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How to use the CallCabinet for Microsoft Teams Installer

 

Overview

This document describes what will happen in the background when you run the CallCabinet for Microsoft Teams Installer. This document explains what is created in your organization’s Azure Tenant and how that affects your environment.

*Important* 

Please make sure that only a person with full administrator access to your organization’s Azure Tenant and Active Directory runs this tool. Should your administrator encounter any issues while running the installer, please refer to this troubleshooting article.

The following video will guide you step-by-step through the installation process, while the notes below will give you a detailed breakdown of the steps to follow.

 

Step 1 – Validation of required modules

For security reasons, the tool will validate and install (if missing) any of the following required PowerShell modules on your organization’s environment where the installer is executed. These modules enable CallCabinet to automate the CallCabinet for Microsoft Teams Installer’s installation process.

These modules are:

  • Nuget Provider
  • Az.Accounts
  • AzureAd
  • Microsoft Teams

Step 2 – Login to your organization’s Azure Account

2.1) Your organization’s administrator logs into your organization’s Azure Tenant using an administrator account. The installer will then automatically fetch all the subscriptions associated with the Azure Tenant that is logged in.

2.2) Your organization’s administrator then needs to select the appropriate License, Azure Subscription, Azure Region and CallCabinet site to continue.

Step 3 – Create and register CallCabinetBot for Microsoft Teams

The installer will now do the following automated tasks on your organization’s Azure Tenant:

  1. Create a new Resource Group “CallCabinetBot” in your Azure Tenant.
  2. Create and configure a new Azure Bot in the CallCabinetBot Resource Group.
  3. Configure Microsoft Teams Channel for the new Bot.
  4. Create and Configure Azure Recording Application in your Azure Tenant.
  5. Set API Permissions for Recording Application.
  6. Register your new Azure Bot with the CallCabinet Teams Recording service.
  7. Create new Microsoft Teams Recording Policy in your Microsoft Teams instance.
  8. Create new Recording Group in your Azure Active Directory.

Any exceptions (errors) during this process will be displayed in the output box of the installer. Should a severe exception occur, your organization’s administrator may be forced to close the application and contact CallCabinet support for assistance. Should there be no or less severe exceptions, your administrator will be able to continue with the process.

Additionally, a Slack message is posted to CallCabinet with the status of the installation and a new CallCabinet Zendesk ticket created with instructions to complete the CallCabinet Teams Recording service configuration for your organization.

 

4.1) At this point, the installer will request to confirm consent for the required permissions in your organization’s Azure Tenant.

4.2) The required permissions will be displayed and your organization’s administrator will need to give consent. The required permissions are:

  • Read all call records
  • Access media streams in a call as an app
  • Initiate outgoing 1 to 1 calls from the app
  • Initiate outgoing group calls from the app
  • Join group calls and meetings as an app
  • Join group calls and meetings as a guest
  • Read online meeting details
  • Read and create online meetings
  • Read all users’ full profiles
  • Sign in and read user profile

Upon clicking ‘Accept’ your administrator will be redirected to a CallCabinet web page that will acknowledge consent, before returning to the installer.

Your organization’s administrator will see the CallCabinet web page that acknowledges consent provided. This page can then be closed to return to the installer.

Step 6 – Login to Microsoft Teams

Your organization’s administrator will need to login to your Microsoft Teams instance using an administrator account. The CallCabinet for Microsoft Teams Installer will then automate the following tasks in your organization’s Microsoft Teams instance and Azure Active Directory:

  • Create Application Instance
  • Create Compliance Recording Policy
  • Create Compliance Recording Application
  • Set Compliance Recording Policy
  • Set Compliance Recording Application
  • Create Azure AD Group
  • Assigning Group Policy to AD Group

 

Step 7 – Activation of CallCabinet functionality

Upon successful completion of Steps 1 to 6 above, the installer will automatically create a CallCabinet Support Ticket for activation of the recording functionality. CallCabinet will then activate your organization’s recording functionality and confirm back to your organization’s administrator by replying to the same CallCabinet Support Ticket.

Should your organization’s want to continue finalizing your organization’s setup at this point, they are free to continue with the next step while waiting for the activation process described above.

 

Step 8 – Setting up users to be recorded

This is the final part of the process. Your organization’s administrator will now need to specify which members (users) of your organization will be recorded by CallCabinet. Please refer to this article on how to do this.

Once you’ve set up all the users, your organization is all set to experience the power of CallCabinet. We trust it will bring immense value to your organization.

Should you experience any difficulties, please contact CallCabinet Support.