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Step 6. Configure Call Authorization

Topic Last Modified: 2009-05-06

Configuring call authorization consists of defining phone usage records and voice policies.

  • Phone usage records are named classes of calls (for example, local, long-distance, or international). Phone usage records are assigned to both routes and users for the purposes of specifying call authorization. For details, see Step 7. Configure Outbound Call Routing.
  • Policies are named sets of phone usage records. Policies are used to assign call privileges to users.

You can define either a single global policy that applies to all users, or you can define multiple policies and assign them variously to individuals and groups of users. However, if you specify a global policy, you cannot also assign additional policies on a per-user basis.

Before you configure call authorizations for your organization, we recommend that you read Integration with Exchange Server Unified Messaging in the Planning and Architecture documentation.

You configure call authorization using the Office Communications Server 2007 snap-in for MMC.

To create a phone usage record

  1. On a Front End Server, click Start, point to Programs, point to Administrative Tools, and then click Office Communications Server 2007.

  2. Right-click the Forest node, point to Properties, and then click Voice Properties.

  3. On the Phone Usages tab, click Add to create a new phone usage record.

  4. In the Add Phone Usage Record dialog box, type a unique name in the Name box, and then type an optional description of the record in the Description box.

  5. Continue adding phone usage records as needed, and then click OK.

  6. Repeat steps 3 through 5 to create additional phone uses, and then click OK.

Creating a Voice Policy

Note

A voice policy is a named set of phone usage records. The recommended way of creating a voice policy is to create the appropriate phone usage records first, create the policy next, and then add the appropriate phone usage records.
As an alternative, you can create one or more policies and add the phone usage records later. However, if you forget to add the phone usage records and then apply the policy to one or more users, the policy will have no effect whatsoever.

To create a voice policy

  1. On a Front End Server, click Start, point to Programs, point to Administrative Tools, and then click Office Communications Server 2007.

  2. Right-click the Forest node, point to Properties, and then click Voice Properties.

  3. On the Properties dialog, click the appropriate tab for the task you want to perform.

  4. On the Policy tab, click Add.

  5. In the Add Policy dialog box, type a name in the Policy name box.

  6. Do one of the following:

    • If you want to enable simultaneous ringing of phones to this policy, select the Allow simultaneous ringing of phones check box.
    • If you want to disable simultaneous ringing, clear the Allow simultaneous ringing of phones check box.

    Note

    Simultaneous ringing is not supported in Private Branch Exchange (PBX) coexistence scenarios.

  7. Click Configure to add phone usages to the policy.

  8. In the Configure Phone Usage Records dialog, select a phone usage from the Available list, and then click the right arrow to add the usage to the Configured list.

  9. Continue adding as many phone usages as you like.

    Note

    If you want to remove a phone usage from the list of Configured phone usages, select the policy and then click the left arrow button. If you want to change the order in which the policies are processed, select a policy and then click Up or Down to move it to the desired position.

  10. Click OK, and verify that the phone usages you added now appear in the list of Phone usage records in the Add Policy or Edit Policy dialog boxes.

  11. Click OK.

To select a global voice policy

  1. On the Policy tab, open the Global policy list, do one of the following:

    • Select a policy.
    • If you do not want to select a global policy, select Use per user policy.
  2. Click OK.