Configuring persistent chat room recording for SfB and Lync

The Persistent Chat Endpoints belongs to FE pools. One endpoint can handle more than one persistent chat room. Therefore it cannot be used in recorded extension configuration. The message traffic of the endpoints should be recorded in their home SfB pool because that is the place where the messages are centralised. 

The chat rooms are identified by the ChatRoomUri attribute, which needs to be configured as an extension in Verba.

Prerequisites

The Verba SfB / Lync Fitler component have to be installed on all Front-End servers. The Verba SfB / Lync IM Filter service have to be registered in the Lync pool.

For the recording and the web access at least a Single Server have to be installed. The roles also can be separated by installing a separate Media Repository and a Recording Server. If high availability or load balancing is required, then additional Recording Servers can be installed.

Firewall configuration

Refer to Firewall configuration for Skype for Business - Lync deployments for more information.

Stage One: Configuring the Verba SfB/Lync IM Recorder component

Follow the steps below to configure the Verba SfB/Lync IM Recorder service

Step 1 - In the Verba web interface go to System > VServers > Select your Recording Server  > Click on the Service Activation tab.

Step 2 - Activate the Verba SfB/Lync IM Recorder Service by clicking on the  icon.

Step 3 - Click on the Change Configuration Settings tab. Expand the SfB/Lync IM Recorder section.

Step 4 - Under the General section set the 'Internal Domain, Numbers Pattern' setting by entering the recorded SIP domains separated by '|' character. (example: contoso.com|adatum.com)

Step 5 (Optional) - Set the 'Create Transcript and Metadata XML Files' setting to Yes in order to write the IM recordings to the disk. (By default the IM recordings are stored only in the database.

Step 6 - Save the changes by clickin on the  icon.

Step 7 - A notification banner will appear on the top. Click on the click here link, so you will be redirected to the Configuration Tasks tab. Click on the Execute button in order to execute the changes.

Changes can be execute at once at the end. In that case don't forget to click on 'Check All'.

Step 8 - Click on the Service Control tab tab.

Step 9 - Start the Verba SfB/Lync IM Recorder Service by clicking on the  icon.

Repeat these steps for each Recorder Server in your system.

Stage Two: Configuring the Verba SfB/Lync IM Filter component

Step 1 - Login to the Lync Front End Server

Step 2 - Open the Management Shell and execute the  Get-CsPersistentChatEndpoint command in order to get the Persistent Chat Endpoint SIP address.

Step 3 - Copy the SipAddresses which belongs to the recorded pool. (For example: if the filters are installed in the fepool.verbalabs.com FE pool then you will need to copy the SIP addresses which belongs to that pool.)

Step 4 - In the Verba web interface go to System > Servers > Select your Front-End Server  > Click on the Service Activation tab.

Step 5 - Activate the Verba SfB/Lync IM Filter Service by clicking on the  icon.

Step 6 - Click on the Change Configuration Settings tab. Expand the SfB/Lync IM Filter section.

Step 7 - Under the General section set the 'Internal Domain, Numbers Pattern' setting by entering the recorded SIP domains separated by '|' character. (example: contoso.com|adatum.com)

Step 8 - Set the Server Version setting according to the SfB / Lync environment version.

Step 9 - The Verba Lync Chat Recorder Servers field has to conatin the list of the servers where the IM Recorder service installed. Enter every server with the correct port (HOSTNAME:10220), one at each line.

Step 10 - Under the Persistent Chat section provide the previously Persistent Chat Endpoint SIP address at the Persistent Chat Uris setting. If there are multiple recorded endpoints, then one can be provided in each line.

 

Step 11 - Save the changes by clickin on the  icon.

Step 12 - A notification banner will appear on the top. Click on the click here link, so you will be redirected to the Configuration Tasks tab. Click on the Execute button in order to execute the changes.

Step 13 - Click on the Service Control tab tab.

Step 14 - Start the Verba SfB/Lync IM Filter Service by clicking on the  icon.

Repeat these steps for each Front-End Server in your system.

Stage Three: Setup a recorded chat room

Step 1 - Login to the Lync Persistent Chat Server.

Step 2 - Open the Management Shell and execute the Get-CsPersistentChatRoom command.

Step 3 - Find a room which will be recorded and copy the ChatRoomUri attribute.

Step 4 - Login to the Verba Web Interface.

Step 5 - Go to the Users / Extensions menu.

Step 6 - Click on the Add New Extension link.

Step 7 - Paste the  ChatRoomUri attribute to the Extension field.

Step 8 - Change the type of the extension to Persistent Chat Room.

Step 9 - Check the Instant Messaging check box at the Recording Settings.

Step 10 - Click on the Save button.

Step 11 - A notification banner will appear on the top. Click on the click here link, so you will be redirected to the Configuration Tasks tab. Click on the Execute button in order to execute the changes.