Module 9

Implementing Persistent Chat in

Skype for Business 2015
Module Overview

Designing a Persistent Chat Server Topology

Deploying Persistent Chat Server
• Configuring and Managing Persistent Chat
Lesson 1: Designing a Persistent Chat Server
Topology

Overview of Persistent Chat Server

Persistent Chat Server Components
Single-Server Topology Options
Multiple-Server Topology
Persistent Chat Server Infrastructure
• Organizational Requirements for Implementing
Persistent Chat Server
Overview of Persistent Chat Server
 Persistent Chat Server Components

Skype for Business Skype for Business SQL Server

Front End Persistent Chat
Server
Persistent Chat store
Persistent Chat
Persistent Chat
Web Services
service
for File Upload Persistent Chat
and Download compliance store

Persistent Chat
file store
Persistent Chat Persistent Chat
Web Services for Compliance
Chat Room service Optional
Management (optional)

File store
 Single-Server Topology Options

Option 1: Option 2: Option 3:

Persistent Chat Server Persistent Chat Server Persistent Chat Server
collocated with Standard role on dedicated Standard role on Dedicated Enterprise
Edition server Edition server Edition server

Standard Enterprise
Edition Edition
Front End pool

Standard Edition
Standard Stores Enterprise
Front End
Edition Edition
and
Persistent Persistent
Persistent
Chat Server Chat Server
Chat Server
and
Stores
Optional

Stores Stores
SQL Server SQL Server
Multiple-Server Topology
AD DS
Front End Server
File store Central
Management
Store (CMS)

Persistent Chat Persistent Chat Persistent Chat

Server A Back End Server Server B

Persistent Persistent Chat store

Persistent
Chat service
Chat service

Persistent Chat
Persistent Chat Persistent Chat
compliance store
Compliance Compliance
service service

(Optional) (Optional) (Optional)

 Persistent Chat Server Infrastructure

• The number of servers depends on the topology:

• Single server (collocated or stand-alone)
• Up to eight multiple servers (four active and four inactive)

• Same hardware and software requirements as the

front-end, back-end, and Standard edition servers
• Persistent Chat and Persistent Chat compliance stores
can be collocated or installed on separate SQL Servers
• Microsoft Message Queuing is also required
Organizational Requirements for Implementing
Persistent Chat Server
Consider the following key questions:
• Which types of workers will benefit most from Persistent
Chat?
• What is the total number of provisioned users versus
connected users and endpoints?
• Do you need to migrate from Group Chat Server?
• Are there compliance and regulatory requirements?
• How do you want to control scopes, ethical walls, and
access?
• How do you want to control who creates rooms?
• How do you want to create rooms?
• What kind of add-ins do you want to allow?
• Are high availability and disaster recovery required?
Lesson 2: Deploying Persistent Chat Server

Scoping Membership and Ethical Walls

Best Practices for Chat Room Design
Add-Ins for Persistent Chat
The Persistent Chat Server Deployment Process
• Demonstration: Deploying a Single-Server
Topology
 Scoping Membership and Ethical Walls

User roles Administrator roles Categories

R&D
Creator Persistent Chat
administrator

Manager Skype for Business

Server administrator

Member Non-Microsoft developers

and partners

Presenter Marketing
Best Practices for Chat Room Design

• Quantify the size of chat rooms:

• Small = 30 concurrent users
• Medium = 150 concurrent users
• Large =16,000 concurrent users
• Use groups to help limit the number of ACLs that are
created for all chat rooms
• Limit the number rooms that are configured to send
invitations
• Monitor chat room performance metrics
• Determine if ethical walls are necessary
• Determine if all users in a category will be creators
• Use meaningful names and descriptions for chat rooms
• Run Set-CsPersistentChatConfiguration to specify the
RoomManagmentUrl for custom workflows
Add-Ins for Persistent Chat

Steps to deploy a Persistent Chat Server add-in:

1. Identify an add-in or optionally develop one by

using the Lync Server 2013 Persistent Chat SDK
2. Create a new add-in object:
New-CsPersistentChatAddin
3. Associate the add-in with a Persistent Chat
room:
Set-CsPersistentChatRoom
4. Test the functionality from the Skype for
Business client
The Add-In User Interface
The Persistent Chat Server Deployment Process

The deployment process for Persistent Chat Server

includes the following tasks:
• Define and publish a Persistent Chat topology
• Verify that the prerequisites are met
• Deploy Persistent Chat Servers
• Configure administrators
• Verify the Persistent Chat Server installation
Demonstration: Deploying a Single-Server
Topology

In this demonstration, you will learn how to:

• Define and publish a Persistent Chat topology
Lab A: Designing and Deploying Persistent Chat
Server

Exercise 1: Configuring the Topology for Persistent

Chat Server
Exercise 2: Installing Persistent Chat Server
• Exercise 3: Registering a New Add-In

Logon Information
Virtual machines: 20334A-LON-DC1, 20334A-LON-RTR,
20334A-LON-SFB1, 20334A-LON-SFB2,
20334A-LON-PCH1, 20334A-LON-SQL1,
20334A-LON-SQL2, 20334A-LON-CL1,
20334A-LON-CL2
User name: Adatum\Administrator
Password: Pa$$word
Estimated Time: 30 minutes
Lab Scenario
A. Datum Corporation has a large and highly distributed sales force.
Although Skype for Business provides them with excellent real-time
communications, a number of sales representatives have missed
critical communications from management. After some analysis, it
was determined that Persistent Chat rooms will allow all sales team
members to keep up to date with critical communications and
respond to communications that they did not receive in real time.
The Persistent Chat Server solution must adhere to the organization’s
policy on preserving electronic communication. The information must
be discoverable by the Human Resources department and legal
counsel. As the Skype for Business Server administrator, you have been
tasked with defining a topology for Persistent Chat and deploying a
new Persistent Chat Server to meet all of the organizational
requirements.
Additionally, your Information Technology (IT) department director
also requested that you create a monitoring add-in for Persistent Chat
so that the IT team can support the Skype for Business solution at
A. Datum.
Lab Review

True or False: Persistent Chat Server can be

collocated on a stand-alone Enterprise Edition
Skype for Business Server.
• A. Datum acquires another company that has
30,000 users. You need to extend the Persistent
Chat infrastructure to support all of the new users.
What is the fastest way to accomplish this based
on the current infrastructure?
Lesson 3: Configuring and Managing Persistent Chat

Managing Persistent Chat Policies

Configuring Persistent Chat Categories
Configuring Persistent Chat Configuration Policies
Creating Chat Rooms
Managing Chat Rooms
• Configuring the Compliance Service
 Managing Persistent Chat Policies
Global

Site

Pool

User

Global:
Set-CsPersistentChatPolicy -Identity "global" -EnablePersistentChat $True

Site:
New-CsPersistentChatPolicy -Identity "site:HQ" -EnablePersistentChat $True
Pool:
Use Skype for Business Server Control Panel:
1. Click Persistent Chat
2. Click Persistent Chat Policy
3. Click New, and then click Pool Policy
User:
New-CsPersistentChatPolicy -Identity ITPolicy -EnablePersistentChat $True
Configuring Persistent Chat Categories
Configuring Persistent Chat Configuration Policies

New-CsPersistentChatConfiguration

Set-CsPersistentChatConfiguration
Creating Chat Rooms

New-CsPersistentChatRoom
Managing Chat Rooms
Managers Administrators
Create Chat Rooms
Name/Rename Rooms
Edit descriptions
Change privacy settings
Change members of chat rooms
Configure invitations
Change managers of a chat room
Configure add-ins for a chat room
Assign a category to a chat room
Disable a chat room
Enable a disabled chat room
Delete a chat room
Restore deleted chat rooms
Delete a message from a chat room
Clear history from a chat room
Managing Chat Rooms with Windows PowerShell
Configuring the Compliance Service
Lab B: Configuring and Using Persistent Chat

Exercise 1: Configuring Chat Rooms and Policies

Exercise 2: Validating a Persistent Chat Deployment
• Exercise 3: Troubleshooting Persistent Chat

Logon Information
Virtual machines: 20334A-LON-DC1, 20334A-LON-RTR,
20334A-LON-SFB1, 20334A-LON-SFB2,
20334A-LON-PCH1, 20334A-LON-SQL1,
20334A-LON-SQL2, 20334A-LON-CL1,
20334A-LON-CL2
User name: Adatum\Administrator
Password: Pa$$word
Estimated Time: 60 minutes
Lab Scenario

A. Datum wants to create an ethical wall between

the Sales team and the rest of the organization.
A. Datum also requires that information and
activities that occur in the chat rooms are tracked
and stored in a separate database. A. Datum has
deployed Persistent Chat Server to meet its
corporate and legal requirements. You will need
to implement the appropriate categories, assign
user roles, create chat rooms for the Sales team,
and test this solution to make sure that
organizational requirements are met.
Lab Review

What is the purpose of a category in

Skype for Business Server Persistent Chat?
• When you create a new chat room, which of the
following tools can you use?
Module Review and Takeaways

• Best Practice
• Common Issues and Troubleshooting Tips
• Review Question
• Real-world Issues and Scenarios
• Tools