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Table of Contents

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  • The recorder services (Unified Recorder Service, Passive Recorder Server, etc.) do not attempt to write the metadata to the database during recording. The services create the metadata XML files on the disk as in the normal mode.

  • The Storage Management Service uses the local configuration to upload the data (media + metadata files) to a preconfigured storage target (any SMB storage medium or Azure File/Blob storage accessible from the cloud)

  • On the on-premise Application Servers (Media Repositories), the Import Service downloads (media + metadata files) and import the data from the cloud storage target.

  • On the on-premise Application Servers (Media Repositories), the Storage Management Service uploads the media files to the final storage target, just like the Storage Management Service does on an on-premise Recording Server.

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  • Since the database records are only inserted after the recording is finished and the data is downloaded and imported, features related to ongoing calls are not available:
    • No ongoing recordings
    • No on-demand recording
    • No controlled recording
    • No silent monitoring
  • Data management policies cannot be applied to the external Recording Server, the Storage Management Service can only support uploading all data to the pre-configured storage target.
  • Encryption and signing can be optionally configured. 
  • Upload related features, such as retention period configuration, and voice quality checks are not supported on the external Recording Server. However, these features can be enabled once the data is imported.
  • Alerts cannot be directly inserted into the database (via the database API on the Application Servers/Media Repositories), instead, the alerts can be uploaded to the cloud storage target and imported by the Import Service in the same way as recordings. Alternatively, other alert targets can be used such as SMTP, SNMP.
  • Shared server configurations are not supported

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  • When prompted for the SQL Server Connection, uncheck the Enable SQL Server connection setting which will disable the SQL Server connection on the server.
  • When prompted for the Server Certificate, you cannot generate a certificate using the Application Server/Media Repository because usually there is no connection with the Web Application. Instead, the server certificate has to be generated in advance and uploaded to the server manually before the installation runs.
  • When prompted for the node registration, check the Skip API user check option to skip the server registration into the database.

Configuring an external Recording Server

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Step 2 - Click on the Change Configuration Settings tab and navigate to System / External Recording Server and set it to Yes

Step 3 - Save the changes by clicking on the  icon.

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Step 2 - Click on the Change Configuration Settings tab and navigate to Storage Management / Upload.

Step 3 - Verify that the Policy Based Uploading Enabled setting is set to No.


Step 4 - Select the type of storage target which will be used for the upload under Non-Policy Based Upload Target. Note: not all types of storage targets are supported for non policy based upload. 

Step 5 - Optionally, configure encryption and/or signing for the files under Non-Policy Based Upload File Encryption Certificate and Non-Policy Based Upload File Digital Signature Certificate. You need to configure the thumbprint of the certificates which are already configured in the system. The certificates must be uploaded to the Windows Certificate Store of the external servers. The import process will recognize the thumbprint information and store it in the database records accordingly. For more information, see Encryption and integrity protection.


Step 6 - Under Storage Targets configure the upload target you want to use for the upload. This is the storage target that will be used to import the data. Make sure you have the right storage target type selected in Step 4.

Step 7 - Save the changes by clicking on the  icon.

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Step 2 - Click on the Change Configuration Settings tab and navigate to System Monitoring / API Connection.

Step 3 - Set the Upload Alerts setting is to Yes.

Step 4 - Save the changes by clicking on the  icon.

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