In this post I cover the steps for setting up the integration between Exchange UM and Lync.

The Microsoft Exchange Unified Messaging combines voice messaging with the structure of your company's mail. Integrating Exchange Server to the structure and provides telephone access to messages from any voice device.

Lync Server Enterprise Voice is a Voice over IP solution from Microsoft, the Lync server is implemented as an IP-PBX managing phone numbers and call routing. 

With the integration if a connection is lost the user who made the connection has the option of leaving a voice message that is routed to the Exchange mailbox. The mailbox-enabled users of the Unified Messaging can be accessed using phone calls. 

For this configuration I have three virtual machines:

  1. HM01 -> Domain Controller and Enterprise Certificate Authority
  2. HM02 -> Exchange Server with the server roles Client Access, Hub Transport, Mailbox Server and Unified Messaging installed
  3. HM03 -> Lync Server Standard pool with server role installed Enterprise Voice

A machine will be installed Lync Client to perform the tests telephony.

All machines are part of the same domain home.intranet, was created a SIP domain in a Lync Server and in Exchange called authoritative domain  home.com.br.  

The general steps for integration are:

  • Creating a Dial Plan rule and Standardization in Lync Server
  • Enable Enterprise Voice and establish phone numbers for users
  • Creating a Dial Plan in Exchange Server
  • Creating an Auto Attendand
  • Set up a digital certificate for the Exchange UM service
  • Run the script in Exchange Server ExchUcUtil.ps1
  • Run the application in OcsUmUtil.exe Lync Server
  • Enabling Unified Messaging mailboxes for

Dial Plan and Normalizations Rules

The creation of the Dial Plan is a good exercise. 

For the configuration of Enterprise Voice was created a pool of fictitious telephone number 9994 33xx. The extensions will be normalizated with four digits from 3300 until 3399. 

Log in Lync Server Control Panel, Voice Routing -> Dial Plan. Create a new Dial Plan for the pool.

Select the pool Lync where the policy is applied

Delete the default Normalization Rule  All Prefix  and create a normalization rule.

Set the name of the rule and click Edit to build the rule.

To normalize the four-digit extensions to normalize the number to E.164 format. With this rule when the user dial extension 3301 will be a standard for the format +552799943301. 

Apply changes to the rule of standardization, before proceeding to test the numbers to verify that the normalization rule works

Back to the management console to apply the changes to enable policy

Setting Telephone Numbers for Users

In the management console habilitei four users for Enterprise Voice.

For the user user01 was designated the phone +552799943301, +552799943302 user02 phone.

Configure the Digital Certificate UM Service

Encryption and security between the server and Exchange and Lync are guaranteed through digital certificates. For this, the Certificate Authority to generate the certificate must be trusted by the two servers involved. 

In this topology the domain controller is a certifying entity enterprise, which ensures that all machines that are part of the area rely on this authority. 

The first step is to configure the Unified Messaging server role to communicate using digital certificate. Open the console Exhcange Server -> Server Configuration -> Unified Messaging Right-click on the server and open the service configuration properties.

Tab click the Configuration tab  A Settings  and set the  Startup Mode  to use  TLS. 

A dialog box will tell you that the changes will only apply when the service is restarted the Exchange UM. Click OK only, the service will be restarted later. 

In the management console click on  Server Configuration,  in the central panel can view the certificates used by the Exchange services. Tab on the right start the wizard to issue a new digital certificate.

Set frindly Name of the certificate with the FQDN name of the Unified Messaging server

There is no need to configure a wildcard certificate.

In  Exchange Configuration  report for which service the certificate is used. In this case I will issue a certificate only for the service A. Select the option  Public Certificate  to generate a certificate request in a text file.

If you need to keep the service to configure more than one domain at this stage 

Set the location information of the certificate, choose the path where the certificate request file will be saved.

Complete the setup wizard certificate

Open the text file request and paste content into the portal for issuing certificates

Complete the certificate was issued by the portal, and save the new certificate on the Exchange Server. Return to the Exchange console and start the wizard to import the certificate.

Import the new certificate

With the imported certificate must now associate the certificate to the service A. Click the certificate and choose  Assign Services to certificate .....

Select the server where the certificate will be used

Select the service of  Unified Messaging

Complete the wizard 

Open the management console of Windows services and restart the  Microsoft Exchange Unified Messaging 

Exchange Server Dial Plan

Dial Plans created in Exchange Unified Messaging dial plan should mirror created in telephony solution, Lync Server. A group of users who are subject to the same dial plan can make connections between them using only the number of extensions and are identified by them. With the dial plan applied policy is guaranteed that all users have an extension number unique to each group. 
To create a dial plan in Exchange Server Console -> Organization Configuration -> Unified Messaging. Create a new  New Dial Plan .... 

Configure the Dial Plan name and settings:

Number of digits: 4


VoIP Security: Secured

Contry Code: 55 (international code of Brazil)

Select the UM server associated with the Dial Plan

Finalize the creation of the Dial Plan

Set the phone number associated with the dial plan, open the configuration properties of the Dial Plan tab  Subscriber Access.  The number must be configured in E.164 format in the same manner as in Lync Server. 
The Subscriber Access is used by users to access mailboxes and do research in Active Directory through a telephone network.

Auto Attendant Exchange Server

A system Auto Attendant directs internal and external calls for a system of interactive menus without the need for operator intervention. If a user is offline or not answering the call that is directed to the menu where you have the option of leaving a message that you receive in your inbox. 
To create a policy of self care. Open the Console tab of the Exchange UM Auto Attendant. Start creating the policy  New UM Auto Attendant ....

Set the name of politics,  Associated Select dial plan  select the dial plan that the rule will be associated with self-service

Join the Dial Plan created in last step

Set the phone number associated with the auto attendant and select the options to enable policy

Finalize the creation of political

Script Configuration ExchUCUtil.ps1

This script cia a UM IP gateway and a Hunt group and change security permissions to access the Lync Server Active Directory objects associated with the UM server.

In the Exchange Management Shell server, 

C: \ Program Files \ Microsoft \ Exchange Server \ V14 \ Scripts>. \ ExchUCUtil.ps1

Tool OcsUmUtil

This tool creates Active Directory objects in the Auto Attendant and Subscriber Access used by Enterprise Voice users.

This tool also checks the consistency of the names and Dial Plans.

This tool is installed by default in the Front End Lync pool, C: \ Program Files \ Common Files \ Microsoft Lync Server 2010 \ Support

C: \ Program Files \ Common Files \ Microsoft Lync Server 2010 \ Support \ OcsUmUtil.exe

Start the tool and click  Load Data

Click  Add,

Set the location where the object is created the Subscriber Access 

Add another object to the Auto Attendant

Set another object to the Auto Attendant. 

The tool should show the following

Enable Unified Messaging for Mailbox


To enable the Unified Messaging feature for users to access the Exchange Management Console Server-> Recipient Configuration.

Right-click on a user and  Enable Unified Messaging

Assign a policy of Dial Plan 

Configure the user information and complete the wizard

To test the configuration call to the user with user not logged in Lync Pool, the AutoAttendand should answer and the options to leave a message for the user be presented