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Insight from InteractionsTM
NICE Perform®
NICE Systems Ltd. shall bear no responsibility or liability to a client or to any other person or entity with respect to liability, loss or damage caused or alleged to be caused directly or indirectly by any NICE product. This includes, but is not limited to, any interruption of service, loss of business or anticipatory profits or consequential damage resulting from the use or operation of any NICE products.
Information in this document is subject to change without notice and does not represent a commitment on the part of NICE Systems Ltd. The systems described in this document are furnished under a license agreement or nondisclosure agreement. All information included in this document, such as text, graphics, photos, logos and images, is the exclusive property of NICE Systems Ltd. and protected by United States and international copyright laws.Permission is granted to view and photocopy (or print) materials from this document for personal, non-commercial use only. Any other copying, distribution, retransmission or modification of the information in this document, whether in electronic or hard copy form, without the express prior written permission of NICE Systems Ltd., is strictly prohibited. In the event of any permitted copying, redistribution or publication of copyrighted material, no changes in, or deletion of, author attribution, trademark legend or copyright notice shall be made.
All contents of this document are: Copyright © 2008 NICE Systems Ltd. All rights reserved.This product is covered by one or more of the following US patents:
360o View, ACTIMIZE, Actimize logo, Alpha, Customer Feedback, Dispatcher Assessment, Encorder, eNiceLink, Executive Connect, Executive Insight, FAST, FAST alpha Blue, FAST alpha Silver, FAST Video Security, Freedom, Freedom Connect, IEX, Interaction Capture Unit, Insight from Interactions, Investigator, Last Message Replay, Mirra, My Universe, NICE, NICE logo, NICE Analyzer, NiceCall, NiceCall Focus, NiceCLS, NICE Inform, NICE Learning, NiceLog, NICE Perform, NiceScreen, NICE SmartCenter, NICE Storage Center, NiceTrack, NiceUniverse, NiceUniverse Compact, NiceVision, NiceVision Alto, NiceVision Analytics, NiceVision ControlCenter, NiceVision Digital, NiceVision Harmony, NiceVision Mobile, NiceVision Net, NiceVision NVSAT, NiceVision Pro, Performix, Playback Organizer, Renaissance, Scenario Replay, ScreenSense, Tienna, TotalNet, TotalView, Universe, Wordnet are trademarks and registered trademarks of NICE Systems Ltd. All other registered and unregistered trademarks are the property of their respective owners.
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For assistance please contact your local supplier or the nearest NICE Systems Customer Service Center:
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For general information on NICE Systems products please contact your local distributor or the nearest NICE Systems office:
Please send all queries, comments, and suggestions pertaining to this document to [email protected]
Please visit NICE at www.nice.com
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NICE invites you to join the NICE User Group (NUG). Visit the NUG Website at www.niceusergroup.org, and follow the instructions.
Contents
NICE Perform® Release 3: NICE Perform Databases Installation Guide
5
Contents
1Introduction 9
Database Names and Descriptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Setting up the Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Hardware and Software Requirements . . . . . . . . . . . . . . . . . . . . . . . . . 11
Verifying Windows NT Authentication Configurations . . . . . . . . . . . . . . . . . 12Setting up the Microsoft SQL Server 2005 . . . . . . . . . . . . . . . . . . . . . . . . . 15Setting up the SNMP Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Installing the SNMP Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Defining the SNMP Trap . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Reindex Table Job. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Calculating Database Size . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Language Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22Microsoft SQL Server 2005 Analysis Services . . . . . . . . . . . . . . . . . . . . . . . 22
nice_as_text_analysis Multidimensional Database . . . . . . . . . . . . . . . . . . . 22Data Mart Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
2Installing the NICE Perform Database Suite 25
About the NICE Perform Database Suite . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26Installing the NICE Perform Database Suite Software . . . . . . . . . . . . . . . . . 27
6 Contents
NICE Perform® Release 3: NICE Perform Databases Installation Guide
3Installing the nice_as_text_analysis Database 37
About the nice_as_text_analysis Database . . . . . . . . . . . . . . . . . . . . . . . . . . 38Installing the nice_as_text_analysis Database . . . . . . . . . . . . . . . . . . . . . . . 38
4Configuring the NICE Perform Database Suite 45
Configuring the NICE Perform Database Suite in the System Administrator. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Creating Links Between the Databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
5Configuring the nice_as_text_analysis Database 51
Configuring the nice_as_text_analysis Database in the System Administrator. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
AUninstalling the NICE Perform Database Suite Databases 57
BUninstalling the nice_as_text_analysis Database 63
CUsing the NICE Database Utilities 69
Running the DBAgnose Utility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70Running the DBSpace Utility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
DAnalysis Services Definitions 75
Defining the SQL Server Analysis Services Service . . . . . . . . . . . . . . . . . . . 76Defining the Local System Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
7 Contents
NICE Perform® Release 3: NICE Perform Databases Installation Guide
ECreating Domain Users and Assigning Privileges 79
Setting up a Domain User on the Active Directory . . . . . . . . . . . . . . . . . . . . 80Creating a Domain User on the Active Directory . . . . . . . . . . . . . . . . . . . . . 80Assigning Privileges to the Domain User on the Active Directory . . . . . . . . 83
Setting up the Domain User on the Domain Client Computer . . . . . . . . . . . 87Assigning Privileges to the Domain User on the Domain Client Computer . . 87Updating Privileges of the Domain User on the Domain Client Computer . . 89
Verifying NT Authentication Security Settings . . . . . . . . . . . . . . . . . . . . . . . 91
Index 93
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Chapter 1: Introduction
NICE Perform® Release 3: NICE Perform Databases Installation Guide
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1
Introduction
This manual describes the procedures for installing and configuring all NICE Perform databases on their respective servers.
Contents
Database Names and Descriptions...............................................................................10
Setting up the Servers ................................................................................................... 11
Reindex Table Job ..........................................................................................................21
Calculating Database Size .............................................................................................21
Language Settings .........................................................................................................22
Microsoft SQL Server 2005 Analysis Services ............................................................22
Workflow..........................................................................................................................23
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NICE Perform® Release 3: NICE Perform Databases Installation Guide
Database Names and Descriptions
Database Names and DescriptionsThe following tables list all the databases included in the NICE Perform Database Suite:
Table 1-1: Required Databases
Database Description
nice_admin The Administration database. Contains information such as all user/agent details, administrative settings, and privileges. Information from the Users Administrator and System Administrator are stored in this database.
nice_audit Contains a record of actions in the system for use by the Audit Trail in Business Analyzer. For example, agent login and report requests.
nice_ca Contains Audio Analysis information.
nice_interactions The Interactions database. Stores identifying information about each interaction. For example, Start time and agent ID. The actual recordings are stored on the Loggers. This database must link to all the other databases for Query searches.
nice_rule Contains information from the Rules Manager.
Table 1-2: Optional Component Databases
Database Description
nice_crypto Serves as a repository for encryption keys for the NICE Key Storage Manager (KSM) application.
nice_cti_analysis Contains information from your switch used by Business Analyzer and not included in the nice_interactions database.
nice_dw Required for use with Data Mart.
nice_ib Used in Financial Trading Floor (Compliance) configurations only.
nice_pbs_data Required for use with the Playback Server.
nice_qa Required for use with Coaching and Clips in the Business Analyzer.
nice_reporter Contains information for the Reporter.
nice_screen_sense Required for use with ScreenSense.
nice_storage_center Required for use with Storage Center.
NOTE: In addition, NICE Perform also uses the nice_as_text_analysis database, which is not part of the Database Suite. see Chapter 3, Installing the nice_as_text_analysis Database on page 37.
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Setting up the Servers
Setting up the ServersThe NICE Perform Database Suite is installed on the NICE Perform Database Server. In addition, depending on your site’s demands and configuration, it may be necessary to install some NICE Perform databases on other servers.
The following sections apply to all servers used for NICE Perform databases:
• Requirements (see page 11)
• Verifying Windows NT Authentication Configurations (see page 12)
• Setting up the Microsoft SQL Server 2005 (see page 15)
• Setting up the SNMP Service (see page 15)
Requirements
Hardware and Software Requirements
For the software and hardware requirements of the NICE Perform Database Server, and of all other NICE Perform servers, refer to the NICE Perform Certified Servers Guide.
IMPORTANTWhen your site uses a domain network configuration, the Database Server login user name must be included in the Administrator's group in the Domain Controller.
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Setting up the Servers
Verifying Windows NT Authentication Configurations
The NICE Perform Database Suite can use either SQL Authentication or Windows NT Authentication. However, due to its superior security features, it is recommended to use Windows NT Authentication.
When using NT Authentication, you must first create two Domain Users (also called NT Users or Operating System Users). One Domain User is used for NICE services while the second Domain User is used for the SQL services.
The NICE Auto Setup for Microsoft SQL Server 2005 automatically assigns the privileges to the appropriate services. The NICE Perform databases then use the two Domain Users as follows:
• Domain User for NICE Services - this User is used to run all NICE services on the NICE Perform Application Server. To be sure the Domain User for NICE Services is configured correctly, verify that the name of the domain and the Domain User appear in the Log On As column for each NICE service (refer to Figure 1-1).
IMPORTANT If your site includes the nice_as_text_analysis database, which is used for NICE Perform’s Analytics feature, you must use NT Authentication for all servers.
IMPORTANT • You must create these two Domain Users and assign all necessary configurations before
you install the NICE Perform databases. To create the Domain Users and/or assign the privileges required by NICE Systems, refer to Appendix E, Creating Domain Users and Assigning Privileges on page 79.
• The two Domain Users must have full local administrator privileges.
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Setting up the Servers
Figure 1-1 Computer Management Window - Application Server - Nice Services
• Domain User for SQL Services - this User is used to run the following SQL services:
• SQL Server (MSSQLSERVER)
• SQL Server Agent (MSSQLSERVER)
• SQL Server Browser
• SQL Server Integration Services
In addition, if you use NICE Perform’s Analytics feature, this User is also used to run the following SQL service:
• SQL Server Analysis Services (MSSQLSERVER)
To be sure the Domain User for NICE Services is configured correctly, verify that the name of the domain and the Domain User appear in the Log On As column for each of the above SQL services (refer to Figure 1-2)
Nice Services
“Log On As” Column
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NICE Perform® Release 3: NICE Perform Databases Installation Guide
Setting up the Servers
Figure 1-2 Computer Management Window - Application Server - SQL Services
NOTE: If you use the same NT account for both Users, the SQL Server Services User is automatically assigned “sysadmin” security privileges.
SQL Services
“Log On As”Column
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NICE Perform® Release 3: NICE Perform Databases Installation Guide
Setting up the Servers
Setting up the Microsoft SQL Server 2005
All NICE Perform databases use the Microsoft SQL Server 2005. For detailed SQL Server 2005 installation and configuration procedures, as well as other related information, refer to the Microsoft SQL 2005 for NICE Perform Guide.
Setting up the SNMP Service
Setting up the SNMP Service on the Database Server running on the Windows 2003 operating system includes the following procedures:
• Installing the SNMP Service (see page 15)
• Defining the SNMP Trap (see page 16)
Installing the SNMP Service
Use this procedure to add the SNMP service and SNMP Traps service to your Windows components. Then you must configure the SNMP service.
To add SNMP services, you must have access to the I386 directory from the OS installation CD-ROM.
To install the SNMP services:
1. From the Control Panel, select Add/Remove Programs.
2. Click the Add/Remove Windows Components icon.
The Windows Components wizard starts.Figure 1-3 Windows Components Wizard
3. Mark the Management and Monitoring Tools checkbox. This component adds the SNMP service and SNMP Traps service.
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NICE Perform® Release 3: NICE Perform Databases Installation Guide
Setting up the Servers
4. Click the Details button. The Management and Monitoring Tools window appears.Figure 1-4 Management and Monitoring Tools Window
5. Mark the Simple Network Manager Protocol checkbox, and click OK.
6. Click Next.
7. At the prompt, insert the OS installation CD in your CD-ROM drive or point to the location of the I386 system directory files.
The SNMP service and the SNMP Traps service are installed.
8. Click Finish.
You must now configure the SNMP service.
Defining the SNMP Trap
Some sites use the default community names for the SNMP service:
• public (for read-only)
• admin (for read-write)
If your site uses customized community names, you must configure the monitored servers and the NMS servers with the identical community names.
To configure the SNMP service:
1. From the Control Panel, choose Administrative Tools > Services. The Services window appears.
2. Right-click on the SNMP service and choose Properties.
The SNMP Service Properties window (General tab) appears.
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Setting up the Servers
Figure 1-5 SNMP Service Properties Window - General Tab
3. In the Startup type drop-down list, choose Automatic.
4. Click the Log On tab.
Skip this step for a Storage Center server.
Figure 1-6 SNMP Service Properties Window - Log On Tab
NOTE: For a Storage Center server, the parameters in the Log On tab should not be configured since they will be configured automatically during the Storage Center installation. The username defined during the Storage Center installation is defined as the Log On account user. You can verify the parameters after the installation.
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Setting up the Servers
Configure as follows (for all servers except the Storage Center server):
a. Select Local System Account.
b. Then, mark the Allow service to interact with desktop checkbox.
5. Click the Recovery tab.Figure 1-7 SNMP Service Properties Window - Recovery Tab
6. Choose Restart the Service for all three response fields.
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Setting up the Servers
7. Click the Traps tab.Figure 1-8 SNMP Service Properties Window - Traps Tab
8. In the Community Name field, type public (in lower case letters).
9. Define the IP address of the NMS server where trap messages will be sent, as follows:
a. In the Trap Destinations area, click Add.
b. In the displayed window, type the IP address of the NMS server and click Add. The IP address appears in the Trap Destinations area.
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Setting up the Servers
10. Click the Security tab.Figure 1-9 SNMP Service Properties Window - Security Tab
Confirm that:
• The Send authentication trap checkbox is unmarked.
• In the Accepted community names area, public appears with Read Only privileges.
11. Add admin as a Community Name with Read-Write privileges, as follows:
a. In the Accepted community names area, click Add. The SNMP Service Configuration window appears.
Figure 1-10 SNMP Service Configuration Window
b. In the Community rights field, select Read Write.
c. In the Community Name field, type admin (in lower case letters).
d. Click Add. The community name admin appears in the Accepted community names area.
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Reindex Table Job
12. Select Accept SNMP packets from any host. (Localhost appears in the list.)
13. In the SNMP Service Properties window, click Apply. Then click OK.
14. Restart the SNMP service.
Reindex Table Job
The NICE Perform Database installation program automatically creates an SQL Server Agent job called Reindex Table. This job is critical for maintaining proper system performance.
Since the NICE Perform Database Suite does not archive calls while the Reindex Table job is running, the job is defined by default to run every Sunday morning at 02:00 (2 am), when activity at most sites is quiet. If the default time is not suitable for the needs of your site, you must define a different, more convenient time.
Calculating Database SizeNICE Systems provides an Excel spreadsheet named DatabaseSizeCalculator.xls that enables you to determine the space required for each database in the NICE Perform Database Suite.
IMPORTANTIf your site uses customized community names, you must change public and admin to the appropriate community name.
IMPORTANTWhile the Reindex Table job is running, the NICE Perform Database Suite does not archive new calls. Read the following section carefully.
IMPORTANTIt is recommended to run the Reindex Table job once every week. To run the job less often will have adverse effects on your system’s performance; you should not define the job to run less than once a month.
If your site is in continuous use with no opportunity to run the Reindex Table job, contact NICE Systems Customer Services.
NOTE: The running time of the Reindex Table job depends on both the size and amount of activity on the site, and therefore varies from site to site.
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Language Settings
Language SettingsAll NICE Perform servers must run on an English-language operating system. Workstations (clients) may run on an English-language operating system or on any localized language approved by NICE Systems.
Microsoft SQL Server 2005 Analysis ServicesIf you want to use NICE Perform’s Analytics feature, you must first enable the SQL Server 2005 Analysis Services. You can enable the SQL Analysis Services while installing SQL Server 2005 using either the NICE SQL Auto Setup 2005 or the standard manual installation. For full details refer to the Microsoft SQL 2005 for NICE Perform Guide.
In addition, you can also enable the SQL Analysis Services by defining the Start Mode of the SQL Server Analysis Services service as Automatic (see Appendix D, Analysis Services Definitions on page 75).
Only after enabling the SQL Analysis Services can you install the nice_as_text_analysis database on the SQL Analysis Services.
nice_as_text_analysis Multidimensional Database
The nice_as_text_analysis database is installed on the SQL Server 2005 Analysis Services and is used in conjunction with the NICE Perform ClearSight application. The cube in the nice_as_text_analysis database provides analytic capabilities for ClearSight. You install the nice_as_text_analysis database on the Data Mart Server.
Data Mart Server
To improve system performance, especially in systems with very large databases, you install the nice_as_text_analysis database together with the nice_dw database and the nice_reporter database on a dedicated server, called the Data Mart Server.
Therefore, in sites that include both the Database Server and the Data Mart Server, you must run the NICE SQL Auto Setup 2005 twice, once on the Database Server, and once on the Data Mart Server. However, you enable Analysis Services only on the Data Mart Server; the nice_as_text_analysis database is the only database that runs on the SQL Server 2005 Analysis Services.
NOTE: The nice_as_text_analysis database is the only database in the NICE Perform Database Suite that is a multidimensional database; all other databases are relational databases.
IMPORTANT You must install the nice_as_text_analysis database on the same computer that you installed the nice_dw and nice_reporter databases.
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Workflow
WorkflowUse the following workflow to install and configure the NICE Perform databases:
Install Microsoft SQL Server 2005
Procedure Refer to...
Install NICE Perform Database Suite
Install nice_as_text_analysis Database(for NICE Perform Analytics only)
Install NICE Perform Application Suite
See Microsoft SQL Server 2005 Guide for NICE Perform
See Chapter 2, Installing the NICE Perform Database Suite on page 25
See Chapter 3, Installing the nice_as_text_analysis Database
on page 37
See Chapter 4, Configuring the NICE Perform Database Suite on page 45
See Chapter 5, Configuring the nice_as_text_analysis Database
on page 51
See NICE Perform Application Suite Installation Guide
Configure NICE Perform Database Suite
Configure nice_as_text_analysis Database
(for NICE Perform Analytics only)
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Chapter 2: Installing the NICE Perform Database Suite
NICE Perform® Release 3: NICE Perform Databases Installation Guide
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2
Installing the NICE Perform Database Suite
This chapter describes the procedures for installing the NICE Perform Database Suite on the NICE Perform Database Server.
Contents
About the NICE Perform Database Suite......................................................................26
Installing the NICE Perform Database Suite Software ................................................27
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NICE Perform® Release 3: NICE Perform Databases Installation Guide
About the NICE Perform Database Suite
About the NICE Perform Database SuiteThe NICE Perform Database Suite installation program installs the databases required in all configurations of NICE Perform Release 3:
The NICE Perform Database Suite installation program installs the following five mandatory databases required in all configurations of NICE Perform Release 3:
• nice_admin
• nice_audit
• nice_ca
• nice_interactions
• nice_rule
In addition, you use the NICE Perform Database Suite installation program to install the databases of the following optional components:
• nice-crypto
• nice_cti_analysis
• nice_dw
• nice_ib
• nice_pbs_data
• nice_qa
• nice_reporter
• nice_screen_sense
• nice_storage_center
NOTE: For a description of each of the above databases, see Database Names and Descriptions on page 10.
IMPORTANTThe nice_as_text_analysis database is not part of the NICE Perform Database Suite; it is installed separately. To install the nice_as_text_analysis database, see Chapter 3, Installing the nice_as_text_analysis Database on page 37
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NICE Perform® Release 3: NICE Perform Databases Installation Guide
Installing the NICE Perform Database Suite Software
Installing the NICE Perform Database Suite SoftwareYou install the NICE Perform Database Suite software directly from the NICE Perform Database Suite Installation CD.
To install the NICE Perform Database Suite:
1. Insert the NICE Perform Database Suite Installation CD in the CD-ROM drive.
2. Navigate to and double-click DBSetup.msi.
The NICE Perform Database Suite Setup Wizard starts.Figure 2-1 NICE Perform Database Suite Welcome Window
3. Click Next.
The Select Installation Folder window appears.
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Installing the NICE Perform Database Suite Software
Figure 2-2 Select Installation Folder window
4. It is recommended to install the database on the D:\ drive; in the Folder field, change the drive to D:\. If you want to install the database in any other folder, click Browse, and navigate to the desired folder.
Under Install NICE Database Suite..., select Everyone.
5. Click Next.
The Confirm Installation window appears.
6. Click Next.
The installation program installs the files.
7. Upon completion, the Database Type Installation window appears.Figure 2-3 Database Type Installation Window
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Installing the NICE Perform Database Suite Software
8. Select SQL Relational Databases, and click OK.
The SQL Server Connection Properties window appears.Figure 2-4 SQL Server Connection Properties Window
9. Select either Windows (NT) Authentication or SQL Server Authentication.
10. If you selected Windows (NT) Authentication, the Connect Using fields are disabled. Click Next and continue with step 13.
11. If you selected SQL Server Authentication, the default SQL instance appears in the Server field. If you want to connect to an instance other than the default instance, type the instance name in the Server field.
12. Type your password in the Password field, and click Next.
13. The SQL Server Connection Properties window appears.
NOTE: To define an SQL instance other than the default instance, use either the local host or the local server name using the following syntax:(name)\nnnnin which “nnnn” is the instance name.
NOTE: By default, the sa User password is blank. It is highly recommended to define a unique sa User password for your site. However, if you did not define a unique sa User password, leave the Password field blank.
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Installing the NICE Perform Database Suite Software
Figure 2-5 SQL Server Connection Properties Window
14. Select either SQL Authentication or NT Authentication.
15. If you selected SQL Authentication, the Accounts and Domain fields are disabled. Click Next and continue with step 18.
16. If you selected NT Authentication, enter the following information (for more details regarding NT Authentication, see Verifying Windows NT Authentication Configurations on page 12):
17. Click Next.
18. The NICE Applications Environment window appears.
User Account The name of the NT User on the Database Server for whom you assigned “Log On As” privileges for the Nice Services.
User Domain The name of the domain on the Database Server to which the User, for whom you assigned “Log On As” privileges for the Nice Services, belongs.
System Admin Account
The name of the NT User on the Application Server for whom you assigned “Log On As” privileges for the SQL System Administrator (sysadmin) role.
System Admin Domain
The name of the domain on the Application Server to which the User, for whom you assigned “Log On As” privileges for the SQL SQL System Administrator (sysadmin) role, belongs.
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Figure 2-6 NICE Applications Environment Window
19. From Choose the Environment drop-down list, choose one of the following:
20. Click OK.
The Database Properties window appears.
Call Center Installs databases necessary for Contact Center (Enterprise) configurations.
FTF Installs databases necessary for Financial Trading Floor (Compliance Suite) configurations.
Hybrid Installs databases necessary for both Contact Center (Enterprise) and Financial Trading Floor (Compliance Suite) configurations.
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Figure 2-7 Database Properties Window
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21. In the Is this a multi-site system installation, select either No or Yes.
22. If you selected Yes, the Site type field becomes enabled.
Select either Master or Secondary.
23. The default path to the SQL Database appears in the Data Files Location and the Log Files Location fields. If you installed your SQL database in any other location, enter the path to the relevant folder in the Data Files Location and the Log Files Location fields respectively.Verify that the databases you want to install are marked in the Database column.
24. The Database Suite installation program provides the Size Calculator utility that automatically defines the optimum size for both the data file and the log file for each of the following databases:
• nice_interactions
• nice_ca
• nice_cti_analysis
25. If you want to use the Size Calculator utility, continue with steps 26 to 28. If you want to modify the data size or the log size of any of these three or any other databases manually, continue with step 30.
If you do not want to change the size of any of the databases, continue with step 33.
26. To define the optimum size of the nice_interactions, nice_ca, and/or the nice_cti_analysis databases, in the Database Properties window, click the Calculate button (see Figure 2-7).
The Databases Size Calculator window appears.
IMPORTANTIf you install the Data Mart on a dedicated server, you must install the nice_dw and nice_reporter databases together with the nice_as_text_analysis database on the dedicated Data Mart Server. Therefore you run the NICE Perform Database Suite Setup three times:
• First time to install the NICE Perform Database Suite on the Database Server.
• Second time to install the nice_dw and nice_reporter databases on the Data Mart Server.
• Third time to install the nice_as_text_analysis database on the Data Mart Server, as explained in the next chapter (Installing the nice_as_text_analysis Database on page 37).
FOR ALL OTHER CONFIGURATIONS, YOU MUST INSTALL ALL THE DATABASES ON THE DATABASE SERVER.
NOTE: If you have installed an earlier version of the NICE Perform Database Suite, the installation program automatically detects the existing version and Upgrade appears instead of Install in the Action column (see Figure 2-7 above). It is recommended to upgrade the databases to the new version. However, if you do not want to upgrade one or more databases, unmark the corresponding checkbox.
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Figure 2-8 Databases Size Calculator Window
27. In the Calls Per Day field, choose the average number of calls you expect your site to handle each day.
In the Number of Agents field, choose the number of agents located at your site.
In the Retention Months field, choose the number of months you want to retain the data in your database.
28. Click OK.
The Database Properties window reappears with the databases automatically defined according to their optimum size.
29. If you want to manually modify the data size or the log size of any other databases, continue with step 30. Otherwise, continue with step 33.
30. To change the size of the data file or the log file for any of the databases, in the Database Properties window, click the Modify Size button (see Figure 2-7 on page 32).
The Modify Size window appears.Figure 2-9 Modify Size Window
NOTE: The utility automatically defines the size of the SQL Log file as 20% of the size of the SQL Data file.
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31. Enter the desired data and/or log size for the selected database.
32. Click OK.
The Database Properties window reappears.
33. Click Next.
The Installation Progress window appears.Figure 2-10 Installation Progress Window
34. Click Install.
The installation program installs the selected databases on the Database Server.
35. Upon completion, the Installation Complete window appears.
NOTE: NICE Systems strongly recommends that you define the size of the SQL log file as 20% of the size of the SQL data file.
NOTE: Small databases usually take 10 to 15 minutes to install; large databases could take several hours.
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Figure 2-11 Installation Complete Window
36. Click Close to complete the database installation.
TIP: After completing the installation, it is recommended to verify that all the databases you marked in the Databases Properties window (see Figure 2-7 on page 32) appear in the database list in the SQL Server Management Studio.
IMPORTANTIf, for any reason, it should be necessary to uninstall any or all of the databases in the NICE Perform Database Suite from the Database Server, use only the uninstall procedures described in Appendix A, Uninstalling the NICE Perform Database Suite Databases on page 57.
Chapter 3: Installing the nice_as_text_analysis Database
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Installing the nice_as_text_analysis Database
This chapter describes the procedures for installing the nice_as_text_analysis database.
Contents
About the nice_as_text_analysis Database .................................................................38
Installing the nice_as_text_analysis Database............................................................38
NOTE: For full details pertaining to interaction analytics installation and configurations, the Interaction Analytics Installation Guide.
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About the nice_as_text_analysis Database
About the nice_as_text_analysis DatabaseThe nice_as_text_analysis database is installed on the SQL Server 2005 Analysis Services and is used in conjunction with the NICE Perform ClearSight application. To improve system performance, especially in systems with very large databases, you install the nice_as_text_analysis database together with the nice_dw database and the nice_reporter database on a dedicated server, called the Data Mart Server.
Therefore, in sites that include both the Database Server and the Data Mart Server, you must run the NICE SQL Auto Setup 2005 twice, once on the Database Server, and once on the Data Mart Server. However, you enable Analysis Services only on the Data Mart Server; the nice_as_text_analysis database is the only database that runs on the SQL Server 2005 Analysis Services.
Installing the nice_as_text_analysis DatabaseYou install the nice_as_text_analysis database directly from the NICE Perform Database Suite Installation CD.
To install the nice_as_text_analysis database:
1. Insert the NICE Perform Database Suite Installation CD in the CD-ROM drive.
2. Navigate to and double-click DBSetup.msi.
The NICE Perform Database Suite Setup Wizard starts.
IMPORTANT You must install the nice_as_text_analysis database on the same computer that you installed the nice_dw and nice_reporter databases.
NOTE: The nice_as_text_analysis database uses only Windows NT authentication. For more details, see Verifying Windows NT Authentication Configurations on page 12.
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Figure 3-1 NICE Perform Database Suite Welcome Window
3. Select Repair NICE Database Suite and click Finish.
The Database Type Installation window appears.Figure 3-2 Database Type Installation Window
4. Select Multidimensional Databases.
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Figure 3-3 Database Type Installation Window
5. Click OK.
The Database Details window appears.Figure 3-4 Database Details Window
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6. If you are using a Domain environment, type the following information in the Account Definition area:
Continue with step 8.
7. If you are not using a Domain environment, type the following information in the Account Definition area:
8. Verify that the Computer name appears in the DM Name field in Data Mart Location area.
9. Under Databases, mark the nice_as_text_analysis database.
10. Click Next.
The Installation Progress window appears.Figure 3-5 Installation Progress Window
Account The name of the NT User on the Data Mart Server for whom you defined “Log On As” privileges for the SQL Server Analysis Services.
Domain The name of the domain on the Data Mart Server to which the User, for whom you defined “Log On As” privileges for the SQL Server Analysis Services, belongs.
NOTE: The nice_as_text_analysis database uses only Windows NT authentication. For more details, see Verifying Windows NT Authentication Configurations on page 12.
Account The name of the Local System Administrator account of the Windows operating system.
Domain The name of the Data Mart Server.
IMPORTANT The nice_as_text_analysis database does not support multi instances.
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11. Click Install.
The installation program installs the nice_as_text_analysis database on the Data Mart Server.
12. Upon completion, the Installation Complete window appears. Figure 3-6 Installation Complete Window
13. Click Close to complete the database installation.
TIP: After completing the installation, it is recommended to verify that the nice_as_text_analysis database appears in the database list in the SQL Server Management Studio under Microsoft Analysis Server > Databases, as in Figure 3-7 below.
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Figure 3-7 Microsoft SQL Server Management Studio
IMPORTANTIf, for any reason, it should be necessary to uninstall the nice_as_text_analysis database, use only the uninstall procedures described in Appendix B, Uninstalling the nice_as_text_analysis Database on page 63.
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Configuring the NICE Perform Database Suite
After you install the NICE Perform databases, you install the NICE Perform Applications Suite, as described in the NICE Perform Applications Suite Installation Guide. You must then configure those databases in the NICE Perform System Administrator, which is part of the Applications Suite. This chapter describes the basic configuration procedures for the NICE Perform Database Suite; for full database customizations and management, refer to the NICE Perform System Administrator’s Guide.
If your site uses NICE Perform’s Analytics feature, you must also configure the nice_as_text_analysis database. For details see Chapter 5, Configuring the nice_as_text_analysis Database on page 51.
Contents
Configuring the NICE Perform Database Suite in the System Administrator...........46Creating Links Between the Databases .....................................................................49
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Configuring the NICE Perform Database Suite in the System Administrator
After installing the NICE Perform Database Suite, you install the NICE Perform Applications Suite.
Since all data and definitions relating to NICE Perform components are saved in the databases, you must configure the NICE Perform Database Suite in the System Administrator before you configure any of the components.
Information required for each Database Server in this procedure:
• The host name of the computer on which the Database Server is installed.
• The NICE Perform databases that are installed on that server.
• A meaningful Database Server name. This name is used only within the NICE Perform Applications.
To define the Database Server:
1. Open the System Administrator, as follows:
a. Log in to the NICE Perform Applications Suite.
b. From the Accessories menu, choose System Administrator. Figure 4-1 Accessories Menu
The System Administrator appears with a list of NICE components under the Site branch in the Organization tree.
To add components in the System Administrator, you must work in Technician Mode.
2. In the Organization Tree, select the Organization branch. Then mark Technician Mode and
click Save .Figure 4-2 Organization Branch
3. In the Organization tree, select the Database Servers branch.
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Figure 4-3 System Administrator, Database Servers Branch
4. From the Actions menu, choose New Database Server. The Add Database Server Wizard starts. Figure 4-4 SQL Server Add Wizard
5. Type the Database Server Name and the Host Name of the computer where it is installed.
6. For environments with SQL authentication, in the Security Settings area, type the nice sa password and the nice password of the SQL server.
-or-
For environments with NT authentication, the Windows Login ID is used. You do not have to supply a password.
7. Click .
The General tab of the Database Server details appears.
For NT authentication,the Security Settings areais disabled
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Figure 4-5 General Tab
8. Mark the databases that reside on this server.
9. Click Save .
10. Repeat this procedure for each Database Server.
11. There must be a link between the nice_interactions database and all other databases. Databases that reside on the same SQL instance as the nice_interactions database do not require a separate link. If you have more than one database server, or if all the databases do not reside on the same instance as the nice_interactions database, you must now create links between the Interaction database and all other databases. To create links, continue with Creating Links Between the Databases on page 49.
TIP: Select a database and its size appears in the Database Size area.
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Creating Links Between the Databases
The nice_interactions database must have direct access to all databases in your system. Links must be created to all databases that do not reside on the same database server as the Interactions database.
To create links between databases:
1. In the Organization tree, select the Database Server that includes the Interaction database and click the Links tab. The Linked Servers appear.Figure 4-6 System Administrator - Database Server, Links Tab
2. For each database that does not reside on the same server as the nice_interactions database, do the following:
a. Click . The SQL Server Link window appears. Figure 4-7 SQL Server Link Window
b. Select the database’s Link Name and SQL Server. Then click .
c. Repeat Step 2 for each database that needs to be linked.
3. Click Save .
NOTE: The Links tab is active for the nice_interactions database only.
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Configuring the nice_as_text_analysis Database
After installing the nice_as_text_analysis database, you must configure it in the NICE Perform System Administrator.
Contents
Configuring the nice_as_text_analysis Database in the System Administrator ......52
NOTE: Before configuring the nice_as_text_analysis database, you must first set up and configure the Data Mart in the NICE Perform System Administrator. For full details see the Reporter and Data Mart Installation Guide.
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Configuring the nice_as_text_analysis Database in the System Administrator
If you want to use NICE Perform’s Analytics feature, you must first do the following:
• Enable the SQL Analysis Services. You enable the SQL Analysis Services when you install SQL Server 2005 using either the NICE SQL Auto Setup or the standard Microsoft manual installation. You can also enable SQL Analysis Services after installing the SQL Server by defining the SQL Analysis Services as a service. For details, refer to Microsoft SQL Server 2005 for NICE Perform.
• Install the nice_as_text_analysis database. The nice_as_text_analysis database is installed on the SQL Server 2005 Analysis Services and is used in conjunction with the NICE Perform ClearSight application. The nice_as_text_analysis database uses cubes to provide analytic capabilities for ClearSight. You install the nice_as_text_analysis database on the Data Mart Server.
To configure Analysis Services:
1. Open the System Administrator, as follows:
a. Log in to the NICE Perform Applications Suite.
b. From the Accessories menu, choose System Administrator.
The System Administrator appears with a list of NICE components under the Site branch in the Organization tree.
To add components in the System Administrator, you must work in Technician Mode.
2. Set the System Administrator to Technician Mode:
a. In the Organization Tree, select the Organization branch.
b. Mark Technician Mode and click Save .
NOTE: • You can install only one Analysis Services database on one Data Mart Server.
• The nice_as_text_analysis database is the only database in the NICE Perform Database Suite that is a multidimensional database; all other databases are relational databases.
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3. In the Organization Tree, choose Master Site > Data Marts.Figure 5-1 System Administrator - Organization Tree
4. Choose your Data Mart Server, and in the right-click menu choose Add Analysis Server.Figure 5-2 Right-click Menu
The New Analysis Server Wizard appears.Figure 5-3 New Analysis Server Wizard
5. Enter the following information:
a. In the Analysis Server Name field, type a name for your Analysis Services.
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b. In the Analysis Server Location field, type the Data Mart Server name or the Data Mart Server IP address.
6. Click OK.
The Analysis Server Identity window appears displaying the new Analysis Services database.Figure 5-4 System Administrator - General Tab
7. The Cubes area appears empty. It will remain empty until the first time the Analysis Services cubes are populated. The Last Process Data column lists the last time the Analysis Services cubes were populated.
8. Click the Monitor tab.
NOTE: You can change the Analysis Server name or location at any time.
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Figure 5-5 System Administrator - Monitor Tab
9. The SQL Jobs area lists the name(s) of the SQL job(s) that populate/repopulate the Analysis Services cubes.
The functions of the buttons located in the SQL Jobs area are as follows:
10. The SQL Job History area displays a list of the jobs that were previously run.
11. To define or change the schedule of an SQL job, select the SQL job in the SQL Jobs area, and click the Schedule button.
The Edit Schedule window appears.
Button Name Function
Refresh button Refreshes the display of the Monitor window.
Disable button Disables/enables the selected SQL job.
Run button Starts the selected SQL job.
Stop button Stops the selected SQL job.
Schedule button Enables you to define schedules for the selected SQL job (see step 11 for details).
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Figure 5-6 Edit Schedule Window
12. Make the desired changes and click OK.
NOTE: By default, the SQL job is scheduled to run every 24 hours at 2:00 in the morning.
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A
Uninstalling the NICE Perform Database Suite Databases
This Appendix describes the procedures for uninstalling the contents and/or one or more of the NICE Perform Database Suite databases. To uninstall the nice_as_text_analysis database, see Appendix B, Uninstalling the nice_as_text_analysis Database on page 63.
For installation procedures, refer to Chapter 2, Installing the NICE Perform Database Suite on page 25.
To uninstall NICE Perform Database Suite database(s):
1. In the Start menu, choose Settings > Control Panel > Add/Remove Programs.
The Add/Remove Programs window appears.
WARNINGWhen you uninstall one or more of the databases, you lose all data archived in that database (see Warning on page 59).
IMPORTANTThe uninstall program allows you to delete either the data or the entire database of one or more NICE Perform databases. However, in order to maintain database integrity, it is highly recommended to always uninstall all NICE Perform databases.
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Figure A-1 Add/Remove Programs Window
2. Choose NICE Database Suite, and click the Remove button.
The Add/Remove Programs - Confirmation window appears.Figure A-2 Add/Remove Programs - Confirmation Window
3. Click Yes.
The NICE Database Suite - Uninstall Type window appears.
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Figure A-3 NICE Database Suite - Uninstall Type Window
4. If you want to remove the contents of the database and the database itself, select Complete removal of NICE Databases.
If you want to remove only the contents of the selected database, but not the database itself, select non-removal of NICE Databases.
5. Click Next.
The Database Type window appears.Figure A-4 Database Type Window
NOTE: The option you select in the above window will affect only the database(s) you mark to delete in the Database Properties window (see Figure A-6 and step 12 on page 61).
WARNINGWhen you select Complete removal of NICE Databases, the uninstall program deletes the contents of the selected database and the actual database itself. If you want to delete only the contents of the selected database, but leave the database itself intact, you must select non-removal of NICE Databases.
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6. To delete one or more databases from the NICE Perform Database Suite, select SQL Relational Databases. If you want to delete the nice_as_text_analysis database only, see Uninstalling the nice_as_text_analysis Database on page 63.
7. Click OK.
The SQL Server Connection Properties window appears.Figure A-5 SQL Server Connection Properties Window
8. Select either Windows (NT) Authentication or SQL Server Authentication.
9. If you selected Windows (NT) Authentication, the Connect Using fields are disabled. Click Next.
10. If you selected SQL Server Authentication, the default SQL instance appears in the Server field. If you want to connect to an instance other than the default instance, type the instance name in the Server field.
11. Type your password in the Password field, and click Next.
The Databases Properties window appears.
NOTE: If you did not define a unique sa User password, leave the Password field blank.
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Figure A-6 Databases Properties Window
12. Mark the database(s) you want to uninstall and click Next.
If any of the processes connected to the database(s) you marked to delete are running, the Running Processes window appears (see Figure A-7 and step 13). If there are no running processes, the uninstall program continues with step 15.Figure A-7 Running Processes Window
List of Applications Currently Connected to the Selected Database
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13. The Running Processes window lists applications currently connected to the selected database, as in Figure A-7 above. You must disconnect all applications that appear in the Running Processes window before running the uninstall program.
To disconnect an connected application, select the application and click the Kill Connection button.
14. Click Next.
15. The Uninstall Progress window appears.Figure A-8 Uninstall Progress Window
16. Click Uninstall.
The uninstall program deletes the selected database(s).
17. Upon completion, the Successfully Completed window appears. Click OK.
WARNINGIf you run the uninstall program while an application is connected to the selected database(s), the uninstall program will not completely uninstall the database(s); you must then find and delete the remaining components manually.
NOTE: It is recommended to verify that all the NICE Perform databases were deleted from the SQL Server. If any databases were not deleted, remove them manually.
Appendix B: Uninstalling the nice_as_text_analysis Database
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Uninstalling the nice_as_text_analysis Database
This Appendix describes the procedures for uninstalling the nice_as_text_analysis multidimensional database. For installation procedures, refer to Chapter 3, Installing the nice_as_text_analysis Database on page 37).
To uninstall the nice_as_text_analysis database:
1. In the Start menu, choose Settings > Control Panel > Add/Remove Programs.
The Add/Remove Programs window appears.Figure B-1 Add/Remove Programs Window
2. Choose NICE Database Suite, and click the Remove button.
The Add/Remove Programs - Confirmation window appears.
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Figure B-2 Add/Remove Programs - Confirmation Window
3. Click Yes.
The NICE Database Suite - Uninstall Type window appears.Figure B-3 NICE Database Suite - Uninstall Type Window
4. If you want to remove the contents of the database and the database itself, select Complete removal of NICE Databases.
If you want to remove only the contents of the selected database, but not the database itself, select non-removal of NICE Databases.
5. Click Next.
The Database Type Installation window appears.
WARNINGWhen you select Complete removal of NICE Databases, the uninstall program deletes the contents of the selected database and the actual database itself. If you want to delete only the contents of the selected database, but leave the database itself intact, you must select non-removal of NICE Databases.
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Figure B-4 Database Type Installation Window
6. Select Multidimensional Databases.Figure B-5 Database Type Installation Window
7. Click OK.
The Database Properties window appears.
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Figure B-6 Database Properties Window
8. Mark the nice_as_text_analysis database and click Next.
If any of the processes connected to the database(s) you marked to delete are running, the Running Processes window appears (see Figure B-7 and step 9). If there are no running processes, the uninstall program continues with step 11.Figure B-7 Running Processes Window
9. The Running Processes window lists applications currently connected to the selected database. You must disconnect all applications that appear in the Running Processes window before running the uninstall program.
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To disconnect a connected application, select the application and click the Kill Connection button.
10. Click Next.
11. The Uninstall Progress window appears.Figure B-8 Uninstall Progress Window
12. Click Uninstall.
The uninstall program deletes the nice_as_text_analysis database.
13. Upon completion, the Successfully Completed window appears. Click OK.
WARNINGIf you run the uninstall program while an application is connected to the selected database(s), the uninstall program will not completely uninstall the database(s); you must then find and delete the remaining components manually.
TIP: After uninstalling the nice_as_text_analysis database, it is recommended to verify that it no longer appears in the database list in the SQL Server Management Studio under Microsoft Analysis Server > Databases, as in Figure B-9 below.
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Figure B-9 Microsoft SQL Server Management Studio
Appendix C: Using the NICE Database Utilities
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C
Using the NICE Database Utilities
NICE Systems offers two helpful database utilities, the DBAgnose Utility and the DBSpace Utility. The DBAgnose Utility verifies that the SQL Server is properly configured. The DBSpace Utility ensures that your system has sufficient free space.
Contents
Running the DBAgnose Utility ......................................................................................70
Running the DBSpace Utility .........................................................................................72
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Running the DBAgnose Utility
Running the DBAgnose UtilityThe DBAgnose utility checks your SQL Server configurations on the NICE Perform Database Server. By running the DBAgnose utility you ensure that the SQL Server is configured properly.
To run the DBAgnose utility:
1. Copy the DBAgnose utility from the NICE Perform Applications Server to any convenient location on the NICE Perform Database Server.
2. On the NICE Database Server, open the Nice DBAgnose folder you just copied and double-click Nice DBAgnose.exe.
The Nice DBAgnose window appears.Figure C-1 Nice DBAgnose Window
3. In the SQL Server field, type the SQL Server name or the IP Address.
In the Login name and Password fields, type your SQL Server Login name and the SQL Server password.
IMPORTANTYou must run the DBAgnose utility locally. Therefore, before running the DBAgnose utility, you must copy it to the NICE Perform Database Server.
NOTE: By default, the sa Login password is blank. It is highly recommended to define a unique sa Login password for your site. However, if you did not define a unique sa Login password, leave the Password field blank.
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Running the DBAgnose Utility
4. Click the Diagnose button.
The DBAgnose utility checks the SQL Server configurations.Figure C-2 Nice DBAgnose Window
5. The DBAgnose utility displays the status of each SQL Server configuration.
IMPORTANTSome of the displayed configurations may not be applicable to the database migration, and you may be able to successfully conclude the migration procedures despite some Warning or even Error messages. For details or assistance contact NICE Systems Customer Services.
NOTE: You can save the results by clicking the Save Results button. You can then print them out or email them to NICE Systems Customer Services.
TIP: For a detailed description of each configuration, place your cursor at the beginning of the row; a pop-up window appears displaying the details of that configuration.
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Running the DBSpace Utility
Running the DBSpace UtilityThe DBSpace utility verifies that the free space on your database is sufficient to successfully complete the database migration. To ensure that the migration procedures are successful, run the DBSpace utility.
To run the DBSpace utility:
1. Copy the DBSpace utility from the NICE Perform Applications Server to any convenient location on the NICE Perform Database Server.
2. Open the Nice DBspace.zip file, and then double-click Nice DBspace.exe.
The Nice DBSpace window appears.
IMPORTANTYou must run the DBSpace utility locally. Therefore, before running the DBSpace utility, you must copy it to the NICE Perform Database Server.
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Running the DBSpace Utility
Figure C-3 Nice DBSpace Window
3. In the SQL Server Connection area, do the following:
a. In the Server field, choose the SQL Server.
b. If you defined a unique login and password, type them in the Login and Password fields.
4. Click the Connect button.
The Status area is populated.
5. In the Data/Log tab, select either Data to see the status of the SQL Server data files or Log to see the status of the SQL Server log files.
SQL Server Connection
Area
Low Space Databases
Area
Drive Status Area
Databases Status Area
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Running the DBSpace Utility
The DBSpace utility displays the following:Table C-1:
Area StatusLow Space Databases Lists all databases in which the amount of free space
is less than 10%, and the percentage of the remaining free space.
Drive Status Area Displays the amount of used space (displayed in blue) and free space (displayed in green) on the drive on which either the Data files or the Log files are located.
Databases Status Area Displays the amount of used space (displayed in blue) and free space (displayed in green) in each database in the NICE Perform Database Suite. The status of each database is displayed both as a table and a graph.TIP: Use the scroll bar under the table to display the portion of the table not visible.
NOTE: The DBSpace utility does not display the status of the databases in real time. To refresh the display, click the Connect button.
Appendix D: Analysis Services Definitions
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D
Analysis Services Definitions
This appendix includes the following Analysis Services definitions:
Contents
Defining the SQL Server Analysis Services Service...................................................76
Defining the Local System Account .............................................................................77
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Defining the SQL Server Analysis Services Service
Defining the SQL Server Analysis Services ServiceIf you did not mark the Use Analysis Services checkbox during installation, you must define the SQL Server Analysis Services service.
To define the SQL Server Analysis Services service:
1. In the Computer Management, navigate to Computer Management > Services and Applications > SQL Server Configuration Manager > SQL Server 2005 Services, and choose SQL Server Analysis Services (MSSQLSERVER).
Figure D-1 Computer Management Window
2. In the Start Mode column, change the start up from Manual to Automatic.
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Defining the Local System Account
Defining the Local System AccountWhen you mark the Use Analysis Services checkbox in the SQL 2005 Configuration - General Parameters window in the NICE Systems SQL Auto Setup 2005, the NICE SQL Auto Setup automatically configures the Analysis Services to run under a local administrator account. This enables the SQL Server to recognize the Analysis Services as a system administrator.
In addition, if you set the Analysis Services logon to be the Local System Account, this also enables the SQL Server to recognize the Analysis Services as a system administrator.
If for any reason, the logon account of the Analysis Services is not a local administrator, you must define reading privileges for the nice_dw database on the Data Mart Server.
Blank page for double-sided printing.
Appendix E: Creating Domain Users and Assigning Privileges
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E
Creating Domain Users and Assigning Privileges
Before installing the NICE Perform Database Suite, you must first create two Domain Users, one for NICE Services and one for SQL Services.
This appendix describes how to create the Domain Users and assign the necessary privileges.
Contents
Setting up a Domain User on the Active Directory......................................................80
Setting up the Domain User on the Domain Client Computer....................................87
Verifying NT Authentication Security Settings ............................................................91
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Setting up a Domain User on the Active Directory
Setting up a Domain User on the Active Directory
First, you set up Domain Users for the NICE Services and for the SQL Services in the Active Directory. There are two steps:
• Creating a Domain User on the Active Directory (see page 80)
• Assigning Privileges to the Domain User on the Active Directory (see page 83)
Creating a Domain User on the Active Directory
To begin, you create a Domain User for the NICE Services.
To create a Domain User:
1. In the Control Panel, choose Administrative Tools and double-click Active Directory Users and Computers.
2. Under Active Directory Users and Computers, choose the domain in which you want to create the Domain User, and choose Users.
IMPORTANT Since you create two Domain Users, you must perform the procedures in this section twice, once for NICE Services and once for SQL Services.
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Setting up a Domain User on the Active Directory
Figure E-1 Active Directory Users and Computers Window
3. In the right-click menu choose New > User.
The New Object - User Name window appears.Figure E-2 New Object - User Name Window
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Setting up a Domain User on the Active Directory
4. Type the First and Last names in the respective fields.
In the User Logon Name field, define the Logon Name for this User.
5. Click Next.
The New Object - User Password window appears.Figure E-3 New Object - User Password Window
6. Type and confirm a password for this User.
Mark User cannot change password and Password never expires. DO NOT mark the other two options.
7. Click Next.
The New Object - Finished window appears.
NOTE: The First Name field is required; the Last Name field is optional.
NOTE: It is recommended to use a strong and restricted password.
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Setting up a Domain User on the Active Directory
Figure E-4 New Object - Finished Window
8. Click Finish.
The User you defined appears in the list of users.
Assigning Privileges to the Domain User on the Active Directory
After creating the User on the Active Directory, you assign the necessary privileges to that User.
To assign privileges to the Domain User:
1. In the Control Panel, choose Administrative Tools and double-click Domain Security Policy.
The Default Domain Security Settings window appears.
2. Under Security Settings, choose Local Policies > User Rights Assignment.
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Setting up a Domain User on the Active Directory
Figure E-5 Default Domain Security Settings Window
3. Double-click the Log on as a service policy.
The Log on as a Service Properties window appears.
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Setting up a Domain User on the Active Directory
Figure E-6 Log on as a Service Properties Window
4. Verify that the Define These Policy Settings checkbox is marked, and click the Add User or Group button.
The Add User or Group window appears.Figure E-7 Add User or Group Window
5. Click the Browse button.
The Select Users, Computers, or Groups window appears.
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Setting up a Domain User on the Active Directory
Figure E-8 Select Users, Computers, or Groups Window
6. In the Enter the Object Names to Select field, type the name of the User for whom you want to assign this privilege.
7. Click the Check Names button.
The program automatically checks the validity of the User name you entered. If the name is valid, it appears in the Enter the Object Names to Select field.
8. Click OK.
The program attaches the User to the Domain and the Log on as a Service Properties window reappears.
9. Click Apply, and then click OK.
10. Repeat steps 3 to 9 for the Log on as a batch job policy.
11. In addition, for the Domain User of the SQL Services when using Windows NT Authentication, you must also repeat steps 3 to 9 for the following policies:
• Act as part of the operating system
• Create a token object
• Manage auditing and security log
• Replace a process level token
NOTE: Perform the following procedure (step 11) only when you assign privileges for the Domain User for the SQL services and that user uses Windows NT Authentication. Do not perform this procedure when assigning privileges for the Domain User for the NICE services.
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Setting up the Domain User on the Domain Client Computer
Setting up the Domain User on the Domain Client Computer
After you have created the two Domain Users on the Active Directory and applied the necessary privileges, you must set them up on the Domain Client Computer. There are two steps:
• Assigning Privileges to the Domain User on the Domain Client Computer (see page 87)
• Updating Privileges of the Domain User on the Domain Client Computer (see page 89)
Assigning Privileges to the Domain User on the Domain Client Computer
To begin, assign privileges for the Domain User for the NICE Services.
To assign privileges to the Domain User:
1. In the Control Panel, choose Administrative Tools > Computer Management.
2. Under System Tools, choose Local Users and Groups > Groups.Figure E-9 Computer Management Window
3. Double-click Administrators.
IMPORTANT You must also perform the procedures in this section twice, once for NICE Services and once for SQL Services.
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Setting up the Domain User on the Domain Client Computer
The Administrators Properties window appears.Figure E-10 Administrators Properties Window
4. Click the Add button.
The Select Users, Computers, or Groups window appears.Figure E-11 Select Users, Computers, or Groups Window
5. In the Enter the Object Names to Select field, type the name of the User for whom you want to assign this privilege.
6. Click the Check Names button.
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Setting up the Domain User on the Domain Client Computer
The program automatically checks the validity of the User name you entered. If the name is valid, it appears in the Enter the Object Names to Select field.
7. Click OK.
The program attaches the User to the Domain as the Administrators Properties window reappears.
8. Click Apply, and then click OK.
Updating Privileges of the Domain User on the Domain Client Computer
To update privileges of the Domain User:
1. In the Run window, type cmd.
The Windows\System32\cmd.exe window appears.Figure E-12 Windows\System32\cmd.exe Window
2. At the cursor, type the following, exactly as it appears in Figure E-13:
gpupdate /force
NOTE: Verify that the user appears as a fully qualified Domain name, that is, that the name appears in the following syntax:• nnnn@domain name.com, in which “nnnn” is the User Name.
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Setting up the Domain User on the Domain Client Computer
Figure E-13 Windows\System32\cmd.exe Window
3. Press Enter.
The system updates the defined privileges for the Domain User.
4. Verify that User Policy Refresh has completed and Computer Policy Refresh has completed appear in the window, as in Figure E-14.Figure E-14 Windows\System32\cmd.exe Window
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Verifying NT Authentication Security Settings
Verifying NT Authentication Security SettingsWhen using NT Authentication, it is recommended to verify that the security settings are properly and fully defined.
To verify NT Authentication security settings:
1. On the NICE Perform Application Server, open the following configuration file:
Program Files\NICE Systems\Applications\ServerBin\NiceApplications.SystemAdministrator.Host.exe.config
2. Scroll down to <ApplicationConfiguration> (see Figure E-15).
Figure E-15 NiceApplications.SystemAdministrator.Host.exe.config
3. Under <ApplicationConfiguration>, verify that the value for Integrated Security is “SSPI” for the following two strings, as is Figure E-16:
• SystemFramework.DataAccess.ConnectionString
• SystemFramework.DataAccess.MasterConnectionString
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Verifying NT Authentication Security Settings
Figure E-16 NiceApplications.SystemAdministrator.Host.exe.config
Value Must be “SSPI”
Index
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IndexA
Act as part of the operating systemdefining for the Domain User 86
Active Directoryassigning privileges to the Domain User 83creating a Domain User 80setting up Domain Users 80
Analysis Services 22defining the local system account 77defining the service 76using SQL Server Analysis Services 13
Audio Analysis 10
Ccalculating database size 21Create a token object policy
defining for the Domain User 86
Ddata files
defining size using utility 33modifying the size 34
Data Mart Server 22, 41database size
automatically defining 33calculating 21
DatabaseSizeCalculator.xls spreadsheet 21DBAgnose Utility
running 70DBSpace Utility
running 72Domain Client Computer
assigning privileges to Domain User 87setting up Domain User 87updating privileges to Domain User 89
Domain Userassigning privileges 79, 87assigning privileges on the Active Directory 83creating 79creating on Active Directory 80for NICE Services 12
for SQL Services 13setting up on Active Directory 80setting up on Domain Client Computer 87updating privileges 89
Eencryption
encryption keys 10
Iinstallations
Microsoft SQL Server 2005 15NICE Perform Database Suite 27nice_as_text_analysis database 38SNMP Service 15workflow 23
instancesmulti instances syntax 29
KKey Storage Manager application 10
Llocal system account
defining 77log files
defining size using utility 33modifying the size 34recommended size 35
Log on as a batch job policydefining for the Domain User 86
Log on as a service policydefining for the Domain User 84
MManage auditing and security log policy
defining for the Domain User 86Microsoft SQL Server 2005
Analysis Services 22instances 29, 60multi instances syntax 29setting up 15
Index
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NNICE KSM application 10NICE Perform ClearSight
use with nice_as_text_analysis database 22NICE Perform Database Server 22
automatically defining optimum size of databases 33
NICE Perform Database Suite 12calculating size of the databases 21configuring in System Administrator 46creating links between databases 49defining Domain Users 79defining Windows NT Authentication 29, 30defining Windows SQL Authentication 29, 30installing the software 27modifying size of database 34optional component databases 10required databases 10servers used for 11uninstalling 57uninstalling the nice_as_text_analysis
database 63using the Data Mart Server 22
NICE Perform System Administrator 46NICE Services
defining Domain Users 79nice_admin database
description 10nice_as_text_analysis database 22, 52
about 22, 38configuring in System Administrator 52installing 38uninstalling 63
nice_audit databasedescription 10
nice_ca databasedescription 10
nice_crypto databasedescription 10
nice_cti_analysis databasedescription 10
nice_dw databaseData Mart Server 22, 38description 10
nice_ib databasedescription 10
nice_interactions databasedescription 10
nice_pbs databasedescription 10
nice_qa databasedescription 10
nice_reporter databaseData Mart Server 22, 38description 10
nice_rule databasedescription 10
nice_screen_sense databasedescription 10
nice_storage_center databasedescription 10
NT Authenticationsee Windows NT Authentication
PPlayback Server 10
RReindex Table Job 21Replace a process level token policy
defining for the Domain User 86requirements
hardware 11software 11
Rules Manager 10
Ssa password 29, 70Size Calculator utility 33SNMP Service
installing 15SNMP Trap
defining 16SQL Authentication
defining 29, 30SQL Services
defining Domain Users 79used in NICE Perform 13
System Administrator 52configuring the NICE Perform Database
Suite 46configuring the nice_as_text_analysis
database 52
Ttechnician mode
defining 46
Vverifying NT Authentication 12
Index
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WWindows NT Authentication
defining 29, 30Domain Users 12
usage of 12verifying 12verifying security settings 91
workflow 23