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

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