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Unified Communications Analytics 8.7 - Deployment Guide

Table of Contents

Prerequisites for your installation

Overview Supported environments

Supported browsers

Information stored by the Storage Engine

Deployment options Hardware minimum requirements

Suggested hardware configurations for different size environments

Software prerequisites

Prerequisites for the UC Analytics services Web site prerequisites

Planning for deployment Determining where to install services What files should be excluded from anti-virus software? What files need to communicate through software firewalls? About UC Analytics configuration

Installing UC Analytics

Types of installations

Upgrading from 8.1 or later

Considerations before you install

About a pilot installation About a production installation

Accounts used during installation Performing a pilot installation Performing a production installation

Installing additional Storage Engine services after installation Installing additional collector roles

Activating the UC Analytics license Setting up the web site for HTTPS

Configuring UC Analytics

About administration settings How do I set a user to be a product administrator? Configuration process overview Modifying the initial target environment Adding multiple Active Directory forests Configuring UC Analytics for resource forests Adding a target environment for native Office 365 Setting the time period for retaining data Setting the start date for data collection Adding and configuring data sources

Recommendations for collecting from Office 365

How often do collections update the data? Viewing the collection job status Forcing a data source collection to run now Renaming a data source

When would I use the Delete Data option?

Managing data sources through batch operations Identifying your internal domains Classifying domains for message traffic Setting where data calculation for insights is performed Excluding <none> values from insights Setting time zone usage for all users Granting full access to Admin Settings Granting users access to data Setting working hours for rooms Accessing the UC Analytics web site

Adding data sources for Active Directory or Azure Active Directory

Adding data sources for different target environments Permissions needed to collect Active Directory data Adding data sources for Active Directory / Office 365 (hybrid)

Creating an Domain Controller data source Creating a data source for Office 365 user subscription configuration

Adding data sources for native Office 365

Adding data sources, chargeback costs, and thresholds for Exchange and Exchange Online

Permissions needed to collect Exchange on-premises or hybrid data

Permissions needed for the Exchange Configuration data source Permissions needed for the Exchange Tracking Logs data source Permissions needed for Exchange Mailbox Contents, Exchange Mailbox Content Summary, or Exchange Calendar data sources Permissions needed for the Exchange IIS Logs (ActiveSync and OWA) data source Permissions needed for the Exchange Public Folders data source Permissions needed for the Exchange Online Hybrid User Configuration data source Permissions needed for the Exchange OnlineHybrid Mailbox Configuration data source Permissions needed for the Exchange OnlinePublic Folders data source Permissions needed for Exchange Online Mailbox Contents data Permissions needed for Exchange Online Mailbox Content Summary and Exchange Online Calendar data

Permissions needed to collect from native Exchange Online Creating an Exchange Configuration data source

Best practices for gathering performance Using dynamic distribution groups to select target mailboxes What types of mailboxes are excluded? Can I enter the Domain Users group as the target for the data collection? Troubleshooting the Exchange configuration collection

Creating an Exchange Tracking Logs data source Creating an Exchange Mailbox Contents data source

Tips for better performance for mailbox contents collection

Do I need both Exchange Tracking Logs and Exchange Mailbox Contents collections? Creating an Exchange IIS Logs data source Creating an Exchange Mailbox Content Summary data source Creating an Exchange Calendar data source Creating an Exchange Public Folders data source Adding Exchange Online hybrid data sources for hybrid Office 365

About AD synchronization methods for hybrid Exchange Online About PowerShell collection method options Creating an Exchange Online Hybrid User Configuration data source Creating an Exchange Online Hybrid Mailbox Configuration data source

Adding Exchange Online data sources for native Office 365

Creating an Exchange Online Native User Configuration data source Creating an Exchange Online Native Mailbox Configuration data source Creating an Exchange Online Mailbox Contents data source Creating an Exchange Online Mailbox Content Summary data source Creating an Exchange Online Calendar data source Creating an Exchange Online Public Folders data source

Setting chargeback costs for Exchange Setting thresholds for Exchange metrics Omitting words when filtering by subject or body

Adding data sources, chargeback costs, and thresholds for Skype for Business/Lync

Permissions needed to collect Skype for Business/Lync data

Permissions needed for Skype for Business/Lync configuration data source Permissions needed for Skype for Business/Lync CDR data source Permissions needed for Skype for Business/Lync QoE data source

Creating a data source for Skype for Business/Lync configuration Creating a data source for Skype for Business/Lync CDR Creating a data source for Skype for Business/Lync QoE Setting call classifications for Skype for Business/Lync Setting chargeback costs for Skype for Business/Lync Setting thresholds for Skype for Business/Lync metrics

Adding new threshold classifications

Adding data sources, chargeback, and thresholds for Cisco

Permissions needed to collect Cisco data

Permissions needed for the Cisco configuration data source Permissions needed for the Cisco CDR logs data source

Creating a data source for Cisco configuration Creating a data source for Cisco CDR logs Setting call classifications for Cisco Setting chargeback costs for Cisco Setting thresholds for Cisco metrics

Managing which insights can seen by users

Enabling a Company Home Page Setting insight visibility settings

Configuring and managing subscriptions

What are insight subscriptions? Configuring settings for subscriptions Managing user subscriptions

Making changes to your deployment

Options available in the Deployment Manager Changing the service account Deploying additional Storage Engines Deploying additional collectors Using the Tools menu for support activities

Appendix A:Configuring Exchange and Office 365

Setting impersonation for Exchange 2013/2016/2019 Configuring impersonation for Office 365 Registering UC Analytics with the Microsoft Azure portal Installing the Exchange Online PowerShell module

Appendix B:Configuring the Skype for Business or Lync Server

Configuring Lync Server 2010

1. Adding the SQL store for monitoring 2. Installing the Monitoring role 3. Enabling Call Detail Recording (CDR) 4. Starting the monitoring services

Configuring Lync Server 2013 or Skype for Business 2015/2019

1. Associating the store with the Front-End pool 2. Updating the Lync or Skype for Business Server 3. Enabling and configuring monitoring 4. Starting the monitoring services

Appendix C:Configuring IIS Log Files to capture ActiveSync or OWA events

Configuring IIS Logging on the Exchange CAS and Mailbox servers

Configuring IIS if Exchange is hosted on Windows 2003 Server Configuring IIS Logging if Exchange is hosted on Windows Server 2008 or later

What ActiveSync events are collected and displayed in the insights?

Appendix D:PowerShell cmdlets used by data sources

Exchange Configuration data source Exchange and Exchange Online Public Folders data sources Skype for Business/Lync Configuration data source Exchange Online Hybrid and Native User Configuration data sources Exchange Online Hybrid and Native Mailbox Configuration data sources Exchange Online Mailbox Contents data source Office 365 User Subscription Configuration data source

Appendix E:Backup and recovery options

Setting up a multi-forest environment with a one-way trust Firewall configuration: ports for data collection Backing up and restoring your data using scripts

Supported scenarios About the backup and restore batch files

Prerequisites

Step 1: Edit the backup.bat file parameters for your installation Step 2: Run the backup batch file Step 3: Edit the restore batch file Step 4a: Restore the storage data in an existing installation Step 4b: Restore the storage data to a new installation

Scheduling the backup batch file to run automatically Performing a manual backup of the storage folder before upgrade Moving your storage location Recommendations for disaster recovery

Appendix F:Custom configurations

Setting LDAP connections to use LDAPS (LDAP over SSL) Modifying the Data Query Availability job run Modifying collection days for data collections from log files Changing default values for formatted .csv or .tsv file exports Excluding insight date range and filters from subscription emails Changing the PowerShell wait time after transient errors Modifying timeout values for EWS collection jobs Setting a custom title page for exported or subscription insights Changing the interval time before job status is purged Configuring remote PowerShell to use the required proxy settings Overriding PowerShell credential winnowing Registry settings that affect service shutdown and startup

Appendix G: Questions and answers about UC Analytics

How often do the data collections actually gather data and when do they run? When I view insights that show internal vs. external traffic, there is no data for internal traffic. Why? Why are my OWA insights not showing any data? Why did an insight show no data for a 30-day range though I initially set the data source to collect 30 days back? If I collect both Exchange Tracking Logs andExchange Mailbox Contents, are there duplicate items? If I collect message data only from the Exchange tracking logs, is the message Send Date and delivery time available? What are the differences between the ExchangeMailbox Contents and Exchange Tracking Logs data sources? Why do I get an error when collecting Exchangeconfiguration from multiple Exchange versions? Why do I have to specify domain name when doing a multi-forest collection? What insights are affected by the "Calculate insight data on server side" option?

Prerequisites for your installation

•

•

Supported environments

•

•

Deployment options

•

Hardware minimum requirements

•

Software prerequisites

•

Planning for deployment

•

Determining where to install services

•

What files should be excluded from anti-virus software?

•

What files need to communicate through software firewalls?

•

About UC Analytics configuration

Overview

Quest Unified Communications Analytics provides dynamic and up-to-date analytics about your Exchange on-premise messaging environments, about your Skype for Business and Lync on-premise environments, about your Cisco environments, and about Office 365 Exchange Online hybrid or native environments. UC Analytics unlocks the business intelligence in your corporate messaging system to enable better business decisions.

Predefined insights provide a simple way to view Exchange messaging volumes and details between individuals, groups, and external entities, and to see peer-to-peer session and conference information for Skype for Business/Lync or Cisco. You can also view the quality of experience (QoE) information about all Skype for Business or Lync enterprise voice calls, conferences, and peer-to-peer sessions.

You can select predefined insights from the insight library and add them to your personal dashboard.

Once UC Analytics is installed, access the UC Analytics home page, at the following location:

http://<ServerName>/Analytics/

Supported environments

You can use UC Analytics to collect data from the following environments:

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Microsoft Exchange 2010 (SP1 and later)

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Microsoft Exchange 2013

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Microsoft Exchange 2016

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Microsoft Exchange 2019

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Exchange Online (Office 365 hybrid with on-premise Exchange)

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Exchange Online (Office 365 native)

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Microsoft Lync 2010

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Microsoft Lync 2013

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Microsoft Skype for Business 2015

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Microsoft Skype for Business 2019

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Cisco Unified Communications Manager (CUCM) 10.5(2) and later with Active Directory integration

Supported browsers

Once you have installed UC Analytics, you can access the web site from anywhere using one of the following browsers:

•

•

Internet Explorer 10 or later

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Mozilla Firefox

•

•

Since UC Analytics uses Windows Integrated Authentication to connect to the web site, if you are on a different domain than the web site or are using an iPad, you will be prompted for your user name and password when you connect to the web site.

For users with large amounts of data, it is recommended that you ensure your browser is in 64-bit mode. For more information about setting Internet Explorer to 64-bit mode, see the section titled “Using a browser in 64-bit mode” in the UC Analytics User Guide.

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