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Creating an Archiving Policy to Enable or Disable Archiving of Internal or External Communications for Specific Sites or Users

 

Topic Last Modified: 2013-02-23

In Lync Server 2013, you use policies to enable and disable archiving for internal communications and external communications for users homed on Lync Server 2013. This includes the following Archiving policies:

  • A global policy that is created by default when you deploy Lync Server 2013.
  • Optional site-level and user-level policies that you can create and use to specify how archiving is implemented for specific sites or users.

You initially set up Archiving policies when you deploy Archiving, but you can change, add, and delete policies after deployment. In Lync Server 2013 Control Panel, you can use the Archiving Policy page of the Archiving and Monitoring group to manage policies at the global level, site level, and user level. If you integrate your Lync Server storage with Exchange 2013 storage, the Exchange user policies take precedence over the Lync Server 2013 archiving policies.

For details about how policies are implemented, including the hierarchy of policies, see How Archiving Works in the Planning documentation, Deployment documentation, or Operations documentation.

noteNote:
To control the implementation of Archiving, you must specify options in Archiving configurations, such as whether to archive IM or conferencing, the use of critical mode, and purging options. By default no options are enabled in the global Archiving configuration or any site or pool Archiving configuration. You should specify all appropriate options in the Archiving configurations before enabling Archiving for internal or external communications in the Archiving policies. For details, see Managing Archiving Configuration Options for Your Organization, Sites, and Pools in the Operations documentation.
If you enabled Microsoft Exchange integration for your deployment, Exchange policies control whether archiving is enabled for the users who are homed on Exchange 2013 and have their mailboxes put on In-Place Hold. For details, see Setting Up Policies for Archiving When Using Exchange Server Integration in the Deployment documentation.
  1. From a user account that is assigned to the CsArchivingAdministrator or CsAdministrator role, log on to any computer in your internal deployment.

  2. Open a browser window, and then enter the Admin URL to open the Lync Server Control Panel. For details about the different methods you can use to start Lync Server Control Panel, see Open Lync Server Administrative Tools.

  3. In the left navigation bar, click Monitoring and Archiving, and then click Archiving Policy.

  4. Click New, and then do one of the following:

    • To create a site-level archiving policy, click Site policy and then, in Select a site, click the site to which the policy is to be applied.
    • To create a user-level archiving policy, click User policy.
  5. In New Archiving Policy, do the following:

    • In Name, specify a name for the new policy (for example, externalContoso).
    • In Description, provide details about what the policy is (for example, External user archiving policy for Contoso).
    • To control archiving of communications with internal users, select or clear the Archive internal communications check box.
    • To control archiving of communications with external users, select or clear the Archive external communications check box.
  6. Click Commit.

    importantImportant:
    The settings of a user policy only apply to the specific users and user groups to which you apply the policy. For details, see Applying an Archiving Policy to Users

Archiving policies can be created by using Windows PowerShell and the Remove-CsArchivingPolicy cmdlet. This cmdlet can be run either from the Lync Server 2013 Management Shell or from a remote session of Windows PowerShell. For details about using remote Windows PowerShell to connect to Lync Server, see the Lync Server Windows PowerShell blog article "Quick Start: Managing Microsoft Lync Server 2010 Using Remote PowerShell" at http://go.microsoft.com/fwlink/p/?linkId=255876.

  • This command creates a new archiving policy for the Redmond site:

    New-CsArchivingPolicy -Identity "site:Redmond"
    
  • To create a new archiving policy at the per-user scope, simply specify a unique Identity when creating the policy:

    New-CsArchivingPolicy -Identity "RedmondArchivingPolicy"
    
  • Because no parameters (other than the mandatory Identity parameter) were specified in the preceding commands, the new policies will use the default values for all their properties. To create policies that use different property values, simply include the appropriate parameter and parameter value. For example, to create an archiving policy that permits archiving of internal instant messaging sessions use a command like this:

    New-CsArchivingPolicy -Identity "site:Redmond" -ArchiveInternal $True
    
  • Multiple property values can be modified by including multiple parameters. For example, this command configures the new policy to archiving both internal and external instant messaging sessions:

    New-CsArchivingPolicy -Identity "site:Redmond" -ArchiveInternal $True -ArchiveExternal $True
    

For more information, see the help topic for the New-CsArchivingPolicy cmdlet.

 
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