Topic Last Modified: 2012-10-09

If your organization must follow compliance regulations, you can deploy Archiving to enable archiving support for Lync Server 2013 instant messaging (IM) and conferencing (meetings). For details about the type of content that can be archived, see Overview of Archiving in the Planning documentation.

To implement Archiving, you need to first decide how to meet your organization’s requirements for Archiving. This requires determining the following:

You control Archiving by using the following methods:

As part of your requirements analysis, you need to determine how to configure the global Archiving configuration and global Archiving policy. You also need to determine your requirements for any site-level Archiving configurations, pool-level Archiving configurations, site-level Archiving policies, and user-level Archiving policies.

If you deploy Archiving for one Front End pool or Standard Edition server, you should then enable it for all other Front End pools and Standard Edition servers in your deployment. You need to do this because users whose communications are required to be archived can be invited to a group IM conversation or meetings hosted on a different pool. If archiving is not enabled on the pool where the conversation or meeting is hosted, all conference data may not be archived. Archiving will still work for archiving enabled users and all IM messages, but conferencing content and events may not be archived.

To enable delegation of administrative tasks while maintaining your organization's security standards, Lync Server 2013 uses role-based access control (RBAC). With RBAC, administrative privilege is granted by assigning users to predefined administrative roles. To configure Lync Archiving policies and Archiving configurations, the user must be assigned to the CsArchivingAdministrator role (unless the configuration is done directly on the server where Archiving is deployed, instead of remotely from another computer). For details about RBAC, see Planning for Role-Based Access Control in the Planning documentation. For a list of the user rights, permissions, and roles required for archiving deployment, see Deployment Checklist for Archiving, which is available in both the Planning documentation and the Deployment documentation.

If you use Microsoft Exchange integration, configuration of Exchange policies requires appropriate administrator rights and permissions. For details, see the Exchange 2013 documentation.