Phase

Steps

Role and group membership

Documentation

Install prerequisite hardware and software

Install a supported version of Microsoft SQL Server on the computer that will act as the backend data store for monitoring.

Domain user who is also a member of the local administrators group.

Supported hardware in the Supportability guide

Server software and infrastructure support in the Supportability Guide

Create the appropriate internal topology to support monitoring

Use Lync Server 2013 Topology Builder to add monitoring databases to the topology, then published the updated topology.

To define a topology, a user who is a member of the local users group.

To publish the topology, a user who is a member if the domain administrators group and the RTCUniversalServerAdmins group.

Associating a Monitoring Store with a Front End Pool in the Deployment guide

Enable the appropriate monitoring settings

Enable call detail recording (CDR) and/or Quality of Experience (QoE) monitoring at the global and/or the site scopes.

A user who is a member of the RTCUniversalServerAdmins group or who has been assigned an RBAC role that provides access to the CsCdrConfiguration and CsQoEConfiguration cmdlets.

Configuring Call Detail Recording and Quality of Experience Settings in the Operations guide