How to configure MessageStats for Lync to connect to your Lync Pool. (4272113)

1. A SQL authentication account is required to set up the connection to the SQL server which hosts the Archiving and LCSCDR SQL databases for the Lync Pool. The SQL account must have the following database role memberships assigned to it for acessing the LCSCDR and LCSLOG databases -
   
   db_datareader 
   public
   
   Please note - this SQL authentication account is created on the SQL server where the Archiving and LCSCDR databases are housed.

2. Local Administrators rights on all Lync servers and the Lync Backend SQL Server.

3. To view the data in the MessageStats Lync reports, you must install and enable the Call Detail Recording (CDR) server role (and optionally the Archiving role) on your Microsoft Lync Server.

4. Add the MessageStats service account to the CSViewOnlyAdministrators group in Active Directory.

5. Temporarily grant the MessageStats service account SysAdmin rights on the SQL server where the MessageStats database is hosted. This is required to permit the creation of a "Linked Server" object on the SQL server.

Note: The MessageStats for Lync collects information from the Lync database(s) through the gathering tasks. Before you create a gathering task to collect the data, you must set up a connection to each of the Lync database instances from which you want to gather information. There should be only one database per Lync pool.You might have also configured an archiving database that is separate from the CDR (Call Detail Recording) database. You have the option to connect to the archiving database as well.

As part of the initial configuration for MessageStats for Lync, you must enter the Fully Qualified Domain Name (FQDN) of the Lync pool or standard edition server, and set up a connection to the Archiving and CDR SQL database instances from which you want to retrieve data. You can also connect to a pool using one of its fully-qualified DNS aliases. When you set up the initial connection to the Archiving and CDR SQL Server databases, you must specify a SQL authentication account and password. The SQL account is required to perform gatherings from the CDR and Archiving databases.

To Connect to a Lync Pool:

1. Open the MessageStats Console.

2. Expand the console treeview and select the OCS/Lync Server node.

3. Right-click and select Connect to Pool.

4. Enter the Lync Pool Name. You can enter either enter the Fully Qualified Domain Name (FQDN) or a fully-qualified DNS alias for the pool.

5. Select the Lync Server Pool Type from the list.
   (If you have configured a separate archiving database, select the Use Archive Database check box)

6. In the CDR Database Connection Details section, select the server from the Server Name list OR Enter the server name for your Archiving and CDR SQL server.
   
   Note: If the database is on an SQL instance other than the default instance such as for standard edition servers, you must specify the server name as server name/instance name

7. Enter the SQL account name and password to be used to access the LcsCDR database
   
   Note: SQL Authentication must be enabled on the server on which the MessageStats for Lync database is installed and also on the Microsoft Lync SQL server to which you are connecting

8. Select the SQL database name for the CDR database from the list.
   - The default database name for the CDR database LcsCDR and the default database name for the optional archiving database is LcsLog
   - You can also select a custom database that you set up when you enabled the Archiving and CDR Server Roles

9. Click Apply

10. Click OK

To create the Default OCS/Lync Server Gathering task:

1. From the MessageStats console expand the OCS/Lync Server node.

2. Right click the pool name and select Create Task.

3. Provide a descriptive name for the new task.

4. Select the Default OCS/Lync Server Gathering task template.

5. Click Next.

6. Click Next.

7. Uncheck Use Default Configuration.

8. Click the dropdown box next to Task Period and select Daily.

9. Enter the time you want the gathering to run each day.

10. Click Next.

11. Click Next through the rest of the wizard and finally click Finish to create the new task.