OfficeMaster SBA (Survivable Branch Appliance)

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1 OfficeMaster SBA (Survivable Branch Appliance) Resilient branch office solution for Microsoft Lync Server 2010/2013 January 2013 Please send feedback on this documentation to Johann Deutinger

2 Copyright and Legal Notice. All rights reserved. No part of this document may be copied, in any way, without written approval from Ferrari electronic AG. All trademarks mentioned are registered trademarks of the particular trademark holder. The information contained in this document has been gathered with greatest care. However the possibility of incorrect details cannot be completely excluded. Ferrari electronic AG does not accept liability for any errors and their consequences.

3 Ferrari electronic AG OfficeMaster SBA Manual Page 1 Table of Contents Table of Contents Introduction Hardware Overview and Installation Rear View of Server Machine Anatomy of the Main Gateway Board Port Analog Card (FXS) ISDN and analog Interfaces Configuration and Activation of OfficeMaster SBA ( Bootstrap ) Prerequisites and Preparation in Central Office Step by Step Instructions for Setting up OfficeMaster SBA Media Gateway Card Configuration SBA Diagnostics and Service Management PSTN Test Display Event Logs and Syslog File System Status Connecting OfficeMaster SBA to Analog (FXO) PSTN Lines Important settings on Grandstream GXW Settings in Gateway Configuration Using the Recovery USB Stick... 24

4 Page 2 OfficeMaster SBA Manual Ferrari electronic AG 1 Introduction With Microsoft Office Communications Server 2007 (R2) it was possible to share a centralized deployment of call management with users working in remote offices. This is very cost-effective but has one important drawback: If wide area network is not available, branch offices are disconnected from telephony services. Microsoft Lync Server 2010 was the first version that supported remote site telephony even on WAN outages. Microsoft has defined an appliance type of products containing all functions needed for telephony in a branch offices; therefore called Survivable Branch Appliance (SBA). The same holds true for the new Lync Server 2013 which also offers a compatible SBA product. "OfficeMaster SBA" is based on high quality industry grade server hardware which runs Windows Server 2008 R2 together with Microsoft branch office components like Registrar and Mediation Server. A separate PCI-Express card contains the complete media gateway which supports different types of ISDN connections four basic rate interfaces (BRI) supporting 8 ports and up to 60 channels of E1/T1 primary rate (PRI) connections. Four analog FXS ports are available through an additional low profile PCIe card. If more ports are needed, separate external devices can be added. In addition, support for SIP trunks and legacy telephony devices are available as well. The gateway board is recognized by the hosting server machine as a standard network interface card all gateway functions are completely offloaded from the main CPU. The same hardware can also be used as a Basic Hybrid Gateway for Microsoft Office Communications Server 2007 R2 which can be upgraded to a Survivable Branch Appliance later.

5 Ferrari electronic AG OfficeMaster SBA Manual Page 3 2 Hardware Overview and Installation 2.1 Rear View of Server Machine OfficeMaster SBA is shipped as an Appliance with preinstalled components: Industrial grade Server (e.g. HP DL120) running Windows Server 2008 R2 and Microsoft SBA software 4 analog Ports (FXS) on separate low profile PCIe card controlled by main Gateway board Main gateway PCIe board: 6 digital Trunks: 4 BRI (8 lines) 2 T1/E1 PRI (max. 60 lines) 2 Mgmt 1/ Mgmt UID Industrial grade server machine (e.g. HP ProLiant) Main Gateway Board with 4BRI / 2PRI interfaces (can be licensed on demand) Separate 4FXS analog interface card (optional) Separate Y-cables are available if all 4 BRI ports are to be used the first 2 BRI ports can be utilized using standard ISDN-cables. 2.2 Anatomy of the Main Gateway Board ISDN 4 BRI 2 PRI (E1/T1) FPGA PRI- Controller Intel CPU Memory, I/O Network Interface 4 BRI ISDN Controller TDM I/F to analog card

6 Page 4 OfficeMaster SBA Manual Ferrari electronic AG The Primary Rate Interface (E1/T1) is implemented in an FPGA (Field Programmable Gate Array), which contains additional support algorithms. It can even be upgraded in the field to implement more features as needed! Port Analog Card (FXS) Four analog ports are contained on a separate low-profile PCI-Express Card connected to the main gateway board using a flat ribbon cable. This cable transports audio signals through a TDM bus as well as separate control information. High quality faxing is possible since no VoIP technology is involved between PSTN and FXS ports. 2.4 ISDN and analog Interfaces Positions of analog and digital interface connectors are shown in this picture (rear view): FXS 4 FXS 3 FXS 2 FXS 1 BRI 2/4 BRI 1/3 PRI 2 PRI 1 For BRI ports a separate Y-cable must be used if more than two BRI lines are needed. Important note: Never use PRI 2 without PRI 1 if only one PRI interface is connected always use PRI 1, otherwise clock synchronization will not work!

7 Ferrari electronic AG OfficeMaster SBA Manual Page 5 The following table shows pin assignments of digital interface connectors: Pin PRI 1, PRI 2 BRI 1, BRI 2 BRI 3, BRI 4 1 Rx+ Tx+ 2 Rx- Tx- 3 Tx+ 4 Tx+ Rx+ 5 Tx- Rx- 6 Tx- 7 Rx+ 8 Rx- Important note: If BRI interfaces are used in the US, a separate FCC approved NT1 Network Termination Unit must be installed to connect to OfficeMaster SBA S/T BRI ports. For LAN-connection, please plug in the network cable into the upper interface (LAN1):

8 Page 6 OfficeMaster SBA Manual Ferrari electronic AG 3 Configuration and Activation of OfficeMaster SBA ( Bootstrap ) This chapter describes all necessary steps to put OfficeMaster SBA into operation. Some prerequisites must be prepared at the central office the technician at the branch office only needs restricted credentials tailored to his needs. Important note: The SBA system software can be reset to factory settings at any time by using the USB recovery stick. More details on this are described at the end of this document. 3.1 Prerequisites and Preparation in Central Office Before deploying OfficeMaster SBA, a few preparations need to be made in the datacenter. Please refer to the instructions supplied by Microsoft together with Lync server software or online at Technet. These steps include: Creating a domain user which is added directly (not through other group memberships) to RTCUniversalSBATechnicians domain group Setting up a computer account for SBA server the right to join domain for this computer should be assigned either directly to the SBA technician or to the whole RTCUniversalSBATechnicians domain group serviceprincipalname for this machine must be set to HOST/FQDN-of-SBA In addition it is helpful to grant permission to request certificates based on Webserver template to the SBA technician or to the related group 3.2 Step by Step Instructions for Setting up OfficeMaster SBA Connect to the Web based Administration by entering the Name of the Appliance (see included label) or the IP Address from a PC in the same network:

9 Ferrari electronic AG OfficeMaster SBA Manual Page 7 Enter Administrator as User Name and OfficeMaster! as Password (this password will be changed in a later step). If you do not run a DHCP Server you should prepare a PC with Network Address , Network Mask and connect to The first part of the Web UI will guide you through the network configuration. You can accept the predefined DHCP setting by clicking on Done or disable DHCP to enter static IP network configuration data:

10 Page 8 OfficeMaster SBA Manual Ferrari electronic AG Click Apply Changes, close and restart your browser and re-login, using the newly assigned IP Address, then press "Done". This will bring you to the Password-screen: Enter the current credentials for local Administrator (User Administrator, Password OfficeMaster!) and the new password twice. Confirm by clicking on Change Password.

11 Ferrari electronic AG OfficeMaster SBA Manual Page 9 After changing the password click Done to advance to Date/Time settings.

12 Page 10 OfficeMaster SBA Manual Ferrari electronic AG You can adjust the Date, Time and Time zone according to your local needs. After submitting the settings via Apply Changes, click Done to continue. The next step is changing the computer name and joining the domain. Enter all required information and press Apply Changes. After a few seconds, the Reboot button will be enabled. Press Reboot to restart the machine and log in again, using the local Administrator account.

13 Ferrari electronic AG OfficeMaster SBA Manual Page 11 The predefined domain group RTCUniversalSBATechnicians is automatically added to local Administrators. Clicking Done finishes Bootstrap steps and starts the Install section.

14 Page 12 OfficeMaster SBA Manual Ferrari electronic AG The Install section guides the user through all steps necessary in order to finish the Installation of all prepared modules (there is a minor difference between the steps required für Lync 2010 and Lync 2013). Installation log files can be downloaded after the install steps are completed this is helpful if an error has occurred. When all installation steps are finished, click Reboot to complete this part. Then login again this time using the domain account prepared for SBA deployment and click Done. The next step is the activation of the Microsoft SBA components.

15 Ferrari electronic AG OfficeMaster SBA Manual Page 13 Find Central Management Store is used to check, if general connectivity to database is granted. Create Databases is only available and needed for Lync 2013 SBA. Click Download Configuration to retrieve configuration information from the central management store. Install Configuration inserts this information into the local management store. Press Start Replica Process to enable the continuous replication of changes. Now you can activate the system by pressing Activate SBA. After clicking Done the certificate screen is shown. Important note: There are two possible ways to request and install certificates for the SBA. The recommended way is to use an AD-integrated Enterprise CA and perform an automatic online request and assignment afterwards. The CA must be configured for that and the SBA Technician must have the right to request certificates based on Webserver template. The root certificate does not need to be installed manually it is already installed during domain join. If online certificate services cannot be used, the whole process can be performed offline. The required steps for both variants are:

16 Page 14 OfficeMaster SBA Manual Ferrari electronic AG Requesting and assigning certificate from Domain CA in online mode: Enter credentials on the left side (password for prefilled SBA technician or different domain user and password) Click Auto-Install Certificate. Is the certificate issued and available, it s thumbprint is shown. Click Assign Certificate Requesting and assigning certificates in offline mode: Click Offline Certificate Installation on the right side a new dialog window appears Click Create Request a separate window appears, showing the contents of the certificate request Submit this content to the CA administrator and wait for the issued certificate Click Import Certificate and select the certificate file Get the root certificate of the issuing CA and import it by clicking on Import Root CA Certificate Click Done to close the sub-dialog Click Done to finish the certificate assignment step.

17 Ferrari electronic AG OfficeMaster SBA Manual Page 15 All local services should now be started by clicking Start Services. Important note: At this point it is possible to apply a predefined security template to the Windows Server. This template shuts down all services and ports, which are not absolutely necessary. As a consequence, functions like remote desktop access through RDP are not available anymore afterwards. This step should only be done in case of extreme security concerns. Applying the template takes a long time and due to the services influenced by the template it may happen that after more than 10 minutes an exception will be thrown, which can be ignored. It is possible to click Done immediately after starting Apply Template, since the process of applying the template will continue in the background. Click Done to finish activation steps. 3.3 Media Gateway Card Configuration Basic configuration of the integrated Gateway Card can be done directly by using the Web UI, especially the number and type of ISDN interfaces and the gateway IP configuration (the Gateway Card is an embedded network device of its own so it needs separate IP settings). Advanced configuration of the gateway should be done by using the separate OfficeMaster Gate Configuration tool on the SBA or a separate PC.

18 Page 16 OfficeMaster SBA Manual Ferrari electronic AG After all settings are done, they should be committed by clicking Save. Afterwards click Restart Gateway to activate all changes. The gateway will be available again after approximately 1-2 minutes.

19 Ferrari electronic AG OfficeMaster SBA Manual Page 17 A basic dial plan can be defined using the next dialog screen. The number of incoming extension digits is configured here as well as the E.164 prefix (which will be used to create full E.164-Numbers by appending extension digits). If BRI interfaces are used with MSN (multiple subscriber numbers), extension length should be set to 0. Country code must be defined as well and certificate should be requested and installed if TLS will be used for SIP signalling instead of TCP. Based on this information, some inbound and outbound rules are created inside the gateway. For advanced configuration tasks, the separate OfficeMaster Gate Configuration tool should be used on the SBA or a separate PC. More information on configuring rules using this tool can be found in OfficeMaster Hardware Manual, available for download from

20 Page 18 OfficeMaster SBA Manual Ferrari electronic AG 4 SBA Diagnostics and Service Management 4.1 PSTN Test PSTN connection can be tested via this dialog. Outbound calls can be initiated through Lync Server functions this is done by using the upper part of the form. Before this can be done, some prerequisites (especially defining test users) must be prepared in the datacenter. More details can be found in the Lync documentation. The lower part provides the possibility to test outbound and inbound calls by controlling the gateway directly, totally independent of Lync Server components: 4.2 Display Event Logs and Syslog File After starting OfficeMaster SBA Administration via browser and logging in with the adequate credentials (e.g. SBA technician account created for bootstrapping), pressing the Diagnostics button on the left side shows information from several sources (Lync server log, Windows event logs and Gateway syslog) examples:

21 Ferrari electronic AG OfficeMaster SBA Manual Page System Status Clicking the Status button shows the administration page, where Lync related services can be started or stopped. The status of the service can be queried see following output:

22 Page 20 OfficeMaster SBA Manual Ferrari electronic AG PSTN interface states are shown as colored bubbles: Grey Yellow Green Red not used idle Layer (1 or 2) active/enabled Layer (1 or 2) inactive/disabled

23 Ferrari electronic AG OfficeMaster SBA Manual Page 21 5 Connecting OfficeMaster SBA to Analog (FXO) PSTN Lines The connection to analog subscriber lines is supported through separate FXO-SIP-ATA. The following documentation describes the configuration of Grandstream GXW port device. Similar devices can be used as well. Prerequisite in Trunk Configuration: Encryption Support Level should be set to Optional. 5.1 Important settings on Grandstream GXW4104 Basic Settings static IP-Address Advanced Settings No special settings required FXO Lines Everything set for default Channels Channel 1 set any User ID (I used 401); DTMF Methods: ch1-4:2; Everything else default Dial plan Default ({x+} Profile 1 IP address of OfficeMaster Gateway as SIP Server/Outbound Proxy: SIP Registration also can be switched to No, since we use special rules inside the gateway so that the ATA device is seen as a SIP trunk. TCP, no STUN:

24 Page 22 OfficeMaster SBA Manual Ferrari electronic AG G.711 Codecs: 5.2 Settings in Gateway Configuration Create an outbound rule in Gateway configuration tool similar to this one: In this example all calls going to xxx are transferred to FXO ATA. The Caller gets a secondary dialtone and dials the target analog extension. Add another rule like this one:

25 Ferrari electronic AG OfficeMaster SBA Manual Page 23 This rule handles calls from analog devices (e.g. Paging) to the Lync client. In this example, the analog device dials numbers starting with 3 and two more digits; these numbers are converted to full E.164 tel URI of the Lync client and the call is forwarded to the mediation server, port Example: The analog device dials 345, calls are forwarded to the Lync client with tel URI

26 Page 24 OfficeMaster SBA Manual Ferrari electronic AG 6 Using the Recovery USB Stick OfficeMaster SBA can easily be restored to factory setting using the provided USB stick. Please follow these steps: 1. Connect the SBA device to Keyboard, Monitor and Mouse, either physically, using KVM or through tools like HP ILO 2. Plug the USB stick into the front USB port 3. Power up SBA, it will automatically boot from the USB 4. At the end (message: press any key to shutdown computer) press a key 5. Remove USB stick 6. Power up SBA 7. Set the local Administrator password to OfficeMaster! 8. Check network interface configuration (see below) 9. Open a cmd console and enter the following commands: %systemroot%\system32\inetsrv\appcmd.exe set APPPOOL omsba_admin_pool - processmodel.username:ofmadmin %systemroot%\system32\inetsrv\appcmd.exe set APPPOOL omsba_admin_pool - processmodel.password:sefte25autib 10. Now the deployment Web UI is ready for use Note: When a SBA is shipped, the serial number of the embedded gateway board is already preconfigured. After using the recovery image, the gateway serial number will be queried later by the Web UI during deployment. The serial number of the gateway board can be found on a card, which can be pulled out at the front side: In this example the number to be entered is 259 (last 5 digits without leading zeroes).

27 Ferrari electronic AG OfficeMaster SBA Manual Page 25 (On some models, the number may be handwritten and may contain the serial number only, without the prefix, e.g. 234).

28 Page 26 OfficeMaster SBA Manual Ferrari electronic AG Check network interface configuration During deployment of the Windows image via USB stick, the desired network configuration is automatically established: This is the standard configuration, where the gateway board (can be identified as Realtek Controller) is bridged with the LAN port (Local Area Connection 2), which is used for connecting to a switch. The unused second LAN port (Local Area Connection 3) is disabled. In some situations (e.g. due to different BIOS revisions), the physical LAN adapters have different internal id s, meaning that the restored configuration must be corrected manually. Example of a network configuration that needs to be corrected: The necessary changes in this case are:

29 Ferrari electronic AG OfficeMaster SBA Manual Page 27 Right click on Network Bridge Properties Make Local Area Connection 4 (LAN Port) and Local Area Connection 5 (Gateway board) the only members of the bridge Disable Local Area Connection 6 Now all network configuration settings should be made on the network bridge only. The SBA is ready for deployment after a final reboot.

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