Administration Guide EM - Ver 10
Administration Guide EM - Ver 10
Administration Guide EM - Ver 10
Administration Guide
Version 10.0
November 2013
Table of Contents
Table of Contents ................................................................................................................ 2
1 Introduction ................................................................................................................. 3
1.1 General Minimum Requirements ........................................................................ 3
1.2 Administrator permissions .................................................................................. 4
2 Installation................................................................................................................... 5
2.1 Installing the Application .................................................................................... 5
2.2 Quick Setup ....................................................................................................... 12
2.2.1 Quick Setup - Introduction............................................................................ 12
2.2.2 General .......................................................................................................... 12
2.2.3 Company Properties ...................................................................................... 13
2.2.4 Organization Import ...................................................................................... 13
2.2.5 Email Settings ............................................................................................... 15
2.2.6 Create User.................................................................................................... 16
2.2.7 Advanced Settings ........................................................................................ 17
2.2.8 Rates.............................................................................................................. 18
2.2.9 Collection ...................................................................................................... 21
2.2.10 Add a Data Source .................................................................................... 21
2.2.11 Collection Toolbar .................................................................................... 22
2.3 Patches Installation ........................................................................................... 24
2.4 Install Language Pack Only .............................................................................. 25
2.5 Language Settings ............................................................................................. 28
3 Administration Tools ................................................................................................ 29
3.1 Management Utility .......................................................................................... 29
3.1.1 Backup/ Restore ............................................................................................ 29
3.1.2 System ........................................................................................................... 30
3.1.3 Vlist Convert ................................................................................................. 32
3.1.4 Printers .......................................................................................................... 34
3.1.5 Log Settings .................................................................................................. 35
4 Appendix A – Distributed Installation ...................................................................... 37
5 Appendix B – Uninstall ............................................................................................ 42
5.1 Uninstall ............................................................................................................ 42
5.2 Manual Actions ................................................................................................. 42
6 Appendix C - Organization Import Guide ................................................................ 43
6.1 Introduction ....................................................................................................... 43
6.2 Generic Personnel Import ................................................................................. 43
6.3 MA4000 Import ................................................................................................ 51
7 Appendix D: Minimum Technical Specifications ................................................... 59
7.1 System Requirements........................................................................................ 59
7.2 General Software Requirements ....................................................................... 60
7.3 Web Browsers ................................................................................................... 61
8 Appendix E – General Settings ................................................................................. 62
In case the server receives the IP address as part of a DHCP network, do not disconnect
the server from the network. The disconnection will result not recognizing the license
settings after reboot and Application Suite will return a license error.
The person performing the installation should have full administrative rights on
the server. In case of a distributed installation he should have administrative rights on
both servers. Please refer also to the ‘Distribution Installation – IT Requirements’
document
Before starting the installation, verify that the hardware and software requirements are
met. The installation adds a virtual directory to IIS, and databases to SQL. Ensure that
there is adequate permission to do that. Familiarity with the products configuration is
required.
IUSR* account: Read & Execute, List Folder Contents, Read permissions.
1. Copy over the contents from the CD to the Hard disk, remove the Read-Only
properties and run Setup.exe.
2. Click Next and Yes for the following two questions. The InstallShield
Wizard Window is displayed:
3. Type User Name, Company Name and select the Anyone who uses this
computer (all users) option.
Note: When a user starts to use the Application Suite user interface, the user
name must first be authenticated. There are 2 optional authentication modes
for the application:
Application – A user table is maintained in the database with user names and
passwords.
Windows – Authentication is done by comparing the user name, password
and domain that are taken from the windows login. There will be no login
screen to the application. If the user exists in the application database, he or
she will enter the application immediately.
8. At this stage you can go Back to change the destination folder or click Next
the Define SQL User window is displayed:
If the default instance had been installed on the SQL server, leave the Use Default
box checked.
The Remote Name field will become enabled. Type in the name of the
Remote SQL Server or browse for by clicking on the browse button next to
the field.
9. Click Next to continue. The application will try to connect to the SQL server
and if it succeeds the Advanced Settings window will be displayed:
11. The option to define a user name and password for the SQL user on the SQL
server is presented. This user is an internal user that is used to access data
from the SQL server for reporting purposes. It is recommended to leave the
default settings but in some cases the system administrator of the organization
will want to choose an organization standard user name and password.
12. The specific NEC Settings are entered at this stage: defining the address of the
license server.
Note: These screens appear depending on the Install ini file definition, under
the setup directory of the installation.
Use it to login to the application and begin the initial setup of the system.
2.2.2 General
Use the General tab to define the basic company settings:
Company Properties: Use the Company Properties fields to select the Company
Logo that is displayed on reports.
Organization Import: Use the Organization Import fields to specify the
synchronization type.
Email Settings: Use the Email Settings fields to define the parameters of your
email server. This is required in order to distribute reports and system alerts via
email.
Create User: Use the Create User button to create the user who acts as the
System Administrator.
Advanced Settings: Use the Advanced Settings link to define required system
settings.
Option Description
Note: You can click Previous at any time during this process to return to the previous
window.
Field Description
MA4000 server \ Enter the name of the MA4000 server and the instance.
Instance name
MA4000 server \ Enter the password used to connect to the MA4000 server.
Database Password
NEC CAS URL Enter the URL used to access the CAS application.
Option Description
Mail Server Enter the Exchange server name or the IP.
Name/IP
Server Port Enter the port of the Exchange Server.
Number
Email Account Enter the email address of the Application Suite
3. Click Test & Save to verify and save the settings you have defined. If you have
entered invalid information, a notification is displayed. Make the necessary
changes and click Test & Save again.
Option Description
Person will be Select this option to refer to personnel in the system
defined in the and assign devices to the user. This is also known as
system a user-centric system.
Unique extensions Select this option to create a unique numbering
numbering plan plan. If there are two extensions with the same
number they will be merged, and treated as one.
Create extensions Select this option to create new extensions (through
automatically the collector) automatically.
Create pin codes Select this option to create new Pin Codes (through
automatically the collector) automatically.
Option Description
Rate Name Enter a name for the new rate. The name must be
unique.
Rate Code Enter a code for the new rate. The code must be unique.
Price Per Enter the price per minute.
Minute
Option Description
Existing Data Select this option to use an existing data source. Select
Source the data source from the list.
1. Copy over the patches fix.zip from the installation disks to the Program
Files\NEC\EM\Patches folder.
The following steps are taken to install the language pack as a separate action from the
total installation.
1. Open the Process Synchronization Manager:
The Management Utility window has a set of tools created for individuals with System
Administrator access. To access the Management Utilities window go to Start – All
Programs – MTS – Management.
This allows restoring from backup files, do backup of Partial Database and restore
Partial Database.
5. To restore the database, in the Backup file field, click and select the backup
folder containing the backup files set.
6. In the Default path for archive files field, click and select a folder where you
want the archive database files to be restored.
8. Partial Database backup and restore is for advance use of MTS support team.
3.1.2 System
9. To disable the IIS Cache memory, check the box next to the function.
10. Click Apply to set the virtual directory for the web with the new settings.
11. To recreate the virtual directory to be in the same state as it was following the
initial installation, click Recreate Virtual Directory.
12. Click Delete Duplicate Calls to delete duplicated calls, based on revision of call
parameters.
13. To unlock all blocked users after 3 attempted logins, click Unlock administrator.
14. To install patches, click Run.
In this section you can delete various items from the database. Use extreme
cautious when using this function. It is irreversible! There is no Undo!
16. Select from the dropdown list the option you want to use for deleting information.
Click Clean to clean the selected information.
This tool is used to convert rate table in TDA file format to XML format before
loading the rates to a system that is using the old rate mechanism.
1. Click on the Vlist Convert tab. The Vlist Convert tab is displayed:
2. Click Prepare Vlist (after completing steps 14 and 15) to convert selected data
files.
3. Click in the Source vlist File (TDA or XML) field to enter the .tda file
accessed from the PBX in order to convert to The application format.
5. Deselect the Default ANSI encoding option in order to select the encoding of the
source file, e.g. for German or Hebrew. Otherwise, leave selected for default
options. This should be equal to the format of the input vlist file as when it was
saved.
6. Select Output Tabs7 format files to c:\tmp to debug the conversion files.
7. In the Parameters table complete values for any required parameters - You have
to enter the Service Name, and click Save Parameters to save or click Restore
Parameters to revert back to the original settings.
2. Select a network printer which will be used for output from The application, e.g.,
Reports, and click Apply.
The list of all log files is displayed and you can set their size and trace level.
Select the required trace level:
Errors, Warning, Info or Debug
You can Edit the Maximal File size (in Mb), define the number of days to keep the file,
and check the box to have continues log file as oppose to daily file.
Install the SQL software on the SQL Server (Computer B) according to the
installation instructions in section 3.1.
The RemoteSQL.exe must be installed on the SQL Server before the Application Suite is
installed on the Application Suite Server.
Following are step by step instructions for the installation of the distributed installation
component:
1. Copy Distributed Folder from the installation media to the SQL server and run
Setup.exe. The Choose Setup Language dialog box opens:
2. Open the combo box to select the installation language. Click OK. The
InstallShield Wizard window opens:
5. If the user used the default instance on the SQL server the Instance field should
be left blank. Otherwise type in the instance name entered during SQL
installation. Click Next. The Start Copying Files window opens:
Note: the set up adds the registry for backup and saves database template to improve the
installation performance.
Language Pack
Main
SQL Express (For light versions only)
Manuel Actions
Note Uninstall
After uninstall please make sure that the following folders were deleted:
Web folder: C:\Inetpub\wwwroot\AppUI
Applications folder: C:\Program Files\TABS
Restart the server.
Imports are an essential part of the application. It is very important that data from other
systems can be used to Import Personnel and their resources and administration structure
from another Management Application, rather than having to be entered manually into
the application. The imports detailed below allow the administrator to import data from a
variety of other systems.
The Generic Personnel Import is a tool that allows users to import personnel information
from other applications. The import saves a great deal of time and effort, since the users
do not have to individually enter the personnel data into the application.
The task is added as an additional component in the Maintenance\Task Manager, as an
additional task of the Import\Export.
Note: When Full Update is checked, extensions that were previously imported
through Personnel Import but are not available anymore in the import file will be
deleted from the Organization Tree.
3. Select the Input tab and browse to select the file you wish to import:
Local Select the input file from TABS\Run Time\Input File. This
option will look for any file that has the string
‘genericimport.txt as part of its name.
Upload Copies the file from the location to TABS\Run Time\Input File
On FTP Fill out FTP details
Full Path Locates the file on the local server
Encoding Enter the Encoding Type of the input file (scroll down the Input
tab to reveal the selection).
5. A list of fields will appear. Using the Control key for ‘pick and choose’ or the
Shift key for ranges, select the fields that exist in each record in the file. Select
them in the order as they appear in the row of the text file.
Fields
(*) The field lengths listed above is the maximum lengths allowed for each field. You
may have fewer characters in each field if you choose.
(**) A/N = Alpha Numeric
The employee ID and or E-mail address will later be used as a unique key to enable the
user to make changes to the Personnel information in the organization. One of them must
be available in order to keep history information of OU change, name change and any
additional Personnel information that one may need to add at a later stage.
To find out the file encoding format, open the file in Notepad. Click Save As and look in
the Encoding field at the bottom of the window. Use this encoding format to decode the
file.
For example: If the Import File as saved as Unicode – the Generic Personnel Import
should be defined with Unicode encoding. If the import file was saved as ANSI – the
Generic Personnel Import should be defined with UTF7 encoding.
Below are the minimum web server requirements that are needed to run Application Suite
server for a small site. MTS recommends deploying new systems using the highest
performing server that you can reasonably afford to ensure optimum performance and
longevity.
Please refer to the Application Suite Installation Guide for a list of minimum
requirements for Application Suite web clients.
Note: Based on 5 years of data in the database and 2 backups stored on the server:
** Distributed – Two (2) server architecture where the Application is on one server and
the Database is on a different server. This setup is used in Enterprise type
installations. It is very efficient when handling very big databases.
Enterprise SQL 2005 SP2 (all editions), SQL 2008 (all editions), SQL 2012
Microsoft Message When using distribution type installation, MSMQ should be
Queuing (MSMQ) installed only on the Application server
IIS Windows 7 – Ver 6.1 or higher
Windows 8
Windows Server 2008 – Ver. 7.0 or higher
Windows Server 2012
Adobe Acrobat Reader* 7 or above
Note: *PDF Reader must be installed in order to print reports from preview
**SQL Express Server for Light Editions will be provided by MTS
Application Suite also can be supported on a VM Server.
Express Edition uses only 1GB of ram and 1 CPU, which does affect the performance
of Application Suite to some extent. In cases where the system is very high end and
where the volume of calls per day is higher than 1,000,000 calls per month, it is not
recommended to use a SQL Express database.
Below are the web browser versions that are compatible with Application Suite 9.9 and
above:
Application Min Version Max Version
Microsoft Internet Explorer 8.0 SP2 9.0
Notes:
IE8 - Internet Explorer Settings:
Uncheck Show friendly HTTP error messages
If False
And PIN = Business and CDR =
Business Call=Business
And PIN = Business and CDR =
Private Call = Business
And PIN = Private and CDR = Private