Lync with Exchange 2007 UM Upgrade to Exchange 2010 UM
Folks,

We're about to deploy our first Exchange 2010 UM server into our Exchange 2007 UM/Lync environment.  We can't move all of our Lync enabled mailboxes to Exchange 2010 at the same time, so we will have coexistence for a small time period.  What do we need to do with Lync to get inbound phone calls to go to the Exchange 2010 UM server instead of the Exchange 2007 server?  Do we just need to add the Exchange 2010 UM server to the existing dial plan?

TIA ...
Will Martin
October 7th, 2011 2:54pm

HI,

what i see is that you only need to do is,

1. Create a separate Dial Plan in UM 2010 Server.

2. Create only Auto Attendant in 2010 UM server with a Separate Pilot Identifier

3. Create the Auto Attendant on Lync Server using the UMUtill for the 2010 UM

4. Get the PSTN Gateway to forward the calls to new Auto attendant Pilot Identifier 

Thamara.

 

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October 7th, 2011 3:05pm

There is no way I can share the dial-plan with both versions?  This is what the documentation says I should be able to do.  I've already gone through the business of adding the phone number to the Exchange autoattendant, etc, and it will not be simple to go through this again.

October 7th, 2011 3:17pm

You mean share the Dial plan you created in UM 2007 with UM 2010? I don't think it's possible since the Dial plan have to associate with the UM Server. your UM 2007 dial plan will not get reflected on UM 2010 server to assign.

What was the document you refer?

Thamara.

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October 7th, 2011 3:57pm

But it's quite simple to assign a UM server to a dial-plan.  Open the server properties, click the UM Settings tab, click Add, then add the server.  I'm trying to find out if we need to do anything on the Lync side to make the Lync server contact the Exchange 2010 server instead of the Exchange 2007 server.
October 8th, 2011 1:49pm

Yes. it's true. But my concern is that, you have 2 UM Servers right? 1 you have 2007 and other one you have 2010.

How can you assign the dial plan of the 2007 Server to the 2010 Server? for 2010 Server, you have to create a new plan and configure that in LYNC.

there's no way you can get LYNC Server to talk to UM 2010 server unless you have a Dialplan on that server associate with LYNC Server.

Creating a Dialplan in in UM 2010 is way easy than in 2007. it'll take you 10 mins or so to complete the whole process :)

Thamara.

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October 8th, 2011 2:39pm

Yes. it's true. But my concern is that, you have 2 UM Servers right? 1 you have 2007 and other one you have 2010.

How can you assign the dial plan of the 2007 Server to the 2010 Server? for 2010 Server, you have to create a new plan and configure that in LYNC.

there's no way you can get LYNC Server to talk to UM 2010 server unless you have a Dialplan on that server associate with LYNC Server.

Creating a Dialplan in in UM 2010 is way easy than in 2007. it'll take you 10 mins or so to complete the whole process :)

Thamara.

October 8th, 2011 2:39pm

Yes. it's true. But my concern is that, you have 2 UM Servers right? 1 you have 2007 and other one you have 2010.

How can you assign the dial plan of the 2007 Server to the 2010 Server? for 2010 Server, you have to create a new plan and configure that in LYNC.

there's no way you can get LYNC Server to talk to UM 2010 server unless you have a Dialplan on that server associate with LYNC Server.

Creating a Dialplan in in UM 2010 is way easy than in 2007. it'll take you 10 mins or so to complete the whole process :)

Thamara.

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October 8th, 2011 2:39pm

I go back to my question - why does the documentation state that you can add your Exchange 2010 server to your Exchange 2007 dial plan and that they can share responsibility for it (the Exchange 2010 server handles all inbound calls and passes calls meant for Exchange 2007 mailbox owners to the Exchange 2007 server)?  This is from the Exchange and Lync documentation ...  However, there is no clear direction on how to configure the systems to share the dial-plan beyond adding the Exchange 2010 server to the plan.
October 9th, 2011 4:06am

I'm not sure that can be done. Please let me know what document you referred to? i like to take a look :)

Thamara.

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October 9th, 2011 4:12am

From http://technet.microsoft.com/en-us/library/dd638158.aspx:

"When you install the first Exchange 2010 Unified Messaging server and add it to an existing Exchange 2007 organization, you must first add the Exchange 2010 Unified Messaging server to an existing UM dial plan that contains Exchange 2007 Unified Messaging servers. Then, configure each IP gateway or IP Private Branch eXchange (PBX) to send all incoming calls to the Exchange 2010 Unified Messaging servers within the UM dial plan and not to the Exchange 2007 Unified Messaging servers. When an incoming call is received by an Exchange 2010 Unified Messaging server and the Unified Messaging-enabled user's mailbox is located on an Exchange 2010 Mailbox server, the Exchange 2010 Unified Messaging server will process the incoming call. If the user's mailbox is located on an Exchange 2007 Mailbox server, the incoming call will be redirected to an Exchange 2007 Unified Messaging server within the same UM dial plan, and the incoming call will be processed. After all Unified Messaging-enabled user mailboxes have been migrated to an Exchange 2010 Mailbox server, the Exchange 2007 Unified Messaging servers can be removed from the UM dial plan. For more information, see Upgrade from Exchange 2007 to Exchange 2010 RTM Unified Messaging"

From http://technet.microsoft.com/en-us/library/dd335126.aspx#upgradescenarios:

"If the recipient mailbox is being hosted on an Exchange 2007 Mailbox server, the Exchange 2010 UM server will redirect the incoming call to an Exchange 2007 UM server in the same dial plan."

Both imply or state outright that you don't need to add a new dial plan, but neither say how to ensure Lync uses the Exchange 2010 UM server for dialing.  I assume we need to block the Exchange 2007 server from answering the calls, but I need to know for sure.  Or I need to know that it can't be done.

October 9th, 2011 10:31pm

This article is very confusing. First of all,

"When you install the first Exchange 2010 Unified Messaging server and add it to an existing Exchange 2007 organization, you must first add the Exchange 2010 Unified Messaging server to an existing UM dial plan that contains Exchange 2007 Unified Messaging servers"

This implies that the same dial plan can assign to both the servers with the same organization. Unless UM 2010 role installed on base of the Exchange 2007, i don't think it's possible to do so.

also,

"configure each IP gateway or IP Private Branch eXchange (PBX) to send all incoming calls to the Exchange 2010 Unified Messaging servers within the UM dial plan and not to the Exchange 2007 Unified Messaging servers."

in this scenario, we are talking about having LYNC as the UMIP Gateway. So it all depends on the Dialplan. if the same Dialplan associate with both the UM Servers, how to differentiate which UM server suppose to answer the call.

May be above article implies some other concept but overall it seems not possible to do so.

Thamara.

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October 10th, 2011 11:45am

I'll add that the online migration assistant asks you to do the same thing:
1.  Install the Exchange 2010 UM server
2.  Add the Exchange 2010 server to the Exchange 2007 dial plan
3.  Import existing custom prompts
4.  Configure IP gateways to communicate with the Exchange 2010 server

So I need to know how we configure Lync.  (Or Exchange, if it's an Exchange configuration change.)
October 10th, 2011 2:07pm

Lync configuration basically won't be changed (If you get the same Dialplan to work) nether does the exchange side. But if you had to create a separate Dialplan, then you may need to run the UMUtil to add the new 2010 AA to the LYNC server with a different Pilot Identifier.

Thamara.

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October 10th, 2011 4:20pm

OK, I just got the word from the Lync product group (through my old friend Benjamin Chao).  If you have a Lync/Exchange 2007 environment and you add an Exchange 2010 SP1 UM server, you should be able to add that server to your existing dial plan and Lync will connect to the Exchange 2010 server instead of the Exchange 2007 server.  We will be setting this up this week and I'll have more information about how it goes later.

Thamara, thanks for your responses - seems the service pack may have made the added dial plan unnecesssary, but I'll know more tomorrow.

October 10th, 2011 7:16pm

OK, I just got the word from the Lync product group (through my old friend Benjamin Chao).  If you have a Lync/Exchange 2007 environment and you add an Exchange 2010 SP1 UM server, you should be able to add that server to your existing dial plan and Lync will connect to the Exchange 2010 server instead of the Exchange 2007 server.  We will be setting this up this week and I'll have more information about how it goes later.

Thamara, thanks for your responses - seems the service pack may have made the added dial plan unnecesssary, but I'll know more tomorrow.

Free Windows Admin Tool Kit Click here and download it now
October 10th, 2011 7:16pm

OK, I just got the word from the Lync product group (through my old friend Benjamin Chao).  If you have a Lync/Exchange 2007 environment and you add an Exchange 2010 SP1 UM server, you should be able to add that server to your existing dial plan and Lync will connect to the Exchange 2010 server instead of the Exchange 2007 server.  We will be setting this up this week and I'll have more information about how it goes later.

Thamara, thanks for your responses - seems the service pack may have made the added dial plan unnecesssary, but I'll know more tomorrow.

October 10th, 2011 7:16pm

Great :D let us know how it goes.

Also better to check how to configure the UM 2010 AA to respond to the inbound calls while having the same dial plan in both the UM server.

if it's a PBX then it's clear since it does not work on the dial plan. Buy for LYNC it's a different story.

Thamara.

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October 11th, 2011 12:45am

Well, it works.  We have Lync, Exchange 2007 SP3 UM and Exchange 2010 SP1 UM and a single dial plan, and voice mails are being delivered correctly to users whose mailboxes are on both versions.  We didn't do anything on the Lync side - we just added the Exchange 2010 SP1 UM server to the same dial plan that the Exchange 2007 SP3 UM server is in.  All is functioning just fine - makes for a very simple coexistence capability.
October 13th, 2011 2:48am

Hello Will, 

I know this is a very old thread/post but hopefully you read this and reply. 

I will be performing this very same procedure (migrating to Exchange 2010 UM in a Exchange 2007 UM/Lync environment) at my work. I was wondering if I need to run the exchucutil.ps1 script on the Exchange 2010 UM server  before adding the server to my existing Dial Plan or do I skip running the script and just add the server to the Dial Plan?

I appreciate your help regardless if you respond or not. 

Thanks!

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May 27th, 2015 4:48pm

Old thread is right - I posted the original question when I worked for another company.  I don't remember running the script, but again, it was a while back. I'd suggest you post a separate question in the Exchange UM forum to get a response.
May 28th, 2015 8:14am

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