Enable site configuration

Site configuration is disabled by default. Enable site configuration for an administrator user as follows:

Step 1 - In the Verba Web Interface go to Users / Roles.

Step 2 - Select the role from the list (for example, System Administrators).

Step 3 - On the Role Permissions tab, scroll to Administrative Permissions / Operation and Maintenance.

Step 4 - Change the Site Configuration option to Read, Update, Create, Delete to grant full permission to sites configuration.

Step 5 - Click on Save to save the new role configuration. Users with this role assigned will have access to site configuration after the next login.

Site and site group configuration

Creating a new site

To add a new site, follow the steps below:

Step 1 - In the Verba Web Interface go to System / Sites.

Step 2 - Click on the Add New Site link on the top right.

Step 3 - Enter a unique Name for the site. If you are using Active Directory synchronization, the system can automatically assign users to sites based on a selected AD attribute. Make sure the name of each site exactly matches that used in your Active Directory.

Step 4 - Click Save.

Step 5 - Adding users, extensions and servers to the site, see below.

Creating a new site group

Site groups can have multiple sites where each site can be configured as a Primary or a Backup (Secondary) site. In the case of 2N recording, the Primary recorder always tries to redirect to another recorder on a Primary site.

To add a new site, follow the steps below:

Step 1 - In the Verba Web Interface go to System / Site Groups.

Step 2 - Click on the Add New Site Group  link pon the top right.

Step 3 - Enter a unique Name for the site group.

Step 4 - Click Save.

Step 5 - Assign sites to the site group on the Assign Sites tab. Select a site from the Available Sites list, select the priority of the site from the drop-down list and then press Add.

Step 6 - Repeat the previous step for each site you want to add to the site group.

Step 7 - Click Save.

Assigning users to sites and site groups

By assigning users to sites or site groups, the system will record the conversations of the users on the servers assigned to the same site or site group. The user assignment automatically assigns the associated extensions of the users to the site or site group. There is no need to add extensions individually. 

A user can be assigned to a single site or site group.

Users can be added to sites or site groups in the following ways:

• Using the site or site group configuration screens
• Using the user configuration page
• Using Active Directory synchronization, a new site or site group attribute can be configured which maps to an AD field (based on the name of the site or site group)

Assigning users on the site or site group configuration page

To assign a recorded user to a site on the site configuration page:

Step 1 - In the Verba Web Interface go to System / Sites or Site Groups.

Step 2 - Select the site or site group, which the user(s) will be added to, from the list.

Step 3 - Click on the Adding Users tab.

Step 4 - Enter the name of the user in the Search Users input field. The system will automatically filter the list of users after entering the first characters. Select the user from the list.

Step 5 - Repeat the previous step for each user you want to add to the site or site group.

Step 6 - Click Save.

Assigning users by Active Directory synchronization

To assign a recorded user to a site or site group using Active Directory synchronization, follow the steps below:

Step 1 - Create a new Active Directory Synchronization Profile under Users / Active Directory Synchronization or modify an existing one. Follow Active Directory synchronization for more information.

Step 2 - In the Active Directory Synchronization Profile configuration, define the Active Directory attribute, which will be mapped to sites or site groups, under Synchronized AD Attributes Mapping / Site Attribute. The mapping is based on the name of the sites or site groups. If the AD attribute contains a site or site group that is not configured in the system, the AD synchronization process will automatically create a new site and assign the user to it.

Step 3 - Alternatively, select a site or site group from the Site drop-down list which will be used when the Site Attribute is not set up or the attribute is not filled in for a user in the AD.

Assigning recorded extensions to sites or site groups

The user assignment automatically assigns the associated extensions of the users to the site or site group.

An extension can be assigned to a single site or site group. Extensions can be added to sites or site groups in the following ways:

• Using the site or site group configuration screens
• Using the extension configuration page

To add recorded extensions (lines/URIs/User IDs) to a site or site group on the site or site group configuration page:

Step 1 - In the Verba Web Interface go to System / Sites or Site Groups.

Step 2 - Select the site or site group, which the extension(s) will be added to, from the list.

Step 3 - Click on the Adding Extensions tab.

Step 4 - Enter the extension in the Search Extensions input field. The system will automatically filter the list of extensions after entering the first characters. Select the user from the list.

Step 5 - Repeat the previous step for each extension you want to add to the site or site group.

Step 6 - Click Save.

Assigning servers to sites

Servers can be assigned one by one to one or more sites (not site groups) in the following ways:

• Using the site configuration screens
• Using the server configuration page

To add server(s) to a site on the site configuration page.

Step 1 - In the Verba Web Interface go to System / Sites.

Step 2 - Select the site, which the server(s) will be added to, from the list.

Step 3 - Click on the Assing Servers tab.

Step 4 - Select one or more servers from the list and click on the >> button to assign them to the site.

Step 5 - Click Save.