Microsoft Unified Communications: part 1 (introduction)

This content is 16 years old. I don't routinely update old blog posts as they are only intended to represent a view at a particular point in time. Please be warned that the information here may be out of date.

As well as struggling to understand what I do for a living (“Mark works in computers”), my mother-in-law struggles to understand the concept of working from home. In fact, many people above a certain age do – in the same way that they may struggle with the concept of not wearing a suit and tie, or with flexible working hours – but, to sum it up on one sentence, work is something that I do – not a place where I go.

Work is something that I do – not a place where I go.

I work from anywhere, with colleagues in the UK and Europe, but also with contacts in the US and Australia (i.e. in different timezones).

So the business challenges in this new world of work are about working together in real time, keeping people up to date, sharing information and working in any place, at any time. Whilst it’s important to amend business processes (and personal attitudes) to accommodate these requirements, technology plays its part too. I was recently freed from the shackles of our corporate infrastructure to use a skunkworks mobile working platform that gave me access to Exchange Server 2007’s Outlook Anywhere functionality (no need to VPN into the corporate network) and Office Communications Server (OCS) 2007 but I still have some challenges to overcome – like many people, I suffer from communications chaos – playing “telephone tag”, getting stuck in “voice mail jail” and suffering from “e-mail overload”. Then there’s RSS feeds to keep up to date with and I often find instant messaging to be a distraction. Finally, I have to turn something off and MAKE IT STOP!!!

Inbox Zero helps with the e-mail overload. I’ve now reset all my RSS feeds and try and spend time at the start of each day reading the latest updates. My calendars are synchronised and my mobile phone is diverted to the VoIP desk phone in my home office when I’m not working somewhere else, and if I’m at home but away from my desk or on a call, the voice mail is forwarded to my e-mail Inbox (and filters prioritise it for action). In a way, I’ve started to unify my communications but only at an individual level.

What about my colleagues? Some of them have desk phones and mobiles – which should I call? I might be able to see their calendar and work out if they are at their desk but time of day could also be a consideration. If they are travelling then I might call the mobile. But sometimes I actually want to reach their voice mail (e.g. if I want to leave a message outside their normal working hours). If they only have one mobile phone (I have two so I can keep work and home life separate) then I don’t want to disturb them when they are on holiday – e-mail might be a better option. That’s why we need to unify the communications chaos.

World War 2 Propaganda Poster - Is Your Journey Really Necessary?Then there are meetings. As I consider whether my journey is really necessary (the picture here dates back to the second world war but these days the issue is rising fuel prices and a need to cut back on carbon emissions), I take part in an increasing number of conference calls and webcasts but I miss the interaction too… sometimes it’s useful to meet up face-to-face (where I work, my team has not met face-to-face for over 2 years, despite having been re-organised several times) but even if that’s not possible, video conferencing, and smart conference phones like the Microsoft Office RoundTable can really help.

So far, I’ve covered some of the reasons to unify communications but there’s another term that’s often banded about – unified messaging – what does that mean? Unified messaging is a form of unified communications and in order to understand the need for unified messaging, it helps to understand the concepts of synchronous and asynchronous communications.

The telephone is an example of synchronous communications – where we communicate in turn. We even have a three-way handshake at the beginning of a telephone call (phone rings, I answer, you reply). Other examples of synchronous communications are video conferencing and instant messaging.

But what if I don’t pick up the phone? It’s likely that the call will be diverted to voice mail and the caller’s brain struggles to switch to an asynchronous mode as they leave a message with all the pertinent points to be acted on later). Other examples of asynchronous communications are letters, faxes, and e-mail.

Unified messaging brings synchronous and asynchronous communications together – for example allowing fax and voice mail messages to be accessed together with e-mail in a single Inbox. Unified communications take this concept further and integrate unified messaging with instant messaging, presence awareness, video conferencing and desktop sharing.

To demonstrate the Microsoft view of unified communications, check out this short video based on the film “The Devil Wears Prada“:

In the video, a variety of Microsoft technologies are used to unify communications (all of which are available today):

  • Phone call and secretary takes message (hard desk phone – the traditional way of working – although this could be integrated with Exchange Server 2007 and Office Communications Server 2007).
  • Call on soft phone (Office Communicator) from a mobile contact (Windows Mobile) – forwarded to hard desk phone (Office Communications Server).
  • Instant message to instantly warn colleagues of an impending event (Office Communicator and Office Communications Server).
  • Message sent from smart phone to bring forward a meeting (Windows Mobile).
  • Conference call set up in a matter of seconds (Live Meeting, with Office RoundTable conference phone in meeting room and personal webcam in remote office).
  • Desktop sharing (Live Meeting).
  • Mobile voice access to mail and calendar – move a meeting back and call by name (Exchange Server Unified Messaging).
  • Status updates available at an instant (Windows Mobile).

Having set the scene for unified communications, subsequent posts will examine the technology in more detail, together with some of the challenges around implementation.

Credit

This post was based on the opening session from James O’Neill‘s presentation on the Microsoft View of Unified Communications earlier this week.

Groove, SharePoint or OCS Group Chat – which works for you?

This content is 17 years old. I don't routinely update old blog posts as they are only intended to represent a view at a particular point in time. Please be warned that the information here may be out of date.

Earlier today I was in an interesting session at the Microsoft UK user groups community day when Art Ho gave a presentation on group chat and discussion forums. What became apparent in Art’s presentation is that Microsoft has a number of products which, on the face of it, offer similar features and functionality, but each has its own strengths and weaknesses:

Groove Discussions SharePoint Discussions Groove Chat OCS Group Chat*
Persistent Yes Yes Yes Yes
Federation Yes Yes Yes Yes
Integrated Sort of Yes No no
Search Yes Yes (strong) No Yes
Realtime No No Yes Yes
Collaborative Yes Yes No No
Offline Yes No Yes No

* OCS Group Chat is still a beta product at this time and was formerly Parlano MindAlign (Parlano were acquired by Microsoft last year)

Basically, it breaks down like this. Think about the purpose of the collaboration and what end users need. Do they need search? If so, then SharePoint is the clear leader. Are you looking for one product, or can a mixture of products meet the requirements (e.g. collaborate using a Groove workspace and publish the final document to a SharePoint document library)? Finally, you can have real-time or collaborative working, but it seems you can’t have both (at least with this technology selection).

(Note that other solutions are available, this just compares three Microsoft products that all seem to compete in the same space.)

Gadgets for audio-visual interaction with Microsoft’s unified communications products

This content is 17 years old. I don't routinely update old blog posts as they are only intended to represent a view at a particular point in time. Please be warned that the information here may be out of date.

18 months ago, I attended one the Exchange “12” Ignite training courses – basically Exchange Server 2007 training for early technology adopters. This week I’m refreshing my Exchange knowledge for the release version product but in train-the-trainer style with the intention that I will be training a number of colleagues across the UK and Europe in the coming months to bring them up to speed. I’m also doing the same for Office Communications Server (OCS) 2007.

One of the nice things about this training is that it’s being held in Prague. Our hotel is a few miles out to the east of the city centre but it’s a great place to visit in the evening (and I get to do very little international travel in my job and even less sightseeing, so I’m making the most of it).

The other great thing is that we have each been given a webcam and headset for use with Exchange unified messaging (using the Exchange UM test phone and headset for voice access to Exchange) and Office Communicator (with audio and video from the headset and webcam). I already have a desktop webcam at home (the Microsoft LifeCam VX-6000), as well as the iSight on the Mac, but this is a great portable setup – a Microsoft LifeCam NX-6000 webcam and the geeky but surprisingly comfortable Microsoft LifeChat ZX-6000 wireless headset (which includes the XBox 360 wireless gaming receiver for wireless communications).

Later in the week we should be playing with one of the Microsoft RoundTable conference phones/webcams too.

Oh, I do love my toys!

Unconditionally contactable – no thanks.

This content is 17 years old. I don't routinely update old blog posts as they are only intended to represent a view at a particular point in time. Please be warned that the information here may be out of date.

This last week has been manic – hence the lack of blog posts… taking a day’s annual leave on Monday and then spending half of it catching up on my administration didn’t bode well, then there were two nights when I was up until 1am trying to write an infrastructure design document and the usual mix of travel, conflicting meeting requirements and trying to get some “real work” done.

“But Mark”, I hear you ask,”surely you use some of the technologies that I see you write about to improve productivity?”

The answer is that I do – I’m using Microsoft Office Communication Server 2007, the Office Communicator client 2007 and Live Meeting 2007 a fair bit – as well as our corporate conferencing service. Soon I’ll be linking all of that in to my voice mail to make use of Exchange Server 2007’s unified messaging capabilities. It’s a really good solution (especially when Communicator reads my calendar or Live Meeting status and sets my presence accordingly). But the technology is no panacea: sometimes something doesn’t work – I spent quite a bit of time this week waiting on a Live Meeting call as Microsoft struggled to get the audio working (they later postponed that particular meeting as even they couldn’t fix it); and other times there is no substitute for getting together in a room – like my main meeting on Friday which necessitated 4 hours travel (which could have been better spent doing something else) but resulted in the production of a migration strategy for a key customer’s messaging infrastructure – something which we had failed to do several times over the phone (and which I doubt even advances in video conferencing would have helped with).

As someone who struggles at times with information overload, and who was described by a friend and ex-colleague as “[sometimes] exhibiting workaholic tendencies”, I need to help myself to become more productive. As I already have a pile of books by the bedside, it’s probably time for an audiobook or two on Getting Things Done (or at least to check out 43 Folders from time to time).

As for unified communications (UC), Dave Bailey wrote an interesting comment for IT Week on the difficulties of getting away from it all – it was only a few days previously that, as I was busily IMing one contact, another team member started e-mailing me on the same subject and I had Outlook “toast” popping up as fast as I could type. Then I spent half of Friday afternoon this week reducing the size of my mailbox so that I could get below the system limits and send mail again (there is one simple answer – the delete key… but that’s not exactly productive either). As my colleague pointed out, it seems that UC really stands for “unconditionally contactable”. No thanks.

Watch out for OCS filtering file transfers

This content is 17 years old. I don't routinely update old blog posts as they are only intended to represent a view at a particular point in time. Please be warned that the information here may be out of date.

I’m working on an Office Communications Server (OCS) 2007 pilot right now and have started to use Office Communicator 2007. I’m really impressed (and will write something soon about the whole unified communications setup – including voice and e-mail integration); however two things that tripped me up were the addition of a _ prefix on URLs to prevent them from being clickable (just something to bear in mind when sending instructions to someone via IM) and the filtering of attachments during file transfers.

Neither of these are new features but the file transfer filtering caught me out twice when I thought someone had sent me a Windows registry (.reg) file (it had been turned into a text file contain the text “This attachment was removed.”) and then when another colleague sent me a compressed folder (.zip file) containing an ASP.NET website that I needed to deploy, only for me to find that even though the compressed folder had the complete file structure in its index certificates (.cer/.p7b files), .vb and .js files had all been removed and were not available for extraction.

I’m pretty sure that this behaviour can be changed if required (I’m not sure if it’s granular enough to change on a personal/team/company/public basis) but nevertheless it’s something to be aware of.

Passed Microsoft Certified Technology Specialist exam 70-262

This content is 18 years old. I don't routinely update old blog posts as they are only intended to represent a view at a particular point in time. Please be warned that the information here may be out of date.

I missed the announcement, but at some stage in recent years, Microsoft revamped its IT Professional certification scheme. It seems as though I still qualify as a Microsoft Certified Systems Engineer (MCSE) for both the NT 4.0 and Windows 2000 tracks; although I never did get around to upgrading my MCSE to Windows XP and Server 2003… maybe I’ll follow the Vista and Longhorn Server track when it’s released.

Anyway, earlier today I passed the Microsoft Office Live Communications Server 2005 – Implementing, Managing, and Troubleshooting exam (70-262), making me a Microsoft Certified Technology Specialist (MCTS): Microsoft Office Live Communications Server 2005.

I guess that’s just like an MCP in the old days but it’s another logo to display on the IT Services page. Actually, the real reason I did it was that I was incentivised by the prospect of a free iPod from my employer if I was one of the first three people to take (and pass) the test by a particular date!

This was the first Microsoft exam that I’ve taken for a while and Microsoft’s non-disclosure agreement prevents me from saying too much about it but as I took Monday off work, spent all day Tuesday (and Thursday evening) at Microsoft events and had to do some real work too, it’s been a challenge to cram in all of my revision… hence the lack of blog posts this week. I plan to make up for that after the long weekend (when I finally get around to writing up my notes from the Microsoft Management Summit and Vista After Hours events)… watch this space.

Windows Live Messenger Beta goes public

This content is 19 years old. I don't routinely update old blog posts as they are only intended to represent a view at a particular point in time. Please be warned that the information here may be out of date.

Windows Live Messenger

I’ve been using the Windows Live Messenger Beta for a few months now and since I originally wrote about my first impressions of the product, it’s changed quite a bit (although doesn’t seem to have overcome any of the issues which Alex criticised it for at the time).

Windows Live Messenger Beta - new interface

I still like the new user interface although I haven’t used any of the telephony or video-chat functions. The Windows Live Messenger beta was recently expanded and is well worth investigating for those who are currently using MSN Messenger. Alternatively for cross-network instant messaging without any telephony frills, switch to GAIM.

Meanwhile, corporate users should move away from using public IM services and switch to something like Live Communications Server 2005 and the Office Communicator client.

Live Communications Server 2005 overview

This content is 19 years old. I don't routinely update old blog posts as they are only intended to represent a view at a particular point in time. Please be warned that the information here may be out of date.

Next week, I’m planning to spend three days on a Microsoft Live Communications Server (LCS) 2005 course, which has prompted me to look back at some earlier notes from last year’s Microsoft Technical Roadshow. At that event, Paul Brombley, a Messaging Technology Specialist with Microsoft UK, gave an overview of the LCS product – this post repeats the key messages from that presentation.

Enterprises face a number of communication challenges. One of these is productivity and cost, with disconnected data, processes, platforms and people. Communications are full of inefficiencies – playing e-mail/voice-mail “tag”, considering geographic/time zone separations, understanding availability before attempting to contact – and whilst technology can help, it is sometimes difficult to automate real-time processes and notifications. Even in these days of widespread Internet access, it can still be difficult to connect to other organisations due to the variety of standards in use, often requiring organisations to resort to specialist (and sometimes expensive) third party products. Additionally, although communications costs are dropping, long distance phone calls are still expensive, virtual meetings can’t always substitute face-to-face interaction, and e-mail systems are still used by many as huge filing systems.

Many people (myself included) have resorted to using public instant messaging (IM) services such as MSN Messenger for instant communications with presense awareness; but public IM networks are not secure (messages are transmitted in clear text over the Internet), client management is not easy, there are regulatory and compliance issues around auditing – besides which using a Hotmail address for business communications just does not look professional.

Even so, according to Microsoft, 38% of information workers use at least one IM client and whilst in 2004, 20% of enterprise users worldwide were using IM, by 2008 this is expected to grow to 80%. IM is moving from the consumer space to into business – and it’s the presence information that makes a difference.

According to Microsoft’s marketing information, their products deliver a full suite of communications capabilities:

Microsoft’s real-time collaboration vision is for “intuitive, integrated software and services that provide pervasive real-time collaboration capabilities enabling people to work together more effectively”.

The products which support this vision are:

  • Live Communications Server – Microsoft’s communications platform engine for presence information, IM and real-time collaboration (audio, video and data).
  • Live Meeting – a web service offering conferencing and call screening over HTTPS.
  • Office Communicator – Microsoft’s latest IM and telephony client, passing calls to wherever a user is physically located (desk, mobile, home, etc.) and identifying callers from the user’s address book.

Microsoft views integrated communications as a series of concentric rings. At the centre is identity, authenticated within a real organisation. The next layer is around presense, understanding context (e.g. a user is online, but their calendar says they are in a meeting, so do not disturb them unless you really need to – that’s not the same as “busy”). Next comes the communication mechanisms – data, voice, e-mail, IM and video. Finally, information agents, workflow and workspaces provide value to end-users, IT operations management and developers alike – an intuitive, contextual user experience; rich, presence-based multi-modal collaboration; universal availability across devices and networks; integrated seamlessly into the organisational infrastructure; built on standards, rich APIs, and development tools.

Enough of the marketing… basically LCS is about connecting people in a world of presence awareness and remote working, whilst keeping data safe and managed, reducing cost, and integrating with other technologies through recognised standards.

LCS connectivity

LCS can be extended outside an organisation using an LCS access proxy – a secure access point (placed in the DMZ) for external clients to interface with the internal LCS server(s). Using this model, the session initiation protocol (SIP) is run over TLS on port 5061 or 443 and no VPN is required as authentication is at the access proxy. It should be noted that although text travels between servers, audio and video are transmitted point-to-point, so may be affected by any intermediate firewalls.

This model can be extended to offer federation between organisations, or to a public IM network with a number of interconnected LCS access proxies (or other SIP proxies). Clearing houses can be used to allow an enterprise to use a single connection to interface with multiple partners, with the advantage of offering a single point of management.

LCS 2005 standard edition uses a single Active Directory-connected server, supporting up to 15,000 users with a local MSDE database. Logging/archiving can be provided using a separate SQL Server and remote access/federation is achieved via a separate LCS access proxy, placed in the organisation’s DMZ.

LCS 2005 enterprise edition provides a two-tiered architecture for scaling out, using SQL Server as the back-end database and supporting up to 20,000 users per LCS server (load balanced so up to 100,000 can be supported in a single pool). As for standard edition, remote users are supported via an LCS access proxy as is federation. High availability can be facilitated by clustering the SQL Servers.

LCS in the Enterprise

Administered via an MMC console, LCS 2005 offers significant feature enhancements over the earlier LCS 2003 product. The licensing model is for a server, plus client access licenses (CALs), with separate CALs for LCS, telephone connectivity, and public IM connectivity (licensed per user, per month). Microsoft claims that the subscription model for public IM connectivity allows for compensation of the public IM networks for lost advertising revenue; however not every LCS user needs to be given public access – this can be controlled via Active Directory.

Pocket MSN… so that is what happened to MSN Messenger on Windows Mobile 5.0

This content is 19 years old. I don't routinely update old blog posts as they are only intended to represent a view at a particular point in time. Please be warned that the information here may be out of date.

Keni Barwick commented recently that he was worried about MSN Messenger having gone AWOL from Windows Mobile 5.0. The answer it seems is Pocket MSN. Microsoft wants to charge a one-off fee of £10.99 to use MSN Messenger on a mobile device.

As I commented on Keni’s blog, I tend to agree that if MSN Messenger were to be removed from smartphones then that would be a pretty dumb move (from one of the smartest marketing companies in the world), and without it the whole presence element of Microsoft’s mobility strategy starts to fall apart. Microsoft are claiming that 20% of all enterprise users make use of instant messaging (IM) services (either for business, or because their company allows it) and that this is expected to rise to 80% by the end of 2008 – not surprisingly, they want a piece of this market.

I’m reliably informed that the reason for public IM connectivity in Live Communications Server (LCS) 2005 being chargeable is because AOL, MSN, and Yahoo! require Microsoft Corporation (remember, MSN is a separate company) to subsidise them for lost advertising revenues where companies use the Windows Messenger and Office Communicator (ad-free) clients with LCS. Of course, as there are no ads in the mobile version of MSN Messenger, perhaps that is the justification for charging for that too?

Of course, charging for IM could be about opening up the mobile device market to other IM clients in an attempt to avoid landing themselves in court for allegedly behaving in an an anti-competitive manner. After all, it seems that the European Union (EU) is taking Microsoft’s dominant market position more seriously than the US Department of Justice (DoJ).

New messaging and collaboration tools from Microsoft

This content is 20 years old. I don't routinely update old blog posts as they are only intended to represent a view at a particular point in time. Please be warned that the information here may be out of date.

I’m yet to be convinced of the business benefits of instant messaging (IM). My current employer doesn’t prohibit IM – in fact it is encouraged – I use Microsoft’s MSN Messenger service, as do many of my colleagues. I suspect the reason we that we haven’t implemented a corporate IM solution is cost.

According to IT Week, research conducted by Telewest business has found that due to security concerns only a third of UK companies allow staff access to IM. Many other companies are still deciding what their corporate messaging policy should be, but with the rising incidence of spam over IM (spim), ignorance of IM is no longer an option.

For those large enterprises that do allow IM, using the free services from Microsoft, Yahoo!, AOL and others are simply not an option (in fact they are a liability) and if IM is to become a business tool, a corporate IM infrastructure needs to be provided. For many years, Microsoft has produced a variety of chat-like products under the Exchange Server banner, but they were removed from Exchange Server 2003 and replaced with a new product – Microsoft Office Live Communications Server (LCS) 2005, which provides corporates with IM and presence capabilities.

Earlier this month, Microsoft revealed their vision for collaboration with a new product on the horizon – Microsoft Office Communicator 2005 (previously codenamed Istanbul) – supporting all of the current IM capabilities plus PC-to-phone integration and “rich presence awareness” (the ability to route calls by the most appropriate medium – fixed-line, mobile or IP voice, IM, e-mail, video or web conferencing). Microsoft will back up Office Communicator with a service pack for LCS due later this month and including enhancements such as IM spam (spim) controls, auditing (to address regulatory concerns), compatibility with Microsoft Operations Manager (MOM), HTTPS access (removing the need for VPN connections) and public IM connectivity (the ability to communicate with MSN Messenger, Yahoo! Messenger and AOL Instant Messenger clients). Alongside all of this, is Microsoft Office Live Meeting 2005, an upgrade to Microsoft’s web conferencing service, offering call controls for audio conference service providers and the ability to conduct live meeting sessions within Microsoft Office (in the UK this made available as a hosted service from BT, with per-minute, named user or per-seat tariffs – there is a Flash-based demonstration on the BT website).

Taken together with related initiatives, such as Exchange 12, which is expected to manage PBX-based phone messages, and the constantly increasing collaboration functionality within the Microsoft Office System, Microsoft’s efforts are wide-ranging and long-term.