Export policy
This article provides a description of the export data management policy. The system provides multiple options to export data from the platform. Export policies are recommended when large volumes of data have to be exported from the system on an ongoing basis. For more information on the available export options and their comparison, see Export.
The export policies are executed by the Storage Management Service on the Media Repository/Application Servers. The system also allows executing the export policies directly on the Recording Servers when the Direct Export option is enabled. The following table provides an overview of the 2 options:
| Export Policy | Direct Export Policy | |
|---|---|---|
| Place of execution | Media Repository / Application Server | Recording Server |
| Suitable for Large Volumes | Yes | Yes, recommended |
| Data Types and Source Platforms | Any | All Voice, Video, Screen and Application Share integrations All trader voice integrations except BT ITS Skype for Business Instant Message, File Transfer Symphony Instant Message, File Transfer |
| Database Query / File Based | Database Query | File |
| Filters | Any | Conversation Type Source Platform 2N Source |
| User Assignment | Yes (policy filter configuration) | Yes (user/extension configuration) |
| Available from Search | No | No |
| Custom CDR File | No | No |
| Manifest File | No | No |
| Audit Log | Yes | Yes |
| Configurable Schedule | Yes | No |
| Supports imported records | Yes | No |
| Simultaneous Execution | A single export policy can run on multiple servers, data is split across the servers. | No |
An export data management policy creates a copy of the selected conversations and places the data to a configurable storage/export location. It consists of a (previously created) storage/export target, a set of filters to choose which conversations should be exported, and an optional file format choice should you decide to create the copies in another format. Policies with the export action do not modify or impact the original conversations in any way. The exported data is not accessible in any way from the system.
Creating an export policy
To create an export data management policy, follow the steps below:
Step 1 - Create a Storage target for the export policy
Step 2 - Follow the generic policy creation steps described on the following page: Data management policies
Step 3 - Select Export as the action
Step 4 - Select the Destination Storage Target you created from the list
Step 5 - Configure policy specific settings as follows:
| Name | Description |
|---|---|
| Decrypt Encrypted Conversations | If a conversation related files are encrypted, the system can automatically decrypt the files before exporting. Original files remain encrypted. |
| Generate Media Files for CDR-Only Conversations | For trader voice recordings, the system can stitch related media files together for the CDR-Only records. If not enabled, the system will export the metadata file only for the CDR-Only records. |
| Export Attachments in IM Conversations | For specific integrations (Skype for Business, Symphony), the system can automatically export file attachments with instant message conversations. |
| File Extension(s) | The comma (,) separated list of file extensions. The export policy exports only those conversation related files where the extension of the file is matching the list. Example: wav,vtr will export the audio file and the transcript file for the conversations |
| Voice Format | Voice recordings can be optionally transcoded to the selected format. |
| Video Format | Video recordings can be optionally transcoded to the selected format. |
| Desktop Recording and Screen/Application Sharing Format | Screen share recordings can be optionally transcoded to the selected format. |
Step 6 - Configure Custom Schedule if you want o run the export in a specified time
Step 7 - Configure Filtering Criteria to specify which conversations should be exported by this policy
Creating a direct export policy
To create a direct export data management policy, follow the steps below:
Step 1 - Create a Storage target for the export policy
Step 2 - Follow the generic policy creation steps described on the following page: Data management policies
Step 3 - Select Export as the action
Step 4 - Enable the Direct Export option
Step 5 - Select the Destination Storage Target you created from the list
Step 6 - Configure policy specific settings as follows:
| Name | Description |
|---|---|
| Decrypt Encrypted Conversations | If a conversation related files are encrypted, the system can automatically decrypt the files before exporting. Original files remain encrypted. |
| Export Attachments in IM Conversations | For specific integrations (Skype for Business, Symphony), the system can automatically export file attachments with instant message conversations. |
Step 7 - Configure Filtering Criteria to specify which conversations should be exported by this policy
Step 8 - Assing the policy to users on the User Configuration page or using Active Directory synchronization