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Step by step guide to Installing Microsoft Lync Server 2010

GrahamWalsh

Below is a step by step guide on installing a Lync Server Standard Edition server.  I have also included some troubleshooting if you are getting SQL errors.  It seems to be from a corrupted SQL exe file that was copied over as part of the install.

I have also created some users on my AD prior to starting the install.  My AD also has the DNS, DHCP, IIS and Cert Server installed.

Install Windows

Set Computer Name

Install Windows Updates

Join Domain and login with the domain admin account

Run this command to install the required components before installing Lync.

◦servermanagercmd -i NET-Framework Web-WebServer Web-Common-Http Web-Static-Content Web-Default-Doc Web-Dir-Browsing Web-Http-Errors Web-Http-Redirect Web-Asp-Net Web-ISAPI-Ext Web-ISAPI-Filter Web-Http-Logging Web-Log-Libraries Web-Http-Tracing Web-Security Web-Windows-Auth Web-Client-Auth Web-Performance Web-Stat-Compression Web-Mgmt-Tools Web-Mgmt-Console Web-Scripting-Tools telnet-client rsat-adds Desktop-Experience

Shut down and restart server

Install Microsoft Silverlight – http://www.silverlight.net

Mount the ISO and run the Install from the left hand side. The right hand side options are for the client. Select Run when prompted.

Lync-isntall-options

When prompted about installing the C++ tools, select yes.

C

Next you will be asked where you would like to install the Lync server.  I accepted the defaults.

Install-loc

Accept the EULA and click OK

Eula

Now you will see the Microsoft Lync Deployment Wizard.  Click on Prepare Active Directory.

Deploy-wiz

You will now see several steps to do with preparing the AD.  Run through Step 1, Step 3 and Step 5.

Ad-prep

Once you’ve done the above steps 1-5, step 7 is to add the Administrator’s account to the CSAdministrator, CSServerAdministrator, CSUserAdministrator and CSVoiceAdministrator groups.  Start up ADUC and go to the Administrator’s account and select it.  Go to the Member of tab and choose Add.  Now add the 4 groups above and click OK.

Admin-account

Now that the AD & administrator’s account is ready, click on back and now select Topology Builder from the right hand side and run through the installer.

Topbuilder

The next step is to Prepare the First Standard Edition.  Choose this option and select Next and let the installer run through the scripts.

Prep-std

If you setup fails with an error when deploying the SQLExpressRTC, then exit the installer and open up the command prompt and run the following script

start/wait SQLEXPR_x64.exe /Q /HIDECONSOLE /ACTION=Install /FEATURES=SQLEngine,Tools /INSTANCENAME=RTC /TCPENABLED=1 /SQLSVCACCOUNT=”NT AUTHORITYNetworkService” /SQLSYSADMINACCOUNTS=”BuiltinAdministrators” /BROWSERSVCSTARTUPTYPE=”Automatic” /AGTSVCACCOUNT=”NT AUTHORITYNetworkService” /SQLSVCSTARTUPTYPE=Automatic

Sql

Once the command prompt has returned the cursor, you can now load the Deployment Wizard again and run the Prepare first Standard Edition server.  This should now run and complete all the tasks.

Sqldone

Next is to run the Lync Server Topology builder from the Start menu.  When prompted, select New Topology.

Newtop

Next, give your topology a name.  I’ve called mine Polycom.  Click Save

Top-name

Now you will need to provide the primary SIP domain for your network.  Mine is polycom.ocs.  Click Next.  If you have additional SIP domains, add them in on the next screen

Sipdom
Sip-add

You will now be prompted to name the First Site.  For the name of the site, try to avoid any spaces.

Definesite

Next enter further details of the site and then Finish and launch the Front End Wizard

Topdone
Sitedetails

Now we will configure the front end pool.  Enter the FQDN of the server and choose Standard Edition Server.

Frontend
Poolfqdn

Now we can choose what features we want on our server.  I have selected Conferencing, Enterprise Voice and Call Admission Control.  I have also selected to Collate Mediation Server

Features
Colo

For the other server roles, I am not going to select any monitoring or archiving. The next screen then has the information on the SQL store

Roles
Sqlstore

Next you need to create a shared folder on the server.  I have created a folder in the root called share.  You can call it what you like, just ensure the name matches here.  Then you can accept the default of the External URL, unless you have a different external URL.

Share
Exurl

As I don’t have a PSTN gateway just yet, you can skip the stage.

Pstn

Now that the topology has been created, there are 2 more items to be done before we publish it.  Click on Edit Properties in the top right corner (under Central Site).  Click on Simple URLs and then enter an address for the Administrative Access.  Here I have chosen https://admin.polycom.ocs.  Then you can drop down the Central Management Server to select your Front End Server.

Topadmin

Next we can Publish Topology from the right hand side menu.  The CMS pool should be displayed.  Click on Next the the CMS will start to be deployed to the database.  Once the topology has been published you should see the completed wizard.

Toppydone
Pubtop
Cms

You can now close the Topology Builder and now choose Install or Update Lync Server System from the Deployment Wizard.  Select Step 1 – Install Local Configuration Store and then accept the default of Retrieve directly from Central Management Store.

Installconf
Localcms

If you get a SQL install error, then open a command prompt and navigate to d:setupamd64 and run the following command

start/wait SQLEXPR_x64.exe /Q /HIDECONSOLE /ACTION=Install /FEATURES=SQLEngine,Tools /INSTANCENAME=RTCLOCAL /TCPENABLED=1 /SQLSVCACCOUNT=”NT AUTHORITYNetworkService” /SQLSYSADMINACCOUNTS=”BuiltinAdministrators” /BROWSERSVCSTARTUPTYPE=”Automatic” /AGTSVCACCOUNT=”NT AUTHORITYNetworkService” /SQLSVCSTARTUPTYPE=Automatic

Sqlerror

Now close the command prompt once the cursor has returned and click on back and then Next.  The wizard should now complete.

Sqlyay

Next we select Setup or Remove Lync Server Components and let the scripts run through.  You may see an error that the server needs to be restarted.  If so, click Finish and then reboot the server and start the deployment wizard again where you left off and run Step two again of Setup or Remove Lync Server Components.

Lynccomps
Srvcomps

If you get any more errors relating to the speech, try to copy over the files from the ISO into the C:ProgramDataMicrosoftLync ServerDeploymentcache4.0.7457.0setupspeech.  I just copied all the folders over.  I then clicked back and next to run the setup again.  Another failure for me again, so I ran the ucmaworkflowruntime installer manually.  Then back and next.  Once completed, you can now run Step 3 – Request, Install or Assign Certificates.  Choose Request on the right hand side

Cert1
Cert2

Then choose to send the request immediately and on the following screen it should find your CA. Accept the defaults on the next few screens.

Cert3
Cert4
Cert5

For the friendly name, enter the FQDN of your server and then on the next screen just put in your organisation and then your geographic information.  Finally you will see a summary of the URLs for your server.

Cert6
Cert7
Cert8
Cert9

Next you will see SIP Alternative Name, just select your domain and if you don’t have any other alternative names, just click through the next few screens.

Cert10
San
Certsum
Certdone
Certdone1

Next is the certificate assignment.  Just click through the screens and at the end you will see the certificates now have the friendly name.

Certass1
Certass2
Certass3
Certdone2

Now the fun bit to see that it has all worked.  Run Step 4 to start the services and once that is done you can open the Services MMC to ensure they are started.

Services
Servdone
Done

Finally before we can get clients talking to the Lync Server, we need to add some entries to the DNS server.  Log into your DNS server and create the following A records

  • meet.polycom.ocs
  • dialin.polycom.ocs
  • admin.polycom.ocs
Dns

Once that is done, we need to create a SRV record for the clients to find the server.  _sipinternaltls using _tcp on port 5061.

Srv

While you are here, you can create a UDP SRV record for the _ntp time server.  This is used when you connect Polycom CX handsets to the network.

Ntp

Now that this is all done, we can log into the Control Panel.  The URL for this is https://admin.polycom.ocs/cscp.  You can access this from any machine that has Silverlight installed.  Then click on Users and choose Enable Users. I have already created a few users in my AD prior to installing Lync and I have also populated the email address.  This means that you can use the email address as the SIP URI.  I also enabled my user for Enterprise Voice as I shall be connecting up some Polycom CX handsets to the network.  Then click on enable.

Uer1
User2

To get the client installed, I’ve moved over to a Windows 7 VM and mounted the ISO and ran the client installer.  Sign in and hey presto.

Client
Clientdone

That’s it for stage one.  Next is to get Unified Messaging working on Exchange 2010 and integrate with Lync Server so we can see the integration with Polycom CX IP Phones Optimized for Lync Server.

 

 

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