Difference between Open and Closed Federation in Lync Server 2010/2013

One of the features that Lync has and customers like is the ability to federate with another company. This post will focus only on Lync to Lync or Lync to OCS federation. Usually, Lync administrators don’t know if they have an open or closed federation – why is that so? Because it’s only a matter of checking a box and the description isn’t really helpful.

So, how do we know if we have an open federation? Simply open your Lync Control Panel, then Federation and External Access -> Access Edge Configuration and double click Global:

ocfederation01

If Enable partner domain discovery is checked, it means the federation is open. Using PowerShell, check if the EnablePartnerDiscovey is set to True with:

Get-CsAccessEdgeConfiguration

ocfederation02

To close the federation you need to remove the Enable partner domain discovery checkbox in the Lync Control Panel or run the cmdlet:

Set-CsAccessEdgeConfiguration -UseDnsSrvRouting -EnablePartnerDiscovery $False

Make sure that Lync replication is working to all Lync servers. We can go to replication with:

Invoke-CsManagementStoreReplication

And check the replication with:

Get-CsManagementStoreReplicationStatus

ocfederation03

In the Lync Control Panel, we can also check the replication status:

ocfederation04

With a closed federation we need to manually configure each allowed sip domain:

ocfederation05

And fill with the right parameters:

ocfederation06

We can leave the Access Edge Service (FQDN) empty, in this case we need to make sure that the SRV DNS _sipfederationtls._tcp.<sip domain> exists. This can be achieved in a Command Prompt or PowerShell:

nslookup -type=srv _sipfederationtls._tcp.lync2010.uclobby

Even if we close the federation, it’s really important to leave the SRV record _sipfederationtls._tcp.<sip domain> in the external DNS. Thus, if we allow a partner that has already an open federation, our partner doesn’t need to change his configuration.

Last reminder: there is a list of companies that use OCS/Lync, so feel free to add yours:

Lync Federation Directory