Step 6 -Configure recorded traders as users and their associated extensions. It is necessary to create all traders as users and to add trader IDs as extensions in order to apply recording rules (the system only records configured trader IDs) and to enable security for conversation browsing. At extension configuration select User/Agent ID for type. The LDAP/TMS file based configuration does not automatically create/update/delete users and extensions in the system. To restrict the visibility of recordings, configure groups, and add users to groups. Based on a group you can control access to other user’s calls. Users, groups, and extensions can be also provisioned via Active Directory Synchronization.
Step 10 - Verify functionality by making test calls and checking the results in search. It is possible to search based on user/trader id (even if the call is not assigned to a user) in the Conversation View. You can achieve specific call type filtering according to Source Platform. For example, select BT ITS to search for trading recordings.