Persistent Chat Policies

Persistent Chat policies are used to determine which Lync users are enabled for Persistent Chat. There are four levels of policies that can be used: global, pool, site, and user. There is only one global policy, which is automatically created when Persistent Chat is deployed, and is simply named Global. This default Global policy does not need to be used, but it cannot be deleted.

Only one Persistent Chat pool policy can be created per Lync pool, and it affects all users within that pool. Similarly, one Persistent Chat site policy can be created per Lync site, and it affects all users in that site. On the other hand, multiple Persistent Chat user policies can be created, and applied on a user-by-user basis as needed. Pool and site policies override the global policy, and user policies override the pool and site policies.

Tip

Only a single setting exists in a Persistent Chat policy; it simply allows users that are assigned to the policy to be enabled for Persistent Chat. For this reason, at most only a few Persistent Chat polices are typically needed. If it is determined that all users in the environment will be enabled for Persistent Chat, this can be accomplished using just the global policy. If, on the other hand, Persistent Chat will be assigned to specific users, then the pool, site, or user policies will be useful.

The following example shows the steps for creating a user policy and then assigning the policy to a user:

1. Log on to a system where the Lync administrative tools are installed using an account that is a member of the CsAdministrator or CsPersistentChatAdministrator security groups, and open the Lync Server Control Panel.

2. In the left pane, select Persistent Chat, and then click the Persistent Chat Policy tab at the top.

3. From the New drop-down menu, select User Policy.

4. At the New Persistent Chat Policy screen, enter a name and description for the policy, and then select the Enable Persistent Chat setting, as shown in Figure 10.7.

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Figure 10.7. Creating a Persistent Chat user policy.

5. Click Commit to save the policy.

6. In the left pane, select Users.

7. Type a portion of the target user’s name in the search field at the top of the screen, and then click Find to list all users that meet the search criteria.

8. Select the target user account in the bottom pane, and then from the Edit drop-down menu click Show Details.

9. Scroll down to the bottom of the user properties, and then use the Persistent Chat Policy drop-down menu to select the user policy created previously.

10. Click Commit to save the setting.

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