Welcome to May! I'm back for more posts in the “20 Tasks” series. Today I'm talking about Archiving Server.

Archiving isn't a required server when you do a new Lync install. It is however very useful–one of the things I liked the most in OCS 2007 was the IM archive/Conversation History. Archiving Server in Lync builds on that (although the log retrieval process seems to aggravate some people). It can save your bacon if there's a legal issue, or a project is missing some information.

Today's post will talk about Archiving from the viewpoint of adding it to an existing Lync setup. You can use these to install Archiving during a new install too (at least to some degree).

Either way, it's something every Lync Administrator should know.

Add an Archiving Server to Lync Server 2010

Note: Read these all the way through before starting. You may want to create a database and file share before starting.

Step 1: Add the Archiving Server to Lync Topology

1. Start Topology Builder from the Microsoft Lync Server 2010 menu.
2. Right-click Archiving Servers in the console tree at left.
3. Click New Archiving Server.
4. Enter the FQDN for the Archiving Server you want to add in the FDQN field.
5. Will you use an existing SQL or define a new one? Select the right option under Define the SQL Store:
  • Click Use a Previously Defined SQL Store if you want to do that. The click the name you want to use in the drop-down list.
  • To specify a new SQL store, click Define a New SQL Store. Then:
     a. Specify the FQDN of the SQL Server you want to create the new store on under SQL Server FQDN.
     b. Under SQL Instance, either click Default Instance for the default, or click Named Instance to specify the instance you want.
6. In the Define File Store dialog box, choose whether to use an existing file share or make a new one.
  • To use an existing file share, click Use a Previously Defined File Share. Then select its name in the drop-down list.
  • For a new file share, click Define a New File Share. Then:
     a. Specify the FQDN of the file server under File Server FQDN.
     b. Type a name for the new file share.
(You can define a file share before creating one. BUT, create it before the topology's published.)
7. Next we're in the “Associate Front End Pools” box. Select the checkboxes under Unassigned Pools for the pools you want the Archiving Server to work with.
8. Once you're done with the wizard, check Topology Builder again. Make sure the new server's listed under “Archiving Servers”.

Step 2: Publish the New Topology

1. If you aren't already, log onto the main Lync Server. Make sure your login is a member of both the Domain Admins and RTCUniversalServerAdmins groups. You'll also need full permissions on the file store we defined before.
2. Start Topology Builder (if it isn't up already).
3. Right-click Lync Server 2010.
4. Click Publish Topology.
5. Click Next on the Publish the Topology page.
6. Verify that you've got the right database on the Create Other Databases page. Then click Next.
7. The Publishing Wizard Complete page should come up & verify that the topology's been published. Click Finish.

Step 3: Install the New Archiving Server

1. Switch to the server you'll install Archiving Server on. Log on with an account that's a member of the Administrators and RTCUniversalServerAdmins groups. You'll also need permissions for the SQL instance we defined earlier.
2. Put in the Lync Server install disc. Start the Lync Deployment wizard.
3. Now the usual Lync Server install steps:
  a. Specify install location
  b. Accept the license agreement
  c. Click Install or Update Lync Server System on the Welcome page
4. Once that's done you”ll arrive at Step 1: Install Local Configuration Store.
5. Click Run.
6. Click Retrieve Directly from the Central Management Store on the Configure Local Replica of Central Management Store page.
7. On to Step 2: Setup or Remove Lync Server Components. Click Run.
8. You can skip Step 3: Request,Install or Assign Certificates. Archiving doesn't have a cert requirement.
9. Click Run in Step 4: Start Services.
10. Click Exit.
11. Click Finish when the install's done.

Step 4: Configure the Archiving Server

Voila! New Archiving Server.

However the work isn't done. Not by a longshot – Archiving needs configuration. More than many other servers,in fact.

I could easily triple the size of this post with Archiving configuration options. But I don't have to!

John Policelli did a thorough job of that on his How to Configure Lync Server 2010 Archiving and View Archived IM Content post last month. Look under “Configuring Archiving” for everything you need.

Now, let me ask you this. What should be the subject of my next “20 Tasks” post?
Administer Group Chat?
Use the Logging Tool to Troubleshoot?

Your call. Vote via comment or email. Either way, see you next week!

Add an Archiving Server: 20 Tasks Every Lync Administrator Must Know

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