Configure the Compliance service for Persistent Chat Server in Skype for Business Server 2015

Summary: Learn how to configure the Persistent Chat Server Compliance service in Skype for Business Server 2015.

Persistent Chat compliance lets administrators maintain an archive of Persistent Chat messages as well as activities. The Compliance service records and archives data related to each Persistent Chat Server conversation, including when a participant:

  • Joins a Persistent Chat room

  • Leaves a chat room

  • Posts a message

  • Views chat history

  • Uploads a file

  • Downloads a file

This information can be retrieved from the Compliance SQL database as needed.

Configure the Compliance service by using Windows PowerShell

After the Compliance service has been enabled by using the Topology Builder, you can configure the service by using the Set-CsPersistenChatComplianceConfiguration cmdlet:

Set-CsPersistentChatComplianceConfiguration [-Identity <XdsIdentity>] <COMMON PARAMETERS>

or

Set-CsPersistentChatComplianceConfiguration [-Instance <PSObject>] <COMMON PARAMETERS>

You can set the following parameters:

  • AdapterType - Lets you specify the adapter type. An adapter is a third-party product that converts the data in the compliance database to a specific format. XML is the default.

  • OneChatRoomPerOutputFile - This parameter lets you specify that separate reports to be created for each chat room.

  • AddChatRoomDetails - When enabled, this parameter records additional details about each chat room in the database. Because this setting can greatly increase the size of the database, it is disabled by default.

  • AddUserDetails - When enabled, this parameter records additional details about each chat room user in the database. Because this setting can greatly increase the size of the database, it is disabled by default.

  • Identity - This parameter allows compliance settings to be scoped for a particular collection, including the global, site, and service levels. The default is the global level.

  • RunInterval - This parameter dictates the amount of time before the server creates the next compliance output file (the default is 15 minutes).

Use a customized compliance adapter

You can write a custom adapter instead of using the XmlAdapter that is installed with Persistent Chat Server. To accomplish this, you must provide a .NET Framework assembly that contains a public class that implements the IComplianceAdapter interface. You must place this assembly in the Persistent Chat Server installation folder of each server in your Persistent Chat Server pool. Any one of the Compliance servers can provide compliance data to your adapter, but the compliance servers will not provide duplicate compliance data to multiple instances of your adapter.

The interface is defined in the Compliance.dll assembly in the namespace Microsoft.Rtc.Internal.Chat.Server.Compliance. The interface defines two methods that your custom adapter must implement.

The Persistent Chat Compliance server will call the following method when the adapter first loads. The AdapterConfig contains the Persistent Chat compliance configuration that is relevant to the compliance adapter:

void SetConfig(AdapterConfig config)

The Persistent Chat Compliance server calls the following method at periodic intervals as long as there is new data to translate. This time interval is equal to the RunInterval as set in the Persistent Chat Compliance configuration:

void Translate(ConversationCollection conversations)

The ConversationCollection contains the conversation information that was collected from the last time this method was called.

Customize the XSLT definition file

The compliance data is delivered as XML, which you can transform into the format that best fits your organization, by using an XSLT definition file. This topic describes the XML file that the Compliance service creates. It also provides samples of XSLT definition and output files.

Output format

The Compliance service output is categorized by conversation (the Conversation element) and then by message (the Messages element), as shown in the following code sample:

<?xml version="1.0" encoding="utf-8" ?> 
<Conversations xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <Conversation>
    <Channel uri="ma-chan://litwareinc.com/300" name="ma-chan://litwareinc.com/300" islogged="" /> 
    <!--FirstMessage goes here --!>
    <Messages> 
      <!—Messages go here--!>
    </Messages>
    <StartTimeUTC since1970="1212610540953" string="2008-06-04T20:15:40.9535482Z" long="633482073409535482" /> 
    <EndTimeUTC since1970="1212610602532" string="2008-06-04T20:16:42.5324614Z" long="633482074025324614" /> 
  </Conversation>
</Conversations>

A Conversation element contains four elements (Channel, FirstMessage, StartTimeUTC, and EndTimeUTC). The Channel element contains the Uniform Resource Identifier (URI) of the chat room, and the FirstMessage element describes the first message in the Messages element. The StartTimeUTC and EndTimeUTC elements provide the start and end times for the conversation, as shown in the following code sample:

<<FirstMessage type="JOIN" content="" id="0">
      <Sender UserName="TestUser kazuto" id="10" email="kazuto@litwareinc.com" internal="true" uri="kazuto@litwareinc.com" /> 
      <DateTimeUTC since1970="1212610540953" string="2008-06-04T20:15:40.9535482Z" long="633482073409535482" /> 
</FirstMessage>

A Message element contains two elements (Sender and DateTimeUTC) and three attributes (Type, Content, and ID). The Sender element represents the user who sends the message, and the DateTimeUTC element represents when an event occurs, as shown in the following code sample:

<Message type="JOIN" content="" id="0">
  <Sender UserName="TestUser kazuto" id="10" email="kazuto@litwareinc.com" internal="true" uri="kazuto@litwareinc.com" /> 
  <DateTimeUTC since1970="1206211842612" string="2008-03-22T18:50:42.6127374Z" long="633418086426127374" /> 
</Message>

The following table describes the message attributes Type, Content, and ID.

Messages Element Attributes

Attribute Description Optional/Required
Type
Specifies the message type. The message types are described in the Message Elements Message Types table.
Required
Content
Contains the content of the message. Messages with a Type of Join or Part do not use this attribute.
Optional
ID
Specifies the unique ID of the content. This attribute is used only with messages with a Type of Chat.
Optional

Each Sender element contains five attributes: the user name, ID, email, internal, and URI. These attributes are described in the following table.

Sender Element Attributes

Attribute Description Optional/Required
Username
The name of the sender.
Optional
ID
The sender's unique ID.
Required
Email
The sender's email address.
Optional
Internal
Determines whether the user is an internal user or a federated user. If the value is set to true, the user is internal.
Optional
Uri
The user's SIP URI.
Required

The following examples show the message types that the Messages element can contain. It also provides examples of how each element is used.

Join - A user joins a chat room.

<Message type="JOIN" content="" id="0">
  <Sender UserName="TestUser kazuto" id="10" email="kazuto@litwareinc.com" internal="true" uri="kazuto@litwareinc.com" /> 
  <DateTimeUTC since1970="1206211842612" string="2008-03-22T18:50:42.6127374Z" long="633418086426127374" /> 
</Message

Part - A user leaves a chat room.

<Message type="PART" content="" id="0">
  < Sender UserName="TestUser kazuto" id="10" email="kazuto@litwareinc.com" internal="true" uri="kazuto@litwareinc.com" /> 
  <DateTimeUTC since1970="1212610602532" string="2008-06-04T20:16:42.5324614Z" long="633482074025324614" /> 
</Message>

Chat - The sender's email address.

<Message type="CHAT" content="hello" id="1">
  <Sender UserName="TestUser kazuto" id="10" email="kazuto@litwareinc.com" internal="true" uri="kazuto@litwareinc.com" /> 
  <DateTimeUTC since1970="1205351800522" string="2008-03-12T19:56:40.522264Z" long="633409486005222640" /> 
</Message>

Backchat - A user requests content from chat history.

<Message type="BACKCHAT" content="backchatcontent" id="0">
  <Sender UserName="TestUser kazuto" id="10" email="kazuto@litwareinc.com" internal="true" uri="kazuto@litwareinc.com" /> 
  <DateTimeUTC since1970="1206034385284" string="2008-03-20T17:33:05.2841594Z" long="633416311852841594" /> 
</Message>

File upload - A user uploads a file.

<Message type="FILEUPLOAD" content="0988239a-bb66-4616-90a4-b07771a2097c.txt" id="0">
  <Sender UserName="TestUser kazuto" id="10" email="kazuto@litwareinc.com" internal="true" uri="kazuto@litwareinc.com" /> 
  <DateTimeUTC since1970="1205351828975" string="2008-03-12T19:57:08.9755711Z" long="633409486289755711" /> 
</Message>

File download - A user downloads a file.

<Message type="FILEDOWNLOAD" content="006074ca-24f0-4b35-8bd8-98006a2d1aa8.txt" id="0">
  <Sender UserName="kazuto@litwareinc.com" id="10" email="" internal="true" uri="kazuto@litwareinc.com" /> 
  <DateTimeUTC since1970="1212611141851" string="2008-06-04T20:25:41.8518646Z" long="633482079418518646" /> 
</Message>

Default Persistent Chat Output XSD and Example XSL Transform

The following code sample contains the default output from the Compliance Server:

<?xml version="1.0" encoding="utf-8"?>
<xs:schema id="Conversations" xmlns="" xmlns:xs="http://www.w3.org/2001/XMLSchema" xmlns:msdata="urn:schemas-microsoft-com:xml-msdata">
   <xs:simpleType name="ComplianceMessageType">
      <xs:restriction base="xs:string">
        <xs:enumeration value="JOIN"/>
        <xs:enumeration value="PART"/>
        <xs:enumeration value="CHAT"/>
        <xs:enumeration value="BACKCHAT"/>
        <xs:enumeration value="FILEUPLOAD"/>
        <xs:enumeration value="FILEDOWNLOAD"/>
      </xs:restriction>
    </xs:simpleType>

  <xs:element name="Sender">
    <xs:complexType>
      <xs:attribute name="UserName" type="xs:string" />
      <xs:attribute name="id" type="xs:int" />
      <xs:attribute name="email" type="xs:string" use="optional" />
      <xs:attribute name="internal" type="xs:boolean" use="optional" >
        <xs:annotation><xs:documentation>If the user is internal or federated</xs:documentation></xs:annotation>
      </xs:attribute>
      <xs:attribute name="uri" type="xs:anyURI" use="optional" />
    </xs:complexType>
  </xs:element>
  <xs:element name="DateTimeUTC">
    <xs:complexType>
      <xs:attribute name="since1970" type="xs:long" />
      <xs:attribute name="string" type="xs:string" />
      <xs:attribute name="long" type="xs:long" />
    </xs:complexType>
  </xs:element>
  <xs:element name="Conversations" msdata:IsDataSet="true" msdata:UseCurrentLocale="true">
    <xs:complexType>
      <xs:choice minOccurs="0" maxOccurs="unbounded">
        <xs:element ref="Sender" />
        <xs:element ref="DateTimeUTC" />
        <xs:element name="Conversation">
          <xs:complexType>
            <xs:sequence>
              <xs:element name="Channel" minOccurs="0" maxOccurs="unbounded">
                <xs:complexType>
                  <xs:attribute name="uri" type="xs:anyURI" />
                  <xs:attribute name="name" type="xs:string" use="optional" />
                </xs:complexType>
              </xs:element>
              <xs:element name="FirstMessage" minOccurs="0" maxOccurs="unbounded">
                <xs:complexType>
                  <xs:sequence>
                    <xs:element ref="Sender" minOccurs="0" maxOccurs="unbounded" />
                    <xs:element ref="DateTimeUTC" minOccurs="0" maxOccurs="unbounded" />
                  </xs:sequence>
                  <xs:attribute name="type" type="ComplianceMessageType" />
                  <xs:attribute name="content" type="xs:string" />
                  <xs:attribute name="id" type="xs:int" />
                </xs:complexType>
              </xs:element>
              <xs:element name="Messages" minOccurs="0" maxOccurs="unbounded">
                <xs:complexType>
                  <xs:sequence>
                    <xs:element name="Message" minOccurs="0" maxOccurs="unbounded">
                      <xs:complexType>
                        <xs:sequence>
                          <xs:element ref="Sender" minOccurs="0" maxOccurs="unbounded" />
                          <xs:element ref="DateTimeUTC" minOccurs="0" maxOccurs="unbounded" />
                        </xs:sequence>
                        <xs:attribute name="type" type="ComplianceMessageType" />
                        <xs:attribute name="content" type="xs:string" />
                        <xs:attribute name="id" type="xs:int" />
                      </xs:complexType>
                    </xs:element>
                  </xs:sequence>
                </xs:complexType>
              </xs:element>
              <xs:element name="StartTimeUTC" minOccurs="0" maxOccurs="unbounded">
                <xs:complexType>
                  <xs:attribute name="since1970" type="xs:long" />
                  <xs:attribute name="string" type="xs:string" />
                  <xs:attribute name="long" type="xs:long" />
                </xs:complexType>
              </xs:element>
              <xs:element name="EndTimeUTC" minOccurs="0" maxOccurs="unbounded">
                <xs:complexType>
                  <xs:attribute name="since1970" type="xs:long" />
                  <xs:attribute name="string" type="xs:string" />
                  <xs:attribute name="long" type="xs:long" />
                </xs:complexType>
              </xs:element>
            </xs:sequence>
          </xs:complexType>
        </xs:element>
      </xs:choice>
    </xs:complexType>
  </xs:element>
</xs:schema>

The following code sample contains a sample XSL transform:

<xsl:stylesheet version="1.0" xmlns:xsl="http://www.w3.org/1999/XSL/Transform" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xs="http://www.w3.org/2001/XMLSchema" exclude-result-prefixes="xs">
   <xsl:output method="xml" encoding="UTF-8" indent="yes" />

   <xsl:template match="/">
      <FileDump>
         <xsl:apply-templates />
      </FileDump>
   </xsl:template>

   <xsl:template match="Conversation">
      <xsl:variable name="chanName" select="Channel/@name" />
      <Conversation Perspective="{$chanName}_group_channel">
         <RoomID><xsl:value-of select="Channel/@name" /></RoomID>
         <StartTimeUTC><xsl:value-of select="StartTimeUTC/@since1970" /></StartTimeUTC>
         <xsl:apply-templates />
         <EndTimeUTC><xsl:value-of select="EndTimeUTC/@since1970" /></EndTimeUTC>
      </Conversation>
   </xsl:template>

   <xsl:template match="Message">
      <xsl:choose>
         <xsl:when test="@type='JOIN'">
            <ParticipantEntered>
               <xsl:call-template name="DateTimeAndLogin" />
               <InternalFlag><xsl:value-of select="Sender/@internal" /></InternalFlag>
               <ConversationID><xsl:value-of select="../../Channel/@name" /></ConversationID>
               <CorporateEmailID><xsl:value-of select="Sender/@email" /></CorporateEmailID>
            </ParticipantEntered>
         </xsl:when>

         <xsl:when test="@type='PART'">
            <ParticipantLeft>
               <xsl:call-template name="DateTimeAndLogin" />
               <InternalFlag><xsl:value-of select="Sender/@internal" /></InternalFlag>
               <ConversationID><xsl:value-of select="../../Channel/@name" /></ConversationID>
               <CorporateEmailID><xsl:value-of select="Sender/@email" /></CorporateEmailID>
            </ParticipantLeft>
         </xsl:when>

         <xsl:when test="@type='FILEUPLOAD' or @type='FILEDOWNLOAD'">
            <FileTransferStarted>
               <xsl:call-template name="DateTimeAndLogin" />
               <FileName><xsl:value-of select="@content" /></FileName>
            </FileTransferStarted>
            <FileTransferEnded>
               <xsl:call-template name="DateTimeAndLogin" />
               <FileName><xsl:value-of select="@content" /></FileName>
               <Status>Completed</Status>
            </FileTransferEnded>
         </xsl:when>

         <xsl:when test="@type='CHAT' or @type='BACKCHAT'">
            <Message>
               <xsl:call-template name="DateTimeAndLogin" />
               <Content><xsl:value-of select="@content" /></Content>
            </Message>
         </xsl:when>

         <xsl:otherwise />
      </xsl:choose>
   </xsl:template>

   <xsl:template name="DateTimeAndLogin">
      <LoginName><xsl:value-of select="Sender/@userName" /></LoginName>
      <DateTimeUTC><xsl:value-of select="DateTimeUTC/@since1970" /></DateTimeUTC>
   </xsl:template>
</xsl:stylesheet>