Server configuration settings are stored in the app.config file l located in your server’s configuration directory (c:\inetpub\Configuration). There are two methods for setting portal configurations:
Use the Server Configuration Utility – Start>All Programs>Cisco>Smart Business Portal>Server Configuration Tools>Server Configuration Utility
Manually edit the app.config file – use find and replace to ensure all values are updated Using the Server Configuration Utility
The Server Configuration Utility allows you to customize all portal settings. There are four main areas or tabs in this tool: Server Settings; Adapters; Views; and Performance Counters.
Server Settings Tab
The Server Settings tab allows you to change the following values:
Web Service URL: This field defines the URL used to connect to the Smart Business Portal Web Service.
Page Count: You can limit the search results. The Server Settings provides a feature to limit the number of search via the page counts setting (acceptable values are 1-50).
Web Application Log: Location and mode Web Service Log: Location and mode ACTIONS:
Replace localhost with the machine name of the server where you installed the SBP web services. Optionally you may use the fully qualified name or IP address. NOTE: If the SBP client fails due to security warnings, use the machine name only.
Select the Save Server Settings button.
Confidential and Proprietary Page 28 of 42 Adapters Tab
The Adapters tab allows you configure the proper adapter, as well as its supporting database. These are critical steps that must be completed accurately to allow the Cisco Smart Business Portal to function.
NOTE: Use can also use this tool to remove unused adapters that may be included. For example, if Great Plains, Microsoft CRM, or Archtics Adapters are present and not used, they can be removed.
Choose the adapter you wish to remove in the Adapter window Select the Delete Adapter button.
Adapters – Actions:
In the Adapter window select the appropriate adapter. The remaining fields will fill with default information for that adapter.
In the Adapter URL field Replace localhost with the machine name of the server where you installed the SBP web services. Optionally you may use the fully qualified name or IP address. NOTE: If the SBP client fails due to security warnings, use the machine name only.
o For example, if you are editing the AMS adapter, your URL should be either:
(http:// AMS web services server name/CiscoAMS/AMSAdapter.asmx)
(http://AMS web services IP address/CiscoAMS/AMSAdapter.asmx)
Confidential and Proprietary Page 29 of 42 Select the Save Adapter button.
Views Tab
The Views tab allows you to edit the CSBP Adapters Views. For the AMS Adapter there are three available views:
Reception Producer Accounting
Confidential and Proprietary Page 30 of 42 The View Path Settings section describes the location of the individual Webparts for the AMS 360 adapter. To edit them:
You must select a view from the Views, box above. Choose Reception, Producer, or Accounting.
Edit the URL location with the machine name of the server where you installed the SBP web services. Optionally you may use the fully qualified name or IP address.
o NOTE: If the SBP client fails due to security warnings, use the machine name only.
o NOTE: do not change the name field; only the URL Select Save Paths after editing each view.
The Adapter Path Settings defines the location of AMS 360 data used to populate each individual Webpart:
You must select a view from the Views, window above. Choose Reception, Producer, or Accounting.
Edit the URL location to reflect the appropriate address. Note: do not change the name field; only the URL. IMPORTANT: If you are using the newer database you will have to change this URL. Typically this will mean changing “. . .V30301 . . “ to “. . . v30401. . .”, but check for the correct path by logging into AMS and confirming this information.
Select Save Path after editing each view.
Performance Counter
The Performance tab is not applicable with the AMS 360 solution.
Manual Editing
When manually editing the app.config file, edit the following values:
References to the Smart Business Portal Web Service
Confidential and Proprietary Page 31 of 42
o If you made changes to the default installation name for the Cisco Web Service, that will be the name you use in the search and replace described below. The servers IP address may be used as well. NOTE: If you receive security warnings, you should NOT use the server IP address, or fully qualified name. Use the machine name only.
o 16 lines from end of file (see example and modify localhost to your server)
<WebSericeUrl uri=”http://localhost/ciscoservice/ciscoWebService.asmx”
References to the new Smart Business Portal AMS Web Adapter. (Line 12) References to web view paths (begins on Line 40)
Use Search and Replace for fast modification of this file.
Using the Phone Number Processor Utility
The Phone Number Processor (PNP) tool sets outbound dialing properties for the TAPI driver. Outbound click-to-dial functionality is dependent upon the successful completion of this step. NOTE: This portion must be completed by the Cisco Voice Engineer. For additional details on configuring the Cisco SME TSP Integration please refer to Appendix B – UC 500 Installation.
There are two tabs in this tool:
Dial Configuration Regular Expressions.
Dial Configuration
This tab allows for creating/modifying/deleting dial plans. Changes are held in memory until the save dial button is press. An indicator (bell) that dial plan has not been save is displayed on the lower right corner as shown. After selecting the “Save Plan” button the icon will go away and the plan is written to the hard drive.
Confidential and Proprietary Page 32 of 42 Regular Expression Tab
This tab is to define the regular expressions for pattern matching. A new pattern can be entered in the new pattern item and also test the end result using the pattern testing section. Enter a phone number as shown:
Confidential and Proprietary Page 33 of 42
Confidential and Proprietary Page 34 of 42