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Unified Communications Analytics 8.6.1 - 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 Impersonation 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:Custom configurations and backup and recovery options Appendix F: Questions and answers about configuration

What are insight subscriptions?

In addition to viewing insights on the Analytics web site, users can create subscriptions for insights. Subscriptions allow users to automatically export selected insights to a format such as PDF, Microsoft Word (.docx), HTML, MHTML, or to csv (raw or localized), or tsv (raw or localized) formats.

Each subscription is scheduled to automatically send the exported insight to specific email addresses or to a file share. You can also create a subscription but set it to disabled so that the schedule is not implemented. For testing, you can set a subscription to Run Now.

* 
NOTE: For information about the difference between raw and localized .csv file format, see the section titled “Can I export an insight?” in the Unified Communications Analytics User Guide.

Users can create different schedules for each subscription so that the subscription insights are exported and sent on a regular basis.

Configuring settings for subscriptions

Before users can create and send subscriptions, you, as a UC Analytics administrator, must specify the SMTP relay server that is used to email the subscriptions. (If you are configuring subscriptions to post to file shares only, you do not have to specify a SMTP relay server.)

If you want, you can also specify a custom From Address and display name that appears on the subscription emails as the sender.

Prerequisites

You must be a product administrator to access Admin Settings.

Optionally, you can require authentication be used to access the SMTP server for email subscriptions. If you enabled authentication by checking the Authentication check box, the authentication credentials must have Sent As permissions for the Active Directory user associated with the email address that is in the Sender Address field.

The Sender Email Address is used to send SMTP email subscriptions and the Sender Display Name appears in the From field in the email.

 
* 
NOTE: The Sender Display Name that you specify may not always be shown in the From field when a recipient views a subscription email in Outlook or through OWA. In some case, the recipient will see the user name from the matching user object in Active Directory. This is due to changes made in Exchange 2010 and later that affect how the From header is populated.
To specify configuration settings for all subscriptions
1
Click the gear icon on the home page side bar to access Admin Settings.
2
Click the Subscriptions tile.
General Settings
3
Ensure that Enable subscriptions is selected.
a
For subscriptions where exported insights are sent by email, ensure that Enable email as a target output is selected.
b
For subscriptions where exported insights are posted to a file share, ensure that Enable file share as a target output is selected.
4
Select a value for Parallel subscriptions threshold to limit the number of subscriptions that can run concurrently.
* 
NOTE: Threshold value should not be more than two times the number of processor cores on the UC Analytics server that runs the Insights role.
Email SMTP Settings
5
Enter the SMTP mail server to be used to send subscription emails.
a
If required, specify a port for the SMTP server in the Port: field.
* 
NOTE: Since not all SMTP communication is done over port 25, you can specify the port number for the SMTP server. When the server name is displayed, the port number appears after a colon (:) at the end of the server name.
6
Specify an email address that will used as the email subscription sender address as in the Sender Email Address field.
If you enable SMTP authentication (described in the Advanced settings section that follows), the authentication credentials that you specify must have Sent As permissions for this sender address.
7
Optionally, you can specify a recipient for a test message in the Test Subscription Recipient field.
You can test that email subscriptions can be successfully sent by specifying a valid email address as the Test Subscription Recipient. After you enter the email address, click the Send Test Subscription button to send a test email to the specified address.
If you require authentication to access the SMTP server and want specify SMTP encryption, click Show advanced settings.
Advanced settings (not required for most deployments)
8
If authentication is required, select Use authentication for SMTP server and click Set credential.
a
Enter the credentials that are to be used to access the SMTP server.
a
If TLS or SSL is required to connect to the SMTP server, select the down arrow beneath the SMTP Encryption heading and select one of the following:
•
Use SSL
•
Use TLS
9
Enter the display name that should show as the From name on email subscriptions in the Sender Display Name field.
Subscription Retry Settings
10
If you want a subscription to attempt a retry when there is a failure, select Retry on subscription failure and select the number retries that should be attempted.
 
* 
NOTE: If you set Retry on subscription failure, UC Analytics will attempt to send the subscription every 30 minutes until the specified number of retries has been attempted.
11
Select the type of error that would trigger a failed subscription run to retry:
•
Unable to write to the file share - access is denied
•
Not enough disk space available in file share location
•
Recipient mailbox is unavailable
•
Unable to connect to the SMTP server
•
Sending email failed by timeout
•
Subscription sending was terminated due to server fault
For example, you might want the subscription to retry delivery if there is a transient error that causes the SMTP server to be unavailable. In this case, you could select the Unable to connect to SMTP server and leave the other options clear.
12
Click Save.

Once you have configured the Admin Settings for subscriptions, users can create subscriptions for insights. For information about how to create and schedule subscriptions, see the UC Analytics User Guide.

What if I configure authenticated SMTP with an Exchange server that uses Integrated Windows authentication?

Suppose you are configuring subscriptions to use authenticated SMTP and the following conditions apply:

•
The SMTP server is an Exchange server.
•
The Exchange server is configured to authenticate SMTP connections with Integrated Windows authentication.

In this case, the specified credential must be from a domain that is trusted by the domain which contains the server hosting UC Analytics. Integrated Windows authentication will likely use Kerberos authentication. Windows will not allow UC Analytics to construct the required Kerberos token if the token is from a domain that the server does not trust.

As in all other cases of authenticated SMTP through an Exchange server, the credential must have SendAs permission on the Active Directory user to which the Sender Address belongs (if the address is not one of the credential’s own email addresses).

Managing user subscriptions

As a product administrator, you have the ability to manage subscriptions that are created by other users. For example, several subscriptions might have been created by a user who is no longer with the company. You can access these subscriptions and disable or delete them if you want.

You can also create subscriptions for existing users that run under that user’s credentials.

To manage subscriptions
1
On the UC Analytics web site home page, click the subscriptions icon on the left border.
The list of your own subscriptions is displayed.
2
Click the Manage subscriptions for other users link on the top right.
A list of users is displayed.
3
Select the name of the user that owns the subscriptions that you want to modify or delete.
A list of the subscriptions owned by that user is displayed.
4
At the top of the list, you can select an option the will affect all of the subscriptions or create a new subscription for that user.
 
Table 29. General options for managing user subscriptions,
Option
Meaning

Create a new subscription for the selected user.

Refresh the list of subscriptions.

Delete all the user subscriptions.

Rerun all subscriptions that previously failed.

5
If you want to delete or modify a single subscription, select the subscription that you want.
You can modify a subscription, view the launch history for a subscription, or delete the subscription:
 
a
To modify the subscription, click on the subscription to open the subscription wizard which allows you to change the following parameters:
•
the schedule
•
the insights included in the subscription
•
the delivery format
•
the recipients of the subscription
 
* 
NOTE: For detailed information about creating subscriptions, see the Unified Communications Analytics User Guide.
b
To view the subscription launch history, click . For a description about the information that is shown in the subscription launch history, see the Unified Communications Analytics User Guide.
c
To run the subscription now, regardless of schedule, click .
d
To delete the subscription, click .

 

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
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