Overview

Users stored in the company's Active Directory (or any other LDAP server) can be synchronized by the Verba database. It can be administered on the web interface under the Administration / Active Directory Synchronization menu item.

We suggest that you should create two AD groups:

one for the administrators and supervisors that won't be recorded, but need access to the web application interface
another one for the recorded users.

If you delete a user from your Active Directory Verba won't delete the user from it's database. Instead of that the system will invalidate that user. This way functions/calls are not "lost", e.g. searching back for the user in the Users Call list is available, the name of the user is displayed in the call lists. Invalidating the user will disable the user login by setting the Valid To field to the current date and time. Invalidated users have * symbol next to their name.

Synchronization Interval and Run Now Feature

The synchronization process might take long time (especially if there are many synchronized users) so it is scheduled to run once a day at 1 AM.

For testing purposes and urgent cases, the synchronization can be started on the web interface. After creating and saving your profile (see below) you can start the synchronization under Administration / Active Directory Synchronization / Run Each Active Directory Profile Now.

It is also possible to run the configured synchronization profiles individually. In order to do that navigate to the Administration / Active Directory Synchronization menu, select the synchronization profile you want to run, then click on the Run this Active Directory Profile Now link. This method also runs the profile if the Automatic Rollback Threshold on Invalidated Users setting is reached.

Adding new Active Directory Profile

Multiple Active Directory Profiles can be set up in Verba so multiple AD servers or users with different privileges can be synchronized. The profiles will always be executed in a configurable order, and each user will be processed by only one Active Directory Profile, so the Profile with the smaller sequence will process users read from multiple profiles.

Navigate to Administration / Active Directory Synchronization and select the Add new Active Directory Profile option on the top right corner of the page.

LDAP Directory Information Section

Configuration Parameter Name	Description	Sample Value
Description	The profile's talkative name	Recorded Users
Enabled	Disabled profiles will not be synchronized.	Yes
Sequence	Each user will be processed by only one Active Directory Profile, so the Profile with the smaller sequence will process users read from multiple profiles.	100
LDAP Host	Hostname of the AD / LDAP server.	ad.mycompany.com
LDAP Port	Port number of the AD / LDAP server. The default port is 389 (636 if SSL is used), Active Directory Global Catalog Forest-Wide port is 3268 (3269 if SSL is used).	389
Use SSL	If enabled Verba uses secure connection to connect to your LDAP host.
Character Encoding	What character encoding should be used when reading from the AD / LDAP server.	ISO-8859-1
LDAP User Distinguished Name or Domain User Name	The full username that Verba will use when connecting to the AD / LDAP server. This account should have the proper privileges to read the synchronized users. For anonymous logon, leave it empty.	mycompany\verba_account
LDAP Password	The password that Verba will use when connecting to the AD / LDAP server. For anonymous logon, leave it empty.	secret

LDAP User Search Base	The DN of the container where the synchronized users can be found. Base DNs can be fetched by the button next to the input field.	OU=Users,DC=mycompany,DC=com
LDAP Search Filter	A valid LDAP Search expression that will be used to filter the entries under LDAP User Search Base.	(&(objectclass=person)(memberOf=CN=Verba_Group,DC=yourdomain,DC=com)) Please make sure that there is no space character at the end!
Search Entry	Fill it with either a simple string like 'Verba_Rec' or with a valid LDAP filter like (CN=Verba_Rec)
Simple Paging	Allows Verba to synchronize more than 10,000 people. Turn this option on if the number of users may exceed 10,000.
Follow Referrals	Indicates how to handle referrals. If checked Verba follows referrals. If unchecked Verba ignores referrals.	checked
Dereference Policy	The dereference policy is an element of a search quest that specifies how Verba should handle alias entries that may be encountered during search processing. Allowed alias dereference policy values include: Never: Indicates that Verba should not dereference any aliases that it encounters. Searching: Verba should dereference any entries within the scope of the search operation to determine whether they match the search criteria. The entry specified as the search base DN will not be dereferenced. Finding: Verba should dereference the entry referenced as the search base DN if it is an alias, but any other alias entries within the scope of the search operation will not be dereferenced. Always: Verba will dereference any alias entries within the scope of the search operation and will also dereference the base entry if it is an alias.	Never

Merge with Other profiles Section

Observer user for Four Eyes Login	Description	Sample Value
Profiles to be Merged	List of the Active Directory Synchronization profiles to be merged. The merged profiles will add additional properties to the users synchronized by the base profile.
Merge Extensions	Sets if the extension configuration (Phone Number Section from the LDAP Directory Information tab, and the corresponding Recording Settings, Data Sources, Announcement settings from the New Users' Properties tab) will be merged from the profiles added to the Profiles to be Merged list.
Merge Groups	Sets if the group configuration (New Users' Groups setting from the New Users' Properties tab) will be merged from the profiles added to the Profiles to be Merged list.
Merge Roles	Sets if the role configuration (Available Roles setting from the New Users' Properties tab) will be merged from the profiles added to the Profiles to be Merged list.

Synchronized LDAP Attributes Mapping Section

Configuration Parameter Name	Description	Sample Value
Display Name	LDAP attribute name that stores the users' full name.	cn
Login ID	LDAP attribute name that stores the users' account name.	sAMAccountName
User Matching ID
E-mail Address	LDAP attribute name that stores the users' email address	mail
Location Attribute	LDAP attribute name that stores the users' location.	co
Location	This setting will be used when the Location Attribute is not set up or the attribute is not filled in for a user in the AD.

Phone Number Section

Configuration Parameter Name	Description	Sample Value
Synchronize Phone Numbers	If it is not turned on, Verba will not synchronize phone numbers. If the profile stores users who should not have phone numbers, then this setting should be turned on and no extension mapping should be set up.
Mapping Presets	You can use our Lync preset or you can create your own custom mappings. New extension maps can be added by pressing the button below.
LDAP Attribute	LDAP attribute name that stores the users' phone number or SIP address.	msRTCSIP-Line
Pattern to Match	A regular expression that will be replaced.	^[tT][eE][lL]:(.);ext=.$ ^[tT][eE][lL]:.;ext=(.)$
Conversion Rule	The regular expression in "Pattern to Match" setting will be replaced by this text or regular expression.	$1

Below you can see an example extension mapping setup:

Verba Groups based on AD Organization Unit Hierarchy Section

Configuration Parameter Name	Description	Sample Value
Enable	If it is enabled Verba will generate hierarchical groups based on Active Directory Organization Unit hierarchy	true
Group Naming - Reverse Order	If this setting is turned on, then the name of the created Verba group will be something like com / company / Organization / Group Name Otherwise it will be Group Name / Organization / company / com	true
Group Naming - Separator	If this field is empty, then the attributes will be concatenated in their original form: CN=GroupName,DC=yourdomain,DC=com	/
Group Naming - Skip Top Level	If the top levels of the Organization should be skipped this field can define the number of skipped level.	1 - In this case, the highest level(DC=com) will be skipped.

Groups Section

Configuration Parameter Name	Description	Sample Value
Synchronize Groups	If it is enabled then Verba will also create groups for the imported users.	true
Verba Groups based on AD Groups	If it is enabled then Verba will follow the AD Group relationships and will create nested groups if required.	true
Synchronized Group Attributes	Comma-separated list of attributes that should be read from a User object.	memberOf
Group Naming - Template	If the created Verba group name should be the simple name of the security group, then set this setting to CN. If the Verba group's name should contain the whole DN of the group, then set this setting to empty.	CN
Group Naming - Reverse Order	If this setting is turned on, then the name of the created Verba group will be something like com / company / Organization / Group Name Otherwise it will be Group Name / Organization / company / com	true
Group Naming - Separator	If this field is empty, then the attributes will be concatenated in their original form: CN=GroupName,DC=yourdomain,DC=com	/
Filtered Synchronization	Possible values are: Ignore selected groups: Verba will ignore the selected groups and will only create groups with the remaining ones. Synchronize selected groups only: Verba will only create the selected groups.	Synchronize selected groups only
Select Group	Select the groups you would like to be (or not to be, it depends on the Narrow option above) synchronized from the Active Directory. You can select multiple groups.

Manager/Direct Reports Section

Configuration Parameter Name	Description	Sample Value
Generate Groups Based on Manager/Direct Reports	If it is enabled then Verba will also create groups based on the direct reports. (Note: Feature is enabled only on the synchronized users)	true
Group Name	Naming template for the generated groups. The following placeholders can be used: [manager_name] [manager_login] [manager_department] [manager_company]	Direct Reports of [manager_name] ([manager_login])
Add All Parent Managers	If enabled the synchronization will add the manager's manager with the same privileges to the group	true
Manager Roles
Supervisor	Defines group supervisor permission for the manager(s)	true
Manager	Defines group manager permission for the manager(s)	true
Administator	Defines group administrator permission for the manager(s)	true

Test Connection Section

This section can be used to quickly test whether the configuration is proper.

New Users' Properties tab

The New Users' Properties tab can be used to configure what properties should new users be synchronized with to Verba.

The basic user configuration can be set up here such as Password Generation, Language, Timezone, etc. Since these properties are not synchronized from the AD, these can be customized later for the individual users.

Configuration Parameter Name	Description	Sample Value
User type		Standard
Change Password at First Logon
Verba Password Generation		Login name + 123
Language		English (en)
Default Timezone		GMT-05:00 - Jamaica Eastern Standard Time
Authorization Workflow
Retention Period (days)		30
Automatically Delete Conversations after the Retention Period is Over
Observer User (four eyes login)	Observer user for Four Eyes Login
Observer Group (four eyes login)	Observer group for Four Eyes Login

Associated Extension Settings section

Configuration Parameter Name	Description	Sample Value
Recording Mode	Here you can select from the available recording modes and apply them to a phone number. The following valid values apply: Full mode - All calls are recorded for the phone number. On-demand mode - Only marked calls are recorded. Controlled mode - Gives ability to manually start / stop the recording. Do not record mode - The given extension will not be recorded at all. Never Record mode - The calls never will be recorded, even if the other participant is recorded. Relay Only mode - The call will be relayed but not recorded by the Verba proxy.	Full
Voice	If enabled Verba records the imported user's voice.	-
Instant Messaging	If enabled Verba records the imported user's instant Messages.	-
Video	If enabled Verba records the imported user's video.	-
Desktop Screen	If enabled Verba records the imported user's desktop screen.	-
Screen & Application Share	If enabled Verba records the imported user's screen and application window shares in the meetings.
Whiteboard	If enabled Verba records the imported user's whiteboard presentations in the meetings.
Poll / Q&A	If enabled Verba records the imported user's poll and Q&A actions in the meetings.
File Share	If enabled Verba records the imported user's file shares.
Recorded Directions	Sets which directions of the users' calls will be recorded.	All
Record Calls Answered by 3rd Party	Sets in which scenarios the calls will be recorded when answered by a 3rd party.	All

Data Sources section

Configuration Parameter Name	Description	Sample Value
Record Every Platform	Sets if the users' calls will be recorded regardless the platform.
Recorded Platforms	If the Record Every Platform setting is turned off, then the list represents the platforms where the users' calls should be recorded.
Import from Every Source	Sets if the users' calls will be imported regardless the import source.
Import Sources	If the Import from Every Source setting is turned off, then the list represents the sources where the users' calls should be imported from.

SfB/Lync Recording Announcement section

In case you have configured the Verba Lync Recording Announcement service then the following settings will turn on the announcement for the imported users.

Configuration Parameter Name	Description	Sample Value
Play Notification for PSTN/Federated Inbound Calls	If enabled and the announcement is configured then Verba will play notification for PSTN and federated inbound calls for the imported users.	-
Play Notification for PSTN/Federated Outbound Calls	If enabled and the announcement is configured then Verba will play notification for PSTN and federated outbound calls for the imported users.
Play Notification for Conference Calls	If enabled and the announcement is configured then Verba will play notifications for conference calls for the imported users.	-
IM Notification for Conference Calls	If enabled and the announcement is configured then Verba will play IM notifications for conference calls for the imported users.	-

Cisco Recording Announcement section

In case you have configured the Verba Cisco Recording Announcement service then the following settings will turn on the announcement for the imported users.

Configuration Parameter Name	Description	Sample Value
Play Notification for Inbound Calls	If enabled and the announcement is configured then Verba will play notification for PSTN inbound calls for the imported users.	-
Play Notification for Outbound Calls	If enabled and the announcement is configured then Verba will play notification for PSTN outbound calls for the imported users.

Assigned Roles and Available Roles section

Sets which Verba Roles should the newly created users have. Since Verba Roles are not synchronized from the AD, these can be customized later for the individual users.

New Users' Groups section

Here you can view the list of your existing groups inside Verba and you can select to which group(s) you would like to add your imported users.

If you don't select any groups here and you don't use the Groups section from the LDAP Directory Information tab then the users will automatically be assigned to the "default" group.

Advanced Active Directory Synchronization Settings

There are additional settings which help you fine-tune how the Active Directory Synchronization works. In order to reach them, go to the Administration / Verba Servers menu, select your Media Repository (or Combo) server and go to the Change Configuration Settings tab. The settings can be found under the Web Application / Active Directory Syncronization node.

Configuration Parameter Name	Description	Sample Value
Run Active Directory Synchronization on Server	If enabled, then the synchronizations will be enabled to run on the server.	Enable
Page Size	Number of users to be read in one cycle.	1000
Enable Reverse Check on Synchronization Attempts	If enabled, then after all of the users read, the first user will be red in reverse order, and it will be compared with the last user red in the first loop. If it does not match, then the synchronization will be rolled back.	Enable
Enable Full Reverse Check on Synchronization Attempts	If enabled, then all of the users will be read in reverse order, and will be compared with the original results.	Disable
Automatic Rollback Threshold on Invalidated Users [%]	If set, then all synchronization runs which changes more percent of the previously synchronized users than the value will be rolled back.	0
Send email notification on successful AD sync runs	If enabled, then a notification email will be sent out after every active directory synchronization runs.	No

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