Office Communication Server 2007 for a Small Business?
So i’ve been playing with Office Communication Server 2007 to pass time. Thanks to the Microsoft Partner Licensing Program we can use this software internally, in production, without paying anything.
After playing with it in VMs for a few days, I decided to deploy it internally. Of course, the current deployment is not very integrated – our PBX is years old, and we have no chance to get any decent sort of integration, and we’re not yet on Exchange 2007 (though this is planned). As such, I didn’t expect to much usefulness out of. Boy, was I wrong.
OCS 2007 is several products in one, and it has a few drawbacks in a small business deployment (because it was designed for bigger environments). The price of the product isn’t prohibitive for a small business – 1500 CHF for the server, and 100 CHF per CAL (for Standard versions – the Enterprise versions are more expensive).
So, what features can one expect from OCS2007?
Services
Instant Messaging
One of the OCS2007 functions is an internal Instant Messaging server, with all the standard features you probably already know from ICQ, MSN et al. This part could easily provided by using e.G. an internal Jabber server and a Windows Jabber client like Pidgin. So why use OCS2007 for instant messaging? The reason is easy: Integration. The server software integrates into your Active Directory environment. You extend the AD schema, and all the user information is stored directly in Active Directory, with no need to maintain yet another user database. While that’s an advantage, it not much of a selling point (because the CEO usually doesn’t care if need 3 more minutes to add a user).
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So let’s talk about integration on the client. After installing Office Communicator (the IM/VOIP client for OCS) on the client, you will notice full IM integration into Outlook, see the status of all the recipients and senders of the mail. This is a very nice feature, because it offers you information at a glance, without having to open the IM GUI to see whether someone is available for a quick follow up or not. But it gets better: this Integration also works in Sharepoint Services 3.0 and MOSS 2007. Also, the Unified Messaging part of Exchange Server 2007 integrates nicely into OCS 2007. You can check your voicemail using OCS 2007, with a fully graphical interface (similar to how the iPhone handles it’s voicemail)
Besides the ability for instant messaging, there is another very important feature – at least in our company: availability and presence. We have a HQ and a branch office, and our HQ is split over three floors. So usually it’s not easy to tell if someone is at his workplace or not. While Outlooks calender helps to establish the general whereabouts of a person, its not at-a-glance, and it doesn’t help if the person just isn’t at his desk (for whatever reason).
Office Communicator sets your presence to away at the instant you lock your machine, which people do when they walk away from their desk. As such, you can tell whether someone is currently working at his desk or not. This is very cool, and helps to save time on unnecessary phone calls to which no one answers.
There’s also a web client – Office Communicator Web Access. At the first glance, it is indistinguishable from the full desktop client, so the web interface is very nicely done.
Voice over IP (SIP)
OCS 2007 is also a fully blown VoIP solution. I can’t talk about this part too much – i haven’t worked with the mediation server or more enterprise VoIP integration (as said, our PBX doesn’t support that).
The Softphone client, integrated into the Office Communicator works nicely though, the voice quality is normal, and we didn’t have much problems using it over WAN lines.
You can also connect hardware IP phones to OCS2007, which should work with standard SIP phones – not having one, i didn’t test this. There are some very nice looking OCS specific IP phones out there.
Live Meeting
I’ve attended a few Webcasts done using Live Meeting 2005. With OCS 2007, you can now host Live Meetings (using the 2007 client) directly in your company, with no need for any hosted services. This feature might not be terribly useful if you’re working for a single-location Small Business, but it can be a timesaver when spread across the country (or world). Live Meeting also integrates into Outlook (see the above screenshot).
It works flawlessly, and i had few problems using Live Meeting. Didn’t really deploy this into production yet, though.
And more
OCS 2007 can also do a lot more stuff than i mentioned here. Most of this, like CDR and Archival is not necessary (or financially viable) in Small Businesses, so I didn’t invest too much time.
Drawbacks
So, what are the drawbacks of OCS 2007 in a Small Business? The main point i see here is that you need at least three servers – a Standard Server (hosting all the services), a mediation server for connecting to your PBX, and an Edge server offering internet connectivity. These are at least three OS instances that need to be maintained. Add to that the cost of either a proper virtualization server, or a few 1U boxes, and you’ll get into unviable price regions pretty soon.
For basic functionality, you can leave both the Mediation and the Edge server away. This means no integration with your PBX, and no external access to your server – at least in theory.
If you just need external access to IM, you can create appropriate SRV records in your public DNS, and forward port 5061. This will not result in a clean service, but it’s better than nothing. But without a proper edge server, you won’t be able to access other IM networks. Not cool.
Microsoft should really make single-server deployment possible, but probably we’re too small of a market to make this financially viable.
So what’s my conclusion? If you’re an SMB, give OCS2007 a try. It’s a very cool software, and the basic IM functionality isn’t that expensive.

IT guy:
OCS 2007 is cool, but as you mentioned the requirements for hardware and licensing expand rapidly.
You will need an enterprise license for your standard server for multi view video conference and application sharing.
Also, for federation with IM you will need additional licensing or you wont be able to IM yahoo, aol, or msn.
Also, for REMOTE user access to IM to a federation partner you may need TWO edge servers since a single edge server cannot take on the role of federation/access role AND allow REMOTE users to communicate to federation partners. I am still researching this; any answers on this would be helpful.
10. November, 2007, 08:11Lukas Beeler:
As far as i can tell, all Edge server roles can be consolidated on a single machine, see:
Edge Deployment Guide
10. November, 2007, 16:37Sean Goss:
Hi All
I was wondering if any body had any experiance with the new Microsoft response point and ocs2007. I run a computer consultant firm http://www.crowncomputers.com . I am thinking about doing phones now , instead of the traditional infrasturutre stuff like servers and such . With Response point I am thinking it will a reaaly take all the phones and outlook and exchange and office commincator and bring them all togehter . So has any body any experiance with Respose point adn ocs2007?
9. December, 2007, 08:33Michael Slavitch:
Response Point is a standalone application that doesn’t integrate with Exchange nor OCS.
10. December, 2007, 20:44sean goss:
Thanks for clearing that up for me Michael.
Thats bogus, It does I know intergrate with outlook I have heard. I need to get my hands on it soon. I know you can get it at http://www.cmptel.com . Cheers all.
10. December, 2007, 21:20Steve Jones:
Yes, RP integrates with Outlook, and OCS integrates with Outlook, but OCS and RP dont currently interoperate at all. If you want OCS, then just use OCS for the phones too.. If all you’re looking for is phones, and you dont need the rest of OCS, then use RP.
13. December, 2007, 19:09Sarah Benett:
OCS 2007 has impressed me so far. Thanks for the write up.
15. February, 2008, 23:33Maria:
Hi, can you please help me know if OCS supports working in an environment using Think Clients / terminal services?
30. June, 2008, 23:37Lukas Beeler:
Maria,
The IM/Presence stuff works, but VoIP won’t.
3. July, 2008, 20:58Jorge Salinas:
Hey Guys,
I have Active Directory running over a Windows Small Business Server. The question is can I install OCS 2007 on a member Server of this domain?
Thank U,
Jorge
13. August, 2008, 17:44ThomForeman:
I have been impressed with OCS as well. The full install is a bit complicated but once up it makes remote offices or home offices easy.
You are right, you will need 3 servers and virtualization isnt supported yet.
Hi Jorge,
14. August, 2008, 21:52I know you can install it on a domain controller, we did.
Sumedha:
hi..
planning to deploy OCS 2007 in SBS 2008 environment… any previous experience would be highly appreciated !
Thanks !
19. February, 2009, 11:23Ray:
Has anyone had any experience with OCS 2007 and SBS 2008.
23. February, 2009, 13:59(as per Sumedha)
The OCS server will be a standalone box, but can this integrate with SBS 2008, with video conferencing.
Any complications with this set up?
ThomForeman:
Hi Sumedha and Ray,
2. March, 2009, 16:38I have not actually done it with an SBS environment but I do not see how it would be a problem. At this point make sure you installe R2, it has a lot more features and can completely replace your PBX at this point, it did ours. (No E911 still though).
If the box itself is WS2008, there is a little bit more features and roles that need to be installed (See the setup guides) but otherwise no problem.