Create Site and User Policies

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In addition to modifying the default Global policy, administrators have the ability to create additional policies.

1. From the Monitoring and Archiving window, click the Archiving Policy tab and click New.

2. Choose either a Site policy or a User policy.

Tip

A site policy can be associated with specific sites to allow their behaviors to be different from the default global policy. User policies are assigned directly to users and allow them to bypass the default global policy. This is useful when archiving is needed only for select users who are distributed across the environment.

3. For this example, choose Site policy. When prompted to select a site, choose it from the list and click OK.

4. Now, the policy is named after the site—this cannot be modified. Input a description and choose whether internal and external communications will be archived. Click Commit.

For a user policy, repeat steps 1 and 2 but choose User policy and follow these steps:

1. Enter a name for the user policy.

2. Enter a description for the policy.

3. Choose whether or not internal and external communications will be archived. Click Commit.

This results in the creation of multiple policies that can be used to manage archiving.

Tip

The same process can be used to create additional archiving configurations, although those can be created only by site, not by user.

To apply a user-based Archiving Policy to a user, perform the following steps:

1. From the Lync Server 2010 Control Panel, click Users in the left pane.

2. Click Find in the search area to view the list of enabled users.

3. Double-click the user you want to modify.

4. Scroll down to Archiving Policy and choose the policy you want to apply from the drop-down list, as shown in Figure 8.9.

Figure 8.9 Choosing Archiving Policy

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5. Click Commit.

Note

It is worth highlighting the Archiving Configuration option Block instant messaging (IM) or web conferencing sessions if archiving fails. This is what Microsoft refers to as critical mode. If archiving this content is deemed critical by an environment, usually due to regulatory compliance, this option prevents the possibility of unarchived IMs or web conferences from occuring.

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