Creating Site and User Policies

In addition to modifying the default Global policy, administrators can create additional policies. To create a site policy, follow these steps:

1. From the Monitoring and Archiving window, click the Archiving Policy tab and click New.

2. Choose either Site Policy or User Policy.

A site policy can be associated with specific sites to allow their behaviors to be different from the default global policy. User policies are assigned directly to users and allow them to bypass the default global policy. This is useful when archiving is needed only for select users who are distributed across the environment.

3. For this example, choose a Site Policy. When prompted to select a site, choose it from the list and click OK.

4. Now, the policy is named after the site—this cannot be modified. Input a description and choose whether internal and external communications will be archived. Click Commit.

Administrators can also create user policies that can be assigned to individual users instead of at a site level. To create a user policy, follow these steps:

1. For a user policy, repeat steps 1 and 2 but choose User Policy.

2. Enter a name for the user policy.

3. Enter a description for the policy.

4. Choose whether internal and external communications will be archived. Click Commit.

This results in the creation of multiple policies that can be used to manage archiving.

To apply a user-based Archiving Policy to a user, perform the following steps:

1. From the Lync Server 2013 Control Panel, click Users in the left pane.

2. Click Find in the search area to view the list of enabled users.

3. Double-click the user you want to modify.

4. Scroll down to Archiving Policy and choose the policy you want to apply from the drop-down list.

For administrators who prefer to do all their configuration tasks through PowerShell, Lync Server 2013 supports the capability to read and modify the archive policy and archive configuration through cmdlets:

Click here to view code image

Get-CsArchivingConfiguration
Identity                            :Global
EnableArchiving                     :ImAndWebConf
EnablePurging                       :True
PurgeExportedArchivesOnly           :False
BlockOnArchiveFailure               :True
KeepArchivingDataForDays            :120