Onboarding Interaction Insights Services

Once you have created a customer, services can be deployed under the customer entity. The example below describes the adding of the Interaction Insights service, which configures the following:

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Recording License capacities

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Storage capacities

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Azure tenant details

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Contract commitments

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To add a service:

1.

Do one of the following:

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In the Customers page, click Add, and then from the down-down list, choose Interaction Recording.

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In the Services page, click Add Service, and then from the down-down list, choose> Interaction Recording.

2.

From the Select Customer drop-down list, select the name of the customer for which you wish to add the service, and then click Select.

3.

Enter the details of the customer according to the table below.

Tenant Management

Parameter	Description
Warning	The warning icon indicates that the parameter cannot be modified.
Customer (M365 Tenant) Name	Unique name Example: CN.com Note the following rules: ■ Limited to 128 characters ■ The following characters cannot be used: \ / : * ? " < > | ■ Can contain letters (lower/UPPER case) ■ Numbers and special characters are allowed but cannot contain a full stop (.) or blank spaces ■ Hyphens are allowed but not at the beginning or at the end and not one after another
Domain	Unique domain Example: M365x33712845.onmicrosoft.com ( Limited to 256 characters)
Short Company Name	Unique name Example: CN.com Note the following rules: ■ Limited to 32 characters ■ The following characters cannot be used: \ / : * ? " < > | ■ Can contain letters (lower/UPPER case) ■ Numbers and special characters are allowed but cannot contain a full stop (.) or blank spaces ■ Hyphens are allowed but not at the beginning or at the end and not one after another
Contact Email Addresses	Enter the email addresses of those in the enterprise who can be contacted and will receive the email notifications.
Customer Default Administrator UPNs	Enter User Principal Names. Each comprises: UPN prefix (the user account name) and UPN suffix (a DNS domain name). The prefix is joined with the suffix using the "@" symbol. For example, "someone@example.com". For the full access default administrator, users are able to access the Meeting Insights application and set it up for the organization. Click Add after each entry.
User Type	Specify the user license type: ■ Essential: Single Recording users ■ Pro: Double Recording with Paired Bot users. When this option is selected, the Advanced Storage option (see below) is enabled. The customer is required to consent separately in the Quick Start for enabling this feature.
Included Users	Enter the number of licensed users to include in the tenant. For more information, refer to the Purchase Order (PO).
Allow to Exceed Included Users	■ Enabled: Allows the number of licensed users to be exceeded; when the customer is allowed to exceed included users. In this case, the system will allow allocating more users than included. ■ Disabled: The number of licensed users cannot be exceeded (default).
Storage Location	From the drop down list, select the storage location country/region. A default system Blob Storage location is created based on this configuration.
Bring Your Own Blob Storage(BYOS)	■ Enabled: Allows adding BYOS Blob locations ■ Disabled: Denies adding BYOS Blob locations
Unlimited Retention	■ Enabled: Allows customizing the number of days to retain data to an unlimited value. Unlimited” retention is a service offering that enables customers to pay per user per month for all recording users in the tenant. The Number of Days to retain data can be configured using the Custom value for the Retention Period (Days) setting in the Recording Profile. This feature must be enabled in the Tenant service in the Tenant Management interface. ■ Disabled: Data Retention is limited to 24 months (default 12 months).
Notes	Enter any free text notes as required.
Advanced
Compliance Exception Features
Control MSFT Teams Recording Notifications	Determines whether to display Microsoft Teams banner recording notifications. One of the following values: ■ Enabled: Enables the customer to configure their Recording Profile for controlling whether Microsoft Teams Banner notifications are displayed to calls participants. . By default enabled by Microsoft Teams. ■ Disabled (Default): The Customer cannot configure whether to display notification banners. Customers must sign a legal waiver to allow their Service Provider to control display of Microsoft Teams Recording Notification banners.
Delete Calling Recordings	Determines whether customers can disable call recordings. One of the following values: ■ Enabled (you must confirm when prompted) ■ Disabled (Default)
Advanced Storage (Geographical Redundancy Storage)	Determines whether to enable Geographical redundancy storage data in a paired region for data disaster recovery to protect call recording data from disruptions that may occur in a single location. One of the following values: ■ Enabled ■ Disabled (default) This parameter is enabled automatically when Pro user license is selected and disabled automatically when Essentials user license is selected.

4.

When you have completed the configuration, click Deploy.

5.

At this stage you can add customer operators for Live Platform and login (see Adding Live Platform Operators).

6.

Return to the Customers page. View the new customer with Warning status and alarm indicating that the customer must complete the Consent process in the Quick Start wizard.

 

7.

Once the customer provides all the mandatory consents in the Quick Start wizard (see Quick Start), the Deployment status is shown as OK and Ready. Note that if you enabled the Pro Users license then the License type is "Audio & Redundancy" and for Essentials Users "Audio Recording".