Contents

Title and Copyright Information

About This Guide

1 Overview

• About the ISR
  • Session Recording Client Support
• SelectiveCall Recording SIPREC
  • SIPREC for Active Recording
    • Preserve SIPREC with SIP REFER Header
    • Configuring SIPREC
• ISR FACE
• About the ISR Dashboard
  • Requirements 
Recommendations
    • Security Features

2 Getting Started

• Logging In/Out of the ISR Dashboard
  • User Access Levels
• Help Link
• Editing My Settings
  • Recordings List Settings
  • RSS View Settings
  • Change Password
• Dashboard Tools
  • Functional Icons
  • Paging Tool
  • Search Tools
    • Basic Search for Recordings
    • Advanced Search for Recordings
    • More Recording Search Options
    • Recording Search by Segment
    • Recording Search by Custom Data
    • Recording Search by Session
    • Basic Search for Routes
  • Column Sorting Tool
  • Download Tool
    • Downloading a Single Recording File
    • Downloading a Recording List to a CSV File
  • Import Link
• Administrator Menu

3 Managing Accounts

• Managing Accounts
  • Adding an Account
  • Configuring/ Editing Details for an Account
    • Edit General Account Information
    • Archival
      • Configuring MD5 Checksum Validation
      • Verifying Archival Success
      • Site Archival Configuration with Account Archival Enabled
      • Troubleshooting Archival
    • Dashboard Configurations
    • Permissions
    • Route Defaults
      • Route Defaults
      • Recording Editing Permissions
      • Record and Save Mode Defaults
      • Sessions Capacity Defaults
    • Routes
    • Users
    • Video
  • Deleting an Account
  • Importing an Account CSV File

4 Managing Realms

• Managing Realms
  • How Realm-based Recording Works
  • Adding a Realm
    • Associating an Account to a Realm
  • Editing a Realm
  • Deleting a Realm

5 Managing Routes

• Manage Routes
  • Adding a Route
    • Adding a Route Configuration
    • Examples of Route Patterns
  • Configuring and Editing Details of a Route
    • Edit General Route Information
  • Route Advanced Configurations
    • Recording
    • Recording Editing Permissions
    • Video
    • Record and Save Mode
    • Capacity
    • Archiving
  • Upgrade to Route Group
    • Adding a Route to a Route Group
  • Deleting a Route
  • Importing a Route CSV File

6 Managing Users

• Manage Users
  • User Access Levels
  • Adding a User
  • Editing a User Profile
  • Showing User Activity
  • Deleting a User
  • Importing a User Profile CSV File

7 Managing Authorization Services

• Manage Authorization Services
  • Adding an Authorization Service
  • Editing an Authorization Service
  • Deleting an Authorization Service

8 Custom Data

• Viewing and Editing the Custom Data Master List
• Viewing and Editing Custom Data Field Session Values
• Custom Data Fields Advanced Search

9 External Event Destinations

• External Event Notifications
  • Configuring External Event Destinations
  • External Event Configuration Example

10 Managing Locales

• Manage Locales
• Adding a New Locale

11 Managing Recording Format Profiles

• Editing a Recording Format Profile
• Recording Format Mappings Configuration
• Applying Recording Format Profiles to Accounts
• Applying Recording Format Profiles to Routes
• Route Recording File Permissions

12 Managing Security Settings

13 Managing Template Definitions

• Template Definitions
• Formatting
• Field Parameters
• Adding a New Template
• Recordings with No Media

14 Viewing Live Sessions

• Manage Live Sessions

15 Managing Sites

• Manage Sites
  • Adding a Site
  • Managing an RSS
    • Sites RSS Summary
    • Adding an RSS
    • Editing an RSS
      • Advanced RSS Configurations
      • RSS API configurations
      • RSS Converter Server Configurations
      • RSS Locations
      • RSS Ports Status
      • RSS Logs
    • Deleting an RSS
  • Managing an RSS Location
    • Adding a Location
    • Editing a Location
    • Deleting a Location
  • Managing Archivers
    • Adding an Archiver
    • Editing an Archiver
    • Deleting an Archiver

16 Managing Recordings

• Manage Recordings
  • Playing a Recording
  • Viewing and Editing Details of a Recording
    • Viewing Recording Details
    • Notes and Scoring
    • Recording Details Custom Data
    • Recording Details File Location
    • Archiving Recordings Permanently
    • Segment Details Configuration
    • Segment Recording Details Custom Data
    • Recording Supplemental Files
    • Segment Session Metadata
    • Segment Session Participant Metadata
    • Displaying DTMF Data in Segment Details: Routes
    • Displaying DTMF Data in Segment Details: Accounts
    • Displaying DTMF Data in Segment Details
  • Deleting a Recording

17 Managing Reports

• Manage Reports
  • Usage Reports
    • Generating a Usage Report
    • Generating a report by month
    • Generating a report by range
    • Selecting a route
  • Usage Report Bar Graph Descriptions
  • Billing Reports
    • Generating a Billing Report
    • Generating a Report by Month
    • Generating a Report by Range
    • Selecting a Route
  • Billing Report Bar Graph Descriptions

A Software Diagrams and Call Setup Sequence

• ISR Recorder Process Architecture Diagram
• Description of Components
  • Record Store Server (RSS)
  • Control Index Server (CIS)
• Sequence Diagrams
  • Non-SIPREC Call
• ISR Call Setup Sequence Diagram
  • SIPREC Call

B ISR Linux Users and File Permissions

• ISR Third-Party Platform File Permissions

C ISR Dashboard Database Failover

• Configuring ISR Dashboard Database High Availability

D Logging Into ObserveIT Visual Session Recording