How to Configure Unified Messaging in Exchange 2013 Step by Step


There are many ways you can achieve unified messaging functionality in Exchange 2013. It all depends on your Exchange, Lync and telephony infrastructure.

Before you begin, you have to install Exchange language pack for non-English Exchange deployment. For English deployment you don’t need to install language pack.

Depending on your Exchange 2013 version, Download Exchange Language Pack from the following web sites.

http://www.microsoft.com/en-au/download/details.aspx?id=35368

http://www.microsoft.com/en-au/download/details.aspx?id=39713

http://www.microsoft.com/en-au/download/details.aspx?id=41176

Right click the UMLanguagePack.Country-Code.exe file, Click Run As Administrator.

In the Exchange 2013 Setup wizard, on the License Agreement page,  select I accept the terms in the license agreement, and then click Next then click Install.

Click Finish to complete the installation of the UM language pack.

Scenario#1

If you have a Cisco Call Manager for IP telephony then you just need to perform few tasks in Exchange 2013 to integrate Exchange and Cisco Call Manager. Here are the steps to accomplish unified messaging in Exchange 2013 with Cisco Call Manager.

Step1: Create a Service Account named domainnamesa-ExchangeUC  and set password and account to be never expired. Set user cannot change password.  

Step2: Open Exchange 2013 Management Shell as an administrator (Account must be a member of Exchange organisation management role). issue the following command. 

New-ManagementRoleAssignment –Name:UMServicesConnectionACC –Role:ApplicationImpersonation -User:”domainanemsa-ExchangeUC “

Get-ManagementRoleAssignment

Step3: Create an anonymous relay in Exchange 2013. Here is a guideline

Name: Anonymous Relay

Role: Frontend Transport

Type: Custom

Available IP: Exchange 2013 server IP

Port: 25

Authentication: TLS, Externally Secured

Permission: Exchange Servers, Anonymous users

Open Exchange Management Shell and execute the following

Get-ReceiveConnector “Anonymous Relay” | Add-ADPermission -User “NT AUTHORITYANONYMOUS LOGON” -ExtendedRights “Ms-Exch-SMTP-Accept-Any-Recipient”

Now add Cisco Call Manager IP address into remote network settings properties of anonymous relay.

Step4: Export Exchange Client Access Certificate from Exchange 2013 as .pfx format (public key included) and import into computer account of windows machine then export as .cer format certificate into Cisco Unity. reference http://www.digicert.com/ssl-support/pfx-import-export-iis.htm

Step5: Configure Cisco Unity for Unified Messaging. Follow this link to configure Cisco Call Manager. Detailed guide is available in Cisco Unity and Microsoft Exchange configuration guide.

Scenario#2

There are other ways to achieve same result if you decide Exchange 2013 to manage dial plan, auto attendant, hunt group and voice delivery etc. In this scenario, you have configure lot more then previous steps. There is no concrete steps for your scenario or your IP telephony systems. But here is what you have to do to accomplish unified messaging between IP-PBX and Exchange 2013. I assume your Exchange 2013 and IP-PBX are working per normal.  

Step1: Create a Service Account named domainnamesa-ExchangeUC and set password and account to be never expired. Set user cannot change password in the properties of sa-ExchangeUC account.

Step2: Export Exchange Client Access Certificate from Exchange 2013 as .pfx format (public key included) and import into computer account of a windows machine then export as .cer format certificate into IP-PBX.

Step3: Configure IP-PBX to connect to Exchange 2013 using service account you have created in previous step.

Step4: Create a virtual extension number. This extension number will be used in a Exchange 2013 only.  

Step5: Create a dial plan

In the Exchange admin center (EAC), navigate to Unified Messaging > UM dial plans, and then click Add Add Icon.

On the New UM Dial Plan page, complete the following boxes:

Name: ExchangeUC Dial Plan

Extension Length: 4 or Exact length used in IP-PBX

Dial plan type: Telephone extension

VoIP security mode: Unsecured

Country/Region code: +61 (for australia)

Click Save.

Step6: Create a PIN Policy

In the EAC, navigate to Unified Messaging > UM dial plans. In the list view, click the ExchangeUC Dial Plan you have created in previous step and then click Edit Edit Icon.

On the UM Dial Plan page, under UM Mailbox Policies, select the UM mailbox policy you want to edit, and then click Edit Edit Icon.

Click Properties. On the UM mailbox policy page, click PIN policies.

On the PIN Policies page, configure the following PIN settings

PIN Length: 5

PIN Cycle: 5

Enforce PIN lifetime: 60

Sign-in failure: 5

Sign-in lockout:15

Click Save.

Step8: Add a DNS record in the forward lookup zone of Active Directory DNS

lets say DNS Name: IPPBX.domainname.com and corresponding IP: 10.10.70.240

Step8: Add UM IP Gateway

In the EAC, navigate to Unified Messaging > UM IP Gateways, and then click Add Add Icon.

On the New UM IP gateway page, enter the following information:

Name: Cisco Unity or 3CX whichever is your gateway

Address: FQDN or IP Address of IP-PBX

UM Dial Plan: ExchangeUC Dial Plan

Click Save.

Step9: Create Auto Attendant

In the EAC, navigate to Unified Messaging > UM dial plans, select the ExchangeUC Dial Plan for which you want to add an auto attendant, and then click Edit Edit Icon.

On the UM Dial Plan page, under UM Auto Attendants, click Add Add Icon.

On the New UM auto attendant page, complete the following boxes:

Name: ExchangeUC Auto Attendant

Uncheck “Create this auto attendant as enabled”

Uncheck “Set the auto attendant to respond to voice commands”

Access Number: click Add Add Icon and add virtual extension number you have created in step 4.

Click Save.

Step 10 (Optional):

In the EAC, navigate to Unified Messaging > UM dial plans. In the list view, select the ExchangeUC Dial Plan and then click Edit Edit Icon.

On the UM Dial Plan page, under UM Hunt Groups, click Add Add Icon.

On the New UM Hunt Group page, complete the following boxes:

Associated UM IP gateway: IPPBX.domainname.com

Name: ExchangeUC Hunt Group

Dial plan   Click Browse to select the ExchangeUC Dial Plan

Pilot identifier: a string that uniquely identifies the pilot identifier obtained from IP-PBX.

Click Save.

Step11: Setup UM Dial Plan Policies

In the EAC, navigate to Unified Messaging > UM dial plans. In the list view, select the ExchangeUC Dial Plan and then click Edit Edit Icon.

On the UM Dial Plan page, under UM Mailbox Policies, click New Add Icon.

On the New UM mailbox policy page, in the Name box, enter the name of ExchangeUC mailbox policy.

Click Save.

Step12: Enable User for Voice Mail

In the EAC, click Recipients. In the List view, select the user whose mailbox you want to enable for Unified Messaging.

In the Details pane, under Phone and Voice Features, click Enable.

On the Enable UM mailbox page, click the Browse and select ExchangeUC mailbox policy, and then click OK.

On the Enable UM mailbox page, complete the following boxes:

Extension Number: Type the extension number you have created in IP-PBX for this mailbox

PIN Settings: Type a 5 digit PIN number

Click Finish.

Now you have successfully configured Unified Messaging in Exchange 2013. However if you have Lync 2013 in your organisation. you will have to perform the following steps in Exchange 2013 to integrate Lync and Exchange.

Step1: Set Dial Start-up mode to dual

Open Exchange Management Shell, Enter the following command

Set-UmService -Identity “FQDN of Exchange Server” -DialPlans “ExchangeUC Dial Plan” -UMStartupMode “Dual”

Step2: Assign Exchange Certificate to UM

Type Get-ExchangeCertificate and copy the thumbprint in notepad

Enable-ExchangeCertificate -Server “FQDN of Exchange Server” -Thumbprint “EA5A332496CC05DA69B7578A110D22d” -Services “UM”

I assume that you already assigned this certificate to IIS, SMTP services. Restart the MsExchangeUM service on the Exchange server.

Step3: Assign certificate to call router

Set-UMCallRouterSettings -Server “FQDN of Exchange Server” -UMStartupMode “Dual” -DialPlans “ExchangeUC Dial Plan”
Enable-ExchangeCertificate -Server “FQDN of Exchange Server” -Thumbprint “45BAA32496CC891169B75B9811320F78A1075DDA” –Services “IIS”, “UMCallRouter”

Restart the MsExchangeUM service on the Exchange server.

Step4: Test UM Service

$credential = Get-Credential “DomainNameUser1”

Test-CsExUMConnectivity -TargetFqdn “FQDN of Exchange Server” -UserSipAddress “sip:User1@DomainName.com” -UserCredential $credential

$credential = Get-Credential “DomainNameUser2”

Test-CsExUMVoiceMail -TargetFqdn “FQDN of Exchange Server” -ReceiverSipAddress “sip:user1@DomainName.com” -SenderSipAddress “sip:user2@DomainName.com” -SenderCredential $credential

References:

http://technet.microsoft.com/en-us/library/jj673564%28v=exchg.150%29.aspx

http://technet.microsoft.com/en-us/library/jj150478%28v=exchg.150%29.aspx

About Raihan Al-Beruni

My Name is Raihan Al-Beruni. I am working as an Infrastructure Architect in Data Center Technologies in Perth, Western Australia. I have been working on Microsoft technologies for more than 15 years. Other than Microsoft technologies I also work on Citrix validated solution and VMware data center virtualization technologies. I have a Masters degree in E-Commerce. I am certified in Microsoft, VMware, ITIL and EMC. My core focus is on cloud technologies. In my blog I share my knowledge and experience to enrich information technology community as a whole. I hope my contribution through this blog will help someone who wants more information on data center technologies.
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