Overview of setup procedures
To set up an Archive environment, you need to modify both enterprise and server level settings and create Archive resources at both levels.
Enterprise level setup
If required for your archive deployment, modify enterprise-level settings and create enterprise-level Archive resources in the Recording Management component of the framework portal Home page or main UI access point for all WFO applications. (Enterprise Manager). See the table here to determine which, if any, enterprise settings are required for your environment.
|
Decision Point |
Choice |
|
Enterprise Manager Task |
Reference |
|---|---|---|---|---|
|
Type of archive required? |
Central |
> |
Assign Central Archive and Content Server Server role in the Site zone that uses an HTTP/HTTPS Web-based file retrieval component to search for interactions. The content server’s search is triggered by the Locator, which is the Interaction Applications’ DLL. server roles |
|
|
Local |
> |
Assign Content Server server role |
||
|
Required archive mode? |
Selective |
> |
Create Campaigns |
|
|
Compliance |
> |
N/A |
|
|
|
Archive processing control required? |
Scheduled or Throttled |
> |
Define schedules |
|
|
Full-time |
> |
N/A |
|
|
|
Type of archive storage device? |
SAN, FTP, Centera, Hitachi, Amazon S3, Azure Blob Storage, GCS (Google Cloud Storage) |
> |
Define Archive media |
|
|
RDX |
> |
N/A |
|
Server level setup
Modify settings and create Archive resources in Recorder Manager for each recorder (Local Archive) and stand-alone Central Archive server (Central Archive), depending on the archive type required.
|
Recorder Manager task |
Reference |
|---|---|
|
Check Database Settings. Ensure that your Database settings correctly reflect your Contact Database Server role in the Data Center that includes long-term interactions. The Contact Database is optimized for searching operations, and interactions are inserted and updated in bulk operations.. |
|
|
Create Archive Drives. Create the required Archive drives. |
|