Assign a per-user archiving policy in Lync Server 2013

The archiving policy is one of the individual settings of a user account that you can configure in the Lync Server 2013 Control Panel.

Deploying one or more per-user archiving policies is optional. You can also deploy only a global-level archiving policy or site-level archiving policy. If you do deploy per-user policies, you must explicitly assign them to users, groups, or contact object. Archiving requirements automatically default to those defined in the global-level conferencing policy when no specific site-level or per-user policy is assigned.

After creating at least one per-user archiving policy, use the procedures in this topic to assign the policy that appropriately specifies whether a particular user’s internal communications, external communications, or both, will be archived by the server.

For details about creating per-user archiving policies, see Creating an Archiving policy in Lync Server 2013 to enable or disable Archiving of Internal or external communications for specific sites or users.

To assign a per-user archiving policy

1. From a user account that is assigned to the CsUserAdministrator role or the CsAdministrator role, log on to any computer in your internal deployment.

2. Open a browser window, and then enter the Admin URL to open the Lync Server Control Panel. For details about the different methods you can use to start Lync Server Control Panel, see Open Lync Server 2013 administrative tools.

3. In the left navigation bar, click Users.

4. Use one of the following methods to locate a user:

   • In the Search users box, type all or the first portion of the display name, first name, last name, Security Accounts Manager (SAM) account name, SIP address, or line Uniform Resource Identifier (URI) of the user account, and then click Find.

   • If you have a saved query, click the Open query icon, use the Open dialog box to retrieve the query (a .usf file), and then click Find.

5. (Optional) Specify additional search criteria to narrow the results:

   1. Click Add Filter.

   2. Enter the user property by typing it or by clicking the arrow in the drop-down list to select the property.

   3. In the Equal to drop-down list, click the operator (for example, Equal to or Not equal to).

   4. Depending on the user property you selected, enter the criteria you want to use to filter the search results by typing it or by clicking the arrow in the drop-down list.

      Tip

      To add additional search clauses to your query, click Add Filter.

   5. Click Find.

6. Click a user in the search results, click Action, and then click Assign policies.

   Tip

   If you want the same per-user archiving policy to apply to multiple users, select multiple users in the search results, then click Actions, and then click Assign policies.

7. In Assign Policies, under Archiving policy, do one of the following:

   Note

   Because there are multiple policies that you can configure by using the Assign Policies dialog box, <Keep as is> is selected by default for every policy in the dialog box. Continue using the policy previously assigned to the user by making no changes to this setting.

   • Allow Lync Server 2013 to automatically choose either the global-level policy or, if defined, the site-level policy.

   • Click the name of a per-user archiving policy you previously defined on the Archiving Policy page.

     Tip

     To help you decide the policy that you want to assign, after you click a policy name, click View to view the user rights and permissions defined in the policy.

8. When you are finished, click OK.

Assigning a Per-User Archiving Policy by Using Windows PowerShell Cmdlets

You can assign per-user archiving policies by using Windows PowerShell and the Grant-CsArchivingPolicy cmdlet. You can run this cmdlet either from the Lync Server 2013 Management Shell or from a remote session of Windows PowerShell. For details about using remote Windows PowerShell to connect to Lync Server, see the Lync Server Windows PowerShell blog article "Quick Start: Managing Microsoft Lync Server 2010 Using Remote PowerShell" at https://go.microsoft.com/fwlink/p/?linkId=255876.

To assign a per-user archiving policy to a single user

• The following command assigns the per-user archiving policy RedmondArchivingPolicy to the user Ken Myer.

  Grant-CsArchivingPolicy -Identity "Ken Myer" -PolicyName "RedmondArchivingPolicy"
  

To assign a per-user archiving policy to multiple users

• This command assigns the per-user archiving policy RedmondArchivingPolicy to all the users who have accounts homed on the Registrar pool atl-cs-001.litwareinc.com. For more information on the Filter parameter used in this command, see the documentation for the Get-CsUser cmdlet.

  Get-CsUser -Filter {RegistrarPool -eq "atl-cs-001.litwareinc.com"} | Grant-CsArchivingPolicy -PolicyName "RedmondArchivingPolicy"
  

To unassign a per-user archiving policy

• The following command unassigns any per-user archiving policy previously assigned to Ken Myer. After the per-user policy is unassigned, Ken Myer will automatically be managed by using the global policy or, if one exists, his local site policy. A site policy takes precedence over the global policy.

  Grant-CsArchivingPolicy -Identity "Ken Myer" -PolicyName $Null
  

For more information, see the help topic for the Grant-CsArchivingPolicy cmdlet.

See Also

Creating an Archiving policy in Lync Server 2013 to enable or disable Archiving of internal or external communications for specific sites or users

Assigning per-user policies in Lync Server 2013