Smarsh/CallCabinet – How To Setup CallCabinet for Teams Customers with Installer Script

Overview

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

Important
Ensure that only a person with full administrator access to your organization’s Azure Tenant and Active Directory runs this tool.
The person running this tool should also have administrator access for Microsoft Teams as Microsoft Teams will require configuring by the bot.

Step 1 - Obtaining the Script

Login to CallCabinet with your CallCabinet admin credentials.
If you have one company registered on this account, you will be redirected to the installation page automatically. However, should you have more than one company registered on this account, please select the company for which the installation is required.

Using the left navigation menu, go to Settings > Site Management.
On the Site Management page, click the Provision button for Microsoft Teams.

This page provides all the instructions you need to successfully install the Teams bot.

Click the Download button, as indicated by 1 in the image above and download the script. Save it in a location that you will remember on your local drive.

Step 2 - Run the Script

Proceed to the location where you saved the script on your local machine. Left-click on the script and select “Run with PowerShell”.

PowerShell opens and the script begins executing.

Initialization

When the script is executed, it will first initialize and load your Customer Configuration. If a customer configuration does not exist, use the default Customer Configuration to set up the initial execution.

Step 1 – Action Selection

Click on the New Installation button to start a new installation using the automation tool.

Step 2 – 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 the script to automate the CallCabinet for Microsoft Teams Installer’s installation process.

These modules are:

Nuget Provider
Az.Accounts
AzureAd
Microsoft Teams

Step 3 - Recorder Hosting

Select whether CallCabinet/Smarsh should host the recording components, or if you would prefer to host the recording components yourself.

Note
Hosting the recording components in your own tenant might incur additional costs.

Step 4 - (Own Tenant) Log to your Organization’s Azure Account

If ‘Own Tenant’ is selected during Step 3 above

Your organization’s administrator logs into your organization’s Azure Tenant using an administrator account. The installer will then automatically fetch all the required resources including Countries, State/Regions, Azure Regions and the Subscriptions associated with the Azure Tenant that is logged in.

Your organization’s administrator then needs to select the appropriate Country, State/Region, Azure Subscriptions, Azure Region, CallCabinet site and provide an Estimated Number of Recorded Users for the initial installation to continue.

You will have the opportunity to change the Azure Resource and MS Teams configuration naming for resources; Resource Group, Add Resource Group Tags, Bot Service, Add Bot Service Tags, Bot Application Registration, Recording Policy, Recording AD Group and Application Instance.

If you do not wish to change the naming of any of these resources, you can use the default naming by clicking the “Confirm” button.

Step 4 - (CallCabinet) Log to your Organization’s Azure Account

If ‘CallCabinet Tenant’ is selected during Step 3 above

Your organization’s administrator logs into your organization’s Azure Tenant using an administrator account.

Your organization’s administrator then needs to select the appropriate Country, State\Region, CallCabinet Site and provide an Estimated Number of Recorded Users for the initial installation to continue.

Step 5 - (Own Tenant) Creating and Register CallCabinet Bot for MS Teams

If ‘Own Tenant’ is selected during Step 3 above

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

Create a new Resource Group “CR&Abot (or CallCabinetbot)” in your Azure Tenant.

Create and configure a new Azure Bot in the CallCabinetbot/CR&Abot Resource Group.

Configure Microsoft Teams Channel for the new Bot.

Create and Configure Azure Recording Application in your Azure Tenant.

Set API Permissions for Recording Application.

Create new Microsoft Teams Recording Policy in your Microsoft Teams instance.

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.

Step 5 - (CallCabinet) Creating and Register CallCabinet Bot for MS Teams

If ‘CallCabinet Tenant’ is selected during Step 3 above

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

Create the relation between your tenant and the MultiTenant Bot and Application hosted in the CallCabinet Tenant.

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

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

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

Step 7 - CallCabinet Acknowledges

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

Step 8 - Resources Confirmation

If ‘CallCabinet Tenant’ is selected during Step 3 above. You will have the opportunity to change the MS Teams configuration naming for resources, Recording Policy, Recording AD Group and Application Instance.

If you do not wish to change the naming of any of these resources, you can use the default naming by clicking the “Confirm” button.

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

Should you have opted to create a Redundancy Bot to your solution, your administrator will be prompted to login to your Microsoft Teams instance using an administrator account a second time. The CallCabinet for Microsoft Teams Installer will then automate the following tasks in your organization’s Microsoft Teams instance and Azure Active Directory:

Create Compliance Recording Application

Set Compliance Recording Policy

Assigning Main Bot Group and Recording Policy to the Redundancy Application Instance

If required, you can override the UPN domain used to create the Application Instance. To do so, please:

Click ‘Override UPN Domain?’ checkbox.

Enter the required domain.

Click the ‘Save’ button.

After saving the process continues normally by logging in to Microsoft Teams.

Step 10 - Activation of CallCabinet Functionality

Upon successful completion of the required steps as explained 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 11 - 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 the following article on how to do this:

Check out: How to Enable Teams Users For Recording