I recently had the lovely experience of setting up the monitoring role for Lync 2010.  In doing so, I documented the steps I took to successfully deploy the Monitoring Server Reports Services.

Before beginning, here are a few notes:

• Ensure you are using Microsoft SQL Server 2008 x64 Standard or greater (if you need to upgrade, see the following tutorial: SQL Server 2008 R2 – Updating a msSQL instance/server)
• You have deployed Lync 2010 Standard or Enterprise
  • Both versions allow you to add this service

Alright, so lets begin!

1. Our first step is to install the "Reporting Services" feature for SQL Server 2008
2. Open up the Reporting Services Configuration Manager
3. Enter the SQL Server Reporrting Services instance you want to connect to
4. Click Web Service URL
5. Enter the virtual directory name, port, and configure your SSL certificate
6. Click Apply
   1. Note: If you had IIS on this box, you will need to choose different port numbers
7. Open up Microsoft SQL Server Management Studio
8. Login to your SQL server and create a new service account for your SQL server
   1. Make a sysadmin for the time being
9. Head back over to the Reporting Services Configuration Manager
10. Setup the Database Name and select the language.
11. Leave Native Mode selected and click Next.
12. Enter the same credentials on the Credentials step and click Next
13. Click Next on the Summary pane
14. Click Finish
15. Go back to your SQL Server and deprivilege your account
    1. Uncheck sysadmin and Set the default database to ReportServer
16. Click on the Report manager URL in the reporting Services Configuration Manager
17. Click Reports if you are happy with the /Reports directory
18. Once you have clicked Apply, verify you can view the website by clicking on the link it shows (it should bring you to a site that kind of reminds you of an old version of sharepoint :P)
19. Go to your Lync Front End server and run the Lync Server Topology Builder program (Start->All Programs->Microsoft Lync Server 2010->Lync Server Topology Builder)
20. Upon login, check "Download Topology from existing deployment" and click OK
21. Save the topology to your desktop when prompted (or anywhere else, doesn't really matter)
22. Expand your Site, and click on the Monitoring Servers folder
23. Right click on Monitoring Servers and select New Monitoring Server...
24. Enter in the server to install the role on
25. Enter the SQL server name/instance to use
26. Finish the installation
27. Head over to the server where you are going to install the Monitoring/Archieving role
28. Open up the Lync Server 2010 - Deployment Wizard (run as administrator)
29. Click on Install or Update Lync Server System
30. Click on Setup or Remove Lync Server Componenets
31. Let it install/configure all of its stuff
32. Click on Run next to Server Status (Optional)
33. Verify Lync Server Call Detail Recording and Lync Server QoE Monitoring Service services have been started (start them if they aren't running)
34. Go back to the Lync Server 2010 deployment wizard homepage and click on Deploy Monitoring Server Reports
35. The server information should already be prefilled in. Click Next
36. Enter in the SQL credentials needed to connect in
    1. For this step, I would recommend creating the account yourself (A good tutorial I came across on doing this can be found here, but I have summarized the steps below):
       1. Head over to Active Directory and create a new user
       2. Head over to the SQL Server
       3. Right click on Security->Logins and click New Login...
       4. Enter in your AD account you just created
       5. Click on User Mapping
          1. Check both the LcsCDR and QoEMetrics databases
       6. Click OK
          1. Do the following for both the LcsCDR and QoEMetrics databases
             1. Expand the database, expand Security, export Users
             2. Right click on the user you mapped to the database and click Properties
             3. Check ReportsReadOnlyRole and click OK
37. Enter in the User Group you want access to run reports.
    1. This group is a list of users who have access to actually run the reports/will point and click on reports.
38. Click Next, you should notice the following info when it starts configuring, that is normal:
    1. The following URL will be used for deployment: https://myserver.mydomain:443/ReportServer SQL Server logon credentials for "mydomain\myuser" already exist. Use the existing logon credentials. "[QoEMetrics]" role "[ReportsReadOnlyRole]" has already assigned to "mydomain\myuser". "[LcsCDR]" role "[ReportsReadOnlyRole]" has already assigned to "mydomain\myuser".
39. Click Finish (Assuming all went OK) 🙂
40. Head over to your Lync admin panel (web GUI)
41. Click on Monitoring and Archiving
42. Select Global and click on Action and select Enable CDR
43. You can change any other settings in here to your preference at this point.
44. Head over to your reports page. https://yourdomain/ReportServer
45. Click on LyncServerReports
46. Click on Reports Home Page

If you see the Monitoring Server Reports page with the Lync 2010 logo in the top left corner, get up, celebrate, and pat yourself on the back! 🙂

Other thoughts: The first time I deployed this, I ran into a ton of errors.  I have documented many of these issues and other issues that you might run into during your deployment.  Hopefully you don't run into any, but if you do, hopefully they help you get up-and-going again.

Lync 2010 – Publishing the topology error: Missing Machine

SQL Server 2008 R2 – Reporting Services Configuration Manager – Create certificate binding failed – HRESULT: 0×80040238

SQL Server 2008 R2 – Reporting Services Configuration Manager – The underlying connection was closed: Could not establish trust relationship for the SSL/TLS secure channel.

Lync 2010 – The feature: “Customizing security roles” is not supported in this edition of Reporting Services.

Lync 2010 – Cannot impersonate user for data source ‘CDRDB’. (rsErrorImpersonatingUser) error