Walk Through – Lync Server 2010 Planning Tool (Part 1)

Let me start my Lync walkthrough series.

Before you start deploying Lync Server, there is a tool that can help you plan your topology. So the first step is to use the Lync Server Planning Tool.

This will give some ideas on how Lync is been set up.

When you first time run the Planning Tool, it opens with a Customer Experience Improvement Program window. It asks you to participate in the program by sending anonymous information about your tool usage to Microsoft. Go ahead and select Yes. It’ll help the product team to work better. Smile with tongue out

STEP 1: Welcome screen…
The first screen you see is the Welcome window. From here you have three options:
“Get Started” – Wizard Guided,
“Design Sites” – You can design your own Sites
“Display” – This is to display a your saved topology.
For this, let’s select “Get Started”
PrtScr capture


STEP 2: Audio and Video Conferencing
Next screen will be asking you do you want to hosting audio/video conferencing? For this, we select “Yes” PrtScr capture_2


STEP 3: Dial-In Conferencing
Next screen asking you do you want to deploy Dial-In Conferencing. Dial-in Conferencing enables you to call into a conference from any phone. Dial-in Conferencing also require there is a need to deploy the Conferencing Attendant and Conferencing Announcement Service apps. let’s select “Yes”
PrtScr capture_3


STEP 4: Web Conferencing
After Dial-in Conferencing, next screen is Web Conferencing. You’ll need this if you plan to use Lync for meetings in any form (presentations, collaborations, etc.) Let’s select “Yes.”PrtScr capture_4


STEP 5: Enterprise Voice
Next is Enterprise Voice. This screen asking you do you want to take Lync as your PBX. Let’s us choice “Yes” for this demo.
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STEP 6: Exchange Unified Messaging
This screen is Exchange Unified Messaging. It require you to deploy Exchange Server 2007 or 2010. And the Exchange UM role cannot be virtualized. Let’s select “Yes” for now. PrtScr capture_6


STEP 7: Call Admission Control
Call Admission Control. This screen asking do you want to install bandwidth management into your deployment. If a new voice or video session would clog up existing connections,  Call Admission Control can either blocks it or routes it to a PSTN phone. So let’s select “Yes”
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STEP 8: Monitoring
Lync Monitoring Server tracks the call detail records to Unified Communication sessions, and also collecting quality metrics at the end of each session. Microsoft “strongly recommends” this to be deploy. So? Select “Yes”PrtScr capture_8


STEP 9: Archiving
Archiving Server saves logs of IM conversations and data from conferencing sessions. This is important if you have compliant to meet. Let’s select “Yes” PrtScr capture_9


STEP 10: Federation
Federation enable you to communicate between your company to one or more external organization. It also enable you to connecting your IM to public IM networks like MSN, AOL and Yahoo. I select “Yes” for this demo. PrtScr capture_10


STEP 11: High Availability
This screen asking you do you want to your Lync Server to be High Availability. So, let’s select “Yes.” PrtScr capture_11

STEP 12: Network Connection
(You’re half done!)
Features Overview is now complete. Next you’ll be asking to enter some information about each site in the Design Sites wizard. Click “Design Sites” to continue. PrtScr capture_12


STEP 13: Central Sites
Central Site is where you will be asked to enter a Site Name and Number of Users. I entered “Main Site” and “10,000” respectively. Below this is a list of your choices from the planning wizard. If you want to change, you can change it here.PrtScr capture_13


STEP 14: SIP Domain
You’ll asking to enter the SIP domain that you’ll enable for remote access and federation. For this demo, I added “contoso.com”PrtScr capture_14


STEP 15: Virtualization
As Lync Server support virtualization. so this screen asking do you want to virtualize your Lync Server.PrtScr capture_15


STEP 16: Conference Settings
This screen asking, how many meeting concurrent do you expected to have? and what is the Dial-in Conference and Web Conference usage. For this demo, I select default.

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STEP 17: Voice Settings
This screen you can set how many users in your organization get to use voice! (you can “Enable All Users” of course.) Others option asking you what is the percentage of calls to external, Media Bypass, Types of calls, Response Group and Call Park Service. This is related to Call Admission Control in Step 7.

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STEP 18: Voice Infrastructure
This is asking how do you want to deploy you Lync into your current PBX infrastructure.


  1. I plan to deploy gateways using a direct PSTN connection (this is where you plan to connect directly from PSTN to your gateway)
  2. I plan to use SIP Trunking (this is where you plan to use the SIP Trunk services) 
  3. I have an existing voice infrastructure with a PBX deployed (this is where you want to connect your Lync to your existing PBX)


If you select to have co-exist with your PBX under Infrastructure. this option will be enable.

  1. I have an IP-PBX that is qualified with Microsoft Lync Server (Direct SIP)
  2. I plan to deploy an IP-PBX that requires gateways
  3. I have already deployed a TDM-PBX

Infrastructure Supportability

If you select option 1 in PBX, which this will be enable checkbox to you.

  1. My IP-PBX supports DNS load balancing
  2. My IP-PBX supports media bypass

Network Line

This is asking what kind of line do you using. T1 or E1 line

Type of Gateway

This is asking how many ports (T1 or E1 ports) do you want to deploy.
PrtScr capture_18


STEP 19: Exchange Unified Messaging Settings
So how many users do you want to enable for UM. And on average what is the voicemail traffic do you think users to check voicemail?PrtScr capture_19


That all for now, I will continue in next post


About David Lim

David has over 15 years of experience in IT industry in designing and implementing Microsoft Solutions ranging from small to enterprise customer. He also has experience in designing and developing Microsoft Unified Communications, Collaboration and Office 365 solutions with focus on Exchange, Lync & SharePoint as well as strategic migration planning in complex business environments. He is specializing in architecture and design of Lync Voice deployments. He has been actively involved in various speaking engagements, the recent being the sessions on Lync On-Premise and Office Interoperability in September 2011 and Office 365 Introduction in November 2011. In recognition of his high-quality real-world technical excellence with the community and with Microsoft, David received the prestigious Microsoft Most Valuable Professional (MVP) Award in April 2011.
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