 Setting Company Information................................................................................3-113.3.3 Setting Department Information ............................................................................ 3-123.3.4 Setting UC Subscriber Information........................................................................3-13

    Chapter 4 Operation Guide for UC Subscribers......................................................................... 4-14.1 Configuring Client .............................................................................................................. 4-1

    4.1.1 Overview of Client Configuration............................................................................. 4-14.1.2 Installing XML Patches............................................................................................4-14.1.3 Setting Trusted Sites............................................................................................... 4-24.1.4 Setting Interface Language.....................................................................................4-24.1.5 Downloading and Installing Client Software............................................................ 4-24.1.6 Setting Client Software............................................................................................ 4-4

    4.2 Logging In and Logging Out ..............................................................................................4-44.2.1 Logging In to UC Workstation .................................................................................4-44.2.2 Logging Out of UC Workstation .............................................................................. 4-64.2.3 Logging In to UC Client...........................................................................................4-74.2.4 Meanings of Common Buttons on Client ................................................................ 4-84.2.5 Logging Out of UC Client ...................................................................................... 4-134.2.6 Modifying Subscriber Password............................................................................4-13

    ii

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    User ManualU-SYS WorkSpace Unified Communication System Table of Contents

    4.3 Click to Dial......................................................................................................................4-144.3.1 Prerequisites of Click to Dial .................................................................................4-144.3.2 Operation Procedure of Click to Dial..................................................................... 4-14

    4.4 Enhanced Caller ID Display.............................................................................................4-144.4.1 Prerequisites of Enhanced Caller ID Display........................................................ 4-144.4.2 Operation Procedure of Enhanced Caller ID Display............................................4-14

    4.5 Click to Forward............................................................................................................... 4-154.5.1 Prerequisites of Click to Forward..........................................................................4-154.5.2 Operation Procedure of Click to Forward.............................................................. 4-15

    4.6 Holding and Retrieving Incoming Call .............................................................................4-164.6.1 Prerequisites of Holding and Retrieving Incoming Call......................................... 4-164.6.2 Operation Procedure of Holding and Retrieving Incoming Call ............................ 4-16

    4.7 Holding and Retrieving Outgoing Call .............................................................................4-174.7.1 Prerequisites of Holding and Retrieving Outgoing Call......................................... 4-174.7.2 Operation Procedure of Holding and Retrieving Outgoing Call ............................ 4-17

    4.8 Terminating Incoming Call ............................................................................................... 4-174.8.1 Prerequisites of Terminating Incoming Call .......................................................... 4-174.8.2 Operation Procedure of Terminating Incoming Call.............................................. 4-17

    4.9 Click to Conference ......................................................................................................... 4-184.9.1 Prerequisites of Click to Conference..................................................................... 4-184.9.2 Operation Procedure of Click to Conference ........................................................ 4-184.9.3 Click to Conference Operations ............................................................................ 4-19

    4.10 Changing Status of UC Subscriber................................................................................4-214.11 Intelligent Routing by Presence.....................................................................................4-22

    4.11.1 Entering [Intelligent Routing] Window................................................................. 4-224.11.2 Setting Caller Group Information......................................................................... 4-224.11.3 Setting Transferred-To Number Group............................................................... 4-244.11.4 Setting Intelligent Routing Policy.........................................................................4-25

    4.12 Intelligent Call Routing by Time State ........................................................................... 4-274.12.1 Entering [Intelligent Routing] Interface................................................................ 4-274.12.2 Setting Caller Group Information......................................................................... 4-274.12.3 Setting Transferred-To Number Group............................................................... 4-284.12.4 Setting Time State............................................................................................... 4-294.12.5 Setting Time State Intelligent Call Routing Policy............................................... 4-30

    4.13 Temporary Binding CTD................................................................................................ 4-314.14 Temporary Binding Calling Processing .........................................................................4-314.15 Querying Call Log.......................................................................................................... 4-32

    Chapter 5 Troubleshooting .......................................................................................................... 5-15.1 Classification of Fault Causes ...........................................................................................5-15.2 Troubleshooting Procedure ...............................................................................................5-1

    5.2.1 Checking Network Communication......................................................................... 5-15.2.2 Checking UC Data Configuration for SoftX3000..................................................... 5-1

    iii

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    5.3 Treatment of Network Communication Faults ................................................................... 5-25.3.1 Server Working Abnormally After Restarting .......................................................... 5-25.3.2 Failure in Logging in to System............................................................................... 5-25.3.3 Failure in Adding Trusted Site................................................................................. 5-35.3.4 Failure in Modifying Password in Login Window..................................................... 5-35.3.5 Failure in Logging in to Instant Message Server.....................................................5-3

    5.4 Treatment of Typical Operational Faults ...........................................................................5-45.4.1 User Unable to Click to Dial .................................................................................... 5-45.4.2 Failure in Starting UCA Service ..............................................................................5-45.4.3 Failure in Starting Call Log Service......................................................................... 5-4

    5.5 Solution to Typical Operational Problems on UC Client.................................................... 5-5Appendix A Configuring UC Service Data in SoftX3000 ...........................................................A-1

    A.1 Overview of Configuration.................................................................................................A-1

    A.1.1 Objective of Configuration ......................................................................................A-1A.1.2 Prerequisites of Configuration ................................................................................A-1A.1.3 Description of Configuration Relationship ..............................................................A-1A.1.4 Preparations for UC-Related Data..........................................................................A-1A.1.5 Configuration Procedure.........................................................................................A-1A.1.6 Relations Between Database Tables .....................................................................A-2

    A.2 Adding Workstation ...........................................................................................................A-3A.2.1 MML Commands.....................................................................................................A-3A.2.2 Description of Configuration ...................................................................................A-4A.2.3 Description of Parameters ......................................................................................A-4

    A.3 Adding UC Group..............................................................................................................A-4A.3.1 MML Commands.....................................................................................................A-4A.3.2 Description of Parameters ......................................................................................A-4

    A.4 Adding UC User.................................................................................................................A-5A.4.1 MML Commands.....................................................................................................A-5A.4.2 Description of Parameters ......................................................................................A-5

    A.5 Configuration Instance ......................................................................................................A-7A.5.1 Instance Data..........................................................................................................A-7A.5.2 Steps of Configuration ............................................................................................A-7

    A.6 Optional Configurations.....................................................................................................A-8

    A.6.1 Adding UC Caller Group.........................................................................................A-8A.6.2 Adding UC Intelligent Call Routing .........................................................................A-9A.6.3 Adding UC Week Information...............................................................................A-11A.6.4 Adding UC Date Information.................................................................................A-13A.6.5 Adding UC Time State Information.......................................................................A-14

    Appendix B Typical Service Flows..............................................................................................B-1B.1 CTD Service Flow..............................................................................................................B-1B.2 CTF Service Flow..............................................................................................................B-2B.3 Enhanced Caller ID Service Flow......................................................................................B-3

    iv

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    B.4 CTC Service Flow..............................................................................................................B-3B.5 Temporary Binding (Remote Office) Service Flow............................................................B-4B.6 Flow of CTD Service of Temporary Binding Service.........................................................B-5B.7 Flow of Call Processing Service of Temporary Binding Service .......................................B-7B.8 ICR Service Flow...............................................................................................................B-7

    B.8.1 ICR Service Setting Flow........................................................................................B-7B.8.2 ICR Service Processing Flow.................................................................................B-8

    B.9 Unified Message Service Flow..........................................................................................B-9B.9.1 Flow of Instant Message Notification of Unanswered Call .....................................B-9B.9.2 Flow of Transferring Voice Mailbox to Email ........................................................B-10

    Appendix C Acronyms and Abbreviations .................................................................................C-1Index ................................................................................................................................................ i-1

    v

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    Chapter 1 System Description

    1.1 Introduction to Unified Communication System

    The U-SYS Workspace Unified Communication System (hereinafter referred to as the

    UC system) is developed based on Huawei U-SYS next generation network (NGN)

    solution.

    It fully incorporates the functions of enterprise-oriented office software of Microsoft

    and IBM.

    It provides corporate subscribers with an integrated communication means.

    The UC system forms a platform for all communication devices (including NGN devicesin the external communication network and internal Internet devices) to integrate and

    interwork with each other. Through this platform, corporate subscribers can use various

    kinds of devices, including telephones, mobile phones and PCs to access and control

    voice messages, faxes, short messages and Emails. In this way, subscribers can

    communicate in a flexible, real-time manner.

    With the diversification of communication means, subscribers can enjoy

    communication services by using different devices. Refer to Table 1-1.

    Table 1-1 Corresponding relation between services and devices supporting them

    Service Device

    Voice Telephone terminalVoice mailbox Telephone terminalEmail Personal computer (PC) or personal digital assistant (PDA)Fax Fax machineShort message service (SMS) Mobile telephone terminalInstant message PC or PDA with client softwareVideo Video terminalTelephone conference Conference terminal

    As shown in the table, there is a variety of communication modes that can be used by

    subscribers with corresponding devices offered. Therefore, it has become a pressing

    challenge on how to associate these devices effectively to better serve subscribers.

    Especially for the enterprises using Internet as the office network, the integration

    between Internet devices and external communication network equipment has become

    their urgent demand.

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    1.2.3 Click to Fax

    Click To Fax (CTF) based on VoIP means that a UC subscriber can send a fax message

    to the callee through the VolP network by clicking the corresponding link on the Web

    page. The SoftX3000 uses the extension part of the Intelligent Network Application

    Protocol (INAP) and the T.38 protocol to transmit fax information.

    1.2.4 Instant Message

    Instant Message (IM) is the information in text format exchanged among multiple UC

    subscribers in real time, which needs not be saved. However, IM is different from

    common Email, for it is the text message sent in real time. It can send presence

    information to other participants in real time.

    IM is compatible with mobile messages, Internet messages and fixed messages, sothat mobile subscribers, Internet subscribers, and fixed subscribers can chat through

    multimedia devices.

    1.2.5 Presence

    Presence means the states of a UC subscriber in the office network, including Offline,

    Online, Away, and one to thirteen extended states. The first three states are basic

    states. You can customize an extended state to meaningful character strings, for

    example, Working, Meeting, or Having meal.

    With this service, a UC subscriber can publicize or modify his/her current state or evenmood over the network. In addition, this service supports the subscription by other UC

    subscribers to view the current state of a presence subscriber; that is, when the state of

    the presence subscriber changes, this service will notify relative UC subscribers of the

    state change.

    The presence service supports the following functions:

    A UC subscriber can modify or publicize his/her state.

    A UC subscriber can set to change his/her state automatically based on time. For

    example, set that the state is displayed as Online between 8:00 and 12:00, and

    then changed to Offline between 12:00 and 12:30. The change of state will affect the intelligent routing immediately, so that the UC

    system can change the communication route in real time.

    The presence is coupled with the address list and IM.A UC subscriber can see the

    state of other UC subscribers in the [Address list] page, and can see and modify

    his/her own state in the [Instant message] page.

    Before obtaining the state of other UC subscribers, a UC subscriber needs to

    acquire the permission from those subscribers.

    The presence service can be used in cooperation with other services, providing

    subscriber state information for these services. Take the combination of the

    presence service and the multimedia conference service as an example. When a

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    UC subscriber is at a conference, the multimedia conference service supports the

    display of the state of all the participants based on the information provided by the

    presence service.

    1.2.6 Phone Presence

    I. Overview of Phone Presence

    Phone presence refers to the state of the phone set of a UC subscriber in the office

    network, including the busy state and idle state. A UC subscriber can see the phone

    state of other UC subscribers in the [Address list] page.

    If UC subscriber A subscribes the phone state of UC subscriber B through the phone

    presence service, when subscriber Bs phone set changes from busy to idle state (due

    to on-hook, for example), this service will notify subscriber A of the state change of

    subscriber B through Email, Short Message Service (SMS) or IM. At this time,

    subscriber A can select the most appropriate means to communicate with subscriber B.

    1.2.7 Intelligent Call Route

    I. Overview of Intelligent Call Route

    To better meet individual requirements and improve the Quality of Service (QoS), the

    U-SYS UC system provides the Intelligent Call Route (ICR) service.

    Flexible routing policy can be set by a UC subscriber on the Web page or by the carrier

    administrator through MML commands based on any combination of caller level, calling

    number, subscriber state, phone state, weekday and time. In this case, different levels

    of callers are served differently, thus enhancing communication quality and effect.

    II. Classification of ICR modes

    As shown listed Table 1-3, ICR modes include the following modes:

    No operation

    Rejecting call

    Forwarding to voice mailbox

    Sending description information to text terminal Serial forwarding

    Parallel forwarding.

    Table 1-3 ICR modes and descriptions

    ICR mode Description

    None Normal call

    Reject Incoming calls are rejected directly.VMS An incoming call is forwarded to the voice mailbox of a UC subscriber.

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    ICR mode Description

    Text NoneSequent forward

    An incoming call is forwarded to several subscribers one by one based

    on the pre-defined sequence until it is put through. The duration of callattempt to each forwarded-to subscriber can be set differently.

    Parallel forward An incoming call is forwarded to the pre-defined subscriberssimultaneously until it is answered.

    There are also other supplementary modes:

    Forwarding to SMS

    A short message is sent to notify a UC subscriber of a missed call.

    Combined forwarding

    After an incoming call fails to be forwarded to several subscribers simultaneously or

    based on the preset sequence, it is then forwarded to the voice mailbox or SMS.

    III. Selection of ICR Mode

    Select ICR mode based on caller

    The device chooses different ICR modes according to different caller groups. Different

    callers can be grouped by leaders, colleagues or friends. A maximum of 10 caller

    groups can be defined and a maximum of 20 subscribers can be allocated to different

    groups by prefix. For example, the numbers prefixed with 0 can be grouped in the tollcall user group.

    Select ICR mode based on presence

    Different ICRs can be adopted according to the current state of a UC subscriber (online,

    offline or away).

    Select ICR mode based on time

    Different ICRs can be adopted according to the time when an incoming call is received.

    Note:The above ICR selection methods can be used together.

    1.2.8 Remote Office

    With the remote office service, the UC functions of UC subscriber A can be bound to

    NGN subscriber B temporarily through the modification of the relative information on

    the Web page by the UC subscriber or through MML commands carried out by the

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    carrier administrator, so that NGN subscriber B can enjoy the UC functions of UC

    subscriber A.

    This service ensures that a UC subscriber can continue enjoying the UC services even

    if he/she is away from the original office (for example, on business).

    1.2.9 Unified Message

    Unified Message (UM) service indicates the media conversion capability of the UC

    system. No matter where a UC subscriber is, he/she can receive Emails, voice mails,

    calls, video calls, short messages, and faxes.

    Converting non-answered calls to instant messages for notification.

    Converting missed calls to short messages for notification.

    Converting voice mails to Emails.

    Converting faxes to Emails.

    Converting Emails to faxes, that is, CTF.

    1.3 Functions

    1.3.1 Portal

    When the UC system is applied in enterprises, it offers a Web entry for accessing the IT

    system and communication capability of an enterprise. By setting up a dedicated page

    in the enterprise portal for integrating various communication-related functions, the

    staff can select contact means flexibly and conveniently during work time. The portal

    interface (including combination of functions) can be customized based on the specific

    requirements of each enterprise.

    1.3.2 Single Sign On

    The UC system provides the Single Sign On (SSO) function; that is, after a subscriber

    logs in to the UC system with only one password entered, he/she can use the services

    directly.

    1.3.3 Personal Information Management t

    Personal Information Management (PIM) includes the management of Emails,

    calendars, schedules and tasks.

    1.3.4 Address List

    In the address list, such information as user name, employee ID, department, various

    kinds of telephone numbers, and Email address are displayed.

    Apart from the above information, the UC system also adds such functions as showing

    user state and phone state, CTD, and CTF.

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    1.3.5 Call Log

    The UC system offers the following call information for UC subscribers:

    Outgoing calls Answered calls

    Missed calls

    Forwarded calls

    1.3.6 UC Administration

    The subscriber authorities for the following services can be controlled in the SoftX3000:

    Click to call

    CTC

    Call Log Intelligent routing

    IM

    1.3.7 Multi-Level Service Management

    The UC system supports the management of UC services at two levels:

    System level: A carrier manages the whole UC system and various organization

    units (OUs).

    OU level: An enterprise manages the subscribers in OUs.

    1.3.8 Network Address Translation

    UC Web clients can be deployed in different networks, adopting such standard

    protocols as Hyper Text Transport Protocol (HTTP) and SIP to achieve Network

    Address Translation (NAT) traversal. Therefore, the carrier can provide UC services to

    enterprises in different networks.

    1.3.9 Language Support

    The UC system supports the display of the interfaces in either Chinese or Englishbased on the language version of the browser.

    1.4 Networking Principles

    1.4.1 Networking Model

    NGN is a service-driven network. It separates service from call control as well as call

    control from bearer to achieve a service system independent from the network. The UC

    system serves as the application server and provides abundant UC services by

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    cooperating with the SoftSwitch (SoftX3000) in the control layer of NGN. See

    Figure 1-1 for the typical networking model of UC server in NGN.

    AMG: Access Media Gateway IAD: Integrated Access DeviceTMG: Trunk Media Gateway UMG: Universal Media GatewayIM Server: Instant Message Server VM Server: Voice Mail Server

    Figure 1-1 Networking model of UC system in NGN

    1.4.2 UC Server Group

    I. Overview of UC Server Group

    The UC server group is a whole body composed of all the functional modules of the UC

    system. It resides in the service management layer of NGN logically, providing

    communication capabilities for IT systems. Depending on different software functions,

    the UC server group is composed of eight software modules generally, with the core

    module as UC Agent.

    II. UC Agent

    It is the connecting point between communication network and Internet. Its functions

    are triggering UC services and transferring MML commands between UC subscribers

    and SoftX3000.

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    III. Call Log Server

    Its functions are receiving call logs of UC subscribers from SoftX3000 and saving them

    in the local SQL database or the SQL database in the network.

    IV. UC Portal

    It provides unified interfaces for UC subscribers, such as login interface, operation

    interface, and maintenance interface.

    V. Directory Server

    It adopts Microsoft Active Directory (AD) and accomplishes authentication and

    management of UC subscribers login to the UC system.

    VI. IM Server

    It adopts Microsoft Live Communication Server 2003 and provides such functions as IM

    and online alert within an enterprise.

    VII. Email Server

    It adopts Microsoft Exchange 2003 and offers secure and private access to mobile

    Emails, remote Emails and desktop Emails on client (Outlook).

    VIII. Fax Gateway

    It functions are sending and receiving faxes, and converting faxes to Emails as well as

    Emails to faxes. Besides connecting with the Internet through Transport Control

    Protocol (TCP)/Internet Protocol (IP), it must provide primary rate adaptation (PRA)

    trunk to interconnect with TMG/UMG.

    IX. VM Server

    It is voice mailbox (VM) server. It is responsible for recording and saving voice

    messages; that is, it records the voice messages of subscribers into digital voice files

    and stores these files in the hard disk of the server, and then the UC Agent sends them

    to the Email box of the destination UC subscribers. Besides connecting with the

    Internet through TCP/IP, VM Server must provide PRA trunk to interconnect withTMG/UMG.

    Caution:

    The preceding modules are logical components, and some of them can be deployed in one server in actual

    application. Both Call Log Server and UC Agent interwork with SoftX3000 through SIP, but only one port

    number can be set at SoftX3000 side, so Call Log Server and UC Agent cannot be located in one server.

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    X. Protocols for Interworking Among UC Server Group

    Refer to Figure 1-2 for the protocols used for interworking between various UC servers.

    Figure 1-2 Interworking protocols between UC servers

    UC Agent communicates with the SoftX3000 through standard protocol control

    interface (SIP+MML).

    IM Server, Portal Server and Email Server communicate with UC clients through

    standard subscriber interfaces such as SIP and HTTP.

    Directory Server communicates with FAX GW, VM Server and Email Server

    through such standard authentication interfaces as Lightweight Directory Access

    Protocol (LDAP) and Domain Name Services (DNS).

    XI. Interworking between UC Server Group and Other NGN Components

    The UC server group can interwork with other NGN components in the following

    modes:

    UC Agent interworks with SoftX3000 through SIP and MML.

    Call Log Server interworks with SoftX3000 through SIP.

    Fax Gateway interworks with TMG/UMG through PRA trunk.

    VM Server interworks with TMG/UMG through PRA trunk.

    1.4.3 Networking Modes

    Depending on different service providers, there are two networking modes used in

    actual application.

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    I. UC Services Provided by Carrier Independently

    1) Networking description

    In this networking mode, the carrier provides all NGN equipment (including UC server

    group). Enterprises or subscribers can enjoy UC services if only they have PCs and

    phone sets. See Figure 1-3 for this networking model.

    MRS: Media Resource Server MCU: Multipoint Control UnitOpenEye: SIP/H.323 Softphone iManger N2000: Huawei Network Management System

    Figure 1-3 Networking model of UC services provided by carrier independently

    There are three networks around SoftX3000:

    Internal network of SoftX3000: BAM, iGWB and SoftX3000 are interconnected

    through LAN Switch A.

    Service network: SoftX3000 (IP Forward Module (IFMI) board), UC server group,

    MRS and MCU are interconnected through LAN Switch B.

    Network management network: BAM, iManager N2000 and server group are

    interconnected through LAN Switch C.

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    Note:Figure 1-3 shows the networking configuration for connecting 10,000 subscribers. Four servers are

    located in the network management network, so four IP addresses need be set fixedly in the network

    management network. In addition, three external IP addresses need be set for Server 1, Server 2 and

    Server 3.

    2) Networking feature

    In this mode, the carrier can provide UC services to enterprises or subscribers

    independently without the need to rebuild the network, thus facilitating the expansion of

    services and the raise of profit. This mode is recommended for the networking for

    medium- and small-sized enterprises.

    II. UC Services Provided by Carrier and Enterprise Cooperatively

    1) Networking description

    In this networking mode, the carrier provides NGN equipment, and the enterprises

    provide PCs, phone sets and enterprise IT systems. See Figure 1-4 for this networking

    model.

    Figure 1-4 Networking model of UC services provided by carrier and enterprise cooperatively

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    The enterprises have only been configured with Email Server and Directory Server, so

    it is necessary to add a UC server group. Take the UC system connecting 20,000

    subscribers as an example. Refer to Table 1-4 for the configuration of UC server group

    in this networking mode.

    Table 1-4 Configuration of UC server group in this networking mode

    Server No. Software modules Function

    Server 1 UC Agent + IM Server Providing UC call management interface toSoftX3000, IM and presence services.

    Server 2 UC Portal + Call Log Server Providing Portal entry, Web page and call logservices.

    Server 3 Fax Gateway + VM Server Providing fax GW and voice mailbox services.

    Note:These three servers are positioned in the network management network, so three IP addresses need be

    set fixedly in the network management network. In addition, three interfaces are offered to the external IP

    network, so three IP addresses need be set fixedly also.

    2) Networking feature

    In this networking mode, UC Agent module is added and other service functions areexpanded in the enterprise IT system. In this way, the U-SYS NGN communication

    capability can be used by the IT system of the enterprise and the continuity of the IT

    system can be kept. In addition, the security of enterprise information (such as

    employee position and telephone number) can be guaranteed, thus solving the

    problems related to NAT and Firewall. This mode is applicable to the networking for

    enterprises with internal IT systems (especially large- and medium-sized enterprises).

    1.5 Billing System

    1.5.1 Overview of Billing System

    The billing system for UC subscribers is the same as that for common NGN subscribers

    in structure. Refer to Chapter 6, Tickets, Bills and Charging System of U-SYS

    SoftX3000 Technical Manual-Architecture & Principlefor details.

    UC services apply the monthly fee mode, and each call is charged separately.

    1.5.2 Examples of Charging Cases

    Suppose subscriber A has registered the CTC service, for which the monthly charge is

    N dollars. If subscriber A held only one conference within a month, and the participants

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    were subscribers B and C, subscriber A should pay: monthly charge (N dollars) + call

    charge from subscriber A to subscriber B + call charge from subscriber A to subscriber

    C.

    Suppose a subscriber has registered the ICR service, for which the monthly charge is Ndollars. If the subscriber answers calls by using his/her own telephone E, he/she will

    only pay the call answer charge (which is unnecessary if callees are not charged). If the

    subscriber answers calls on telephone F through ICR, he/she will pay the call

    forwarding fee. Therefore, the subscriber should pay: monthly charge (N dollars) + call

    answer charge on telephone E (which is unnecessary if callees are not charged) + call

    forwarding fee from telephone E to telephone F.

    1.6 Technical Specifications

    1.6.1 System Capacity

    Refer to Table 1-5 for system capacity.

    Table 1-5 System capacity

    Item Specifications Remarks

    Maximum number of UCsubscribers 600,000 One UC call occupies twocommon NGN call resourcesMaximum number of enterprises 65,535 Number of IP CentrexesMaximum number of UC servers 100 None

    Maximum number ofsubscribers talking with a UCsubscriber simultaneously 15 NonePop-up time of call controlwindow

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    Item Specifications Remarks

    Quantity of forwarded-tonumbers in case of parallelforwarding: 5 For each UC subscriber

    Intelligent routingQuantity of forwarded-tonumbers in case of serialforwarding: 5 For each UC subscriber

    1.6.2 Power Consumption

    I. Power Supply

    Rated voltage: 48 VDC

    Voltage fluctuation range:57 V to 40 V

    II. Power Consumption of UC System

    If the UC system carries 20,000 subscribers, the power consumption of each server is

    as shown in the following table.

    Table 1-6 Power consumption of UC servers when connecting 20,000 subscribers

    Function unit Power consumption (W) Configuration

    Server 1 (UC Portal + Call Log Server + Mail Server) 250 Using HP server

    Server 2 (UC Agent + Directory server + IM Server) 250 Using HP server

    Server 3 (FAX gateway + VM Server) 250 Using HP server

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    Chapter 2 Installation and Configuration of UC

    Server2.1 Installing UC System Software2.1.1 Configuring System and Connection Data

    I. Configuration DescriptionFunctions and service modules of the UC system can be installed and configured on

    different UC servers, provided that the following conditions are satisfied: In the UC agent, Live Communication Server (LCS), UC RTC (Real Time

    Communication) Service and UC Service must be installed and run on the same

    server.

    In the Call Log, Call Log Service and SQL Server must be installed and run on the

    same server.

    In the Portal, Internet Information Services (IIS), Huawei Workspace and some

    COM+ and .NET components must be installed and run on the same server.

    All relative UC functional modules must be installed on the servers in the same

    domain.

    For other UC functional modules, the configuration is as follows:

    There can be multiple Exchange mail servers.

    DNS and CA can be installed and configured as needed.

    Note:The SoftX3000 sends SIP messages to the UC agent and Call Log simultaneously. Therefore, to achieve

    good performance, you must install the UC agent and Call Log on the same server.

    II. Typical ConfigurationTable 2-1 gives the description of the software of UC servers for a typical configuration.

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    Table 2-1Description of the software of UC servers

    Server Service module Note:

    UC Server1Active DirectoryDNSUC ServiceUC RTC ServiceLCS

    Ethernet card 1: 189.1.1.20, used forcommunicating with the SoftX3000 andBAM;Ethernet card 2: standby.

    UC Server2UC Portal ServerCall Log ServerE-mail ServerIIS

    Ethernet card 1: 189.1.1.40, used forcommunicating with the SoftX3000;Ethernet card 2: standby.

    UC Server3 Fax ServerVoicemail Server

    Note:The server installed with the UC agent is called domain controller (DC) or active directory (AD) . The server

    installed with the UC Portal and Exchange is known as Portal or Exchange. In this manual, we refer to

    them as AD and Portal only.

    Call Log and UC Service cannot be installed on the same server.

    For the installation and configuration of the Fax Server and Voicemail Server, refer to the manual related.

    This manual just introduces the installation and configuration of UC Server1 and UC Server2.

    III. Hardware Deployment and ConnectionFigure 2-1 illustrates and deployment and connection of UC servers.

    AD Server Portal Server

    SoftX3000 BAM

    IP Network

    191.1.1.1/16

    189.1.1.20/16 189.1.1.40/16

    191.1.1.10/16

    GW:191.1.1.5

    GW:189.1.1.30

    Figure 2-1Service deployment

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    2.1.2 Overview of Software InstallationI. Installation Procedures

    Install Windows Server 2003

    on AD and Portal Server

    Install Active Directory on AD

    Install LCS on AD Server

    Install UC Software

    at AD Server

    Install Exchange

    on Portal Server

    Install UC Software

    at Portal Server

    Install SQL Server

    on Portal Server

    Add Portal Server to Domain

    Install Preparation

    Install Complete

    Figure 2-2The UC server installation sequence

    II. Hardware RequirementsThe AD and Portal servers both are PC servers. For them, the configuration

    requirements are:

    Two CPUs with over 2.4 GB dominant frequency

    Larger than 4 GB (double data rate) DDR memory

    Two 36 GB SCSI (Disks) hard disks

    CD-ROM drive

    At least two 100/1000 Mbit/s Ethernet cards.

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    Note:The hardware configuration of the server may be updated. So the real configuration may be different from

    what is described here.

    III. Software RequirementsGet the following software ready:

    Microsoft Windows Server 2003 Standard Edition

    Microsoft SQL Server 2000 Standard Edition

    Microsoft SQL Server 2000 Service Pack 3

    Microsoft Exchange Server 2003

    Microsoft Live Communication Server 2003

    UC application package

    Note:Microsoft Windows Server 2003, SQL Server 2000, Exchange Server 2003 and Live Communication

    Server 2003 are all products of Microsoft Corporation. For details on usage, refer to related technical

    documents of Microsoft.

    Company names and trademarks mentioned in this chapter all belong to Microsoft Corporation.

    2.1.3 Installing Operating SystemI. Description of Installation

    It is recommended to install Windows Server 2003 Standard edition on the AD and

    Portal servers.

    Note:For Windows 2003, the standard edition and above are required.

    II. Initializing InstallationProceed as follows:

    1) Boot from CD-ROMEnter the CD into the CD-ROM, change the system boot sequence to CD-ROM in the

    Basic Enter Output System (BIOS) setting, and then save the configuration and exit.

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    Note:For some computer models, you have to press the space bar when the system prompts you to "press any

    key to boot from CD-ROM".

    2) Detect and load device files

    After booting from the CD-ROM, the system enters the installation detection interface

    and detects and loads devices.

    3) Confirm the installation

    When the loading is finished, the [Welcome] dialog box appears. Then press to

    enter the license agreement interface. Press to accept the agreement, and then

    go on.

    Note:When pressing , the system prompts that Windows 2003 has existed. Press to start a new

    initial installation.

    4) Create partitionsThe setup will show the partition information of the hard disk.

    If there are no partitions, press to create partitions.

    If there are already partitions, which require adjustment, press to delete these

    partitions and then create new ones.

    Note:It is recommended to allocate at least 10 GB for each partition.

    5) Format partitionsAfter having created partitions, use the / arrow keys to select a partition,

    and then press .

    If you select to install the OS in a newly created partition, the setup will format that

    partition.

    If there is some other Windows OS in the partition, press to confirm

    formatting.

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    Note:To select Per Server or Per Device/Per User is up to the charging by Microsoft. Usually, if there are

    multiple servers of different types, with clients relatively fixed, select Per Device. If you are at a loss to

    make a judgment at the installation, adopt the default settings. After the installation of the OS, you can

    modify the licensing mode in [Control Panel/Licensing].

    4) Set computer name and administrator password2003:

    In the [Computer Name and Administrator Password] dialog box, enter the computer

    name and administrator password.

    Note:For the AD servers, you can enter UCRTC for computer name, for the Portal servers, you can enter

    UCPORTAL.

    You have to enter the administrator password twice for confirmation. The password must conform to the

    password setting rules. For example, Example@1. If not, the setup will give a prompt. This will affect your

    accessing the UC web interfaces.

    5) Set date and time

    In the [Date and Time Setting] dialog box, set the correct date, time and time zone, and

    then click .

    Caution:

    Select the correct time zone. Otherwise, you will not be able to log in to the UC server.

    After the installation of the OS, you can also modify the time zone in [Control Panel/Date and Time].

    6) Fulfill networking settingIn the [Networking Settings] dialog box, select typical settings, and click . Keep

    the default setting in the [Workgroup or Computer Domain] dialog box (WORKGROUP),

    and click .

    7) Copy files and install Windows

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    Start copying Windows system files, install Windows and make settings. After the full

    installation and setting, the computer will automatically restart (at this time you can take

    out the Windows Server 2003 CD-ROM.

    8) Check after installing Windows

    When the logon interface appears at the restart, press , enter the

    administrator password and enter the left side of Windows. If the interface as shown in

    Figure 2-3 appears, it indicates the installation is successful.

    Figure 2-3The interface at the restart after the successful installation of Windows

    Note:

    To prevent the interface as shown in Figure 2-3 from appearing when the computer restarts later, checkDont display this page at logon.

    9) Perform subsequent operations after installing WindowsThe following operations are required after installing Windows:

    Partition and format: If you have not performed logic partitioning or formatting to

    the Extended Partition during the installation, do so with reference to the Windows

    computer administrative tools.

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    Install the patch: Configure the network to access the Internet, and then log on to

    Microsofts web site with [Start/Windows Update] to install the security patch.

    2.1.4 Installation of Active DirectoryI. Prerequisites for Installation

    Ensure that the following are ready installed before installing Active Directory:

    Windows Server 2003.

    The IP addresses, subnet masks, and default gateways of the Ethernet cards in

    the AD and Portal servers.

    The UC server has been correctly connected to the network.

    You have logged on to the AD server as the administrator.

    II. Installing Active Directory on AD ServerProceed as follows:

    1) Run the setup

    Select [Start/Run], enter dcpromo and click to enter the Active Directory

    Installation Wizard interface as shown in Figure 2-4. Click to go on the

    installation.

    Figure 2-4The Active Directory installation welcome window

    2) Select a domain controller type

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    The next window of the Active Directory Installation Wizard shows the OS compatibility

    information, as shown in Figure 2-5.

    Figure 2-5The OS compatibility information of the Active Directory Installation Wizard

    Click . The domain controller type selection window appears, as shown in

    Figure 2-6.

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    Figure 2-6The domain controller type selection window

    Keep the default setting, that is, Domain controller for a new domain (as shown in

    Figure 2-6, and click .

    3) Create a domain forestThe [Create New Domain] window shows next, as shown in Figure 2-7.

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    Figure 2-8The window for setting the DNS name of a domain

    In Figure 2-8, enter the full DNS name for a new domain (since this domain name will

    be used across the Internet, it must be obtained from the telecom administrator with itsapproval), and then click to enter the [NetBIOS Domain Name] window, as

    shown in Figure 2-9.

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    Figure 2-10Database and log folders

    Keep the default path as shown in Figure 2-10, and click to enter the [Shared

    System Volume] window, as shown in Figure 2-11.

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    Figure 2-11The window for specifying the folder to be shared as the system volume

    Keep the default path set as shown in Figure 2-11, and then click .

    6) Install DNSThe [DNS Registration Diagnostics] window appears next, as shown in Figure 2-12.

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    Figure 2-12The DNS registration selection window

    In Figure 2-12, select Install and configure the DNS server on this computer, and set

    this computer to use this DNS server as its preferred DNS server, and then click.

    Note:If you have installed and configured the DNS server on the AD server, or you have specified an existing

    DNS server for the network connection, the above step will not appear during the installation.

    7) Set permission compatibility options

    The [Permissions] window appears next, as shown in Figure 2-13.

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    Figure 2-13Permission setting

    In Figure 2-13, select Permissions compatible only with Windows 2000 or Windows

    Server 2003 operating systems, and then click .

    Note:Selecting Permissions compatible only with Windows 2000 or Windows Server 2003 operating systems

    will ensure a secure communication and reduce data flow of the network.

    8) Set the restore mode administrator password

    The [Directory Services Restore Mode Administrator Password] window appears next,

    as shown in Figure 2-14.

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    Figure 2-14Setting the restore mode administrator password

    In Figure 2-14, enter the password twice (normally, keep the restore mode password

    consistent with the domain administrator password), and then click .

    III. Configuring Active Directory After Installation

    1


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