WFO V15 2 Genesys Integration With Recorder
WFO V15 2 Genesys Integration With Recorder
This guide documents Recorder integration with Genesys, including specific ways in which
configuration and behavior differs from that documented in the Recorder Configuration and
Administration Guide, to which you should also refer.
Intended Audience
This guide is designed for:
• Verint Field Services and Support personnel.
• Customers responsible for site preparation and planning.
Documentation feedback
We strive to produce the highest-quality documentation products and welcome your
feedback. If you have comments or suggestions about our guides or help, you can email us.
With your feedback, include the following information:
• Document name and revision number or title of help topic and product version
• Your suggestion for correcting or improving the documentation
Send your messages to [email protected].
The email address is only for documentation feedback. If you have a technical question,
contact Technical Support.
Technical support
Our goal at Verint Systems is to provide you with the best products backed by a high-quality
support network with various resource options. Verint Systems Technical Support services
include email and telephone support.
To learn more about the support options that best suit your needs, visit us at Customer
Engagement Support.
About this guide
Verint University
In addition to documentation, help, and support services, Verint Systems also offers both classroom-
based and online learning alternatives to suit your specific needs.
To learn more about available training options from Verint Systems, visit us at verint.com/training.
1.09 Configuration for Genesys Business Continuity no longer requires that you
configure the same set of extensions twice.
This chapter describes supported recording solutions and the components involved in these
integrations.
Topics
Genesys Interaction
The Genesys Interaction recording solution allows organizations to capture complete interactions from
any channel, including communications across chat.
Full-time Recording
In Full-time VoIP Recording, Genesys is configured to automatically initiate (via a SIP INVITE) recording on
a per call basis for all monitored extensions.
Selective Recording
In Selective VoIP Recording, the Integration Service initiates media streaming and Selective Recording is
performed by allocating recording resources through the SDK adapter (which receives requests from the
Genesys Voice Platform SDK), per recorded call.
The Genesys SIP Server can be configured to select a Media Server to transmit audio for delivery, based
on extension. (It is not possible to select a Media Server based on call origin.)
To use the recording resources closest to the Media Server for recording, you must create an Extension
Pool Member Group for each Media Server. The Media Server must be configured with its assigned
Recorders, and the list of extensions Genesys has associated to it. This ensures that the system selects
the correct recording resources at the same location that Genesys has configured the recording to
originate from.
Each IP Recorder is configured with a range of ports that serve as destinations for extensions’ audio,
which is duplicated and delivered by the Genesys T-Server to the IP Recorder. The Integration Service
allocates these ports for recording, and maintains a list of available ports and used ports.
With Selective Recording, the number of recording resources (IP Recorder ports) should not be
less than the number of target extensions that need to be recorded simultaneously. However,
the number of recording resources can be less than the number of all the extensions in the
contact center.
Supported integrations
The table below lists the Genesys/CTI Server combinations and the recording solutions
supported when integrating with Verint Recorders.
A
Genesys SIP P
Server
* CTI Controlled Recording is supported in environments where Genesys can provide IP information for
the endpoints in the call. Be sure that you have configured the environment to connect to the SIP Server
against which the phones are registered.
Multiple adapters
You can have more than one adapter in your enterprise, and you can associate multiple adapters with a
single data source. However, a single data source should be assigned only one "primary" CTI adapter. This
CTI adapter is defined as the Primary controlling CTI adapter (not tagging only). SIP proxy adapters are not
considered CTI adapters.
VoIP Interception WFO intercepts (monitors or “sniffs”) the contact center's VoIP traffic and
records the IP packets of interesting calls, based on rules.
VoIP Delivery In a VoIP contact center, the IP traffic is monitored and recorded. When
recording is triggered, the Recorder assembles the relevant packets and
stores the contacts in standard audio file formats. This integration
environment offers Full and Selective VoIP Delivery. See the Recorder VoIP
Delivery Deployment Reference Guide.
This chapter describes how to install and configure a Genesys SIP Server integration via the
Genesys Platform SDK.
Topics
Recording Solution 16
Requirements 20
Limitations/Known Issues 21
Configuration Checklist 23
Licensing 26
Configuration 27
Advanced Deployments 48
Maintenance 51
Troubleshooting 52
Genesys SIP Server Integration Recording Solution
Recording Solution
This integration supports VoIP Station-side Interception, VoIP Station-side Delivery, and VoIP Gateway
Recording.
Please see the Recorder VoIP Interception Deployment Reference Guide for more information.
SIPREC
Session Initiation Protocol Recording (SIPREC) is a recording standard and a type of VoIP Delivery
recording. The integration may receive SIPREC traffic from a switch, or session replicating device like the
AudioCodes Gateway or SBC. This component acts as the Session Recording Client (SRC) between the
Recorder Integration Service and the SIP Trunks/SIP phones/call center system.
In SIPREC, an edge device routes SIP signaling to a particular “recorder” (technically the SIPREC adapter in
the Recorder Integration Service). The Recorder Integration Service receives and manages the SIP calls,
routing the RTP to an associated IP Recorder, and tagging appropriate information extracted from the SIP
signaling. Default tagging includes any custom attributes, any relevant data found in the SIPREC XML, as
well as the data source ID and member group ID. The Recorder Integration Service uses this tagged
information to correlate the call with the CTI.
Both full-time and selective recording are supported in SIPREC.
• Full-time—Records all calls for which SIP is delivered to the Recorder Integration Service.
• Selective—Selective SIP Recording is ideal for environments where not all calls need to be recorded
(including otherwise full-time environments with a large number of Interactive Voice Response
(IVR) ports that don't need to be recorded). Recording Rules and commands received via third-
party APIs can be used to refine which particular calls are recorded, resulting in reduced traffic
volume/resource use.
In most Genesys environments, there are multiple servers handling the , and in these cases the Genesys
CallUUID does not remain constant. Each Genesys server that handles the call assigns its own CallUUID. As
the call is transferred between servers, new UUIDs are assigned to the call. However, since the transfer is
accomplished only by negotiation between Genesys servers, Genesys does not “re-INVITE” the SBC (thus
the SBC is not notified of the new UUID values). The end result is that by the time the call reaches the
agent, the CTI events standard CallUUID field only contains the last UUID assigned by the Agent SIP server
with which the agent is registered. The original CallUUID is no longer present in the CTI events.
To resolve this requires the creation of a new “custom CallUUID” in both SIP and CTI. To accomplish this
you may use the following process:
On OUTBOUND CALL
1 Using Oracle SBC Header Manipulation Rules, SBC acquires initial X-Genesys-CallUUID on initial INVITE
from Genesys GVP.
2 Using Oracle SBC Header Manipulation Rules, SBC copies initial X-Genesys-CallUUID into new SIP
header field (“Verint-UUID”).
3 SBC includes “VerintUUID” in SIPREC INVITE to Verint as SIP Header or SIPREC XML Metadata.
4 Genesys acquires custom SIP header “VerintUUID” and attaches it to the call metadata as Genesys
UserData key/value pair (“VerintUUID”).
5 UserData is carried and comes to Verint via SDK CTI Events (Established, etc.) as UserData key/value
field.
Once this is complete, you can then configure separate custom attributes for the SIP VerintUUID and CTI
VerintUUID used in the Correlation Key Configuration in the Gateway Side Correlation Member Group
settings.
Related information
"SIP Trunk Delivery" in the Recorder VoIP Delivery Deployment Reference Guide.
This release does not support integration with the 2600-series SBC.
Requirements
The Verint Systems Field Services personnel should confirm that the customer has the following
Switch/CTI configuration. Please refer to Verint Systems’ Product Central for the latest information on
supported Switch/CTI combinations.
.
Specification Requirement
* The requirement for version 8.1 applies to VoIP Delivery solutions that use the Genesys Call
Recording method (that is, SIP Server/Media Server call forking rather than an SBC).
For SIP Trunk Recording you will require the Oracle SBC 3810/3820 or 4250/4500 series, or AudioCodes
Mediant SBC.
Note that the use of options outside those recommended by Verint may have a knock-on effect
or otherwise impact the Verint solution.
Limitations/Known Issues
Unable to replay session of second agent in three-way
conference with Oracle SBC
In an environment with Genesys and Oracle SBC, conferences are internally bridged and as such a
configured correlation key will not match up to the second agent's CTI, making the session inaccessible
for replay. This is expected behavior.
• IP Analyzer does not support RFC 2003 interception, therefore this release does not support
integration with Oracle SBC through IP Analyzer.
• For correlation to CTI in environments with multiple SIP servers, customization is required on the
SBC and in Genesys in order to maintain a proper correlation value throughout the life of the call.
• Each Recorder configured for Oracle SBC SIP Trunk Recording
• must be dedicated exclusively to the Oracle SBC SIP calls. These Recorders cannot be configured
to do additional IP Interception or IP Delivery Recording (however, you may perform TDM or
Screen Recording on the same server).
• must be dedicated to calls from a single Genesys server. If calls associated with several different
Genesys servers are required, then at least one Recorder per Genesys server is required.
SIPREC
The following apply only to SIPREC selective recording environments:
• Performance and Liability modes are not supported in SIPREC selective recording. If CTI is not
received for the call, no recording will happen.
• N+N is not supported in SIPREC delivery (only 1+1 for Recorder Integration Service redundancy,
and N+M all shared for Recorder redundancy).
Configuration Checklist
Done? Task
Related information
Licensing, page 26
2 Obtain all required information from the customer and validate site configuration.
Related information
Site Preparation Checklist
Done? Task
VoIP Station-side VoIP Station-side SIP Trunk Delivery - SIP Trunk Delivery -
Interception Delivery SRR SIPREC
a. Configure the a. Configure the a. Configure a. Configure
switch for VoIP switch for VoIP Configure Oracle Configure
Station-side Station-side SBC for SRR, AudioCodes or
Interception, Delivery, page 27. page 29. Oracle SBC for
page 27. b. Complete general b. Complete general SIPREC, page 29.
b. Complete general Recorder Recorder b. Complete general
Recorder Configuration, Configuration, Recorder
Configuration, page 30. page 30. Configuration,
page 30. c. Configure the b. Configure the page 30.
c. Configure the Recorder for VoIP Recorder for VoIP c. Configure the
Recorder for VoIP Station-side Gateway Recording, Recorder for
Station-side Delivery, page 32. page 32. Configure SIPREC,
Interception, The use of full-time c. Configure the page 35.
page 30. vs. selective Recorder. The use of full-time
d. Create an recording will be d. Create an vs. selective
adapter, under CTI determined by the adapter, under CTI recording will be
Adapters, page 38. Recorder Type, Full Adapters, page 38. determined by the
Delivery (External Recorder Type, Full
Controlled) or Delivery (External
Selective Delivery Controlled) or
(Duplicate Selective Delivery
Streamed) (Duplicate
respectively, that Streamed)
you select in the respectively, that
member group. you select in the
d. Create an member group.
adapter, under CTI d. Create a Generic
Adapters, page 38. SIPREC adapter plus
at least one
additional adapter
to handle CTI. See
an adapter, under
CTI Adapters,
page 38.
Note that in Selective Recording and Delivery environments you must configure both the Genesys
SDK adapter and the SIP Proxy adapter, and associate them with the same data source.
Related information
Recorder Configuration and Administration Guide
Done? Task
Related information
Site Acceptance Tests
Place a test call to an extension that is set to Record (either because of an extension
recording mode or Business Rule). If the call is not recorded or can’t be replayed,
troubleshoot.
Related information
Recorder Configuration and Administration Guide
Configure Redundancy.
Related information
High Availability for Voice and Screen, page 67
Licensing
In Genesys environments, the customer requires the following licenses:
• Genesys Platform SDK License. This license is required for use of the Genesys Platform SDK or the
Voice Platform SDK, which is part of the Platform SDK solution.
• Agent licenses. When using the Genesys SDK Adapter, you need one license per Agent/DN
configured in the system.
• Genesys Recording Connector License which is necessary for all solutions except Delivery.
• Genesys Active Recording Connector License. This license is only required for Station-side Delivery
solutions.
Configuration
To configure a deployment with Genesys IP Switch with the Genesys T-Server, first complete the tasks in
Switch Configuration, page 27, for all Genesys environments.
In Genesys SIP server recording (both VoIP Delivery and VoIP Interception), supervisors can monitor
agent calls. In this release, the Recorder Integration Service tracks connections on a call in such a way that
the supervisor is not interpreted as a tracked party/connection on the call. The specific adapters that
track call observers are the Genesys SDK and T-Lib. Parties marked as observers (the supervisor in this
case) are now ignored - if the party's role changes in the midst of a call, the tracking will account for this.
Next, refer to the following sections for Recorder configuration instructions, according to the specific type
of recording you want to perform:
• VoIP Station-side Interception, page 30
• VoIP Station-side Delivery, page 32
• VoIP Gateway Recording, page 32
Finally, for each of these deployments you must also configure the appropriate adapter (see CTI
Adapters, page 38).
A note about hunt groups. If you configure hunt groups as part of the phone data source, do not
configure agent group/hunt group extensions as phone extensions in any other places, otherwise
you will not receive AgentLoggedOn/Off events from the CTI switch.
Switch Configuration
The Genesys adapter connects to the Genesys server over the LAN using TCP/IP via the T-library SDK. The
Genesys server in turn connects to the Genesys switch. The Genesys server provides the adapter with
real-time telephony information from monitored position IDs, DNs, Controlled DNs, and ACD Queues.
Information contained in these messages is tagged along with the recording.
this integration you must use MSML-based call recording.) For a detailed explanation of how to configure
this feature, see Genesys’ Active Recording Ecosystem Solution Guide.
In addition, you may wish to consult Genesys’ documentation (at
http://docs.genesyslab.com/Documentation/SIPS) for the following:
• Call Recording in a Genesys SIP environment: The configuration requirements to enable Call
Recording in a Genesys SIP environment are explained in detail in the Call Recording-MSML-
Based section of the Genesys Framework SIP Server Deployment Guide.
• Integrate the Genesys SIP Server with the Genesys Media Server: For an explanation on
integrating the Genesys SIP Server with the Genesys Media Server, refer to the Configuring
Genesys Media Server section in the Genesys Framework SIP Server Deployment Guide.
The Integration Service's SIP Proxy adapter serves as a SIP endpoint and not the IP Recorder.
These settings only relate to VoIP Station-side Delivery recording. The signs < and > are both
required for MCP to send the recording request to RM.
Example:
acmesystem(session-agent)# show
session-agent
hostname pstn-out-rec1-sa
ip-address 172.29.101.11
port 5060
state enabled
app-protocol SIP
app-type
transport-method UDP
realm-id pstn_out_rec1_realm
ping-method OPTIONS
ping-interval 15
To configure your system for SIP over TLS/SRTP you must do the following as part of your overall VoIP
Gateway recording configuration:
• Set up certificates as described in Set Up Certificates, page 82.
• Create a Create a SIPREC Adapter, choosing SIP over TLS as the SIP Protocol, and completing the
TLS Parameters section.
Recorder Configuration
Complete the following steps for all recording types.
1 Install and configure the Recorder for the Enterprise, using the following documents:
• Installation Guide
• Enterprise Manager Configuration and Administration Guide
• Recorder Configuration and Administration Guide
2 Associate the IP Recorder with the Recorder Integration Service Role.
3 In Enterprise Manager, click System Management > Settings.
4 Select a Recorder from the left-hand pane.
5 Click the Server Roles tab.
6 Select the check box beside the name of the appropriate recording-related role.
7 Click Save. Wait for items in the Configuration Status queue to clear.
8 Restart your system:
a. Select the Recorder, then the Settings tab.
b. Click Launch to start Recorder Manager.
c. Click Operations > Start and Stop.
d. Click Reboot.
See the Enterprise Configuration Guide for further details.
e. Create a Phone data source in Enterprise Manager, and select Genesys as the Switch/Sub Type.
Next, complete one of the following sections to configure the Recorder, depending on your environment:
• VoIP Station-side Interception, page 30
• VoIP Station-side Delivery, page 32
• VoIP Gateway Recording, page 32
4 Within the <x:SIP> tags, configure the ProxyIPAddress section with addresses.
The following example illustrates the modified configuration for two proxy addresses:
<x:ProxyIPAddresses>
<x:ProxyIPAddresses>
<x:ProxyIPAddress>100.10.10.10</x:ProxyIPAddress>
<x:ProxyIPAddress>100.10.10.11</x:ProxyIPAddress>
</x:ProxyIPAddresses>
For IP Analyzer, update the IPAnalyzerConfig.xml file and restart the Recorder Analyzer Service.
For local recording at the extension location, select the member group used to record the desired
extensions specific to that location.
Do not include a Correlation Key in the member group settings unless instructed to do so by
Verint. The system will use the correct setting by default, so leave this field blank. See “Gateway
Side Correlation Pool Settings” the Recorder Configuration and Administration Guide for additional
details.
3 In a text editor such as Notepad, open the files IPCaptureConfig.xml and, optionally,
IPAnalyzerConfig.xml (located in %IMPACT360SOFTWAREDIR%\ ContactStore). Locate
<x:CustomSIPTags> under the tag <x:SIP>. Within <x:CustomSIPTags>, add <x:CustomSIPTag> with
the Genesys ID, as indicated in bold in the following example.
<x:CustomSIPTags>
<x:CustomSIPTag Overwrite="true" Section="SIP
Header">X-Genesys-CallUUID</x:CustomSIPTag>
</x:CustomSIPTags>
In addition:
• SBC must use port 5060; this is the default port so there is no need to configure this (but
conversely, it must not be changed).
• The Network Interface Card (NIC) requirements for this integration are the same as those cited in
the Customer Furnished Equipment Guide under “Requirements for RFC 2003." For RFC 2003
Interception you can have multiple NIC cards, but it is possible to configure the Recorder to use
only one NIC.
To learn more about the redundancy that Oracle SBC provides, see Oracle SBC Redundancy, page 74.
1 To ensure accurate speaker identification (optional) when using speaker separation, in Enterprise
Manager enter the IP address or host name of the call center’s SIP trunk interface in the data source
for the PSTN Side - Far End server type under Settings > Device IP Configuration.
2 In Recorder Manager, click General Setup > Capture Settings > Cards and Filters. Set the
Recording Type to High Capacity Delivery.
3 Under General Setup > Capture Settings > Protocols, verify that no protocols are selected.
4 Configure Custom SIP Correlation Keys. This step is optional. If you need to use a correlation key
other than the defaults (which are SIP:partyid and CTI: GSIP_REC_FN from the UserData section of
the SIP invite messages), configure the custom keys as follows.
In both of the following cases, use names that are different from the values configured in
IPCaptureConfig.xml. Do not use the same names as those of the Recorder attributes.
• CTI correlation key—Create an attribute in Enterprise Manager to hold each CTI attribute that
will be used for correlation, as described in the “Create or Edit an Attribute” section of the Recorder
Configuration and Administration Guide.
• In the Genesys SDK adapter, map the CTI correlation attributes to their External Names as received
in CTI, as described in the “Map Attributes to an Adapter” section of the Recorder Configuration
and Administration Guide.
• Recorder correlation key—Create an attribute in Enterprise Manager to hold each Recorder
attribute that will be used for correlation, as described in the “Create or Edit an Attribute” section
of the Recorder Configuration and Administration Guide.
• In the SIP Proxy adapter, map the Recorder correlation attributes to their External Names as
received in the SIP invite, as described in the “Map Attributes to an Adapter” section of the
Recorder Configuration and Administration Guide.
If you manually configure keys, they will override the defaults. For this reason, if you intend to
use the default(s) as well, you must manually configure these in addition to the other keys you
are adding.
5 Include the correlation key attributes established above in your “Gateway Side Correlation Pool
Member Group Settings” (under Correlation Key), as described in the Recorder Configuration and
Administration Guide.
Example:
Consider the following CTI and SIP invite messages.
From CTI,
Dispatching Event CTIEvent<si.19> --> <CallTracker> Size<0>
Int<AdapterId> = 19 ; Str<AdapterName> = Genesys SDK - SIP Server ; Int<SwitchId> =
252 ; Str<SwitchName> = Genesys - Test
Folder<event>
Int<Event> = 85 ; Str<EventStr> = EventAttachedDataChanged ; Int<PropagatedCallType> =
1 ; Int<CallType> = 1 ; Str<CallUuid> = 3QT8ORSUBL46R4S6IEVQOOFHRC000034
Int<ProtocolId> = 5415651 ; Str<DNIS> = 70052 ; Long<EventSequenceNumber> = 24357 ;
Long<ConnID> = 44194116344475743 ; Str<ConnIDStr> = 009d02508ddff05f
Int<CallID> = 100
Folder<ThisParty>
Int<DNRole> = 1 ; Str<DN> = 70053
Folder<UserData>
Configure SIPREC
Use the following procedure to configure the Recorder for SIPREC via Oracle SBC or an AudioCodes
Gateway.
Internal calls are not recorded when deploying a gateway recording solution in a Genesys
integration.
1 In the Recorder Manager, select the IP Recorder then click General Setup > Capture Settings >
Cards and Filters, then set the Recording Type of the network interface card used for recording to
Delivery, for both full-time and selective SIPREC.
2 In Enterprise Manager, create a Gateway Correlation Pool member group and set the Recorder
Control Type as follows:
• For full-time recording, select External Controlled.
• For selective recording, select Duplicate Streamed.
Note that for SIPREC a data source may have a mix of member groups for both full-time (set to
External Controlled) and selective (set to Duplicate Streamed). In these cases, recording will be
determined based on the configuration of the member groups. You should therefore configure the
member groups so that the there's a clear distinction in terms of what should be recorded where (you
can do this, for example, by using location IPs).
3 Define the phones to monitor on the data source and associate the member group with the relevant
Recorders under Shared Recorders.
Do not include a Correlation Key in the member group settings unless instructed to do so by Verint.
The system will use the correct setting by default, so leave this field blank. See "Gateway Side
Correlation Pool Settings" in the Recorder Configuration and Administration Guide for additional
details.
4 In Recorder Manager, set the Recording Type of the network interface card used for recording to
Delivery.
Certificates
Authentication
Whether you need to provide a certificate to Genesys for authentication depends on whether you are
using 'mutual' authentication on the Genesys side.
Mutual authentication
If the Genesys server requires mutual authentication you must provide it with a certificate that is trusted
by Genesys.
This can be either included in the custom JKS or, if SSL is configured on the server, using Verint standard
client certificates from IMPACT360/Conf/Security/cert.pem.
See Provide a certificate to Genesys, page 88.
Non-mutual authentication
If you are not using mutual authentication, skip the tasks under Provide a certificate to Genesys, page 88.
Workflow
To set up TLS for Genesys, do the following:
• Set up keys for certificates, page 90
• If you are using mutual authentication on the Genesys side, Provide a certificate to Genesys,
page 88.
• Configure the adapter for TLS, page 89
CTI Adapters
The Genesys adapter connects to the Genesys server over the LAN using TCP/IP via the Genesys SDK. The
Genesys server provides the adapter with real-time telephony information from monitored extensions,
hunt groups, and VDNs. Information contained in these messages is tagged along with the recording.
• The Genesys Voice Platform SDK Adapter. This adapter is recommended for use in Version
11. You must define this type of adapter if using Genesys SDK version 8.0.
• Genesys (Legacy T-lib) Adapter. This adapter supports Genesys systems where the T-lib
adapter is already in use or where the SDK is not licensed.
For Selective Recording and SIP Trunk Recording, you must configure both the Genesys SDK
adapter and the SIP Proxy adapter, and associate them with the same data source.
To record SIPREC calls, you must create at least two adapters: a Generic SIPREC adapter
(described below) and at least one additional adapter to handle CTI.
Create at least one of the following adapters in Recorder Manager:
• Create a Genesys Voice Platform SDK Adapter, page 39
• Create a Genesys (Legacy T-lib) Adapter, page 41
• Create a Genesys SIP Proxy Adapter, page 1
• Create a SIPREC Adapter
To create an adapter, launch the Recorder Manager and click General Setup > Integration Adapters >
Settings > Create. Each requires the following settings:
Field Description
Adapter Name Type a unique name for this adapter. Do not use any special
characters or characters that truncate xml. This field is not case
sensitive.
Adapter Type A read-only field that lists the adapter selected above.
DataSource You can have more than one adapter in your enterprise, and you
can associate multiple adapters with a single data source.
However, a single data source should be assigned only one main
CTI adapter (not tagging only). A primary CTI adapter is defined
as having primpary control control. SIP proxy adapters are not
considered CTI adapters.
Next, proceed to the appropriate section below to learn more about the settings specific to that adapter.
Field Description
T-Server Hostname Type the name of the primary Genesys server (set to Verint by
default).
T-Server Port Specify the port on which the primary T-Server listens for connections
from the clients. 9001 is the default.
Application Name This value is used to identify the Recorder Integration Service in the
Genesys logs. It should be a unique value that describes the recording
system/server. Verint Recording is the default.
Secondary T-Server Type the name of the secondary Genesys server (set to verint by
Hostname default). This field is required if you select the Use Secondary Server
for failover check box.
Secondary T-Server Specify the port on which the secondary T-Server listens for
Port connections from the clients. 9001 is the default. This field is required
if you select the Use Secondary Server for failover check box.
Get RTP Information Genesys will provide RTP information if it used with a Cisco switch or
Genesys SIP server. To obtain this information you must select this
check box. The option is not enabled by default. Only required for CTI
Controlled recording.
RTP Password If you have enabled Get RTP Information, type the password
configured in Genesys.
Unique Global Call Used to associate multiple calls together in a consult, conference,
ID transfer or other multi-call scenario. Select one of the following:
NetworkCallID/NetworkNodeID
CallID
ConnID
Other
Note: Although NetworkCallID/NetworkNodeID is an option for
this field, there is a known issue with Genesys SDK version 8.0 where
this ID won’t work as the Unique Global Call ID.
Field Description
Tagging Only If this adapter is used in addition to any other call tracking adapters
on the same data source and this adapter is expected to only Tag CTI
data for the calls that are tracked by another adapter.
See Default Tagging by the Tagging Only Adapter, page 41.
Process Agent Event This option will enable the Genesys adapter to process agent state
changes, specifically Agent Login and Logout.
Event Based After This option will enable the Genesys adapter to stop screen recording
Call Work based on after call work events, specifically Agent Ready and Logout.
Off by default.
4 Under Advanced Settings, use the Key and Value fields to enter any proprietary pairs that are in
use in your system.
5 Click Save. The adapter appears in the left-hand pane.
6 Select the adapter in the left-hand pane and click the Start button to start the adapter.
7 Under the Send Recording Indication to Genesys pane, enable the Recording Indication Feature
(off by default) by configuring the following parameters.
Field Description
Send Recording Select this checkbox to enable the Genesys Recording Indication
Indication to Feature.
Genesys The Genesys Recording Indication feature prompts the Recorder
Integration Service to send a recording identifier back to Genesys for
all recorded calls. The Genesys Servers exchange call context with all
the KVPs for calls that span more than one Server. If the Genesys
Recording Indication feature is enabled, it allows customers to keep
recording calls that are transferred across separate PBXs.
This feature uses the AttachUserData request of the Genesys
interface to provide the Genesys ConnectionID for the call that is
updated, and also provides one or more of the following:
• KVP name of the recording status key field and its configured
recording status value to update.
• KVP name of the primary recording INUM and the INUM to
update.
• KVP name of the Contact ID and the Contact ID to update.
This feature supports any recording environment with Genesys call
tracking adapter or Genesys tag-only adapters.
Field Description
Recording Status Enter the Genesys KVP field name (for example Recorded) that
Key Name contains the key of the recording status (compatibility with v10).
The Recording Status Key Name field is empty by default.
Recording Status Enter the Genesys KVP field name (for example True) that will be
Value tagged as a recording status (compatibility with v10).
The Recording Status Value Name field is empty by default.
Primary Recording Enter the Genesys KVP field name that will be updated with the
INUM Key Name primary recording INUM.
The default is VerintPrimaryRecordingInum.
Contact ID Key Enter the Genesys KVP field name that will be updated with the contact
Name id of the primary recording INUM.
The default is VerintContactId.
Define a Genesys (Legacy T-lib) Adapter if using Genesys T-Server version 7.2 or earlier.
1 Choose General Setup > Integration Adapters > Settings.
2 Click Create, then select Genesys (Legacy T-lib) Adapter.
3 Specify settings for this adapter in the right-hand pane, referring to the following table (all fields are
required unless otherwise indicated):
Field Description
Adapter Name Type a unique name for this adapter. Do not use any special
characters or characters that truncate xml. This field is not case
sensitive.
Field Description
Adapter Type A read-only field that lists the adapter selected above.
T-Server Hostname Type the name of the primary Genesys server (set to Verint by
default).
T-Server Port Specify the port on which the primary T-Server listens for connections
from the clients. 9001 is the default.
Application Name This value is used to identify the Recorder Integration Service in the
Genesys logs. It should be a unique value that describes the recording
system/server. Verint Recording is the default.
Secondary T-Server Type the name of the secondary Genesys server (set to verint by
Hostname default). This field is required if you select the Use Secondary Server
for failover check box.
Secondary T-Server Specify the port on which the secondary T-Server listens for
Port connections from the clients. 9001 is the default. This field is required
if you select the Use Secondary Server for failover check box.
Get RTP Information Genesys will provide RTP information if it used with a Cisco switch or
Genesys SIP server. To obtain this information you must select this
check box. The option is not enabled by default. Only required for CTI
Controlled recording.
RTP Password If you have enabled Get RTP Information, type the password
configured in Genesys.
Unique Global Call Used to associate multiple calls together in a consult, conference,
ID transfer or other multi-call scenario. Select one of the following:
NetworkCallID/NetworkNodeID
CallID
ConnID
Other
Field Description
Tagging Only If this adapter is used in addition to any other call tracking adapters
on the same data source and this adapter is expected to only Tag CTI
data for the calls that are tracked by another adapter.
Process Agent Event This option will enable the Genesys adapter to process agent state
changes, specifically Agent Login and Logout.
Event Based After This option will enable the Genesys adapter to stop screen recording
Call Work based on after call work events, specifically Agent Ready and Logout.
Off by default.
4 Under Advanced Settings, use the Key and Value fields to enter any proprietary pairs that are in
use in your system.
5 Click Save. The adapter appears in the left-hand pane.
6 Select the adapter in the left-hand pane and click the Start button to start the adapter.
SIP Proxy
Use the following procedure to create a SIP Proxy adapter.
Procedure
1 Click General Setup > Integration Adapters > Settings.
2 Click Create, then select SIP Proxy Adapter.
3 Specify settings for this adapter in the right-hand pane, referring to the following table (all fields are
required unless otherwise indicated):
Field Description
Adapter Type a unique name for this adapter. Do not use any special
Name characters or characters that truncate XML. This field is not case
sensitive.
Field Description
Record Select this check box to record any device, even if it’s unrecognized.
Unknown Note that for LiveVox you should not disable this check box, as it may
Devices result in missed recordings for secondary agents who join a
conference with an unrecognized ID.
SIP Protocol Select the protocol that the SIP Proxy adapter will use.
• SIP over UDP—User Datagram Protocol (UDP) has a lower
overhead but will result in more recording loss in the case of
failures.
• SIP over TCP—Transmission Control Protocol (TCP) is
recommended as it is a more reliable protocol providing
earlier detection of failures.
• SIP over TLS—Transport Layer Security (TLS) is designed to
secure client-server communications over a network. It
operates on segments of network connections above the
Transport Layer.
Supported Codecs
Select a supported codec from the list of those available.
TLS Parameters
Complete the settings in this section if you are using Secure RTP with SIP over Transport Layer Security
(TLS).
Field Description
KeyStore To use the standard keys that are installed with the recorder, leave this field set to
Filename the default. If you have generated a new key, type the path to that key here.
Password If you used the standard, pre-installed keys, enter the password provided in the
associated Recorder Integration Guide.
File format Select the file format that matches that of the file specified in the KeyStore Filename
field.
Support sRTP Select this check box to support fallback to RTP if secure/encrypted RTP is not
to RTP available.
fallback
4 Under Advanced Settings, use the Key and Value fields to enter any proprietary pairs that are in
use in your system.
5 Click Save. The adapter appears in the left-hand pane.
SIPREC Adapter
Use this adapter to support the retrieval of custom tags in SIP headers or SIPREC metadata in SIP Trunk
Recording.
Procedure
Complete these steps to create a Generic SIPREC adapter.
1 Click General Setup > Integration Adapters > Settings.
2 Click Create, then select Generic SIPREC Adapter.
3 Specify settings for this adapter in the right-hand pane, referring to the following table (all fields are
required unless otherwise indicated):
Field Description
Adapter Type a unique name for this adapter. Do not use any special characters or characters
Name that truncate xml. This field is not case sensitive.
SIPRec Specify the far-end SIPREC device being used for this integration.
Device
Type
SIP Select the protocol that the SIPREC adapter will use:
Protocol • SIP over UDP—User Datagram Protocol (UDP) allows applications to send
messages to hosts on an IP network. UDP has a lower overhead because it
assumes that error checking is either not required or that this processing is done
elsewhere.
• SIP over TCP—Transmission Control Protocol (TCP) is best for applications (such as
email and file transfer) that require a reliable data stream service.
• SIP over TLS—Transport Layer Security (TLS) is designed to secure client-server
communications over a network. It operates on segments of network connections
above the Transport Layer.
Field Description
Listen at IP Specify the local machine’s NIC IP Address. The listening IP address and port specified
Address below must match the recording realm profile configured on the SBC.
If Enterprise Manager is installed on the Integration Service machine, you must use a
port other than 5060 as the listen port.
The specified port cannot be in use by any other application or adapter on the
local server.
Supported Codecs
Select a supported codec from the list of those available.
4 Under Advanced Settings, use the Key and Value fields to enter any proprietary pairs that are in
use in your system.
5 Click Save. The adapter appears in the left-hand pane.
6 Click Restart.
Related topics
Supported Integration Service CTI adapters
Advanced Deployments
The following scenarios require specific configuration:
• Genesys IVR Recording, page 48
• Maintenance, page 51
1 When a call arrives at an IVR Port DN, the SIP PBX server sends an INVITE to the Genesys SIP server.
2 The Genesys SIP server forwards the INVITE to the destination IVR port on the Genesys GVP IPCS.
3 The Genesys GVP IPCS establishes the call and returns a 200 OK indication to the Genesys SIP server.
4 The Genesys SIP server sends a 200 OK indication to the SIP PBX to indicate that the call has been
answered.
5 The Genesys SIP server sends CTI events on the IVR port to the Recorder Integration Service for
recording and tagging.
6 The Recorder Integration Service requests that the IP Recorder record the call. The IP Recorder records
the call by:
a. Intercepting the RTP streams in the audio path.
b. Intercepting the SIP messages between the Genesys SIP server and the Genesys GVP IPCS to use
call information.
c. Correlating the CTI with the audio based on X-Genesys-CallUUID.
Parameter Set to
rtp.inputmode continuous
This setting specifies the input mode of
incoming RTP streams, and is set to vad by
default.
rtp.sendmode continuous
This setting specifies the output mode of
outgoing RTP streams, and is set to vad by
default.
Related information
"Configuring Cradle-To-Grave for Custom Data Mode" in the Interactions & Analytics Administration Guide
Maintenance
Any changes to the extensions that are being recorded, or to the resources being used to record, may
necessitate changes to the data source used by the Genesys adapter.
Troubleshooting
Failed to Connect to Genesys T-Server
Issue: This error message in the Genesys Adapter log indicates that the adapter is unable to
communicate with the Genesys T-Server.
Cause: Genesys Adapter improperly configured in the Recorder Manager. Define a Genesys Voice
Platform SDK Adapter if using Genesys T-Server version 8.0; define a Genesys (Legacy T-lib) Adapter if
using Genesys T-Server version 7.2 or earlier.
Resolution: Use Recorder Manager to view the Genesys adapter configuration information and verify
that the T-Server Hostname, T-Server Port, Application Name, and Application Password (if
required) match the information provided by the customer’s Genesys Server Administrator.
Cause: Network problem between the Integration Service and the Genesys T-Server.
Resolution: Verify network connectivity between the Integration Service and the Genesys T-Server using
the hostname and port information provided by the customer’s Genesys Server Administrator.
Cause: The Genesys T-Server is not presently functioning.
Resolution: Have the customer’s Genesys Server Administrator verify that the Genesys T-Server is
currently operational.
Troubleshooting
The Recorder integration with Genesys Business Continuity allows you to track calls across two
Genesys sites for calls delivered to a single Recorder Integration Service server, without the need
to configure the same extensions twice.
Topics
In this solution, the Recorder Integration Service obtains CTI data and supports continuity by connecting
to both sides of the Genesys implementation simultaneously. Since agents may be registered to both
sites at once, a call to such an agent creates two independent calls with common characteristics. To
accommodate this, configuration on the Recorder side uses a parent-child data source model, with
settings such as extensions configured on the parent and then shared to the child data sources.
Fallback behavior
When all CTI links are up, the number of active links among all active Child Data Sources is reported back to
the Recorder Integration Service. Calls placed at/to either site within a pair of distributed Genesys SIP
Servers will be managed at the associated Child Data Source.
Mastership is negotiated between the Recorder Integration Services by counting the total number of
adapters for the Parent Data Source, just as in a standard environment. If any one CTI link goes down,
then all the extensions are placed into fallback at the Parent Data Source level. All calls at the Child Data
Source at that CTI link are closed, while calls on the alternate site will continue to be tracked on the Child
Data Source for that site.
Procedure
1 Create an additional Genesys Phone Data Source for each site.
2 For each Data Source, under Data Source Parent, select the Parent Data Source you created
previously. This establishes the parent-child relationship between the two.
3 For each Child Data Source, create a CTI adapter as described in CTI Adapters, page 38.
Related information
Recorder Configuration and Administration Guide
To capture Genesys Chat interactions via the Genesys Interaction Server, configure the
integration described in this chapter.
Topics
Related information
Text Recording Configuration Guide
Security
Genesys supports HTTPS and Transport Layer Security (TLS) to secure chat sessions. This integration in
turn uses TLS for its connections with Genesys APIs, when TLS is enabled on the Genesys side.
Redundancy
If the primary Text Capture service is unavailable, a secondary Text Capture service will take over chat
processing. No chat interactions are lost as long as at least one of these nodes is up.
Related topics
High Availability for Text, page 79
Workflow
1 Obtain Genesys Interaction Server information, page 61
Gather agent and network information from the Genesys environment. This information is required
to configure the agents as users in the system, and to allow the integration adapter to connect with
the Genesys Interaction Server and Universal Contact Server.
2 Configure Recorder roles, page 62
Assign roles to the Recorder node to give it the ability to request data from external sources and to
store the content it receives.
3 Create a Genesys Chat data source, page 62
Configure a data source that identifies the Genesys Interaction Server to Text Capture.
4 Add agents to the system, page 63
Add the agents for whom you want to capture chats and associate them with the data source.
5 Genesys Chat, page 64
Create an adapter to connect Text Capture to connect to the Genesys Interaction Server and
Universal Contact Server to receive events.
Procedure
1 Obtain a list of agent logon IDs for the Genesys Interaction Server agents you want to record. You will
use these IDs to add the agents as Employees in the Verint system.
2 From the Genesys environment, obtain the following to include in the adapter configuration:
• Interaction Server Host name/IP address and Port number
• Universal Contact Server Host name/IP address and Port number
What to do next
Configure Recorder roles, page 62
Procedure
1 Configure the Text Capture node.
a. In Enterprise Manager, go to System Management > Enterprise > Settings.
b. Select the Text Capture node, then click Server Roles.
c. Ensure that the following roles are enabled:
• Content Server
• Recorder Ingestion Web Service
• Text Capture
d. Click Save.
e. Expand the server node under Installations and select the Text Capture role.
f. Click Save.
For deployments with redundancy, see High Availability for Text, page 79 for additional configuration.
Related information
Recorder Configuration and Administration Guide
What to do next
Create a Genesys Chat data source, page 62
Procedure
1 In Enterprise Manager, click Recording Management.
2 Under Data Sources, click Settings.
3 Click Create Data Source.
4 Select Application as the Type, and Genesys Chat as the Switch Sub/Type.
5 Give the data source a Name that identifies it as the data source for Genesys Chat. The name must
not include the characters []<>"&! or ?.
6 Under Recorder Settings, select the Default Text Language.
7 Associate the data source with Text Capture by selecting the appropriate role under Associated Text
Capture Installations.
8 Click Save.
9 Complete the remaining Recorder configuration by following the instructions in the chapter "Set up
individual Recorders" in the Recorder Configuration and Administration Guide.
While data sources typically have an associated member group that identifies specific recording targets,
this integration requires only that you add the agents to the system as Employees, as described in the
next topic.
What to do next
Add agents to the system, page 63
Procedure
1 In Enterprise Manager, click User Management > Profiles.
2 Follow the procedure "Configuring employee profiles" in the WFO User Management Guide to add an
Employee Profile for an agent. When specifying the Agent ID, enter the ID for the agent in the field
beside the Genesys Chat data source you created previously. This ID should be the unique User Name
that the agent uses to log into the Genesys Workspace.
3 Click Save.
4 Repeat for each agent whose chat interactions you want to capture.
What to do next
Genesys Chat, page 64
Genesys Chat
Create an adapter to connect Text Capture to connect to the Genesys Interaction Server and Universal
Contact Server to receive events.
Procedure
1 In Recorder Manager, navigate to General Setup > Integration Service > Settings.
2 Click Create, then select Genesys Chat Adapter.
3 Specify settings for this adapter in the right-hand pane, referring to the following table (all fields are
required unless otherwise indicated):
Field Description
Adapter Name Type a unique name for this adapter. Do not use any special
characters or characters that truncate XML. This field is not case
sensitive.
Field Description
Adapter Type A read-only field that lists the adapter selected above.
DataSource Select the Application data source that you created previously for
Genesys Chat.
Interaction Server Enter the host name or IP address of the Genesys Interaction Server
Host Host.
Interaction Server Enter the port number of the Genesys Interaction Server Host.
Post
Use Secondary Select this check box to enable failover if the primary Genesys
Interaction Server Interaction Server goes down.
for failover
Secondary Enter the host name or IP address of the backup Genesys Interaction
Interaction Server Server Host.
Hostname
Secondary Enter the port number of the backup Genesys Interaction Server
Interaction Server Host.
Port
Universal Contact Enter the host name or IP address of the Genesys Universal Contact
Server Host Server Host.
Universal Contact Enter the port number of the Genesys Universal Contact Server Host.
Server Port
Use Secondary Select this check box to enable failover if the primary Genesys
Universal Contact Universal Contact Server goes down.
Server for failover
Field Description
Secondary Universal Enter the host name or IP address of the backup Genesys Universal
Contact Server Contact Server Host.
Hostname
Secondary Universal Enter the port number of the backup Genesys Universal Contact
Contact Server Port Server.
Security Settings Configure either a secure or non-secure connection. Select one of the
following:
• No Security- Creates a non-secure connection.
• TLS using Keystore - If you select this option, you must also
enter a Keystore Filename and a Keystore Password. Note that
the keystore password should be the same as your private key
password.
• TLS using Verint system SSL certificates - Uses Verint
system certificates from their default location.
4 Click Save.
This section covers how to configure High Availability (also referred to as Redundancy) and
load balancing for voice and screen recording. It also covers modes of failover and disaster
recovery available on the Genesys side.
Topics
N+N Redundancy 68
N+M Redundancy 69
Oracle SBC Redundancy 74
Oracle SBC Load Balancing 75
Genesys High Availability and Disaster Recovery 76
High Availability for Voice and Screen N+N Redundancy
N+N Redundancy
N+N redundancy is supported only with VoIP Interception solution in Genesys environment.
When configuring member groups in N+N (see Create and Edit Member Groups and Extensions in the
Recorder Configuration and Administration Guide), the member group settings you should choose for
Genesys are as follows:
* In this scenario you must ensure that each pair of N Recorders will receive identical signaling and media.
See Supported Environments in the N+N section of the Recorder Configuration and Administration
Guide for more details.
N+M Redundancy
An N+M system is configured with more recording resources than necessary to prevent audio or CTI loss
in any case of individual Recorder failure, as well as any network disconnection scenario. A primary
Integration Service paired with a secondary Integration Service work in concert to determine which of the
redundant M Recorders to task with recording. The two primary N+M scenarios are N+M All Shared and
N Dedicated + M Shared.
When configuring member groups in N+M (see Create and Edit Member Groups and Extensions in the
Recorder Configuration and Administration Guide), the member group settings you should choose for
Genesys are as follows:
While the following diagrams depict scenarios involving two Integration Services, N+M all shared
or N dedicated + M shared can be accomplished using only a single Integration Service.
Integration
Integration
Service
Service
Server
Server
Recorder
Recorder
Recorder 1 Recorder 2 N+M
N +1
Recorder N
Call Center
CTI Server
/Voice
Switch
Integration
Integration
Service
Service
Server
Server
Recorder
Recorder N Recorder
M
Recorder 1 Recorder 2 1
N Dedicated + M Shared
In environments that are N dedicated trunk side (either TDM or SIP trunk) and M shared (all types), if the
dedicated trunk side Recorder experiences issues (indicated by one or more alarms on the Recorder
Manager status page for that Recorder), the Integration service will engage the shared Recorder to record
a call. The dedicated Recorder may still be able to record a call, even though a problem was reported.
Therefore, it is possible that the system will have a duplicate recording of a call, and two sessions will
appear in the portal as having the same attributes and audio. This is expected behavior.
For example, a dedicated SIP trunk Recorder may discover a loss of packets for some calls that occurred
in the past. An alarm is raised indicating a minor issue with the Recorder. For future calls, Integration
Service will engage a shared Recorder to record the calls, in addition to the dedicated Recorder that may
or may not lose some packets. While the problem with the dedicated Recorder exists, duplicate sessions
may be found for each call in the portal—one recorded by the dedicated Recorder (and which may have
inferior audio quality) and another one recorded by the shared Recorder (with good audio quality).
Real-time/Record-on-Demand
Redundancy and real-time/record-on-demand (ROD) are supported as long as the Integration Service is
controlling an active recorder, and a real-time audio or ROD session can be initiated.
Recorder 1
Corero Device
2 Exclude the UDP SIP application from load balancing in the Monitor Group input. The Monitor Group
input processes all UDP packets. As UDP SIP is already being flooded through the flooding
configuration, it doesn't require additional load balancing to the recorders. Failing to exclude UDP SIP
will result in duplicate UDP SIP messages to the Recorder to which this traffic is routed; one through
load balancing and the other through flooding.
See “Configure SIP Interception” in the Recorder Configuration and Administration Guide for general
configuration instructions.
You must configure the SBC Call Recording Server (CRS) object for the "+1" Recorder as the
Secondary Address for the "N" CRS objects.
Please see the VoIP Delivery, VoIP Interception without Top Layer, or VoIP Interception with Top Layer
Deployment Reference Guide for redundancy information specific to your recording environment.
For recording both inbound and outbound calls, you should replicate the inbound configuration
described above on the outbound side of the SBC (that is, the side that terminates the SIP Trunks
from the service provider). Note that in order to provide load balancing for outbound calls,
multiple SIP Trunks to the service provider are required, one for each CRS.
If you configure Load Balancing but do not configure Redundancy, a failed Recorder will result in
the loss of recordings (that is, calls will not be redistributed across active reocrders). To ensure
that all calls are recorded as desired, configure Redundancy in addition to Load Balancing.
Genesys top-down or round robin load balancing is also supported, as long as only one SIP dialog
is created for the call.
Both Interception and Delivery solutions should have enough Recorder capacity at each site for the full
population of agents from both locations.
• If intercepting the station side traffic at the gateway (referred to as gateway infrastructure
interception), then a single member group in each data source containing all Recorders and
extensions will suffice. In addition, IP Analyzers would be used in this scenario, to insure that
Recorders receive signaling and audio for the calls it needs to record.
3 Create Recorders at each site, all grouped, with each Recorder assigned to both data sources.
If Interception is occurring at the gateway, it is possible that each gateway can deliver calls to either
Genesys SIP server in a pair. In this case, you must have IP analyzers to forward signalling across to the
other location.
VoIP Station-side Delivery (SIP Trunk with Oracle SBC or SIP Trunk Interception)
For Oracle SBC with SIP trunk, and SIP Trunk Interception recording solutions, each Genesys
switch requires dedicated Recorders at each site.
Since each switch will have dedicated Recorders, the Oracle SBC must also be configured so that signalling
and audio is presented to the specific Recorders responsible for recording the switch that handles the call.
You can accomplish this by configuring recording realms on the SBC, based on the Genesys SIP server for
which each call is destined.
To configure the Recorder for VoIP Delivery, complete the following tasks (referring to the Recorder
Configuration and Administration Guide for step-by-step instructions).
1 Create two data sources, one for each site.
2 Configure these data sources with all extensions included with the standard station side delivery
configuration you configured under VoIP Station-side Delivery, page 32.
This section covers how to configure High Availability (also referred to as Redundancy) and for
Text Capture integrations.
Topics
Overview 80
Configure High Availability for Text 81
High Availability for Text Overview
Overview
Text capture uses a 1+1 redundancy model. You may pair a Primary Text Capture node with a secondary
Text Capture node using secondary Role associations in Enterprise Manager. The primary will be have initial
Primary control over the secondary.
In a deployment with Text Redundancy, when the primary Text Capture service is unavailable, the
secondary Text Capture service picks up chat processing. When the primary comes back up, it takes back
over. No chat interactions are lost as long as one of the nodes is up.
Procedure
1 Configure two Text Capture nodes as follows:
a. In Enterprise Manager, go to System Management > Enterprise > Settings.
b. Select the Text Capture node, then click Server Roles.
c. Ensure that the following roles are enabled:
• Content Server
• Recorder Ingestion Web Service
• Text Capture
d. Click Save.
e. Expand the server node under Installations and select the Text Capture role.
f. Click Save.
2 Select a Text Capture role under the primary node from step 1.
3 Click the Secondary Role screen.
4 Under Paired Secondary Role, select the Text Capture role under the other node created in step 1.
5 Click Save.
Set Up Certificates
This chapter describes how to set up certificates so that you may secure communications using
TLS/SSL for the Recorder Integration Service, and for the Text Capture adapter in Genesys Chat
environments.
Topics
Overview 83
Certificates for Genesys Platform SDK and Interaction Server 84
Certificates for SBC 90
Set Up Certificates Overview
Overview
You can secure communications between Verint and the Genesys Platform SDK, a Genesys Interaction
Server, or an SBC. To do so, you must set up certificates for the components involved. See:
• Certificates for Genesys Platform SDK and Interaction Server, page 86
• Certificates for SBC, page 90
Certificates
Configuration using a custom JKS file
Create a new JKS key store file to hold the client certificate, which will be used for the key manager for
validation.
Specify the path for the keystore and its password when you configure the adapter. The password for the
JKS file and the client private key password must be the same.
See: "Create new keys using a self-signed certificate" or "Create new keys using a CA-signed certificate" in
Set up keys for certificates, page 90.
Authentication
Whether you need to provide a certificate to Genesys for authentication depends on whether you are
using 'mutual' authentication on the Genesys side.
Mutual authentication
If the Genesys server requires mutual authentication you must provide it with a certificate that is trusted
by Genesys.
This can be either included in the custom JKS or, if SSL is configured on the server, using Verint standard
client certificates from IMPACT360/Conf/Security/cert.pem.
See Provide a certificate to Genesys, page 88.
Non-mutual authentication
If you are not using mutual authentication, skip the tasks under Provide a certificate to Genesys, page 88.
Workflow
To set up TLS for Genesys, do the following:
• Set up keys for certificates, page 90
• If you are using mutual authentication on the Genesys side, Provide a certificate to Genesys,
page 88.
• Configure the adapter for TLS, page 89
Certificates
Configuration using a custom JKS file
Create a new JKS key store file to hold the client certificate, which will be used for the key manager for
validation.
Specify the path for the keystore and its password when you configure the adapter. The password for the
JKS file and the client private key password must be the same.
See: "Create new keys using a self-signed certificate" or "Create new keys using a CA-signed certificate" in
Set up keys for certificates, page 90.
Authentication
Whether you need to provide a certificate to Genesys for authentication depends on whether you are
using 'mutual' authentication on the Genesys side.
Mutual authentication
If the Genesys server requires mutual authentication you must provide it with a certificate that is trusted
by Genesys.
This can be either included in the custom JKS or, if SSL is configured on the server, using Verint standard
client certificates from IMPACT360/Conf/Security/cert.pem.
See Provide a certificate to Genesys, page 88.
Non-mutual authentication
If you are not using mutual authentication, skip the tasks under Provide a certificate to Genesys, page 88.
Workflow
To set up TLS for Genesys, do the following:
• Set up keys for certificates, page 90
• If you are using mutual authentication on the Genesys side, Provide a certificate to Genesys,
page 88.
• Configure the adapter for TLS, page 89
Even when mutual authentication is not required, or you have not chosen the JKS option
described in the previous section, you must provide a path path and password to a dummy or
default JKS file below.
4 Click Save.
You may use the same certificate(s) for each Integration Service in a multiple Integration Service
deployment, or you can generate different ones for each.
The *.jks files *.pem files in the following procedures are copied to the location of the keystore
(typically, “%IMPACT360SOFTWAREDIR%\conf”). A user may place the keystore anywhere on the
file system.
The following procedures use the file name 'Keystore.jks' as an example, you may name this file whatever
you like.
When creating keystore passwords, choose a strong password, ideally using a combination of
letters and numbers, at least eight characters in length.
Enter the term “mykey” verbatim (that is, it is not meant to be replaced with text representing
your key).
The alias used the represent the CA public key in this step must be the alias used when creating
the CA public key. If the CA public key is already in the trusted certificates for Windows, a
message indicating this will appear. Select Yes to add it into your keystore anyway.
4 Import the CA-signed key into the keystore. In the command prompt, change directories to the
location of the keystore (typically, “E:\Impact360\Software\conf\”), and enter the following
command:
%I360_JAVA_HOME%\bin\keytool.exe –import –trustcacerts –alias mykey –file SIPRIS.pem –
keystore Keystore.jks
The alias must be the same one you used on step 1 (in this example, “mykey”).
a. Open the Windows command prompt, change directories to the location of the keystore tool
(typically, “%IMPACT360SOFTWAREDIR%\conf”) and enter the following:
%I360_JAVA_HOME%\bin\keytool.exe -importkeystore -srckeystore
%IMPACT360SOFTWAREDIR%\Conf\Security\svr_cert_key.p12 -srcstoretype PKCS12 -
destkeystore Keystore.jks
This command will import the encrypted public-private certificate information used to encrypt the
HTTPS traffic to the server into a new keystore to encrypt the SBC traffic. You will be prompted to
create a password for the new keystore and for the password for the encrypted PKCS12 container
with the HTTPS certificates. Take note of the alias of the imported certificate.
2 Change the private certificate alias:
a. Open the Windows command prompt, change directories to the location of the keystore tool
(typically, “%IMPACT360SOFTWAREDIR%\conf”) and enter the following:
C:\Impact360\Software\Conf>%I360_JAVA_HOME%\bin\keytool.exe -changealias –alias <noted
alias from 1> -destalias mykey -keystore Keystore.jks
This command will change the alias entry for the imported certificates to the standard ‘mykey’
format used in this guide.
• the CA public certificate from Step 3 of "Create new keys using a Certificate Authority (CA)-signed
certificate."
or
• the specific CA-signed public certificate of the Recorder in Step 4 of "Create new keys using a
Certificate Authority (CA)-signed certificate."
If the previously imported public certificate is not available, export the signed certificate and provide it
for import to the the SBC.
Example:
%I360_JAVA_HOME%\bin\keytool.exe -exportcert -alias mykey -keystore Keystore.jks -rfc
-file exportedcertificateforthe SBC.pem
Please review the the SBC documentation for more information on how to trust the Recorder certificate.
The following procedures use the file name 'SIPKeystore.jks' as an example, but you may name
this file whatever you like.
Enter the term “mykey” verbatim (that is, it is not meant to be replaced with text
representing your key).
b. Enter the keystore password (the password will not be obscured).
Choose a strong password, ideally using a combination of letters and numbers, at least eight
characters in length.
c. Answer questions when prompted, in order to generate a distinguished name. When asked for the
first and last name that will be used as the common name (CN) within the distinguished name, it is
recommended that your entry not contain any spaces, as this will cause problems with some
third-party providers.
d. Verify that the information in the distinguished name is correct when prompted. Make a note of
the CN for use in the following procedures.
e. Do not enter a new password for the generated key. The password must be the same as the
keystore.
2 Create a self-signed public certificate for the Integration Service.
a. In the Command Prompt, change directories to the location of the keystore tool (typically,
“E:\Impact360\Software\conf\”), and enter the following:
E:\Impact360\Software\JDK\jre\bin\keytool.exe -exportcert -file
SIPKeystore.pem -keystore SIPKeystore.jks
b. Enter the keystore password when prompted.
3 A message indicating the location in which file the is stored will appear. It is normally in the local
directory. Make a note of this for use in the following procedures.
Enter the term “mykey” verbatim (that is, it is not meant to be replaced with text
representing your key).
b. Enter the keystore password (the password will not be obscured).
Choose a strong password, ideally using a combination of letters and numbers, at least eight
characters in length.
c. Answer questions when prompted, in order to generate a distinguished name. When asked for the
first and last name that will be used as the common name (CN) within the distinguished name, it is
recommended that your entry not contain any spaces, as this will cause problems with some
third-party providers.
d. Verify that the information in the distinguished name is correct when prompted. Make a note of
the CN for use in the following procedures.
e. Do not enter a new password for the generated key. The password must be the same as the
keystore.
2 Create a certificate authority (CA)-signed public certificate for the Integration Service.
a. Export your certificate signing request for the CA to sign. In the command prompt, change
directories to the location of the keystore (typically, “E:\Impact360\Software\conf\”), and
enter the following:
E:\Impact360\Software\JDK\jre\bin\keytool.exe -certreq -alias
mykey -file SIPRIS.csr -keystore SIPkeystore.jks
The alias must be the same one you used on step 1 (in this example, “mykey”). This command
creates a Certificate Signing Request (CSR) file. This is the file you will send to be signed.
The CA should sign the certificate using the same template used on CUCM. The CA will provide
back a signed private key PEM file (SIPRIS.pem in this example) and the CA signed public key PEM
file (VMS-PROD.pem in this example).
The alias must be the same one you used on step 1 (in this example, “mykey”).
The alias used the represent the CA public key in this step must be the alias used when creating
the CA public key. The CA public key is already in the trusted certificates for Windows and a
message indicating this will appear. Select Yes to add it into your keystore anyway (as in the
image below).
www.verint.com
The contents of this material are confidential and proprietary to Verint Systems Inc.
and may not be reproduced, published, or disclosed to others without express
authorization of Verint Systems Inc.