Creating LAN (Screen) data sources

You must first create a Phone data source Third-party systems that provide data to the system, including employee and device states, and data change events. Typical data sources are phone switches, PBXs, or LANs. on the Settings page, before you can create a LAN (Screen) data source.

In Recording Management > Data Sources >Settings, click Create Data Source.
In the pop-up Data Source Type page, from the Type drop-down list box, select LAN (Screen), then click Select.
Type a Name for the data source.
Specify the Organization to which you want to associate the data source.
In a multi-tenant enabled environment, if the selected organization is associated with a tenant, the data source is also associated with that same tenant. In this scenario, when you click Save to save the data source, the tenant name of the organization that is associated with the data source is displayed in the screen heading. The data source can be associated with a particular tenant or have the Shared status. A data source associated with a particular tenant processes data only for that tenant. A data source that has the Shared status processes data for all tenants in the system.
Type a Description for the data source (optional).
Under Recorder Settings, select one of the following under Seating Arrangement:
- Free seating, the default, indicates that employees do not have permanently-assigned workstations. They are assigned an Employee ID and can log in from any location in the call center. Extensions are assigned dynamically when the employee logs in.
- Fixed seating indicates that an employee has a permanently assigned workstation and is associated with a specific extension.
- Hybrid seating refers to a mixed arrangement that contains both Free and Fixed seating for employees.
If you select Fixed or Hybrid seating, you will be required to set the Workstation that employees are assigned to. This is similar to assigning an extension to an employee for Phone data sources.

The Workstation column then displays on the LAN data source page.
Under Recorder Settings, select the appropriate Session Auditing Policy setting. This setting defines the type of session that should be marked and kept in the system. “Disabled” (the default) will only mark sessions with some kind of content. Two additional options will create a basic entry in the database for screen sessions that occurred but were not recorded: “Missed Recordings” will mark screen sessions that should have been recorded, but were not, while “Full Switch” will mark all sessions for which we receive CTI without recording (for example, calls that were blocked). You may then search for these types of sessions in Search and Replay.
Recorded employee segments marked by means of auditing will appear in playback Process of selecting a recorded interaction, playing it back to listen to the call, and viewing the content of the interaction on the screen. once all Sessions in the related Contact are closed, after a delay of up to five minutes.
Long Call Duration - This setting allows you to specify the length of a screen recording, in minutes, after which the system will trigger an alarm. Enter any number between 1 and 1440 (24 hours)—an alarm is raised in the cases In Risk Management, use cases to group interactionss according to the needs of the enterprise. Interactions can reside in multiple cases simultaneously. where screen recordings exceed this number of minutes. The default is 120.

The Integration Service runs maintenance checks every five minutes to close screen recordings that last for more than the length of time specified as the Long Call Duration. An alarm will indicate that a call was closed because it was too long. These maintenance checks are not run more frequently in order to avoid imposing an additional load on the system. Therefore it may take up to five minutes to close a long screen recording after it has passed the defined Long Call Duration threshold.
To prevent the retention of very short screen recordings, specify a Minimum Session Length (seconds). Active calls (from connected to closed) that are shorter than the specified value will be deleted automatically. If set to zero (0), this feature is disabled and no calls will be deleted based on this setting. The maximum value is 3600 (or one hour). This setting applies to the active duration of CTI Sessions or the entire duration of VOX Sessions. Inactive CTI Sessions can be retained using the Session Auditing Policy.
In the Default Employee section, specify the employee to be associated to a recording that has no employee associated to it.
There are situations where recordings will not have employees associated to them. Examples include:
- IVR recordings where there is no employee or phone device
- Back office environments where phones are shared and not associated to a specific employee
Assigning a Default Employee for Interactions Product that assists contact centers increase operational effectiveness and improves the customer experience through full-time recording, powerful quality monitoring, compliance/liability management, rich reports, and an intuitive, dashboard-style interface. to a data source provides a way to provide replay access to these recordings. When a Default Employee for Interactions is configured, any recordings made for the data source that have no explicit user associated are associated to the Default Employee for Interactions.
First, select the Organization to which the Default Employee for Interactions belongs, and then select one employee as the Default Employee for Interactions.
You cannot select an employee who has a configured end date as the Default Employee for Interactions. Also, you should not select an employee who will soon move or transfer to a different organization as the Default Employee for Interactions.
Once an employee is selected as the Default Employee for Interactions, an error message displays on the data source screen if the employee has been deleted, terminated, or changed to a different organization since the last time the data source was saved.
Under Associated Integration Service Installations, select the server that is providing Integration Services for this recorder, if applicable.

In a Multi-Tenant SaaS environment, the tenant name associated to each Site Group, Site, and Server appears beside the Site Group, Site, and Server name on the right side of the Installations tree.
Under Advanced Settings, use the Key and Value fields to enter any proprietary pairs that are in use in your system.
Click Save.
Click the Workstations page, then do the following:
1. Click Create.
2. On the New Workstations page, specify the Phone data source associated with this LAN data source. To specify the Phone data source, click beside the Phone Data Source drop-down list, and select the Phone data source. Complete the rest of the information on this page, and the other LAN (Screen) data source pages as required.
3. Select the Phone data source that you plan to associate with this LAN (screen) data source, and complete step 3 of the procedure: Creating Phone data sources.
Once you have completed the above steps, the LAN (Screen) data source is properly configured, and you can use it for screen recording in your system.