Set Up Unified Messaging


Applies to: Office 365 for enterprises

Topic Last Modified: 2011-11-23

To deploy Unified Messaging (UM) in the cloud using the Exchange Control Panel, you need to:

What information do I need to set up UM?

To set up UM, first make sure your telephone system is set up to connect securely to public IP networks. Use a session border controller (SBC) to increase the security of the connection. Here’s how: Integrate UM with a Telephone System.

Then, gather the following information about your physical telephone system:

  • The telephone system type: Telephone extension (Telex), E.164, or SIP URI

  • The length of extensions

  • The main operator extension

  • The public switched telephone network (PSTN) trunk access number

  • For UM dial plans that support Telex and E.164 systems only, you need the FQDN of the system that's going to route your telephone calls to UM. This system can be an IP PBX or a SBC that connects to a PBX and IP gateway.

If you want to set up caller ID and allow users to call out, you also need the following information:

  • The number formats for outgoing in-country/region and international calls

  • The number formats for caller ID on incoming calls

  • Dial codes

How do I set up UM?

When you set up UM, you are specifying how UM connects to your telephone system and how your telephone system connects with UM.

  1. Create a UM dial plan for your telephone system   Use the information you've gathered to create and configure a new UM dial plan that works with your telephone system. Here's how:

  2. Create a connection between UM and your telephone system   If your new UM dial plan is a Telex or E.164 dial plan, create a UM IP gateway and hunt group to connect UM and your telephone system:

    1. Create and then configure a new UM IP gateway to connect your dial plan to your physical telephone system. Here's how:

      •   Create a New UM IP Gateway

      •   Configure a UM IP Gateway

    2. Configure your telephone system to forward calls to and accept calls from the new UM IP gateway. (Your telephone system can be a PBX, IP PBX, SBC, or VoIP gateway.) Here's how: Forward Calls from Your Physical Telephone Device to UM

    3. If you selected a UM dial plan when you created your UM IP gateway, a hunt group should have been created for you. Open the Details page of your new UM dial plan, scroll down to UM Hunt Groups, and verify that a hunt group listed. If there isn't one, create one for your UM dial plan and UM IP gateway. Here's how: Create a New UM Hunt Group

How do I enable UM for a user?

After the communication between UM and your telephone system is working, you're ready to enable UM for the user mailboxes that use the extensions covered by the UM dial plan and UM mailbox policies. First, you set the policies to apply to these user mailboxes, and then you enable UM on the user mailboxes.

  1. Create or edit UM mailbox policies for user mailboxes   UM automatically creates a default UM mailbox policy when you create a UM dial plan. To set the policies you want to apply to your UM-enabled users, you can edit the default UM mailbox policy or create a new one. Here's how:

  2. Enable UM for a User Mailbox   Enable UM on the mailboxes for the users who will be using UM.

How do I verify that UM is set up correctly?

What else can UM do for me?

UM has the following additional features that aren't required to have a working unified messaging system but can enhance the functionality and manageability of your UM deployment:

  • Manage Outdialing   You can control what numbers callers in your UM system can dial. This can help you manage long-distance charges. You control outdialing in UM with dialing rules.

  • Set Up and Manage a Unified Messaging Auto Attendant   You can set up UM auto attendants to automatically answer calls to your organization and allow callers to select their own options using the keys on their telephone.

  • Run Reports about Unified Messaging Calls   UM reports help you identify audio quality issues with your UM deployment, and get data on the calls UM is handling in your organization.

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