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How to Deploy Lync 2013 Persistent Chat: A Step by Step Guide
For those of you who are familiar with deploying and/or managing Lync Server 2010 Group Chat, and plan on upgrading to Lync Server 2013, great news – the 2013 version of Lync Server is WAY better! The biggest change is that Persistent Chat Server is now a server role that can be collocated on a Standard Edition Front End server. Previously, Lync 2010 Group Chat was configured as a third-party trusted application for Lync Server 2010. Persistent Chat Server is also available with Lync Server 2013 Enterprise Edition as a separate pool (not collocated with the Enterprise Edition Front End Servers).
Persistent Chat Sever Requirements
Persistent Chat Server requires a SQL Back End in your Enterprise Edition pool to store chat room content and other relevant metadata. MS Best Practices recommends that you install the PersistentChatStore on a dedicated SQL Back End.
Deploying Persistent Chat
This guide will take you through the deployment process for Persistent Chat collocated with a Standard Edition Front End server.
Step 1 - Create Persistent Chat pool
Download a current copy of the Topology and save it. After that is complete, right click on Persistent Chat pools and select New Persistent Chat pool.
Step 2 - Define FQDN
For this installation we’ll want to select Single computer pool and the FQDN of a Standard Edition Front-End server that is already deployed.
Step 3 - Name the Persistent Chat Pool
Simply choose a name for the Persistent Chat pool. Select the default port, 5041, which is recommended, and make sure to check the box Use this pool as default for site <Site Name>.
Step 4 - Define SQL Server store
Define the SQL store for the Persistent Chat Server.
Step 5 - Define File store
Define the file store for the Persistent Chat Server. You can use an existing file store or define a new one…your call.
Step 6 - Publish Topology
Publish the Topology for these changes to take effect.
Step 7 - Install or Update Lync Server System using Lync Server Deployment Wizard
Next, launch the Lync Server Deployment Wizard and click Install or Update Lync Server System.
Select “Run” on Step 2 and select “Next.”
Click “Run” on Step 4 to start services.
Step 8 - Persistent Chat Policy
We’re almost done. Now, let’s hop over to the Lync Server 2013 Control Panel. Select the Persistent Chat tab > Then select the Persistent Chat Policy tab. Be sure to enable the feature by selecting the “Enable Persistent Chat” option.
Now we need to add a new category. Select the Category tab > Then select “New.” The newly created Persistent Chat Server should now be an option, let’s select it.
Fill out the remaining field, and be sure to add Allowed Members.
Step 9 - Create Chat Room
Let’s create a Chat Room in the newly created Category. This can be accomplished through PowerShell or directly within the Lync 2013 client.
Within the Lync 2013 Client, click the “Chat Rooms” icon and then click the symbol to the right . Select “Create a Chat Room”.
This will take you to My Rooms where you can manage chat rooms. You’ll be prompted to authenticate before gaining access to the site. To become the chat room administrator, you will need to be a member of the CsPersistentChatAdministrator security group or higher.
Step 10 - New Chat Room
Select Create a New Room and create your new chat room.
Once completed, go back to your Lync 2013 Client and select the “Chat Rooms” icon. Next select the “Member Of” field to view all rooms that your account has been provisioned for and select the room that you want to enter. You can also find rooms using the standard Lync 2013 client search feature.