Microsoft Lync Server 2010 Archiving

Deployment Guide

Microsoft Lync Server 2010

Published: February 2011
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Contents
Deploying Archiving.....................................................................................................................1
Archiving Deployment Overview...............................................................................................1
Setting Up Systems and the Infrastructure for Archiving..........................................................4
Setting Up System Platforms................................................................................................4
Installing Lync Server 2010 Prerequisite Software................................................................4
Installing Message Queuing for Archiving.............................................................................5
Installing SQL Server for the Archiving Database.................................................................6
Setting Up File Storage for Archiving....................................................................................6
Setting Up Permissions.........................................................................................................7
Adding an Archiving Server to an Existing Deployment............................................................7
Add an Archiving Server to the Topology..............................................................................7
Publish the Updated Topology..............................................................................................8
Install an Archiving Server........................................................................................................9
Configuring Support for Archiving...........................................................................................11
Configuring and Assigning Initial Archiving Policies............................................................11
Configure the Global Policy for Archiving.........................................................................11
Create a Site Policy for Archiving....................................................................................12
Create a User Policy for Archiving...................................................................................13
Apply an Archiving Policy to a User or User Group.........................................................14
Configure Archiving Options for a Site................................................................................15
Deploying Archiving
Archiving Server is a server role in Microsoft Lync Server 2010. Archiving Server provides a
solution for archiving instant messaging (IM) content and conferencing communications in Lync
Server 2010 for compliance purposes. For details about what Archiving Server does, see
Planning for Archiving in the Planning documentation.

In This Section
• Archiving Deployment Overview
• Setting Up Systems and the Infrastructure for Archiving
• Adding an Archiving Server to an Existing Deployment
• Install an Archiving Server
• Configuring Support for Archiving

Archiving Deployment Overview

As with deployment of your other Microsoft Lync Server 2010 components, deployment of
Archiving Server requires that you use Topology Builder to create and publish a topology that
incorporates the necessary components, prior to installing Lync Server 2010 on an Archiving
Server.

Deployment Sequence
You can deploy Archiving Server at the same time that you deploy your initial topology or after
you have deployed at least one Front End pool or Standard Edition server. This document
describes how to deploy Archiving Server by adding it to an existing deployment. If you
incorporate the Archiving Server in your initial topology instead, the information required to deploy
it as part of the initial topology is the same, but you do not run Topology Builder again to add the
Archiving Server.
If you enable archiving in one Front End pool or Standard Edition server, you should then enable
it for all other Front End pools and Standard Edition servers in your deployment. This is because
users whose communications are required to be archived can be invited to a group IM
conversation or meetings hosted on a different pool. If archiving is not enabled on the pool where
the conversation or meeting is hosted, the session cannot be archived.
If archiving is critical in your organization for compliance reasons, be sure to deploy an Archiving
Server and enable archiving for all appropriate users before you enable those users for Lync
Server 2010.

Archiving Server Deployment Process

The following table provides an overview of the steps required to deploy archiving support in an
existing topology.

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 Microsoft Lync Server 2010 Archiving Deployment Guide
Archiving Server Deployment Process

Phase Steps Roles and group memberships Documentation

Install On hardware that Domain user who is a member Supported Hardware

prerequisite meets system of the local Administrators in the Supportability
hardware and requirements, group documentation
software install the following: Server Software and
• An Infrastructure
operating Support in the
system that Supportability
meets system documentation
requirements. Determining Your
• Software System
prerequisites Requirements in the
for all Lync Planning
Server 2010 documentation.
servers. Technical
• Message Requirements for
Queuing, with Archiving in the
Active Planning
Directory documentation
Domain Installing Message
Services Queuing for
Integration Archiving and
enabled, on the Installing SQL Server
server that will for the Archiving
be the Database in the
Archiving Deployment
Server. documentation
• Message
Queuing, with
Active
Directory
Domain
Services
Integration
enabled, on
every Front
End Server and
Standard
Edition server
that homes the
users for whom
you want to

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 Microsoft Lync Server 2010 Archiving Deployment Guide
Phase Steps Roles and group memberships Documentation

collect IM
conversation
on Archiving
Server.
• SQL
Server on the
server that will
store the
Archiving
Server back-
end database.
Also set up file
storage to be used
for the archiving file
share.

Create the Run Topology To define a topology, an Adding an Archiving

appropriate Builder to add account that is a member of the Server to an Existing
internal topology archiving local Users group Deployment in the
to support components to the To publish the topology, an Deployment
archiving topology, and then account that is a member of the documentation
publish the Domain Admins group and
topology, which RTCUniversalServerAdmins
must be done prior group, and that has full control
to installation of the permissions (read/write/modify)
Archiving Server. on the file share to be used for
the archiving file store (so that
Topology Builder can configure
the required DACLs)

Install Archiving 1. Install the User account that is a member Install an Archiving
Server and start local of the Local Administrators Server in the
the Lync Server configuration group, is a domain user Deployment
Archiving service store. account that is a member of the documentation
2. Setup Lync RTCUniversalServerAdmins
Server 2010 group, and has access
components permission for the SQL
instance for the Archiving
3. Start the
database.
Lync Server
Archiving
service.

Configure Configure RTCUniversalServerAdmins Configuring Support

archiving policies archiving, including group (Windows PowerShell for Archiving in the

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 Microsoft Lync Server 2010 Archiving Deployment Guide
Phase Steps Roles and group memberships Documentation

and support the global policy only)or assign users to the Deployment
and any site and CSArchivingAdministrator or documentation
user policies, and CSAdministrator role
specific archiving
options, such as
critical mode and
data export and
purging.

Setting Up Systems and the Infrastructure for Archiving

Before installing Archiving Server, you need to deploy the appropriate hardware and software for
all archiving components.

In This Section
• Setting Up System Platforms
• Installing Lync Server 2010 Prerequisite Software
• Installing Message Queuing for Archiving
• Installing SQL Server for the Archiving Database
• Setting Up File Storage for Archiving
• Setting Up Permissions

Setting Up System Platforms

Before starting the installation of an Archiving Server, you must install the required operating
system on hardware that meets system requirements. For details about supported hardware for
Microsoft Lync Server 2010 servers, database servers, and file servers, see Supported Hardware
in the Supportability documentation. For details about supported operating systems and database
software, see Server and Tools Operating System Support and Database Software and
Clustering Support in the Supportability documentation. For details about Windows update
requirements, see Additional Software Requirements in the Planning documentation.

Installing Lync Server 2010 Prerequisite Software

All servers running Microsoft Lync Server 2010 communications software must have the following
software installed:
• Microsoft .NET Framework 3.5 with SP1 (to be installed using Server Manager)
• Microsoft Visual C+ 2008 Redistributable (can be installed automatically by Lync Server
2010, if not already installed on the computer)
• Windows Media Format Runtime (can be installed automatically by Lync Server 2010, if
not already installed on the computer)

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 Microsoft Lync Server 2010 Archiving Deployment Guide
• Windows PowerShell version 2.0 (is already installed on some Windows operating
systems)
• Windows Installer version 4.5
Although Lync Server 2010 can automatically install everything except .NET Framework 3.5 with
SP1, Windows PowerShell version 2.0, and Windows Installer version 4.5, installing all software
prior to starting installation of Lync Server 2010 on the Archiving Server can streamline the
installation process.
At a minimum, you must install Windows Installer version 4.5, NET Framework 3.5 with SP1, and,
if it is not already installed on the computer, Windows PowerShell version 2.0. For computers on
which Windows PowerShell version 1.0 is installed, you must uninstall it before installing
Windows PowerShell version 2.0.
For details about all these software requirements, including how to download the software, see
Additional Software Requirements in the Planning documentation.

Installing Message Queuing for Archiving

Before deploying Archiving Server you must install Message Queuing (also known as MSMQ),
with Active Directory Domain Services Integration enabled, on the server running Archiving
Server and each Front End Server for which an Archiving Server will archive data. Archiving
Server uses Message Queuing to ensure reliability when processing data.

To install Message Queuing by using Server Manager

1. Log on as a domain user with local administrator rights to the server that will be
running Archiving Server or the Front End Server.
2. Click Start, point to Programs, point to Administrative Tools, and then click Server
Manager.
3. Click Add Features.
4. Expand Message Queuing, expand Message Queuing Services, and verify that the
Message Queuing Server and Directory Service Integration check boxes are
selected.
5. Click Next, and then click Install.
6. When prompted to restart the computer, click OK to complete the installation.

Note:
To ensure that Message Queuing is installed and ready for installation of
Archiving Server, enable the Advanced Features on the View tab in Active
Directory Users and Computers to view and verify that Message Queuing is
enabled for the computer.

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 Microsoft Lync Server 2010 Archiving Deployment Guide

To install Message Queuing programmatically

• Run the following command:
servermanagercmd.exe -install MSMQ MSMQ-Services MSMQ-Server MSMQ-Directory

Note:
To ensure that Message Queuing is installed and ready for installation of
Archiving Server, verify in Active Directory Users and Computers that it is
enabled for the computer.

Installing SQL Server for the Archiving Database

Archiving Server requires the Microsoft SQL Server database software to store the archive data.
You must install Microsoft SQL Server on the computer that will host the Archiving Server
database. This can be the same computer that runs Archiving Server, the computer that runs
Monitoring Server, the database for the Monitoring Server, or a dedicated database server for
archiving. You can also use the same SQL instance that you use for the back-end database of a
Front End pool. For best performance, you should deploy the Archiving database on a computer
that is separate from the Central Management store.
Lync Server 2010 supports the following 64-bit versions of SQL Server:
• SQL Server 2008 Enterprise with Service Pack 1 (SP1)
• SQL Server 2008 Standard with SP1
• SQL Server 2005 Standard Edition with SP3
• SQL Server 2005 Enterprise Edition with SP3

Note:
SQL Server 2008 Express and SQL Server 2005 Express Edition are not supported. For
additional SQL Server requirements and restrictions, see Database Software and
Clustering Support in the Supportability documentation.
If the account used to publish the topology has the appropriate administrator rights and
permissions, you can create the archiving database (LcsLog) when you publish your topology.
You can also create the database later, including as part of the installation procedure.
For details about SQL Server, see the SQL Server TechCenter at http://go.microsoft.com/fwlink/?
LinkID=129045.

Setting Up File Storage for Archiving

If you decide to archive conferencing content, in addition to instant messaging (IM) content, all
conferencing content, including documents, Microsoft PowerPoint presentations, and shared files,
is stored on a file share. You can use an existing file share or specify a new file share (on existing
file storage) during installation of the Archiving Server. For details about supported file storage
systems, see File Storage Support in the Supportability documentation.

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 Microsoft Lync Server 2010 Archiving Deployment Guide
Setting Up Permissions
Delegation of setup and administration has changed in Microsoft Lync Server 2010. Specific tasks
still require that users performing those tasks be members of one or more specific groups, but
you can now use role-based access control (RBAC) to grant privileges by assigning users to pre-
defined Lync Server administrative roles.
Before you start deploying an Archiving Server, ensure that the appropriate user rights and
permissions are in place, and that any users that you want to assign to a specific RBAC role have
been assigned to that role. For details about the user rights, permissions, and roles for deploying
an Archiving Server, see Archiving Deployment Overview, which is available in the Planning
documentation and the Deployment documentation. For details about RBAC, see Role-Based
Access Control in the Planning documentation.

Adding an Archiving Server to an Existing Deployment

After you install the prerequisite software on each server on which you plan to deploy any
archiving component, you must use Topology Builder to add the Archiving Server to your
topology, and then publish the topology. You perform these tasks before you install Lync Server
2010 for the Archiving Server.

In This Section
• Add an Archiving Server to the Topology
• Publish the Updated Topology

Add an Archiving Server to the Topology

You must incorporate Archiving Server in your topology before you can install Microsoft Lync
Server 2010 software to set up your Archiving Server. The information in this topic explains how
to use Topology Builder to add Archiving Server to your existing topology.

To add an Archiving Server to a topology

1. On a computer that is running Lync Server 2010 or on which the Lync Server
administrative tools are installed, log on using an account that is a member of the local
Users group (or an account with equivalent user rights).

Note:
You can define a topology by using an account that is a member of the local
Users group, but to publish a topology, which is required to install a Lync Server
2010 server, you must use an account that is a member of the Domain Admins
group and the RTCUniversalServerAdmins group, and that has full control
permissions (that is, read, write, and modify) on the file share that you are going
to use for the archiving file store (that is, so that Topology Builder can configure
the required DACLs), or an account with equivalent rights.
2. Start Topology Builder: Click Start, click All Programs, click Microsoft Lync Server
2010, and then click Lync Server Topology Builder.

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 Microsoft Lync Server 2010 Archiving Deployment Guide
3. In the console tree, right-click Archiving Servers, and then click New Archiving
Server.
4. In Define the fully qualified domain name, in FQDN, specify the FQDN for the
Archiving Server that you want to add.
5. In Define the SQL store, do one of the following:
• To use an existing SQL store, click Use a previously defined SQL store, and
then, in the drop-down list, click the name of the SQL store that you want to use.
• To specify a new SQL store, click Define a new SQL store, and then do the
following:
a. In SQL Server FQDN, specify the FQDN of the SQL Server on which you want to
create the new SQL store.
b. Under SQL Instance, either click Default Instance to use the default instance or,
to specify a different instance, click Named Instance, and then specify the instance
you want to use.
6. In the Define file store dialog box, do one of the following:
• To use an existing file share for the file store, click Use a previously defined file
share, and then, in the drop-down list, click the name of the file share that you want
to use.
• To specify a new file share for the file store, click Define a new file share, and
then do the following:
a. In File Server FQDN, specify the FQDN of the file server.
b. In File Share, type a name for the new file share.

Important:
You can define the file share in Topology Builder before you create the file
share, but you must create the file share in the defined location you define
before you publish the topology.
7. In the Associate Front End pools dialog box, under Unassigned Pools, select the
check box in front of each of the unassigned pools in the list with which the Archiving
Server should be associated.
8. After finishing the wizard to add Archiving Server to the topology, look in the
navigation pane in Topology Builder and verify that the server is listed under the Archiving
Servers node.

Publish the Updated Topology

After updating your topology in Topology Builder, you must publish the topology to the Central
Management store before you can install and configure the Archiving Server. Read-only copies of
the data are replicated to all servers in the topology to keep all servers in sync with topology and
other configuration changes.

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 Microsoft Lync Server 2010 Archiving Deployment Guide
To publish an updated topology
1. On a computer that is running Lync Server 2010 or on which the Lync Server
administrative tools are installed, log on using an account that is a member of both the
Domain Admins group and the RTCUniversalServerAdmins group, and that has full
control permissions (that is, read, write, and modify) on the file share to be used for the
archiving file store (so that Topology Builder can configure the required DACLs), or an
account with equivalent user rights.
2. Start Topology Builder: Click Start, click All Programs, click Microsoft Lync Server
2010, and then click Lync Server Topology Builder.
3. In the console tree, right-click Lync Server 2010, and then click Publish Topology.
4. On the Publish the topology page, click Next.
5. On the Create other databases page, verify that the database is selected, and then
click Next.

Notes:
If you do not have the appropriate permissions to create databases, you can cancel the
selection the database and someone with appropriate permissions can create the database.
For details about the required administrator rights and permissions, see Deployment
Permissions for SQL Server in the Lync Server 2010 Deployment documentation.
Only databases on dedicated SQL Servers can be installed using Topology Builder.
Databases on SQL Servers that are collocated with other server components must be
installed by running local setup on that computer.
6. On the Publishing wizard complete page, verify that the topology was successfully
published, and then click Finish.

Important:
After publishing the topology, you must install Lync Server 2010 on the computer
that you want to use as the Archiving Server, and then configure archiving
support to complete your Archiving Server deployment.

Install an Archiving Server

The Lync Server Deployment Wizard uses the configuration file generated by Topology Builder to
install the necessary files and set up the Archiving Server.

Note:
If the Visual C++ 2008 Redistributable and the Visual J# version 2.0 Redistributable are
not already installed on the computer, the installation wizard prompts you to automatically
install them. Microsoft .NET Framework 3.5 with SP1, Message Queuing, Windows
PowerShell version 2.0, and Windows Installer version 4.5 must already be installed on
the server that you are deploying as the Archiving Server, and SQL Server must already
be installed on the server on which you want the archiving database server to reside. The
following procedure assumes that all the prerequisite software has already been installed.

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 Microsoft Lync Server 2010 Archiving Deployment Guide
For details about prerequisite software installation, see Installing Lync Server 2010
Prerequisite Software.

To install an Archiving Server

1. On the computer on which you want to install Archiving Server, log on using an
account that is a member of the local Administrators group, is a domain user account
that is a member of the RTCUniversalServerAdmins group, and has access permission
for the SQL instance for the Archiving database (or an account with equivalent user
rights).
2. Start the Lync Server Deployment Wizard from the Lync Server installation media.
3. On the first page of the Lync Server Deployment Wizard, specify the installation
location (by default, C:\Program Files\Microsoft Lync Server 2010).
4. On the License Agreement page, review the license agreement, select the I accept
the terms in the license agreement check box to proceed, and then click OK.
5. On the Welcome page, click Install or Update Lync Server System.
6. In Step 1: Install Local Configuration Store, click Run.

Note:
The Lync Server Deployment Wizard reads the configuration information from the
Central Management store, which you defined using Topology Builder, and writes
the XML configuration file to the local computer.
7. On the Configure Local Replica of Central Management Store page, click
Retrieve directly from the Central Management Store (Requires read access to the
Central Management Store).
8. In Step 2: Setup or Remove Lync Server Components, click Run.

Note:
The Lync Server Deployment Wizard installs the Lync Server components
specified in the XML configuration file stored on the local computer.
9. Skip Step 3: Request, Install or Assign Certificates, because there are no
certificate requirements for the Archiving Server.
10. In Step 4: Start Services, click Run.

Note:
Before you start the services, verify that the LcsLog database was correctly
created in the SQL Server instance you specified for Archiving Server.
11. Click Exit.
12. When the installation completes, click Finish.

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 Microsoft Lync Server 2010 Archiving Deployment Guide
Configuring Support for Archiving
After installing the Archiving Server, you use the Microsoft Lync Server 2010 Control Panel to
configure your deployment to support archiving.

In This Section
• Configuring and Assigning Initial Archiving Policies
• Configure Archiving Options for a Site

Configuring and Assigning Initial Archiving Policies

In Lync Server 2010 Control Panel, you can use the Archiving Policy page of the Archiving and
Monitoring group to manage policies at a global, site, or user level, including configuring the
default global policy and creating one or more additional user and site policies for your
deployment. The global policy is created automatically when you deploy Archiving Server and can
be configured, but not deleted. You can create and configure multiple site and user policies that,
together with the global policy, control which communications are archived. In each policy, you
can enable or disable archiving of internal communications, external communications, or both. By
default, archiving is not enabled for internal or external communications. Site archiving policies
override the global archiving policy, but only for users of that site. User policies override both
global and site policies for the users to whom the user policy is assigned.

Note:
In order to configure and use archiving, you must first install the Archiving Server and the
archiving database.

In This Section
• Configure the Global Policy for Archiving
• Create a Site Policy for Archiving
• Create a User Policy for Archiving
• Apply an Archiving Policy to a User or User Group

Configure the Global Policy for Archiving

You can use the default global policy by itself to enable archiving settings to all internal users in
your deployment, all external users, or both. You can also specify additional policies for sites and
users to control whether archiving is enabled for specific users and sites. For example, you could
configure the global policy to enable archiving of internal communications and external
communications, and then create a site policy that specifies that archiving is not enabled for
internal communications, external communications, or both.
You cannot delete the global policy. If you attempt to delete it, the configuration resets to the
default values.

Notes:
In order to configure and use archiving, you must first install the Archiving Server and the
archiving database. For details, see Deploying Archiving in the Deployment documentation.

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 Microsoft Lync Server 2010 Archiving Deployment Guide
To configure archiving support, you must enable support for each type of archiving you want to
support, as well as configure and, if appropriate, assign policies and configure other options to
control how archiving is implemented. For details, see Configuring Support for External User
Access and Configure Archiving Options for a Site in the Deployment documentation or Managing
External Connectivity in the Operations documentation.

To configure the global policy for archiving

1. From a user account that is assigned to the CsArchivingAdministrator or
CsAdministrator role, log on to any computer in your internal deployment.
2. Open a browser window, and then enter the Admin URL to open the Lync Server
Control Panel. For details about the different methods you can use to start Lync Server
Control Panel, see Installing and Using Administrative Tools.
3. In Lync Server Control Panel, click Monitoring and Archiving, and then click
Archiving Policy.
4. Click Global in the list of policies, click Edit, and then click Show details.
5. In Edit Archiving Policy - Global, do the following:
• In Name, specify a new name for the global policy, if you do not want to use the
default of Global.
• In Description, provide details about what the user policy is (for example, Global
policy for centralSiteName
• To control archiving of internal communications for all sites and users not
specifically controlled through a site policy or user policy, select or clear the Archive
internal communications check box.
• To control external archiving for the specifying users for all sites and users not
specifically controlled through a site policy or user policy, select or clear the Archive
external communications check box.
6. Click Commit.

Create a Site Policy for Archiving

For each site you have deployed, you can create an archiving policy to control whether archiving
for that site is enabled or disabled for the following:
• Internal communications
• External communications
The configuration in the site policy overrides the global policy, but only for the specific site
covered by the site policy. For example, if you enable archiving of internal and external
communications in the global policy, you might specify a site policy that disables archiving for
internal communications, external communications, or both for that one site.

Notes:
In order to configure and use archiving, you must first install the Archiving Server and the
archiving database. For details, see Deploying Archiving in the Deployment documentation.

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 Microsoft Lync Server 2010 Archiving Deployment Guide
To configure archiving support, you must enable support for each type of archiving you want to
support, as well as configure and, if appropriate, assign policies and configure other options to
control how archiving is implemented. For details, see Configuring Support for External User
Access and Configure Archiving Options for a Site in the Deployment documentation or Managing
External Connectivity in the Operations documentation.

To create an archiving policy for a site

1. From a user account that is assigned to the CsArchivingAdministrator or
CsAdministrator role, log on to any computer in your internal deployment.
2. Open a browser window, and then enter the Admin URL to open the Lync Server
Control Panel. For details about the different methods you can use to start Lync Server
Control Panel, see Installing and Using Administrative Tools.
3. In the left navigation bar, click Monitoring and Archiving, and then click Archiving
Policy.
4. Click New, and the click Site policy.
5. In Select a Site, click the site to which the policy is to be applied.
6. In New Archiving Policy, do the following:
• In Name, specify a name for the new site policy (for example, externalContoso).
• In Description, provide details about what the site policy is (for example,
External user archiving policy for Contoso).
• To control archiving of internal communications for the site, select or clear the
Archive internal communications check box.
• To control archiving of communications with external users for the site, select or
clear the Archive external communications check box.
7. Click Commit.

Create a User Policy for Archiving

You can create an archiving policy to control whether archiving for specific users is enabled or
disabled for the following:
• Internal communications
• External communications
In Microsoft Lync Server 2010 Control Panel, you define user policies that can be assigned to
users in Users.
The user policy overrides the global policy and site policies, but only for the specific users
assigned the user policy. For example, if you enable archiving of internal and external
communications in the global policy, you might specify a site policy that disables it for internal
communications, external communications, or both for that one site, and then specify a user
policy that enables archiving for a specific group of users at that site.

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 Microsoft Lync Server 2010 Archiving Deployment Guide
Notes:
In order to configure and use archiving, you must first install the Archiving Server and the
archiving database. For details, see Deploying Archiving in the Deployment documentation.
To configure archiving support, you must enable support for each type of archiving you want to
support, as well as configure and, if appropriate, assign policies and configure other options to
control how archiving is implemented. For details, see Configuring Support for External User
Access and Configure Archiving Options for a Site in the Deployment documentation or Managing
External Connectivity in the Operations documentation.

To create a user policy for archiving

1. From a user account that is assigned to the CsArchivingAdministrator or
CsAdministrator role, log on to any computer in your internal deployment.
2. Open a browser window, and then enter the Admin URL to open the Lync Server
Control Panel. For details about the different methods you can use to start Lync Server
Control Panel, see Installing and Using Administrative Tools.
3. In the left navigation bar, click Monitoring and Archiving, and then click Archiving
Policy.
4. Click New, and then click User policy.
5. In New Archiving Policy, do the following:
• In Name, specify a name for the new user policy.
• In Description, provide details about what the user policy is (for example,
External user archiving policy for Contoso)
• To control archiving of internal communications for the specified users, select or
clear the Archive internal communications check box.
• To control external archiving for the specifying users, select or clear the Archive
external communications check box.
6. Click Commit.

Apply an Archiving Policy to a User or User Group

If a user has been enabled for Lync Server 2010, you can configure archiving support by applying
the appropriate policies to specific users or user groups. For example, if you create a policy to
support archiving of internal communications, you can apply it to at least one user or user group
to support archiving of the user’s Lync Server 2010 communications.

Notes:
In order to configure and use archiving, you must first install the Archiving Server and the
archiving database. For details, see Deploying Archiving in the Deployment documentation.
To configure archiving support, you must enable support for each type of archiving you want to
support, as well as configure and, if appropriate, assign policies and configure other options to
control how archiving is implemented. For details, see Configuring Support for External User

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 Microsoft Lync Server 2010 Archiving Deployment Guide
Access and Configure Archiving Options for a Site in the Deployment documentation or Managing
External Connectivity in the Operations documentation.
Use the procedure in this topic to apply a previously created archiving user policy to one or more
user accounts or user groups.

To apply an archiving user policy to a user account

1. From a user account that is assigned to the CsArchivingAdministrator or
CsAdministrator role, log on to any computer in your internal deployment.
2. Open a browser window, and then enter the Admin URL to open the Lync Server
Control Panel. For details about the different methods you can use to start Lync Server
Control Panel, see Installing and Using Administrative Tools.
3. In the left navigation bar, click Users, and then search on the user account that you
want to configure.
4. In the table that lists the search results, click the user account, click Edit, and then
click Show details.
5. In Edit Lync Server User under Archiving policy, select the archiving user policy
that you want to apply.

Note:
The <Automatic> settings apply the default server installation settings. These
settings are applied automatically by the server.
6. Click Commit.

Configure Archiving Options for a Site

In Microsoft Lync Server 2010 Control Panel, you can use the Archiving Configuration section
of the Archiving and Monitoring page to do the following tasks globally or for a site:
• Turn archiving on or off.
• Define the communications, such as instant messaging (IM) or IM and conferencing
(meeting), that will be archived.
• Define the purging settings for archived content.

Notes:
In order to configure and use archiving, you must first install the Archiving Server and the
archiving database. For details, see Deploying Archiving in the Deployment documentation.
To configure archiving support, you must enable support for each type of archiving you want to
support, as well as configure and, if appropriate, assign policies and configure other options to
control how archiving is implemented. For details, see Configuring Support for External User
Access and Configure Archiving Options for a Site in the Deployment documentation or Managing
External Connectivity in the Operations documentation.

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 Microsoft Lync Server 2010 Archiving Deployment Guide
To configure archiving
1. From a user account that is assigned to the CsArchivingAdministrator or
CsAdministrator role, log on to any computer in your internal deployment.
2. Open a browser window, and then enter the Admin URL to open the Lync Server
Control Panel. For details about the different methods you can use to start Lync Server
Control Panel, see Installing and Using Administrative Tools.
3. In the left navigation bar, click Monitoring and Archiving, and then click Archiving
Configuration.
4. On the Archiving Configuration page, click New.
5. In Select a Site, select the site to be configured for archiving.
6. In New Archiving Setting, do the following:
• In Archiving setting, click the archiving option that you want to use.
• To block activity when archiving is not available, select the Block instant
messaging (IM) or web conferencing sessions if archiving fails check box.
• To enable purging, select the Enable purging of archiving data check box, and
then do one of the following:
• To specify purging after a specific number of days, click Purge exported
archiving data and stored archiving data after maximum duration (days), and
then specify the number of days.
• To limit purging to archiving data that has been exported, click Purge exported
archiving data only,
• To enable external archiving, select the Archive external communications
check box.
7. Click Commit.

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