Set up screen recording

You can configure recording of both screens and audio, or screen-only recording. For screens and audio, you will create both Phone and LAN data sources, and map the phones/extensions to workstations in the LAN. For screen-only recording you only need to create the LAN data source, without associating it to any phone extensions.

Employees being monitored using screen recording must only log into one machine at a time. Ensure that employees log out of their Windows sessions before initiating a separate session on a different machine.

Complete the following tasks to set up screen recording.

Install the Screen Capture module on each desktop to capture, as described in the Desktop Applications Deployment Reference and Installation Guide.
Associate a Recorder with the Integration Service
Create a phone data source
Create a LAN data source (only required to record both screens and audio)
Set up workstations and workstation groups
Create employees and add employee IDs
Map employees to data sources
Set up recording rules

To use screen recording with audio recording you must associate phones and extensions with workstations, or LAN employee IDs with phone employee IDs in the Employee Mapping section under Recording Management > Data Sources > Employee. See Map employees to data sources.

No special configuration is required for recording screens with SIP Trunk Recording.