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:
- Enabled - If set, then the policy is active, it will be evaluated by the engine
- Sequence - The policies will be evaluated one by one based on the sequence number assigned to them. The evaluation starts with the lowest sequence number and goes in ascending order.
- Name - You can set any name, only visible for policy administrators
- Description - Short description for the administrators to know what the policy does
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)
- Time Zone - Your time zone (Needs to be set, because the Verba servers may reside in another time zone, based on your system topology)
- Valid From-Until - You can set the exact dates, or you can click on Never expires
- Time of Day - You can set when it should be active every day
- Days of Week - The policy will be active on these days every week
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)
You can define Participant A and B here.
- Users - To select Users start typing their name, and a drop-down list will appear with the available options.
- Groups - To include Groups, move them from the left pane (all groups in the system) to the right pane (selected groups) with the >> button. To delete the selection, use the << button.
- Addresses - You can define any Phone number or SIP URI here, even if it is not present in the Verba system (Outside phone numbers, calls coming from the PSTN network, for instance)
- Domains - Ability to set a specific domain (For example in the case of federated calls you want to block calls to the microsoft.com domain)
- Regex - Standard Regular Expressions
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.
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.
In the table below, the different modalities are shown per communication system and what modality can the chaperones feature be utilized with.
The Chaperones feature is available from Verba release 8.9
|Cisco||Action allowed if Chaperone is present||Session terminated if Chaperone leaves|
|file transfer*||Not Applicable||Not Applicable|
*The file transfer operation is not available in Cisco Jabber conferences.
|SfB/Lync||Action allowed if Chaperone is present||Session terminated if Chaperone leaves|
|voice|| Yes|| Yes|
|video|| Yes|| Yes|
|IM|| Yes|| Yes|
|file transfer|| No|| No|
|screen share|| Yes|| Yes|
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)
Read more in the Presence Policies article.
Read more in the Session Policies article.
Read more in the Content Policies article.
For the Content Policies to take effect, the IM session policy needs to be set (any setting)
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.
- A - Participant A
- B - Participant B
- Chaperone - The Chaperone of this policy
- From Party - The party that started the call/initiated the action
- To Party - The Party that received the call/was the target of the action
- 3rd Party - If you select this checkbox, you can set any email address or IM address to where the notifications should be sent
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.
Select the Disclaimer Template that you want to assign to this communication policy.