Configure the storage policy

Access and configure both default and custom storage policies using the 8x8 Admin Console.

Access storage policies

To access storage policies:

  1. Go to https://login.8x8.com.
  2. Enter your user credentials and click Login.
  3. In the 8x8 Application Panel, select the Admin Console tile. The Home page displays.
  4. Click Storage Policy.
  5. The Home / Storage Policy page displays.

Note: The number of default policy cards that display depends on the licenses purchased. See Default storage policy.

View storage policy licenses

The storage policy licenses screen lets you see the licenses purchased for your site. This includes available licenses, hot storage and cold storage duration and available seats (four users per seat) depends on what your site purchased.

To view storage policy licenses:

From the 8x8 Admin Console Home / Storage Policy page, click View available licenses.

Edit a default storage policy

Edit a default storage policy for license type, hot storage limits, and cold storage limits.

To edit a default storage policy:

  1. From the 8x8 Admin Console Home / Storage Policy page, click on the default storage policy you want to edit.
  2. For Setup hot storage, use the slider to change the default hot storage days to what you want. The maximum limit is assigned for the license.
  3. Click Continue.
  4. For Setup cold storage (cold storage is enabled if purchased), use the slider to adjust the years for cold storage.

Note: Cold storage cannot be added to the default storage policy. It has to be previously purchased as an add-on for only Contact Center and screen recordings.

  1. Click Continue.
  2. For Assign Users, users are automatically assigned to the default policy by license type and cannot be removed from a default policy. Users that have this license assigned to them have a checkmark in the blue check box next to their name.
  3. Click Save.

Create a custom storage policy

Note: Cold storage is currently not supported for 8x8 Work and 8x8 Meet.

Create a custom storage policy when a default policy does not suit your particular business situation.

To create a custom storage policy:

  1. From the 8x8 Admin Console Home / Storage Policy page, click Create Policy.
  2. Enter the name of the new custom policy in the Untitled policy field.
  3. Click the Service drop-down and select the service.
  4. Under Call recordings, select the Hot storage (None or 130 days) and/or Cold storage (None or the amount of years purchased).
  5. Or, Under Meetings, select the Hot storage (None or 130 days) and/or Cold storage (None or the number of years purchased).

Note: You can only create a custom policy for call recordings or meetings. You cannot select both options at the same time in one custom policy. A user cannot be assigned simultaneously to more than one policy for the same service at a time. For example, an X2 user cannot be assigned simultaneously to both the default X2 policy for a custom X2 policy.

  1. Click Continue.
  2. If you select Cold storage, adjust the slider to select the amount of cold storage years.
  3. Click Continue.
  4. Select the users you want to assign this policy to.

    Note: When you unassign a user from a custom policy, they are reassigned to the default policy for their license.

  5. Click Save. A prompt displays explaining that you are about to make changes to user’s assignments.
  6. Click Continue. The custom policy is saved and displays in the Home/ Storage Policy page.

Delete a custom storage policy

To delete a custom storage policy:

  1. From the 8x8 Admin Console Home/Storage Policy page, scroll down to the custom policy you want to delete.
  2. On the custom storage policy, click Delete.
  3. The Unassign users before deletion dialog displays. Click Unassign and delete.
  4. The custom policy is now deleted and users (based on their license) are automatically reassigned back to the call recordings default policy.