Adding a new Communication policy

To add new communication policies navigate to the Communication Policies in the Verba web interface Policies > Communication Policies.

On the top right corner of the page click on Add New Communication Policy as shown on the image below:

Defining a Communication Policy

The Communication Policy screen consists of multiple panels:

Communication Policy

Validity

You can specify when the policy should be evaluated and when it is not.
You can leave this block empty - and all days of the week checked - in that case, the policy will always be evaluated by the engine. (This is the default setting)

In the example shown below, this policy will only be evaluated from 2015.05.22 to 2016.05.22,
every workday from 8:00 to 17:00. (Outside of this period the engine will skip this policy)

Participants

You can define Participant A and B here.

Extension, User and Group selection for Session and Content Policies is not available with Starter User licenses, only with full Ethical Wall User licenses.
With Starter licenses the Session and Content Policies can only be defined for all employees.

Chaperones

Under Chaperones, you can define Users and Groups whose presence in conferences enables all communication, even those that would otherwise be blocked by this policy.
You can select Users and Groups the same way as in the case of Participants.

The Chaperones feature is available from Verba release 8.9

In the table below, the different modalities are shown per communication system and what modality can the chaperones feature be utilized with.

CiscoAction allowed if Chaperone is presentSession terminated if Chaperone leaves
voiceNoNo
videoNoNo
IMYesYes
file transfer*Not ApplicableNot Applicable
screen shareYesNo

*The file transfer operation is not available in Cisco Jabber conferences.

SfB/LyncAction allowed if Chaperone is presentSession terminated if Chaperone leaves
voice Yes Yes
video Yes Yes
IM Yes Yes
file transfer No No
screen share Yes Yes
content shareYesYes

In the example below, if Global Compliance Office is the host, then there is no restriction in communications between Participant A and B. (If this policy is evaluated)

Presence Policies

Read more in the Presence Policies article.

Session Policies

Read more in the Session Policies article.

Content Policies

For the Content Policies to take effect, the IM session policy needs to be set (any setting)

Read more in the Content Policies article.

Notifications

As you can see in the Session Policies section, you can define for each modality if you want to send notifications when the given communication takes place.
Under the Notifications tab, you can set in what way notifications should be sent and to whom. If both IM and email notification are selected, then the email modality will only be used if an IM cannot be sent.

Possibilities include

These settings only apply when this policy is evaluated and triggered by a conversation.
For example, you have two policies that apply to the same modalities and are
#1 Participant A is John Doe, under notifications only the instant message for Participant A is set (Sequence number 10)
#2 Participant A is John Doe, under notifications only the email message for Participant B is set (Sequence number 20)
 In this case above an instant message will be sent to Participant A (John Doe), but no email will be sent to Participant B, as the first policy is evaluated only.

Select the Notification Template that you want to assign to this communication policy.

The language of the notification will mainly be the language of the user that the notification is being sent to. This can be set for each user at the user properties page.
The language selection that you see here defines a default language, which applies when the notification template does not have messages defined in the language of the user.
In this case, the default language will be used. 

Disclaimers

Select the Disclaimer Template that you want to assign to this communication policy.