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Microsoft Lync Server 2013 : Configuring Persistent Chat (part 4) - Creating a Chat Room Using the Lync Server Management Shell , Creating a Chat Room Using the Lync 2013 Client

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12/4/2014 8:41:20 PM

Chat Room Add-ins

Chat room add-ins are used to extend the Persistent Chat user experience by associating customized websites with chat rooms. When add-ins are registered by the Lync administrator and associated with chat rooms, the content of the specified websites is embedded in the conversation extensibility pane of the Lync 2013 client. A good example of how an add-in might be used would be embedding a Microsoft OneNote URL within a chat room dedicated to a particular department, where the site provides information that would be of interest to the department members.

The following steps would be used to create a chat room add-in:

1. Log on to a system where the Lync administrative tools are installed using an account that is a member of the CsAdministrator or CsPersistentChatAdministrator security groups, and open the Lync Server Control Panel.

2. In the left pane, select Persistent Chat, and then click the Add-in tab at the top.

3. Click New; then, at the Select a Service dialog box, select the Persistent Chat pool that will be associated with this add-in, and click OK.

4. At the New Add-in screen, enter a name for the add-in, enter the URL that will be associated with the add-in, and then click Commit to save the configuration.

After an add-in has been registered, it is associated with a chat room using the Lync Server Management Shell. The following procedure would be used to associate an add-in named Engineering Design Add-in with the Engineering chat room shown earlier in Figure 3:

1. Log on to a system where the Lync administrative tools are installed using an account that is a member of the CsAdministrator or CsPersistentChatAdministrator group and the RTC Local Administrators group on the Persistent Chat Server, and that has administrative rights on the local system.

2. Open the Lync Server Management Shell, and execute the following cmdlet:

Set-CsPersistentChatRoom -Identity chatpool1.companyabc.com -Add-in Engineering Design Add-in

Chat Rooms

After categories have been created, chat rooms can be created within those categories, and they will inherit the options that have been configured at the category level. Chat rooms can be created either by a Persistent Chat administrator, or by another user who has been assigned as a creator for one or more categories. Unlike the other Persistent Chat configuration tasks described previously, the creation and configuration of chat rooms is not performed using the Lync Server Control Panel. There are two ways to create a chat room: using the Lync Server Management Shell, or using the Lync 2013 client. Both methods are described next.

Creating a Chat Room Using the Lync Server Management Shell

The first method that can be used to create a chat room is using the Lync Server Management Shell, which would typically be used by Lync administrators or other IT personnel who have been delegated administrative permissions to the Persistent Chat deployment. To execute Persistent Chat PowerShell cmdlets remotely, a user must be a member of the CsAdministrator or CsPersistentChatAdministrator groups, must be explicitly listed as a member of the RTC Local Administrators group on the Persistent Chat Server, and must also have local administrative rights on the system where the Management Shell is used.

Following is the procedure for using the Lync Server Management Shell to create one of the chat rooms shown earlier in Figure 10.9:

1. Log on to a system where the Lync administrative tools are installed using an account that is a member of the CsAdministrator or CsPersistentChatAdministrator groups in AD, and the RTC Local Administrators group on the Persistent Chat Server, and has administrative rights on the local system.

2. Open the Lync Server Management Shell, and execute the following cmdlet to create a chat room named Design within the Engineering category:

New-CsPersistentChatRoom -Name Design -PersistentChatPoolFqdn chatpool1.companyabc.com -Category chatpool1.companyabc.com\Engineering.

3. If the command is successful, the chat room is created and the properties of the new chat room are displayed, as shown in Figure 5.

Image

Figure 5. Creating a chat room using the Management Shell.

Note from Figure 5 that when the room is initially created, there is no membership. Additional commands can then be used to configure various properties of the room, including room type, membership, managers, and more.

Creating a Chat Room Using the Lync 2013 Client

The second method that can be used to create a chat room is using the Lync 2013 client, which would typically be used by a user who has been assigned creator permissions to one or more categories. To create a chat room using the Lync 2013 client, a user must first be enabled for Persistent Chat via a Persistent Chat policy, in addition to being assigned as a creator.

Following is the procedure for using the Lync 2013 client to create one of the chat rooms shown earlier in Figure 3:

1. Log on to the Lync 2013 client using an account that has been enabled for Persistent Chat, and has been assigned as a creator in a Persistent Chat category.

2. If the user has been enabled for Persistent Chat, the Chat Rooms icon automatically appears as the second icon from the left, as shown in Figure 6. Click on the Chat Rooms icon to display the Chat Rooms section of the Lync client.

Image

Figure 6. Chat Rooms section of the Lync 2013 client.

3. On the right side of the window, click on the plus symbol, and then from the list of options that appears, click Create a Chat Room.

4. At the prompt, enter the credentials of the user with creator rights.

5. The My Rooms page now displays. Click on Create a New Room.

6. The Create a Room page now appears, as shown in Figure 7. Begin by entering a name, and optionally a description for the new chat room.

Image

Figure 7. Creating a chat room using the Lync 2013 client.

7. Additional properties that can be configured when the chat room is created include the following:

Privacy—Select Open, Closed, or Secret. Open rooms can be searched and accessed by anyone. Closed rooms can be searched by anyone, but can be accessed only by members. Secret rooms can be searched and accessed only by members of the room.

Add-in—Use the drop-down menu to associate an add-in with the chat room, which allows URL content to be viewed by members while participating. Add-ins must be previously approved by a Persistent Chat administrator in order to appear in this list.

Managers—The creator of the chat room is listed by default as the initial chat room manager; however, this can be changed as needed. If a different user will be assigned as the manager, or if additional chat room managers will be assigned, enter one or more names within the Managers box, with multiple names separated by a semicolon. The check mark icon at the right of the Managers box can be used to verify the accuracy of the manager names entered.

Members—If the chat room privacy setting is configured as Closed or Secret, individual names can be entered within the Members box, with multiple names separated by a semicolon. The check mark icon at the right of the Members box can be used to verify the accuracy of the member names entered.

Invitations—If the chat room privacy setting is configured as Closed or Secret, the invitations setting can be configured to either inherit the invitation setting from the parent category, or disable invitations for the chat room. Invitations are used to notify users when they have been added as chat room members.

8. When finished, click Create to create the new chat room.

Compliance Configuration

Persistent Chat compliance allows Lync administrators to maintain an archive of Persistent Chat messages as well as activities. For example, the activities that can be recorded and archived through compliance include new messages, new events such as a user entering a chat room, and searches that are performed against chat history. The compliance information can then be retrieved from the Compliance SQL database as needed.

After the Persistent Chat compliance feature has been enabled using the Topology Builder, it can then be configured using the Lync Server Management Shell. The cmdlet used to configure Persistent Chat compliance is Set-CsPersistentChatComplianceConfiguration. The parameters that can be set using this command include the following:

AdapterTypeAn adapter is a third-party product that converts the data in the compliance database to a specific format. Adapter types include Akonix, Assentor, Facetime, and XML (the default).

OneChatRoomPerOutputFileThis parameter allows separate reports to be created for each chat room.

AddChatRoomDetailsWhen enabled, this records additional details about each chat room in the database. This setting can greatly increase the size of the database, and therefore is disabled by default.

AddUserDetailsWhen enabled, this records additional details about each chat room user in the database. This setting can greatly increase the size of the database, and therefore is disabled by default.

RunIntervalThis parameter dictates the amount of time before the server outputs the next compliance output file (the default is 15 minutes).

IdentityThis setting allows compliance settings to be scoped for a particular collection, including the global, site, and service levels. If no identity is specified, the settings will apply to the global collection.

Additional parameters are also available and you can view them by executing the following command in the Management Shell:

Get-Help Set-CsPersistentChatComplianceConfiguration -Detailed

The following example sets the compliance properties for the global collection, specifying that separate reports be created for each chat room, and reducing the run interval to 10 minutes:

Set-CsPersistentChatComplianceConfiguration -OneChatRoomPerOutputFile $true -RunInterval 00:10:00

Other -----------------
- Microsoft Lync Server 2013 : Persistent Chat Deployment (part 3) - Installing the Persistent Chat Server Role
- Microsoft Lync Server 2013 : Persistent Chat Deployment (part 2) - Topology Update
- Microsoft Lync Server 2013 : Persistent Chat Deployment (part 1) - Topology Options and Scaling
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