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Voice
Sonus Special Edition
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Table of Contents
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
About This Book......................................................................... 1
Icons Used In This Book............................................................. 2
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iv
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dissemination, distribution, or unauthorized use is strictly prohibited.
Foreword
For many organizations, the search for the next technology to
deliver strategic advantages is leading to Unified Communications (UC) and to Microsoft Lync as a critical component.
Lync delivers a unique set of capabilities to integrate communication modalities, presence, application integration, and
other services. Organizations can streamline business processes and increase productivity by assuring that the right
communications happen at the right time, with the right
people, and the right tools. Most Lync deployments start as an
internal trial and then deploy, but extending Lync beyond the
boundaries of the organization can yield equal or even greater
benefits than internal use alone. By using Lync federation,
capabilities can be extended to partners and customers,
reducing costs and increasing business success. Using Lync
conferencing can reduce conferencing costs and, when combined with Lync telephony services, can deliver a truly unified
user experience. You may also experience a reduced cost with
traditional legacy telephony equipment.
However, when Lync is extended beyond the organization
boundaries issues of interoperation, security, control, and
management emerge. Organizations contemplating Lync
deployment should begin planning for external Lync capabilities. Even if the initial deployment is internal, often users and
departments will drive rapidly for external Lync capabilities,
so make sure you plan ahead.
One key element of a successful external Lync deployment is a
Session Border Controller (SBC) that can manage and assure
the security and integrity of the organization. Lync externalization opens doors to new sets of threats that can have significant impact. This book guides you to understand the issues
and complexity of a Lync Enterprise Voice deployment. It gives
the reader the initial tools to begin to make the right decision
to assure personal, solution, and organization success with
Lync Voice.
Phil Edholm
PKE Consulting LLC & UCStrategies.com
pedholm@pkeconsulting.com
www.pkeconsulting.com
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Introduction
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Chapter 1
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Understanding UC
UC is the next evolution in enterprise communications and
collaboration technologies, bringing all varied connections
under a single architecture. This process makes communication seamless, no matter where you are or what device you use.
These communications can be delivered over an IP (Internet
protocol) network through the following mechanisms:
Voice: Calls, voice mails, multi-party conference calls,
and so on
Video: Videoconferences, on-demand video learning, and
so on
Data: Text messaging, e-mail, document sharing, and so on
The unified part of UC refers to the fact that the UC hardware
and software take all these communication applications and
put them under the purview of a common control system
instead of using different hardware and software solutions for
each individual application.
Doing so provides two big benefits:
It allows communications to be delivered across media.
For example, a voice mail left by one employee may be
delivered to its recipient as an e-mail attachment or even
as a speech-to-text translated message.
It applies presence and location information to the communications flow so communications are routed and
delivered intelligently.
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Presence simply means the ability and willingness of an individual to receive certain types of communications. If youve
ever used Skype or an instant messaging program, your
status (available, busy, do not disturb) is your presence.
In UC, presence is a richer bit of data and when combined with location helps the UC system figure out how
and when to deliver your communications to you. For
example, if youre out of the office and at a meeting, a UC
system may route calls to your mobile device and also
not even try to ring the phone.
This combination of multiple platform, client, and communication methods with presence and location data is a powerful
tool one that can greatly streamline and improve the ways
that enterprise employees communicate, coordinate, and collaborate with each other, whether theyre in a single location
or spread across the globe. Say goodbye to playing phone tag
and endless e-mails or voice mails, and say hello to UC!
Looking at UC Applications
The most common UC applications include the following:
Voice calls: UC systems provide VoIP-based person-toperson or multiparty voice communications, by using
software applications (apps) on PCs or Macs or on
mobile and tablet devices. With a UC system, users no
longer need a PBX system to make voice or even video
calls to others. Users also save a lot of money in voice
calls by skipping the traditional public telephone network and using VoIP instead.
Instant messaging (IM): UC systems provide personto-person or multiparty IM (like AOL IM or Skype),
often with the addition of features like persistent chat
sessions, the ability for an IM session to pass between
devices, and for a user to pick up a chat where he left off.
Videoconferencing: UC supports high-quality (often HD)
videoconferencing. These calls can be person-to-person
or, depending on the system, between groups of people.
Collaboration and meetings: Conferencing and collaboration are key parts of a UC solution for enterprise. There
are a number of aspects to conferencing, including IM/
chat, voice, and video.
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Chapter 2
Getting Acquainted
with Microsoft Lync
In This Chapter
Introducing Microsoft Lync
Meeting the servers and clients
Learning about Lync deployment scenarios
Taking stock of Lync applications
Understanding the benefits of Lync
A UC server running the UC software platform in the
datacenter (which could be inside the enterprise or
hosted by a third party)
UC software running on the end-users PC, phone,
or tablet
Lync provides both the server software (hosted by your own
datacenter or by Microsoft itself) and the app software for
various platforms to enable a robust voice, video, and data
UC solution appropriate for any enterprise. Because its a
unified platform (it is UC, after all), Lync supports all the UC
applications using a single-server platform and a single application, meaning theres less to learn, less to deploy, and less
to manage.
Understanding Lync
Servers and Apps
Microsoft Lync has two major elements: Microsoft Lync
Server and Microsoft Lync Server App (the client software).
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Microsoft Lync software: This is the primary way that
most of you will use Lync. The Microsoft Lync client software supports all Lync functionality through one stop
shopping users can rely on a single app on their PCs
for IM, to set their presence preferences for video and
voice calls, and for collaborative conferencing.
For claritys sake, well always use the word client
when were discussing the client software.
Web client: Users arent required to have the client soft
ware on their computer to use Lync. Lync supports fullfeatured client access via a Web browser interface. All
thats needed is an HTML 5 compliant browser (meaning
the latest versions of Internet Explorer, Safari, Chrome, or
Mozilla) on a PC or Macintosh laptop or desktop computer.
Mobile clients app: Microsoft has developed mobile
Lync apps for Windows Mobile, Android, and iOS devices
(both iPhone and iPad). So users can access their Lync
services on the go wherever they are.
Lync-enabled phones: Not everyone wants to talk
through a PC or tablet (or even a mobile device) all the
time. With that in mind, Microsoft has certified a number
of phones and related devices that serve in a Lync UC
network.
You can find an up-to-date list of devices that are optimized for Lync at technet.microsoft.com/en-us/
lync/gg278164.aspx.
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are few types of servers that may be installed in an on-premises deployment of Lync Server.
All the following server types can be deployed within a singleserver computer or across a pool of two or more server computers for greater redundancy, reliability, and capacity:
Front-end and back-end servers: These are the basic,
must-have servers for any Lync deployment. The frontend server (or servers, in a larger deployment) handles
user authentication, presence information, contact and
address book functionality, and the delivery of applications. The back-end server hosts the databases to make
the front-end servers work.
Edge servers: For enterprises offering Lync services to
mobile or remote users (branch offices, telecommuters,
road warriors), an edge server, located in the DMZ outside of the corporate firewall, is required.
Mediation server: For deployments of Lync that replace
a traditional PBX service with Lync Enterprise Voice, the
mediation server handles all the signaling, translation,
and other media routing and handling roles. This server
can be on the same hardware as the front-end server or
on its own server computer.
Other servers: Optionally, additional server types may
be required, based on the range of services, scale, and
complexity of a given deployment.
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Although it supports voice, Lync Online is not a full replacement for an enterprises existing PBX platform.
Choosing between
the three options
Which of the options should an enterprise choose? Well, the
primary decision point is what priority Enterprise Voice or
PBX-like services hold to the enterprise if theyre part of
the goals of a Lync deployment, then the on-premise or hybrid
approach is required. If an enterprise is mainly concerned
with IM and conferencing functionality, Lync Online will do
just fine.
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(continued)
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Chapter 3
nterprise voice provides a business with all the functionality that used to require a Private Branch Exchange
(PBX). That functionality includes conference calling, desk-todesk calling, hold music, attendant functionalities, and more.
Microsoft Lync Enterprise Voice is the implementation of
enterprise voice for businesses by using the Microsoft Lync
UC platform. With Lync, enterprises can segue from a legacy
PBX solution(s) at their own pace.
The most basic implementations of Microsoft Lync Unified
Communications (UC) provide an enterprises users with IM,
presence and the ability to conduct meetings via voice, video,
and collaboration software. The most basic Lync deployments,
however, dont offer all the voice communications stuff thats
handled by business PBX systems. So whats the end result?
Communications are still siloed in two distinct systems: one
for users who use Lync and another for those who use the
PBX (most often through their desk phones). But, with the
addition of Lync Enterprise Voice particularly the latest
version of Lync, Lync 2013 that no longer needs to be the
case. Lync Enterprise Voice provides an overarching architecture for all of an enterprises communications, making them
truly unified.
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Call handling: You can forward calls or send them to
voice mail or to your mobile phone all without dropping the call.
Simultaneous ring: Incoming calls can ring on any or
all your devices, so calls are never missed (except on
purpose, of course!).
Team calling and delegation: Configure calls to ring on
the phones or devices of all members of a team or to
delegate calls to an assistant.
Common area phones/hot-desking: Calls ring through to
phones that arent associated with an individual user, so
you can get your calls in the conference room or at the
desk you choose today.
Caller ID manipulation: You use a different outbound
caller ID (for example, showing the main number for an
enterprise location rather than an individuals).
E911: Provides location information on calls to emergency services (911).
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Determine the number of users per site and how many
calls they typically make during a day
Estimate how much bandwidth you need between sites by
using the enterprises data wide area networking (WAN)
Understand your requirements for survivability, high
availability, and disaster recovery this drives both
bandwidth and server requirements
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the offload of voice calls from your network to the PSTN. Lync
gives you options for PSTN interconnection, and what you
choose affects how youre going to build out the rest of your
network.
Lync Enterprise Voice is a VoIP system that utilizes the SIP
protocol for session management and routing. You cant just
plug it in to a traditional phone service (like a T1 voice line
from the phone company) without translating the SIP signaling and call data first.
The basic distinction in deployments is how you connect your
enterprise to the rest of the world via the PSTN. You have two
choices here:
Connect to standard TDM (time division multiplexing)
telephone services
Using TDM telephone services can be expensive and isnt
the recommended model.
Connect, via SIP Trunking, directly to an ISP, who then
handles any connections to TDM phone networks within
its own network infrastructure. You also need a Session
Border Controller (SBC) to help secure and control this
connection.
There is one other option here for remote branches. You may
wish to install a device called a Survivable Branch Appliance
(SBA) or Survivable Branch Server (SBS, the difference is in
scale the server is for larger branches) that enables direct
connectivity to the PSTN in case the WAN link between that
branch and the main office suffers an outage. SBCs, SBAs, and
SBSs are covered in more detail in Chapter 4.
Branch sites typically connect to the PSTN via a Central Site
traffic flows between the branch and central site over the
enterprise Intranet connection and then on to the PSTN via a
gateway or IP-PBX or a SIP Trunk to an ITSP.
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SIP Trunking provides great consolidation of PSTN connectivity into a single central site.
SIP Trunking provides a simpler deployment, with less
equipment to buy, manage, and maintain.
SIP Trunking call costs are typically considerably lower
than TDM calls.
Some ITSPs supporting SIP Trunking charge only by bandwidth costs, completely eliminating per-minute charges.
This may seem like a slam-dunk case for deploying with a SIP
Trunking model, but a few enterprises may choose to maintain some degree of TDM telephone service. Typically this will
be due to a large existing investment in IP gateways, in which
case the enterprise may choose to move to SIP Trunking in a
slower, incremental approach.
Industry estimates vary widely on the cost savings realized by
using SIP Trunking for connection to external networks. About
what percentage of cost do you see as actual reductions in
expense for SIP Trunks that you have implemented? Check
out Figure 3-1. This graph of cost savings from SIP Trunking
derives from a recent Sonus sponsored study.
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22
Audio conferences for up to 200 people can be set up on
the fly in less than a minute.
Remote and telework employees are able to connect and
collaborate with coworkers no matter where they are.
The companys CIO noted that employee productivity was measurably improved by the Lync and Lync
Enterprise Deployment.
Beyond productivity increases from the migration to Lync,
the company reaped direct financial benefits:
Significant savings approximately $40,000 per office
per year by replacing existing IP gateways with a
single SBC in each office
An estimated quarter million dollar decrease in Capex
(capital expenditures) for telecom based on the migration
A savings of $150,000 per year on operational expenses
(Opex) due the simplified management and operational
expenses for the unified Lync deployment compared to
previous disparate systems
Over $200,000 per year saved on conferencing expenses
by keeping internal conferences on network within the
enterprises own SIP-based WAN (or Intranet) using Lync
Notably, this savings occurred while the enterprise saw
a substantial increase (over 50 percent) in conferencing
minutes driven by the ease-of-use of Lync conferencing.
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Chapter 4
n Chapter 3, we discussed the elements needed to incorporate Enterprise Voice in a Lync Unified Communications
(UC) deployment. In this chapter, you discover the devices
that enable that internal Lync to external PSTN calling. First,
we introduce Internet Protocol (IP) Gateways and IP-PBX
(Private Branch Exchange) devices that are especially
designed to translate between SIP VoIP and Time Division
Multiplexing (TDM) phone services. We discuss the concept
of survivability how to keep the phones on when the
worst happens and the survivability-focused hardware that
gets installed in smaller branches of an enterprise using Lync
Enterprise Voice. You also find out what a Session Border
Controller (SBC) is.
IP-PBX/Gateways
Enterprise PSTN connectivity for an Enterprise Voice requires
a connection to a TDM phone provider that utilizes a standalone IP Gateway or an IP-PBX with integrated IP Gateway
functionality.
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Convert transmission and encoding techniques called
transcoding
Support signaling protocols for both sides of the conversion (SIP on the Lync side of the network, TDM on the
PSTN side)
Support the networking protocols on both sides of the
gateway typically this will be Ethernet within the Lync
Enterprise Voice network and standard TDM networking
protocols such as T1 or E1 on the PSTN side
Maintain toll-quality voice quality in calls by supporting
features like echo cancellation and low latency (delay)
during calls
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Branch sites: The installation of a Survivable Branch
Appliance (SBA) provides the backup processing and
PSTN connectivity to keep a branch online during a
failure situation. More on SBAs in the later section
Understanding SBAs.
All sites: The installation of an SBC provides additional
security and intelligent routing of calls whatever the network status is.
Understanding SBAs
Its the role of the SBA (and its larger sister, the SBS
Survivable Branch Server) to provide resiliency and survivability (hey, its right in the name!) for Lync Enterprise Voice branch
sites. When a branchs communications are provided through a
Lync server in the central site, the loss of WAN connectivity can
leave branch offices with neither internal (for example, stationto-station) nor external communications capabilities.
SBAs at each branch office make it possible for those offices
to continue to provide basic voice telephony services to
employees when network connectivity to the main office is
lost. Specifically, an SBA makes this possible by functioning
as a local PSTN gateway and providing basic voice telephony
services to employees in the branch office. When the connectivity to the main office is restored, the branch office reverts
back to the original configuration and telephony calls are
once again processed by the main office telephony system.
Pretty neat trick, huh?
Resiliency and survivability dont mean that every single Lync
service works without a hitch during a central site or WAN
outage. Instead, it means that the most essential services stay
on until the network is fully restored. By essential services,
we mean things such as the following:
Inbound and outbound PSTN calls
Internal enterprise calling both within the site and
between sites
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Basic IM
Dial-in (PSTN) conferencing
Voice mail
Other services like E911, web or videoconferencing, and
other advanced Lync features may not be available until
the network is fully restored. But enterprise employees can
keep communicating and working right through the outage,
which, for many businesses, is downright essential.
The SBA is designed for smaller (but not necessarily small!)
branches. Microsofts recommendations for when to deploy
an SBA/S are as follows:
Branch sites between 25 and 1,000 users should get
an SBA.
Branch sites between 1,000 and 2,000 users should
deploy either two SBAs or an SBS.
Sites that support up to 5,000 users or require local presence and conferencing features should be bumped up to
the central site level and deploy Lync server.
Regardless of which approach is taken, a key to resilient
branch deployments is the addition of connectivity to external phone services. To provide this, a branch site can use one
of two options:
Connect the SBA or SBS to an IP gateway
Connect the SBA or SBS directly to a SIP Trunk connection to an ITSP
This connectivity allows users within the branch site environment to bypass the usual SIP connection to its serving central
site and to instead route calls through a different communications channel, while the SBA or SBS takes over the call handling duties usually performed in the central site.
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UC network security and intelligent routing
SBA functionality in case of a network or central site
server outage
Connectivity via SIP Trunking to an ITSP (if the branch
uses SIP Trunking instead of an IP gateway)
Figure 4-1 shows a typical branch office SBA with an SBC
(acronyms galore!).
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Enabling SIP trunking, allowing the network owner to
save money and operate more efficiently by connecting
directly to an ITSP via SIP trunks
Enabling better communications in varied network environments
For example, a deployment where existing IP-PBXs and
other legacy telephony equipment is integrated with the
Enterprise Voice deployment. The SBC is designed to
smoothly translate between varying network protocols,
codecs (encoders/decoders for digitizing media), bandwidths, and more.
In Chapter 5, you take a closer look at the role of SBCs in Lync
Enterprise Voice networks.
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Chapter 5
he Session Border Controller (SBC) is a device that provides a host of security, service enablement, and control
functions for any VoIP or Unified Communications (UC)
network. Enterprises use SBCs for all sorts of UC network
deployments, as do service providers.
The SBC which Microsoft recommends be included in a
Lync Enterprise Voice Deployment to ensure interoperability
and functionality sits at the border between the internal
Lync Enterprise Voice network and the SIP Trunk service
provided by the Internet service provider (ISP) or a legacy
Internet protocol (IP) telephony infrastructure.
In a Lync Enterprise Voice UC deployment, the SBC plays several key roles discussed in this chapter. First, we discuss how
SBCs enable and improve SIP Trunking for connections to ISPs.
Then we discuss the role of the SBC in integrating IP-PBXs with a
Lync deployment. You also discover how SBCs improve service
quality and make E911 services work. Finally, you delve into
how SBCs help with multivendor compatibility and central control and troubleshooting of the Enterprise Voice deployment.
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Connecting to SIP
Trunking Services
While some enterprises may use TDM voice services with
their Enterprise Voice deployment, a growing number are
taking the VoIP revolution to its logical conclusion and
partnering with SIP Trunking ISP partners. In a SIP Trunking
deployment all calls entering and leaving the enterprise are
carried as SIP packets across a data connection there are
no phone lines like there are in a TDM deployment (where
an enterprise may lease access to a T1 or E1 line with a fixed
number of lines associated with that transmission facility).
Instead, SIP Trunking uses a standard service provider data
connection which may be shared with other data/Internet
services or dedicated to the purpose of SIP Trunking. The
enterprise isnt paying for lines; its paying for bandwidth.
Any VoIP to PSTN translation thats required in a SIP Trunking
deployment (for connection to regular phones outside of
the enterprise network) is handled by the ISP. Everything that
enters and leaves the enterprise network is pure IP.
PSTN connections may still exist for disaster recovery purposes, as discussed in Chapter 4.
The SBC is an essential part of a SIP Trunking deployment.
The SBC performs a few key functions:
A gatekeeper role: The SBC looks at each SIP packet
crossing between the Lync network and the external ISP
network, determining which should be allowed through
and how they should be routed.
An interworking role: The SBC allows SIP systems to
talk to each other even if they speak different dialects
of SIP. Among the translations that an SBC can perform are
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Network security: The SBC controls the admission of
calls in and out of the enterprise and protects the network against denial of service attacks, toll fraud, and
other attacks against the Lync Enterprise Voice network.
Additionally, the SBC can hide the topology of the Lync
network within the enterprise, so external parties arent
able to detect the devices within.
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Ensuring QoS
Quality of Service (QoS) is important in all communications
voice, video, or data but its of particular importance for
voice communications, where any degradation of sound quality, introduction of delay, or jitter (essentially, a change in
delay that can cause audible artifacts in a call) can make the
call annoying or even unintelligible.
In Lync Enterprise Voice QoS, the SBC monitors, controls, and
actively improves calls moving across the network. The SBC
does this by:
Call Admission Control: The SBC decides which calls can
be allowed on the Enterprise Voice network based on
customizable policies set up by the enterprise to keep
the network running smoothly during busy call periods.
Transcoding/rating: The SBC can use more efficient
codecs when the networks bandwidth is near capacity.
VoIP prioritization: The SBC can place voice calls higher
in the pecking order (over things like video or webconferencing) when the networks capacity is being filled up.
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Media Bypass: Lync supports a process known as
Media Bypass where the Lync Mediation Server can be
bypassed. Media Bypass can greatly reduce the load on
the Mediation Server, ensuring proper capacity for calls
that cant be bypassed.
Monitoring the networks health: The SBC monitors
bandwidth usage, latency, jitter, and other metrics and
then feeds that data back into call admission control and
other functions.
Supporting E911
Lync supports E911. What is E911 you ask? Enhanced 911 is
emergency services calling that provides location information
to responders by adding location information to calls so
emergency responders can automatically pinpoint the location of those calling for services.
Just because Lync supports E911 doesnt mean that it will
just work right out of the box though. The SBC can help in a
number of scenarios:
For Enterprise Voice deployments connecting via TDM
and an IP Gateway, the SBC can support the connection to
the appropriate local Emergency Response Location (ERL)
and pass along standards-compliant location data
something that Lync cant do on its own (over a TDM
connection).
In a SIP Trunking environment, the SBC supports E911 in
two ways:
In other cases, the ISP will carry the E911 information but requires a direct SIP trunk connection to
the Lync Mediation Server from the 911 service provider something not all enterprises wish to do
for security reasons. The SBC can serve as a proxy
between the 911 network and the Lync network,
passing all necessary location data, while maintaining network separation and security.
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36
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dissemination, distribution, or unauthorized use is strictly prohibited.
37
The SBC can control the network through its role as call
admission control point and through its intelligent call routing
capabilities. These functions are governed by robust policy
capabilities that let the enterprise or a service provider providing Lync Enterprise Voice determine and enforce centrally
established rules about call permissions and behaviors.
In other words, the SBC can provide an overarching, policybased control layer on top of the UC network, determining
(on a call-by-call, person-by-person, or group-by-group basis)
how or even if calls should be routed across the network
and what network resources they should be assigned.
As part of this process, the SBC tracks the performance and
utilization of each UC network element. That means when it
comes time to track down a problem or to optimize policies
and network topologies, the SBC can help pinpoint the areas
that need attention.
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38
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dissemination, distribution, or unauthorized use is strictly prohibited.
Chapter 6
Microsoft Compatibility
and Qualification
Sonus is a qualified Microsoft Lync hardware partner and has
several models of SBCs certified for use in a Lync Enterprise
Voice environment. So you can rest assured that your network will be compatible.
Proven Experience
Many large banks, retailers, and airlines trust Sonus already.
Its one of the faster growing brand of SBCs.
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40
Multivendor Interoperability
Sonus SBCs are deployed throughout the world in a variety of
environments, supporting Lync Enterprise Voice and a wide
range of IP-PBXs and legacy TDM-PBX systems in different
configurations.
Sonus has a broad range of compatibility and interoperability
in the industry. So no matter what your legacy situation and
no matter how youre transitioning to Lync Enterprise Voice,
Sonus has you covered.
Encrypted Communications
Keeping sensitive enterprise conversations away from eavesdroppers is the role of encryption in an Enterprise Voice
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Rapid Recovery
Outages happen. Hopefully (and in most cases) not very often,
but in real life they do happen. Sonus SBCs are built to make
the disruption of an outage a minor rather than a major event.
For example, Sonus SBCs typically include redundant power
supplies, so a failure of a power supply can be handled without a hitch. And if something external to the SBC causes the
outage (like an outage of the enterprise WAN connection),
Sonus SBCs are ready.
Sonus SBCs continually monitor the health of the network,
pinging other nodes in the network to ensure that links are
up and running. If a failure occurs, the Sonus SBC automatically
attempts to find alternate routes to complete calls without the
end-user ever knowing that theres a problem. In branch sites,
the Sonus SBC can automatically reroute calls to the PSTN (or
even to a mobile network) when the IP network goes down,
giving the user the service she needs without disruption.
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Exceptional Transcoding
Performance
Often voice calls arent in the same codec, such as when in
languages a translator or in UC a transcoder is needed to convert between the two. The Sonus SBC platform has a separate
processing architecture of media transcoding and transrating, so the overall performance of the SBC doesnt take a hit
when a lot of processor-intensive transcoding is going on.
Whatever the transcoding load, the encryption/security and
the routing modules are unaffected.
Additionally, this functionally separated architecture makes it
easier and less expensive to add more processing power for
a specific function without requiring the enterprise or service
provider to upgrade other parts of the SBC that are adequately
provisioned.
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dissemination, distribution, or unauthorized use is strictly prohibited.