Installing the Software

To install QMS Call Recording 5.4 with Microsoft Lync 2010/OCS 2007 R2/2013 follow these steps:

 

  1. Update the Service.DisallowedIPAddresses setting to reflect the IPV4 addresses of both the Recording Server, the OCS/Lync Front-end server, and the Edge Server if there is one in the topology. The IP addresses should be separated by a space.
  2. If your installation captures audio at the Edge server instead of the end points or a mirrored location, then set the key Service.RouteMediaThruEdge to True and the public IP address of the Edge server adapter need to be specified using the Service.EdgePublicIPAddresses key value. Multiple IPs are separated with a semi-colon. The configuration might display as follows:

<add key="Service.RouteMediaThruEdge" value="True"/>

<add key="Service.EdgePublicIPAddresses" value="10.10.1.4;10.10.1.5"/>'

Note

The public IP addresses of the Edge server adapters can be determined using the Lync Topology Builder. All External IPV4 addresses assigned to any Edge server in the installation qualify as a public IP address.

Step 6: Install RTP Data Collector Service at the endpoints, on page 15

To install the RTP Data Collector Service, complete the following steps.

  1. Unzip the downloaded installation zip file.
  2. Double-click RtpDataCollectorSetup.exe
  3. The QMS RTP Data Collector Service installation wizard runs.
  4. In the wizard, click Install to begin the installation..
  5. If WinPcap isn’t installed, the WinPcap 4.1.3 installer is run as a sub-installer.
    1. Click Next to start the installation.
    2. Click I agree to accept the licensing terms.
    3. Make sure the box to automatically start the WinPcap driver at boot time is checked and click Install.
    4. Click Finish to close the sub-installer.
  6. In the wizard, click Next. The End-User License Agreement page displays.
  7. Select the I accept the terms in the License Agreement checkbox on the License Agreement page, and then click Next. The Customize Service Setting page displays.
  8. Enter the QMS Call Recording Service host machine or the IP address in the Enghouse Interactive Recording Service Address field. You can enter one address or two addresses and separate them by a comma. Click Next.
  9. Click Install. The installation progress window displays.
  10. Click Finish.
  11. Click Close to exit out the window.
  12. Set the deployment type for the RTP Data Collector. The default configuration is Endpoint, when installing an Endpoint data collector this step can be skipped. The deployment type is set in the RTPDataCollectorService.exe.config file in the installation directory.

 

To change the deployment type, complete the following steps.

  1. Use the text editor to open the file.
  2. Update the RTPDataCollectorEngine.OperationMode Setting to Endpoint, Mirroring, or AtEdge. The setting may display as follows:

    <add key=RTPDataCollectorEngine.OperationMode" value="AtEdge"/>

  3. If deploying an AtEdge data collector, then the network adapters to monitor for audio traffic also need to be specified. These are specified by setting the NetworkAdapterProfile.CapturedAdapterIDN keys to the adapter’s device GUID. There are many methods that can be used to determine the GUID for an adapter. One method requires a look at the ServiceName key for the adapter in the registry, the adapter keys are at HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Windows NT\CurrentVersion\NetworkCards. Monitor audio on both the external and internal adapters. For example, an RTP Data Collector configured to monitor audio on two adapters might display as follows:

    <add key=”NetworkAdapterProfile.CapturedAdapterId1”value=”{D1B3F1BA-95CC-4557-B562-E5DA89894DCE}”/>

    <add key=”NetworkAdapterProfile.CapturedAdapterId2”value=”{C144E1BA-67CC-1234-B562-E5DA89894DCE}”/>

 

  1. Restart the RTPDataCollector.

Step 1: Satisfy the requirements

Note

This document makes frequent reference to the Quality Management Suite Installation Guide, so you must have access to that document before proceeding.

Server requirements

Under 50 Simultaneous Recordings on a Dedicated Server

50 to 100 Simultaneous Recordings on a Dedicated Server

100 to 300 Simultaneous Recordings on a Dedicated Server

Greater than 300 Simultaneous Recordings on a Dedicated Server

Virtual Machines

Additional requirements

Packet Capturing installations requirements

A Packet Capture installation has the following system requirements:

Operating Systems

Network Interface Cards

Two Interface 100/1000 MB NICs (a dedicated connection to the data switch and a client/internet connection)

UCMA Conferencing installations requirements

Operating Systems

Network Interface Cards

Other Prerequisites

Step 2: Download the installers

Download the following installers, as required:

http://www.telrexsupport.com/downloads/qms_520_suite_current.zip

 

Step 3: Install the Standard Call Recording Services

Note

Running the Lync integration steps should be done with a Domain Admin user account.

Packet Capturing installations

To install QMS for packet capture based recording, complete the following step.

UCMA Conferencing installations

To use the Call Recording services in a Lync UCMA conferencing configuration, several steps need to be completed on both the Lync Front-End Server and the server that will host the Enghouse Interactive Quality Management Suite.

Return to the Lync Front-end Server:

  1. Start Lync Topology Builder.
  1. On the Topology Builder pop-up window, select the Download Topology from existing deployment option and click OK.
  1. When prompted to save the Topology, select a folder and enter a file name, the click Save.
  1. On the tree view in the left pane of the Topology Builder window, expand the Site node where QMS is to be installed.
  1. Right-click the Trusted application servers node, and select New Trusted Application Pool.  The Define the Trusted Applications pool FQDN page displays.

Note

For Lync 2013 deployments make sure the Trusted application servers node is under the Lync 2010 node and not the Lync 2013 node.
  1. Enter the Fully Qualified Domain Name (FQDN) of the application pool you want to create for QMS into the Pool FQDN field.
  1. Select the Multiple computer pool option, and click Next.  The Define the computers in this pool page displays.

 

Note

It is recommended to use the Multiple computer pool option, even if there is only one QMS server in your environment.  Using the Multiple computer pool allows for expansion in the future if another QMS server needs to be added as a Data Collector.

 

  1. Enter in the FQDN names of the call recording servers into the Computer FQDN field, one at a time, and click Add to include all recording servers into the application pool. The Select the next hop page displays.
  1. Select the Front End pool that will be the next hop, essentially the Front End pool that the new application pool communicates with, and click Finish. The Topology Builder window displays.
  1. Select Topology under the Actions menu on the right pane, and select Publish.The Publish the topology page displays.
  1. Click Next to start the Publish process. The Publishing wizard complete page displays.
  1. Click Finish.
  1. Close the Topology Builder window.
  1. Open a PowerShell command prompt.
  1. At the PS> prompt, type Import-Module Lync and hit Enter. This makes Lync-specific commands available within the PowerShell session.
  1. Type in the following PowerShell commands at the PS> prompt and press Enter after each. Words enclosed in <> describe what should be entered, and are dependent either on settings entered in previous steps or settings from your environment:
    1. New-CsTrustedApplication –ApplicationId callrexconferencerecorder –TrustedApplicationPoolFqdn <FQDN name entered in step 6 of the On the Front-End Server steps above> -Port 6001
    2. Enable-CsTopology
    3. New-CsTrustedApplicationEndpoint –SipAddress sip:callrexprinciple@<domain name> -DisplayName “QMS Conference Recorder” –TrustedApplicationPoolFqdn <FQDN name entered in step 6 of the On the Front-End Server steps above> -ApplicationId callrexconferencerecorder
    4. New-CsTrustedApplicationEndpoint –SipAddress sip:callrexprinciple2@<domain name> -DisplayName “QMS Conference Recorder” –TrustedApplicationPoolFqdn <FQDN name entered in step 6 of the On the Front-End Server steps above> -ApplicationId callrexconferencerecorder
  1. Close the PowerShell window.

On the QMS Server:

  1. Install the Standard Quality Management Services (Quality Management Services and Quality Management Suite Client) as described in the Quality Management Suite Installation Guide.
  1. Connect the Lync Server installation media to the QMS server, either by inserting the Lync Server 2010 installation CD or mounting the Lync Server 2010 installation .iso file.
  1. If the Lync Server 2010 Deployment Wizard does not start automatically, run the Setup.exe program in the Setup/amd64 folder from the install media.
  1. Click Install, accept the License Agreement, and click OK.
  1. Click the Install or Update Lync Server System link.
  1. Click the Run button for Step 1: Install Local Configuration Store.
  1. Select the Retrieve directly from the Central Management Store option, and click Next. The Executing Commands page displays.
  2. Click Finish once the process has completed.
  1. Click the Run button for Step 2: Setup or Remove Lync Server Components.
    1. Click Next.  The Executing Commands page displays.
    2. Click Finish once the process has completed.