Storage policy types

Storage policy types include default and custom.

Default storage policy

By default, certain storage policies are available for the administrator to easily use. These policies determine the retention duration of 8x8 Work call recordings and 8x8 Meet meetings for customers, and 8x8 Contact Center. Screen recordings can be optionally purchased for Contact Center customers. Call recordings and meetings have default policies and admins can customize the policy amount to anything below 30 days (even 0 days). See the hot and cold storage license matrix for default hot storage settings.

Every Contact Center user is assigned to a Contact Center policy by default while Non-Contact Center users are assigned the generic "Call recording" default policy. You cannot add cold storage to the default policy, as it has to be previously purchased.

The meeting recording policy defaults are based on the licenses purchased and admins need to customize this policy based on what is purchased. For example, if you purchased both X1 and X3 licenses, you have two meeting recording policy cards: one for X1 and one for X3. They are 30 days and 130 days, respectively.

The Contact Center policy is configured with whatever the maximum amount of storage is purchased for all concurrent seats. Admins can customize these amounts to anything below the maximum purchased in each category.

Note: Every 8x8 Contact Center user is assigned to this policy by default and cannot be removed without removing the associated 8x8 Contact Center or screen recording license for the user.

Custom storage policy

You can create one or more custom storage policies when a default policy does not suit your business needs. Admins can only create custom storage policies for 8x8 Work call recordings and 8x8 Meet meetings, for both hot and/or cold storage (if cold storage is purchased). You can select call recordings or meetings, but not both in the same policy.

Note: You cannot create as many custom storage policies you need for Contact Center users, as all Contact Center users must use the same default storage policy.

Note: If you want a mix of hot and cold storage, you can match the number of licenses for both storage types.

Use case — custom storage policy

Pat works as a security trader at a financial firm that employs several dozen employees. All employees, including Pat, have the X4 Series X4 VO license assigned to them that has no cold storage added. Only Pat executes security trades over the phone.

According to the Securities and Exchange Commission law, calls that involve security trades must be retained for five years. All other types of calls do not need to be retained. Therefore, the admin who is creating storage policies for the firm needs to create a custom storage policy where only Pat’s calls are retained in cold storage for five years.

Use case — mix hot and cold storage licenses

Shawn is an 8x8 Work customer. He has 10 users who he assigned X1-X2 call recording licenses to. However, he only needs cold storage for two users so he purchases a cold storage license for each of them. When he creates a custom policy containing both hot storage and cold storage, the available licenses in the custom policy are two; that is, only two users can be assigned to that policy.

Suppose Shawn creates another custom policy with both hot and cold storage. For this custom policy, only one cold storage license is available, as the other license has already been assigned in the first custom policy