The first component to install is the Microsoft Office Communications Server 2007 R2 Web Service Provider which contains the necessary components to add basic IM and presence features into Outlook Web App. Both the Exchange and Lync server hosts are running Windows Server 2008 R2, so the specific hotfixes and download in this article only address that specific server version.

These integrations (UM or IM) can be performed in either order. These steps begin right where the UM integration article left off, although the UM configuration is not required to setup the following IM integration.

Define a new Trusted Application Pool and configure the Trusted Application in Lync Server.

Enable various instant messaging settings on the Exchange Client Access service.

Install the prerequisite software and associated hotfixes on the Exchange server.

The following steps completed in this order in a greenfield deployment should yield a working UM environment in little time. Also the selection and order of prerequisite software is different in this article as it is the most current and reflects the latest changes in hotfix availability. This process has been covered in various other articles online but I chose to include this in my series of deployment articles so that anyone using them for their own deployment can follow along just the same. A single consolidated Exchange 2010 SP1 server was also added in the recent UM integration article. The lab environment used as examples was built using the same processes discussed in these three previous articles for Lync Server. The IM/Presence features are now only available in a web-browser-based embedded client from within Outlook Web App in Exchange Server 2010. The Lync Server’s web client now only provides conferencing services for authenticated and anonymous attendees via a web-browser. Lync Server does not include a Web Access client like what was available in Office Communications Server.

How this differs from my previous article on Lync and Exchange UM Integration is that focused on integrating Unified Messaging features like Voice Mail and the Outlook Voice Access attendant while this article covers IM/Presence related features of the Lync client which are baked directly into Outlook Web App. This article covers the Instant Messaging (IM) integration configuration between Lync Server 2010 and Exchange Server 2010 SP1.

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