Category:Directories

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Configuration of Database in HostedConsole

After the configuration of phone system(s) in HostedConsole application, now it’s time to configure the client database so

as the Center can start answering the calls. The configuration of client database can be done in 2 ways (explained below):


Local Database


A local database is one that resides on the machine where its database server executes. And this is specific to the PC

(HostedConsole Server).

How to Create a Directory

If a center wants to create a database locally (HostedConsole Server PC) then they have to create a Directory (from the tab

Directory => Directories => New Directory in HostedConsole) first by specifying the name; “Contacts” or

Contact lists” or with any other standard name. After creation of the directory (Contacts), a user is required to add

authenticated contact(s) to the directory (created). Similarly, a user can create multiple directories with different names for

multiple new contacts.


The Figure below represents two different directories named (“Contact list” and “Contacts”) created in HostedConsole.


Directory.JPG


Note: A valid License Id (issued by EVO Technology) is required for the creation of Directory(s) in

HostedConsole.

How to Create a Contact

Once the Directory (Contacts) is created; then the next step is to go on adding new contact(s) from the tab (Directory =>

Contacts => New Contact in HostedConsole) and pointing them to the respective directory(s) in HostedConsole (created

above). In the Figure below, you can notice that; a new contact is pointing to the directory named (Contacts) and two new

contacts are pointing to the different directory named (Contact list).


Contact.JPG


During the creation of new user, it is mandatory that the specific directory must be selected from (Directory drop-down in

New Contact wizard in HostedConsole) to ensure; the new contact is pointed to the corresponding directory.


Similarly, user can create multiple new contacts and simply point them to the specific or different directories (already created)

in HostedConsole.


After creation of local database successfully, user needs to login to HostedConsole by selecting the proper extension from

(Phone drop-down list). After logging into application, a user should be able to see the list of directories (already

created) opened up as new tabs on GUI by listing their respective contacts (as shown in the Figure below).


Contact1.JPG

Corporate Database

Corporate database is the data related to any enterprise or organization from starting the enterprise to the wind up off. It

contains all the vital information related to all the activities of any business. It contains the data about the history of

related industry.


This is something; where a center can access the shared database (already created and stored) from the designated location. The

database might have been stored in any of the storage locations i.e. SQL Server/Excel spreadsheet/LDAP Server.


Fetching Data from SQL Server

For instance, just assume that, if the database is stored in SQL Server (Centralized PC) then a center must have to select

the SQL Server option from the Link drop-down in New Directory wizard as shown in the Figure below.


Sqlserver1.JPG


Upon selecting the SQL Server option, the following additional fields (pertaining to SQL Server) will be displayed on screen

(as shown in the Figure below) prompting user to specify the authenticated values to the fields in New Directory wizard.


Sqlserver2.JPG


After specifying the authenticated values (in respective fields); a user needs to click on Save button (visible at the

bottom of the page) to establish the remote connection to the designated SQL Server in order to retrieve the data.

Fetching Data from Excel

We have already understood that; how to retrieve the corporate data from SQL Server (explained in above section). Now, let us

assume that, if a center has their corporate database stored in MS-Excel spreadsheet then they must have to fill in the

fields (shown in Figure below) in order to fetch the data.


Excel.JPG


Upon selecting the Excel option, the following additional fields (pertaining to Excel spreadsheet) will be displayed on

screen (as shown in the Figure below) prompting user to specify the authenticated values to the fields in New Directory

wizard.


Excel1.JPG


After specifying the authenticated values (in respective fields); a user needs to click on Save button (visible at the

bottom of the page) to establish the remote connection to the Excel spreadsheet (stored in the designated location) in order

to retrieve the data.

Fetching Data from LDAP Server

Details will be added soon...

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