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Available in version 8.1 and later

This article contains a description of the Upload data retention policy action.

A data retention policy configured with the upload action is used for specifying the storage location of the recorded conversations. Verba Recording servers store the recorded conversations on their local disk temporarily while recording. After recording is done, the files need to be relocated to the designated storage location(s). 

Each policy you define can contain a different storage location (previously added as a storage target) and a set of filters to determine which conversations should be uploaded to that location. These filters are based on the metadata stored in the database for each conversation.

This is a good way to have separate storage locations for conversations of different users, groups etc.

Enabling policy based upload

Since Upload policies are executed by the individual Recording Servers instead of the Media Repository (unlike all other policy types), you will need to enable policy based uploading on the server level in the configuration of each Verba Recording Server (or using the configuration template).

Step 1 - Open the Verba Web interface, go to Configuration > Servers, then select your Recording Server.

Step 2 - Click on the Change Configuration Settings tab and in the configuration tree, go to the Storage Management > Upload node.

Step 3 - Set Policy Based Uploading Enabled to Yes.

Step 4 - Save the configuration then repeat these steps for each recording server in your system. Finally, execute the changes.

Configuring upload policy

To create an upload policy, follow the steps below:

 Step 1 - Create a Storage target for your policy

Step 2 - Follow the generic policy creation steps described on the following page: Data management policies

Step 3 - Select Upload as the action

Step 4 - Select the storage target you created from the list

Step 5 - Select your filters to specify which conversations should be uploaded by this policy

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