Call Recordings Remote Storage
Posted by Michael Iglesias, Last modified by Michael Iglesias on 11 July 2023 05:40 PM
There are use cases where a customer may need to store their Hosted PBX call recordings for longer than the service currently offers.

For example financial firms that would like like to retain recordings for several plus years.

To help with this request we now support automatic exporting and archiving of call recoding's to Amazon's popular S3 bucket service.

Storage Types

Consult with the specific vendors for any fees

AWS S3 Standard Amazon's Standard class of its S3 remote storage option.

General Overview

1. Please open a ticket with our support team requesting to setup Call Recording Exports.

2. Your account manager will then send you a Call Recording Export Waiver. 

3. Once you sign and complete the waiver our support team can proceed with the request.

4. Setup of AWS S3, please review our KB for instructions located here: AWS S3 Setup For Call Recordings Remote Storage.

5. Enable remote storage within the PBX Dashboard.

Important Notes
  1. When enabling a remote storage location in the PBX Dashboard the system validates the connection and permissions before it saves the configuration.
  2. When adding a new configuration, the "Add" button will remain greyed out / unable to click until all of the necessary fields have been filled out (including the "enable" toggle). 
  3. Only one remote storage location can be enabled per Archive Level and matching resource. You can have multiple configurations added, but only the "enabled" one will be used for new remote archive requests. The disabled ones will only be available for playback of previously archived recordings.
  4. An admin email account is required when adding a configuration. This is used if the remote requests stops functioning. After a few attempts, an email will be sent to the contact to assist with correction to make sure that the local server is not used unexpectedly for too long. To reset after a change, simply edit the configuration and save it preforming a new validation and the queue will resume in the new cycle if the errors are corrected.

Add Remote Storage Configuration

1. Navigate to the Call History tab and click on the Recording Storage Settings button.

2. Click on the Add Remote Storage button.

3. The Add Remote Recording Storage modal will pop up, enter a Name, set the Enable toggle to YES, and under Storage Type select  AWS S3 Standard.


4. After selection AWS S3 Standard, you will now see the fields required for this storage type. Select the Region from the available drop-down list, Type in your Bucket name, Access Key, Secret, and Email Contacts (for the purpose of notification with regards to this feature).  Next, click on Add.


5.  As shown below, the system will test the configuration details by performing the following; it will authenticate the remote side, upload a small .wav file, read it back, and then remove it to test all access requirements for this feature to perform correctly. This process should take no more than 30 seconds.

5. If successful, the prompt will look similar to this: "Test passed! Storage settings saved." Click to close the modal. 

6. Now the new configuration will be listed in the table on the Remote Recording Session page. Each row in this table displays its current configuration as well as its current storage size and archive recording count. The count should start to increment once the configuration is activated and it has calls to archive. 

Edit Remote Storage Configuration

1. After remote storage has been configured, the table in the Remote Recording Session screen has editing options available to the right of every configuration.  

Editing and deleting a configuration is only available when there are no archived recordings linked to it.  That configuration is needed to playback any recordings sent there as otherwise they would be unlinked and unavailable to play. 

There is also a "Test" button (magnifying glass icon) which can be used to re-validate any settings, using the same validation process as when adding a new configuration. 

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