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Unified Communications Analytics 8.8.3 - Deployment Guide

Table of Contents

Prerequisites for your installation

Overview Supported environments

Supported browsers

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

Firewall configuration: ports for data collection Planning for deployment Determining where to install services What files need to communicate through software firewalls? What files should be excluded from anti-virus software? 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 a second Storage Engine 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

Entering multiple values in a field Recommendations for collecting from Office 365

How often do collections update the data? Viewing the collection job status Forcing a data source collection to run now Renaming a data source

When would I use the Delete Data option?

Managing data sources through batch operations Managing credentials used by multiple data sources Identifying your internal domains Classifying domains for message traffic Setting where data calculation for insights is performed Excluding <none> values from insights Excluding today's data in insights Setting time zone usage for all users Granting full access to Admin Settings Granting users access to data Setting working hours for rooms 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 for the Exchange Configuration data source Permissions needed for the Exchange Tracking Logs data source Permissions needed for Exchange Mailbox Contents, Exchange Mailbox Content Summary, or Exchange Calendar data sources Permissions needed for the Exchange IIS Logs (ActiveSync and OWA) data source Permissions needed for the Exchange Public Folders data source 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 Permissions needed for Exchange Online Mailbox Content Summary and Exchange Online Calendar 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 Database Creating a data source for Skype for Business/Lync QoE Database 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 a second Storage Engine Deploying additional collectors Using the Tools menu for support activities

Appendix A:Configuring Exchange and Office 365

Overview Setting impersonation for Exchange 2013/2016/2019 Configuring impersonation for Office 365 Registering UC Analytics with the Microsoft Azure portal Installing the Exchange Online PowerShell module Setting up a multi-forest environment with a one-way trust

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:Backup and recovery options

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

Appendix F:Custom configurations

Setting LDAP connections to use LDAPS (LDAP over SSL) Modifying the Data Query Availability job run Modifying collection days for data collections from log files Changing initial collection days for Exchange (Online) Mailbox Contents data sources Changing default values for formatted .csv or .tsv file exports Excluding insight date range and filters from subscription emails Changing the PowerShell wait time after transient errors Changing the PowerShell reconnect interval for Exchange Online Mailbox Configuration jobs Modifying timeout values for EWS collection jobs 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 G: Questions and answers about UC Analytics

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?

Suggested hardware configurations for different size environments

Generally you can install UC Analytics on a single computer. For some large installations, you might have a distributed installation on two or more computers. The following examples show the estimated requirements for a single server installation. The estimated requirements assume that you are collecting from all data sources, including Exchange public folders and Exchange IIS Logs (ActiveSync events and OWA logons).


	IMPORTANT: These estimates provided here are guidelines only. You might require more resources, depending on your environment and how you configure UC Analytics. Foremost, if you collect email message body, the required RAM and disk space will be greater than the estimates. If you configure many data sources, the required resources can increase.

For distributed installations, you can use the UC Analytics Deployment Sizing.xlsx spreadsheet to see different options that can meet your environment’s needs. The spreadsheet can be found under Documentation in the autorun.exe.

Table 2. Sample minimum requirements.
Minimum Requirements for	5,000 users	20,000 users	50,000 users	100,000 users
Minimum RAM	24 GB	36 GB	84 GB	144 GB
Disk Space	721 GB	2.9 TB	7.2 TB	14.4 TB
Processors	Quad core	Quad core	Eight core	16 Core
Data retention	1 year	1 year	1 year	1 year

To obtain optimal performance for a production installation, it is recommended that you install UC Analytics on a physical machine.

Example: Small single server installation

This example shows the suggested hardware requirements for a smaller deployment with all the service roles installed on a single computer. The environment from which data is to be collected has the following characteristics:

•

# of AD users = 5000

•

# of Exchange mailboxes = 5000

•

# of Exchange public folders = 5000

•

# of Skype/Lync users = 5000

•

# of Cisco users = 5000

•

Retention period = 365 days

Table 3. Shows the minimum requirements for a small single server installation.
Processor	RAM	Required Disk Space
Quad-core 64-bit	Minimum: 24 GB	721 GB

Example: Medium single server installation

This example shows the suggested hardware requirements for a medium installation with all the service roles installed on a single server. The environment from which data is to be collected has the following characteristics:

•

# of AD users = 20000

•

# of Exchange mailboxes = 20000

•

# of Exchange public folders = 20000

•

# of Skype/Lync users = 20000

•

# of Cisco users = 20000

•

Retention period = 365 days

Table 4. Shows the minimum requirements for a medium single server installation.
Processor	RAM	Required Disk Space
Quad-core 64-bit	36 GB	2.9 TB

Example: Larger single server installation

This example shows the suggested hardware requirements for a larger installation with all the service roles installed on a single server. The environment from which data is to be collected has the following characteristics:

•

# of AD users = 50000

•

# of Exchange mailboxes = 50000

•

# of Exchange public folders = 50000

•

# of Skype/Lync users = 50000

•

# of Cisco users = 50000

•

Retention period = 365 days

Table 5. Shows the minimum requirements for a larger single server installation.
Processor	RAM	Required Disk Space
Eight-core 64-bit	84 GB	7.2 TB

If you install the Storage Engine on a server with two disks, you should specify a directory on the non-operating system drive as the Storage Directory for the Storage Engine during installation.

Software prerequisites

This section lists the prerequisites for the individual UC Analytics components (services and service roles). If you want to install more than one component on a single server, you must ensure all the prerequisites for the components are met.

The server on which UC Analytics is installed must meet following minimum requirements:

Table 6. Software requirements

Minimum Requirements

Operating Systems

One of the following:

•

Windows 7 (64 bit version) or later

•

Windows Server 2008 R2 (Service Pack 1) or later

•

Windows Server 2012 and later

•

Windows Server 2016

•

Windows Server 2019

•

Windows Server 2022

Any server on which a UC Analytics service or service role is installed must have a static IP address defined.

For a distributed deployment, the Remote Registry Service must be running.

Prerequisites for the UC Analytics services

Prerequisites for the UC Analytics services

UC Analytics includes several services that are used to perform different activities. The following prerequisites must be met to install the following services:

•

Data Engine service

•

Query Engine service

•

Storage Engine service.

Table 7. Prerequisites for UC Analytics services.

Service Display Name

Minimum Requirements

UC Analytics Data Engine service

•

Microsoft .NET Framework 4.6 (full version) or later

•

PowerShell 3.0 or later

•

TLS (Transport Layer Security) 1.2 protocol must be enabled.

•

To use OAuth 2.0 to collect from Office 365, the Exchange Online PowerShell module (v1 or v2) must be installed.

•

To collect Office 365 user subscription data, the following software prerequisites must be met:

•

Microsoft Online Services Sign-in Assistant must be installed.

•

Windows Azure Active Directory Module for Windows PowerShell 1.x must be installed. (Version 2.x has different PowerShell cmdlets and will not work.)

Also, since the Microsoft Azure AD cmdlets use the proxy settings for Internet Explorer, ensure that the Internet Explorer proxy settings for the service account are set correctly.

UC Analytics Query Engine service

UC Analytics Storage Engine service

•

64-bit Java Runtime Environment (JRE) 8

You can download the Java Runtime Environment (JRE) from the following web site: http://java.com/en/download/manual.jsp.

•

Zulu OpenJDK 8 (Zulu Java 8 JRE for Windows, x86 64-bit in .MSI form)

For information and downloads, see https://www.azul.com/downloads/zulu-community/

Web site prerequisites

The Analytics web site requires IIS (Internet Information Services).

Under Internet Information Services (IIS), the World Wide Web Services must be installed. You install World Wide Web Services using Windows Features and enable the required services.

Table 8. World Wide Web Services (IIS) services that must be enabled.

Web server (IIS) services

Services that must be enabled

Application Development Features

•

Enable both ASP.NET 3.5 and ASP.NET 4.5 (or later) if available.

•

.NET Extensibility

•

ISAPI Extension

•

Common HTTP Features

Default Document

Windows Authentication

Under Web Management Tools, the following service must be enabled:

Table 9. Web Management services that must be enabled.
Web Management tools	Services that must be enabled
IIS 6 Management Compatibility	IIS Metabase and IIS 6 configuration compatibility

For information about setting security for your UC Analytics web site, see Setting up the web site for HTTPS .

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