Step by step to configure Exchange 2010 Unified Messaging Server

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.

Systems Requirements

Microsoft Certified PBX and IP Gateway

Microsoft Telephony Advisor for Exchange Server

Exchange 2010 pre-requisites

Unified Communication Architecture

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

To 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

To 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

To 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.

To 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.

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.

To 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