Manage Communication Policies

Adding a new Communication policy

To add new communication policies navigate to the Communication Policies in the Verba web interface Policies > Communication Policies.

On the top right corner of the page click on Add New Communication Policy as shown on the image below:

add_comm_policy.png

Defining a Communication Policy

The Communication Policy screen consists of multiple panels:

1 Communication Policy
2 Validity
3 Participants
4 Chaperones
5 Presence Policies
6 Session Policies
7 Content Policies
8 Notifications
9 Disclaimers

Communication Policy

Enabled - If set, then the policy is active, it will be evaluated by the engine
Sequence - The policies will be evaluated one by one based on the sequence number assigned to them. The evaluation starts with the lowest sequence number and goes in ascending order.
Name - You can set any name, only visible for policy administrators
Description - Short description for the administrators to know what the policy does

Validity

You can specify when the policy should be evaluated and when it is not.
You can leave this block empty - and all days of the week checked - in that case, the policy will always be evaluated by the engine. (This is the default setting)

Time Zone - Your time zone (Needs to be set, because the Verba servers may reside in another time zone, based on your system topology)
Valid From-Until - You can set the exact dates, or you can click on Never expires
Time of Day - You can set when it should be active every day
Days of Week - The policy will be active on these days every week

comm_policy_validity.png

Participants

You can define Participant A and B here.

Users - To select Users start typing their name, and a drop-down list will appear with the available options.
Groups - To include Groups, move them from the left pane (all groups in the system) to the right pane (selected groups) with the >> button. To delete the selection, use the << button.
Addresses - You can define any Phone number or SIP URI here, even if it is not present in the Verba system (Outside phone numbers, calls coming from the PSTN network, for instance)
Domains - Ability to set a specific domain (For example in the case of federated calls you want to block calls to the microsoft.com domain)
Regex - Standard Regular Expressions

Chaperones

Under Chaperones, you can define Users and Groups whose presence in conferences enables all communication, even those that would otherwise be blocked by this policy.
You can select Users and Groups the same way as in the case of Participants.

In the table below, the different modalities are shown per communication system and what modality can the chaperones feature be utilized with.

Cisco	Action allowed if Chaperone is present	Session terminated if Chaperone leaves

Cisco	Action allowed if Chaperone is present	Session terminated if Chaperone leaves
voice	No	No
video	No	No
IM	Yes	Yes
file transfer*	Not Applicable	Not Applicable
screen share	Yes	No

*The file transfer operation is not available in Cisco Jabber conferences.

SfB/Lync	Action allowed if Chaperone is present	Session terminated if Chaperone leaves

SfB/Lync	Action allowed if Chaperone is present	Session terminated if Chaperone leaves
voice	Yes	Yes
video	Yes	Yes
IM	Yes	Yes
file transfer	No	No
screen share	Yes	Yes
content share	Yes	Yes

chaperones.png

Presence Policies

Read more in the Presence Policies article.

Session Policies

Read more in the Session Policies article.

Content Policies

Read more in the Content Policies article.

Notifications

As you can see in the Session Policies section, you can define for each modality if you want to send notifications when the given communication takes place.
Under the Notifications tab, you can set in what way notifications should be sent and to whom. If both IM and email notification are selected, then the email modality will only be used if an IM cannot be sent.