Add Remote Recording Storage

Add Remote Recording Storage

Add Remote Storage Configuration

This feature may need to be turned on for your account. Contact your Account Manager if you are unable to see the Recording Storage Settings.
1. Navigate to the Portal and the Call History screen. Click on the Recording Storage Settings button. 

2. This opens a Remote Recording Session page, nested under the Call History page. These are all remote call recording configurations in your system. Note the green "active" tags below for configurations that are currently enabled, and the red "error" tag for a configuration that has configuration errors. 

Important Notes - Read Me
1. Note that when adding a new configuration, the "Add" button will remain greyed out / unable to click until all of the necessary fields have been filled out (including the "enable" toggle). 
2. Only 1 configuration at a time can be enabled per Archive Level and matching resource. You can have multiple configurations added, but only the "enabled" one will be used for new remote archive requests. The disabled ones will only be available for playback of previously archived recordings. 
3. When multiple, conflicting, configurations have been added, archiving will catch on all calls for the "domain" archive level foremost, then it will archive based on the "reseller" level next.
4. An admin email account is required when adding a configuration. This is used if the remote requests stop functioning. After a few attempts, then an email will be sent to the contact to assist with correction to make sure that the local server is not used unexpectedly for too long. To reset after a change, simply edit the configuration and save it preforming a new validation and the queue will resume in the new cycle if the errors are corrected.
5. Resellers and above can create or modify "Domain" and "Reseller" level archiving. 
3. Click to Add Remote Storage. Fill out the following fields and then click Add. 

Archive Level indicates which calls are retrieved for remote storage. "System" is a catch all for calls that do not match the specified Reseller or Domain name. If either "Domain" or "Reseller" is matched on, then there will be no failover nor additional copy sent to the other matching levels. For each recording, it will find the best enabled match and attempt to use that and only that configuration.

Storage Type explanations are as follows. Consult with the specific vendors for any fees:
AWS S3 StandardAmazon's Standard class of its S3 remote storage option. 
AWS S3 Glacier IRAmazon's Glacier IR (instant retrieval) class of its S3 remote offering. Glacier provides a much cheaper per GB storage cost, but a higher retrieval cost. This is ideal for longer archive windows with where older recordings are not played often. Playback will still be available through portal with no noticeable delay. 
WasabiAn AWS S3 compatible offering with a minimum of 90 days retention, but often a lower price per GB/Month
FTPFile Transfer Protocol.  Legacy unencrypted FTP

FTPS, also known as FTP-SSL, is a more secure form of FTP. FTPS is basic FTP with security added to commands and data transfer.


SFTP, also known as SSH FTP, encrypts both commands and data while in transmission. This means all your data and credentials are encrypted as they pass through the Internet.

4. After filling out the required fields in the modal, the Add button should be clickable. Now the system will audit the addition of this configuration. Using the information provided, the Portal will work alongside the API to authenticate the remote side, upload a small .wav file, read it back, and then remove it to test all access requirements for this feature to perform correctly. This process should take between 2 and 15 seconds. 
5. If successful, the prompt will look similar to this: "Test passed! Storage settings saved." Click to close the modal. 

6. Now the new configuration will be listed in the table on the Remote Recording Session page. Each row in this table displays its current configuration as well as its current storage size and archive recording count. The count should start to increment once the configuration is activated and it has calls to archive. 

Edit Remote Storage Configuration

1. After remote storage has been configured, the table in the Remote Recording Session screen has editing options available to the right of every configuration.  

Editing and deleting a configuration is only available when there are no archived recordings linked to it.  That configuration is needed to playback any recordings sent there as otherwise they would be unlinked and unavailable to play. 
There is also a "Test" button (magnifying glass icon) which can be used to re-validate any settings, using the same validation process as when adding a new configuration.

File Upload Process

When it comes time to upload files to Remote Storage, all Recording modules with a given recording will attempt to push their files to the chosen platform. If all files are identical, the Remote Storage platform will keep whichever file was uploaded first. If the files vary, the system will favor the largest file size. Redundant files will not be uploaded. All Recording Module databases will then be updated with the remote link.

Playback Archived Recordings

For playback in the Portal, use the same process as listening to any recorded call from the Call History page. If the file is remote and not local, there will be a small added delay while the recording is fetched. This only happens once the "play" button is actually pressed and not on the Call History page load. If "play" is activated, then a local copy will be left on the Recording Server for several hours to prevent repeated requests for the same file. 

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