Checklist: Deploying Office Communications Server 2007 and Exchange Unified Messaging

Applies to: Exchange Server 2010

Use this checklist to install and deploy Microsoft Exchange Server 2010 Unified Messaging (UM) and Microsoft Office Communications Server 2007. Before you start working with this checklist, make sure you're familiar with the concepts in:

• Overview of Unified Messaging
• Deploying a New Unified Messaging Environment

For more information about how to perform the tasks that must be completed for Communications Server 2007, see Office Communications Server and Client Documentation Rollup.

For step-by-step guidance about how to upgrade from Microsoft Exchange Server 2007 to Exchange 2010, see Checklist: Upgrading to Exchange 2010 Unified Messaging.

Checklist for deploying Office Communications Server and Exchange 2010 Unified Messaging

Done?	Tasks	Topic
	Verify that the Exchange 2010 server roles other than the Unified Messaging server role have been installed and configured.	Verify an Exchange 2010 Installation
	Install Communications Server 2007.	Next Steps: Starting Deployment
	Install the Unified Messaging server role.	Install the Exchange 2010 Unified Messaging Server Role
	Optional: Install the Unified Messaging language packs you need on the UM servers in your organization.	Install a Unified Messaging Language Pack on a UM Server
	Configure the Startup Mode for each UM server.	Configure the Startup Mode on a UM Server
	Run the Exchange Certificate wizard.	Create a New Exchange Certificate
	Import a trusted certificate on each Communications Server 2007 server.	Configuring Certificates on the Server Running Microsoft Exchange Server 2007 Unified Messaging
	Create the number of SIP URI dial plans required for your organization.	Create a UM Dial Plan
	Configure the SIP URI dial plans in your organization.	View or Configure the Properties of a UM Dial Plan
	Add each UM server that has been installed to the appropriate dial plan.	Add a UM Server to a Dial Plan
	Configure your UM dial plan security setting.	Configure VoIP Security on a UM Dial Plan
	Create the required number of auto attendants.	Create a UM Auto Attendant
	Configure the auto attendants in your organization.	View or Configure the Properties of a UM Auto Attendant
	Run the ExchUcUtil.ps1 script.	Step 1. Configure Unified Messaging on Microsoft Exchange to Work with Office Communications Server Note: The ExchUcUtil.ps1 script is located in the <Program Files>\Microsoft\Exchange Server\V14\Scripts folder.
	Create and assign a location profile to the Communications Server 2007 pool.	Step 2. Create Location Profiles
	Run OcsUmUtil.exe.	Step 3. Configure Communications Server to Work with Unified Messaging on Microsoft Exchange Server
	Create and assign a location profile to the Communications Server pool.	Step 4. Assign Location Profile to Pool
	Deploy Mediation Server.	Step 5. Deploy a Mediation Server
	Configure call routing.	Step 7. Configure Outbound Call Routing
	Enable users for Enterprise Voice and assign a TEL URI.	Step 8. Enable Users for Enterprise Voice
	Configure users for Enterprise Voice.	Step 10. Configure Per-User Location Profiles
	Create a UM mailbox policy or configure the default UM mailbox policy.	Create a UM Mailbox Policy View or Configure the Properties of a UM Mailbox Policy
	Enable users with a SIP address for Unified Messaging in your organization.	Enable a User for Unified Messaging
	Optional: Deploy and configure incoming faxing	Deploying and Configuring Incoming Faxing

Important

Sending and receiving faxes using T.38 or G.711 isn't supported in an environment where Unified Messaging and Communications Server 2007 are integrated.