Set up the Recorders for Microsoft Dynamics Omnichannel

For the Recorder to request data from external sources and to store the content it receives, assign the required service roles.

The Service Provider is responsible for this task.

Before you begin 

Install Recorders (primary and secondary), as described in the WFO Installation Guide.

Procedure 

  1. In Enterprise Manager, go to System Management, under Enterprise, select Settings.

  2. Select the Recorder node.

  3. Under Enterprise, select Server Roles.

  4. For audio capture, enable the following server roles:

    • Content Server

    • Interaction Capture

    • Recorder Ingestion Web Service

  5. For screen capture, enable the following services:

    • Recorder Integration Service

    • Screen Recorder

    • Streaming Service

  6. Click Save.

  7. For audio, associate the Interaction Capture node to the Recorder Ingestion Web Service.

  8. For screen, associate the Verint® Recorder Integration Service node to the Screen Recorder role.

  9. Repeat this procedure for the secondary Recorder node.

What to do next 

Create the Microsoft Dynamics Omnichannel Application Data Source

Add agents to capture from Microsoft Dynamics Omnichannel

WFO Installation Guide