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Unified Communications Analytics 8.7 - Deployment Guide

Prerequisites for your installation Installing UC Analytics Configuring UC Analytics Adding data sources for Active Directory or Azure Active Directory Adding data sources, chargeback costs, and thresholds for Exchange and Exchange Online
Permissions needed to collect Exchange on-premises or hybrid data Permissions needed to collect from native Exchange Online Creating an Exchange Configuration data source Creating an Exchange Tracking Logs data source Creating an Exchange Mailbox Contents data source 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 Adding Exchange Online data sources for native Office 365 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 Adding data sources, chargeback, and thresholds for Cisco Managing which insights can seen by users Configuring and managing subscriptions Making changes to your deployment Appendix A:Configuring Exchange and Office 365 Appendix B:Configuring the Skype for Business or Lync Server Appendix C:Configuring IIS Log Files to capture ActiveSync or OWA events Appendix D:PowerShell cmdlets used by data sources Appendix E:Backup and recovery options Appendix F:Custom configurations Appendix G: Questions and answers about UC Analytics

Creating an Exchange Online Mailbox Content Summary data source

You can create an Exchange Online Mailbox Content Summary collection or a native Office 365 or for an Active Directory/Office 365 hybrid target environment. The collection gathers folder statistics and/or last message sent (received) details from Exchange Online user mailboxes using Exchange Web Services (EWS).

To improve data collection performance, you can provide multiple credentials when you configure the data source. You can also create different mailbox contents data collections that contain different groups of users.

For more information about credential prerequisites, see Permissions needed for Exchange Online Mailbox Content Summary and Exchange Online Calendar data .

To set up an Exchange Online Mailbox Content Summary data collection
1
Click the gear icon on the home page side bar.
2
Click Data Collection.
3
Click + beside the name of an the Active Directory/Office 365 Hybrid or Office 365 (native) target environment.
4
Select the Exchange Online Mailbox Content Summary check box.
5
Click the Exchange Online Mailbox Content Summary tile to open the configuration page.
6
Enable the data collection for this data source.
 
* 
NOTE: If you have installed more than one Data Engine (Collector), you have the option to select a different computer that hosts a data collector.,
Modifying the collection schedule
By default the data collection is set to run every six hours, aligned to midnight UTC. You can modify the run interval or you can set the collection to run at a specific time on specific days.
7
Set the schedule for the data collection:
a
Click Execute job every: and select an hourly interval.
- OR -
b
Click Execute job at: and select the specific job run time, the number of days between each job run, and a start date.
Selecting data to collect
8
Specify the types of data to be collected.
•
Mailbox Folders
•
Recoverable Items Folder
For information about the Recoverable Items Folder, see About the Recoverable Items Folder .
•
Message Statistics.
•
Last Message Sent Date
•
Last Message Read Date
Specifying parameters to collect message statistics
9
If you have selected the option to collect Message Statistics, you can set a date range and collection scope:
a
Enter the number of days back that message statistics should be collected. By default, 180 days is set.
b
Select whether you want to collect statistics for the entire mailbox or only the default folders (Sent Items and Inbox).
10
Specify the Exchange Online target mailboxes. You can enter a mailbox, group, or a dynamic distribution group in SMTP address format.
It is recommended that you add the Exchange Online users to a distribution group. You can then add the distribution group for the target mailboxes.
Setting the Exchange Web Service (EWS) connection
11
Select the authentication method to be used for EWS:
•
Basic
In the near future, Microsoft will discontinue support for Basic Authentication for EWS access to Exchange Online.
•
OAuth 2.0
To use OAuth 2.0, you must have specified an Azure Application ID in the Target Environments page. For information about registering an application and creating the Application (client) ID, see Registering UC Analytics with the Microsoft Azure portal .
12
Specify the Office 365 credential to be used to collect the mailbox folder statistics through EWS.
To improve data collection performance you can provide multiple credentials.
* 
TIP: Office 365 has a per-user throttling mechanism to protect the Exchange systems. It is recommended that you use dedicated user accounts on this page to avoid throttling caused by concurrent usage of the same account in other applications.
13
Click Save.

Creating an Exchange Online Calendar data source

You can create an Exchange Online Calendar data collection for a native Office 365 or for an Active Directory/Office 365 hybrid target environment. The collection gathers calendar appointment and meeting data from Exchange Online user mailboxes using Exchange Web Services (EWS).

To improve data collection performance, you can provide multiple credentials when you configure the data source. You can also create different Exchange calendar data collections that contain different groups of users.

For more information about credential prerequisites, see Permissions needed for Exchange Online Mailbox Content Summary and Exchange Online Calendar data .

To set up an Exchange Online Calendar data collection
1
Click the gear icon on the home page side bar.
2
Click Data Collection.
3
Click + beside the name of an the Active Directory/Office 365 Hybrid or Office 365 (native) target environment.
4
Select the Exchange Online Calendar check box.
5
Click the Exchange Online Calendar tile to open the configuration page.
6
Enable the data collection for this data source.
 
* 
NOTE: If you have installed more than one Data Engine (Collector), you have the option to select a different computer that hosts a data collector.,
Modifying the collection schedule
By default the data collection is set to run every four hours, aligned to midnight UTC. You can modify the run interval or you can set the collection to run at a specific time on specific days.
7
Set the schedule for the data collection:
a
Click Execute job every: and select an hourly interval.
- OR -
b
Click Execute job at: and select the specific job run time, the number of days between each job run, and a start date.
Selecting data to collect
8
Specify the types of data to be collected.
By default, Appointment / Meeting Subject is selected.
9
Specify the Exchange Online target mailboxes. You can enter a mailbox, group, or a dynamic distribution group in SMTP address format.
It is recommended that you add the Exchange Online users to a distribution group. You can then add the distribution group for the target mailboxes.
Setting the Exchange Web Service (EWS) connection
10
Select the authentication method to be used for EWS:
•
Basic
In the near future, Microsoft will discontinue support for Basic Authentication for EWS access to Exchange Online.
•
OAuth 2.0
To use OAuth 2.0, you must have specified an Azure Application ID in the Target Environments page. For information about registering an application and creating the Application (client) ID, see Registering UC Analytics with the Microsoft Azure portal .
11
Specify the Office 365 credential used to collect the calendar data.
To improve data collection performance you can provide multiple credentials.
* 
TIP: Office 365 has a per-user throttling mechanism to protect the Exchange systems. It is recommended that you use dedicated user accounts on this page to avoid throttling caused by concurrent usage of the same account in other applications.
12
Click Save.

Creating an Exchange Online Public Folders data source

Creating an Exchange Online Public Folders data source

For a native Office 365 or for an Active Directory/Office 365 hybrid target environment, you can create an Exchange Online Public Folders collection to gather public folder configuration and statistics from Office 365 using PowerShell. For information about the required permissions, see Permissions needed for the Exchange Online Public Folders data source .

To improve data collection performance, you can provide multiple credentials when you configure the data source. You can also create different public folder data collections that contain different groups of public folders.

To set up an Exchange Online public folders data collection
1
Click the gear icon on the home page side bar.
2
Click Data Collection.
3
Click + beside the name of an the Active Directory/Office 365 Hybrid or Office 365 (native) target environment.
4
Select the Exchange Online Public Folders check box.
5
Click the Exchange Online Public Folders tile to open the configuration page.
6
Enable the data collection for this data source.
 
* 
NOTE: If you have installed more than one Data Engine (Collector), you have the option to select a different computer that hosts a data collector.,
Modifying the collection schedule
By default the data collection is set to run every hour, aligned to midnight UTC. You can modify the run interval or you can set the collection to run at a specific time on specific days.
7
Set the schedule for the data collection:
a
Click Execute job every: and select an hourly interval.
- OR -
b
Click Execute job at: and select the specific job run time, the number of days between each job run, and a start date.
Specifying the data to collect
8
Select the types of data that you want to collect. In addition to statistics, you have the option to collect empty public folder mailbox data and public folder permissions.
•
By default, UC Analytics collects only public folder mailboxes that contain public folders. If a public folder mailbox is empty, UC Analytics skips that mailbox. If you want to collect information about empty public folder mailboxes, select the Empty Public Folder Mailboxes check box.
•
Collecting public folder permissions can be resource intensive. It is recommended that you create a separate instance of the Exchange Online Public Folders data source to collect permissions and select User permissions (Client permissions).
Specifying the collection targets
9
Specify the target public folders you want to collect:
•
All Exchange Online public folders starting from root public folder object (IPM_SUBTREE)
•
Specific Exchange Online public folders
Specifying the PowerShell connection
10
Select the authentication method to be used for remote PowerShell:
•
Basic
In the near future, Microsoft will discontinue support for Basic Authentication for remote PowerShell access to Exchange Online.
•
OAuth 2.0
To use OAuth modern authentication when accessing Exchange Online with remote PowerShell you must have the Exchange Online PowerShell module (v1 or v2) installed. For more information, see Installing the Exchange Online PowerShell module .
11
Specify the Office 365 credential to be used to collect the public folder data through remote PowerShell.
To improve data collection performance you can provide multiple credentials.
* 
TIP: Office 365 has a per-user throttling mechanism to protect the Exchange systems. It is recommended that you use dedicated user accounts on this page to avoid throttling caused by concurrent usage of the same account in other applications.
12
Click Save.

Setting chargeback costs for Exchange

You can specify the costs at which your Exchange email is charged. The calculated values appear in specific insights so you can determine the chargeback amounts for users or departments. You can use the chargeback insights to compare with external and internal billing.

You can specify the unit on which costs are calculated such per instance or per MB.

To set chargeback costs for Exchange
1
On the Admin Settings page, click the Chargeback tile.
2
Specify the currency that should be used in the Currency Symbol field.
3
Under Exchange - Base Charges, you can set chargeback costs for email messages and for mailboxes.
a
Click the Exchange row for which you want to assign a charge type and a cost.
b
Select the charge type (instance or MB).
c
Enter the cost to be changed for the charge type.
4
When you have completed entering charge types and costs to be calculated, click Save.
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