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Deploy a New Exchange 2010 RTM UM Environment

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Applies to: Exchange Server 2010 SP3, Exchange Server 2010 SP2

Microsoft Exchange Server 2010 Unified Messaging (UM) provides an efficient and simple deployment model that's highly scalable but doesn't increase the complexity of the deployment. There are many deployment models for Unified Messaging in your organization. The recommended deployment model for Unified Messaging centralizes your Unified Messaging servers. Microsoft Exchange Server 2007 and or later versions contain Unified Messaging features. Versions that are earlier than Exchange 2007 can't be upgraded and require you to deploy an Exchange 2010 organization with all the Exchange server roles, including Unified Messaging, and then move the Microsoft Exchange Server 2003 (or earlier) mailboxes to an Exchange 2010 Mailbox server. For details, see Move Mailboxes from Exchange 2003 Servers to Exchange 2010 Servers.

The following illustration shows the steps that are required to successfully deploy a new Unified Messaging environment.

Unified Messaging Deployment Steps

UMDeployment

Contents

Before You Deploy

Deploying Unified Messaging

Post Deployment Tasks for Unified Messaging

Before You Deploy

Before you deploy Exchange 2010 Unified Messaging, we recommend that you familiarize yourself with the concepts in the following topics:

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Deploying Unified Messaging

All the available deployment options for Unified Messaging have several steps in common. These steps are required to create a scalable and highly available system to support large numbers of Unified Messaging users. These steps are as follows:

  1. Deploy and configure your telephony components for Unified Messaging.

  2. Verify that you've correctly installed the Exchange 2010 server roles that are required by Unified Messaging.

  3. Install the Unified Messaging server role.

  4. Create and configure the required Unified Messaging Active Directory components.

  5. Perform post deployment tasks for Unified Messaging.

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Deploy and Configure Telephony Components

To successfully deploy an Exchange 2010 Unified Messaging server in an Exchange organization, the Exchange administrator must become knowledgeable about data networking concepts and telephony terminology and concepts and be able to correctly configure the telephony components that are required by Unified Messaging. Performing a new deployment or upgrading a legacy voice mail system requires significant knowledge about PBXs and Exchange 2010 Unified Messaging. For more information, see the Microsoft Exchange Server 2007 Unified Messaging (UM) Specialists Web site.

Generally, there are three tasks that must be completed to successfully configure the telephony components that are required by Unified Messaging:

  1. Provision PBX lines   The first step in deploying a scalable UM solution is to provision PBX lines.

  2. Organize channels   After you provision PBX-based voice channels, you can organize the channels as hunt groups.

  3. Deploy IP gateways   After you organize your voice channels as hunt groups, you must end these channels at IP gateways. IP gateways are used with a legacy PBX to convert the circuit-switched protocols found on a telephony network to IP-based packet-switched protocols.

When you integrate your organization's telephony and data networks during the deployment of Exchange 2010 Unified Messaging, you must configure the telephony and data networking components correctly. You must also configure the following components or interfaces to successfully deploy Unified Messaging:

For more information about telephony components, see Understanding Telephony Concepts and Components.

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Verify Installation of the Mailbox, Hub Transport, and Client Access Server Roles

Different deployment paths are available for organizations that plan to deploy Exchange 2010. Although these paths all lead to the same end—a successful deployment of Exchange 2010—each path is slightly different because each customer's needs and starting points are different. However, generally there are common starting points and paths that cover all supported deployment scenarios, including new installations and upgrades. Because Unified Messaging relies on the functionality of other server roles found in Exchange 2010, the Unified Messaging server role will most likely be the last server role that you install in your Exchange 2010 organization. You must follow these steps to install the server roles other than Unified Messaging before you can install the Unified Messaging server role:

  1. Verify that your existing infrastructure meets certain prerequisites before you install Exchange 2010. For details, see Exchange 2010 Prerequisites.

  2. Verify that you've correctly installed the Exchange 2010 server roles required by Unified Messaging. After you install Exchange 2010, we recommend that you verify the installation and review the server setup logs. For details, see Verify an Exchange 2010 Installation.

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Install the Unified Messaging Server Role

After you've completed the deployment of your IP gateways or IP PBXs on your network, you must install the Unified Messaging server role on one or more computers in your Exchange environment. Depending on the needs of your business, to provide a highly scalable and available Unified Messaging system, consider installing the Unified Messaging server role on more than one computer. For more information about how to plan and deploy a highly available and scalable Unified Messaging system, see Understanding Unified Messaging Availability or Understanding Unified Messaging Performance and Scalability.

Follow these steps to install the Unified Messaging server role:

  1. Review the Exchange 2010 system requirements before installation.

    Before you install the Unified Messaging server role, we recommend that you make sure that your network, hardware, software, clients, and other elements meet the requirements for Exchange 2010. For details, see Exchange 2010 System Requirements.

  2. Install the Unified Messaging server role.

    There's more than one way to install the Unified Messaging server role on a computer that's running Exchange 2010. The Unified Messaging server role can be installed on a single computer that has no other Exchange 2010 server roles installed, or on a computer that's running another Exchange 2010 server role. Before you install the Unified Messaging server role, you must install the Mailbox, Hub Transport, and the Client Access server roles. However, you can install the Mailbox, Hub Transport, Client Access and the Unified Messaging server roles on the same physical computer. For details, see Install the Exchange 2010 Unified Messaging Server Role.

  3. Verify your Exchange 2010 Unified Messaging installation.

    After you install Exchange 2010, we recommend that you verify the installation and review the server setup logs. If the Setup process fails or errors occur during installation, you can use the setup logs to track down the source of the problem. For details, see Verify an Exchange 2010 Installation.

  4. Download and Install the Unified Messaging Language Packs.

    After you install Exchange 2010, you may have to download and install the required Unified Messaging Service Pack 1 (SP1) language packs you need on the UM servers in your organization. Make sure to install each UM language pack on each UM server and to set the default language on all dial plans that the UM server is associated with.

    Exchange Unified Messaging language packs are version-specific and platform-specific. Since Exchange 2007, there have been separate releases for UM language packs, including Exchange 2007 RTM, Exchange 2007 SP1, Exchange 2010 RTM, and Exchange 2010 SP1. For some of these versions, both 32-bit and 64-bit downloads are available, but for other releases only 64-bit downloads are available. It's very important that you install the correct version and platform of the UM language packs on a UM server.

    For more information about how to install a UM language pack, see Install a Unified Messaging Language Pack on a UM Server. To download Unified Messaging language packs, see Exchange Server 2010 UM Language Packs.

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Create and Configure UM Components

There are several UM components in Active Directory that are required for the deployment and operation of Exchange 2010 Unified Messaging. Unified Messaging components in Active Directory connect the telephony infrastructure with the Unified Messaging Active Directory environment. After you've successfully installed the Unified Messaging server role on at least one computer, follow these steps.

Step 1: Create and configure UM dial plans

UM dial plans are integral to the operation of Exchange 2010 Unified Messaging and are required to successfully deploy Unified Messaging on your network. After you've successfully installed the Unified Messaging server role, a UM dial plan will be the first Active Directory component that you'll create.

By default, UM dial plans and the Unified Messaging servers that are associated with the dial plan send and receive data without using encryption. In Unsecured mode, the VoIP and SIP traffic won't be encrypted. When you create the dial plan or after you've created the dial plan, you can configure the dial plan to encrypt the VoIP and SIP traffic by using Mutual Transport Layer Security (mutual TLS). After you configure the VoIP security setting, you'll then have to configure the startup mode for the UM server. For details, see Configure the Startup Mode on a UM Server.

Perform one of the following procedures to create a new UM dial plan.

Use the EMC to create a UM dial plan

You need to be assigned permissions before you can perform this procedure. To see what permissions you need, see the "UM dial plans" entry in the Unified Messaging Permissions topic.

  1. In the console tree, navigate to Organization Configuration > Unified Messaging.

  2. In the action pane, click New UM Dial Plan.

  3. In the New UM Dial Plan wizard, complete the following fields:

    • Name   Type the name of the dial plan. A UM dial plan name is required and must be unique. However, the name you type is used only for display purposes in the EMC and the Shell. If you have to change the display name of the dial plan after it's been created, you must first delete the existing UM dial plan and then create another dial plan that has the appropriate name. If your organization uses multiple UM dial plans, we recommend that you use meaningful names for your UM dial plans. The maximum length of a UM dial plan name is 64 characters, and it can include spaces. However, it can't include any of the following characters: " / \ [ ] : ; | = , + * ? < >.

      Important

      Although the field for the name of the dial plan can accept 64 characters, the name of the dial plan can't be longer than 49 characters. This is because, when you create a dial plan, a default UM mailbox policy is also created that has the name <DialPlanName> Default Policy. The name parameter for both the UM dial plan and UM mailbox policy can be 64 characters long.

    • Number of digits in extension numbers   Enter the number of digits for extension numbers in the dial plan. The number of digits for extension numbers is based on the telephony dial plan created on a Private Branch eXchange (PBX). For example, if a user associated with a telephony dial plan dials a four-digit extension to call another user in the same telephony dial plan, you select 4 as the number of digits in the extension.

      This is a required field that has a value range from 1 through 20. The typical extension length is from 3 through 7. If your existing telephony environment includes extension numbers, you must specify a number of digits that matches the number of digits in those extensions.

      When you create a Session Initiation Protocol (SIP) dial plan or an E.164 dial plan and associate a UM-enabled user with the dial plan, you must still enter an extension number to be used by the user. This number is used by Outlook Voice Access users when they access their Exchange 2010 mailbox.

    • URI Type   Use this drop-down list to select the URI type for the UM dial plan. A URI is a string of characters that identifies or names a resource. The main purpose of this identification is to enable VoIP devices to communicate with other devices over a network using specific protocols. URIs are defined in schemes that define a specific syntax, format, and the protocols for the call.

      You can select one of the following URI types for the dial plan:

      Telephone extension   This is the most common URI type. The calling and called party information from the IP gateway or IP PBX will be listed in one of the following formats: Tel:512345 or 512345@<IP address>. This is the default URI type for dial plans.

      SIP URI   Use this URI type if you need a SIP URI dial plan when an IP PBX supports SIP routing or if you're integrating Microsoft Office Communications Server 2007 and Exchange Unified Messaging. The calling and called party information from the IP gateway or IP PBX will be listed as a SIP address in the following format: sip:<username>@<domain or IP address>:Port.

      E.164   E.164 is an international numbering plan for public telephone systems in which each assigned number contains a country/region code, a national destination code, and a subscriber number. The calling and called party information sent from the IP gateway is listed in the following format: Tel:+14255550123.

      Note

      After you create a dial plan, you will be unable to change the URI type without deleting the dial plan, and then re-creating the dial plan to include the correct URI type.

    • VoIP Security   Use this drop-down list to select the VoIP security setting for the UM dial plan. By default, when you create a UM dial plan, it communicates in unsecured mode. A Unified Messaging server can operate in any mode configured on a dial plan because the Unified Messaging server is configured to listen on TCP port 5060 for unsecured requests and on TCP port 5061 for secured requests at the same time.

      You can select one of the following security settings for the dial plan:

Unsecured By default, when you create a UM dial plan, it communicates in unsecured mode, and the Unified Messaging servers associated with the UM dial plan send and receive data from IP gateways, IP PBXs, and other Exchange 2010 computers using no encryption. In unsecured mode, both the Realtime Transport Protocol (RTP) media channel and SIP signaling information aren't encrypted.

    **SIP secured**   When you select **SIP secured**, only the SIP signaling traffic is encrypted, and the RTP media channels still use TCP, which isn't encrypted. Mutual Transport Layer Security (TLS) is used to encrypt the SIP signaling traffic.
    
    **Secured**   When you select **Secured**, both the SIP signaling traffic and the RTP media channels are encrypted. An encrypted signaling media channel that uses Secure Realtime Transport Protocol (SRTP) also uses mutual TLS to encrypt the VoIP data.

  - **Country/Region code**   Use this field to type the country/region code number to be used for outgoing calls. This number will automatically be prepended to the telephone number that's dialed. This field accepts from 1 through 4 digits. For example, in the United States, the country/region code is 1. In the United Kingdom, it's 44.

  1. On the Set UM Servers page, click Add and then on the Select UM Server page select the UM server that you want to add to the UM dial plan.

  2. On the Completion page, confirm whether the dial plan was successfully created:

    • A status of Completed indicates that the wizard completed the task successfully.

    • A status of Failed indicates that the task wasn't completed. If the task fails, review the summary for an explanation, and then click Back to make any configuration changes.

  3. Click Finish to complete the New UM Dial Plan wizard.

Use the Shell to create a UM dial plan

You need to be assigned permissions before you can perform this procedure. To see what permissions you need, see the "UM dial plans" entry in the Unified Messaging Permissions topic.

This example creates a new UM dial plan named MyUMDialPlan that uses four-digit extension numbers.

New-UMDialplan -Name MyUMDialPlan -NumberofDigits 4

This example creates a new UM dial plan named MyUMDialPlan that uses five-digit extension numbers and supports SIP URIs:

New-UMDialplan -Name MyUMDialPlan -UriType SIPName -NumberofDigits 5

For more information about syntax and parameters, see Set-UMDialplan.

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Step 2: Create and configure your UM IP gateways

A UM IP gateway represents either an IP gateway hardware device or an IP PBX hardware device. The combination of the UM IP gateway object and a UM hunt group object establishes a logical link between an IP gateway or IP PBX and a UM dial plan.

If you've created or enabled VoIP security on a dial plan, the UM IP gateway that you will create by using one of the following procedures in this section will be associated with a UM dial plan that uses VoIP security. In that case, you must use a fully qualified domain name (FQDN) to create the UM IP gateway, and not an IP address. You must also configure the UM IP gateway to listen on TCP port 5061. To configure a UM IP gateway to listen on TCP port 5061, run the following command: Set-UMIPGateway -identity MyUMIPGateway -Port 5061. You must also verify that any IP gateways or IP PBXs have also been configured to listen on port 5061 for mutual TLS.

Perform one of the following procedures to create a new UM IP gateway.

Use the EMC to create a UM IP gateway

  1. In the console tree, navigate to Organization Configuration > Unified Messaging.

  2. In the result pane, click the UM IP Gateways tab.

  3. In the action pane, click New UM IP Gateway.

  4. In the New UM IP Gateway wizard, in the Name section, type the name of the UM IP gateway. This is the display name for the UM IP gateway.

  5. In the IP Address section, type the IP address for the UM IP gateway, and then click New.

    Note

    Alternatively, you can enter an FQDN for the UM IP gateway. If you choose to use an FQDN, you must add the appropriate host records with the correct IP addresses to the DNS zone. If you're configuring a UM IP gateway that will be associated with a dial plan that's operating in Secured mode, you must create the UM IP gateway with an FQDN.

  6. On the New UM IP Gateway page, click New.

  7. On the Completion page, click Finish.

Use the Shell to create a UM IP gateway

You need to be assigned permissions before you can perform this procedure. To see what permissions you need, see the "UM IP gateways" entry in the Unified Messaging Permissions topic.

This example creates a UM IP gateway named MyUMIPGateway that enables a Unified Messaging server to start accepting calls from an IP gateway that has an IP address of 10.10.10.1.

New-UMIPGateway -Name MyUMIPGateway -Address 10.10.10.1

This example creates a UM IP gateway named MyUMIPGateway that enables a Unified Messaging server to start accepting calls from an IP gateway that has an FQDN of MyUMIPGateway.contoso.com and listens on port 5061.

New-UMIPGateway -Name MyUMIPGateway -Address "MyUMIPGateway.contoso.com" -Port 5061

For more information about syntax and parameters, see New-UMIPGateway.

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Step 3: Create and configure your UM hunt groups (optional)

Hunt group is a term that's used to describe a group of PBX or IP PBX resources or extension numbers that are shared by users. Hunt groups are used to efficiently distribute calls into or out of a given business unit.

If you've created a UM IP gateway and associated the UM IP gateway with a UM dial plan, a default UM hunt group is created. You can associate another UM hunt group with the same or a different UM IP gateway, depending on the number of UM IP gateways that you've created.

When you create a UM hunt group, you enable all Unified Messaging servers that are specified within the UM dial plan to communicate with an IP gateway. To learn more about UM hunt groups, see Understanding Unified Messaging Hunt Groups. To create a new UM hunt group, perform one of the following procedures.

Use the EMC to create a UM hunt group

You need to be assigned permissions before you can perform this procedure. To see what permissions you need, see the "UM hunt groups" entry in the Unified Messaging Permissions topic.

  1. In the console tree, navigate to Organization Configuration > Unified Messaging.

  2. In the work pane, click the UM IP Gateways tab.

  3. In the result pane, select a UM IP gateway.

  4. In the action pane, click New UM Hunt Group.

  5. In the New UM Hunt Group wizard, view or complete the following fields:

    • Associated UM IP gateway   This display-only field shows the name of the UM IP gateway that will be associated with the UM hunt group.

    • Name   Use this text box to create the display name for the UM hunt group. A UM hunt group name is required and must be unique, but it's used only for display purposes in the EMC and the Shell. If you have to change the display name of the hunt group after it's been created, you must first delete the existing hunt group and then create another hunt group that has the appropriate name.

      If your organization uses multiple hunt groups, we recommend that you use meaningful names for your hunt groups. The maximum length of a UM hunt group name is 64 characters, and it can include spaces. However, it can't include any of the following characters: " / \ [ ] : ; | = , + * ? < >.

    • Dial plan   Click the Browse button to select the dial plan that will be associated with the UM hunt group. Associating a hunt group with a dial plan is required. A UM hunt group can be associated with only one UM IP gateway and one UM dial plan.

    • Pilot identifier   Use this text box to specify a string that uniquely identifies the pilot identifier or pilot ID configured on the PBX or IP PBX.

      An extension number or a SIP URI can be used in this field. Alphanumeric characters are accepted in this field. For legacy PBXs, a numeric value is used as a pilot identifier. However, some IP PBXs can use SIP URIs.

  6. On the Completion page, confirm whether the UM hunt group was successfully created:

    • A status of Completed indicates that the wizard completed the task successfully.

    • A status of Failed indicates that the task wasn't completed. If the task fails, review the summary for an explanation, and then click Back to make any configuration changes.

  7. Click Finish to complete the New UM Hunt Group wizard.

Use the Shell to create a UM hunt group

You need to be assigned permissions before you can perform this procedure. To see what permissions you need, see the "UM hunt groups" entry in the Unified Messaging Permissions topic.

This example creates a UM hunt group named MyUMHuntGroup that has a pilot identifier of 12345.

New-UMHuntGroup -Name MyUMHuntGroup -PilotIdentifier 12345  -UMDialplan MyUMDialPlan -UMIPGateway MyUMIPGateway

This example creates a UM hunt group named MyUMHuntGroup that has multiple pilot identifiers.

New-UMHuntGroup -Name MyUMHuntGroup -PilotIdentifier 5551234,55555 -UMDialplan MyUMDialPlan -UMIPGateway MyUMIPGateway

For more information about syntax and parameters, see New-UMHuntGroup.

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Step 4: Create and configure a UM mailbox policy

UM mailbox policies are required when you enable users for Exchange 2010 Unified Messaging. The mailbox of each UM-enabled user must be linked to a single UM mailbox policy. After you create a UM mailbox policy, you link one or more UM-enabled mailboxes to the UM mailbox policy. This lets you control PIN security settings such as the minimum number of digits in a PIN or the maximum number of failed sign-in attempts for the UM-enabled users who are associated with the UM mailbox policy.

Every time that you create a UM dial plan, a UM mailbox policy is also created. The UM mailbox policy will be named <DialPlanName> Default Policy. However, if you have to create a new UM mailbox policy, perform one of the following procedures.

Use the EMC to create a UM mailbox policy

You need to be assigned permissions before you can perform this procedure. To see what permissions you need, see the "UM mailbox policies" entry in the Unified Messaging Permissions topic.

  1. In the console tree, navigate to Organization Configuration > Unified Messaging.

  2. In the work pane, click the UM Mailbox Policies tab.

  3. In the action pane, click New UM Mailbox Policy.

  4. In the New UM Mailbox Policy wizard, complete the following fields:

    • Name   Use this text box to specify a unique name for the UM mailbox policy. If you must change the display name of the UM mailbox policy after it's been created, you must first delete the existing UM mailbox policy, and then create another UM mailbox policy that has the appropriate name. To delete the UM mailbox policy, there must not be any UM-enabled users associated with the UM mailbox policy.

      The UM mailbox policy name is required, but it's used for display purposes only. Because your organization may use multiple UM mailbox policies, we recommend that you use meaningful names for your UM mailbox policies. The maximum length of a UM mailbox policy name is 64 characters, and it can include spaces. However, it cannot include any of the following characters: " / \ [ ] : ; | = , + * ? < >.

    • Select associated dial plan   Click Browse to select the UM dial plan that will be associated with the UM mailbox policy. You must associate a UM mailbox policy with at least one UM dial plan. However, you can also associate multiple UM mailbox policies with a single dial plan.

  5. On the Completion page, confirm whether the UM mailbox policy was successfully created:

    • A status of Completed indicates that the wizard completed the task successfully.

    • A status of Failed indicates that the task wasn't completed. If the task fails, review the summary for an explanation, and then click Back to make any configuration changes.

  6. Click Finish to complete the New UM Mailbox Policy wizard.

Use the Shell to create a UM mailbox policy

You need to be assigned permissions before you can perform this procedure. To see what permissions you need, see the "UM mailbox policies" entry in the Unified Messaging Permissions topic.

This example creates a UM mailbox policy named MyUMMailboxPolicy associated with a UM dial plan named MyUMDialPlan.

New-UMMailboxPolicy -Name MyUMMailboxPolicy -UMDialPlan MyUMDialPlan

For more information about syntax and parameters, see New-UMMailboxPolicy.

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Step 5: Add a Unified Messaging server to dial plans

After you install the Unified Messaging server role, the UM server can't answer incoming calls until you add it to a UM dial plan. Although the status of the Exchange 2010 Unified Messaging server is set to enabled after installation, there's a parameter that's used to enable or disable the status of the Unified Messaging server.

A Unified Messaging server can be associated with a single or multiple UM dial plans. A single UM server can be added to a multiple dial plans that use mutual TLS (Secured), SIP secured, or TCP (Unsecured). To add a UM server to a dial plan, perform one of the following procedures.

Use the EMC to add a UM server to a dial plan

You need to be assigned permissions before you can perform this procedure. To see what permissions you need, see the "UM dial plans" entry in the Unified Messaging Permissions topic.

  1. In the console tree, click Server Configuration.

  2. In the result pane, select the Unified Messaging server you want to add to a dial plan.

  3. In the action pane, click Properties.

  4. On the UM Settings > Associated Dial Plans, click Add.

  5. In the Select Dial Plan window, from the list of available dial plans, select the dial plan you want to add the UM server to, and then click OK.

Use the Shell to add a UM server to a dial plan

You need to be assigned permissions before you can perform this procedure. To see what permissions you need, see the "UM dial plans" entry in the Unified Messaging Permissions topic.

This example adds a Unified Messaging server to a dial plan named MyUMDialPlan and prevents the UM server from accepting new calls. It also sets the startup mode to dual mode, which enables the UM server to accept TCP and TLS requests.

Set-UMServer -Identity MyUMServer -DialPlans MyUMDialPlan -Status Disabled -UMStartupMode Dual

This example adds the Unified Messaging server named MyUMServer to two UM dial plans, named MyUMDialPlan and MyUMDialPlan2, and also sets the maximum number of incoming voice and fax calls.

Set-UMServer -Identity MyUMServer -DialPlans MyUMDialPlan, MyUMDialPlan2 -MaxCallsAllowed 50

For more information about syntax and parameters, see Set-UMServer.

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Step 6: Create and configure UM auto attendants (optional)

Exchange 2010 Unified Messaging enables you to create one or more UM auto attendants, depending on the needs of your organization. When you create a UM auto attendant, you create a voice menu system for your organization. Callers from outside or inside your organization can then move through the menu system to locate and place or transfer calls to users or departments in your organization.

Callers can move through the menu system by using dual tone multi-frequency (DTMF), also known as touchtone, or voice inputs. For automatic speech recognition (ASR) to work, so users can use voice inputs, you must speech-enable the UM auto attendant.

Creating and using auto attendants is optional in Exchange 2010 Unified Messaging. However, if you want to create a new UM auto attendant, perform one of the following procedures.

Use EMC to create a UM auto attendant

You need to be assigned permissions before you can perform this procedure. To see what permissions you need, see the "UM auto attendants" entry in the Unified Messaging Permissions topic.

  1. In the console tree, navigate to Organization Configuration > Unified Messaging.

  2. In the work pane, click the UM Auto Attendants tab.

  3. In the action pane, click New UM Auto Attendant.

  4. In the New UM Auto Attendant wizard, complete the following fields:

    • Name   Use this text box to create the display name for the UM auto attendant. A UM auto attendant name is required and must be unique. However, it's used only for display purposes in the EMC and the Shell.

      If you have to change the display name of the auto attendant after it's created, you must first delete the existing UM auto attendant and then create another UM auto attendant that has the appropriate name. If your organization uses multiple UM auto attendants, we recommend that you use meaningful names for your UM auto attendants. The maximum length of a UM auto attendant name is 64 characters, and it can include spaces.

    • Select associated dial plan   Click Browse to select the UM dial plan to associate with this UM auto attendant. Selecting and associating a UM dial plan with the auto attendant is required. A UM auto attendant can be associated with only one UM dial plan.

    • Extension numbers   Use this field to enter the extension number that callers will use to reach the auto attendant. Type an extension number in the box, and then click Add to add the number to the list. The number of digits in the extension number that you provide doesn't have to match the number of digits for an extension number configured on the associated UM dial plan. This is because direct calls are allowed to UM auto attendants.

      You can also create a new auto attendant without adding an extension number, because an extension number isn't required.

      You can edit or remove an existing extension number. To edit an existing extension number, click Edit. To remove an existing extension number from the list, click Remove.

    • Create auto attendant as enabled   Select this option to enable the auto attendant to answer incoming calls when you complete the New UM Auto Attendant wizard. By default, a new auto attendant is created as disabled.

      If you decide to create the UM auto attendant as disabled, you can use the EMC or the Shell to enable the auto attendant after you finish the wizard.

    • Create auto attendant as speech-enabled   Select this check box to speech-enable the UM auto attendant. When you speech-enable the auto attendant, callers will be able to respond to the system or custom prompts used by the UM auto attendant using touchtone or voice inputs. By default, the auto attendant won't be speech-enabled when it's created.

      For callers to use a speech-enabled auto attendant, you must install the appropriate Unified Messaging language pack that contains Automatic Speech Recognition (ASR) support and configure the properties of the auto attendant to use this language.

  5. On the Completion page, confirm whether the UM auto attendant was successfully created:

    • A status of Completed indicates that the wizard completed the task successfully.

    • A status of Failed indicates that the task wasn't completed. If the task fails, review the summary for an explanation, and then click Back to make any configuration changes.

  6. Click Finish to complete the New UM Auto Attendant wizard.

Use the Shell to create a new UM auto attendant

You need to be assigned permissions before you can perform this procedure. To see what permissions you need, see the "UM auto attendants" entry in the Unified Messaging Permissions topic.

This example creates a UM auto attendant named MyUMAutoAttendant that can accept incoming calls but isn't speech-enabled.

New-UMAutoAttendant -Name MyUMAutoAttendant -UMDialPlan MyUMDialPlan -PilotIdentifierList 55000 -Enabled $true

This example creates a speech-enabled UM auto attendant named MyUMAutoAttendant.

New-UMAutoAttendant -Name MyUMAutoAttendant -UMDialPlan MyUMDialPlan -PilotIdentifierList 56000,56100 -SpeechEnabled $true

For more information about syntax and parameters, see New-UMAutoAttendant.

After you've created a non-speech-enabled or a speech-enabled auto attendant, you must create and configure key mappings so that the auto attendant can function correctly. If you don't enable key mappings for either business or non-business hours, callers will hear the voice prompts but won't be able to interact with the auto attendant. To create key mappings for an auto attendant, see the following topics:

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Post Deployment Tasks for Unified Messaging

After you complete a new installation of the Unified Messaging server role and have successfully deployed Unified Messaging, you should complete the post-installation tasks. The post-deployment tasks will help you enable users for Unified Messaging, secure your UM deployment, and deploy incoming faxing for UM-enabled users.

Enabling Users for Unified Messaging

After you've deployed your IP gateways or IP PBXs, installed the Unified Messaging server role, and created the Active Directory components for Unified Messaging, you must enable your users for Unified Messaging. For details, Enable a User for Unified Messaging.

Secure Your UM Deployment

You can help increase the level of protection for your network if you correctly plan a UM security strategy and then correctly configure the security settings for UM servers and UM-enabled users.

Mutual TLS for UM

To use mutual TLS to encrypt SIP and Real-time Transport Protocol (RTP) traffic that's sent and received by your Unified Messaging servers, perform the following tasks:

For more information about VoIP security with Unified Messaging, see Understanding Unified Messaging VoIP Security.

PIN Policies for UM-enabled Users

In Exchange 2010 Unified Messaging, PIN policies are defined and configured on a UM mailbox policy. Multiple UM mailbox policies can be created, depending on your requirements. When you enable a user for Exchange 2010 Unified Messaging, you associate the user with an existing UM mailbox policy. The UM PIN policies that are configured on the UM mailbox policy should be based on the security requirements of your organization. For more information about how to configure PIN settings for UM-enabled users, see Configuring Security for Unified Messaging Users.

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Deploying Faxing

Exchange 2010 UM forwards incoming fax calls to a dedicated fax partner solution, which then establishes the fax call with the fax sender and receives the fax on behalf of the UM-enabled user. However, to allow UM-enabled users to receive fax messages in their mailbox, you must first deploy Exchange 2010 Unified Messaging, set up and configure the fax partner server, and then configure the UM dial plans, UM mailbox policies, and UM-enabled users to receive faxes. For details, see Deploy and Configure Incoming Faxing.

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