How To: VIP Portal - Add Remote Storage Configuration

Written By Jexter Reyes (Administrator)

Updated at May 7th, 2026

Symptoms

  • Offloading Call Recordings to Third Party Services
     

Procedure

  1. Go to the VIP Portal and navigate to the Call History section. 
  2. Click on the Recording Storage Settings button. This opens a Remote Recording Session page, nested under the Call History page. These are all remote call recording configurations in your system.

     

    NOTE: The green active tags below are for configurations that are currently enabled, and the red error tag is for a configuration that has configuration errors.

     
  3. Click Add Remote Storage and fill out the following fields, and then click Add

    • Archive Level indicates which calls are retrieved for remote storage.
    • System is a catch-all for calls that do not match the specified Reseller or Domain name.

      NOTE: If either Domain or Reseller is selected, then there will be no failover or additional copy sent to the other matching levels.

      For each recording, it will find the best enabled match and attempt to use that and only that configuration.

       
  4. After filling out the required fields in the modal, the Add button should be able to be selected.

    The system will audit the addition of this configuration. Using the information provided, the Portal will work alongside the API to authenticate the remote side, upload a small .wav file, read it back, and then remove it to test all access requirements for this feature to perform correctly. This process should take between 2 and 15 seconds.

  5. Once successful, a pop-up message should show up "Test passed! Storage settings saved." Click Close to exit the window.

    The new configuration will be listed in the table on the Remote Recording Session page. Each row in this table displays its current configuration as well as its current storage size and archive recording count. The count should start to increment once the configuration is activated and it has calls to archive.
     

Escalation Information

Escalation Information: SD1

If you need additional assistance, contact Crexendo Support at 855-211-2255 or email us at support@crexendo.com

 

Change Log

Date Description
May 7, 2026 Article migrated and revamped