ACR To ACRA Migration: Reference Guide
ACR To ACRA Migration: Reference Guide
Reference Guide
Version 15.2
Issue 1.03
September 2020
Contents
Preface .................................................................................................................................................... 4
Document revision history .................................................................................................................. 4
Planning considerations and limitations .................................................................................................. 5
Version Breakdown ............................................................................................................................. 5
Migration from Net New Installations of ACR 15.1*, 15.1 FP1 and 15.1 FP2 ................................ 5
Migration from Net New Installations of ACR 12.1 ......................................................................... 5
Migration from Net New Installations of ACR 12.0 ......................................................................... 5
Migration from Net New Installations of ACR 11.0, 10.x and earlier .............................................. 5
Limitations ........................................................................................................................................... 5
Other factors for consideration ........................................................................................................... 6
Migration decision flowchart ............................................................................................................... 7
Post migration: supported system configurations for legacy recordings replay...................................... 8
‘WFO Archive’ based replay of legacy recordings .............................................................................. 8
ACR only (without WFO) ................................................................................................................ 8
ACR and WFO................................................................................................................................ 9
Replay Server (CRS or Master) based replay of legacy recordings................................................... 9
ACR only (without WFO) ................................................................................................................ 9
ACR and WFO.............................................................................................................................. 10
No migration...................................................................................................................................... 10
Performance Guidelines........................................................................................................................ 11
WFOLoad – Call List By Day (gz file) creation ............................................................................. 11
WFOLoad – Call Metadata Upload To WFO Contact Database.................................................. 11
WFO Archive of ACR calls ........................................................................................................... 12
Documentation references .................................................................................................................... 13
Appendix A: WFO Reload Utility ........................................................................................................... 14
Overview ........................................................................................................................................... 14
Prerequisites ..................................................................................................................................... 14
Usage................................................................................................................................................ 15
Appendix B: Disabling recording on legacy systems ............................................................................ 16
Appendix C: Decommission a legacy ACR system .............................................................................. 17
Appendix D: Migration matrix ................................................................................................................ 18
Appendix E: Example flow of the gradual migration of a complex topology where a Replay Server is
being retained ....................................................................................................................................... 19
Migration Window 1 .......................................................................................................................... 19
Migration Window 2 .......................................................................................................................... 19
Migration Window 3 .......................................................................................................................... 19
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Preface
Preface
This document is relevant for customers wanting to record all new calls via Avaya Contact Recorder
Advanced (ACRA) recorders whilst preserving the ability to replay legacy recordings recorded on the
Avaya Contact Recorder (ACR) recorders.
Version Breakdown
The current and original install version of the site metadata will affect suitability of migration.
Migration from Net New Installations of ACR 15.1*, 15.1 FP1 and 15.1 FP2
• Fully supported with or without WFO present.
• WFO Load available for ACR only sites, BUT will be subject to limitations below.
* NOTE: 15.1 sites must move to latest 15.1 FP1 patch prior to any migration.
Migration from Net New Installations of ACR 12.1
• Fully supported with or without WFO present.
• WFO Load available for the ACR only sites, BUT will be subject to limitations below.
Migration from Net New Installations of ACR 12.0
• Supported if site had WFO installed from start.
LIMITATION: If a customer has bulk, on demand or meeting recording configured, these
recordings may not be uploaded.
• Not supported for ACR only sites*. A separate ACR infrastructure MUST be maintained, and
all replay/export of legacy recordings will be using the ACR S&R UI from the CRS or other
ACR infrastructure.
*EXCEPTION: Installations that were net new at ACR 12.0, but have subsequently been
upgraded to a later ACR version, CAN be migrated using WFO Load, BUT only for the audio
portion of any calls originating from 12.0. All migrated calls will be subject to limitations below.
Migration from Net New Installations of ACR 11.0, 10.x and earlier
• Not supported. A separate ACR infrastructure MUST be maintained, and all replay/export of
legacy recordings will be using the ACR S&R UI from the CRS or other ACR infrastructure.
Limitations
1. If no WFO infrastructure was in place at the time the calls were originally recorded, then
historical organizational information will not be available. Call metadata upload to WFO uses
information in the call metadata file (XML) and current WFO configuration. If key information
(e.g. agent id and station id) has changed since the calls were recorded, then the uploaded
calls in WFO may be wrongly associated.
Searches based on this information may return inaccurate results.
2. If limitation (1) applies, then in order to Search for and Replay these calls following the
migration, the user will have to select ‘Search Outside Visibility’ under Advanced Search
when submitting the search in WFO Interactions.
3. Secure communication (‘Force HTTPS’ in ACR) is not supported during the WFOLoad part of
the migration process. Call metadata upload to WFO databases is only required for a new
WFO install; so it must be installed as non-secure, and only hardened after the metadata
upload has completed.
4. If the switch that the calls were recorded from originally is not included in the WFO
configuration, the background MDL Load process raises an error and moves over each call
affected WITHOUT uploading it.
To force the calls to be uploaded, set the property wfo.pushlegacyswitchcalls=true.
To re-generate the “<call date>.wfo.gz” files, rerun the WFOLoad.
Is your system
NO ACR only YES
(without WFO)?
Is your current
NO version 12.0 or YES
earlier?
Did you
migrate current YES
system from
NO 11.0 or earlier?
Screen
will be
lost
Migrate/upgrade to
Install WFO 15.2
WFO 15.2
Keep call
media present
location?
NO YES
6. Configure the ACR servers (including the CRS if present) into the WFO system and ensure
that it distributes configuration (see WFO Configuration Guide).
7. Run WFO Reload utility to populate the WFO databases with the recording metadata
contained within the ACR solution (see Appendix A: WFO Reload Utility).
8. Ensure that legacy calls can be replayed from WFO.
9. Decommission the ACR recording infrastructure excluding the replay server (see Appendix
C).
ACR and WFO
For sites where there is an existing WFO infrastructure in place (see Version Breakdown).
1. Upgrade/migrate existing WFO system to 15.2 (see WFO Upgrade Guides).
2. Install ACRA recorders (see WFO Installation Guide) and move all recording capacity to them
(see ACRA Configuration Guide).
3. Disable active recording from ACR infrastructure (see Appendix B: Disabling recording on
legacy systems).
4. Upgrade existing replay server (CRS or Master) to 15.2 plus latest updates.
Note: It is possible to add a new CRS (if one is not present), but this can involve a large
amount of data manipulation, so is not generally recommended. See Important Notes for
specific guidance on upgrading replay server to latest version.
5. Ensure that the replay server database contains the complete set of metadata from the ACR
recorders (see Important notes).
6. Ensure that legacy calls can be replayed from WFO.
7. Decommission the ACR recording infrastructure excluding the replay server (see Appendix C:
Decommission a legacy ACR system).
Important notes:
• For the 'Replay-Server-based replay' strategy to be successful on either of the above
topologies, the replay server must contain database references for all the calls (including
archives) provided by ACR recorders. Additionally, all of the call media must be accessible
from the replay server; this can either be done by archiving the calls (and making the archive
available on the replay server as discussed below) OR by copying the ACR recorder call
buffer(s) to the replay server local calls folder and setting the property crs.checklocal to true.
• If the current CRS does not contain all the system recording information or a CRS is being
added to satisfy the migration process, please follow the steps described in the ‘Introducing a
CRS to an Existing System’ section in the ACR Upgrade Guide.
• Ensure that the Service Archive Requests Locally configuration setting is set to Yes on the
replay server.
• Ensure that all relevant archive jobs are running on the replay server. To do so, edit each
archive job, select Advanced, and check that the replay server serial number is selected
under Run on Server(s) and any necessary credentials are entered.
• To avoid unwanted alarms related to the decommissioned servers in ACR, perform the
following command in psql:
delete from settings where settingkey='flags.clientids';
No migration
ACR infrastructure maintained for search and replay of legacy calls. Call details can be moved to
single replay server to minimize the legacy server footprint. See Version Breakdown.
Performance Guidelines
Before undertaking this migration, it is important that the size of the data and the performance of the
target systems are quantified so that a good estimate of total duration is made.
A series of tests were performed to measure the performance of the processes required to achieve
the migration. These tests were performed in laboratory conditions on a large set of generated calls
stored on both local call buffer and on archive (SMB file share). The test servers (a Central Replay
Server (CRS) and an ACR Master recorder) were running on standard hardware with Linux O/S, the
ACR software version was 15.1 FP2 patch acr-151fp2-0028.
The following figures are from that set of tests and must be treated as guidelines only. Individual
sites will vary considerably due to differing infrastructure, data sizes and data locations.
WFOLoad – Call List By Day (gz file) creation
The first phase of the WFOLoad procedure is the creation of the list of calls per day (gz file). This
procedure is relatively quick as it only queries the local database. This test was performed on the
CRS as recommended.
This test processed between 453 and 501 contacts per second (average 488) which equates to c.1.8
million contacts per hour.
Documentation references
The following documents are referenced in the text
Prerequisites
The following conditions must be satisfied for the WFO reload process to work correctly:
• The ACR must be correctly configured in WFO EM (see ACR Integration to WFO Guide).
• The ACR and WFO must be able to communicate.
• The data source configured in the ACR must have a corresponding data source configured in
WFO. If an invalid WFO data source is configured the alarm "Datasource xxxxx not
configured in WFO" is raised.
Usage
The objective is to identify and reload contacts in a specified time range.
1. The procedure is triggered by placing a job on the job queue via Postgres DB as eware
(either command line or pgAdmin). This should be performed on the server that contains the
master database of call metadata.
Note: In a complex topology including one or more replay servers where the call metadata is
NOT identical on each of those servers, the procedure will need to be run from each of those
servers so that all calls can be processed.
2. The job specifies a date/time range (internally this is processed in 1 day chunks with part
days possible at start and end of the range). The format is per the following example:
insert into jobqueue (jobtype, params, submitted) values ('MDL-RELOAD', '2015-09-05
08:00:00, 2015-09-15 13:14:35', now());
Note: The only item that needs changing in the example above is the date/time string; this
should be in the format 'YYYY-MM-DD HH:NN:SS, YYYY-MM-DD HH:NN:SS' and contains
the start date/time followed by a COMMA and a space and then then the end date/time.
Beware the habit of some applications of changing standard single quote into left or right-
handed single quote.
3. For topologies where this procedure is run on the CRS, copy the resulting “<call date>.wfo.gz”
files to the %INSTALLDIR%/wfo folder on whichever server is currently IN CONTROL
(master/standby). If wfo folder does not exist, create it manually. This is necessary because
the CRS does not have an MDL processing capability. If no CRS is in place, the files will be
created in the correct location.
Note: In a complex topology including one or more replay servers where the call metadata is
NOT identical on each of those servers, the files need to be copied onto each of the control
servers (master/standby) so that all calls can be processed. As the files are processed, they
will be deleted from the folder.
4. The overnight batch processes will pick up any files in that location and process them.
5. Once the overnight batch processes have completed, check for the presence of calls on the
WFO Interactions portal.
Note the limitation regarding organizational information listed in the Limitations section which
may require searching ‘outside visibility’ to see the calls. Also note the limitation regarding the
actual switch configuration in WFO.
1. Optionally replace with a single CRS containing all of the archived calls metadata to minimize ACR
server footprint.
2. Upload to WFO is only supported if the system was a new install at 15.x version i.e. not upgrade or
migrated from an earlier version.
3. Options may exist to migrate WFO information and call details onto a later version; consult with
Professional Services.
Table legend:
• Green: Validated
• Light Green: Low risk
• Orange: Planned
• Red: Direct migration not supported
Migration Window 1
The process in this migration window will migrate the data center to latest versions and move active
recording to ACRA.
1. Upgrade/migrate existing R12.x WFO system to 15.2 (see WFO Upgrade Guides).
2. Install ACRA recorders (see WFO Installation Guide) and move all recording capacity to them
(see ACRA Configuration Guide).
3. Disable active recording from ACR infrastructure (see Appendix B: Disabling recording on
legacy systems).
4. All existing R12.x ACR infrastructure remains unchanged; replay of legacy calls should
operate the same as pre-migration.
Migration Window 2
The process in this migration window will consolidate the ACR infrastructure down to a single replay
server per master/standby/slave group.
1. Ensure that all ACR calls have been archived.
If that is not possible, there is an option to copy any remaining unarchived call buffers from
the host server(s) to the designated replay server(s); this is not recommended as it does
increase the complexity of the system.
2. Power down all the ACR infrastructure apart from the replay server(s).
3. Set the property replay.preferorigrecorder=false on the replay server(s).
4. Perform the following command in psql:
delete from settings where settingkey='flags.clientids';
5. Restart the ACR service.
6. Test that calls from each of the original recorders can be replayed via the replay server(s).
Migration Window 3
The process in this migration window will migrate the replay server(s) to the latest version of software.
1. Power down the replay server(s).
2. Migrate existing replay server(s) (CRS or Master) to V15.2 including latest updates (see ACR
Upgrade Guide).
Note: if required, the operating system can be changed from Linux to Windows at this point.
3. Ensure that the Service Archive Requests Locally configuration setting on the replay server(s)
is set to Yes (this will already be set if the R12.x system had the property
replay.preferorigrecorder=false)
4. Test that calls from each of the original recorders can still be replayed via the replay server(s).
5. Decommission the ACR recording infrastructure excluding the replay server(s) (see Appendix
C).
Note: if time allows, the migration windows can be combined.