Quick Setup Guide. Setup Guide for Aastra 400 and Microsoft Lync A Mitel Company. Aastra Telecom Schweiz AG. Ziegelmattstrasse 1 ...

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1 Quick Setup Guide A Mitel Company Setup Guide for Aastra 400 and Microsoft Lync Aastra Telecom Schweiz AG Ziegelmattstrasse 1 CH-4503 Solothurn depl-2033/1.1

2 Table of Contents 1 Introduction Purpose Summary References Definitions and Abbreviations Aastra 400 and Lync 2013 Interoperability Direct SIP and Aastra Direct SIP signalling Direct SIP supported features Basic features DNS Load Balancing Support Fail-over Routing Enhancements SIP Trunking Enhancements for M:N redundancy support Additional SIP Header support Use Cases Aastra 400 as Gateway Aastra 400 as Gateway with Simultaneously ring on Lync Aastra 400 as IP-PBX with One Number Aastra 400 Requirements / Limitations Hardware/Software Licences Limitations General Configuration Settings General Aastra 400 Configuration Certification Handling FQDNs Lync 2013 trunk Fail-over Routing DNS Load Balancing Support General Lync 2013 Configuration Configuration without Encryption Lync 2013 configuration with encryption Configuration as Gateway Aastra 400 Configuration PISN user Direct Dialling In (DDI numbers) Aastra 400 licences Lync 2013 configuration Aastra 400 Configuration as Gateway with Simultaneously ring on Lync Aastra 400 Configuration Aastra 400 Licences Lync 2013 Configuration Define a additional Dial Plan Lync 2013 Client configuration Aastra 400 Configuration as IP PBX with One Number Aastra 400 configuration Direct Dialling In (DDI numbers) Aastra 400 Licences AMC/GSM Terminal Route configuration

3 8.1.5 Trunk group configuration Lync 2013 configuration User configuration Lync Define a Dial Plan Define Voice Policy Define Trunk Configuration A Appendix A.1 Create a certificate for Aastra 400 from the MS Certification Authority A.2 Supported features with integrated Lync 2013 client

4 1 Introduction 1.1 Purpose This document describes the interoperability of Microsoft Lync 2013 with the communication server Aastra 400. It lists the supported features and the specific configuration needed for the Aastra 400 and the Microsoft Lync The document is addressed to people who need to install or setup a communication system including MS Lync 2013 and Aastra 400. It may interest people who want to see which MS Lync features are supported by Aastra 400. This document does not describe a full configuration of the Aastra 400 and Microsoft Lync For standard configuration issues please refer to the Aastra 400 System manual or the Microsoft Lync 2013 documentation. 1.2 Summary The Aastra 400 Release R3.1 is an officially qualified endpoint for the Microsoft Unified Communication (UC) network. It is certified as a so-called IP-PBX which uses the Direct SIP approach to communicate with the Microsoft Lync Mediation Server. The Aastra 400 supports the following Microsoft Lync 2013 features: Basic call features (Inbound, Outbound, Caller-Id, Hold, Call-Transfer, Conference) Certificate Requirement Enhancement Additional SIP Header Support Fail-over Routing Enhancements M:N Routing DNS Load Balancing Support It does not support the IPv4/IPv6 support which is optional. The Microsoft UC qualification was done with the Aastra References [1] Microsoft Partner Specification V3.0 Direct SIP Incremental Feature Spec W15 ( only for Microsoft Lync 2013 partners ) [2] Aastra 400 Business Communication Solution Documentation Set English ( only for Aastra 400 partners ) Further information on the Microsoft Homepage Lync Server Deploying Enterprise Voice Enable Users for Enterprise Voice Definitions and Abbreviations CA Certificate Authority DDI number Direct Dialling In number, also called DID number Direct Inward Dialing number DECT Digital Enhanced Cordless Telecommunications DHCP Dynamic Host Configuration Protocol

5 DNS DTMF FQDN IP-PBX ISDN PISN PISN user Domain Name Service Dual-tone multi-frequency PFX see PKCS 12 PKCS 12 PSTN RTCP RTP SIP SRTP TLS VoIP Fully Qualified Domain Name Private Branch Exchange that supports IP communication (VoIP) Integrated Services Digital Network Private Integrated Services Network a user located on another networked Communication Server In cryptography, PKCS #12 defines an archive file format for storing many cryptography objects as a single file. It is used to bundle a private key with its X.509 certificate and to bundle all the members of a chain of trust. Public Switching Telephony Network RTP Control Protocol Real-time Transport Protocol (Media/voice data) Session Initiation Protocol Secure Real-time Transport Protocol (secure Media/voice data) Transport Layer Security Voice over IP X.509 In cryptography, X.509 is an ITU-T standard for a public key infrastructure (PKI) and Privilege Management Infrastructure (PMI). X.509 specifies, amongst other things, standard formats for public key certificates, certificate revocation lists, attribute certificates, and a certification path validation algorithm

6 2 Aastra 400 and Lync 2013 Interoperability The interoperability of Microsoft Lync 2013 and Aastra 400 described in this document is achieved by using the Direct SIP approach offered by Microsoft. Direct SIP is specified by Microsoft Lync, which means that a SIP connection, e.g. SIP networking or SIP Trunk, is used to connect one or more Lync 2013 Mediation Servers with Aastra Direct SIP and Aastra 400 The figure below shows the Direct SIP approach with the Lync Mediation Server and the Aastra 400 using the SIP protocol for signalling and the Real Time Protocol (RTP) for media, between the two entities. The Aastra 400 receives calls e.g. from the PSTN and routes them via the SIP trunk to the Lync Mediation Server. The Lync Mediation Server passes each call to the Lync Server, and the Lync Server routes the call to its destination, e.g. to a Lync User. The media related to the call is established in the same way as the signalling, i.e. from the PSTN to the Aastra 400, to the Lync Mediation Server and from thereto the Lync Server or to the Lync User/client. A call from the Lync User to the PSTN follows the same route as described above in the reverse direction. Lync 2013 Server Lync User Lync User Aastra 400 User User External / Public User User Direct SIP Lync 2013 Mediation Server Aastra 400 R3.1 Communication Server ISDN or SIP trunk PSTN / SIP Signalling and Media traffic Figure 1: Direct SIP connection Microsoft Lync - Aastra

7 2.2 Direct SIP signalling The Aastra 400 supports the transport protocol TCP for non-secure signalling connections. At the next layer, the Session Initiation Protocol (SIP) is used. The default port for the SIP service is For secure signalling connections, the Transport Layer Security (TLS) is used on top of the TCP connection. The SIP protocol is carried with the TLS layer. The default port for the secure SIP connection is The media streaming for non-secure calls uses the Real Time Protocol (RTP). For secure calls, the media stream is encrypted using the Secure Real Time Protocol (SRTP). Both kinds of media streams (secure and non-secure) are processed by the media gateway module located on the Aastra 400. This module is also responsible for handling the Real Time Control Protocol (RTCP) for both kinds of media streams between the Lync Mediation Server and the Aastra 400 or, when Media Bypass is used, between the Lync client and the Aastra 400. The picture below shows the possible signalling and media/audio connections described above. Lync 2013 Server Lync User Lync User Aastra 400 User User External / Public User User Lync 2013 Mediation Server(s) Aastra 400 R3.1 Communication Server ISDN or SIP trunk PSTN / SIP SIP Traffic: TCP or TLS Audio Traffic. RTP/RTCP or SRTP/RTCP Audio Traffic. RTP/RTCP or SRTP/RTCP, when Media Bypass is active on Lync 2013 Figure 2: Signalling and Media traffic overview 2.3 Direct SIP supported features Basic features Basic Call services between Aastra 400 and Lync 2013 end-points o Anonymous user calls o Caller ID on both sides o Decline call o Call forwarding and Simultaneously ring feature

8 o o o o o Inbound and outbound calls Internal calls to and from Aastra 400 users Hold / Retrieve Call Transfer Conference Secure communication with encrypted signalling (TLS) and encrypted audio (SRTP) Comfort noise support (saves IP network bandwidth) RTCP support Reliable early media DTMF Media bypass (a.k.a. direct media between Aastra 400 and Lync 2013 clients). Encryption (TLS and STRP) is required for this functionality DNS Load Balancing Support Aastra 400 does a load balancing of calls towards Lync 2013 over a list of Lync 2013 Mediation Servers that are defined by a FQDN. The DNS server resolves the FQDN into multiple DNS A responses. Load balancing means that the Aastra 400 resolves the FQDN and keeps an IP address list (Mediation Server list). The Aastra 400 distributes its outgoing calls among the resolved IP addresses of the list. The Aastra 400 re-resolves the FQDN according to the TTL (time to live) of the DNS response Fail-over Routing Enhancements The Aastra 400 supported fail-over routing enhancements are implemented as follows: Monitor the Status of each Mediation Server Fail-over routing can be based on the load-balancing feature described in the previous section. Each Mediation Server is actively monitored and is marked out of service in the following situations (as mentioned in [1]): 1. Not responding to SIP OPTIONS requests for more than five minutes. 2. Mediation Server responds with a SIP 503 status message to a SIP INVITE request. 3. Mediation Server does not respond to a SIP INVITE request. The detection timeout can be configured in Aastra 400. If a Mediation Server is marked as out of service then the next destination is used automatically. If a Mediation Server is marked as out of service during call establishment then the next destination is used automtaically. As soon as a Mediation Server responds again to a SIP OPTIONS request it is put back in service and is used again for call establishment Definition of a Secondary FQDN The Aastra 400 allows the definition of a secondary FQDN for a Lync 2013 trunk. If all Mediation Servers defined by the primary FQDN are out of service then a Mediation Server of the secondary FQDN is used for the call establishment. The Mediation Servers from the second FQDN are in charge until a Mediation Server from the primary FQDN becomes active again (responds to a SIP OPTIONS message with 2xx)

9 2.3.4 SIP Trunking Enhancements for M:N redundancy support Aastra 400 supports several Lync 2013 Mediation Servers. In addition several independent Aastra 400 s can be connected to one Lync Additional SIP Header support The Aastra 400 supports all required SIP headers mentioned in [1]

10 3 Use Cases The Aastra 400 can operate with Lync 2013 in two different configurations: a) the Aastra 400 operates as a gateway to connect Lync 2013 with the PSTN, e.g. via ISDN or SIP trunk lines. The main purpose of this is to allow the Lync users to call to or be called from the PSTN with a dedicated number. b) the Aastra 400 operates as Communication Solution (IP-PBX) which is connected to the Lync With this scenario, the Lync 2013 and its clients (Lync client) are quasi integrated as a terminal of an Aastra 400 user. Note: The connection to Lync 2013 is done in both cases with Direct SIP. 3.1 Aastra 400 as Gateway This use case describes the scenario where all users have Lync 2013 clients on their PC. Each user has his own DDI number (Direct Dialling In / public number). Inbound calls, identified by the received DDI, are routed through the Aastra 400 directly to Lync Outbound calls from the Lync 2013 are routed depending on the dialled target, either to the PSTN via the configured route or to an Aastra 400 internal destination. The access to the PSTN can be done on the Aastra 400 via an ISDN Primary or Basic Rate access or via SIP to a SIP provider. Additional FAX machines, door intercoms or normal analogue and digital terminals can be attached to the Aastra 400. These can be reached from the public network or the Lync 2013 clients but there is no tight integration if a user has a desk/dect phone and a Lync 2013 client. Such a user is then reachable via two different numbers, one for the Lync 2013 client and one for the desk/dect phone. A Lync 2013 client in a gateway configuration can t make use of many Aastra 400 features, because it isn t known as an internal user. 3.2 Aastra 400 as Gateway with Simultaneously ring on Lync 2013 This is a similar configuration as described in 3.1. However in addition to his Lync 2013 client a user has a DECT phone, a mobile phone or some other phone connected to the Aastra 400. This setup uses the Lync 2013 feature called Simultaneously ring to call the Aastra 400 phones of the same user, when someone calls the Lync 2013 client. The Lync 2013 client and the Aastra 400 phones of the user have different numbers. Example: The Lync 2013 client has 4123 and the Aastra 400 phones have The Lync 2013 client 4123 is configured to call simultaneously the 3123 number when someone calls Depending on whether the call originates from the Lync 2013 client or one of the Aastra 400 terminals, a different caller id is shown, 3123 or Aastra 400 as IP-PBX with One Number In this scenario the Lync 2013 client is configured as one of several terminals of an Aastra 400 user. A user with just a Lync 2013 client is supported too. A maximum of one Lync 2013 client per user is allowed. When the user is called, the Aastra 400 calls all configured terminals of the user. Therefore, his desk phone, his DECT, mobile phone and his Lync 2013 client will ring. Individual terminals can be deactivated depending on the current presence state. The call can be answered on any of the ringing terminals. If the user starts a call from the Lync 2013 client or from one of his other phones, always the same caller id is used.

11 The user is reachable via just one number and he is seen from all his terminals under this one number. However, the user cannot use all Aastra 400 internal user features from his Lync 2013 terminal. Mainly features controlled by * and # codes don t work. As long as the calls from the Lync 2013 client go via the Aastra 400, the TeamKeys and/or BusyLampField are updated correctly on all the terminals of the Aastra 400. If a user calls another user with a Lync 2013 client from his Lync 2013 client, then Lync 2013 would naturally connect both together without informing the Aastra 400. In such a case, the Aastra 400 would not get informed and the other terminals of the user (One Number) would not be called. The Lync 2013 has to be configured appropriately, so that calls are routed via the Aastra 400 (see 8)

12 4 Aastra 400 Requirements / Limitations 4.1 Hardware/Software For the connection with Lync 2013 at least the following Aastra 400 components are required: Aastra 470 Communication Server Version R3.1 o o Terminals o Media gateway module (EIP) Trunk modules (Primary or Basic rate or analogue trunk lines), depending on the desired PSTN access. All current Aastra 400 terminal types are supported with this interoperability including: Analogue terminals FAX devices 4.2 Licences Aastra 6860i terminals Aastra 6700i terminals Aastra BluStar terminals (Hard- and Softphones) Aastra Mobile Clients (Mobile phone integration) DSI digital 2-wire system terminals DECT terminals IP system terminals Standard SIP terminals The following Aastra 400 licences are needed: SIP access licences: One for each parallel call to Lync Lync option licences for SIP access channels: One for each parallel call to Lync Secure VoIP licence: Required if TLS/SRTP is used. Depending on the PSTN access, the Use case chosen and other features the Aastra 400 has to support, other licences might be required. Microsoft licenses needed for this interoperability are not included as part of the scope of this guide. Please contact Microsoft or a qualified Microsoft partner to obtain the proper license requirements for each component of the Lync 2013 Server solution. 4.3 Limitations 1) The Aastra 400 does not support IPv6 addressing on the Lync 2013 interface. 2) The Aastra 400 does not support the redundancy format RED (RFC 2198)

13 5 General Configuration Settings 5.1 General Aastra 400 Configuration Certification Handling The Aastra 400 is able to import an X.509 host certificate from an external CA. To support mutual TLS with Lync 2013 the Aastra 400 host certificate must be issued by the same CA as for Lync 2013 and its Mediations Servers. When using the MS domain controller CA then the private key for the Aastra 400 must be marked as exportable. In addition the Aastra 400 checks if the host part of the CN (Canonical Name) belongs to it. It resolves the host part of the CN and the corresponding IP address must match the current IP address configuration of the Aastra 400. The creation process for the Aastra 400 is described in more detail in A.1 The host certificate has to be imported to the Aastra 400 using the WebAdmin configuration tool. The import procedure expects a PKCS 12 file (pfx file) that contains the Aastra 400 host certificate, the private key and the trusted CA. The trusted CA is used to verify the signing chain of the server certificates that are presented from the Mediation Servers to the Aastra 400 during TLS negotiation. Figure 3: Aastra 400 WebAdmin Import a certificate for Lync FQDNs FQDNs are used by the Aastra 400 to support load balancing. Whenever the DNS resolved FQDN returns multiple DNS A responses then load balancing takes place between these IP addresses. FQDNs are required when secure communication is to be used (TLS/SRTP). If non-secure communication is used with Lync 2013 (TCP/RTP) then fixed IP addresses (e.g ) could be used for the Mediation Server(s). Note: Load Balancing is not supported with fixed IP addresses

14 DNS server Customer site FQDN = IP addr Mediation Server 1 IP addr Mediation Server 2 IP addr Mediation Server 3 Lync 2013 Server IP PSTN / SIP Aastra 400 Lync 2013 Mediation Server(s) Figure 4: The FQDNs are resolved in the DNS server to an IP address or a list of IP addresses Aastra 400 IP-addressing When the use of a secure connection to Lync 2013 (TLS/SRTP) is required, then FQDN has to be used to access Lync Lync 2013 also accesses the Aastra 400 with an FQDN and therefore the correct hostname and domain has to be configured in the Aastra 400. Figure 5: Aastra 400 WebAdmin Configuration of the IP addressing

15 DNS server When the Aastra 400 is in DHCP mode then the DNS server is automatically set. If the Aastra 400 has a fixed IP address (DHCP off), then the correct DNS server has to be configured so that the Aastra 400 can resolve the FQDNs of the Lync 2013 Mediation Servers. See Figure 5. The DNS server itself has to be configured so that all the FQDNs can be resolved. The FQDNs of the Lync 2013 Mediation Servers can represent a pool of several Lync 2013 Mediation Servers. In this case, the DNS server returns a list of A records mentioning all the Mediation Servers the Aastra 400 shall use. See also FQDN for Lync 2013 As part of the configuration of the Lync 2013 on the Aastra 400 the FQDN of the Mediation Server(s) has to be configured. Figure 6: Aastra 400 WebAdmin Configuration of the FQDN of a Lync 2013 trunk

16 5.1.3 Lync 2013 trunk The access to Lync 2013 is configured under the Private networking menu with the Aastra 400 WebAdmin. This is only available in the expert mode. Go to SIP networking and Lync and create a new Lync 2013 trunk. Enter the FQDN/fixed-IP-address under which the primary and the secondary (fail-over) Lync 2013 Mediation Server(s) are reachable. See When such a Lync 2013 trunk is created a Trunk group containing this Lync 2013 trunk is automatically created too. This trunk group has to be added to a route, which is used for all calls to Lync If the communication to the Lync 2013 needs to be secure, then the Transport protocol has to be set to TLS. Furthermore, the SRTP mode shall be set to SRTP forced and the box Requires client certificate shall be ticked. The address for the Lync 2013 has to be a FQDN. If the communication to the Lync 2013 Mediation Servers is not to be encrypted, then the Transport protocol has to be set to TCP, SRTP mode has to be SRTP disabled. The address of the Lync 2013 Mediation Server(s) can be either an FQDN or a fixed IPv4 address. Make sure the following settings in the Lync 2013 trunk have these values: Music on Hold Call transfer method PRACK support RTCP support Comfort noise support Enable keep alive Relay RTP stream via communication server Use '+' as international prefix Off REFER Yes On On On Yes In the newly created Trunk group the following settings should be on Ring back tone for incoming calls Ring back tone for outgoing calls Transit CLIP format Allow GSM CLIP authentication even if CLIP is not screened Generate Generate Unknown with international prefix For later reference it is good practice to give the Lync 2013 trunk, the trunk group and the route containing this trunk group a self-explanatory name Fail-over Routing There are several possible ways to achieve a fail-over routing: 1. In the Lync 2013 trunk settings, a Secondary server is configured. 2. The IP address of the Lync 2013 trunk is an FQDN that resolves to a list of Mediation Servers. If one or several Mediation Server(s) are down, then the routing fails-over to the next working one. 3. For each Mediation Server a Lync 2013 trunk is configured. Then in the Route to Lync 2013 a list of up to 8 Lync 2013 trunks can be configured. The call tries always to use the first in the list, if that is not successful; it fails-over to the next in the list and so on

17 5.1.5 DNS Load Balancing Support Load balancing support requires an FQDN entry in the Lync 2013 trunk. The DNS server returns a list of Mediation Servers for this FQDN. The Aastra 400 checks all of these Mediation Servers regularly. If they are online, the Aastra 400 spreads the calls amongst them (Load Balancing). If one of the Mediation Servers is out of service or not reachable for any reason, then calls are routed to the next available Mediation Server in the list. The Aastra 400 Load Balancing is only applied by the Aastra 400 in the direction towards Lync

18 5.2 General Lync 2013 Configuration Configuration without Encryption Define PSTN Gateway in the Lync Server 2013 Topology Builder Open Lync Server 2013 Topology Builder and define a PSTN gateway in the Mediation Server to be used between Lync and Aastra 400. To define the PSTN gateway, expand Shared Components, right click in the PSTN gateways. Figure 7: Lync 2013 Topology Builder New IP/PSTN Gateway Use the FQDN ot the Aastra 400 Figure 8: FQDN for the new gateway

19 Define the IP address: in this example the default is kept. Click Next. Figure 9: Define the IP address

20 Define the root trunk Trunk name: FQDN (Aastra 400) Listening port for IP/PSTN gateway: 5060 (Aastra 400 SIP TCP port) SIP Transport Protocol: TCP Associated Mediation Server: lyncix.aquarium.local Associated Mediation Server Port: 5068 (default) Click Next Figure 10: Define the root trunk Publish the topology Figure 11: Publish the new topology

21 Define a Dial Plan The Dial Plan configuration is required to allow Lync users to dial to Aastra 400 terminals as well as PSTN. To define it, execute the following: Open the Lync Server Control Panel Click Voice Routing and choose Dial Plan Define Normalization rules that fit your organization s needs: at least one rule for Lync 2013 users to dial to Aastra 400 terminals and another for PSTN (assuming that Aastra 400 is connected with the PSTN) are required. Please contact Microsoft for the appropriate setup for your company as needed Figure 12: Lync 2013 Dial plan new normalization rule Commit the changes Define Voice Policy A voice policy is required to make it possible for Lync 2013 users to dial out via the Direct SIP connection using Aastra 400. Lync 2013 client users need to be assigned to this policy. To create the Voice Policy: Click Voice Routing and choose Voice Policy

22 Click New and choose the type of policy that is applicable for your company setup, site policy or user policy Define a name and description for this voice policy Figure 13: New Voice Policy Associate a new PSTN for this policy, click New

23 Define a name and description for this new PSTN usage record Figure 14: New PSTN Usage Record

24 Click New to associate a Route with this PSTN usage record Define a name and description for this New Route Associate the Aastra 400 gateway created previously with this New Route - click Add in Associated Gateways Figure 15: New Voice Route In the Select Gateway select the Aastra 400 gateway created previously Figure 16: Select Trunk Click OK for all questions in order to keep the configurations Commit all changes

25 Define Trunk Configuration In order to assign the Aastra 400 gateway to a site or pool trunk execute the following: Click Voice Routing and then click Trunk Configuration Click New and choose the type of trunk that is applicable for your company setup, site trunk or pool trunk Figure 17: Trunk Configuration

26 Select the Encryption support level, in this case, Not supported Figure 18: Encryption support levels Commit all changes Now that the setup is concluded, assign users with the Policy created previously and test the interoperability by making calls between the systems. Please check Enable Users for Enterprise Voice setup in the link below: 26

27 5.2.2 Lync 2013 configuration with encryption Define PSTN Gateway in the Lync Server 2013 Topology Builder In order to finalize the configuration between Aastra 400 and Lync Server 2013 the following steps need to be done: Define the PSTN Gateway in the Lync Server 2013 Topology Builder. Open Lync Server 2013 Topology Builder and define a PSTN gateway in the Mediation Server to be used between Lync 2013 and Aastra 400. To define the PSTN gateway, expand Mediation pools, right click in the Mediation Server to be used, choose Edit Properties Define the root trunk Trunk name: FQDN (Aastra 400) Listening port for IP/PSTN gateway: 5061 (Aastra 400 SIP TLS port) SIP Transport Protocol: TLS Associated Mediation Server: lyncix.aquarium.local Associated Mediation Server Port: 5069 Figure 19: Define root trunk with encryption Click Next

28 Define Trunk Configuration in Lync 2013 In order to assign the Aastra 400 gateway to a site or pool trunk execute the following: Click Voice Routing and then click Trunk Configuration Click New and choose the type of trunk that is applicable for your company setup, site trunk or pool trunk Figure 20: Trunk configuration with encryption Select the Encryption support level, in this case, Required Commit all changes

29 6 Configuration as Gateway Only the differences or additional settings in the Aastra 400 compared to the configuration described in 5.1 are mentioned in this section. This setup refers to the setup mentioned in 3.1 Lync 2013 Server Lync User 4523 Lync User 4567 External / Public User User Lync 2013 Mediation Server(s) PISN user 45XX Aastra 400 R3.1 Communication Server DDI numbers ISDN or SIP trunk PSTN / SIP Figure 21: Overview Aastra 400 operation as Gateway between Lync 2013 and the PSTN 6.1 Aastra 400 Configuration PISN user Assuming all the Lync 2013 clients have 4-digit internal numbers in the range , then a PISN user with the number 45XX has to be created. The route this PISN user has to use, needs the Trunk group containing the Lync 2013 trunk created earlier Direct Dialling In (DDI numbers) Each Lync 2013 client should have a matching Direct Dialling In number. All these DDI numbers are then routed to the internal Lync 2013 client number (PISN user). The DDI numbers are usually sent by the ISDN providers in national format. (e.g. E.164/national ) Aastra 400 licences See 4.2 for the necessary licences. 6.2 Lync 2013 configuration This is described in 5.2. No additional configuration is necessary

30 7 Aastra 400 Configuration as Gateway with Simultaneously ring on Lync 2013 Lync 2013 Server Lync client 4572 Simultaneous ringing to 6572 User 6572 Simultaneous ringing to 6567 Lync client 4567 User 6567 External / Public User User Lync 2013 Mediation Server(s) PISN user 45XX Aastra 400 R3.1 Communication Server DDI numbers ISDN or SIP trunk PSTN / SIP The two phones belong to the same user but have different phone numbers Figure 22: Overview Aastra 400 operation with Dual forking on Lync 2013 The Simultaneously ring to the corresponding number has to be configured in the Lync 2013 client. 7.1 Aastra 400 Configuration The configuration of the Aastra 400 is the same as in 6.1 with the following additional step: Create the necessary terminals on the Aastra Aastra 400 Licences See 4.2 for the necessary licences. 7.2 Lync 2013 Configuration The configuration of the Lync 2013 is the same as described in 5.2 with for the following additional step: Configure the Simultaneously ring to the corresponding number in the Lync 2013 client

31 7.2.1 Define a additional Dial Plan Figure 23: Dial Plan for PSTN users

32 7.2.2 Lync 2013 Client configuration Figure 24: Lync 2013 Client Simultaneously Ring

33 8 Aastra 400 Configuration as IP PBX with One Number Here the Lync 2013 client of a user is one of his terminals. This has several advantages for the user: He can make use of the Aastra 400 user related features (e.g. Voic , BusyLampField and many more. He can set up profiles defining which terminals shall be called. These profiles are activated manually or by the changing of the presence state (e.g. from Microsoft Outlook) the full integration of the user s mobile phone is possible. All phones of the user are reachable under one internal and one external number. Lync 2013 Server Lync client User 4571 Other phone of user 4571 Lync client User 4567 Other phone of user 4567 External / Public User User Lync 2013 Mediation Server(s) Aastra 400 R3.1 Communication Server DDI numbers ISDN or SIP trunk PSTN / SIP The phones in the box are configured in the PBX to belong to the same user. Both have the same number Figure 25: Overview Aastra 400 operation as IP-PBX with 'One number'

34 8.1 Aastra 400 configuration Direct Dialling In (DDI numbers) Each user should have a matching Direct Dialling In (DDI) number. This DDI number is then routed to the Aastra 400 user Aastra 400 Licences In addition to the licences mentioned in 4.2 Mobile phone extension licences are needed one for each Lync 2013 client. With the help of this licence, a full IP-PBX integration is possible for each Lync 2013 client AMC/GSM Terminal An AMC/GSM terminal is used to integrate the Lync 2013 client into the Aastra 400 configuration. Create an AMC/GSM terminal and enter the Lync 2013 client number and the route to the Lync 2013 trunk as the external number Assign this AMC/GSM terminal to the list of terminals of this user. The AMC/GSM terminal representing the Lync 2013 client could be the only terminal of a user. Note: For each AMC/GSM terminal, an additional licence is required. Number translation For this One number set-up it is necessary (see 3.3) to configure the Lync 2013 user with a special number. The easiest way is to add a prefix (e.g. 7 ). For the AMC/GSM terminal, add the 4-digit extension in Mobile call number. To dial the number to Lync 2013 add the digit 7 in the route configuration ( Send access code ). For the incoming call from Lync 2013 cut the 7 in the trunk group configuration. Figure 26: Aastra 400 WebAdmin Configuration of a GSM terminal used to integrate a Lync client into the Aastra

35 8.1.4 Route configuration Figure 27: Aastra 400 WebAdmin Configuration of the Route used to call the Lync 2013 clients. See the chosen prefix that is added to each dialled number sent to Lync

36 8.1.5 Trunk group configuration Figure 28: Aastra 400 WebAdmin Configuration of the Lync 2013 Trunk group. Here the chosen prefix is removed again for calls from Lync 2013 to Aastra

37 8.2 Lync 2013 configuration User configuration Lync 2013 Configure the Line URI for the Lync User as 5-digit number with a leading 7. Figure 29: Lync 2013 User configuration

38 8.2.2 Define a Dial Plan Figure 30: Define Dial Plan Define Voice Policy See chapter Define Trunk Configuration See chapter

39 A Appendix A.1 Create a certificate for Aastra 400 from the MS Certification Authority Open IIS Manager on Lync 2013 Server Open Server Certificates Figure 31: IIS Manager Server Certificates Click on the right pane: Create Domain Certificate Figure 32: IIS Manager Create Domain Certificate

40 Create the certificate for the Aastra 400. In the field Common name enter the FQDN of the Aastra 400. Click Next Figure 33: Create Certificate Step

41 Use the same Certification Authority as for the Mediation Servers Click Finish Figure 34: Create Certificate Step 2 Open MMC Add Certificates Snap-in Computer account (local computer) Figure 35: MMC Certificates Local Computer

42 Export the newly created certificate Figure 36: Export Certificate Click Next Figure 37: Certificate Export Wizard Step

43 Mark Yes, export the private key Figure 38: Certificate Export Wizard Step

44 Mark the two boxes, see below. Figure 39: Certificate Export Wizard Step

45 Enter a password, but do not forget it. Figure 40: Certificate Export Wizard Step

46 Save the certificate in.pfx format Figure 41: Certificate Export Wizard Save As Check the settings and press Finish Figure 42: Certificate Export Wizard Step

47 A.2 Supported features with integrated Lync 2013 client When the Lync 2013 client is integrated according the use case described in 3.3 (using the Mobile or External Phone extension) then the following features are supported: Make calls to Aastra 400 internal destinations Make calls to external destinations Calls to the Aastra 400 Emergency number Calls to Abbreviated Dialling number of the PBX Calls to the Aastra 400 Voic system (AudioGuide) Calls to a Door Intercom system Exchange access Call charges Reject inbound calls Display caller s number (CLIP / COLP) Display caller s name (CNIP / CONP) Suppress the call number display (CLIR) DTMF dialling Call forwarding unconditional all call forwarding types are possible with the Self-Service-Portal (Web configuration of the user settings) Busy Lamp field Put the current connection on hold Retrieve a held connection Music on Hold Start an inquiry call Brokering between an active and a held call Call transfer (Blind or with announcement) Conference According to the Lync dial-plan setup According to the Lync dial-plan setup According to the Lync dial-plan setup According to the Lync dial-plan setup According to the Lync dial-plan setup According to the Lync dial-plan setup and if the Door Intercom is connected as a normal internal terminal to the Aastra 400. Normally the Global/Business exchange access is used, but if the Lync dial-plan is setup accordingly the Route-selection, the Cost-centre-selection or the Private exchange access is possible to use. If Lync suppresses the calling number then the Aastra 400 can t assign the call to a certain user and then many features won t work as expected. Locally on Lync These are done on the Aastra ) System terminals can see the state of the user, when he is using the Lync 2013 client. 1) Lync plays its own Music on Hold In the Aastra 400 these are two independent calls. This is done by Lync Done on Lync Conversation recording Only the automatic mode is supported. 1) List of callers Lync 2013 clients own list Phone Lock PC s Screen Saver prevent access to the Lync 2013 client 1) Direct calls from one Lync client to an other are not supported

48 Aastra Technologies Limited. All rights reserved. This document contains proprietary information, which is protected by copyright. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or by any information storage and retrieval system, or translated into another language, without the prior written consent of Aastra Technologies Limited, Concord, Ontario, Canada. NOTICE The information in this document is subject to change without notice. AASTRA MAKES NO WARRANTY OF ANY KIND WITH REGARD TO THIS MATERIAL, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. AASTRA shall not be liable for errors contained herein, neither for incidental nor for consequential damages in connection with the furnishing, performance, or use of these materials. Aastra Technologies Limited Concord, Ontario, Canada

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