Skype/Lync Presence - Configuration Best Practices

Overview - Skype/Lync Presence

This best practice document defines the suggested configuration for both the SBC and Skype/Lync Server in order for Third Party Presence to be published.

Getting Started

The example configuration items are used to configure the SBC Edge Portfolio for Skype for Business (in order for Third Party Presence to be published):

• Skype/Lync Presence server has the FQDN of lyncpool.example.com.
  
  
• An analog phone connected to FXS port (phone number 2222) needs presence published when a call is connected/disconnected.
  
  
• CAS SG (Phones) defines an Action Set with Transformation Tables to alert the system that presence needs to be published.
  
  
• Phone number 2222 is defined in AD as attribute homePhone for a Lync user (msRTCSIP-PrimaryUserAddress = lync1@example.com). It is this relationship that allows the FXS phone at 2222 to publish presence for the Lync user.

Step 1. Configure the Skype/Lync Presence Server

A SIP Server must be configured to point to a Presence Server. A Presence Server runs on a Skype/Lync front-end pool. MTLS is required for communication between the SBC and the Presence Server. Therefore, the transport protocol of the SIP server must be TLS. 

Configure Skype/Lync Presence Server as follows:

1. In the WebUI, access SIP > SIP Server Tables.
   
   
2. Create a Lync Presence Server. Use the example below as a guideline for configuration.
   
   
3. From the TLS Profile drop down list, select Default TLS Profile (ensure the Default TLS profile has the Mutual Authentication parameter set to Enabled; see Creating and Modifying TLS Profiles).
   
   
4. In the Port field, enter 5061.

Lync Presence Server Screen Example

Step 2. Enable Skype/Lync Presence

The SIP Server you select for the Presence Destination can be None or a SIP Server that has been defined with a transport protocol of TLS.

Enable Skype/Lync Presence as follows:

1. In the WebUI, access SIP >Node-Level SIP Settings.
   
   
2. From the Presence Destination drop-down menu, select a Presence Server (i.e., Lync Presence Server). This is the server configured in the previous section.

Node-Level SIP Settings Screen Example

 

Step 3. Define AD Configuration/Domain Controller for AD Cache Look Up

Configure Active Directory (AD)

1. In the WebUI, access Auth and Directory Services >Configuration.
   
   
2. Configure as shown in the example below. For detailed information about Active Directory, see Integrating with Active Directory.

Active Directory (AD) Configuration

Configure Domain Controller (DC)

1. In the WebUI, access Auth and Directory Services >Domain Controllers.
   
   
2. Add a Domain Controller.
   
   
3. Configure as shown in the example below. For detailed information about Domain Controllers, see Adding and Modifying Domain Controllers.

Domain Controllers Table

Step 4. Configure Transformation Entries for Presence

Typically, a non-Lync endpoint desiring its presence to be published, will want the connection of both incoming and outgoing calls to trigger presence. This can be accomplished by defining one Transformation Table with two entries This transformation table will be used by an Action Set (defined in subsequent) Steps.

It is mandatory to have an entry in the Active Directory (AD) that is associated with the non-Lync endpoint; this AD attribute can be any field (ipPhone, homePhone, etc...). Options have been added to the transformation WebUI to make configuring Presence as straightforward as possible. When Presence - Called Address/Number is selected for Input Field Type (or Presence - Calling Address/Number), all of the remaining fields will be filled in with the most typical selections. See the figure below for an example. Note that the Input Field Value and Output Field Value are editable drop down boxes; they present the most likely selections, but also allow the user to overwrite with any value desired.

The example below will do an AD cache look-up for homePhone and match against the Called Address/Number. If there is a match, the msRTCSIP-PrimaryUserAddress of that AD entry will be copied into the Presence - Called Address/Number Output Field. It is this called presence value that will be used in the Request URI, To and From headers of the Publish message that announces the presence status. Similar configuration should be defined for the Presence - Calling Address/Number. The default value for the Input Field Value when the Input Field Type is Presence - Called(ing) Address/Number will be AD:ipPhone.

Create a Transformation entry as follows:

1. In the WebUI, access Tranformation.
   
   
2. Create an entry for Called/Address Number as shown in the example below.  For detailed information about the Transformation table, see Creating and Modifying Entries to Transformation Tables.
   
   
3. Create another configuration for Calling Address/Number (Presence).

Presence - Called Example

 

Step 5. Define An Action Configuration

A Route Call Action configuration should be defined. This allows routing to take place at the end of the Action set used for Presence.

1. In the WebUI, access Call Actions > Action Configuration.
   
   
2. Create an entry in the Action Configuration Table as shown in the example below.  For detailed information about the Call Actions, see Managing Action Configurations.

Action Configuration Table Screen Example

Step 6. Define An Action Set for Presence

The Transformation Entry defined above will be used when defining the single Action Set used for Presence

1. In the WebUI, access Call Actions > Actions Sets.
   
   
2. Create an Action Set (i.e., Presence) as shown in the example below.  For detailed information about the Call Actions, see Managing Action Configurations.

Action Set for Presence - Called

Step 7. Attach An Action Set To The Desired Signaling Group(s)

In order for the Action Set to be applied, it must be attached to a Signaling Group.

Attach as follows:

1. In the WebUI, access Signaling Groups.
   
   
2. Select the Signaling Group in which the Actions Set will be attached.
   
   
3. In the Action Set Table drop down list, select the Action Set (i.e, Presence). For detailed information about the Call Actions, see Managing Action Configurations.

Signaling Group Table Screen Example

Configure Lync Server

Obtain The Site ID

Execute Get-CsSite cmdlet to find out the Site Id number

Get-CsSite

Create A Trusted Application Pool

Execute New-CsTrustedApplicationPool cmdlet to create new pool that will host presence application

New-CsTrustedApplicationPool -Identity <Pool FQDN> -Registrar <Registrar FQDN> -Site <Site Id>

 where:

–Identity – FQDN of the SBC providing presence updates to Lync Server

–Registrar – FQDN of the Registrar service for the pool

–Site – Site Id obtained in Obtain the site ID.

For example:

New-CsTrustedApplicationPool -Identity sbc2000.example.com -Registrar lyncpool.example.com -Site 1

Create A Trusted Application

Execute New-CsTrustedApplication cmdlet to add a presence application to trusted application pool.

New-CsTrustedApplication-ApplicationId <String> -TrustedApplicationPoolFqdn <String> -Port <Port Number>

 where:

–ApplicationId – The name of the application

–TrustedApplicationPoolFqdn – The FQDN of the trusted application pool created in Create a Trusted Application Pool.

–Port – The port number on which the application will run (5061)

For example:

New-CsTrustedApplication -ApplicationId presence -TrustedApplicationPoolFqdn sbc2000.example.com  -Port 5061

Enable The Lync Server Topology

Execute Enable-CsTopology cmdlet for topology changes to take effect

Enable-CsTopology