Recording

Recording Overview

Call recording is a Unified Communications Manager feature that enables a recording server to archive agent conversations. Call recording is one of the essential features in call centers, financial institutions and other enterprises. The call recording feature sends copies of the agent and the end-user media streams to the recording server over a SIP trunk. Each media stream is sent separately in an effort to best support a wide range of voice analytic applications.

Unified Communications Manager offers IP phone-based or network-based recording.

  • In IP phone based recording, recording media is sourced from the phone. The phone forks two media streams to the recording server.

  • In network-based recording, recording media can be sourced from either the phone or the gateway. When you implement network-based recording, the gateway in your network must connect to Unified Communications Manager over a SIP trunk.

Unified Communications Manager supports call recording in both single cluster and multi-cluster environments and offers three different recording modes:

  • Automatic Silent Recording—Automatic silent recording records all calls on a line appearance automatically. Unified Communications Manager invokes the recording session automatically with no visual indication on the phone that an active recording session is established.

  • Selective Silent Recording—A supervisor can start or stop the recording session via CTI-enabled desktop. Alternatively, a recording server can invoke the session based on predefined business rules and events. There is no visual indication on the phone that an active recording session is established.

  • Selective User Call Recording—An agent can choose which calls to record. The agent invokes the recording session through CTI-enabled desktop, or by a softkey or programmable line key. When selective user call recording is used, the Cisco IP phone displays recording session status messages.

Recording Media Source Selection

When you configure network-based recording, you must configure either the phone or the gateway as your preferred source of recording media for the agent phone line. However, depending on your deployment, Unified Communications Manager may not select your preferred choice as the recording media source. The following table displays the logic Unified Communications Manager uses to select the recording media source.

Table 1. Recording Media Source Selection

Preferred Media Source

Media Type

Gateway in call path?

Selected Media Source

Gateway

Unsecure (RTP)

Yes

Gateway

No

Phone

Secure (sRTP)

Yes

Phone

No

Phone

Phone

Unsecure (RTP)

Yes

Phone

No

Phone

Secure (sRTP)

Yes

Phone

No

Phone

Alternate Recording Media Source if the First Choice is Unavailable

If the recording media source that Unified Communications Manager selects is unavailable, Unified Communications Manager attempts to use an alternate source. The following table shows the logic Unified Communications Manager uses to select an alternate source for recording media.

Table 2. Alternate Recording Media Source if First Choice is Unavailable

Selected Media Source

Gateway Preferred

Phone Preferred

First attempt

First gateway in call path

Phone

Second attempt

Last gateway in call path

First gateway in call path

Third attempt

Phone

Last gateway in call path

Recording Configuration Task Flow

Before you begin

    Procedure

      Command or Action Purpose

    Step 1

    Create a Recording Profile

    Create a recording profile.

    Step 2

    Configure SIP Profile for Recording

    Optional. Configure the SIP Profile if you want to deliver the Conference Bridge Identifier to the recorder.

    Step 3

    Configure SIP Trunks for Recording

    Configure the recorder server as a SIP trunk device.

    Step 4

    Configure Route Pattern for Recording

    Create a route pattern that routes to the recorder server .

    Step 5

    Configure Agent Phone Line for Recording

    Configure the agent phone line for recording.

    Step 6

    Enable the built in bridge for your agent phones. Perform one of the following tasks to enable the built-in-bridge for recording:

    To use the agent phone as the recording media source you must enable the phone's built in bridge for recording. You can use a service parameter to set the built in bridge defaults across the cluster, or enable the built in bridge on an individual phone.

    Note

     

    The Built in Bridge setting on individual phones overrides the clusterwide defaults.

    Step 7

    Enable Gateway for Recording

    Configure Unified Communications services on the gateway.

    Step 8

    Configure Recording Notification Tones

    Configure whether you want a notification tone to play when calls are recorded.

    Step 9

    Configure Recording Redundancy Using Route Groups

    Optional.Configure redundancy for your recording servers. There are many methods for configuring redundancy for the servers. For the preferred redundancy method for your deployment, refer to your vendor.

    Step 10

    Perform one of the following procedures, depending on whether your phone uses feature buttons or softkeys:

    Configure a Record feature button or softkey for your phone.

    Create a Recording Profile

    Use this procedure to create a recording profile.

    Procedure

    Step 1

    From Cisco Unified CM Administration, choose Device > Device Settings > Recording Profile.

    Step 2

    Click Add New.

    Step 3

    In the Name field, enter a name for your recording profile.

    Step 4

    In the Recording Calling Search Space field, select the calling search space that contains the partition with the route pattern that is configured for the recording server.

    Step 5

    In the Recording Destination Address field, enter the directory number or the URL of the recording server or the URL of the CUBE Media Proxy server.

    Step 6

    Click Save.

    Configure SIP Profile for Recording

    Use this procedure to deliver the conference bridge identifier to the recorder and configure the SIP Profile.

    Procedure

    Step 1

    From Cisco Unified CM Administration, choose Device > Device Settings > SIP Profile.

    Step 2

    Select the SIP profile that you want to use for your network.

    Step 3

    Check the Deliver Conference Bridge Identifier check box.

    Step 4

    Click Save.

    Configure SIP Trunks for Recording

    Use this procedure to assign the recording server information in the SIP Trunk Configuration window.

    Procedure

    Step 1

    From Cisco Unified CM Administration, choose Device > Trunk.

    Step 2

    Click Add New.

    Step 3

    From the Trunk Type drop-down list, choose SIP Trunk.

    Device Protocol is auto-populated to SIP, which is the only available option.

    Step 4

    From the Trunk Service Type drop-down list, choose the service type that you want to use in your network. The default value is None.

    Step 5

    Click Next.

    Step 6

    In the Destination Address field of the SIP Information pane, enter an IP address, fully qualified domain name, or DNS SRV of the recording server or CUBE Media proxy.

    Step 7

    From the SIP Profile drop-down list in the SIP Information pane, choose the SIP profile that you want to use in your network.

    Step 8

    From the Recording Information pane, select one of the following options:

    • None—This trunk is not used for recording.
    • This trunk connects to a recording-enabled gateway.
    • This trunk connects to other clusters with recording-enabled gateways.

    Step 9

    Click Save.

    What to do next

    Perform one of the following procedures, depending on whether you are configuring your main recording server, or multiple recording servers for redundancy:

    Configure Route Pattern for Recording

    Use this procedure to describe the route pattern configurations that are specific to recorders. You must configure a route pattern that routes to the recording server or CUBE Media Proxy server.

    Procedure

    Step 1

    From Cisco Unified CM Administration, choose Call Routing > Route/Hunt > Route Pattern.

    Step 2

    Click Add New to create a new route pattern.

    Step 3

    Complete the fields in the Route Pattern Configuration window.For more information on the fields and their configuration options, see Online Help.

    Step 4

    For call recording, complete the following fields:

    • Pattern—Enter a pattern that matches the recording destination address from the recording profile.
    • Gateway/Route List—Choose the SIP trunk or route list that points to the recording server.

    Step 5

    Click Save.

    Configure Agent Phone Line for Recording

    Use this procedure to configure the agent phone line for recording.

    Procedure

    Step 1

    From Cisco Unified CM Administration, choose Device > Phone.

    Step 2

    Click Find.

    Step 3

    Select the agent's phone.

    Step 4

    In the left Association pane, click the phone line for the agent to view the settings.

    Step 5

    From the Recording Option drop-down list, choose one of the following options:

    • Call Recording Disabled—Calls on this phone line are not recorded.
    • Automatic Call Recording Enabled—All calls on this phone line are recorded.
    • Selective Call Recording Enabled—Only selected calls on this phone line are recorded.

    Step 6

    From the Recording Profile drop-down list, choose the recording profile that is configured for the agent.

    Step 7

    From the Recording Media Source drop-down list, choose whether you want to use the gateway or the phone as the preferred source of recording media.

    Step 8

    Set the Busy Trigger field to a minimum of 3 if you also have Multilevel Precedence and Preemption (MLPP) configured.

    Step 9

    Click Save.

    Enable Built in Bridge for Cluster

    Use this procedure to enable the phone's built in bridge for recording to use the agent phone as the recording media source.

    When you set the Built-in-Bridge clusterwide service parameter to enable, the Built-in-Bridge default setting for all phones in the cluster is changed to enabled. However, the Built-in-Bridge setting in the Phone Configuration window for an individual phone overrides the clusterwide service parameter setting if the default option is not selected for that phone.

    Procedure

    Step 1

    From Cisco Unified CM Administration, choose System > Service Parameters.

    Step 2

    From the Server drop-down list, choose the server on which the CallManager service is running.

    Step 3

    From the Service drop-down list, choose Cisco CallManager.

    Step 4

    Set the Builtin Bridge Enable service parameter to On.

    Step 5

    Click Save.

    Enable Built in Bridge for a Phone

    Use this procedure to enable the Built in Bridge for an individual phone. If the default option is not selected, the Built in Bridge setting in the Phone Configuration window overrides the clusterwide service parameter.

    Optionally, use a service parameter to set the Built in Bridge defaults across the cluster. For more information, see Enable Built in Bridge for Cluster.

    Procedure

    Step 1

    From Cisco Unified CM Administration, choose Device > Phone.

    Step 2

    Click Find to select the agent phone.

    Step 3

    From the Built in Bridge drop-down list, choose one of the following options:

    • On—The Built in Bridge is enabled.
    • Off—The Built in Bridge is disabled.
    • Default—The setting of the clusterwide Builtin Bridge Enable service parameter is used.

    Note

     

    The recording can fail if the Built-in-Bridge is ON and if you check the Media Termination Point Required check box.

    Step 4

    Click Save.

    Enable Gateway for Recording

    Use this procedure to configure the gateway for recording. You must enable Unified Communications Gateway Services. The following task flow contains the high-level process to enable Unified Communications Gateway Services.

    Procedure

    Step 1

    Configure Unified Communications Manager IOS Services on the Device.

    Step 2

    Configure the XMF Provider.

    Step 3

    Verify Unified Communications Gateway Services.
    For detailed configuration steps, including examples, refer to the Cisco Unified Communications Gateway Services chapter for either of the following documents:

    Configure Recording Notification Tones

    Use this procedure to configure notification tone to play when calls are recorded. For legal compliance, an explicit notification in the form of a periodic tone can be made audible to the agent, the caller, or both, to indicate that a recording session is in progress. This tone can also be disabled.


    Note
    Recording tone settings override monitoring tone settings when both are enabled for the same call.

    Procedure

    Step 1

    From Cisco Unified CM Administration, choose System > Service Parameters.

    Step 2

    From the Server drop-down list, choose the server on which the Cisco CallManager service is running.

    Step 3

    From the Service drop-down list, choose Cisco CallManager.

    Step 4

    If you want a notification tone to be played to the agent, set the Play Recording Notification Tone to Observed Target (agent) service parameter to True.

    Step 5

    If you want a notification tone to be played to the customer, set the value of the Play Recording Notification Tone To Observed Connected Parties (customer) service parameter to True.

    Step 6

    Click Save.

    Configure Recording Redundancy Using Route Groups

    This task flow describes how to configure recording redundancy using route groups. For the preferred method of configuring recording redundancy for your deployment, refer to your vendor.

    Procedure

      Command or Action Purpose

    Step 1

    Configure SIP Trunks for Recording

    Configure a separate SIP trunk for each recording server.

    Step 2

    Add Recording Servers to Route Group

    Add your recording SIP trunks to a route group.

    Step 3

    Add Route Group to Route List

    Add your recording route group to a route list.

    Step 4

    Configure Route Pattern for Recording

    Configure a route pattern that routes recording calls to your route list.

    Add Recording Servers to Route Group

    Configure SIP Trunks for Recording
    Procedure

    Step 1

    From Cisco Unified CM Administration, choose Call Route > Route Hunt/List > Route Group.

    Step 2

    Perform one of the following steps:

    • Click Find and select an existing route group.
    • Click Add New to create a new route group.

    Step 3

    Complete the fields in the Route Group Configuration window. For more information on the fields and their configuration options, see Online Help.

    Step 4

    In the Available Devices pane, for each SIP trunk on which you configured a recording server, select the SIP trunk and click Add to Route Group until each recording server appears in the Selected Devices pane.

    Step 5

    Use the up and down arrows to adjust the priority setting for each recording server.

    Step 6

    Click Save.

    Add Route Group to Route List

    Procedure

    Step 1

    From Cisco Unified CM Administration, choose Call Routing > Route/Hunt > Route List.

    Step 2

    Perform one of the following options:

    • Click Find and select an existing route list.
    • Click Add New to create a new route list.

    Step 3

    Click Add Route Group.

    The Route List Details Configuration window opens.

    Step 4

    From the Route Group drop-down list, select the route group that you created for your recording servers.

    Step 5

    Click Save.

    Step 6

    Complete the remaining fields in the Route List Configuration window. For more information on the fields and their configuration options, see Online Help.

    Step 7

    Click Save.

    Configure a Record Feature Button

    Use this procedure to assign the Record feature button to your phone if your phone uses feature buttons.

    Procedure

      Command or Action Purpose

    Step 1

    Configure a Phone Button Template for Recording

    Configure a phone button template that includes the Record button.

    Step 2

    Associate a Phone Button Template with a Phone

    Associate the phone button template that you set up for recording to the phone.

    Configure a Phone Button Template for Recording

    Use this procedure to create a phone button template that includes the Record feature button.

    Procedure

    Step 1

    From Cisco Unified CM Administration, choose Device > Device Settings > Phone Button Template.

    Step 2

    Click Find to display list of supported phone templates.

    Step 3

    Perform the following steps if you want to create a new phone button template; otherwise, proceed to the next step.

    1. Select a default template for the model of phone and click Copy.

    2. In the Phone Button Template Information field, enter a new name for the template.

    3. Click Save.

    Step 4

    Perform the following steps if you want to add phone buttons to an existing template.

    1. Click Find and enter the search criteria.

    2. Choose an existing template.

    Step 5

    From the Line drop-down list, choose feature that you want to add to the template.

    Step 6

    Click Save.

    Step 7

    Perform one of the following tasks:

    • Click Apply Config if you modified a template that is already associated with devices to restart the devices.
    • If you created a new softkey template, associate the template with the devices and then restart them.

    Associate a Phone Button Template with a Phone

    Use this procedure to associate the phone button template that you created for the Record button of the phone.

    Procedure

    Step 1

    From Cisco Unified CM Administration, choose Device > Phone.

    Step 2

    Click Find to display the list of configured phones.

    Step 3

    Choose the phone to which you want to add the phone button template.

    Step 4

    In the Phone Button Template drop-down list, choose the phone button template that contains the new feature button.

    Step 5

    Click Save.

    A dialog box is displayed with a message to press Reset to update the phone settings.

    Configure a Record Softkey

    Use this procedure to add a Record softkey to the phone, if your phone uses softkeys. The Record softkey is only available in the Connected call state for the Cisco Chaperone Phone with Feature Hardkeys template.

    Procedure

      Command or Action Purpose

    Step 1

    Configure a Softkey Template for Recording

    Configure a softkey template that includes the Record softkey.

    Step 2

    Perform one of the following procedure:

    Associate the softkey template to a phone directly, or to a Common Device Configuration. You can then associate the Common Device Configuration to a group of phones.

    Configure a Softkey Template for Recording

    Procedure

    Step 1

    From Cisco Unified CM Administration, choose Device > Device Settings > Softkey Template.

    Step 2

    Perform the following steps to create a new softkey template; otherwise, proceed to the next step.

    1. Click Add New.

    2. Select a default template and click Copy.

    3. Enter a new name for the template in the Softkey Template Name field.

    4. Click Save.

    Step 3

    Perform the following steps to add softkeys to an existing template.

    1. Click Find and enter the search criteria.

    2. Select the required existing template.

    Step 4

    Check the Default Softkey Template check box to designate this softkey template as the default softkey template.

    Note

     

    If you designate a softkey template as the default softkey template, you cannot delete it unless you first remove the default designation.

    Step 5

    Choose Configure Softkey Layout from the Related Links drop-down list in the upper right corner and click Go.

    Step 6

    From the Select a Call State to Configure drop-down list, choose the call state for which you want the softkey to display.

    Step 7

    From the Unselected Softkeys list, choose the softkey to add and click the right arrow to move the softkey to the Selected Softkeys list. Use the up and down arrows to change the position of the new softkey.

    Step 8

    Repeat the previous step to display the softkey in additional call states.

    Step 9

    Click Save.

    Step 10

    Perform one of the following tasks:

    • Click Apply Config if you modified a template that is already associated with devices to restart the devices.
    • If you created a new softkey template, associate the template with the devices and then restart them. For more information, see Add a Softkey Template to a Common Device Configuration and Associate a Softkey Template with a Phone sections.

    Associate a Softkey Template with a Phone

    Use this procedure to assign the Record softkey to the phone by associating the softkey template that includes the Record softkey directly to a phone.

    Procedure

    Step 1

    From Cisco Unified CM Administration, choose Device > Phone.

    Step 2

    Click Find to select the phone to add the softkey template.

    Step 3

    From the Softkey Template drop-down list, choose the template that contains the new softkey.

    Step 4

    Click Save.

    Step 5

    Press Reset to update the phone settings.

    Associate a Softkey Template with a Common Device Configuration

    Use this procedure to add a Record softkey to the phone by associating the softkey template to a Common Device Configuration.

    Procedure
      Command or Action Purpose

    Step 1

    Add a Softkey Template to the Common Device Configuration

    Step 2

    Add Common Device Configuration to Phone
    Add a Softkey Template to the Common Device Configuration
    Procedure

    Step 1

    From Cisco Unified CM Administration, choose Device > Device Settings > Common Device Configuration.

    Step 2

    Perform the following steps to create a new Common Device Configuration and associate the softkey template with it; otherwise, proceed to the next step.

    1. Click Add New.

    2. Enter a name for the Common Device Configuration in the Name field.

    3. Click Save.

    Step 3

    Perform the following steps to add the softkey template to an existing Common Device Configuration.

    1. Click Find and enter the search criteria.

    2. Click an existing Common Device Configuration.

    Step 4

    In the Softkey Template drop-down list, choose the softkey template that contains the softkey that you want to make available.

    Step 5

    Click Save.

    Step 6

    Perform one of the following tasks:

    • If you modified a Common Device Configuration that is already associated with devices, click Apply Config to restart the devices.
    • If you created a new Common Device Configuration, associate the configuration with devices and then restart them.
    Add Common Device Configuration to Phone
    Procedure

    Step 1

    From Cisco Unified CM Administration, choose Device > Phone.

    Step 2

    Click Find and select the phone device to add the softkey template.

    Step 3

    From the Common Device Configuration drop-down list, choose the common device configuration that contains the new softkey template.

    Step 4

    Click Save.

    Step 5

    Click Reset to update the phone settings.

    Recording Interactions and Restrictions

    Feature

    Interactions and Restrictions

    Monitoring Tones

    Recording Tones take precedence over Monitoring Tones for calls that are both recorded and monitored. If you configure both, and a call is both recorded and monitored, only the recording tone plays.

    Multilevel Precedence and Preemption

    If you also have Multilevel Precedence and Preemption (MLPP) configured, you must set the Busy Trigger setting on the agent phone line to a minimum of 3.

    Secure Tones

    If you configure Secure Tones, the secure tone plays to both call participants at the outset of a secure call, irrespective of whether Recording Tones are configured.

    If you configure both Secure Tones and Recording Tones and the call is secure, the secure tone plays once at the outset of the call followed by the recording tone.

    If you configure Secure Tones, Recording Tones, and Monitoring Tones, and the call is secured, recorded, and monitored, the secure tone plays once followed by the recording tone. The monitoring tone does not play.

    Customer Voice Portal

    Agent - customer calls that are routed through the Customer Voice Portal may be recorded using the agent phone as the recording source.

    SIP Proxy Servers

    If you are using the gateway as your recording source, you cannot place SIP proxy servers between Unified Communications Manager and the gateway.

    Busy Hour Call Completion Rate

    Each recording session adds two calls to the Busy Hour Call Completion (BHCC) rate with a minimal impact on CTI resources.

    Selective Recording with Media Sense

    When you configure Selective Recording, the Media Sense server does not record the consult call during a transfer. For example, if a call between an agent and a customer is being recorded and the agent initiates a transfer to a second agent, the consult call that takes place between the two agents, before the call being transferred, is not recorded.

    To ensure that the consult call is recorded, the agent must press the ‘Record’ softkey when the consult call starts.

    Recording on authenticated phones

    The system does not support recording on authenticated phones.
    Codec locking for auto recording calls in select and join conference

    When recording is enabled, the endpoint advertises a single codec and a select and join conference takes place in the Unified Communications Manager.

    Recording Calls Do Not Survive Agent Hold

    Recording calls get torn down when the agent puts the call on hold, and they get reestablished when the agent resumes the call.

    Figure 1. Recording Calls Do Not Survive Agent Hold