One of the biggest cost-saving benefits of Office Communications Server 2007 has been the integrated Web Conferencing features, a.k.a. Live Meeting. Many companies currently pay for off-site host conferencing services like Microsoft's own hosted Live Meeting, or WebEx just to name a few. In the same way that R2’s Dial-In Conferencing can reduce costs by eliminating the need for a hosted phone bridge service, all versions of OCS can offer the same cost-cutting advantages by bringing Live Meeting services in house.
One example are organizations who already have a limited LCS deployment in-house but due to various internal political issues are not able to deploy IM services to the company as a whole, either inside or out. With the addition of a simple, yet robust OCS deployment it’s possible to configure OCS to support only Web Conferencing for external users.
The approach used for a specific OCS 2007 R2 deployment included:
- A single Enterprise Edition Front-End Consolidated Server
- No Hardware Load Balancer is required
- No Director
- A Standard Edition Consolidated Edge Server
- (2) Network cards for separate internal and external roles
- Separate, unique IP subnetworks for the internal and external interfaces
- A single firewall with separate ports and rule-bases for each Edge interfaces
- No Reverse HTTPS Proxy deployed (will be added at a later date to support shared content download)
Internal Deployment
The internal deployment follows the standard installation and configuration steps; nothing out of the ordinary is required here. The basic SRV and A DNS records are setup to support Automatic Configuration and a pool record (using the IP address of the Front-End server itself). Certificate deployment is standard. If migrating users from LCS then make sure to install a certificate on the LCS server (if not already deployed) so that MTLS server-to-server communications will work correctly between LCS and OCS services.
Once everything is installed then you’ll need to configure the Web Conferencing policies to allow users rights to start conferences and (if desired) allow anonymous users to join.
The one major caveat during server configuration is to make sure and do not leave the External Web Farm FQDN blank during the Enterprise Pool creation (or Standard Edition server configuration). Even though there will not be a reverse proxy configured and thus no connectivity into the internal Web Components IIS site, and thus no real need for a defined external URL, it wont work. Once everything is deployed external clients will simply not be able to login to Live Meeting as the lack of a defined external Web Farm FQDN causes OCS to ‘give up’ and basically not allow external Web Conferencing connections. External Communicator sign-in and IM/Presence will work, just not Live Meeting. In this example the internal FQDN was simply duplicated into the external field. You could probably put any string in there, valid or not. Just as long as it’s NOT blank.
External Deployment
As with anything in OCS, the external user access is where it can get tricky. Because this specific client was licensed for only Standard Edition a single consolidated Edge server was deployed, even though the A/V roles will not be utilized. This was done for two reasons, (1) licensing, and (2) future expansion. If they want to later open up external Communicator access and support features like Desktop Sharing, even though A/V sessions would still not be officially supported, the A/V functionality would need to be in place to get Desktop Sharing to work between internal and external clients. This point is worth reiterating. Desktop Sharing works via media communications.
The R2 Technical Reference details the Desktop Sharing Architecture explains that because the RDP sessions inherently run into the same challenges as media communications Microsoft decided to use A/V functionality in OCS, which already solved the previous issue. So basically Desktop Sharing is an RDP (Remote Desktop Protocol) session over SRTP (Secure Real-Time Protocol). The main difference is that Desktop Sharing uses TCP while standard media typically uses UDP, but the ports are the same.
But now back to our scenario; we only want Live Meeting supported externally, no audio, video, Communicator sign-in, and thus no Desktop Sharing. The reason I point this out is that when testing a deployment like this it would be a mistake to use Desktop Sharing to validate connectivity when it works completely different then Web Conferencing does.
First off, with any Edge deployment the firewall rules are most important. Let’s assume a best practice deployment with the following IP subnetworks:
And here are the IP addresses and FQDNs to be used throughout this article:
| Location |
Interface |
Role |
IP Address |
FQDN |
| Perimeter |
External |
Access Edge |
103.207.10.10 |
sip.domain.com |
| Perimeter |
External |
Web Conferencing |
103.207.10.11 |
webconf.domain.com |
| Perimeter |
External |
A/V Conferencing |
103.207.10.12 |
av.domain.com |
| Perimeter |
Internal |
Edge Private Interface |
10.1.1.100 |
edgeserver.dmz.local |
| Internal |
|
OCS Front-End Server |
172.16.1.111 |
ocspool.domain.local |
I’ve chopped down the Microsoft diagram to include only the communications we need to support external Live Meeting clients. The two inbound rules (4,6) from the Internet are pointing to the separate IP addresses for the Access Edge and Web Conferencing Edge. The internal communications (5,7) are all happening between the internal Front-End server and the perimeter Edge server.

Firewall Policy Rules:
| Rule |
Firewall |
Direction |
Source Port |
Source IP |
Destination Port |
Destination IP |
Description |
| 4 |
External |
Inbound |
Any |
Any |
443 |
103.207.10.10 |
Live Meeting sign-in and SIP signaling |
| 6 |
External |
Inbound |
Any |
Any |
443 |
103.207.10.11 |
Live Meeting content sharing |
| 5 |
Internal |
Outbound |
Any |
172.16.1.111 |
5061 |
10.1.1.100 |
Communications from Front-End Server to Edge |
| 5 |
Internal |
Inbound |
Any |
10.1.1.100 |
5061 |
172.16.1.111 |
Communications from Edge to Front-End Server |
| 7 |
Internal |
Outbound |
Any |
172.16.1.111 |
8057 |
10.1.1.100 |
Live Meeting content sharing |
Since the A/V Edge role is deployed as part of a consolidated Standard Edition server, it must be configured during setup or the wizard will not advance. Clearly there will be no external access to the A/V Edge and Authentication roles, so an internally-issued certificate will be fine here as the Access Edge and Web Conferencing roles would get third-party certificates (Entrust, Digicert, etc). The nice thing about this configuration is if a later pilot rollout of external A/V is requested all that is needed is a certificate and some firewall changes and everything is already set to go.
Testing
Once all the rules are setup and the Edge server is deployed and configured each can be tested via telnet. From the internal Front-End server you should be able to telnet to both ports 5061 and 8057 on the Edge’s internal IP. You can also perform the same test from the Edge server to 5061 on the internal Front-End server. Additionally any public host should be able to telnet to 443 on either the sip or webconf IP addresses to verify the external rules as well.
Connecting directly to the port via telnet will both confirm that the firewall rule is correctly defined and that the service is active and listening.
A failed connection to any of the ports would be pretty clear:
C:\>telnet 10.1.1.100 5061
But a successful connection to either ports 5061 and 443 would not be as obvious as nothing appears to happen. The blinking cursor indicates a connection to the port; there is just no interaction:
C:\>telnet 10.1.1.100 5061
Meanwhile a successful connection to the PSOM service on port 8057 at the Edge internal interface would at least spit out a few characters:
C:\>telnet 10.1.1.100 8057
Internal Configuration
By default web conferencing is not enabled in a fresh installation. There are a couple ways to turn it on, depending on if you want everyone in the organization to have the same features and permissions, or if you need to have separate groups of users with different policies.
The simplest approach is to just edit the Default Policy and enable Web conferencing and any other desired options.
Alternatively you can elect to choose from different set policies for each SIP-enabled user account. The built-in policies offer different levels of permissions but can each be customized, as well as removed or replaced by other new policies.
External Configuration
Now even though external Communicator support is not part of this deployment, user accounts must still be SIP-enabled in order to schedule and initiate Live Meeting sessions and thus invite attendees. If Communicator must still be blocked, then limiting the ability to install the Communicator application on corporate systems is one approach. Another would be configuring global policy settings to limit the types of communications (block IM, peer-to-peer audio, etc) in the client.
But for this deployment all OCS features would be used internally, so only external user login was undesired. In order to first allow access to Live Meeting externally the Edge Server properties must be configured to allow any external access.
Edge Server Properties > Access Methods
The next step is to enable rights on each user account for remote user access. This inherently also grants the user the ability to sign-in to Communicator remotely; these rights cannot be separated. So if only anonymous access to Live Meeting sessions is desired for all remote users, whether they are corporate employees or a third-party, then this step can be skipped. But since most deployments would want corporate users to be able to sign-in as themselves to conferences regardless of their location that permission must be enabled on each account.
User Account Properties > Communications Additional Options:
