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Unified Communications Analytics 8.8.1 - 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 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

Adding Exchange Online data sources for native Office 365

Adding Exchange Online data sources for native Office 365

If you have a native Office 365 environment, there are four data sources that you configure to collect from Exchange Online using remote PowerShell and/or EWS:

•
Exchange Online Native User Configurations which retrieves user and distribution group data using remote PowerShell. See Creating an Exchange Online Native User Configuration data source .
•
Exchange Online Native Mailbox Configuration which retrieves Exchange Online mailbox configuration including statistics, permissions and mobile devices. See Creating an Exchange Online Native Mailbox Configuration data source .
•
Exchange Online Mailbox Contents which retrieves information about email traffic from Exchange Online user mailboxes using Exchange Web Services (EWS) and remote PowerShell. You can collect from some or all mailboxes. See Creating an Exchange Online Mailbox Content Summary data source .
•
Exchange Online Mailbox Content Summary which retrieves statistics about mailbox folders from Exchange Online user mailboxes using Exchange Web Services (EWS). See Creating an Exchange Online Mailbox Content Summary data source .
•
Exchange Online Calendar which retrieves information about appointments and meetings that your users have created in Outlook Online. See Creating an Exchange Online Calendar data source .
•
Exchange Online Public Folders which collect statistics and configuration information for your Exchange Online public folders using PowerShell. See Creating an Exchange Online Public Folders data source .
 
* 
NOTE: The Exchange Online Mailbox Contents, Exchange Online Mailbox Content Summary, and Exchange Online Public Folders data sources can be added to an Active Directory Forest / Office 365 (hybrid) target environment to collect from hybrid Exchange Online or to a native Office 365 target environment to collect from native Exchange Online.

Creating an Exchange Online Native User Configuration data source

For a native Office 365 target environment, you can create an Exchange Online native user configuration collection to gather user and distribution group details from Exchange Online using remote PowerShell.

Exchange Online data sources do not display in the Data Collection page until you have added Office 365 as a target environment. For more information, see Adding a target environment for native Office 365 .

For more information about credential prerequisites, see Permissions needed for Exchange Online Native User Configuration data source .

By default, the data source collects only direct members of groups. For example, if a distribution group contained 10 users and 14 distribution groups, the number of direct members would be counted as 24.

If you want to collect the effective members (direct and indirect) for a group you can use the Advanced settings in the Collect Effective (Direct and Indirect) Members for Groups section. For example, if you collect from a distribution group that has 10 user members and one distribution group member (that has 20 members), the number of direct members is 11 but the number of effective members is 30.

To set up an Exchange Online native user configuration collection
1
Click the gear icon on the home page side bar.
2
Click Data Collection.
3
Click + beside the name of the Office 365 target environment.
4
Select the Exchange Online Native User Configuration check box.
5
Click the Exchange Online Native User Configuration 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 6 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 Run job every: and select an hourly interval.
- OR -
b
Click Run 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
Select the data that you want to collect.
By default, the data source collection gathers direct members of standard distribution and security groups. If you want to also collect direct members for dynamic distribution groups, select the Direct Members check box under the selected Dynamic Distribution Groups check box.
Specifying the PowerShell connection
9
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 .
10
Specify the Office 365 credential used to collect the user configuration data through PowerShell.
Advanced settings (not required for most deployments)
•
By default, the data source collects direct members of groups. If you want to collect effective members (direct and indirect) for groups, click Show Advanced Settings in the Collect Effective (Direct and Indirect) Members for Groups section. You can select to collect effective members for specified groups or for all groups.
If you select Effective members for specific groups and click Add group, you have the option to add each group individually or you can enter a list of groups, each entry separated by a semi-colon (;).
 
* 
IMPORTANT: If you collect effective membership for many groups, it can have significant impact on performance and storage requirements.
•
To specify the type of collection method used for PowerShell, click Show Advanced Settings in the Exchange Online PowerShell Connection Parameters section. You can select Paging or Streaming. For details about each method, see About PowerShell collection method options .
11
Click Save.

Creating an Exchange Online Native Mailbox Configuration data source

Creating an Exchange Online Native
Mailbox Configuration data source

For a native Office 365 target environment, you can create a mailbox configuration collection to gather mailbox statistics such as mailbox size, mailbox permissions, and remote devices from Exchange Online mailboxes using remote PowerShell. For hybrid Office 365 (Exchange Online and on-premise Exchange), see Creating an Exchange IIS Logs data source .

Exchange Online data sources do not display in the Data Collection page unless you have added Office 365 as a target environment. For more information, see Adding a target environment for native Office 365 .

For more information about credential prerequisites, see Permissions needed for Exchange Online Native Mailbox Configuration data source .

 
* 
TIP: For some fields you can enter multiple values separated by a semi-colon (;). For details, see Entering multiple values in a field .
To set up an Exchange Online native mailbox configuration collection
1
Click the gear icon on the home page side bar.
2
Click Data Collection.
3
Click + beside the name of the Office 365 (native) target environment.
4
Select the Exchange Online Native Mailbox Configuration check box.
5
Click the Exchange Online Native Mailbox Configuration 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 6 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 Run job every: and select an hourly interval.
- OR -
b
Click Run 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
Select the types of data to collect:
•
Mailbox permissions
•
Mailbox (permissions)
•
Recipient permissions (Send As permissions)
•
Delegates (Send On Behalf Of permissions)
•
Mobile devices
•
Mailbox statistics
•
Personal Archive Mailboxes (Configuration)
•
Personal Archive Mailboxes (Statistics)
9
Specify the target mailboxes you want to collect:
•
All Exchange Online mailboxes
•
Specific Exchange Online mailboxes
For specific mailboxes, you can enter the common name or email address of a mailbox, a group. or a dynamic distribution group.
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 mailbox configuration 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.
Advanced settings (not required for most deployments)
•
To specify the type of collection method used for PowerShell, click Show Advanced Settings in the Exchange Online PowerShell Connection Parameters section. You can select Paging or Streaming. For details about each method, see About PowerShell collection method options .
12
Click Save.

Creating an Exchange Online Mailbox Contents data source

You can create a mailbox contents collection for a native Office 365 or for an Active Directory/Office 365 hybrid target environment. The collection gathers email traffic 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.

In addition to message traffic, you can configure the mailbox contents collection to gather the following message information from the target mailboxes:

•
Subject
•
Body
•
File attachments
•
Localized send / receipt time (to time zone of working hours) and working hours
This option is used to show “after hours” and “response time” data in insights, based on the working hours set in the calendar for each mailbox.
•
Internet Message Headers (provides technical details about the message, such as who sent it, the software used to compose it, and the email servers that it passed through on its way to the recipient)

For more information about credential prerequisites, see Permissions needed for Exchange Online Mailbox Contents data .

 
* 
TIP: For some fields you can enter multiple values separated by a semi-colon (;). For details, see Entering multiple values in a field .
To set up an Exchange Online Mailbox Contents 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 Contents check box.
5
Click the Exchange Online Mailbox Contents 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 Minimum amount of time between job runs: and select an hourly interval.
- OR -
b
Click Run 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
Select the data that you want to collect.
Recommendation
If you select Body or Internet Message Headers, it is recommended that you limit the number of mailboxes to a key group of user mailboxes for this specific data collection.
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 Online PowerShell and Exchange Web Service (EWS) connection
10
Select the authentication method to be used for remote PowerShell and EWS:
•
Basic
In the near future, Microsoft will discontinue support for Basic Authentication for remote PowerShell and 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 .
You also must have the Exchange Online PowerShell module installed. For information, see Installing the Exchange Online PowerShell module .
11
Specify the Office 365 credential used to collect the mailbox 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.
Collecting messages
You can set the collection scope to collect messages from the entire mailbox or only from the default (Inbox and Sent) folders. For performance reasons, you might want to only to collect messages from the Inbox and Sent folders.
•
Entire mailbox
•
Default folders
Expanding child groups for recipient parent groups
By default, the data source collects message data for groups that were direct message recipients and expands the groups to include any child groups that were message recipients. You have the option to restrict data collection to include only the groups that are direct message recipients.
 
* 
NOTE: If you have a lot of child groups that are hidden or deleted you might want to restrict the data collection to only groups that are direct message recipients.
12
Decide is you want to expand all child groups or only collect groups that are direct recipients by clicking Yes or No.
Advanced settings (not required for most deployments)
•
To specify the type of collection method used for PowerShell, click Show Advanced Settings in the Exchange Online PowerShell Connection Parameters section. You can select Paging or Streaming. For details about each method, see About PowerShell collection method options .
13
Click Save.
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