Configure storage profiles for QM and Analytics

On the Storage Profiles page, you can choose which storage location Calabrio ONE uses to store a team’s audio and screen recordings and Analytics data, based on the age of the recording and data files. This lets you keep older recordings and Analytics data that you do not need to access immediately in long-term, lower-cost storage locations while keeping newer recordings and data in storage locations that cost more but allow immediate or instant access.

Also, you can associate a compression rate for audio recordings with each storage location. This lets you lower your storage costs by converting audio recordings into higher-compression file types when they are moved into longer-term storage locations.

Understanding storage profiles

A storage profile is assigned to a team either by default or manually, and the policies in that storage profile determine where the recordings and Analytics data associated with that team’s users are stored.

You can select one storage profile as the default. The default storage profile is automatically assigned to all teams that have not had a storage profile manually assigned to them. If you change the default storage profile, the storage profile of all teams that have been assigned to a default storage profile also changes. Teams that have been manually assigned to a storage profile are not affected by the changing of the default storage profile.

Calabrio ONE can have up to two preconfigured storage profiles: Default Storage Profile and WAV Storage Profile.

For more information about how to manually assign a storage profile to a team, see Manage teams for QM and Analytics.

Understanding storage policies

A storage profile is made up of one or more policies. A policy controls the following:

  • The storage location where the audio recordings, screen recordings, and Analytics data associated with a storage profile are kept
  • How long the recording and data are kept in the storage location
  • The compression rate of the audio recordings that are associated with a storage profile

Policies are evaluated, in order, from top to bottom. This order determines where Calabrio ONE moves the recordings and Analytics data after the recordings and Analytics data have been kept in a storage location for the configured length of time. If you select different Media Quality compression rates for a storage profile’s policies, audio recordings are converted when they change storage locations.

A profile’s default policy is always the policy at the bottom of the page. You can change the storage location and media quality of the default policy, but you cannot remove it, and you cannot edit its Audio, Screen, or Analytics fields.

Each policy contains the following fields.

Creating a new storage profile

The order that you add policies to a storage profile determines their order on the page. The default policy is always below all other policies. When you add a new policy, Calabrio ONE inserts it above the default policy and below any policies that you have added already. You cannot reorder policies after you add them.

To create a new storage profile:

  1. Select Create a new storage profile.
  2. In Name, enter a unique name for this storage profile.
  3. (Optional) If you want this storage profile to be automatically assigned to all teams that do not have a storage profile manually assigned, select Default.

    NOTE   Only one storage profile can be the default. When you make a storage profile the default, it replaces the current default storage profile.

  4. Configure the default policy.
  5. (Optional) Click Add storage policy for each policy that you want to add, and then configure the policies.

    NOTE   To create a policy that moves files without changing the file format, select No change (move only) from the Media Quality drop-down list. If you are working with the default storage profile, this option is not available for the top policy on the page. (This is because the top policy is the default, and the default policy needs to control storage, not movement.) For more information about how to configure policies based on their order, see Understanding storage policies.

  6. Click Save.

Editing an existing storage profile

You can edit the storage policies in an existing storage profile, but you cannot reorder them.

To edit an existing storage profile:

  1. Select Edit an existing storage profile.
  2. Select the storage profile that you want to edit.
  3. (Optional) If you want to change the name of the storage profile, edit the Name field.
  4. (Optional) If you want this storage profile to be automatically assigned to all teams that do not have a storage profile manually assigned, select Default.

    NOTE   You cannot manually clear the Default check box on the current default storage profile. To change the default storage profile, select the Default check box on the storage profile that you want to make the default.

  5. (Optional) Edit the policies that you want to change.

    NOTE   Editing an existing storage policy can cause Calabrio ONE to move or convert large numbers of audio recording, screen recording, and Analytics data files. For more information about how editing an existing storage policy can impact the files associated with a storage profile, see Understanding storage policies.

  6. Click Save.

To move files without changing the file format:

  1. Select Edit an existing storage profile.
  2. Select the storage profile from the Choose Profile drop-down list.
  3. Select the files’ destination from the Storage Location drop-down list.
  4. Select No change (move only) from the Media Quality drop-down list.

    NOTE   If you are working with the default storage profile, this option is not available for the top policy on the page. If necessary, click + Add Storage Policy to add an additional storage policy that allows you to move files.

  5. Click Save.