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

How to configure Exchange 2010 Unified Messaging Server –step by step

An UM infrastructure is an integration of Microsoft Exchange Server, IP Gateway Conventional PBX and IP-PBX to deliver voicemail, greetings and customer messages to a single outlook client.  Microsoft Exchange Server Unified Messaging (UM) combines voice messaging and e-mail messaging into a single messaging infrastructure. Unified Messaging puts all e-mail and voice messages into one Exchange 2010 mailbox that can be accessed from many different devices. After Unified Messaging servers have been deployed on a network, users can access their messages using Outlook Voice Access, from any telephone, from a mobile phone, or from the computer.
Windows Server 2012 Step by Step

Systems Requirements

Microsoft Certified PBX and IP Gateway

Microsoft Telephony Advisor for Exchange Server

Exchange 2010 pre-requisites

Unified Communication Architecture

image

To install Unified Messaging Server Role on Exchange 2010

  • Log on to the server on which you want to install Exchange 2010
  • Insert the Exchange 2010 DVD into the DVD drive (or browse to your install location). If Setup.exe doesn’t start automatically, navigate to the DVD drive and double-click Setup.exe
  • On the Start page, click Choose Exchange language option. Select Install only languages from the DVD
  • In the Exchange Server 2010 Setup wizard, on the Introduction page, click Next.
  • On the License Agreement page, review the software license terms. If you agree to the terms, select I accept the terms in the license agreement, and then click Next.
  • On the Error Reporting page, select Yes, and then click Next.
  • On the Installation Type page, click Custom Exchange Server Installation.
  • On the Server Role Selection page, select the UM server role
  • On the Customer Experience Improvement Program page, choose the appropriate selection for your organization, and then click Next.
  • On the Completion page, click Finish

After you install and configure the Unified Messaging server, You must create the following objects after you successfully install the Unified Messaging server role:

  • Dial Plan objects
  • IP Gateway objects
  • Hunt Group objects
  • Mailbox Policy objects
  • Auto Attendant objects
  • UM Server objects

Once UM server configured. You must configure other UM devices such AudioCodecs IP Gateway, Siemens, Cisco or your preferred PBX, IP-PBX devices to work with Microsoft Exchange Server 2010 UM. Microsoft supported configuration “how to” guides are at the end this articles in PDF format.

How UM use Active Directory and HT server to Transmit Email

The Unified Messaging server role uses Active Directory site membership information to determine which Hub Transport servers are located in the same Active Directory site as the Unified Messaging server. The Unified Messaging server submits messages for routing to a Hub Transport server within the same Active Directory site. The Hub Transport server performs recipient resolution and queries Active Directory to match a telephone number, or another Unified Messaging property, to a recipient account. After the recipient resolution completes, the Hub transport server will deliver the message to the target mailbox in the same way as a regular e-mail message.

To Create UM Dial Plan

  • In the console tree, navigate to Organization Configuration > Unified Messaging.
  • In the action pane, click New UM Dial Plan.
  • In the New UM Dial Plan wizard
  • On the Set UM Servers page, click Add, and then, on the Select UM Server page, select the UM server that you want to add to the UM dial plan.
  • On the Completion page, confirm whether the dial plan was successfully created.
  • Click Finish to complete the New UM Dial Plan wizard 1183To enable Unified Messaging on an Exchange 2010 server
  • In the console tree, navigate to Server Configuration > Unified Messaging.
  • select the Unified Messaging server, Click on Enter Product Key to enter UM license
  • Once licensed, In the result pane, select the Unified Messaging server to enable.
  • In the action pane, click Enable UM Server 17To Create an UM IP Gateway
  • In the console tree, navigate to Organization Configuration > Unified Messaging.
  • In the work pane, click the UM IP Gateways tab.
  • In the action pane, click New UM IP Gateway.
  • In the New UM IP Gateway wizard
  • On the Completion page, confirm whether the UM IP gateway was successfully created.
  • Click Finish to complete the New UM IP Gateway wizard 4567To Create an UM Hunt Group
  • In the console tree, navigate to Organization Configuration > Unified Messaging.
  • In the work pane, click the UM IP Gateways tab.
  • In the result pane, select a UM IP gateway.
  • In the action pane, click New UM Hunt Group.
  • In the New UM Hunt Group wizard,view or complete the following fields,  Associated UM IP gateway ,Name  Dial plan   Click the Browse button to select the dial plan that will be associated with the UM hunt group.  Pilot identifier   An extension number or a Session Initiated Protocol (SIP) Uniform Resource Identifier (URI) can be used in this field.
  • On the Completion page, confirm whether the UM hunt group was successfully created
  • Click Finish to complete the New UM Hunt Group wizard. 192021To add a UM server to a dial plan
  • In the console tree, click Server Configuration.
  • In the result pane, select the Unified Messaging server.
  • In the action pane, click Properties.
  • On the UM Settings > Associated Dial Plans, click Add.
  • In the Select Dial Plan window, select the dial plan you want to add from the list of available dial plans, and then click OK.
  • Click OK again to accept your changes. 222324
  • To configure the start-up mode
  • In the console root, navigate to Server Configuration > Unified Messaging.
  • In the result pane, click to select the Unified Messaging server you want to set up.
  • In the action pane, click Properties.
  • On the UM Settings tab, in the Startup Mode drop-down list, select one of the following settings: TCP   Use this setting if the UM server is being added to only UM dial plans that are set to Unsecured but won’t be added to dial plans that are set to SIP Secured or Secured. In TCP mode, the UM server will only listen on TCP port 5060 for SIP requests. By default, the UM server will startup in TCP only mode. TLS   Use this setting if the UM server is being added to UM dial plans that are set to SIP Secured or Secured but won’t be added to dial plans that are set to Unsecured. In TLS mode, the UM server will only listen on TCP port 5061 for SIP requests.

    Dual   Use this setting if the UM server is being added to UM dial plans that have different security settings. In Dual mode, the UM server can listen on ports 5060 and 5061 simultaneously.

    Click OK.

    To configure number of concurrent voice calls

  • In the console tree, navigate to Server Configuration > Unified Messaging.
  • In the result pane, click to select the Unified Messaging server you want to set up.
  • In the action pane, click Properties.
  • On the UM Settings tab, in the Maximum concurrent calls text box, type the maximum number of concurrent voice calls.
  • Click OK. 22To view number of active calls
  • Click Start, click Programs, click Administrative Tools, and then click Performance.
  • In the Performance console, right-click the details pane, and then select Add Counters from the menu. You can also press CTRL+I to open the Add Counters window.
  • In the Add Counters window, in the Performance object list, select MSExchangeUMGeneral.
  • In Select Counters from list, select Current Calls, click Add, and then click Close.
  • In the Performance console, in the details pane, select the Current Calls counter to display the number of current calls.  To add UM Mailbox
  • In the console tree, navigate to Organization Configuration > Unified Messaging.
  • In the work pane, click the UM Mailbox tab.
  • In the action pane, click New UM Mailbox.
  • In the New UM Mailbox wizard
  • On the Completion page, confirm whether the UM Mailbox was successfully created.
  • Click Finish to complete the New UM Mailbox wizard 89   10

    To add UM Auto Attendant

  • In the console tree, navigate to Organization Configuration > Unified Messaging.
  • In the work pane, click the UM Auto Attendant tab.
  • In the action pane, click New UM Auto Attendant .
  • In the New UM Auto Attendant wizard
  • On the Completion page, confirm whether the UM Auto Attendant was successfully created.
  • Click Finish to complete the New UM Auto Attendant wizard  1112To verify UM mailbox property
  • In the console tree, navigate to Organization Configuration > Unified Messaging.
  • In the work pane, click the UM Mailbox tab.
  • Right click Newly UM Mailbox.
  • Click on Property  1314 1516       
  •  AudioCodecs Configuration Guide

    Siemens HiPath 4000 Configuration Guide

    Design Guide for Cisco Unified Messaging 1.0

    Cisco CallManager Express Configuration Guide

    CallManager for Cisco Unity Express Configuration Example

    Cisco Unity Express Command Reference Complete Book

    Command Reference for Cisco Unified Messaging Gateway (Cisco UMG) Release 8.0

    Cisco Unified Communication Software

    Cisco IP Phone

    Quick Start Guide for Outlook Voice Access 2010 

  • Cisco Unified Communications Manager Administration Guide, Release 7.1(2)Microsoft Exchange 2010 Unified Messaging PBX Configuration Note for Cisco Unified Communications Manager 7.0