Assign a per-user Persistent Chat policy in Lync Server 2013

Lync Server 2013

Topic Last Modified: 2013-02-22

You can assign a per-user persistent chat policy with either Lync Server 2013 Control Panel or Lync Server 2013 Management Shell. For details on creating user policies for Persistent Chat Server, see Create a user policy for Persistent Chat in Lync Server 2013.

  1. From a user account that is assigned to the CsUserAdministrator role or the 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 2013 administrative tools.

  3. In the left navigation bar, click Users.

  4. Use one of the following methods to locate a user:

    • In the Search users box, type all or the first portion of the display name, first name, last name, Security Accounts Manager (SAM) account name, SIP address, or line Uniform Resource Identifier (URI) of the user account, and then click Find.

    • If you have a saved query, click the Open query icon, use the Open dialog box to retrieve the query (a .usf file), and then click Find.

  5. (Optional) Specify additional search criteria to narrow the results:

    1. Click Add Filter.

    2. Enter the user property by typing it or by clicking the arrow in the drop-down list to select the property.

    3. In the Equal to drop-down list, click the operator (for example, Equal to or Not equal to).

    4. Depending on the user property you selected, enter the criteria you want to use to filter the search results by typing it or by clicking the arrow in the drop-down list.

      To add additional search clauses to your query, click Add Filter.
    5. Click Find.

  6. Click a user in the search results, click Action, and then click Assign policies.

    If you want the same per-user persistent Chat policy to apply to multiple users, select multiple users in the search results, then click Actions, and then click Assign policies.
  7. In Assign Policies, under Persistent Chat policy, do one of the following:

    Because there are multiple policies that you can configure by using the Assign Policies dialog box, <Keep as is> is selected by default for every policy in the dialog box. Continue using the policy previously assigned to the user by making no changes to this setting.
    • Select <Automatic> to allow Lync Server 2013 to automatically choose either the global-level policy or, if defined, the site-level policy.

    • Click the name of a per-user Persistent Chat policy you previously defined on the Persistent Chat Policy page.

      To help you decide the policy you want to assign, after you click a policy name, click View to view the user rights and permissions defined in the policy.
  8. When you are finished, click OK.

You can also assign per-user persistent chat policies by using the Grant-CsPersistentChatPolicy cmdlet. You can run this cmdlet 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

  • The following command assigns the per-user Persistent Chat policy RedmondPersistentChatPolicy to the user Ken Myer.

    Grant-CsPersistentChatPolicy -Identity "Ken Myer" -PolicyName "RedmondPersistentChatPolicy"

  • This command assigns the per-user Persistent Chat policy RedmondUsersPersistentChatPolicy to all the users who work for the IT department. For more information on the LdapFilter parameter used in this command, see the documentation for the Get-CsUser cmdlet.

    Get-CsUser -LdapFilter "Department=IT" | Grant-CsPersistentChatPolicy -PolicyName "RedmondUsersPersistentChatPolicy"

  • The following command unassigns any per-user Persistent Chat policy previously assigned to Ken Myer. After the per-user policy is unassigned, Ken Myer will automatically be managed by using the global policy or, if one exists, his local site policy. A site policy takes precedence over the global policy.

    Grant-CsPersistentChatPolicy -Identity "Ken Myer" -PolicyName $Null

For more information, see the help topic for the Grant-CsPersistentChatPolicy cmdlet.