Onboarding Step 2 – Configure Recording Profile

After completing Onboarding Step 1 – Grant MS365 Admin Consents, configure recording profiles, which define which calls are recorded and how the recordings are handled. On the onboarding wizard page, click Configure Recording Profile.

To set up a Recording Profile:
1. Configure the Recording Profile (see Adding Recording Profiles for details), then click Next.

2. Assign one or more Azure groups to the profile:
a. Log in to the Azure portal for your tenant to confirm which group you wish to associate with the profile.

b. Return to the Recording Profile; start typing the name of the group, and then click Add Group.

If you later add or remove group members, you must perform a synchronization operation (see Synchronizing Recording Profiles).

Once assigned, the confirmation message below is displayed.

c. Click Next to continue.
3. Configure the following MSFT Policies:
Disconnect Calls when Recorder Unavailable: Calls are disconnected when recording functionality is not available.
Disable Compliance Recording Audio Notifications: Disable Microsoft Teams Recording banner notifications.

4. Click the Download Configuration Script link to download the Recording Profile script.

5. Open PowerShell console and run the following policy:
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Set-ExecutionPolicy -ExecutionPolicy Bypass -Scope LocationMachine

The following message may appear in the console if the above command is not run.

6. Run the script create<RecordingProfileName>-dd-m-yyyy.ps1 as Administrator. Once running, you are prompted to enter the credentials of the Azure customer tenant account.

The M365 tenant administrator running the script must have 'Teams Administrator' permissions.

7. Enter Admin credentials of your customer tenant and authenticate the tenant using the Microsoft Authenticator when prompted.

The script supports Multifactor authentication.

Once the script has successfully completed, a confirmation message is displayed in the PowerShell console as shown below.