The Lync Server 2013 Planning Tool

The Lync Server 2013 Planning Tool has been a long time coming for Lync aficionados. Why? Lync Server 2013 is still fairly new to the scene and has left many early adopters with reading articles and white papers to find the how-tos and whys of the planning and deployment process. Many admins who deployed Lync in the past are familiar with Microsoft's previous planning tool (for Lync 2010) and have relied on the tool to give them a high-level view of what their deployment could look like. I'll address two key areas of the new Lync 2013 planning tool that will explain what you've been waiting for:

Lync Server 2013 Planning Tool Walkthrough

One of the biggest areas where customers like to get assistance is in doing the initial planning for which server roles they'll need and how many of each role will be necessary to support their environment. The Lync Server 2013 Planning Tool is great at creating a high-level blueprint of what you'll need for your conceptual deployment. As deployments get more detailed and complex (and specifically when it comes to integration with telephony), customers might find it necessary to engage a consulting service of some sort.

Related: The UC Architects: Spreading the News about Lync and Exchange

When you launch the Lync Server 2013 Planning Tool, you'll see the welcome page, which Figure 1 shows.

Figure 1: The Lync Server 2013 Planning Tool welcome page

From here, you can jump into the question-and-answer portion of the wizard or jump directly into the Design Sites section, which allows for custom configuration of the site. Click Get Started to walk through a wizard where you answer questions about your proposed environment for Lync 2013. Here are just a few of the areas (in no particular order) where the planning tool asks questions about your planned deployment:

The planning tool wizard addresses key areas around capacity planning and profile usage scenarios. The goal is to better assist individuals who are faced with deploying Lync 2013 with guidance on making decisions regarding the location and quantity of specific Lync 2013 server roles for their environments.

The planning tool asks questions about the number of users that will be leveraging Lync and specific workloads you plan to implement for users, such as IM/presence, conferencing, and Enterprise Voice. In the Enterprise Voice questions, the planning tool asks for details about response groups and Microsoft Exchange Server Unified Messaging usage (Exchange 2010 and Exchange 2007 are both treated the same in the planning tool). When you've answered all the questions, the tool generates a Visio output, as Figure 2shows. The diagram is high-level conceptual view of the Lync 2013 environment based on the answers you provided to the planning tool.

Figure 2: The Lync Server 2013 Planning Tool Site Topology page

Lync Server 2013 Planning Tool Reporting

The Lync Server 2013 Planning Tool reports section is my favorite area of the tool. After you've gone through the deployment wizard and view the site topology that you created, you can click the Edge Admin tab to get to the reports page. This is where everything comes together: The tool provides you a rich, full set of reports that makes the deployment of your Lync 2013 environment easier.

The Edge Admin Report contains a suite of reports that provide details about what you'll need for certificates, DNS, and Firewall ports. The following are the reports the tool creates:

Figure 3: The Lync Server 2013 Planning Tool Certificates Report

Figure 4: The Lync Server 2013 Planning Tool DNS Report

Figure 5: The Lync Server 2013 Planning Tool Firewall Report

Figure 6: The Lync Server 2013 Planning Tool Summary Report

The planning tool provides you with reports that you can print, export, or save away and leverage for your Lync 2013 deployment. A nice nuance of the reporting is the editing capability. On the Edge Network Diagram tab, you have the ability to edit information such as IP addresses or FQDNs of the servers to fit your environment. Also, the DNS Report details practically all the DNS SRV and A records that you'll need in the deployment from internal and external (public) records.

Final Recommendation

I'm a big fan of the planning tool and the new version didn't disappoint. The end goal of the planning tool is to give customers a starting point and a reference to get going with the Lync 2013 planning and design process. The one big piece of advice I give to all my clients is to walk through the planning tool a few times before you begin your planning process. Using the tool puts you in the right mindset for the questions you have to ask to have an effective Lync 2013 planning discussion later on.

You can find more information about using the Lync Server 2013 Planning Tool in the Microsoft article "Designing the Topology by Using the Planning Tool," []and the tool itself is a free download from the Microsoft Download Center.

Learn More: Lync Server 2013 Deployment Scenarios