Unified Communications Analytics 8.6.1

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Table of Contents

Prerequisites for your installation

Overview Supported environments

Supported browsers

Architecture

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 When would I use the Delete Data option?

How often do collections update the data? Viewing the collection job status Forcing a data source collection to run now Renaming a data source Identifying your internal domains Classifying domains for message traffic Setting where data calculation for insights is performed Setting time zone usage for all users Granting full access to Admin Settings Granting users access to data 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 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 Modifying the Data Query Availability job run Modifying collection days for IIS log and Exchange tracking log collections Changing default values for formatted .csv or .tsv file exports Changing the PowerShell wait time after transient errors Modifying timeout values for EWS collection jobs

Appendix A:Configuring Impersonation

Setting impersonation for Exchange 2013/2016/2019 Setting impersonation for Office 365

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:Custom configurations and 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 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 F: Questions and answers about configuration

Introduction

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?

Permissions needed for the Exchange Online Hybrid User Configuration data source

You would create an Exchange Online hybrid user configuration data source only if you have an Exchange/Office 365 hybrid environment. The credentials that you specify to collect Active Directory user data using LDAP must have the following permissions:

•

Read permissions on all the Active Directory user objects.

The credentials that you specify for Exchange Online PowerShell to collect user data using remote PowerShell and must have the following permissions:

•

Be a member of the Exchange View-Only Organization Management role in the Exchange Online tenant.

•

Have PowerShell access enabled.

Permissions needed for the Exchange OnlineHybrid Mailbox Configuration data source

Permissions needed for the Exchange Online
Hybrid Mailbox Configuration data source

The credentials that you specify to collect Active Directory user data using LDAP must have the following permissions:

•

Read permissions on all the Active Directory user objects.

The credentials that you specify to connect to Exchange Online using remote PowerShell must:

•

Be a member of the Exchange View-Only Organization Management role in the Exchange Online tenant.

•

Have PowerShell access enabled.

•

Have sufficient permissions to run the Azure AD cmdlet Get-MsolUser (This permission is not required if you are using the Azure AD Connect synchronization method with Exchange 2016 or Exchange 2019.)

To collect mailbox recipient “send as” permissions, the credentials must also:

•

Be a member of the Recipient Management role group in the Exchange Online tenant.

Permissions needed for the Exchange OnlinePublic Folders data source

Permissions needed for the Exchange Online
Public Folders data source

The credentials that you specify to connect to Exchange Online using remote PowerShell must:

•

Be a member of the Exchange View-Only Organization Management role in the Exchange Online tenant.

•

Have PowerShell access enabled.

Permissions needed for Exchange Online Mailbox Contents data

The Exchange Online Mailbox Contents data source can be configured to collect in either hybrid or native Office 365 deployments.

•

To configure the data source to collect in a hybrid deployment, you must add the data source in an Active Directory Forest/Office 365 Hybrid target environment.

•

To configure the data source to collect in a native Office 365 deployment, you must add the data source to an Office 365 (native) target environment.

The credentials that you specify to collect Exchange Online mailbox contents data using EWS must:

•

Have Exchange impersonation permissions for all the Exchange Online target mailboxes.

•

Have Exchange Web Services (EWS) access enabled.

•

Be a member of the Exchange View-Only Organization Management role in the Exchange Online tenant.

•

Have PowerShell access enabled.

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Unified Communications Analytics 8.6.1 - Deployment Guide

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